BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 26, 2021

Total Value ($000): $3,950,138 (100.0% shares, 0.0% debt)

Holdings (375)

MSFT Microsoft 4.6%
Value ($000) $181,218 Shares 768,621 Est. Cost $31.49 Unrealized +607.9%
AAPL Apple Inc 3.9%
Value ($000) $153,605 Shares 1,257,515 Est. Cost $81.49 Unrealized +53.5%
JPM J P Morgan Chase 3.5%
Value ($000) $138,576 Shares 910,307 Est. Cost $47.46 Unrealized +168.1%
DHR Danaher 3.0%
Value ($000) $117,329 Shares 521,275 Est. Cost $50.94 Unrealized +290.1%
GOOGL Alphabet Inc. Class A 2.9%
Value ($000) $113,588 Shares 55,072 Est. Cost $37.95 Unrealized +158.1%
DIS Walt Disney 2.4%
Value ($000) $95,532 Shares 517,735 Est. Cost $94.61 Unrealized +90.4%
TMO Thermo Fisher Scientific 2.2%
Value ($000) $88,536 Shares 193,997 Est. Cost $131.41 Unrealized +258.5%
AMZN Amazon.Com 2.1%
Value ($000) $84,668 Shares 27,364 Est. Cost $40.84 Unrealized +288.1%
ADBE Adobe Inc 2.1%
Value ($000) $82,074 Shares 172,653 Est. Cost $160.07 Unrealized +192.0%
DE Deere 2.0%
Value ($000) $77,871 Shares 208,133 Est. Cost $140.83 Unrealized +118.3%
PEP Pepsico 2.0%
Value ($000) $77,671 Shares 549,104 Est. Cost $70.53 Unrealized +67.2%
HD Home Depot 1.7%
Value ($000) $66,425 Shares 217,609 Est. Cost $98.71 Unrealized +147.6%
MA Mastercard Inc Cl A 1.7%
Value ($000) $66,239 Shares 186,037 Est. Cost $108.01 Unrealized +214.4%
CMCSA Comcast Cl A 1.6%
Value ($000) $62,809 Shares 1,160,760 Est. Cost $30.66 Unrealized +50.5%
BRK/B Berkshire Hathaway Cl B 1.5%
Value ($000) $60,254 Shares 235,856 Est. Cost $149.97 Unrealized +61.9%
Costco 1.5%
Value ($000) $58,269 Shares 165,312 Est. Cost $134.96 Unrealized
MRSH Marsh & McLennan 1.5%
Value ($000) $58,098 Shares 476,995 Est. Cost $33.90 Unrealized +215.7%
NKE Nike Inc Class B 1.4%
Value ($000) $56,886 Shares 428,069 Est. Cost $46.95 Unrealized +176.0%
JNJ Johnson & Johnson 1.4%
Value ($000) $56,226 Shares 342,114 Est. Cost $64.94 Unrealized +116.8%
AEM Agnico Eagle Mines Limited 1.3%
Value ($000) $51,038 Shares 882,857 Est. Cost $46.19 Unrealized +23.8%
PG Procter & Gamble 1.3%
Value ($000) $49,747 Shares 367,330 Est. Cost $80.64 Unrealized +43.5%
NSRGY Nestle SA Sponsored ADR 1.2%
Value ($000) $48,894 Shares 438,476 Est. Cost $68.44 Unrealized
GLD SPDR Gold Shares 1.2%
Value ($000) $48,829 Shares 305,255 Est. Cost $139.73 Unrealized
MRK Merck 1.1%
Value ($000) $44,324 Shares 574,964 Est. Cost $36.40 Unrealized +73.3%
CNI Canadian National Railway 1.1%
Value ($000) $43,070 Shares 371,360 Est. Cost $80.45 Unrealized +25.6%
SYK Stryker 1.1%
Value ($000) $42,158 Shares 173,076 Est. Cost $158.94 Unrealized +43.3%
UNH United Health Group 1.0%
Value ($000) $40,845 Shares 109,777 Est. Cost $222.23 Unrealized +43.8%
ABT Abbott Labs 1.0%
Value ($000) $40,776 Shares 340,253 Est. Cost $29.86 Unrealized +263.8%
UNP Union Pacific 1.0%
Value ($000) $39,908 Shares 181,063 Est. Cost $73.89 Unrealized +154.6%
ZTS Zoetis Inc 1.0%
Value ($000) $38,519 Shares 244,596 Est. Cost $37.60 Unrealized +303.4%
TMUS T-Mobile US Inc 1.0%
Value ($000) $38,270 Shares 305,455 Est. Cost $107.77 Unrealized +12.9%
SYY Sysco 1.0%
Value ($000) $38,101 Shares 483,883 Est. Cost $62.17 Unrealized +9.5%
IQV IQVIA Holdings 1.0%
Value ($000) $37,785 Shares 195,636 Est. Cost $138.03 Unrealized +36.0%
MCD McDonalds 0.9%
Value ($000) $37,405 Shares 166,881 Est. Cost $77.53 Unrealized +146.7%
CSCO Cisco Systems 0.9%
Value ($000) $37,291 Shares 721,165 Est. Cost $23.51 Unrealized +72.8%
SHW Sherwin-Williams 0.9%
Value ($000) $35,077 Shares 47,529 Est. Cost $184.72 Unrealized +23.5%
MDLZ Mondelez International 0.9%
Value ($000) $34,580 Shares 590,806 Est. Cost $30.83 Unrealized +61.5%
FISV Fiserv 0.8%
Value ($000) $32,874 Shares 276,160 Est. Cost $91.39 Unrealized +25.6%
NOC Northrop Grumman 0.8%
Value ($000) $32,621 Shares 100,793 Est. Cost $308.65 Unrealized -9.9%
CCI Crown Castle International Cor 0.8%
Value ($000) $29,720 Shares 172,663 Est. Cost $70.93 Unrealized +79.5%
WY Weyerhaeuser 0.7%
Value ($000) $29,282 Shares 822,516 Est. Cost $20.53 Unrealized +35.8%
MKC McCormick 0.7%
Value ($000) $29,131 Shares 326,727 Est. Cost $57.45 Unrealized +39.6%
APH Amphenol 0.7%
Value ($000) $29,068 Shares 440,626 Est. Cost $20.95 Unrealized +48.1%
SBUX Starbucks 0.7%
Value ($000) $27,543 Shares 252,065 Est. Cost $43.73 Unrealized +115.0%
SSNC SS & C Technologies 0.7%
Value ($000) $27,528 Shares 393,985 Est. Cost $47.10 Unrealized +43.4%
