ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 13, 2023

Total Value ($000): $193,310 (100.0% shares, 0.0% debt)

Holdings (479)

SPY SPDR S & P 500 ETF TRUST 9.5%
Value ($000) $18,340 Shares 47,958 Est. Cost $209.41 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $10,238 Shares 78,799 Est. Cost $88.09 Unrealized +59.7%
TIP ISHARES TIPS BOND ETF 3.2%
Value ($000) $6,150 Shares 57,782 Est. Cost $113.23 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $6,064 Shares 25,284 Est. Cost $39.98 Unrealized +485.4%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $4,851 Shares 10,955 Est. Cost $219.63 Unrealized
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $4,806 Shares 31,710 Est. Cost $63.29 Unrealized +105.1%
VTHR ETF VANGUARD RUSSELL 3000 2.5%
Value ($000) $4,798 Shares 27,938 Est. Cost $108.26 Unrealized
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $4,708 Shares 26,653 Est. Cost $71.70 Unrealized +119.0%
PEP PEPSICO INC 2.1%
Value ($000) $4,042 Shares 22,372 Est. Cost $61.35 Unrealized +162.2%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,416 Shares 36,095 Est. Cost $80.49 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.8%
Value ($000) $3,385 Shares 34,899 Est. Cost $117.14 Unrealized
AMZN AMAZON. COM, INC 1.7%
Value ($000) $3,304 Shares 39,329 Est. Cost $121.13 Unrealized -18.5%
HD HOME DEPOT INC 1.7%
Value ($000) $3,302 Shares 10,454 Est. Cost $102.51 Unrealized +174.3%
MCD MCDONALDS CORP 1.7%
Value ($000) $3,259 Shares 12,369 Est. Cost $88.67 Unrealized +176.6%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $3,069 Shares 22,888 Est. Cost $66.32 Unrealized +77.4%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.6%
Value ($000) $3,040 Shares 9,841 Est. Cost $170.34 Unrealized +74.3%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $2,936 Shares 6,035 Est. Cost $178.54 Unrealized +138.9%
PFE PFIZER INC 1.5%
Value ($000) $2,885 Shares 56,302 Est. Cost $29.75 Unrealized +35.1%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $2,858 Shares 15,926 Est. Cost $82.31 Unrealized +86.2%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $2,680 Shares 24,294 Est. Cost $57.90 Unrealized +66.3%
ABBV ABBVIE INC. 1.4%
Value ($000) $2,610 Shares 16,149 Est. Cost $55.55 Unrealized +147.0%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $2,511 Shares 30,042 Est. Cost $53.96 Unrealized +36.8%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,342 Shares 9,775 Est. Cost $87.92 Unrealized +135.0%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $2,260 Shares 31,418 Est. Cost $35.11 Unrealized +85.8%
NVDA NVIDIA CORP. 1.1%
Value ($000) $2,034 Shares 13,918 Est. Cost $17.42 Unrealized -15.9%
KO COCA COLA CO 1.0%
Value ($000) $2,000 Shares 31,439 Est. Cost $33.88 Unrealized +62.1%
LLY ELI LILLY & CO 1.0%
Value ($000) $1,864 Shares 5,094 Est. Cost $89.08 Unrealized +288.2%
WM WASTE MANAGEMENT INC NEW 0.9%
Value ($000) $1,744 Shares 11,117 Est. Cost $40.96 Unrealized +274.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,743 Shares 44,254 Est. Cost $32.33 Unrealized -4.8%
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,631 Shares 34,251 Est. Cost $26.11 Unrealized +58.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,566 Shares 2,954 Est. Cost $262.36 Unrealized +90.7%
INTC INTEL CORP 0.8%
Value ($000) $1,531 Shares 57,915 Est. Cost $22.42 Unrealized +18.9%
MRK MERCK & CO., INC 0.7%
Value ($000) $1,327 Shares 11,958 Est. Cost $49.83 Unrealized +86.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $1,289 Shares 6,018 Est. Cost $196.92 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $1,256 Shares 4,734 Est. Cost $108.85 Unrealized +109.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,223 Shares 14,081 Est. Cost $71.77 Unrealized +30.2%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,223 Shares 6,000 Est. Cost $154.44 Unrealized
MET METLIFE INC 0.6%
Value ($000) $1,217 Shares 16,814 Est. Cost $39.84 Unrealized +63.4%
SO SOUTHERN CO 0.6%
Value ($000) $1,189 Shares 16,654 Est. Cost $34.84 Unrealized +71.1%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,185 Shares 10,783 Est. Cost $63.21 Unrealized +72.2%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,127 Shares 5,424 Est. Cost $147.46 Unrealized +33.6%
BLACKROCK INC 0.6%
Value ($000) $1,106 Shares 1,561 Est. Cost $557.04 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $1,098 Shares 10,550 Est. Cost $60.74 Unrealized +50.4%
WMT WALMART INC 0.6%
Value ($000) $1,096 Shares 7,733 Est. Cost $27.94 Unrealized +63.4%
SYK STRYKER CORP 0.6%
Value ($000) $1,082 Shares 4,427 Est. Cost $111.83 Unrealized +96.5%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,044 Shares 13,257 Est. Cost $48.83 Unrealized +42.8%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $1,033 Shares 4,323 Est. Cost $46.36 Unrealized +393.9%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.5%
Value ($000) $1,014 Shares 10,451 Est. Cost $117.01 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,009 Shares 10,832 Est. Cost $53.99 Unrealized +59.2%
ABT ABBOTT LABS 0.5%
Value ($000) $990 Shares 9,017 Est. Cost $54.77 Unrealized +78.2%
OEF ISHARES S & P 100 ETF 0.5%
Value ($000) $957 Shares 5,610 Est. Cost $76.55 Unrealized
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $948 Shares 4,450 Est. Cost $217.36 Unrealized
NKE NIKE, INC 0.5%
Value ($000) $947 Shares 8,096 Est. Cost $75.07 Unrealized +26.9%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $915 Shares 4,272 Est. Cost $152.81 Unrealized +17.0%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $906 Shares 6,428 Est. Cost $113.51 Unrealized +8.4%
ACN ACCENTURE PLC 0.4%
Value ($000) $870 Shares 3,260 Est. Cost $104.35 Unrealized +153.1%
CSX CSX CORPORATION 0.4%
Value ($000) $869 Shares 28,044 Est. Cost $24.37 Unrealized +17.9%
AMAT APPLIED MATL INC 0.4%
Value ($000) $862 Shares 8,851 Est. Cost $84.59 Unrealized +10.3%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.4%
Value ($000) $850 Shares 16,435 Est. Cost $50.31 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $848 Shares 4,434 Est. Cost $133.53 Unrealized
DE DEERE & CO (JOHN DEERE) 0.4%
Value ($000) $802 Shares 1,870 Est. Cost $162.10 Unrealized +139.8%
TGT TARGET CORP 0.4%
Value ($000) $792 Shares 5,316 Est. Cost $76.92 Unrealized +83.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $787 Shares 1,725 Est. Cost $184.00 Unrealized +154.8%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $787 Shares 3,715 Est. Cost $116.14 Unrealized +60.8%
T AT&T INC. 0.4%
Value ($000) $767 Shares 41,678 Est. Cost $13.25 Unrealized +14.0%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $748 Shares 3,015 Est. Cost $139.59 Unrealized +63.9%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $733 Shares 22,134 Est. Cost $26.45 Unrealized +19.9%
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $729 Shares 5,856 Est. Cost $52.88 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $714 Shares 8,741 Est. Cost $53.17 Unrealized +37.7%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $703 Shares 2,677 Est. Cost $172.10 Unrealized +41.0%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $699 Shares 10,658 Est. Cost $69.07 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.4%
Value ($000) $690 Shares 20,349 Est. Cost $27.70 Unrealized +3.8%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $685 Shares 7,130 Est. Cost $49.57 Unrealized +70.5%
META META PLATFORMS INC 0.3%
Value ($000) $670 Shares 5,568 Est. Cost $150.96 Unrealized -22.8%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $662 Shares 5,218 Est. Cost $68.12 Unrealized +67.5%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $639 Shares 2,642 Est. Cost $239.77 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $584 Shares 2,930 Est. Cost $60.86 Unrealized +209.2%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $554 Shares 13,191 Est. Cost $43.96 Unrealized
DUK DUKE ENERGY CORPORATION NEW 0.3%
Value ($000) $552 Shares 5,361 Est. Cost $81.44 Unrealized +4.1%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $544 Shares 6,555 Est. Cost $93.05 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $522 Shares 11,476 Est. Cost $37.94 Unrealized +3.5%
MMM 3M CO COM 0.3%
Value ($000) $517 Shares 4,309 Est. Cost $87.13 Unrealized +4.1%
MS MORGAN STANLEY 0.3%
Value ($000) $510 Shares 6,004 Est. Cost $59.38 Unrealized +29.3%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $503 Shares 4,087 Est. Cost $239.67 Unrealized -21.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $498 Shares 3,283 Est. Cost $150.89 Unrealized
BA BOEING 0.2%
Value ($000) $476 Shares 2,501 Est. Cost $140.44 Unrealized +16.5%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $446 Shares 2,566 Est. Cost $97.73 Unrealized +51.5%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $446 Shares 1,446 Est. Cost $235.44 Unrealized +10.2%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $422 Shares 5,881 Est. Cost $84.04 Unrealized
DOW DOW INC. 0.2%
Value ($000) $412 Shares 8,182 Est. Cost $42.35 Unrealized -4.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $412 Shares 6,363 Est. Cost $92.76 Unrealized -28.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $401 Shares 3,398 Est. Cost $51.37 Unrealized +113.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $400 Shares 733 Est. Cost $281.73 Unrealized +75.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $394 Shares 1,904 Est. Cost $174.55 Unrealized +9.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $390 Shares 11,405 Est. Cost $31.70 Unrealized
GLW CORNING INC 0.2%
Value ($000) $384 Shares 12,040 Est. Cost $18.03 Unrealized +64.9%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $382 Shares 3,840 Est. Cost $74.88 Unrealized +15.8%
ADBE ADOBE INC 0.2%
Value ($000) $367 Shares 1,090 Est. Cost $336.43 Unrealized -4.9%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $363 Shares 3,655 Est. Cost $38.49 Unrealized +127.5%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $362 Shares 2,449 Est. Cost $91.83 Unrealized +55.0%
KMB KIMBERLY CLARK 0.2%
Value ($000) $360 Shares 2,650 Est. Cost $81.39 Unrealized +38.5%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $359 Shares 1,412 Est. Cost $128.28 Unrealized +74.0%
NFLX NETFLIX INC 0.2%
Value ($000) $355 Shares 1,204 Est. Cost $36.36 Unrealized -22.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $354 Shares 1,650 Est. Cost $265.31 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $345 Shares 2,755 Est. Cost $103.32 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $344 Shares 477 Est. Cost $525.27 Unrealized +39.7%
