ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 13, 2022

Total Value ($000): $178,941 (100.0% shares, 0.0% debt)

Holdings (485)

SPY SPDR S & P 500 ETF TRUST 9.6%
Value ($000) $17,093 Shares 47,855 Est. Cost $209.41 Unrealized
AAPL APPLE INC 6.1%
Value ($000) $10,986 Shares 79,495 Est. Cost $88.09 Unrealized +75.1%
TIP ISHARES TIPS BOND ETF 3.5%
Value ($000) $6,273 Shares 59,796 Est. Cost $113.23 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $5,991 Shares 25,727 Est. Cost $39.98 Unrealized +542.5%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $4,475 Shares 11,141 Est. Cost $219.63 Unrealized
AMZN AMAZON. COM, INC 2.5%
Value ($000) $4,400 Shares 38,935 Est. Cost $121.36 Unrealized +4.1%
VTHR ETF VANGUARD RUSSELL 3000 2.4%
Value ($000) $4,358 Shares 27,051 Est. Cost $106.18 Unrealized
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $4,347 Shares 26,609 Est. Cost $71.70 Unrealized +113.2%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $4,016 Shares 31,807 Est. Cost $63.29 Unrealized +106.3%
PEP PEPSICO INC 2.0%
Value ($000) $3,662 Shares 22,431 Est. Cost $61.35 Unrealized +151.7%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 2.0%
Value ($000) $3,631 Shares 37,688 Est. Cost $117.14 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,146 Shares 36,088 Est. Cost $80.49 Unrealized
MCD MCDONALDS CORP 1.6%
Value ($000) $2,861 Shares 12,398 Est. Cost $88.67 Unrealized +166.4%
HD HOME DEPOT INC 1.6%
Value ($000) $2,849 Shares 10,323 Est. Cost $100.25 Unrealized +170.0%
PFE PFIZER INC 1.5%
Value ($000) $2,700 Shares 61,705 Est. Cost $29.75 Unrealized +35.8%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.5%
Value ($000) $2,611 Shares 9,778 Est. Cost $170.34 Unrealized +67.1%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $2,406 Shares 23,026 Est. Cost $66.32 Unrealized +59.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $2,369 Shares 6,133 Est. Cost $178.54 Unrealized +113.3%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $2,360 Shares 30,106 Est. Cost $53.96 Unrealized +42.9%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $2,272 Shares 15,815 Est. Cost $82.31 Unrealized +61.4%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $2,225 Shares 31,301 Est. Cost $35.11 Unrealized +77.4%
ABBV ABBVIE INC. 1.2%
Value ($000) $2,166 Shares 16,141 Est. Cost $55.55 Unrealized +128.8%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,140 Shares 24,510 Est. Cost $57.90 Unrealized +40.5%
WM WASTE MANAGEMENT INC NEW 1.0%
Value ($000) $1,786 Shares 11,149 Est. Cost $40.96 Unrealized +282.1%
KO COCA COLA CO 1.0%
Value ($000) $1,757 Shares 31,364 Est. Cost $33.88 Unrealized +65.4%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,698 Shares 44,708 Est. Cost $32.33 Unrealized +10.6%
NVDA NVIDIA CORP. 0.9%
Value ($000) $1,681 Shares 13,850 Est. Cost $17.42 Unrealized -9.4%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,651 Shares 10,067 Est. Cost $87.92 Unrealized +95.9%
LLY ELI LILLY & CO 0.9%
Value ($000) $1,645 Shares 5,090 Est. Cost $89.08 Unrealized +245.8%
INTC INTEL CORP 0.8%
Value ($000) $1,496 Shares 58,064 Est. Cost $22.42 Unrealized +44.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,489 Shares 2,948 Est. Cost $262.36 Unrealized +88.7%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.8%
Value ($000) $1,425 Shares 14,791 Est. Cost $117.01 Unrealized
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,378 Shares 34,461 Est. Cost $26.11 Unrealized +53.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $1,340 Shares 14,213 Est. Cost $71.77 Unrealized +45.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $1,268 Shares 6,027 Est. Cost $196.92 Unrealized
DHR DANAHER CORP 0.7%
Value ($000) $1,223 Shares 4,736 Est. Cost $108.85 Unrealized +121.1%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,219 Shares 10,792 Est. Cost $63.21 Unrealized +101.0%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,128 Shares 6,000 Est. Cost $154.44 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $1,107 Shares 16,288 Est. Cost $34.28 Unrealized +95.3%
TSLA TESLA MOTORS INC 0.6%
Value ($000) $1,057 Shares 3,985 Est. Cost $240.96 Unrealized +15.9%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,033 Shares 10,833 Est. Cost $53.99 Unrealized +62.3%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,006 Shares 11,691 Est. Cost $48.85 Unrealized +64.6%
MET METLIFE INC 0.6%
Value ($000) $1,005 Shares 16,536 Est. Cost $39.42 Unrealized +46.2%
WMT WALMART INC 0.6%
Value ($000) $994 Shares 7,666 Est. Cost $27.94 Unrealized +50.3%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $978 Shares 4,323 Est. Cost $46.36 Unrealized +372.5%
V VISA INC - CLASS A SHARES 0.5%
Value ($000) $963 Shares 5,423 Est. Cost $147.46 Unrealized +34.5%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $952 Shares 4,450 Est. Cost $217.36 Unrealized
CL COLGATE PALMOLIVE 0.5%
Value ($000) $932 Shares 13,272 Est. Cost $48.83 Unrealized +48.4%
OEF ISHARES S & P 100 ETF 0.5%
Value ($000) $912 Shares 5,610 Est. Cost $76.55 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $889 Shares 9,186 Est. Cost $54.77 Unrealized +82.6%
SYK STRYKER CORP 0.5%
Value ($000) $876 Shares 4,328 Est. Cost $109.37 Unrealized +85.6%
BLACKROCK INC 0.5%
