ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $200,372 (100.0% shares, 0.0% debt)

Holdings (485)

SPY SPDR S & P 500 ETF TRUST 11.0%
Value ($000) $22,026 Shares 51,527 Est. Cost $225.57 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $12,980 Shares 75,815 Est. Cost $88.09 Unrealized +105.8%
MSFT MICROSOFT CORP 3.9%
Value ($000) $7,905 Shares 25,036 Est. Cost $39.98 Unrealized +711.8%
NVDA NVIDIA CORP. 2.6%
Value ($000) $5,115 Shares 11,760 Est. Cost $17.42 Unrealized +157.1%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.5%
Value ($000) $4,920 Shares 10,774 Est. Cost $227.04 Unrealized
AMZN AMAZON. COM, INC 2.4%
Value ($000) $4,885 Shares 38,425 Est. Cost $121.13 Unrealized +10.6%
TIP ISHARES TIPS BOND ETF 2.4%
Value ($000) $4,751 Shares 45,809 Est. Cost $113.23 Unrealized
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $4,578 Shares 31,385 Est. Cost $63.29 Unrealized +127.7%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $4,103 Shares 26,347 Est. Cost $71.70 Unrealized +113.8%
PEP PEPSICO INC 1.9%
Value ($000) $3,780 Shares 22,307 Est. Cost $61.35 Unrealized +172.4%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.9%
Value ($000) $3,766 Shares 40,051 Est. Cost $113.10 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.7%
Value ($000) $3,452 Shares 36,600 Est. Cost $81.13 Unrealized
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,410 Shares 23,512 Est. Cost $68.00 Unrealized +109.3%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.7%
Value ($000) $3,391 Shares 9,681 Est. Cost $170.34 Unrealized +108.3%
MCD MCDONALDS CORP 1.6%
Value ($000) $3,235 Shares 12,279 Est. Cost $88.67 Unrealized +203.9%
HD HOME DEPOT INC 1.6%
Value ($000) $3,146 Shares 10,412 Est. Cost $102.51 Unrealized +195.5%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $2,845 Shares 24,201 Est. Cost $57.90 Unrealized +74.5%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $2,651 Shares 15,721 Est. Cost $82.31 Unrealized +77.1%
CAT CATERPILLAR INC 1.3%
Value ($000) $2,540 Shares 9,304 Est. Cost $87.92 Unrealized +197.4%
LLY ELI LILLY & CO 1.3%
Value ($000) $2,532 Shares 4,714 Est. Cost $89.08 Unrealized +468.9%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $2,483 Shares 6,071 Est. Cost $178.54 Unrealized +132.5%
ABBV ABBVIE INC. 1.2%
Value ($000) $2,393 Shares 16,053 Est. Cost $55.55 Unrealized +143.6%
PFE PFIZER INC 0.9%
Value ($000) $1,901 Shares 57,335 Est. Cost $29.76 Unrealized +2.7%
CSCO CISCO SYSTEMS INC. 0.9%
Value ($000) $1,878 Shares 34,937 Est. Cost $26.68 Unrealized +88.5%
INTC INTEL CORP 0.9%
Value ($000) $1,868 Shares 52,561 Est. Cost $22.42 Unrealized +52.6%
KO COCA COLA CO 0.9%
Value ($000) $1,796 Shares 32,088 Est. Cost $34.43 Unrealized +61.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $1,785 Shares 6,711 Est. Cost $204.36 Unrealized
VTHR ETF VANGUARD RUSSELL 3000 0.9%
Value ($000) $1,739 Shares 9,116 Est. Cost $120.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $1,712 Shares 29,502 Est. Cost $35.11 Unrealized +54.8%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,663 Shares 10,911 Est. Cost $40.96 Unrealized +280.9%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $1,649 Shares 28,776 Est. Cost $53.96 Unrealized +19.4%
META META PLATFORMS INC 0.8%
Value ($000) $1,619 Shares 5,394 Est. Cost $150.96 Unrealized +98.2%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,409 Shares 43,486 Est. Cost $32.34 Unrealized -10.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,347 Shares 2,671 Est. Cost $262.36 Unrealized +79.1%
PSX PHILLIPS 66 0.6%
Value ($000) $1,273 Shares 10,592 Est. Cost $61.04 Unrealized +69.3%
WMT WALMART INC 0.6%
Value ($000) $1,252 Shares 7,830 Est. Cost $27.94 Unrealized +85.4%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,249 Shares 6,000 Est. Cost $154.44 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.6%
Value ($000) $1,223 Shares 7,458 Est. Cost $76.91 Unrealized
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,222 Shares 5,314 Est. Cost $147.46 Unrealized +60.2%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,212 Shares 4,450 Est. Cost $217.36 Unrealized
AMAT APPLIED MATL INC 0.6%
Value ($000) $1,196 Shares 8,636 Est. Cost $84.59 Unrealized +66.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,185 Shares 10,668 Est. Cost $63.21 Unrealized +74.1%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,173 Shares 11,394 Est. Cost $49.83 Unrealized +100.4%
SYK STRYKER CORP 0.6%
Value ($000) $1,142 Shares 4,180 Est. Cost $111.83 Unrealized +150.4%
SO SOUTHERN CO 0.6%
Value ($000) $1,129 Shares 17,448 Est. Cost $37.11 Unrealized +71.9%
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,126 Shares 5,610 Est. Cost $76.55 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $1,114 Shares 4,490 Est. Cost $108.85 Unrealized +102.3%
MET METLIFE INC 0.5%
Value ($000) $1,078 Shares 17,139 Est. Cost $40.06 Unrealized +44.8%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $1,072 Shares 7,642 Est. Cost $116.39 Unrealized +13.2%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,043 Shares 12,874 Est. Cost $71.77 Unrealized +16.3%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $1,031 Shares 4,284 Est. Cost $46.36 Unrealized +398.6%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,011 Shares 14,219 Est. Cost $52.05 Unrealized +36.2%
ACN ACCENTURE PLC 0.5%
