ARCADIA INVESTMENT MANAGEMENT CORP/MI Diversified Active

CIK: 0001016972 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $531,897 (100.0% shares, 0.0% debt)

Holdings (293)

AAPL APPLE INC 3.9%
Value ($000) $20,880 Shares 152,453 Est. Cost $84.30 Unrealized +50.0%
SYK STRYKER CORPORATION 3.9%
Value ($000) $20,638 Shares 79,461 Est. Cost $96.16 Unrealized +153.2%
TMO THERMO FISHER SCIENTIFIC INC 3.4%
Value ($000) $18,346 Shares 36,366 Est. Cost $134.06 Unrealized +247.6%
ACN ACCENTURE PLC IRELAND 3.2%
Value ($000) $16,837 Shares 57,116 Est. Cost $67.67 Unrealized +296.2%
MSFT MICROSOFT CORP 3.0%
Value ($000) $16,212 Shares 59,845 Est. Cost $100.47 Unrealized +143.6%
SBUX STARBUCKS CORP 3.0%
Value ($000) $16,127 Shares 144,235 Est. Cost $35.42 Unrealized +187.1%
ITW ILLINOIS TOOL WKS INC 2.7%
Value ($000) $14,237 Shares 63,683 Est. Cost $56.43 Unrealized +263.3%
COST COSTCO WHSL CORP NEW 2.4%
Value ($000) $12,965 Shares 32,766 Est. Cost $92.56 Unrealized +287.9%
EL LAUDER ESTEE COS INC 2.4%
Value ($000) $12,564 Shares 39,501 Est. Cost $60.50 Unrealized +367.6%
ICE INTERCONTINENTAL EXCHANGE IN 2.3%
Value ($000) $12,497 Shares 105,286 Est. Cost $48.40 Unrealized +123.8%
MINT PIMCO ETF TR 2.3%
Value ($000) $12,270 Shares 120,330 Est. Cost $101.49 Unrealized
PANW PALO ALTO NETWORKS INC 2.3%
Value ($000) $12,236 Shares 32,978 Est. Cost $24.66 Unrealized +140.3%
AMZN AMAZON COM INC 2.3%
Value ($000) $12,161 Shares 3,535 Est. Cost $78.37 Unrealized +112.1%
MPWR MONOLITHIC PWR SYS INC 2.2%
Value ($000) $11,517 Shares 30,839 Est. Cost $98.20 Unrealized +246.3%
GOOGL ALPHABET INC 2.1%
Value ($000) $11,337 Shares 4,643 Est. Cost $40.26 Unrealized +187.9%
AVGO BROADCOM INC 2.1%
Value ($000) $11,282 Shares 23,659 Est. Cost $20.15 Unrealized +108.7%
INTU INTUIT 2.1%
Value ($000) $11,275 Shares 23,003 Est. Cost $56.34 Unrealized +648.1%
V VISA INC 2.1%
Value ($000) $11,083 Shares 47,398 Est. Cost $107.26 Unrealized +106.0%
ADBE ADOBE SYSTEMS INCORPORATED 2.1%
Value ($000) $10,924 Shares 18,653 Est. Cost $62.94 Unrealized +719.0%
PYPL PAYPAL HLDGS INC 2.0%
Value ($000) $10,798 Shares 37,045 Est. Cost $111.96 Unrealized +135.4%
VEEV VEEVA SYS INC 1.8%
Value ($000) $9,656 Shares 31,053 Est. Cost $162.46 Unrealized +71.6%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $9,294 Shares 139,094 Est. Cost $49.49 Unrealized +8.9%
ORLY OREILLY AUTOMOTIVE INC 1.6%
Value ($000) $8,491 Shares 14,997 Est. Cost $7.38 Unrealized +386.2%
ECL ECOLAB INC 1.6%
Value ($000) $8,343 Shares 40,504 Est. Cost $78.25 Unrealized +163.7%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $7,752 Shares 31,878 Est. Cost $102.33 Unrealized +117.1%
HD HOME DEPOT INC 1.4%
Value ($000) $7,471 Shares 23,428 Est. Cost $137.86 Unrealized +105.9%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $7,141 Shares 24,822 Est. Cost $91.06 Unrealized +186.3%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $7,035 Shares 42,577 Est. Cost $85.46 Unrealized +73.0%
GOOG ALPHABET INC 1.3%
Value ($000) $6,990 Shares 2,789 Est. Cost $35.68 Unrealized +231.5%
TT TRANE TECHNOLOGIES PLC 1.3%
Value ($000) $6,684 Shares 36,296 Est. Cost $91.63 Unrealized +83.3%
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $6,346 Shares 77,240 Est. Cost $81.90 Unrealized
NOW SERVICENOW INC 1.2%
Value ($000) $6,284 Shares 11,435 Est. Cost $59.72 Unrealized +69.7%
SJNK SPDR SER TR 1.2%
Value ($000) $6,183 Shares 224,195 Est. Cost $27.17 Unrealized
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $5,510 Shares 29,612 Est. Cost $14.83 Unrealized +128.8%
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $5,119 Shares 3,200 Est. Cost $117.17 Unrealized +40.1%
CBRE CBRE GROUP INC 0.9%
Value ($000) $5,024 Shares 58,600 Est. Cost $28.74 Unrealized +197.0%
NFLX NETFLIX INC 0.9%
Value ($000) $4,707 Shares 8,911 Est. Cost $28.08 Unrealized +82.1%
WSO WATSCO INC 0.9%
Value ($000) $4,666 Shares 16,280 Est. Cost $158.52 Unrealized +80.6%
FAST FASTENAL CO 0.9%
Value ($000) $4,645 Shares 89,321 Est. Cost $11.36 Unrealized +105.0%
IWM ISHARES TR 0.9%
Value ($000) $4,538 Shares 19,785 Est. Cost $153.25 Unrealized
DHR DANAHER CORPORATION 0.8%
Value ($000) $4,357 Shares 16,235 Est. Cost $49.58 Unrealized +338.0%
EEMA ISHARES INC 0.8%
Value ($000) $4,038 Shares 43,657 Est. Cost $75.96 Unrealized
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $3,912 Shares 62,660 Est. Cost $38.05 Unrealized +43.5%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $3,894 Shares 19,604 Est. Cost $84.34 Unrealized +109.0%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $3,836 Shares 25,494 Est. Cost $55.88 Unrealized +129.8%
VFC V F CORP 0.7%
Value ($000) $3,544 Shares 43,203 Est. Cost $51.95 Unrealized +60.4%
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $3,490 Shares 8,407 Est. Cost $175.95 Unrealized +90.7%
KMX CARMAX INC 0.6%
Value ($000) $3,397 Shares 26,304 Est. Cost $48.25 Unrealized +156.2%
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3,255 Shares 39,359 Est. Cost $82.55 Unrealized
MASI MASIMO CORP 0.6%
Value ($000) $3,026 Shares 12,479 Est. Cost $205.91 Unrealized +10.8%
IVV ISHARES TR 0.6%
Value ($000) $3,016 Shares 7,015 Est. Cost $261.52 Unrealized
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $2,880 Shares 49,559 Est. Cost $52.16 Unrealized +16.6%
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $2,583 Shares 27,066 Est. Cost $92.26 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $2,561 Shares 13,741 Est. Cost $76.79 Unrealized +116.8%
WTRG ESSENTIAL UTILS INC 0.4%
Value ($000) $2,287 Shares 50,035 Est. Cost $45.57 Unrealized +2.9%
MKTX MARKETAXESS HLDGS INC 0.4%
Value ($000) $2,170 Shares 4,680 Est. Cost $369.01 Unrealized +21.8%
ZS ZSCALER INC 0.4%
Value ($000) $2,018 Shares 9,340 Est. Cost $140.21 Unrealized +35.6%
IQDG WISDOMTREE TR 0.4%
Value ($000) $1,970 Shares 49,487 Est. Cost $37.48 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $1,909 Shares 24,525 Est. Cost $30.89 Unrealized +138.3%
CITRIX SYS INC 0.4%
Value ($000) $1,866 Shares 15,915 Est. Cost $100.20 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $1,835 Shares 8,951 Est. Cost $119.00 Unrealized +48.4%
ABT ABBOTT LABS 0.3%
Value ($000) $1,723 Shares 14,864 Est. Cost $55.45 Unrealized +93.5%
RVTY PERKINELMER INC 0.3%
Value ($000) $1,687 Shares 10,925 Est. Cost $45.12 Unrealized +208.3%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,644 Shares 30,275 Est. Cost $39.93 Unrealized
TRMB TRIMBLE INC 0.3%
Value ($000) $1,489 Shares 18,200 Est. Cost $52.46 Unrealized +51.5%
FTV FORTIVE CORP 0.3%
Value ($000) $1,464 Shares 20,995 Est. Cost $32.36 Unrealized +63.3%
IWO ISHARES TR 0.3%
Value ($000) $1,439 Shares 4,617 Est. Cost $234.71 Unrealized
CHGG CHEGG INC 0.3%
Value ($000) $1,411 Shares 16,976 Est. Cost $94.80 Unrealized -12.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,334 Shares 9,888 Est. Cost $84.91 Unrealized +42.2%
VMI VALMONT INDS INC 0.2%
Value ($000) $1,312 Shares 5,560 Est. Cost $222.93 Unrealized +8.5%
SHOP SHOPIFY INC 0.2%
Value ($000) $1,302 Shares 891 Est. Cost $99.42 Unrealized +23.9%
AMGN AMGEN INC 0.2%
Value ($000) $1,274 Shares 5,225 Est. Cost $182.51 Unrealized +16.4%
CGNX COGNEX CORP 0.2%
Value ($000) $1,263 Shares 15,026 Est. Cost $38.38 Unrealized +104.6%
XSOE WISDOMTREE TR 0.2%
Value ($000) $1,210 Shares 28,757 Est. Cost $40.88 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,208 Shares 8,152 Est. Cost $57.78 Unrealized +118.4%
SITE SITEONE LANDSCAPE SUPPLY INC 0.2%
