ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value ($000): $213,988 (100.0% shares, 0.0% debt)

Holdings (461)

SPY SPDR S & P 500 ETF TRUST 10.9%
Value ($000) $23,235 Shares 50,755 Est. Cost $222.50 Unrealized
AAPL APPLE INC 7.0%
Value ($000) $14,978 Shares 76,242 Est. Cost $88.09 Unrealized +95.3%
MSFT MICROSOFT CORP 3.9%
Value ($000) $8,418 Shares 25,061 Est. Cost $39.98 Unrealized +668.4%
NVDA NVIDIA CORP. 3.0%
Value ($000) $6,362 Shares 13,615 Est. Cost $17.42 Unrealized +90.5%
TIP ISHARES TIPS BOND ETF 2.6%
Value ($000) $5,580 Shares 52,073 Est. Cost $113.23 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $5,449 Shares 10,935 Est. Cost $227.04 Unrealized
AMZN AMAZON. COM, INC 2.4%
Value ($000) $5,127 Shares 38,350 Est. Cost $121.13 Unrealized -5.7%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $4,926 Shares 31,519 Est. Cost $63.29 Unrealized +123.3%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $4,440 Shares 26,502 Est. Cost $71.70 Unrealized +107.6%
PEP PEPSICO INC 2.0%
Value ($000) $4,175 Shares 22,270 Est. Cost $61.35 Unrealized +178.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $3,880 Shares 36,901 Est. Cost $81.13 Unrealized
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,718 Shares 23,537 Est. Cost $68.00 Unrealized +90.7%
MCD MCDONALDS CORP 1.7%
Value ($000) $3,593 Shares 12,254 Est. Cost $88.67 Unrealized +208.0%
HD HOME DEPOT INC 1.6%
Value ($000) $3,479 Shares 10,422 Est. Cost $102.51 Unrealized +169.6%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.6%
Value ($000) $3,458 Shares 35,399 Est. Cost $115.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.6%
Value ($000) $3,443 Shares 9,782 Est. Cost $170.34 Unrealized +91.6%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $2,700 Shares 6,050 Est. Cost $178.54 Unrealized +141.7%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,589 Shares 24,140 Est. Cost $57.90 Unrealized +72.1%
CVX CHEVRON CORPORATION 1.2%
Value ($000) $2,568 Shares 15,690 Est. Cost $82.31 Unrealized +74.0%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,483 Shares 9,364 Est. Cost $87.92 Unrealized +143.1%
ABBV ABBVIE INC. 1.1%
Value ($000) $2,385 Shares 15,946 Est. Cost $55.55 Unrealized +140.7%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,185 Shares 29,809 Est. Cost $53.96 Unrealized +29.7%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,178 Shares 4,791 Est. Cost $89.08 Unrealized +361.9%
PFE PFIZER INC 0.9%
Value ($000) $2,029 Shares 56,268 Est. Cost $29.75 Unrealized +11.7%
KO COCA COLA CO 0.9%
Value ($000) $1,983 Shares 32,023 Est. Cost $34.43 Unrealized +66.6%
INTC INTEL CORP 0.9%
Value ($000) $1,929 Shares 53,931 Est. Cost $22.42 Unrealized +37.0%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $1,844 Shares 29,651 Est. Cost $35.11 Unrealized +67.9%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,801 Shares 10,996 Est. Cost $40.96 Unrealized +287.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $1,797 Shares 6,315 Est. Cost $200.49 Unrealized
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $1,775 Shares 34,106 Est. Cost $26.11 Unrealized +74.3%
META META PLATFORMS INC 0.8%
Value ($000) $1,731 Shares 5,432 Est. Cost $150.96 Unrealized +62.3%
VTHR ETF VANGUARD RUSSELL 3000 0.7%
Value ($000) $1,594 Shares 7,783 Est. Cost $108.26 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,524 Shares 44,743 Est. Cost $32.34 Unrealized -3.5%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,416 Shares 10,711 Est. Cost $63.21 Unrealized +71.4%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,368 Shares 6,000 Est. Cost $154.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,345 Shares 2,657 Est. Cost $262.36 Unrealized +77.2%
AMAT APPLIED MATL INC 0.6%
Value ($000) $1,314 Shares 8,666 Est. Cost $84.59 Unrealized +44.5%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,301 Shares 4,450 Est. Cost $217.36 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $1,278 Shares 17,673 Est. Cost $37.11 Unrealized +76.0%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,263 Shares 5,314 Est. Cost $147.46 Unrealized +52.2%
WMT WALMART INC 0.6%
Value ($000) $1,246 Shares 7,797 Est. Cost $27.94 Unrealized +75.2%
SYK STRYKER CORP 0.6%
Value ($000) $1,231 Shares 4,342 Est. Cost $111.83 Unrealized +151.6%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,230 Shares 11,536 Est. Cost $49.83 Unrealized +109.7%
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,202 Shares 5,610 Est. Cost $76.55 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $1,199 Shares 13,488 Est. Cost $71.77 Unrealized +29.0%
DHR DANAHER CORP 0.6%
Value ($000) $1,185 Shares 4,648 Est. Cost $108.85 Unrealized +91.8%
PSX PHILLIPS 66 0.6%
Value ($000) $1,183 Shares 10,604 Est. Cost $61.04 Unrealized +45.1%
CL COLGATE PALMOLIVE 0.6%
Value ($000) $1,179 Shares 15,459 Est. Cost $52.05 Unrealized +40.1%
BLACKROCK INC 0.5%
Value ($000) $1,143 Shares 1,547 Est. Cost $557.04 Unrealized
MET METLIFE INC 0.5%