Value ($000) $874 Shares 1,588 Est. Cost $557.04 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $835 Shares 10,354 Est. Cost $60.16 Unrealized +25.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $820 Shares 4,569 Est. Cost $133.53 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $813 Shares 1,722 Est. Cost $184.00 Unrealized +170.7%
ACN ACCENTURE PLC 0.4%
Value ($000) $804 Shares 3,125 Est. Cost $97.45 Unrealized +181.9%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $793 Shares 3,693 Est. Cost $116.14 Unrealized +97.0%
META META PLATFORMS INC 0.4%
Value ($000) $792 Shares 5,840 Est. Cost $150.96 Unrealized +6.6%
TGT TARGET CORP 0.4%
Value ($000) $782 Shares 5,269 Est. Cost $76.92 Unrealized +85.8%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $764 Shares 6,428 Est. Cost $113.51 Unrealized +1.9%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.4%
Value ($000) $752 Shares 16,435 Est. Cost $50.31 Unrealized
CSX CSX CORPORATION 0.4%
Value ($000) $749 Shares 28,126 Est. Cost $24.37 Unrealized +21.5%
AMAT APPLIED MATL INC 0.4%
Value ($000) $726 Shares 8,864 Est. Cost $84.59 Unrealized +10.5%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $714 Shares 4,276 Est. Cost $152.81 Unrealized +6.1%
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $696 Shares 5,856 Est. Cost $52.88 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $674 Shares 22,321 Est. Cost $26.45 Unrealized +15.6%
NKE NIKE, INC 0.4%
Value ($000) $674 Shares 8,103 Est. Cost $75.07 Unrealized +35.3%
T AT&T INC. 0.4%
Value ($000) $666 Shares 43,372 Est. Cost $13.25 Unrealized +13.8%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $635 Shares 2,992 Est. Cost $139.59 Unrealized +51.1%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $624 Shares 1,870 Est. Cost $162.10 Unrealized +101.4%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $603 Shares 2,677 Est. Cost $172.10 Unrealized +26.6%
EFA ISHARES MSCI EAFE ETF FUND 0.3%
Value ($000) $602 Shares 10,751 Est. Cost $69.07 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.3%
Value ($000) $586 Shares 20,349 Est. Cost $27.70 Unrealized -1.4%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $579 Shares 2,642 Est. Cost $239.77 Unrealized
VLO VALERO ENERGY NEW 0.3%
Value ($000) $555 Shares 5,195 Est. Cost $68.12 Unrealized +45.9%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $552 Shares 2,940 Est. Cost $60.86 Unrealized +199.7%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $535 Shares 8,768 Est. Cost $53.17 Unrealized +32.0%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $520 Shares 6,555 Est. Cost $93.05 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $509 Shares 6,955 Est. Cost $48.69 Unrealized +59.4%
DUK DUKE ENERGY CORPORATION NEW 0.3%
Value ($000) $488 Shares 5,245 Est. Cost $81.36 Unrealized +15.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $480 Shares 13,191 Est. Cost $43.96 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $480 Shares 4,339 Est. Cost $87.13 Unrealized +10.7%
MS MORGAN STANLEY 0.3%
Value ($000) $472 Shares 5,975 Est. Cost $59.38 Unrealized +26.7%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $446 Shares 3,283 Est. Cost $150.89 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $430 Shares 11,151 Est. Cost $37.90 Unrealized +2.1%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $419 Shares 5,881 Est. Cost $84.04 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $413 Shares 2,556 Est. Cost $97.73 Unrealized +64.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $401 Shares 6,328 Est. Cost $92.76 Unrealized -8.2%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $376 Shares 3,509 Est. Cost $112.22 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $370 Shares 1,900 Est. Cost $174.55 Unrealized +17.0%
GLW CORNING INC 0.2%
Value ($000) $349 Shares 12,040 Est. Cost $18.03 Unrealized +70.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $347 Shares 11,415 Est. Cost $31.70 Unrealized
D DOMINION ENERGY, INC. 0.2%
Value ($000) $346 Shares 5,009 Est. Cost $50.57 Unrealized +35.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $344 Shares 732 Est. Cost $281.73 Unrealized +60.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $341 Shares 1,650 Est. Cost $265.31 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $337 Shares 3,298 Est. Cost $49.61 Unrealized +77.8%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $335 Shares 3,900 Est. Cost $74.88 Unrealized +8.8%
DOW DOW INC. 0.2%
Value ($000) $329 Shares 7,487 Est. Cost $42.53 Unrealized -2.5%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $329 Shares 477 Est. Cost $525.27 Unrealized +19.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $315 Shares 1,414 Est. Cost $128.28 Unrealized +82.8%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $311 Shares 2,305 Est. Cost $88.67 Unrealized +63.5%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $308 Shares 3,655 Est. Cost $38.49 Unrealized +103.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $307 Shares 2,755 Est. Cost $103.32 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $303 Shares 1,303 Est. Cost $232.80 Unrealized -2.8%
BA BOEING 0.2%
Value ($000) $302 Shares 2,501 Est. Cost $140.44 Unrealized +9.2%