COP Conoco Phillips 0.7%
Value ($000) $26,991 Shares 509,546 Est. Cost $32.05 Unrealized +29.2%
Altair Engineering 0.7%
Value ($000) $26,731 Shares 427,210 Est. Cost $45.15 Unrealized
ADP Automatic Data Processing 0.7%
Value ($000) $26,310 Shares 139,597 Est. Cost $53.49 Unrealized +192.9%
ENB Enbridge Inc 0.7%
Value ($000) $25,743 Shares 707,224 Est. Cost $23.97 Unrealized +6.6%
LOW Lowes 0.6%
Value ($000) $24,313 Shares 127,843 Est. Cost $39.25 Unrealized +299.9%
MDT Medtronic PLC 0.6%
Value ($000) $24,141 Shares 204,360 Est. Cost $98.64 Unrealized +3.1%
CAT Caterpillar 0.6%
Value ($000) $23,594 Shares 101,757 Est. Cost $72.36 Unrealized +161.3%
CVX Chevron Corp 0.6%
Value ($000) $23,019 Shares 219,667 Est. Cost $78.55 Unrealized +1.3%
RBC Bearings Inc 0.6%
Value ($000) $21,789 Shares 110,731 Est. Cost $96.48 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.5%
Value ($000) $21,516 Shares 100,125 Est. Cost $218.18 Unrealized +0.7%
ABBV Abbvie Inc 0.5%
Value ($000) $21,141 Shares 195,349 Est. Cost $42.87 Unrealized +107.4%
IFF Int'l Flavors & Fragrances 0.5%
Value ($000) $20,380 Shares 145,982 Est. Cost $113.18 Unrealized 0.0%
Barrick Gold Corp 0.5%
Value ($000) $19,720 Shares 995,951 Est. Cost $23.15 Unrealized
NEE NextEra Energy 0.5%
Value ($000) $19,437 Shares 257,067 Est. Cost $60.14 Unrealized +14.4%
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $19,049 Shares 83,550 Est. Cost $157.28 Unrealized +32.2%
RTX Raytheon Technologies 0.5%
Value ($000) $18,918 Shares 244,825 Est. Cost $53.70 Unrealized +21.5%
KO Coca Cola 0.5%
Value ($000) $18,660 Shares 354,003 Est. Cost $28.76 Unrealized +50.9%
AXP American Express 0.5%
Value ($000) $18,376 Shares 129,919 Est. Cost $63.15 Unrealized +96.9%
GOOG Alphabet Inc. Class C 0.5%
Value ($000) $17,999 Shares 8,701 Est. Cost $36.77 Unrealized +167.8%
SPY SPDR S&P 500 ETF Index 0.4%
Value ($000) $17,642 Shares 44,512 Est. Cost $235.86 Unrealized
CRM Salesforce.com Inc 0.4%
Value ($000) $16,411 Shares 77,459 Est. Cost $204.13 Unrealized +7.7%
HON Honeywell International 0.4%
Value ($000) $16,172 Shares 74,503 Est. Cost $81.24 Unrealized +117.4%
ORCL Oracle 0.4%
Value ($000) $15,572 Shares 221,925 Est. Cost $41.39 Unrealized +46.5%
VEA Vanguard FTSE ETF Developed Ma 0.4%
Value ($000) $15,119 Shares 307,855 Est. Cost $41.61 Unrealized
ES Eversource Energy 0.4%
Value ($000) $14,769 Shares 170,568 Est. Cost $65.34 Unrealized +7.5%
TJX TJX Corp 0.3%
Value ($000) $13,751 Shares 207,876 Est. Cost $35.00 Unrealized +77.9%
META Facebook Inc 0.3%
Value ($000) $12,912 Shares 43,838 Est. Cost $116.36 Unrealized +129.8%
APD Air Products & Chemicals Inc 0.3%
Value ($000) $12,802 Shares 45,503 Est. Cost $119.52 Unrealized +101.0%
EBAY Ebay 0.3%
Value ($000) $12,339 Shares 201,482 Est. Cost $51.73 Unrealized +2.9%
CLVT Clarivate Plc 0.3%
Value ($000) $12,220 Shares 463,051 Est. Cost $17.00 Unrealized +60.9%
NVS Novartis A G ADR 0.3%
Value ($000) $11,849 Shares 138,621 Est. Cost $75.47 Unrealized
MMM 3M Company 0.3%
Value ($000) $11,791 Shares 61,196 Est. Cost $70.70 Unrealized +76.9%
PFE Pfizer 0.3%
Value ($000) $11,317 Shares 312,373 Est. Cost $17.44 Unrealized +60.8%
PYPL PayPal Holdings 0.3%
Value ($000) $11,172 Shares 46,004 Est. Cost $55.55 Unrealized +353.5%
DHI D R Horton Inc 0.3%
Value ($000) $11,059 Shares 124,094 Est. Cost $54.66 Unrealized +36.4%
BDX Becton Dickinson 0.3%
Value ($000) $10,824 Shares 44,515 Est. Cost $195.39 Unrealized +15.5%
ECL Ecolab 0.3%
Value ($000) $10,240 Shares 47,834 Est. Cost $115.50 Unrealized +74.5%
Xilinx Inc. 0.3%
Value ($000) $10,224 Shares 82,522 Est. Cost $104.24 Unrealized
TECH Bio-Techne Corp 0.3%
Value ($000) $10,208 Shares 26,728 Est. Cost $43.22 Unrealized +106.8%
CB Chubb Ltd 0.3%
Value ($000) $10,088 Shares 63,863 Est. Cost $102.61 Unrealized +46.4%
VWO Vanguard Emerging Markets Stoc 0.3%
Value ($000) $10,059 Shares 193,261 Est. Cost $43.58 Unrealized
Ansys 0.3%
Value ($000) $10,029 Shares 29,535 Est. Cost $89.30 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $9,396 Shares 47,060 Est. Cost $88.44 Unrealized +74.1%
WAB Wabtec Corp 0.2%
Value ($000) $9,368 Shares 118,341 Est. Cost $67.36 Unrealized +12.1%
BX The Blackstone Group Inc - A 0.2%
Value ($000) $8,974 Shares 120,409 Est. Cost $40.42 Unrealized +45.0%
ILMN Illumina Inc 0.2%
Value ($000) $8,712 Shares 22,684 Est. Cost $241.34 Unrealized +69.0%
VZ Verizon 0.2%
