ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 15, 2021

Total Value ($000): $198,248 (100.0% shares, 0.0% debt)

Holdings (406)

SPY SPDR S & P 500 ETF TRUST 10.3%
Value ($000) $20,383 Shares 47,619 Est. Cost $197.30 Unrealized
AAPL APPLE INC 5.4%
Value ($000) $10,799 Shares 78,847 Est. Cost $85.08 Unrealized +48.6%
VTHR ETF VANGUARD RUSSELL 3000 4.2%
Value ($000) $8,403 Shares 42,205 Est. Cost $99.61 Unrealized
TIP ISHARES TIPS BOND ETF 3.6%
Value ($000) $7,095 Shares 55,421 Est. Cost $112.01 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $6,793 Shares 25,080 Est. Cost $35.29 Unrealized +593.4%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 3.4%
Value ($000) $6,718 Shares 13,682 Est. Cost $217.38 Unrealized
AMZN AMAZON. COM, INC 3.1%
Value ($000) $6,096 Shares 1,772 Est. Cost $36.86 Unrealized +350.9%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 2.7%
Value ($000) $5,368 Shares 46,545 Est. Cost $118.25 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 2.2%
Value ($000) $4,357 Shares 38,564 Est. Cost $79.89 Unrealized
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $4,167 Shares 30,886 Est. Cost $59.17 Unrealized +104.0%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $4,118 Shares 24,995 Est. Cost $66.36 Unrealized +118.4%
PEP PEPSICO INC 1.7%
Value ($000) $3,342 Shares 22,553 Est. Cost $60.09 Unrealized +110.0%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,310 Shares 21,280 Est. Cost $61.09 Unrealized +128.7%
INTC INTEL CORP 1.6%
Value ($000) $3,075 Shares 54,790 Est. Cost $20.38 Unrealized +162.9%
HD HOME DEPOT INC 1.5%
Value ($000) $3,039 Shares 9,531 Est. Cost $83.35 Unrealized +240.5%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,785 Shares 12,058 Est. Cost $83.24 Unrealized +151.4%
NVDA NVIDIA CORP. 1.3%
Value ($000) $2,676 Shares 3,345 Est. Cost $5.94 Unrealized +169.1%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $2,485 Shares 33,910 Est. Cost $53.96 Unrealized +23.2%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.2%
Value ($000) $2,473 Shares 8,898 Est. Cost $152.97 Unrealized +82.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.2%
Value ($000) $2,386 Shares 13,572 Est. Cost $67.13 Unrealized +161.8%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $2,182 Shares 38,941 Est. Cost $31.13 Unrealized +39.5%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,111 Shares 5,579 Est. Cost $159.65 Unrealized +112.0%
META FACEBOOK INC 1.0%
Value ($000) $2,024 Shares 5,822 Est. Cost $134.46 Unrealized +136.9%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,987 Shares 9,129 Est. Cost $76.51 Unrealized +176.9%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $1,908 Shares 28,561 Est. Cost $32.27 Unrealized +67.0%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.9%
Value ($000) $1,725 Shares 26,260 Est. Cost $50.82 Unrealized
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.9%
Value ($000) $1,711 Shares 14,835 Est. Cost $117.29 Unrealized
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,660 Shares 31,324 Est. Cost $23.65 Unrealized +93.8%
T AT&T INC. 0.8%
Value ($000) $1,645 Shares 57,178 Est. Cost $13.05 Unrealized +30.2%
ABBV ABBVIE INC. 0.8%
Value ($000) $1,602 Shares 14,222 Est. Cost $47.01 Unrealized +101.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,560 Shares 5,748 Est. Cost $192.52 Unrealized
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,558 Shares 11,118 Est. Cost $36.03 Unrealized +256.8%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,518 Shares 14,490 Est. Cost $74.76 Unrealized +16.5%
KO COCA COLA CO 0.7%
Value ($000) $1,478 Shares 27,309 Est. Cost $30.61 Unrealized +54.4%
PFE PFIZER INC 0.7%
Value ($000) $1,444 Shares 36,906 Est. Cost $22.20 Unrealized +39.6%
OEF ISHARES S & P 100 ETF 0.7%
Value ($000) $1,443 Shares 7,355 Est. Cost $76.55 Unrealized
VO VANGUARD MID-CAP ETF 0.7%
Value ($000) $1,424 Shares 6,000 Est. Cost $154.44 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $1,422 Shares 9,951 Est. Cost $55.56 Unrealized +119.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,365 Shares 6,127 Est. Cost $132.09 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,308 Shares 20,730 Est. Cost $54.62 Unrealized -8.4%
LLY ELI LILLY & CO 0.7%
Value ($000) $1,300 Shares 5,662 Est. Cost $56.76 Unrealized +238.1%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,272 Shares 4,435 Est. Cost $217.36 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $1,108 Shares 4,130 Est. Cost $78.52 Unrealized +176.5%
TGT TARGET CORP 0.6%
Value ($000) $1,102 Shares 4,559 Est. Cost $61.27 Unrealized +212.6%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $1,085 Shares 5,463 Est. Cost $46.36 Unrealized +280.2%
BLACKROCK INC 0.5%
Value ($000) $1,065 Shares 1,217 Est. Cost $484.53 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,042 Shares 4,012 Est. Cost $93.95 Unrealized +159.2%
ACN ACCENTURE PLC 0.5%
Value ($000) $1,026 Shares 3,479 Est. Cost $82.11 Unrealized +226.6%
WMT WALMART INC 0.5%
Value ($000) $1,002 Shares 7,106 Est. Cost $26.54 Unrealized +65.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $999 Shares 2,495 Est. Cost $229.19 Unrealized +61.0%
AMT AMERICAN TOWER CORPORATION 0.5%
Value ($000) $961 Shares 3,559 Est. Cost $101.42 Unrealized +118.2%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $941 Shares 11,568 Est. Cost $44.44 Unrealized +65.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $931 Shares 6,306 Est. Cost $52.88 Unrealized
XBI ETF SPDR S&P BIOTECH 0.5%
Value ($000) $925 Shares 6,835 Est. Cost $93.05 Unrealized
NKE NIKE, INC 0.5%
Value ($000) $917 Shares 5,935 Est. Cost $56.00 Unrealized +124.4%
V VISA INC - CLASS A SHARES 0.5%
Value ($000) $909 Shares 3,888 Est. Cost $122.82 Unrealized +79.9%
CVS CVS HEALTH CORP 0.5%
Value ($000) $909 Shares 10,900 Est. Cost $51.51 Unrealized +36.8%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $869 Shares 5,930 Est. Cost $113.52 Unrealized -0.1%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.4%
Value ($000) $856 Shares 16,611 Est. Cost $44.07 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $812 Shares 13,432 Est. Cost $28.16 Unrealized +91.0%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $811 Shares 1,193 Est. Cost $127.04 Unrealized +70.9%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $810 Shares 10,265 Est. Cost $68.90 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $784 Shares 6,762 Est. Cost $35.76 Unrealized +200.0%
MET METLIFE INC 0.4%
Value ($000) $780 Shares 13,037 Est. Cost $33.83 Unrealized +62.8%
BA BOEING 0.4%
Value ($000) $757 Shares 3,160 Est. Cost $140.44 Unrealized +72.1%
PSX PHILLIPS 66 0.4%
Value ($000) $741 Shares 8,634 Est. Cost $57.03 Unrealized +23.7%
AMAT APPLIED MATL INC 0.4%
Value ($000) $723 Shares 5,076 Est. Cost $54.68 Unrealized +135.6%
MRK MERCK & CO., INC 0.4%
Value ($000) $696 Shares 8,943 Est. Cost $41.11 Unrealized +56.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $686 Shares 16,649 Est. Cost $22.49 Unrealized +62.6%
MMM 3M CO COM 0.3%
Value ($000) $612 Shares 3,083 Est. Cost $75.72 Unrealized +85.4%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $610 Shares 6,343 Est. Cost $41.54 Unrealized +105.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $600 Shares 2,469 Est. Cost $128.28 Unrealized +73.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $596 Shares 1,507 Est. Cost $135.68 Unrealized +164.6%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $572 Shares 2,948 Est. Cost $50.18 Unrealized +257.7%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $566 Shares 1,605 Est. Cost $89.10 Unrealized +284.8%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $561 Shares 2,556 Est. Cost $143.01 Unrealized +34.4%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $532 Shares 1,979 Est. Cost $242.55 Unrealized
GLW CORNING INC 0.3%
Value ($000) $507 Shares 12,405 Est. Cost $18.03 Unrealized +112.5%
NFLX NETFLIX INC 0.3%
Value ($000) $501 Shares 949 Est. Cost $33.51 Unrealized +52.5%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $501 Shares 2,664 Est. Cost $131.03 Unrealized +30.4%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $470 Shares 8,644 Est. Cost $41.53 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $468 Shares 1,287 Est. Cost $281.73 Unrealized +18.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $449 Shares 5,773 Est. Cost $39.87 Unrealized +84.6%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $441 Shares 3,944 Est. Cost $38.49 Unrealized +164.1%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $433 Shares 2,080 Est. Cost $80.69 Unrealized +103.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $430 Shares 1,380 Est. Cost $262.46 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $425 Shares 11,580 Est. Cost $27.53 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $416 Shares 1,707 Est. Cost $153.41 Unrealized +38.5%
VTWO ETF VANGUARD RUSSELL 2000 0.2%
Value ($000) $413 Shares 4,465 Est. Cost $121.40 Unrealized
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $402 Shares 4,686 Est. Cost $83.42 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $384 Shares 28,528 Est. Cost $21.18 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $384 Shares 8,500 Est. Cost $43.06 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $381 Shares 7,856 Est. Cost $17.13 Unrealized +145.0%
ADBE ADOBE INC 0.2%
Value ($000) $374 Shares 638 Est. Cost $248.61 Unrealized +107.3%
MS MORGAN STANLEY 0.2%
Value ($000) $370 Shares 4,038 Est. Cost $47.93 Unrealized +53.8%
KMB KIMBERLY CLARK 0.2%
Value ($000) $353 Shares 2,635 Est. Cost $73.65 Unrealized +52.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $337 Shares 2,755 Est. Cost $103.32 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.2%
Value ($000) $321 Shares 3,919 Est. Cost $47.48 Unrealized +51.0%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $300 Shares 4,074 Est. Cost $45.84 Unrealized +36.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $295 Shares 3,140 Est. Cost $77.45 Unrealized +4.3%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $295 Shares 1,780 Est. Cost $61.38 Unrealized +140.9%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $292 Shares 2,475 Est. Cost $70.80 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $287 Shares 8,960 Est. Cost $11.71 Unrealized +164.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $280 Shares 4,911 Est. Cost $35.73 Unrealized +37.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $264 Shares 4,300 Est. Cost $34.81 Unrealized +34.0%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $259 Shares 2,715 Est. Cost $60.51 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $254 Shares 695 Est. Cost $144.81 Unrealized +150.2%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $250 Shares 868 Est. Cost $240.35 Unrealized +8.5%
CMI CUMMINS INC 0.1%
Value ($000) $247 Shares 1,012 Est. Cost $97.00 Unrealized +135.4%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $238 Shares 2,324 Est. Cost $62.39 Unrealized +31.1%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $229 Shares 938 Est. Cost $173.29 Unrealized +31.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $226 Shares 2,851 Est. Cost $76.42 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $221 Shares 3,618 Est. Cost $41.92 Unrealized +12.6%
NUE NUCOR 0.1%
Value ($000) $221 Shares 2,300 Est. Cost $37.59 Unrealized +131.5%
VLO VALERO ENERGY NEW 0.1%
Value ($000) $214 Shares 2,735 Est. Cost $58.28 Unrealized +13.2%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $208 Shares 1,606 Est. Cost $78.55 Unrealized +45.0%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $208 Shares 932 Est. Cost $75.85 Unrealized +170.3%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $204 Shares 2,475 Est. Cost $60.35 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $196 Shares 1,184 Est. Cost $145.87 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $195 Shares 852 Est. Cost $127.97 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $193 Shares 2,810 Est. Cost $48.71 Unrealized +14.7%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $185 Shares 2,930 Est. Cost $51.58 Unrealized
GIS GENERAL MILLS, INC 0.1%
Value ($000) $184 Shares 3,030 Est. Cost $33.57 Unrealized +57.6%
FDX FEDEX CORPORATION 0.1%
Value ($000) $181 Shares 607 Est. Cost $203.37 Unrealized +32.9%
C CITIGROUP INC. 0.1%
Value ($000) $175 Shares 2,468 Est. Cost $54.91 Unrealized +14.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $170 Shares 774 Est. Cost $121.97 Unrealized +64.3%
DOW DOW INC. 0.1%
Value ($000) $165 Shares 2,610 Est. Cost $36.60 Unrealized +39.5%
DUK DUKE ENERGY CORPORATION NEW 0.1%
Value ($000) $159 Shares 1,615 Est. Cost $58.36 Unrealized +43.7%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $148 Shares 3,111 Est. Cost $23.74 Unrealized +43.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $143 Shares 1,100 Est. Cost $69.32 Unrealized +66.3%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $143 Shares 1,446 Est. Cost $55.14 Unrealized +38.6%
MKC MCCORMICK & CO. 0.1%
Value ($000) $141 Shares 1,600 Est. Cost $57.49 Unrealized +40.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $140 Shares 251 Est. Cost $428.96 Unrealized +17.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $134 Shares 1,661 Est. Cost $49.37 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $134 Shares 2,357 Est. Cost $26.98 Unrealized +76.9%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $131 Shares 735 Est. Cost $95.71 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $130 Shares 2,076 Est. Cost $28.86 Unrealized +89.2%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $127 Shares 5,200 Est. Cost $15.27 Unrealized +42.8%
RIO RIO TINTO PLC 0.1%
Value ($000) $126 Shares 1,500 Est. Cost $73.33 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $121 Shares 5,175 Est. Cost $14.85 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $119 Shares 895 Est. Cost $52.71 Unrealized +11.7%
CLX CLOROX COMPANY 0.1%
Value ($000) $112 Shares 625 Est. Cost $90.21 Unrealized +74.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $109 Shares 1,571 Est. Cost $23.22 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.1%
Value ($000) $107 Shares 218 Est. Cost $312.70 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $102 Shares 680 Est. Cost $75.37 Unrealized +87.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $97 Shares 627 Est. Cost $126.00 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $95 Shares 6,397 Est. Cost $20.06 Unrealized -31.3%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $94 Shares 1,482 Est. Cost $30.21 Unrealized +91.7%
HUBS HUBSPOT INC. 0.0%
Value ($000) $93 Shares 160 Est. Cost $170.70 Unrealized +205.5%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $92 Shares 3,810 Est. Cost $17.93 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $92 Shares 6,200 Est. Cost $7.49 Unrealized +34.7%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $92 Shares 3,811 Est. Cost $25.39 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $84 Shares 521 Est. Cost $87.86 Unrealized +77.3%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $82 Shares 424 Est. Cost $35.93 Unrealized +357.0%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $58.92 Unrealized +28.4%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $80 Shares 800 Est. Cost $20.57 Unrealized +116.4%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $51.33 Unrealized
YUM YUM BRANDS INC. 0.0%
Value ($000) $78 Shares 680 Est. Cost $44.11 Unrealized +145.0%
EXC EXELON CORP 0.0%
Value ($000) $77 Shares 1,755 Est. Cost $18.69 Unrealized +46.4%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $76 Shares 1,669 Est. Cost $38.11 Unrealized +4.9%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $74 Shares 385 Est. Cost $105.47 Unrealized +78.4%
BP BP P.L.C. 0.0%
Value ($000) $73 Shares 2,750 Est. Cost $36.09 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $72 Shares 915 Est. Cost $59.99 Unrealized +16.2%
SNA SNAP-ON INC 0.0%
Value ($000) $69 Shares 309 Est. Cost $131.07 Unrealized +61.9%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $69 Shares 1,150 Est. Cost $44.36 Unrealized +17.9%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $67 Shares 865 Est. Cost $93.86 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $66 Shares 235 Est. Cost $130.95 Unrealized +70.7%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $65 Shares 343 Est. Cost $87.58 Unrealized +81.2%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $65 Shares 270 Est. Cost $209.45 Unrealized -1.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $64 Shares 712 Est. Cost $61.12 Unrealized +52.4%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $62 Shares 800 Est. Cost $58.36 Unrealized +9.5%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $62 Shares 670 Est. Cost $46.37 Unrealized +72.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $61 Shares 606 Est. Cost $91.71 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $25.33 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $59 Shares 352 Est. Cost $203.34 Unrealized -20.3%
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $57 Shares 600 Est. Cost $92.59 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $57 Shares 816 Est. Cost $57.38 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $57 Shares 125 Est. Cost $214.25 Unrealized +65.1%
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $56 Shares 1,564 Est. Cost $18.63 Unrealized +54.1%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $55 Shares 4,800 Est. Cost $7.71 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $55 Shares 660 Est. Cost $81.84 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $52 Shares 450 Est. Cost $75.00 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $52 Shares 440 Est. Cost $72.88 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $51 Shares 410 Est. Cost $74.46 Unrealized +43.0%
