ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 13, 2022

Total Value ($000): $209,657 (100.0% shares, 0.0% debt)

Holdings (432)

SPY SPDR S & P 500 ETF TRUST 10.1%
Value ($000) $21,257 Shares 44,757 Est. Cost $197.30 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $13,532 Shares 76,207 Est. Cost $85.08 Unrealized +81.8%
MSFT MICROSOFT CORP 4.0%
Value ($000) $8,369 Shares 24,885 Est. Cost $35.29 Unrealized +788.0%
TIP ISHARES TIPS BOND ETF 3.7%
Value ($000) $7,707 Shares 59,651 Est. Cost $113.20 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 3.1%
Value ($000) $6,571 Shares 12,694 Est. Cost $217.38 Unrealized
AMZN AMAZON. COM, INC 2.7%
Value ($000) $5,738 Shares 1,721 Est. Cost $36.86 Unrealized +364.3%
VTHR ETF VANGUARD RUSSELL 3000 2.6%
Value ($000) $5,437 Shares 25,205 Est. Cost $99.61 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 2.5%
Value ($000) $5,336 Shares 46,771 Est. Cost $117.58 Unrealized
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $4,932 Shares 30,149 Est. Cost $59.17 Unrealized +126.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.0%
Value ($000) $4,258 Shares 37,178 Est. Cost $79.89 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $4,226 Shares 24,706 Est. Cost $66.36 Unrealized +118.6%
HD HOME DEPOT INC 1.9%
Value ($000) $4,036 Shares 9,724 Est. Cost $89.69 Unrealized +282.6%
NVDA NVIDIA CORP. 1.8%
Value ($000) $3,863 Shares 13,135 Est. Cost $16.98 Unrealized +61.7%
PEP PEPSICO INC 1.8%
Value ($000) $3,820 Shares 21,988 Est. Cost $60.09 Unrealized +138.7%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $3,294 Shares 20,803 Est. Cost $61.09 Unrealized +142.0%
MCD MCDONALDS CORP 1.5%
Value ($000) $3,184 Shares 11,876 Est. Cost $83.24 Unrealized +175.8%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $3,051 Shares 32,688 Est. Cost $53.96 Unrealized +43.3%
INTC INTEL CORP 1.3%
Value ($000) $2,788 Shares 54,141 Est. Cost $20.75 Unrealized +127.9%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.2%
Value ($000) $2,615 Shares 8,749 Est. Cost $152.97 Unrealized +87.2%
PFE PFIZER INC 1.1%
Value ($000) $2,406 Shares 40,757 Est. Cost $23.54 Unrealized +70.9%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $2,047 Shares 5,760 Est. Cost $168.37 Unrealized +83.5%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.0%
Value ($000) $2,037 Shares 13,146 Est. Cost $67.13 Unrealized +135.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,012 Shares 38,724 Est. Cost $31.13 Unrealized +29.7%
CSCO CISCO SYSTEMS INC. 0.9%
Value ($000) $1,989 Shares 31,386 Est. Cost $23.65 Unrealized +113.4%
ABBV ABBVIE INC. 0.9%
Value ($000) $1,946 Shares 14,368 Est. Cost $47.01 Unrealized +116.3%
META META PLATFORMS INC 0.9%
Value ($000) $1,921 Shares 5,710 Est. Cost $134.46 Unrealized +145.2%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.9%
Value ($000) $1,891 Shares 16,575 Est. Cost $117.01 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $1,856 Shares 8,977 Est. Cost $76.51 Unrealized +144.0%
QCOM QUALCOMM INC 0.9%
Value ($000) $1,851 Shares 10,120 Est. Cost $56.68 Unrealized +157.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $1,838 Shares 6,014 Est. Cost $196.74 Unrealized
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,779 Shares 10,655 Est. Cost $36.03 Unrealized +318.2%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $1,759 Shares 28,209 Est. Cost $32.51 Unrealized +51.4%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $1,660 Shares 14,153 Est. Cost $74.93 Unrealized +28.2%
KO COCA COLA CO 0.8%
Value ($000) $1,606 Shares 27,139 Est. Cost $30.61 Unrealized +60.6%
OEF ISHARES S & P 100 ETF 0.7%
Value ($000) $1,546 Shares 7,055 Est. Cost $76.55 Unrealized
VO VANGUARD MID-CAP ETF 0.7%
Value ($000) $1,529 Shares 6,000 Est. Cost $154.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,458 Shares 6,037 Est. Cost $132.09 Unrealized
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $1,423 Shares 4,435 Est. Cost $217.36 Unrealized
DHR DANAHER CORP 0.7%
Value ($000) $1,390 Shares 4,225 Est. Cost $82.71 Unrealized +226.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,280 Shares 2,550 Est. Cost $231.46 Unrealized +82.4%
ADP AUTOMATIC DATA PROCESSING INC 0.6%
Value ($000) $1,269 Shares 5,143 Est. Cost $46.36 Unrealized +347.1%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,258 Shares 20,571 Est. Cost $54.62 Unrealized -1.3%
ACN ACCENTURE PLC 0.6%
Value ($000) $1,198 Shares 2,890 Est. Cost $82.11 Unrealized +318.1%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,197 Shares 4,333 Est. Cost $56.76 Unrealized +329.7%
BLACKROCK INC 0.6%
Value ($000) $1,174 Shares 1,282 Est. Cost $517.12 Unrealized
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,135 Shares 1,074 Est. Cost $127.04 Unrealized +164.0%
TGT TARGET CORP 0.5%
Value ($000) $1,121 Shares 4,843 Est. Cost $70.24 Unrealized +205.0%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $1,096 Shares 6,306 Est. Cost $52.88 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,060 Shares 3,965 Est. Cost $93.95 Unrealized +167.3%
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,043 Shares 10,114 Est. Cost $51.51 Unrealized +56.3%
WMT WALMART INC 0.5%
Value ($000) $1,038 Shares 7,174 Est. Cost $26.54 Unrealized +70.3%
NKE NIKE, INC 0.5%
Value ($000) $1,018 Shares 6,108 Est. Cost $58.35 Unrealized +164.9%
CSX CSX CORPORATION 0.5%
Value ($000) $1,010 Shares 26,880 Est. Cost $24.00 Unrealized +38.7%
ABT ABBOTT LABS 0.5%
Value ($000) $992 Shares 7,044 Est. Cost $38.87 Unrealized +205.3%
T AT&T INC. 0.5%
Value ($000) $974 Shares 39,587 Est. Cost $13.05 Unrealized +12.4%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $954 Shares 11,180 Est. Cost $44.44 Unrealized +59.6%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $943 Shares 3,225 Est. Cost $101.42 Unrealized +136.1%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.4%
Value ($000) $940 Shares 14,785 Est. Cost $50.82 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $920 Shares 13,422 Est. Cost $28.16 Unrealized +94.3%
V VISA INC - CLASS A SHARES 0.4%
Value ($000) $887 Shares 4,091 Est. Cost $127.77 Unrealized +62.9%
VTWO ETF VANGUARD RUSSELL 2000 0.4%
Value ($000) $857 Shares 9,537 Est. Cost $105.24 Unrealized
AMAT APPLIED MATL INC 0.4%
Value ($000) $853 Shares 5,419 Est. Cost $59.02 Unrealized +136.5%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $847 Shares 1,492 Est. Cost $135.68 Unrealized +259.7%
MET METLIFE INC 0.4%
Value ($000) $814 Shares 13,026 Est. Cost $34.09 Unrealized +62.5%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $797 Shares 10,125 Est. Cost $69.06 Unrealized
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $773 Shares 5,784 Est. Cost $113.51 Unrealized -6.2%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $765 Shares 17,206 Est. Cost $22.86 Unrealized +79.4%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $749 Shares 2,898 Est. Cost $50.18 Unrealized +338.0%
XBI ETF SPDR S&P BIOTECH 0.4%
Value ($000) $746 Shares 6,665 Est. Cost $93.05 Unrealized
MRK MERCK & CO., INC 0.3%
Value ($000) $681 Shares 8,888 Est. Cost $41.11 Unrealized +70.0%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $674 Shares 13,191 Est. Cost $44.17 Unrealized
BA BOEING 0.3%
Value ($000) $631 Shares 3,132 Est. Cost $140.44 Unrealized +50.4%
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $620 Shares 17,606 Est. Cost $27.88 Unrealized +4.3%
NFLX NETFLIX INC 0.3%
Value ($000) $617 Shares 1,024 Est. Cost $35.09 Unrealized +82.1%
PSX PHILLIPS 66 0.3%
Value ($000) $616 Shares 8,507 Est. Cost $57.07 Unrealized +13.4%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $580 Shares 6,243 Est. Cost $41.54 Unrealized +108.2%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.3%
Value ($000) $571 Shares 6,741 Est. Cost $84.04 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $560 Shares 1,979 Est. Cost $242.55 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $556 Shares 2,664 Est. Cost $131.03 Unrealized +41.4%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $546 Shares 2,621 Est. Cost $143.90 Unrealized +28.6%
MMM 3M CO COM 0.3%
Value ($000) $541 Shares 3,048 Est. Cost $77.94 Unrealized +63.3%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $512 Shares 5,873 Est. Cost $41.33 Unrealized +115.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $470 Shares 3,267 Est. Cost $78.76 Unrealized +70.7%
GLW CORNING INC 0.2%
Value ($000) $462 Shares 12,405 Est. Cost $18.03 Unrealized +84.9%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $452 Shares 3,862 Est. Cost $38.49 Unrealized +165.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $452 Shares 11,580 Est. Cost $27.53 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $452 Shares 1,542 Est. Cost $266.92 Unrealized
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $444 Shares 1,295 Est. Cost $89.10 Unrealized +268.8%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $439 Shares 2,050 Est. Cost $80.69 Unrealized +108.9%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $420 Shares 1,671 Est. Cost $128.28 Unrealized +74.2%
MS MORGAN STANLEY 0.2%
Value ($000) $420 Shares 4,280 Est. Cost $50.08 Unrealized +73.2%
KMB KIMBERLY CLARK 0.2%
Value ($000) $397 Shares 2,780 Est. Cost $80.10 Unrealized +43.9%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $395 Shares 1,758 Est. Cost $154.55 Unrealized +19.8%
ADBE ADOBE INC 0.2%
Value ($000) $378 Shares 667 Est. Cost $265.12 Unrealized +135.8%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $357 Shares 8,500 Est. Cost $43.06 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $356 Shares 2,755 Est. Cost $103.32 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $351 Shares 7,095 Est. Cost $41.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $348 Shares 6,403 Est. Cost $17.13 Unrealized +197.4%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $335 Shares 2,475 Est. Cost $70.80 Unrealized
D DOMINION ENERGY, INC. 0.1%
Value ($000) $310 Shares 3,939 Est. Cost $45.84 Unrealized +35.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $293 Shares 757 Est. Cost $281.73 Unrealized +23.6%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $280 Shares 1,710 Est. Cost $61.38 Unrealized +163.6%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $274 Shares 3,147 Est. Cost $47.48 Unrealized +65.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $274 Shares 3,301 Est. Cost $77.30 Unrealized
NUE NUCOR 0.1%
Value ($000) $269 Shares 2,360 Est. Cost $39.16 Unrealized +161.8%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $268 Shares 746 Est. Cost $158.52 Unrealized +113.1%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $257 Shares 2,374 Est. Cost $62.94 Unrealized +41.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $255 Shares 5,072 Est. Cost $36.26 Unrealized +27.2%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $243 Shares 958 Est. Cost $175.47 Unrealized +58.2%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $224 Shares 2,475 Est. Cost $60.35 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $223 Shares 902 Est. Cost $81.70 Unrealized +157.4%
VLO VALERO ENERGY NEW 0.1%
Value ($000) $220 Shares 2,925 Est. Cost $58.46 Unrealized +11.4%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $218 Shares 1,606 Est. Cost $79.49 Unrealized +39.6%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $210 Shares 2,930 Est. Cost $51.58 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $209 Shares 2,900 Est. Cost $41.92 Unrealized +49.4%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $206 Shares 678 Est. Cost $240.35 Unrealized +9.7%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $204 Shares 3,030 Est. Cost $33.57 Unrealized +64.6%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $202 Shares 1,184 Est. Cost $145.87 Unrealized
F FORD MOTOR CO DEL 0.1%
Value ($000) $198 Shares 9,515 Est. Cost $9.43 Unrealized +48.5%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $197 Shares 4,200 Est. Cost $34.81 Unrealized +17.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $190 Shares 852 Est. Cost $127.97 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $189 Shares 749 Est. Cost $121.97 Unrealized +76.3%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $184 Shares 2,535 Est. Cost $48.71 Unrealized +20.7%
DUK DUKE ENERGY CORPORATION NEW 0.1%
Value ($000) $182 Shares 1,737 Est. Cost $60.36 Unrealized +42.9%
CMI CUMMINS INC 0.1%
Value ($000) $176 Shares 805 Est. Cost $97.00 Unrealized +112.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $168 Shares 266 Est. Cost $439.49 Unrealized +39.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $168 Shares 650 Est. Cost $205.99 Unrealized +6.8%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $165 Shares 2,480 Est. Cost $60.95 Unrealized
C CITIGROUP INC. 0.1%
Value ($000) $158 Shares 2,625 Est. Cost $55.21 Unrealized +3.6%
MKC MCCORMICK & CO. 0.1%
Value ($000) $155 Shares 1,600 Est. Cost $57.49 Unrealized +35.2%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $154 Shares 7,011 Est. Cost $24.15 Unrealized
PBDIX T ROW PRICE US BOND INDEX FUND 0.1%
Value ($000) $154 Shares 13,584 Est. Cost $11.34 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $145 Shares 3,066 Est. Cost $23.74 Unrealized +38.1%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $145 Shares 5,200 Est. Cost $15.27 Unrealized +57.4%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $143 Shares 1,350 Est. Cost $98.84 Unrealized
ENVIVA PARTNERS LP 0.1%
Value ($000) $141 Shares 2,000 Est. Cost $67.00 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $138 Shares 2,076 Est. Cost $28.86 Unrealized +91.7%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $137 Shares 1,446 Est. Cost $55.14 Unrealized +38.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $129 Shares 1,100 Est. Cost $69.32 Unrealized +54.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $129 Shares 1,661 Est. Cost $49.37 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $124 Shares 605 Est. Cost $95.71 Unrealized