Value ($000) $8,675 Shares 149,182 Est. Cost $28.62 Unrealized +47.6%
LMT Lockheed Martin 0.2%
Value ($000) $8,643 Shares 23,391 Est. Cost $157.66 Unrealized +90.3%
USB US Bancorp 0.2%
Value ($000) $8,306 Shares 150,164 Est. Cost $26.01 Unrealized +55.0%
ACN Accenture Plc Class A F 0.2%
Value ($000) $8,291 Shares 30,014 Est. Cost $109.68 Unrealized +120.0%
FTV Fortive Corp 0.2%
Value ($000) $8,172 Shares 115,689 Est. Cost $33.92 Unrealized +49.4%
BAC Bank of America 0.2%
Value ($000) $7,971 Shares 206,015 Est. Cost $18.15 Unrealized +68.7%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $7,750 Shares 46,799 Est. Cost $120.56 Unrealized
OTIS Otis Worldwide Corp 0.2%
Value ($000) $7,602 Shares 111,052 Est. Cost $56.47 Unrealized +7.6%
O Realty Income Corp 0.2%
Value ($000) $7,523 Shares 118,474 Est. Cost $27.29 Unrealized +69.4%
NVR Inc 0.2%
Value ($000) $7,472 Shares 1,586 Est. Cost $2806.19 Unrealized
V Visa Incorporated 0.2%
Value ($000) $7,362 Shares 34,769 Est. Cost $89.45 Unrealized +127.1%
XOM Exxon Mobil 0.2%
Value ($000) $7,180 Shares 128,596 Est. Cost $53.28 Unrealized -18.7%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $6,928 Shares 25,224 Est. Cost $135.43 Unrealized
IBM International Business Machine 0.2%
Value ($000) $6,902 Shares 51,797 Est. Cost $115.85 Unrealized -15.3%
Store Capital Corp 0.2%
Value ($000) $6,732 Shares 200,960 Est. Cost $27.47 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $5,964 Shares 39,652 Est. Cost $82.03 Unrealized +62.3%
PH Parker-Hannifin 0.2%
Value ($000) $5,935 Shares 18,815 Est. Cost $252.44 Unrealized +7.2%
CARR Carrier Global Corp 0.1%
Value ($000) $5,747 Shares 136,117 Est. Cost $26.37 Unrealized +38.2%
CI CIGNA Corp 0.1%
Value ($000) $5,736 Shares 23,727 Est. Cost $189.69 Unrealized +7.6%
Spirit Realty Capital Inc. 0.1%
Value ($000) $5,729 Shares 134,790 Est. Cost $39.43 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $5,691 Shares 25,713 Est. Cost $150.55 Unrealized
TRP TC Energy Corp 0.1%
Value ($000) $5,648 Shares 123,448 Est. Cost $34.48 Unrealized -0.2%
NSC Norfolk Southern 0.1%
Value ($000) $5,533 Shares 20,606 Est. Cost $63.10 Unrealized +262.7%
MRCY Mercury Systems Inc 0.1%
Value ($000) $5,483 Shares 77,615 Est. Cost $71.85 Unrealized +0.6%
WMT Walmart 0.1%
Value ($000) $5,428 Shares 39,964 Est. Cost $35.63 Unrealized +21.6%
EPD Enterprise Products LP 0.1%
Value ($000) $5,316 Shares 241,432 Est. Cost $47.78 Unrealized
NI Nisource 0.1%
Value ($000) $5,184 Shares 215,000 Est. Cost $7.81 Unrealized +145.1%
KMI Kinder Morgan Inc 0.1%
Value ($000) $5,103 Shares 306,503 Est. Cost $12.39 Unrealized -6.7%
TXN Texas Instruments 0.1%
Value ($000) $5,020 Shares 26,563 Est. Cost $83.19 Unrealized +81.9%
Chewy Inc. Class A 0.1%
Value ($000) $4,985 Shares 58,848 Est. Cost $55.77 Unrealized
INTC Intel 0.1%
Value ($000) $4,647 Shares 72,604 Est. Cost $20.68 Unrealized +161.5%
ARE Alexandria Real Estate Equitie 0.1%
Value ($000) $4,446 Shares 27,062 Est. Cost $135.35 Unrealized +0.2%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $4,407 Shares 69,810 Est. Cost $37.75 Unrealized +35.2%
MTD Mettler-Toledo International 0.1%
Value ($000) $4,374 Shares 3,785 Est. Cost $603.15 Unrealized +92.2%
TSM Taiwan Semiconductor Mft Co Lt 0.1%
Value ($000) $4,372 Shares 36,963 Est. Cost $63.63 Unrealized
STT State Street 0.1%
Value ($000) $4,363 Shares 51,936 Est. Cost $49.31 Unrealized +34.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,199 Shares 19,007 Est. Cost $164.23 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $4,172 Shares 52,930 Est. Cost $47.31 Unrealized +47.9%
Magellan Midstream Partners LP 0.1%
Value ($000) $4,121 Shares 95,053 Est. Cost $58.88 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $4,047 Shares 32,435 Est. Cost $49.59 Unrealized +131.1%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $3,999 Shares 17,636 Est. Cost $164.29 Unrealized
CME CME Group Inc 0.1%
Value ($000) $3,975 Shares 19,465 Est. Cost $42.73 Unrealized +281.8%
BAX Baxter International 0.1%
Value ($000) $3,967 Shares 47,036 Est. Cost $40.81 Unrealized +75.1%
LLY Eli Lilly 0.1%
Value ($000) $3,875 Shares 20,739 Est. Cost $48.20 Unrealized +286.0%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $3,857 Shares 1,000 Est. Cost $1832.18 Unrealized
TE Connectivity Limited 0.1%
Value ($000) $3,801 Shares 29,442 Est. Cost $68.20 Unrealized
UTL Unitil Corp 0.1%
Value ($000) $3,783 Shares 82,800 Est. Cost $29.13 Unrealized +50.0%
