ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 3, 2025

Total Value ($000): $255,899 (100.0% shares, 0.0% debt)

Holdings (477)

SPY SPDR S & P 500 ETF TRUST 12.2%
Value ($000) $31,329 Shares 56,005 Est. Cost $248.14 Unrealized
AAPL APPLE INC 6.1%
Value ($000) $15,701 Shares 70,686 Est. Cost $88.09 Unrealized +162.0%
NVDA NVIDIA CORP. 3.8%
Value ($000) $9,809 Shares 90,506 Est. Cost $94.00 Unrealized +34.8%
MSFT MICROSOFT CORP 3.6%
Value ($000) $9,178 Shares 24,449 Est. Cost $39.98 Unrealized +913.2%
AMZN AMAZON. COM, INC 2.8%
Value ($000) $7,052 Shares 37,064 Est. Cost $121.13 Unrealized +79.1%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.2%
Value ($000) $5,732 Shares 10,744 Est. Cost $236.98 Unrealized
JPM JPMORGAN CHASE & CO COM 2.1%
Value ($000) $5,462 Shares 22,267 Est. Cost $68.00 Unrealized +269.0%
VTHR ETF VANGUARD RUSSELL 3000 2.0%
Value ($000) $5,060 Shares 20,505 Est. Cost $192.46 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $4,904 Shares 28,776 Est. Cost $63.29 Unrealized +159.1%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.9%
Value ($000) $4,819 Shares 9,048 Est. Cost $170.34 Unrealized +185.4%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $3,888 Shares 23,443 Est. Cost $71.70 Unrealized +112.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.5%
Value ($000) $3,727 Shares 35,639 Est. Cost $81.78 Unrealized
LLY ELI LILLY & CO 1.5%
Value ($000) $3,720 Shares 4,504 Est. Cost $105.34 Unrealized +684.8%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,675 Shares 11,765 Est. Cost $88.67 Unrealized +230.3%
TIP ISHARES TIPS BOND ETF 1.4%
Value ($000) $3,621 Shares 32,592 Est. Cost $113.23 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $3,525 Shares 9,620 Est. Cost $102.51 Unrealized +271.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,431 Shares 9,502 Est. Cost $262.06 Unrealized
ABBV ABBVIE INC. 1.3%
Value ($000) $3,339 Shares 15,937 Est. Cost $57.83 Unrealized +227.5%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.2%
Value ($000) $3,134 Shares 31,682 Est. Cost $113.10 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $3,071 Shares 5,328 Est. Cost $160.66 Unrealized +300.4%
PEP PEPSICO INC 1.2%
Value ($000) $3,049 Shares 20,333 Est. Cost $61.35 Unrealized +133.9%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,820 Shares 23,714 Est. Cost $58.74 Unrealized +82.5%
CAT CATERPILLAR INC 1.0%
Value ($000) $2,623 Shares 7,953 Est. Cost $87.92 Unrealized +300.3%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $2,596 Shares 5,811 Est. Cost $178.54 Unrealized +151.1%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $2,502 Shares 14,956 Est. Cost $82.31 Unrealized +82.8%
WM WASTE MANAGEMENT INC NEW 1.0%
Value ($000) $2,460 Shares 10,624 Est. Cost $40.96 Unrealized +433.2%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.9%
Value ($000) $2,312 Shares 111,414 Est. Cost $20.42 Unrealized
VUG VANGUARD GROWTH ETF 0.9%
Value ($000) $2,271 Shares 6,125 Est. Cost $263.13 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $2,179 Shares 30,428 Est. Cost $34.43 Unrealized +88.7%
WMT WALMART INC 0.8%
Value ($000) $2,162 Shares 24,624 Est. Cost $47.03 Unrealized +97.6%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.8%
Value ($000) $2,148 Shares 92,903 Est. Cost $22.97 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.8%
Value ($000) $2,133 Shares 84,460 Est. Cost $25.03 Unrealized
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $2,077 Shares 8,354 Est. Cost $118.91 Unrealized +101.3%
XLK TECHNOLOGY SELECT SECT SPDR 0.8%
Value ($000) $2,060 Shares 9,979 Est. Cost $111.04 Unrealized
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $2,046 Shares 33,154 Est. Cost $27.17 Unrealized +121.2%
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.8%
Value ($000) $1,986 Shares 91,498 Est. Cost $21.56 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,882 Shares 26,558 Est. Cost $53.96 Unrealized +27.2%
V VISA INC - CLASS A SHARES 0.7%
Value ($000) $1,741 Shares 4,968 Est. Cost $148.86 Unrealized +125.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $1,641 Shares 5,972 Est. Cost $166.48 Unrealized
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,561 Shares 6,038 Est. Cost $154.44 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,561 Shares 25,592 Est. Cost $35.11 Unrealized +58.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,550 Shares 10,092 Est. Cost $63.21 Unrealized +152.6%
SYK STRYKER CORP 0.6%
Value ($000) $1,501 Shares 4,032 Est. Cost $111.83 Unrealized +237.2%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,461 Shares 1,545 Est. Cost $184.00 Unrealized +427.5%
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,458 Shares 5,385 Est. Cost $76.55 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $1,393 Shares 15,150 Est. Cost $37.11 Unrealized +126.7%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,309 Shares 2,500 Est. Cost $262.36 Unrealized +90.4%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,268 Shares 4,893 Est. Cost $235.88 Unrealized +41.3%
MET METLIFE INC 0.5%
Value ($000) $1,261 Shares 15,712 Est. Cost $40.06 Unrealized +102.6%
BLK BLACKROCK INC 0.5%
Value ($000) $1,260 Shares 1,331 Est. Cost $990.64 Unrealized -2.9%
PSX PHILLIPS 66 0.5%
Value ($000) $1,219 Shares 9,872 Est. Cost $61.04 Unrealized +95.4%
AMAT APPLIED MATL INC 0.5%
Value ($000) $1,214 Shares 8,364 Est. Cost $85.89 Unrealized +94.0%
CL COLGATE PALMOLIVE 0.5%
