Community Bank, N.A. Diversified Active

CIK: 0001632187 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $745,968 (100.0% shares, 0.0% debt)

Holdings (382)

AAPL APPLE INC 11.4%
Value ($000) $85,375 Shares 384,349 Est. Cost $86.95 Unrealized +165.4%
IEFA ISHARES CORE MSCI EAFE ETF 3.9%
Value ($000) $28,768 Shares 380,283 Est. Cost $61.16 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.6%
Value ($000) $26,483 Shares 47,132 Est. Cost $258.79 Unrealized
IBM INTL BUSINESS MACHINES CORP 3.3%
Value ($000) $24,274 Shares 97,621 Est. Cost $100.05 Unrealized +139.3%
MSFT MICROSOFT CORP 3.0%
Value ($000) $22,474 Shares 59,871 Est. Cost $75.82 Unrealized +434.3%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $18,355 Shares 74,825 Est. Cost $66.89 Unrealized +275.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.0%
Value ($000) $14,928 Shares 54,317 Est. Cost $104.59 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.8%
Value ($000) $13,291 Shares 217,917 Est. Cost $44.73 Unrealized +24.0%
IJR ISHARES CORE S&P SMALLCAP ETF 1.6%
Value ($000) $12,151 Shares 116,201 Est. Cost $92.08 Unrealized
VOO VANGUARD S&P 500 ETF 1.5%
Value ($000) $11,397 Shares 22,178 Est. Cost $491.02 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $10,769 Shares 51,400 Est. Cost $45.10 Unrealized +320.0%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $10,342 Shares 167,616 Est. Cost $22.52 Unrealized +166.8%
MRK MERCK & COMPANY INC 1.4%
Value ($000) $10,145 Shares 113,021 Est. Cost $47.53 Unrealized +89.6%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value ($000) $9,522 Shares 163,208 Est. Cost $98.42 Unrealized
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $9,413 Shares 207,526 Est. Cost $32.61 Unrealized +21.4%
WMT WAL MART STORES INC 1.3%
Value ($000) $9,413 Shares 107,225 Est. Cost $46.06 Unrealized +101.8%
PEP PEPSICO INC 1.3%
Value ($000) $9,365 Shares 62,457 Est. Cost $81.63 Unrealized +75.8%
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value ($000) $9,063 Shares 158,631 Est. Cost $56.44 Unrealized
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $8,922 Shares 15,950 Est. Cost $216.71 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $8,713 Shares 51,124 Est. Cost $71.44 Unrealized +129.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $8,121 Shares 22,492 Est. Cost $105.45 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $7,903 Shares 47,656 Est. Cost $90.32 Unrealized +68.8%
AVGO BROADCOM INC 1.0%
Value ($000) $7,711 Shares 46,056 Est. Cost $146.86 Unrealized +42.9%
AMZN AMAZON.COM INC 1.0%
Value ($000) $7,589 Shares 39,887 Est. Cost $135.86 Unrealized +59.7%
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $7,446 Shares 48,152 Est. Cost $116.97 Unrealized +54.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $7,357 Shares 136,309 Est. Cost $54.59 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $6,956 Shares 97,133 Est. Cost $33.09 Unrealized +96.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,726 Shares 56,556 Est. Cost $64.19 Unrealized +67.0%
CBU COMMUNITY FINANCIAL SYS INC 0.9%
Value ($000) $6,487 Shares 114,081 Est. Cost $48.63 Unrealized +23.6%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,271 Shares 11,756 Est. Cost $264.61 Unrealized
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $5,994 Shares 54,668 Est. Cost $54.68 Unrealized +117.2%
AVDV AVANTIS INTERNATIONAL ETF 0.8%
Value ($000) $5,802 Shares 83,196 Est. Cost $69.54 Unrealized
CVX CHEVRON CORP 0.8%
Value ($000) $5,642 Shares 33,728 Est. Cost $73.96 Unrealized +103.5%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value ($000) $5,439 Shares 28,908 Est. Cost $119.47 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $5,283 Shares 16,018 Est. Cost $111.24 Unrealized +216.4%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $5,273 Shares 39,753 Est. Cost $48.59 Unrealized +158.3%
PEG PUBLIC SVC ENTERPRISE GROUP 0.7%
Value ($000) $5,248 Shares 63,769 Est. Cost $30.88 Unrealized +162.2%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $5,230 Shares 48,252 Est. Cost $92.86 Unrealized +36.4%
AVUV AVANTIS US SMALLCAP VALUE 0.7%
Value ($000) $5,000 Shares 57,355 Est. Cost $90.55 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $4,991 Shares 32,491 Est. Cost $98.50 Unrealized +62.1%
AMGN AMGEN INC 0.7%
Value ($000) $4,939 Shares 15,853 Est. Cost $166.53 Unrealized +72.5%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $4,844 Shares 26,956 Est. Cost $66.26 Unrealized +175.0%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $4,832 Shares 19,482 Est. Cost $75.08 Unrealized +233.9%
V VISA INC CLASS A 0.6%
Value ($000) $4,831 Shares 13,786 Est. Cost $158.12 Unrealized +112.7%
RTX RTX CORP 0.6%
Value ($000) $4,782 Shares 36,104 Est. Cost $60.55 Unrealized +106.1%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $4,752 Shares 43,205 Est. Cost $98.57 Unrealized +14.3%
IWS ISHARES RUSSELL MIDCAP VALUE 0.6%
Value ($000) $4,611 Shares 36,608 Est. Cost $75.98 Unrealized
LOW LOWES COMPANIES INC 0.6%
Value ($000) $4,581 Shares 19,643 Est. Cost $76.56 Unrealized +216.2%
CB CHUBB LTD 0.6%
Value ($000) $4,529 Shares 14,999 Est. Cost $135.78 Unrealized +103.4%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,233 Shares 13,552 Est. Cost $113.91 Unrealized +157.1%
AEP AMERICAN ELECTRIC POWER CO 0.6%
Value ($000) $4,233 Shares 38,735 Est. Cost $69.98 Unrealized +40.7%
GLW CORNING INC 0.6%
Value ($000) $4,193 Shares 91,618 Est. Cost $28.00 Unrealized +73.4%
T AT&T INC 0.6%
Value ($000) $4,139 Shares 146,405 Est. Cost $13.62 Unrealized +78.8%
NUE NUCOR CORP 0.6%
Value ($000) $4,122 Shares 34,252 Est. Cost $39.54 Unrealized +220.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,035 Shares 56,932 Est. Cost $57.16 Unrealized +20.1%
PFF ISHARES US PREFERRED STOCK 0.5%
Value ($000) $3,742 Shares 121,796 Est. Cost $34.74 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,644 Shares 6,958 Est. Cost $148.61 Unrealized +236.1%
CMI CUMMINS INC 0.5%
Value ($000) $3,536 Shares 11,281 Est. Cost $107.29 Unrealized +222.6%
FLCA FRANKLIN FTSE CANADA 0.5%
Value ($000) $3,528 Shares 94,808 Est. Cost $34.80 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,503 Shares 9,559 Est. Cost $148.97 Unrealized +155.6%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $3,482 Shares 11,398 Est. Cost $68.31 Unrealized +332.4%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,457 Shares 84,009 Est. Cost $38.23 Unrealized +11.7%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,376 Shares 40,725 Est. Cost $56.04 Unrealized +43.9%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value ($000) $3,184 Shares 135,914 Est. Cost $40.36 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $2,893 Shares 9,810 Est. Cost $213.70 Unrealized +40.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,866 Shares 13,534 Est. Cost $139.88 Unrealized +41.8%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $2,795 Shares 6,426 Est. Cost $360.46 Unrealized +9.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,791 Shares 6,248 Est. Cost $312.63 Unrealized +43.4%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,731 Shares 27,838 Est. Cost $77.21 Unrealized +30.8%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,714 Shares 29,039 Est. Cost $42.37 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,603 Shares 21,084 Est. Cost $75.09 Unrealized +58.8%
SYK STRYKER CORP 0.3%
Value ($000) $2,546 Shares 6,839 Est. Cost $129.59 Unrealized +191.0%
KCE SPDR S&P CAPITAL MARKETS 0.3%
Value ($000) $2,465 Shares 19,540 Est. Cost $131.74 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $2,399 Shares 2,905 Est. Cost $179.19 Unrealized +361.4%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.3%
Value ($000) $2,386 Shares 69,207 Est. Cost $32.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,385 Shares 29,187 Est. Cost $61.36 Unrealized
EMXC ISHARES MSCI EM EX CHINA 0.3%
Value ($000) $2,295 Shares 41,651 Est. Cost $55.32 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $2,285 Shares 31,431 Est. Cost $75.17 Unrealized +3.9%
PFE PFIZER INC 0.3%
Value ($000) $2,274 Shares 89,748 Est. Cost $22.84 Unrealized +8.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,266 Shares 22,956 Est. Cost $96.29 Unrealized +10.4%
TGT TARGET CORP 0.3%
Value ($000) $2,249 Shares 21,551 Est. Cost $135.62 Unrealized -11.4%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value ($000) $2,220 Shares 26,833 Est. Cost $82.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,200 Shares 4,422 Est. Cost $408.59 Unrealized +32.1%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,113 Shares 28,297 Est. Cost $26.11 Unrealized +22.1%
DE DEERE & COMPANY 0.3%
Value ($000) $2,067 Shares 4,404 Est. Cost $373.64 Unrealized +23.5%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $2,062 Shares 11,730 Est. Cost $102.44 Unrealized +79.0%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.3%
Value ($000) $2,033 Shares 40,092 Est. Cost $50.78 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VIFT ENERGY INCOME 0.3%
Value ($000) $2,028 Shares 100,000 Est. Cost $20.28 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,982 Shares 8,391 Est. Cost $154.36 Unrealized +52.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $1,966 Shares 43,441 Est. Cost $41.71 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $1,915 Shares 67,162 Est. Cost $14.93 Unrealized +78.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,872 Shares 27,631 Est. Cost $58.59 Unrealized -1.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.2%
Value ($000) $1,836 Shares 33,104 Est. Cost $48.54 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1,798 Shares 15,408 Est. Cost $67.39 Unrealized +86.8%
EOG EOG RESOURCES INC 0.2%
Value ($000) $1,770 Shares 13,805 Est. Cost $106.11 Unrealized +17.9%
KVUE KENVUE INC 0.2%
Value ($000) $1,763 Shares 73,553 Est. Cost $20.12 Unrealized +6.2%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,724 Shares 64,671 Est. Cost $28.70 Unrealized -15.0%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,708 Shares 35,586 Est. Cost $58.56 Unrealized -20.1%
CSX CSX CORP 0.2%
Value ($000) $1,697 Shares 57,660 Est. Cost $27.61 Unrealized +13.4%
BLK BLACKROCK INC 0.2%
Value ($000) $1,680 Shares 1,775 Est. Cost $991.05 Unrealized -2.9%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $1,626 Shares 20,623 Est. Cost $73.98 Unrealized
MBB ISHARES TR BARCLYS MBS BD 0.2%
Value ($000) $1,618 Shares 17,256 Est. Cost $94.77 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.2%
Value ($000) $1,572 Shares 40,514 Est. Cost $36.77 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,555 Shares 16,600 Est. Cost $64.56 Unrealized +36.1%
CRM SALESFORCE INC 0.2%
Value ($000) $1,548 Shares 5,767 Est. Cost $264.21 Unrealized +17.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,543 Shares 5,737 Est. Cost $75.29 Unrealized +288.4%
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,533 Shares 25,642 Est. Cost $40.25 Unrealized +44.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,516 Shares 5,561 Est. Cost $137.00 Unrealized +86.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,505 Shares 6,355 Est. Cost $123.91 Unrealized +93.2%
DMLP DORCHESTER MINERALS LP 0.2%
Value ($000) $1,504 Shares 50,010 Est. Cost $12.78 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $1,498 Shares 39,571 Est. Cost $38.63 Unrealized -2.1%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $1,473 Shares 2,715 Est. Cost $217.23 Unrealized
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value ($000) $1,434 Shares 14,466 Est. Cost $70.54 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $1,409 Shares 26,453 Est. Cost $50.63 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,398 Shares 19,590 Est. Cost $58.62 Unrealized +28.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,330 Shares 6,858 Est. Cost $81.14 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,278 Shares 6,406 Est. Cost $156.47 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,275 Shares 4,425 Est. Cost $130.24 Unrealized
USB US BANCORP 0.2%
Value ($000) $1,226 Shares 29,030 Est. Cost $33.22 Unrealized +33.0%
MET METLIFE INC 0.2%
Value ($000) $1,224 Shares 15,244 Est. Cost $72.78 Unrealized +11.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,143 Shares 6,701 Est. Cost $175.61 Unrealized +5.3%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $1,138 Shares 10,094 Est. Cost $84.46 Unrealized +39.4%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $1,133 Shares 7,255 Est. Cost $108.78 Unrealized +67.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $1,116 Shares 17,590 Est. Cost $60.14 Unrealized +19.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,115 Shares 10,617 Est. Cost $47.42 Unrealized +104.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,111 Shares 4,201 Est. Cost $107.84 Unrealized +127.6%
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $1,093 Shares 1,995 Est. Cost $278.91 Unrealized +94.3%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,089 Shares 4,400 Est. Cost $107.90 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $1,077 Shares 2,296 Est. Cost $244.42 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,048 Shares 4,527 Est. Cost $127.22 Unrealized +71.7%
DOW DOW INC 0.1%
Value ($000) $971 Shares 27,822 Est. Cost $35.28 Unrealized +1.9%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $949 Shares 7,940 Est. Cost $58.04 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $946 Shares 23,928 Est. Cost $45.96 Unrealized -20.1%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $920 Shares 10,705 Est. Cost $55.61 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.1%
Value ($000) $920 Shares 18,320 Est. Cost $55.56 Unrealized -2.1%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $919 Shares 20,000 Est. Cost $25.15 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value ($000) $904 Shares 27,211 Est. Cost $32.69 Unrealized
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value ($000) $896 Shares 13,629 Est. Cost $52.58 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $882 Shares 4,055 Est. Cost $203.71 Unrealized -7.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $830 Shares 7,233 Est. Cost $141.90 Unrealized -13.2%
AME AMETEK INC 0.1%
Value ($000) $826 Shares 4,800 Est. Cost $90.92 Unrealized +98.7%
EXC EXELON CORP 0.1%
Value ($000) $825 Shares 17,910 Est. Cost $22.22 Unrealized +82.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $816 Shares 4,280 Est. Cost $117.50 Unrealized
NBTB NBT BANCORP INC 0.1%
Value ($000) $806 Shares 18,795 Est. Cost $29.52 Unrealized +56.6%
EFX EQUIFAX INC 0.1%
Value ($000) $792 Shares 3,250 Est. Cost $132.13 Unrealized +88.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $787 Shares 7,028 Est. Cost $57.64 Unrealized +74.4%
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $760 Shares 18,641 Est. Cost $35.67 Unrealized
ACLO TCW ETF TRUST AAA CLO ETF 0.1%
Value ($000) $755 Shares 15,000 Est. Cost $50.30 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $738 Shares 8,151 Est. Cost $81.56 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $734 Shares 7,911 Est. Cost $84.04 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $733 Shares 12,440 Est. Cost $33.70 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $725 Shares 17,371 Est. Cost $24.32 Unrealized +79.4%
MCK MCKESSON CORP 0.1%
Value ($000) $713 Shares 1,060 Est. Cost $161.50 Unrealized +281.4%
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $709 Shares 19,214 Est. Cost $31.06 Unrealized +12.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $667 Shares 4,690 Est. Cost $101.17 Unrealized +28.3%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value ($000) $664 Shares 2,900 Est. Cost $134.38 Unrealized +69.2%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $632 Shares 5,000 Est. Cost $79.13 Unrealized +97.4%
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $608 Shares 10,175 Est. Cost $21.03 Unrealized +163.5%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $600 Shares 1,237 Est. Cost $440.83 Unrealized +5.7%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value ($000) $595 Shares 11,375 Est. Cost $52.15 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $593 Shares 24,654 Est. Cost $14.31 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $559 Shares 4,800 Est. Cost $102.72 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value ($000) $552 Shares 10,806 Est. Cost $29.37 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $547 Shares 2,647 Est. Cost $68.53 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.1%
Value ($000) $545 Shares 9,465 Est. Cost $60.61 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $538 Shares 6,800 Est. Cost $53.64 Unrealized +34.1%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $531 Shares 450 Est. Cost $722.02 Unrealized +76.9%
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value ($000) $507 Shares 6,312 Est. Cost $37.24 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $507 Shares 2,533 Est. Cost $57.69 Unrealized +239.3%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.1%
Value ($000) $500 Shares 6,336 Est. Cost $79.61 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $451 Shares 3,090 Est. Cost $109.90 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $436 Shares 1,605 Est. Cost $90.11 Unrealized +242.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $434 Shares 6,400 Est. Cost $45.07 Unrealized +32.6%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $423 Shares 5,184 Est. Cost $64.32 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.1%
Value ($000) $409 Shares 13,000 Est. Cost $31.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.1%
Value ($000) $405 Shares 760 Est. Cost $232.81 Unrealized +108.8%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $395 Shares 1,065 Est. Cost $254.25 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.1%
Value ($000) $381 Shares 10,894 Est. Cost $36.30 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $367 Shares 2,000 Est. Cost $137.47 Unrealized +29.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $341 Shares 625 Est. Cost $590.71 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $338 Shares 666 Est. Cost $274.96 Unrealized +84.6%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $337 Shares 4,045 Est. Cost $97.04 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value ($000) $331 Shares 1,677 Est. Cost $133.43 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $326 Shares 350 Est. Cost $42.66 Unrealized +122.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $320 Shares 2,075 Est. Cost $92.17 Unrealized +55.3%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $303 Shares 2,680 Est. Cost $130.28 Unrealized -18.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $295 Shares 2,000 Est. Cost $110.54 Unrealized +16.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $288 Shares 2,600 Est. Cost $59.81 Unrealized +59.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $276 Shares 1,739 Est. Cost $63.74 Unrealized +114.9%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $267 Shares 1,030 Est. Cost $214.69 Unrealized +55.2%
ORCL ORACLE CORP 0.0%
Value ($000) $265 Shares 1,898 Est. Cost $47.25 Unrealized +241.9%
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $262 Shares 4,235 Est. Cost $40.83 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value ($000) $260 Shares 3,545 Est. Cost $78.72 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $259 Shares 9,060 Est. Cost $36.44 Unrealized -17.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $251 Shares 2,498 Est. Cost $29.40 Unrealized +218.8%
JBBB JANUS HENDERSON B-BBB CLO 0.0%
Value ($000) $243 Shares 4,987 Est. Cost $48.66 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $241 Shares 2,569 Est. Cost $47.36 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $236 Shares 1,322 Est. Cost $101.35 Unrealized +82.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $99.22 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value ($000) $220 Shares 3,500 Est. Cost $46.77 Unrealized +37.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $66.06 Unrealized +60.2%
VB VANGUARD SMALLCAP ETF 0.0%
Value ($000) $219 Shares 988 Est. Cost $135.45 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value ($000) $210 Shares 2,570 Est. Cost $61.44 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $207 Shares 3,337 Est. Cost $55.47 Unrealized
AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT 0.0%
Value ($000) $206 Shares 3,432 Est. Cost $60.17 Unrealized
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value ($000) $199 Shares 2,085 Est. Cost $108.36 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $196 Shares 2,715 Est. Cost $86.72 Unrealized -8.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $192 Shares 630 Est. Cost $158.10 Unrealized +120.2%
USFR WISDOMTREE FLOATING RATE TSY 0.0%
Value ($000) $191 Shares 3,795 Est. Cost $50.31 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.0%
Value ($000) $186 Shares 1,000 Est. Cost $108.04 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $182 Shares 2,875 Est. Cost $30.49 Unrealized +115.7%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $181 Shares 1,628 Est. Cost $90.29 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $170 Shares 2,877 Est. Cost $51.38 Unrealized +6.7%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value ($000) $162 Shares 2,140 Est. Cost $78.11 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $161 Shares 280 Est. Cost $193.66 Unrealized +232.2%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value ($000) $156 Shares 3,130 Est. Cost $31.44 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $154 Shares 765 Est. Cost $190.64 Unrealized +39.9%
MMM 3M COMPANY 0.0%
Value ($000) $154 Shares 1,050 Est. Cost $98.38 Unrealized +47.0%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value ($000) $149 Shares 1,140 Est. Cost $103.47 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $149 Shares 2,000 Est. Cost $116.22 Unrealized -36.7%
INTC INTEL CORP 0.0%
Value ($000) $148 Shares 6,540 Est. Cost $30.35 Unrealized -27.9%
SO SOUTHERN COMPANY 0.0%
Value ($000) $143 Shares 1,550 Est. Cost $40.88 Unrealized +105.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $138 Shares 800 Est. Cost $169.30 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $132 Shares 1,765 Est. Cost $33.25 Unrealized +114.4%
L LOEWS CORP 0.0%
Value ($000) $119 Shares 1,300 Est. Cost $35.50 Unrealized +140.4%
BA BOEING COMPANY 0.0%
Value ($000) $119 Shares 700 Est. Cost $134.65 Unrealized +28.5%
ROP ROPER INDS INC 0.0%
Value ($000) $118 Shares 200 Est. Cost $333.07 Unrealized +67.4%
TMUS T MOBILE US INC 0.0%
Value ($000) $112 Shares 420 Est. Cost $138.73 Unrealized +75.2%
VCIT VANGUARD INTERM TERM CORP BDETF 0.0%
Value ($000) $109 Shares 1,334 Est. Cost $80.27 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $106 Shares 600 Est. Cost $136.08 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $106 Shares 1,350 Est. Cost $79.76 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $102 Shares 200 Est. Cost $181.39 Unrealized +159.1%
ECL ECOLAB INC 0.0%
Value ($000) $101 Shares 400 Est. Cost $149.57 Unrealized +66.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $101 Shares 1,406 Est. Cost $40.08 Unrealized +83.9%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $93 Shares 187 Est. Cost $88.71 Unrealized +457.6%
DHR DANAHER CORP 0.0%
Value ($000) $89 Shares 435 Est. Cost $148.82 Unrealized +45.8%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value ($000) $86 Shares 3,550 Est. Cost $29.61 Unrealized -13.5%
SLB SLB 0.0%
Value ($000) $85 Shares 2,034 Est. Cost $57.18 Unrealized -30.2%
BN BROOKFIELD CORP NPV 0.0%
Value ($000) $80 Shares 1,528 Est. Cost $21.90 Unrealized +71.6%
IGSB ISHARES SHORT TERM CORP BOND 0.0%
Value ($000) $80 Shares 1,520 Est. Cost $77.37 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $75 Shares 1,250 Est. Cost $29.52 Unrealized +72.8%
STT STATE STREET CORP 0.0%
Value ($000) $72 Shares 800 Est. Cost $60.59 Unrealized +53.1%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $71 Shares 2,333 Est. Cost $35.47 Unrealized -20.1%
NGG NATIONAL GRID PLC ADR 0.0%
Value ($000) $70 Shares 1,073 Est. Cost $63.43 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $70 Shares 150 Est. Cost $322.30 Unrealized +37.9%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $67 Shares 847 Est. Cost $85.91 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $65 Shares 2,110 Est. Cost $15.59 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $64 Shares 671 Est. Cost $100.05 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value ($000) $63 Shares 1,034 Est. Cost $57.40 Unrealized
NUVEEN AMT FREE MUNI CR INC 0.0%
Value ($000) $62 Shares 5,000 Est. Cost $12.67 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $60 Shares 3,000 Est. Cost $9.88 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $59 Shares 154 Est. Cost $340.55 Unrealized +25.9%
GEHC GE HEALTHCARE TECH 0.0%
Value ($000) $59 Shares 728 Est. Cost $71.08 Unrealized +20.7%
CROX CROCS INC 0.0%
Value ($000) $58 Shares 550 Est. Cost $93.99 Unrealized +10.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $58 Shares 5,800 Est. Cost $9.65 Unrealized -4.3%
AFL AFLAC INC 0.0%
Value ($000) $58 Shares 520 Est. Cost $75.75 Unrealized +37.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $57 Shares 1,288 Est. Cost $25.08 Unrealized +65.1%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $57 Shares 950 Est. Cost $46.43 Unrealized +25.4%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value ($000) $56 Shares 2,700 Est. Cost $20.67 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $54 Shares 1,218 Est. Cost $33.02 Unrealized +41.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $53 Shares 158 Est. Cost $359.02 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $51 Shares 150 Est. Cost $207.93 Unrealized +59.5%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $50 Shares 344 Est. Cost $37.88 Unrealized +283.2%
CLIP GLOBAL X 1-3 MNTH T-BILL ETF 0.0%
Value ($000) $50 Shares 498 Est. Cost $100.47 Unrealized
FCNCA FIRST CITIZENS BANCSHARES 0.0%
Value ($000) $44 Shares 24 Est. Cost $2029.02 Unrealized 0.0%
TJX TJX COMPANIES 0.0%
Value ($000) $43 Shares 350 Est. Cost $44.76 Unrealized +168.3%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value ($000) $42 Shares 419 Est. Cost $100.46 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $41 Shares 400 Est. Cost $47.48 Unrealized +102.6%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value ($000) $39 Shares 955 Est. Cost $46.07 Unrealized
TS TENARIS SA ADR 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $30.06 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $39 Shares 394 Est. Cost $32.05 Unrealized +196.3%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $9.98 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $39 Shares 82 Est. Cost $184.28 Unrealized +156.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $37 Shares 1,098 Est. Cost $24.40 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value ($000) $37 Shares 1,837 Est. Cost $20.16 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $36 Shares 680 Est. Cost $39.71 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $32 Shares 575 Est. Cost $49.63 Unrealized +6.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $32 Shares 400 Est. Cost $81.59 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $32 Shares 73 Est. Cost $441.57 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $32 Shares 1,700 Est. Cost $12.92 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $15.37 Unrealized +116.9%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $30 Shares 2,600 Est. Cost $23.42 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value ($000) $29 Shares 480 Est. Cost $57.83 Unrealized +13.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $28 Shares 316 Est. Cost $54.23 Unrealized +66.7%
JBL JABIL CIRCUIT INC. 0.0%
Value ($000) $27 Shares 200 Est. Cost $31.79 Unrealized +383.1%
CTVA CORTEVA INC 0.0%
Value ($000) $27 Shares 425 Est. Cost $27.43 Unrealized +123.4%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value ($000) $26 Shares 638 Est. Cost $33.36 Unrealized
GAP GAP INC 0.0%
Value ($000) $26 Shares 1,254 Est. Cost $22.43 Unrealized -2.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $181.80 Unrealized +51.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $26 Shares 655 Est. Cost $13.89 Unrealized +193.0%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value ($000) $25 Shares 210 Est. Cost $88.50 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $25 Shares 468 Est. Cost $64.85 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $83.07 Unrealized +167.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $24 Shares 215 Est. Cost $53.73 Unrealized +102.8%
WBS WEBSTER FINANCIAL CORP 0.0%
Value ($000) $24 Shares 463 Est. Cost $59.37 Unrealized -6.3%
O REALTY INCOME CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $49.66 Unrealized +5.9%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $23 Shares 260 Est. Cost $132.89 Unrealized -44.0%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $19.22 Unrealized +15.8%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $14.66 Unrealized +42.2%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $22 Shares 250 Est. Cost $64.41 Unrealized +48.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $22 Shares 210 Est. Cost $41.81 Unrealized +156.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $21 Shares 400 Est. Cost $33.78 Unrealized +56.1%
IXJ ISHARES GLOBAL HEALTHCARE 0.0%
Value ($000) $21 Shares 230 Est. Cost $84.18 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $21 Shares 132 Est. Cost $44.81 Unrealized +210.9%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $21 Shares 100 Est. Cost $98.38 Unrealized +94.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $20 Shares 98 Est. Cost $188.66 Unrealized 0.0%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value ($000) $20 Shares 160 Est. Cost $128.43 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $20 Shares 75 Est. Cost $242.42 Unrealized 0.0%
ARI APOLLO COMM REAL ESTATE 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $10.50 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.70 Unrealized +22.7%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value ($000) $19 Shares 67 Est. Cost $336.52 Unrealized +1.5%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value ($000) $19 Shares 382 Est. Cost $27.10 Unrealized +95.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $100.68 Unrealized +26.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 192 Est. Cost $68.60 Unrealized +27.4%
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.0%
Value ($000) $17 Shares 240 Est. Cost $70.42 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $17 Shares 500 Est. Cost $37.48 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $206.44 Unrealized +46.3%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $16 Shares 2,402 Est. Cost $6.80 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value ($000) $15 Shares 125 Est. Cost $79.45 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $14 Shares 660 Est. Cost $15.46 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $13 Shares 139 Est. Cost $64.78 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $47.89 Unrealized +73.0%
CAPL CROSSAMERICA PTN LP UT LTD 0.0%
Value ($000) $12 Shares 500 Est. Cost $22.00 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $12 Shares 40 Est. Cost $206.82 Unrealized +62.6%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $3.95 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $12 Shares 625 Est. Cost $15.82 Unrealized +27.6%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value ($000) $11 Shares 730 Est. Cost $19.92 Unrealized -21.2%
DGII DIGI INTL INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $10.69 Unrealized +188.6%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $11 Shares 65 Est. Cost $104.37 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 125 Est. Cost $32.93 Unrealized +150.7%
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 40 Est. Cost $226.10 Unrealized +12.2%
AMCOR PLC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $8.76 Unrealized +10.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.67 Unrealized +33.1%
EQT EQT CORPORATION 0.0%
Value ($000) $9 Shares 175 Est. Cost $33.40 Unrealized +51.3%
MUR MURPHY OIL CORPORATION 0.0%
Value ($000) $9 Shares 328 Est. Cost $30.71 Unrealized -13.2%
AGCO AGCO CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $64.19 Unrealized +50.4%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $111.16 Unrealized +39.5%
RDDT REDDIT CLASS A 0.0%
Value ($000) $8 Shares 80 Est. Cost $52.71 Unrealized +213.6%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $58.40 Unrealized
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value ($000) $8 Shares 425 Est. Cost $38.79 Unrealized -27.6%
KEY KEYCORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $10.83 Unrealized +50.0%
BCE BCE INC 0.0%
Value ($000) $8 Shares 340 Est. Cost $33.07 Unrealized -33.3%
BHP BHP GROUP LTD ADR 0.0%
Value ($000) $7 Shares 150 Est. Cost $44.58 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $7 Shares 220 Est. Cost $38.65 Unrealized -13.3%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.05 Unrealized
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value ($000) $7 Shares 380 Est. Cost $18.54 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $14.08 Unrealized +191.7%
EL ESTEE LAUDER COMP INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $175.92 Unrealized -59.5%
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.92 Unrealized +44.3%
VALE VALE SA SPONSORED ADS 0.0%
Value ($000) $6 Shares 600 Est. Cost $15.86 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.00 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $8.28 Unrealized -49.1%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $3.18 Unrealized +130.1%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $5 Shares 323 Est. Cost $44.50 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $61.89 Unrealized -56.8%
GABELLI HLTHCARE & WELLNESS 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.64 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.65 Unrealized +31.7%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $23.55 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $41.50 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.85 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value ($000) $3 Shares 146 Est. Cost $23.01 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $3 Shares 27 Est. Cost $60.37 Unrealized +83.1%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value ($000) $3 Shares 17 Est. Cost $171.43 Unrealized
ZIMVIE INC 0.0%
Value ($000) $3 Shares 260 Est. Cost $21.84 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.85 Unrealized -21.2%
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.25 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $41.99 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $2 Shares 75 Est. Cost $25.32 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.83 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 50 Est. Cost $71.59 Unrealized -40.8%
AIM IMMUNOTECH INC 0.0%
Value ($000) $2 Shares 13,226 Est. Cost $2.27 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $164.97 Unrealized -78.5%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $1 Shares 299 Est. Cost $7.80 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.24 Unrealized -15.2%
REGULUS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.45 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.00 Unrealized
FLG NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.59 Unrealized +5.9%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.04 Unrealized -29.4%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized +73.6%
BB BLACKBERRY LTD NPV 0.0%
Value ($000) $0 Shares 83 Est. Cost $5.49 Unrealized -17.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -43.9%
CEL SCI CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $8.92 Unrealized