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $3,760 Shares 115,699 Est. Cost $35.50 Unrealized
D Dominion Energy 0.1%
Value ($000) $3,715 Shares 48,906 Est. Cost $35.85 Unrealized +63.1%
TGT Target 0.1%
Value ($000) $3,702 Shares 18,691 Est. Cost $56.48 Unrealized +188.9%
FAST Fastenal Company 0.1%
Value ($000) $3,692 Shares 73,435 Est. Cost $10.90 Unrealized +95.2%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $3,642 Shares 11,411 Est. Cost $251.42 Unrealized
ADI Analog Devices 0.1%
Value ($000) $3,525 Shares 22,732 Est. Cost $35.99 Unrealized +292.1%
QCOM Qualcomm 0.1%
Value ($000) $3,517 Shares 26,529 Est. Cost $51.66 Unrealized +151.1%
CVS CVS Health Corp 0.1%
Value ($000) $3,368 Shares 44,769 Est. Cost $61.26 Unrealized +1.7%
KMB Kimberly-Clark 0.1%
Value ($000) $3,354 Shares 24,124 Est. Cost $73.76 Unrealized +50.3%
DLB Dolby Laboratories Inc 0.1%
Value ($000) $3,276 Shares 33,187 Est. Cost $50.71 Unrealized +75.0%
GIS General Mills 0.1%
Value ($000) $3,187 Shares 51,977 Est. Cost $32.68 Unrealized +49.8%
JD JD.Com Inc-ADR 0.1%
Value ($000) $3,152 Shares 37,377 Est. Cost $41.35 Unrealized
C Citigroup 0.1%
Value ($000) $3,058 Shares 42,035 Est. Cost $51.92 Unrealized +8.2%
Cooper Companies 0.1%
Value ($000) $2,995 Shares 7,798 Est. Cost $289.35 Unrealized
KEYS Keysight Technologies Inc 0.1%
Value ($000) $2,988 Shares 20,834 Est. Cost $103.42 Unrealized +37.1%
WFC Wells Fargo 0.1%
Value ($000) $2,987 Shares 76,443 Est. Cost $37.05 Unrealized -14.7%
New Relic 0.1%
Value ($000) $2,890 Shares 47,014 Est. Cost $65.41 Unrealized
BAH Booz Allen Hamilton Holdings 0.1%
Value ($000) $2,851 Shares 35,404 Est. Cost $63.75 Unrealized +19.8%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,839 Shares 3,842 Est. Cost $101.43 Unrealized +148.0%
GILD Gilead Sciences 0.1%
Value ($000) $2,776 Shares 42,954 Est. Cost $53.54 Unrealized -0.3%
WM Waste Management 0.1%
Value ($000) $2,708 Shares 20,987 Est. Cost $84.85 Unrealized +27.5%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,700 Shares 7 Est. Cost $177565.06 Unrealized +106.5%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $2,683 Shares 27,864 Est. Cost $82.68 Unrealized +14.6%
AMGN Amgen 0.1%
Value ($000) $2,627 Shares 10,557 Est. Cost $154.89 Unrealized +32.1%
EMR Emerson Electric 0.1%
Value ($000) $2,581 Shares 28,608 Est. Cost $40.49 Unrealized +92.2%
Linde Plc 0.1%
Value ($000) $2,522 Shares 9,001 Est. Cost $156.06 Unrealized
IWB iShares Russell 1000 Index 0.1%
Value ($000) $2,477 Shares 11,067 Est. Cost $153.07 Unrealized
ADPT Adaptive Biotechnologies 0.1%
Value ($000) $2,472 Shares 61,394 Est. Cost $50.55 Unrealized +7.1%
ROST Ross Stores 0.1%
Value ($000) $2,426 Shares 20,231 Est. Cost $62.81 Unrealized +78.6%
DOW Dow Inc 0.1%
Value ($000) $2,402 Shares 37,566 Est. Cost $34.78 Unrealized +31.7%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $2,401 Shares 35,609 Est. Cost $46.79 Unrealized
CCOI Cogent Communications Group 0.1%
Value ($000) $2,399 Shares 34,888 Est. Cost $33.22 Unrealized +39.1%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $2,375 Shares 31,300 Est. Cost $67.69 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $2,299 Shares 7,137 Est. Cost $36.31 Unrealized +63.7%
ODFL Old Dominion Freight Line 0.1%
Value ($000) $2,243 Shares 9,329 Est. Cost $104.81 Unrealized 0.0%
CCK Crown Holdings Inc 0.1%
Value ($000) $2,193 Shares 22,604 Est. Cost $66.14 Unrealized +38.5%
FSLR First Solar Inc 0.1%
Value ($000) $2,186 Shares 25,045 Est. Cost $62.16 Unrealized +47.6%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,182 Shares 10,557 Est. Cost $101.53 Unrealized
WCN Waste Connections 0.1%
Value ($000) $2,061 Shares 19,088 Est. Cost $96.69 Unrealized +1.7%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $2,039 Shares 38,221 Est. Cost $48.04 Unrealized
T AT & T 0.1%
Value ($000) $2,027 Shares 66,951 Est. Cost $14.73 Unrealized +9.6%
WAT Waters Corp 0.1%
Value ($000) $2,002 Shares 7,046 Est. Cost $144.63 Unrealized +88.8%
TDY Teledyne Technologies 0.0%
Value ($000) $1,970 Shares 4,763 Est. Cost $314.59 Unrealized +22.7%
HP Helmerich & Payne 0.0%
Value ($000) $1,905 Shares 70,672 Est. Cost $22.41 Unrealized +23.3%
ENTG Entegris Inc 0.0%
Value ($000) $1,893 Shares 16,929 Est. Cost $69.74 Unrealized +44.8%
PM Philip Morris International 0.0%
Value ($000) $1,891 Shares 21,306 Est. Cost $53.43 Unrealized +25.0%
TFX Teleflex 0.0%
