ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 9, 2024

Total Value ($000): $244,903 (100.0% shares, 0.0% debt)

Holdings (492)

SPY SPDR S & P 500 ETF TRUST 12.1%
Value ($000) $29,685 Shares 54,547 Est. Cost $242.65 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $15,327 Shares 72,772 Est. Cost $88.09 Unrealized +110.1%
NVDA NVIDIA CORP. 4.7%
Value ($000) $11,520 Shares 93,250 Est. Cost $92.19 Unrealized +9.6%
MSFT MICROSOFT CORP 4.5%
Value ($000) $10,923 Shares 24,440 Est. Cost $39.98 Unrealized +943.6%
AMZN AMAZON. COM, INC 2.9%
Value ($000) $7,120 Shares 36,844 Est. Cost $121.13 Unrealized +51.7%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.4%
Value ($000) $5,840 Shares 10,915 Est. Cost $236.98 Unrealized
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $4,948 Shares 30,005 Est. Cost $63.29 Unrealized +148.4%
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $4,592 Shares 22,702 Est. Cost $68.00 Unrealized +178.2%
LLY ELI LILLY & CO 1.7%
Value ($000) $4,153 Shares 4,587 Est. Cost $89.08 Unrealized +787.9%
TIP ISHARES TIPS BOND ETF 1.7%
Value ($000) $4,127 Shares 38,652 Est. Cost $113.23 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.6%
Value ($000) $3,952 Shares 37,051 Est. Cost $81.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.5%
Value ($000) $3,724 Shares 9,155 Est. Cost $170.34 Unrealized +139.9%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $3,664 Shares 25,067 Est. Cost $71.70 Unrealized +97.3%
PEP PEPSICO INC 1.5%
Value ($000) $3,565 Shares 21,614 Est. Cost $61.35 Unrealized +164.6%
HD HOME DEPOT INC 1.4%
Value ($000) $3,428 Shares 9,958 Est. Cost $102.51 Unrealized +219.5%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.4%
Value ($000) $3,403 Shares 35,061 Est. Cost $113.10 Unrealized
MCD MCDONALDS CORP 1.3%
Value ($000) $3,068 Shares 12,038 Est. Cost $88.67 Unrealized +187.6%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,944 Shares 8,838 Est. Cost $87.92 Unrealized +285.2%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,875 Shares 24,971 Est. Cost $58.74 Unrealized +87.4%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,798 Shares 5,991 Est. Cost $178.54 Unrealized +147.3%
ABBV ABBVIE INC. 1.1%
Value ($000) $2,734 Shares 15,939 Est. Cost $55.55 Unrealized +182.9%
VTHR ETF VANGUARD RUSSELL 3000 1.1%
Value ($000) $2,708 Shares 11,304 Est. Cost $141.85 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $2,648 Shares 5,252 Est. Cost $150.96 Unrealized +220.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.0%
Value ($000) $2,505 Shares 6,873 Est. Cost $217.34 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value ($000) $2,427 Shares 15,515 Est. Cost $82.31 Unrealized +80.3%
WM WASTE MANAGEMENT INC NEW 0.9%
Value ($000) $2,315 Shares 10,852 Est. Cost $40.96 Unrealized +395.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.9%
Value ($000) $2,221 Shares 9,819 Est. Cost $108.78 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $2,021 Shares 10,149 Est. Cost $63.21 Unrealized +188.5%
KO COCA COLA CO 0.8%
Value ($000) $2,007 Shares 31,535 Est. Cost $34.43 Unrealized +71.0%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $1,969 Shares 27,806 Est. Cost $53.96 Unrealized +25.3%
AMAT APPLIED MATL INC 0.8%
Value ($000) $1,953 Shares 8,277 Est. Cost $84.59 Unrealized +149.9%
WMT WALMART INC 0.7%
Value ($000) $1,664 Shares 24,578 Est. Cost $47.03 Unrealized +31.8%
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $1,645 Shares 4,397 Est. Cost $217.36 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $1,616 Shares 52,187 Est. Cost $22.42 Unrealized +45.0%
CSCO CISCO SYSTEMS INC. 0.7%
Value ($000) $1,612 Shares 33,946 Est. Cost $26.68 Unrealized +69.7%
PFE PFIZER INC 0.6%
Value ($000) $1,546 Shares 55,267 Est. Cost $29.76 Unrealized -16.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,499 Shares 36,357 Est. Cost $32.34 Unrealized +12.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,493 Shares 5,580 Est. Cost $157.98 Unrealized
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,483 Shares 5,610 Est. Cost $76.55 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $1,474 Shares 8,525 Est. Cost $118.91 Unrealized +39.5%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,453 Shares 6,000 Est. Cost $154.44 Unrealized
PSX PHILLIPS 66 0.6%
Value ($000) $1,437 Shares 10,182 Est. Cost $61.04 Unrealized +128.7%
SYK STRYKER CORP 0.6%
Value ($000) $1,412 Shares 4,150 Est. Cost $111.83 Unrealized +198.1%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,373 Shares 1,615 Est. Cost $184.00 Unrealized +320.6%
MRK MERCK & CO., INC 0.6%
Value ($000) $1,373 Shares 11,087 Est. Cost $49.83 Unrealized +144.3%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,328 Shares 13,683 Est. Cost $52.05 Unrealized +71.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,311 Shares 2,574 Est. Cost $262.36 Unrealized +80.3%
V VISA INC - CLASS A SHARES 0.5%
Value ($000) $1,299 Shares 4,949 Est. Cost $147.46 Unrealized +83.7%
SO SOUTHERN CO 0.5%
Value ($000) $1,259 Shares 16,231 Est. Cost $37.11 Unrealized +93.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,222 Shares 12,306 Est. Cost $71.77 Unrealized +47.0%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,210 Shares 8,569 Est. Cost $57.17 Unrealized +113.9%
MET METLIFE INC 0.5%
Value ($000) $1,170 Shares 16,675 Est. Cost $40.06 Unrealized +70.1%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,145 Shares 27,566 Est. Cost $35.11 Unrealized +16.8%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,124 Shares 5,679 Est. Cost $232.27 Unrealized -24.8%
