HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Diversified Active

CIK: 0000943442 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 17, 2023

Total Value ($000): $738,496 (100.0% shares, 0.0% debt)

Holdings (202)

MSFT MICROSOFT CORP 5.0%
Value ($000) $37,029 Shares 108,736 Est. Cost $51.11 Unrealized +501.1%
AAPL APPLE, INC. 4.0%
Value ($000) $29,474 Shares 151,952 Est. Cost $93.48 Unrealized +84.1%
LLY ELI LILLY & COMPANY 3.3%
Value ($000) $24,571 Shares 52,393 Est. Cost $71.38 Unrealized +476.5%
ISRG INTUITIVE SURGICAL INC NEW 3.3%
Value ($000) $24,501 Shares 71,653 Est. Cost $263.44 Unrealized +14.9%
NVDA NVIDIA CORP 3.2%
Value ($000) $23,486 Shares 55,520 Est. Cost $17.44 Unrealized +90.2%
SPIB SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF 2.8%
Value ($000) $20,390 Shares 635,013 Est. Cost $32.24 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 2.7%
Value ($000) $19,700 Shares 242,968 Est. Cost $83.35 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRAND CORP BOND 2.6%
Value ($000) $18,832 Shares 375,362 Est. Cost $51.72 Unrealized
OBT ORANGE CNTY BANCORP INC 2.5%
Value ($000) $18,414 Shares 612,340 Est. Cost $12.76 Unrealized +38.3%
XLK SPDR SECTOR TECHNOLOGY ETF 2.2%
Value ($000) $16,454 Shares 94,639 Est. Cost $154.43 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 2.1%
Value ($000) $15,727 Shares 136,449 Est. Cost $122.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $14,936 Shares 33,695 Est. Cost $409.14 Unrealized
GOOG ALPHABET INC CLASS C 2.0%
Value ($000) $14,784 Shares 122,216 Est. Cost $107.98 Unrealized +6.4%
HD THE HOME DEPOT INC 1.8%
Value ($000) $13,297 Shares 42,807 Est. Cost $68.41 Unrealized +304.0%
JPM JP MORGAN CHASE & CO 1.7%
Value ($000) $12,579 Shares 86,488 Est. Cost $56.48 Unrealized +129.6%
XOM EXXON MOBIL CORPORATION 1.6%
Value ($000) $11,768 Shares 109,724 Est. Cost $60.07 Unrealized +65.8%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 1.5%
Value ($000) $11,413 Shares 387,679 Est. Cost $30.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 1.5%
Value ($000) $11,217 Shares 21,500 Est. Cost $103.95 Unrealized +414.9%
ADBE ADOBE SYSTEMS INC 1.4%
Value ($000) $10,586 Shares 21,648 Est. Cost $128.27 Unrealized +214.1%
UNH UNITED HEALTHCARE CORP 1.4%
Value ($000) $10,206 Shares 21,233 Est. Cost $179.37 Unrealized +159.2%
AMZN AMAZON COM INC 1.4%
Value ($000) $10,065 Shares 77,208 Est. Cost $122.99 Unrealized -7.2%
MDT MEDTRONIC PLC 1.3%
Value ($000) $9,892 Shares 112,281 Est. Cost $59.70 Unrealized +33.0%
PEP PEPSICO INCORPORATED 1.2%
Value ($000) $8,944 Shares 48,290 Est. Cost $71.45 Unrealized +138.7%
AMD ADVANCED MICRO DIVICES INC 1.2%
Value ($000) $8,641 Shares 75,858 Est. Cost $107.79 Unrealized -3.5%
MRSH MARSH & MCLENNAN CO INC 1.1%
Value ($000) $8,417 Shares 44,754 Est. Cost $74.56 Unrealized +128.6%
XLV SPDR SECTOR HEALTH CARE ETF 1.1%
Value ($000) $8,313 Shares 62,629 Est. Cost $134.56 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $8,186 Shares 34,108 Est. Cost $104.95 Unrealized +98.9%
CSX C S X CORP 1.0%
Value ($000) $7,727 Shares 226,592 Est. Cost $27.31 Unrealized +11.4%
FLOT ISHARES FLOATING RATE BOND 1.0%
Value ($000) $7,683 Shares 151,184 Est. Cost $50.45 Unrealized
V VISA INC 1.0%
Value ($000) $7,168 Shares 30,182 Est. Cost $181.01 Unrealized +24.0%
AVGO BROADCOM LTD 0.9%
Value ($000) $6,820 Shares 7,862 Est. Cost $48.08 Unrealized +42.9%
BAC BANKAMERICA CORP 0.9%
Value ($000) $6,754 Shares 235,420 Est. Cost $18.88 Unrealized +41.0%
KLAC K L A TENCOR CORP 0.9%
Value ($000) $6,501 Shares 13,404 Est. Cost $355.03 Unrealized +14.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $6,384 Shares 123,383 Est. Cost $30.75 Unrealized +48.0%
XLF SPDR SECTOR FINANCIAL ETF 0.9%
Value ($000) $6,344 Shares 188,184 Est. Cost $37.37 Unrealized
CRM SALESFORCE COM 0.8%
Value ($000) $6,041 Shares 28,596 Est. Cost $154.38 Unrealized +30.6%
AXP AMERICAN EXPRESS CORP 0.8%
Value ($000) $6,030 Shares 34,617 Est. Cost $148.82 Unrealized +5.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $5,885 Shares 59,406 Est. Cost $76.76 Unrealized +26.7%
XLY SPDR SECTOR CONSUMER DISCRETIONARY ETF 0.8%
Value ($000) $5,874 Shares 34,594 Est. Cost $177.45 Unrealized
ABBV ABBVIE INC COM 0.8%
Value ($000) $5,824 Shares 43,226 Est. Cost $127.60 Unrealized +4.8%
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $5,587 Shares 21,043 Est. Cost $215.69 Unrealized +6.7%
MS MORGAN STANLEY 0.7%
Value ($000) $5,522 Shares 64,656 Est. Cost $48.74 Unrealized +60.8%
URI UNITED RENTALS INC 0.7%
Value ($000) $5,454 Shares 12,246 Est. Cost $324.70 Unrealized +11.2%
XLI SPDR SECTOR INDUSTRIAL ETF 0.7%
Value ($000) $5,356 Shares 49,907 Est. Cost $102.17 Unrealized
XLC SPDR SECTOR COMMUNICATION SERVICES ETF 0.7%
Value ($000) $5,158 Shares 79,258 Est. Cost $66.06 Unrealized
GTLS CHART INDUSTRIES INC 0.7%
Value ($000) $4,953 Shares 30,994 Est. Cost $136.84 Unrealized -6.6%
PFE PFIZER INCORPORATED 0.7%
Value ($000) $4,885 Shares 133,177 Est. Cost $23.55 Unrealized +41.1%
PLD PROLOGICS INC. 0.6%
Value ($000) $4,784 Shares 39,010 Est. Cost $84.19 Unrealized +34.0%
CMG CHIPOTLE MEXICAN GRILL INC. COM 0.6%
Value ($000) $4,691 Shares 2,193 Est. Cost $25.49 Unrealized +55.2%
LECO LINCOLN ELEC HLDGS INC 0.6%
Value ($000) $4,531 Shares 22,809 Est. Cost $101.37 Unrealized +71.9%
CVX CHEVRON CORP 0.6%
Value ($000) $4,504 Shares 28,623 Est. Cost $101.58 Unrealized +41.0%
META META PLATFORMS INC 0.6%
Value ($000) $4,436 Shares 15,457 Est. Cost $128.76 Unrealized +90.3%
NUE NUCOR CORP 0.6%
Value ($000) $4,358 Shares 26,575 Est. Cost $133.11 Unrealized +5.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $4,334 Shares 9,050 Est. Cost $437.81 Unrealized
AZO AUTOZONE INC 0.6%
Value ($000) $4,291 Shares 1,721 Est. Cost $1460.26 Unrealized +74.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $4,065 Shares 24,559 Est. Cost $69.40 Unrealized +114.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.5%
Value ($000) $3,643 Shares 93,801 Est. Cost $39.39 Unrealized
DG DOLLAR GENERAL CORPORATION 0.5%
Value ($000) $3,586 Shares 21,120 Est. Cost $117.12 Unrealized +59.9%
WY WEYERHAEUSER CO 0.5%
Value ($000) $3,551 Shares 105,959 Est. Cost $30.25 Unrealized -8.0%
DUK DUKE ENERGY CORPORATION 0.5%
Value ($000) $3,550 Shares 39,561 Est. Cost $66.95 Unrealized +27.2%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $3,539 Shares 29,720 Est. Cost $30.52 Unrealized +228.9%
XLP SPDR SECTOR CONSUMER STAPLES ETF 0.5%
Value ($000) $3,498 Shares 47,165 Est. Cost $75.30 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,437 Shares 22,652 Est. Cost $80.61 Unrealized +75.3%
XLE SPDR SECTOR ENERGY ETF 0.4%
Value ($000) $3,244 Shares 39,968 Est. Cost $76.60 Unrealized
HON HONEYWELL INTERNATIONAL 0.4%
Value ($000) $3,238 Shares 15,604 Est. Cost $111.21 Unrealized +57.9%
FLR FLUOR CORPORATION 0.4%
Value ($000) $3,178 Shares 107,348 Est. Cost $27.05 Unrealized +6.1%
CIEN CIENA CORP 0.4%
Value ($000) $3,029 Shares 71,298 Est. Cost $51.86 Unrealized -12.2%
MDLZ MODELEZ INTERANTIONAL INC 0.4%
Value ($000) $3,002 Shares 41,159 Est. Cost $59.00 Unrealized +16.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,960 Shares 9,919 Est. Cost $167.96 Unrealized +62.6%
AMT AMERN TOWER CORP CLASS A 0.4%
Value ($000) $2,951 Shares 15,216 Est. Cost $149.80 Unrealized +18.9%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,857 Shares 76,834 Est. Cost $31.01 Unrealized +0.6%
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $2,782 Shares 12,656 Est. Cost $57.45 Unrealized +253.8%
WMT WAL-MART STORES INC 0.4%
Value ($000) $2,719 Shares 17,298 Est. Cost $34.94 Unrealized +40.1%
MINT PIMCO ETF ENHANCED SHORT FD 0.4%
Value ($000) $2,684 Shares 26,906 Est. Cost $100.17 Unrealized
LEN LENNAR CORP 0.4%
Value ($000) $2,676 Shares 21,356 Est. Cost $73.56 Unrealized +43.0%
MRK MERCK & CO INC 0.4%
Value ($000) $2,599 Shares 22,524 Est. Cost $41.13 Unrealized +154.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,561 Shares 24,720 Est. Cost $42.92 Unrealized +120.1%
GWW W.W. GRAINGER INC 0.3%
Value ($000) $2,468 Shares 3,130 Est. Cost $643.42 Unrealized +4.6%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $2,464 Shares 50,160 Est. Cost $38.82 Unrealized +14.7%
RMD RESMED INC 0.3%
Value ($000) $2,407 Shares 11,018 Est. Cost $57.28 Unrealized +279.6%
AES AES CORP 0.3%
Value ($000) $2,366 Shares 114,123 Est. Cost $13.95 Unrealized +39.8%
ILMN ILLUMINA INC 0.3%
Value ($000) $2,314 Shares 12,341 Est. Cost $310.95 Unrealized -34.9%
WBS WEBSTER FINL CORP 0.3%
Value ($000) $2,279 Shares 60,378 Est. Cost $53.77 Unrealized -31.3%
BKR BAKER HUGHES CO 0.3%
Value ($000) $2,245 Shares 71,037 Est. Cost $27.88 Unrealized -1.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,086 Shares 23,362 Est. Cost $98.17 Unrealized -5.7%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $2,030 Shares 15,169 Est. Cost $109.71 Unrealized +7.6%
EL ESTEE LAUDER COMPANIES INC CL A 0.3%
Value ($000) $1,992 Shares 10,143 Est. Cost $107.10 Unrealized +88.2%
XLU SPDR SELECT SECTOR UTILITIES 0.2%
Value ($000) $1,663 Shares 25,415 Est. Cost $73.67 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,541 Shares 2,862 Est. Cost $256.70 Unrealized +89.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.2%
Value ($000) $1,512 Shares 4,092 Est. Cost $267.17 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,502 Shares 7,115 Est. Cost $129.83 Unrealized +60.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,487 Shares 39,960 Est. Cost $26.36 Unrealized +21.7%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,428 Shares 15,799 Est. Cost $42.56 Unrealized +88.2%
INTC INTEL CORP 0.2%
Value ($000) $1,371 Shares 40,989 Est. Cost $32.31 Unrealized -4.9%
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,271 Shares 18,093 Est. Cost $66.80 Unrealized -2.2%
NUVEEN MUNICIPAL VALUE FUND INC 0.2%
Value ($000) $1,269 Shares 145,836 Est. Cost $10.51 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,257 Shares 11,531 Est. Cost $33.51 Unrealized +202.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,252 Shares 18,115 Est. Cost $49.26 Unrealized +30.5%
RTX RAYTHEON COMPANY NEW 0.2%
Value ($000) $1,243 Shares 12,686 Est. Cost $83.84 Unrealized +10.1%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,212 Shares 25,067 Est. Cost $49.34 Unrealized -7.9%
SYY SYSCO CORPORATION 0.2%
Value ($000) $1,206 Shares 16,248 Est. Cost $55.07 Unrealized +24.5%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,199 Shares 28,849 Est. Cost $30.41 Unrealized +20.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,194 Shares 18,667 Est. Cost $33.83 Unrealized +74.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,171 Shares 2,570 Est. Cost $142.28 Unrealized +204.9%
SJM JM SMUCKER CO 0.2%
Value ($000) $1,164 Shares 7,885 Est. Cost $121.23 Unrealized +14.3%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $1,163 Shares 45,954 Est. Cost $17.83 Unrealized +27.9%
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,155 Shares 10,462 Est. Cost $54.11 Unrealized +105.8%
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $1,082 Shares 11,641 Est. Cost $92.47 Unrealized -13.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,058 Shares 2,299 Est. Cost $247.05 Unrealized +74.7%
T AT & T INC 0.1%
Value ($000) $966 Shares 60,593 Est. Cost $13.39 Unrealized +10.4%
NEE NEXTERA ENERGY INC. 0.1%
Value ($000) $951 Shares 12,823 Est. Cost $77.12 Unrealized -9.2%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $914 Shares 3,492 Est. Cost $273.28 Unrealized -26.8%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $876 Shares 7,316 Est. Cost $108.33 Unrealized +5.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $872 Shares 2,704 Est. Cost $138.74 Unrealized +121.9%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $865 Shares 34,764 Est. Cost $23.02 Unrealized +0.3%
NYF ISHARES NEW YORK MUNI BOND 0.1%
Value ($000) $844 Shares 15,850 Est. Cost $50.62 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $840 Shares 3,414 Est. Cost $74.42 Unrealized +187.2%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $796 Shares 15,110 Est. Cost $13.96 Unrealized +222.4%
BK THE BANK OF NY MELLON CORP 0.1%
Value ($000) $778 Shares 17,469 Est. Cost $24.38 Unrealized +63.7%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $694 Shares 6,012 Est. Cost $111.91 Unrealized -15.6%
SPYG SPDR PORTFILIO S&P 500 GROWTH 0.1%
Value ($000) $668 Shares 10,942 Est. Cost $58.18 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $655 Shares 6,868 Est. Cost $48.39 Unrealized +83.0%
CB CHUBB LIMITED 0.1%
Value ($000) $640 Shares 3,322 Est. Cost $139.33 Unrealized +36.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $616 Shares 8,628 Est. Cost $22.25 Unrealized +22.1%
PFF ISHARES TR S&P US PFD STK INDE 0.1%
Value ($000) $616 Shares 19,915 Est. Cost $31.67 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $608 Shares 6,101 Est. Cost $82.02 Unrealized
GLW CORNING INC 0.1%
Value ($000) $592 Shares 16,884 Est. Cost $12.58 Unrealized +143.2%
JFBC JEFFERSONVILLE BANCORP 0.1%
Value ($000) $591 Shares 31,094 Est. Cost $12.17 Unrealized +44.8%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $590 Shares 7,123 Est. Cost $75.71 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $588 Shares 2,352 Est. Cost $62.74 Unrealized +250.1%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $576 Shares 12,543 Est. Cost $44.89 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $575 Shares 6,635 Est. Cost $49.88 Unrealized +50.4%
SPYV SPDR PORTFILIO S&P 500 VALUE 0.1%
Value ($000) $551 Shares 12,751 Est. Cost $36.87 Unrealized
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $534 Shares 3,212 Est. Cost $60.37 Unrealized +136.7%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $532 Shares 5,625 Est. Cost $33.44 Unrealized +141.0%
SUN SUNOCO LP COM 0.1%
Value ($000) $523 Shares 12,000 Est. Cost $28.75 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $522 Shares 13,850 Est. Cost $38.49 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $504 Shares 2,260 Est. Cost $83.00 Unrealized +136.2%
GE GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $503 Shares 4,582 Est. Cost $45.01 Unrealized +77.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $503 Shares 2,217 Est. Cost $86.07 Unrealized +132.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $494 Shares 2,224 Est. Cost $114.56 Unrealized +86.5%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $481 Shares 4,420 Est. Cost $112.21 Unrealized
BCPC BALCHEM CORP 0.1%
Value ($000) $470 Shares 3,483 Est. Cost $53.03 Unrealized +138.5%
PNC PNC FINANCIAL SERVICES 0.1%
Value ($000) $448 Shares 3,557 Est. Cost $130.41 Unrealized -15.3%
O REALTY INCOME CORP 0.1%
Value ($000) $445 Shares 7,446 Est. Cost $57.22 Unrealized -8.1%
KO COCA COLA COMPANY 0.1%
Value ($000) $435 Shares 7,228 Est. Cost $38.41 Unrealized +49.3%
LIFE STORAGE INC 0.1%
Value ($000) $426 Shares 3,202 Est. Cost $93.58 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $412 Shares 1,468 Est. Cost $190.77 Unrealized +30.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $411 Shares 1,823 Est. Cost $66.86 Unrealized +195.8%
HORIZON THEAPEUTICS PLC 0.1%
Value ($000) $411 Shares 4,000 Est. Cost $113.80 Unrealized
MTB M & T BANK CORP 0.1%
Value ($000) $411 Shares 3,320 Est. Cost $119.34 Unrealized -7.3%
MA MASTERCARD INC 0.1%
Value ($000) $410 Shares 1,042 Est. Cost $325.17 Unrealized +13.7%
AmTrust Financial Services Inc 0.1%
Value ($000) $407 Shares 30,000 Est. Cost $14.00 Unrealized
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $406 Shares 7,145 Est. Cost $29.06 Unrealized +71.7%
WMB WILLIAMS COMPANIES 0.1%
Value ($000) $394 Shares 12,087 Est. Cost $23.86 Unrealized +12.2%
MMM 3M COMPANY 0.1%
Value ($000) $393 Shares 3,923 Est. Cost $96.36 Unrealized -19.5%
SHEL SHELL PLC ADR 0.1%
Value ($000) $383 Shares 6,335 Est. Cost $54.87 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $382 Shares 1,949 Est. Cost $184.09 Unrealized -1.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $379 Shares 4,191 Est. Cost $73.81 Unrealized +18.3%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $367 Shares 10,122 Est. Cost $49.45 Unrealized -40.3%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $356 Shares 6,305 Est. Cost $71.92 Unrealized -33.3%
IGM ISHARES NORTH AMERICAN TECH 0.0%
Value ($000) $352 Shares 895 Est. Cost $378.92 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $348 Shares 9,857 Est. Cost $35.21 Unrealized
IVV ISHARES TRUST S&P 0.0%
Value ($000) $345 Shares 775 Est. Cost $384.21 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $335 Shares 2,860 Est. Cost $55.38 Unrealized +93.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $310 Shares 2,604 Est. Cost $79.81 Unrealized +35.7%
HUBB HUBBELL INC 0.0%
Value ($000) $298 Shares 900 Est. Cost $199.94 Unrealized +33.6%
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $296 Shares 20,000 Est. Cost $11.50 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $293 Shares 11,077 Est. Cost $20.07 Unrealized +25.3%
HSY THE HERSHEY CO 0.0%
Value ($000) $292 Shares 1,170 Est. Cost $163.59 Unrealized +48.8%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $289 Shares 3,985 Est. Cost $67.07 Unrealized
PCEF INVESCO EX TR FD TR II CEF INCOME COM 0.0%
Value ($000) $284 Shares 15,704 Est. Cost $22.09 Unrealized
ATRION CORP 0.0%
Value ($000) $283 Shares 500 Est. Cost $559.45 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $281 Shares 2,700 Est. Cost $104.04 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $277 Shares 1,635 Est. Cost $137.41 Unrealized +10.1%
OXY OCCIDENTAL PETROLEIM CORP 0.0%
Value ($000) $272 Shares 4,629 Est. Cost $60.69 Unrealized -5.6%
KHC THE KRAFT HEINZ CO 0.0%
Value ($000) $267 Shares 7,517 Est. Cost $48.67 Unrealized -31.0%
DLR DIGITAL REALTY TRUST, INC. 0.0%
Value ($000) $266 Shares 2,334 Est. Cost $108.51 Unrealized -16.6%
IVW ISHARES TR S&P 500 GROWTH ETF 0.0%
Value ($000) $263 Shares 3,736 Est. Cost $63.89 Unrealized
RCL ROYAL CARIBBIAN CRUISES LTD 0.0%
Value ($000) $262 Shares 2,523 Est. Cost $64.83 Unrealized +18.8%
NUVEEN AMT FREE MUN INCOME FD 0.0%
Value ($000) $261 Shares 23,870 Est. Cost $13.13 Unrealized
DOW DOW INC 0.0%
Value ($000) $242 Shares 4,553 Est. Cost $35.72 Unrealized +26.7%
IFF INTL FLAVOR & FRAGRANCES 0.0%
Value ($000) $237 Shares 2,979 Est. Cost $88.99 Unrealized -10.0%
MET METLIFE INC 0.0%
Value ($000) $232 Shares 4,106 Est. Cost $31.38 Unrealized +63.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $217 Shares 1,575 Est. Cost $112.73 Unrealized +11.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $208 Shares 4,593 Est. Cost $35.03 Unrealized +4.4%
TROW T. ROWE PRICE GROUP INC 0.0%
Value ($000) $207 Shares 1,850 Est. Cost $114.35 Unrealized -15.7%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $207 Shares 6,824 Est. Cost $40.89 Unrealized -34.1%
BALL BALL CORP 0.0%
Value ($000) $204 Shares 3,500 Est. Cost $52.22 Unrealized 0.0%
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $177 Shares 15,700 Est. Cost $10.43 Unrealized
RITM RITHM CAPITAL 0.0%
Value ($000) $165 Shares 17,600 Est. Cost $9.68 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $162 Shares 16,000 Est. Cost $12.74 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $126 Shares 11,200 Est. Cost $8.60 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FD 0.0%
Value ($000) $123 Shares 10,500 Est. Cost $46.56 Unrealized
NUVEEN MUNICIPAL CR INCOME FD 0.0%
Value ($000) $122 Shares 10,500 Est. Cost $13.43 Unrealized
NUVEEN MUN HIGH INCOME OPP FD 0.0%
Value ($000) $122 Shares 11,500 Est. Cost $12.55 Unrealized
ECC EAGLE POINT CREDIT CO LLC 0.0%
Value ($000) $107 Shares 10,500 Est. Cost $10.10 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $58 Shares 12,000 Est. Cost $5.64 Unrealized
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 14,000 Est. Cost $1.04 Unrealized
G6 MATERIALS CORPORATION 0.0%
Value ($000) $0 Shares 16,900 Est. Cost $0.12 Unrealized
ASPR ADSOUTH PARTNERS INC (NV) 0.0%
Value ($000) $0 Shares 10,001 Est. Cost $0.00 Unrealized +225.0%
CECBF SALTBAE CAPITAL CORP 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.03 Unrealized -100.0%