Value ($000) $1,200 Shares 12,804 Est. Cost $52.05 Unrealized +68.8%
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.5%
Value ($000) $1,199 Shares 48,007 Est. Cost $24.76 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,180 Shares 8,442 Est. Cost $57.17 Unrealized +182.6%
ABT ABBOTT LABS 0.4%
Value ($000) $1,123 Shares 8,463 Est. Cost $54.77 Unrealized +129.1%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $1,113 Shares 11,280 Est. Cost $71.77 Unrealized +48.1%
EFA ISHARES MSCI EAFE ETF FUND 0.4%
Value ($000) $1,108 Shares 13,559 Est. Cost $70.81 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,101 Shares 3,605 Est. Cost $46.36 Unrealized +537.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,075 Shares 23,693 Est. Cost $32.34 Unrealized +22.4%
PFE PFIZER INC 0.4%
Value ($000) $956 Shares 37,716 Est. Cost $29.76 Unrealized -17.0%
ACN ACCENTURE PLC 0.4%
Value ($000) $937 Shares 3,004 Est. Cost $104.35 Unrealized +234.9%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.4%
Value ($000) $922 Shares 4,901 Est. Cost $163.05 Unrealized
MRK MERCK & CO., INC 0.4%
Value ($000) $919 Shares 10,240 Est. Cost $49.83 Unrealized +80.9%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $908 Shares 2,916 Est. Cost $180.40 Unrealized +59.2%
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.3%
Value ($000) $886 Shares 36,630 Est. Cost $23.96 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $864 Shares 926 Est. Cost $37.44 Unrealized +154.0%
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $857 Shares 4,053 Est. Cost $225.24 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $842 Shares 4,105 Est. Cost $108.85 Unrealized +99.3%
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.3%
Value ($000) $837 Shares 32,749 Est. Cost $25.36 Unrealized
CSX CSX CORPORATION 0.3%
Value ($000) $793 Shares 26,956 Est. Cost $24.43 Unrealized +28.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $780 Shares 15,654 Est. Cost $37.10 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $771 Shares 2,829 Est. Cost $143.09 Unrealized +78.8%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $757 Shares 3,574 Est. Cost $152.81 Unrealized +29.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $732 Shares 7,829 Est. Cost $88.38 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $719 Shares 4,922 Est. Cost $142.38 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $702 Shares 7,274 Est. Cost $73.41 Unrealized
T AT&T INC. 0.3%
Value ($000) $688 Shares 24,338 Est. Cost $13.25 Unrealized +83.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $672 Shares 6,541 Est. Cost $95.32 Unrealized +16.6%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $661 Shares 2,833 Est. Cost $72.76 Unrealized +232.7%
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $653 Shares 11,185 Est. Cost $95.05 Unrealized
VLO VALERO ENERGY NEW 0.3%
Value ($000) $648 Shares 4,910 Est. Cost $71.21 Unrealized +81.7%
DE DEERE & CO (JOHN DEERE) 0.3%
Value ($000) $645 Shares 1,374 Est. Cost $162.10 Unrealized +184.7%
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.2%
Value ($000) $631 Shares 26,084 Est. Cost $23.98 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $620 Shares 5,315 Est. Cost $59.85 Unrealized +110.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $613 Shares 9,041 Est. Cost $55.14 Unrealized +5.2%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $607 Shares 10,163 Est. Cost $26.39 Unrealized +110.0%
C CITIGROUP INC. 0.2%
Value ($000) $602 Shares 8,482 Est. Cost $49.84 Unrealized +49.5%
INTC INTEL CORP 0.2%
Value ($000) $601 Shares 26,463 Est. Cost $22.42 Unrealized -2.4%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $578 Shares 2,148 Est. Cost $94.54 Unrealized +209.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $540 Shares 12,942 Est. Cost $26.46 Unrealized +64.9%
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $509 Shares 2,339 Est. Cost $118.62 Unrealized +59.8%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $509 Shares 4,173 Est. Cost $81.70 Unrealized +35.3%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $481 Shares 2,980 Est. Cost $89.87 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $463 Shares 4,220 Est. Cost $49.57 Unrealized +139.7%
TGT TARGET CORP 0.2%
Value ($000) $460 Shares 4,412 Est. Cost $77.70 Unrealized +54.7%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $459 Shares 9,022 Est. Cost $44.16 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $457 Shares 3,110 Est. Cost $87.24 Unrealized +65.7%
ADBE ADOBE INC 0.2%
Value ($000) $417 Shares 1,088 Est. Cost $346.70 Unrealized +23.7%
MA MASTERCARD INC - CLASS A 0.2%
Value ($000) $394 Shares 718 Est. Cost $198.47 Unrealized +173.1%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $388 Shares 1,346 Est. Cost $151.57 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $387 Shares 3,469 Est. Cost $77.09 Unrealized +41.3%
CRM SALESFORCE, INC. 0.2%
Value ($000) $384 Shares 1,432 Est. Cost $184.70 Unrealized +67.3%
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $352 Shares 2,215 Est. Cost $69.69 Unrealized +96.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $345 Shares 1,349 Est. Cost $265.31 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $343 Shares 2,412 Est. Cost $81.39 Unrealized +59.5%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $339 Shares 3,452 Est. Cost $38.49 Unrealized +162.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $333 Shares 650 Est. Cost $281.73 Unrealized +66.8%
