ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 16, 2021

Total Value ($000): $210,253 (100.0% shares, 0.0% debt)

Holdings (415)

SPY SPDR S & P 500 ETF TRUST 10.3%
Value ($000) $21,552 Shares 46,928 Est. Cost $197.30 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $11,498 Shares 76,757 Est. Cost $85.08 Unrealized +69.1%
VTHR ETF VANGUARD RUSSELL 3000 4.1%
Value ($000) $8,532 Shares 40,330 Est. Cost $99.61 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $8,287 Shares 24,992 Est. Cost $35.29 Unrealized +695.4%
TIP ISHARES TIPS BOND ETF 3.6%
Value ($000) $7,530 Shares 58,522 Est. Cost $112.89 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 3.2%
Value ($000) $6,749 Shares 13,256 Est. Cost $217.38 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 3.1%
Value ($000) $6,554 Shares 57,171 Est. Cost $117.58 Unrealized
AMZN AMAZON. COM, INC 2.8%
Value ($000) $5,878 Shares 1,743 Est. Cost $36.86 Unrealized +368.0%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $4,368 Shares 30,546 Est. Cost $59.17 Unrealized +115.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.1%
Value ($000) $4,340 Shares 38,393 Est. Cost $79.89 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $4,070 Shares 24,987 Est. Cost $66.36 Unrealized +126.4%
HD HOME DEPOT INC 1.7%
Value ($000) $3,652 Shares 9,826 Est. Cost $89.69 Unrealized +228.4%
PEP PEPSICO INC 1.7%
Value ($000) $3,631 Shares 22,468 Est. Cost $60.09 Unrealized +124.7%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,586 Shares 21,104 Est. Cost $61.09 Unrealized +129.6%
NVDA NVIDIA CORP. 1.6%
Value ($000) $3,382 Shares 13,227 Est. Cost $16.98 Unrealized +22.0%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,960 Shares 12,055 Est. Cost $83.24 Unrealized +159.3%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $2,856 Shares 33,479 Est. Cost $53.96 Unrealized +33.1%
INTC INTEL CORP 1.3%
Value ($000) $2,718 Shares 55,476 Est. Cost $20.75 Unrealized +140.1%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.2%
Value ($000) $2,553 Shares 8,894 Est. Cost $152.97 Unrealized +83.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.1%
Value ($000) $2,288 Shares 13,531 Est. Cost $67.13 Unrealized +159.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,068 Shares 39,023 Est. Cost $31.13 Unrealized +36.0%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,960 Shares 5,898 Est. Cost $168.37 Unrealized +90.5%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.9%
Value ($000) $1,900 Shares 16,575 Est. Cost $117.01 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $1,892 Shares 5,845 Est. Cost $134.46 Unrealized +166.0%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,846 Shares 9,052 Est. Cost $76.51 Unrealized +151.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,784 Shares 5,988 Est. Cost $196.74 Unrealized
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,758 Shares 31,409 Est. Cost $23.65 Unrealized +108.1%
PFE PFIZER INC 0.8%
Value ($000) $1,756 Shares 40,137 Est. Cost $23.28 Unrealized +53.2%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,747 Shares 10,905 Est. Cost $36.03 Unrealized +287.8%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.8%
Value ($000) $1,709 Shares 26,260 Est. Cost $50.82 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,694 Shares 14,800 Est. Cost $74.93 Unrealized +11.2%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $1,686 Shares 28,869 Est. Cost $32.51 Unrealized +68.7%
ABBV ABBVIE INC. 0.8%
Value ($000) $1,641 Shares 14,308 Est. Cost $47.01 Unrealized +106.8%
OEF ISHARES S & P 100 ETF 0.7%
Value ($000) $1,561 Shares 7,355 Est. Cost $76.55 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,529 Shares 27,131 Est. Cost $30.61 Unrealized +59.4%
VO VANGUARD MID-CAP ETF 0.7%
Value ($000) $1,514 Shares 6,000 Est. Cost $154.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,452 Shares 6,127 Est. Cost $132.09 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,408 Shares 5,525 Est. Cost $56.76 Unrealized +317.0%
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $1,393 Shares 4,435 Est. Cost $217.36 Unrealized
T AT&T INC. 0.6%
Value ($000) $1,353 Shares 53,582 Est. Cost $13.05 Unrealized +23.1%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,347 Shares 20,886 Est. Cost $54.62 Unrealized -11.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,344 Shares 10,105 Est. Cost $56.68 Unrealized +127.3%
DHR DANAHER CORP 0.6%
Value ($000) $1,317 Shares 4,224 Est. Cost $82.71 Unrealized +222.6%
TGT TARGET CORP 0.6%
Value ($000) $1,254 Shares 4,832 Est. Cost $70.24 Unrealized +213.1%
BLACKROCK INC 0.6%
Value ($000) $1,236 Shares 1,310 Est. Cost $517.12 Unrealized
TSLA TESLA MOTORS INC 0.6%
Value ($000) $1,231 Shares 1,105 Est. Cost $127.04 Unrealized +85.3%
ADP AUTOMATIC DATA PROCESSING INC 0.6%
Value ($000) $1,199 Shares 5,343 Est. Cost $46.36 Unrealized +304.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,166 Shares 2,532 Est. Cost $231.46 Unrealized +66.3%
ACN ACCENTURE PLC 0.5%
Value ($000) $1,083 Shares 3,019 Est. Cost $82.11 Unrealized +272.1%
WMT WALMART INC 0.5%
Value ($000) $1,070 Shares 7,161 Est. Cost $26.54 Unrealized +71.4%
SYK STRYKER CORP 0.5%
Value ($000) $1,069 Shares 4,015 Est. Cost $93.95 Unrealized +171.7%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $1,019 Shares 6,306 Est. Cost $52.88 Unrealized
NKE NIKE, INC 0.5%
Value ($000) $1,018 Shares 6,083 Est. Cost $58.35 Unrealized +161.4%
AMT AMERICAN TOWER CORPORATION 0.5%
Value ($000) $997 Shares 3,535 Est. Cost $101.42 Unrealized +145.2%
CSX CSX CORPORATION 0.5%
Value ($000) $972 Shares 26,880 Est. Cost $24.00 Unrealized +25.6%
CVS CVS HEALTH CORP 0.5%
Value ($000) $951 Shares 10,654 Est. Cost $51.51 Unrealized +40.8%
ABT ABBOTT LABS 0.4%
Value ($000) $908 Shares 7,044 Est. Cost $38.87 Unrealized +191.9%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.4%
Value ($000) $877 Shares 16,836 Est. Cost $44.17 Unrealized
V VISA INC - CLASS A SHARES 0.4%
Value ($000) $856 Shares 4,043 Est. Cost $126.82 Unrealized +79.0%
CL COLGATE PALMOLIVE 0.4%
Value ($000) $852 Shares 11,193 Est. Cost $44.44 Unrealized +61.3%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $838 Shares 10,410 Est. Cost $69.06 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $836 Shares 13,417 Est. Cost $28.16 Unrealized +94.2%
XBI ETF SPDR S&P BIOTECH 0.4%
Value ($000) $832 Shares 6,665 Est. Cost $93.05 Unrealized
MET METLIFE INC 0.4%
Value ($000) $830 Shares 13,216 Est. Cost $34.09 Unrealized +54.7%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $818 Shares 17,116 Est. Cost $22.86 Unrealized +57.9%
MRK MERCK & CO., INC 0.4%
Value ($000) $780 Shares 8,858 Est. Cost $41.11 Unrealized +60.9%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $751 Shares 6,004 Est. Cost $113.51 Unrealized -1.2%
AMAT APPLIED MATL INC 0.4%
Value ($000) $736 Shares 5,384 Est. Cost $59.02 Unrealized +121.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $732 Shares 1,490 Est. Cost $135.68 Unrealized +208.2%
NFLX NETFLIX INC 0.3%
Value ($000) $707 Shares 1,024 Est. Cost $35.09 Unrealized +56.8%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $689 Shares 2,948 Est. Cost $50.18 Unrealized +265.8%
PSX PHILLIPS 66 0.3%
Value ($000) $653 Shares 8,725 Est. Cost $57.07 Unrealized +7.3%
BA BOEING 0.3%
Value ($000) $652 Shares 3,152 Est. Cost $140.44 Unrealized +58.8%
VTWO ETF VANGUARD RUSSELL 2000 0.3%
Value ($000) $644 Shares 6,985 Est. Cost $110.86 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $631 Shares 17,606 Est. Cost $27.88 Unrealized +3.2%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $606 Shares 6,243 Est. Cost $41.54 Unrealized +119.5%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $590 Shares 2,461 Est. Cost $128.28 Unrealized +77.8%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.3%
Value ($000) $576 Shares 6,741 Est. Cost $84.04 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $573 Shares 5,973 Est. Cost $41.33 Unrealized +101.6%
MMM 3M CO COM 0.3%
Value ($000) $571 Shares 3,198 Est. Cost $77.94 Unrealized +76.2%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $569 Shares 2,601 Est. Cost $143.90 Unrealized +35.2%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $551 Shares 1,979 Est. Cost $242.55 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $538 Shares 2,654 Est. Cost $131.03 Unrealized +36.3%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $496 Shares 1,450 Est. Cost $89.10 Unrealized +280.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $466 Shares 11,580 Est. Cost $27.53 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $465 Shares 1,512 Est. Cost $266.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $460 Shares 1,287 Est. Cost $281.73 Unrealized +19.4%
GLW CORNING INC 0.2%
Value ($000) $441 Shares 12,405 Est. Cost $18.03 Unrealized +95.7%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $438 Shares 2,050 Est. Cost $80.69 Unrealized +101.7%
MS MORGAN STANLEY 0.2%
Value ($000) $433 Shares 4,215 Est. Cost $49.52 Unrealized +73.1%
ADBE ADOBE INC 0.2%
Value ($000) $429 Shares 660 Est. Cost $261.30 Unrealized +140.9%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $420 Shares 3,962 Est. Cost $38.49 Unrealized +174.6%
KMB KIMBERLY CLARK 0.2%
Value ($000) $403 Shares 3,115 Est. Cost $80.10 Unrealized +44.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $389 Shares 3,232 Est. Cost $78.16 Unrealized +30.8%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $388 Shares 7,666 Est. Cost $41.53 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $385 Shares 8,500 Est. Cost $43.06 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $359 Shares 1,733 Est. Cost $154.11 Unrealized +29.9%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $358 Shares 6,848 Est. Cost $17.13 Unrealized +196.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $339 Shares 2,755 Est. Cost $103.32 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $317 Shares 2,475 Est. Cost $70.80 Unrealized
D DOMINION ENERGY, INC. 0.1%
Value ($000) $309 Shares 4,074 Est. Cost $45.84 Unrealized +36.2%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $300 Shares 1,730 Est. Cost $61.38 Unrealized +157.9%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $281 Shares 938 Est. Cost $173.29 Unrealized +44.8%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $271 Shares 3,369 Est. Cost $47.48 Unrealized +73.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $266 Shares 3,211 Est. Cost $77.14 Unrealized
NUE NUCOR 0.1%
Value ($000) $263 Shares 2,360 Est. Cost $39.16 Unrealized +153.6%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $260 Shares 868 Est. Cost $240.35 Unrealized +2.8%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $256 Shares 2,324 Est. Cost $62.39 Unrealized +33.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $247 Shares 4,811 Est. Cost $35.73 Unrealized +43.8%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $241 Shares 718 Est. Cost $151.53 Unrealized +134.1%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $223 Shares 977 Est. Cost $81.70 Unrealized +148.3%
VLO VALERO ENERGY NEW 0.1%
Value ($000) $219 Shares 2,836 Est. Cost $58.25 Unrealized -1.2%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $218 Shares 2,784 Est. Cost $60.95 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $216 Shares 2,900 Est. Cost $41.92 Unrealized +17.6%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $211 Shares 2,475 Est. Cost $60.35 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $209 Shares 4,200 Est. Cost $34.81 Unrealized +31.9%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $203 Shares 1,656 Est. Cost $79.49 Unrealized +38.1%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $197 Shares 1,184 Est. Cost $145.87 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $196 Shares 2,930 Est. Cost $51.58 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $194 Shares 852 Est. Cost $127.97 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $193 Shares 805 Est. Cost $97.00 Unrealized +116.9%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $188 Shares 3,030 Est. Cost $33.57 Unrealized +51.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $187 Shares 774 Est. Cost $121.97 Unrealized +60.1%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $183 Shares 2,810 Est. Cost $48.71 Unrealized +21.9%
C CITIGROUP INC. 0.1%
Value ($000) $182 Shares 2,635 Est. Cost $55.21 Unrealized +8.1%
DUK DUKE ENERGY CORPORATION NEW 0.1%
Value ($000) $172 Shares 1,687 Est. Cost $59.59 Unrealized +46.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $168 Shares 262 Est. Cost $436.87 Unrealized +41.3%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $159 Shares 7,011 Est. Cost $24.15 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $151 Shares 645 Est. Cost $205.99 Unrealized +20.4%
DOW DOW INC. 0.1%
Value ($000) $146 Shares 2,610 Est. Cost $36.60 Unrealized +30.6%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $137 Shares 1,446 Est. Cost $55.14 Unrealized +47.0%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $137 Shares 3,111 Est. Cost $23.74 Unrealized +43.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $136 Shares 1,100 Est. Cost $69.32 Unrealized +71.2%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $135 Shares 5,200 Est. Cost $15.27 Unrealized +49.7%
ENVIVA PARTNERS LP 0.1%
Value ($000) $134 Shares 2,000 Est. Cost $67.00 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $133 Shares 1,661 Est. Cost $49.37 Unrealized
HUBS HUBSPOT INC. 0.1%
Value ($000) $130 Shares 160 Est. Cost $170.70 Unrealized +277.4%
MKC MCCORMICK & CO. 0.1%