ITW ILLINOIS TOOL WORKS INC. 0.2%
Value ($000) $338 Shares 1,533 Est. Cost $124.84 Unrealized +58.2%
C CITIGROUP INC. 0.2%
Value ($000) $329 Shares 7,281 Est. Cost $51.51 Unrealized -21.2%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $310 Shares 5,050 Est. Cost $50.57 Unrealized +6.1%
NUE NUCOR 0.2%
Value ($000) $304 Shares 2,310 Est. Cost $39.16 Unrealized +231.0%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $303 Shares 2,509 Est. Cost $112.22 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $291 Shares 8,500 Est. Cost $43.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $276 Shares 7,884 Est. Cost $35.99 Unrealized -16.5%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $264 Shares 760 Est. Cost $158.52 Unrealized +104.0%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $264 Shares 3,148 Est. Cost $34.57 Unrealized +110.9%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $261 Shares 3,705 Est. Cost $54.51 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $261 Shares 1,498 Est. Cost $144.80 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $254 Shares 1,606 Est. Cost $79.49 Unrealized +67.9%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $253 Shares 3,907 Est. Cost $63.22 Unrealized +2.2%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $251 Shares 3,230 Est. Cost $62.95 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $240 Shares 3,564 Est. Cost $76.65 Unrealized
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $235 Shares 7,160 Est. Cost $24.33 Unrealized +16.0%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $231 Shares 2,685 Est. Cost $49.80 Unrealized +42.2%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $224 Shares 2,209 Est. Cost $65.42 Unrealized +24.3%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $218 Shares 5,275 Est. Cost $17.40 Unrealized +123.5%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $217 Shares 1,281 Est. Cost $146.70 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $217 Shares 2,295 Est. Cost $70.80 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $206 Shares 2,632 Est. Cost $47.76 Unrealized +46.9%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $204 Shares 1,750 Est. Cost $58.95 Unrealized +80.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $196 Shares 675 Est. Cost $257.92 Unrealized +6.8%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $195 Shares 5,015 Est. Cost $41.53 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $195 Shares 805 Est. Cost $97.00 Unrealized +127.6%
TMO THERMO FISHER SCIENTIFIC, INC 0.1%
Value ($000) $194 Shares 353 Est. Cost $552.14 Unrealized -4.9%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $184 Shares 2,408 Est. Cost $60.95 Unrealized
CRM SALESFORCE, INC. 0.1%
Value ($000) $183 Shares 1,379 Est. Cost $179.44 Unrealized -19.7%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $180 Shares 3,945 Est. Cost $26.89 Unrealized +30.3%
ETN EATON CORP PLC 0.1%
Value ($000) $177 Shares 1,129 Est. Cost $129.30 Unrealized +13.6%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $169 Shares 7,011 Est. Cost $24.15 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $168 Shares 581 Est. Cost $254.47 Unrealized +19.8%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $162 Shares 1,970 Est. Cost $95.46 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $157 Shares 2,110 Est. Cost $77.81 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $154 Shares 889 Est. Cost $207.29 Unrealized -25.2%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $153 Shares 5,100 Est. Cost $15.27 Unrealized +75.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $150 Shares 3,825 Est. Cost $31.18 Unrealized +2.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $149 Shares 1,100 Est. Cost $69.32 Unrealized +75.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $145 Shares 4,200 Est. Cost $34.81 Unrealized -13.8%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $142 Shares 378 Est. Cost $105.47 Unrealized +248.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $141 Shares 1,201 Est. Cost $94.42 Unrealized +7.5%
SRE SEMPRA 0.1%
Value ($000) $137 Shares 885 Est. Cost $53.27 Unrealized +31.1%
MKC MCCORMICK & CO. 0.1%
Value ($000) $133 Shares 1,600 Est. Cost $57.49 Unrealized +30.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $130 Shares 1,956 Est. Cost $28.86 Unrealized +101.0%
TRV TRAVELERS COS INC 0.1%
Value ($000) $127 Shares 680 Est. Cost $75.37 Unrealized +124.7%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $127 Shares 10,800 Est. Cost $9.03 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $122 Shares 2,808 Est. Cost $31.82 Unrealized +15.4%
MPLX MPLX LP 0.1%
Value ($000) $122 Shares 3,700 Est. Cost $30.00 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $112 Shares 800 Est. Cost $100.10 Unrealized +27.7%
EXC EXELON CORP 0.1%
Value ($000) $112 Shares 2,580 Est. Cost $24.62 Unrealized +42.9%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $110 Shares 1,157 Est. Cost $84.20 Unrealized -3.9%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $109 Shares 5,500 Est. Cost $22.36 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $107 Shares 1,500 Est. Cost $73.33 Unrealized
