PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 12, 2023

Total Value ($000): $213,667 (100.0% shares, 0.0% debt)

Holdings (272)

PFIS PEOPLES FINL SVCS CORP 8.4%
Value ($000) $18,008 Shares 347,383 Est. Cost $32.73 Unrealized +42.0%
AAPL APPLE COMPUTER INC COM 3.9%
Value ($000) $8,429 Shares 64,870 Est. Cost $85.31 Unrealized +64.9%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,004 Shares 29,206 Est. Cost $34.06 Unrealized +587.1%
LLY LILLY ELI & CO COM 3.0%
Value ($000) $6,399 Shares 17,491 Est. Cost $72.15 Unrealized +379.3%
PG PROCTER & GAMBLE CO COM 3.0%
Value ($000) $6,355 Shares 41,930 Est. Cost $58.90 Unrealized +120.4%
PEP PEPSICO INC COM 2.6%
Value ($000) $5,615 Shares 31,081 Est. Cost $59.77 Unrealized +169.2%
MCD MCDONALDS CORP COM 2.6%
Value ($000) $5,579 Shares 21,170 Est. Cost $89.71 Unrealized +173.4%
XOM EXXON MOBIL CORP COM 2.4%
Value ($000) $5,111 Shares 46,337 Est. Cost $55.87 Unrealized +72.3%
PFE PFIZER INC COM 2.2%
Value ($000) $4,799 Shares 93,652 Est. Cost $18.22 Unrealized +120.6%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $4,664 Shares 13,412 Est. Cost $96.93 Unrealized +233.6%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $4,530 Shares 25,646 Est. Cost $75.81 Unrealized +107.2%
ABBV ABBVIE INC 2.1%
Value ($000) $4,452 Shares 27,546 Est. Cost $46.28 Unrealized +196.5%
CVX CHEVRONTEXACO CORP COM 1.6%
Value ($000) $3,313 Shares 18,458 Est. Cost $75.02 Unrealized +104.3%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,157 Shares 37,578 Est. Cost $122.32 Unrealized -19.2%
MCHP MICROCHIP TECHNOLOGY INC COM 1.4%
Value ($000) $2,924 Shares 41,624 Est. Cost $46.19 Unrealized +38.3%
APD AIR PRODUCT AND CHEMICALS INC 1.4%
Value ($000) $2,911 Shares 9,443 Est. Cost $109.66 Unrealized +136.6%
IVV ISHARES S&P 500 INDEX 1.2%
Value ($000) $2,623 Shares 6,827 Est. Cost $400.12 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW 1.2%
Value ($000) $2,601 Shares 8,421 Est. Cost $170.89 Unrealized +73.8%
JPM J P MORGAN CHASE & CO COM 1.2%
Value ($000) $2,592 Shares 19,327 Est. Cost $58.93 Unrealized +99.6%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $2,537 Shares 35,260 Est. Cost $39.03 Unrealized +67.1%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,511 Shares 30,038 Est. Cost $53.21 Unrealized +38.7%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $2,472 Shares 22,276 Est. Cost $42.80 Unrealized +116.8%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,323 Shares 26,180 Est. Cost $107.14 Unrealized -11.6%
FAST FASTENAL CO COM 1.1%
Value ($000) $2,320 Shares 49,042 Est. Cost $11.28 Unrealized +100.7%
AXP AMERICAN EXPRESS CO COM 1.1%
Value ($000) $2,281 Shares 15,435 Est. Cost $66.79 Unrealized +113.2%
AVGO BROADCOM INC NPV 1.1%
Value ($000) $2,275 Shares 4,069 Est. Cost $28.96 Unrealized +64.4%
VZ VERIZON COMMUNICATIONS COM 1.0%
Value ($000) $2,242 Shares 56,914 Est. Cost $28.88 Unrealized +6.5%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $2,166 Shares 22,544 Est. Cost $48.08 Unrealized +75.8%
ABT ABBOTT LABS COM 1.0%
Value ($000) $2,097 Shares 19,100 Est. Cost $35.53 Unrealized +174.7%
CSCO CISCO SYS INC COM 0.9%
Value ($000) $1,987 Shares 41,709 Est. Cost $19.41 Unrealized +113.6%
KO COCA COLA CO COM 0.9%
Value ($000) $1,942 Shares 30,535 Est. Cost $27.24 Unrealized +101.6%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,876 Shares 5,940 Est. Cost $220.12 Unrealized +27.7%
GIS GENERAL MLS INC COM 0.8%
Value ($000) $1,803 Shares 21,500 Est. Cost $37.37 Unrealized +95.2%
UNP UNION PAC CORP COM 0.8%
Value ($000) $1,787 Shares 8,628 Est. Cost $67.81 Unrealized +180.5%
SO SOUTHERN CO COM 0.8%
Value ($000) $1,748 Shares 24,482 Est. Cost $27.20 Unrealized +119.2%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $1,617 Shares 9,857 Est. Cost $79.68 Unrealized +85.4%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,573 Shares 4,581 Est. Cost $342.25 Unrealized -6.1%
DE DEERE & CO COM 0.7%
Value ($000) $1,566 Shares 3,653 Est. Cost $180.64 Unrealized +115.2%
MMM 3M CO 0.7%
Value ($000) $1,558 Shares 12,996 Est. Cost $95.33 Unrealized -4.9%
ENB ENBRIDGE INC 0.7%
Value ($000) $1,516 Shares 38,793 Est. Cost $24.01 Unrealized +32.6%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.7%
Value ($000) $1,516 Shares 11,411 Est. Cost $157.18 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $1,511 Shares 3,107 Est. Cost $305.55 Unrealized +39.6%
BA BOEING CO COM 0.7%
Value ($000) $1,495 Shares 7,850 Est. Cost $204.35 Unrealized -20.0%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,493 Shares 16,919 Est. Cost $107.96 Unrealized -12.6%
ORCL ORACLE CORP COM 0.6%
Value ($000) $1,386 Shares 16,951 Est. Cost $33.00 Unrealized +121.8%
D DOMINION RES INC VA NEW COM 0.6%
Value ($000) $1,384 Shares 22,577 Est. Cost $43.15 Unrealized +24.3%
NKE NIKE INC CL B 0.6%
Value ($000) $1,374 Shares 11,741 Est. Cost $96.52 Unrealized -1.3%
XLU SPDR UTILITIES 0.6%
Value ($000) $1,323 Shares 18,773 Est. Cost $70.51 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $1,303 Shares 8,253 Est. Cost $53.48 Unrealized +160.4%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $1,300 Shares 19,501 Est. Cost $28.78 Unrealized +101.5%
DUK DUKE ENERGY HLDG CORP 0.6%
Value ($000) $1,216 Shares 11,810 Est. Cost $50.39 Unrealized +68.3%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $1,213 Shares 11,034 Est. Cost $63.56 Unrealized +71.3%
VNQ VANGUARD REAL ESTATE 0.6%
Value ($000) $1,178 Shares 14,287 Est. Cost $90.73 Unrealized
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $1,153 Shares 4,680 Est. Cost $105.11 Unrealized +109.7%
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.5%
Value ($000) $1,112 Shares 21,503 Est. Cost $59.94 Unrealized
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $1,069 Shares 5,823 Est. Cost $184.33 Unrealized
PPL PPL CORP, COM 0.5%
Value ($000) $1,037 Shares 35,516 Est. Cost $17.60 Unrealized +40.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,010 Shares 10,009 Est. Cost $54.61 Unrealized +60.5%
AMGN AMGEN INC COM 0.5%
Value ($000) $1,002 Shares 3,817 Est. Cost $113.53 Unrealized +113.8%
AWK AMERICAN WATER WORKS 0.5%
Value ($000) $995 Shares 6,525 Est. Cost $39.41 Unrealized +242.1%
ADP AUTOMATIC DATA PROCESSING INCOM 0.5%
Value ($000) $970 Shares 4,059 Est. Cost $68.93 Unrealized +232.2%
ADBE ADOBE INC COM 0.5%
Value ($000) $962 Shares 2,859 Est. Cost $400.87 Unrealized -20.2%
WMT WAL MART STORES INC COM 0.4%
Value ($000) $960 Shares 6,772 Est. Cost $26.87 Unrealized +69.9%
NBTB NBT BANCORP INC COM 0.4%
Value ($000) $955 Shares 22,000 Est. Cost $31.65 Unrealized +39.4%
V VISA CLASS A 0.4%
Value ($000) $916 Shares 4,409 Est. Cost $66.98 Unrealized +194.1%
TGT TARGET CORP 0.4%
Value ($000) $909 Shares 6,098 Est. Cost $147.11 Unrealized -4.2%
AZO AUTOZONE INC COM 0.4%
Value ($000) $895 Shares 363 Est. Cost $720.72 Unrealized +235.3%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value ($000) $885 Shares 6,279 Est. Cost $105.74 Unrealized +16.4%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $884 Shares 5,088 Est. Cost $135.98 Unrealized +8.9%
XLE SPDR ENERGY 0.4%
Value ($000) $831 Shares 9,499 Est. Cost $57.31 Unrealized
BAC BANKAMERICA CORP NEW 0.4%
Value ($000) $814 Shares 24,581 Est. Cost $24.55 Unrealized +29.2%
BLACKROCK INC COM 0.4%
Value ($000) $803 Shares 1,133 Est. Cost $494.32 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $799 Shares 22,846 Est. Cost $36.76 Unrealized -18.2%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $758 Shares 18,352 Est. Cost $38.92 Unrealized +4.9%
FNB F N B CORP PA 0.4%
Value ($000) $756 Shares 57,937 Est. Cost $7.82 Unrealized +53.5%
FMC F M C CORP COM NEW 0.3%
Value ($000) $724 Shares 5,800 Est. Cost $61.57 Unrealized +75.9%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $717 Shares 5,279 Est. Cost $72.15 Unrealized +56.2%
XLK SPDR TECHNOLOGY 0.3%
Value ($000) $698 Shares 5,608 Est. Cost $137.34 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $679 Shares 6,707 Est. Cost $52.60 Unrealized +54.6%
XYL XYLEM INC 0.3%
Value ($000) $664 Shares 6,005 Est. Cost $39.63 Unrealized +154.9%
XLC SPDR COMMUNICATION 0.3%
Value ($000) $649 Shares 13,514 Est. Cost $64.66 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $641 Shares 2,416 Est. Cost $254.29 Unrealized -10.3%
VOO VANGUARD 500 INDEX FUND 0.3%
Value ($000) $636 Shares 1,810 Est. Cost $386.54 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $631 Shares 6,060 Est. Cost $62.08 Unrealized +47.2%
CAT CATERPILLAR INC DEL COM 0.3%
Value ($000) $630 Shares 2,628 Est. Cost $159.53 Unrealized +29.5%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $628 Shares 2,931 Est. Cost $113.37 Unrealized +57.7%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $623 Shares 9,079 Est. Cost $27.21 Unrealized -8.2%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $598 Shares 6,886 Est. Cost $93.25 Unrealized +0.2%
ECL ECOLAB INC 0.3%
Value ($000) $592 Shares 4,064 Est. Cost $179.31 Unrealized -20.9%
CVS CVS/CAREMARK CORP COM 0.3%
Value ($000) $567 Shares 6,089 Est. Cost $65.63 Unrealized +31.0%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $566 Shares 5,450 Est. Cost $37.40 Unrealized +164.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $553 Shares 2,775 Est. Cost $61.01 Unrealized +208.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $551 Shares 1,208 Est. Cost $436.52 Unrealized +7.4%
USB US BANCORP DEL 0.3%
Value ($000) $538 Shares 12,337 Est. Cost $26.43 Unrealized +38.9%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $533 Shares 4,518 Est. Cost $47.17 Unrealized +131.9%
META FACEBOOK INC 0.2%
Value ($000) $523 Shares 4,343 Est. Cost $312.09 Unrealized -62.6%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.2%
Value ($000) $523 Shares 6,146 Est. Cost $76.50 Unrealized +0.4%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $518 Shares 51,182 Est. Cost $21.90 Unrealized
KELLOGG CO COM 0.2%
Value ($000) $488 Shares 6,850 Est. Cost $43.70 Unrealized +39.4%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $478 Shares 6,709 Est. Cost $122.36 Unrealized -34.7%
CTVA CORTEVA INC COM 0.2%
Value ($000) $465 Shares 7,906 Est. Cost $25.02 Unrealized +144.4%
T AT&T INC COM 0.2%
Value ($000) $463 Shares 25,160 Est. Cost $12.08 Unrealized +25.0%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $462 Shares 4,746 Est. Cost $91.98 Unrealized +1.4%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $449 Shares 5,705 Est. Cost $48.73 Unrealized +43.1%
XLV SPDR HEALTH CARE 0.2%
Value ($000) $447 Shares 3,291 Est. Cost $126.61 Unrealized
VO VANGUARD MID CAP ETF 0.2%
Value ($000) $443 Shares 2,176 Est. Cost $173.69 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $439 Shares 3,130 Est. Cost $138.45 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $425 Shares 16,091 Est. Cost $21.96 Unrealized +21.3%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $417 Shares 4,205 Est. Cost $38.62 Unrealized +126.7%
EXC EXELON CORP COM 0.2%
Value ($000) $414 Shares 9,570 Est. Cost $14.51 Unrealized +142.4%
DOW DOW INC COM 0.2%
Value ($000) $409 Shares 8,126 Est. Cost $36.37 Unrealized +11.4%
TMO THERMO FISCHER SCIENTIFIC 0.2%
Value ($000) $407 Shares 739 Est. Cost $570.74 Unrealized -8.0%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $405 Shares 2,584 Est. Cost $146.60 Unrealized +4.5%
XLB SPDR MATERIALS 0.2%
Value ($000) $397 Shares 5,110 Est. Cost $84.48 Unrealized
STT STATE STR CORP COM 0.2%
Value ($000) $385 Shares 4,968 Est. Cost $54.34 Unrealized +21.6%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $338 Shares 4,351 Est. Cost $59.34 Unrealized +23.8%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $336 Shares 3,530 Est. Cost $48.28 Unrealized +69.1%
EFA ISHARES TR MSCI EAFE INDEX 0.2%
Value ($000) $335 Shares 5,100 Est. Cost $68.51 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $324 Shares 1,521 Est. Cost $205.57 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $317 Shares 7,675 Est. Cost $17.13 Unrealized +126.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $306 Shares 6,697 Est. Cost $23.80 Unrealized +47.2%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $304 Shares 1,140 Est. Cost $62.00 Unrealized +325.9%
XLF SPDR FINANCIALS 0.1%
Value ($000) $304 Shares 8,875 Est. Cost $34.96 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $300 Shares 3,837 Est. Cost $47.48 Unrealized +47.8%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $294 Shares 7,212 Est. Cost $30.79 Unrealized +5.6%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $290 Shares 4,600 Est. Cost $45.31 Unrealized +23.7%
NVS NOVARTIS AG 0.1%
Value ($000) $279 Shares 3,076 Est. Cost $77.96 Unrealized
XLY SPDR DISCRETIONARY 0.1%
Value ($000) $273 Shares 2,116 Est. Cost $169.05 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $266 Shares 855 Est. Cost $95.42 Unrealized +205.9%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $264 Shares 2,785 Est. Cost $48.00 Unrealized +68.6%
GE GENERAL ELEC CO COM 0.1%
Value ($000) $263 Shares 3,137 Est. Cost $62.95 Unrealized -23.1%
ZBH ZIMMER HLDGS INC COM 0.1%
Value ($000) $247 Shares 1,940 Est. Cost $91.63 Unrealized +23.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $239 Shares 6,853 Est. Cost $40.69 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $238 Shares 3,400 Est. Cost $37.68 Unrealized +58.2%
SYY SYSCO CORP COM 0.1%
Value ($000) $237 Shares 3,100 Est. Cost $25.33 Unrealized +191.8%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $233 Shares 2,000 Est. Cost $38.68 Unrealized +175.2%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $229 Shares 4,287 Est. Cost $50.54 Unrealized -8.8%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $185 Shares 3,250 Est. Cost $55.08 Unrealized
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $182 Shares 5,172 Est. Cost $29.43 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $181 Shares 2,879 Est. Cost $63.13 Unrealized +2.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $153 Shares 6,100 Est. Cost $25.47 Unrealized -21.0%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $150 Shares 2,950 Est. Cost $30.81 Unrealized +61.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $139 Shares 800 Est. Cost $164.36 Unrealized -5.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $124 Shares 846 Est. Cost $185.46 Unrealized -22.8%
HSY HERSHEY FOODS CORP COM 0.1%
Value ($000) $122 Shares 529 Est. Cost $71.68 Unrealized +195.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $119 Shares 481 Est. Cost $91.24 Unrealized +150.8%
NWFL NORWOOD FINANCIAL CORPORATION 0.1%
Value ($000) $119 Shares 3,555 Est. Cost $22.77 Unrealized +32.8%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $107 Shares 2,875 Est. Cost $69.69 Unrealized
XLRE SPDR REAL ESTATE 0.0%
Value ($000) $104 Shares 2,810 Est. Cost $44.16 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $103 Shares 350 Est. Cost $32.73 Unrealized -14.3%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.0%
Value ($000) $103 Shares 2,300 Est. Cost $61.96 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $98 Shares 2,150 Est. Cost $30.43 Unrealized +29.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $97 Shares 775 Est. Cost $84.54 Unrealized +35.4%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $97 Shares 3,132 Est. Cost $19.12 Unrealized +44.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $86 Shares 459 Est. Cost $95.36 Unrealized +77.6%
GLD GOLD TRUST 0.0%
Value ($000) $85 Shares 500 Est. Cost $118.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $84 Shares 100 Est. Cost $16.33 Unrealized +229.3%
MARATHON OIL CO 0.0%
Value ($000) $84 Shares 3,111 Est. Cost $21.63 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $71 Shares 3,983 Est. Cost $44.57 Unrealized -59.3%
SOUTH JERSEY INDUSTRIES INC 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $40.44 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.0%
Value ($000) $66 Shares 1,700 Est. Cost $43.94 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $66 Shares 500 Est. Cost $49.58 Unrealized +161.4%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $64 Shares 200 Est. Cost $68.65 Unrealized +379.1%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $63 Shares 198 Est. Cost $105.32 Unrealized
C CITIGROUP INC NEW 0.0%
Value ($000) $63 Shares 1,386 Est. Cost $51.41 Unrealized -21.1%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $60 Shares 1,250 Est. Cost $47.18 Unrealized -4.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $58 Shares 5,169 Est. Cost $13.33 Unrealized -32.1%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $27.77 Unrealized
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $56 Shares 575 Est. Cost $99.68 Unrealized
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $48 Shares 390 Est. Cost $220.15 Unrealized -14.0%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $47 Shares 625 Est. Cost $80.00 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $45 Shares 300 Est. Cost $41.97 Unrealized +232.8%
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $45 Shares 4,000 Est. Cost $14.50 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $44 Shares 619 Est. Cost $82.46 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $42 Shares 269 Est. Cost $80.84 Unrealized +81.8%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $41 Shares 5,000 Est. Cost $8.80 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $41 Shares 354 Est. Cost $64.73 Unrealized +64.7%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $41 Shares 664 Est. Cost $41.14 Unrealized +26.7%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $38 Shares 1,213 Est. Cost $17.42 Unrealized +67.1%
MCK MCKESSON CORP 0.0%
Value ($000) $38 Shares 100 Est. Cost $140.55 Unrealized +161.3%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $33 Shares 382 Est. Cost $47.25 Unrealized +85.6%
LINDE PLC SHS 0.0%
Value ($000) $33 Shares 100 Est. Cost $160.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $31 Shares 312 Est. Cost $59.16 Unrealized +46.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $31 Shares 326 Est. Cost $34.80 Unrealized +137.7%
ESSA BANCORP INC COM 0.0%
Value ($000) $30 Shares 1,462 Est. Cost $15.21 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $54.68 Unrealized +171.0%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $26 Shares 800 Est. Cost $37.50 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $25 Shares 2,650 Est. Cost $18.55 Unrealized -39.1%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $25 Shares 364 Est. Cost $64.39 Unrealized -1.9%
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $24 Shares 250 Est. Cost $68.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $23 Shares 544 Est. Cost $37.58 Unrealized -1.3%
TR TOOTSIE ROLL IND INC 0.0%
Value ($000) $23 Shares 530 Est. Cost $24.82 Unrealized +51.3%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $21 Shares 1,792 Est. Cost $43.55 Unrealized
IGE ISHARES TR S&P NA NATURAL RESOURCES 0.0%
Value ($000) $20 Shares 500 Est. Cost $43.33 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $78.46 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $19 Shares 600 Est. Cost $12.09 Unrealized +159.9%
FNCB BANCORP INC COM 0.0%
Value ($000) $19 Shares 2,300 Est. Cost $8.03 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $23.36 Unrealized +23.0%
EBAY EBAY INC COM 0.0%
Value ($000) $18 Shares 434 Est. Cost $19.70 Unrealized +97.8%
PETS PETMED EXPRESS INC COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $21.15 Unrealized -6.1%
CLX CLOROX COMPANY 0.0%
Value ($000) $18 Shares 125 Est. Cost $85.35 Unrealized +49.8%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $17 Shares 1,666 Est. Cost $12.61 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $17 Shares 276 Est. Cost $76.93 Unrealized -29.5%
TJX TJX COMPANIES 0.0%
Value ($000) $16 Shares 200 Est. Cost $45.47 Unrealized +55.5%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $15 Shares 100 Est. Cost $64.45 Unrealized +159.6%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 37 Est. Cost $89.03 Unrealized +337.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $15 Shares 523 Est. Cost $26.93 Unrealized -18.4%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $14 Shares 619 Est. Cost $25.85 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP 0.0%
Value ($000) $14 Shares 400 Est. Cost $22.42 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $65.30 Unrealized +86.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $14 Shares 100 Est. Cost $50.00 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $11.43 Unrealized +535.5%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $13 Shares 158 Est. Cost $56.33 Unrealized +17.8%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $12 Shares 570 Est. Cost $9.56 Unrealized +96.7%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $99.19 Unrealized +115.0%
SOUTHWESTERN ENERGY 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.50 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.22 Unrealized -17.6%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $11 Shares 987 Est. Cost $21.59 Unrealized -53.4%
MET METLIFE INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $32.09 Unrealized +102.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $11 Shares 109 Est. Cost $64.02 Unrealized
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $10 Shares 268 Est. Cost $30.06 Unrealized +11.4%
GPN GLOBAL PAMENTS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $49.12 Unrealized +105.6%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $10 Shares 234 Est. Cost $41.67 Unrealized
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.0%
Value ($000) $9 Shares 200 Est. Cost $70.00 Unrealized
XLP SPDR STAPLES 0.0%
Value ($000) $9 Shares 119 Est. Cost $73.65 Unrealized
OEF ISHARES S&P 100 0.0%
Value ($000) $9 Shares 50 Est. Cost $105.88 Unrealized
LFUS LITTLEFUSE INC 0.0%
Value ($000) $8 Shares 38 Est. Cost $84.10 Unrealized +165.3%
NOV NOV INC COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $14.51 Unrealized +44.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.52 Unrealized -7.6%
ITT ITT INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $35.86 Unrealized +116.0%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +20.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.97 Unrealized
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.19 Unrealized -1.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $13.07 Unrealized +128.9%
DVY I SHARES TR DJ SLECT DIV INDEX 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.53 Unrealized
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $180.55 Unrealized +16.9%
CC CHEMOURS CO COM 0.0%
Value ($000) $4 Shares 135 Est. Cost $19.58 Unrealized +36.1%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.33 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $70.19 Unrealized +33.9%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.00 Unrealized
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.70 Unrealized -16.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $259.62 Unrealized -79.7%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 440 Est. Cost $5.56 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $25.00 Unrealized
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $2 Shares 25 Est. Cost $171.44 Unrealized -53.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $18.54 Unrealized -73.2%
ZIMVIE INC COM 0.0%
Value ($000) $2 Shares 194 Est. Cost $20.62 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.74 Unrealized -28.2%
ZM ZOOM VIDEO COMMUNICATIONS INCL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $179.93 Unrealized -57.8%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
DJT DIGITAL WORLD ACQUISITION COCLASS A COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.24 Unrealized -56.8%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.69 Unrealized -1.3%
DNOW NOW INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $33.70 Unrealized -64.0%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 240 Est. Cost $2.62 Unrealized +56.0%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.47 Unrealized -80.5%
EQIUTRANS MIDSTREAM CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $73.57 Unrealized -87.0%
AIG AMERICAN INTL GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.86 Unrealized +43.2%
VVX VECTRUS INC. 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.36 Unrealized +56.3%
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost $22.22 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.34 Unrealized -15.1%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.79 Unrealized -14.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +6.2%
MAXEON SOLAR TECHNOLOGIES LTSHS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +7.0%