Value ($000) $986 Shares 3,211 Est. Cost $104.35 Unrealized +191.7%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $976 Shares 3,902 Est. Cost $239.67 Unrealized +7.2%
BLACKROCK INC 0.5%
Value ($000) $963 Shares 1,489 Est. Cost $557.04 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $957 Shares 9,035 Est. Cost $57.17 Unrealized +97.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $942 Shares 4,434 Est. Cost $133.53 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $930 Shares 1,647 Est. Cost $184.00 Unrealized +189.2%
ABT ABBOTT LABS 0.4%
Value ($000) $870 Shares 8,987 Est. Cost $54.77 Unrealized +83.4%
CSX CSX CORPORATION 0.4%
Value ($000) $857 Shares 27,880 Est. Cost $24.43 Unrealized +25.2%
CVS CVS HEALTH CORP 0.4%
Value ($000) $849 Shares 12,169 Est. Cost $55.14 Unrealized +17.1%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $848 Shares 12,302 Est. Cost $69.45 Unrealized
VLO VALERO ENERGY NEW 0.4%
Value ($000) $792 Shares 5,590 Est. Cost $71.21 Unrealized +71.5%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $756 Shares 2,813 Est. Cost $174.72 Unrealized +32.7%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $733 Shares 3,968 Est. Cost $152.81 Unrealized +13.8%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.4%
Value ($000) $728 Shares 37,584 Est. Cost $19.87 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $703 Shares 3,180 Est. Cost $143.09 Unrealized +47.6%
NKE NIKE, INC 0.3%
Value ($000) $676 Shares 7,067 Est. Cost $75.07 Unrealized +30.9%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $670 Shares 3,225 Est. Cost $72.76 Unrealized +195.4%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $665 Shares 6,470 Est. Cost $93.09 Unrealized +16.6%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.3%
Value ($000) $649 Shares 6,903 Est. Cost $117.01 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $620 Shares 6,421 Est. Cost $49.57 Unrealized +83.9%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $616 Shares 2,470 Est. Cost $239.77 Unrealized
AMT AMERICAN TOWER CORPORATION 0.3%
Value ($000) $610 Shares 3,709 Est. Cost $117.17 Unrealized +43.1%
TGT TARGET CORP 0.3%
Value ($000) $584 Shares 5,280 Est. Cost $77.70 Unrealized +49.8%
T AT&T INC. 0.3%
Value ($000) $571 Shares 38,017 Est. Cost $13.25 Unrealized -2.3%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $567 Shares 20,729 Est. Cost $26.46 Unrealized +5.1%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $553 Shares 1,465 Est. Cost $162.10 Unrealized +145.5%
ADBE ADOBE INC 0.3%
Value ($000) $549 Shares 1,076 Est. Cost $336.43 Unrealized +55.9%
DOW DOW INC. 0.2%
Value ($000) $496 Shares 9,630 Est. Cost $43.04 Unrealized +7.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $472 Shares 3,109 Est. Cost $151.00 Unrealized
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $471 Shares 5,339 Est. Cost $81.70 Unrealized +2.3%
MS MORGAN STANLEY 0.2%
Value ($000) $465 Shares 5,692 Est. Cost $59.85 Unrealized +34.2%
BA BOEING 0.2%
Value ($000) $465 Shares 2,424 Est. Cost $140.44 Unrealized +55.8%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $419 Shares 2,691 Est. Cost $100.04 Unrealized +51.6%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $410 Shares 5,881 Est. Cost $84.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $408 Shares 4,304 Est. Cost $75.67 Unrealized +11.4%
NFLX NETFLIX INC 0.2%
Value ($000) $387 Shares 1,025 Est. Cost $36.36 Unrealized +16.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $383 Shares 8,763 Est. Cost $43.96 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $379 Shares 460 Est. Cost $525.27 Unrealized +48.8%
GLW CORNING INC 0.2%
Value ($000) $366 Shares 12,010 Est. Cost $18.03 Unrealized +70.3%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $364 Shares 10,799 Est. Cost $26.11 Unrealized +18.2%
AROW ARROW FINANCIAL CORPORATION 0.2%
Value ($000) $363 Shares 21,349 Est. Cost $27.19 Unrealized -37.9%
NUE NUCOR 0.2%
Value ($000) $361 Shares 2,310 Est. Cost $39.16 Unrealized +307.3%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $358 Shares 8,072 Est. Cost $35.93 Unrealized +15.5%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $356 Shares 2,384 Est. Cost $91.83 Unrealized +73.0%
MMM 3M CO COM 0.2%
Value ($000) $354 Shares 3,786 Est. Cost $87.03 Unrealized -8.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $351 Shares 1,567 Est. Cost $265.31 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $347 Shares 2,900 Est. Cost $51.37 Unrealized +110.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $347 Shares 1,706 Est. Cost $174.55 Unrealized +18.1%
C CITIGROUP INC. 0.2%
Value ($000) $334 Shares 8,130 Est. Cost $50.67 Unrealized -20.1%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $327 Shares 3,581 Est. Cost $38.49 Unrealized +140.2%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $324 Shares 1,143 Est. Cost $235.44 Unrealized +16.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $324 Shares 735 Est. Cost $281.73 Unrealized +49.7%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $317 Shares 2,755 Est. Cost $103.32 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $315 Shares 1,217 Est. Cost $128.28 Unrealized +101.3%
KMB KIMBERLY CLARK 0.2%
Value ($000) $308 Shares 2,547 Est. Cost $81.39 Unrealized +44.7%
MA MASTERCARD INC - CLASS A 0.2%
Value ($000) $306 Shares 773 Est. Cost $162.08 Unrealized +144.5%
CRM SALESFORCE, INC. 0.1%