Value ($000) $128 Shares 1,600 Est. Cost $57.49 Unrealized +35.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $126 Shares 2,076 Est. Cost $28.86 Unrealized +92.1%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $124 Shares 1,200 Est. Cost $97.96 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $124 Shares 4,895 Est. Cost $14.85 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $123 Shares 5,500 Est. Cost $22.36 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $122 Shares 1,571 Est. Cost $23.22 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $122 Shares 605 Est. Cost $95.71 Unrealized
F FORD MOTOR CO DEL 0.1%
Value ($000) $120 Shares 7,050 Est. Cost $7.83 Unrealized +31.8%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $120 Shares 1,994 Est. Cost $26.98 Unrealized +73.0%
SRE SEMPRA 0.1%
Value ($000) $114 Shares 895 Est. Cost $52.71 Unrealized +8.6%
MPLX MPLX LP 0.1%
Value ($000) $111 Shares 3,700 Est. Cost $30.00 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $109 Shares 680 Est. Cost $75.37 Unrealized +88.1%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $109 Shares 10,800 Est. Cost $9.03 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $106 Shares 645 Est. Cost $92.05 Unrealized +62.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $103 Shares 627 Est. Cost $126.00 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $101 Shares 198 Est. Cost $312.70 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $95 Shares 1,500 Est. Cost $73.33 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $93 Shares 1,755 Est. Cost $18.69 Unrealized +56.7%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $90 Shares 5,947 Est. Cost $20.06 Unrealized -34.5%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $88 Shares 536 Est. Cost $155.77 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $86 Shares 712 Est. Cost $61.12 Unrealized +62.8%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $86 Shares 1,669 Est. Cost $38.11 Unrealized +9.1%
YUM YUM BRANDS INC. 0.0%
Value ($000) $85 Shares 680 Est. Cost $44.11 Unrealized +164.8%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $84 Shares 3,810 Est. Cost $17.93 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $82 Shares 800 Est. Cost $20.57 Unrealized +121.5%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $80 Shares 1,482 Est. Cost $30.21 Unrealized +70.0%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $80 Shares 385 Est. Cost $105.47 Unrealized +85.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $79 Shares 424 Est. Cost $35.93 Unrealized +367.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $58.92 Unrealized +21.4%
BP BP P.L.C. 0.0%
Value ($000) $79 Shares 2,750 Est. Cost $36.09 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $77 Shares 1,500 Est. Cost $51.33 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $76 Shares 1,150 Est. Cost $44.36 Unrealized +16.7%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $75 Shares 521 Est. Cost $87.86 Unrealized +61.2%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $73 Shares 250 Est. Cost $144.15 Unrealized +78.0%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $72 Shares 343 Est. Cost $87.58 Unrealized +83.6%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $71 Shares 425 Est. Cost $64.51 Unrealized +95.8%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $67 Shares 865 Est. Cost $93.86 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $65 Shares 235 Est. Cost $130.95 Unrealized +120.0%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $25.33 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $60 Shares 660 Est. Cost $81.84 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $60 Shares 551 Est. Cost $91.71 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $60 Shares 800 Est. Cost $58.36 Unrealized +32.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $58 Shares 891 Est. Cost $49.56 Unrealized +32.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $58 Shares 816 Est. Cost $57.38 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $57 Shares 1,490 Est. Cost $7.42 Unrealized +260.9%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $56 Shares 670 Est. Cost $46.37 Unrealized +96.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $53 Shares 450 Est. Cost $75.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $53 Shares 114 Est. Cost $394.74 Unrealized
WMB THE WILLIAMS CO. INC. 0.0%
Value ($000) $50 Shares 1,784 Est. Cost $19.01 Unrealized +7.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $50 Shares 440 Est. Cost $72.88 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $49 Shares 195 Est. Cost $113.88 Unrealized +78.1%
SNA SNAP-ON INC 0.0%
Value ($000) $49 Shares 239 Est. Cost $131.07 Unrealized +50.8%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $49 Shares 327 Est. Cost $203.34 Unrealized -28.4%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $48 Shares 150 Est. Cost $197.24 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $48 Shares 810 Est. Cost $25.66 Unrealized +78.7%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $46 Shares 100 Est. Cost $98.33 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $46 Shares 88 Est. Cost $66.66 Unrealized +504.2%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $46 Shares 270 Est. Cost $209.45 Unrealized -3.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $45 Shares 250 Est. Cost $139.41 Unrealized +30.3%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $43 Shares 80 Est. Cost $272.75 Unrealized +104.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $43 Shares 1,023 Est. Cost $22.45 Unrealized +32.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $73.20 Unrealized +137.7%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $43 Shares 672 Est. Cost $22.69 Unrealized +137.4%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.00 Unrealized -7.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $41 Shares 915 Est. Cost $59.99 Unrealized +2.4%
GLAXO SMITHKLINE PLC SPON ADR 0.0%
Value ($000) $41 Shares 970 Est. Cost $46.22 Unrealized
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $38 Shares 525 Est. Cost $38.52 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $37 Shares 410 Est. Cost $74.46 Unrealized +48.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $36 Shares 315 Est. Cost $58.72 Unrealized +72.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $35 Shares 460 Est. Cost $41.33 Unrealized +55.0%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $35 Shares 1,131 Est. Cost $30.95 Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $28.98 Unrealized +0.6%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $34 Shares 175 Est. Cost $65.56 Unrealized +82.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $34 Shares 231 Est. Cost $106.29 Unrealized +107.4%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $34 Shares 912 Est. Cost $18.38 Unrealized +74.6%
ETN EATON CORP PLC 0.0%
Value ($000) $33 Shares 198 Est. Cost $86.02 Unrealized +73.5%
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $33 Shares 7,000 Est. Cost $4.51 Unrealized 0.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $32 Shares 65 Est. Cost $191.41 Unrealized +149.5%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $31 Shares 600 Est. Cost $43.23 Unrealized +33.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $30 Shares 20 Est. Cost $1237.15 Unrealized +40.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $30 Shares 84 Est. Cost $286.83 Unrealized +17.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $30 Shares 775 Est. Cost $42.29 Unrealized -6.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $29 Shares 675 Est. Cost $21.83 Unrealized +47.9%
ROKU ROKU INC 0.0%
Value ($000) $29 Shares 95 Est. Cost $214.25 Unrealized +75.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 280 Est. Cost $103.57 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $29 Shares 459 Est. Cost $61.00 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 480 Est. Cost $75.38 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $28 Shares 90 Est. Cost $205.21 Unrealized +37.1%
APPN APPIAN CORPORATION 0.0%
Value ($000) $28 Shares 280 Est. Cost $67.20 Unrealized +64.9%
DEO DIAGEO PLC 0.0%
Value ($000) $27 Shares 134 Est. Cost $121.23 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $27 Shares 120 Est. Cost $45.09 Unrealized +366.7%
TWLO TWILIO INC. - A 0.0%
Value ($000) $27 Shares 93 Est. Cost $120.81 Unrealized +201.4%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $27 Shares 127 Est. Cost $39.37 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $26 Shares 315 Est. Cost $66.82 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $26 Shares 420 Est. Cost $36.18 Unrealized
ARISTA NETWORKS INC. 0.0%
Value ($000) $25 Shares 60 Est. Cost $214.44 Unrealized
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $25 Shares 351 Est. Cost $47.74 Unrealized +39.6%
AFL AFLAC INC. 0.0%
Value ($000) $25 Shares 466 Est. Cost $34.51 Unrealized +43.3%
W WAYFAIR INC CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $265.47 Unrealized +6.2%
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $25 Shares 235 Est. Cost $77.27 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $24 Shares 30 Est. Cost $366.67 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $18.12 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $24 Shares 128 Est. Cost $200.08 Unrealized +23.8%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $23 Shares 156 Est. Cost $112.47 Unrealized -9.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $23 Shares 110 Est. Cost $200.70 Unrealized +9.3%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $310.00 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $22 Shares 105 Est. Cost $188.09 Unrealized +0.1%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $22 Shares 465 Est. Cost $32.78 Unrealized +43.4%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $22 Shares 575 Est. Cost $33.77 Unrealized -2.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $22 Shares 570 Est. Cost $56.03 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $22 Shares 287 Est. Cost $37.68 Unrealized +42.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $22 Shares 663 Est. Cost $33.60 Unrealized -22.6%
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $22 Shares 490 Est. Cost $53.42 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $22 Shares 385 Est. Cost $51.95 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $22 Shares 200 Est. Cost $100.42 Unrealized -4.2%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $21 Shares 225 Est. Cost $120.93 Unrealized -12.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $21 Shares 180 Est. Cost $57.14 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $21 Shares 120 Est. Cost $130.18 Unrealized +22.0%
GPN GLOBAL PAYMENTS INC. 0.0%
Value ($000) $19 Shares 130 Est. Cost $166.72 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $19 Shares 360 Est. Cost $43.55 Unrealized +8.7%
APH AMPHENOL CORPORATION-CL A 0.0%
Value ($000) $19 Shares 250 Est. Cost $35.22 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $19 Shares 40 Est. Cost $255.73 Unrealized +56.6%
EBAY EBAY INC 0.0%
Value ($000) $19 Shares 242 Est. Cost $22.94 Unrealized +188.4%
BCPC BALCHEM CORPORATION 0.0%
Value ($000) $19 Shares 125 Est. Cost $131.79 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS LLC 0.0%
Value ($000) $18 Shares 100 Est. Cost $158.00 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $18 Shares 100 Est. Cost $135.00 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $18 Shares 607 Est. Cost $52.72 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $18 Shares 1,050 Est. Cost $11.55 Unrealized +16.3%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $18 Shares 250 Est. Cost $6.80 Unrealized +126.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $17 Shares 95 Est. Cost $70.04 Unrealized +131.3%
SYY SYSCO CORPORATION 0.0%
Value ($000) $17 Shares 220 Est. Cost $27.56 Unrealized +145.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $17 Shares 207 Est. Cost $78.98 Unrealized
NZAC SPDR LOW CARBON TARGET ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $95.36 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $69.25 Unrealized +27.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 340 Est. Cost $44.12 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $16 Shares 310 Est. Cost $27.58 Unrealized +67.3%
BALL BALL CORPORATION 0.0%
Value ($000) $15 Shares 160 Est. Cost $83.70 Unrealized 0.0%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $15 Shares 260 Est. Cost $57.62 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $79.46 Unrealized +2.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $92.47 Unrealized +188.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $15 Shares 177 Est. Cost $73.79 Unrealized +0.8%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $14 Shares 25 Est. Cost $240.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $14 Shares 90 Est. Cost $59.79 Unrealized +152.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 131 Est. Cost $99.24 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $67.28 Unrealized +2.3%
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $14 Shares 1,909 Est. Cost $6.29 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $14 Shares 540 Est. Cost $12.03 Unrealized +39.4%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 50 Est. Cost $260.00 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $13 Shares 115 Est. Cost $55.44 Unrealized +114.3%
