NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 15, 2022

Total Value ($000): $612,159 (100.0% shares, 0.0% debt)

Holdings (225)

GUNR FlexShares Mstar Glbl Upstrm N 6.6%
Value ($000) $40,648 Shares 1,081,334 Est. Cost $31.49 Unrealized
AAPL Apple Inc 5.1%
Value ($000) $31,265 Shares 226,227 Est. Cost $83.85 Unrealized +84.0%
MSFT Microsoft Corp 3.7%
Value ($000) $22,525 Shares 96,717 Est. Cost $26.70 Unrealized +862.0%
EFG Ishares MSCI EAFE Growth ETF 2.8%
Value ($000) $17,312 Shares 238,593 Est. Cost $82.31 Unrealized
JNJ Johnson & Johnson 2.3%
Value ($000) $14,047 Shares 85,986 Est. Cost $63.79 Unrealized +139.7%
XOM Exxonmobil Corp 2.1%
Value ($000) $12,770 Shares 146,252 Est. Cost $53.13 Unrealized +53.1%
PG Procter & Gamble CO 1.9%
Value ($000) $11,849 Shares 93,847 Est. Cost $59.57 Unrealized +119.2%
LOW Lowes Cos Inc 1.9%
Value ($000) $11,517 Shares 61,325 Est. Cost $32.16 Unrealized +467.1%
SDY SPDR S&P Dividend ETF 1.9%
Value ($000) $11,398 Shares 102,226 Est. Cost $75.46 Unrealized
MCD McDonalds Corp 1.8%
Value ($000) $10,779 Shares 46,713 Est. Cost $71.80 Unrealized +229.1%
JPM JP Morgan Chase & CO 1.7%
Value ($000) $10,447 Shares 99,964 Est. Cost $40.24 Unrealized +162.5%
CVX Chevron Corporation 1.7%
Value ($000) $10,103 Shares 70,319 Est. Cost $70.87 Unrealized +87.4%
VOO Vanguard S&P 500 ETF 1.6%
Value ($000) $9,778 Shares 29,785 Est. Cost $231.07 Unrealized
PEP Pepsico Inc 1.6%
Value ($000) $9,713 Shares 59,491 Est. Cost $56.14 Unrealized +175.1%
NBTB NBT Bancorp Inc 1.3%
Value ($000) $7,987 Shares 210,463 Est. Cost $30.27 Unrealized +30.5%
NFRA FlexShares STOXX Glbl Brd Infr 1.3%
Value ($000) $7,853 Shares 171,957 Est. Cost $52.44 Unrealized
IEFA Ishares Core Msci Eafe ETF 1.3%
Value ($000) $7,692 Shares 146,045 Est. Cost $60.02 Unrealized
GOOG Alphabet Inc Cl C 1.3%
Value ($000) $7,675 Shares 79,817 Est. Cost $107.18 Unrealized +3.4%
SCHD Schwab US Dividend Equity ETF 1.2%
Value ($000) $7,133 Shares 107,385 Est. Cost $55.43 Unrealized
PFE Pfizer Inc 1.2%
Value ($000) $7,127 Shares 162,875 Est. Cost $16.73 Unrealized +141.6%
DHR Danaher Corp 1.2%
Value ($000) $7,078 Shares 27,404 Est. Cost $25.01 Unrealized +862.5%
MDY Midcap SPDR Trust Series 1 1.2%
Value ($000) $7,063 Shares 17,585 Est. Cost $210.09 Unrealized
UNP Union Pac Corp 1.1%
Value ($000) $6,755 Shares 34,671 Est. Cost $64.86 Unrealized +214.9%
ABT Abbott Labs 1.1%
Value ($000) $6,486 Shares 67,026 Est. Cost $29.22 Unrealized +242.3%
BMY Bristol Myers Squibb CO 1.0%
Value ($000) $6,364 Shares 89,519 Est. Cost $32.08 Unrealized +94.2%
ADP Automatic Data Processing Inc 1.0%
Value ($000) $5,852 Shares 25,872 Est. Cost $47.85 Unrealized +357.8%
DE Deere & CO 0.9%
Value ($000) $5,720 Shares 17,131 Est. Cost $93.27 Unrealized +250.1%
UNH Unitedhealth Group Inc 0.9%
Value ($000) $5,718 Shares 11,322 Est. Cost $69.87 Unrealized +608.6%
MRK Merck & CO Inc 0.9%
Value ($000) $5,366 Shares 62,304 Est. Cost $31.85 Unrealized +152.5%
IWM Ishares Russell 2000 ETF 0.9%
Value ($000) $5,324 Shares 32,283 Est. Cost $102.53 Unrealized
RTX Raytheon Technologies Corp 0.8%
Value ($000) $5,180 Shares 63,278 Est. Cost $54.02 Unrealized +55.2%
CVS CVS Health Corp 0.8%
Value ($000) $5,009 Shares 52,528 Est. Cost $44.41 Unrealized +97.3%
DIS Disney Walt CO New 0.8%
Value ($000) $4,931 Shares 52,283 Est. Cost $60.83 Unrealized +71.9%
CSCO Cisco Systems Inc 0.8%
Value ($000) $4,908 Shares 122,715 Est. Cost $17.06 Unrealized +134.7%
ABBV Abbvie Inc 0.8%
Value ($000) $4,905 Shares 36,550 Est. Cost $29.48 Unrealized +331.1%
STIP IShares 0-5 Yr TIPs ETF 0.8%
Value ($000) $4,812 Shares 50,066 Est. Cost $100.72 Unrealized
SPY SPDR S&P 500 ETF Trust 0.8%
Value ($000) $4,749 Shares 13,294 Est. Cost $175.88 Unrealized
BRK/B Berkshire Hathaway Inc-Cl B 0.7%
Value ($000) $4,500 Shares 16,851 Est. Cost $117.75 Unrealized +141.7%
TGT Target Corp 0.7%
Value ($000) $4,491 Shares 30,262 Est. Cost $49.44 Unrealized +189.1%
QCOM Qualcomm Inc 0.7%
Value ($000) $4,273 Shares 37,820 Est. Cost $47.07 Unrealized +169.9%
TJX TJX Cos Inc 0.7%
Value ($000) $4,264 Shares 68,650 Est. Cost $37.84 Unrealized +58.3%
IBM Intl. Business Machines Corp 0.7%
Value ($000) $4,240 Shares 35,692 Est. Cost $110.62 Unrealized +4.5%
IBB Ishares Nasdaq Biotech ETF 0.7%
Value ($000) $4,204 Shares 35,942 Est. Cost $128.97 Unrealized
NEE Nextera Energy Inc 0.7%
Value ($000) $4,159 Shares 53,038 Est. Cost $53.91 Unrealized +43.1%
HON Honeywell International Inc 0.7%
Value ($000) $4,088 Shares 24,480 Est. Cost $64.38 Unrealized +151.9%
LMT Lockheed Martin Corp 0.6%
Value ($000) $3,768 Shares 9,754 Est. Cost $96.35 Unrealized +295.2%
TROW T Rowe Price Group Inc 0.6%
Value ($000) $3,735 Shares 35,560 Est. Cost $47.73 Unrealized +113.1%
WMT Wal Mart Inc 0.6%
Value ($000) $3,676 Shares 28,341 Est. Cost $23.21 Unrealized +81.0%
EFA Ishares Msci Eafe ETF 0.6%
Value ($000) $3,676 Shares 65,639 Est. Cost $60.80 Unrealized
CAT Caterpillar Inc 0.6%
Value ($000) $3,657 Shares 22,284 Est. Cost $123.02 Unrealized +40.0%
VZ Verizon Communications 0.6%
Value ($000) $3,542 Shares 93,291 Est. Cost $28.66 Unrealized +24.8%
KO Coca Cola CO 0.6%
Value ($000) $3,484 Shares 62,189 Est. Cost $30.46 Unrealized +84.0%
EEM Ishares Msci Emerging Mkt ETF 0.6%
Value ($000) $3,445 Shares 98,782 Est. Cost $39.93 Unrealized
IEMG Ishares Core Emerging Markets 0.6%
Value ($000) $3,434 Shares 79,903 Est. Cost $54.87 Unrealized
GOOGL Alphabet Inc Cl A 0.5%
Value ($000) $3,366 Shares 35,195 Est. Cost $106.60 Unrealized +3.2%
SCHA Schwab US Small Cap ETF 0.5%
Value ($000) $3,289 Shares 87,009 Est. Cost $48.93 Unrealized
KRE SPDR S&P Regional Banking ETF 0.5%
Value ($000) $3,157 Shares 53,613 Est. Cost $35.46 Unrealized
INTC Intel Corp 0.5%
Value ($000) $3,123 Shares 121,203 Est. Cost $17.56 Unrealized +84.0%
SCZ Ishares Msci Eafe Small Cap ET 0.5%
Value ($000) $3,114 Shares 63,831 Est. Cost $56.87 Unrealized
XLU Utilities Select Sector SPDR 0.5%
Value ($000) $3,008 Shares 45,918 Est. Cost $43.14 Unrealized
SPDW SPDR Portfolio Developed Wld e 0.5%
Value ($000) $2,918 Shares 113,088 Est. Cost $29.63 Unrealized
PM Philip Morris International 0.4%
Value ($000) $2,706 Shares 32,590 Est. Cost $49.85 Unrealized +62.4%
V Visa Inc Cl A 0.4%
Value ($000) $2,705 Shares 15,228 Est. Cost $137.88 Unrealized +43.9%
SCHF Schwab International Equity ET 0.4%
Value ($000) $2,692 Shares 95,699 Est. Cost $34.23 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $2,642 Shares 43,261 Est. Cost $30.75 Unrealized +128.1%
LLY Lilly Eli & CO 0.4%
Value ($000) $2,600 Shares 8,043 Est. Cost $70.77 Unrealized +335.3%
MCHP Microchip Technology Inc 0.4%
Value ($000) $2,587 Shares 42,395 Est. Cost $44.00 Unrealized +37.9%
GWW Grainger W W Inc 0.4%
Value ($000) $2,517 Shares 5,144 Est. Cost $207.39 Unrealized +145.9%
Linde PLC 0.4%
Value ($000) $2,480 Shares 9,199 Est. Cost $156.05 Unrealized
PFF Ishares S&P Pref Stk ETF 0.4%
Value ($000) $2,457 Shares 77,597 Est. Cost $39.14 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $2,428 Shares 8,800 Est. Cost $85.09 Unrealized +218.1%
HYG Ishares IBoxx High Yield Corpo 0.4%
Value ($000) $2,293 Shares 32,109 Est. Cost $84.54 Unrealized
AMZN Amazon.Com Inc 0.4%
Value ($000) $2,242 Shares 19,842 Est. Cost $122.34 Unrealized +3.3%
CRM Salesforce Inc 0.4%
Value ($000) $2,226 Shares 15,478 Est. Cost $149.60 Unrealized +12.0%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $2,221 Shares 7,577 Est. Cost $125.23 Unrealized +137.2%
NSC Norfolk Southern Corp 0.4%
Value ($000) $2,210 Shares 10,543 Est. Cost $73.14 Unrealized +204.7%
PRU Prudential Finl Inc 0.4%
Value ($000) $2,204 Shares 25,693 Est. Cost $40.92 Unrealized +99.1%
AWK American Water Works CO Inc 0.4%
Value ($000) $2,182 Shares 16,765 Est. Cost $32.48 Unrealized +331.0%
DON WisdomTree MidCap Dividend ETF 0.3%
Value ($000) $2,071 Shares 54,990 Est. Cost $33.83 Unrealized
XLRE Real Estate Select Sect SPDR 0.3%
Value ($000) $2,061 Shares 57,217 Est. Cost $31.66 Unrealized
XLK Technology Select Sect SPDR 0.3%
Value ($000) $2,043 Shares 17,198 Est. Cost $30.59 Unrealized
BA Boeing CO 0.3%
Value ($000) $2,023 Shares 16,707 Est. Cost $131.42 Unrealized +16.7%
XLB Materials Select SPDR Fund 0.3%
Value ($000) $1,968 Shares 28,938 Est. Cost $44.59 Unrealized
NKE Nike Inc-Class B 0.3%
Value ($000) $1,962 Shares 23,599 Est. Cost $42.22 Unrealized +140.6%
SCHZ Schwab US Aggregate Bd ETF 0.3%
Value ($000) $1,917 Shares 42,318 Est. Cost $54.81 Unrealized
SO Southern Company 0.3%
Value ($000) $1,887 Shares 27,754 Est. Cost $26.89 Unrealized +148.9%
IJH Ishares Core S&P Mid-Cap ETF 0.3%
Value ($000) $1,872 Shares 8,536 Est. Cost $117.22 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.3%
Value ($000) $1,850 Shares 63,320 Est. Cost $29.22 Unrealized
MOO Vaneck ETF Trust Agribusiness 0.3%
Value ($000) $1,837 Shares 22,767 Est. Cost $48.85 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $1,816 Shares 44,971 Est. Cost $16.55 Unrealized +99.8%
D Dominion Resources Inc 0.3%
Value ($000) $1,786 Shares 25,841 Est. Cost $39.31 Unrealized +73.9%
VCIT Vanguard Inter Term Corp Bond 0.3%
Value ($000) $1,768 Shares 23,364 Est. Cost $88.29 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $1,700 Shares 7,304 Est. Cost $64.06 Unrealized +253.4%
VWO Vanguard Ftse Emerging Markets 0.3%
Value ($000) $1,698 Shares 46,531 Est. Cost $40.13 Unrealized
SHY Ishares 1-3 Year Treasury ETF 0.3%
Value ($000) $1,692 Shares 20,831 Est. Cost $81.23 Unrealized
NVS Novartis Ag Spons ADR 0.3%
Value ($000) $1,669 Shares 21,963 Est. Cost $71.85 Unrealized
WFC Wells Fargo & CO 0.3%
Value ($000) $1,658 Shares 41,221 Est. Cost $28.36 Unrealized +38.8%
MMM 3m CO 0.3%
Value ($000) $1,587 Shares 14,359 Est. Cost $77.52 Unrealized +24.4%
T AT&T Inc 0.3%
Value ($000) $1,583 Shares 103,153 Est. Cost $11.88 Unrealized +26.9%
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,561 Shares 28,478 Est. Cost $26.67 Unrealized +112.2%
MDT Medtronic PLC 0.3%
Value ($000) $1,559 Shares 19,299 Est. Cost $62.54 Unrealized +29.2%
DOW Dow Inc Com 0.3%
Value ($000) $1,549 Shares 35,258 Est. Cost $38.53 Unrealized +7.6%
COST Costco Wholesale Corp 0.2%
Value ($000) $1,475 Shares 3,123 Est. Cost $192.56 Unrealized +158.7%
SLB Schlumberger Ltd 0.2%
Value ($000) $1,462 Shares 40,708 Est. Cost $46.75 Unrealized -28.5%
DD Dupont De Nemours Inc 0.2%
Value ($000) $1,461 Shares 28,999 Est. Cost $27.13 Unrealized -18.0%
XLY Consumer Discretionary Selt 0.2%
Value ($000) $1,412 Shares 9,915 Est. Cost $60.13 Unrealized
META Meta Platforms Inc 0.2%
Value ($000) $1,387 Shares 10,222 Est. Cost $161.90 Unrealized -0.6%
ECL Ecolab Inc 0.2%
Value ($000) $1,367 Shares 9,467 Est. Cost $78.89 Unrealized +97.8%
GIS General Mls Inc 0.2%
Value ($000) $1,366 Shares 17,830 Est. Cost $33.36 Unrealized +103.2%
ETN Eaton Corp PLC 0.2%
Value ($000) $1,346 Shares 10,094 Est. Cost $57.35 Unrealized +132.6%
ALV Autoliv Inc 0.2%
Value ($000) $1,344 Shares 20,176 Est. Cost $40.38 Unrealized +75.8%
GD General Dynamics Corp 0.2%
Value ($000) $1,299 Shares 6,124 Est. Cost $121.13 Unrealized +74.1%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,282 Shares 15,989 Est. Cost $92.80 Unrealized
CL Colgate Palmolive CO 0.2%
Value ($000) $1,279 Shares 18,216 Est. Cost $45.08 Unrealized +60.7%
CARR Carrier Global Corporation 0.2%
Value ($000) $1,258 Shares 35,377 Est. Cost $17.13 Unrealized +119.5%
Activision Blizzard, Inc 0.2%
Value ($000) $1,203 Shares 16,175 Est. Cost $39.71 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.2%
Value ($000) $1,185 Shares 4,122 Est. Cost $151.12 Unrealized
EMR Emerson Elec CO 0.2%
Value ($000) $1,031 Shares 14,084 Est. Cost $40.46 Unrealized +91.9%
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $1,019 Shares 8,418 Est. Cost $59.51 Unrealized
IYZ Ishares DJ US Telcom Sector ET 0.2%
Value ($000) $1,013 Shares 48,537 Est. Cost $28.43 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $1,009 Shares 9,437 Est. Cost $39.38 Unrealized +202.4%
CMCSA ComCast Corp-Cl A 0.2%
Value ($000) $983 Shares 33,506 Est. Cost $28.98 Unrealized +16.2%
COP Conocophillips 0.2%
Value ($000) $976 Shares 9,536 Est. Cost $40.42 Unrealized +118.2%
UPS United Parcel Service Cl B 0.2%
Value ($000) $957 Shares 5,923 Est. Cost $65.99 Unrealized +143.2%
XLI Industrial Select Sector SPDR 0.2%
Value ($000) $956 Shares 11,538 Est. Cost $43.35 Unrealized
XLF Financial Select Sector SPDR 0.2%
Value ($000) $946 Shares 31,175 Est. Cost $19.86 Unrealized
USB US Bancorp New 0.2%
Value ($000) $926 Shares 22,956 Est. Cost $25.75 Unrealized +52.3%
CLX Clorox Company 0.1%
Value ($000) $917 Shares 7,141 Est. Cost $60.55 Unrealized +112.8%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $909 Shares 14,248 Est. Cost $47.48 Unrealized +45.9%
NYF Ishares New York Muni Bond ETF 0.1%
Value ($000) $899 Shares 17,765 Est. Cost $57.22 Unrealized
MBSD Flexshares Disciplined Duratio 0.1%
Value ($000) $850 Shares 42,065 Est. Cost $20.21 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $837 Shares 27,713 Est. Cost $14.66 Unrealized +108.7%
SYY Sysco Corp 0.1%
Value ($000) $831 Shares 11,749 Est. Cost $27.97 Unrealized +170.7%
PWR Quanta Services Incorporated 0.1%
Value ($000) $828 Shares 6,500 Est. Cost $39.84 Unrealized +241.4%
AMGN Amgen Inc 0.1%
Value ($000) $813 Shares 3,606 Est. Cost $111.22 Unrealized +95.9%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $795 Shares 8,706 Est. Cost $92.38 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $788 Shares 5,825 Est. Cost $144.38 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $772 Shares 10,715 Est. Cost $67.07 Unrealized
AXP American Express CO 0.1%
Value ($000) $735 Shares 5,448 Est. Cost $73.91 Unrealized +96.1%
IEI Ishares 3-7 Year Treasury Bond 0.1%
Value ($000) $730 Shares 6,390 Est. Cost $114.24 Unrealized
PANW Palo Alto Networks 0.1%
Value ($000) $707 Shares 4,314 Est. Cost $83.23 Unrealized +4.1%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $690 Shares 7,643 Est. Cost $65.47 Unrealized +46.3%
C Citigroup Inc 0.1%
Value ($000) $685 Shares 16,441 Est. Cost $43.12 Unrealized +1.3%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $673 Shares 6,435 Est. Cost $93.44 Unrealized +14.0%
NVDA Nvidia Corp 0.1%
Value ($000) $664 Shares 5,474 Est. Cost $17.47 Unrealized -9.6%
XLP Consumer Staples Select Sector 0.1%
Value ($000) $624 Shares 9,351 Est. Cost $44.68 Unrealized
GLW Corning Inc 0.1%
Value ($000) $613 Shares 21,124 Est. Cost $16.26 Unrealized +89.2%
SPIB SPDR Portfolio Intermediate Te 0.1%
Value ($000) $597 Shares 19,074 Est. Cost $33.70 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $586 Shares 6,952 Est. Cost $63.50 Unrealized +23.4%
CTVA Corteva Inc Com 0.1%
Value ($000) $575 Shares 10,060 Est. Cost $26.34 Unrealized +113.2%
CBU Community Bank System Inc 0.1%
Value ($000) $569 Shares 9,482 Est. Cost $57.91 Unrealized +1.2%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $566 Shares 1,116 Est. Cost $300.40 Unrealized +84.5%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $564 Shares 14,645 Est. Cost $26.63 Unrealized +45.3%
DES WisdomTree SmallCap Dividend E 0.1%
Value ($000) $529 Shares 20,560 Est. Cost $25.80 Unrealized
BAX Baxter Intl Inc 0.1%
Value ($000) $526 Shares 9,768 Est. Cost $31.56 Unrealized +75.3%
TFC Truist Financial Corporation 0.1%
Value ($000) $518 Shares 11,894 Est. Cost $37.83 Unrealized +6.3%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $517 Shares 4,944 Est. Cost $60.87 Unrealized +54.1%
BDX Becton Dickinson 0.1%
Value ($000) $516 Shares 2,313 Est. Cost $85.05 Unrealized +175.7%
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $514 Shares 6,995 Est. Cost $85.84 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $507 Shares 5,418 Est. Cost $46.59 Unrealized +118.7%
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $502 Shares 10,030 Est. Cost $62.35 Unrealized
SHEL Shell PLC Spon ADS 0.1%
Value ($000) $490 Shares 9,847 Est. Cost $52.28 Unrealized
IQDF FlexShares International Quali 0.1%
Value ($000) $486 Shares 27,315 Est. Cost $23.08 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $484 Shares 6,729 Est. Cost $40.92 Unrealized +61.7%
IJR Ishares Core S&P Small-Cap ETF 0.1%
Value ($000) $477 Shares 5,466 Est. Cost $73.66 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $475 Shares 4,223 Est. Cost $63.75 Unrealized +79.3%
MET Metlife Inc 0.1%
Value ($000) $473 Shares 7,788 Est. Cost $31.06 Unrealized +85.6%
SPGI S&P Global Inc 0.1%
Value ($000) $458 Shares 1,499 Est. Cost $246.86 Unrealized +40.9%
DIVO Amplify CWP Enhanced Dividend 0.1%
Value ($000) $456 Shares 14,246 Est. Cost $35.40 Unrealized
GE General Electric Co New 0.1%
Value ($000) $442 Shares 7,139 Est. Cost $47.56 Unrealized -9.1%
DUK Duke Energy Corp 0.1%
Value ($000) $439 Shares 4,714 Est. Cost $53.57 Unrealized +75.5%
MRSH Marsh & McLennan Companies Inc 0.1%
Value ($000) $430 Shares 2,877 Est. Cost $126.12 Unrealized +20.8%
MA Mastercard Inc Cl A 0.1%
Value ($000) $423 Shares 1,486 Est. Cost $251.45 Unrealized +29.3%
XYL Xylem Inc 0.1%
Value ($000) $416 Shares 4,763 Est. Cost $24.87 Unrealized +251.0%
JPST JPMorgan Ultra-Short Income ET 0.1%
Value ($000) $404 Shares 8,055 Est. Cost $50.48 Unrealized
KHC Kraft Heinz CO 0.1%
Value ($000) $400 Shares 11,996 Est. Cost $42.45 Unrealized -25.9%
VOE Vanguard Mid-Cap Value Index F 0.1%
Value ($000) $397 Shares 3,259 Est. Cost $106.81 Unrealized
IAGG IShares Core Intnl Agg Bond ET 0.1%
Value ($000) $395 Shares 8,177 Est. Cost $54.66 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $386 Shares 6,250 Est. Cost $50.24 Unrealized +11.0%
AROW Arrow Finl Corp 0.1%
Value ($000) $385 Shares 13,338 Est. Cost $24.58 Unrealized +11.2%
CSX Csx Corp 0.1%
Value ($000) $383 Shares 14,370 Est. Cost $23.28 Unrealized +27.1%
IGSB iShares TR 1-5 Yr Inv Gr Corp 0.1%
Value ($000) $381 Shares 7,739 Est. Cost $69.41 Unrealized
PYPL Paypal Holdings Inc 0.1%
Value ($000) $376 Shares 4,367 Est. Cost $104.27 Unrealized -15.2%
ITW Illinois Tool Wks Inc 0.1%
Value ($000) $373 Shares 2,065 Est. Cost $51.36 Unrealized +253.7%
APA APA Corporation 0.1%
Value ($000) $357 Shares 10,436 Est. Cost $16.19 Unrealized +96.6%
FTV Fortive Corp 0.1%
Value ($000) $355 Shares 6,076 Est. Cost $30.87 Unrealized +49.2%
DTE DTE Energy Co 0.1%
Value ($000) $346 Shares 3,009 Est. Cost $73.19 Unrealized +56.9%
ALL Allstate Corp 0.1%
Value ($000) $330 Shares 2,649 Est. Cost $95.72 Unrealized +19.7%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $317 Shares 450 Est. Cost $26.14 Unrealized +78.4%
YUM Yum! Brands Inc 0.1%
Value ($000) $312 Shares 2,939 Est. Cost $42.26 Unrealized +157.4%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $311 Shares 9,892 Est. Cost $63.16 Unrealized
AMT American Tower Corp REIT 0.0%
Value ($000) $299 Shares 1,393 Est. Cost $194.58 Unrealized +17.6%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $297 Shares 3,132 Est. Cost $112.41 Unrealized
TIP Ishares Barclays TIPS Bond ETF 0.0%
Value ($000) $295 Shares 2,811 Est. Cost $117.61 Unrealized
BP BP PLC Spons ADR 0.0%
Value ($000) $288 Shares 10,094 Est. Cost $24.64 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $282 Shares 1,821 Est. Cost $145.50 Unrealized
VXUS Vanguard Total Intl Stock Et 0.0%
Value ($000) $278 Shares 6,075 Est. Cost $63.37 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $277 Shares 184 Est. Cost $27.86 Unrealized +11.3%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $276 Shares 2,137 Est. Cost $140.50 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $275 Shares 1,250 Est. Cost $198.68 Unrealized +3.3%
CI Cigna Corp 0.0%
Value ($000) $270 Shares 973 Est. Cost $197.24 Unrealized +34.2%
WM Waste Management Inc 0.0%
Value ($000) $259 Shares 1,620 Est. Cost $99.25 Unrealized +57.7%
JMUB JPMorgan Municipal ETF 0.0%
Value ($000) $251 Shares 5,190 Est. Cost $51.44 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $250 Shares 6,875 Est. Cost $43.68 Unrealized
BBY Best Buy Company Inc 0.0%
Value ($000) $248 Shares 3,922 Est. Cost $23.76 Unrealized +164.2%
PFFD Global X US Preferred ETF 0.0%
Value ($000) $246 Shares 12,000 Est. Cost $25.75 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $241 Shares 1,723 Est. Cost $110.17 Unrealized +34.1%
BIIB Biogen Inc 0.0%
Value ($000) $241 Shares 904 Est. Cost $212.38 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $241 Shares 6,418 Est. Cost $19.61 Unrealized +99.2%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $240 Shares 3,816 Est. Cost $112.33 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $232 Shares 2,932 Est. Cost $48.82 Unrealized +54.1%
IWF Ishares Russell 1000 Growth ET 0.0%
Value ($000) $231 Shares 1,097 Est. Cost $191.70 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $229 Shares 4,072 Est. Cost $27.16 Unrealized +111.1%
EL Lauder Estee Cos Cl-A 0.0%
Value ($000) $225 Shares 1,043 Est. Cost $238.63 Unrealized +0.8%
AGG Ishares Core Total U.S. Aggreg 0.0%
Value ($000) $224 Shares 2,320 Est. Cost $113.95 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $221 Shares 1,964 Est. Cost $112.11 Unrealized 0.0%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $220 Shares 8,055 Est. Cost $35.83 Unrealized -22.2%
IVV Ishares Core S&P 500 ETF 0.0%
Value ($000) $212 Shares 590 Est. Cost $381.91 Unrealized
PSK SPDR Preferred Stock ETF 0.0%
Value ($000) $209 Shares 6,005 Est. Cost $43.21 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $208 Shares 1,348 Est. Cost $151.63 Unrealized 0.0%
IWY IShares Russell Top 200 Growth 0.0%
Value ($000) $207 Shares 1,730 Est. Cost $106.70 Unrealized
VO Vanguard Index Fund Mid-Cap 0.0%
Value ($000) $206 Shares 1,099 Est. Cost $209.42 Unrealized
SPLV Invesco SP 500 Low Volatility 0.0%
Value ($000) $202 Shares 3,493 Est. Cost $58.12 Unrealized
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value ($000) $202 Shares 8,015 Est. Cost $29.32 Unrealized
DB Deutsche Bank Ag ADR 0.0%
Value ($000) $74 Shares 10,000 Est. Cost $7.45 Unrealized +4.5%