Value ($000) $292 Shares 1,441 Est. Cost $180.01 Unrealized +18.6%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $282 Shares 2,295 Est. Cost $70.80 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $277 Shares 1,204 Est. Cost $124.84 Unrealized +84.3%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $264 Shares 4,788 Est. Cost $17.40 Unrealized +207.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $264 Shares 1,493 Est. Cost $144.80 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $255 Shares 964 Est. Cost $208.93 Unrealized +18.1%
D DOMINION ENERGY, INC. 0.1%
Value ($000) $252 Shares 5,645 Est. Cost $50.57 Unrealized -12.9%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $250 Shares 5,249 Est. Cost $48.54 Unrealized -4.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $246 Shares 3,555 Est. Cost $76.65 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $242 Shares 2,245 Est. Cost $112.22 Unrealized
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $232 Shares 3,843 Est. Cost $63.22 Unrealized -1.4%
TMO THERMO FISHER SCIENTIFIC, INC 0.1%
Value ($000) $230 Shares 454 Est. Cost $548.38 Unrealized -3.6%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $229 Shares 2,447 Est. Cost $60.95 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $223 Shares 1,302 Est. Cost $148.59 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $219 Shares 6,601 Est. Cost $31.70 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $213 Shares 2,655 Est. Cost $48.74 Unrealized +68.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $212 Shares 545 Est. Cost $257.92 Unrealized +51.8%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $208 Shares 2,242 Est. Cost $68.54 Unrealized +25.7%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $205 Shares 5,240 Est. Cost $41.43 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $203 Shares 2,244 Est. Cost $86.84 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $197 Shares 1,606 Est. Cost $79.49 Unrealized +63.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $196 Shares 1,264 Est. Cost $145.12 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $192 Shares 1,270 Est. Cost $58.95 Unrealized +125.0%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $192 Shares 7,011 Est. Cost $24.15 Unrealized
GIS GENERAL MILLS, INC 0.1%
Value ($000) $184 Shares 2,871 Est. Cost $34.57 Unrealized +86.8%
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $182 Shares 2,495 Est. Cost $93.05 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $180 Shares 517 Est. Cost $254.47 Unrealized +37.4%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $179 Shares 1,994 Est. Cost $95.37 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $176 Shares 770 Est. Cost $97.00 Unrealized +135.6%
ETN EATON CORP PLC 0.1%
Value ($000) $169 Shares 794 Est. Cost $129.30 Unrealized +62.2%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $167 Shares 2,230 Est. Cost $49.80 Unrealized +41.9%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $165 Shares 10,800 Est. Cost $9.03 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $158 Shares 364 Est. Cost $105.47 Unrealized +295.1%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $150 Shares 3,573 Est. Cost $27.42 Unrealized +32.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $138 Shares 1,074 Est. Cost $128.34 Unrealized
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $137 Shares 5,100 Est. Cost $15.27 Unrealized +77.7%
MPLX MPLX LP 0.1%
Value ($000) $132 Shares 3,700 Est. Cost $30.00 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $132 Shares 1,325 Est. Cost $95.05 Unrealized +3.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $124 Shares 1,312 Est. Cost $94.19 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $123 Shares 655 Est. Cost $61.12 Unrealized +227.0%
OKE ONEOK INC 0.1%
Value ($000) $122 Shares 1,930 Est. Cost $56.93 Unrealized +1.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $122 Shares 1,756 Est. Cost $31.50 Unrealized +113.4%
MKC MCCORMICK & CO. 0.1%
Value ($000) $121 Shares 1,600 Est. Cost $57.49 Unrealized +36.7%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $119 Shares 5,500 Est. Cost $22.36 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $116 Shares 3,069 Est. Cost $26.65 Unrealized +39.7%
TRV TRAVELERS COS INC 0.1%
Value ($000) $111 Shares 680 Est. Cost $75.37 Unrealized +112.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $111 Shares 1,689 Est. Cost $49.51 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $106 Shares 3,293 Est. Cost $33.75 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.1%
Value ($000) $103 Shares 640 Est. Cost $98.39 Unrealized
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $101 Shares 541 Est. Cost $186.51 Unrealized
YUM YUM BRANDS INC. 0.0%
Value ($000) $97 Shares 780 Est. Cost $53.12 Unrealized +136.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $97 Shares 1,091 Est. Cost $55.82 Unrealized +52.9%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $96 Shares 5,947 Est. Cost $20.06 Unrealized -27.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $95 Shares 1,500 Est. Cost $73.33 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $95 Shares 404 Est. Cost $109.57 Unrealized +8.0%
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.0%