D DOMINION ENERGY, INC. 0.1%
Value ($000) $318 Shares 5,672 Est. Cost $50.71 Unrealized +4.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $316 Shares 2,412 Est. Cost $111.72 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $311 Shares 3,659 Est. Cost $76.93 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $311 Shares 1,019 Est. Cost $165.56 Unrealized +110.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $309 Shares 2,947 Est. Cost $53.12 Unrealized +82.2%
CALF PACER SMALL CAP ETF 0.1%
Value ($000) $304 Shares 8,117 Est. Cost $47.32 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $290 Shares 1,493 Est. Cost $156.04 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $287 Shares 1,437 Est. Cost $144.80 Unrealized
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $286 Shares 3,999 Est. Cost $106.41 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $286 Shares 451 Est. Cost $544.58 Unrealized +25.7%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.1%
Value ($000) $285 Shares 3,875 Est. Cost $84.04 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $271 Shares 919 Est. Cost $235.44 Unrealized +27.6%
SUSA ISHARES MSCI USA ESG SELECT 0.1%
Value ($000) $270 Shares 2,354 Est. Cost $99.06 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $266 Shares 1,198 Est. Cost $232.17 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $265 Shares 7,182 Est. Cost $35.93 Unrealized -2.5%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $259 Shares 5,719 Est. Cost $41.74 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $256 Shares 2,328 Est. Cost $101.76 Unrealized +10.7%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $255 Shares 7,022 Est. Cost $33.90 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $250 Shares 1,093 Est. Cost $128.28 Unrealized +77.2%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $249 Shares 3,928 Est. Cost $17.40 Unrealized +278.1%
NKE NIKE, INC 0.1%
Value ($000) $248 Shares 3,911 Est. Cost $75.07 Unrealized -4.0%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $246 Shares 6,092 Est. Cost $36.77 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $241 Shares 7,060 Est. Cost $24.15 Unrealized
BBUS JPMORGAN BETABUILDER ETF 0.1%
Value ($000) $236 Shares 2,342 Est. Cost $101.99 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $236 Shares 351 Est. Cost $105.47 Unrealized +484.0%
NUE NUCOR 0.1%
Value ($000) $233 Shares 1,933 Est. Cost $39.16 Unrealized +223.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $223 Shares 461 Est. Cost $259.98 Unrealized +79.2%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $216 Shares 10,800 Est. Cost $9.03 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $215 Shares 3,580 Est. Cost $28.07 Unrealized +81.8%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $213 Shares 3,562 Est. Cost $63.22 Unrealized -7.9%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $208 Shares 839 Est. Cost $126.96 Unrealized +97.5%
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $204 Shares 1,822 Est. Cost $49.80 Unrealized +101.9%
ISHARES IBONDS DEC 2025 CORP-ETF 0.1%
Value ($000) $201 Shares 8,001 Est. Cost $24.78 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $198 Shares 1,923 Est. Cost $48.74 Unrealized +97.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $198 Shares 1,460 Est. Cost $103.32 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $198 Shares 3,700 Est. Cost $30.00 Unrealized
DOW DOW INC. 0.1%
Value ($000) $196 Shares 5,628 Est. Cost $43.04 Unrealized -16.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $196 Shares 831 Est. Cost $174.55 Unrealized +35.0%
OKE ONEOK INC 0.1%
Value ($000) $191 Shares 1,930 Est. Cost $56.93 Unrealized +66.8%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $191 Shares 675 Est. Cost $272.34 Unrealized +34.7%
FDX FEDEX CORPORATION 0.1%
Value ($000) $191 Shares 782 Est. Cost $208.93 Unrealized +21.4%
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $191 Shares 6,100 Est. Cost $48.87 Unrealized -28.4%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $188 Shares 1,587 Est. Cost $79.49 Unrealized +31.3%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $185 Shares 5,100 Est. Cost $15.27 Unrealized +115.0%
CMI CUMMINS INC 0.1%
Value ($000) $178 Shares 567 Est. Cost $97.00 Unrealized +256.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $172 Shares 1,010 Est. Cost $149.65 Unrealized +23.6%
TRV TRAVELERS COS INC 0.1%
Value ($000) $167 Shares 630 Est. Cost $75.37 Unrealized +225.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $160 Shares 1,312 Est. Cost $94.19 Unrealized
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $157 Shares 2,000 Est. Cost $78.33 Unrealized -5.9%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $156 Shares 1,070 Est. Cost $58.95 Unrealized +146.2%
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $155 Shares 420 Est. Cost $220.58 Unrealized +95.8%
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $147 Shares 3,200 Est. Cost $48.66 Unrealized -1.4%
ETR ENTERGY CORPORATION 0.1%
Value ($000) $147 Shares 1,718 Est. Cost $46.18 Unrealized +74.2%
GLW CORNING INC 0.1%
Value ($000) $133 Shares 2,895 Est. Cost $18.03 Unrealized +169.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $132 Shares 1,087 Est. Cost $55.82 Unrealized +115.1%
MKC MCCORMICK & CO. 0.1%