SRE SEMPRA 0.1%
Value ($000) $118 Shares 895 Est. Cost $52.71 Unrealized +5.2%
DOW DOW INC. 0.1%
Value ($000) $118 Shares 2,080 Est. Cost $36.60 Unrealized +23.1%
CLX CLOROX COMPANY 0.1%
Value ($000) $113 Shares 645 Est. Cost $92.05 Unrealized +58.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $112 Shares 1,651 Est. Cost $25.38 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $111 Shares 1,978 Est. Cost $26.98 Unrealized +81.0%
MPLX MPLX LP 0.1%
Value ($000) $109 Shares 3,700 Est. Cost $30.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $108 Shares 627 Est. Cost $126.00 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $106 Shares 680 Est. Cost $75.37 Unrealized +90.9%
HUBS HUBSPOT INC. 0.1%
Value ($000) $105 Shares 160 Est. Cost $170.70 Unrealized +343.1%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.1%
Value ($000) $105 Shares 626 Est. Cost $157.49 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $105 Shares 5,500 Est. Cost $22.36 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $104 Shares 4,895 Est. Cost $14.85 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $102 Shares 198 Est. Cost $312.70 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $101 Shares 10,800 Est. Cost $9.03 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $101 Shares 1,755 Est. Cost $18.69 Unrealized +74.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $73.33 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $96 Shares 385 Est. Cost $105.47 Unrealized +103.6%
YUM YUM BRANDS INC. 0.0%
Value ($000) $94 Shares 680 Est. Cost $44.11 Unrealized +168.0%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $92 Shares 1,482 Est. Cost $30.21 Unrealized +65.0%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $90 Shares 800 Est. Cost $20.57 Unrealized +119.4%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $58.92 Unrealized +24.2%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $85 Shares 5,947 Est. Cost $20.06 Unrealized -35.0%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $82 Shares 3,810 Est. Cost $17.93 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $82 Shares 712 Est. Cost $61.12 Unrealized +87.4%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $80 Shares 424 Est. Cost $35.93 Unrealized +373.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $80 Shares 1,669 Est. Cost $38.11 Unrealized +16.5%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $51.33 Unrealized
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $76 Shares 425 Est. Cost $64.51 Unrealized +163.1%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $74 Shares 1,150 Est. Cost $44.36 Unrealized +31.7%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $73 Shares 800 Est. Cost $58.36 Unrealized +50.1%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $73 Shares 730 Est. Cost $49.78 Unrealized +76.5%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $70 Shares 348 Est. Cost $88.82 Unrealized +96.2%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $66 Shares 521 Est. Cost $87.86 Unrealized +43.7%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $66 Shares 250 Est. Cost $144.15 Unrealized +86.9%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $25.33 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $64 Shares 551 Est. Cost $91.71 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $63 Shares 2,370 Est. Cost $36.09 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 816 Est. Cost $57.38 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $62 Shares 865 Est. Cost $93.86 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $61 Shares 660 Est. Cost $81.84 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $55 Shares 450 Est. Cost $75.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $54 Shares 114 Est. Cost $394.74 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $51 Shares 440 Est. Cost $72.88 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $48 Shares 80 Est. Cost $272.75 Unrealized +108.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $47 Shares 805 Est. Cost $25.66 Unrealized +98.9%
MDB MONGODB, INC. 0.0%
Value ($000) $47 Shares 88 Est. Cost $66.66 Unrealized +668.2%
WMB THE WILLIAMS CO. INC. 0.0%
Value ($000) $46 Shares 1,784 Est. Cost $19.01 Unrealized +19.7%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $45 Shares 672 Est. Cost $22.69 Unrealized +142.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $45 Shares 591 Est. Cost $49.56 Unrealized +31.7%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $44 Shares 525 Est. Cost $38.52 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $43 Shares 195 Est. Cost $113.88 Unrealized +111.5%
SNA SNAP-ON INC 0.0%
Value ($000) $41 Shares 189 Est. Cost $131.07 Unrealized +46.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $40 Shares 1,023 Est. Cost $22.45 Unrealized +36.6%
GLAXO SMITHKLINE PLC SPON ADR 0.0%
Value ($000) $40 Shares 910 Est. Cost $46.22 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $73.20 Unrealized +130.4%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $39 Shares 250 Est. Cost $139.41 Unrealized +20.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $39 Shares 460 Est. Cost $41.33 Unrealized +64.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $38 Shares 315 Est. Cost $58.72 Unrealized +69.4%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $38 Shares 100 Est. Cost $98.33 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $37 Shares 912 Est. Cost $18.38 Unrealized +80.4%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $37 Shares 65 Est. Cost $191.41 Unrealized +151.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $36 Shares 235 Est. Cost $130.95 Unrealized +74.1%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $36 Shares 600 Est. Cost $43.23 Unrealized +27.6%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $36 Shares 1,131 Est. Cost $30.95 Unrealized
ARISTA NETWORKS INC. 0.0%
Value ($000) $35 Shares 240 Est. Cost $162.99 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $34 Shares 94 Est. Cost $292.92 Unrealized +17.5%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $28.98 Unrealized +21.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $33 Shares 915 Est. Cost $59.99 Unrealized -25.9%
NVAX NOVAVAX INC 0.0%
Value ($000) $33 Shares 231 Est. Cost $106.29 Unrealized +61.7%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $32 Shares 90 Est. Cost $205.21 Unrealized +51.7%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $41.00 Unrealized -12.6%
PLUG PLUG POWER INC. 0.0%
Value ($000) $31 Shares 1,110 Est. Cost $7.42 Unrealized +366.1%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $31 Shares 270 Est. Cost $209.45 Unrealized -25.5%
TWLO TWILIO INC. - A 0.0%
Value ($000) $30 Shares 113 Est. Cost $152.36 Unrealized +96.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 280 Est. Cost $103.57 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $30 Shares 327 Est. Cost $203.34 Unrealized -41.2%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $29 Shares 459 Est. Cost $61.00 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $29 Shares 134 Est. Cost $121.23 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $29 Shares 675 Est. Cost $21.83 Unrealized +70.1%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $18.12 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $28 Shares 200 Est. Cost $100.42 Unrealized +21.0%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $28 Shares 120 Est. Cost $45.09 Unrealized +357.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 480 Est. Cost $75.38 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $27 Shares 315 Est. Cost $66.82 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $27 Shares 158 Est. Cost $86.02 Unrealized +80.7%
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $27 Shares 351 Est. Cost $47.74 Unrealized +52.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $26 Shares 110 Est. Cost $200.70 Unrealized +9.4%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $25 Shares 156 Est. Cost $112.47 Unrealized +7.8%
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $24 Shares 235 Est. Cost $77.27 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $24 Shares 18 Est. Cost $1237.15 Unrealized +13.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $24 Shares 30 Est. Cost $366.67 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $24 Shares 575 Est. Cost $33.77 Unrealized +6.0%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $24 Shares 420 Est. Cost $36.18 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $24 Shares 105 Est. Cost $188.09 Unrealized +12.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $23 Shares 175 Est. Cost $65.56 Unrealized +155.6%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $23 Shares 360 Est. Cost $43.55 Unrealized -0.6%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $23 Shares 385 Est. Cost $51.95 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $23 Shares 180 Est. Cost $57.14 Unrealized