Value ($000) $94 Shares 1,800 Est. Cost $62.48 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $92 Shares 2,785 Est. Cost $31.18 Unrealized -2.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $90 Shares 890 Est. Cost $91.70 Unrealized
LSBDX LOOMIS SAYLES BOND FUND 0.0%
Value ($000) $89 Shares 8,084 Est. Cost $12.77 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $88 Shares 606 Est. Cost $205.90 Unrealized
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $88.05 Unrealized 0.0%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $85 Shares 1,193 Est. Cost $100.72 Unrealized
EME EMCOR GROUP INC. COMMON STOCK 0.0%
Value ($000) $84 Shares 400 Est. Cost $208.00 Unrealized 0.0%
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.0%
Value ($000) $84 Shares 1,700 Est. Cost $52.60 Unrealized 0.0%
M.D.C. HOLDINGS INC. COMMON STOCK 0.0%
Value ($000) $82 Shares 2,000 Est. Cost $41.22 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $82 Shares 625 Est. Cost $100.10 Unrealized +39.8%
SRE SEMPRA 0.0%
Value ($000) $80 Shares 1,170 Est. Cost $59.94 Unrealized +11.1%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $79 Shares 859 Est. Cost $22.40 Unrealized +100.2%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $79 Shares 580 Est. Cost $98.63 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $79 Shares 160 Est. Cost $170.70 Unrealized +206.0%
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $80.59 Unrealized 0.0%
BP BP P.L.C. 0.0%
Value ($000) $78 Shares 2,024 Est. Cost $36.03 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $78 Shares 430 Est. Cost $134.94 Unrealized +41.6%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $77 Shares 3,810 Est. Cost $17.93 Unrealized
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $77 Shares 980 Est. Cost $62.95 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $75 Shares 1,267 Est. Cost $51.88 Unrealized +5.8%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $75 Shares 164 Est. Cost $312.70 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $75 Shares 3,383 Est. Cost $22.03 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $73 Shares 270 Est. Cost $209.85 Unrealized +19.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $73 Shares 2,218 Est. Cost $31.82 Unrealized +2.2%
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $73 Shares 714 Est. Cost $102.02 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $73 Shares 4,961 Est. Cost $15.42 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $72 Shares 1,760 Est. Cost $39.15 Unrealized +3.9%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $72 Shares 359 Est. Cost $186.33 Unrealized +12.0%
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $69 Shares 2,800 Est. Cost $25.57 Unrealized 0.0%
GWW W.W. GRAINGER 0.0%
Value ($000) $69 Shares 100 Est. Cost $621.54 Unrealized +14.0%
PHM PULTEGROUP, INC 0.0%
Value ($000) $68 Shares 925 Est. Cost $40.72 Unrealized +92.2%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $68 Shares 999 Est. Cost $56.77 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $67 Shares 600 Est. Cost $69.32 Unrealized +49.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $66 Shares 768 Est. Cost $97.47 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $51.33 Unrealized
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $63 Shares 1,700 Est. Cost $32.40 Unrealized 0.0%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $63 Shares 800 Est. Cost $58.36 Unrealized +38.5%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $62 Shares 1,055 Est. Cost $54.51 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $61 Shares 900 Est. Cost $71.08 Unrealized +2.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $61 Shares 810 Est. Cost $84.20 Unrealized -11.7%
SYY SYSCO CORPORATION 0.0%
Value ($000) $60 Shares 908 Est. Cost $64.98 Unrealized +3.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $58 Shares 1,352 Est. Cost $29.79 Unrealized
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $57 Shares 961 Est. Cost $70.18 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $56 Shares 690 Est. Cost $81.67 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $56 Shares 500 Est. Cost $87.86 Unrealized +41.3%
ISHARES IBONDS DEC 2024 CORP EFT 0.0%
Value ($000) $56 Shares 2,263 Est. Cost $24.67 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $55 Shares 490 Est. Cost $70.26 Unrealized +61.5%
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $54 Shares 2,400 Est. Cost $20.73 Unrealized 0.0%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $53 Shares 891 Est. Cost $50.76 Unrealized +17.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $53 Shares 997 Est. Cost $40.38 Unrealized +29.9%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $51 Shares 201 Est. Cost $228.93 Unrealized +14.5%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $25.33 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $50 Shares 365 Est. Cost $147.95 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $50 Shares 500 Est. Cost $97.39 Unrealized 0.0%
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $50 Shares 400 Est. Cost $118.75 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $50 Shares 250 Est. Cost $139.41 Unrealized +41.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $49 Shares 114 Est. Cost $394.74 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $48 Shares 1,312 Est. Cost $30.21 Unrealized +26.9%