DHR DANAHER CORP 0.4%
Value ($000) $1,052 Shares 4,211 Est. Cost $108.85 Unrealized +129.9%
BLACKROCK INC 0.4%
Value ($000) $1,038 Shares 1,319 Est. Cost $557.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $984 Shares 6,065 Est. Cost $93.09 Unrealized +72.8%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $960 Shares 4,022 Est. Cost $46.36 Unrealized +410.3%
ACN ACCENTURE PLC 0.4%
Value ($000) $919 Shares 3,030 Est. Cost $104.35 Unrealized +186.9%
CSX CSX CORPORATION 0.4%
Value ($000) $914 Shares 27,327 Est. Cost $24.43 Unrealized +35.6%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $901 Shares 11,508 Est. Cost $69.45 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $895 Shares 8,609 Est. Cost $54.77 Unrealized +88.0%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $893 Shares 2,859 Est. Cost $175.70 Unrealized +59.0%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $876 Shares 3,019 Est. Cost $143.09 Unrealized +98.5%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $823 Shares 5,249 Est. Cost $71.21 Unrealized +115.6%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $813 Shares 20,438 Est. Cost $26.46 Unrealized +39.2%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.3%
Value ($000) $789 Shares 38,893 Est. Cost $20.07 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $765 Shares 3,584 Est. Cost $152.81 Unrealized +20.3%
TGT TARGET CORP 0.3%
Value ($000) $744 Shares 5,024 Est. Cost $77.70 Unrealized +90.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $713 Shares 12,074 Est. Cost $55.14 Unrealized +6.1%
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $703 Shares 2,696 Est. Cost $217.72 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $683 Shares 3,917 Est. Cost $156.52 Unrealized
T AT&T INC. 0.3%
Value ($000) $672 Shares 35,156 Est. Cost $13.25 Unrealized +21.9%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $671 Shares 3,045 Est. Cost $72.76 Unrealized +204.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $658 Shares 4,515 Est. Cost $141.54 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $637 Shares 10,892 Est. Cost $95.97 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $625 Shares 6,858 Est. Cost $88.46 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $612 Shares 14,896 Est. Cost $36.57 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $610 Shares 904 Est. Cost $36.36 Unrealized +71.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $609 Shares 7,108 Est. Cost $73.06 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $596 Shares 1,073 Est. Cost $339.68 Unrealized +42.6%
CALF PACER SMALL CAP ETF 0.2%
Value ($000) $563 Shares 12,917 Est. Cost $47.32 Unrealized
C CITIGROUP INC. 0.2%
Value ($000) $558 Shares 8,801 Est. Cost $49.84 Unrealized +17.8%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $549 Shares 4,982 Est. Cost $49.57 Unrealized +116.8%
AROW ARROW FINANCIAL CORPORATION 0.2%
Value ($000) $549 Shares 21,074 Est. Cost $27.02 Unrealized -17.6%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $547 Shares 1,465 Est. Cost $162.10 Unrealized +134.7%
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $540 Shares 2,780 Est. Cost $118.62 Unrealized +48.6%
MS MORGAN STANLEY 0.2%
Value ($000) $527 Shares 5,421 Est. Cost $59.85 Unrealized +51.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $511 Shares 2,980 Est. Cost $89.87 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $501 Shares 2,163 Est. Cost $91.83 Unrealized +147.5%
NKE NIKE, INC 0.2%
Value ($000) $495 Shares 6,562 Est. Cost $75.07 Unrealized +19.5%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $464 Shares 10,929 Est. Cost $26.39 Unrealized +42.9%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $464 Shares 4,627 Est. Cost $81.70 Unrealized +15.4%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.2%
Value ($000) $464 Shares 20,460 Est. Cost $22.71 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.2%
Value ($000) $458 Shares 21,534 Est. Cost $21.28 Unrealized
GLW CORNING INC 0.2%
Value ($000) $454 Shares 11,695 Est. Cost $18.03 Unrealized +86.8%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $442 Shares 421 Est. Cost $525.27 Unrealized +83.5%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value ($000) $437 Shares 17,624 Est. Cost $24.80 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $433 Shares 8,763 Est. Cost $43.96 Unrealized
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $424 Shares 5,881 Est. Cost $84.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $417 Shares 3,561 Est. Cost $75.67 Unrealized +41.1%
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.2%
Value ($000) $410 Shares 17,299 Est. Cost $23.73 Unrealized
DOW DOW INC. 0.2%
Value ($000) $397 Shares 7,483 Est. Cost $43.04 Unrealized +19.0%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $386 Shares 2,824 Est. Cost $101.76 Unrealized +27.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $382 Shares 1,455 Est. Cost $265.31 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.2%
Value ($000) $381 Shares 16,007 Est. Cost $23.82 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $365 Shares 3,575 Est. Cost $87.24 Unrealized +8.1%
NUE NUCOR 0.1%
Value ($000) $365 Shares 2,310 Est. Cost $39.16 Unrealized +331.5%
KMB KIMBERLY CLARK 0.1%
Value ($000) $350 Shares 2,532 Est. Cost $81.39 Unrealized +53.9%
CRM SALESFORCE, INC. 0.1%
Value ($000) $345 Shares 1,341 Est. Cost $180.01 Unrealized +47.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $341 Shares 2,981 Est. Cost $53.12 Unrealized +117.2%
BA BOEING 0.1%
Value ($000) $341 Shares 1,872 Est. Cost $140.44 Unrealized +26.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $305 Shares 700 Est. Cost $281.73 Unrealized +57.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $294 Shares 1,448 Est. Cost $144.80 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $293 Shares 2,407 Est. Cost $110.73 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $292 Shares 7,463 Est. Cost $35.93 Unrealized +3.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $289 Shares 3,569 Est. Cost $76.65 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $286 Shares 648 Est. Cost $162.08 Unrealized +178.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $282 Shares 4,478 Est. Cost $17.40 Unrealized +246.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $281 Shares 1,308 Est. Cost $148.59 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $281 Shares 1,203 Est. Cost $128.28 Unrealized +77.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $272 Shares 1,489 Est. Cost $149.98 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $269 Shares 3,452 Est. Cost $38.49 Unrealized +102.8%
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $268 Shares 4,074 Est. Cost $106.41 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $262 Shares 874 Est. Cost $208.93 Unrealized +20.5%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $260 Shares 1,009 Est. Cost $235.44 Unrealized +3.0%
D DOMINION ENERGY, INC. 0.1%
Value ($000) $257 Shares 5,248 Est. Cost $50.57 Unrealized -6.8%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $247 Shares 2,195 Est. Cost $96.76 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $239 Shares 1,008 Est. Cost $124.84 Unrealized +89.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $234 Shares 499 Est. Cost $254.47 Unrealized +70.6%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $228 Shares 6,397 Est. Cost $33.49 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $228 Shares 2,248 Est. Cost $69.69 Unrealized +31.0%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $227 Shares 5,190 Est. Cost $41.43 Unrealized
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $224 Shares 6,100 Est. Cost $48.87 Unrealized -15.1%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $220 Shares 1,270 Est. Cost $58.95 Unrealized +204.6%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $220 Shares 2,283 Est. Cost $48.74 Unrealized +92.3%
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.1%
Value ($000) $215 Shares 8,747 Est. Cost $24.59 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $213 Shares 770 Est. Cost $97.00 Unrealized +184.7%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $211 Shares 3,843 Est. Cost $63.22 Unrealized -10.4%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $207 Shares 355 Est. Cost $105.47 Unrealized +424.0%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $203 Shares 7,011 Est. Cost $24.15 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $198 Shares 876 Est. Cost $174.55 Unrealized +29.2%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $193 Shares 10,800 Est. Cost $9.03 Unrealized
ISHARES IBONDS DEC 2025 CORP-ETF 0.1%
Value ($000) $191 Shares 7,689 Est. Cost $24.75 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $186 Shares 1,460 Est. Cost $103.32 Unrealized
ISHARES IBONDS DEC 2024 CORP EFT 0.1%
Value ($000) $181 Shares 7,222 Est. Cost $24.91 Unrealized
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $176 Shares 3,200 Est. Cost $48.66 Unrealized +10.8%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $173 Shares 1,587 Est. Cost $79.49 Unrealized +33.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $171 Shares 505 Est. Cost $114.39 Unrealized +30.8%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $170 Shares 993 Est. Cost $158.10 Unrealized 0.0%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $163 Shares 3,580 Est. Cost $28.07 Unrealized +39.3%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $162 Shares 4,200 Est. Cost $34.52 Unrealized
GIS GENERAL MILLS, INC 0.1%
Value ($000) $162 Shares 2,554 Est. Cost $35.24 Unrealized +82.9%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $158 Shares 5,100 Est. Cost $15.27 Unrealized +85.5%
MPLX MPLX LP 0.1%
Value ($000) $158 Shares 3,700 Est. Cost $30.00 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $157 Shares 1,930 Est. Cost $56.93 Unrealized +29.8%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $157 Shares 1,300 Est. Cost $112.22 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $156 Shares 1,312 Est. Cost $94.19 Unrealized
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.1%
Value ($000) $150 Shares 2,145 Est. Cost $54.18 Unrealized +28.6%
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.1%
Value ($000) $148 Shares 5,868 Est. Cost $25.35 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $146 Shares 2,130 Est. Cost $49.80 Unrealized +26.8%
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $146 Shares 400 Est. Cost $208.00 Unrealized +76.8%
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $145 Shares 2,000 Est. Cost $78.33 Unrealized -11.5%
ETN EATON CORP PLC 0.1%
Value ($000) $137 Shares 437 Est. Cost $129.30 Unrealized +145.4%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $129 Shares 2,728 Est. Cost $48.54 Unrealized -2.7%
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $129 Shares 1,390 Est. Cost $93.05 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $128 Shares 630 Est. Cost $75.37 Unrealized +177.2%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.0%
Value ($000) $121 Shares 1,251 Est. Cost $117.01 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $120 Shares 1,087 Est. Cost $55.82 Unrealized +76.7%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $118 Shares 465 Est. Cost $61.12 Unrealized +332.6%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $117 Shares 640 Est. Cost $98.39 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $115 Shares 1,754 Est. Cost $31.50 Unrealized +106.9%
MKC MCCORMICK & CO. 0.0%
Value ($000) $114 Shares 1,600 Est. Cost $57.49 Unrealized +21.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $112 Shares 1,010 Est. Cost $95.05 Unrealized +11.0%
EXC EXELON CORP 0.0%
Value ($000) $106 Shares 3,059 Est. Cost $26.65 Unrealized +30.3%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $106 Shares 1,291 Est. Cost $99.30 Unrealized
YUM YUM BRANDS INC. 0.0%
Value ($000) $103 Shares 780 Est. Cost $53.12 Unrealized +150.9%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $103 Shares 270 Est. Cost $209.85 Unrealized +57.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $103 Shares 642 Est. Cost $159.26 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $102 Shares 1,714 Est. Cost $40.23 Unrealized +41.4%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $101 Shares 3,810 Est. Cost $17.93 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $99 Shares 1,500 Est. Cost $73.33 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $96 Shares 600 Est. Cost $69.32 Unrealized +132.9%
HUBS HUBSPOT INC. 0.0%
Value ($000) $94 Shares 160 Est. Cost $170.70 Unrealized +259.3%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $92 Shares 859 Est. Cost $22.40 Unrealized +129.1%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $91 Shares 497 Est. Cost $183.93 Unrealized -0.0%
PHM PULTEGROUP, INC 0.0%
Value ($000) $90 Shares 815 Est. Cost $40.72 Unrealized +175.3%
SRE SEMPRA 0.0%
Value ($000) $89 Shares 1,170 Est. Cost $59.94 Unrealized +16.8%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $86 Shares 1,100 Est. Cost $73.13 Unrealized +11.2%
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $85 Shares 2,100 Est. Cost $31.72 Unrealized +12.9%
CLX CLOROX COMPANY 0.0%
Value ($000) $85 Shares 625 Est. Cost $100.10 Unrealized +31.3%
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $88.05 Unrealized -3.5%
ARISTA NETWORKS INC. 0.0%
Value ($000) $84 Shares 240 Est. Cost $162.99 Unrealized
GWW W.W. GRAINGER 0.0%
Value ($000) $84 Shares 93 Est. Cost $621.54 Unrealized +49.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $82 Shares 2,295 Est. Cost $31.18 Unrealized +3.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $31.82 Unrealized +18.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $79 Shares 768 Est. Cost $97.47 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $78 Shares 800 Est. Cost $58.36 Unrealized +54.6%
BP BP P.L.C. 0.0%
Value ($000) $78 Shares 2,160 Est. Cost $35.91 Unrealized
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $76 Shares 714 Est. Cost $102.02 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $76 Shares 3,383 Est. Cost $22.03 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $74 Shares 380 Est. Cost $98.63 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $74 Shares 250 Est. Cost $139.41 Unrealized +114.1%
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $73 Shares 490 Est. Cost $70.26 Unrealized +111.4%
KELLOGG COMPANY 0.0%
Value ($000) $73 Shares 1,267 Est. Cost $51.88 Unrealized +8.3%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $72 Shares 690 Est. Cost $81.67 Unrealized
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $70 Shares 500 Est. Cost $123.28 Unrealized +14.7%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $69 Shares 460 Est. Cost $21.34 Unrealized +462.2%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $51.33 Unrealized
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $68 Shares 1,200 Est. Cost $38.86 Unrealized +41.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $67 Shares 66 Est. Cost $685.76 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $67 Shares 800 Est. Cost $86.67 Unrealized -1.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $66 Shares 121 Est. Cost $401.43 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $66 Shares 300 Est. Cost $173.25 Unrealized +24.1%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $65 Shares 741 Est. Cost $62.95 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $65 Shares 335 Est. Cost $52.39 Unrealized +236.2%
SYY SYSCO CORPORATION 0.0%
Value ($000) $65 Shares 908 Est. Cost $64.98 Unrealized +9.5%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $63 Shares 59 Est. Cost $399.49 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $63 Shares 913 Est. Cost $68.51 Unrealized
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $62 Shares 2,800 Est. Cost $25.57 Unrealized -15.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $61 Shares 797 Est. Cost $40.64 Unrealized +80.1%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $61 Shares 352 Est. Cost $110.91 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $61 Shares 778 Est. Cost $56.88 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $61 Shares 1,500 Est. Cost $25.33 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 402 Est. Cost $74.49 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $60 Shares 887 Est. Cost $54.51 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $60 Shares 201 Est. Cost $228.93 Unrealized +33.3%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $59 Shares 1,050 Est. Cost $41.32 Unrealized +16.1%
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $58 Shares 2,400 Est. Cost $20.73 Unrealized +17.8%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $58 Shares 449 Est. Cost $66.56 Unrealized +81.7%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $58 Shares 440 Est. Cost $72.88 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $55 Shares 397 Est. Cost $98.80 Unrealized +38.9%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $55 Shares 1,312 Est. Cost $30.21 Unrealized +31.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $55 Shares 625 Est. Cost $84.20 Unrealized -1.9%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $54 Shares 500 Est. Cost $87.86 Unrealized +32.0%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $53 Shares 500 Est. Cost $97.39 Unrealized +13.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 694 Est. Cost $66.20 Unrealized
GATX GATX CORPORATION 0.0%
Value ($000) $53 Shares 400 Est. Cost $115.95 Unrealized +10.7%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $53 Shares 2,480 Est. Cost $20.15 Unrealized +5.6%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $52 Shares 516 Est. Cost $57.34 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $50 Shares 324 Est. Cost $94.51 Unrealized +55.1%
ARTY ISHARES TR ROBOTICS ARTIF 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $33.18 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF 0.0%
Value ($000) $50 Shares 900 Est. Cost $55.09 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $49 Shares 1,150 Est. Cost $42.34 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $47 Shares 2,900 Est. Cost $14.64 Unrealized
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $47 Shares 85 Est. Cost $548.38 Unrealized +3.9%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $12.00 Unrealized +149.4%
EWY ISHARES MSCI SOUTH KOREA CAPPED ETF 0.0%
Value ($000) $43 Shares 657 Est. Cost $70.18 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $43 Shares 469 Est. Cost $92.54 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $43 Shares 375 Est. Cost $99.26 Unrealized +6.7%
HUBG HUB GROUP INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $40.15 Unrealized +5.2%
VONG VANGUARD RUSSELL 1000 GROWTHETF 0.0%
Value ($000) $43 Shares 455 Est. Cost $93.81 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $41 Shares 3,300 Est. Cost $10.21 Unrealized +9.0%
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $41 Shares 500 Est. Cost $79.10 Unrealized +6.3%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $41 Shares 81 Est. Cost $257.92 Unrealized +104.6%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $41 Shares 50 Est. Cost $866.10 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $40 Shares 915 Est. Cost $59.99 Unrealized -34.3%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $40 Shares 199 Est. Cost $164.56 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $38 Shares 2,843 Est. Cost $15.42 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $37 Shares 265 Est. Cost $75.71 Unrealized +90.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $37 Shares 622 Est. Cost $39.81 Unrealized +40.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $37 Shares 1,083 Est. Cost $29.79 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $36 Shares 770 Est. Cost $37.29 Unrealized +23.3%
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $35 Shares 700 Est. Cost $43.83 Unrealized +2.5%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $34 Shares 79 Est. Cost $249.92 Unrealized +67.4%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $58.92 Unrealized -39.7%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $33 Shares 296 Est. Cost $111.05 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $33 Shares 2,900 Est. Cost $11.04 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $32 Shares 150 Est. Cost $222.85 Unrealized +0.6%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $32 Shares 250 Est. Cost $144.15 Unrealized +8.7%
LNC LINCOLN NATIONAL CORPORATION 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $27.56 Unrealized 0.0%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $31 Shares 289 Est. Cost $87.55 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $31 Shares 250 Est. Cost $6.80 Unrealized +334.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $30 Shares 562 Est. Cost $60.33 Unrealized -14.9%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $30 Shares 1,260 Est. Cost $27.75 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $29 Shares 770 Est. Cost $21.37 Unrealized +71.9%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $28 Shares 105 Est. Cost $188.09 Unrealized +28.7%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $28 Shares 570 Est. Cost $33.77 Unrealized +46.0%
BBY BEST BUY 0.0%
Value ($000) $27 Shares 325 Est. Cost $82.19 Unrealized -11.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $27 Shares 304 Est. Cost $50.28 Unrealized +74.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $24.33 Unrealized +7.8%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $28.98 Unrealized -17.9%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $26 Shares 385 Est. Cost $51.95 Unrealized
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $26 Shares 554 Est. Cost $43.93 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $26 Shares 125 Est. Cost $137.32 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $90.86 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $10.37 Unrealized +27.0%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $25 Shares 1,261 Est. Cost $15.20 Unrealized +16.6%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $25 Shares 80 Est. Cost $272.75 Unrealized +11.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $25 Shares 15 Est. Cost $1237.15 Unrealized +27.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $25 Shares 675 Est. Cost $21.83 Unrealized +57.2%
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $24 Shares 235 Est. Cost $97.86 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $24 Shares 120 Est. Cost $107.37 Unrealized +75.9%
TOTALENERGIES SE 0.0%
Value ($000) $23 Shares 351 Est. Cost $64.06 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $23 Shares 300 Est. Cost $65.60 Unrealized +20.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $23 Shares 51 Est. Cost $284.16 Unrealized +40.2%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $22 Shares 15 Est. Cost $167.00 Unrealized +673.9%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $34.75 Unrealized -51.3%
MDB MONGODB, INC. 0.0%
Value ($000) $22 Shares 88 Est. Cost $66.66 Unrealized +373.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $22 Shares 455 Est. Cost $42.29 Unrealized +15.4%
DLTR DOLLAR TREE, INC. 0.0%
Value ($000) $21 Shares 200 Est. Cost $100.42 Unrealized +17.6%
WIX WIX.COM LTD 0.0%
Value ($000) $20 Shares 128 Est. Cost $200.08 Unrealized -28.2%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.34 Unrealized +29.5%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $3.44 Unrealized +57.2%
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $19 Shares 1,550 Est. Cost $11.78 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $19 Shares 12 Est. Cost $995.94 Unrealized +55.9%
SIEGY SIEMENS AG 0.0%
Value ($000) $19 Shares 202 Est. Cost $71.89 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $213.46 Unrealized +1.8%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $18 Shares 105 Est. Cost $89.43 Unrealized +77.9%
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $18 Shares 118 Est. Cost $125.38 Unrealized +8.8%
ECL ECOLAB INC. 0.0%
Value ($000) $18 Shares 75 Est. Cost $179.54 Unrealized +26.5%
SNPS SYNOPSYS INC 0.0%
Value ($000) $17 Shares 29 Est. Cost $241.65 Unrealized +134.0%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 718 Est. Cost $23.82 Unrealized
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $17 Shares 600 Est. Cost $43.23 Unrealized -34.2%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $17 Shares 300 Est. Cost $45.82 Unrealized +17.1%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $17 Shares 100 Est. Cost $45.89 Unrealized +281.5%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $17 Shares 860 Est. Cost $52.21 Unrealized -60.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $16 Shares 100 Est. Cost $141.04 Unrealized
KINIKSA PHARMACEUTICALS LTD. -CLASS A 0.0%
Value ($000) $16 Shares 875 Est. Cost $10.95 Unrealized
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $16 Shares 320 Est. Cost $51.43 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $16 Shares 615 Est. Cost $18.38 Unrealized +72.0%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $16 Shares 65 Est. Cost $90.98 Unrealized +159.5%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $15 Shares 275 Est. Cost $68.95 Unrealized -20.5%
DEO DIAGEO PLC 0.0%
Value ($000) $15 Shares 117 Est. Cost $131.70 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $15 Shares 410 Est. Cost $32.08 Unrealized +10.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 340 Est. Cost $44.55 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $14 Shares 115 Est. Cost $103.01 Unrealized +18.6%
ZTS ZOETIS INC 0.0%
Value ($000) $14 Shares 82 Est. Cost $155.91 Unrealized +4.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $14 Shares 320 Est. Cost $34.81 Unrealized +9.4%
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $16.16 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $13 Shares 25 Est. Cost $312.70 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,150 Est. Cost $11.95 Unrealized
FROG JFROG LTD 0.0%
Value ($000) $13 Shares 345 Est. Cost $28.97 Unrealized +26.5%
NTAP NETAPP, INC. 0.0%
Value ($000) $13 Shares 100 Est. Cost $26.74 Unrealized +306.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $92.47 Unrealized +167.7%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $46.43 Unrealized +125.9%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $13 Shares 361 Est. Cost $33.24 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 235 Est. Cost $130.95 Unrealized -56.9%
INTU INTUIT INC 0.0%
Value ($000) $12 Shares 19 Est. Cost $475.12 Unrealized +29.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 262 Est. Cost $72.52 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $12 Shares 50 Est. Cost $230.34 Unrealized -2.5%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $10.64 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $12 Shares 165 Est. Cost $56.49 Unrealized +28.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $12 Shares 190 Est. Cost $60.59 Unrealized +2.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $12 Shares 40 Est. Cost $260.77 Unrealized +28.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $11 Shares 155 Est. Cost $22.69 Unrealized +197.3%
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 -18.5%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $11 Shares 51 Est. Cost $182.83 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $11 Shares 207 Est. Cost $22.94 Unrealized +121.1%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $11 Shares 278 Est. Cost $36.47 Unrealized
SIX FLAGS ENTERTAINMENT CORPORATION 0.0%
Value ($000) $10 Shares 315 Est. Cost $44.44 Unrealized
DVA DAVITA INC. 0.0%
Value ($000) $10 Shares 75 Est. Cost $83.84 Unrealized +64.4%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $10 Shares 900 Est. Cost $14.62 Unrealized -12.4%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $10 Shares 66 Est. Cost $112.47 Unrealized +20.5%
IDX VANECK INDONESIA INDEX ETF 0.0%
Value ($000) $10 Shares 627 Est. Cost $16.23 Unrealized
IJK ISHARES S&P M-D-CAP 400 GROWTH ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $88.11 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $10 Shares 165 Est. Cost $115.58 Unrealized -44.7%
FRPT FRESHPET INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $53.26 Unrealized +125.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $120.17 Unrealized -54.2%
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $134.94 Unrealized +60.8%
TTC TORO CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.59 Unrealized +3.0%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.85 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $9 Shares 60 Est. Cost $79.99 Unrealized +89.6%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -12.2%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.38 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $9 Shares 330 Est. Cost $26.44 Unrealized +38.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $9 Shares 77 Est. Cost $104.30 Unrealized +11.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $297.04 Unrealized +42.6%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.07 Unrealized +40.9%
APPN APPIAN CORPORATION 0.0%
Value ($000) $9 Shares 280 Est. Cost $67.20 Unrealized -51.2%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -10.0%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $8 Shares 925 Est. Cost $10.31 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $8 Shares 10 Est. Cost $510.90 Unrealized +42.6%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $8 Shares 340 Est. Cost $37.50 Unrealized
FNB F.N.B. CORPORATION 0.0%
Value ($000) $8 Shares 550 Est. Cost $10.26 Unrealized +24.5%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $37.21 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.68 Unrealized +53.0%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.55 Unrealized +10.2%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $7 Shares 272 Est. Cost $17.81 Unrealized +26.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.65 Unrealized -3.8%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $7 Shares 585 Est. Cost $3.70 Unrealized +126.7%
PLD PROLOGIS, INC. 0.0%
Value ($000) $7 Shares 58 Est. Cost $108.70 Unrealized -3.9%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $50.76 Unrealized +40.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $6 Shares 75 Est. Cost $73.27 Unrealized
TWLO TWILIO INC. - A 0.0%
Value ($000) $6 Shares 113 Est. Cost $152.36 Unrealized -61.3%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $6 Shares 270 Est. Cost $209.45 Unrealized -89.3%
ALLE ALLEGION PLC 0.0%
Value ($000) $6 Shares 52 Est. Cost $100.05 Unrealized +21.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $18.20 Unrealized +75.4%
WT WISDOMTREE INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.87 Unrealized -13.4%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $6 Shares 54 Est. Cost $127.17 Unrealized -0.2%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $214.25 Unrealized -72.6%
TXT TEXTRON INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $49.13 Unrealized +80.9%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $6 Shares 165 Est. Cost $54.04 Unrealized -32.8%
W WAYFAIR INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $265.47 Unrealized -77.6%
CUBE CUBESMART COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $50.28 Unrealized
DCBO DOCEBO INC. 0.0%
Value ($000) $5 Shares 135 Est. Cost $59.75 Unrealized -31.3%
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +190.0%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $5 Shares 17 Est. Cost $403.47 Unrealized -32.4%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $5 Shares 264 Est. Cost $20.12 Unrealized
ZUORA INC 0.0%
Value ($000) $5 Shares 494 Est. Cost $14.17 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $5 Shares 65 Est. Cost $47.38 Unrealized +84.6%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $5 Shares 1,565 Est. Cost $6.55 Unrealized -58.1%
CLPT CLEARPOINT NEURO INC. 0.0%
Value ($000) $5 Shares 880 Est. Cost $11.57 Unrealized -50.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +74.5%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $5 Shares 97 Est. Cost $40.15 Unrealized +22.6%
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +51.0%
RHP RYMAN HOSPITALITY PROPERTIES(REIT) 0.0%
Value ($000) $4 Shares 45 Est. Cost $118.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.55 Unrealized -2.5%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $145.09 Unrealized
MGM MGM MIRAGE 0.0%
Value ($000) $4 Shares 97 Est. Cost $43.73 Unrealized -4.4%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $4 Shares 955 Est. Cost $11.44 Unrealized -52.3%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $35.89 Unrealized
ONTF ON24 INC. 0.0%
Value ($000) $4 Shares 675 Est. Cost $16.40 Unrealized -61.3%
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $4 Shares 682 Est. Cost $3.96 Unrealized +38.6%
CORECARD CORPORATION 0.0%
Value ($000) $4 Shares 265 Est. Cost $32.82 Unrealized
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $76.05 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $59.38 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $4 Shares 21 Est. Cost $152.55 Unrealized +13.5%
CFLT CONFLUENT INC. CLASS A COMMON STOCK 0.0%
Value ($000) $4 Shares 123 Est. Cost $24.16 Unrealized +18.9%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $4 Shares 103 Est. Cost $36.36 Unrealized
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized -16.8%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $4 Shares 134 Est. Cost $17.88 Unrealized +39.9%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $197.24 Unrealized -87.8%
PLUG PLUG POWER INC. 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $12.27 Unrealized -76.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +93.2%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $55.44 Unrealized -58.0%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.79 Unrealized +8.3%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $3 Shares 327 Est. Cost $203.34 Unrealized -94.0%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $3 Shares 224 Est. Cost $12.18 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $3 Shares 505 Est. Cost $15.68 Unrealized
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.27 Unrealized +12.5%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 380 Est. Cost $8.42 Unrealized
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $3 Shares 450 Est. Cost $4.20 Unrealized +57.1%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $3 Shares 76 Est. Cost $36.95 Unrealized -3.6%
CB CHUBB LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $241.21 Unrealized +4.8%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.04 Unrealized +36.1%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +16.0%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $3 Shares 390 Est. Cost $7.32 Unrealized -4.0%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized -9.1%
THRY THRYV HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.79 Unrealized +13.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $215.02 Unrealized +131.2%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $3 Shares 320 Est. Cost $28.01 Unrealized -62.6%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.93 Unrealized -14.6%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +62.6%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $2 Shares 690 Est. Cost $50.16 Unrealized -92.9%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $2 Shares 310 Est. Cost $27.58 Unrealized -64.5%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 135 Est. Cost $15.88 Unrealized
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 344 Est. Cost $8.44 Unrealized -19.0%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -87.2%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.21 Unrealized +6.2%
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.37 Unrealized +5.9%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +43.9%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -49.9%
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 -54.7%
JD JD.COM INC.-ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $45.45 Unrealized
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -78.0%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.64 Unrealized +16.6%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $31.19 Unrealized +29.3%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +18.7%
AI C3.AI INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -8.8%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +42.5%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $1 Shares 370 Est. Cost $4.75 Unrealized +4.6%
OUTSET MEDICAL INC. 0.0%
Value ($000) $1 Shares 280 Est. Cost $46.05 Unrealized
CMBM CAMBIUM NETWORKS CORPORATION 0.0%
Value ($000) $1 Shares 380 Est. Cost $26.57 Unrealized -86.8%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +53.3%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -92.6%
CHGG CHEGG INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $79.46 Unrealized -93.7%
CHWY CHEWY INC. 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.81 Unrealized -45.3%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.87 Unrealized -26.8%
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1 Shares 1,739 Est. Cost $1.69 Unrealized
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.06 Unrealized
FTHM FATHOM HOLDINGS INC. 0.0%
Value ($000) $0 Shares 230 Est. Cost $23.31 Unrealized -92.9%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -37.8%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -89.9%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +132.1%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $44.44 Unrealized