Value ($000) $132 Shares 1,600 Est. Cost $57.49 Unrealized +32.8%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $131 Shares 250 Est. Cost $139.41 Unrealized +319.8%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $130 Shares 6,994 Est. Cost $15.97 Unrealized
SLV ETF ISHARES SILVER TR 0.1%
Value ($000) $129 Shares 4,149 Est. Cost $18.64 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $126 Shares 640 Est. Cost $98.39 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $124 Shares 600 Est. Cost $69.32 Unrealized +175.9%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $124 Shares 5,396 Est. Cost $22.38 Unrealized
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $124 Shares 1,138 Est. Cost $103.82 Unrealized
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.0%
Value ($000) $123 Shares 2,006 Est. Cost $54.18 Unrealized +78.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $123 Shares 1,714 Est. Cost $40.23 Unrealized +83.2%
YUM YUM BRANDS INC. 0.0%
Value ($000) $123 Shares 780 Est. Cost $53.12 Unrealized +166.6%
GIS GENERAL MILLS, INC 0.0%
Value ($000) $121 Shares 2,030 Est. Cost $35.24 Unrealized +64.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $119 Shares 1,754 Est. Cost $31.50 Unrealized +89.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $118 Shares 854 Est. Cost $95.05 Unrealized +30.1%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $117 Shares 270 Est. Cost $209.85 Unrealized +94.4%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.0%
Value ($000) $114 Shares 1,151 Est. Cost $117.01 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $114 Shares 659 Est. Cost $159.75 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $111 Shares 435 Est. Cost $61.12 Unrealized +372.2%
ETN EATON CORP PLC 0.0%
Value ($000) $109 Shares 400 Est. Cost $129.30 Unrealized +138.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $105 Shares 2,371 Est. Cost $31.43 Unrealized +31.7%
KELLOGG COMPANY 0.0%
Value ($000) $105 Shares 1,267 Est. Cost $51.88 Unrealized +54.3%
BA BOEING 0.0%
Value ($000) $99 Shares 580 Est. Cost $140.44 Unrealized +23.2%
XBI ETF SPDR S&P BIOTECH 0.0%
Value ($000) $97 Shares 1,200 Est. Cost $93.05 Unrealized
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $94 Shares 2,100 Est. Cost $31.72 Unrealized +28.2%
HUBS HUBSPOT INC. 0.0%
Value ($000) $91 Shares 160 Est. Cost $170.70 Unrealized +310.9%
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $91 Shares 1,200 Est. Cost $38.86 Unrealized +103.3%
RIO RIO TINTO PLC 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $73.33 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $88 Shares 1,910 Est. Cost $26.65 Unrealized +52.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $85 Shares 497 Est. Cost $183.93 Unrealized -13.4%
PHM PULTEGROUP, INC 0.0%
Value ($000) $84 Shares 815 Est. Cost $40.72 Unrealized +163.2%
SRE SEMPRA 0.0%
Value ($000) $83 Shares 1,170 Est. Cost $59.94 Unrealized +26.0%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $82 Shares 799 Est. Cost $85.38 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $81 Shares 1,922 Est. Cost $31.82 Unrealized +38.9%
FCG FIRST TRUST NATRUAL GAS ETF 0.0%
Value ($000) $80 Shares 3,218 Est. Cost $24.62 Unrealized
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $76 Shares 4,800 Est. Cost $23.28 Unrealized -28.2%
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $76 Shares 2,400 Est. Cost $20.73 Unrealized +45.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $75 Shares 440 Est. Cost $72.88 Unrealized
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $74 Shares 500 Est. Cost $123.28 Unrealized +20.4%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $73 Shares 2,554 Est. Cost $20.10 Unrealized +32.8%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $72 Shares 978 Est. Cost $77.89 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $71 Shares 397 Est. Cost $98.80 Unrealized +89.1%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $71 Shares 427 Est. Cost $123.33 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $70 Shares 201 Est. Cost $228.93 Unrealized +52.1%
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $88.05 Unrealized -13.2%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $69 Shares 1,102 Est. Cost $42.15 Unrealized +42.1%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $68 Shares 847 Est. Cost $73.13 Unrealized +17.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $68 Shares 121 Est. Cost $401.43 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $51.33 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $66 Shares 893 Est. Cost $68.51 Unrealized
BALCX AMERICAN FUNDS AMERICAN BALANCED FND CLASS C 0.0%
Value ($000) $66 Shares 1,937 Est. Cost $34.04 Unrealized
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $65 Shares 1,015 Est. Cost $54.43 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $65 Shares 2,456 Est. Cost $27.02 Unrealized -5.2%
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $64 Shares 810 Est. Cost $54.51 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $63 Shares 1,312 Est. Cost $30.21 Unrealized +43.2%
GATX GATX CORPORATION 0.0%
Value ($000) $62 Shares 400 Est. Cost $115.95 Unrealized +35.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $60 Shares 450 Est. Cost $112.22 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $60 Shares 335 Est. Cost $52.39 Unrealized +247.8%
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $25.33 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $60 Shares 794 Est. Cost $64.98 Unrealized +9.7%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $59 Shares 2,169 Est. Cost $20.15 Unrealized +30.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $58 Shares 577 Est. Cost $40.64 Unrealized +147.7%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $57 Shares 778 Est. Cost $56.88 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $57 Shares 324 Est. Cost $94.51 Unrealized +94.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $57 Shares 694 Est. Cost $66.20 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $57 Shares 500 Est. Cost $87.86 Unrealized +20.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $56 Shares 402 Est. Cost $74.49 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $56 Shares 500 Est. Cost $97.39 Unrealized +21.4%
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $56 Shares 500 Est. Cost $79.10 Unrealized +27.7%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $54 Shares 626 Est. Cost $62.95 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $53 Shares 300 Est. Cost $173.25 Unrealized +4.1%
VONG VANGUARD RUSSELL 1000 GROWTHETF 0.0%
Value ($000) $53 Shares 574 Est. Cost $94.76 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $52 Shares 473 Est. Cost $84.20 Unrealized +16.9%
CLX CLOROX COMPANY 0.0%
Value ($000) $52 Shares 350 Est. Cost $100.10 Unrealized +47.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $51 Shares 609 Est. Cost $39.81 Unrealized +107.4%
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $50 Shares 352 Est. Cost $146.43 Unrealized +7.9%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $50 Shares 537 Est. Cost $92.95 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $49 Shares 255 Est. Cost $98.63 Unrealized
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $48 Shares 2,500 Est. Cost $3.44 Unrealized +484.0%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $48 Shares 1,450 Est. Cost $12.00 Unrealized +226.4%
LNG CHENIERE ENERGY, INC. 0.0%
Value ($000) $46 Shares 198 Est. Cost $203.03 Unrealized +10.9%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $45 Shares 449 Est. Cost $66.56 Unrealized +89.6%
SCL STEPAN CO 0.0%
Value ($000) $44 Shares 800 Est. Cost $86.67 Unrealized -29.6%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $44 Shares 800 Est. Cost $58.36 Unrealized +55.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $44 Shares 66 Est. Cost $685.76 Unrealized
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $43 Shares 900 Est. Cost $45.84 Unrealized +9.6%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $42 Shares 85 Est. Cost $548.38 Unrealized -1.6%
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $42 Shares 882 Est. Cost $45.07 Unrealized
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $41 Shares 514 Est. Cost $98.72 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $41 Shares 250 Est. Cost $6.80 Unrealized +625.5%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $38 Shares 79 Est. Cost $249.92 Unrealized +107.5%
KR KROGER COMPANY 0.0%
Value ($000) $37 Shares 553 Est. Cost $56.61 Unrealized +10.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $37 Shares 140 Est. Cost $238.82 Unrealized +1.8%
HUBG HUB GROUP INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $40.15 Unrealized +3.8%
LNC LINCOLN NATIONAL CORPORATION 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $27.56 Unrealized +22.5%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $36 Shares 150 Est. Cost $222.85 Unrealized +7.4%
BP BP P.L.C. 0.0%
Value ($000) $35 Shares 1,044 Est. Cost $35.91 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $35 Shares 58 Est. Cost $257.92 Unrealized +151.5%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $35 Shares 296 Est. Cost $111.05 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $35 Shares 896 Est. Cost $23.62 Unrealized +58.6%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $58.92 Unrealized -45.4%
DHI D R HORTON INC 0.0%
Value ($000) $34 Shares 265 Est. Cost $75.71 Unrealized +75.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $34 Shares 304 Est. Cost $50.28 Unrealized +89.4%
F FORD MOTOR CO DEL 0.0%
Value ($000) $33 Shares 3,300 Est. Cost $10.21 Unrealized -9.5%
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $33 Shares 2,900 Est. Cost $11.04 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $32 Shares 121 Est. Cost $164.56 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $32 Shares 2,843 Est. Cost $15.42 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $32 Shares 852 Est. Cost $48.54 Unrealized -28.7%
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $32 Shares 250 Est. Cost $144.15 Unrealized +6.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $32 Shares 447 Est. Cost $60.33 Unrealized +9.4%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $31 Shares 1,091 Est. Cost $29.79 Unrealized
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $31 Shares 460 Est. Cost $21.34 Unrealized +222.4%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $31 Shares 325 Est. Cost $57.34 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $31 Shares 309 Est. Cost $97.47 Unrealized
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $30 Shares 1,131 Est. Cost $30.95 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $29 Shares 15 Est. Cost $1237.15 Unrealized +60.4%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.98 Unrealized +20.9%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $24.33 Unrealized +10.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $28 Shares 915 Est. Cost $59.99 Unrealized -43.5%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $28 Shares 15 Est. Cost $167.00 Unrealized +1008.9%