TEXTAINER GROUP HOLDINGS LIMITED COMMON SHARES 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $37.25 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $48 Shares 304 Est. Cost $41.64 Unrealized +281.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $47 Shares 162 Est. Cost $281.03 Unrealized +11.1%
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $45 Shares 600 Est. Cost $38.40 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $45 Shares 770 Est. Cost $37.29 Unrealized +45.9%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $41.31 Unrealized 0.0%
ARISTA NETWORKS INC. 0.0%
Value ($000) $44 Shares 240 Est. Cost $162.99 Unrealized
GATX GATX CORPORATION 0.0%
Value ($000) $44 Shares 400 Est. Cost $115.95 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $43 Shares 1,140 Est. Cost $44.55 Unrealized
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $43 Shares 500 Est. Cost $79.10 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $42 Shares 402 Est. Cost $74.49 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $42 Shares 3,374 Est. Cost $10.21 Unrealized +8.7%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $41 Shares 338 Est. Cost $94.51 Unrealized +21.8%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $12.00 Unrealized +68.8%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $40 Shares 513 Est. Cost $38.52 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $40 Shares 250 Est. Cost $144.15 Unrealized +13.4%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $40 Shares 389 Est. Cost $87.55 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $39 Shares 375 Est. Cost $99.26 Unrealized +1.0%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $39 Shares 425 Est. Cost $64.51 Unrealized +53.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $38 Shares 440 Est. Cost $72.88 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $38 Shares 149 Est. Cost $131.07 Unrealized +93.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $58.92 Unrealized -31.9%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $37 Shares 912 Est. Cost $18.38 Unrealized +116.3%
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $37 Shares 649 Est. Cost $58.57 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $34.75 Unrealized -9.0%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $35 Shares 195 Est. Cost $137.32 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $34 Shares 592 Est. Cost $60.33 Unrealized -8.5%
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $33 Shares 215 Est. Cost $107.37 Unrealized +25.0%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $33 Shares 52 Est. Cost $326.96 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $32 Shares 298 Est. Cost $75.71 Unrealized +54.5%
MDB MONGODB, INC. 0.0%
Value ($000) $30 Shares 88 Est. Cost $66.66 Unrealized +469.5%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $30 Shares 1,260 Est. Cost $27.75 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $30 Shares 150 Est. Cost $222.85 Unrealized -8.0%
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $28 Shares 1,440 Est. Cost $20.40 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 329 Est. Cost $41.33 Unrealized +103.0%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $28 Shares 1,131 Est. Cost $30.95 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $28 Shares 2,900 Est. Cost $11.04 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.0%
Value ($000) $28 Shares 250 Est. Cost $120.26 Unrealized -7.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $24.33 Unrealized +3.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 350 Est. Cost $90.86 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $26 Shares 252 Est. Cost $100.05 Unrealized +9.2%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $26 Shares 79 Est. Cost $249.92 Unrealized +32.3%
SCHOCKWAVE MEDICAL INC 0.0%
Value ($000) $25 Shares 127 Est. Cost $39.37 Unrealized
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $25 Shares 460 Est. Cost $21.34 Unrealized +237.4%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $25 Shares 105 Est. Cost $188.09 Unrealized +23.4%
PINS PINTEREST INC CL A 0.0%
Value ($000) $25 Shares 915 Est. Cost $59.99 Unrealized -54.5%
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $24 Shares 554 Est. Cost $43.93 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 347 Est. Cost $57.81 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $24 Shares 687 Est. Cost $17.28 Unrealized +70.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $23 Shares 546 Est. Cost $37.94 Unrealized +10.2%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $23 Shares 860 Est. Cost $52.21 Unrealized -34.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $23 Shares 18 Est. Cost $1237.15 Unrealized +2.8%
ANIX ANIXA BIOSCIENCES INC. 0.0%
Value ($000) $23 Shares 7,000 Est. Cost $4.51 Unrealized -22.4%
BBY BEST BUY 0.0%
Value ($000) $23 Shares 325 Est. Cost $82.19 Unrealized -16.4%
IYF ISHARES U.S. FINANCIAL ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $69.31 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $22 Shares 97 Est. Cost $229.54 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $22 Shares 250 Est. Cost $6.80 Unrealized +223.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $22 Shares 385 Est. Cost $51.95 Unrealized
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $21 Shares 200 Est. Cost $100.42 Unrealized +33.4%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $21 Shares 570 Est. Cost $33.77 Unrealized +15.5%
BIIB BIOGEN INC 0.0%
Value ($000) $21 Shares 80 Est. Cost $213.20 Unrealized +25.5%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 134 Est. Cost $131.70 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $19 Shares 1,067 Est. Cost $17.88 Unrealized +5.8%
PNR PENTAIR PLC 0.0%
Value ($000) $19 Shares 300 Est. Cost $65.60 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $19 Shares 80 Est. Cost $272.75 Unrealized -0.5%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $43.23 Unrealized -16.6%
ISHARES IBONDS DEC 2023 TERM CORP ETF 0.0%
Value ($000) $18 Shares 706 Est. Cost $25.31 Unrealized
ISHARES IBONDS DEC 2025 CORP-EFT 0.0%
Value ($000) $18 Shares 726 Est. Cost $24.43 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $18 Shares 208 Est. Cost $77.27 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $18 Shares 30 Est. Cost $366.67 Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $28.98 Unrealized -31.8%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 718 Est. Cost $23.82 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $17 Shares 675 Est. Cost $21.83 Unrealized +12.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $17 Shares 455 Est. Cost $42.29 Unrealized +0.1%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.34 Unrealized 0.0%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 565 Est. Cost $39.58 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $16 Shares 115 Est. Cost $79.99 Unrealized +79.9%
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $16 Shares 1,550 Est. Cost $11.78 Unrealized
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $16 Shares 320 Est. Cost $51.43 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $16 Shares 181 Est. Cost $94.14 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $16 Shares 100 Est. Cost $45.89 Unrealized +213.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $16 Shares 500 Est. Cost $87.42 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $173.25 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $15 Shares 40 Est. Cost $255.73 Unrealized +49.4%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $15 Shares 225 Est. Cost $120.93 Unrealized -29.8%
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $15 Shares 875 Est. Cost $10.95 Unrealized
CHICO'S FASHION INC 0.0%
Value ($000) $15 Shares 2,025 Est. Cost $5.15 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $15 Shares 1,245 Est. Cost $18.18 Unrealized
DVA DAVITA INC. 0.0%
Value ($000) $15 Shares 160 Est. Cost $83.84 Unrealized +21.7%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $15 Shares 300 Est. Cost $45.82 Unrealized 0.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $15 Shares 10 Est. Cost $901.87 Unrealized +62.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $15 Shares 115 Est. Cost $103.01 Unrealized +13.7%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $10.64 Unrealized
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $14 Shares 275 Est. Cost $68.95 Unrealized -23.6%
ZTS ZOETIS INC 0.0%
Value ($000) $14 Shares 82 Est. Cost $155.91 Unrealized +13.5%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $14 Shares 615 Est. Cost $18.38 Unrealized +41.3%
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.0%
Value ($000) $13 Shares 248 Est. Cost $58.53 Unrealized 0.0%
VMWARE INC 0.0%
Value ($000) $13 Shares 79 Est. Cost $72.22 Unrealized
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.0%
Value ($000) $13 Shares 488 Est. Cost $26.90 Unrealized
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $13 Shares 15 Est. Cost $167.00 Unrealized +413.9%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $13 Shares 65 Est. Cost $90.98 Unrealized +113.3%
SONY SONY GROUP CORP 0.0%
Value ($000) $13 Shares 155 Est. Cost $57.14 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $13 Shares 280 Est. Cost $67.20 Unrealized -28.7%
ECL ECOLAB INC. 0.0%
Value ($000) $13 Shares 75 Est. Cost $179.54 Unrealized -1.2%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $11.95 Unrealized
HUBG HUB GROUP INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $41.02 Unrealized 0.0%
NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF 0.0%
Value ($000) $12 Shares 440 Est. Cost $43.34 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $92.47 Unrealized +192.8%
SIEGY SIEMENS AG 0.0%
Value ($000) $12 Shares 170 Est. Cost $66.82 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD 0.0%
Value ($000) $12 Shares 506 Est. Cost $27.67 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $12 Shares 128 Est. Cost $200.08 Unrealized -55.3%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $12 Shares 90 Est. Cost $136.33 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $11 Shares 275 Est. Cost $59.38 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $11 Shares 1,510 Est. Cost $12.27 Unrealized -20.4%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $11 Shares 361 Est. Cost $33.24 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $60.47 Unrealized -0.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $11 Shares 320 Est. Cost $34.81 Unrealized -11.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 262 Est. Cost $72.52 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $115.58 Unrealized -31.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $104.30 Unrealized +7.6%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $11 Shares 105 Est. Cost $89.43 Unrealized +14.2%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $11 Shares 24 Est. Cost $403.47 Unrealized +3.1%
