ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $259,621 (100.0% shares, 0.0% debt)

Holdings (489)

SPY SPDR S & P 500 ETF TRUST 12.1%
Value ($000) $31,536 Shares 54,964 Est. Cost $242.65 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $16,867 Shares 72,392 Est. Cost $88.09 Unrealized +152.0%
NVDA NVIDIA CORP. 4.2%
Value ($000) $10,954 Shares 90,201 Est. Cost $92.19 Unrealized +28.1%
MSFT MICROSOFT CORP 4.1%
Value ($000) $10,530 Shares 24,471 Est. Cost $39.98 Unrealized +958.2%
AMZN AMAZON. COM, INC 2.7%
Value ($000) $6,884 Shares 36,944 Est. Cost $121.13 Unrealized +50.6%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.4%
Value ($000) $6,135 Shares 10,770 Est. Cost $236.98 Unrealized
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $5,179 Shares 29,901 Est. Cost $63.29 Unrealized +159.5%
JPM JPMORGAN CHASE & CO COM 1.8%
Value ($000) $4,789 Shares 22,714 Est. Cost $68.00 Unrealized +201.4%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.6%
Value ($000) $4,218 Shares 36,066 Est. Cost $81.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.6%
Value ($000) $4,213 Shares 9,154 Est. Cost $170.34 Unrealized +159.6%
TIP ISHARES TIPS BOND ETF 1.6%
Value ($000) $4,203 Shares 38,044 Est. Cost $113.23 Unrealized
LLY ELI LILLY & CO 1.6%
Value ($000) $4,148 Shares 4,682 Est. Cost $105.34 Unrealized +745.2%
HD HOME DEPOT INC 1.6%
Value ($000) $4,043 Shares 9,977 Est. Cost $102.51 Unrealized +244.0%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,018 Shares 24,795 Est. Cost $71.70 Unrealized +112.9%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,673 Shares 12,061 Est. Cost $88.67 Unrealized +200.8%
VTHR ETF VANGUARD RUSSELL 3000 1.4%
Value ($000) $3,628 Shares 14,302 Est. Cost $165.29 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $3,624 Shares 21,310 Est. Cost $61.35 Unrealized +165.5%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3,480 Shares 5,954 Est. Cost $178.54 Unrealized +189.2%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.3%
Value ($000) $3,404 Shares 33,616 Est. Cost $113.10 Unrealized
CAT CATERPILLAR INC 1.2%
Value ($000) $3,221 Shares 8,235 Est. Cost $87.92 Unrealized +285.2%
ABBV ABBVIE INC. 1.2%
Value ($000) $3,207 Shares 16,240 Est. Cost $57.83 Unrealized +209.0%
META META PLATFORMS INC 1.2%
Value ($000) $2,993 Shares 5,228 Est. Cost $150.96 Unrealized +239.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,955 Shares 25,209 Est. Cost $58.74 Unrealized +87.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $2,939 Shares 7,829 Est. Cost $236.64 Unrealized
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,334 Shares 27,609 Est. Cost $53.96 Unrealized +38.7%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $2,269 Shares 15,405 Est. Cost $82.31 Unrealized +70.0%
XLK TECHNOLOGY SELECT SECT SPDR 0.9%
Value ($000) $2,261 Shares 10,013 Est. Cost $111.04 Unrealized
WM WASTE MANAGEMENT INC NEW 0.9%
Value ($000) $2,238 Shares 10,781 Est. Cost $40.96 Unrealized +398.7%
KO COCA COLA CO 0.9%
Value ($000) $2,236 Shares 31,114 Est. Cost $34.43 Unrealized +90.7%
WMT WALMART INC 0.8%
Value ($000) $1,991 Shares 24,656 Est. Cost $47.03 Unrealized +54.1%
IBM INTL BUSINESS MACHINES 0.7%
Value ($000) $1,877 Shares 8,490 Est. Cost $118.91 Unrealized +58.9%
CSCO CISCO SYSTEMS INC. 0.7%
Value ($000) $1,851 Shares 34,788 Est. Cost $27.17 Unrealized +72.2%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,733 Shares 10,189 Est. Cost $63.21 Unrealized +170.8%
AMAT APPLIED MATL INC 0.7%
Value ($000) $1,691 Shares 8,369 Est. Cost $85.89 Unrealized +135.6%
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $1,688 Shares 4,397 Est. Cost $217.36 Unrealized
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,593 Shares 6,038 Est. Cost $154.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,580 Shares 5,580 Est. Cost $157.98 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,562 Shares 53,992 Est. Cost $29.76 Unrealized -10.3%
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,511 Shares 5,460 Est. Cost $76.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,495 Shares 2,557 Est. Cost $262.36 Unrealized +109.0%
SYK STRYKER CORP 0.6%
Value ($000) $1,475 Shares 4,082 Est. Cost $111.83 Unrealized +204.4%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $1,472 Shares 8,636 Est. Cost $57.17 Unrealized +150.2%
SO SOUTHERN CO 0.6%
Value ($000) $1,447 Shares 16,045 Est. Cost $37.11 Unrealized +120.0%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,416 Shares 1,597 Est. Cost $184.00 Unrealized +368.4%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,401 Shares 13,499 Est. Cost $52.05 Unrealized +90.1%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,393 Shares 26,927 Est. Cost $35.11 Unrealized +24.3%
V VISA INC - CLASS A SHARES 0.5%
Value ($000) $1,377 Shares 5,007 Est. Cost $148.86 Unrealized +79.8%
PSX PHILLIPS 66 0.5%
Value ($000) $1,318 Shares 10,025 Est. Cost $61.04 Unrealized +110.4%
MET METLIFE INC 0.5%
Value ($000) $1,315 Shares 15,940 Est. Cost $40.06 Unrealized +79.4%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,266 Shares 28,188 Est. Cost $32.34 Unrealized +18.7%
BLACKROCK INC 0.5%
Value ($000) $1,251 Shares 1,318 Est. Cost $557.04 Unrealized
MRK MERCK & CO., INC 0.5%
Value ($000) $1,237 Shares 10,891 Est. Cost $49.83 Unrealized +126.7%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,229 Shares 4,697 Est. Cost $232.27 Unrealized -1.8%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.5%
Value ($000) $1,186 Shares 55,942 Est. Cost $20.42 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $1,171 Shares 4,211 Est. Cost $108.85 Unrealized +141.1%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $1,125 Shares 11,691 Est. Cost $71.77 Unrealized +26.2%
INTC INTEL CORP 0.4%
Value ($000) $1,114 Shares 47,517 Est. Cost $22.42 Unrealized +11.0%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,066 Shares 3,853 Est. Cost $46.36 Unrealized +446.7%
ACN ACCENTURE PLC 0.4%
Value ($000) $1,064 Shares 3,010 Est. Cost $104.35 Unrealized +209.3%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,009 Shares 6,149 Est. Cost $93.89 Unrealized +61.8%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.4%
Value ($000) $1,004 Shares 42,731 Est. Cost $23.12 Unrealized
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $1,001 Shares 11,974 Est. Cost $70.00 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $976 Shares 8,561 Est. Cost $54.77 Unrealized +95.5%
CSX CSX CORPORATION 0.4%
Value ($000) $936 Shares 27,115 Est. Cost $24.43 Unrealized +36.0%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $931 Shares 2,890 Est. Cost $177.18 Unrealized +76.8%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $907 Shares 3,001 Est. Cost $143.09 Unrealized +100.2%
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.3%
Value ($000) $903 Shares 40,752 Est. Cost $21.70 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $890 Shares 4,687 Est. Cost $161.98 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.3%
Value ($000) $876 Shares 34,308 Est. Cost $25.15 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $875 Shares 3,566 Est. Cost $224.48 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $798 Shares 2,946 Est. Cost $72.76 Unrealized +224.6%
TGT TARGET CORP 0.3%
Value ($000) $773 Shares 4,960 Est. Cost $77.70 Unrealized +81.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $738 Shares 4,789 Est. Cost $142.26 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $730 Shares 3,534 Est. Cost $152.81 Unrealized +23.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $709 Shares 11,272 Est. Cost $55.14 Unrealized +0.1%
VLO VALERO ENERGY NEW 0.3%
Value ($000) $703 Shares 5,207 Est. Cost $71.21 Unrealized +95.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $688 Shares 7,835 Est. Cost $88.38 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $688 Shares 15,180 Est. Cost $36.73 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $679 Shares 10,892 Est. Cost $95.97 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $643 Shares 907 Est. Cost $36.36 Unrealized +83.9%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $643 Shares 7,112 Est. Cost $73.06 Unrealized
T AT&T INC. 0.2%
Value ($000) $638 Shares 28,997 Est. Cost $13.25 Unrealized +41.7%
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.2%
Value ($000) $638 Shares 26,185 Est. Cost $23.94 Unrealized
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $602 Shares 1,443 Est. Cost $162.10 Unrealized +127.8%
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $600 Shares 2,582 Est. Cost $118.62 Unrealized +77.7%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $582 Shares 2,148 Est. Cost $91.83 Unrealized +166.9%
MS MORGAN STANLEY 0.2%
Value ($000) $565 Shares 5,421 Est. Cost $59.85 Unrealized +61.9%
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.2%
Value ($000) $550 Shares 22,625 Est. Cost $23.95 Unrealized
CALF PACER SMALL CAP ETF 0.2%
Value ($000) $544 Shares 11,691 Est. Cost $47.32 Unrealized
C CITIGROUP INC. 0.2%
Value ($000) $544 Shares 8,685 Est. Cost $49.84 Unrealized +19.2%
ADBE ADOBE INC 0.2%
Value ($000) $536 Shares 1,035 Est. Cost $339.68 Unrealized +61.5%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $525 Shares 4,555 Est. Cost $81.70 Unrealized +29.6%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $520 Shares 2,980 Est. Cost $89.87 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $514 Shares 12,947 Est. Cost $26.46 Unrealized +46.5%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $497 Shares 10,889 Est. Cost $26.39 Unrealized +58.2%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $496 Shares 4,535 Est. Cost $49.57 Unrealized +112.0%
MMM 3M CO COM 0.2%
Value ($000) $486 Shares 3,555 Est. Cost $87.24 Unrealized +36.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $463 Shares 8,763 Est. Cost $43.96 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $453 Shares 431 Est. Cost $538.76 Unrealized +105.4%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.2%
Value ($000) $442 Shares 5,881 Est. Cost $84.04 Unrealized
NKE NIKE, INC 0.2%
Value ($000) $435 Shares 4,916 Est. Cost $75.07 Unrealized +1.2%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $427 Shares 3,523 Est. Cost $75.67 Unrealized +46.1%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $400 Shares 6,917 Est. Cost $50.71 Unrealized +0.9%
DOW DOW INC. 0.2%
Value ($000) $394 Shares 7,218 Est. Cost $43.04 Unrealized +11.3%
CRM SALESFORCE, INC. 0.2%
Value ($000) $392 Shares 1,432 Est. Cost $184.70 Unrealized +37.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $388 Shares 1,365 Est. Cost $265.31 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $381 Shares 2,791 Est. Cost $101.76 Unrealized +18.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $370 Shares 700 Est. Cost $281.73 Unrealized +69.7%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $360 Shares 4,478 Est. Cost $17.40 Unrealized +293.8%
KMB KIMBERLY CLARK 0.1%
Value ($000) $360 Shares 2,532 Est. Cost $81.39 Unrealized +64.9%
NUE NUCOR 0.1%
Value ($000) $347 Shares 2,310 Est. Cost $39.16 Unrealized +275.0%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $337 Shares 3,452 Est. Cost $38.49 Unrealized +115.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $323 Shares 3,659 Est. Cost $76.93 Unrealized
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $320 Shares 648 Est. Cost $162.08 Unrealized +184.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $320 Shares 1,448 Est. Cost $144.80 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $317 Shares 1,306 Est. Cost $148.59 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $317 Shares 2,338 Est. Cost $110.73 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $314 Shares 2,981 Est. Cost $53.12 Unrealized +97.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $303 Shares 7,245 Est. Cost $35.93 Unrealized +5.1%
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $287 Shares 4,074 Est. Cost $106.41 Unrealized
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $282 Shares 2,345 Est. Cost $98.27 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $278 Shares 1,151 Est. Cost $128.28 Unrealized +77.4%
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.1%
Value ($000) $275 Shares 10,692 Est. Cost $24.79 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $274 Shares 919 Est. Cost $235.44 Unrealized +11.8%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $269 Shares 2,215 Est. Cost $69.69 Unrealized +57.6%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $268 Shares 7,205 Est. Cost $33.90 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $258 Shares 986 Est. Cost $124.84 Unrealized +90.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $258 Shares 1,302 Est. Cost $149.98 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $254 Shares 997 Est. Cost $158.10 Unrealized +21.2%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $244 Shares 5,950 Est. Cost $36.41 Unrealized
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $243 Shares 3,843 Est. Cost $63.22 Unrealized -6.5%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $243 Shares 5,074 Est. Cost $41.43 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $236 Shares 2,273 Est. Cost $48.74 Unrealized +90.9%
FDX FEDEX CORPORATION 0.1%
Value ($000) $232 Shares 848 Est. Cost $208.93 Unrealized +34.6%
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $227 Shares 6,100 Est. Cost $48.87 Unrealized -22.9%
CMI CUMMINS INC 0.1%
Value ($000) $213 Shares 658 Est. Cost $97.00 Unrealized +196.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $209 Shares 449 Est. Cost $254.47 Unrealized +88.8%
ISHARES IBONDS DEC 2025 CORP-ETF 0.1%
Value ($000) $208 Shares 8,304 Est. Cost $24.78 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $207 Shares 1,460 Est. Cost $103.32 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $207 Shares 841 Est. Cost $174.55 Unrealized +34.4%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $207 Shares 1,270 Est. Cost $58.95 Unrealized +178.1%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $204 Shares 7,011 Est. Cost $24.15 Unrealized
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $192 Shares 1,587 Est. Cost $79.49 Unrealized +40.4%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $189 Shares 2,554 Est. Cost $35.24 Unrealized +86.3%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $187 Shares 10,800 Est. Cost $9.03 Unrealized
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.1%
Value ($000) $187 Shares 7,077 Est. Cost $25.52 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $183 Shares 3,580 Est. Cost $28.07 Unrealized +62.2%
ISHARES IBONDS DEC 2024 CORP EFT 0.1%
Value ($000) $182 Shares 7,222 Est. Cost $24.91 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $176 Shares 1,930 Est. Cost $56.93 Unrealized +43.2%
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $176 Shares 3,200 Est. Cost $48.66 Unrealized +9.0%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $176 Shares 355 Est. Cost $105.47 Unrealized +424.7%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $173 Shares 505 Est. Cost $114.39 Unrealized +47.1%
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $172 Shares 400 Est. Cost $208.00 Unrealized +81.0%
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $167 Shares 2,000 Est. Cost $78.33 Unrealized -0.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $166 Shares 611 Est. Cost $265.08 Unrealized +0.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $165 Shares 1,312 Est. Cost $94.19 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $164 Shares 3,700 Est. Cost $30.00 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $162 Shares 1,928 Est. Cost $49.80 Unrealized +46.7%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $150 Shares 5,100 Est. Cost $15.27 Unrealized +77.1%
TRV TRAVELERS COS INC 0.1%
Value ($000) $147 Shares 630 Est. Cost $75.37 Unrealized +185.7%
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.1%
Value ($000) $145 Shares 2,006 Est. Cost $54.18 Unrealized +26.9%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $139 Shares 584 Est. Cost $232.44 Unrealized
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $137 Shares 1,390 Est. Cost $93.05 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $133 Shares 402 Est. Cost $129.30 Unrealized +133.0%
MKC MCCORMICK & CO. 0.1%
Value ($000) $132 Shares 1,600 Est. Cost $57.49 Unrealized +30.6%
GLW CORNING INC 0.1%
Value ($000) $131 Shares 2,895 Est. Cost $18.03 Unrealized +126.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $130 Shares 435 Est. Cost $61.12 Unrealized +331.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $129 Shares 1,754 Est. Cost $31.50 Unrealized +113.3%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $128 Shares 640 Est. Cost $98.39 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $128 Shares 1,087 Est. Cost $55.82 Unrealized +101.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $128 Shares 995 Est. Cost $95.05 Unrealized +20.8%
EXC EXELON CORP 0.0%
Value ($000) $124 Shares 3,059 Est. Cost $26.65 Unrealized +34.2%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $123 Shares 1,371 Est. Cost $98.72 Unrealized
PHM PULTEGROUP, INC 0.0%
Value ($000) $117 Shares 815 Est. Cost $40.72 Unrealized +208.8%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.0%
Value ($000) $117 Shares 1,151 Est. Cost $117.01 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $114 Shares 600 Est. Cost $69.32 Unrealized +149.3%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $113 Shares 859 Est. Cost $22.40 Unrealized +152.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $112 Shares 642 Est. Cost $159.26 Unrealized
YUM YUM BRANDS INC. 0.0%
Value ($000) $109 Shares 780 Est. Cost $53.12 Unrealized +143.6%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $108 Shares 3,810 Est. Cost $17.93 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $107 Shares 1,500 Est. Cost $73.33 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $102 Shares 1,267 Est. Cost $51.88 Unrealized +31.9%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $101 Shares 270 Est. Cost $209.85 Unrealized +76.9%
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $101 Shares 2,100 Est. Cost $31.72 Unrealized +37.2%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $100 Shares 1,067 Est. Cost $73.13 Unrealized +14.5%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $100 Shares 250 Est. Cost $139.41 Unrealized +147.3%
SRE SEMPRA 0.0%
Value ($000) $98 Shares 1,170 Est. Cost $59.94 Unrealized +27.4%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $97 Shares 1,714 Est. Cost $40.23 Unrealized +36.3%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $96 Shares 5,985 Est. Cost $15.36 Unrealized
GWW W.W. GRAINGER 0.0%
Value ($000) $96 Shares 92 Est. Cost $621.54 Unrealized +54.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $95 Shares 497 Est. Cost $183.93 Unrealized +1.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $93 Shares 2,295 Est. Cost $31.18 Unrealized +13.9%
BA BOEING 0.0%
Value ($000) $92 Shares 604 Est. Cost $140.44 Unrealized +22.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $31.82 Unrealized +29.2%
ARISTA NETWORKS INC. 0.0%
Value ($000) $91 Shares 237 Est. Cost $162.99 Unrealized
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $91 Shares 4,800 Est. Cost $23.28 Unrealized -13.7%
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $89 Shares 1,200 Est. Cost $38.86 Unrealized +69.7%
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $88.05 Unrealized -2.3%
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $88 Shares 3,077 Est. Cost $27.02 Unrealized +0.1%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $88 Shares 2,247 Est. Cost $48.54 Unrealized -13.1%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $88 Shares 800 Est. Cost $58.36 Unrealized +71.0%
HUBS HUBSPOT INC. 0.0%
Value ($000) $85 Shares 160 Est. Cost $170.70 Unrealized +194.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $83 Shares 768 Est. Cost $97.47 Unrealized
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $81 Shares 714 Est. Cost $102.02 Unrealized
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $80 Shares 500 Est. Cost $123.28 Unrealized +17.9%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $79 Shares 3,383 Est. Cost $22.03 Unrealized
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $78 Shares 2,400 Est. Cost $20.73 Unrealized +29.9%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $77 Shares 201 Est. Cost $228.93 Unrealized +50.7%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $75 Shares 690 Est. Cost $81.67 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $74 Shares 2,452 Est. Cost $20.15 Unrealized +6.1%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $72 Shares 460 Est. Cost $21.34 Unrealized +622.2%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $71 Shares 741 Est. Cost $62.95 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $51.33 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $70 Shares 1,312 Est. Cost $30.21 Unrealized +60.2%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $70 Shares 402 Est. Cost $118.72 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $70 Shares 121 Est. Cost $401.43 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $69 Shares 425 Est. Cost $100.10 Unrealized +41.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $69 Shares 335 Est. Cost $52.39 Unrealized +268.3%
BP BP P.L.C. 0.0%
Value ($000) $68 Shares 2,160 Est. Cost $35.91 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $67 Shares 913 Est. Cost $68.51 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $66 Shares 300 Est. Cost $173.25 Unrealized +21.2%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $66 Shares 516 Est. Cost $57.34 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $65 Shares 810 Est. Cost $54.51 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $25.33 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $62 Shares 1,050 Est. Cost $41.32 Unrealized +31.1%
SYY SYSCO CORPORATION 0.0%
Value ($000) $62 Shares 794 Est. Cost $64.98 Unrealized +11.0%
SCL STEPAN CO 0.0%
Value ($000) $62 Shares 800 Est. Cost $86.67 Unrealized -8.5%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $62 Shares 440 Est. Cost $72.88 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 402 Est. Cost $74.49 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $61 Shares 450 Est. Cost $112.22 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $61 Shares 778 Est. Cost $56.88 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $60 Shares 324 Est. Cost $94.51 Unrealized +77.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $59 Shares 397 Est. Cost $98.80 Unrealized +41.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $58 Shares 694 Est. Cost $66.20 Unrealized
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $55 Shares 1,015 Est. Cost $54.43 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $55 Shares 66 Est. Cost $685.76 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $55 Shares 2,500 Est. Cost $3.44 Unrealized +307.1%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $54 Shares 500 Est. Cost $87.86 Unrealized +22.5%
GATX GATX CORPORATION 0.0%
Value ($000) $53 Shares 400 Est. Cost $115.95 Unrealized +16.0%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $53 Shares 500 Est. Cost $97.39 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $53 Shares 85 Est. Cost $548.38 Unrealized +7.4%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $52 Shares 449 Est. Cost $66.56 Unrealized +75.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $51 Shares 537 Est. Cost $92.95 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF 0.0%
Value ($000) $51 Shares 900 Est. Cost $55.09 Unrealized
ARTY ISHARES TR ROBOTICS ARTIF 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $33.18 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $51 Shares 265 Est. Cost $75.71 Unrealized +128.7%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $50 Shares 255 Est. Cost $98.63 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $42.34 Unrealized
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $12.00 Unrealized +156.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $49 Shares 473 Est. Cost $84.20 Unrealized +10.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $48 Shares 577 Est. Cost $40.64 Unrealized +94.0%
VONG VANGUARD RUSSELL 1000 GROWTHETF 0.0%
Value ($000) $47 Shares 491 Est. Cost $94.01 Unrealized
HUBG HUB GROUP INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $40.15 Unrealized +10.4%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $45 Shares 622 Est. Cost $39.81 Unrealized +60.4%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $42 Shares 2,843 Est. Cost $15.42 Unrealized
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $41 Shares 500 Est. Cost $79.10 Unrealized -7.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $41 Shares 375 Est. Cost $99.26 Unrealized +3.0%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $40 Shares 1,690 Est. Cost $26.66 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $39 Shares 1,083 Est. Cost $29.79 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $58.92 Unrealized -39.4%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $37 Shares 150 Est. Cost $222.85 Unrealized +4.6%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $37 Shares 250 Est. Cost $144.15 Unrealized -0.5%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $37 Shares 79 Est. Cost $249.92 Unrealized +70.7%
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $37 Shares 700 Est. Cost $43.83 Unrealized +16.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $37 Shares 562 Est. Cost $60.33 Unrealized -6.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $37 Shares 58 Est. Cost $257.92 Unrealized +117.3%
F FORD MOTOR CO DEL 0.0%
Value ($000) $35 Shares 3,300 Est. Cost $10.21 Unrealized +2.2%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $35 Shares 250 Est. Cost $6.80 Unrealized +352.0%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $35 Shares 296 Est. Cost $111.05 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $34 Shares 2,900 Est. Cost $11.04 Unrealized
BBY BEST BUY 0.0%
Value ($000) $34 Shares 325 Est. Cost $82.19 Unrealized +2.1%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $33 Shares 289 Est. Cost $87.55 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $32 Shares 770 Est. Cost $37.29 Unrealized +14.4%
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $32 Shares 199 Est. Cost $134.13 Unrealized +9.5%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $32 Shares 39 Est. Cost $399.49 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $32 Shares 304 Est. Cost $50.28 Unrealized +87.8%
LNC LINCOLN NATIONAL CORPORATION 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $27.56 Unrealized +4.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $31 Shares 15 Est. Cost $1237.15 Unrealized +52.2%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $28.98 Unrealized -7.0%
GUGGENHEIM COM SBI NPV 0.0%
Value ($000) $30 Shares 1,902 Est. Cost $15.76 Unrealized
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $30 Shares 1,131 Est. Cost $30.95 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $30 Shares 80 Est. Cost $272.75 Unrealized +23.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $30 Shares 915 Est. Cost $59.99 Unrealized -43.4%
PNR PENTAIR PLC 0.0%
Value ($000) $29 Shares 300 Est. Cost $65.60 Unrealized +28.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $90.86 Unrealized
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $29 Shares 15 Est. Cost $167.00 Unrealized +924.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $29 Shares 675 Est. Cost $21.83 Unrealized +76.8%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $28 Shares 570 Est. Cost $33.77 Unrealized +31.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $28 Shares 770 Est. Cost $21.37 Unrealized +73.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $28 Shares 105 Est. Cost $188.09 Unrealized +42.6%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $28 Shares 1,261 Est. Cost $15.20 Unrealized +30.6%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $28 Shares 121 Est. Cost $164.56 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $28 Shares 385 Est. Cost $51.95 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $10.37 Unrealized +31.7%
ABRDN WORLD HEALTHCARE FUND ETF 0.0%
Value ($000) $27 Shares 2,056 Est. Cost $13.27 Unrealized
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $27 Shares 235 Est. Cost $97.86 Unrealized
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $27 Shares 554 Est. Cost $43.93 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $34.75 Unrealized -58.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $25 Shares 51 Est. Cost $284.16 Unrealized +63.8%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $35.34 Unrealized +45.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.33 Unrealized -3.3%
MDB MONGODB, INC. 0.0%
Value ($000) $24 Shares 88 Est. Cost $66.66 Unrealized +289.7%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $23 Shares 455 Est. Cost $42.29 Unrealized +1.4%
TOTALENERGIES SE 0.0%
Value ($000) $23 Shares 351 Est. Cost $64.06 Unrealized
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $22 Shares 615 Est. Cost $18.38 Unrealized +67.1%
WIX WIX.COM LTD 0.0%
Value ($000) $21 Shares 128 Est. Cost $200.08 Unrealized -19.6%
AG FIRST MAJESTIC SILVER CORP. ORDINARY SHARE (CAN) 0.0%
Value ($000) $21 Shares 3,500 Est. Cost $5.78 Unrealized 0.0%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $866.10 Unrealized
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $21 Shares 1,550 Est. Cost $11.78 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $21 Shares 120 Est. Cost $107.37 Unrealized +72.4%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $20 Shares 100 Est. Cost $45.89 Unrealized +323.4%
SIEGY SIEMENS AG 0.0%
Value ($000) $20 Shares 202 Est. Cost $71.89 Unrealized
ECL ECOLAB INC. 0.0%
Value ($000) $19 Shares 75 Est. Cost $179.54 Unrealized +34.3%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $19 Shares 300 Est. Cost $45.82 Unrealized +31.3%
MKL MARKEL GROUP INC 0.0%
Value ($000) $19 Shares 12 Est. Cost $995.94 Unrealized +57.2%
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $19 Shares 860 Est. Cost $52.21 Unrealized -57.2%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $18 Shares 105 Est. Cost $89.43 Unrealized +83.8%
KNG FT CBOE VEST S&P 500 DIV ARISTOCRATS TARGET I 0.0%
Value ($000) $17 Shares 320 Est. Cost $51.43 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 718 Est. Cost $23.82 Unrealized
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $17 Shares 90 Est. Cost $70.26 Unrealized +133.8%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $17 Shares 275 Est. Cost $68.95 Unrealized -15.2%
DEO DIAGEO PLC 0.0%
Value ($000) $16 Shares 117 Est. Cost $131.70 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $16 Shares 65 Est. Cost $90.98 Unrealized +152.6%
ZTS ZOETIS INC 0.0%
Value ($000) $16 Shares 82 Est. Cost $155.91 Unrealized +16.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $16 Shares 320 Est. Cost $34.81 Unrealized +27.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 340 Est. Cost $44.55 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $16 Shares 80 Est. Cost $213.46 Unrealized -2.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $15 Shares 225 Est. Cost $120.17 Unrealized -53.0%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.64 Unrealized
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $15 Shares 925 Est. Cost $10.31 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $15 Shares 29 Est. Cost $241.65 Unrealized +122.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $15 Shares 235 Est. Cost $130.95 Unrealized -57.2%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $14 Shares 100 Est. Cost $141.04 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $14 Shares 115 Est. Cost $103.01 Unrealized +16.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $14 Shares 155 Est. Cost $22.69 Unrealized +236.6%
ADSK AUTODESK INC. 0.0%
Value ($000) $14 Shares 50 Est. Cost $230.34 Unrealized +9.3%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $14 Shares 410 Est. Cost $32.08 Unrealized +3.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 262 Est. Cost $72.52 Unrealized
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $13 Shares 361 Est. Cost $33.24 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $13 Shares 207 Est. Cost $22.94 Unrealized +145.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $92.47 Unrealized +178.6%
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $16.16 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $46.43 Unrealized +185.2%
NTAP NETAPP, INC. 0.0%
Value ($000) $12 Shares 100 Est. Cost $26.74 Unrealized +352.8%
DVA DAVITA INC. 0.0%
Value ($000) $12 Shares 75 Est. Cost $83.84 Unrealized +76.2%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $12 Shares 205 Est. Cost $48.78 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $12 Shares 19 Est. Cost $475.12 Unrealized +33.2%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $12 Shares 585 Est. Cost $3.70 Unrealized +320.3%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $12 Shares 278 Est. Cost $36.47 Unrealized
IDX VANECK INDONESIA INDEX ETF 0.0%
Value ($000) $11 Shares 627 Est. Cost $16.23 Unrealized
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $11 Shares 66 Est. Cost $112.47 Unrealized +31.2%
UNILEVER PLC 0.0%
Value ($000) $11 Shares 170 Est. Cost $60.85 Unrealized
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $11 Shares 330 Est. Cost $26.44 Unrealized +21.0%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $42.07 Unrealized +59.4%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $11 Shares 19 Est. Cost $312.70 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $11 Shares 165 Est. Cost $56.49 Unrealized +14.3%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $10 Shares 77 Est. Cost $104.30 Unrealized +16.9%
IJK ISHARES S&P M-D-CAP 400 GROWTH ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $88.11 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $53.26 Unrealized +145.9%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $10 Shares 272 Est. Cost $17.81 Unrealized +72.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $297.04 Unrealized +59.9%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $10 Shares 800 Est. Cost $11.95 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $10 Shares 190 Est. Cost $60.59 Unrealized -8.6%
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $134.94 Unrealized +42.2%
APPN APPIAN CORPORATION 0.0%
Value ($000) $10 Shares 280 Est. Cost $67.20 Unrealized -51.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $9 Shares 60 Est. Cost $79.99 Unrealized +89.7%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $9 Shares 150 Est. Cost $41.55 Unrealized +24.9%
ETSY ETSY INC 0.0%
Value ($000) $9 Shares 165 Est. Cost $115.58 Unrealized -50.9%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $9 Shares 600 Est. Cost $43.23 Unrealized -60.4%
BCOIX BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL 0.0%
Value ($000) $9 Shares 864 Est. Cost $10.41 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $9 Shares 50 Est. Cost $137.32 Unrealized
BFFAX THE BOND FUND OF AMERICA 0.0%
Value ($000) $9 Shares 753 Est. Cost $11.63 Unrealized
TTC TORO CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.59 Unrealized +5.0%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $8 Shares 855 Est. Cost $12.27 Unrealized -13.2%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $8 Shares 549 Est. Cost $27.33 Unrealized -36.5%
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $8 Shares 682 Est. Cost $3.96 Unrealized +118.5%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.65 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $8 Shares 100 Est. Cost $37.68 Unrealized +45.1%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $8 Shares 900 Est. Cost $14.62 Unrealized -30.7%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $8 Shares 10 Est. Cost $510.90 Unrealized +51.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.65 Unrealized +6.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $8 Shares 52 Est. Cost $100.05 Unrealized +30.4%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -17.3%
TWLO TWILIO INC. - A 0.0%
Value ($000) $7 Shares 113 Est. Cost $152.36 Unrealized -60.7%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $7 Shares 340 Est. Cost $37.50 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $214.25 Unrealized -70.1%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $7 Shares 75 Est. Cost $73.27 Unrealized
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $7 Shares 270 Est. Cost $209.45 Unrealized -88.4%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $50.76 Unrealized +39.1%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $6 Shares 165 Est. Cost $54.04 Unrealized -32.9%
CUBE CUBESMART COM 0.0%
Value ($000) $6 Shares 116 Est. Cost $50.28 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $197.24 Unrealized -83.1%
WT WISDOMTREE INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.87 Unrealized -6.4%
DCBO DOCEBO INC. 0.0%
Value ($000) $6 Shares 135 Est. Cost $59.75 Unrealized -31.5%
PLD PROLOGIS, INC. 0.0%
Value ($000) $6 Shares 47 Est. Cost $108.70 Unrealized +8.6%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $35.89 Unrealized +212.4%
W WAYFAIR INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $265.47 Unrealized -81.9%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $5 Shares 54 Est. Cost $127.17 Unrealized -27.5%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $145.09 Unrealized
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
CME CME GROUP INC. 0.0%
Value ($000) $5 Shares 23 Est. Cost $129.10 Unrealized +52.2%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $5 Shares 97 Est. Cost $40.15 Unrealized +18.6%
RHP RYMAN HOSPITALITY PROPERTIES(REIT) 0.0%
Value ($000) $5 Shares 45 Est. Cost $118.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $5 Shares 20 Est. Cost $214.55 Unrealized +4.7%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $69.39 Unrealized +63.2%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $18.20 Unrealized +80.8%
TREX TREX COMPANY INC. 0.0%
Value ($000) $4 Shares 65 Est. Cost $47.38 Unrealized +48.1%
ZUORA INC 0.0%
Value ($000) $4 Shares 494 Est. Cost $14.17 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $59.38 Unrealized
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $4 Shares 955 Est. Cost $11.44 Unrealized -60.6%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $35.89 Unrealized
COUR COURSERA INC COM 0.0%
Value ($000) $4 Shares 520 Est. Cost $7.90 Unrealized 0.0%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $4 Shares 103 Est. Cost $36.36 Unrealized
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $76.05 Unrealized
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized -4.2%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $4 Shares 134 Est. Cost $17.88 Unrealized +50.3%
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 50 Est. Cost $55.27 Unrealized +23.6%
CORECARD CORPORATION 0.0%
Value ($000) $4 Shares 265 Est. Cost $32.82 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $4 Shares 320 Est. Cost $28.01 Unrealized -65.7%
MGM MGM MIRAGE 0.0%
Value ($000) $4 Shares 97 Est. Cost $43.73 Unrealized -9.5%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +116.7%
OC OWENS CORNING INC. 0.0%
Value ($000) $4 Shares 21 Est. Cost $152.55 Unrealized +10.4%
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $3 Shares 224 Est. Cost $12.18 Unrealized
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $12.27 Unrealized -81.7%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $3 Shares 76 Est. Cost $36.95 Unrealized +12.9%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +27.6%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 690 Est. Cost $50.16 Unrealized -92.2%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $3 Shares 505 Est. Cost $15.68 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $241.21 Unrealized +12.3%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $3 Shares 327 Est. Cost $203.34 Unrealized -95.9%
BM TECHNOLOGIES INC. 0.0%
Value ($000) $3 Shares 880 Est. Cost $9.45 Unrealized
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $3 Shares 370 Est. Cost $4.75 Unrealized +4.6%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 380 Est. Cost $8.42 Unrealized
RMNI RIMINI STREET INC. 0.0%
Value ($000) $3 Shares 1,565 Est. Cost $6.55 Unrealized -66.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.04 Unrealized +50.0%
JD JD.COM INC.-ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.45 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $55.44 Unrealized -48.9%
FNBGX FIDELITY LONG TERM TREASURY BOND INDEX FUND 0.0%
Value ($000) $3 Shares 259 Est. Cost $10.14 Unrealized
MTN VAIL RESORTS INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $218.90 Unrealized -18.3%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +37.8%
MKDCX BLACKROCK EMERGING MARKETS K 0.0%
Value ($000) $3 Shares 98 Est. Cost $25.88 Unrealized
THRY THRYV HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 147 Est. Cost $18.79 Unrealized -4.8%
CFLT CONFLUENT INC. CLASS A COMMON STOCK 0.0%
Value ($000) $3 Shares 123 Est. Cost $24.16 Unrealized -7.3%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.21 Unrealized +16.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +57.8%
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 344 Est. Cost $8.44 Unrealized -11.5%
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.37 Unrealized +16.6%
BSIKX BLACKROCK STRATEGIC INCOME CL K 0.0%
Value ($000) $2 Shares 249 Est. Cost $9.65 Unrealized
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $2 Shares 310 Est. Cost $27.58 Unrealized -74.8%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $2 Shares 390 Est. Cost $7.32 Unrealized -9.5%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -88.0%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +97.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -48.3%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.93 Unrealized -20.5%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -53.2%
KR KROGER COMPANY 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.64 Unrealized +16.8%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.86 Unrealized +47.2%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -37.5%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +4.6%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -77.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized +14.0%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
AI C3.AI INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -9.8%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +56.1%
CHWY CHEWY INC. 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.81 Unrealized -23.4%
NUSC NUSHARES ETF TR NUVEEN ESG SMLCP 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.06 Unrealized
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $1 Shares 150 Est. Cost $4.20 Unrealized +10.3%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -89.3%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $21.87 Unrealized -41.8%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $79.46 Unrealized -96.9%
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 -28.2%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -90.5%
OUTSET MEDICAL INC. 0.0%
Value ($000) $0 Shares 280 Est. Cost $46.05 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +159.0%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
GINGKO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $1.69 Unrealized