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $23 Shares 127 Est. Cost $39.37 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $23 Shares 150 Est. Cost $197.24 Unrealized +26.6%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $23 Shares 120 Est. Cost $130.18 Unrealized +25.7%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $22 Shares 287 Est. Cost $37.68 Unrealized +47.3%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $22 Shares 70 Est. Cost $275.51 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $22 Shares 95 Est. Cost $214.25 Unrealized +25.9%
DHI D R HORTON INC 0.0%
Value ($000) $21 Shares 190 Est. Cost $69.25 Unrealized +33.3%
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $21 Shares 7,000 Est. Cost $4.51 Unrealized -10.4%
WIX WIX.COM LTD 0.0%
Value ($000) $20 Shares 128 Est. Cost $200.08 Unrealized -13.3%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $20 Shares 250 Est. Cost $6.80 Unrealized +167.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $20 Shares 663 Est. Cost $33.60 Unrealized -14.5%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $20 Shares 465 Est. Cost $32.78 Unrealized +33.2%
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $19 Shares 445 Est. Cost $53.42 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $11.55 Unrealized +17.1%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $19 Shares 100 Est. Cost $135.00 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $19 Shares 100 Est. Cost $265.47 Unrealized -11.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $18 Shares 455 Est. Cost $42.29 Unrealized -7.9%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $18 Shares 25 Est. Cost $240.00 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $18 Shares 607 Est. Cost $52.72 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $18 Shares 280 Est. Cost $67.20 Unrealized +23.7%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $18 Shares 225 Est. Cost $120.93 Unrealized -27.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $17 Shares 207 Est. Cost $78.98 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $17 Shares 220 Est. Cost $27.56 Unrealized +149.5%
NZAC SPDR LOW CARBON TARGET ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $95.36 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 340 Est. Cost $44.12 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $17 Shares 95 Est. Cost $70.04 Unrealized +148.8%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
COUPA SOFTWARE INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $310.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $16 Shares 242 Est. Cost $22.94 Unrealized +187.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $255.73 Unrealized +67.1%
LFUS LITTELFUSE INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $92.47 Unrealized +227.0%
AFL AFLAC INC. 0.0%
Value ($000) $16 Shares 266 Est. Cost $34.51 Unrealized +47.7%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $15 Shares 410 Est. Cost $74.46 Unrealized -18.0%
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $14 Shares 1,909 Est. Cost $6.29 Unrealized
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $14 Shares 260 Est. Cost $57.62 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $14 Shares 440 Est. Cost $56.03 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $14 Shares 540 Est. Cost $12.03 Unrealized +71.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 62 Est. Cost $172.45 Unrealized +12.8%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $94.86 Unrealized +98.7%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $13 Shares 90 Est. Cost $59.79 Unrealized +139.8%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $13 Shares 100 Est. Cost $45.89 Unrealized +167.1%
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $13 Shares 65 Est. Cost $31.21 Unrealized +473.8%
KELLOGG COMPANY 0.0%
Value ($000) $13 Shares 200 Est. Cost $38.95 Unrealized +31.2%
QUIDEL CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $250.00 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 131 Est. Cost $99.24 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $13 Shares 542 Est. Cost $6.48 Unrealized +190.0%
JACOBS ENGINERRING GROUP 0.0%
Value ($000) $12 Shares 85 Est. Cost $105.88 Unrealized
JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.99 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $12 Shares 205 Est. Cost $63.41 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $12 Shares 156 Est. Cost $57.69 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $12 Shares 10 Est. Cost $901.87 Unrealized +39.9%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $12 Shares 645 Est. Cost $17.55 Unrealized +10.3%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $12 Shares 115 Est. Cost $55.44 Unrealized +86.6%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $12 Shares 310 Est. Cost $54.04 Unrealized -30.9%
UNILEVER PLC 0.0%
Value ($000) $11 Shares 205 Est. Cost $60.85 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $11 Shares 310 Est. Cost $27.58 Unrealized +57.6%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $14.10 Unrealized +355.9%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $11 Shares 65 Est. Cost $90.98 Unrealized +66.7%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 74 Est. Cost $135.14 Unrealized
GRNB VANECK GREEN BOND -E TF 0.0%
Value ($000) $10 Shares 385 Est. Cost $25.97 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $9 Shares 130 Est. Cost $148.05 Unrealized -47.4%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.43 Unrealized +78.9%
ZUORA INC 0.0%
Value ($000) $9 Shares 494 Est. Cost $14.17 Unrealized
VMWARE INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $70.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $67.28 Unrealized +11.9%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $9 Shares 30 Est. Cost $166.67 Unrealized
NTAP NETAPP, INC. 0.0%
Value ($000) $9 Shares 100 Est. Cost $26.74 Unrealized +204.8%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $9 Shares 250 Est. Cost $30.17 Unrealized +8.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $9 Shares 118 Est. Cost $61.81 Unrealized +51.5%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $27.78 Unrealized +211.3%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.97 Unrealized +25.5%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $81.71 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $79.46 Unrealized -49.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +36.9%
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
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $120.29 Unrealized +180.4%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $7 Shares 120 Est. Cost $58.93 Unrealized -6.7%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $7 Shares 140 Est. Cost $27.95 Unrealized 0.0%
NEW RELIC INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $105.33 Unrealized
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $7 Shares 15 Est. Cost $167.00 Unrealized +137.8%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $7 Shares 10 Est. Cost $171.20 Unrealized +275.5%
FIRST TRUST NEW OPPORTUNITIES MLP 0.0%
Value ($000) $7 Shares 1,260 Est. Cost $8.46 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $53.26 Unrealized +132.9%
APTIV PLC 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $6 Shares 85 Est. Cost $70.59 Unrealized
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $6 Shares 170 Est. Cost $35.29 Unrealized
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 330 Est. Cost $17.84 Unrealized 0.0%
POST POST HOLDINGS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $35.89 Unrealized +91.1%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $6 Shares 30 Est. Cost $118.86 Unrealized +34.9%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $6 Shares 290 Est. Cost $17.43 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $155.43 Unrealized +35.4%
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $6 Shares 135 Est. Cost $44.44 Unrealized
SPLUNK INC. 0.0%
Value ($000) $6 Shares 50 Est. Cost $60.00 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.87 Unrealized 0.0%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $5 Shares 103 Est. Cost $29.13 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $5 Shares 160 Est. Cost $28.08 Unrealized 0.0%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $5 Shares 780 Est. Cost $7.85 Unrealized 0.0%
JD JD.COM INC.-ADR 0.0%
Value ($000) $5 Shares 70 Est. Cost $45.45 Unrealized
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $5 Shares 50 Est. Cost $31.42 Unrealized +131.8%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $73.79 Unrealized -1.8%
FROG JFROG LTD 0.0%
Value ($000) $5 Shares 165 Est. Cost $32.96 Unrealized 0.0%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $5 Shares 490 Est. Cost $12.12 Unrealized 0.0%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +43.2%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $5 Shares 55 Est. Cost $94.95 Unrealized 0.0%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $5 Shares 430 Est. Cost $11.63 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $5 Shares 190 Est. Cost $28.94 Unrealized 0.0%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +50.5%
INTELLIGENT SYSTEMS CORPORATION 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
MTN VAIL RESORTS INC. 0.0%
Value ($000) $5 Shares 15 Est. Cost $218.90 Unrealized +55.7%
OUTSET MEDICAL INC. 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $5 Shares 405 Est. Cost $13.91 Unrealized 0.0%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $5 Shares 230 Est. Cost $23.31 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $5 Shares 24 Est. Cost $208.33 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $58.54 Unrealized -2.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +68.3%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $5 Shares 320 Est. Cost $13.78 Unrealized 0.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $5 Shares 582 Est. Cost $6.11 Unrealized
CHICO'S FASHION INC 0.0%
Value ($000) $5 Shares 925 Est. Cost $5.41 Unrealized
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
ZYMERGEN INC. 0.0%
Value ($000) $4 Shares 550 Est. Cost $7.27 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $4 Shares 370 Est. Cost $14.97 Unrealized 0.0%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 55 Est. Cost $71.94 Unrealized 0.0%
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -43.0%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $4 Shares 195 Est. Cost $36.45 Unrealized -21.4%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
MASI MASIMO CORPORATION 0.0%
Value ($000) $4 Shares 12 Est. Cost $110.93 Unrealized +156.7%
ABIOMED INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
BM TECHNOLOGIES INC. 0.0%
Value ($000) $4 Shares 405 Est. Cost $9.88 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +69.5%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.11 Unrealized
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $4 Shares 220 Est. Cost $25.07 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
PETS PETMED EXPRESS INC. 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.04 Unrealized +112.3%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $259.08 Unrealized -0.8%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $60.00 Unrealized
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +8.9%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $99.76 Unrealized +58.5%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $3 Shares 25 Est. Cost $97.11 Unrealized +29.1%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
MLKN HERMAN MILLER INC. 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.83 Unrealized +13.8%
STT STATE STREET CORP. COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $57.49 Unrealized +42.5%
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $3 Shares 64 Est. Cost $62.50 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.81 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +29.2%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $91.53 Unrealized -13.6%
INVITAE CORP COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $44.44 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $283.12 Unrealized +3.4%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $2 Shares 90 Est. Cost $42.59 Unrealized -48.9%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -38.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 74 Est. Cost $31.19 Unrealized +4.4%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.53 Unrealized -30.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +10.1%
VYX NCR CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $25.37 Unrealized 0.0%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +73.3%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.95 Unrealized +35.6%
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 60 Est. Cost $62.55 Unrealized -54.5%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $53.33 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $135.45 Unrealized -37.2%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +7.4%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +62.6%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $1 Shares 4 Est. Cost $235.22 Unrealized +18.3%
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.35 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.76 Unrealized 0.0%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $43.80 Unrealized -56.2%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.52 Unrealized +54.0%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +3.6%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
NIKOLA CORPORATION 0.0%
Value ($000) $0 Shares 50 Est. Cost $19.50 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -42.5%
HEXO CORP COM NEW 0.0%
Value ($000) $0 Shares 170 Est. Cost $5.88 Unrealized
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +158.0%
CRON CRONOS GROUP, INC. 0.0%
Value ($000) $0 Shares 110 Est. Cost $8.27 Unrealized -39.6%