Value ($000) $1,077 Shares 17,099 Est. Cost $40.06 Unrealized +27.8%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,072 Shares 4,010 Est. Cost $239.67 Unrealized -16.6%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $1,059 Shares 4,284 Est. Cost $46.36 Unrealized +338.4%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $1,042 Shares 5,844 Est. Cost $52.88 Unrealized
ACN ACCENTURE PLC 0.5%
Value ($000) $1,025 Shares 3,239 Est. Cost $104.35 Unrealized +168.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $1,013 Shares 4,434 Est. Cost $133.53 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $994 Shares 8,925 Est. Cost $54.77 Unrealized +85.2%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $988 Shares 8,429 Est. Cost $53.17 Unrealized +88.8%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $953 Shares 1,699 Est. Cost $184.00 Unrealized +164.8%
CSX CSX CORPORATION 0.4%
Value ($000) $933 Shares 28,015 Est. Cost $24.43 Unrealized +24.6%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $931 Shares 6,460 Est. Cost $113.58 Unrealized +3.9%
CVS CVS HEALTH CORP 0.4%
Value ($000) $891 Shares 11,930 Est. Cost $54.95 Unrealized +17.0%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $864 Shares 11,610 Est. Cost $69.48 Unrealized
NKE NIKE, INC 0.4%
Value ($000) $800 Shares 7,250 Est. Cost $75.07 Unrealized +48.3%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $770 Shares 3,968 Est. Cost $152.81 Unrealized +14.9%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $752 Shares 3,209 Est. Cost $72.76 Unrealized +171.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $747 Shares 6,530 Est. Cost $93.09 Unrealized +11.7%
TGT TARGET CORP 0.3%
Value ($000) $733 Shares 5,368 Est. Cost $77.70 Unrealized +73.7%
AMT AMERICAN TOWER CORPORATION 0.3%
Value ($000) $717 Shares 3,766 Est. Cost $117.17 Unrealized +52.0%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $715 Shares 2,624 Est. Cost $239.77 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $708 Shares 3,167 Est. Cost $143.09 Unrealized +43.0%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $693 Shares 5,374 Est. Cost $69.16 Unrealized +55.0%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.3%
Value ($000) $685 Shares 7,008 Est. Cost $117.01 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $657 Shares 20,539 Est. Cost $26.46 Unrealized +0.6%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $636 Shares 1,480 Est. Cost $162.10 Unrealized +126.9%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $630 Shares 2,690 Est. Cost $172.10 Unrealized +24.1%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $628 Shares 13,191 Est. Cost $43.96 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $597 Shares 6,540 Est. Cost $49.57 Unrealized +61.6%
ADBE ADOBE INC 0.3%
Value ($000) $588 Shares 1,076 Est. Cost $336.43 Unrealized +19.7%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $587 Shares 3,591 Est. Cost $151.00 Unrealized
BA BOEING 0.3%
Value ($000) $579 Shares 2,424 Est. Cost $140.44 Unrealized +47.9%
T AT&T INC. 0.3%
Value ($000) $561 Shares 38,607 Est. Cost $13.25 Unrealized +11.6%
XBI ETF SPDR S&P BIOTECH 0.3%
Value ($000) $553 Shares 6,555 Est. Cost $93.05 Unrealized
DOW DOW INC. 0.3%
Value ($000) $549 Shares 9,725 Est. Cost $43.04 Unrealized +5.1%
MS MORGAN STANLEY 0.2%
Value ($000) $523 Shares 5,709 Est. Cost $59.85 Unrealized +30.9%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $499 Shares 5,334 Est. Cost $81.70 Unrealized +4.2%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $482 Shares 2,576 Est. Cost $97.73 Unrealized +58.1%
MMM 3M CO COM 0.2%
Value ($000) $472 Shares 4,237 Est. Cost $87.03 Unrealized -10.9%
NFLX NETFLIX INC 0.2%
Value ($000) $450 Shares 1,025 Est. Cost $36.36 Unrealized +1.3%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.2%
Value ($000) $441 Shares 21,788 Est. Cost $20.22 Unrealized
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $426 Shares 5,881 Est. Cost $84.04 Unrealized
D DOMINION ENERGY, INC. 0.2%
Value ($000) $419 Shares 7,833 Est. Cost $50.57 Unrealized -5.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $418 Shares 1,647 Est. Cost $265.31 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.2%
Value ($000) $409 Shares 20,349 Est. Cost $27.70 Unrealized -33.0%
GLW CORNING INC 0.2%
Value ($000) $407 Shares 12,010 Est. Cost $18.03 Unrealized +69.7%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $405 Shares 2,400 Est. Cost $91.83 Unrealized +70.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $403 Shares 11,405 Est. Cost $31.70 Unrealized
NUE NUCOR 0.2%
Value ($000) $398 Shares 2,310 Est. Cost $39.16 Unrealized +258.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $396 Shares 1,706 Est. Cost $174.55 Unrealized +7.1%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $395 Shares 4,097 Est. Cost $75.24 Unrealized -2.3%
C CITIGROUP INC. 0.2%