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $13 Shares 205 Est. Cost $63.41 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $13 Shares 542 Est. Cost $6.48 Unrealized +150.4%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $13 Shares 645 Est. Cost $17.55 Unrealized +10.8%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $13 Shares 100 Est. Cost $45.89 Unrealized +151.9%
QUIDEL CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $250.00 Unrealized
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $13 Shares 10 Est. Cost $901.87 Unrealized +36.7%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $13 Shares 70 Est. Cost $94.86 Unrealized +101.3%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $12 Shares 40 Est. Cost $283.12 Unrealized -0.9%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $12 Shares 118 Est. Cost $61.81 Unrealized 0.0%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $53.26 Unrealized +168.5%
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.99 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $12 Shares 200 Est. Cost $38.95 Unrealized +31.9%
JACOBS ENGINERRING GROUP 0.0%
Value ($000) $12 Shares 85 Est. Cost $105.88 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $11 Shares 156 Est. Cost $57.69 Unrealized
UNILEVER PLC 0.0%
Value ($000) $11 Shares 205 Est. Cost $60.85 Unrealized
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $11 Shares 65 Est. Cost $31.21 Unrealized +459.1%
BAND BANDWIDTH INC 0.0%
Value ($000) $11 Shares 130 Est. Cost $148.05 Unrealized -22.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
VMWARE INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $70.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 62 Est. Cost $172.45 Unrealized +13.2%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $11 Shares 310 Est. Cost $54.04 Unrealized -25.4%
CHD CHURCH & DWIGHT CO., INC. 0.0%
Value ($000) $11 Shares 128 Est. Cost $80.48 Unrealized 0.0%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
ZUORA INC 0.0%
Value ($000) $11 Shares 494 Est. Cost $14.17 Unrealized
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $10 Shares 100 Est. Cost $79.97 Unrealized +89.1%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 74 Est. Cost $135.14 Unrealized
WKC WORLD FUEL SERVICES CORPORATION 0.0%
Value ($000) $10 Shares 320 Est. Cost $39.58 Unrealized -19.1%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $14.10 Unrealized +320.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $10 Shares 65 Est. Cost $90.98 Unrealized +48.0%
GRNB VANECK VECTORS GREEN BOND -ETF 0.0%
Value ($000) $10 Shares 385 Est. Cost $25.97 Unrealized
UHS UNIVERSAL HEALTH SERVICES INC. 0.0%
Value ($000) $9 Shares 75 Est. Cost $147.91 Unrealized 0.0%
NTAP NETAPP, INC. 0.0%
Value ($000) $9 Shares 100 Est. Cost $26.74 Unrealized +184.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $27.78 Unrealized +152.9%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.43 Unrealized +79.1%
SPLUNK INC. 0.0%
Value ($000) $8 Shares 50 Est. Cost $60.00 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $8 Shares 30 Est. Cost $166.67 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.65 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $96.04 Unrealized +42.7%
FIRST TRUST NEW OPPORTUNITIES MLP 0.0%
Value ($000) $7 Shares 1,260 Est. Cost $8.46 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPNY 0.0%
Value ($000) $7 Shares 214 Est. Cost $32.71 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $7 Shares 50 Est. Cost $134.48 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $7 Shares 178 Est. Cost $39.33 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $7 Shares 120 Est. Cost $58.93 Unrealized +4.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $120.93 Unrealized +11.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $120.29 Unrealized +152.4%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $7 Shares 195 Est. Cost $36.45 Unrealized +28.3%
APTIV PLC 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $6 Shares 24 Est. Cost $208.33 Unrealized
NIKOLA CORPORATION 0.0%
Value ($000) $6 Shares 550 Est. Cost $19.50 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $6 Shares 582 Est. Cost $6.11 Unrealized
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $14.93 Unrealized +41.7%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $6 Shares 15 Est. Cost $167.00 Unrealized +184.8%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $6 Shares 10 Est. Cost $171.20 Unrealized +296.7%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 30 Est. Cost $118.86 Unrealized +34.6%