Value ($000) $1,879 Shares 4,522 Est. Cost $336.62 Unrealized +15.2%
CFG Citizens Financial Group 0.0%
Value ($000) $1,860 Shares 42,131 Est. Cost $25.64 Unrealized +32.2%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $1,838 Shares 12,495 Est. Cost $91.35 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $1,837 Shares 8,293 Est. Cost $72.61 Unrealized +154.8%
VGT Vanguard Information Techology 0.0%
Value ($000) $1,799 Shares 5,017 Est. Cost $119.23 Unrealized
CIGI Colliers International 0.0%
Value ($000) $1,798 Shares 18,300 Est. Cost $78.84 Unrealized +22.9%
General Electric 0.0%
Value ($000) $1,790 Shares 136,363 Est. Cost $24.55 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $1,776 Shares 94,565 Est. Cost $14.71 Unrealized -2.9%
CMRC BigCommerce Holdings Ser 1 0.0%
Value ($000) $1,774 Shares 30,685 Est. Cost $66.45 Unrealized 0.0%
DUK Duke Energy 0.0%
Value ($000) $1,770 Shares 18,338 Est. Cost $47.90 Unrealized +57.5%
WRB WR Berkley Corporation 0.0%
Value ($000) $1,747 Shares 23,184 Est. Cost $17.11 Unrealized +60.0%
BALL Ball Corp 0.0%
Value ($000) $1,745 Shares 20,592 Est. Cost $65.30 Unrealized +26.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $1,719 Shares 9,709 Est. Cost $13.00 Unrealized +126.5%
SPGI S&P Global Inc 0.0%
Value ($000) $1,689 Shares 4,787 Est. Cost $252.10 Unrealized +26.8%
Brookfield Asset Management In 0.0%
Value ($000) $1,660 Shares 37,311 Est. Cost $41.58 Unrealized
JBHT Hunt JB Transport Services 0.0%
Value ($000) $1,577 Shares 9,381 Est. Cost $75.90 Unrealized +89.6%
PCH Potlatch Corporation 0.0%
Value ($000) $1,564 Shares 29,546 Est. Cost $40.66 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,561 Shares 16,996 Est. Cost $79.48 Unrealized
ALK Alaska Air 0.0%
Value ($000) $1,560 Shares 22,534 Est. Cost $60.10 Unrealized 0.0%
INTU Intuit 0.0%
Value ($000) $1,554 Shares 4,057 Est. Cost $67.00 Unrealized +457.8%
HEI Heico Corp 0.0%
Value ($000) $1,450 Shares 11,525 Est. Cost $124.94 Unrealized +2.8%
H Hyatt Hotels Corp Cl A 0.0%
Value ($000) $1,358 Shares 16,424 Est. Cost $53.00 Unrealized +46.6%
AZO AutoZone Inc 0.0%
Value ($000) $1,326 Shares 944 Est. Cost $709.41 Unrealized +74.5%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $1,309 Shares 5,385 Est. Cost $118.93 Unrealized
HSIC Henry Schein 0.0%
Value ($000) $1,277 Shares 18,450 Est. Cost $55.41 Unrealized +22.1%
MO Altria Group Inc 0.0%
Value ($000) $1,271 Shares 24,851 Est. Cost $26.27 Unrealized +15.8%
OMC Omnicom 0.0%
Value ($000) $1,250 Shares 16,854 Est. Cost $49.85 Unrealized +16.6%
NVDA Nvidia Corp 0.0%
Value ($000) $1,241 Shares 2,325 Est. Cost $7.73 Unrealized +73.3%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $1,236 Shares 4,301 Est. Cost $50.77 Unrealized +494.0%
CHD Church & Dwight 0.0%
Value ($000) $1,232 Shares 14,103 Est. Cost $35.92 Unrealized +119.3%
AWK American Water Works Company I 0.0%
Value ($000) $1,215 Shares 8,105 Est. Cost $39.82 Unrealized +245.7%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1,198 Shares 34,843 Est. Cost $20.50 Unrealized +39.5%
AMT Amer Tower Cl A 0.0%
Value ($000) $1,191 Shares 4,980 Est. Cost $83.95 Unrealized +129.1%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,156 Shares 4,440 Est. Cost $172.65 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $1,133 Shares 15,233 Est. Cost $47.61 Unrealized +59.4%
WLK Westlake Chemical Corp 0.0%
Value ($000) $1,115 Shares 12,557 Est. Cost $68.91 Unrealized +16.6%
Enphase Energy Inc 0.0%
Value ($000) $1,076 Shares 6,633 Est. Cost $165.47 Unrealized
PAYX Paychex 0.0%
Value ($000) $1,062 Shares 10,837 Est. Cost $33.93 Unrealized +136.9%
COLD Americold Realty Trust 0.0%
Value ($000) $1,017 Shares 26,437 Est. Cost $38.23 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $1,016 Shares 2,555 Est. Cost $322.15 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $998 Shares 4,664 Est. Cost $174.97 Unrealized
Kirkland Lake Gold Ltd 0.0%
Value ($000) $988 Shares 29,225 Est. Cost $45.88 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $984 Shares 3,465 Est. Cost $208.76 Unrealized +12.2%
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $966 Shares 6,845 Est. Cost $133.53 Unrealized +12.7%
GWW Grainger W W 0.0%
Value ($000) $959 Shares 2,393 Est. Cost $223.13 Unrealized +64.4%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $958 Shares 5,585 Est. Cost $59.77 Unrealized +120.7%
BA Boeing 0.0%