Value ($000) $1,193 Shares 7,051 Est. Cost $85.22 Unrealized +105.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $1,121 Shares 60,000 Est. Cost $12.54 Unrealized
ISHARES TR 0.2%
Value ($000) $1,110 Shares 42,575 Est. Cost $26.11 Unrealized
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $1,086 Shares 6,216 Est. Cost $164.49 Unrealized +4.6%
IAT ISHARES TR 0.2%
Value ($000) $1,037 Shares 18,023 Est. Cost $55.19 Unrealized
ISHARES TR 0.2%
Value ($000) $1,024 Shares 38,825 Est. Cost $26.38 Unrealized
NKE NIKE INC 0.2%
Value ($000) $987 Shares 6,387 Est. Cost $125.95 Unrealized -0.2%
EMR EMERSON ELEC CO 0.2%
Value ($000) $983 Shares 10,211 Est. Cost $77.51 Unrealized +10.3%
EFA ISHARES TR 0.2%
Value ($000) $953 Shares 12,077 Est. Cost $65.97 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value ($000) $951 Shares 4,956 Est. Cost $92.01 Unrealized +100.3%
CVS CVS HEALTH CORP 0.2%
Value ($000) $918 Shares 11,000 Est. Cost $52.38 Unrealized +34.5%
STERICYCLE INC 0.2%
Value ($000) $875 Shares 12,231 Est. Cost $63.03 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $870 Shares 22,229 Est. Cost $21.08 Unrealized +47.0%
ABBV ABBVIE INC 0.2%
Value ($000) $844 Shares 7,490 Est. Cost $37.38 Unrealized +153.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $844 Shares 34,982 Est. Cost $33.76 Unrealized
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $834 Shares 34,775 Est. Cost $20.84 Unrealized -8.4%
STT STATE STR CORP 0.2%
Value ($000) $806 Shares 9,800 Est. Cost $44.76 Unrealized +61.8%
ISHARES TR 0.1%
Value ($000) $739 Shares 29,100 Est. Cost $25.46 Unrealized
ISHARES TR 0.1%
Value ($000) $738 Shares 27,350 Est. Cost $26.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $717 Shares 1,674 Est. Cost $246.88 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $690 Shares 1,680 Est. Cost $96.34 Unrealized +283.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $659 Shares 12,517 Est. Cost $72.75 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $645 Shares 24,225 Est. Cost $26.63 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $640 Shares 5,550 Est. Cost $115.13 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $627 Shares 3,803 Est. Cost $82.94 Unrealized +74.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $620 Shares 4,200 Est. Cost $80.36 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $535 Shares 1,400 Est. Cost $19.64 Unrealized +332.4%
RPM RPM INTL INC 0.1%
Value ($000) $530 Shares 5,980 Est. Cost $63.09 Unrealized +47.5%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $521 Shares 23,500 Est. Cost $22.75 Unrealized
COOPER COS INC 0.1%
Value ($000) $489 Shares 1,235 Est. Cost $192.16 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $487 Shares 3,848 Est. Cost $40.11 Unrealized +178.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $484 Shares 4,623 Est. Cost $77.87 Unrealized +11.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $468 Shares 954 Est. Cost $277.33 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $403 Shares 1,160 Est. Cost $167.75 Unrealized +89.9%
WMT WALMART INC 0.1%
Value ($000) $356 Shares 2,526 Est. Cost $33.94 Unrealized +29.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $349 Shares 6,230 Est. Cost $37.11 Unrealized +17.0%
SPYM SPDR SER TR 0.1%
Value ($000) $347 Shares 6,892 Est. Cost $51.77 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $320 Shares 2,060 Est. Cost $43.49 Unrealized +221.3%
MMM 3M CO 0.1%
Value ($000) $316 Shares 1,590 Est. Cost $67.06 Unrealized +109.4%
VNT VONTIER CORPORATION 0.1%
Value ($000) $310 Shares 9,501 Est. Cost $31.19 Unrealized +5.6%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $305 Shares 12,612 Est. Cost $13.18 Unrealized +50.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $302 Shares 570 Est. Cost $480.47 Unrealized +3.7%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $293 Shares 6,350 Est. Cost $45.75 Unrealized
QUIDEL CORP 0.1%
Value ($000) $293 Shares 2,289 Est. Cost $128.05 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $274 Shares 580 Est. Cost $314.97 Unrealized +27.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $270 Shares 687 Est. Cost $246.88 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $267 Shares 3,000 Est. Cost $44.09 Unrealized +82.8%
IWB ISHARES TR 0.0%
Value ($000) $263 Shares 1,087 Est. Cost $200.43 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $263 Shares 1,138 Est. Cost $87.66 Unrealized +138.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $261 Shares 1,617 Est. Cost $45.12 Unrealized +227.5%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $253 Shares 1,200 Est. Cost $165.04 Unrealized +27.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $229 Shares 9,922 Est. Cost $26.32 Unrealized -22.7%
BLACKROCK INC 0.0%
Value ($000) $227 Shares 259 Est. Cost $574.86 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $223 Shares 699 Est. Cost $120.16 Unrealized +160.3%
IWP ISHARES TR 0.0%
Value ($000) $222 Shares 1,960 Est. Cost $111.99 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $213 Shares 365 Est. Cost $262.12 Unrealized +99.0%
MDYG SPDR SER TR 0.0%
Value ($000) $210 Shares 2,703 Est. Cost $83.56 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $208 Shares 1,348 Est. Cost $53.22 Unrealized +166.9%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $204 Shares 1,175 Est. Cost $100.77 Unrealized +69.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $200 Shares 1,400 Est. Cost $53.32 Unrealized +129.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $199 Shares 4,393 Est. Cost $35.08 Unrealized +14.0%
SYY SYSCO CORP 0.0%
Value ($000) $198 Shares 2,553 Est. Cost $63.46 Unrealized +12.4%
HOLLYFRONTIER CORP 0.0%
Value ($000) $197 Shares 6,000 Est. Cost $51.17 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $195 Shares 3,084 Est. Cost $51.64 Unrealized -3.1%
FISV FISERV INC 0.0%
Value ($000) $192 Shares 1,800 Est. Cost $49.98 Unrealized +132.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $190 Shares 87 Est. Cost $1927.71 Unrealized +19.1%
BLACKROCK MUNIYLD MICH QLTY 0.0%
Value ($000) $187 Shares 12,151 Est. Cost $13.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $183 Shares 659 Est. Cost $146.33 Unrealized +91.0%
CDW CDW CORP 0.0%
Value ($000) $175 Shares 1,000 Est. Cost $62.44 Unrealized +160.8%
ABIOMED INC 0.0%
Value ($000) $168 Shares 537 Est. Cost $277.47 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $166 Shares 610 Est. Cost $129.45 Unrealized
SPDR SER TR 0.0%
Value ($000) $166 Shares 1,701 Est. Cost $89.71 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $162 Shares 2,355 Est. Cost $56.12 Unrealized -0.5%
MDU MDU RES GROUP INC 0.0%
Value ($000) $152 Shares 4,850 Est. Cost $10.95 Unrealized 0.0%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $148 Shares 2,503 Est. Cost $59.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $146 Shares 550 Est. Cost $98.05 Unrealized +155.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $142 Shares 1,000 Est. Cost $45.26 Unrealized +184.6%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $130 Shares 1,400 Est. Cost $100.00 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $129 Shares 2,800 Est. Cost $34.43 Unrealized +34.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $127 Shares 725 Est. Cost $51.63 Unrealized 0.0%
ARCH RESOURCES INC 0.0%
Value ($000) $126 Shares 126,326 Est. Cost $1.00 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $124 Shares 2,000 Est. Cost $35.51 Unrealized +67.9%
OKTA OKTA INC 0.0%
Value ($000) $122 Shares 500 Est. Cost $241.37 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $117 Shares 7,335 Est. Cost $14.04 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $117 Shares 1,500 Est. Cost $57.05 Unrealized +12.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $115 Shares 500 Est. Cost $128.02 Unrealized +49.9%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $115 Shares 8,230 Est. Cost $12.39 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $115 Shares 426 Est. Cost $101.21 Unrealized +118.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $114 Shares 300 Est. Cost $160.37 Unrealized +99.2%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $113 Shares 250 Est. Cost $412.56 Unrealized +3.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $112 Shares 1,400 Est. Cost $41.74 Unrealized +65.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $109 Shares 2,400 Est. Cost $34.80 Unrealized +30.3%
WELL WELLTOWER INC 0.0%
Value ($000) $108 Shares 1,301 Est. Cost $50.81 Unrealized +33.7%
IBTE ISHARES TR 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $25.63 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $34.25 Unrealized +14.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $96 Shares 941 Est. Cost $53.36 Unrealized +53.3%
CERNER CORP 0.0%
Value ($000) $93 Shares 1,185 Est. Cost $63.97 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $91 Shares 404 Est. Cost $169.55 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $90 Shares 1,586 Est. Cost $41.85 Unrealized +17.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $86 Shares 585 Est. Cost $95.28 Unrealized +19.1%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $85 Shares 10,000 Est. Cost $8.30 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $85 Shares 1,132 Est. Cost $72.44 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $81 Shares 1,664 Est. Cost $60.86 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $22.27 Unrealized +28.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 1,875 Est. Cost $24.00 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $69 Shares 1,250 Est. Cost $43.25 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $68 Shares 6,000 Est. Cost $15.04 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $68 Shares 352 Est. Cost $115.54 Unrealized +55.4%
CSX CSX CORP 0.0%
Value ($000) $66 Shares 2,065 Est. Cost $24.20 Unrealized +28.0%
MED MEDIFAST INC 0.0%
Value ($000) $66 Shares 232 Est. Cost $238.00 Unrealized +0.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $64 Shares 252 Est. Cost $259.62 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $63 Shares 937 Est. Cost $38.39 Unrealized +65.8%
UNP UNION PAC CORP 0.0%
Value ($000) $62 Shares 283 Est. Cost $86.74 Unrealized +131.0%
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $12.00 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $60 Shares 500 Est. Cost $91.73 Unrealized +12.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $44.26 Unrealized +18.1%
GNTX GENTEX CORP 0.0%
Value ($000) $57 Shares 1,733 Est. Cost $23.49 Unrealized +47.6%
SDY SPDR SER TR 0.0%
Value ($000) $55 Shares 453 Est. Cost $80.92 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $55 Shares 700 Est. Cost $66.49 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 1,050 Est. Cost $39.22 Unrealized +19.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $55 Shares 896 Est. Cost $42.40 Unrealized +11.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $55 Shares 35 Est. Cost $1492.06 Unrealized -1.6%
CME CME GROUP INC 0.0%
Value ($000) $53 Shares 250 Est. Cost $63.83 Unrealized +175.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $52 Shares 400 Est. Cost $54.31 Unrealized +112.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $17.13 Unrealized +145.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $49 Shares 250 Est. Cost $96.59 Unrealized +55.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $48 Shares 221 Est. Cost $123.31 Unrealized +58.6%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $48 Shares 1,188 Est. Cost $40.21 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $48 Shares 60 Est. Cost $6.48 Unrealized +146.8%
IJR ISHARES TR 0.0%
Value ($000) $46 Shares 410 Est. Cost $64.45 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $45 Shares 200 Est. Cost $225.00 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $45 Shares 122 Est. Cost $94.67 Unrealized +282.7%
ETN EATON CORP PLC 0.0%
Value ($000) $44 Shares 300 Est. Cost $71.40 Unrealized +87.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $43 Shares 593 Est. Cost $66.51 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $43 Shares 501 Est. Cost $42.85 Unrealized +91.1%
SPHR MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $42 Shares 500 Est. Cost $33.31 Unrealized +22.7%
TSLA TESLA INC 0.0%
Value ($000) $41 Shares 60 Est. Cost $217.09 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $14.00 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $31.42 Unrealized +23.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $39 Shares 188 Est. Cost $93.13 Unrealized +76.3%
ELV ANTHEM INC 0.0%
Value ($000) $38 Shares 100 Est. Cost $249.81 Unrealized +43.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $37 Shares 705 Est. Cost $29.33 Unrealized +56.2%
YORW YORK WTR CO 0.0%
Value ($000) $36 Shares 800 Est. Cost $28.55 Unrealized +56.8%
KKR KKR & CO INC 0.0%
Value ($000) $34 Shares 568 Est. Cost $22.27 Unrealized +139.5%
KO COCA COLA CO 0.0%
Value ($000) $34 Shares 628 Est. Cost $43.39 Unrealized +9.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.65 Unrealized -16.3%
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $32 Shares 350 Est. Cost $55.73 Unrealized +61.7%
USB US BANCORP DEL 0.0%
Value ($000) $31 Shares 540 Est. Cost $35.09 Unrealized +36.0%
MDYV SPDR SER TR 0.0%
Value ($000) $30 Shares 450 Est. Cost $73.53 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $27 Shares 100 Est. Cost $248.10 Unrealized +9.6%
F-STAR THERAPEUTICS INC 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $10.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $9.50 Unrealized +143.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $26 Shares 68 Est. Cost $242.67 Unrealized +39.5%
CMA COMERICA INC 0.0%
Value ($000) $24 Shares 330 Est. Cost $52.81 Unrealized +12.8%
VTRS VIATRIS INC 0.0%
Value ($000) $24 Shares 1,645 Est. Cost $13.33 Unrealized -11.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $24 Shares 400 Est. Cost $33.14 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $23 Shares 1,113 Est. Cost $19.61 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $22 Shares 465 Est. Cost $47.31 Unrealized
CORE LABORATORIES N V 0.0%
Value ($000) $22 Shares 576 Est. Cost $149.02 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $21 Shares 434 Est. Cost $38.35 Unrealized +27.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 117 Est. Cost $127.73 Unrealized +37.6%
OGN ORGANON & CO 0.0%
Value ($000) $20 Shares 650 Est. Cost $26.93 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $18 Shares 900 Est. Cost $8.45 Unrealized +48.0%
T AT&T INC 0.0%
Value ($000) $18 Shares 625 Est. Cost $16.14 Unrealized +5.2%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $18 Shares 1,766 Est. Cost $10.48 Unrealized
GDL FD 0.0%
Value ($000) $17 Shares 1,900 Est. Cost $8.79 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 134 Est. Cost $109.50 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $16 Shares 41 Est. Cost $369.03 Unrealized 0.0%
RPT REALTY 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $11.67 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 385 Est. Cost $34.99 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $193.67 Unrealized +17.6%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $14 Shares 978 Est. Cost $11.22 Unrealized +11.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $13 Shares 45 Est. Cost $249.16 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.00 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $12 Shares 75 Est. Cost $154.44 Unrealized +3.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $51.97 Unrealized +108.0%
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $12 Shares 2,700 Est. Cost $3.29 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $10 Shares 74 Est. Cost $125.21 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $10 Shares 100 Est. Cost $61.14 Unrealized +27.5%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 35 Est. Cost $171.43 Unrealized
LINDE PLC 0.0%
Value ($000) $9 Shares 31 Est. Cost $290.32 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $9 Shares 58 Est. Cost $150.25 Unrealized +3.3%
INTC INTEL CORP 0.0%
Value ($000) $9 Shares 164 Est. Cost $53.58 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 28 Est. Cost $291.08 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $9 Shares 62 Est. Cost $133.35 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $164.21 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $56.18 Unrealized +11.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $8 Shares 45 Est. Cost $147.67 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $8 Shares 33 Est. Cost $235.22 Unrealized 0.0%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $8 Shares 470 Est. Cost $16.00 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $8 Shares 100 Est. Cost $29.59 Unrealized +151.6%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 83 Est. Cost $70.57 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 84 Est. Cost $54.61 Unrealized +38.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $192.16 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 24 Est. Cost $262.94 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $7 Shares 39 Est. Cost $179.49 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $7 Shares 133 Est. Cost $47.05 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $6 Shares 130 Est. Cost $42.07 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 71 Est. Cost $84.51 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $5 Shares 64 Est. Cost $72.72 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $101.09 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $5 Shares 125 Est. Cost $36.67 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 30 Est. Cost $73.65 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $62.84 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2 Shares 85 Est. Cost $17.94 Unrealized +16.7%
MOLECULAR TEMPLATES INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
EVOFEM BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $58.51 Unrealized +62.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $106.49 Unrealized +49.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $1 Shares 293 Est. Cost $3.41 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.60 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $12.27 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.87 Unrealized +2.3%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.07 Unrealized +111.0%