JD JD.COM INC.-ADR 0.0%
Value ($000) $5 Shares 70 Est. Cost $45.45 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $34.78 Unrealized
NEW RELIC INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $105.33 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $58.54 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +42.3%
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $155.43 Unrealized +24.6%
XNXNX NUVEEN N Y SELECT TAX FREE ISH BEN INT 0.0%
Value ($000) $5 Shares 347 Est. Cost $14.41 Unrealized
GRC GORMAN RUPP CO 0.0%
Value ($000) $5 Shares 125 Est. Cost $35.46 Unrealized 0.0%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $5 Shares 103 Est. Cost $29.13 Unrealized
BEN FRANKLIN RESOURCES, INC. 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.69 Unrealized -18.7%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +46.4%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $5 Shares 15 Est. Cost $218.90 Unrealized +40.9%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +31.1%
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +97.6%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +121.0%
GATX GATX CORPORATION 0.0%
Value ($000) $4 Shares 115 Est. Cost $82.40 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.11 Unrealized
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -43.5%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.77 Unrealized -34.4%
MLKN HERMAN MILLER INC. 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.83 Unrealized +24.9%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 74 Est. Cost $31.19 Unrealized +8.8%
ABIOMED INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $85.71 Unrealized
STT STATE STREET CORP. COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $57.49 Unrealized +30.7%
PACB PACIFIC BIOSCIENCES CALIF INCOM 0.0%
Value ($000) $3 Shares 130 Est. Cost $16.99 Unrealized +74.3%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $3 Shares 25 Est. Cost $97.11 Unrealized +15.3%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +7.4%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $3 Shares 64 Est. Cost $62.50 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $44.44 Unrealized
MASI MASIMO CORPORATION 0.0%
Value ($000) $3 Shares 12 Est. Cost $110.93 Unrealized +144.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $99.76 Unrealized +98.8%
PETS PETMED EXPRESS INC. 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.04 Unrealized +120.9%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $3 Shares 115 Est. Cost $27.33 Unrealized +9.8%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.53 Unrealized -6.9%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $259.08 Unrealized +26.5%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
CSL CARLISLE COMPANIES INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $192.03 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +25.9%
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $2 Shares 60 Est. Cost $62.55 Unrealized -55.4%
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD. ADS 0.0%
Value ($000) $2 Shares 200 Est. Cost $29.71 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $2 Shares 90 Est. Cost $42.59 Unrealized -55.8%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
CRON CRONOS GROUP, INC. 0.0%
Value ($000) $1 Shares 110 Est. Cost $8.27 Unrealized -17.9%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $235.22 Unrealized +4.2%
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized -1.6%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.02 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $53.33 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.95 Unrealized 0.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $135.45 Unrealized -9.7%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.53 Unrealized -11.2%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $29.52 Unrealized +54.8%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized -2.6%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.80 Unrealized -19.3%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +50.0%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +66.0%
TILRAY INC COM CL 2 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized -16.5%
HEXO CORP COM NEW 0.0%
Value ($000) $0 Shares 170 Est. Cost $5.88 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +83.6%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -35.6%