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $27 Shares 235 Est. Cost $97.86 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $27 Shares 1,155 Est. Cost $33.10 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $90.86 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $27 Shares 210 Est. Cost $125.84 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $27 Shares 1,260 Est. Cost $26.66 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $26 Shares 675 Est. Cost $21.83 Unrealized +86.4%
PNR PENTAIR PLC 0.0%
Value ($000) $26 Shares 300 Est. Cost $65.60 Unrealized +44.1%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $26 Shares 400 Est. Cost $35.34 Unrealized +58.6%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $25 Shares 228 Est. Cost $87.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $24 Shares 49 Est. Cost $284.16 Unrealized +94.6%
BBY BEST BUY 0.0%
Value ($000) $24 Shares 325 Est. Cost $82.19 Unrealized -4.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $24 Shares 568 Est. Cost $37.29 Unrealized +7.0%
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $23 Shares 295 Est. Cost $65.82 Unrealized +18.0%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $23 Shares 100 Est. Cost $45.89 Unrealized +349.9%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $23 Shares 80 Est. Cost $272.75 Unrealized +25.3%
MKL MARKEL GROUP INC 0.0%
Value ($000) $22 Shares 12 Est. Cost $995.94 Unrealized +84.7%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $22 Shares 275 Est. Cost $68.95 Unrealized +4.3%
FCX FREEPORT-MCMORAN COPPER & GOLD CLASS B 0.0%
Value ($000) $22 Shares 570 Est. Cost $33.77 Unrealized +12.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $21 Shares 375 Est. Cost $60.16 Unrealized
WIX WIX.COM LTD 0.0%
Value ($000) $21 Shares 128 Est. Cost $200.08 Unrealized +3.8%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $21 Shares 300 Est. Cost $45.82 Unrealized +49.3%
SIEGY SIEMENS AG 0.0%
Value ($000) $20 Shares 170 Est. Cost $71.89 Unrealized
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $19 Shares 1,550 Est. Cost $11.78 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $19 Shares 120 Est. Cost $107.37 Unrealized +46.3%
DOCU DOCUSIGN INC 0.0%
Value ($000) $19 Shares 235 Est. Cost $130.95 Unrealized -33.1%
ECL ECOLAB INC. 0.0%
Value ($000) $19 Shares 75 Est. Cost $179.54 Unrealized +39.0%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $18 Shares 105 Est. Cost $89.43 Unrealized +105.0%
GWW W.W. GRAINGER 0.0%
Value ($000) $18 Shares 18 Est. Cost $621.54 Unrealized +65.1%
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $17 Shares 180 Est. Cost $88.57 Unrealized +14.5%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $10.37 Unrealized +61.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $78.98 Unrealized
MDB MONGODB, INC. 0.0%
Value ($000) $15 Shares 88 Est. Cost $66.66 Unrealized +265.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $15 Shares 285 Est. Cost $34.81 Unrealized +51.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $15 Shares 51 Est. Cost $188.09 Unrealized +52.2%
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $15 Shares 63 Est. Cost $90.98 Unrealized +196.1%
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $15 Shares 600 Est. Cost $43.23 Unrealized -44.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 340 Est. Cost $44.55 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.64 Unrealized
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $15 Shares 860 Est. Cost $52.21 Unrealized -67.4%
EBAY EBAY INC 0.0%
Value ($000) $14 Shares 207 Est. Cost $22.94 Unrealized +186.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $14 Shares 282 Est. Cost $56.27 Unrealized -15.0%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $14 Shares 615 Est. Cost $18.38 Unrealized +27.2%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $14 Shares 20 Est. Cost $612.90 Unrealized +16.6%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $13 Shares 925 Est. Cost $10.31 Unrealized
ADSK AUTODESK INC. 0.0%
Value ($000) $13 Shares 50 Est. Cost $230.34 Unrealized +23.5%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $13 Shares 361 Est. Cost $33.24 Unrealized
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $16.16 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $13 Shares 410 Est. Cost $32.08 Unrealized -7.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $12 Shares 60 Est. Cost $79.99 Unrealized +149.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $12 Shares 29 Est. Cost $241.65 Unrealized +101.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 524 Est. Cost $49.19 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $12 Shares 117 Est. Cost $131.70 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $12 Shares 19 Est. Cost $475.12 Unrealized +25.8%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $12 Shares 585 Est. Cost $3.70 Unrealized +367.4%
DVA DAVITA INC. 0.0%
Value ($000) $11 Shares 75 Est. Cost $83.84 Unrealized +87.4%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $42.07 Unrealized +84.9%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 410 Est. Cost $39.24 Unrealized
TWLO TWILIO INC. - A 0.0%
Value ($000) $11 Shares 113 Est. Cost $152.36 Unrealized -22.2%
BIIB BIOGEN INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $213.46 Unrealized -33.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $297.04 Unrealized +98.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $11 Shares 131 Est. Cost $22.69 Unrealized +257.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $11 Shares 100 Est. Cost $141.04 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $104.30 Unrealized +37.3%
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $10 Shares 90 Est. Cost $70.26 Unrealized +75.2%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $10 Shares 330 Est. Cost $26.44 Unrealized +39.5%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $10 Shares 278 Est. Cost $36.47 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $26.38 Unrealized
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $10 Shares 19 Est. Cost $312.70 Unrealized
UNILEVER PLC 0.0%
Value ($000) $10 Shares 170 Est. Cost $60.85 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $46.43 Unrealized +121.9%
LFUS LITTELFUSE INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $92.47 Unrealized +147.5%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $120.17 Unrealized -57.9%
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $134.94 Unrealized +45.5%
IJK ISHARES S&P M-D-CAP 400 GROWTH ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $88.11 Unrealized
ECG EVERUS CONSTRUCTION GROUP 0.0%
Value ($000) $9 Shares 250 Est. Cost $62.93 Unrealized -14.5%
DTCR GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF 0.0%
Value ($000) $9 Shares 569 Est. Cost $16.54 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $9 Shares 800 Est. Cost $11.95 Unrealized
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $9 Shares 50 Est. Cost $137.32 Unrealized
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $9 Shares 855 Est. Cost $12.27 Unrealized -18.1%
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $9 Shares 538 Est. Cost $16.12 Unrealized
FRT FEDERAL REALTY INVESTMENT TRUST COMMON STOCK 0.0%
Value ($000) $9 Shares 87 Est. Cost $106.96 Unrealized -7.2%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $8 Shares 150 Est. Cost $41.55 Unrealized +42.1%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $8 Shares 100 Est. Cost $17.81 Unrealized +393.0%
NUKZ RANGE NUCLEAR RENAISSANCE ETF 0.0%
Value ($000) $8 Shares 220 Est. Cost $40.91 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $8 Shares 280 Est. Cost $67.20 Unrealized -51.3%
PLAB PHOTRONICS INC. 0.0%
Value ($000) $8 Shares 387 Est. Cost $24.48 Unrealized -9.0%
TOTALENERGIES SE 0.0%
Value ($000) $8 Shares 122 Est. Cost $64.06 Unrealized
IDX VANECK INDONESIA INDEX ETF 0.0%
Value ($000) $8 Shares 627 Est. Cost $16.23 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $8 Shares 165 Est. Cost $115.58 Unrealized -55.7%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $8 Shares 215 Est. Cost $37.21 Unrealized
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -9.2%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.65 Unrealized +16.9%
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $7 Shares 900 Est. Cost $14.62 Unrealized -33.5%
KEY KEYCORP NEW COM 0.0%
Value ($000) $7 Shares 458 Est. Cost $16.25 Unrealized 0.0%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.68 Unrealized +55.2%
APH AMPHENOL CORPORATION-CL A 0.0%
Value ($000) $7 Shares 111 Est. Cost $67.73 Unrealized 0.0%
TTC TORO CO 0.0%
Value ($000) $7 Shares 100 Est. Cost $85.59 Unrealized -7.6%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
ANGLO AMERICAN PLC ADR 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.98 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $197.24 Unrealized -68.5%
ALLE ALLEGION PLC 0.0%
Value ($000) $7 Shares 52 Est. Cost $100.05 Unrealized +28.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $7 Shares 155 Est. Cost $42.29 Unrealized +38.6%
ROKU ROKU INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $214.25 Unrealized -62.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $103.01 Unrealized +21.5%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $7 Shares 40 Est. Cost $112.47 Unrealized +48.4%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $6 Shares 270 Est. Cost $209.45 Unrealized -86.1%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $6 Shares 264 Est. Cost $20.12 Unrealized
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $6 Shares 682 Est. Cost $3.96 Unrealized +152.4%
FRPT FRESHPET INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $53.26 Unrealized +129.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $6 Shares 75 Est. Cost $73.27 Unrealized
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $6 Shares 91 Est. Cost $50.76 Unrealized +34.1%
CME CME GROUP INC. 0.0%
Value ($000) $6 Shares 23 Est. Cost $129.10 Unrealized +87.8%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $6 Shares 340 Est. Cost $37.50 Unrealized
POST POST HOLDINGS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $35.89 Unrealized +209.1%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $5 Shares 1,565 Est. Cost $6.55 Unrealized -50.5%
WT WISDOMTREE INC 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.87 Unrealized -14.2%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $145.09 Unrealized
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $5 Shares 549 Est. Cost $27.33 Unrealized -51.8%
CORECARD CORPORATION 0.0%
Value ($000) $5 Shares 265 Est. Cost $32.82 Unrealized
