HEADINVEST, LLC Diversified Active

CIK: 0001372130 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Dec 11, 2023

Total Value ($000): $460,359 (100.0% shares, 0.0% debt)

Holdings (750)

IJR ISHARES CORE S&P SMALL CAP ETF 5.4%
Value ($000) $24,939 Shares 268,274 Est. Cost $75.66 Unrealized
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $18,014 Shares 55,979 Est. Cost $69.12 Unrealized +369.6%
PG PROCTER AND GAMBLE CO COM 3.5%
Value ($000) $16,290 Shares 112,200 Est. Cost $72.06 Unrealized +100.0%
NVO NOVO-NORDISK A S ADR 2.8%
Value ($000) $12,762 Shares 139,018 Est. Cost $74.52 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 2.6%
Value ($000) $11,879 Shares 116,374 Est. Cost $74.08 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 2.3%
Value ($000) $10,497 Shares 34,051 Est. Cost $113.50 Unrealized +168.2%
BSV VANGUARD SHORT-TERM BOND ETF 2.3%
Value ($000) $10,373 Shares 138,597 Est. Cost $82.82 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.1%
Value ($000) $9,891 Shares 46,627 Est. Cost $152.56 Unrealized
INTU INTUIT COM 2.1%
Value ($000) $9,480 Shares 18,309 Est. Cost $125.75 Unrealized +296.7%
VV VANGUARD LARGE-CAP ETF 2.0%
Value ($000) $9,396 Shares 47,992 Est. Cost $119.26 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $9,236 Shares 53,155 Est. Cost $90.36 Unrealized +100.7%
DHR DANAHER CORPORATION COM 2.0%
Value ($000) $9,109 Shares 42,617 Est. Cost $55.89 Unrealized +293.9%
PEP PEPSICO INC COM 1.8%
Value ($000) $8,168 Shares 48,284 Est. Cost $76.40 Unrealized +118.8%
FISV FISERV INC COM 1.7%
Value ($000) $8,040 Shares 71,242 Est. Cost $63.46 Unrealized +94.1%
WAT WATERS CORP COM 1.5%
Value ($000) $6,867 Shares 25,384 Est. Cost $146.06 Unrealized +89.2%
WMT WALMART INC COM 1.5%
Value ($000) $6,756 Shares 42,198 Est. Cost $25.43 Unrealized +103.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.5%
Value ($000) $6,702 Shares 89,634 Est. Cost $83.00 Unrealized
LIN LINDE PLC SHS 1.4%
Value ($000) $6,655 Shares 17,976 Est. Cost $322.30 Unrealized +14.5%
VO VANGUARD MID-CAP ETF 1.4%
Value ($000) $6,634 Shares 32,235 Est. Cost $150.28 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $6,561 Shares 56,744 Est. Cost $44.18 Unrealized +128.6%
EMR EMERSON ELEC CO COM 1.4%
Value ($000) $6,480 Shares 67,699 Est. Cost $48.95 Unrealized +86.2%
TXN TEXAS INSTRS INC COM 1.4%
Value ($000) $6,415 Shares 40,109 Est. Cost $51.59 Unrealized +208.0%
UPS UNITED PARCEL SERVICE INC CL B 1.4%
Value ($000) $6,359 Shares 41,005 Est. Cost $69.08 Unrealized +119.5%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $6,098 Shares 45,451 Est. Cost $106.86 Unrealized +20.1%
AXP AMERICAN EXPRESS CO COM 1.2%
Value ($000) $5,714 Shares 38,227 Est. Cost $77.88 Unrealized +104.0%
ORCL ORACLE CORP COM 1.2%
Value ($000) $5,616 Shares 52,624 Est. Cost $61.68 Unrealized +82.9%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $5,355 Shares 98,459 Est. Cost $40.63 Unrealized +23.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.1%
Value ($000) $5,247 Shares 121,909 Est. Cost $40.24 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.1%
Value ($000) $4,986 Shares 32,189 Est. Cost $124.96 Unrealized
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $4,933 Shares 27,013 Est. Cost $117.23 Unrealized +48.3%
CVX CHEVRON CORP NEW COM 1.0%
Value ($000) $4,635 Shares 27,829 Est. Cost $73.98 Unrealized +97.0%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $4,333 Shares 30,139 Est. Cost $127.25 Unrealized +11.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.9%
Value ($000) $4,304 Shares 110,157 Est. Cost $39.33 Unrealized
MDT MEDTRONIC PLC SHS 0.9%
Value ($000) $4,303 Shares 55,335 Est. Cost $70.44 Unrealized +10.4%
UNILEVER PLC SPON ADR NEW 0.9%
Value ($000) $4,148 Shares 85,108 Est. Cost $60.23 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.9%
Value ($000) $4,103 Shares 54,592 Est. Cost $96.18 Unrealized
IDXX IDEXX LABS INC COM 0.9%
Value ($000) $4,079 Shares 9,466 Est. Cost $501.01 Unrealized -0.5%
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $4,078 Shares 21,858 Est. Cost $138.48 Unrealized
ECL ECOLAB INC COM 0.7%
Value ($000) $3,317 Shares 19,877 Est. Cost $126.90 Unrealized +39.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.7%
Value ($000) $3,214 Shares 39,463 Est. Cost $87.71 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.7%
Value ($000) $3,117 Shares 12,665 Est. Cost $207.13 Unrealized
CVS CVS HEALTH CORP COM 0.7%
Value ($000) $3,052 Shares 43,794 Est. Cost $55.48 Unrealized +16.4%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $2,728 Shares 21,071 Est. Cost $122.38 Unrealized +9.5%
MRK MERCK & CO INC COM 0.6%
Value ($000) $2,672 Shares 26,058 Est. Cost $64.08 Unrealized +55.8%
FTV FORTIVE CORP COM 0.6%
Value ($000) $2,666 Shares 36,171 Est. Cost $39.48 Unrealized +44.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.5%
Value ($000) $2,494 Shares 30,909 Est. Cost $86.38 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $2,386 Shares 5,327 Est. Cost $17.06 Unrealized +162.4%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.5%
Value ($000) $2,352 Shares 40,992 Est. Cost $61.60 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $2,295 Shares 32,708 Est. Cost $58.93 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,944 Shares 4,911 Est. Cost $307.73 Unrealized +28.8%
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $1,935 Shares 119,711 Est. Cost $14.81 Unrealized +3.0%
ADBE ADOBE INC COM 0.4%
Value ($000) $1,864 Shares 3,577 Est. Cost $450.13 Unrealized +16.6%
TJX TJX COS INC NEW COM 0.4%
Value ($000) $1,861 Shares 20,988 Est. Cost $56.14 Unrealized +52.0%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,856 Shares 7,839 Est. Cost $73.95 Unrealized +60.0%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $1,851 Shares 8,803 Est. Cost $103.59 Unrealized +102.4%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $1,838 Shares 18,103 Est. Cost $84.32 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.4%
Value ($000) $1,809 Shares 33,161 Est. Cost $22.80 Unrealized +134.4%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,807 Shares 11,648 Est. Cost $100.34 Unrealized +52.8%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,797 Shares 4,576 Est. Cost $191.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,791 Shares 5,146 Est. Cost $179.75 Unrealized +97.4%
SLB SCHLUMBERGER LTD COM STK 0.4%
Value ($000) $1,778 Shares 30,692 Est. Cost $43.27 Unrealized +25.7%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $1,723 Shares 4,032 Est. Cost $396.54 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,716 Shares 11,577 Est. Cost $63.14 Unrealized +114.3%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,637 Shares 3,812 Est. Cost $260.57 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value ($000) $1,612 Shares 17,633 Est. Cost $91.67 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.3%
Value ($000) $1,438 Shares 28,774 Est. Cost $50.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,428 Shares 21,032 Est. Cost $60.73 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,385 Shares 5,785 Est. Cost $99.23 Unrealized +132.9%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,382 Shares 10,224 Est. Cost $108.24 Unrealized +19.2%
ULTA ULTA BEAUTY INC COM 0.3%
Value ($000) $1,380 Shares 3,424 Est. Cost $459.56 Unrealized -4.9%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,371 Shares 5,320 Est. Cost $156.89 Unrealized +71.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $1,358 Shares 12,436 Est. Cost $101.15 Unrealized +9.9%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,301 Shares 2,277 Est. Cost $244.09 Unrealized +118.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,219 Shares 23,381 Est. Cost $69.22 Unrealized -6.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,217 Shares 25,707 Est. Cost $49.07 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,217 Shares 12,710 Est. Cost $55.95 Unrealized +79.5%
VLTO VERALTO CORP COM SHS 0.3%
Value ($000) $1,201 Shares 14,112 Est. Cost $85.12 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.2%
Value ($000) $1,117 Shares 17,290 Est. Cost $47.71 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,105 Shares 3,686 Est. Cost $173.83 Unrealized +74.3%
PFE PFIZER INC COM 0.2%
Value ($000) $1,081 Shares 31,839 Est. Cost $25.42 Unrealized +20.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,045 Shares 18,063 Est. Cost $48.43 Unrealized +12.2%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,032 Shares 15,066 Est. Cost $42.28 Unrealized +59.0%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,017 Shares 5,994 Est. Cost $152.75 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $949 Shares 13,250 Est. Cost $92.84 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $937 Shares 20,307 Est. Cost $51.31 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $928 Shares 1,918 Est. Cost $218.00 Unrealized +121.4%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $915 Shares 9,128 Est. Cost $100.22 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $914 Shares 3,950 Est. Cost $172.68 Unrealized +36.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $909 Shares 19,403 Est. Cost $50.71 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.2%
Value ($000) $902 Shares 47,450 Est. Cost $19.46 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $843 Shares 7,585 Est. Cost $53.50 Unrealized +105.7%
KVUE KENVUE INC COM 0.2%
Value ($000) $831 Shares 40,900 Est. Cost $21.04 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $819 Shares 5,819 Est. Cost $105.00 Unrealized +25.5%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $795 Shares 28,778 Est. Cost $44.02 Unrealized -38.3%
PCAR PACCAR INC COM 0.2%
Value ($000) $780 Shares 9,204 Est. Cost $41.70 Unrealized +84.0%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $766 Shares 1,662 Est. Cost $325.60 Unrealized +44.2%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $760 Shares 2,775 Est. Cost $143.37 Unrealized +95.3%
KO COCA COLA CO COM 0.2%
Value ($000) $754 Shares 13,591 Est. Cost $42.63 Unrealized +30.7%
MMM 3M CO COM 0.2%
Value ($000) $744 Shares 8,251 Est. Cost $125.09 Unrealized -36.4%
HOLX HOLOGIC INC COM 0.2%
Value ($000) $708 Shares 10,274 Est. Cost $68.86 Unrealized +9.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $690 Shares 20,987 Est. Cost $25.77 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $689 Shares 7,290 Est. Cost $81.00 Unrealized +21.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $683 Shares 5,665 Est. Cost $120.49 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $672 Shares 7,315 Est. Cost $84.45 Unrealized +18.7%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $668 Shares 4,887 Est. Cost $133.17 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $634 Shares 2,311 Est. Cost $157.05 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $633 Shares 4,487 Est. Cost $90.01 Unrealized +60.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $629 Shares 8,576 Est. Cost $81.47 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $602 Shares 9,499 Est. Cost $67.38 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $601 Shares 17,787 Est. Cost $48.74 Unrealized -22.0%
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.1%
Value ($000) $593 Shares 25,610 Est. Cost $23.77 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $585 Shares 2,489 Est. Cost $264.54 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $576 Shares 2,792 Est. Cost $119.51 Unrealized +64.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $572 Shares 6,278 Est. Cost $77.86 Unrealized +18.8%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $567 Shares 6,240 Est. Cost $135.25 Unrealized -33.2%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $562 Shares 6,800 Est. Cost $31.03 Unrealized +35.8%
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $560 Shares 16,000 Est. Cost $18.10 Unrealized +97.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $546 Shares 6,388 Est. Cost $65.67 Unrealized +27.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $539 Shares 10,961 Est. Cost $35.38 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $532 Shares 1,270 Est. Cost $158.40 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $528 Shares 1 Est. Cost $366657.40 Unrealized +47.0%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $522 Shares 4,300 Est. Cost $92.90 Unrealized +39.7%
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.1%
Value ($000) $516 Shares 23,720 Est. Cost $23.21 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $514 Shares 14,484 Est. Cost $41.29 Unrealized -17.1%
CRM SALESFORCE INC COM 0.1%
Value ($000) $511 Shares 2,507 Est. Cost $217.91 Unrealized -2.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $511 Shares 3,517 Est. Cost $75.70 Unrealized +90.9%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $507 Shares 16,980 Est. Cost $26.26 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $497 Shares 6,914 Est. Cost $73.63 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $496 Shares 18,579 Est. Cost $23.54 Unrealized +18.2%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $492 Shares 4,784 Est. Cost $127.06 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $487 Shares 8,550 Est. Cost $53.34 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $487 Shares 2,774 Est. Cost $165.10 Unrealized +7.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $476 Shares 1,846 Est. Cost $225.51 Unrealized +14.5%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $475 Shares 2,750 Est. Cost $155.87 Unrealized +13.5%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $474 Shares 7,574 Est. Cost $43.68 Unrealized +47.8%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $470 Shares 7,500 Est. Cost $70.76 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $470 Shares 11,104 Est. Cost $58.81 Unrealized -25.1%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $461 Shares 9,170 Est. Cost $50.79 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $455 Shares 5,720 Est. Cost $47.98 Unrealized +71.3%
BA BOEING CO COM 0.1%
Value ($000) $455 Shares 2,420 Est. Cost $203.27 Unrealized +7.6%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $449 Shares 4,127 Est. Cost $66.18 Unrealized +34.0%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $447 Shares 3,213 Est. Cost $120.46 Unrealized +11.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $447 Shares 3,819 Est. Cost $41.39 Unrealized +160.6%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $440 Shares 6,712 Est. Cost $53.77 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $434 Shares 6,852 Est. Cost $55.00 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $432 Shares 8,425 Est. Cost $34.62 Unrealized +33.8%
META META PLATFORMS INC CL A 0.1%
Value ($000) $425 Shares 1,386 Est. Cost $171.59 Unrealized +74.4%
RTX RTX CORPORATION COM 0.1%
Value ($000) $424 Shares 5,948 Est. Cost $59.42 Unrealized +36.7%
NEM NEWMONT CORP COM 0.1%
Value ($000) $421 Shares 11,837 Est. Cost $27.95 Unrealized +37.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $412 Shares 7,440 Est. Cost $59.03 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $409 Shares 1,990 Est. Cost $163.35 Unrealized +31.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $407 Shares 3,939 Est. Cost $113.06 Unrealized -4.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $407 Shares 13,732 Est. Cost $38.78 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $406 Shares 5,742 Est. Cost $59.12 Unrealized +19.9%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $405 Shares 2,044 Est. Cost $94.97 Unrealized +106.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $401 Shares 1,743 Est. Cost $98.23 Unrealized +134.2%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $396 Shares 3,329 Est. Cost $112.43 Unrealized +4.7%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $392 Shares 17,648 Est. Cost $26.11 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $386 Shares 717 Est. Cost $194.27 Unrealized +160.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $382 Shares 2,360 Est. Cost $154.60 Unrealized +8.4%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $375 Shares 345 Est. Cost $488.90 Unrealized +150.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $373 Shares 1,073 Est. Cost $218.08 Unrealized +60.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $367 Shares 1,002 Est. Cost $346.69 Unrealized +11.3%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $346 Shares 6,347 Est. Cost $49.79 Unrealized +17.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $341 Shares 380 Est. Cost $61.07 Unrealized +2.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $339 Shares 1,216 Est. Cost $111.53 Unrealized +146.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $337 Shares 1,257 Est. Cost $179.54 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $333 Shares 9,100 Est. Cost $27.89 Unrealized +39.9%
HSY HERSHEY CO COM 0.1%
Value ($000) $333 Shares 1,675 Est. Cost $95.27 Unrealized +119.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $333 Shares 671 Est. Cost $434.97 Unrealized +21.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $330 Shares 1,036 Est. Cost $296.96 Unrealized +6.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $327 Shares 13,699 Est. Cost $26.47 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $322 Shares 4,657 Est. Cost $87.60 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $306 Shares 4,115 Est. Cost $73.85 Unrealized
EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $305 Shares 10,828 Est. Cost $27.85 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $294 Shares 1,997 Est. Cost $152.49 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $291 Shares 4,973 Est. Cost $195.23 Unrealized -66.7%
BCE BCE INC COM NEW 0.1%
Value ($000) $289 Shares 7,879 Est. Cost $30.42 Unrealized +13.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $287 Shares 344 Est. Cost $52.47 Unrealized +60.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $281 Shares 2,950 Est. Cost $71.86 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $281 Shares 1,385 Est. Cost $131.15 Unrealized +57.2%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $277 Shares 4,439 Est. Cost $58.33 Unrealized +3.3%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $276 Shares 3,769 Est. Cost $50.57 Unrealized +50.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $272 Shares 4,070 Est. Cost $65.61 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $272 Shares 3,703 Est. Cost $18.91 Unrealized +58.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $271 Shares 955 Est. Cost $237.86 Unrealized +24.7%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $262 Shares 4,767 Est. Cost $34.65 Unrealized +59.2%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $261 Shares 1,002 Est. Cost $188.18 Unrealized +34.8%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $255 Shares 939 Est. Cost $206.59 Unrealized +26.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $248 Shares 1,980 Est. Cost $94.35 Unrealized +33.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $247 Shares 5,557 Est. Cost $30.06 Unrealized +38.1%
SYY SYSCO CORP COM 0.1%
Value ($000) $247 Shares 3,783 Est. Cost $54.67 Unrealized +22.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $246 Shares 1,843 Est. Cost $121.71 Unrealized +7.9%
TMFC MOTLEY FOOL 100 INDEX ETF 0.1%
Value ($000) $245 Shares 6,166 Est. Cost $35.43 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $245 Shares 2,489 Est. Cost $92.30 Unrealized +6.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $239 Shares 464 Est. Cost $441.36 Unrealized +6.5%
ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF 0.1%
Value ($000) $239 Shares 10,325 Est. Cost $23.10 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $234 Shares 943 Est. Cost $210.96 Unrealized +18.2%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $232 Shares 4,640 Est. Cost $53.61 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $232 Shares 4,859 Est. Cost $51.81 Unrealized
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $230 Shares 10,100 Est. Cost $24.80 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $228 Shares 1,509 Est. Cost $140.71 Unrealized +10.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $228 Shares 1,520 Est. Cost $117.57 Unrealized +12.8%
TGT TARGET CORP COM 0.0%
Value ($000) $228 Shares 2,133 Est. Cost $147.58 Unrealized -21.1%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $226 Shares 2,950 Est. Cost $82.08 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $223 Shares 2,120 Est. Cost $92.62 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $222 Shares 6,909 Est. Cost $35.09 Unrealized -7.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $222 Shares 994 Est. Cost $226.92 Unrealized -7.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $215 Shares 2,449 Est. Cost $93.02 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $214 Shares 2,621 Est. Cost $135.13 Unrealized -38.3%
WEX WEX INC COM 0.0%
Value ($000) $213 Shares 1,140 Est. Cost $182.16 Unrealized +6.0%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $211 Shares 8,938 Est. Cost $23.78 Unrealized
T AT&T INC COM 0.0%
Value ($000) $209 Shares 14,256 Est. Cost $16.09 Unrealized -19.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $208 Shares 7,400 Est. Cost $53.81 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $208 Shares 2,840 Est. Cost $75.72 Unrealized +1.7%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $203 Shares 707 Est. Cost $247.94 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $197 Shares 6,202 Est. Cost $42.25 Unrealized -31.4%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $196 Shares 7,019 Est. Cost $27.64 Unrealized +4.1%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $194 Shares 2,480 Est. Cost $80.85 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $193 Shares 2,930 Est. Cost $68.77 Unrealized 0.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $193 Shares 2,605 Est. Cost $79.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $193 Shares 1,502 Est. Cost $101.37 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $192 Shares 724 Est. Cost $246.77 Unrealized 0.0%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $191 Shares 5,168 Est. Cost $47.98 Unrealized -14.3%
GLW CORNING INC COM 0.0%
Value ($000) $187 Shares 6,200 Est. Cost $30.23 Unrealized +1.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $187 Shares 1,650 Est. Cost $111.69 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $185 Shares 3,770 Est. Cost $48.88 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $183 Shares 1,673 Est. Cost $111.93 Unrealized +1.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $180 Shares 3,515 Est. Cost $51.25 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $177 Shares 5,362 Est. Cost $38.74 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $172 Shares 1,717 Est. Cost $100.39 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $172 Shares 6,889 Est. Cost $24.93 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $169 Shares 1,008 Est. Cost $169.52 Unrealized 0.0%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $169 Shares 3,389 Est. Cost $49.87 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $164 Shares 2,288 Est. Cost $74.37 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $164 Shares 2,146 Est. Cost $70.52 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $163 Shares 1,735 Est. Cost $94.03 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $159 Shares 2,300 Est. Cost $80.36 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $157 Shares 977 Est. Cost $161.11 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $156 Shares 618 Est. Cost $262.23 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $154 Shares 899 Est. Cost $175.00 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $152 Shares 1,512 Est. Cost $100.69 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $150 Shares 4,896 Est. Cost $30.58 Unrealized 0.0%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $148 Shares 2,547 Est. Cost $58.29 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $147 Shares 10,426 Est. Cost $16.86 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $145 Shares 1,802 Est. Cost $80.29 Unrealized 0.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $144 Shares 5,050 Est. Cost $28.61 Unrealized
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $144 Shares 6,450 Est. Cost $22.35 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $142 Shares 1,277 Est. Cost $103.58 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $142 Shares 926 Est. Cost $152.91 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $138 Shares 943 Est. Cost $146.20 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $138 Shares 396 Est. Cost $314.19 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $136 Shares 509 Est. Cost $231.86 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $131 Shares 775 Est. Cost $155.44 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $129 Shares 2,188 Est. Cost $62.34 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $129 Shares 344 Est. Cost $397.95 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $128 Shares 1,448 Est. Cost $88.59 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $128 Shares 3,128 Est. Cost $40.83 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $124 Shares 1,000 Est. Cost $124.15 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $124 Shares 1,870 Est. Cost $66.16 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $118 Shares 2,985 Est. Cost $40.69 Unrealized 0.0%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $116 Shares 2,045 Est. Cost $56.71 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $115 Shares 319 Est. Cost $361.26 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $115 Shares 179 Est. Cost $643.04 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $112 Shares 2,030 Est. Cost $55.95 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $110 Shares 3,297 Est. Cost $32.74 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $110 Shares 575 Est. Cost $205.00 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $110 Shares 803 Est. Cost $138.06 Unrealized 0.0%
NOV NOV INC COM 0.0%
Value ($000) $108 Shares 5,300 Est. Cost $19.88 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $108 Shares 1,719 Est. Cost $63.78 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $108 Shares 2,050 Est. Cost $52.54 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $108 Shares 185 Est. Cost $582.18 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $107 Shares 2,250 Est. Cost $47.71 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $107 Shares 2,246 Est. Cost $47.57 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $106 Shares 280 Est. Cost $42.39 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $106 Shares 1,160 Est. Cost $86.18 Unrealized 0.0%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $105 Shares 1,894 Est. Cost $59.72 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $103 Shares 2,856 Est. Cost $36.09 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $103 Shares 1,500 Est. Cost $68.41 Unrealized
IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $101 Shares 4,703 Est. Cost $21.56 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $101 Shares 899 Est. Cost $112.45 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $100 Shares 225 Est. Cost $421.70 Unrealized 0.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $97 Shares 1,935 Est. Cost $50.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $97 Shares 2,566 Est. Cost $37.76 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $97 Shares 3,022 Est. Cost $30.38 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $97 Shares 750 Est. Cost $128.84 Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $96 Shares 4,109 Est. Cost $22.62 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $96 Shares 1,392 Est. Cost $68.73 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $95 Shares 1,498 Est. Cost $66.38 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $94 Shares 170 Est. Cost $114.08 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $91 Shares 72 Est. Cost $1271.76 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $89 Shares 1,317 Est. Cost $72.48 Unrealized 0.0%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $89 Shares 2,565 Est. Cost $34.70 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $87 Shares 200 Est. Cost $447.53 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $87 Shares 1,171 Est. Cost $74.59 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $86 Shares 2,188 Est. Cost $40.14 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $86 Shares 1,119 Est. Cost $79.74 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $85 Shares 1,580 Est. Cost $60.59 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $85 Shares 1,203 Est. Cost $70.65 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $85 Shares 2,387 Est. Cost $30.68 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $82 Shares 200 Est. Cost $415.09 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $79 Shares 967 Est. Cost $83.89 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $79 Shares 2,146 Est. Cost $37.24 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $78 Shares 204 Est. Cost $392.65 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $77 Shares 1,695 Est. Cost $46.14 Unrealized 0.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $76 Shares 1,840 Est. Cost $41.37 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $75 Shares 460 Est. Cost $191.29 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $74 Shares 1,782 Est. Cost $36.43 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $73 Shares 290 Est. Cost $256.88 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $72 Shares 1,424 Est. Cost $50.56 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $72 Shares 1,450 Est. Cost $49.43 Unrealized
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $70 Shares 1,405 Est. Cost $50.12 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $70 Shares 1,584 Est. Cost $39.26 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $68 Shares 1,276 Est. Cost $53.49 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $67 Shares 300 Est. Cost $219.09 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $66 Shares 350 Est. Cost $187.81 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $66 Shares 92 Est. Cost $735.97 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $65 Shares 400 Est. Cost $156.39 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $41.82 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 920 Est. Cost $68.34 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $62 Shares 840 Est. Cost $74.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $62 Shares 2,280 Est. Cost $27.20 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $62 Shares 602 Est. Cost $95.99 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $61 Shares 1,766 Est. Cost $34.64 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $60 Shares 1,474 Est. Cost $40.62 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $58 Shares 1,166 Est. Cost $51.53 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $58 Shares 556 Est. Cost $101.44 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $58 Shares 4,600 Est. Cost $12.59 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $58 Shares 1,726 Est. Cost $33.46 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $57 Shares 532 Est. Cost $116.79 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $56 Shares 364 Est. Cost $159.50 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $56 Shares 440 Est. Cost $133.25 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $56 Shares 322 Est. Cost $174.07 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $55 Shares 1,023 Est. Cost $54.38 Unrealized 0.0%
CMCL CALEDONIA MNG CORP PLC SHS NEW 0.0%
Value ($000) $55 Shares 5,810 Est. Cost $10.17 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $55 Shares 205 Est. Cost $269.37 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $55 Shares 459 Est. Cost $132.75 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $55 Shares 382 Est. Cost $158.99 Unrealized 0.0%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $54 Shares 14,200 Est. Cost $5.29 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $52 Shares 945 Est. Cost $55.53 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $52 Shares 936 Est. Cost $55.91 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $52 Shares 800 Est. Cost $66.61 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $52 Shares 400 Est. Cost $139.91 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $52 Shares 1,750 Est. Cost $29.75 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $34.79 Unrealized 0.0%
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.43 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $51 Shares 485 Est. Cost $105.81 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $51 Shares 81 Est. Cost $630.88 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $51 Shares 425 Est. Cost $103.33 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $50 Shares 504 Est. Cost $91.51 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $49 Shares 253 Est. Cost $193.34 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $49 Shares 1,417 Est. Cost $34.28 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $48 Shares 713 Est. Cost $69.90 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $48 Shares 300 Est. Cost $160.35 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $48 Shares 466 Est. Cost $109.30 Unrealized 0.0%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $48 Shares 245 Est. Cost $252.20 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 700 Est. Cost $66.73 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $46.27 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $46 Shares 500 Est. Cost $98.92 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $45 Shares 594 Est. Cost $81.66 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $44 Shares 475 Est. Cost $97.14 Unrealized 0.0%
ZD ZIFF DAVIS INC COM 0.0%
Value ($000) $44 Shares 700 Est. Cost $68.59 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $44 Shares 925 Est. Cost $47.58 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $44 Shares 600 Est. Cost $82.92 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $44 Shares 1,013 Est. Cost $61.92 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $43 Shares 1,065 Est. Cost $40.46 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $43 Shares 873 Est. Cost $48.95 Unrealized 0.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $43 Shares 850 Est. Cost $50.33 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $42 Shares 400 Est. Cost $106.21 Unrealized
HARBORONE BANCORP INC NEW COM NEW 0.0%
Value ($000) $42 Shares 4,488 Est. Cost $9.34 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $42 Shares 594 Est. Cost $77.44 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $41 Shares 400 Est. Cost $100.55 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value ($000) $41 Shares 238 Est. Cost $182.82 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $41 Shares 550 Est. Cost $70.68 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $29.47 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $40 Shares 834 Est. Cost $51.21 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 375 Est. Cost $99.58 Unrealized 0.0%
RSVR RESERVOIR MEDIA INC COM 0.0%
Value ($000) $40 Shares 6,650 Est. Cost $5.61 Unrealized 0.0%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $40 Shares 450 Est. Cost $87.80 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value ($000) $39 Shares 6,200 Est. Cost $6.34 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $39 Shares 812 Est. Cost $50.13 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $39 Shares 2,080 Est. Cost $28.60 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $38 Shares 1,151 Est. Cost $30.50 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $38 Shares 500 Est. Cost $73.48 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $37 Shares 955 Est. Cost $39.04 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $127.23 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $36 Shares 270 Est. Cost $137.83 Unrealized 0.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $36 Shares 1,040 Est. Cost $34.21 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $36 Shares 267 Est. Cost $133.05 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $35 Shares 1,068 Est. Cost $33.12 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $35 Shares 406 Est. Cost $86.53 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $66.53 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $34 Shares 700 Est. Cost $49.84 Unrealized 0.0%
XJR ISHARES ESG SCREENED S&P SMALL-CAP ETF 0.0%
Value ($000) $34 Shares 1,050 Est. Cost $32.74 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $34 Shares 2,700 Est. Cost $13.59 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 673 Est. Cost $49.58 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $33 Shares 304 Est. Cost $115.95 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $32 Shares 180 Est. Cost $170.29 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $32 Shares 231 Est. Cost $140.34 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $31 Shares 2,550 Est. Cost $11.09 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $31 Shares 840 Est. Cost $36.40 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $30 Shares 60 Est. Cost $510.96 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $30 Shares 666 Est. Cost $48.38 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $30 Shares 75 Est. Cost $199.48 Unrealized 0.0%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $30 Shares 400 Est. Cost $81.32 Unrealized 0.0%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $30 Shares 473 Est. Cost $63.07 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $30 Shares 190 Est. Cost $186.58 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $30 Shares 564 Est. Cost $59.18 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $29 Shares 501 Est. Cost $66.20 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $29 Shares 1,700 Est. Cost $17.98 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $29 Shares 236 Est. Cost $120.47 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $29 Shares 483 Est. Cost $59.56 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $29 Shares 470 Est. Cost $68.61 Unrealized 0.0%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $29 Shares 485 Est. Cost $59.00 Unrealized
COCO VITA COCO CO INC COM 0.0%
Value ($000) $29 Shares 1,047 Est. Cost $26.69 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $29 Shares 190 Est. Cost $150.12 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $28 Shares 2,702 Est. Cost $12.48 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $28 Shares 540 Est. Cost $56.82 Unrealized 0.0%
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $28 Shares 929 Est. Cost $30.84 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $28 Shares 150 Est. Cost $184.60 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $28 Shares 250 Est. Cost $105.30 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $28 Shares 94 Est. Cost $312.30 Unrealized 0.0%
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.38 Unrealized 0.0%
ENVA ENOVA INTL INC COM 0.0%
Value ($000) $28 Shares 549 Est. Cost $52.17 Unrealized 0.0%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $17.02 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $27 Shares 720 Est. Cost $37.25 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $27 Shares 287 Est. Cost $84.29 Unrealized 0.0%
CVCO CAVCO INDS INC DEL COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $280.43 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $26 Shares 516 Est. Cost $53.74 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $57.16 Unrealized 0.0%
KAI KADANT INC COM 0.0%
Value ($000) $25 Shares 110 Est. Cost $214.18 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $25 Shares 664 Est. Cost $40.15 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.70 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.15 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $24 Shares 175 Est. Cost $140.40 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $65.91 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $24 Shares 1,423 Est. Cost $17.25 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $84.15 Unrealized 0.0%
ONCY ONCOLYTICS BIOTECH INC COM NEW 0.0%
Value ($000) $24 Shares 11,534 Est. Cost $1.66 Unrealized +47.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $24 Shares 387 Est. Cost $57.97 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $24 Shares 167 Est. Cost $141.55 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $24 Shares 890 Est. Cost $26.48 Unrealized
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 527 Est. Cost $44.63 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $23 Shares 60 Est. Cost $391.41 Unrealized 0.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $23 Shares 235 Est. Cost $96.57 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $23 Shares 830 Est. Cost $31.21 Unrealized 0.0%
PRG PROG HOLDINGS INC COM NPV 0.0%
Value ($000) $23 Shares 700 Est. Cost $33.82 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $22 Shares 700 Est. Cost $35.04 Unrealized 0.0%
AEO AMERICAN EAGLE OUTFITTERS INC COM 0.0%
Value ($000) $22 Shares 1,350 Est. Cost $13.73 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.94 Unrealized 0.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $113.76 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $21 Shares 800 Est. Cost $27.08 Unrealized 0.0%
RPT REALTY 7.25 PFD D CONV 0.0%
Value ($000) $21 Shares 425 Est. Cost $50.37 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $21 Shares 264 Est. Cost $75.82 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $21 Shares 90 Est. Cost $234.06 Unrealized 0.0%
ISHARES IBONDS 2023 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $21 Shares 900 Est. Cost $23.55 Unrealized
RLJ LODGING TR CUM CONV PFD A 0.0%
Value ($000) $21 Shares 875 Est. Cost $23.99 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $21 Shares 398 Est. Cost $55.30 Unrealized 0.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $21 Shares 288 Est. Cost $72.53 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $21 Shares 726 Est. Cost $28.54 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.0%
Value ($000) $21 Shares 326 Est. Cost $63.26 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $20 Shares 25 Est. Cost $781.58 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $41.57 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $20 Shares 892 Est. Cost $23.80 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $193.29 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 530 Est. Cost $37.82 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $20 Shares 315 Est. Cost $64.03 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $20 Shares 1,389 Est. Cost $17.00 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $19 Shares 139 Est. Cost $120.35 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $19 Shares 120 Est. Cost $149.95 Unrealized 0.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $19 Shares 1,355 Est. Cost $14.23 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $19 Shares 540 Est. Cost $36.13 Unrealized 0.0%
ENS ENERSYS COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $100.17 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $19 Shares 401 Est. Cost $46.42 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $18 Shares 41 Est. Cost $450.61 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $18 Shares 210 Est. Cost $87.80 Unrealized
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $18 Shares 470 Est. Cost $39.20 Unrealized
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $26.75 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $18 Shares 280 Est. Cost $63.82 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $18 Shares 175 Est. Cost $104.39 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $18 Shares 132 Est. Cost $133.10 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $17 Shares 89 Est. Cost $196.69 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS INC COM CL A 0.0%
Value ($000) $17 Shares 1,800 Est. Cost $10.98 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $17 Shares 411 Est. Cost $51.65 Unrealized 0.0%
ALCO ALICO INC COM 0.0%
Value ($000) $17 Shares 700 Est. Cost $24.44 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $17 Shares 233 Est. Cost $69.85 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $66.28 Unrealized 0.0%
MGNI MAGNITE INC COM 0.0%
Value ($000) $17 Shares 2,280 Est. Cost $10.78 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $17 Shares 863 Est. Cost $19.42 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $17 Shares 160 Est. Cost $103.23 Unrealized 0.0%
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $162.26 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $124.17 Unrealized 0.0%
LCII LCI INDS COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $113.59 Unrealized 0.0%
ICCC IMMUCELL CORP COM PAR 0.0%
Value ($000) $16 Shares 3,118 Est. Cost $5.07 Unrealized 0.0%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $16 Shares 1,165 Est. Cost $14.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $34.64 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $159.78 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $16 Shares 175 Est. Cost $92.68 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.58 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $16 Shares 635 Est. Cost $25.27 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $16 Shares 647 Est. Cost $24.68 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $16 Shares 706 Est. Cost $22.42 Unrealized
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value ($000) $16 Shares 1,078 Est. Cost $14.56 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $156.94 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $16 Shares 103 Est. Cost $162.82 Unrealized 0.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $15 Shares 394 Est. Cost $41.45 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $15 Shares 275 Est. Cost $59.47 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $15 Shares 565 Est. Cost $27.30 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $15 Shares 230 Est. Cost $60.26 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $15 Shares 134 Est. Cost $109.52 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $15 Shares 212 Est. Cost $71.78 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $15 Shares 55 Est. Cost $277.38 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $15 Shares 105 Est. Cost $147.14 Unrealized 0.0%
ALTERYX INC COM CL A 0.0%
Value ($000) $15 Shares 400 Est. Cost $36.83 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $15 Shares 650 Est. Cost $22.60 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.74 Unrealized 0.0%
TGNA TEGNA INC COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $16.21 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $14 Shares 961 Est. Cost $14.85 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $81.46 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF 0.0%
Value ($000) $14 Shares 159 Est. Cost $89.52 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $14 Shares 146 Est. Cost $96.59 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $14 Shares 462 Est. Cost $30.81 Unrealized 0.0%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $14 Shares 208 Est. Cost $66.92 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $14 Shares 59 Est. Cost $235.73 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $14 Shares 309 Est. Cost $44.91 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $14 Shares 237 Est. Cost $58.31 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $14 Shares 375 Est. Cost $42.32 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $14 Shares 550 Est. Cost $50.66 Unrealized 0.0%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $13 Shares 571 Est. Cost $23.55 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $13 Shares 140 Est. Cost $102.11 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $13 Shares 262 Est. Cost $62.48 Unrealized 0.0%
GLOBAL X FOUNDER-RUN COMPANIES ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.01 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.96 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $13 Shares 40 Est. Cost $333.80 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $13 Shares 275 Est. Cost $50.79 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $12 Shares 546 Est. Cost $22.72 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $74.34 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 180 Est. Cost $76.40 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $12 Shares 228 Est. Cost $52.83 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $20.72 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $12 Shares 112 Est. Cost $133.96 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $12 Shares 279 Est. Cost $49.02 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $12 Shares 350 Est. Cost $30.87 Unrealized 0.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $45.73 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 196 Est. Cost $57.92 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 294 Est. Cost $38.41 Unrealized
NEW RELIC INC COM 0.0%
Value ($000) $11 Shares 130 Est. Cost $85.95 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $86.70 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $11 Shares 150 Est. Cost $69.41 Unrealized 0.0%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $124.59 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $10 Shares 360 Est. Cost $29.54 Unrealized 0.0%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $113.67 Unrealized 0.0%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $10 Shares 222 Est. Cost $45.40 Unrealized
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $10 Shares 555 Est. Cost $18.09 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $10 Shares 50 Est. Cost $199.56 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $10 Shares 368 Est. Cost $34.14 Unrealized 0.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $196.32 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $121.65 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.65 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $49.59 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $10 Shares 485 Est. Cost $21.96 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $112.73 Unrealized 0.0%
NOMD NOMAD FOODS LTD USD ORD SHS 0.0%
Value ($000) $9 Shares 636 Est. Cost $17.30 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.03 Unrealized 0.0%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.14 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $181.38 Unrealized
PHAT PHATHOM PHARMACEUTICALS INC COM 0.0%
Value ($000) $9 Shares 882 Est. Cost $13.72 Unrealized 0.0%
EMQQ EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $29.27 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $9 Shares 503 Est. Cost $17.42 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 121 Est. Cost $71.60 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.36 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.21 Unrealized 0.0%
UTI UNIVERSAL TECHNICAL INST INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.79 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $8 Shares 86 Est. Cost $97.26 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.57 Unrealized 0.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $8 Shares 209 Est. Cost $38.68 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $8 Shares 230 Est. Cost $35.13 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $8 Shares 346 Est. Cost $23.22 Unrealized
XPO XPO INC COM 0.0%
Value ($000) $8 Shares 108 Est. Cost $69.02 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 261 Est. Cost $30.62 Unrealized 0.0%
GNK GENCO SHIPPING & TRADING LTD SHS 0.0%
Value ($000) $8 Shares 550 Est. Cost $13.79 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $115.08 Unrealized 0.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $8 Shares 420 Est. Cost $23.34 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $8 Shares 285 Est. Cost $26.95 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 124 Est. Cost $58.01 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.15 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $7 Shares 4 Est. Cost $38.99 Unrealized 0.0%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $7 Shares 415 Est. Cost $17.92 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 487 Est. Cost $15.18 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $24.49 Unrealized 0.0%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $7 Shares 138 Est. Cost $56.20 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $7 Shares 774 Est. Cost $9.40 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.87 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $7 Shares 76 Est. Cost $97.49 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $7 Shares 104 Est. Cost $57.22 Unrealized 0.0%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 305 Est. Cost $22.98 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $7 Shares 415 Est. Cost $18.45 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $7 Shares 49 Est. Cost $143.94 Unrealized 0.0%
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND 0.0%
Value ($000) $7 Shares 175 Est. Cost $38.86 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 65 Est. Cost $104.46 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $24.20 Unrealized 0.0%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 310 Est. Cost $21.70 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $7 Shares 425 Est. Cost $15.61 Unrealized 0.0%
COHR COHERENT CORP COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $41.06 Unrealized 0.0%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $6 Shares 181 Est. Cost $37.08 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $6 Shares 222 Est. Cost $30.43 Unrealized 0.0%
INGR INGREDION INC COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $103.74 Unrealized 0.0%
TFII TFI INTL INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $126.93 Unrealized 0.0%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $6 Shares 290 Est. Cost $21.72 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $2979.20 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $6 Shares 108 Est. Cost $62.55 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $6 Shares 225 Est. Cost $30.88 Unrealized 0.0%
EVH EVOLENT HEALTH INC CL A 0.0%
Value ($000) $6 Shares 225 Est. Cost $27.80 Unrealized 0.0%
DCI DONALDSON INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.51 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $87.14 Unrealized 0.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 195 Est. Cost $30.12 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 239 Est. Cost $24.30 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 191 Est. Cost $38.80 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $5 Shares 1,040 Est. Cost $5.23 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $5 Shares 975 Est. Cost $5.54 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $115.37 Unrealized 0.0%
EBIX INC COM NEW 0.0%
Value ($000) $5 Shares 600 Est. Cost $8.72 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $5 Shares 385 Est. Cost $13.22 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.11 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $456.59 Unrealized 0.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.49 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $5 Shares 24 Est. Cost $193.08 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $199.88 Unrealized 0.0%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $99.02 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.45 Unrealized 0.0%
CABO CABLE ONE INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $627.53 Unrealized 0.0%
CTS CTS CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.68 Unrealized 0.0%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $4 Shares 7 Est. Cost $567.12 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $213.74 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $4 Shares 3 Est. Cost $1361.65 Unrealized 0.0%
ITRI ITRON INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $68.64 Unrealized 0.0%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.78 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $32.99 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $93.12 Unrealized 0.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 115 Est. Cost $38.51 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $45.29 Unrealized 0.0%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $105.59 Unrealized 0.0%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 160 Est. Cost $26.81 Unrealized 0.0%
LMND LEMONADE INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $16.04 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $164.42 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 221 Est. Cost $15.28 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $102.00 Unrealized 0.0%
SII SPROTT INC COM NEW 0.0%
Value ($000) $3 Shares 106 Est. Cost $31.25 Unrealized 0.0%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $68.11 Unrealized
CLVT 5.25 06/01/24 A CLARIVATE PLC 5.25 PFD CONV A 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.42 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $436.08 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $148.63 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $34.33 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $3 Shares 136 Est. Cost $19.52 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 117 Est. Cost $22.65 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $100.28 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.75 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 375 Est. Cost $7.53 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $25.14 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $122.12 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 300 Est. Cost $8.27 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $522.44 Unrealized 0.0%
RYTM RHYTHM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $22.39 Unrealized 0.0%
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $2 Shares 150 Est. Cost $17.94 Unrealized 0.0%
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.73 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 376 Est. Cost $6.89 Unrealized 0.0%
VMWARE INC CL A COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $166.36 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $20.17 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $2 Shares 120 Est. Cost $19.16 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $2 Shares 234 Est. Cost $9.76 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.33 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $116.39 Unrealized 0.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.69 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $2 Shares 24 Est. Cost $89.34 Unrealized 0.0%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $33.25 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.49 Unrealized 0.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $2 Shares 69 Est. Cost $30.12 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.23 Unrealized
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.36 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 58 Est. Cost $33.53 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $189.84 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $137.41 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 136 Est. Cost $16.57 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.68 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 475 Est. Cost $3.84 Unrealized
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.20 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $2 Shares 163 Est. Cost $10.79 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $43.31 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.17 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $221.43 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.47 Unrealized 0.0%
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $78.55 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $63.17 Unrealized 0.0%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.59 Unrealized 0.0%
FIVN FIVE9 INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $74.83 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 33 Est. Cost $40.42 Unrealized
LFST LIFESTANCE HEALTH GROUP INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.10 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.17 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $21.95 Unrealized 0.0%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.37 Unrealized
SMARTSHEET INC COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.63 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $16.65 Unrealized 0.0%
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.83 Unrealized 0.0%
VERVE THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.78 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.21 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.62 Unrealized 0.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $1 Shares 28 Est. Cost $40.46 Unrealized 0.0%
POOL POOL CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $351.91 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.16 Unrealized 0.0%
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $7.09 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $476.00 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $8.58 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.68 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $110.02 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.38 Unrealized 0.0%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.28 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $205.30 Unrealized 0.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.73 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.70 Unrealized 0.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.65 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $191.85 Unrealized 0.0%
PHR PHREESIA INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.90 Unrealized 0.0%
FSLY FASTLY INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $19.51 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 43 Est. Cost $15.93 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $44.19 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.93 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.14 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.69 Unrealized 0.0%
HCAT HEALTH CATALYST INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.94 Unrealized 0.0%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 20 Est. Cost $28.15 Unrealized 0.0%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $14.87 Unrealized 0.0%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.17 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.96 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 219 Est. Cost $1.71 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.32 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.69 Unrealized 0.0%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.88 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $7.11 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.83 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 187 Est. Cost $0.74 Unrealized
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.55 Unrealized
JOANN INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $0.69 Unrealized
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.25 Unrealized
DIREXION SHS ETF TR DAILY 20 YEAR T 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.60 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.69 Unrealized
CANOO INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.45 Unrealized
ESS TECH INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.80 Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.85 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.56 Unrealized
T2 BIOSYSTEMS INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.29 Unrealized