PLUG PLUG POWER INC. 0.0%
Value ($000) $51 Shares 1,490 Est. Cost $7.42 Unrealized +290.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $51 Shares 955 Est. Cost $75.38 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $50 Shares 250 Est. Cost $144.15 Unrealized +34.6%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $49 Shares 114 Est. Cost $394.74 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $49 Shares 231 Est. Cost $106.29 Unrealized +72.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $48 Shares 1,189 Est. Cost $22.45 Unrealized +27.6%
WMB THE WILLIAMS CO. INC. 0.0%
Value ($000) $47 Shares 1,784 Est. Cost $19.01 Unrealized +7.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $47 Shares 920 Est. Cost $25.66 Unrealized +70.9%
ETSY ETSY INC 0.0%
Value ($000) $46 Shares 225 Est. Cost $113.88 Unrealized +62.5%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $41.00 Unrealized -0.2%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $44 Shares 250 Est. Cost $139.41 Unrealized +5.6%
NIO NIO INC SPON ADS 0.0%
Value ($000) $44 Shares 830 Est. Cost $56.03 Unrealized
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $44 Shares 425 Est. Cost $64.51 Unrealized +40.1%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $42 Shares 80 Est. Cost $272.75 Unrealized +82.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $41 Shares 315 Est. Cost $58.72 Unrealized +70.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $40 Shares 200 Est. Cost $73.20 Unrealized +106.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $40 Shares 672 Est. Cost $22.69 Unrealized +133.0%
TWLO TWILIO INC. - A 0.0%
Value ($000) $40 Shares 101 Est. Cost $120.81 Unrealized +187.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $40 Shares 591 Est. Cost $41.49 Unrealized +53.5%
APPN APPIAN CORPORATION 0.0%
Value ($000) $39 Shares 280 Est. Cost $67.20 Unrealized +69.0%
GLAXO SMITHKLINE PLC SPON ADR 0.0%
Value ($000) $39 Shares 970 Est. Cost $46.22 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $37 Shares 128 Est. Cost $200.08 Unrealized +40.2%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $36 Shares 600 Est. Cost $43.23 Unrealized +46.4%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $36 Shares 912 Est. Cost $18.38 Unrealized +93.5%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $36 Shares 525 Est. Cost $38.52 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $35 Shares 200 Est. Cost $130.18 Unrealized +15.7%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $35 Shares 1,131 Est. Cost $30.95 Unrealized
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $35 Shares 268 Est. Cost $112.47 Unrealized -14.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $34 Shares 775 Est. Cost $42.29 Unrealized +6.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $33 Shares 460 Est. Cost $41.33 Unrealized +57.7%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $32 Shares 150 Est. Cost $45.09 Unrealized +333.7%
W WAYFAIR INC CL A 0.0%
Value ($000) $32 Shares 100 Est. Cost $265.47 Unrealized +18.0%
MDB MONGODB, INC. 0.0%
Value ($000) $32 Shares 88 Est. Cost $66.66 Unrealized +363.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $31 Shares 20 Est. Cost $1237.15 Unrealized +18.7%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $30 Shares 65 Est. Cost $191.41 Unrealized +108.6%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $29 Shares 459 Est. Cost $61.00 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 280 Est. Cost $103.57 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $28 Shares 225 Est. Cost $120.93 Unrealized -1.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $28 Shares 176 Est. Cost $138.57 Unrealized
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $27 Shares 381 Est. Cost $47.74 Unrealized +46.5%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $28.98 Unrealized -10.4%
DEO DIAGEO PLC 0.0%
Value ($000) $26 Shares 134 Est. Cost $121.23 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $26 Shares 28 Est. Cost $188.89 Unrealized +48.5%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $310.00 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $26 Shares 360 Est. Cost $43.55 Unrealized +23.7%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $26 Shares 100 Est. Cost $98.33 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $26 Shares 675 Est. Cost $21.83 Unrealized +53.3%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $18.12 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $25 Shares 680 Est. Cost $33.77 Unrealized +8.2%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $25 Shares 465 Est. Cost $32.78 Unrealized +70.1%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $25 Shares 420 Est. Cost $36.18 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $25 Shares 90 Est. Cost $205.21 Unrealized +28.1%
SIEGY SIEMENS AG 0.0%
Value ($000) $25 Shares 315 Est. Cost $66.82 Unrealized
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $24 Shares 127 Est. Cost $39.37 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $24 Shares 725 Est. Cost $33.60 Unrealized -17.3%
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $24 Shares 235 Est. Cost $77.27 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $23 Shares 158 Est. Cost $70.01 Unrealized +91.3%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $22 Shares 100 Est. Cost $79.97 Unrealized +143.3%
ARISTA NETWORKS INC. 0.0%
Value ($000) $22 Shares 60 Est. Cost $214.44 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $21 Shares 385 Est. Cost $51.95 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $79.46 Unrealized +4.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $21 Shares 30 Est. Cost $366.67 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $20 Shares 90 Est. Cost $196.56 Unrealized +18.5%
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $20 Shares 490 Est. Cost $53.42 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.42 Unrealized +8.2%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $20 Shares 287 Est. Cost $37.68 Unrealized +40.2%
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $31.21 Unrealized +345.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $19 Shares 340 Est. Cost $44.12 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $11.55 Unrealized +17.6%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $19 Shares 175 Est. Cost $65.56 Unrealized +26.3%
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $18 Shares 607 Est. Cost $52.72 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $188.09 Unrealized -8.5%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $18 Shares 310 Est. Cost $27.58 Unrealized +106.0%
BAND BANDWIDTH INC 0.0%
Value ($000) $18 Shares 130 Est. Cost $148.05 Unrealized -15.2%
SYY SYSCO CORPORATION 0.0%
Value ($000) $17 Shares 220 Est. Cost $27.56 Unrealized +158.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $17 Shares 180 Est. Cost $57.14 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $17 Shares 95 Est. Cost $70.04 Unrealized +153.5%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $17 Shares 24 Est. Cost $351.59 Unrealized +91.5%
DHI D R HORTON INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $69.25 Unrealized +29.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $17 Shares 207 Est. Cost $78.98 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $17 Shares 242 Est. Cost $22.94 Unrealized +151.6%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $17 Shares 100 Est. Cost $135.00 Unrealized
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $16 Shares 25 Est. Cost $240.00 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $6.80 Unrealized +148.0%
NZAC SPDR LOW CARBON TARGET ETF 0.0%
Value ($000) $16 Shares 125 Est. Cost $95.36 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 640 Est. Cost $12.03 Unrealized +58.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $255.73 Unrealized +28.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $14 Shares 90 Est. Cost $59.79 Unrealized +131.8%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $14 Shares 1,309 Est. Cost $6.11 Unrealized
AFL AFLAC INC. 0.0%
Value ($000) $14 Shares 266 Est. Cost $23.28 Unrealized +110.6%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $14 Shares 310 Est. Cost $54.04 Unrealized -14.1%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $14 Shares 115 Est. Cost $55.44 Unrealized +142.6%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $94.86 Unrealized +120.6%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 131 Est. Cost $99.24 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $14 Shares 205 Est. Cost $63.41 Unrealized
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $13 Shares 1,909 Est. Cost $6.29 Unrealized
QUIDEL CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $250.00 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $13 Shares 645 Est. Cost $17.55 Unrealized +19.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $92.47 Unrealized +181.9%
KELLOGG COMPANY 0.0%
Value ($000) $13 Shares 200 Est. Cost $38.95 Unrealized +32.4%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $260.00 Unrealized
UNILEVER PLC 0.0%
Value ($000) $12 Shares 205 Est. Cost $60.85 Unrealized
VMWARE INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $70.00 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $53.26 Unrealized +220.2%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.99 Unrealized
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $12 Shares 130 Est. Cost $84.62 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $12 Shares 100 Est. Cost $45.89 Unrealized +125.4%
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $12 Shares 10 Est. Cost $901.87 Unrealized +32.9%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $12 Shares 195 Est. Cost $36.45 Unrealized +40.5%
KEY KEYCORP NEW COM 0.0%
Value ($000) $11 Shares 542 Est. Cost $6.48 Unrealized +166.7%
GRNB VANECK VECTORS GREEN BOND -ETF 0.0%
Value ($000) $11 Shares 385 Est. Cost $25.97 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
JACOBS ENGINERRING GROUP 0.0%
Value ($000) $11 Shares 85 Est. Cost $105.88 Unrealized
NIKOLA CORPORATION 0.0%
Value ($000) $10 Shares 550 Est. Cost $19.50 Unrealized
WKC WORLD FUEL SERVICES CORPORATION 0.0%
Value ($000) $10 Shares 320 Est. Cost $39.58 Unrealized -16.0%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $10 Shares 156 Est. Cost $57.69 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.43 Unrealized +72.7%
ZUORA INC 0.0%
Value ($000) $9 Shares 494 Est. Cost $14.17 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $14.10 Unrealized +266.1%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.38 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $120.93 Unrealized +10.2%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $9 Shares 65 Est. Cost $90.98 Unrealized +52.8%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.65 Unrealized
NTAP NETAPP, INC. 0.0%
Value ($000) $8 Shares 100 Est. Cost $26.74 Unrealized +161.1%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $8 Shares 120 Est. Cost $58.93 Unrealized +11.8%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $8 Shares 225 Est. Cost $44.44 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $96.04 Unrealized +44.1%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $8 Shares 15 Est. Cost $167.00 Unrealized +203.0%
FIRST TRUST NEW OPPORTUNITIES MLP 0.0%
Value ($000) $7 Shares 1,260 Est. Cost $8.46 Unrealized
SPLUNK INC. 0.0%
Value ($000) $7 Shares 50 Est. Cost $60.00 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $7 Shares 85 Est. Cost $45.45 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.03 Unrealized +4.9%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPNY 0.0%
Value ($000) $7 Shares 214 Est. Cost $32.71 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $7 Shares 178 Est. Cost $39.33 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $85.71 Unrealized
APTIV PLC 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $27.78 Unrealized +113.3%
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $120.29 Unrealized +111.0%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $6 Shares 10 Est. Cost $171.20 Unrealized +245.7%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +36.0%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 30 Est. Cost $118.86 Unrealized +19.5%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.93 Unrealized +62.5%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $138.71 Unrealized +50.8%
BIIB BIOGEN INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $259.08 Unrealized +16.9%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $5 Shares 15 Est. Cost $218.90 Unrealized +45.6%
BEN FRANKLIN RESOURCES, INC. 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.69 Unrealized -16.3%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $5 Shares 24 Est. Cost $208.33 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INCOM 0.0%
Value ($000) $5 Shares 130 Est. Cost $16.99 Unrealized +71.2%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $5 Shares 103 Est. Cost $29.13 Unrealized
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $5 Shares 160 Est. Cost $62.55 Unrealized -53.0%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $34.78 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +105.5%
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $155.43 Unrealized +7.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $4 Shares 35 Est. Cost $112.75 Unrealized +9.6%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $4 Shares 115 Est. Cost $27.33 Unrealized +52.2%
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -39.3%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $4 Shares 180 Est. Cost $42.59 Unrealized -52.2%
NEW RELIC INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $105.33 Unrealized
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $4 Shares 400 Est. Cost $4.22 Unrealized +81.9%
MLKN HERMAN MILLER INC. 0.0%
Value ($000) $4 Shares 85 Est. Cost $29.83 Unrealized +31.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +45.4%
CDNA CAREDX INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $57.94 Unrealized +37.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $72.44 Unrealized +0.4%
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.13 Unrealized +30.9%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $99.76 Unrealized +110.1%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +100.7%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.11 Unrealized
FATE FATE THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $62.10 Unrealized +29.8%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $110.94 Unrealized +4.8%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $3 Shares 25 Est. Cost $97.11 Unrealized +11.5%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.53 Unrealized +12.0%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +6.0%
PD PAGERDUTY INC COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $34.09 Unrealized +18.8%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $291.08 Unrealized 0.0%
PETS PETMED EXPRESS INC. 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.04 Unrealized +143.6%
IVZ INVESCO LIMITED 0.0%
Value ($000) $3 Shares 100 Est. Cost $12.44 Unrealized +79.8%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.77 Unrealized -22.3%
STT STATE STREET CORP. COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $57.49 Unrealized +26.0%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $3 Shares 75 Est. Cost $53.33 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD. ADS 0.0%
Value ($000) $3 Shares 334 Est. Cost $29.71 Unrealized
ABIOMED INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
MASI MASIMO CORPORATION 0.0%
Value ($000) $3 Shares 12 Est. Cost $110.93 Unrealized +105.7%
MTLS MATERIALISE NV SPONSORED ADS 0.0%
Value ($000) $2 Shares 65 Est. Cost $61.54 Unrealized
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 74 Est. Cost $31.19 Unrealized +5.6%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $135.45 Unrealized -1.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +22.1%
PQ GROUP HOLDINGS INC. COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $39.70 Unrealized -34.5%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
PRLB PROTO LABS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $141.05 Unrealized -30.2%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $29.02 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $2 Shares 64 Est. Cost $62.50 Unrealized
PSNL PERSONALIS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.23 Unrealized -24.3%
HEXO CORP COM NEW 0.0%
Value ($000) $1 Shares 170 Est. Cost $5.88 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.80 Unrealized 0.0%
CRON CRONOS GROUP, INC. 0.0%
Value ($000) $1 Shares 110 Est. Cost $8.27 Unrealized 0.0%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $235.22 Unrealized 0.0%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $9.58 Unrealized +30.5%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +55.6%
AEGON N.V. 0.0%
Value ($000) $1 Shares 139 Est. Cost $7.19 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.53 Unrealized 0.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $29.52 Unrealized +64.3%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized -1.4%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -31.1%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized -5.2%