ADSK AUTODESK INC. 0.0%
Value ($000) $10 Shares 50 Est. Cost $230.34 Unrealized -8.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $145.09 Unrealized
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $63.94 Unrealized -21.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $10 Shares 205 Est. Cost $48.78 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $10 Shares 235 Est. Cost $130.95 Unrealized -62.6%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $10 Shares 700 Est. Cost $13.29 Unrealized +6.0%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $10.78 Unrealized 0.0%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $10 Shares 900 Est. Cost $14.62 Unrealized -23.5%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $10 Shares 51 Est. Cost $182.83 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $120.29 Unrealized +272.0%
EBAY EBAY INC 0.0%
Value ($000) $9 Shares 207 Est. Cost $22.94 Unrealized +86.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $9 Shares 155 Est. Cost $22.69 Unrealized +150.1%
FROG JFROG LTD 0.0%
Value ($000) $9 Shares 345 Est. Cost $28.97 Unrealized -4.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $59.79 Unrealized +72.3%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -17.9%
ARCO PLATFORM LIMITED -CLASS A 0.0%
Value ($000) $9 Shares 625 Est. Cost $20.48 Unrealized
UNILEVER PLC 0.0%
Value ($000) $8 Shares 170 Est. Cost $60.85 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.38 Unrealized
TTC TORO CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $85.59 Unrealized +12.5%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $8 Shares 340 Est. Cost $37.50 Unrealized
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.07 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $446.17 Unrealized +11.8%
NTAP NETAPP, INC. 0.0%
Value ($000) $8 Shares 100 Est. Cost $26.74 Unrealized +174.8%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.68 Unrealized +51.1%
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $7 Shares 240 Est. Cost $53.00 Unrealized
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $7 Shares 315 Est. Cost $44.44 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.43 Unrealized +68.2%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $7 Shares 114 Est. Cost $27.87 Unrealized 0.0%
SPLUNK INC. 0.0%
Value ($000) $7 Shares 50 Est. Cost $60.00 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.07 Unrealized +16.5%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $7 Shares 66 Est. Cost $112.47 Unrealized -8.2%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $7 Shares 669 Est. Cost $11.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.65 Unrealized -3.3%
ROKU ROKU INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $214.25 Unrealized -63.9%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $130.80 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $7 Shares 549 Est. Cost $27.33 Unrealized -44.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $96.04 Unrealized +29.4%
TWLO TWILIO INC. - A 0.0%
Value ($000) $7 Shares 113 Est. Cost $152.36 Unrealized -59.1%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $7 Shares 270 Est. Cost $209.45 Unrealized -86.6%
PLD PROLOGIS, INC. 0.0%
Value ($000) $7 Shares 58 Est. Cost $108.70 Unrealized +4.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $297.04 Unrealized +6.2%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.65 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $6 Shares 330 Est. Cost $26.44 Unrealized -19.0%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $6 Shares 327 Est. Cost $203.34 Unrealized -88.5%
W WAYFAIR INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $265.47 Unrealized -73.8%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $6 Shares 320 Est. Cost $28.01 Unrealized -27.9%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $6 Shares 925 Est. Cost $10.31 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $6 Shares 310 Est. Cost $27.58 Unrealized -29.3%
FNB F.N.B. CORPORATION 0.0%
Value ($000) $6 Shares 550 Est. Cost $10.26 Unrealized +5.7%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $6 Shares 150 Est. Cost $41.55 Unrealized -10.1%
NEW RELIC INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $105.33 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $5 Shares 75 Est. Cost $73.27 Unrealized
DCBO DOCEBO INC. 0.0%
Value ($000) $5 Shares 135 Est. Cost $59.75 Unrealized -33.7%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $5 Shares 165 Est. Cost $54.04 Unrealized -35.6%
CORECARD CORPORATION 0.0%
Value ($000) $5 Shares 265 Est. Cost $32.82 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.18 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $49.13 Unrealized +51.3%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.77 Unrealized +3.3%
FRPT FRESHPET INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $53.26 Unrealized +34.7%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $76.05 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.89 Unrealized
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 -44.5%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +39.6%