Value ($000) $952 Shares 3,738 Est. Cost $318.39 Unrealized -30.2%
TT Trane Technologies 0.0%
Value ($000) $925 Shares 5,588 Est. Cost $95.23 Unrealized +52.8%
HUM Humana 0.0%
Value ($000) $911 Shares 2,172 Est. Cost $339.87 Unrealized +12.2%
BlackRock Inc 0.0%
Value ($000) $907 Shares 1,203 Est. Cost $395.16 Unrealized
CCJ Cameco Corporation 0.0%
Value ($000) $889 Shares 53,545 Est. Cost $10.63 Unrealized +42.8%
IAA, Inc 0.0%
Value ($000) $888 Shares 16,105 Est. Cost $52.10 Unrealized
BK Bank of New York Mellon 0.0%
Value ($000) $887 Shares 18,754 Est. Cost $23.45 Unrealized +63.3%
HSY Hershey Foods 0.0%
Value ($000) $880 Shares 5,562 Est. Cost $74.56 Unrealized +79.8%
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $878 Shares 17,240 Est. Cost $38.67 Unrealized
FNV Franco Nevada Corporation 0.0%
Value ($000) $878 Shares 7,005 Est. Cost $138.30 Unrealized -16.8%
DEO Diageo Plc ADR 0.0%
Value ($000) $873 Shares 5,319 Est. Cost $137.05 Unrealized
EWBC East West Bancorp 0.0%
Value ($000) $870 Shares 11,790 Est. Cost $37.94 Unrealized +57.9%
AMLP Alerian MLP 0.0%
Value ($000) $864 Shares 28,343 Est. Cost $20.29 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $851 Shares 5,316 Est. Cost $101.78 Unrealized +46.1%
RJF Raymond James Financial Inc 0.0%
Value ($000) $835 Shares 6,810 Est. Cost $44.70 Unrealized +55.4%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $822 Shares 13,050 Est. Cost $55.11 Unrealized
VFC V F Corp 0.0%
Value ($000) $794 Shares 9,930 Est. Cost $58.26 Unrealized +39.3%
CDXS Codexis Inc 0.0%
Value ($000) $789 Shares 34,464 Est. Cost $16.46 Unrealized +42.1%
UPS United Parcel Service Class B 0.0%
Value ($000) $786 Shares 4,621 Est. Cost $90.51 Unrealized +45.8%
LHX L3Harris Technoligies Inc 0.0%
Value ($000) $785 Shares 3,872 Est. Cost $177.10 Unrealized -4.2%
Astrotech Corp 0.0%
Value ($000) $774 Shares 353,328 Est. Cost $1.77 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $745 Shares 1,375 Est. Cost $141.69 Unrealized +290.2%
TPR Tapestry Inc 0.0%
Value ($000) $742 Shares 18,000 Est. Cost $32.95 Unrealized +3.3%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $738 Shares 5,560 Est. Cost $58.81 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $738 Shares 24,390 Est. Cost $31.19 Unrealized +4.6%
MS Morgan Stanley 0.0%
Value ($000) $731 Shares 9,409 Est. Cost $65.58 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $716 Shares 6,617 Est. Cost $56.60 Unrealized +70.8%
GD General Dynamics 0.0%
Value ($000) $713 Shares 3,927 Est. Cost $144.40 Unrealized +1.8%
Proofpoint Inc 0.0%
Value ($000) $706 Shares 5,612 Est. Cost $136.37 Unrealized
FATE Fate Therapeutics Inc 0.0%
Value ($000) $692 Shares 8,391 Est. Cost $34.92 Unrealized +174.4%
MORN Morningstar Inc 0.0%
Value ($000) $680 Shares 3,021 Est. Cost $68.45 Unrealized +242.4%
SO Southern Co 0.0%
Value ($000) $658 Shares 10,579 Est. Cost $46.79 Unrealized +6.5%
Peoples United Financial Inc 0.0%
Value ($000) $657 Shares 36,703 Est. Cost $16.02 Unrealized
IP International Paper 0.0%
Value ($000) $654 Shares 12,098 Est. Cost $27.03 Unrealized +45.8%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $652 Shares 9,049 Est. Cost $65.86 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $652 Shares 2,805 Est. Cost $70.11 Unrealized +186.5%
PPG PPG Industries 0.0%
Value ($000) $647 Shares 4,303 Est. Cost $80.28 Unrealized +62.1%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $643 Shares 3,640 Est. Cost $135.45 Unrealized +39.9%
KKR KKR & Co Inc 0.0%
Value ($000) $640 Shares 13,105 Est. Cost $28.06 Unrealized +52.8%
TSLA Tesla Motors Inc 0.0%
Value ($000) $625 Shares 936 Est. Cost $155.86 Unrealized +61.1%
Ceridian HCM Holding Inc 0.0%
Value ($000) $619 Shares 7,350 Est. Cost $37.60 Unrealized
GLW Corning 0.0%
Value ($000) $614 Shares 14,117 Est. Cost $18.02 Unrealized +86.4%
Kansas City Southern 0.0%
Value ($000) $612 Shares 2,320 Est. Cost $190.53 Unrealized
ViacomCBS Inc Class B 0.0%
Value ($000) $587 Shares 13,008 Est. Cost $17.97 Unrealized
CLX Clorox 0.0%
Value ($000) $568 Shares 2,944 Est. Cost $124.57 Unrealized +32.5%
Varian Medical 0.0%
Value ($000) $565 Shares 3,200 Est. Cost $75.34 Unrealized
MAS Masco 0.0%
Value ($000) $560 Shares 9,350 Est. Cost $41.05 Unrealized +24.6%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $557 Shares 5,125 Est. Cost $47.52 Unrealized +87.9%
DD DuPont De Nemours Inc 0.0%
Value ($000) $555 Shares 7,185 Est. Cost $27.24 Unrealized +6.7%