ADBE ADOBE INC 0.2%
Value ($000) $299 Shares 1,085 Est. Cost $336.43 Unrealized +12.5%
KMB KIMBERLY CLARK 0.2%
Value ($000) $299 Shares 2,650 Est. Cost $81.39 Unrealized +40.5%
C CITIGROUP INC. 0.2%
Value ($000) $283 Shares 6,801 Est. Cost $52.28 Unrealized -16.5%
NFLX NETFLIX INC 0.2%
Value ($000) $283 Shares 1,201 Est. Cost $36.36 Unrealized -38.9%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $273 Shares 8,500 Est. Cost $43.06 Unrealized
NUE NUCOR 0.1%
Value ($000) $248 Shares 2,310 Est. Cost $39.16 Unrealized +204.2%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $246 Shares 1,363 Est. Cost $115.78 Unrealized +56.9%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $243 Shares 3,705 Est. Cost $54.51 Unrealized
GIS GENERAL MILLS, INC 0.1%
Value ($000) $242 Shares 3,160 Est. Cost $34.57 Unrealized +96.1%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $240 Shares 3,913 Est. Cost $63.22 Unrealized +2.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $239 Shares 1,448 Est. Cost $143.78 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $224 Shares 7,645 Est. Cost $36.18 Unrealized -6.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $222 Shares 3,564 Est. Cost $76.65 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $221 Shares 1,606 Est. Cost $79.49 Unrealized +52.5%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $220 Shares 3,230 Est. Cost $62.95 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $217 Shares 2,385 Est. Cost $70.80 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $214 Shares 754 Est. Cost $158.52 Unrealized +105.1%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $198 Shares 1,281 Est. Cost $146.70 Unrealized
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $198 Shares 6,922 Est. Cost $24.20 Unrealized +15.3%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $198 Shares 5,435 Est. Cost $41.53 Unrealized
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $196 Shares 1,362 Est. Cost $179.88 Unrealized -6.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $191 Shares 5,363 Est. Cost $17.40 Unrealized +116.1%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $183 Shares 2,209 Est. Cost $65.42 Unrealized +23.7%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $178 Shares 2,400 Est. Cost $60.95 Unrealized
TMO THERMO FISHER SCIENTIFIC, INC 0.1%
Value ($000) $177 Shares 349 Est. Cost $552.45 Unrealized +0.3%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $174 Shares 1,750 Est. Cost $58.95 Unrealized +47.4%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $171 Shares 2,677 Est. Cost $47.76 Unrealized +45.0%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $167 Shares 7,011 Est. Cost $24.15 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $166 Shares 2,685 Est. Cost $49.80 Unrealized +12.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $164 Shares 675 Est. Cost $257.92 Unrealized +0.4%
CMI CUMMINS INC 0.1%
Value ($000) $163 Shares 805 Est. Cost $97.00 Unrealized +102.2%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $159 Shares 3,945 Est. Cost $26.89 Unrealized +22.9%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $150 Shares 1,970 Est. Cost $95.46 Unrealized
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $144 Shares 5,100 Est. Cost $15.27 Unrealized +87.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $144 Shares 968 Est. Cost $207.29 Unrealized -5.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $142 Shares 3,825 Est. Cost $31.18 Unrealized +8.4%
DTE DTE ENERGY CO 0.1%
Value ($000) $138 Shares 1,195 Est. Cost $94.42 Unrealized +21.6%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $138 Shares 475 Est. Cost $243.25 Unrealized +18.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $137 Shares 1,100 Est. Cost $69.32 Unrealized +65.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $133 Shares 4,200 Est. Cost $34.81 Unrealized +0.6%
SRE SEMPRA 0.1%
Value ($000) $133 Shares 885 Est. Cost $53.27 Unrealized +36.1%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $131 Shares 385 Est. Cost $105.47 Unrealized +223.6%
ETN EATON CORP PLC 0.1%
Value ($000) $120 Shares 897 Est. Cost $124.73 Unrealized +6.9%
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $116 Shares 1,735 Est. Cost $78.50 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $114 Shares 10,800 Est. Cost $9.03 Unrealized
MKC MCCORMICK & CO. 0.1%
Value ($000) $114 Shares 1,600 Est. Cost $57.49 Unrealized +34.7%
MPLX MPLX LP 0.1%
Value ($000) $111 Shares 3,700 Est. Cost $30.00 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $107 Shares 1,956 Est. Cost $28.86 Unrealized +96.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $105 Shares 2,588 Est. Cost $31.40 Unrealized +24.9%
TRV TRAVELERS COS INC 0.1%
Value ($000) $104 Shares 680 Est. Cost $75.37 Unrealized +101.9%
CLX CLOROX COMPANY 0.1%
Value ($000) $103 Shares 800 Est. Cost $100.10 Unrealized +28.7%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $103 Shares 5,500 Est. Cost $22.36 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $102 Shares 2,545 Est. Cost $39.15 Unrealized +0.6%
KELLOGG COMPANY 0.1%
Value ($000) $102 Shares 1,467 Est. Cost $51.88 Unrealized +17.9%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $101 Shares 5,280 Est. Cost $15.22 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $94 Shares 2,505 Est. Cost $24.30 Unrealized +60.7%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $93 Shares 1,626 Est. Cost $29.79 Unrealized
LSBDX LOOMIS SAYLES BOND FUND 0.1%
Value ($000) $91 Shares 8,084 Est. Cost $12.77 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $91 Shares 712 Est. Cost $61.12 Unrealized +122.5%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $90 Shares 630 Est. Cost $97.58 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $85 Shares 627 Est. Cost $126.00 Unrealized
YUM YUM BRANDS INC. 0.0%
Value ($000) $83 Shares 780 Est. Cost $53.12 Unrealized +104.8%
RIO RIO TINTO PLC 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $73.33 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $82 Shares 5,947 Est. Cost $20.06 Unrealized -37.5%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $81 Shares 800 Est. Cost $20.57 Unrealized +146.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 975 Est. Cost $91.70 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $80 Shares 1,661 Est. Cost $49.37 Unrealized
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $79 Shares 1,193 Est. Cost $100.72 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $78 Shares 193 Est. Cost $312.70 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $72 Shares 1,523 Est. Cost $70.18 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $69 Shares 446 Est. Cost $41.64 Unrealized +264.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $68 Shares 1,091 Est. Cost $55.82 Unrealized +7.3%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $67 Shares 3,810 Est. Cost $17.93 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $51.33 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $65 Shares 757 Est. Cost $85.95 Unrealized +1.4%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $65 Shares 1,085 Est. Cost $50.44 Unrealized +5.0%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $62 Shares 655 Est. Cost $98.63 Unrealized
TTC TORO CO 0.0%
Value ($000) $62 Shares 720 Est. Cost $85.59 Unrealized 0.0%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES IND 0.0%
Value ($000) $59 Shares 1,580 Est. Cost $46.84 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $57 Shares 1,357 Est. Cost $30.21 Unrealized +39.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $56 Shares 768 Est. Cost $97.47 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $55 Shares 1,940 Est. Cost $35.69 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $54 Shares 521 Est. Cost $87.86 Unrealized +21.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 816 Est. Cost $57.38 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $54 Shares 430 Est. Cost $134.94 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $58.92 Unrealized -6.1%
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $52 Shares 8,634 Est. Cost $6.53 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $51 Shares 635 Est. Cost $90.86 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $51 Shares 338 Est. Cost $94.51 Unrealized +50.2%
SYY SYSCO CORPORATION 0.0%
Value ($000) $49 Shares 695 Est. Cost $60.48 Unrealized +25.2%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $48 Shares 800 Est. Cost $58.36 Unrealized -2.5%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $47 Shares 250 Est. Cost $144.15 Unrealized +46.3%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $47 Shares 330 Est. Cost $145.09 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $45 Shares 242 Est. Cost $235.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $45 Shares 242 Est. Cost $281.03 Unrealized -23.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $45 Shares 365 Est. Cost $147.95 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $44 Shares 1,130 Est. Cost $40.38 Unrealized -0.6%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $44 Shares 660 Est. Cost $81.84 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $25.33 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $43 Shares 160 Est. Cost $170.70 Unrealized +86.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $43 Shares 678 Est. Cost $60.33 Unrealized +7.5%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $42 Shares 556 Est. Cost $77.66 Unrealized
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $41 Shares 700 Est. Cost $58.57 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $41 Shares 114 Est. Cost $394.74 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $41 Shares 201 Est. Cost $228.93 Unrealized +0.3%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $41 Shares 315 Est. Cost $137.44 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $40 Shares 1,140 Est. Cost $44.55 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $40 Shares 440 Est. Cost $72.88 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $39 Shares 375 Est. Cost $99.26 Unrealized +2.5%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $39 Shares 800 Est. Cost $49.40 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $38 Shares 189 Est. Cost $131.07 Unrealized +50.5%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $38 Shares 425 Est. Cost $64.51 Unrealized +56.1%
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $37 Shares 490 Est. Cost $70.26 Unrealized +5.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 520 Est. Cost $75.06 Unrealized
PHM PULTEGROUP, INC 0.0%
Value ($000) $35 Shares 925 Est. Cost $40.72 Unrealized +0.2%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $35 Shares 912 Est. Cost $18.38 Unrealized +113.2%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $35 Shares 127 Est. Cost $39.37 Unrealized
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $34 Shares 7,000 Est. Cost $4.51 Unrealized -10.2%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $34 Shares 156 Est. Cost $145.99 Unrealized +40.6%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $33 Shares 860 Est. Cost $52.21 Unrealized -4.0%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $32 Shares 600 Est. Cost $43.23 Unrealized +28.6%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $32 Shares 470 Est. Cost $69.31 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $31 Shares 150 Est. Cost $222.85 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $29 Shares 318 Est. Cost $100.04 Unrealized -5.4%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $29 Shares 475 Est. Cost $68.95 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $29 Shares 172 Est. Cost $131.70 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $29 Shares 120 Est. Cost $45.09 Unrealized +414.5%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $29 Shares 250 Est. Cost $139.41 Unrealized -18.7%
PLUG PLUG POWER INC. 0.0%
Value ($000) $29 Shares 1,370 Est. Cost $12.41 Unrealized +92.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 329 Est. Cost $41.33 Unrealized +107.8%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $27 Shares 225 Est. Cost $107.37 Unrealized +0.1%
ARISTA NETWORKS INC. 0.0%
Value ($000) $27 Shares 240 Est. Cost $162.99 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $27 Shares 200 Est. Cost $100.42 Unrealized +55.0%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $27 Shares 525 Est. Cost $38.52 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $26 Shares 156 Est. Cost $81.43 Unrealized +6.3%
LABORATORY CORPORATION OF AMERICAN HOLDINGS 0.0%
Value ($000) $25 Shares 120 Est. Cost $208.33 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $25 Shares 275 Est. Cost $120.26 Unrealized -20.3%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $12.00 Unrealized +6.5%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $24 Shares 459 Est. Cost $61.00 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $23 Shares 420 Est. Cost $36.18 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $23 Shares 74 Est. Cost $215.02 Unrealized +68.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $22 Shares 675 Est. Cost $21.83 Unrealized +37.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $22 Shares 375 Est. Cost $59.38 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $22 Shares 600 Est. Cost $33.60 Unrealized -0.5%
BIIB BIOGEN INC 0.0%
Value ($000) $22 Shares 81 Est. Cost $213.20 Unrealized -0.4%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $21 Shares 80 Est. Cost $272.75 Unrealized +13.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $21 Shares 915 Est. Cost $59.99 Unrealized -63.4%
F FORD MOTOR CO DEL 0.0%
Value ($000) $21 Shares 1,888 Est. Cost $9.43 Unrealized +15.2%
ATLASSIAN CORPORATION PLC - CLASS A 0.0%
Value ($000) $21 Shares 100 Est. Cost $98.33 Unrealized
BBY BEST BUY 0.0%
Value ($000) $21 Shares 325 Est. Cost $82.19 Unrealized -23.6%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $21 Shares 100 Est. Cost $301.86 Unrealized -13.4%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $20 Shares 79 Est. Cost $249.92 Unrealized +0.3%
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $20 Shares 300 Est. Cost $63.94 Unrealized +0.4%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $20 Shares 410 Est. Cost $51.22 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $20 Shares 1,900 Est. Cost $10.64 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.00 Unrealized -7.1%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $19 Shares 460 Est. Cost $21.34 Unrealized +103.8%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $19 Shares 52 Est. Cost $326.96 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $19 Shares 1,245 Est. Cost $18.18 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $19 Shares 363 Est. Cost $52.43 Unrealized -5.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $18 Shares 130 Est. Cost $194.31 Unrealized -18.1%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $18 Shares 385 Est. Cost $51.95 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $188.09 Unrealized -2.8%
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $17 Shares 80 Est. Cost $214.55 Unrealized 0.0%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $17 Shares 1,067 Est. Cost $17.88 Unrealized -1.9%
MDB MONGODB, INC. 0.0%
Value ($000) $17 Shares 88 Est. Cost $66.66 Unrealized +337.8%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $17 Shares 235 Est. Cost $76.05 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 565 Est. Cost $39.58 Unrealized
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $17 Shares 355 Est. Cost $64.52 Unrealized
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $17 Shares 670 Est. Cost $26.12 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $17 Shares 165 Est. Cost $115.58 Unrealized -11.7%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $16 Shares 575 Est. Cost $33.77 Unrealized -17.4%
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $16 Shares 3,472 Est. Cost $5.18 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $16 Shares 607 Est. Cost $52.72 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $6.80 Unrealized +122.5%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $15 Shares 207 Est. Cost $78.98 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 540 Est. Cost $12.03 Unrealized +130.1%
SHE SPDR GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $15 Shares 208 Est. Cost $77.27 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $15 Shares 18 Est. Cost $1237.15 Unrealized -30.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $14 Shares 1,150 Est. Cost $11.95 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $14 Shares 465 Est. Cost $32.78 Unrealized +6.3%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $28.98 Unrealized -30.0%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $94.86 Unrealized +114.2%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $13 Shares 285 Est. Cost $72.25 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $13 Shares 76 Est. Cost $182.83 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $13 Shares 115 Est. Cost $79.99 Unrealized +55.3%
HBAN HUNTINGTON BANCSHARES INC. 0.0%
Value ($000) $13 Shares 1,024 Est. Cost $11.24 Unrealized +1.6%
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $13 Shares 360 Est. Cost $37.54 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.33 Unrealized 0.0%
DVA DAVITA INC. 0.0%
Value ($000) $13 Shares 160 Est. Cost $87.70 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $13 Shares 506 Est. Cost $27.67 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $13 Shares 455 Est. Cost $42.29 Unrealized -26.9%
SIEGY SIEMENS AG 0.0%
Value ($000) $13 Shares 270 Est. Cost $66.82 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -52.1%
SONY SONY GROUP CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $57.14 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $12 Shares 30 Est. Cost $366.67 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $133.33 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $12 Shares 360 Est. Cost $43.55 Unrealized -24.1%
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $12 Shares 670 Est. Cost $20.49 Unrealized +0.2%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $12 Shares 100 Est. Cost $45.89 Unrealized +152.2%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $11 Shares 280 Est. Cost $67.20 Unrealized -27.8%
ECL ECOLAB INC. 0.0%
Value ($000) $11 Shares 75 Est. Cost $179.54 Unrealized -13.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $11 Shares 40 Est. Cost $255.73 Unrealized +21.2%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $11 Shares 875 Est. Cost $10.95 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $11 Shares 664 Est. Cost $27.33 Unrealized -33.9%
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $11 Shares 440 Est. Cost $43.34 Unrealized
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $11 Shares 10 Est. Cost $901.87 Unrealized +35.3%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $10 Shares 175 Est. Cost $65.56 Unrealized -9.4%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $10 Shares 262 Est. Cost $72.52 Unrealized
CHICO'S FASHION INC 0.0%
Value ($000) $10 Shares 2,025 Est. Cost $5.15 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $10 Shares 128 Est. Cost $200.08 Unrealized -65.5%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $10 Shares 906 Est. Cost $7.48 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $10 Shares 280 Est. Cost $54.04 Unrealized -30.5%
GRNB VANECK GREEN BOND -E TF 0.0%
Value ($000) $10 Shares 435 Est. Cost $25.90 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL AMT- FREE BD ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $130.80 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $92.47 Unrealized +158.3%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $10 Shares 239 Est. Cost $36.36 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $48.78 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $9 Shares 330 Est. Cost $26.44 Unrealized -27.2%
KEY KEYCORP NEW COM 0.0%
Value ($000) $9 Shares 542 Est. Cost $6.48 Unrealized +129.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $9 Shares 155 Est. Cost $22.69 Unrealized +152.7%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $9 Shares 65 Est. Cost $90.98 Unrealized +62.4%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $9 Shares 105 Est. Cost $89.43 Unrealized -1.5%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $9 Shares 880 Est. Cost $11.57 Unrealized +13.9%
ADSK AUTODESK INC. 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -12.3%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.07 Unrealized +33.2%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -15.8%
GPC GENUINE PARTS 0.0%
Value ($000) $9 Shares 60 Est. Cost $137.41 Unrealized 0.0%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $9 Shares 361 Est. Cost $33.24 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.69 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 90 Est. Cost $59.79 Unrealized +67.7%
TWLO TWILIO INC. - A 0.0%
Value ($000) $8 Shares 113 Est. Cost $152.36 Unrealized -47.6%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.97 Unrealized -2.5%
EBAY EBAY INC 0.0%
Value ($000) $8 Shares 207 Est. Cost $22.94 Unrealized +81.8%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $8 Shares 240 Est. Cost $53.00 Unrealized
VMWARE INC 0.0%
Value ($000) $8 Shares 79 Est. Cost $72.22 Unrealized
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $8 Shares 270 Est. Cost $209.45 Unrealized -83.0%
FROG JFROG LTD 0.0%
Value ($000) $8 Shares 345 Est. Cost $28.97 Unrealized -23.1%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $8 Shares 140 Est. Cost $68.65 Unrealized -9.8%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $8 Shares 327 Est. Cost $203.34 Unrealized -82.7%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.38 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.00 Unrealized
KMI KINDER MORGAN INC. 0.0%
Value ($000) $8 Shares 470 Est. Cost $14.77 Unrealized 0.0%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.55 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.25 Unrealized +2.8%
UNILEVER PLC 0.0%
Value ($000) $7 Shares 170 Est. Cost $60.85 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $7 Shares 1,565 Est. Cost $6.55 Unrealized -14.3%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $7 Shares 625 Est. Cost $20.48 Unrealized
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $7 Shares 700 Est. Cost $13.29 Unrealized -21.1%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.43 Unrealized +69.1%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $7 Shares 615 Est. Cost $18.38 Unrealized -34.4%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $7 Shares 225 Est. Cost $120.93 Unrealized -65.9%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $6 Shares 15 Est. Cost $167.00 Unrealized +171.8%
CORECARD CORPORATION 0.0%
Value ($000) $6 Shares 265 Est. Cost $32.82 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 675 Est. Cost $16.40 Unrealized -41.6%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $6 Shares 115 Est. Cost $55.44 Unrealized -7.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $297.04 Unrealized 0.0%
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $6 Shares 380 Est. Cost $26.57 Unrealized -32.5%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $6 Shares 880 Est. Cost $9.45 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $6 Shares 100 Est. Cost $37.68 Unrealized +22.3%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $6 Shares 955 Est. Cost $11.44 Unrealized -43.4%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $6 Shares 215 Est. Cost $37.21 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $6 Shares 320 Est. Cost $28.01 Unrealized -18.2%
FNB F.N.B. CORPORATION 0.0%
Value ($000) $6 Shares 550 Est. Cost $10.26 Unrealized +2.6%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $310.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $96.04 Unrealized +29.3%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.65 Unrealized
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $6 Shares 66 Est. Cost $112.47 Unrealized -24.8%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $6 Shares 315 Est. Cost $44.44 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $120.29 Unrealized +181.5%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 74 Est. Cost $135.14 Unrealized
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $6 Shares 610 Est. Cost $16.57 Unrealized -39.4%
NTAP NETAPP, INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $26.74 Unrealized +139.9%
CFG CITIZENS FINANCIAL GROUP INC. COMMON STOCK 0.0%
Value ($000) $5 Shares 137 Est. Cost $31.80 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $157.02 Unrealized +2.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $5 Shares 178 Est. Cost $39.33 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPNY 0.0%
Value ($000) $5 Shares 214 Est. Cost $32.71 Unrealized
SNY SANOFI ADR 0.0%
Value ($000) $5 Shares 120 Est. Cost $50.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $214.25 Unrealized -64.5%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $5 Shares 300 Est. Cost $35.89 Unrealized
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.56 Unrealized +14.2%
BCE BCE INC 0.0%
Value ($000) $5 Shares 130 Est. Cost $37.64 Unrealized 0.0%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $5 Shares 340 Est. Cost $37.50 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $60.29 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 0.0%
Value ($000) $5 Shares 117 Est. Cost $63.41 Unrealized
ZYMERGEN INC. 0.0%
Value ($000) $5 Shares 1,895 Est. Cost $3.98 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $250.00 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $5 Shares 505 Est. Cost $15.68 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $97.66 Unrealized 0.0%
CHGG CHEGG INC COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $79.46 Unrealized -73.9%
OUTSET MEDICAL INC. 0.0%
Value ($000) $4 Shares 280 Est. Cost $46.05 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.27 Unrealized 0.0%
ZUORA INC 0.0%
Value ($000) $4 Shares 494 Est. Cost $14.17 Unrealized
NEW RELIC INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $105.33 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $4 Shares 231 Est. Cost $106.29 Unrealized -59.2%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $4 Shares 510 Est. Cost $65.48 Unrealized -84.5%
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +141.0%
FRPT FRESHPET INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.26 Unrealized -11.5%
SPLUNK INC. 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.13 Unrealized +28.7%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 135 Est. Cost $59.75 Unrealized -49.0%
BEEM BEAM GLOBAL COMMON STOCK 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.59 Unrealized -1.5%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +51.0%
CME CME GROUP INC. 0.0%
Value ($000) $4 Shares 23 Est. Cost $129.10 Unrealized +32.1%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +60.5%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized 0.0%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $4 Shares 925 Est. Cost $10.31 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $4 Shares 110 Est. Cost $50.83 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $3 Shares 310 Est. Cost $27.58 Unrealized -61.4%
TREX TREX COMPANY INC. 0.0%
Value ($000) $3 Shares 65 Est. Cost $53.50 Unrealized 0.0%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized +3.9%
APTIV PLC 0.0%
Value ($000) $3 Shares 35 Est. Cost $142.86 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $265.47 Unrealized -80.1%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.86 Unrealized 0.0%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $3.44 Unrealized -67.1%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.20 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $10.87 Unrealized -52.9%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 355 Est. Cost $8.45 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $197.24 Unrealized -86.4%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +11.2%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +103.9%
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
STT STATE STREET CORP. COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $57.49 Unrealized +5.6%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.76 Unrealized +7.0%
LEG LEGGETT & PLATT 0.0%
Value ($000) $2 Shares 55 Est. Cost $38.00 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +36.2%
GT THE GOODYEAR TIRE & RUBBER COMPANY-COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized 0.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.90 Unrealized 0.0%
VFC VF CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $43.14 Unrealized 0.0%
ABIOMED INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $300.00 Unrealized
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.20 Unrealized +8.6%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +50.4%
WSO WATSCO INC. COMMON STOCK 0.0%
Value ($000) $2 Shares 8 Est. Cost $270.99 Unrealized 0.0%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $91.53 Unrealized -42.7%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -88.9%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +31.7%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
AFL AFLAC INC. 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.51 Unrealized +58.1%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $60.00 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $65.45 Unrealized -26.6%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +9.1%
MLKN MILLERKNOLL INC. 0.0%
Value ($000) $1 Shares 85 Est. Cost $29.83 Unrealized -18.4%
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.35 Unrealized -29.2%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized -28.5%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.23 Unrealized 0.0%
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +15.7%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $1 Shares 230 Est. Cost $23.31 Unrealized -71.1%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized -66.0%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized 0.0%
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.55 Unrealized -32.7%
JKS JINKOSOLAR HOLDING COMPANY LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $1 Shares 71 Est. Cost $34.48 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +18.6%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -84.4%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized 0.0%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +3.5%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -51.0%
VYX NCR CORPORATION 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.37 Unrealized -27.7%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.67 Unrealized +13.8%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.76 Unrealized -14.8%
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +285.8%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized +2.4%