KELLOGG COMPANY 0.1%
Value ($000) $105 Shares 1,467 Est. Cost $51.88 Unrealized +17.4%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.1%
Value ($000) $104 Shares 5,222 Est. Cost $15.22 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $101 Shares 712 Est. Cost $61.12 Unrealized +131.2%
YUM YUM BRANDS INC. 0.1%
Value ($000) $100 Shares 780 Est. Cost $53.12 Unrealized +114.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $95 Shares 627 Est. Cost $126.00 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $95 Shares 1,537 Est. Cost $53.06 Unrealized +11.9%
LSBDX LOOMIS SAYLES BOND FUND 0.0%
Value ($000) $92 Shares 8,084 Est. Cost $12.77 Unrealized
ETR ENTERGY CORPORATION 0.0%
Value ($000) $90 Shares 800 Est. Cost $20.57 Unrealized +137.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $88 Shares 900 Est. Cost $91.70 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $87 Shares 1,091 Est. Cost $55.82 Unrealized +26.7%
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $86 Shares 1,515 Est. Cost $70.18 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $84 Shares 5,947 Est. Cost $20.06 Unrealized -39.4%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $84 Shares 1,193 Est. Cost $100.72 Unrealized
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $84 Shares 3,810 Est. Cost $17.93 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $83 Shares 188 Est. Cost $312.70 Unrealized
TTC TORO CO 0.0%
Value ($000) $82 Shares 720 Est. Cost $85.59 Unrealized +23.8%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 630 Est. Cost $97.58 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $80 Shares 1,045 Est. Cost $64.98 Unrealized +13.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $80 Shares 1,661 Est. Cost $49.37 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $77 Shares 1,626 Est. Cost $29.79 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $74 Shares 446 Est. Cost $41.64 Unrealized +264.8%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $73 Shares 1,779 Est. Cost $39.15 Unrealized +4.3%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $51.33 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $66 Shares 521 Est. Cost $87.86 Unrealized +28.5%
BP BP P.L.C. 0.0%
Value ($000) $65 Shares 1,873 Est. Cost $35.69 Unrealized
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $65 Shares 1,100 Est. Cost $50.76 Unrealized +7.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $64 Shares 768 Est. Cost $97.47 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $64 Shares 1,357 Est. Cost $30.21 Unrealized +35.1%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $63 Shares 655 Est. Cost $98.63 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $63 Shares 237 Est. Cost $281.03 Unrealized -13.2%
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $62 Shares 430 Est. Cost $134.94 Unrealized +3.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $61 Shares 816 Est. Cost $57.38 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $60 Shares 568 Est. Cost $100.05 Unrealized +0.0%
OAKTREE SPECIALTY LENDING COCOM 0.0%
Value ($000) $59 Shares 8,634 Est. Cost $6.53 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $53 Shares 338 Est. Cost $94.51 Unrealized +47.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $52 Shares 1,130 Est. Cost $40.38 Unrealized +7.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $51 Shares 365 Est. Cost $147.95 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $58.92 Unrealized -15.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $51 Shares 330 Est. Cost $145.09 Unrealized
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $50 Shares 556 Est. Cost $77.66 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $50 Shares 365 Est. Cost $137.32 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $49 Shares 242 Est. Cost $235.45 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $49 Shares 1,500 Est. Cost $25.33 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $48 Shares 201 Est. Cost $228.93 Unrealized -1.8%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $47 Shares 660 Est. Cost $81.84 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $46 Shares 160 Est. Cost $170.70 Unrealized +66.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $46 Shares 653 Est. Cost $60.33 Unrealized -1.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 520 Est. Cost $75.06 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $45 Shares 912 Est. Cost $18.38 Unrealized +120.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $45 Shares 545 Est. Cost $90.86 Unrealized
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $44 Shares 700 Est. Cost $58.57 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $44 Shares 490 Est. Cost $70.26 Unrealized +10.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $44 Shares 114 Est. Cost $394.74 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $43 Shares 1,140 Est. Cost $44.55 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $43 Shares 189 Est. Cost $131.07 Unrealized +58.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $43 Shares 440 Est. Cost $72.88 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $42 Shares 250 Est. Cost $144.15 Unrealized +25.8%
PHM PULTEGROUP, INC 0.0%
Value ($000) $42 Shares 925 Est. Cost $40.72 Unrealized +0.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $41 Shares 250 Est. Cost $139.41 Unrealized +13.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $41 Shares 375 Est. Cost $99.26 Unrealized -1.8%
DHI D R HORTON INC 0.0%
Value ($000) $38 Shares 425 Est. Cost $75.71 Unrealized +2.6%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $37 Shares 150 Est. Cost $222.85 Unrealized -1.1%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $36 Shares 156 Est. Cost $145.99 Unrealized +45.3%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $36 Shares 800 Est. Cost $58.36 Unrealized -13.1%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $35 Shares 470 Est. Cost $69.31 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $34 Shares 450 Est. Cost $74.49 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $12.00 Unrealized +25.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $32 Shares 600 Est. Cost $33.60 Unrealized +37.2%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $32 Shares 525 Est. Cost $38.52 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $31 Shares 329 Est. Cost $41.33 Unrealized +97.6%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $31 Shares 425 Est. Cost $64.51 Unrealized +21.1%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $31 Shares 225 Est. Cost $107.37 Unrealized +19.2%
DEO DIAGEO PLC 0.0%
Value ($000) $31 Shares 172 Est. Cost $131.70 Unrealized
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $30 Shares 475 Est. Cost $68.95 Unrealized -6.6%
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $30 Shares 7,000 Est. Cost $4.51 Unrealized +6.6%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $30 Shares 120 Est. Cost $45.09 Unrealized +417.0%
ARISTA NETWORKS INC. 0.0%
Value ($000) $29 Shares 240 Est. Cost $162.99 Unrealized
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $28 Shares 420 Est. Cost $36.18 Unrealized
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $28 Shares 460 Est. Cost $21.34 Unrealized +149.1%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $28 Shares 200 Est. Cost $100.42 Unrealized +48.2%
LABORATORY CORPORATION OF AMERICAN HOLDINGS 0.0%
Value ($000) $28 Shares 120 Est. Cost $208.33 Unrealized
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $26 Shares 127 Est. Cost $39.37 Unrealized
BBY BEST BUY 0.0%
Value ($000) $26 Shares 325 Est. Cost $82.19 Unrealized -23.1%
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $26 Shares 250 Est. Cost $120.26 Unrealized -20.6%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $26 Shares 74 Est. Cost $215.02 Unrealized +55.4%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $26 Shares 860 Est. Cost $52.21 Unrealized -31.5%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $25 Shares 79 Est. Cost $249.92 Unrealized +16.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.33 Unrealized 0.0%
OKE ONEOK INC 0.0%
Value ($000) $24 Shares 363 Est. Cost $52.43 Unrealized -0.3%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $24 Shares 459 Est. Cost $61.00 Unrealized
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $23 Shares 600 Est. Cost $43.23 Unrealized +12.6%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $23 Shares 1,245 Est. Cost $18.18 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $22 Shares 81 Est. Cost $213.20 Unrealized +32.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $22 Shares 915 Est. Cost $59.99 Unrealized -60.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $22 Shares 675 Est. Cost $21.83 Unrealized +37.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $22 Shares 375 Est. Cost $59.38 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $22 Shares 1,888 Est. Cost $9.43 Unrealized +6.8%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $22 Shares 52 Est. Cost $326.96 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $22 Shares 575 Est. Cost $33.77 Unrealized -0.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $22 Shares 156 Est. Cost $81.43 Unrealized -1.4%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $21 Shares 1,900 Est. Cost $10.64 Unrealized
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $21 Shares 300 Est. Cost $63.94 Unrealized -9.2%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $21 Shares 385 Est. Cost $51.95 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $21 Shares 80 Est. Cost $272.75 Unrealized -5.2%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $20 Shares 100 Est. Cost $301.86 Unrealized -29.2%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $20 Shares 410 Est. Cost $51.22 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $20 Shares 165 Est. Cost $115.58 Unrealized -1.0%
DVA DAVITA INC. 0.0%
Value ($000) $19 Shares 260 Est. Cost $83.84 Unrealized -7.4%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $19 Shares 1,067 Est. Cost $17.88 Unrealized -4.6%
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $19 Shares 607 Est. Cost $52.72 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $19 Shares 270 Est. Cost $66.82 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $19 Shares 105 Est. Cost $188.09 Unrealized -8.5%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $76.28 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $18 Shares 250 Est. Cost $6.80 Unrealized +170.2%
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $18 Shares 670 Est. Cost $26.12 Unrealized
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $18 Shares 355 Est. Cost $64.52 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 565 Est. Cost $39.58 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $17 Shares 88 Est. Cost $66.66 Unrealized +167.0%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $17 Shares 235 Est. Cost $76.05 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $17 Shares 1,370 Est. Cost $12.41 Unrealized +28.3%
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $17 Shares 80 Est. Cost $214.55 Unrealized -1.6%
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $16 Shares 3,472 Est. Cost $5.18 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $16 Shares 30 Est. Cost $366.67 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $16 Shares 208 Est. Cost $77.27 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $94.86 Unrealized +135.8%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $16 Shares 465 Est. Cost $32.78 Unrealized +2.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $41.00 Unrealized -18.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $15 Shares 18 Est. Cost $1237.15 Unrealized -28.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 480 Est. Cost $12.03 Unrealized +142.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $15 Shares 455 Est. Cost $42.29 Unrealized -23.8%
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $15 Shares 360 Est. Cost $37.54 Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $28.98 Unrealized -52.7%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $14 Shares 76 Est. Cost $182.83 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGYETF 0.0%
Value ($000) $14 Shares 105 Est. Cost $133.33 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $148.20 Unrealized -3.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $57.14 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.33 Unrealized -10.0%
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $13 Shares 10 Est. Cost $901.87 Unrealized +37.2%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $13 Shares 875 Est. Cost $10.95 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -62.8%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $11.95 Unrealized
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $13 Shares 105 Est. Cost $89.43 Unrealized +18.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $255.73 Unrealized +28.6%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $13 Shares 100 Est. Cost $45.89 Unrealized +159.8%
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $12 Shares 506 Est. Cost $27.67 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $12 Shares 115 Est. Cost $79.99 Unrealized +35.4%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $12 Shares 285 Est. Cost $72.25 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $12 Shares 280 Est. Cost $54.04 Unrealized -21.2%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $130.80 Unrealized
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $12 Shares 440 Est. Cost $43.34 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $11 Shares 265 Est. Cost $47.38 Unrealized -4.2%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $11 Shares 225 Est. Cost $120.93 Unrealized -66.2%
LFUS LITTELFUSE INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $92.47 Unrealized +141.3%
ECL ECOLAB INC. 0.0%
Value ($000) $11 Shares 75 Est. Cost $179.54 Unrealized -21.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $11 Shares 906 Est. Cost $7.48 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $3.44 Unrealized -47.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 262 Est. Cost $72.52 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $10 Shares 361 Est. Cost $33.24 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL AMT- FREE BD ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
GPC GENUINE PARTS 0.0%
Value ($000) $10 Shares 60 Est. Cost $137.41 Unrealized +15.8%
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 -59.6%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $10 Shares 700 Est. Cost $13.29 Unrealized -5.4%
VMWARE INC 0.0%
Value ($000) $10 Shares 79 Est. Cost $72.22 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $10 Shares 65 Est. Cost $90.98 Unrealized +64.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $10 Shares 205 Est. Cost $48.78 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $9 Shares 155 Est. Cost $22.69 Unrealized +129.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.69 Unrealized +6.6%
KEY KEYCORP NEW COM 0.0%
Value ($000) $9 Shares 542 Est. Cost $6.48 Unrealized +128.2%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $9 Shares 239 Est. Cost $36.36 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -12.9%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.07 Unrealized +41.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $52.89 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $9 Shares 280 Est. Cost $67.20 Unrealized -41.3%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $9 Shares 15 Est. Cost $167.00 Unrealized +215.1%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $9 Shares 900 Est. Cost $14.62 Unrealized -28.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 207 Est. Cost $22.94 Unrealized +69.9%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.85 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $9 Shares 664 Est. Cost $27.33 Unrealized -42.6%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $8 Shares 470 Est. Cost $14.77 Unrealized +2.8%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $8 Shares 625 Est. Cost $20.48 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 90 Est. Cost $59.79 Unrealized +55.7%
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $8 Shares 380 Est. Cost $26.57 Unrealized -24.1%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.38 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $8 Shares 320 Est. Cost $28.01 Unrealized -14.8%
COUPA SOFTWARE INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $310.00 Unrealized
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $8 Shares 270 Est. Cost $209.45 Unrealized -85.0%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $8 Shares 66 Est. Cost $112.47 Unrealized -16.9%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $8 Shares 327 Est. Cost $203.34 Unrealized -86.7%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $8 Shares 855 Est. Cost $12.27 Unrealized -18.8%
CORECARD CORPORATION 0.0%
Value ($000) $8 Shares 265 Est. Cost $32.82 Unrealized
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $7 Shares 880 Est. Cost $11.57 Unrealized -18.1%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.43 Unrealized +54.9%
FROG JFROG LTD 0.0%
Value ($000) $7 Shares 345 Est. Cost $28.97 Unrealized -21.6%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.97 Unrealized -5.9%
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $7 Shares 315 Est. Cost $44.44 Unrealized
OUTSET MEDICAL INC. 0.0%
Value ($000) $7 Shares 280 Est. Cost $46.05 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $7 Shares 550 Est. Cost $10.26 Unrealized +16.9%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $7 Shares 240 Est. Cost $53.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 122 Est. Cost $68.65 Unrealized -18.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $60.29 Unrealized +10.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $297.04 Unrealized +8.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 50 Est. Cost $120.00 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $7 Shares 330 Est. Cost $26.44 Unrealized -17.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +28.6%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $6 Shares 589 Est. Cost $20.49 Unrealized -33.5%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $6 Shares 100 Est. Cost $37.68 Unrealized +26.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $120.29 Unrealized +160.2%
CHGG CHEGG INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $79.46 Unrealized -68.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 74 Est. Cost $135.14 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $6 Shares 150 Est. Cost $41.55 Unrealized -8.2%
NTAP NETAPP, INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $26.74 Unrealized +130.4%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $6 Shares 1,565 Est. Cost $6.55 Unrealized -32.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $97.66 Unrealized +20.6%
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 675 Est. Cost $16.40 Unrealized -51.1%
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
BCE BCE INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $37.64 Unrealized -5.9%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $250.00 Unrealized
TWLO TWILIO INC. - A 0.0%
Value ($000) $6 Shares 113 Est. Cost $152.36 Unrealized -62.6%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $6 Shares 300 Est. Cost $35.89 Unrealized
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.56 Unrealized +10.0%
CFG CITIZENS FINANCIAL GROUP INC. COMMON STOCK 0.0%
Value ($000) $5 Shares 137 Est. Cost $31.80 Unrealized +6.7%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $5 Shares 615 Est. Cost $18.38 Unrealized -45.5%
BEEM BEAM GLOBAL COMMON STOCK 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.59 Unrealized +2.6%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $5 Shares 340 Est. Cost $37.50 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.18 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $5 Shares 955 Est. Cost $11.44 Unrealized -47.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +61.7%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $74.27 Unrealized +12.6%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +37.8%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $5 Shares 880 Est. Cost $9.45 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +148.4%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 135 Est. Cost $59.75 Unrealized -49.8%
SPLUNK INC. 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $4 Shares 505 Est. Cost $15.68 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $4 Shares 510 Est. Cost $65.48 Unrealized -85.3%
FRPT FRESHPET INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.26 Unrealized +11.7%
JD JD.COM INC.-ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.45 Unrealized
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized -8.7%
CME CME GROUP INC. 0.0%
Value ($000) $4 Shares 23 Est. Cost $129.10 Unrealized +16.9%
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $214.25 Unrealized -75.6%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +31.6%
NEW RELIC INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $105.33 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.65 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.20 Unrealized +20.8%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $4 Shares 15 Est. Cost $218.90 Unrealized +7.2%
W WAYFAIR INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $265.47 Unrealized -86.9%
WT WISDOMTREE INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $10.87 Unrealized -52.1%
APTIV PLC 0.0%
Value ($000) $3 Shares 35 Est. Cost $142.86 Unrealized
ZUORA INC 0.0%
Value ($000) $3 Shares 494 Est. Cost $14.17 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $55.44 Unrealized -17.5%
BAND BANDWIDTH INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $148.05 Unrealized -87.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +74.1%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,739 Est. Cost $1.69 Unrealized
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +7.6%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $3 Shares 925 Est. Cost $10.31 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $194.31 Unrealized -26.8%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.86 Unrealized +5.7%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC. 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.24 Unrealized +11.2%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 355 Est. Cost $8.45 Unrealized
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $3 Shares 161 Est. Cost $12.42 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $3 Shares 310 Est. Cost $27.58 Unrealized -68.2%
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
STT STATE STREET CORP. COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $57.49 Unrealized +14.9%
NVAX NOVAVAX INC 0.0%
Value ($000) $2 Shares 231 Est. Cost $106.29 Unrealized -83.4%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +36.1%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $2 Shares 450 Est. Cost $4.20 Unrealized +30.8%
VFC VF CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $43.14 Unrealized -31.9%
PLD PROLOGIS, INC. 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.19 Unrealized 0.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.90 Unrealized -0.4%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +16.9%
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.18 Unrealized
GT THE GOODYEAR TIRE & RUBBER COMPANY-COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.71 Unrealized -14.1%
WSO WATSCO INC. COMMON STOCK 0.0%
Value ($000) $2 Shares 8 Est. Cost $270.99 Unrealized -3.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $197.24 Unrealized -90.2%
MLKN MILLERKNOLL INC. 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.83 Unrealized -40.1%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +24.0%
LEG LEGGETT & PLATT 0.0%
Value ($000) $2 Shares 55 Est. Cost $38.00 Unrealized -11.4%
CIEN CIENA CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $65.45 Unrealized -30.9%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 30 Est. Cost $91.53 Unrealized -42.3%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $1 Shares 71 Est. Cost $34.48 Unrealized
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +21.3%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized -61.2%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
AFL AFLAC INC. 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.51 Unrealized +81.1%
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 20 Est. Cost $62.55 Unrealized -23.9%
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $1 Shares 230 Est. Cost $23.31 Unrealized -79.7%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.44 Unrealized +18.7%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -4.4%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized -39.9%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +11.2%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized -11.0%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -89.7%
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.35 Unrealized -34.8%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.02 Unrealized
CVE CENOVUS ENERGY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.22 Unrealized +319.0%
VYX NCR CORPORATION 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.37 Unrealized -47.6%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -23.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -63.6%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.18 Unrealized +33.7%
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +7.3%
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.76 Unrealized -47.7%