Value ($000) $376 Shares 7,884 Est. Cost $50.99 Unrealized -16.2%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $368 Shares 8,143 Est. Cost $35.93 Unrealized +2.0%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $364 Shares 3,581 Est. Cost $38.49 Unrealized +152.7%
ITW ILLINOIS TOOL WORKS INC. 0.2%
Value ($000) $355 Shares 1,347 Est. Cost $124.84 Unrealized +75.9%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $353 Shares 1,157 Est. Cost $235.44 Unrealized +12.7%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $349 Shares 2,755 Est. Cost $103.32 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $346 Shares 1,243 Est. Cost $128.28 Unrealized +88.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $346 Shares 2,937 Est. Cost $51.37 Unrealized +83.9%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $341 Shares 460 Est. Cost $525.27 Unrealized +46.0%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.2%
Value ($000) $330 Shares 8,514 Est. Cost $43.06 Unrealized
KMB KIMBERLY CLARK 0.2%
Value ($000) $329 Shares 2,547 Est. Cost $81.39 Unrealized +54.5%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $327 Shares 735 Est. Cost $281.73 Unrealized +54.0%
CRM SALESFORCE, INC. 0.2%
Value ($000) $324 Shares 1,441 Est. Cost $180.01 Unrealized +12.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $308 Shares 2,295 Est. Cost $70.80 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $305 Shares 773 Est. Cost $162.08 Unrealized +128.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $298 Shares 1,498 Est. Cost $144.80 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $296 Shares 2,509 Est. Cost $112.22 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $289 Shares 4,853 Est. Cost $17.40 Unrealized +144.4%
WMB THE WILLIAMS CO. INC. 0.1%
Value ($000) $288 Shares 8,348 Est. Cost $24.71 Unrealized +8.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $270 Shares 3,555 Est. Cost $76.65 Unrealized
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $253 Shares 3,843 Est. Cost $63.22 Unrealized -4.8%
FDX FEDEX CORPORATION 0.1%
Value ($000) $253 Shares 938 Est. Cost $207.88 Unrealized +3.9%
TMO THERMO FISHER SCIENTIFIC, INC 0.1%
Value ($000) $249 Shares 454 Est. Cost $548.38 Unrealized -2.4%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $247 Shares 2,880 Est. Cost $62.95 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $245 Shares 1,341 Est. Cost $148.59 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $244 Shares 2,687 Est. Cost $48.74 Unrealized +65.5%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $242 Shares 1,606 Est. Cost $79.49 Unrealized +74.3%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $227 Shares 2,447 Est. Cost $60.95 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $226 Shares 2,267 Est. Cost $68.54 Unrealized +23.3%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $223 Shares 545 Est. Cost $257.92 Unrealized +27.3%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $223 Shares 2,989 Est. Cost $34.57 Unrealized +124.1%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $216 Shares 5,015 Est. Cost $41.53 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $209 Shares 3,121 Est. Cost $54.51 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $207 Shares 795 Est. Cost $97.00 Unrealized +119.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $203 Shares 1,221 Est. Cost $144.76 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $202 Shares 2,655 Est. Cost $49.80 Unrealized +45.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $196 Shares 557 Est. Cost $254.47 Unrealized +32.4%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $194 Shares 1,994 Est. Cost $95.37 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $186 Shares 905 Est. Cost $129.30 Unrealized +31.7%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $186 Shares 7,011 Est. Cost $24.15 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $171 Shares 3,764 Est. Cost $27.42 Unrealized +33.4%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $169 Shares 1,270 Est. Cost $58.95 Unrealized +86.5%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $162 Shares 2,999 Est. Cost $50.34 Unrealized -9.7%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $161 Shares 10,800 Est. Cost $9.03 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $158 Shares 2,130 Est. Cost $31.50 Unrealized +117.6%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $153 Shares 5,100 Est. Cost $15.27 Unrealized +80.5%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $152 Shares 378 Est. Cost $105.47 Unrealized +259.9%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $151 Shares 4,200 Est. Cost $34.81 Unrealized -16.4%
DTE DTE ENERGY CO 0.1%
Value ($000) $151 Shares 1,325 Est. Cost $95.05 Unrealized +6.7%
MKC MCCORMICK & CO. 0.1%
Value ($000) $143 Shares 1,600 Est. Cost $57.49 Unrealized +44.0%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $132 Shares 655 Est. Cost $61.12 Unrealized +184.6%
MPLX MPLX LP 0.1%
Value ($000) $131 Shares 3,700 Est. Cost $30.00 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $125 Shares 2,997 Est. Cost $26.40 Unrealized +41.9%