AWK AMERICAN WATER WORKS INC. 0.0%
Value ($000) $4 Shares 36 Est. Cost $122.56 Unrealized +8.3%
CUBE CUBESMART COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $50.28 Unrealized
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $4 Shares 880 Est. Cost $11.57 Unrealized -48.6%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +57.5%
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +143.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $197.24 Unrealized -79.6%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $4 Shares 39 Est. Cost $100.00 Unrealized
ONTF ON24 INC. 0.0%
Value ($000) $4 Shares 675 Est. Cost $16.40 Unrealized -55.1%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $35.89 Unrealized
WT WISDOMTREE INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.87 Unrealized -35.6%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.65 Unrealized
ZUORA INC 0.0%
Value ($000) $4 Shares 494 Est. Cost $14.17 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $4 Shares 65 Est. Cost $47.38 Unrealized +44.8%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $4 Shares 505 Est. Cost $15.68 Unrealized
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $3 Shares 103 Est. Cost $36.36 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $3 Shares 20 Est. Cost $214.55 Unrealized -18.4%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $3 Shares 955 Est. Cost $11.44 Unrealized -65.1%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $3 Shares 1,565 Est. Cost $6.55 Unrealized -53.6%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $55.44 Unrealized -36.6%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.20 Unrealized +38.5%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized +8.4%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $3 Shares 25 Est. Cost $150.98 Unrealized -13.0%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,739 Est. Cost $1.69 Unrealized
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +101.8%
OUTSET MEDICAL INC. 0.0%
Value ($000) $3 Shares 280 Est. Cost $46.05 Unrealized
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 373 Est. Cost $8.44 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 590 Est. Cost $57.75 Unrealized -87.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +85.8%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
MASONITE INTERNATIONAL CORPORATION 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $3 Shares 380 Est. Cost $26.57 Unrealized -59.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $250.00 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $194.31 Unrealized -27.3%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.93 Unrealized +5.0%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
PPL PPL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.90 Unrealized +3.9%
CHGG CHEGG INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $79.46 Unrealized -87.7%
JD JD.COM INC.-ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $45.45 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +72.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +33.5%
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 +0.4%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $2 Shares 880 Est. Cost $9.45 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -52.4%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -63.9%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $2 Shares 12 Est. Cost $227.25 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $1 Shares 71 Est. Cost $34.48 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $1 Shares 130 Est. Cost $148.05 Unrealized -90.8%
KR KROGER COMPANY 0.0%
Value ($000) $1 Shares 32 Est. Cost $44.64 Unrealized 0.0%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +33.9%
AI C3.AI INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized +18.5%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized -1.2%
AFL AFLAC INC. 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.51 Unrealized +104.3%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 30 Est. Cost $91.53 Unrealized -56.1%
MASI MASIMO CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $110.93 Unrealized +4.9%
ZIM ZIM INTEGRATED SHIPPING SERVICES, LTD. 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.08 Unrealized -20.9%
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.15 Unrealized
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $1 Shares 230 Est. Cost $23.31 Unrealized -72.2%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +39.2%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $1 Shares 450 Est. Cost $4.20 Unrealized -52.2%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -4.3%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 100 Est. Cost $100.00 Unrealized
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -89.0%
BLNK BLINK CHARGING CO. - COMMON STOCK 0.0%
Value ($000) $1 Shares 184 Est. Cost $20.49 Unrealized -75.5%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $0 Shares 14 Est. Cost $43.06 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
CHWY CHEWY INC. 0.0%
Value ($000) $0 Shares 25 Est. Cost $34.81 Unrealized -17.9%
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 -37.5%
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +74.4%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized