OLD POINT TRUST & FINANCIAL SERVICES N A Diversified Active

CIK: 0001102256 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $284,860 (100.0% shares, 0.0% debt)

Holdings (347)

MSFT MICROSOFT CORP 4.8%
Value ($000) $13,666 Shares 36,406 Est. Cost $35.99 Unrealized +1025.6%
XOM EXXON MOBIL CORPORATION 3.8%
Value ($000) $10,711 Shares 90,058 Est. Cost $58.21 Unrealized +84.2%
AAPL APPLE INC 3.7%
Value ($000) $10,660 Shares 47,989 Est. Cost $101.17 Unrealized +128.1%
COP CONOCOPHILLIPS 3.7%
Value ($000) $10,641 Shares 101,319 Est. Cost $57.01 Unrealized +69.8%
PG PROCTER & GAMBLE CO. 3.4%
Value ($000) $9,712 Shares 56,986 Est. Cost $69.66 Unrealized +135.4%
RTX RTX CORPORATION 3.0%
Value ($000) $8,440 Shares 63,716 Est. Cost $55.60 Unrealized +124.4%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $8,168 Shares 49,255 Est. Cost $73.62 Unrealized +107.1%
CSCO CISCO SYSTEMS 2.8%
Value ($000) $7,915 Shares 128,260 Est. Cost $17.36 Unrealized +246.2%
PLTR PALANTIR TECHNOLOGIES INC - A 2.7%
Value ($000) $7,817 Shares 92,619 Est. Cost $17.53 Unrealized +400.9%
PEP PEPSICO INC 2.7%
Value ($000) $7,767 Shares 51,798 Est. Cost $56.53 Unrealized +153.8%
AMGN AMGEN INC 2.7%
Value ($000) $7,561 Shares 24,269 Est. Cost $105.48 Unrealized +172.3%
OLD POINT FINANCIAL CORPORATIO 2.6%
Value ($000) $7,546 Shares 252,042 Est. Cost $6929.13 Unrealized
ACN ACCENTURE PLC CL A 2.5%
Value ($000) $7,078 Shares 22,684 Est. Cost $74.96 Unrealized +366.2%
SO SOUTHERN CO 2.4%
Value ($000) $6,963 Shares 75,723 Est. Cost $31.24 Unrealized +169.3%
BX BLACKSTONE INC 2.3%
Value ($000) $6,658 Shares 47,630 Est. Cost $43.45 Unrealized +264.0%
TFC TRUIST FINANCIAL CORP 2.3%
Value ($000) $6,653 Shares 161,675 Est. Cost $38.52 Unrealized +10.8%
AMZN AMAZON.COM INC 2.3%
Value ($000) $6,498 Shares 34,151 Est. Cost $125.79 Unrealized +72.5%
KMI KINDER MORGAN INC 2.0%
Value ($000) $5,641 Shares 197,710 Est. Cost $12.58 Unrealized +112.3%
ECL ECOLAB INC 1.8%
Value ($000) $5,177 Shares 20,420 Est. Cost $122.33 Unrealized +104.0%
ENB ENBRIDGE INC 1.8%
Value ($000) $5,127 Shares 115,709 Est. Cost $24.38 Unrealized +69.8%
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $5,066 Shares 71,464 Est. Cost $57.92 Unrealized +18.5%
NSC NORFOLK SOUTHERN CORP. 1.7%
Value ($000) $4,971 Shares 20,986 Est. Cost $115.70 Unrealized +106.9%
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $4,504 Shares 99,287 Est. Cost $30.35 Unrealized +30.4%
IBM INTERNATIONAL BUSINESS MACHINE 1.3%
Value ($000) $3,614 Shares 14,535 Est. Cost $108.57 Unrealized +120.5%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3,586 Shares 8,027 Est. Cost $120.08 Unrealized +273.3%
D DOMINION ENERGY INC 1.0%
Value ($000) $2,798 Shares 49,910 Est. Cost $49.96 Unrealized +5.5%
VBR VANGUARD SMALL-CAP VALUE ETF 1.0%
Value ($000) $2,719 Shares 14,596 Est. Cost $198.05 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $2,710 Shares 36,116 Est. Cost $33.71 Unrealized +111.5%
GOOGL ALPHABET INC - CL A 0.9%
Value ($000) $2,683 Shares 17,350 Est. Cost $140.78 Unrealized +28.4%
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.9%
Value ($000) $2,613 Shares 72,308 Est. Cost $33.21 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.9%
Value ($000) $2,512 Shares 22,837 Est. Cost $91.07 Unrealized +23.7%
YUM YUM! BRANDS INC 0.8%
Value ($000) $2,317 Shares 14,727 Est. Cost $53.55 Unrealized +164.5%
V VISA INC - CLASS A SHARES 0.8%
Value ($000) $2,222 Shares 6,341 Est. Cost $255.08 Unrealized +31.9%
KO COCA-COLA CO 0.8%
Value ($000) $2,189 Shares 30,567 Est. Cost $48.09 Unrealized +35.1%
ETN EATON CORP PLC 0.8%
Value ($000) $2,148 Shares 7,902 Est. Cost $93.33 Unrealized +230.6%
PM PHILIP MORRIS INTERNATIONAL IN 0.7%
Value ($000) $2,089 Shares 13,160 Est. Cost $59.44 Unrealized +130.5%
WY WEYERHAEUSER CO 0.7%
Value ($000) $2,040 Shares 69,665 Est. Cost $23.21 Unrealized +24.3%
T AT&T INC 0.7%
Value ($000) $1,972 Shares 69,743 Est. Cost $16.45 Unrealized +48.0%
GE GE AEROSPACE 0.7%
Value ($000) $1,877 Shares 9,376 Est. Cost $81.63 Unrealized +139.8%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,695 Shares 18,882 Est. Cost $51.03 Unrealized +76.6%
PFE PFIZER, INC 0.6%
Value ($000) $1,627 Shares 64,223 Est. Cost $22.68 Unrealized +9.0%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,551 Shares 6,771 Est. Cost $230.75 Unrealized -1.5%
HPE HEWLETT PACKARD ENTERPRISE CO 0.5%
Value ($000) $1,526 Shares 98,880 Est. Cost $10.73 Unrealized +80.8%
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,444 Shares 2,810 Est. Cost $535.38 Unrealized
BKR BAKER HUGHES CO 0.5%
Value ($000) $1,408 Shares 32,047 Est. Cost $27.56 Unrealized +58.9%
WRB WR BERKLEY CORP 0.5%
Value ($000) $1,404 Shares 19,735 Est. Cost $52.64 Unrealized +13.4%
INTC INTEL CORP 0.5%
Value ($000) $1,399 Shares 61,582 Est. Cost $20.07 Unrealized +9.1%
CVX CHEVRON CORP 0.5%
Value ($000) $1,357 Shares 8,111 Est. Cost $101.65 Unrealized +48.0%
MAR MARRIOTT INTERNATIONAL INC NEW 0.5%
Value ($000) $1,283 Shares 5,385 Est. Cost $222.54 Unrealized +21.0%
TGT TARGET CORP 0.4%
Value ($000) $1,251 Shares 11,992 Est. Cost $64.32 Unrealized +86.9%
CB CHUBB CORP 0.4%
Value ($000) $1,243 Shares 4,117 Est. Cost $241.84 Unrealized +14.2%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $1,208 Shares 3,297 Est. Cost $445.22 Unrealized -14.4%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.4%
Value ($000) $1,199 Shares 2,252 Est. Cost $298.18 Unrealized +63.0%
QQQ INVESCO QQQ TRUST SERIES 1 0.4%
Value ($000) $1,176 Shares 2,507 Est. Cost $509.12 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $1,149 Shares 8,077 Est. Cost $82.02 Unrealized +58.2%
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $1,120 Shares 4,566 Est. Cost $153.69 Unrealized +63.3%
WMT WALMART INC 0.4%
Value ($000) $1,081 Shares 12,315 Est. Cost $57.23 Unrealized +62.4%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,076 Shares 5,080 Est. Cost $97.44 Unrealized +103.6%
DE DEERE & CO 0.4%
Value ($000) $1,057 Shares 2,251 Est. Cost $373.02 Unrealized +23.7%
BSCR INVESCO BULLETSHARES 2027 0.4%
Value ($000) $998 Shares 50,951 Est. Cost $19.49 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $975 Shares 3,632 Est. Cost $267.29 Unrealized +15.6%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $907 Shares 6,225 Est. Cost $57.70 Unrealized +151.6%
BMY BRISTOL-MYERS SQUIBB CO. 0.3%
Value ($000) $906 Shares 14,861 Est. Cost $45.53 Unrealized +21.8%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $876 Shares 20,998 Est. Cost $31.08 Unrealized +40.3%
TROW T ROWE PRICE GROUP INC 0.3%
Value ($000) $859 Shares 9,350 Est. Cost $72.68 Unrealized +38.4%
FOX FOX CORP - CLASS B 0.3%
Value ($000) $849 Shares 16,105 Est. Cost $28.96 Unrealized +70.0%
VGIT VANGUARD INTERME 0.3%
Value ($000) $844 Shares 14,215 Est. Cost $59.20 Unrealized
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $817 Shares 6,981 Est. Cost $127.64 Unrealized +4.9%
SPHY SPDR Portfolio High Yield Bond 0.3%
Value ($000) $816 Shares 34,836 Est. Cost $23.42 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $795 Shares 2,759 Est. Cost $178.27 Unrealized
BSCS INVESCO BULLETSHARES 2028 0.3%
Value ($000) $792 Shares 38,897 Est. Cost $20.15 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $777 Shares 5,558 Est. Cost $70.41 Unrealized +129.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $771 Shares 12,849 Est. Cost $23.15 Unrealized +120.5%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $763 Shares 2,112 Est. Cost $391.80 Unrealized
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $754 Shares 7,643 Est. Cost $122.24 Unrealized -13.0%
BSV VANGUARD SHORT - TERM BOND ETF 0.3%
Value ($000) $726 Shares 9,277 Est. Cost $78.10 Unrealized
RY ROYAL BK CDA MONTREAL QUE COM 0.2%
Value ($000) $710 Shares 6,300 Est. Cost $88.10 Unrealized +33.7%
INVESCO BULLETSH 2025 0.2%
Value ($000) $686 Shares 33,155 Est. Cost $20.65 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $682 Shares 1,567 Est. Cost $474.15 Unrealized -16.8%
BSCQ INVESCO BULLETSHARES 2026 0.2%
Value ($000) $657 Shares 33,723 Est. Cost $19.43 Unrealized
TOWN TOWNEBANK 0.2%
Value ($000) $656 Shares 19,184 Est. Cost $27.56 Unrealized +27.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $638 Shares 1,196 Est. Cost $547.12 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $629 Shares 5,800 Est. Cost $94.33 Unrealized +34.3%
IUSV iShares Core S&P US Value ETF 0.2%
Value ($000) $611 Shares 6,620 Est. Cost $92.45 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.2%
Value ($000) $601 Shares 16,075 Est. Cost $37.83 Unrealized -8.6%
IAU ISHARES GOLD TRUST NEW 0.2%
Value ($000) $590 Shares 10,000 Est. Cost $49.51 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $551 Shares 4,155 Est. Cost $104.57 Unrealized +20.0%
VCIT VANGUARD INTERMED TRM CORP BD 0.2%
Value ($000) $532 Shares 6,512 Est. Cost $81.35 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $532 Shares 4,309 Est. Cost $72.72 Unrealized +64.0%
CBRE CBRE GROUP INC 0.2%
Value ($000) $508 Shares 3,883 Est. Cost $89.55 Unrealized +51.7%
BAX BAXTER INTL INC 0.2%
Value ($000) $487 Shares 14,214 Est. Cost $38.78 Unrealized -17.0%
MMM 3M CO 0.2%
Value ($000) $474 Shares 3,227 Est. Cost $71.73 Unrealized +101.6%
CSX CSX CORP 0.2%
Value ($000) $471 Shares 16,000 Est. Cost $33.51 Unrealized -6.6%
GPC GENUINE PARTS CO 0.2%
Value ($000) $452 Shares 3,790 Est. Cost $138.30 Unrealized -15.5%
HSY HERSHEY COMPANY 0.2%
Value ($000) $452 Shares 2,640 Est. Cost $180.08 Unrealized -11.6%
MDLZ MONDELEZ INTERNATIONAL, INC 0.2%
Value ($000) $439 Shares 6,463 Est. Cost $35.59 Unrealized +67.9%
PPG PPG INDUSTRIES, INC. 0.1%
Value ($000) $421 Shares 3,850 Est. Cost $77.91 Unrealized +44.5%
GEV GE VERNOVA LLC COM 0.1%
Value ($000) $414 Shares 1,356 Est. Cost $158.10 Unrealized +120.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $410 Shares 2,035 Est. Cost $160.34 Unrealized +32.8%
ABBV ABBVIE INC 0.1%
Value ($000) $408 Shares 1,949 Est. Cost $108.12 Unrealized +75.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $401 Shares 1,217 Est. Cost $213.85 Unrealized +64.6%
IDEV iShares Core MSCI Internationa 0.1%
Value ($000) $394 Shares 5,725 Est. Cost $66.74 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $365 Shares 2,890 Est. Cost $84.57 Unrealized +84.6%
CLX CLOROX CO 0.1%
Value ($000) $346 Shares 2,350 Est. Cost $114.87 Unrealized +28.8%
IBTG iShares iBonds Dec 2026 Term T 0.1%
Value ($000) $344 Shares 15,000 Est. Cost $22.91 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $328 Shares 2,136 Est. Cost $151.68 Unrealized +5.3%
HD HOME DEPOT INC. 0.1%
Value ($000) $327 Shares 891 Est. Cost $121.29 Unrealized +213.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $321 Shares 588 Est. Cost $317.74 Unrealized +85.9%
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $312 Shares 595 Est. Cost $457.25 Unrealized +9.2%
META META PLATFORMS INC 0.1%
Value ($000) $304 Shares 527 Est. Cost $386.46 Unrealized +66.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $301 Shares 964 Est. Cost $165.49 Unrealized +77.0%
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $285 Shares 1,470 Est. Cost $195.83 Unrealized
CL COLGATE PALMOLIVE CO. 0.1%
Value ($000) $276 Shares 2,941 Est. Cost $77.21 Unrealized +13.8%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.1%
Value ($000) $269 Shares 3,555 Est. Cost $70.28 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $258 Shares 1,042 Est. Cost $146.38 Unrealized +71.3%
NKE NIKE, INC. 0.1%
Value ($000) $258 Shares 4,066 Est. Cost $51.50 Unrealized +39.9%
IVV ISHARES S&P 500 INDEX FUND ETF 0.1%
Value ($000) $254 Shares 452 Est. Cost $588.68 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $249 Shares 1,200 Est. Cost $156.66 Unrealized +20.4%
DUK DUKE ENERGY CORP NEW COM 0.1%
Value ($000) $248 Shares 2,030 Est. Cost $96.32 Unrealized +14.8%
LOW LOWES COMPANIES 0.1%
Value ($000) $245 Shares 1,049 Est. Cost $189.75 Unrealized +27.6%
IBTH iShares iBonds Dec 2027 Term T 0.1%
Value ($000) $237 Shares 10,550 Est. Cost $22.39 Unrealized
JCPB JPMorgan Core Plus Bond ETF 0.1%
Value ($000) $236 Shares 5,021 Est. Cost $46.85 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $231 Shares 1,126 Est. Cost $231.72 Unrealized -6.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $225 Shares 1,700 Est. Cost $123.69 Unrealized +4.6%
VICI VICI PROPERTIES INC 0.1%
Value ($000) $214 Shares 6,550 Est. Cost $27.54 Unrealized +5.9%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $213 Shares 225 Est. Cost $613.39 Unrealized +58.2%
AMD ADVANCED MICRO DEVICS 0.1%
Value ($000) $186 Shares 1,810 Est. Cost $121.62 Unrealized -8.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $167 Shares 839 Est. Cost $220.73 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $165 Shares 3,446 Est. Cost $64.57 Unrealized -27.5%
BSCT INVESCO BULLETSHARES 2029 0.1%
Value ($000) $164 Shares 8,863 Est. Cost $18.34 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $162 Shares 625 Est. Cost $202.31 Unrealized +64.7%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $158 Shares 1,616 Est. Cost $86.64 Unrealized +14.6%
MOS MOSAIC CO/THE 0.1%
Value ($000) $157 Shares 5,800 Est. Cost $28.74 Unrealized -10.6%
LLY LILLY (ELI) & CO. 0.1%
Value ($000) $155 Shares 188 Est. Cost $575.10 Unrealized +43.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $154 Shares 1,569 Est. Cost $91.97 Unrealized +9.8%
CP CANADIAN PACIFIC KANSAS CITY L 0.0%
Value ($000) $140 Shares 2,000 Est. Cost $72.13 Unrealized +4.8%
Jefferies Financial Group 0.0%
Value ($000) $139 Shares 2,592 Est. Cost $53.57 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $138 Shares 5,076 Est. Cost $28.92 Unrealized -8.4%
CG Carlyle Group Inc. 0.0%
Value ($000) $131 Shares 3,000 Est. Cost $48.12 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $127 Shares 1,062 Est. Cost $124.96 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $127 Shares 248 Est. Cost $452.04 Unrealized +4.0%
CI CIGNA GROUP 0.0%
Value ($000) $127 Shares 385 Est. Cost $280.77 Unrealized +5.3%
SPEM SPDR INDEX SHARES EMERG 0.0%
Value ($000) $126 Shares 3,192 Est. Cost $38.82 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $124 Shares 332 Est. Cost $274.84 Unrealized +37.2%
ALB ALBEMARLE CORP 0.0%
Value ($000) $122 Shares 1,700 Est. Cost $130.91 Unrealized -39.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $121 Shares 1,503 Est. Cost $72.40 Unrealized +18.5%
WAB WABTEC CORP COM 0.0%
Value ($000) $120 Shares 664 Est. Cost $137.58 Unrealized +38.8%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $117 Shares 1,500 Est. Cost $98.05 Unrealized -18.4%
SIVR ABERDEEN STD SILVER ETF TR 0.0%
Value ($000) $114 Shares 3,500 Est. Cost $27.57 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $113 Shares 1,666 Est. Cost $65.91 Unrealized -12.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $119.61 Unrealized -40.2%
SONY SONY CORP 0.0%
Value ($000) $112 Shares 4,400 Est. Cost $34.08 Unrealized
TRV TRAVELERS COMPANIES INC/THE 0.0%
Value ($000) $111 Shares 420 Est. Cost $166.66 Unrealized +47.2%
SPYG SPDR Portfolio S&P 500 Growth 0.0%
Value ($000) $108 Shares 1,345 Est. Cost $80.37 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $105 Shares 943 Est. Cost $76.99 Unrealized +35.2%
PLD PROLOGIS INC 0.0%
Value ($000) $104 Shares 932 Est. Cost $105.61 Unrealized +5.9%
MA MASTERCARD INC - CLASS A 0.0%
Value ($000) $101 Shares 185 Est. Cost $442.10 Unrealized +22.6%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $95 Shares 1,725 Est. Cost $52.84 Unrealized +2.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $94 Shares 850 Est. Cost $89.26 Unrealized +18.6%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $90 Shares 1,225 Est. Cost $67.38 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $87 Shares 800 Est. Cost $98.44 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $85 Shares 1,183 Est. Cost $47.82 Unrealized +54.1%
iShares iBonds Dec 2025 Term T 0.0%
Value ($000) $84 Shares 3,600 Est. Cost $23.35 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $84 Shares 1,159 Est. Cost $87.67 Unrealized -14.7%
AWK AMERICAN WATER WORKS INC 0.0%
Value ($000) $82 Shares 557 Est. Cost $120.02 Unrealized +7.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $81 Shares 302 Est. Cost $202.90 Unrealized +44.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $80 Shares 347 Est. Cost $162.45 Unrealized +34.4%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $80 Shares 262 Est. Cost $222.04 Unrealized +33.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $79 Shares 388 Est. Cost $222.46 Unrealized -16.4%
CEG CONSTELLATION ENERGY CORPORATI 0.0%
Value ($000) $74 Shares 366 Est. Cost $115.14 Unrealized +131.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $69 Shares 6,191 Est. Cost $81.27 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $66 Shares 279 Est. Cost $227.27 Unrealized +3.7%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $62 Shares 344 Est. Cost $116.77 Unrealized +60.0%
SJM SMUCKER J M CO NEW 0.0%
Value ($000) $61 Shares 516 Est. Cost $104.34 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $61 Shares 250 Est. Cost $241.81 Unrealized +4.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $60 Shares 700 Est. Cost $57.66 Unrealized +39.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $60 Shares 1,925 Est. Cost $21.78 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $58 Shares 662 Est. Cost $94.20 Unrealized -4.0%
WAFD WASHINGTON FEDERAL INC 0.0%
Value ($000) $58 Shares 2,020 Est. Cost $25.46 Unrealized +11.9%
VTI VANGUARD US TOTAL STOCK MARKET 0.0%
Value ($000) $57 Shares 208 Est. Cost $289.81 Unrealized
PSA PUBLIC STORAGE INC COM 0.0%
Value ($000) $55 Shares 185 Est. Cost $242.81 Unrealized +18.4%
VYMI VANGUARD INT HDV 0.0%
Value ($000) $54 Shares 738 Est. Cost $67.88 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $52 Shares 316 Est. Cost $172.86 Unrealized -4.8%
SHEL SHELL PLC ADR 0.0%
Value ($000) $51 Shares 701 Est. Cost $66.04 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $35.51 Unrealized +14.1%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $50 Shares 300 Est. Cost $133.23 Unrealized +25.3%
Nuveen Multi-Asset Income Fund 0.0%
Value ($000) $49 Shares 4,100 Est. Cost $12.02 Unrealized
SW SMURFIT WESTROCK LIMITED 0.0%
Value ($000) $49 Shares 1,084 Est. Cost $43.84 Unrealized +13.0%
Virtus Total Return Fund Inc 0.0%
Value ($000) $48 Shares 8,000 Est. Cost $5.97 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $48 Shares 500 Est. Cost $63.86 Unrealized +70.6%
USHY MFC ISHARES TR BROAD USD HI YL 0.0%
Value ($000) $47 Shares 1,288 Est. Cost $36.79 Unrealized
CFFI C & F FINANCIAL CORPORATION 0.0%
Value ($000) $47 Shares 700 Est. Cost $54.77 Unrealized +33.3%
SCHR SCHWAB INTERMEDI 0.0%
Value ($000) $47 Shares 1,890 Est. Cost $24.69 Unrealized
IBTI iShares ibonds Dec 2028 Term T 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $22.06 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $46 Shares 750 Est. Cost $61.34 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $45 Shares 250 Est. Cost $130.61 Unrealized +41.3%
LIN LINDE PLC 0.0%
Value ($000) $44 Shares 95 Est. Cost $383.62 Unrealized +15.9%
NFLX NETFLIX INC 0.0%
Value ($000) $44 Shares 47 Est. Cost $43.65 Unrealized +117.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $41 Shares 584 Est. Cost $66.02 Unrealized 0.0%
FULT FULTON FINANCIAL CORP 0.0%
Value ($000) $41 Shares 2,280 Est. Cost $12.84 Unrealized +45.9%
TEX TEREX CORP 0.0%
Value ($000) $40 Shares 1,054 Est. Cost $51.70 Unrealized -15.5%
IMCG iShares Morningstar Mid-Cap Gr 0.0%
Value ($000) $40 Shares 554 Est. Cost $71.43 Unrealized
HUN Huntsman Corporation 0.0%
Value ($000) $39 Shares 2,500 Est. Cost $17.00 Unrealized 0.0%
COKE COCA COLA BOTTLING CO CONS 0.0%
Value ($000) $38 Shares 28 Est. Cost $70.13 Unrealized +90.1%
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $38 Shares 698 Est. Cost $52.22 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $37 Shares 591 Est. Cost $46.55 Unrealized +31.6%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $37 Shares 250 Est. Cost $107.61 Unrealized +27.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 1,084 Est. Cost $34.00 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value ($000) $36 Shares 102 Est. Cost $209.43 Unrealized +82.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 300 Est. Cost $104.55 Unrealized +4.2%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $32 Shares 202 Est. Cost $197.54 Unrealized -13.6%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $32 Shares 452 Est. Cost $74.02 Unrealized
GSK GSK PLC SPON ADS EACH REP 2 OR 0.0%
Value ($000) $32 Shares 828 Est. Cost $38.94 Unrealized
BF/B Brown-Forman Corporation Class 0.0%
Value ($000) $32 Shares 937 Est. Cost $32.77 Unrealized 0.0%
OKE ONEOK INC 0.0%
Value ($000) $31 Shares 316 Est. Cost $66.73 Unrealized +42.3%
GOOG ALPHABET INC - CL C 0.0%
Value ($000) $31 Shares 200 Est. Cost $138.26 Unrealized +32.0%
ITOT ISHARES CORE S&P TOTAL US STOC 0.0%
Value ($000) $31 Shares 250 Est. Cost $128.62 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $29 Shares 177 Est. Cost $104.00 Unrealized
EMB ISHARES JP MORGA 0.0%
Value ($000) $29 Shares 317 Est. Cost $89.04 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $28 Shares 170 Est. Cost $169.92 Unrealized +23.5%
BLK BLACKROCK INC NEW COM 0.0%
Value ($000) $28 Shares 30 Est. Cost $991.05 Unrealized -2.9%
GPK GRAPHIC PACKAGING HOLDING CO 0.0%
Value ($000) $28 Shares 1,086 Est. Cost $22.41 Unrealized +19.4%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $28 Shares 161 Est. Cost $169.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 250 Est. Cost $83.05 Unrealized +14.7%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $21.18 Unrealized
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $27 Shares 738 Est. Cost $38.16 Unrealized -8.2%
IGM ISHARES EXPANDED TECH SECTOR 0.0%
Value ($000) $27 Shares 300 Est. Cost $102.09 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.0%
Value ($000) $26 Shares 1,029 Est. Cost $20.17 Unrealized
GOVT ISHARES US TREASURY BD FD ETF 0.0%
Value ($000) $26 Shares 1,118 Est. Cost $22.98 Unrealized
DOW DOW INC 0.0%
Value ($000) $25 Shares 719 Est. Cost $44.66 Unrealized -19.5%
SCHO SCHWAB SHORT-TERM US TREAS ETF 0.0%
Value ($000) $25 Shares 1,020 Est. Cost $24.06 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $25 Shares 217 Est. Cost $109.35 Unrealized -3.1%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $24 Shares 105 Est. Cost $208.58 Unrealized +20.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $24 Shares 87 Est. Cost $234.24 Unrealized +9.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $32.83 Unrealized +48.7%
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $23 Shares 100 Est. Cost $195.74 Unrealized +27.0%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.46 Unrealized +44.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $21 Shares 134 Est. Cost $111.08 Unrealized +28.9%
DKNG DRAFTKINGS INC NEW CL A 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.46 Unrealized +22.8%
INTU INTUIT INC 0.0%
Value ($000) $20 Shares 32 Est. Cost $544.67 Unrealized +9.7%
TMO THERMO FISHER SCIENTIFIC INC. 0.0%
Value ($000) $19 Shares 39 Est. Cost $480.76 Unrealized +12.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 634 Est. Cost $30.24 Unrealized -6.3%
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.70 Unrealized +22.7%
XLE SPDR AMEX ENERGY SELECT 0.0%
Value ($000) $19 Shares 200 Est. Cost $85.66 Unrealized
GLW CORNING INC 0.0%
Value ($000) $18 Shares 403 Est. Cost $27.79 Unrealized +74.7%
MBB ISHARES MBS ETF 0.0%
Value ($000) $18 Shares 196 Est. Cost $91.68 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $18 Shares 100 Est. Cost $243.38 Unrealized -27.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $18 Shares 107 Est. Cost $131.09 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $18 Shares 120 Est. Cost $147.31 Unrealized +6.5%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $18 Shares 132 Est. Cost $85.57 Unrealized +77.4%
BARRICK GOLD CORP 0.0%
Value ($000) $17 Shares 900 Est. Cost $17.28 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $17 Shares 46 Est. Cost $410.43 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $59.55 Unrealized +12.2%
DELL DELL TECHNOLOGIES INC COM CL C 0.0%
Value ($000) $17 Shares 182 Est. Cost $68.27 Unrealized +52.7%
EMBC EMBECTA CORPORATION COM 0.0%
Value ($000) $17 Shares 1,297 Est. Cost $14.23 Unrealized +7.6%
BNDX VANGUARD CHARLOTTE FDS INTL BD 0.0%
Value ($000) $16 Shares 332 Est. Cost $48.98 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $16 Shares 269 Est. Cost $32.56 Unrealized +70.2%
ADBE ADOBE SYS INC 0.0%
Value ($000) $16 Shares 41 Est. Cost $576.76 Unrealized -25.6%
VFC VF CORPORATION 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.16 Unrealized +29.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $80.71 Unrealized +0.1%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.12 Unrealized +8.3%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $15 Shares 33 Est. Cost $440.11 Unrealized +2.3%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $15 Shares 239 Est. Cost $63.36 Unrealized +3.7%
LRCX LAM RESEARCH CORP NEW 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.98 Unrealized +4.2%
TRP TC ENERGY CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $33.49 Unrealized +35.8%
MS MORGAN STANLEY 0.0%
Value ($000) $14 Shares 119 Est. Cost $77.46 Unrealized +62.5%
UAL UNITED CONTINENTAL HOLDINGS IN 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.85 Unrealized +120.4%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $13 Shares 20 Est. Cost $756.90 Unrealized
HDV ISHARES CORE HIG 0.0%
Value ($000) $13 Shares 109 Est. Cost $112.26 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $13 Shares 4,000 Est. Cost $6.69 Unrealized -47.6%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $5.44 Unrealized +106.3%
H HYATT HOTELS CORP CL A 0.0%
Value ($000) $12 Shares 100 Est. Cost $139.75 Unrealized +2.6%
TJX TJX COMPANIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $87.27 Unrealized +37.6%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $12 Shares 110 Est. Cost $88.09 Unrealized +34.9%
GIS GENERAL MILLS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $59.53 Unrealized -2.6%
CSV CARRIAGE SERVICES INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $24.39 Unrealized +60.9%
BCE BCE INC NEW 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.46 Unrealized -32.1%
VWO VANGUARD FTSE EMERGING MARKET 0.0%
Value ($000) $11 Shares 241 Est. Cost $44.20 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 183 Est. Cost $48.48 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $11 Shares 263 Est. Cost $33.15 Unrealized +16.0%
VGLT VANGUARD LT TREA 0.0%
Value ($000) $11 Shares 184 Est. Cost $55.35 Unrealized
KR KROGER CO 0.0%
Value ($000) $10 Shares 150 Est. Cost $44.41 Unrealized +40.2%
SLYV SPDR S&P 600 SMALL CAP VALUE 0.0%
Value ($000) $10 Shares 125 Est. Cost $87.25 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALU 0.0%
Value ($000) $10 Shares 100 Est. Cost $108.61 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $10 Shares 128 Est. Cost $29.01 Unrealized +9.9%
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value ($000) $9 Shares 95 Est. Cost $98.92 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $9 Shares 116 Est. Cost $56.12 Unrealized +38.4%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $9 Shares 412 Est. Cost $21.06 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 110 Est. Cost $58.77 Unrealized +38.1%
HLN HALEON PLC - ADR 0.0%
Value ($000) $9 Shares 836 Est. Cost $8.33 Unrealized
BIV VANGUARD INTERM-TERM BD FD ETF 0.0%
Value ($000) $8 Shares 111 Est. Cost $74.73 Unrealized
VCSH VANGUARD-S/T COR 0.0%
Value ($000) $8 Shares 104 Est. Cost $78.01 Unrealized
TLT ISHARES 20 YR TR 0.0%
Value ($000) $8 Shares 89 Est. Cost $98.10 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $8 Shares 123 Est. Cost $57.15 Unrealized +36.0%
BN BROOKFIELD CORP VTG SHS CL A 0.0%
Value ($000) $8 Shares 150 Est. Cost $22.38 Unrealized +67.9%
IWR MFC ISHARES TR RUSSELL MID-CAP 0.0%
Value ($000) $8 Shares 92 Est. Cost $85.07 Unrealized
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $8 Shares 287 Est. Cost $26.19 Unrealized
HAL HALLIBURTON CO. 0.0%
Value ($000) $8 Shares 300 Est. Cost $36.44 Unrealized -29.8%
VTS Vitesse Energy, Inc. 0.0%
Value ($000) $8 Shares 305 Est. Cost $25.60 Unrealized 0.0%
OEF MFC ISHARES TR S&P 100 ETF 0.0%
Value ($000) $7 Shares 27 Est. Cost $270.81 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $62.05 Unrealized +16.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $180.39 Unrealized -7.6%
NGVT INGEVITY CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $44.95 Unrealized -1.5%
BHP BHP BILLITON LTD SPON ADR 0.0%
Value ($000) $7 Shares 143 Est. Cost $68.31 Unrealized
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $7 Shares 276 Est. Cost $27.87 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $7 Shares 79 Est. Cost $65.09 Unrealized +17.0%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $7 Shares 217 Est. Cost $28.69 Unrealized +18.1%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $7 Shares 50 Est. Cost $74.08 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $179.88 Unrealized +14.5%
FRST PRIMIS FINANCIAL CORP 0.0%
Value ($000) $6 Shares 583 Est. Cost $8.98 Unrealized +14.1%
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $84.11 Unrealized -57.8%
SNY SANOFI-ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.73 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $5 Shares 76 Est. Cost $66.74 Unrealized +13.2%
MATW MATTHEWS INTL CORP-CLASS A 0.0%
Value ($000) $5 Shares 240 Est. Cost $28.51 Unrealized -13.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.57 Unrealized -16.9%
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.86 Unrealized
SCHF SCHWAB INTERNATIONAL 0.0%
Value ($000) $5 Shares 242 Est. Cost $18.50 Unrealized
BA BOEING CO. 0.0%
Value ($000) $4 Shares 25 Est. Cost $168.64 Unrealized +2.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.21 Unrealized -22.1%
MLPX GLOBAL X MLP & E 0.0%
Value ($000) $4 Shares 63 Est. Cost $60.56 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $4 Shares 351 Est. Cost $11.53 Unrealized
IEF ISHARES 7-10 YR TREAS BD ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $92.44 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.39 Unrealized +20.0%
NEM NEWMONT MINING 0.0%
Value ($000) $4 Shares 76 Est. Cost $33.15 Unrealized +30.5%
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.65 Unrealized -4.3%
PRLB PROTO LABS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.11 Unrealized +9.2%
SCHM CHARLES SCHWAB US MC 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.71 Unrealized
EWU ISHARES MSCI UNITED KINGDOM 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.91 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $16.81 Unrealized +104.7%
NWS NEWS CORP - CLASS B (NEW) 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.32 Unrealized +41.0%
VTIP VANGUARD SHORT-TERM TIPS 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.42 Unrealized
VBK VANGUARD SM-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $280.10 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.0%
Value ($000) $2 Shares 44 Est. Cost $50.84 Unrealized
EFAV iShares MSCI EAFE Min Vol ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $77.93 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $106.56 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.42 Unrealized +251.6%
BAM BROOKFIELD ASSET MGMT LTD CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $31.45 Unrealized +68.4%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $2 Shares 410 Est. Cost $5.21 Unrealized -12.7%
PCY INVESCO EMERGING MARKETS SOV D 0.0%
Value ($000) $1 Shares 64 Est. Cost $19.81 Unrealized
SIRI SIRIUS XM HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $31.06 Unrealized -24.2%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.83 Unrealized -19.9%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $21.39 Unrealized +39.0%
VYX NCR VOYIX CORP 0.0%
Value ($000) $0 Shares 38 Est. Cost $14.40 Unrealized -18.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $7.83 Unrealized +33.6%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.58 Unrealized
LIDRW AEYE INC WT EXP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.01 Unrealized
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.57 Unrealized -42.8%