BURNS J W & CO INC/NY Diversified Active

CIK: 0001047339 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 20, 2022

Total Value ($000): $690,722 (100.0% shares, 0.0% debt)

Holdings (188)

AAPL APPLE 9.7%
Value ($000) $66,812 Shares 376,256 Est. Cost $83.87 Unrealized +84.5%
MSFT MICROSOFT CORP 7.8%
Value ($000) $53,831 Shares 160,058 Est. Cost $26.88 Unrealized +1065.8%
VISA 4.3%
Value ($000) $29,596 Shares 136,568 Est. Cost $65.43 Unrealized
ALPHABET CL C 2.6%
Value ($000) $18,231 Shares 6,301 Est. Cost $802.98 Unrealized
QQQ NASDAQ 100 ETF 2.6%
Value ($000) $18,152 Shares 45,625 Est. Cost $177.08 Unrealized
AMZN AMAZON 2.6%
Value ($000) $17,985 Shares 5,394 Est. Cost $55.48 Unrealized +208.5%
PEP PEPSICO 2.6%
Value ($000) $17,939 Shares 103,267 Est. Cost $59.51 Unrealized +141.1%
DHR DANAHER CORP 2.0%
Value ($000) $13,803 Shares 41,952 Est. Cost $55.54 Unrealized +386.3%
MCD MCDONALD'S CORP 1.9%
Value ($000) $13,309 Shares 49,647 Est. Cost $93.36 Unrealized +145.9%
BRK/B BERKSHIRE HATHAWAY B 1.9%
Value ($000) $12,980 Shares 43,413 Est. Cost $132.38 Unrealized +116.3%
JPM JP MORGAN CHASE 1.9%
Value ($000) $12,898 Shares 81,450 Est. Cost $51.19 Unrealized +188.8%
PG PROCTER & GAMBLE 1.8%
Value ($000) $12,549 Shares 76,716 Est. Cost $58.39 Unrealized +129.7%
DIS DISNEY WALT CO 1.8%
Value ($000) $12,116 Shares 78,226 Est. Cost $69.16 Unrealized +128.2%
SBUX STARBUCKS CORP 1.7%
Value ($000) $11,966 Shares 102,297 Est. Cost $40.66 Unrealized +151.4%
NFLX NETFLIX 1.6%
Value ($000) $11,302 Shares 18,761 Est. Cost $11.77 Unrealized +442.7%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $11,021 Shares 64,424 Est. Cost $67.75 Unrealized +114.1%
NSC NORFOLK SOUTHERN 1.6%
Value ($000) $10,889 Shares 36,577 Est. Cost $73.47 Unrealized +247.4%
TMO THERMO FISHER SCIENTIFIC 1.5%
Value ($000) $10,203 Shares 15,292 Est. Cost $140.53 Unrealized +339.2%
PAYX PAYCHEX 1.4%
Value ($000) $9,652 Shares 70,712 Est. Cost $34.50 Unrealized +218.5%
IJH S&P MID-CAP 400 ETF 1.4%
Value ($000) $9,593 Shares 33,889 Est. Cost $158.12 Unrealized
IJS S&P SMALL-CAP 600 VALUE ETF 1.2%
Value ($000) $8,545 Shares 81,777 Est. Cost $95.35 Unrealized
PYPL PAYPAL HOLDINGS 1.2%
Value ($000) $8,447 Shares 44,791 Est. Cost $73.00 Unrealized +195.7%
WASTE MGMT 1.2%
Value ($000) $8,356 Shares 50,064 Est. Cost $81.18 Unrealized
CVX CHEVRON 1.2%
Value ($000) $8,342 Shares 71,090 Est. Cost $73.52 Unrealized +30.7%
SYK STRYKER 1.2%
Value ($000) $8,211 Shares 30,706 Est. Cost $60.65 Unrealized +314.1%
MS MORGAN STANLEY 1.2%
Value ($000) $8,078 Shares 82,299 Est. Cost $24.48 Unrealized +254.5%
RTX RAYTHEON TECHNOLOGIES 1.2%
Value ($000) $7,965 Shares 92,557 Est. Cost $54.85 Unrealized +44.6%
ZTS ZOETIS, INC 1.1%
Value ($000) $7,683 Shares 31,485 Est. Cost $111.32 Unrealized +89.1%
COSTCO WHOLESALE CO 1.1%
Value ($000) $7,654 Shares 13,483 Est. Cost $239.38 Unrealized
XLF S&P FINANCIAL ETF 1.1%
Value ($000) $7,432 Shares 190,320 Est. Cost $23.51 Unrealized
ABT ABBOTT LABS 1.1%
Value ($000) $7,428 Shares 52,777 Est. Cost $57.21 Unrealized +107.5%
LOW LOWES CO 1.1%
Value ($000) $7,263 Shares 28,099 Est. Cost $57.68 Unrealized +281.1%
HD HOME DEPOT 1.0%
Value ($000) $6,951 Shares 16,749 Est. Cost $72.78 Unrealized +371.6%
META META PLATFORMS (FORMERLY FACEB 1.0%
Value ($000) $6,947 Shares 20,655 Est. Cost $165.32 Unrealized +99.4%
XLI S&P INDUSTRIAL ETF 0.9%
Value ($000) $6,148 Shares 58,103 Est. Cost $69.23 Unrealized
PFE PFIZER 0.8%
Value ($000) $5,852 Shares 99,106 Est. Cost $19.23 Unrealized +109.2%
AMGN AMGEN 0.8%
Value ($000) $5,556 Shares 24,696 Est. Cost $132.61 Unrealized +39.6%
BDX BECTON DICKINSON 0.8%
Value ($000) $5,550 Shares 22,069 Est. Cost $149.59 Unrealized +49.4%
ALPHABET CL A 0.8%
Value ($000) $5,403 Shares 1,865 Est. Cost $778.15 Unrealized
VIG VANGUARD DIV APPR'N ETF 0.8%
Value ($000) $5,296 Shares 30,835 Est. Cost $79.40 Unrealized
VERIZON COMM 0.7%
Value ($000) $5,135 Shares 98,824 Est. Cost $51.14 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $4,903 Shares 110,205 Est. Cost $23.33 Unrealized +75.8%
S&P TECHNOLOGY ETF 0.7%
Value ($000) $4,816 Shares 27,701 Est. Cost $56.52 Unrealized
S&P 500 ETF 0.7%
Value ($000) $4,816 Shares 10,139 Est. Cost $221.43 Unrealized
IBB NASDAQ BIOTECH ETF 0.7%
Value ($000) $4,586 Shares 30,048 Est. Cost $134.12 Unrealized
CME GRP 0.6%
Value ($000) $4,466 Shares 19,550 Est. Cost $113.00 Unrealized
ABBVIE 0.6%
Value ($000) $4,238 Shares 31,300 Est. Cost $78.90 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $4,130 Shares 69,744 Est. Cost $30.46 Unrealized +61.4%
PFF ISHARES US PFD ETF 0.6%
Value ($000) $3,899 Shares 98,882 Est. Cost $38.13 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $3,881 Shares 62,238 Est. Cost $34.52 Unrealized +42.6%
YUM YUM! BRANDS 0.5%
Value ($000) $3,636 Shares 26,186 Est. Cost $42.37 Unrealized +179.0%
CHD CHURCH & DWIGHT CO 0.5%
Value ($000) $3,390 Shares 33,072 Est. Cost $42.42 Unrealized +103.6%
URI UNITED RENTALS 0.5%
Value ($000) $3,323 Shares 10,000 Est. Cost $68.24 Unrealized +406.0%
ECL ECOLAB 0.4%
Value ($000) $3,106 Shares 13,239 Est. Cost $183.40 Unrealized +17.5%
UNITEDHEALTH GRP 0.4%
Value ($000) $2,984 Shares 5,943 Est. Cost $269.52 Unrealized
NVIDIA CORP 0.4%
Value ($000) $2,964 Shares 10,078 Est. Cost $219.99 Unrealized
VTI VANGUARD TOTAL MKT ETF 0.4%
Value ($000) $2,935 Shares 12,155 Est. Cost $98.11 Unrealized
CSCO CISCO SYSTEMS 0.4%
Value ($000) $2,897 Shares 45,713 Est. Cost $33.41 Unrealized +51.1%
DE DEERE & CO 0.4%
Value ($000) $2,845 Shares 8,298 Est. Cost $268.77 Unrealized +22.3%
BA BOEING CO 0.4%
Value ($000) $2,446 Shares 12,150 Est. Cost $266.91 Unrealized -20.8%
CRM SALESFORCE 0.3%
Value ($000) $2,336 Shares 9,193 Est. Cost $232.64 Unrealized +19.3%
WCN WASTE CONNECTIONS 0.3%
Value ($000) $2,285 Shares 16,770 Est. Cost $48.09 Unrealized +169.0%
KMB KIMBERLY CLARK CO 0.3%
Value ($000) $2,276 Shares 15,928 Est. Cost $71.87 Unrealized +60.4%
EXXON MOBIL CORP 0.3%
Value ($000) $2,176 Shares 35,553 Est. Cost $89.71 Unrealized
NEE NEXTERA ENERGY 0.3%
Value ($000) $2,131 Shares 22,827 Est. Cost $62.56 Unrealized +23.6%
FEDEX CORP 0.3%
Value ($000) $2,068 Shares 7,995 Est. Cost $200.65 Unrealized
CLX CLOROX CO 0.3%
Value ($000) $2,063 Shares 11,832 Est. Cost $61.87 Unrealized +135.4%
INTERCONTINENTAL EXCHNGE 0.3%
Value ($000) $2,056 Shares 15,034 Est. Cost $86.95 Unrealized
INTUITIVE SURGICAL 0.3%
Value ($000) $1,971 Shares 5,486 Est. Cost $402.61 Unrealized
CONSTELLATION BRANDS 0.3%
Value ($000) $1,907 Shares 7,599 Est. Cost $190.49 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $1,864 Shares 19,617 Est. Cost $49.79 Unrealized +53.3%
RSP INVESCO S&P EQUAL WT 0.3%
Value ($000) $1,777 Shares 10,918 Est. Cost $101.90 Unrealized
AMAT APPLIED MATERIALS 0.2%
Value ($000) $1,715 Shares 10,900 Est. Cost $50.88 Unrealized +174.3%
HSY THE HERSHEY CO 0.2%
Value ($000) $1,687 Shares 8,722 Est. Cost $70.22 Unrealized +133.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,684 Shares 6,686 Est. Cost $73.88 Unrealized +191.0%
ADSK AUTODESK 0.2%
Value ($000) $1,658 Shares 5,897 Est. Cost $36.93 Unrealized +689.2%
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,623 Shares 23,672 Est. Cost $28.25 Unrealized +93.7%
SJM J M SMUCKER CO 0.2%
Value ($000) $1,620 Shares 11,931 Est. Cost $72.23 Unrealized +53.7%
INTC INTEL CORP 0.2%
Value ($000) $1,572 Shares 30,523 Est. Cost $19.88 Unrealized +137.8%
VYM VANGUARD HIGH DIV YIELD 0.2%
Value ($000) $1,545 Shares 13,781 Est. Cost $78.16 Unrealized
IWF RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,527 Shares 4,998 Est. Cost $82.73 Unrealized
MO ALTRIA 0.2%
Value ($000) $1,429 Shares 30,149 Est. Cost $16.28 Unrealized +101.5%
SPHQ S&P 500 HIGH-QUALITY ETF 0.2%
Value ($000) $1,384 Shares 26,004 Est. Cost $31.01 Unrealized
EBAY EBAY 0.2%
Value ($000) $1,244 Shares 18,700 Est. Cost $21.02 Unrealized +214.1%
ITA DJ US AERO & DEF ETF 0.2%
Value ($000) $1,201 Shares 11,687 Est. Cost $128.78 Unrealized
QQQJ NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $1,184 Shares 35,282 Est. Cost $33.13 Unrealized
TJX TJX COMPANIES 0.2%
Value ($000) $1,171 Shares 15,418 Est. Cost $47.82 Unrealized +36.5%
BX BLACKSTONE GROUP 0.2%
Value ($000) $1,095 Shares 8,465 Est. Cost $39.22 Unrealized +196.0%
AT & T CORP 0.2%
Value ($000) $1,054 Shares 42,828 Est. Cost $35.44 Unrealized
XLB S&P MATERIALS ETF 0.2%
Value ($000) $1,046 Shares 11,548 Est. Cost $80.05 Unrealized
FPE FIRST TRUST PFD SEC & INC 0.1%
Value ($000) $1,036 Shares 50,975 Est. Cost $19.52 Unrealized
HSIC SCHEIN HENRY 0.1%
Value ($000) $1,022 Shares 13,180 Est. Cost $54.00 Unrealized +41.5%
METLIFE 0.1%
Value ($000) $962 Shares 15,401 Est. Cost $52.37 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $958 Shares 3,885 Est. Cost $59.62 Unrealized +247.7%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $957 Shares 7,956 Est. Cost $117.23 Unrealized
NVS NOVARTIS 0.1%
Value ($000) $941 Shares 10,757 Est. Cost $75.03 Unrealized
IVW S&P 500 GROWTH 0.1%
Value ($000) $898 Shares 10,728 Est. Cost $69.75 Unrealized
BLACKROCK 0.1%
Value ($000) $892 Shares 974 Est. Cost $344.81 Unrealized
DISCOVER FINANCIAL SERV 0.1%
Value ($000) $889 Shares 7,691 Est. Cost $47.70 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $884 Shares 10,581 Est. Cost $49.16 Unrealized +41.8%
CARR CARRIER GLOBAL 0.1%
Value ($000) $863 Shares 15,905 Est. Cost $17.13 Unrealized +197.4%
XLY S&P CONSUMER DISCRETIONARY 0.1%
Value ($000) $861 Shares 4,212 Est. Cost $144.24 Unrealized
MDT MEDTRONIC 0.1%
Value ($000) $839 Shares 8,107 Est. Cost $60.20 Unrealized +69.5%
BABA ALIBABA 0.1%
Value ($000) $828 Shares 6,971 Est. Cost $165.95 Unrealized
MRK MERCK & CO 0.1%
Value ($000) $824 Shares 10,757 Est. Cost $45.33 Unrealized +54.2%
SDY S&P DIVIDEND ETF 0.1%
Value ($000) $820 Shares 6,347 Est. Cost $74.18 Unrealized
IAU ISHARES GOLD ETF 0.1%
Value ($000) $760 Shares 21,834 Est. Cost $33.71 Unrealized
GILD GILEAD SCIENCES 0.1%
Value ($000) $759 Shares 10,455 Est. Cost $53.25 Unrealized +10.4%
ZIMMER HOLDINGS 0.1%
Value ($000) $753 Shares 5,926 Est. Cost $78.92 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $751 Shares 5,103 Est. Cost $119.15 Unrealized
TSLA TESLA MOTORS 0.1%
Value ($000) $729 Shares 690 Est. Cost $152.17 Unrealized +120.4%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $716 Shares 8,185 Est. Cost $23.13 Unrealized +68.3%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $681 Shares 1,915 Est. Cost $183.93 Unrealized +68.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $674 Shares 1,544 Est. Cost $307.05 Unrealized
ACTIVISION BLIZZARD 0.1%
Value ($000) $673 Shares 10,116 Est. Cost $79.41 Unrealized
GLW CORNING 0.1%
Value ($000) $660 Shares 17,734 Est. Cost $14.90 Unrealized +123.8%
MED MEDIFAST 0.1%
Value ($000) $649 Shares 3,100 Est. Cost $57.54 Unrealized +222.3%
BNL BROADSTONE NET LEASE 0.1%
Value ($000) $635 Shares 25,596 Est. Cost $23.40 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $623 Shares 452 Est. Cost $79.73 Unrealized +83.3%
QCOM QUALCOMM 0.1%
Value ($000) $604 Shares 3,300 Est. Cost $69.00 Unrealized +111.7%
TRV TRAVELERS 0.1%
Value ($000) $585 Shares 3,740 Est. Cost $73.16 Unrealized +96.7%
IWV ISHARES RUSSELL 3000 0.1%
Value ($000) $583 Shares 2,100 Est. Cost $142.67 Unrealized
ED CONSOLIDATED EDISON 0.1%
Value ($000) $582 Shares 6,818 Est. Cost $55.48 Unrealized +22.7%
IYW DJ US TECHNOLOGY ETF 0.1%
Value ($000) $560 Shares 4,875 Est. Cost $98.03 Unrealized
CBU COMMUNITY BANK SYSTEM 0.1%
Value ($000) $551 Shares 7,401 Est. Cost $25.33 Unrealized +151.4%
S&P ENERGY ETF 0.1%
Value ($000) $545 Shares 9,813 Est. Cost $69.74 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $543 Shares 2,303 Est. Cost $87.59 Unrealized +135.6%
MMM 3M COMPANY 0.1%
Value ($000) $543 Shares 3,058 Est. Cost $68.24 Unrealized +86.5%
SUNPOWER CORP 0.1%
Value ($000) $524 Shares 25,100 Est. Cost $19.20 Unrealized
GLD S&P GOLD SHARES ETF 0.1%
Value ($000) $516 Shares 3,018 Est. Cost $168.54 Unrealized
NDSN NORDSON CORP 0.1%
Value ($000) $511 Shares 2,000 Est. Cost $95.11 Unrealized +155.9%
RACE FERRARI NV 0.1%
Value ($000) $510 Shares 1,970 Est. Cost $126.65 Unrealized +94.5%
OTIS OTIS WORLDWIDE 0.1%
Value ($000) $502 Shares 5,767 Est. Cost $47.48 Unrealized +65.2%
IFF INTL FLAVOR & FRAGRANCE 0.1%
Value ($000) $463 Shares 3,075 Est. Cost $73.77 Unrealized +75.7%
DIA DIAMONDS TRUST I ETF 0.1%
Value ($000) $463 Shares 1,274 Est. Cost $176.73 Unrealized
AB ALLIANCE BERNSTEIN HOLDING 0.1%
Value ($000) $452 Shares 9,250 Est. Cost $38.18 Unrealized
NGG NATIONAL GRID GRP 0.1%
Value ($000) $442 Shares 6,113 Est. Cost $61.95 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $427 Shares 2,065 Est. Cost $119.41 Unrealized +56.3%
PLTR PALANTIR TECHNOLOGIES 0.1%
Value ($000) $418 Shares 22,970 Est. Cost $17.89 Unrealized +23.5%
LUMN LUMEN TECHNOLOGIES 0.1%
Value ($000) $415 Shares 33,047 Est. Cost $10.83 Unrealized +8.6%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $406 Shares 4,755 Est. Cost $48.10 Unrealized +47.4%
TR TOOTSIE ROLL 0.1%
Value ($000) $397 Shares 10,968 Est. Cost $24.27 Unrealized +22.8%
OXY OCCIDENTAL PETRO CO 0.1%
Value ($000) $393 Shares 13,570 Est. Cost $60.88 Unrealized -51.4%
XLV S&P HEALTH CARE ETF 0.1%
Value ($000) $373 Shares 2,644 Est. Cost $92.52 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $357 Shares 4,658 Est. Cost $42.74 Unrealized +70.6%
CAG CONAGRA FOODS 0.1%
Value ($000) $353 Shares 10,326 Est. Cost $17.69 Unrealized +52.5%
IVV S&P 500 INDEX ETF 0.1%
Value ($000) $348 Shares 731 Est. Cost $251.82 Unrealized
IBM IBM 0.1%
Value ($000) $346 Shares 2,586 Est. Cost $106.91 Unrealized -0.4%
KRE S&P REGIONAL BANKING ETF 0.0%
Value ($000) $326 Shares 4,603 Est. Cost $51.92 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $325 Shares 3,099 Est. Cost $60.77 Unrealized +42.0%
MASTERCARD 0.0%
Value ($000) $320 Shares 891 Est. Cost $302.85 Unrealized
KEY KEY CORP 0.0%
Value ($000) $310 Shares 13,420 Est. Cost $10.10 Unrealized +86.0%
MSI MOTOROLA 0.0%
Value ($000) $306 Shares 1,125 Est. Cost $168.08 Unrealized +42.5%
VNQ VANGUARD REIT ETF INDX 0.0%
Value ($000) $292 Shares 2,521 Est. Cost $115.83 Unrealized
COMCAST NEW 0.0%
Value ($000) $285 Shares 5,666 Est. Cost $48.21 Unrealized
DSI FTSE KLD 400 SOCIAL 0.0%
Value ($000) $283 Shares 3,044 Est. Cost $71.62 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $283 Shares 1,358 Est. Cost $148.44 Unrealized +24.8%
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $278 Shares 789 Est. Cost $262.94 Unrealized +18.4%
YUMC YUM CHINA 0.0%
Value ($000) $278 Shares 5,570 Est. Cost $26.68 Unrealized +103.3%
XLP S&P CONSUMER STAPLES 0.0%
Value ($000) $277 Shares 3,598 Est. Cost $58.77 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $276 Shares 1,000 Est. Cost $191.90 Unrealized +27.1%
MARATHON PETROLEUM CO 0.0%
Value ($000) $275 Shares 4,300 Est. Cost $53.49 Unrealized
PLUG PLUG POWER 0.0%
Value ($000) $267 Shares 9,470 Est. Cost $51.55 Unrealized -32.9%
F FORD MOTOR CO 0.0%
Value ($000) $266 Shares 12,823 Est. Cost $14.00 Unrealized 0.0%
RGEN REPLIGEN CORP 0.0%
Value ($000) $265 Shares 1,000 Est. Cost $256.54 Unrealized +5.0%
USMV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $259 Shares 3,200 Est. Cost $63.75 Unrealized
JBLU JETBLUE AIRWAYS CO 0.0%
Value ($000) $256 Shares 18,000 Est. Cost $6.54 Unrealized +124.7%
HON HONEYWELL 0.0%
Value ($000) $256 Shares 1,229 Est. Cost $133.22 Unrealized +38.9%
NKE NIKE 0.0%
Value ($000) $256 Shares 1,536 Est. Cost $99.64 Unrealized +55.1%
STT STATE ST BOSTON 0.0%
Value ($000) $249 Shares 2,677 Est. Cost $66.07 Unrealized +24.0%
AMT AMERICAN TOWER CL A 0.0%
Value ($000) $248 Shares 849 Est. Cost $192.28 Unrealized +24.5%
DLN WISDOMTREE LARGE-CAP DIV 0.0%
Value ($000) $248 Shares 3,750 Est. Cost $86.93 Unrealized
SBAC SBA COMM 0.0%
Value ($000) $245 Shares 630 Est. Cost $280.45 Unrealized +17.5%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $244 Shares 2,175 Est. Cost $96.09 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $240 Shares 1,662 Est. Cost $43.81 Unrealized +3.1%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $233 Shares 1,234 Est. Cost $153.51 Unrealized +10.8%
VO VANGUARD MSCI US MID-CAP 0.0%
Value ($000) $229 Shares 900 Est. Cost $237.78 Unrealized
M & T BANK CORP 0.0%
Value ($000) $229 Shares 1,493 Est. Cost $149.36 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $221 Shares 1,353 Est. Cost $147.87 Unrealized +9.4%
LW LAMB WESTON HOLDINGS 0.0%
Value ($000) $218 Shares 3,442 Est. Cost $50.70 Unrealized +6.1%
TDY TELEDYNE TECH 0.0%
Value ($000) $218 Shares 500 Est. Cost $385.97 Unrealized +12.7%
KEYS KEYSIGHT TECHNOLOGY 0.0%
Value ($000) $208 Shares 1,005 Est. Cost $187.06 Unrealized 0.0%
CVS CVS CORP 0.0%
Value ($000) $208 Shares 2,014 Est. Cost $80.49 Unrealized 0.0%
BROOKFIELD ASSET MGT 0.0%
Value ($000) $203 Shares 3,367 Est. Cost $60.29 Unrealized
VUG VANGUARD GROWTH 0.0%
Value ($000) $202 Shares 629 Est. Cost $321.14 Unrealized
ACN ACCENTURE 0.0%
Value ($000) $201 Shares 485 Est. Cost $343.31 Unrealized 0.0%
MMNFQ MEDMEN ENTERPRISES 0.0%
Value ($000) $11 Shares 67,000 Est. Cost $0.27 Unrealized -13.2%
NORTEL NETWORKS CO 0.0%
Value ($000) $0 Shares 10,010 Est. Cost Unrealized