HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Diversified Active

CIK: 0000943442 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 27, 2023

Total Value ($000): $709,315 (100.0% shares, 0.0% debt)

Holdings (184)

MSFT MICROSOFT CORP 4.6%
Value ($000) $32,856 Shares 104,056 Est. Cost $51.11 Unrealized +535.0%
LLY ELI LILLY & COMPANY 3.9%
Value ($000) $27,814 Shares 51,783 Est. Cost $71.38 Unrealized +610.0%
OBT ORANGE CNTY BANCORP INC 3.7%
Value ($000) $26,189 Shares 606,637 Est. Cost $12.76 Unrealized +71.1%
AAPL APPLE, INC. 3.5%
Value ($000) $24,851 Shares 145,147 Est. Cost $93.48 Unrealized +94.0%
SPIB SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF 3.3%
Value ($000) $23,080 Shares 733,865 Est. Cost $32.13 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 3.0%
Value ($000) $20,943 Shares 71,653 Est. Cost $263.44 Unrealized +18.5%
NVDA NVIDIA CORP 2.7%
Value ($000) $19,309 Shares 44,389 Est. Cost $17.44 Unrealized +156.7%
SHY ISHARES 1-3 YEAR TREASURY BOND 2.6%
Value ($000) $18,127 Shares 223,874 Est. Cost $83.35 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRAND CORP BOND 2.4%
Value ($000) $16,678 Shares 334,696 Est. Cost $51.72 Unrealized
XLK SPDR SECTOR TECHNOLOGY ETF 2.2%
Value ($000) $15,755 Shares 96,107 Est. Cost $154.58 Unrealized
GOOG ALPHABET INC CLASS C 2.1%
Value ($000) $15,065 Shares 114,255 Est. Cost $107.98 Unrealized +19.5%
IEI ISHARES 3-7 YEAR TREASURY BOND 2.1%
Value ($000) $14,997 Shares 132,528 Est. Cost $122.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $13,906 Shares 32,530 Est. Cost $409.14 Unrealized
XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $13,326 Shares 113,336 Est. Cost $61.37 Unrealized +64.6%
JPM JP MORGAN CHASE & CO 1.8%
Value ($000) $12,586 Shares 86,789 Est. Cost $56.48 Unrealized +152.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 1.8%
Value ($000) $12,514 Shares 426,791 Est. Cost $30.13 Unrealized
HD THE HOME DEPOT INC 1.7%
Value ($000) $11,984 Shares 39,660 Est. Cost $68.41 Unrealized +342.9%
ADBE ADOBE SYSTEMS INC 1.5%
Value ($000) $10,291 Shares 20,182 Est. Cost $128.27 Unrealized +309.0%
TMO THERMO FISHER SCIENTIFIC INC. 1.4%
Value ($000) $10,193 Shares 20,138 Est. Cost $103.95 Unrealized +408.8%
AMZN AMAZON COM INC 1.4%
Value ($000) $10,027 Shares 78,881 Est. Cost $123.22 Unrealized +8.7%
UNH UNITED HEALTHCARE CORP 1.4%
Value ($000) $9,851 Shares 19,537 Est. Cost $179.37 Unrealized +162.0%
MDT MEDTRONIC PLC 1.2%
Value ($000) $8,736 Shares 111,488 Est. Cost $59.70 Unrealized +30.3%
DHR DANAHER CORP 1.2%
Value ($000) $8,530 Shares 34,381 Est. Cost $104.95 Unrealized +109.8%
MRSH MARSH & MCLENNAN CO INC 1.2%
Value ($000) $8,441 Shares 44,356 Est. Cost $74.56 Unrealized +147.6%
XLV SPDR SECTOR HEALTH CARE ETF 1.2%
Value ($000) $8,267 Shares 64,212 Est. Cost $134.42 Unrealized
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $8,057 Shares 47,549 Est. Cost $71.45 Unrealized +134.0%
AMD ADVANCED MICRO DIVICES INC 1.1%
Value ($000) $7,675 Shares 74,645 Est. Cost $107.79 Unrealized +0.7%
FLOT ISHARES FLOATING RATE BOND 1.0%
Value ($000) $7,407 Shares 145,547 Est. Cost $50.45 Unrealized
CSX C S X CORP 1.0%
Value ($000) $7,022 Shares 228,371 Est. Cost $27.31 Unrealized +12.0%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $6,977 Shares 129,778 Est. Cost $31.71 Unrealized +58.6%
ABBV ABBVIE INC COM 1.0%
Value ($000) $6,961 Shares 46,699 Est. Cost $128.17 Unrealized +5.6%
V VISA INC 1.0%
Value ($000) $6,886 Shares 29,937 Est. Cost $181.01 Unrealized +30.5%
KLAC K L A TENCOR CORP 1.0%
Value ($000) $6,823 Shares 14,876 Est. Cost $366.36 Unrealized +28.1%
BAC BANKAMERICA CORP 0.9%
Value ($000) $6,493 Shares 237,162 Est. Cost $18.88 Unrealized +47.4%
XLF SPDR SECTOR FINANCIAL ETF 0.9%
Value ($000) $6,397 Shares 192,846 Est. Cost $37.27 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $6,339 Shares 69,451 Est. Cost $79.03 Unrealized +17.0%
GTLS CHART INDUSTRIES INC 0.9%
Value ($000) $6,146 Shares 36,339 Est. Cost $141.45 Unrealized +18.9%
AVGO BROADCOM LTD 0.9%
Value ($000) $6,126 Shares 7,375 Est. Cost $48.08 Unrealized +74.6%
URI UNITED RENTALS INC 0.9%
Value ($000) $6,032 Shares 13,568 Est. Cost $336.67 Unrealized +32.9%
AXP AMERICAN EXPRESS CORP 0.8%
Value ($000) $5,780 Shares 38,742 Est. Cost $149.89 Unrealized +6.0%
XLY SPDR SECTOR CONSUMER DISCRETIONARY ETF 0.8%
Value ($000) $5,654 Shares 35,123 Est. Cost $177.21 Unrealized
CRM SALESFORCE COM 0.8%
Value ($000) $5,420 Shares 26,727 Est. Cost $154.38 Unrealized +38.3%
MS MORGAN STANLEY 0.8%
Value ($000) $5,384 Shares 65,930 Est. Cost $49.35 Unrealized +62.7%
XLC SPDR SECTOR COMMUNICATION SERVICES ETF 0.7%
Value ($000) $5,166 Shares 78,779 Est. Cost $66.06 Unrealized
XLI SPDR SECTOR INDUSTRIAL ETF 0.7%
Value ($000) $5,133 Shares 50,628 Est. Cost $102.16 Unrealized
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $5,047 Shares 19,787 Est. Cost $215.69 Unrealized +21.6%
NUE NUCOR CORP 0.7%
Value ($000) $4,987 Shares 31,897 Est. Cost $137.51 Unrealized +16.0%
PLD PROLOGICS INC. 0.7%
Value ($000) $4,804 Shares 42,814 Est. Cost $86.75 Unrealized +30.3%
CMG CHIPOTLE MEXICAN GRILL INC. COM 0.7%
Value ($000) $4,728 Shares 2,581 Est. Cost $27.52 Unrealized +41.7%
BKR BAKER HUGHES CO 0.7%
Value ($000) $4,663 Shares 132,013 Est. Cost $30.49 Unrealized +10.0%
CVX CHEVRON CORP 0.7%
Value ($000) $4,647 Shares 27,557 Est. Cost $101.58 Unrealized +43.5%
FLR FLUOR CORPORATION 0.6%
Value ($000) $4,411 Shares 120,189 Est. Cost $27.74 Unrealized +20.7%
PFE PFIZER INCORPORATED 0.6%
Value ($000) $4,380 Shares 132,047 Est. Cost $23.55 Unrealized +29.8%
AZO AUTOZONE INC 0.6%
Value ($000) $4,270 Shares 1,681 Est. Cost $1460.26 Unrealized +71.8%
LECO LINCOLN ELEC HLDGS INC 0.6%
Value ($000) $4,234 Shares 23,289 Est. Cost $103.22 Unrealized +85.1%
META META PLATFORMS INC 0.6%
Value ($000) $4,210 Shares 14,025 Est. Cost $128.76 Unrealized +132.4%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $4,125 Shares 70,753 Est. Cost $43.36 Unrealized +25.5%
WY WEYERHAEUSER CO 0.6%
Value ($000) $3,983 Shares 129,903 Est. Cost $30.32 Unrealized +1.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $3,659 Shares 8,013 Est. Cost $437.81 Unrealized
XLE SPDR SECTOR ENERGY ETF 0.5%
Value ($000) $3,600 Shares 39,826 Est. Cost $76.60 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.5%
Value ($000) $3,419 Shares 92,643 Est. Cost $39.39 Unrealized
CIEN CIENA CORP 0.5%
Value ($000) $3,412 Shares 72,188 Est. Cost $51.76 Unrealized -14.8%
XLP SPDR SECTOR CONSUMER STAPLES ETF 0.5%
Value ($000) $3,344 Shares 48,603 Est. Cost $75.11 Unrealized
GWW W.W. GRAINGER INC 0.5%
Value ($000) $3,319 Shares 4,798 Est. Cost $666.06 Unrealized +6.4%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,247 Shares 22,262 Est. Cost $80.61 Unrealized +78.8%
MDLZ MODELEZ INTERANTIONAL INC 0.4%
Value ($000) $3,173 Shares 45,721 Est. Cost $59.82 Unrealized +12.3%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $3,080 Shares 29,080 Est. Cost $30.52 Unrealized +269.5%
WBS WEBSTER FINL CORP 0.4%
Value ($000) $3,037 Shares 75,334 Est. Cost $51.53 Unrealized -17.5%
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $2,978 Shares 12,378 Est. Cost $57.45 Unrealized +302.3%
LEN LENNAR CORP 0.4%
Value ($000) $2,844 Shares 25,338 Est. Cost $79.83 Unrealized +42.2%
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $2,797 Shares 31,695 Est. Cost $66.95 Unrealized +24.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,740 Shares 17,594 Est. Cost $69.40 Unrealized +120.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,632 Shares 21,972 Est. Cost $42.92 Unrealized +151.4%
WMT WAL-MART STORES INC 0.4%
Value ($000) $2,570 Shares 16,073 Est. Cost $34.94 Unrealized +48.3%
HON HONEYWELL INTERNATIONAL 0.4%
Value ($000) $2,545 Shares 13,776 Est. Cost $111.21 Unrealized +56.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,523 Shares 9,575 Est. Cost $167.96 Unrealized +60.5%
AES AES CORP 0.3%
Value ($000) $2,164 Shares 142,398 Est. Cost $14.56 Unrealized +16.8%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $2,132 Shares 15,194 Est. Cost $109.71 Unrealized +20.1%
MINT PIMCO ETF ENHANCED SHORT FD 0.3%
Value ($000) $2,126 Shares 21,235 Est. Cost $100.17 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,125 Shares 20,643 Est. Cost $41.13 Unrealized +142.8%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,064 Shares 63,696 Est. Cost $31.01 Unrealized -6.5%
AMT AMERN TOWER CORP CLASS A 0.3%
Value ($000) $1,948 Shares 11,848 Est. Cost $149.80 Unrealized +11.9%
DG DOLLAR GENERAL CORPORATION 0.3%
Value ($000) $1,908 Shares 18,036 Est. Cost $117.12 Unrealized +21.0%
ILMN ILLUMINA INC 0.2%
Value ($000) $1,702 Shares 12,401 Est. Cost $310.95 Unrealized -47.1%
RMD RESMED INC 0.2%
Value ($000) $1,629 Shares 11,018 Est. Cost $57.28 Unrealized +208.5%
XLU SPDR SELECT SECTOR UTILITIES 0.2%
Value ($000) $1,503 Shares 25,503 Est. Cost $73.67 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,485 Shares 15,381 Est. Cost $42.56 Unrealized +114.2%
QQQ INVESCO QQQ TR UNIT SER 1 0.2%
Value ($000) $1,423 Shares 3,971 Est. Cost $267.17 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,363 Shares 2,413 Est. Cost $256.70 Unrealized +107.3%
BX BLACKSTONE GROUP LP 0.2%
Value ($000) $1,345 Shares 12,549 Est. Cost $92.82 Unrealized +5.0%
BA BOEING CO 0.2%
Value ($000) $1,319 Shares 6,882 Est. Cost $129.83 Unrealized +68.5%
INTC INTEL CORP 0.2%
Value ($000) $1,298 Shares 36,518 Est. Cost $32.31 Unrealized +5.9%
SO SOUTHERN COMPANY 0.2%
Value ($000) $1,173 Shares 18,130 Est. Cost $66.80 Unrealized -4.5%
NUVEEN MUNICIPAL VALUE FUND INC 0.2%
Value ($000) $1,165 Shares 140,986 Est. Cost $10.51 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,110 Shares 11,456 Est. Cost $33.51 Unrealized +199.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,106 Shares 13,649 Est. Cost $98.17 Unrealized -15.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,101 Shares 15,774 Est. Cost $49.26 Unrealized +31.1%
EL ESTEE LAUDER COMPANIES INC CL A 0.1%
Value ($000) $1,061 Shares 7,338 Est. Cost $107.10 Unrealized +48.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,019 Shares 22,975 Est. Cost $30.41 Unrealized +36.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,007 Shares 17,351 Est. Cost $33.83 Unrealized +60.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,006 Shares 2,285 Est. Cost $142.28 Unrealized +196.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $985 Shares 29,556 Est. Cost $26.36 Unrealized +15.3%
SJM JM SMUCKER CO 0.1%
Value ($000) $957 Shares 7,790 Est. Cost $121.23 Unrealized +7.1%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $923 Shares 7,053 Est. Cost $108.33 Unrealized +18.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $905 Shares 2,212 Est. Cost $247.05 Unrealized +68.0%
NKE NIKE INC CLASS B 0.1%
Value ($000) $900 Shares 9,409 Est. Cost $54.11 Unrealized +81.6%
RTX RAYTHEON COMPANY NEW 0.1%
Value ($000) $886 Shares 12,304 Est. Cost $83.84 Unrealized -3.1%
SYY SYSCO CORPORATION 0.1%
Value ($000) $863 Shares 13,062 Est. Cost $55.07 Unrealized +21.7%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $859 Shares 3,431 Est. Cost $273.28 Unrealized -6.0%
T AT & T INC 0.1%
Value ($000) $825 Shares 54,913 Est. Cost $13.39 Unrealized -3.3%
NYF ISHARES NEW YORK MUNI BOND 0.1%
Value ($000) $801 Shares 15,700 Est. Cost $50.62 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $795 Shares 2,911 Est. Cost $74.42 Unrealized +251.3%
PSX PHILLIPS 66 0.1%
Value ($000) $789 Shares 6,568 Est. Cost $48.39 Unrealized +113.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $787 Shares 2,431 Est. Cost $138.74 Unrealized +127.3%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $771 Shares 34,764 Est. Cost $23.02 Unrealized -8.4%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $747 Shares 15,110 Est. Cost $13.96 Unrealized +276.8%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $731 Shares 27,021 Est. Cost $17.83 Unrealized +41.3%
NEE NEXTERA ENERGY INC. 0.1%
Value ($000) $688 Shares 12,005 Est. Cost $77.12 Unrealized -16.5%
BK THE BANK OF NY MELLON CORP 0.1%
Value ($000) $646 Shares 15,142 Est. Cost $24.38 Unrealized +71.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $640 Shares 8,581 Est. Cost $22.25 Unrealized +34.3%
SPYG SPDR PORTFILIO S&P 500 GROWTH 0.1%
Value ($000) $635 Shares 10,707 Est. Cost $58.18 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $631 Shares 13,227 Est. Cost $49.34 Unrealized -6.5%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $610 Shares 7,765 Est. Cost $75.95 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $603 Shares 2,899 Est. Cost $139.33 Unrealized +41.2%
PFF ISHARES TR S&P US PFD STK INDE 0.1%
Value ($000) $600 Shares 19,915 Est. Cost $31.67 Unrealized
SUN SUNOCO LP COM 0.1%
Value ($000) $587 Shares 12,000 Est. Cost $28.75 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $564 Shares 5,983 Est. Cost $82.02 Unrealized
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $563 Shares 3,212 Est. Cost $60.37 Unrealized +190.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $546 Shares 12,480 Est. Cost $44.89 Unrealized
SPYV SPDR PORTFILIO S&P 500 VALUE 0.1%
Value ($000) $522 Shares 12,651 Est. Cost $36.87 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.1%
Value ($000) $518 Shares 15,211 Est. Cost $38.09 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $496 Shares 2,152 Est. Cost $62.74 Unrealized +266.7%
GE GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $495 Shares 4,475 Est. Cost $45.01 Unrealized +97.0%
OSK OSHKOSH CORP 0.1%
Value ($000) $495 Shares 5,182 Est. Cost $49.88 Unrealized +86.0%
SUB ISHARES SHORT-TERM NATIONAL 0.1%
Value ($000) $483 Shares 4,700 Est. Cost $103.54 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $457 Shares 1,700 Est. Cost $114.56 Unrealized +102.4%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $455 Shares 4,340 Est. Cost $112.21 Unrealized
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $425 Shares 7,145 Est. Cost $29.06 Unrealized +93.8%
MA MASTERCARD INC 0.1%
Value ($000) $413 Shares 1,042 Est. Cost $325.17 Unrealized +21.9%
BCPC BALCHEM CORP 0.1%
Value ($000) $395 Shares 3,183 Est. Cost $53.03 Unrealized +146.5%
MTB M & T BANK CORP 0.1%
Value ($000) $389 Shares 3,075 Est. Cost $119.34 Unrealized +0.9%
ALB ALBEMARLE CORP 0.1%
Value ($000) $384 Shares 2,260 Est. Cost $83.00 Unrealized +130.5%
O REALTY INCOME CORP 0.1%
Value ($000) $365 Shares 7,308 Est. Cost $57.22 Unrealized -12.3%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $348 Shares 2,864 Est. Cost $121.22 Unrealized 0.0%
IVV ISHARES TRUST S&P 0.0%
Value ($000) $348 Shares 810 Est. Cost $386.16 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $345 Shares 1,750 Est. Cost $86.07 Unrealized +138.2%
GLW CORNING INC 0.0%
Value ($000) $334 Shares 10,967 Est. Cost $12.58 Unrealized +144.0%
BP BP PLC ADR 0.0%
Value ($000) $333 Shares 8,609 Est. Cost $35.21 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $332 Shares 5,929 Est. Cost $38.41 Unrealized +45.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $323 Shares 2,276 Est. Cost $55.38 Unrealized +120.5%
IGM ISHARES NORTH AMERICAN TECH 0.0%
Value ($000) $306 Shares 800 Est. Cost $378.92 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $304 Shares 3,554 Est. Cost $73.81 Unrealized +13.7%
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $304 Shares 20,000 Est. Cost $11.50 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $302 Shares 2,792 Est. Cost $111.91 Unrealized -7.8%
AFL AFLAC INC 0.0%
Value ($000) $299 Shares 3,897 Est. Cost $70.52 Unrealized 0.0%
OXY OCCIDENTAL PETROLEIM CORP 0.0%
Value ($000) $292 Shares 4,507 Est. Cost $60.69 Unrealized -0.7%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $288 Shares 1,388 Est. Cost $66.86 Unrealized +221.4%
DLR DIGITAL REALTY TRUST, INC. 0.0%
Value ($000) $282 Shares 2,334 Est. Cost $108.51 Unrealized +4.7%
HUBB HUBBELL INC 0.0%
Value ($000) $282 Shares 900 Est. Cost $199.94 Unrealized +54.3%
PNC PNC FINANCIAL SERVICES 0.0%
Value ($000) $276 Shares 2,250 Est. Cost $130.41 Unrealized -11.8%
PCEF INVESCO EX TR FD TR II CEF INCOME COM 0.0%
Value ($000) $269 Shares 15,704 Est. Cost $22.09 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $264 Shares 2,822 Est. Cost $96.36 Unrealized -17.4%
SHEL SHELL PLC ADR 0.0%
Value ($000) $256 Shares 3,980 Est. Cost $54.87 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $253 Shares 2,278 Est. Cost $79.81 Unrealized +37.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $236 Shares 1,635 Est. Cost $137.41 Unrealized +5.2%
HSY THE HERSHEY CO 0.0%
Value ($000) $234 Shares 1,170 Est. Cost $163.59 Unrealized +27.6%
CI CIGNA CORP 0.0%
Value ($000) $233 Shares 816 Est. Cost $190.77 Unrealized +43.0%
IVW ISHARES TR S&P 500 GROWTH ETF 0.0%
Value ($000) $233 Shares 3,400 Est. Cost $63.89 Unrealized
NUVEEN AMT FREE MUN INCOME FD 0.0%
Value ($000) $231 Shares 23,870 Est. Cost $13.13 Unrealized
VOO VANGUARD INDEX FD S&P 500 ETF 0.0%
Value ($000) $225 Shares 572 Est. Cost $392.70 Unrealized
ATRION CORP 0.0%
Value ($000) $207 Shares 500 Est. Cost $559.45 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $201 Shares 4,975 Est. Cost $36.99 Unrealized 0.0%
RITM RITHM CAPITAL 0.0%
Value ($000) $164 Shares 17,600 Est. Cost $9.68 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $159 Shares 15,700 Est. Cost $10.43 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $151 Shares 16,000 Est. Cost $12.74 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $125 Shares 11,000 Est. Cost $8.60 Unrealized
NUVEEN MUNICIPAL CR INCOME FD 0.0%
Value ($000) $110 Shares 10,500 Est. Cost $13.43 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FD 0.0%
Value ($000) $108 Shares 10,500 Est. Cost $46.56 Unrealized
NUVEEN MUN HIGH INCOME OPP FD 0.0%
Value ($000) $107 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
BRSP BRIGHTSPIRE CAPITAL INC. 0.0%
Value ($000) $75 Shares 12,000 Est. Cost $6.26 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $45 Shares 12,000 Est. Cost $5.64 Unrealized
PLG PLATINUM GROUP METALS LTD 0.0%
Value ($000) $15 Shares 13,150 Est. Cost $1.29 Unrealized 0.0%
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 14,000 Est. Cost $1.04 Unrealized