EA Electronic Arts 0.0%
Value ($000) $543 Shares 4,010 Est. Cost $93.08 Unrealized +45.0%
Aptiv Plc 0.0%
Value ($000) $542 Shares 3,932 Est. Cost $72.15 Unrealized
Lexington Realty Trust 0.0%
Value ($000) $537 Shares 48,350 Est. Cost $10.12 Unrealized
Pretium Resources 0.0%
Value ($000) $534 Shares 51,511 Est. Cost $10.37 Unrealized
HPQ HP Inc 0.0%
Value ($000) $529 Shares 16,676 Est. Cost $10.01 Unrealized +133.1%
XEL XCEL Energy 0.0%
Value ($000) $527 Shares 7,919 Est. Cost $41.09 Unrealized +31.5%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $526 Shares 9,423 Est. Cost $60.26 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $509 Shares 10,908 Est. Cost $25.85 Unrealized +62.2%
PEG Public Service Enterprise 0.0%
Value ($000) $509 Shares 8,448 Est. Cost $29.54 Unrealized +65.6%
LNC Lincoln National 0.0%
Value ($000) $498 Shares 8,000 Est. Cost $35.63 Unrealized +21.1%
SNPS Synopsys Inc 0.0%
Value ($000) $496 Shares 2,000 Est. Cost $99.10 Unrealized +156.3%
MCHP Microchip Technology 0.0%
Value ($000) $489 Shares 3,150 Est. Cost $19.83 Unrealized +240.4%
LECO Lincoln Electric 0.0%
Value ($000) $487 Shares 3,960 Est. Cost $78.18 Unrealized +52.8%
PHM Pultegroup Inc. 0.0%
Value ($000) $481 Shares 9,170 Est. Cost $40.52 Unrealized +9.8%
CHKP Check Point Software 0.0%
Value ($000) $481 Shares 4,300 Est. Cost $52.09 Unrealized +131.3%
CHTR Charter Communications 0.0%
Value ($000) $481 Shares 779 Est. Cost $381.44 Unrealized +63.8%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $480 Shares 14,099 Est. Cost $24.98 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $471 Shares 35,123 Est. Cost $15.09 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $462 Shares 4,391 Est. Cost $40.35 Unrealized +109.2%
DOV Dover Corp 0.0%
Value ($000) $455 Shares 3,316 Est. Cost $98.46 Unrealized +21.5%
Thomson Reuters Corporation 0.0%
Value ($000) $454 Shares 5,179 Est. Cost $48.27 Unrealized
ILPT Industrial Logistics Prop Wi 0.0%
Value ($000) $452 Shares 19,550 Est. Cost $19.20 Unrealized
PGR Progressive 0.0%
Value ($000) $451 Shares 4,716 Est. Cost $29.81 Unrealized +171.7%
Kellogg 0.0%
Value ($000) $445 Shares 7,029 Est. Cost $40.27 Unrealized +16.7%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $442 Shares 2,917 Est. Cost $114.06 Unrealized
AFL AFLAC 0.0%
Value ($000) $438 Shares 8,563 Est. Cost $32.39 Unrealized +32.4%
ELV Anthem Inc 0.0%
Value ($000) $435 Shares 1,213 Est. Cost $179.40 Unrealized +67.7%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $431 Shares 1,184 Est. Cost $264.33 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $411 Shares 5,258 Est. Cost $50.79 Unrealized +41.0%
Tencent Music Entertainment Gr 0.0%
Value ($000) $410 Shares 20,000 Est. Cost $14.79 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $404 Shares 4,316 Est. Cost $42.46 Unrealized +74.4%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $403 Shares 2,842 Est. Cost $115.58 Unrealized
AZTA Brooks Pri Automation Inc 0.0%
Value ($000) $395 Shares 4,839 Est. Cost $80.33 Unrealized 0.0%
GS Goldman Sachs 0.0%
Value ($000) $393 Shares 1,203 Est. Cost $191.18 Unrealized +44.8%
PNC PNC Financial 0.0%
Value ($000) $392 Shares 2,233 Est. Cost $101.36 Unrealized +36.7%
EW Edwards Lifesciences 0.0%
Value ($000) $387 Shares 4,632 Est. Cost $64.23 Unrealized +31.6%
Royal Dutch Shell A ADRF ADR 0.0%
Value ($000) $384 Shares 9,781 Est. Cost $71.83 Unrealized
MTB M&T Bank 0.0%
Value ($000) $381 Shares 2,516 Est. Cost $107.81 Unrealized +17.0%
ASML ASML Holding NV NY Registry Sh 0.0%
Value ($000) $374 Shares 606 Est. Cost $510.59 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $362 Shares 1,786 Est. Cost $80.42 Unrealized +188.4%
SJM Smucker 0.0%
Value ($000) $360 Shares 2,844 Est. Cost $74.75 Unrealized +34.5%
WST West Pharmaceutical Services I 0.0%
Value ($000) $359 Shares 1,275 Est. Cost $115.92 Unrealized +144.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $359 Shares 154 Est. Cost $1755.46 Unrealized +24.5%
New Oriental Educatio - SP ADR 0.0%
Value ($000) $350 Shares 25,000 Est. Cost $27.56 Unrealized
CMS CMS Energy 0.0%
Value ($000) $349 Shares 5,700 Est. Cost $53.48 Unrealized -7.4%
AMAT Applied Materials 0.0%
Value ($000) $347 Shares 2,600 Est. Cost $70.69 Unrealized +49.5%
CTSO CytoSorbents Corp 0.0%
Value ($000) $346 Shares 39,876 Est. Cost $9.50 Unrealized +0.4%
VRT Vertiv Holdings LLC 0.0%
Value ($000) $342 Shares 17,100 Est. Cost $11.82 Unrealized +70.1%
SLB Schlumberger 0.0%
Value ($000) $338 Shares 12,433 Est. Cost $34.77 Unrealized -31.8%
RPM RPM International Inc 0.0%
Value ($000) $335 Shares 3,650 Est. Cost $52.96 Unrealized +63.2%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $334 Shares 1,555 Est. Cost $180.06 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $334 Shares 2,417 Est. Cost $92.73 Unrealized +28.3%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $325 Shares 5,710 Est. Cost $37.72 Unrealized +27.1%
BIDU Baidu Inc 0.0%
Value ($000) $315 Shares 1,450 Est. Cost $216.40 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $314 Shares 3,189 Est. Cost $77.01 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $310 Shares 5,824 Est. Cost $39.52 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $300 Shares 2,461 Est. Cost $118.20 Unrealized +27.7%
National Instruments 0.0%
Value ($000) $294 Shares 6,800 Est. Cost $38.10 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $288 Shares 2,550 Est. Cost $77.61 Unrealized +47.4%
OSK Oshkosh Corporation 0.0%
Value ($000) $285 Shares 2,400 Est. Cost $73.00 Unrealized +30.7%
CDK Global Inc 0.0%
Value ($000) $283 Shares 5,238 Est. Cost $43.27 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $278 Shares 409 Est. Cost $429.93 Unrealized +45.3%
IGV iShares North America Tech 0.0%
Value ($000) $273 Shares 800 Est. Cost $154.52 Unrealized
WBS Webster Financial 0.0%
Value ($000) $268 Shares 4,867 Est. Cost $27.09 Unrealized +96.5%
PNR Pentair Plc 0.0%
Value ($000) $264 Shares 4,240 Est. Cost $47.98 Unrealized +12.3%
NDSN Nordson Corp 0.0%
Value ($000) $263 Shares 1,325 Est. Cost $184.32 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $262 Shares 16,676 Est. Cost $7.41 Unrealized +61.6%
VTV Vanguard Value ETF 0.0%
Value ($000) $255 Shares 1,939 Est. Cost $131.51 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $250 Shares 4,221 Est. Cost $53.16 Unrealized +12.4%
ARKK Ark Innovation ETF 0.0%
Value ($000) $247 Shares 2,059 Est. Cost $119.96 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $245 Shares 2,761 Est. Cost $68.89 Unrealized +14.6%
IR Ingersoll Rand Inc 0.0%
Value ($000) $242 Shares 4,927 Est. Cost $41.17 Unrealized +11.8%
RSG Republic Services 0.0%
Value ($000) $240 Shares 2,411 Est. Cost $83.05 Unrealized +5.8%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $238 Shares 504 Est. Cost $389.35 Unrealized +24.4%
SONY Sony Corp 0.0%
Value ($000) $237 Shares 2,235 Est. Cost $101.12 Unrealized
ARKW ARK Next Generation Internet E 0.0%
Value ($000) $231 Shares 1,565 Est. Cost $147.60 Unrealized
Praxis Precision Medicines Inc 0.0%
Value ($000) $229 Shares 7,000 Est. Cost $55.00 Unrealized
ABBNY ABB Ltd ADR 0.0%
Value ($000) $229 Shares 7,500 Est. Cost $25.43 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $224 Shares 1,748 Est. Cost $62.67 Unrealized +78.9%
CSX CSX 0.0%
Value ($000) $221 Shares 2,295 Est. Cost $26.81 Unrealized +6.6%
SMG The Scotts Miracle-Gro Co 0.0%
Value ($000) $220 Shares 900 Est. Cost $188.67 Unrealized 0.0%
SPOT Spotify Technology 0.0%
Value ($000) $212 Shares 792 Est. Cost $282.20 Unrealized +10.5%
EGP EastGroup Properties Inc REIT 0.0%
Value ($000) $212 Shares 1,480 Est. Cost $137.84 Unrealized
PSX Phillips 66 0.0%
Value ($000) $210 Shares 2,571 Est. Cost $64.91 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $206 Shares 3,757 Est. Cost $54.83 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $206 Shares 1,103 Est. Cost $159.48 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $205 Shares 799 Est. Cost $256.57 Unrealized
EMN Eastman Chemical 0.0%
Value ($000) $204 Shares 1,851 Est. Cost $91.30 Unrealized 0.0%
VXF Vanguard Extended Market 0.0%
Value ($000) $203 Shares 1,148 Est. Cost $176.83 Unrealized
Vanguard Russell 1000 Value ET 0.0%
Value ($000) $201 Shares 1,510 Est. Cost $133.11 Unrealized
PHG Koninklijke Philips Electron N 0.0%
Value ($000) $201 Shares 3,523 Est. Cost $57.05 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $201 Shares 1,600 Est. Cost $108.27 Unrealized 0.0%
OLED Universal Display Corporation 0.0%
Value ($000) $200 Shares 845 Est. Cost $220.81 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $153 Shares 10,923 Est. Cost $13.33 Unrealized -0.1%
VXRT Vaxart In 0.0%
Value ($000) $121 Shares 20,000 Est. Cost $7.69 Unrealized 0.0%
Salisbury Bancorp 0.0%
Value ($000) $98 Shares 2,200 Est. Cost $37.13 Unrealized