TRV TRAVELERS COS INC 0.1%
Value ($000) $117 Shares 680 Est. Cost $75.37 Unrealized +122.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $116 Shares 1,689 Est. Cost $49.51 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $113 Shares 5,500 Est. Cost $22.36 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $111 Shares 640 Est. Cost $98.39 Unrealized
YUM YUM BRANDS INC. 0.1%
Value ($000) $107 Shares 780 Est. Cost $53.12 Unrealized +142.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $105 Shares 2,859 Est. Cost $31.18 Unrealized +2.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $102 Shares 2,568 Est. Cost $31.82 Unrealized -10.7%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $102 Shares 2,976 Est. Cost $33.93 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $73.33 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $98 Shares 890 Est. Cost $91.70 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $97 Shares 5,947 Est. Cost $20.06 Unrealized -12.7%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $97 Shares 606 Est. Cost $205.90 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $97 Shares 5,311 Est. Cost $15.42 Unrealized
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $96 Shares 1,193 Est. Cost $100.72 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $95 Shares 625 Est. Cost $100.10 Unrealized +47.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $94 Shares 1,091 Est. Cost $55.82 Unrealized +36.4%
HUBS HUBSPOT INC. 0.0%
Value ($000) $93 Shares 160 Est. Cost $170.70 Unrealized +174.5%
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) $88 Shares 859 Est. Cost $22.40 Unrealized +110.5%
SRE SEMPRA 0.0%
Value ($000) $87 Shares 585 Est. Cost $53.27 Unrealized +29.1%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $86 Shares 3,810 Est. Cost $17.93 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $86 Shares 430 Est. Cost $134.94 Unrealized +29.1%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $86 Shares 580 Est. Cost $98.63 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $85 Shares 1,267 Est. Cost $51.88 Unrealized +12.4%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $82 Shares 1,779 Est. Cost $39.15 Unrealized -3.8%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $82 Shares 164 Est. Cost $312.70 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $81 Shares 1,035 Est. Cost $71.08 Unrealized +11.8%
PHM PULTEGROUP, INC 0.0%
Value ($000) $78 Shares 925 Est. Cost $40.72 Unrealized +63.1%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $78 Shares 1,428 Est. Cost $29.79 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $74 Shares 768 Est. Cost $97.47 Unrealized
GWW W.W. GRAINGER 0.0%
Value ($000) $74 Shares 100 Est. Cost $621.54 Unrealized +8.3%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $73 Shares 800 Est. Cost $58.36 Unrealized +15.9%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $72 Shares 852 Est. Cost $84.20 Unrealized -5.1%
SYY SYSCO CORPORATION 0.0%
Value ($000) $72 Shares 945 Est. Cost $64.98 Unrealized +5.5%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $72 Shares 999 Est. Cost $56.77 Unrealized
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $69 Shares 1,100 Est. Cost $50.76 Unrealized +17.9%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $51.33 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $69 Shares 500 Est. Cost $87.86 Unrealized +51.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $68 Shares 600 Est. Cost $69.32 Unrealized +54.0%
BP BP P.L.C. 0.0%
Value ($000) $67 Shares 1,798 Est. Cost $35.69 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $65 Shares 961 Est. Cost $70.18 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 837 Est. Cost $57.81 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $62 Shares 490 Est. Cost $70.26 Unrealized +49.7%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $60 Shares 690 Est. Cost $81.67 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $59 Shares 502 Est. Cost $100.05 Unrealized +5.5%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $56 Shares 1,312 Est. Cost $30.21 Unrealized +40.3%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $56 Shares 201 Est. Cost $228.93 Unrealized +0.5%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $25.33 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $55 Shares 304 Est. Cost $41.64 Unrealized +282.0%
DHI D R HORTON INC 0.0%
Value ($000) $54 Shares 425 Est. Cost $75.71 Unrealized +40.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $54 Shares 365 Est. Cost $147.95 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $53 Shares 162 Est. Cost $281.03 Unrealized +7.7%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $52 Shares 114 Est. Cost $394.74 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $52 Shares 997 Est. Cost $40.38 Unrealized +29.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $51 Shares 450 Est. Cost $74.49 Unrealized
ISHARES IBONDS DEC 2024 CORP EFT 0.0%
Value ($000) $50 Shares 2,030 Est. Cost $24.66 Unrealized
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $50 Shares 425 Est. Cost $64.51 Unrealized +29.6%
F FORD MOTOR CO DEL 0.0%
Value ($000) $49 Shares 3,716 Est. Cost $10.21 Unrealized +4.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $48 Shares 1,140 Est. Cost $44.55 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $46 Shares 250 Est. Cost $139.41 Unrealized +48.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $46 Shares 440 Est. Cost $72.88 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $46 Shares 338 Est. Cost $94.51 Unrealized +16.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $46 Shares 375 Est. Cost $99.26 Unrealized -2.9%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $46 Shares 513 Est. Cost $38.52 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 520 Est. Cost $75.06 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $58.92 Unrealized -30.8%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $44 Shares 260 Est. Cost $137.32 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $43 Shares 250 Est. Cost $144.15 Unrealized +11.2%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $43 Shares 460 Est. Cost $21.34 Unrealized +258.8%
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $41 Shares 649 Est. Cost $58.57 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $12.00 Unrealized +48.5%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $41 Shares 912 Est. Cost $18.38 Unrealized +147.1%
SNA SNAP-ON INC 0.0%
Value ($000) $41 Shares 149 Est. Cost $131.07 Unrealized +84.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $40 Shares 871 Est. Cost $37.94 Unrealized +5.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $39 Shares 670 Est. Cost $34.74 Unrealized +28.1%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $37 Shares 52 Est. Cost $326.96 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $37 Shares 88 Est. Cost $66.66 Unrealized +337.5%
ARISTA NETWORKS INC. 0.0%
Value ($000) $37 Shares 240 Est. Cost $162.99 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $37 Shares 592 Est. Cost $60.33 Unrealized +0.7%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $35 Shares 150 Est. Cost $222.85 Unrealized -10.1%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $35 Shares 1,260 Est. Cost $27.75 Unrealized
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $33 Shares 860 Est. Cost $52.21 Unrealized -33.2%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $33 Shares 225 Est. Cost $107.37 Unrealized +12.7%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $33 Shares 127 Est. Cost $39.37 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $31 Shares 2,900 Est. Cost $11.04 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $31 Shares 329 Est. Cost $41.33 Unrealized +111.2%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $31 Shares 200 Est. Cost $100.42 Unrealized +46.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 350 Est. Cost $90.86 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $30 Shares 128 Est. Cost $145.99 Unrealized +66.7%
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $29 Shares 1,440 Est. Cost $20.40 Unrealized
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $29 Shares 250 Est. Cost $120.26 Unrealized -12.9%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $24.33 Unrealized -6.3%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $28 Shares 79 Est. Cost $249.92 Unrealized +18.6%
BBY BEST BUY 0.0%
Value ($000) $27 Shares 325 Est. Cost $82.19 Unrealized -20.2%
DVA DAVITA INC. 0.0%
Value ($000) $27 Shares 260 Est. Cost $83.84 Unrealized +10.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $27 Shares 915 Est. Cost $59.99 Unrealized -58.5%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $25 Shares 570 Est. Cost $33.77 Unrealized +8.9%
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $25 Shares 7,000 Est. Cost $4.51 Unrealized -14.6%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $25 Shares 80 Est. Cost $272.75 Unrealized +2.8%
OKE ONEOK INC 0.0%
Value ($000) $24 Shares 363 Est. Cost $52.43 Unrealized +3.3%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $24 Shares 230 Est. Cost $77.66 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $24 Shares 105 Est. Cost $188.09 Unrealized +9.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $24 Shares 96 Est. Cost $81.43 Unrealized +27.8%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $69.31 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $24 Shares 134 Est. Cost $131.70 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $23 Shares 385 Est. Cost $51.95 Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $28.98 Unrealized -34.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $22 Shares 18 Est. Cost $1237.15 Unrealized +1.7%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $22 Shares 225 Est. Cost $120.93 Unrealized -35.5%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $22 Shares 250 Est. Cost $6.80 Unrealized +186.1%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $43.23 Unrealized -4.4%
BIIB BIOGEN INC 0.0%
Value ($000) $22 Shares 80 Est. Cost $213.20 Unrealized +39.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $21 Shares 30 Est. Cost $366.67 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $21 Shares 1,067 Est. Cost $17.88 Unrealized +6.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $21 Shares 455 Est. Cost $42.29 Unrealized -15.1%
PLUG PLUG POWER INC. 0.0%
Value ($000) $20 Shares 1,510 Est. Cost $12.27 Unrealized -25.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $20 Shares 675 Est. Cost $21.83 Unrealized +5.9%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $19 Shares 208 Est. Cost $77.27 Unrealized
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $19 Shares 670 Est. Cost $26.12 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $76.28 Unrealized -6.4%
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $18 Shares 1,550 Est. Cost $11.78 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $18 Shares 265 Est. Cost $47.38 Unrealized +17.8%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 565 Est. Cost $39.58 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $41.00 Unrealized -5.4%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $18 Shares 70 Est. Cost $94.86 Unrealized +135.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $18 Shares 115 Est. Cost $79.99 Unrealized +63.5%
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $17 Shares 320 Est. Cost $51.43 Unrealized
ISHARES IBONDS DEC 2023 TERM CORP ETF 0.0%
Value ($000) $17 Shares 676 Est. Cost $25.31 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $17 Shares 165 Est. Cost $115.58 Unrealized -18.4%
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $17 Shares 317 Est. Cost $64.52 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $17 Shares 1,245 Est. Cost $18.18 Unrealized
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $16 Shares 875 Est. Cost $10.95 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $16 Shares 615 Est. Cost $18.38 Unrealized -2.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $16 Shares 360 Est. Cost $37.54 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.64 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $92.47 Unrealized +183.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $255.73 Unrealized +44.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $15 Shares 480 Est. Cost $12.03 Unrealized +125.5%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $15 Shares 275 Est. Cost $68.95 Unrealized -22.9%
SONY SONY GROUP CORP 0.0%
Value ($000) $15 Shares 155 Est. Cost $57.14 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $15 Shares 170 Est. Cost $66.82 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $14 Shares 10 Est. Cost $901.87 Unrealized +48.7%
APPN APPIAN CORPORATION 0.0%
Value ($000) $14 Shares 280 Est. Cost $67.20 Unrealized -37.3%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $60.00 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $14 Shares 100 Est. Cost $45.89 Unrealized +189.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $14 Shares 104 Est. Cost $101.51 Unrealized +2.9%
ECL ECOLAB INC. 0.0%
Value ($000) $14 Shares 75 Est. Cost $179.54 Unrealized -6.8%
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $13 Shares 440 Est. Cost $43.34 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $13 Shares 275 Est. Cost $59.38 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $11.95 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $13 Shares 65 Est. Cost $90.98 Unrealized +85.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -59.6%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $13 Shares 15 Est. Cost $167.00 Unrealized +349.0%
VMWARE INC 0.0%
Value ($000) $12 Shares 79 Est. Cost $72.22 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $12 Shares 506 Est. Cost $27.67 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $12 Shares 210 Est. Cost $72.25 Unrealized
CHICO'S FASHION INC 0.0%
Value ($000) $12 Shares 2,025 Est. Cost $5.15 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $12 Shares 90 Est. Cost $136.33 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $12 Shares 361 Est. Cost $33.24 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $72.52 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $12 Shares 128 Est. Cost $200.08 Unrealized -58.9%
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.94 Unrealized -12.7%
ISHARES IBONDS DEC 2025 CORP-EFT 0.0%
Value ($000) $12 Shares 490 Est. Cost $24.47 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.81 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $12 Shares 80 Est. Cost $145.09 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $12 Shares 92 Est. Cost $104.30 Unrealized -3.1%
ZTS ZOETIS INC 0.0%
Value ($000) $11 Shares 60 Est. Cost $148.20 Unrealized +13.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $60.47 Unrealized -5.3%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 205 Est. Cost $48.78 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $11 Shares 549 Est. Cost $27.33 Unrealized -41.8%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $30.00 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $11 Shares 51 Est. Cost $182.83 Unrealized
FROG JFROG LTD 0.0%
Value ($000) $11 Shares 345 Est. Cost $28.97 Unrealized -21.1%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $11 Shares 107 Est. Cost $99.15 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $11 Shares 50 Est. Cost $230.34 Unrealized -13.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $11 Shares 90 Est. Cost $59.79 Unrealized +60.4%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $11 Shares 105 Est. Cost $89.43 Unrealized +9.1%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $10 Shares 270 Est. Cost $54.04 Unrealized -35.4%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $197.24 Unrealized -88.3%
TTC TORO CO 0.0%
Value ($000) $10 Shares 100 Est. Cost $85.59 Unrealized +19.8%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $10 Shares 700 Est. Cost $13.29 Unrealized +3.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $22.69 Unrealized +151.7%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $10 Shares 327 Est. Cost $203.34 Unrealized -87.6%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $9 Shares 240 Est. Cost $53.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 207 Est. Cost $22.94 Unrealized +84.1%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $9 Shares 900 Est. Cost $14.62 Unrealized -33.2%
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 95 Est. Cost $214.25 Unrealized -71.6%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.85 Unrealized
REATA PHARMACEUTICALS INC. 0.0%
Value ($000) $9 Shares 55 Est. Cost $18.18 Unrealized
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $9 Shares 340 Est. Cost $37.50 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $120.29 Unrealized +234.9%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.38 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -30.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 62 Est. Cost $121.83 Unrealized
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $8 Shares 66 Est. Cost $112.47 Unrealized -16.0%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $8 Shares 270 Est. Cost $209.45 Unrealized -85.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.43 Unrealized +78.2%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $8 Shares 625 Est. Cost $20.48 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $8 Shares 330 Est. Cost $26.44 Unrealized -31.1%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $8 Shares 100 Est. Cost $37.68 Unrealized +32.5%
NTAP NETAPP, INC. 0.0%
Value ($000) $8 Shares 100 Est. Cost $26.74 Unrealized +138.5%
W WAYFAIR INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $265.47 Unrealized -84.1%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.07 Unrealized +23.9%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $8 Shares 315 Est. Cost $44.44 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +30.1%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
TWLO TWILIO INC. - A 0.0%
Value ($000) $7 Shares 113 Est. Cost $152.36 Unrealized -61.3%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $7 Shares 925 Est. Cost $10.31 Unrealized
PLD PROLOGIS, INC. 0.0%
Value ($000) $7 Shares 58 Est. Cost $108.70 Unrealized +3.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $297.04 Unrealized +3.7%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $130.80 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $7 Shares 550 Est. Cost $10.26 Unrealized +0.5%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $7 Shares 320 Est. Cost $28.01 Unrealized -30.3%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.55 Unrealized -9.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.65 Unrealized -13.6%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $76.05 Unrealized
SNY SANOFI ADR 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
CORECARD CORPORATION 0.0%
Value ($000) $6 Shares 265 Est. Cost $32.82 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $6 Shares 380 Est. Cost $26.57 Unrealized -41.6%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $6 Shares 880 Est. Cost $11.57 Unrealized -26.5%
ONTF ON24 INC. 0.0%
Value ($000) $6 Shares 675 Est. Cost $16.40 Unrealized -49.4%
ZUORA INC 0.0%
Value ($000) $6 Shares 494 Est. Cost $14.17 Unrealized
OUTSET MEDICAL INC. 0.0%
Value ($000) $6 Shares 280 Est. Cost $46.05 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $6 Shares 590 Est. Cost $57.75 Unrealized -85.3%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $6 Shares 310 Est. Cost $27.58 Unrealized -44.5%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.89 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $6 Shares 101 Est. Cost $49.18 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $53.26 Unrealized +23.0%
NEW RELIC INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $105.33 Unrealized
SPLUNK INC. 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.00 Unrealized
KMI KINDER MORGAN INC. 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.77 Unrealized +0.1%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.56 Unrealized +12.9%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $3.44 Unrealized -46.9%
DCBO DOCEBO INC. 0.0%
Value ($000) $5 Shares 135 Est. Cost $59.75 Unrealized -39.4%
INTU INTUIT INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $419.84 Unrealized +2.6%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +33.9%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $5 Shares 300 Est. Cost $35.89 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +62.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $5 Shares 39 Est. Cost $100.00 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $5 Shares 505 Est. Cost $15.68 Unrealized
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +29.0%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $4 Shares 115 Est. Cost $55.44 Unrealized -48.2%
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 +27.5%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $4 Shares 1,739 Est. Cost $1.69 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $4 Shares 324 Est. Cost $7.48 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +144.4%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $4 Shares 1,565 Est. Cost $6.55 Unrealized -36.7%
WT WISDOMTREE INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -38.5%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $4 Shares 103 Est. Cost $36.36 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $4 Shares 955 Est. Cost $11.44 Unrealized -66.7%
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.55 Unrealized -15.7%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $4 Shares 10 Est. Cost $171.20 Unrealized +86.0%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized -10.3%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +8.3%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $4 Shares 15 Est. Cost $218.90 Unrealized +11.3%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +77.9%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $3 Shares 100 Est. Cost $79.97 Unrealized -22.4%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 361 Est. Cost $8.46 Unrealized
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.45 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $194.31 Unrealized -29.3%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $3 Shares 7 Est. Cost $373.53 Unrealized -8.6%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $250.00 Unrealized
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +9.8%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $3 Shares 880 Est. Cost $9.45 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $79.46 Unrealized -84.7%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -60.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +39.4%
AI C3.AI INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.17 Unrealized 0.0%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.27 Unrealized -6.7%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +41.3%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -91.5%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $2 Shares 230 Est. Cost $23.31 Unrealized -76.0%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERVICES, LTD. 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.08 Unrealized 0.0%
MASI MASIMO CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $110.93 Unrealized +56.9%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +27.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized -7.6%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 30 Est. Cost $91.53 Unrealized -56.4%
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $1 Shares 184 Est. Cost $20.49 Unrealized -66.2%
AFL AFLAC INC. 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.51 Unrealized +83.2%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -89.6%
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.15 Unrealized
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $1 Shares 450 Est. Cost $4.20 Unrealized -32.6%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -4.9%
HP HELMERICH & PAYNE, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.55 Unrealized -45.5%
CHWY CHEWY INC. 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.81 Unrealized 0.0%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +25.9%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.82 Unrealized +30.3%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.02 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -29.5%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +56.5%