ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $275,424 (100.0% shares, 0.0% debt)

Holdings (480)

SPY SPDR S & P 500 ETF TRUST 13.2%
Value ($000) $36,399 Shares 58,914 Est. Cost $266.40 Unrealized
NVDA NVIDIA CORP. 5.2%
Value ($000) $14,440 Shares 91,401 Est. Cost $94.00 Unrealized +33.9%
AAPL APPLE INC 5.0%
Value ($000) $13,895 Shares 67,727 Est. Cost $88.09 Unrealized +128.6%
MSFT MICROSOFT CORP 4.4%
Value ($000) $12,199 Shares 24,526 Est. Cost $39.98 Unrealized +981.5%
AMZN AMAZON. COM, INC 3.0%
Value ($000) $8,221 Shares 37,474 Est. Cost $121.97 Unrealized +62.2%
VTHR ETF VANGUARD RUSSELL 3000 2.4%
Value ($000) $6,730 Shares 24,674 Est. Cost $206.02 Unrealized
JPM JPMORGAN CHASE & CO COM 2.3%
Value ($000) $6,427 Shares 22,170 Est. Cost $68.00 Unrealized +271.5%
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 2.1%
Value ($000) $5,880 Shares 10,380 Est. Cost $236.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.8%
Value ($000) $4,845 Shares 9,975 Est. Cost $201.70 Unrealized +151.8%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $4,419 Shares 27,734 Est. Cost $63.29 Unrealized +154.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.6%
Value ($000) $4,303 Shares 10,136 Est. Cost $272.22 Unrealized
META META PLATFORMS INC 1.5%
Value ($000) $4,157 Shares 5,632 Est. Cost $185.27 Unrealized +232.8%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.4%
Value ($000) $3,779 Shares 34,581 Est. Cost $81.78 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $3,499 Shares 9,545 Est. Cost $102.51 Unrealized +247.2%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 1.3%
Value ($000) $3,447 Shares 34,745 Est. Cost $111.87 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,445 Shares 22,554 Est. Cost $71.70 Unrealized +110.4%
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $3,365 Shares 30,579 Est. Cost $113.23 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $3,311 Shares 11,333 Est. Cost $88.67 Unrealized +242.3%
CAT CATERPILLAR INC 1.1%
Value ($000) $3,071 Shares 7,912 Est. Cost $87.92 Unrealized +276.3%
ABBV ABBVIE INC. 1.1%
Value ($000) $2,958 Shares 15,936 Est. Cost $57.83 Unrealized +215.9%
LLY ELI LILLY & CO 1.1%
Value ($000) $2,939 Shares 3,770 Est. Cost $105.34 Unrealized +634.2%
VUG VANGUARD GROWTH ETF 1.0%
Value ($000) $2,764 Shares 6,305 Est. Cost $268.13 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,545 Shares 23,607 Est. Cost $58.74 Unrealized +77.9%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.9%
Value ($000) $2,544 Shares 120,993 Est. Cost $20.47 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $2,530 Shares 19,163 Est. Cost $61.35 Unrealized +113.6%
XLK TECHNOLOGY SELECT SECT SPDR 0.9%
Value ($000) $2,518 Shares 9,945 Est. Cost $111.04 Unrealized
IBM INTL BUSINESS MACHINES 0.9%
Value ($000) $2,484 Shares 8,426 Est. Cost $118.91 Unrealized +113.5%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $2,462 Shares 5,315 Est. Cost $178.54 Unrealized +157.1%
WMT WALMART INC 0.9%
Value ($000) $2,392 Shares 24,467 Est. Cost $47.03 Unrealized +101.5%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.8%
Value ($000) $2,330 Shares 91,704 Est. Cost $25.06 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF 0.8%
Value ($000) $2,315 Shares 105,363 Est. Cost $21.61 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.8%
Value ($000) $2,311 Shares 99,104 Est. Cost $22.99 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value ($000) $2,305 Shares 16,097 Est. Cost $86.19 Unrealized +59.0%
CSCO CISCO SYSTEMS INC. 0.8%
Value ($000) $2,221 Shares 32,019 Est. Cost $27.17 Unrealized +122.2%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $2,205 Shares 9,637 Est. Cost $40.96 Unrealized +460.6%
KO COCA COLA CO 0.8%
Value ($000) $2,132 Shares 30,131 Est. Cost $34.43 Unrealized +102.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $1,867 Shares 6,142 Est. Cost $170.28 Unrealized
ORCL ORACLE CORPORATION 0.6%
Value ($000) $1,788 Shares 8,179 Est. Cost $57.17 Unrealized +181.3%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,757 Shares 25,314 Est. Cost $53.96 Unrealized +26.2%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,732 Shares 4,877 Est. Cost $148.86 Unrealized +133.1%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $1,690 Shares 6,038 Est. Cost $154.44 Unrealized
OEF ISHARES S & P 100 ETF 0.6%
Value ($000) $1,688 Shares 5,545 Est. Cost $83.12 Unrealized
TSLA TESLA MOTORS INC 0.6%
Value ($000) $1,615 Shares 5,085 Est. Cost $238.35 Unrealized +26.4%
SYK STRYKER CORP 0.6%
Value ($000) $1,593 Shares 4,026 Est. Cost $111.83 Unrealized +232.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,530 Shares 9,604 Est. Cost $63.21 Unrealized +129.4%
AMAT APPLIED MATL INC 0.5%
Value ($000) $1,505 Shares 8,219 Est. Cost $85.89 Unrealized +83.3%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,497 Shares 1,512 Est. Cost $184.00 Unrealized +438.4%
IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF 0.5%
Value ($000) $1,397 Shares 55,257 Est. Cost $24.83 Unrealized
BLK BLACKROCK INC 0.5%
Value ($000) $1,392 Shares 1,327 Est. Cost $990.64 Unrealized -5.8%
EFA ISHARES MSCI EAFE ETF FUND 0.5%
Value ($000) $1,333 Shares 14,917 Est. Cost $72.50 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $1,331 Shares 10,733 Est. Cost $71.77 Unrealized +43.2%
SO SOUTHERN CO 0.5%
Value ($000) $1,300 Shares 14,156 Est. Cost $37.11 Unrealized +137.1%
NFLX NETFLIX INC 0.5%
Value ($000) $1,282 Shares 957 Est. Cost $39.89 Unrealized +183.4%
MET METLIFE INC 0.5%
Value ($000) $1,249 Shares 15,526 Est. Cost $40.06 Unrealized +89.3%
CL COLGATE PALMOLIVE 0.4%
Value ($000) $1,153 Shares 12,681 Est. Cost $52.05 Unrealized +73.0%
ABT ABBOTT LABS 0.4%
Value ($000) $1,144 Shares 8,409 Est. Cost $54.77 Unrealized +138.5%
SMH VANECK SEMICONDUCTOR ETF 0.4%
Value ($000) $1,134 Shares 4,066 Est. Cost $225.24 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,125 Shares 9,433 Est. Cost $61.04 Unrealized +79.3%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,097 Shares 23,702 Est. Cost $35.11 Unrealized +34.4%
IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF 0.4%
Value ($000) $1,088 Shares 42,027 Est. Cost $25.48 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $1,087 Shares 3,524 Est. Cost $46.36 Unrealized +552.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,058 Shares 24,461 Est. Cost $32.64 Unrealized +28.1%
IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF 0.3%
Value ($000) $962 Shares 39,624 Est. Cost $23.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value ($000) $952 Shares 4,901 Est. Cost $163.05 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $926 Shares 6,527 Est. Cost $95.32 Unrealized +14.2%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $837 Shares 3,594 Est. Cost $152.81 Unrealized +30.7%
ACN ACCENTURE PLC 0.3%
Value ($000) $837 Shares 2,800 Est. Cost $104.35 Unrealized +190.3%
MS MORGAN STANLEY 0.3%
Value ($000) $833 Shares 5,911 Est. Cost $66.01 Unrealized +83.2%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $816 Shares 2,797 Est. Cost $143.09 Unrealized +90.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $812 Shares 15,506 Est. Cost $37.10 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $803 Shares 33,143 Est. Cost $29.76 Unrealized -24.9%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $802 Shares 2,874 Est. Cost $180.40 Unrealized +54.0%
DHR DANAHER CORP 0.3%
Value ($000) $800 Shares 4,051 Est. Cost $108.85 Unrealized +77.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $786 Shares 7,243 Est. Cost $73.41 Unrealized
MRK MERCK & CO., INC 0.3%
Value ($000) $778 Shares 9,828 Est. Cost $49.83 Unrealized +55.3%
GEV GE VERNOVA INC COM 0.3%
Value ($000) $739 Shares 1,397 Est. Cost $233.31 Unrealized +78.3%
IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF 0.3%
Value ($000) $722 Shares 29,760 Est. Cost $24.01 Unrealized
C CITIGROUP INC. 0.3%
Value ($000) $711 Shares 8,349 Est. Cost $49.84 Unrealized +42.8%
CSX CSX CORPORATION 0.3%
Value ($000) $701 Shares 21,486 Est. Cost $24.43 Unrealized +21.9%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $683 Shares 11,015 Est. Cost $95.05 Unrealized
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $681 Shares 1,339 Est. Cost $162.10 Unrealized +199.0%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $681 Shares 2,134 Est. Cost $94.54 Unrealized +195.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $663 Shares 2,126 Est. Cost $262.36 Unrealized +42.9%
T AT&T INC. 0.2%
Value ($000) $653 Shares 22,586 Est. Cost $13.25 Unrealized +103.4%
VLO VALERO ENERGY NEW 0.2%
Value ($000) $647 Shares 4,811 Est. Cost $71.21 Unrealized +71.7%
WMB THE WILLIAMS CO. INC. 0.2%
Value ($000) $630 Shares 10,032 Est. Cost $26.39 Unrealized +118.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $629 Shares 7,412 Est. Cost $88.38 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $619 Shares 2,031 Est. Cost $203.26 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $614 Shares 2,769 Est. Cost $72.76 Unrealized +203.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $602 Shares 8,722 Est. Cost $55.14 Unrealized +16.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $598 Shares 12,640 Est. Cost $26.46 Unrealized +56.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $588 Shares 2,980 Est. Cost $89.87 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $559 Shares 4,194 Est. Cost $49.57 Unrealized +129.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $545 Shares 4,047 Est. Cost $142.38 Unrealized
AMT AMERICAN TOWER CORPORATION 0.2%
Value ($000) $487 Shares 2,203 Est. Cost $118.62 Unrealized +77.3%
DUK DUKE ENERGY CORPORATION NEW 0.2%
Value ($000) $479 Shares 4,063 Est. Cost $81.70 Unrealized +41.3%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.2%
Value ($000) $479 Shares 8,398 Est. Cost $44.16 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $471 Shares 21,051 Est. Cost $22.42 Unrealized -7.6%
MMM 3M CO COM 0.2%
Value ($000) $464 Shares 3,051 Est. Cost $87.24 Unrealized +61.9%
PM PHILIP MORRIS INTERNATIONAL W/I 0.2%
Value ($000) $440 Shares 2,415 Est. Cost $77.78 Unrealized +115.2%
ADBE ADOBE INC 0.1%
Value ($000) $413 Shares 1,067 Est. Cost $346.70 Unrealized +11.1%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $400 Shares 712 Est. Cost $198.47 Unrealized +177.9%
CRM SALESFORCE, INC. 0.1%
Value ($000) $389 Shares 1,428 Est. Cost $184.70 Unrealized +44.0%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.1%
Value ($000) $388 Shares 5,275 Est. Cost $81.27 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $372 Shares 3,772 Est. Cost $77.70 Unrealized +20.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $350 Shares 2,375 Est. Cost $111.72 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $337 Shares 674 Est. Cost $289.01 Unrealized +68.2%
BBUS JPMORGAN BETABUILDER ETF 0.1%
Value ($000) $328 Shares 2,935 Est. Cost $103.99 Unrealized
D DOMINION ENERGY, INC. 0.1%
Value ($000) $321 Shares 5,672 Est. Cost $50.71 Unrealized +4.8%
KMB KIMBERLY CLARK 0.1%
Value ($000) $308 Shares 2,392 Est. Cost $81.39 Unrealized +61.8%
AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT 0.1%
Value ($000) $307 Shares 7,022 Est. Cost $33.90 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $306 Shares 1,493 Est. Cost $156.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $305 Shares 2,837 Est. Cost $77.09 Unrealized +30.1%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $305 Shares 3,324 Est. Cost $38.49 Unrealized +121.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $291 Shares 1,349 Est. Cost $144.80 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $290 Shares 1,013 Est. Cost $265.31 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $287 Shares 1,210 Est. Cost $232.22 Unrealized
IYK ISHARES US CONSUMER STAPLES EFT 0.1%
Value ($000) $281 Shares 3,984 Est. Cost $106.41 Unrealized
NKE NIKE, INC 0.1%
Value ($000) $278 Shares 3,911 Est. Cost $75.07 Unrealized -21.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $262 Shares 2,922 Est. Cost $53.12 Unrealized +65.7%
TD TORONTO-DOMINION BANK NEW 0.1%
Value ($000) $262 Shares 3,562 Est. Cost $63.22 Unrealized +3.2%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $258 Shares 352 Est. Cost $105.47 Unrealized +567.3%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $254 Shares 5,130 Est. Cost $41.74 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $245 Shares 5,783 Est. Cost $36.77 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $244 Shares 6,851 Est. Cost $35.93 Unrealized -5.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $239 Shares 3,268 Est. Cost $17.40 Unrealized +286.9%
DAR DARLING INGREDIENTS INC. COMMON STOCK 0.1%
Value ($000) $231 Shares 6,100 Est. Cost $48.87 Unrealized -32.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $230 Shares 2,505 Est. Cost $76.93 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.1%
Value ($000) $229 Shares 7,373 Est. Cost $24.44 Unrealized
YUM YUM BRANDS INC. 0.1%
Value ($000) $219 Shares 1,480 Est. Cost $96.19 Unrealized +49.9%
CALF PACER SMALL CAP ETF 0.1%
Value ($000) $214 Shares 5,378 Est. Cost $47.32 Unrealized
EME EMCOR GROUP INC. COMMON STOCK 0.1%
Value ($000) $214 Shares 400 Est. Cost $220.58 Unrealized +99.9%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $210 Shares 400 Est. Cost $544.58 Unrealized +2.1%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $210 Shares 3,580 Est. Cost $28.07 Unrealized +99.3%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $207 Shares 250 Est. Cost $139.41 Unrealized +388.1%
GLW CORNING INC 0.1%
Value ($000) $205 Shares 3,895 Est. Cost $25.29 Unrealized +83.1%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $203 Shares 457 Est. Cost $259.98 Unrealized +77.3%
ISHARES IBONDS DEC 2025 CORP-ETF 0.1%
Value ($000) $202 Shares 8,039 Est. Cost $24.78 Unrealized
GILD GILEAD SCIENCES, INC. 0.1%
Value ($000) $202 Shares 1,822 Est. Cost $49.80 Unrealized +109.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $201 Shares 980 Est. Cost $149.65 Unrealized +24.1%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $198 Shares 1,460 Est. Cost $103.32 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $198 Shares 10,800 Est. Cost $9.03 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $191 Shares 3,700 Est. Cost $30.00 Unrealized
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $187 Shares 5,100 Est. Cost $15.27 Unrealized +139.3%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $187 Shares 811 Est. Cost $174.55 Unrealized +25.2%
CMI CUMMINS INC 0.1%
Value ($000) $185 Shares 564 Est. Cost $97.00 Unrealized +215.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $184 Shares 1,068 Est. Cost $128.28 Unrealized +40.7%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $180 Shares 845 Est. Cost $144.52 Unrealized +28.0%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $178 Shares 1,070 Est. Cost $58.95 Unrealized +150.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $177 Shares 1,312 Est. Cost $94.19 Unrealized
SLV ETF ISHARES SILVER TR 0.1%
Value ($000) $174 Shares 5,313 Est. Cost $21.74 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $173 Shares 762 Est. Cost $208.93 Unrealized +3.0%
TRV TRAVELERS COS INC 0.1%
Value ($000) $169 Shares 630 Est. Cost $75.37 Unrealized +245.9%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $168 Shares 679 Est. Cost $126.96 Unrealized +86.8%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $164 Shares 435 Est. Cost $61.12 Unrealized +424.8%
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $163 Shares 1,643 Est. Cost $48.74 Unrealized +95.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $159 Shares 1,200 Est. Cost $105.50 Unrealized +24.4%
OKE ONEOK INC 0.1%
Value ($000) $158 Shares 1,930 Est. Cost $56.93 Unrealized +41.7%
CMC COMMERCIAL METALS COMPANY COMMON STOCK 0.1%
Value ($000) $156 Shares 3,200 Est. Cost $48.66 Unrealized -5.7%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $156 Shares 1,587 Est. Cost $79.49 Unrealized +34.9%
NUE NUCOR 0.1%
Value ($000) $156 Shares 1,203 Est. Cost $39.16 Unrealized +195.0%
AWR AMERICAN STATES WATER COMPANY COMMON STOCK 0.1%
Value ($000) $153 Shares 2,000 Est. Cost $78.33 Unrealized -1.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $152 Shares 1,234 Est. Cost $64.17 Unrealized +96.2%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $147 Shares 620 Est. Cost $272.34 Unrealized +1.1%
ETR ENTERGY CORPORATION 0.1%
Value ($000) $143 Shares 1,718 Est. Cost $46.18 Unrealized +76.0%
ETN EATON CORP PLC 0.1%
Value ($000) $143 Shares 400 Est. Cost $129.30 Unrealized +137.2%
IBCA ISHARES IBONDS DEC 2035 TERMCORPORATE ETF 0.1%
Value ($000) $140 Shares 5,452 Est. Cost $25.63 Unrealized
CASY CASEY'S GENERAL STORES INC 0.1%
Value ($000) $138 Shares 270 Est. Cost $209.85 Unrealized +118.8%
DOW DOW INC. 0.0%
Value ($000) $137 Shares 5,169 Est. Cost $43.04 Unrealized -35.4%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $137 Shares 7,536 Est. Cost $16.13 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $128 Shares 1,268 Est. Cost $101.76 Unrealized -7.5%
LQD ISHARES IBOXX $INVESTMENT BOND FD 0.0%
Value ($000) $125 Shares 1,138 Est. Cost $103.82 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $124 Shares 5,396 Est. Cost $22.38 Unrealized
BA BOEING 0.0%
Value ($000) $122 Shares 580 Est. Cost $140.44 Unrealized +34.5%
MKC MCCORMICK & CO. 0.0%
Value ($000) $121 Shares 1,600 Est. Cost $57.49 Unrealized +27.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $121 Shares 600 Est. Cost $69.32 Unrealized +184.0%
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W 0.0%
Value ($000) $114 Shares 1,151 Est. Cost $117.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR 0.0%
Value ($000) $113 Shares 498 Est. Cost $138.04 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $111 Shares 627 Est. Cost $159.75 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $107 Shares 2,371 Est. Cost $31.43 Unrealized +39.3%
GIS GENERAL MILLS, INC 0.0%
Value ($000) $105 Shares 2,030 Est. Cost $35.24 Unrealized +52.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $102 Shares 1,513 Est. Cost $31.50 Unrealized +106.8%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $102 Shares 914 Est. Cost $77.89 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $101 Shares 1,267 Est. Cost $51.88 Unrealized +54.6%
MLI MUELLER INDUSTRIES INC. COMMON STOCK 0.0%
Value ($000) $95 Shares 1,200 Est. Cost $38.86 Unrealized +92.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $94 Shares 335 Est. Cost $235.44 Unrealized +13.9%
WLY JOHN WILEY & SONS INC 0.0%
Value ($000) $94 Shares 2,100 Est. Cost $31.72 Unrealized +28.9%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $93 Shares 799 Est. Cost $85.38 Unrealized
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $92 Shares 729 Est. Cost $99.06 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $89 Shares 160 Est. Cost $170.70 Unrealized +243.1%
SRE SEMPRA 0.0%
Value ($000) $89 Shares 1,170 Est. Cost $59.94 Unrealized +21.1%
RIO RIO TINTO PLC 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $73.33 Unrealized
PHM PULTEGROUP, INC 0.0%
Value ($000) $87 Shares 822 Est. Cost $40.72 Unrealized +146.1%
SYY SYSCO CORPORATION 0.0%
Value ($000) $86 Shares 1,132 Est. Cost $66.81 Unrealized +6.4%
EXC EXELON CORP 0.0%
Value ($000) $83 Shares 1,910 Est. Cost $26.65 Unrealized +63.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $81 Shares 131 Est. Cost $418.18 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $81 Shares 1,014 Est. Cost $40.23 Unrealized +76.8%
CNX CNX RESOURCES COPRORATION COMMON STOCK 0.0%
Value ($000) $81 Shares 2,400 Est. Cost $20.73 Unrealized +52.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $79 Shares 1,742 Est. Cost $31.82 Unrealized +28.1%
ATR APTARGROUP INC. COMMON STOCK 0.0%
Value ($000) $78 Shares 500 Est. Cost $123.28 Unrealized +21.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $77 Shares 1,082 Est. Cost $71.26 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $76 Shares 1,312 Est. Cost $30.21 Unrealized +75.1%
VSH VISHAY INTERTECHNOLOGY, INC. 0.0%
Value ($000) $76 Shares 4,800 Est. Cost $23.28 Unrealized -41.4%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $76 Shares 408 Est. Cost $109.22 Unrealized +52.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $75 Shares 453 Est. Cost $183.93 Unrealized -12.1%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $75 Shares 2,554 Est. Cost $20.10 Unrealized +33.1%
FLEX FLEXTRONICS INTL 0.0%
Value ($000) $72 Shares 1,450 Est. Cost $12.00 Unrealized +224.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $72 Shares 893 Est. Cost $68.51 Unrealized
FTNYX MACQUARIE TAX-FREE NEW YORK FD CL A 0.0%
Value ($000) $71 Shares 7,092 Est. Cost $10.08 Unrealized
AIN ALBANY INTERNATIONAL CORPORATION COMMON STOCK 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $88.05 Unrealized -25.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $70 Shares 402 Est. Cost $74.49 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $70 Shares 600 Est. Cost $99.66 Unrealized +11.4%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $69 Shares 201 Est. Cost $228.93 Unrealized +50.5%
MRVL MARVELL TECHNOLOGY INC. COMMON STOCK 0.0%
Value ($000) $69 Shares 888 Est. Cost $54.18 Unrealized +14.9%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $69 Shares 1,102 Est. Cost $42.15 Unrealized +37.4%
TFI SPDR NUVEEN BLOOMBERG BARCLAY MUNICIPAL BOND ETF 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $51.33 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $25.33 Unrealized
FCG FIRST TRUST NATRUAL GAS ETF 0.0%
Value ($000) $65 Shares 2,823 Est. Cost $24.62 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.0%
Value ($000) $65 Shares 797 Est. Cost $54.51 Unrealized
AROW ARROW FINANCIAL CORPORATION 0.0%
Value ($000) $65 Shares 2,456 Est. Cost $27.02 Unrealized -8.9%
MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $64 Shares 1,015 Est. Cost $54.43 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $63 Shares 847 Est. Cost $73.13 Unrealized -4.9%
VONG VANGUARD RUSSELL 1000 GROWTHETF 0.0%
Value ($000) $63 Shares 574 Est. Cost $94.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $62 Shares 577 Est. Cost $40.64 Unrealized +148.9%
TMDX TRANSMEDICS GROUP INC. 0.0%
Value ($000) $62 Shares 460 Est. Cost $21.34 Unrealized +414.6%
GATX GATX CORPORATION 0.0%
Value ($000) $61 Shares 400 Est. Cost $115.95 Unrealized +27.9%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $61 Shares 1,333 Est. Cost $20.15 Unrealized +65.9%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $61 Shares 87 Est. Cost $381.37 Unrealized +64.7%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $61 Shares 255 Est. Cost $98.63 Unrealized
DLR DIGITAL REALTY TRUST INC. 0.0%
Value ($000) $60 Shares 343 Est. Cost $146.43 Unrealized +9.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $60 Shares 450 Est. Cost $112.22 Unrealized
EFX EQUIFAX INC. 0.0%
Value ($000) $59 Shares 229 Est. Cost $252.97 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $59 Shares 537 Est. Cost $92.95 Unrealized
EXE CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $58 Shares 500 Est. Cost $79.10 Unrealized +37.9%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $58 Shares 800 Est. Cost $58.36 Unrealized +9.4%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $57 Shares 425 Est. Cost $66.56 Unrealized +66.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $55 Shares 609 Est. Cost $39.81 Unrealized +110.9%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $37.16 Unrealized +27.2%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $54 Shares 778 Est. Cost $56.88 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 670 Est. Cost $66.20 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $54 Shares 1,710 Est. Cost $30.48 Unrealized -1.7%
SMMT SUMMIT THERAPEUTICS INC. 0.0%
Value ($000) $53 Shares 2,500 Est. Cost $3.44 Unrealized +563.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $53 Shares 66 Est. Cost $685.76 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $53 Shares 300 Est. Cost $173.25 Unrealized -0.3%
DHI D R HORTON INC 0.0%
Value ($000) $52 Shares 406 Est. Cost $91.90 Unrealized +33.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $49 Shares 473 Est. Cost $84.20 Unrealized +21.1%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $48 Shares 546 Est. Cost $62.95 Unrealized
DSTL DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF 0.0%
Value ($000) $47 Shares 849 Est. Cost $55.34 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $46 Shares 500 Est. Cost $87.86 Unrealized +9.2%
VTWO ETF VANGUARD RUSSELL 2000 0.0%
Value ($000) $45 Shares 514 Est. Cost $98.72 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $44 Shares 211 Est. Cost $52.39 Unrealized +232.6%
SCL STEPAN CO 0.0%
Value ($000) $44 Shares 800 Est. Cost $86.67 Unrealized -39.1%
ABM ABM INDUSTRIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $42 Shares 900 Est. Cost $45.84 Unrealized +3.6%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $42 Shares 79 Est. Cost $249.92 Unrealized +96.2%
CLX CLOROX COMPANY 0.0%
Value ($000) $42 Shares 350 Est. Cost $100.10 Unrealized +30.3%
XBI ETF SPDR S&P BIOTECH 0.0%
Value ($000) $42 Shares 505 Est. Cost $93.05 Unrealized
HYDB ISHARE HIGH YIELD BOND FACTOR EFT 0.0%
Value ($000) $42 Shares 882 Est. Cost $45.07 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value ($000) $41 Shares 296 Est. Cost $111.05 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $40 Shares 170 Est. Cost $239.29 Unrealized +0.9%
KR KROGER COMPANY 0.0%
Value ($000) $40 Shares 553 Est. Cost $56.61 Unrealized +20.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $39 Shares 15 Est. Cost $1237.15 Unrealized +88.8%
PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK 0.0%
Value ($000) $39 Shares 285 Est. Cost $82.38 Unrealized +42.4%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $38 Shares 150 Est. Cost $222.85 Unrealized +4.6%
NASDX SHELTON FDS NASDAQ 100 INDEX FD CL INV 0.0%
Value ($000) $38 Shares 911 Est. Cost $42.06 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $37 Shares 2,843 Est. Cost $15.42 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $37 Shares 121 Est. Cost $164.56 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $36 Shares 3,300 Est. Cost $10.21 Unrealized -3.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $35 Shares 309 Est. Cost $97.47 Unrealized
LNC LINCOLN NATIONAL CORPORATION 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $27.56 Unrealized +14.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $34 Shares 1,030 Est. Cost $29.79 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $34 Shares 896 Est. Cost $23.62 Unrealized +51.9%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $28.98 Unrealized +4.0%
HUBG HUB GROUP INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $40.15 Unrealized -16.4%
PPA INVESCO AEROSPACE & DEFENSE EFT 0.0%
Value ($000) $33 Shares 235 Est. Cost $97.86 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD 0.0%
Value ($000) $33 Shares 2,900 Est. Cost $11.04 Unrealized
LNG CHENIERE ENERGY, INC. 0.0%
Value ($000) $33 Shares 135 Est. Cost $203.03 Unrealized +14.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $33 Shares 915 Est. Cost $59.99 Unrealized -49.4%
BP BP P.L.C. 0.0%
Value ($000) $31 Shares 1,044 Est. Cost $35.91 Unrealized
RGEN REPLIGEN CORPORATION 0.0%
Value ($000) $31 Shares 250 Est. Cost $144.15 Unrealized -11.7%
PNR PENTAIR PLC 0.0%
Value ($000) $31 Shares 300 Est. Cost $65.60 Unrealized +41.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $31 Shares 304 Est. Cost $50.28 Unrealized +106.2%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 140 Est. Cost $98.39 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $58.92 Unrealized -49.1%
SPIP SPDR PORTFOLIO TIP ETF 0.0%
Value ($000) $29 Shares 1,131 Est. Cost $30.95 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $29 Shares 431 Est. Cost $60.33 Unrealized +12.4%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF 0.0%
Value ($000) $29 Shares 1,260 Est. Cost $26.66 Unrealized
AMCOR PLC ORDINARY SHARES 0.0%
Value ($000) $29 Shares 3,190 Est. Cost $9.15 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $28 Shares 1,155 Est. Cost $33.10 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $28 Shares 675 Est. Cost $21.83 Unrealized +67.4%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $28 Shares 228 Est. Cost $87.55 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $28 Shares 210 Est. Cost $125.84 Unrealized
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $27 Shares 15 Est. Cost $167.00 Unrealized +1024.4%
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $27 Shares 295 Est. Cost $65.82 Unrealized +26.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $90.86 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $27 Shares 49 Est. Cost $284.16 Unrealized +84.0%
TMO THERMO FISHER SCIENTIFIC, INC 0.0%
Value ($000) $26 Shares 65 Est. Cost $548.38 Unrealized -23.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $26 Shares 82 Est. Cost $231.03 Unrealized +30.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.33 Unrealized +1.9%
ZBRA ZEBRA TECHNOLOGIES CORP CLASS A 0.0%
Value ($000) $25 Shares 80 Est. Cost $272.75 Unrealized -0.5%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $25 Shares 771 Est. Cost $48.54 Unrealized -35.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $24 Shares 12 Est. Cost $995.94 Unrealized +88.3%
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $23 Shares 100 Est. Cost $45.89 Unrealized +384.2%
NFG NATIONAL FUEL GAS CO. NJ 0.0%
Value ($000) $23 Shares 275 Est. Cost $68.95 Unrealized +17.1%
FNF FIDELITY NATIONAL FINANCIAL INC. COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $35.34 Unrealized +55.5%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $22 Shares 375 Est. Cost $60.16 Unrealized
SIEGY SIEMENS AG 0.0%
Value ($000) $22 Shares 170 Est. Cost $71.89 Unrealized
BBY BEST BUY 0.0%
Value ($000) $22 Shares 325 Est. Cost $82.19 Unrealized -20.4%
WIX WIX.COM LTD 0.0%
Value ($000) $20 Shares 128 Est. Cost $200.08 Unrealized -19.5%
BOH BANK OF HAWAII CORPORATION COMMON STOCK 0.0%
Value ($000) $20 Shares 300 Est. Cost $45.82 Unrealized +41.1%
ECL ECOLAB INC. 0.0%
Value ($000) $20 Shares 75 Est. Cost $179.54 Unrealized +40.5%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $11.38 Unrealized +44.6%
CRAI CRA INTERNATIONAL INC. 0.0%
Value ($000) $20 Shares 105 Est. Cost $89.43 Unrealized +98.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $19 Shares 568 Est. Cost $37.29 Unrealized -9.0%
FTNT FORTINET INC. COMMON STOCK 0.0%
Value ($000) $19 Shares 180 Est. Cost $88.57 Unrealized +13.9%
MDB MONGODB, INC. 0.0%
Value ($000) $19 Shares 89 Est. Cost $67.99 Unrealized +171.9%
NUVEEN AMT-FREE MUNI CREDIT INCOME FUND 0.0%
Value ($000) $18 Shares 1,550 Est. Cost $11.78 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $18 Shares 235 Est. Cost $130.95 Unrealized -38.2%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $18 Shares 20 Est. Cost $612.90 Unrealized +22.1%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $17 Shares 539 Est. Cost $32.14 Unrealized
MAR MARRIOTT INTERNATIONAL INC. CLASS A 0.0%
Value ($000) $17 Shares 63 Est. Cost $90.98 Unrealized +173.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH EFT 0.0%
Value ($000) $17 Shares 193 Est. Cost $82.73 Unrealized
FLGT FULGENT GENETICS INC. 0.0%
Value ($000) $17 Shares 860 Est. Cost $52.21 Unrealized -62.7%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $17 Shares 180 Est. Cost $57.34 Unrealized
FANG DIAMONDBACK ENERGY INC. 0.0%
Value ($000) $16 Shares 120 Est. Cost $107.37 Unrealized +26.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 340 Est. Cost $44.55 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $16 Shares 100 Est. Cost $141.04 Unrealized
OPRA OPERA LIMITED AMERICAN DEPOSITARY 0.0%
Value ($000) $16 Shares 854 Est. Cost $17.14 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $16 Shares 382 Est. Cost $52.31 Unrealized -21.3%
ECG EVERUS CONSTRUCTION GROUP 0.0%
Value ($000) $16 Shares 250 Est. Cost $62.93 Unrealized -19.6%
ADSK AUTODESK INC. 0.0%
Value ($000) $15 Shares 50 Est. Cost $230.34 Unrealized +23.2%
DFH DREAM FINDERS HOMES INC. - CLASS A 0.0%
Value ($000) $15 Shares 615 Est. Cost $18.38 Unrealized +22.3%
EBAY EBAY INC 0.0%
Value ($000) $15 Shares 207 Est. Cost $22.94 Unrealized +206.1%
INTU INTUIT INC 0.0%
Value ($000) $15 Shares 19 Est. Cost $475.12 Unrealized +42.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $15 Shares 21 Est. Cost $310.12 Unrealized +84.4%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.64 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $15 Shares 60 Est. Cost $79.99 Unrealized +181.7%
FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY 0.0%
Value ($000) $14 Shares 361 Est. Cost $33.24 Unrealized
PCRX PACIRA BIOSCIENCES, INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $43.23 Unrealized -41.7%
TWLO TWILIO INC. - A 0.0%
Value ($000) $14 Shares 113 Est. Cost $152.36 Unrealized -30.2%
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $42.07 Unrealized +88.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $13 Shares 285 Est. Cost $34.81 Unrealized +32.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 524 Est. Cost $49.19 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $13 Shares 214 Est. Cost $59.44 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $40.91 Unrealized
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $12 Shares 925 Est. Cost $10.31 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $12 Shares 225 Est. Cost $120.17 Unrealized -57.7%
DEO DIAGEO PLC 0.0%
Value ($000) $12 Shares 117 Est. Cost $131.70 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $12 Shares 410 Est. Cost $39.24 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES INC. 0.0%
Value ($000) $12 Shares 48 Est. Cost $220.44 Unrealized 0.0%
PBR/A PETROLEO BRASILEIRO S.A. ADR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $16.16 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $92.47 Unrealized +113.3%
SMID SMITH-MIDLAND CORPORATION 0.0%
Value ($000) $11 Shares 330 Est. Cost $26.44 Unrealized +15.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.0%
Value ($000) $11 Shares 131 Est. Cost $22.69 Unrealized +247.8%
APH AMPHENOL CORPORATION-CL A 0.0%
Value ($000) $11 Shares 111 Est. Cost $67.73 Unrealized +20.2%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.0%
Value ($000) $11 Shares 19 Est. Cost $312.70 Unrealized
DVA DAVITA INC. 0.0%
Value ($000) $11 Shares 75 Est. Cost $83.84 Unrealized +69.0%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $11 Shares 585 Est. Cost $3.70 Unrealized +451.1%
CM CANADIAN IMPERIAL BANK OF COMMERCE 0.0%
Value ($000) $11 Shares 150 Est. Cost $41.55 Unrealized +53.4%
DTCR GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF 0.0%
Value ($000) $11 Shares 569 Est. Cost $16.54 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $46.43 Unrealized +111.0%
UNILEVER PLC 0.0%
Value ($000) $10 Shares 170 Est. Cost $60.85 Unrealized
LECO LINCOLN ELECTRIC HOLDING INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $134.94 Unrealized +41.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $241.65 Unrealized +92.8%
IJK ISHARES S&P M-D-CAP 400 GROWTH ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $88.11 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $213.46 Unrealized -41.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $104.30 Unrealized +41.4%
LEN LENNAR COPORATION CLASS A 0.0%
Value ($000) $10 Shares 90 Est. Cost $70.26 Unrealized +52.7%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $197.24 Unrealized -75.1%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY 0.0%
Value ($000) $9 Shares 215 Est. Cost $37.21 Unrealized
MITK MITEK SYSTEMS INC. 0.0%
Value ($000) $9 Shares 900 Est. Cost $14.62 Unrealized -38.6%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $9 Shares 50 Est. Cost $137.32 Unrealized
APPN APPIAN CORPORATION 0.0%
Value ($000) $8 Shares 280 Est. Cost $67.20 Unrealized -55.3%
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 95 Est. Cost $214.25 Unrealized -67.4%
ETSY ETSY INC 0.0%
Value ($000) $8 Shares 165 Est. Cost $115.58 Unrealized -57.0%
VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A 0.0%
Value ($000) $8 Shares 855 Est. Cost $12.27 Unrealized -21.4%
FRT FEDERAL REALTY INVESTMENT TRUST COMMON STOCK 0.0%
Value ($000) $8 Shares 87 Est. Cost $106.96 Unrealized -14.6%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $8 Shares 76 Est. Cost $36.95 Unrealized +112.6%
KEY KEYCORP NEW COM 0.0%
Value ($000) $8 Shares 458 Est. Cost $16.25 Unrealized -7.3%
FVRR FIVERR INTERNATIONAL LTD. 0.0%
Value ($000) $8 Shares 270 Est. Cost $209.45 Unrealized -86.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.65 Unrealized +10.4%
WFCF WHERE FOOD COMES FROM INC. 0.0%
Value ($000) $8 Shares 700 Est. Cost $13.29 Unrealized -19.6%
CORECARD CORPORATION 0.0%
Value ($000) $8 Shares 265 Est. Cost $32.82 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $8 Shares 155 Est. Cost $42.29 Unrealized +7.7%
NUVEEN QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $8 Shares 669 Est. Cost $11.53 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $7 Shares 52 Est. Cost $100.05 Unrealized +36.2%
TOTALENERGIES SE 0.0%
Value ($000) $7 Shares 122 Est. Cost $64.06 Unrealized
SOFI SOFI TECHNOLOGIES INC- COMMON STOCK 0.0%
Value ($000) $7 Shares 400 Est. Cost $13.19 Unrealized 0.0%
TTC TORO CO 0.0%
Value ($000) $7 Shares 100 Est. Cost $85.59 Unrealized -17.1%
WT WISDOMTREE INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $10.87 Unrealized -13.8%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $7 Shares 549 Est. Cost $27.33 Unrealized -61.4%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.60 Unrealized 0.0%
SMART GLOBAL HOLDINGS INC. 0.0%
Value ($000) $7 Shares 340 Est. Cost $37.50 Unrealized
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $6 Shares 40 Est. Cost $112.47 Unrealized +35.8%
CME CME GROUP INC. 0.0%
Value ($000) $6 Shares 23 Est. Cost $129.10 Unrealized +108.0%
DCI DONALDSON COMPANY INC 0.0%
Value ($000) $6 Shares 91 Est. Cost $50.76 Unrealized +30.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $103.01 Unrealized +8.8%
GH GUARDANT HEALTH INC. 0.0%
Value ($000) $6 Shares 115 Est. Cost $55.44 Unrealized -19.4%
RMNI RIMINI STREET INC. 0.0%
Value ($000) $6 Shares 1,565 Est. Cost $6.55 Unrealized -49.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $6 Shares 500 Est. Cost $11.95 Unrealized
INFY INFOSYS LTD INR 5.0 ADR 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.52 Unrealized
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $34.75 Unrealized -72.2%
POST POST HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $35.89 Unrealized +212.3%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $145.09 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.68 Unrealized +38.6%
W WAYFAIR INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $265.47 Unrealized -85.9%
FRPT FRESHPET INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $53.26 Unrealized +46.7%
NICE NICE LTD - AMERICAN DEPOSITORY SHARES 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK 0.0%
Value ($000) $5 Shares 20 Est. Cost $214.55 Unrealized +5.8%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 188 Est. Cost $26.32 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CLASS A 0.0%
Value ($000) $5 Shares 690 Est. Cost $50.16 Unrealized -87.1%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.93 Unrealized +29.7%
COUR COURSERA INC COM 0.0%
Value ($000) $5 Shares 520 Est. Cost $7.90 Unrealized +3.7%
BVS BIOVENTUS INC COM CL A 0.0%
Value ($000) $5 Shares 682 Est. Cost $3.96 Unrealized +79.2%
RHP RYMAN HOSPITALITY PROPERTIES(REIT) 0.0%
Value ($000) $4 Shares 45 Est. Cost $118.47 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $4 Shares 134 Est. Cost $17.88 Unrealized +72.4%
RHHBY ROCHE HOLDING AG 0.0%
Value ($000) $4 Shares 103 Est. Cost $36.36 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $78.98 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $69.39 Unrealized +45.0%
CB CHUBB LTD 0.0%
Value ($000) $4 Shares 14 Est. Cost $251.02 Unrealized +14.3%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $4 Shares 370 Est. Cost $4.75 Unrealized +106.0%
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $4 Shares 320 Est. Cost $28.01 Unrealized -65.6%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $4 Shares 97 Est. Cost $40.15 Unrealized -10.0%
DCBO DOCEBO INC. 0.0%
Value ($000) $4 Shares 135 Est. Cost $59.75 Unrealized -52.5%
MAA MID-AMERICA APARTMENT COMMUNITIES INC. 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.98 Unrealized +1.0%
VSS VANGUARD FTSE ALL-WLD EX-US SMCP IDX ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.11 Unrealized
TREX TREX COMPANY INC. 0.0%
Value ($000) $4 Shares 65 Est. Cost $47.38 Unrealized +19.6%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +48.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +112.0%
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 +53.5%
CUBE CUBESMART COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $50.28 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.20 Unrealized +0.5%
LAND GLADSTONE LAND CORPORATION 0.0%
Value ($000) $3 Shares 300 Est. Cost $35.89 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $192.67 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $3 Shares 21 Est. Cost $152.55 Unrealized -9.5%
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $3 Shares 16 Est. Cost $125.21 Unrealized +37.4%
TDOC TELADOC HEALTH INC. 0.0%
Value ($000) $3 Shares 327 Est. Cost $203.34 Unrealized -96.4%
B BARRICK MINING CORPORATION 0.0%
Value ($000) $3 Shares 135 Est. Cost $19.29 Unrealized 0.0%
PLD PROLOGIS, INC. 0.0%
Value ($000) $3 Shares 26 Est. Cost $106.98 Unrealized -4.4%
DIBS 1STDIBS.COM INC 0.0%
Value ($000) $3 Shares 955 Est. Cost $11.44 Unrealized -77.4%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.32 Unrealized
VANGUARD DEVELOPED MARKETS INDEX FUND 0.0%
Value ($000) $2 Shares 136 Est. Cost $18.32 Unrealized
VXUS ETF VANGUARD TOTAL INTL STOCK 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.31 Unrealized
MTN VAIL RESORTS INC. 0.0%
Value ($000) $2 Shares 15 Est. Cost $218.90 Unrealized -32.1%
JD JD.COM INC.-ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $45.45 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $215.02 Unrealized +115.9%
PLUG PLUG POWER INC. 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $12.27 Unrealized -91.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.24 Unrealized +59.6%
LUMN LUMEN TECHNOLOGIES INC. 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.88 Unrealized 0.0%
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $2 Shares 310 Est. Cost $27.58 Unrealized -75.7%
BAND BANDWIDTH INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $148.05 Unrealized -90.8%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $194.31 Unrealized -57.2%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.77 Unrealized -53.9%
MASI MASIMO CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $110.93 Unrealized +44.0%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +3.2%
APLE APPLE HOSPITALTIY REIT INC COMMON SHARES 0.0%
Value ($000) $2 Shares 161 Est. Cost $12.42 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.86 Unrealized +63.9%
DJT TRUMP MEDIA & TECHNOLOGY GROCOM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -43.9%
NVCR NOVOCURE LIMITED 0.0%
Value ($000) $2 Shares 100 Est. Cost $79.97 Unrealized -78.2%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $2 Shares 71 Est. Cost $34.48 Unrealized
AMEFX INCOME FD AMER INC CL F-2 SHS 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.58 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 73 Est. Cost $20.67 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.19 Unrealized +9.2%
PGEN PRECIGEN INC. - COMMON STOCK 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.42 Unrealized 0.0%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $1 Shares 505 Est. Cost $15.68 Unrealized
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $227.25 Unrealized
SFIX STITCH FIX, INC. - CLASS A 0.0%
Value ($000) $1 Shares 195 Est. Cost $36.45 Unrealized -89.7%
SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.67 Unrealized +5.2%
GDRX GOODRX HOLDINGS INC. CLASS A COMMON STOCK 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.34 Unrealized 0.0%
DNA GINKGO BIOWORKS HOLDINGS 0.0%
Value ($000) $0 Shares 43 Est. Cost $8.57 Unrealized -9.6%
BXP BXP INC. COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $64.41 Unrealized 0.0%
IBRX IMMUNITYBIO INC. 0.0%
Value ($000) $0 Shares 150 Est. Cost $4.20 Unrealized -35.9%
OM OUTSET MEDICAL INC. 0.0%
Value ($000) $0 Shares 18 Est. Cost $11.92 Unrealized +30.9%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $79.46 Unrealized -98.8%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.86 Unrealized -15.9%
BZUN BAOUZUN INC-SPN ADR 0.0%
Value ($000) $0 Shares 75 Est. Cost $53.33 Unrealized
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.02 Unrealized
LEN/B LENNAR CORPORATION CLASS B 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.39 Unrealized +77.4%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $0 Shares 30 Est. Cost $91.53 Unrealized -97.0%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized