WELCH & FORBES LLC Diversified Active

CIK: 0000105495 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 3, 2023

Total Value ($000): $6,048,025 (100.0% shares, 0.0% debt)

Holdings (367)

AAPL APPLE INC 5.1%
Value ($000) $305,655 Shares 1,785,262 Est. Cost $85.37 Unrealized +112.4%
MSFT MICROSOFT CORP 4.7%
Value ($000) $285,815 Shares 905,192 Est. Cost $38.03 Unrealized +753.4%
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $223,222 Shares 513,166 Est. Cost $15.70 Unrealized +185.2%
ORLY OREILLY AUTOMOTIVE INC 3.2%
Value ($000) $193,469 Shares 212,870 Est. Cost $7.50 Unrealized +736.0%
V VISA INC 2.9%
Value ($000) $175,260 Shares 761,967 Est. Cost $62.94 Unrealized +275.3%
DHR DANAHER CORPORATION 2.8%
Value ($000) $167,799 Shares 676,336 Est. Cost $27.02 Unrealized +715.0%
GOOG ALPHABET INC 2.6%
Value ($000) $154,569 Shares 1,172,310 Est. Cost $107.28 Unrealized +20.3%
SYK STRYKER CORPORATION 2.4%
Value ($000) $143,248 Shares 524,199 Est. Cost $60.64 Unrealized +361.8%
HD HOME DEPOT INC 2.2%
Value ($000) $130,819 Shares 432,945 Est. Cost $61.54 Unrealized +392.3%
ANSYS INC 2.0%
Value ($000) $123,900 Shares 416,399 Est. Cost $94.54 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $122,038 Shares 783,551 Est. Cost $70.01 Unrealized +118.9%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $117,560 Shares 805,977 Est. Cost $55.73 Unrealized +158.6%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $105,296 Shares 726,078 Est. Cost $50.58 Unrealized +181.3%
FISV FISERV INC 1.7%
Value ($000) $102,662 Shares 908,838 Est. Cost $55.24 Unrealized +122.9%
PEP PEPSICO INC 1.7%
Value ($000) $100,370 Shares 592,361 Est. Cost $57.48 Unrealized +190.8%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $96,132 Shares 170,157 Est. Cost $182.23 Unrealized +192.1%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $94,209 Shares 194,535 Est. Cost $204.27 Unrealized +136.3%
CB CHUBB LIMITED 1.4%
Value ($000) $86,795 Shares 416,924 Est. Cost $126.37 Unrealized +55.7%
MCD MCDONALDS CORP 1.4%
Value ($000) $85,166 Shares 323,285 Est. Cost $81.55 Unrealized +230.5%
RTX RTX CORPORATION 1.4%
Value ($000) $84,348 Shares 1,171,990 Est. Cost $55.88 Unrealized +45.4%
WSO WATSCO INC 1.3%
Value ($000) $80,226 Shares 212,396 Est. Cost $177.56 Unrealized +103.6%
ECL ECOLAB INC 1.3%
Value ($000) $78,331 Shares 462,403 Est. Cost $97.68 Unrealized +81.5%
IDXX IDEXX LABS INC 1.2%
Value ($000) $75,398 Shares 172,429 Est. Cost $79.32 Unrealized +528.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $74,231 Shares 162,559 Est. Cost $299.38 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 1.2%
Value ($000) $71,979 Shares 64,959 Est. Cost $281.31 Unrealized +335.6%
TJX TJX COS INC NEW 1.2%
Value ($000) $70,544 Shares 793,696 Est. Cost $40.69 Unrealized +109.7%
LLY ELI LILLY & CO 1.2%
Value ($000) $69,694 Shares 129,753 Est. Cost $77.69 Unrealized +552.3%
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $67,160 Shares 294,650 Est. Cost $95.38 Unrealized +129.7%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $65,978 Shares 391,280 Est. Cost $80.57 Unrealized +80.9%
AMP AMERIPRISE FINL INC 1.1%
Value ($000) $65,467 Shares 198,577 Est. Cost $97.48 Unrealized +239.1%
KMX CARMAX INC 1.1%
Value ($000) $64,687 Shares 914,556 Est. Cost $45.87 Unrealized +78.5%
VRTX VERTEX PHARMACEUTICALS INC 1.1%
Value ($000) $64,356 Shares 185,070 Est. Cost $106.68 Unrealized +227.8%
ABT ABBOTT LABS 1.0%
Value ($000) $62,219 Shares 642,428 Est. Cost $53.69 Unrealized +87.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $59,915 Shares 457,858 Est. Cost $106.93 Unrealized +20.1%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $59,641 Shares 247,907 Est. Cost $79.71 Unrealized +190.0%
ABBV ABBVIE INC 1.0%
Value ($000) $58,889 Shares 395,066 Est. Cost $80.38 Unrealized +68.4%
AMZN AMAZON COM INC 0.9%
Value ($000) $56,278 Shares 442,714 Est. Cost $124.12 Unrealized +8.0%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $54,960 Shares 1,239,509 Est. Cost $32.43 Unrealized +28.0%
ADBE ADOBE INC 0.8%
Value ($000) $48,409 Shares 94,938 Est. Cost $340.17 Unrealized +54.2%
PAYX PAYCHEX INC 0.8%
Value ($000) $47,686 Shares 413,471 Est. Cost $25.02 Unrealized +348.4%
RMD RESMED INC 0.8%
Value ($000) $46,934 Shares 317,402 Est. Cost $60.41 Unrealized +192.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $46,805 Shares 133,614 Est. Cost $178.42 Unrealized +98.8%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $44,326 Shares 87,571 Est. Cost $278.84 Unrealized +89.7%
IRM IRON MTN INC DEL 0.7%
Value ($000) $43,856 Shares 737,694 Est. Cost $22.00 Unrealized +156.0%
MRK MERCK & CO INC 0.7%
Value ($000) $40,482 Shares 393,221 Est. Cost $30.22 Unrealized +230.3%
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $40,318 Shares 440,003 Est. Cost $41.41 Unrealized +124.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $38,021 Shares 323,363 Est. Cost $54.59 Unrealized +85.0%
AOS SMITH A O CORP 0.6%
Value ($000) $36,255 Shares 548,237 Est. Cost $55.11 Unrealized +23.5%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $35,860 Shares 820,216 Est. Cost $42.25 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $34,729 Shares 113,084 Est. Cost $249.39 Unrealized +22.0%
AFL AFLAC INC 0.6%
Value ($000) $34,313 Shares 447,079 Est. Cost $36.80 Unrealized +91.6%
CSCO CISCO SYS INC 0.6%
Value ($000) $33,718 Shares 627,199 Est. Cost $26.97 Unrealized +86.5%
LIN LINDE PLC 0.6%
Value ($000) $33,568 Shares 90,153 Est. Cost $324.22 Unrealized +13.8%
LECO LINCOLN ELEC HLDGS INC 0.5%
Value ($000) $32,437 Shares 178,432 Est. Cost $111.54 Unrealized +71.3%
BAC BANK AMERICA CORP 0.5%
Value ($000) $31,193 Shares 1,139,257 Est. Cost $21.72 Unrealized +28.1%
META META PLATFORMS INC 0.5%
Value ($000) $30,927 Shares 103,019 Est. Cost $128.36 Unrealized +133.1%
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $29,714 Shares 1,124,687 Est. Cost $23.76 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $27,991 Shares 488,588 Est. Cost $66.53 Unrealized -3.2%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $26,639 Shares 8,638 Est. Cost $1928.82 Unrealized +54.5%
WMT WALMART INC 0.4%
Value ($000) $26,596 Shares 166,297 Est. Cost $27.40 Unrealized +89.1%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $26,308 Shares 575,154 Est. Cost $47.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $26,127 Shares 806,146 Est. Cost $33.96 Unrealized -14.6%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $24,560 Shares 305,819 Est. Cost $47.48 Unrealized +73.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $24,058 Shares 263,596 Est. Cost $64.33 Unrealized +43.7%
DOV DOVER CORP 0.4%
Value ($000) $23,376 Shares 167,559 Est. Cost $44.38 Unrealized +216.3%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $22,614 Shares 87,470 Est. Cost $109.27 Unrealized +136.4%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $22,562 Shares 302,927 Est. Cost $54.20 Unrealized +40.0%
PFF ISHARES TR 0.4%
Value ($000) $22,164 Shares 735,122 Est. Cost $37.38 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $21,447 Shares 44,587 Est. Cost $23.72 Unrealized +414.5%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $20,921 Shares 120,154 Est. Cost $192.46 Unrealized -9.1%
BALL BALL CORP 0.3%
Value ($000) $20,463 Shares 411,076 Est. Cost $62.46 Unrealized -15.5%
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $20,373 Shares 338,090 Est. Cost $43.60 Unrealized +43.0%
CSL CARLISLE COS INC 0.3%
Value ($000) $20,160 Shares 77,759 Est. Cost $165.70 Unrealized +57.3%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $19,687 Shares 46,054 Est. Cost $296.35 Unrealized
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $19,639 Shares 78,141 Est. Cost $194.63 Unrealized +28.1%
KO COCA COLA CO 0.3%
Value ($000) $19,623 Shares 350,533 Est. Cost $31.15 Unrealized +78.9%
GSK GSK PLC 0.3%
Value ($000) $18,875 Shares 520,691 Est. Cost $35.14 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $18,616 Shares 561,241 Est. Cost $16.46 Unrealized +85.7%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $18,365 Shares 265,078 Est. Cost $59.51 Unrealized +35.0%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $17,876 Shares 144,359 Est. Cost $129.35 Unrealized +2.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $17,624 Shares 158,687 Est. Cost $51.13 Unrealized +115.2%
IWM ISHARES TR 0.3%
Value ($000) $16,896 Shares 95,598 Est. Cost $181.05 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $16,467 Shares 81,098 Est. Cost $17.64 Unrealized +135.7%
INTC INTEL CORP 0.3%
Value ($000) $15,974 Shares 449,338 Est. Cost $18.31 Unrealized +86.9%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $15,109 Shares 131,808 Est. Cost $31.69 Unrealized +264.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $13,679 Shares 141,644 Est. Cost $40.98 Unrealized +122.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $13,556 Shares 256,737 Est. Cost $13.03 Unrealized +302.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $13,486 Shares 90,392 Est. Cost $79.73 Unrealized +99.3%
ORCL ORACLE CORP 0.2%
Value ($000) $13,344 Shares 125,979 Est. Cost $37.81 Unrealized +198.3%
CGNX COGNEX CORP 0.2%
Value ($000) $13,053 Shares 307,569 Est. Cost $35.04 Unrealized +37.7%
GINKGO BIOWORKS HOLDINGS INC 0.2%
Value ($000) $12,670 Shares 7,000,000 Est. Cost $1.81 Unrealized
MCO MOODYS CORP 0.2%
Value ($000) $12,370 Shares 39,125 Est. Cost $200.17 Unrealized +66.8%
MZTI LANCASTER COLONY CORP 0.2%
Value ($000) $11,446 Shares 69,356 Est. Cost $89.41 Unrealized +101.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $11,303 Shares 39,883 Est. Cost $114.98 Unrealized +139.0%
CMI CUMMINS INC 0.2%
Value ($000) $11,177 Shares 48,923 Est. Cost $138.03 Unrealized +65.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $10,988 Shares 70,496 Est. Cost $67.67 Unrealized +124.1%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $10,883 Shares 197,150 Est. Cost $17.60 Unrealized +203.6%
FTV FORTIVE CORP 0.2%
Value ($000) $10,268 Shares 138,453 Est. Cost $32.64 Unrealized +74.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $9,756 Shares 69,535 Est. Cost $118.40 Unrealized +11.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $8,743 Shares 150,632 Est. Cost $36.04 Unrealized +50.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $8,320 Shares 119,169 Est. Cost $53.61 Unrealized +20.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $7,989 Shares 101,950 Est. Cost $77.11 Unrealized +0.9%
LQD ISHARES TR 0.1%
Value ($000) $7,771 Shares 76,170 Est. Cost $114.57 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $7,573 Shares 114,661 Est. Cost $26.36 Unrealized +154.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $7,376 Shares 28,920 Est. Cost $194.71 Unrealized +34.7%
NVS NOVARTIS AG 0.1%
Value ($000) $7,200 Shares 70,687 Est. Cost $76.78 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $6,903 Shares 25,285 Est. Cost $67.72 Unrealized +286.1%
AMGN AMGEN INC 0.1%
Value ($000) $6,902 Shares 25,681 Est. Cost $124.85 Unrealized +85.7%
RPM RPM INTL INC 0.1%
Value ($000) $6,706 Shares 70,735 Est. Cost $65.11 Unrealized +49.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $6,431 Shares 72,860 Est. Cost $46.02 Unrealized +81.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $6,102 Shares 43,804 Est. Cost $22.99 Unrealized +423.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $6,038 Shares 15,250 Est. Cost $203.69 Unrealized +94.5%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $5,942 Shares 61,228 Est. Cost $68.06 Unrealized +51.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $5,874 Shares 113,239 Est. Cost $47.10 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $5,797 Shares 25,171 Est. Cost $116.30 Unrealized +97.8%
NKE NIKE INC 0.1%
Value ($000) $5,582 Shares 58,378 Est. Cost $88.52 Unrealized +11.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $5,540 Shares 86,570 Est. Cost $37.22 Unrealized +73.5%
GDX VANECK ETF TRUST 0.1%
Value ($000) $5,537 Shares 205,760 Est. Cost $32.93 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $5,407 Shares 649,082 Est. Cost $8.00 Unrealized
MMM 3M CO 0.1%
Value ($000) $5,212 Shares 55,667 Est. Cost $61.85 Unrealized +28.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,187 Shares 29,625 Est. Cost $76.52 Unrealized +131.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,181 Shares 32,584 Est. Cost $42.48 Unrealized +274.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $5,117 Shares 46,290 Est. Cost $47.47 Unrealized +86.8%
STT STATE STR CORP 0.1%
Value ($000) $5,096 Shares 76,107 Est. Cost $47.84 Unrealized +35.6%
ICLR ICON PLC 0.1%
Value ($000) $4,931 Shares 20,023 Est. Cost $116.78 Unrealized +115.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $4,874 Shares 68,538 Est. Cost $51.85 Unrealized +36.7%
EQIX EQUINIX INC 0.1%
Value ($000) $4,846 Shares 6,672 Est. Cost $649.27 Unrealized +13.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $4,815 Shares 36,129 Est. Cost $113.75 Unrealized +15.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $4,608 Shares 38,460 Est. Cost $49.58 Unrealized +117.6%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $4,560 Shares 60,664 Est. Cost $81.60 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $4,471 Shares 89,720 Est. Cost $65.96 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $4,431 Shares 54,674 Est. Cost $82.53 Unrealized +1.1%
USB US BANCORP DEL 0.1%
Value ($000) $4,377 Shares 132,400 Est. Cost $24.46 Unrealized +32.9%
UNP UNION PAC CORP 0.1%
Value ($000) $4,361 Shares 21,418 Est. Cost $91.88 Unrealized +124.4%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $4,095 Shares 17,333 Est. Cost $186.39 Unrealized +24.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $4,060 Shares 33,592 Est. Cost $91.55 Unrealized +28.6%
IVV ISHARES TR 0.1%
Value ($000) $3,905 Shares 9,093 Est. Cost $377.95 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $3,617 Shares 17,402 Est. Cost $57.74 Unrealized +272.2%
IJH ISHARES TR 0.1%
Value ($000) $3,545 Shares 14,215 Est. Cost $205.84 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,492 Shares 24,644 Est. Cost $68.23 Unrealized +79.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $3,477 Shares 18,269 Est. Cost $81.26 Unrealized +127.2%
IWO ISHARES TR 0.1%
Value ($000) $3,400 Shares 15,168 Est. Cost $210.52 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,396 Shares 57,158 Est. Cost $59.83 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $3,168 Shares 90,542 Est. Cost $34.31 Unrealized
T AT&T INC 0.1%
Value ($000) $3,150 Shares 209,740 Est. Cost $15.62 Unrealized -17.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,103 Shares 7,589 Est. Cost $255.86 Unrealized +62.2%
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $3,049 Shares 180,624 Est. Cost $20.19 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $2,921 Shares 71,478 Est. Cost $29.43 Unrealized +38.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $2,920 Shares 10,208 Est. Cost $198.52 Unrealized +37.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2,911 Shares 9,960 Est. Cost $281.47 Unrealized +11.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,876 Shares 137,017 Est. Cost $20.74 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $2,874 Shares 22,676 Est. Cost $85.59 Unrealized +36.9%
IJR ISHARES TR 0.0%
Value ($000) $2,812 Shares 29,805 Est. Cost $96.54 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $2,800 Shares 7,816 Est. Cost $205.74 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $2,780 Shares 26,805 Est. Cost $124.00 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $2,767 Shares 3,331 Est. Cost $24.06 Unrealized +249.0%
SDY SPDR SER TR 0.0%
Value ($000) $2,751 Shares 23,922 Est. Cost $101.14 Unrealized
BP BP PLC 0.0%
Value ($000) $2,697 Shares 69,653 Est. Cost $36.77 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2,679 Shares 49,092 Est. Cost $47.93 Unrealized +26.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,631 Shares 67,091 Est. Cost $43.32 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $2,602 Shares 69,707 Est. Cost $39.30 Unrealized -0.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2,528 Shares 5,014 Est. Cost $266.73 Unrealized +76.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,517 Shares 13,626 Est. Cost $109.40 Unrealized +58.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,499 Shares 26,993 Est. Cost $59.56 Unrealized +44.7%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $2,484 Shares 13,138 Est. Cost $192.56 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $2,435 Shares 50,264 Est. Cost $28.06 Unrealized +70.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2,434 Shares 35,071 Est. Cost $48.40 Unrealized +38.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2,392 Shares 5,775 Est. Cost $357.85 Unrealized +8.1%
INTU INTUIT 0.0%
Value ($000) $2,354 Shares 4,607 Est. Cost $208.06 Unrealized +139.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,315 Shares 30,894 Est. Cost $39.92 Unrealized +77.1%
IT GARTNER INC 0.0%
Value ($000) $2,255 Shares 6,564 Est. Cost $59.25 Unrealized +488.7%
TSLA TESLA INC 0.0%
Value ($000) $2,209 Shares 8,828 Est. Cost $250.78 Unrealized +2.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $2,182 Shares 9,306 Est. Cost $70.42 Unrealized +68.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,177 Shares 30,759 Est. Cost $64.78 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2,127 Shares 10,213 Est. Cost $215.61 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $2,080 Shares 10,259 Est. Cost $178.97 Unrealized +19.3%
IWB ISHARES TR 0.0%
Value ($000) $2,080 Shares 8,854 Est. Cost $155.06 Unrealized
DE DEERE & CO 0.0%
Value ($000) $2,073 Shares 5,494 Est. Cost $161.15 Unrealized +146.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $2,064 Shares 35,309 Est. Cost $188.65 Unrealized -65.6%
APTIV PLC 0.0%
Value ($000) $2,057 Shares 20,869 Est. Cost $137.07 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2,039 Shares 14,783 Est. Cost $139.88 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,973 Shares 21,698 Est. Cost $82.07 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $1,934 Shares 28,058 Est. Cost $65.35 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,881 Shares 43,642 Est. Cost $31.05 Unrealized +43.1%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,873 Shares 17,288 Est. Cost $60.74 Unrealized +80.0%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $1,834 Shares 205,784 Est. Cost $11.84 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,812 Shares 4,653 Est. Cost $209.39 Unrealized +86.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,780 Shares 11,760 Est. Cost $38.21 Unrealized +247.1%
OEF ISHARES TR 0.0%
Value ($000) $1,667 Shares 8,310 Est. Cost $88.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,662 Shares 3,775 Est. Cost $86.94 Unrealized +385.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,641 Shares 14,621 Est. Cost $71.09 Unrealized +74.7%
PSX PHILLIPS 66 0.0%
Value ($000) $1,571 Shares 13,074 Est. Cost $55.82 Unrealized +85.1%
HUBB HUBBELL INC 0.0%
Value ($000) $1,518 Shares 4,844 Est. Cost $91.28 Unrealized +237.9%
MAS MASCO CORP 0.0%
Value ($000) $1,510 Shares 28,251 Est. Cost $32.96 Unrealized +67.8%
DVY ISHARES TR 0.0%
Value ($000) $1,500 Shares 13,933 Est. Cost $83.70 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $1,476 Shares 45,350 Est. Cost $30.36 Unrealized +5.6%
IWR ISHARES TR 0.0%
Value ($000) $1,435 Shares 20,721 Est. Cost $65.16 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,419 Shares 3,613 Est. Cost $218.55 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $1,356 Shares 9,093 Est. Cost $142.77 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,337 Shares 17,922 Est. Cost $26.74 Unrealized +11.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1,335 Shares 7,457 Est. Cost $61.74 Unrealized +175.8%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $1,322 Shares 37,420 Est. Cost $27.26 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,310 Shares 7,968 Est. Cost $158.83 Unrealized +5.6%
CHEF CHEFS WHSE INC 0.0%
Value ($000) $1,308 Shares 61,775 Est. Cost $31.11 Unrealized -1.7%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,296 Shares 45,289 Est. Cost $35.40 Unrealized -23.3%
BX BLACKSTONE INC 0.0%
Value ($000) $1,285 Shares 11,997 Est. Cost $69.29 Unrealized +40.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,273 Shares 10,373 Est. Cost $77.29 Unrealized +48.9%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,234 Shares 7,138 Est. Cost $72.30 Unrealized +152.9%
IWF ISHARES TR 0.0%
Value ($000) $1,232 Shares 4,630 Est. Cost $199.84 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $1,229 Shares 37,263 Est. Cost $47.31 Unrealized -26.8%
BLACKROCK INC 0.0%
Value ($000) $1,197 Shares 1,852 Est. Cost $507.77 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1,197 Shares 3,189 Est. Cost $339.79 Unrealized +13.1%
FAST FASTENAL CO 0.0%
Value ($000) $1,173 Shares 21,465 Est. Cost $22.12 Unrealized +21.2%
DOW DOW INC 0.0%
Value ($000) $1,152 Shares 22,349 Est. Cost $40.46 Unrealized +14.5%
UNILEVER PLC 0.0%
Value ($000) $1,151 Shares 23,294 Est. Cost $56.66 Unrealized
JILL J JILL INC 0.0%
Value ($000) $1,125 Shares 38,000 Est. Cost $13.46 Unrealized +69.5%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,109 Shares 10,440 Est. Cost $115.03 Unrealized
VMWARE INC 0.0%
Value ($000) $1,067 Shares 6,410 Est. Cost $135.03 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1,038 Shares 14,345 Est. Cost $50.73 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,038 Shares 5,103 Est. Cost $201.49 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $1,027 Shares 3,744 Est. Cost $111.44 Unrealized +148.0%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $1,016 Shares 58,966 Est. Cost $17.12 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1,003 Shares 26,427 Est. Cost $41.35 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,001 Shares 23,806 Est. Cost $32.87 Unrealized +10.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $987 Shares 12,257 Est. Cost $38.09 Unrealized +109.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $976 Shares 7,048 Est. Cost $49.28 Unrealized +184.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $975 Shares 4,413 Est. Cost $156.06 Unrealized +35.3%
CTVA CORTEVA INC 0.0%
Value ($000) $962 Shares 18,806 Est. Cost $36.48 Unrealized +41.3%
HSY HERSHEY CO 0.0%
Value ($000) $941 Shares 4,702 Est. Cost $90.61 Unrealized +130.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $921 Shares 12,173 Est. Cost $82.02 Unrealized -4.2%
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $888 Shares 50,000 Est. Cost $25.56 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $879 Shares 9,658 Est. Cost $49.44 Unrealized +102.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $865 Shares 5,672 Est. Cost $51.75 Unrealized +201.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $863 Shares 14,805 Est. Cost $51.24 Unrealized +6.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $860 Shares 5,955 Est. Cost $81.06 Unrealized +78.2%
TGT TARGET CORP 0.0%
Value ($000) $845 Shares 7,644 Est. Cost $76.12 Unrealized +52.9%
NOW SERVICENOW INC 0.0%
Value ($000) $802 Shares 1,435 Est. Cost $100.91 Unrealized +13.0%
IWD ISHARES TR 0.0%
Value ($000) $795 Shares 5,237 Est. Cost $142.14 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $788 Shares 10,897 Est. Cost $84.51 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $774 Shares 5,960 Est. Cost $92.59 Unrealized +43.7%
NTR NUTRIEN LTD 0.0%
Value ($000) $759 Shares 12,282 Est. Cost $80.85 Unrealized -27.9%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $737 Shares 8,773 Est. Cost $36.12 Unrealized +16.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $732 Shares 10,758 Est. Cost $71.08 Unrealized +2.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $726 Shares 6,514 Est. Cost $59.53 Unrealized +74.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $717 Shares 13,850 Est. Cost $23.20 Unrealized
WAB WABTEC 0.0%
Value ($000) $712 Shares 6,704 Est. Cost $90.27 Unrealized +21.9%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $708 Shares 5,275 Est. Cost $48.94 Unrealized +181.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $707 Shares 25,839 Est. Cost $35.76 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $695 Shares 68,446 Est. Cost $14.72 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $691 Shares 13,000 Est. Cost $33.08 Unrealized
CSX CSX CORP 0.0%
Value ($000) $691 Shares 22,482 Est. Cost $26.56 Unrealized +15.1%
IEFA ISHARES TR 0.0%
Value ($000) $669 Shares 10,404 Est. Cost $68.86 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $669 Shares 18,049 Est. Cost $29.00 Unrealized +27.0%
IJK ISHARES TR 0.0%
Value ($000) $664 Shares 9,185 Est. Cost $89.37 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $658 Shares 10,222 Est. Cost $53.31 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $648 Shares 4,289 Est. Cost $88.76 Unrealized +76.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $633 Shares 10,889 Est. Cost $57.30 Unrealized +3.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $632 Shares 36,501 Est. Cost $15.54 Unrealized
NBN NORTHEAST BK LEWISTON ME 0.0%
Value ($000) $617 Shares 14,000 Est. Cost $21.29 Unrealized +110.4%
BA BOEING CO 0.0%
Value ($000) $607 Shares 3,169 Est. Cost $150.93 Unrealized +45.0%
FLOT ISHARES TR 0.0%
Value ($000) $597 Shares 11,725 Est. Cost $50.70 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $581 Shares 7,116 Est. Cost $68.59 Unrealized +17.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $578 Shares 2,229 Est. Cost $109.64 Unrealized +173.0%
STERICYCLE INC 0.0%
Value ($000) $577 Shares 12,900 Est. Cost $105.25 Unrealized
STE STERIS PLC 0.0%
Value ($000) $570 Shares 2,599 Est. Cost $187.74 Unrealized +18.0%
BCE BCE INC 0.0%
Value ($000) $561 Shares 14,687 Est. Cost $30.86 Unrealized +12.2%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $553 Shares 2,752 Est. Cost $255.31 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $552 Shares 44,000 Est. Cost $18.47 Unrealized -32.4%
AGG ISHARES TR 0.0%
Value ($000) $537 Shares 5,713 Est. Cost $104.18 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $533 Shares 3,261 Est. Cost $98.73 Unrealized +61.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $531 Shares 1 Est. Cost $485492.47 Unrealized +11.0%
SO SOUTHERN CO 0.0%
Value ($000) $528 Shares 8,157 Est. Cost $37.02 Unrealized +72.3%
WDAY WORKDAY INC 0.0%
Value ($000) $528 Shares 2,457 Est. Cost $91.54 Unrealized +153.3%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $526 Shares 7,540 Est. Cost $69.78 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $526 Shares 4,684 Est. Cost $100.35 Unrealized +12.6%
ETN EATON CORP PLC 0.0%
Value ($000) $524 Shares 2,458 Est. Cost $135.93 Unrealized +54.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $524 Shares 3,056 Est. Cost $162.46 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $514 Shares 2,612 Est. Cost $230.52 Unrealized -5.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $501 Shares 3,056 Est. Cost $90.74 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $490 Shares 1,342 Est. Cost $155.75 Unrealized +147.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $489 Shares 2,080 Est. Cost $247.55 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $489 Shares 24,345 Est. Cost $21.04 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $486 Shares 7,108 Est. Cost $80.71 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $476 Shares 3,650 Est. Cost $136.54 Unrealized +2.4%
WEX WEX INC 0.0%
Value ($000) $475 Shares 2,525 Est. Cost $150.30 Unrealized +28.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $473 Shares 14,258 Est. Cost $24.81 Unrealized +22.4%
F FORD MTR CO DEL 0.0%
Value ($000) $470 Shares 37,866 Est. Cost $10.30 Unrealized +7.7%
MOO VANECK ETF TRUST 0.0%
Value ($000) $470 Shares 5,967 Est. Cost $57.40 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $465 Shares 3,430 Est. Cost $126.39 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $458 Shares 3,340 Est. Cost $156.89 Unrealized -12.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $457 Shares 20,543 Est. Cost $69.37 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $455 Shares 5,447 Est. Cost $107.20 Unrealized -21.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $447 Shares 3,090 Est. Cost $248.78 Unrealized -36.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $443 Shares 6,985 Est. Cost $55.19 Unrealized +5.0%
MET METLIFE INC 0.0%
Value ($000) $442 Shares 7,020 Est. Cost $32.77 Unrealized +77.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $424 Shares 1,099 Est. Cost $272.43 Unrealized +44.1%
BARRICK GOLD CORP 0.0%
Value ($000) $422 Shares 29,025 Est. Cost $15.98 Unrealized
WILLIAMS ROWLAND ACQUISITION 0.0%
Value ($000) $416 Shares 40,000 Est. Cost $10.03 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $415 Shares 600 Est. Cost $277.38 Unrealized +155.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $407 Shares 1,259 Est. Cost $191.26 Unrealized +64.9%
HESS CORP 0.0%
Value ($000) $405 Shares 2,650 Est. Cost $107.88 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $403 Shares 6,550 Est. Cost $53.34 Unrealized +12.1%
IVE ISHARES TR 0.0%
Value ($000) $400 Shares 2,600 Est. Cost $121.85 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $385 Shares 781 Est. Cost $192.93 Unrealized +170.8%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $384 Shares 3,027 Est. Cost $108.70 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $380 Shares 6,365 Est. Cost $49.40 Unrealized +20.5%
HUM HUMANA INC 0.0%
Value ($000) $377 Shares 775 Est. Cost $300.46 Unrealized +52.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $371 Shares 10,820 Est. Cost $47.11 Unrealized -17.8%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $363 Shares 4,781 Est. Cost $40.41 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $362 Shares 2,493 Est. Cost $82.23 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $360 Shares 3,857 Est. Cost $90.87 Unrealized +24.0%
APA APA CORPORATION 0.0%
Value ($000) $360 Shares 8,750 Est. Cost $31.57 Unrealized +18.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $348 Shares 1,040 Est. Cost $307.00 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $340 Shares 4,799 Est. Cost $61.09 Unrealized +13.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $335 Shares 7,288 Est. Cost $45.68 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $330 Shares 4,344 Est. Cost $46.56 Unrealized +57.8%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $329 Shares 31,691 Est. Cost $29.95 Unrealized -61.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $328 Shares 4,359 Est. Cost $70.31 Unrealized +5.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $323 Shares 2,356 Est. Cost $330.68 Unrealized -50.3%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $321 Shares 8,290 Est. Cost $42.49 Unrealized -3.9%
KELLANOVA 0.0%
Value ($000) $320 Shares 5,376 Est. Cost $45.47 Unrealized +20.7%
SPSM SPDR SER TR 0.0%
Value ($000) $316 Shares 8,574 Est. Cost $38.84 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $315 Shares 5,741 Est. Cost $65.26 Unrealized -10.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $314 Shares 707 Est. Cost $318.25 Unrealized +40.6%
MUB ISHARES TR 0.0%
Value ($000) $313 Shares 3,057 Est. Cost $102.56 Unrealized
LNN LINDSAY CORP 0.0%
Value ($000) $309 Shares 2,628 Est. Cost $145.90 Unrealized -17.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $308 Shares 7,600 Est. Cost $32.98 Unrealized +12.1%
BLD TOPBUILD CORP 0.0%
Value ($000) $307 Shares 1,222 Est. Cost $193.38 Unrealized +42.4%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $305 Shares 21,264 Est. Cost $11.48 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $290 Shares 1,474 Est. Cost $209.06 Unrealized -1.9%
MORN MORNINGSTAR INC 0.0%
Value ($000) $287 Shares 1,225 Est. Cost $69.32 Unrealized +225.7%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $285 Shares 1,525 Est. Cost $119.65 Unrealized +65.8%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $283 Shares 24,776 Est. Cost $23.13 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $280 Shares 8,000 Est. Cost $28.65 Unrealized +17.3%
AON AON PLC 0.0%
Value ($000) $277 Shares 853 Est. Cost $287.55 Unrealized +13.1%
IBB ISHARES TR 0.0%
Value ($000) $273 Shares 2,232 Est. Cost $173.42 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $268 Shares 4,715 Est. Cost $61.95 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $261 Shares 2,784 Est. Cost $80.43 Unrealized +23.2%
MTB M & T BK CORP 0.0%
Value ($000) $261 Shares 2,065 Est. Cost $107.44 Unrealized +12.1%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $261 Shares 2,600 Est. Cost $83.00 Unrealized +17.3%
GL GLOBE LIFE INC 0.0%
Value ($000) $258 Shares 2,375 Est. Cost $88.03 Unrealized +24.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $255 Shares 5,711 Est. Cost $52.91 Unrealized -16.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $252 Shares 4,435 Est. Cost $37.70 Unrealized +50.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $242 Shares 3,482 Est. Cost $57.27 Unrealized +22.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $241 Shares 1,133 Est. Cost $220.28 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $237 Shares 7,663 Est. Cost $24.17 Unrealized +27.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $235 Shares 3,635 Est. Cost $25.10 Unrealized +11.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $235 Shares 1,511 Est. Cost $127.74 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $226 Shares 6,178 Est. Cost $30.34 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $225 Shares 2,880 Est. Cost $74.34 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $225 Shares 2,922 Est. Cost $71.05 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $221 Shares 1,772 Est. Cost $85.17 Unrealized +47.4%
TPR TAPESTRY INC 0.0%
Value ($000) $221 Shares 7,700 Est. Cost $34.34 Unrealized -0.1%
SOXX ISHARES TR 0.0%
Value ($000) $221 Shares 466 Est. Cost $444.67 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $221 Shares 5,006 Est. Cost $47.22 Unrealized -9.6%
KLAC KLA CORP 0.0%
Value ($000) $219 Shares 477 Est. Cost $407.84 Unrealized +15.1%
ZTS ZOETIS INC 0.0%
Value ($000) $219 Shares 1,257 Est. Cost $168.33 Unrealized +5.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $211 Shares 6,140 Est. Cost $21.80 Unrealized +35.2%
ITOT ISHARES TR 0.0%
Value ($000) $204 Shares 2,168 Est. Cost $90.55 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $203 Shares 2,356 Est. Cost $95.41 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $203 Shares 2,346 Est. Cost $90.80 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $201 Shares 7,500 Est. Cost $26.75 Unrealized
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $199 Shares 14,645 Est. Cost $12.93 Unrealized +9.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $108 Shares 12,900 Est. Cost $37.85 Unrealized
AMCOR PLC 0.0%
Value ($000) $105 Shares 11,500 Est. Cost $10.22 Unrealized -14.7%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $85 Shares 11,500 Est. Cost $9.48 Unrealized
GEOVAX LABS INC 0.0%
Value ($000) $9 Shares 16,994 Est. Cost $3.39 Unrealized