BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,447,125 (100.0% shares, 0.0% debt)

Holdings (285)

AAPL APPLE INC COM 5.6%
Value ($000) $80,611 Shares 316,581 Est. Cost $90.46 Unrealized +149.4%
MSFT MICROSOFT CORP COM 5.0%
Value ($000) $72,876 Shares 140,701 Est. Cost $76.73 Unrealized +563.0%
AVGO BROADCOM INC COM 3.8%
Value ($000) $55,538 Shares 168,342 Est. Cost $148.03 Unrealized +106.5%
AMZN AMAZON COM INC COM 2.8%
Value ($000) $39,927 Shares 181,841 Est. Cost $131.49 Unrealized +72.1%
MA MASTERCARD INCORPORATED CL A 2.6%
Value ($000) $37,774 Shares 66,408 Est. Cost $76.79 Unrealized +646.8%
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value ($000) $36,947 Shares 151,984 Est. Cost $111.55 Unrealized +87.5%
ORLY OREILLY AUTOMOTIVE INC COM 2.2%
Value ($000) $31,580 Shares 292,927 Est. Cost $85.71 Unrealized +17.3%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $31,542 Shares 129,508 Est. Cost $107.44 Unrealized +95.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.2%
Value ($000) $31,473 Shares 62,603 Est. Cost $191.67 Unrealized +152.7%
JPM JPMORGAN CHASE & CO. COM 2.0%
Value ($000) $29,390 Shares 93,173 Est. Cost $70.04 Unrealized +322.5%
RTX RTX CORPORATION COM 2.0%
Value ($000) $29,343 Shares 175,359 Est. Cost $70.85 Unrealized +117.8%
COST COSTCO WHOLESALE CORPORATION 2.0%
Value ($000) $28,378 Shares 30,657 Est. Cost $274.47 Unrealized +248.6%
META META PLATFORMS INC CL A 1.8%
Value ($000) $25,651 Shares 34,929 Est. Cost $127.06 Unrealized +485.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $25,254 Shares 136,199 Est. Cost $86.36 Unrealized +96.3%
TJX TJX COS INC NEW COM 1.7%
Value ($000) $25,018 Shares 173,088 Est. Cost $61.37 Unrealized +115.5%
DELL DELL TECHNOLOGIES INC CL C 1.7%
Value ($000) $24,750 Shares 174,580 Est. Cost $97.02 Unrealized +33.1%
NFLX NETFLIX INC COM 1.6%
Value ($000) $23,841 Shares 19,885 Est. Cost $56.86 Unrealized +114.7%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $22,670 Shares 201,068 Est. Cost $66.50 Unrealized +65.0%
ANET ARISTA NETWORKS INC COM SHS 1.5%
Value ($000) $21,348 Shares 146,510 Est. Cost $102.97 Unrealized +25.1%
GS GOLDMAN SACHS GROUP INC COM 1.4%
Value ($000) $20,012 Shares 25,129 Est. Cost $177.40 Unrealized +314.2%
KLAC KLA CORP COM NEW 1.3%
Value ($000) $18,945 Shares 17,564 Est. Cost $773.48 Unrealized +20.3%
PG PROCTER & GAMBLE COMPANY 1.3%
Value ($000) $18,885 Shares 122,911 Est. Cost $76.67 Unrealized +102.0%
ETN EATON CORP PLC SHS 1.3%
Value ($000) $18,715 Shares 50,005 Est. Cost $259.56 Unrealized +40.0%
PM PHILIP MORRIS INTL INC COM 1.3%
Value ($000) $18,677 Shares 115,149 Est. Cost $67.76 Unrealized +143.8%
CMI CUMMINS INC COM 1.3%
Value ($000) $18,574 Shares 43,975 Est. Cost $122.57 Unrealized +210.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.1%
Value ($000) $16,610 Shares 98,587 Est. Cost $66.17 Unrealized +168.6%
CB CHUBB LIMITED COM 1.1%
Value ($000) $16,602 Shares 58,821 Est. Cost $116.74 Unrealized +135.8%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $16,509 Shares 54,326 Est. Cost $120.21 Unrealized +150.7%
SYK STRYKER CORPORATION COM 1.1%
Value ($000) $16,347 Shares 44,221 Est. Cost $193.96 Unrealized +98.3%
CRM SALESFORCE INC COM 1.1%
Value ($000) $15,765 Shares 66,519 Est. Cost $244.05 Unrealized +3.0%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $15,713 Shares 101,182 Est. Cost $85.06 Unrealized +79.0%
DIS DISNEY WALT CO COM 1.1%
Value ($000) $15,220 Shares 132,929 Est. Cost $78.21 Unrealized +49.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.0%
Value ($000) $15,118 Shares 189,138 Est. Cost $79.90 Unrealized
LIN LINDE PLC SHS 1.0%
Value ($000) $14,699 Shares 30,944 Est. Cost $324.09 Unrealized +45.2%
ABT ABBOTT LABS COM 1.0%
Value ($000) $14,276 Shares 106,588 Est. Cost $52.71 Unrealized +147.8%
IVW ISHARES S&P 500 GROWTH ETF 1.0%
Value ($000) $14,016 Shares 116,106 Est. Cost $109.75 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.9%
Value ($000) $13,378 Shares 64,783 Est. Cost $195.57 Unrealized
MRK MERCK & CO INC COM 0.9%
Value ($000) $13,000 Shares 154,887 Est. Cost $70.99 Unrealized +14.1%
HD HOME DEPOT INC COM 0.9%
Value ($000) $12,970 Shares 32,009 Est. Cost $191.31 Unrealized +103.4%
EW EDWARDS LIFESCIENCES CORP COM 0.8%
Value ($000) $11,879 Shares 152,746 Est. Cost $65.60 Unrealized +19.1%
KO COCA COLA CO COM 0.8%
Value ($000) $11,636 Shares 175,456 Est. Cost $31.41 Unrealized +116.3%
UNP UNION PAC CORP COM 0.8%
Value ($000) $11,308 Shares 47,841 Est. Cost $150.63 Unrealized +48.1%
DHI D R HORTON INC COM 0.8%
Value ($000) $11,021 Shares 65,034 Est. Cost $72.25 Unrealized +116.8%
LOW LOWES COS INC COM 0.7%
Value ($000) $10,144 Shares 40,364 Est. Cost $56.31 Unrealized +333.7%
AON AON PLC SHS CL A 0.7%
Value ($000) $9,976 Shares 27,977 Est. Cost $245.35 Unrealized +47.3%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $9,913 Shares 104,803 Est. Cost $50.31 Unrealized +85.4%
PEP PEPSICO, INC. 0.6%
Value ($000) $9,051 Shares 64,446 Est. Cost $65.57 Unrealized +114.2%
ABBV ABBVIE INC COM 0.6%
Value ($000) $8,842 Shares 38,190 Est. Cost $58.39 Unrealized +245.9%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.6%
Value ($000) $8,581 Shares 85,853 Est. Cost $109.39 Unrealized -3.9%
ADBE ADOBE INC COM 0.6%
Value ($000) $8,261 Shares 23,419 Est. Cost $380.16 Unrealized -5.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $7,959 Shares 16,680 Est. Cost $120.27 Unrealized +253.7%
CW CURTISS WRIGHT CORP COM 0.5%
Value ($000) $7,411 Shares 13,649 Est. Cost $32.35 Unrealized +1421.7%
TMUS T-MOBILE US INC COM 0.5%
Value ($000) $7,333 Shares 30,631 Est. Cost $242.57 Unrealized -0.9%
HSY HERSHEY CO COM 0.5%
Value ($000) $7,305 Shares 39,052 Est. Cost $97.93 Unrealized +83.5%
IR INGERSOLL RAND INC COM 0.5%
Value ($000) $6,970 Shares 84,361 Est. Cost $91.66 Unrealized -10.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $6,725 Shares 56,590 Est. Cost $109.39 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $6,693 Shares 10,984 Est. Cost $186.70 Unrealized +201.7%
EOG EOG RES INC COM 0.4%
Value ($000) $6,400 Shares 57,085 Est. Cost $77.69 Unrealized +51.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value ($000) $6,034 Shares 8 Est. Cost $274801.06 Unrealized +164.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $5,639 Shares 86,413 Est. Cost $62.05 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $5,478 Shares 8,223 Est. Cost $419.95 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $5,394 Shares 28,909 Est. Cost $93.27 Unrealized +86.9%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $4,916 Shares 14,800 Est. Cost $72.18 Unrealized +338.5%
FMNB FARMERS NATIONAL BANC CORP COM 0.3%
Value ($000) $4,821 Shares 334,551 Est. Cost $10.77 Unrealized +28.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.3%
Value ($000) $4,774 Shares 276,427 Est. Cost $9.69 Unrealized +73.6%
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $4,760 Shares 15,823 Est. Cost $72.23 Unrealized +277.5%
DE DEERE & CO COM 0.3%
Value ($000) $4,591 Shares 10,039 Est. Cost $197.93 Unrealized +147.4%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $4,588 Shares 13,127 Est. Cost $74.62 Unrealized +360.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $4,492 Shares 15,305 Est. Cost $117.24 Unrealized +154.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $4,374 Shares 23,059 Est. Cost $181.09 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.3%
Value ($000) $4,231 Shares 10,026 Est. Cost $110.85 Unrealized +284.8%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $4,169 Shares 12,040 Est. Cost $220.45 Unrealized +59.4%
MCK MCKESSON CORP COM 0.3%
Value ($000) $4,082 Shares 5,284 Est. Cost $146.77 Unrealized +379.0%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $3,712 Shares 4,864 Est. Cost $716.43 Unrealized +3.6%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3,684 Shares 117,238 Est. Cost $27.90 Unrealized +18.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value ($000) $3,600 Shares 6,143 Est. Cost $81.34 Unrealized +573.0%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $3,569 Shares 146,867 Est. Cost $24.25 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $3,537 Shares 16,392 Est. Cost $142.94 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $3,471 Shares 39,751 Est. Cost $83.52 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $3,468 Shares 142,470 Est. Cost $24.27 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value ($000) $3,449 Shares 135,162 Est. Cost $25.43 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $3,408 Shares 135,276 Est. Cost $25.18 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $3,365 Shares 65,866 Est. Cost $51.02 Unrealized
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.2%
Value ($000) $3,331 Shares 163,987 Est. Cost $17.56 Unrealized +17.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $3,206 Shares 11,361 Est. Cost $129.59 Unrealized +100.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $3,109 Shares 23,699 Est. Cost $50.82 Unrealized +166.6%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $3,089 Shares 10,283 Est. Cost $104.80 Unrealized +163.4%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3,028 Shares 18,201 Est. Cost $81.59 Unrealized +92.7%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $2,970 Shares 2,254 Est. Cost $320.79 Unrealized +325.5%
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $2,958 Shares 75,410 Est. Cost $38.32 Unrealized +12.7%
AXON AXON ENTERPRISE INC COM 0.2%
Value ($000) $2,917 Shares 4,065 Est. Cost $126.90 Unrealized +498.0%
MKL MARKEL GROUP INC COM 0.2%
Value ($000) $2,880 Shares 1,507 Est. Cost $525.48 Unrealized +273.1%
WMT WALMART INC COM 0.2%
Value ($000) $2,852 Shares 27,669 Est. Cost $59.60 Unrealized +66.5%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $2,849 Shares 10,446 Est. Cost $201.87 Unrealized +41.4%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $2,543 Shares 4,135 Est. Cost $190.57 Unrealized +217.7%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.2%
Value ($000) $2,541 Shares 108,260 Est. Cost $23.34 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.2%
Value ($000) $2,427 Shares 19,822 Est. Cost $65.93 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,265 Shares 80,188 Est. Cost $14.46 Unrealized +94.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $2,204 Shares 7,890 Est. Cost $115.62 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $2,181 Shares 4,447 Est. Cost $218.93 Unrealized +107.7%
PFE PFIZER INC COM 0.1%
Value ($000) $2,166 Shares 84,993 Est. Cost $22.07 Unrealized +9.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $2,159 Shares 6,075 Est. Cost $182.42 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $2,114 Shares 6,442 Est. Cost $180.53 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $2,069 Shares 58,265 Est. Cost $23.98 Unrealized +41.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,042 Shares 24,365 Est. Cost $44.30 Unrealized +81.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $2,031 Shares 33,205 Est. Cost $40.03 Unrealized +45.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,012 Shares 7,156 Est. Cost $61.07 Unrealized +316.2%
BA BOEING CO COM 0.1%
Value ($000) $1,996 Shares 9,249 Est. Cost $133.40 Unrealized +69.0%
L LOEWS CORP COM 0.1%
Value ($000) $1,947 Shares 19,395 Est. Cost $42.08 Unrealized +124.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,892 Shares 8,025 Est. Cost $146.70 Unrealized +55.6%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $1,814 Shares 16,121 Est. Cost $68.56 Unrealized +57.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,777 Shares 2,654 Est. Cost $522.10 Unrealized
KMPR KEMPER CORP COM 0.1%
Value ($000) $1,774 Shares 34,405 Est. Cost $32.74 Unrealized +71.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,765 Shares 5,177 Est. Cost $168.92 Unrealized +85.7%
V VISA INC COM CL A 0.1%
Value ($000) $1,754 Shares 5,137 Est. Cost $179.58 Unrealized +92.2%
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $1,686 Shares 38,355 Est. Cost $30.08 Unrealized +41.3%
SLB SLB LIMITED COM STK 0.1%
Value ($000) $1,626 Shares 47,302 Est. Cost $46.48 Unrealized -26.1%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $1,604 Shares 36,000 Est. Cost $21.50 Unrealized +100.2%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $1,509 Shares 13,894 Est. Cost $89.05 Unrealized +20.1%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1,424 Shares 19,903 Est. Cost $54.79 Unrealized
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $1,406 Shares 1,957 Est. Cost $368.29 Unrealized +25.2%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $1,403 Shares 20,509 Est. Cost $47.53 Unrealized +41.8%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1,391 Shares 8,753 Est. Cost $76.80 Unrealized +90.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,390 Shares 22,258 Est. Cost $31.18 Unrealized +103.4%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,352 Shares 7,222 Est. Cost $115.76 Unrealized +59.0%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $1,301 Shares 19,697 Est. Cost $18.76 Unrealized +227.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,287 Shares 4,562 Est. Cost $210.30 Unrealized +36.3%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $1,278 Shares 25,570 Est. Cost $50.05 Unrealized
TKR TIMKEN CO COM 0.1%
Value ($000) $1,275 Shares 16,954 Est. Cost $43.24 Unrealized +78.4%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $1,242 Shares 6,444 Est. Cost $103.17 Unrealized +69.1%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $1,238 Shares 11,263 Est. Cost $36.18 Unrealized +195.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $1,188 Shares 19,894 Est. Cost $30.81 Unrealized +119.5%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,179 Shares 6,417 Est. Cost $115.15 Unrealized +67.9%
CPAY CORPAY INC COM SHS 0.1%
Value ($000) $1,132 Shares 3,930 Est. Cost $286.94 Unrealized +11.1%
KEY KEYCORP COM 0.1%
Value ($000) $1,131 Shares 60,508 Est. Cost $9.41 Unrealized +93.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $1,113 Shares 7,893 Est. Cost $133.32 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,087 Shares 5,409 Est. Cost $108.65 Unrealized +80.2%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $1,067 Shares 15,011 Est. Cost $24.90 Unrealized +189.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,065 Shares 23,624 Est. Cost $37.25 Unrealized +22.2%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $1,064 Shares 4,183 Est. Cost $182.49 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,045 Shares 5,604 Est. Cost $107.72 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $1,045 Shares 4,553 Est. Cost $36.58 Unrealized +537.7%
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $1,031 Shares 56,800 Est. Cost $12.56 Unrealized +29.7%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $986 Shares 4,684 Est. Cost $166.99 Unrealized +24.0%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.1%
Value ($000) $985 Shares 44,489 Est. Cost $22.04 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $970 Shares 2,181 Est. Cost $224.11 Unrealized +54.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $958 Shares 2,044 Est. Cost $266.46 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $928 Shares 1,224 Est. Cost $423.08 Unrealized +73.7%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $879 Shares 6,462 Est. Cost $112.17 Unrealized +12.7%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $847 Shares 13,376 Est. Cost $24.62 Unrealized +134.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $846 Shares 1,892 Est. Cost $347.01 Unrealized +38.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $842 Shares 9,020 Est. Cost $74.25 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $819 Shares 28,919 Est. Cost $15.08 Unrealized +78.8%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $815 Shares 17,815 Est. Cost $34.23 Unrealized +29.5%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $794 Shares 8,658 Est. Cost $91.74 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $793 Shares 8,210 Est. Cost $81.10 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $772 Shares 6,913 Est. Cost $82.85 Unrealized +25.8%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $758 Shares 3,721 Est. Cost $188.55 Unrealized +1.5%
ADSK AUTODESK INC COM 0.1%
Value ($000) $754 Shares 2,373 Est. Cost $238.86 Unrealized +27.6%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $747 Shares 1,557 Est. Cost $281.64 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $738 Shares 8,832 Est. Cost $83.35 Unrealized +5.7%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $737 Shares 14,609 Est. Cost $34.50 Unrealized +43.3%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $734 Shares 2,500 Est. Cost $279.85 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $698 Shares 1,398 Est. Cost $301.91 Unrealized +48.4%
INTC INTEL CORP COM 0.0%
Value ($000) $697 Shares 20,779 Est. Cost $26.85 Unrealized -9.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $681 Shares 5,780 Est. Cost $90.70 Unrealized +32.3%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $670 Shares 9,213 Est. Cost $63.67 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $665 Shares 4,286 Est. Cost $110.75 Unrealized +38.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $628 Shares 32,132 Est. Cost $18.55 Unrealized -26.6%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $610 Shares 11,945 Est. Cost $50.87 Unrealized
PDLB Ponce Financial Group Inc. 0.0%
Value ($000) $608 Shares 41,372 Est. Cost $9.72 Unrealized +48.9%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $583 Shares 31,917 Est. Cost $12.15 Unrealized
TIGO MILLICOM INTL CELLULAR S A COM STK 0.0%
Value ($000) $573 Shares 11,803 Est. Cost $49.53 Unrealized -11.4%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $567 Shares 8,996 Est. Cost $34.04 Unrealized +69.5%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $566 Shares 943 Est. Cost $336.67 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $558 Shares 1,118 Est. Cost $378.36 Unrealized +40.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $550 Shares 4,445 Est. Cost $65.66 Unrealized +82.4%
FSBW FS BANCORP INC COM 0.0%
Value ($000) $542 Shares 13,570 Est. Cost $25.37 Unrealized +58.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $537 Shares 3,672 Est. Cost $51.78 Unrealized +190.7%
CCNE CNB FINL CORP PA COM 0.0%
Value ($000) $529 Shares 21,876 Est. Cost $23.53 Unrealized +3.7%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $521 Shares 223 Est. Cost $1369.66 Unrealized +75.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $515 Shares 1,491 Est. Cost $467.42 Unrealized -36.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $512 Shares 7,100 Est. Cost $64.66 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $511 Shares 9,904 Est. Cost $31.11 Unrealized +55.4%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $505 Shares 3,215 Est. Cost $44.62 Unrealized +244.2%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $496 Shares 7,164 Est. Cost $66.90 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $495 Shares 10,803 Est. Cost $28.44 Unrealized +48.1%
RMBI RICHMOND MUT BANCORPORATION COM 0.0%
Value ($000) $492 Shares 34,615 Est. Cost $14.15 Unrealized +0.7%
MCO MOODYS CORP COM 0.0%
Value ($000) $491 Shares 1,030 Est. Cost $206.85 Unrealized +143.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $479 Shares 13,902 Est. Cost $32.60 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $475 Shares 7,820 Est. Cost $68.85 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $473 Shares 2,989 Est. Cost $71.83 Unrealized +109.2%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $472 Shares 6,256 Est. Cost $60.55 Unrealized +19.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $468 Shares 4,937 Est. Cost $49.50 Unrealized +86.3%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $465 Shares 12,680 Est. Cost $28.41 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $465 Shares 5,201 Est. Cost $93.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $460 Shares 949 Est. Cost $451.61 Unrealized +2.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $459 Shares 7,738 Est. Cost $47.94 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $454 Shares 2,136 Est. Cost $112.42 Unrealized +93.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $450 Shares 2,038 Est. Cost $122.68 Unrealized +82.3%
BBT BEACON FINANCIAL CORP. COM 0.0%
Value ($000) $448 Shares 18,905 Est. Cost $23.98 Unrealized +4.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $444 Shares 1,835 Est. Cost $202.08 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $439 Shares 4,495 Est. Cost $103.56 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $431 Shares 5,090 Est. Cost $94.06 Unrealized -5.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $429 Shares 4,260 Est. Cost $101.48 Unrealized
GABC GERMAN AMERN BANCORP INC COM 0.0%
Value ($000) $426 Shares 10,850 Est. Cost $38.10 Unrealized +3.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $425 Shares 2,754 Est. Cost $120.57 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $425 Shares 2,183 Est. Cost $165.83 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $422 Shares 5,520 Est. Cost $45.97 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $415 Shares 7,306 Est. Cost $47.84 Unrealized +22.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $409 Shares 7,557 Est. Cost $43.43 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $403 Shares 1,210 Est. Cost $175.23 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $397 Shares 7,298 Est. Cost $51.40 Unrealized +2.4%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $397 Shares 1,289 Est. Cost $285.28 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $390 Shares 424 Est. Cost $117.96 Unrealized +58.3%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $385 Shares 1,195 Est. Cost $300.91 Unrealized +23.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $380 Shares 3,995 Est. Cost $68.17 Unrealized +33.9%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $373 Shares 29,102 Est. Cost $13.63 Unrealized +0.6%
CME CME GROUP INC COM 0.0%
Value ($000) $371 Shares 1,373 Est. Cost $191.05 Unrealized +41.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $366 Shares 1,404 Est. Cost $237.16 Unrealized +8.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $364 Shares 3,275 Est. Cost $92.13 Unrealized +21.9%
KKR KKR & CO INC COM 0.0%
Value ($000) $360 Shares 2,770 Est. Cost $134.69 Unrealized +5.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $350 Shares 3,057 Est. Cost $65.71 Unrealized +63.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $346 Shares 1,752 Est. Cost $184.51 Unrealized +5.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $341 Shares 5,088 Est. Cost $47.38 Unrealized +48.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $340 Shares 5,164 Est. Cost $60.03 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $332 Shares 2,590 Est. Cost $113.80 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $325 Shares 4,090 Est. Cost $52.60 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $317 Shares 3,180 Est. Cost $93.99 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $314 Shares 4,169 Est. Cost $58.14 Unrealized +16.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $314 Shares 4,610 Est. Cost $50.59 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $309 Shares 2,485 Est. Cost $131.73 Unrealized -3.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $308 Shares 2,114 Est. Cost $135.03 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $307 Shares 562 Est. Cost $512.40 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $307 Shares 3,744 Est. Cost $46.30 Unrealized +40.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $306 Shares 4,075 Est. Cost $71.67 Unrealized +4.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $305 Shares 1,237 Est. Cost $315.85 Unrealized -17.5%
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value ($000) $302 Shares 18,778 Est. Cost $9.59 Unrealized +62.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $297 Shares 485 Est. Cost $572.91 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $293 Shares 2,095 Est. Cost $110.58 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $292 Shares 3,258 Est. Cost $77.42 Unrealized +24.9%
MTUS METALLUS INC COM 0.0%
Value ($000) $289 Shares 17,455 Est. Cost $9.52 Unrealized +71.3%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $284 Shares 9,026 Est. Cost $31.51 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $284 Shares 15,653 Est. Cost $22.57 Unrealized +16.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $276 Shares 3,166 Est. Cost $78.93 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $274 Shares 5,421 Est. Cost $43.85 Unrealized +5.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $272 Shares 2,779 Est. Cost $72.04 Unrealized +29.8%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $271 Shares 3,553 Est. Cost $45.28 Unrealized 0.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $270 Shares 858 Est. Cost $258.71 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $267 Shares 825 Est. Cost $396.61 Unrealized -22.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $266 Shares 62 Est. Cost $3450.47 Unrealized +16.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $263 Shares 4,382 Est. Cost $51.31 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $259 Shares 6,195 Est. Cost $30.03 Unrealized +33.6%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $258 Shares 3,541 Est. Cost $73.30 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $256 Shares 552 Est. Cost $420.68 Unrealized
KELLANOVA COM 0.0%
Value ($000) $254 Shares 3,095 Est. Cost $68.95 Unrealized +14.0%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $252 Shares 3,803 Est. Cost $68.91 Unrealized +0.5%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $250 Shares 2,082 Est. Cost $96.29 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $247 Shares 2,998 Est. Cost $75.82 Unrealized +2.8%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $246 Shares 8,256 Est. Cost $29.82 Unrealized
FBIZ FIRST BUSINESS FINL SVCS INC W COM 0.0%
Value ($000) $243 Shares 4,750 Est. Cost $40.73 Unrealized +23.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $242 Shares 1,784 Est. Cost $115.51 Unrealized +21.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $242 Shares 3,022 Est. Cost $88.42 Unrealized -4.3%
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $238 Shares 3,400 Est. Cost $63.44 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $236 Shares 3,634 Est. Cost $61.21 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $236 Shares 1,694 Est. Cost $160.05 Unrealized -12.5%
KVUE KENVUE INC COM 0.0%
Value ($000) $235 Shares 14,449 Est. Cost $21.05 Unrealized -4.7%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $234 Shares 6,043 Est. Cost $36.53 Unrealized +2.5%
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value ($000) $233 Shares 5,700 Est. Cost $22.89 Unrealized +74.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $232 Shares 2,442 Est. Cost $83.58 Unrealized
ORRF ORRSTOWN FINL SVCS INC COM 0.0%
Value ($000) $229 Shares 6,737 Est. Cost $31.53 Unrealized +5.8%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $228 Shares 1,199 Est. Cost $188.66 Unrealized +8.0%
INTU INTUIT COM 0.0%
Value ($000) $228 Shares 334 Est. Cost $674.49 Unrealized +6.7%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $228 Shares 10,104 Est. Cost $22.49 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $227 Shares 3,105 Est. Cost $80.20 Unrealized -6.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $221 Shares 4,576 Est. Cost $40.76 Unrealized +13.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $215 Shares 2,089 Est. Cost $103.08 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $214 Shares 5,468 Est. Cost $60.78 Unrealized -25.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $213 Shares 1,040 Est. Cost $180.78 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $212 Shares 4,178 Est. Cost $50.63 Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $208 Shares 6,807 Est. Cost $52.93 Unrealized -40.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $200 Shares 2,573 Est. Cost $31.14 Unrealized 0.0%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $143 Shares 11,933 Est. Cost $6.49 Unrealized +73.4%
BSBK BOGOTA FINL CORP COM 0.0%
Value ($000) $140 Shares 15,350 Est. Cost $9.90 Unrealized -11.9%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $114 Shares 114,132 Est. Cost $1.00 Unrealized