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $5 Shares 115 Est. Cost $55.44 Unrealized -22.2%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES 0.0%
Value ($000) $4 Shares 60 Est. Cost $73.62 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $4 Shares 76 Est. Cost $36.95 Unrealized +70.1%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $4 Shares 690 Est. Cost $50.16 Unrealized -84.3%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $34.75 Unrealized -69.7%
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 +1.5%
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.55 Unrealized -4.0%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $4 Shares 134 Est. Cost $17.88 Unrealized +69.0%
RHP RYMAN HOSPITALITY PROPERTIES(REIT) 0.0%
Value ($000) $4 Shares 45 Est. Cost $118.47 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.93 Unrealized +59.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +43.2%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 135 Est. Cost $59.75 Unrealized -36.8%
TREX TREX COMPANY INC. 0.0%
Value ($000) $4 Shares 65 Est. Cost $47.38 Unrealized +37.1%
PPL PPL CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $22.90 Unrealized +43.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $4 Shares 50 Est. Cost $31.42 Unrealized +115.6%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $4 Shares 97 Est. Cost $40.15 Unrealized +3.3%
COUR COURSERA INC COM 0.0%
Value ($000) $3 Shares 520 Est. Cost $7.90 Unrealized +0.5%
CB CHUBB LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $241.21 Unrealized +14.5%
CUBE CUBESMART COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $50.28 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $265.47 Unrealized -84.3%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $3 Shares 300 Est. Cost $35.89 Unrealized
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $3 Shares 21 Est. Cost $152.55 Unrealized +8.4%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $3 Shares 955 Est. Cost $11.44 Unrealized -68.6%
TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 0.0%
Value ($000) $3 Shares 95 Est. Cost $76.05 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.04 Unrealized +40.0%
CFLT CONFLUENT INC. CLASS A COMMON STOCK 0.0%
Value ($000) $3 Shares 123 Est. Cost $24.16 Unrealized +19.8%
JD JD.COM INC.-ADR 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.45 Unrealized
MGM MGM MIRAGE 0.0%
Value ($000) $3 Shares 97 Est. Cost $43.73 Unrealized -23.2%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $3 Shares 320 Est. Cost $28.01 Unrealized -66.3%
CORNERSTONE STRATEGIC VALUE FUND INC. 0.0%
Value ($000) $3 Shares 380 Est. Cost $8.42 Unrealized
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $3 Shares 370 Est. Cost $4.75 Unrealized +230.8%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.20 Unrealized +22.4%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $3 Shares 16 Est. Cost $125.21 Unrealized +29.3%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $15.88 Unrealized
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $3 Shares 327 Est. Cost $203.34 Unrealized -95.0%
MTN VAIL RESORTS INC. 0.0%
Value ($000) $2 Shares 15 Est. Cost $218.90 Unrealized -24.1%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +107.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +52.4%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
PLD PROLOGIS, INC. 0.0%
Value ($000) $2 Shares 19 Est. Cost $108.70 Unrealized +2.9%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
PLUG PLUG POWER INC. 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $12.27 Unrealized -84.5%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +56.4%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $2 Shares 310 Est. Cost $27.58 Unrealized -69.7%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -27.6%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -37.9%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.37 Unrealized +12.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -45.4%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -71.6%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -89.0%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +14.7%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 73 Est. Cost $20.67 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.86 Unrealized +59.7%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $1 Shares 505 Est. Cost $15.68 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized +16.7%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 344 Est. Cost $8.44 Unrealized -53.6%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +38.4%
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -87.5%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $21.87 Unrealized -39.5%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $0 Shares 150 Est. Cost $4.20 Unrealized -27.8%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -17.8%
DNA GINKGO BIOWORKS HOLDINGS 0.0%
Value ($000) $0 Shares 43 Est. Cost $8.57 Unrealized +18.9%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
OM OUTSET MEDICAL INC. 0.0%
Value ($000) $0 Shares 18 Est. Cost $11.92 Unrealized 0.0%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $79.46 Unrealized -98.4%
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +103.7%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -92.1%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized