Community Bank, N.A. Diversified Active

Location: DeWitt, NY

CIK: 0001632187 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $846M (100.0% shares, 0.0% debt)

Holdings (488)

AAPL APPLE INC 12.1%
Value $102M Shares 376,338 Est. Cost $86.95 Unrealized +208.6%
IVV ISHARES CORE S&P 500 ETF 3.8%
Value $32.08M Shares 46,832 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.5%
Value $29.96M Shares 334,954 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 3.3%
Value $28.32M Shares 58,553 Est. Cost $75.82 Unrealized +560.2%
IBM INTL BUSINESS MACHINES CORP 3.2%
Value $26.68M Shares 90,090 Est. Cost $110.87 Unrealized +169.5%
JPM JPMORGAN CHASE & CO 2.6%
Value $22.32M Shares 69,259 Est. Cost $66.89 Unrealized +362.8%
VOO VANGUARD S&P 500 ETF 2.0%
Value $16.76M Shares 26,731 Est. Cost $504.18 Unrealized
GOOGL ALPHABET INC CLASS A 1.9%
Value $15.8M Shares 50,477 Est. Cost $120.63 Unrealized +136.7%
IJR ISHARES CORE S&P SMALLCAP ETF 1.6%
Value $13.74M Shares 114,312 Est. Cost $92.08 Unrealized
AVGO BROADCOM INC 1.6%
Value $13.16M Shares 38,022 Est. Cost $146.86 Unrealized +143.1%
MRK MERCK & COMPANY INC 1.4%
Value $12.18M Shares 115,751 Est. Cost $48.13 Unrealized +93.7%
CSCO CISCO SYSTEMS INC 1.4%
Value $11.73M Shares 152,280 Est. Cost $22.52 Unrealized +227.6%
BMY BRISTOL MYERS SQUIBB COMPANY 1.3%
Value $11.4M Shares 211,380 Est. Cost $44.78 Unrealized +6.1%
ABBV ABBVIE INC 1.3%
Value $11.13M Shares 48,714 Est. Cost $45.10 Unrealized +404.6%
IJH ISHARES CORE S&P MIDCAP ETF 1.3%
Value $10.8M Shares 163,605 Est. Cost $98.42 Unrealized
WMT WAL MART STORES INC 1.3%
Value $10.69M Shares 95,928 Est. Cost $46.06 Unrealized +132.7%
SPY SPDR S&P 500 ETF 1.2%
Value $10.56M Shares 15,491 Est. Cost $216.71 Unrealized
AMZN AMAZON.COM INC 1.2%
Value $10.54M Shares 45,683 Est. Cost $146.51 Unrealized +56.2%
JEPI JPMORGAN EQUITY PREMIUM INC 1.2%
Value $10.15M Shares 177,251 Est. Cost $56.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value $9.887M Shares 20,889 Est. Cost $105.45 Unrealized
PEP PEPSICO INC 1.2%
Value $9.776M Shares 68,119 Est. Cost $86.32 Unrealized +69.0%
JNJ JOHNSON & JOHNSON 1.1%
Value $9.698M Shares 46,863 Est. Cost $90.32 Unrealized +118.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value $9.273M Shares 137,954 Est. Cost $54.69 Unrealized
CAT CATERPILLAR INC 1.0%
Value $8.765M Shares 15,301 Est. Cost $117.77 Unrealized +371.7%
NVDA NVIDIA CORPORATION 1.0%
Value $8.717M Shares 46,740 Est. Cost $94.16 Unrealized +97.7%
VZ VERIZON COMMUNICATIONS 1.0%
Value $8.387M Shares 205,966 Est. Cost $32.91 Unrealized +23.0%
PG PROCTER & GAMBLE CO 1.0%
Value $8.081M Shares 56,389 Est. Cost $80.62 Unrealized +82.5%
AVDV AVANTIS INTERNATIONAL ETF 0.9%
Value $7.999M Shares 85,128 Est. Cost $69.93 Unrealized
EMR EMERSON ELECTRIC CO 0.9%
Value $7.343M Shares 55,324 Est. Cost $55.72 Unrealized +137.6%
XOM EXXON MOBIL CORP 0.9%
Value $7.338M Shares 60,974 Est. Cost $67.59 Unrealized +70.9%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value $6.756M Shares 11,199 Est. Cost $264.61 Unrealized
RTX RTX CORP 0.8%
Value $6.363M Shares 34,693 Est. Cost $60.55 Unrealized +186.3%
KO COCA COLA COMPANY 0.8%
Value $6.348M Shares 90,811 Est. Cost $33.09 Unrealized +109.7%
CBU COMMUNITY FINANCIAL SYS INC 0.7%
Value $5.888M Shares 102,512 Est. Cost $48.83 Unrealized +17.1%
AVUV AVANTIS US SMALLCAP VALUE 0.7%
Value $5.826M Shares 57,130 Est. Cost $90.55 Unrealized
QCOM QUALCOMM INC 0.7%
Value $5.619M Shares 32,849 Est. Cost $99.76 Unrealized +71.2%
GLW CORNING INC 0.7%
Value $5.609M Shares 64,054 Est. Cost $28.00 Unrealized +207.1%
IWD ISHARES RUSSELL 1000 VALUE 0.6%
Value $5.441M Shares 25,869 Est. Cost $119.47 Unrealized
CMI CUMMINS INC 0.6%
Value $5.426M Shares 10,629 Est. Cost $107.29 Unrealized +334.7%
LRCX LAM RESEARCH CORP 0.6%
Value $5.356M Shares 31,286 Est. Cost $75.33 Unrealized +106.2%
NUE NUCOR CORP 0.6%
Value $5.292M Shares 32,445 Est. Cost $39.54 Unrealized +278.8%
AMGN AMGEN INC 0.6%
Value $5.283M Shares 16,141 Est. Cost $168.30 Unrealized +87.7%
V VISA INC CLASS A 0.6%
Value $5.255M Shares 14,984 Est. Cost $178.04 Unrealized +91.2%
CVX CHEVRON CORP 0.6%
Value $5.228M Shares 34,302 Est. Cost $75.32 Unrealized +101.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.6%
Value $4.964M Shares 61,817 Est. Cost $31.44 Unrealized +157.9%
TXN TEXAS INSTRUMENTS INC 0.6%
Value $4.954M Shares 28,556 Est. Cost $75.63 Unrealized +125.7%
ABT ABBOTT LABORATORIES 0.6%
Value $4.912M Shares 39,208 Est. Cost $50.44 Unrealized +152.4%
LOW LOWES COMPANIES INC 0.6%
Value $4.704M Shares 19,505 Est. Cost $78.14 Unrealized +206.9%
AEP AMERICAN ELECTRIC POWER CO 0.6%
Value $4.671M Shares 40,508 Est. Cost $71.69 Unrealized +64.2%
NEE NEXTERA ENERGY INC 0.5%
Value $4.621M Shares 57,560 Est. Cost $57.44 Unrealized +43.6%
TFC TRUIST FINANCIAL CORP 0.5%
Value $4.62M Shares 93,904 Est. Cost $38.30 Unrealized +19.6%
CB CHUBB LTD 0.5%
Value $4.61M Shares 14,770 Est. Cost $137.46 Unrealized +112.7%
FLCA FRANKLIN FTSE CANADA 0.5%
Value $4.573M Shares 94,706 Est. Cost $34.80 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.5%
Value $4.573M Shares 32,422 Est. Cost $75.98 Unrealized
LLY ELI LILLY AND COMPANY 0.5%
Value $4.438M Shares 4,130 Est. Cost $364.58 Unrealized +162.1%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value $3.872M Shares 15,722 Est. Cost $75.08 Unrealized +229.7%
MCD MCDONALDS CORP 0.4%
Value $3.784M Shares 12,382 Est. Cost $113.91 Unrealized +167.8%
PFF ISHARES US PREFERRED STOCK 0.4%
Value $3.686M Shares 119,095 Est. Cost $34.62 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value $3.608M Shares 44,683 Est. Cost $57.86 Unrealized +30.9%
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value $3.508M Shares 123,224 Est. Cost $40.36 Unrealized
T AT&T INC 0.4%
Value $3.448M Shares 138,793 Est. Cost $13.62 Unrealized +85.6%
UPS UNITED PARCEL SERVICE CL B 0.4%
Value $3.366M Shares 33,939 Est. Cost $98.06 Unrealized -5.4%
HON HONEYWELL INTL INC 0.4%
Value $3.247M Shares 16,644 Est. Cost $150.46 Unrealized +29.6%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $3.221M Shares 5,558 Est. Cost $413.52 Unrealized +36.7%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value $3.192M Shares 12,922 Est. Cost $224.60 Unrealized +12.0%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.4%
Value $3.144M Shares 77,949 Est. Cost $33.19 Unrealized
EMXC ISHARES MSCI EM EX CHINA 0.4%
Value $3.016M Shares 41,500 Est. Cost $55.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $3.005M Shares 6,213 Est. Cost $318.56 Unrealized +49.5%
KCE SPDR S&P CAPITAL MARKETS 0.4%
Value $2.975M Shares 19,845 Est. Cost $132.44 Unrealized
HD HOME DEPOT INC 0.4%
Value $2.974M Shares 8,642 Est. Cost $148.97 Unrealized +144.7%
PSX PHILLIPS 66 0.3%
Value $2.891M Shares 22,402 Est. Cost $77.43 Unrealized +73.1%
DIS WALT DISNEY CO 0.3%
Value $2.763M Shares 24,290 Est. Cost $97.14 Unrealized +12.8%
EFA ISHARES MSCI EAFE ETF 0.3%
Value $2.732M Shares 28,454 Est. Cost $61.36 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value $2.648M Shares 7,553 Est. Cost $350.82 Unrealized -4.0%
ADP AUTOMATIC DATA PROCESSING 0.3%
Value $2.631M Shares 10,228 Est. Cost $68.31 Unrealized +287.7%
CRM SALESFORCE INC 0.3%
Value $2.589M Shares 9,772 Est. Cost $259.80 Unrealized -4.5%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $2.56M Shares 12,267 Est. Cost $111.62 Unrealized +72.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value $2.51M Shares 13,625 Est. Cost $184.67 Unrealized +9.2%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value $2.494M Shares 55,802 Est. Cost $43.51 Unrealized
SRE SEMPRA ENERGY 0.3%
Value $2.494M Shares 28,246 Est. Cost $64.09 Unrealized +41.3%
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value $2.478M Shares 58,054 Est. Cost $59.56 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value $2.444M Shares 29,510 Est. Cost $82.55 Unrealized
GOOG ALPHABET INC CLASS C 0.3%
Value $2.389M Shares 7,614 Est. Cost $114.05 Unrealized +151.1%
SYK STRYKER CORP 0.3%
Value $2.372M Shares 6,749 Est. Cost $136.18 Unrealized +166.9%
INTL BUSINESS MACHINES CORP 0.3%
Value $2.37M Shares 8,000 Est. Cost $296.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $2.356M Shares 7,136 Est. Cost $185.69 Unrealized +81.6%
DE DEERE & COMPANY 0.3%
Value $2.299M Shares 4,938 Est. Cost $387.76 Unrealized +20.6%
FCX FREEPORT MCMORAN INC 0.3%
Value $2.261M Shares 44,515 Est. Cost $38.47 Unrealized +12.6%
KMI KINDER MORGAN INC 0.3%
Value $2.21M Shares 80,415 Est. Cost $16.90 Unrealized +59.2%
MBB ISHARES TR BARCLYS MBS BD 0.3%
Value $2.2M Shares 23,102 Est. Cost $94.57 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value $2.139M Shares 39,805 Est. Cost $41.71 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.2%
Value $2.08M Shares 30,986 Est. Cost $48.54 Unrealized
CSX CSX CORP 0.2%
Value $2.018M Shares 55,660 Est. Cost $27.61 Unrealized +29.3%
VGT VANGUARD INFO TECH ETF 0.2%
Value $2.016M Shares 2,675 Est. Cost $217.23 Unrealized
MS MORGAN STANLEY 0.2%
Value $1.993M Shares 11,226 Est. Cost $67.39 Unrealized +147.0%
MET METLIFE INC 0.2%
Value $1.988M Shares 25,182 Est. Cost $74.49 Unrealized +6.0%
EIPI FT ENERGY INCOME PARTNERS ENH INCOME ETF 0.2%
Value $1.986M Shares 100,000 Est. Cost $20.28 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $1.981M Shares 5,355 Est. Cost $75.29 Unrealized +374.1%
CAG CONAGRA FOODS INC 0.2%
Value $1.959M Shares 113,247 Est. Cost $24.50 Unrealized -28.0%
WM WASTE MANAGEMENT INC 0.2%
Value $1.953M Shares 8,888 Est. Cost $172.00 Unrealized +23.6%
EOG EOG RESOURCES INC 0.2%
Value $1.812M Shares 17,257 Est. Cost $107.73 Unrealized -0.5%
GLD SPDR GOLD SHARES 0.2%
Value $1.743M Shares 4,399 Est. Cost $134.72 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $1.716M Shares 5,096 Est. Cost $137.00 Unrealized +148.8%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value $1.715M Shares 20,000 Est. Cost $25.15 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value $1.695M Shares 26,437 Est. Cost $50.63 Unrealized
RY ROYAL BANK OF CANADA 0.2%
Value $1.651M Shares 9,684 Est. Cost $84.46 Unrealized +81.8%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.2%
Value $1.629M Shares 32,213 Est. Cost $50.78 Unrealized
USB US BANCORP 0.2%
Value $1.603M Shares 30,044 Est. Cost $35.92 Unrealized +35.6%
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value $1.577M Shares 42,615 Est. Cost $47.31 Unrealized -23.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.572M Shares 1,788 Est. Cost $636.60 Unrealized +27.8%
BLK BLACKROCK INC 0.2%
Value $1.559M Shares 1,457 Est. Cost $991.05 Unrealized +9.9%
FISV FISERV INC 0.2%
Value $1.55M Shares 23,070 Est. Cost $132.18 Unrealized -36.6%
PFE PFIZER INC 0.2%
Value $1.531M Shares 61,493 Est. Cost $22.84 Unrealized +9.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value $1.496M Shares 5,180 Est. Cost $123.91 Unrealized +132.9%
QQQ INVESCO QQQ TRUST 0.2%
Value $1.494M Shares 2,432 Est. Cost $272.71 Unrealized
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value $1.46M Shares 14,340 Est. Cost $70.54 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $1.436M Shares 6,535 Est. Cost $81.14 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $1.429M Shares 5,806 Est. Cost $156.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $1.418M Shares 3,127 Est. Cost $438.07 Unrealized -1.6%
DD DUPONT DE NEMOURS INC 0.2%
Value $1.337M Shares 33,248 Est. Cost $26.60 Unrealized +40.6%
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value $1.313M Shares 4,400 Est. Cost $107.90 Unrealized
FSLR FIRST SOLAR, INC. 0.2%
Value $1.306M Shares 5,000 Est. Cost $79.13 Unrealized +218.7%
SPIB SPDR INTERM CORP BOND ETF 0.1%
Value $1.246M Shares 36,854 Est. Cost $32.94 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value $1.243M Shares 5,374 Est. Cost $154.36 Unrealized +47.3%
IAU ISHARES GOLD TRUST 0.1%
Value $1.22M Shares 15,027 Est. Cost $41.42 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $1.217M Shares 15,400 Est. Cost $64.56 Unrealized +21.3%
SBUX STARBUCKS CORP 0.1%
Value $1.184M Shares 14,064 Est. Cost $77.21 Unrealized +8.9%
BAC BANK OF AMERICA CORPORATION 0.1%
Value $1.18M Shares 21,450 Est. Cost $28.54 Unrealized +84.6%
BDX BECTON DICKINSON AND COMPANY 0.1%
Value $1.176M Shares 6,058 Est. Cost $161.02 Unrealized +17.7%
TGT TARGET CORP 0.1%
Value $1.124M Shares 11,494 Est. Cost $131.28 Unrealized -30.2%
NKE NIKE INC CLASS B 0.1%
Value $1.121M Shares 17,595 Est. Cost $60.70 Unrealized +6.9%
DMLP DORCHESTER MINERALS LP 0.1%
Value $1.118M Shares 50,010 Est. Cost $12.78 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.075M Shares 11,485 Est. Cost $52.31 Unrealized +72.1%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value $1.042M Shares 12,992 Est. Cost $52.58 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value $1.005M Shares 33,643 Est. Cost $29.68 Unrealized -3.9%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value $977K Shares 25,468 Est. Cost $45.37 Unrealized -13.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value $972K Shares 17,111 Est. Cost $38.94 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value $964K Shares 21,260 Est. Cost $50.47 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value $961K Shares 7,200 Est. Cost $58.04 Unrealized
AME AMETEK INC 0.1%
Value $911K Shares 4,435 Est. Cost $90.92 Unrealized +113.8%
MA MASTERCARD INC CLASS A 0.1%
Value $871K Shares 1,525 Est. Cost $278.91 Unrealized +100.4%
MCK MCKESSON CORP 0.1%
Value $849K Shares 1,035 Est. Cost $161.50 Unrealized +405.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value $814K Shares 24,654 Est. Cost $14.31 Unrealized
GE GE AEROSPACE 0.1%
Value $792K Shares 2,570 Est. Cost $61.19 Unrealized +391.6%
DOW DOW INC 0.1%
Value $790K Shares 33,826 Est. Cost $32.65 Unrealized -30.2%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $785K Shares 6,365 Est. Cost $84.04 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value $783K Shares 3,694 Est. Cost $117.50 Unrealized
LEN LENNAR CORP CL A 0.1%
Value $779K Shares 7,580 Est. Cost $132.92 Unrealized -9.2%
GIS GENERAL MILLS INC 0.1%
Value $776K Shares 16,696 Est. Cost $40.25 Unrealized +17.9%
EWC ISHARES MSCI CANADA ETF 0.1%
Value $774K Shares 14,354 Est. Cost $35.67 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value $758K Shares 1,685 Est. Cost $266.06 Unrealized +66.6%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value $752K Shares 4,800 Est. Cost $102.72 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $712K Shares 4,055 Est. Cost $203.71 Unrealized -11.5%
EFX EQUIFAX INC 0.1%
Value $705K Shares 3,250 Est. Cost $140.42 Unrealized +55.7%
NBTB NBT BANCORP INC 0.1%
Value $684K Shares 16,475 Est. Cost $29.52 Unrealized +40.8%
VNQ VANGUARD REIT ETF 0.1%
Value $672K Shares 7,595 Est. Cost $81.56 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value $662K Shares 6,202 Est. Cost $37.24 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value $654K Shares 12,566 Est. Cost $52.20 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value $650K Shares 1,333 Est. Cost $301.21 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $639K Shares 1,905 Est. Cost $114.72 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value $632K Shares 4,390 Est. Cost $101.70 Unrealized
MTD METTLER-TOLEDO INTL 0.1%
Value $627K Shares 450 Est. Cost $722.02 Unrealized +93.4%
ARTY ISHARES FUTURE AI & TECH ETF 0.1%
Value $626K Shares 13,000 Est. Cost $31.45 Unrealized
VBR VANGUARD SMALLCAP VALUE ETF 0.1%
Value $615K Shares 2,905 Est. Cost $174.05 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value $612K Shares 10,175 Est. Cost $21.03 Unrealized +185.5%
KVUE KENVUE INC 0.1%
Value $608K Shares 35,269 Est. Cost $20.12 Unrealized -19.2%
META META PLATFORMS INC 0.1%
Value $558K Shares 845 Est. Cost $542.11 Unrealized +23.1%
NFLX NETFLIX INC 0.1%
Value $510K Shares 5,440 Est. Cost $104.13 Unrealized +3.5%
ORCL ORACLE CORP 0.1%
Value $502K Shares 2,578 Est. Cost $101.83 Unrealized +133.8%
ETN EATON CORP PLC 0.1%
Value $459K Shares 1,440 Est. Cost $90.11 Unrealized +293.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value $450K Shares 1,552 Est. Cost $107.84 Unrealized +160.2%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value $430K Shares 4,518 Est. Cost $64.32 Unrealized
GEV GE VERNOVA INC 0.0%
Value $418K Shares 639 Est. Cost $164.45 Unrealized +270.4%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $417K Shares 2,695 Est. Cost $110.46 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $402K Shares 6,989 Est. Cost $57.45 Unrealized +3.5%
CVS CVS HEALTH CORP 0.0%
Value $401K Shares 5,050 Est. Cost $58.59 Unrealized +34.3%
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value $392K Shares 4,045 Est. Cost $97.04 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE FACTOR 0.0%
Value $381K Shares 2,788 Est. Cost $125.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value $377K Shares 750 Est. Cost $236.07 Unrealized +110.8%
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value $373K Shares 3,124 Est. Cost $126.67 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $335K Shares 5,370 Est. Cost $60.29 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value $332K Shares 7,526 Est. Cost $36.72 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value $331K Shares 4,152 Est. Cost $79.61 Unrealized
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.0%
Value $311K Shares 2,168 Est. Cost $142.55 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $307K Shares 588 Est. Cost $274.96 Unrealized +79.7%
BA BOEING COMPANY 0.0%
Value $307K Shares 1,414 Est. Cost $180.51 Unrealized +13.9%
PM PHILIP MORRIS INTL INC 0.0%
Value $302K Shares 1,883 Est. Cost $70.61 Unrealized +117.5%
ACLO TCW AAA CLO ETF 0.0%
Value $302K Shares 6,000 Est. Cost $50.30 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $296K Shares 5,500 Est. Cost $45.40 Unrealized +25.7%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $293K Shares 1,625 Est. Cost $183.58 Unrealized +3.0%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value $293K Shares 3,885 Est. Cost $57.72 Unrealized
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value $288K Shares 3,882 Est. Cost $78.09 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $283K Shares 2,000 Est. Cost $99.22 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $263K Shares 1,906 Est. Cost $95.82 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $261K Shares 2,000 Est. Cost $110.54 Unrealized +20.5%
ED CONSOLIDATED EDISON INC 0.0%
Value $258K Shares 2,600 Est. Cost $59.81 Unrealized +65.2%
MTB M & T BANK CORP 0.0%
Value $256K Shares 1,272 Est. Cost $101.35 Unrealized +87.6%
TMP TOMPKINS FINANCIAL CORP 0.0%
Value $254K Shares 3,500 Est. Cost $46.77 Unrealized +44.9%
AEE AMEREN CORPORATION 0.0%
Value $249K Shares 2,498 Est. Cost $29.40 Unrealized +246.9%
AVEM AVANTIS EMERGING MKTS EQ 0.0%
Value $248K Shares 3,216 Est. Cost $60.77 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $245K Shares 2,000 Est. Cost $57.64 Unrealized +109.7%
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value $243K Shares 4,354 Est. Cost $60.61 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value $241K Shares 2,680 Est. Cost $126.73 Unrealized -25.4%
INTC INTEL CORP 0.0%
Value $236K Shares 6,390 Est. Cost $30.35 Unrealized +24.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value $235K Shares 2,500 Est. Cost $47.36 Unrealized
PAYX PAYCHEX INC 0.0%
Value $233K Shares 2,075 Est. Cost $92.17 Unrealized +26.4%
VB VANGUARD SMALLCAP ETF 0.0%
Value $226K Shares 875 Est. Cost $144.12 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value $216K Shares 2,535 Est. Cost $40.83 Unrealized
AVSC AVANTIS US SMALL CAP ETF 0.0%
Value $216K Shares 3,677 Est. Cost $57.25 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $211K Shares 1,103 Est. Cost $175.26 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value $205K Shares 2,596 Est. Cost $79.30 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $194K Shares 2,382 Est. Cost $84.91 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value $191K Shares 2,047 Est. Cost $52.73 Unrealized +64.3%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value $180K Shares 2,315 Est. Cost $61.44 Unrealized
TLT ISHARES 20 plus YR TREAS BND ETF 0.0%
Value $180K Shares 2,060 Est. Cost $87.15 Unrealized
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value $177K Shares 1,140 Est. Cost $103.47 Unrealized
EIX EDISON INTL 0.0%
Value $173K Shares 2,877 Est. Cost $51.38 Unrealized +11.6%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value $171K Shares 3,130 Est. Cost $31.44 Unrealized
MMM 3M COMPANY 0.0%
Value $168K Shares 1,050 Est. Cost $98.38 Unrealized +65.9%
EXC EXELON CORP 0.0%
Value $168K Shares 3,850 Est. Cost $22.22 Unrealized +104.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $168K Shares 2,000 Est. Cost $66.06 Unrealized +29.1%
SO SOUTHERN COMPANY 0.0%
Value $153K Shares 1,750 Est. Cost $46.59 Unrealized +95.1%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value $144K Shares 1,800 Est. Cost $53.64 Unrealized +53.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value $138K Shares 1,000 Est. Cost $137.47 Unrealized -0.5%
L LOEWS CORP 0.0%
Value $137K Shares 1,300 Est. Cost $35.50 Unrealized +190.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $133K Shares 2,000 Est. Cost $116.22 Unrealized -43.5%
SYY SYSCO CORP 0.0%
Value $130K Shares 1,765 Est. Cost $33.25 Unrealized +127.1%
SLV ISHARES SILVER TRUST 0.0%
Value $129K Shares 2,010 Est. Cost $15.59 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $128K Shares 600 Est. Cost $136.08 Unrealized
C CITIGROUP INC 0.0%
Value $128K Shares 1,096 Est. Cost $94.98 Unrealized +9.1%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value $126K Shares 4,487 Est. Cost $27.65 Unrealized -1.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $125K Shares 220 Est. Cost $216.11 Unrealized +167.8%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value $121K Shares 4,515 Est. Cost $26.34 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $119K Shares 1,459 Est. Cost $52.96 Unrealized +32.9%
MLPX GLOBAL X MLP AND ENERGY ETF 0.0%
Value $115K Shares 1,898 Est. Cost $60.51 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLORD SHS 0.0%
Value $110K Shares 400 Est. Cost $258.92 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $109K Shares 3,796 Est. Cost $13.62 Unrealized +71.6%
SHOP SHOPIFY INC 0.0%
Value $109K Shares 677 Est. Cost $135.57 Unrealized +18.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $108K Shares 2,051 Est. Cost $32.64 Unrealized +70.1%
GEHC GE HEALTHCARE TECH 0.0%
Value $107K Shares 1,308 Est. Cost $72.62 Unrealized +7.3%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS 0.0%
Value $105K Shares 347 Est. Cost $279.28 Unrealized
BN BROOKFIELD CORP NPV 0.0%
Value $105K Shares 2,292 Est. Cost $29.78 Unrealized +52.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value $101K Shares 624 Est. Cost $99.17 Unrealized +88.0%
BNDX VANGUARD TOTAL INTL BOND ETF 0.0%
Value $100K Shares 2,074 Est. Cost $48.31 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $99,619 Shares 282 Est. Cost $190.64 Unrealized +90.5%
DHR DANAHER CORP 0.0%
Value $99,580 Shares 435 Est. Cost $148.82 Unrealized +47.5%
BABA ALIBABA GROUP HOLDINGS LMTD 0.0%
Value $98,355 Shares 671 Est. Cost $178.73 Unrealized
MNST MONSTER BEVERAGE 0.0%
Value $96,527 Shares 1,259 Est. Cost $62.42 Unrealized +14.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $95,504 Shares 187 Est. Cost $88.71 Unrealized +494.0%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.0%
Value $94,430 Shares 2,060 Est. Cost $36.77 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value $91,717 Shares 918 Est. Cost $94.54 Unrealized +0.2%
ROP ROPER INDS INC 0.0%
Value $89,026 Shares 200 Est. Cost $333.07 Unrealized +38.8%
CCJ CAMECO CORP 0.0%
Value $88,287 Shares 965 Est. Cost $77.39 Unrealized +16.2%
AZN ASTRAZENECA PLC ADR 0.0%
Value $87,517 Shares 952 Est. Cost $76.72 Unrealized
TMUS T MOBILE US INC 0.0%
Value $85,276 Shares 420 Est. Cost $138.73 Unrealized +52.3%
ADSK AUTODESK INC 0.0%
Value $84,658 Shares 286 Est. Cost $304.73 Unrealized -0.7%
COHR COHERENT CORP 0.0%
Value $82,871 Shares 449 Est. Cost $76.62 Unrealized +95.2%
F FORD MOTOR COMPANY 0.0%
Value $81,344 Shares 6,200 Est. Cost $9.76 Unrealized +31.5%
MO ALTRIA GROUP INC 0.0%
Value $80,363 Shares 1,394 Est. Cost $32.61 Unrealized +82.0%
COF CAPITAL ONE FINANCIAL 0.0%
Value $78,282 Shares 323 Est. Cost $217.80 Unrealized +2.0%
SLB SLB 0.0%
Value $78,064 Shares 2,034 Est. Cost $57.18 Unrealized -36.9%
PUK PRUDENTIAL PLC ADR 0.0%
Value $77,121 Shares 2,479 Est. Cost $27.98 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $76,080 Shares 674 Est. Cost $86.96 Unrealized +22.5%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value $76,061 Shares 1,034 Est. Cost $57.40 Unrealized
NUVEEN AMT FREE MUNI CR INC 0.0%
Value $75,960 Shares 6,000 Est. Cost $12.61 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value $75,959 Shares 71 Est. Cost $968.08 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $73,355 Shares 1,057 Est. Cost $56.83 Unrealized +9.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $73,326 Shares 95 Est. Cost $564.28 Unrealized +20.3%
IQV IQVIA HLDGS INC 0.0%
Value $72,807 Shares 323 Est. Cost $181.84 Unrealized +19.7%
HDB HDFC BANK LTD 0.0%
Value $72,714 Shares 1,990 Est. Cost $34.15 Unrealized
WTW WILLIS TOWERS WATSON PLC LTDSHS 0.0%
Value $72,618 Shares 221 Est. Cost $322.11 Unrealized +1.4%
STT STATE STREET CORP 0.0%
Value $71,600 Shares 555 Est. Cost $110.08 Unrealized +8.1%
MU MICRON TECHNOLOGY 0.0%
Value $71,350 Shares 250 Est. Cost $64.41 Unrealized +256.1%
ALLY ALLY FINANCIAL INC 0.0%
Value $71,195 Shares 1,572 Est. Cost $39.39 Unrealized +3.6%
SCCO SOUTHERN COPPER CORP 0.0%
Value $70,443 Shares 491 Est. Cost $97.73 Unrealized +35.8%
KMB KIMBERLY CLARK CORP 0.0%
Value $69,613 Shares 690 Est. Cost $101.17 Unrealized +7.2%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value $69,584 Shares 384 Est. Cost $176.81 Unrealized
ICE INTERCONTINENTALEXCHANGE GRP 0.0%
Value $66,727 Shares 412 Est. Cost $177.73 Unrealized -12.1%
FCNCA FIRST CITIZENS BANCSHARES 0.0%
Value $66,531 Shares 31 Est. Cost $1994.64 Unrealized -5.6%
SONY SONY CORP ADR 0.0%
Value $66,278 Shares 2,590 Est. Cost $28.79 Unrealized
ENB ENBRIDGE INC 0.0%
Value $64,509 Shares 1,349 Est. Cost $26.64 Unrealized +76.9%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value $63,991 Shares 748 Est. Cost $79.11 Unrealized +0.7%
NRG NRG ENERGY INC 0.0%
Value $63,696 Shares 400 Est. Cost $100.05 Unrealized +65.2%
CTVA CORTEVA INC 0.0%
Value $63,333 Shares 945 Est. Cost $52.04 Unrealized +24.0%
WBS WEBSTER FINANCIAL CORP 0.0%
Value $63,055 Shares 1,002 Est. Cost $59.37 Unrealized +0.0%
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.0%
Value $62,497 Shares 899 Est. Cost $69.73 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INSPONSORED ADR 0.0%
Value $61,901 Shares 3,903 Est. Cost $15.94 Unrealized
DGRO ISHARES CORE DIV GROWTH ETF 0.0%
Value $61,506 Shares 886 Est. Cost $63.93 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $61,492 Shares 158 Est. Cost $359.02 Unrealized +15.2%
NGG NATIONAL GRID PLC ADR 0.0%
Value $59,404 Shares 768 Est. Cost $63.43 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value $59,316 Shares 1,218 Est. Cost $33.02 Unrealized +45.2%
ALL THE ALLSTATE CORPORATION 0.0%
Value $59,114 Shares 284 Est. Cost $166.86 Unrealized +22.3%
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value $58,236 Shares 2,715 Est. Cost $20.67 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value $57,392 Shares 559 Est. Cost $99.75 Unrealized +3.5%
KHC KRAFT HEINZ COMPANY 0.0%
Value $57,375 Shares 2,366 Est. Cost $35.31 Unrealized -30.3%
ITUB ITAU UNIBANCO HLDG SA ADR 0.0%
Value $56,922 Shares 7,950 Est. Cost $7.33 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value $55,791 Shares 474 Est. Cost $104.43 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $54,829 Shares 341 Est. Cost $154.70 Unrealized +1.6%
ADBE ADOBE INC 0.0%
Value $53,896 Shares 154 Est. Cost $340.55 Unrealized -0.1%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value $53,850 Shares 3,000 Est. Cost $9.88 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $52,736 Shares 3,200 Est. Cost $15.36 Unrealized
SNA SNAP ON INC 0.0%
Value $51,688 Shares 150 Est. Cost $207.93 Unrealized +63.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $50,847 Shares 438 Est. Cost $81.82 Unrealized +35.0%
VMBS VANGUARD MBS INDEX FUND 0.0%
Value $49,894 Shares 1,060 Est. Cost $47.07 Unrealized
NDAQ NASDAQ INC 0.0%
Value $49,439 Shares 509 Est. Cost $92.14 Unrealized -2.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $49,272 Shares 87 Est. Cost $479.87 Unrealized +10.9%
TEL TE CONNECTIVITY 0.0%
Value $48,914 Shares 215 Est. Cost $200.01 Unrealized +15.6%
BIV VANGUARD INTERM-TERM BOND ETF 0.0%
Value $48,752 Shares 626 Est. Cost $77.88 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value $47,100 Shares 500 Est. Cost $46.43 Unrealized +81.9%
CROX CROCS INC 0.0%
Value $47,036 Shares 550 Est. Cost $93.99 Unrealized -11.0%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value $46,893 Shares 1,523 Est. Cost $30.66 Unrealized
UBS UBS GROUP AG 0.0%
Value $46,310 Shares 1,000 Est. Cost $15.37 Unrealized +162.8%
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES 0.0%
Value $46,193 Shares 2,855 Est. Cost $15.85 Unrealized 0.0%
TJX TJX COMPANIES 0.0%
Value $46,083 Shares 300 Est. Cost $44.76 Unrealized +230.0%
CMA COMERICA INC 0.0%
Value $46,072 Shares 530 Est. Cost $66.25 Unrealized +20.7%
CG CARLYLE GROUP INC 0.0%
Value $45,632 Shares 772 Est. Cost $61.48 Unrealized -8.5%
JBL JABIL CIRCUIT INC. 0.0%
Value $45,604 Shares 200 Est. Cost $31.79 Unrealized +571.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $45,451 Shares 2,552 Est. Cost $16.27 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $45,210 Shares 220 Est. Cost $187.72 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value $44,814 Shares 579 Est. Cost $83.75 Unrealized -4.1%
APA APA CORPORATION 0.0%
Value $42,909 Shares 1,755 Est. Cost $20.82 Unrealized +15.9%
KD KYNDRYL HOLDINGS INC 0.0%
Value $42,745 Shares 1,610 Est. Cost $34.27 Unrealized -20.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $41,871 Shares 281 Est. Cost $118.30 Unrealized +14.7%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $41,148 Shares 121 Est. Cost $264.43 Unrealized +17.0%
NVO NOVO-NORDISK AS ADR 0.0%
Value $41,009 Shares 806 Est. Cost $55.49 Unrealized
CIEN CIENA CORP 0.0%
Value $39,991 Shares 171 Est. Cost $101.84 Unrealized +90.5%
CP CANADIAN PACIFIC KANSAS CITYCOM 0.0%
Value $39,907 Shares 542 Est. Cost $76.24 Unrealized -3.5%
CADE CADENCE BANK 0.0%
Value $39,884 Shares 931 Est. Cost $35.60 Unrealized +10.7%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value $39,412 Shares 955 Est. Cost $46.07 Unrealized
WCC WESCO INTL INC 0.0%
Value $38,897 Shares 159 Est. Cost $209.31 Unrealized +17.0%
INVESCO MUNICIPAL TRUST 0.0%
Value $38,600 Shares 4,000 Est. Cost $9.98 Unrealized
TS TENARIS SA ADR 0.0%
Value $38,450 Shares 1,000 Est. Cost $30.06 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value $37,914 Shares 85 Est. Cost $483.13 Unrealized
ZION ZIONS BANCORP 0.0%
Value $37,231 Shares 636 Est. Cost $55.64 Unrealized -2.1%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $35,893 Shares 427 Est. Cost $83.75 Unrealized -3.7%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value $35,190 Shares 1,098 Est. Cost $24.40 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $35,016 Shares 90 Est. Cost $181.80 Unrealized +106.4%
CFR CULLEN FROST BANKERS INC 0.0%
Value $34,949 Shares 276 Est. Cost $128.28 Unrealized -2.7%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value $34,946 Shares 161 Est. Cost $223.02 Unrealized -4.2%
SEIC SEI INVESTMENTS CO. 0.0%
Value $34,038 Shares 415 Est. Cost $88.30 Unrealized -7.5%
ABNB AIRBNB INC CL A 0.0%
Value $33,115 Shares 244 Est. Cost $129.37 Unrealized -3.7%
MUSA MURPHY USA INC 0.0%
Value $33,087 Shares 82 Est. Cost $184.28 Unrealized +108.0%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value $32,860 Shares 2,000 Est. Cost $23.42 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $32,756 Shares 375 Est. Cost $47.48 Unrealized +88.0%
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value $32,634 Shares 1,585 Est. Cost $20.16 Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value $32,374 Shares 1,296 Est. Cost $24.80 Unrealized +4.5%
SHEL SHELL PLC 0.0%
Value $32,326 Shares 440 Est. Cost $71.53 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value $32,080 Shares 602 Est. Cost $43.84 Unrealized +11.5%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value $31,723 Shares 677 Est. Cost $33.89 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $31,716 Shares 199 Est. Cost $138.95 Unrealized +13.0%
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.0%
Value $31,076 Shares 763 Est. Cost $43.19 Unrealized -5.8%
FITB FIFTH THIRD BANCORP 0.0%
Value $30,660 Shares 655 Est. Cost $13.89 Unrealized +214.3%
MAS MASCO CORP 0.0%
Value $30,329 Shares 478 Est. Cost $69.90 Unrealized -7.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value $29,993 Shares 434 Est. Cost $67.67 Unrealized -1.0%
SAP SAP AG SPON ADR 0.0%
Value $29,392 Shares 121 Est. Cost $267.20 Unrealized
OKE ONEOK INC 0.0%
Value $28,959 Shares 394 Est. Cost $32.05 Unrealized +119.8%
YUM YUM BRANDS INC 0.0%
Value $28,894 Shares 191 Est. Cost $146.07 Unrealized +1.1%
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value $28,306 Shares 282 Est. Cost $100.46 Unrealized
HXL HEXCEL CORP 0.0%
Value $28,082 Shares 380 Est. Cost $61.40 Unrealized +15.1%
FNV FRANCO NEVADA CORP 0.0%
Value $27,360 Shares 132 Est. Cost $44.81 Unrealized +352.5%
COKE COCA COLA CONSOLIDATED INC 0.0%
Value $26,980 Shares 176 Est. Cost $115.38 Unrealized +26.9%
THG HANOVER INS GROUP INC 0.0%
Value $26,867 Shares 147 Est. Cost $169.88 Unrealized +5.4%
MLPA GLOBAL X MLP ETF 0.0%
Value $26,620 Shares 550 Est. Cost $39.71 Unrealized
BRKR BRUKER CORPORATION 0.0%
Value $26,570 Shares 564 Est. Cost $35.55 Unrealized +18.8%
JBTM JBT MAREL CORPORATION 0.0%
Value $26,216 Shares 174 Est. Cost $136.51 Unrealized +3.2%
VMI VALMONT INDUSTRIES INC 0.0%
Value $26,150 Shares 65 Est. Cost $363.72 Unrealized +11.9%
GATX GATX CORP 0.0%
Value $25,779 Shares 152 Est. Cost $160.70 Unrealized +2.3%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value $25,537 Shares 210 Est. Cost $88.50 Unrealized
SR SPIRE INC 0.0%
Value $25,388 Shares 307 Est. Cost $81.52 Unrealized
RACE FERRARI N V 0.0%
Value $25,129 Shares 68 Est. Cost $479.13 Unrealized -16.5%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value $25,025 Shares 123 Est. Cost $191.42 Unrealized +1.0%
ILMN ILLUMINA INC 0.0%
Value $24,789 Shares 189 Est. Cost $99.18 Unrealized +18.4%
PHM PULTE GROUP INC 0.0%
Value $24,624 Shares 210 Est. Cost $41.81 Unrealized +192.9%
CLH CLEAN HARBORS INC 0.0%
Value $24,385 Shares 104 Est. Cost $236.75 Unrealized -3.5%
VRP INVESCO VARIABLE RATE PFD 0.0%
Value $24,320 Shares 1,000 Est. Cost $24.45 Unrealized
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value $24,009 Shares 480 Est. Cost $56.62 Unrealized -12.1%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value $23,060 Shares 428 Est. Cost $64.85 Unrealized
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value $22,585 Shares 160 Est. Cost $128.43 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value $22,578 Shares 429 Est. Cost $51.42 Unrealized +2.2%
O REALTY INCOME CORP 0.0%
Value $22,544 Shares 400 Est. Cost $49.66 Unrealized +15.5%
MEDP MEDPACE HOLDINGS INC 0.0%
Value $22,465 Shares 40 Est. Cost $206.82 Unrealized +174.5%
STAG STAG INDL INC 0.0%
Value $22,417 Shares 610 Est. Cost $35.29 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $21,807 Shares 91 Est. Cost $234.18 Unrealized +1.1%
FPFD FIDELITY COVINGTON TRUST PFD SECS INCOME 0.0%
Value $21,790 Shares 1,000 Est. Cost $22.06 Unrealized
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value $21,710 Shares 1,000 Est. Cost $19.22 Unrealized +13.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value $21,474 Shares 74 Est. Cost $379.72 Unrealized -26.3%
HRI HERC HOLDINGS INC 0.0%
Value $21,366 Shares 144 Est. Cost $127.39 Unrealized +6.7%
XYZ BLOCK INC CL A 0.0%
Value $21,284 Shares 327 Est. Cost $74.85 Unrealized -7.8%
RSG REPUBLIC SERVICES INC 0.0%
Value $21,193 Shares 100 Est. Cost $83.07 Unrealized +158.3%
PGX INVESCO PREFERRED ETF 0.0%
Value $21,187 Shares 1,885 Est. Cost $11.24 Unrealized
EXP EAGLE MATERIALS INC 0.0%
Value $21,081 Shares 102 Est. Cost $226.24 Unrealized -2.5%
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value $21,032 Shares 390 Est. Cost $55.65 Unrealized -6.6%
WDAY WORKDAY INC CL A 0.0%
Value $20,833 Shares 97 Est. Cost $231.22 Unrealized -1.7%
TRST TRUSTCO BANK CORP 0.0%
Value $20,660 Shares 500 Est. Cost $39.62 Unrealized 0.0%
JPST JP MORGAN ULTRA SHORT INC 0.0%
Value $20,236 Shares 400 Est. Cost $50.68 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value $20,220 Shares 1,000 Est. Cost $14.66 Unrealized +35.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value $20,170 Shares 316 Est. Cost $54.23 Unrealized +12.5%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value $20,009 Shares 382 Est. Cost $27.10 Unrealized +97.3%
MUR MURPHY OIL CORPORATION 0.0%
Value $19,937 Shares 638 Est. Cost $27.71 Unrealized +6.9%
J JACOBS SOLUTIONS INC 0.0%
Value $19,869 Shares 150 Est. Cost $100.68 Unrealized +45.4%
CMC COMMERCIAL METALS CO 0.0%
Value $19,589 Shares 283 Est. Cost $54.97 Unrealized +13.5%
ARI APOLLO COMM REAL ESTATE 0.0%
Value $19,360 Shares 2,000 Est. Cost $10.50 Unrealized
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value $18,622 Shares 125 Est. Cost $79.45 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $18,610 Shares 298 Est. Cost $53.42 Unrealized +11.3%
DG DOLLAR GENERAL CORP 0.0%
Value $18,587 Shares 140 Est. Cost $131.18 Unrealized -15.0%
RDDT REDDIT CLASS A 0.0%
Value $18,389 Shares 80 Est. Cost $52.71 Unrealized +299.0%
MLI MUELLER INDS INC 0.0%
Value $18,253 Shares 159 Est. Cost $91.43 Unrealized +17.4%
GAP GAP INC 0.0%
Value $17,913 Shares 700 Est. Cost $22.43 Unrealized +7.3%
BP BP PLC ADR 0.0%
Value $17,360 Shares 500 Est. Cost $37.48 Unrealized
DGII DIGI INTL INC 0.0%
Value $17,316 Shares 400 Est. Cost $10.69 Unrealized +274.7%
HWKN HAWKINS INC 0.0%
Value $16,336 Shares 115 Est. Cost $167.14 Unrealized -11.9%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value $16,268 Shares 67 Est. Cost $336.52 Unrealized -20.5%
RRR RED ROCK RESORTS INC CL A 0.0%
Value $15,611 Shares 252 Est. Cost $58.84 Unrealized -0.6%
SUI SUN COMMUNITIES INC 0.0%
Value $15,488 Shares 125 Est. Cost $123.90 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $15,084 Shares 2,402 Est. Cost $6.80 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $15,000 Shares 3,000 Est. Cost $4.30 Unrealized
WRBY WARBY PARKER INC CL A 0.0%
Value $14,657 Shares 673 Est. Cost $25.26 Unrealized -13.9%
PYPL PAYPAL HOLDINGS INC 0.0%
Value $14,595 Shares 250 Est. Cost $70.32 Unrealized -7.8%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $13,800 Shares 50 Est. Cost $268.10 Unrealized +2.9%
AR ANTERO RESOURCES CORP 0.0%
Value $13,504 Shares 392 Est. Cost $33.33 Unrealized +1.6%
HIMS HIMS & HERS HEALTH INC CL A 0.0%
Value $12,988 Shares 400 Est. Cost $42.83 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value $12,229 Shares 660 Est. Cost $15.46 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $12,027 Shares 65 Est. Cost $104.37 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $11,756 Shares 625 Est. Cost $15.82 Unrealized +14.0%
D DOMINION ENERGY INC 0.0%
Value $11,718 Shares 200 Est. Cost $49.63 Unrealized +20.4%
VLY VALLEY NATL BANCORP 0.0%
Value $11,680 Shares 1,000 Est. Cost $11.10 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.0%
Value $11,672 Shares 45 Est. Cost $236.87 Unrealized +9.0%
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value $11,045 Shares 137 Est. Cost $85.91 Unrealized
HUM HUMANA INC 0.0%
Value $11,013 Shares 43 Est. Cost $246.72 Unrealized +5.9%
GSK GLAXOSMITHKLINE PLC 25P ADR 0.0%
Value $10,641 Shares 217 Est. Cost $49.04 Unrealized
AGCO AGCO CORP 0.0%
Value $10,432 Shares 100 Est. Cost $64.19 Unrealized +65.1%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $10,152 Shares 50 Est. Cost $111.16 Unrealized +73.5%
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value $10,152 Shares 105 Est. Cost $58.40 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $10,135 Shares 220 Est. Cost $38.65 Unrealized +32.7%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value $9,864 Shares 323 Est. Cost $44.50 Unrealized
EQT EQT CORPORATION 0.0%
Value $9,378 Shares 175 Est. Cost $33.40 Unrealized +68.1%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value $9,300 Shares 730 Est. Cost $19.92 Unrealized -32.9%
BHP BHP GROUP LTD ADR 0.0%
Value $9,054 Shares 150 Est. Cost $44.58 Unrealized
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value $8,970 Shares 1,000 Est. Cost $3.18 Unrealized +201.1%
B BARRICK MINING CORPORATION 0.0%
Value $8,708 Shares 200 Est. Cost $19.29 Unrealized +94.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value $8,677 Shares 50 Est. Cost $192.94 Unrealized -14.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value $8,402 Shares 176 Est. Cost $45.46 Unrealized +0.8%
AMCOR PLC 0.0%
Value $8,340 Shares 1,000 Est. Cost $8.76 Unrealized -5.8%
CSW CSW INDUSTRIALS INC 0.0%
Value $8,218 Shares 28 Est. Cost $267.73 Unrealized -0.5%
HYLS FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 0.0%
Value $8,037 Shares 192 Est. Cost $41.86 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $8,013 Shares 165 Est. Cost $47.08 Unrealized 0.0%
VALE VALE SA SPONSORED ADS 0.0%
Value $7,818 Shares 600 Est. Cost $15.86 Unrealized
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value $7,790 Shares 250 Est. Cost $17.92 Unrealized +63.1%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value $7,155 Shares 380 Est. Cost $18.54 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value $6,890 Shares 200 Est. Cost $14.08 Unrealized +133.6%
PR PERMIAN RESOURCES CORP CL A 0.0%
Value $6,888 Shares 491 Est. Cost $13.71 Unrealized -2.1%
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value $6,250 Shares 65 Est. Cost $108.36 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $6,170 Shares 1,000 Est. Cost $5.00 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value $6,107 Shares 73 Est. Cost $79.61 Unrealized +0.0%
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value $5,627 Shares 425 Est. Cost $38.79 Unrealized -64.8%
KEX KIRBY CORP 0.0%
Value $5,398 Shares 49 Est. Cost $100.46 Unrealized +1.2%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value $5,385 Shares 71 Est. Cost $77.65 Unrealized
BIDD BLACKROCK ETF TR 0.0%
Value $5,214 Shares 181 Est. Cost $28.81 Unrealized
GWRE GUIDEWARE SOFTWARE INC 0.0%
Value $5,025 Shares 25 Est. Cost $214.86 Unrealized +2.9%
VXF VANGUARD EXTENDED MKT IDX 0.0%
Value $4,809 Shares 23 Est. Cost $209.30 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $4,718 Shares 200 Est. Cost $17.65 Unrealized +61.2%
NWN NORTHWEST NATURAL HLDG CO 0.0%
Value $4,627 Shares 99 Est. Cost $41.49 Unrealized +12.4%
SANM SANMINA CORPORATION 0.0%
Value $4,352 Shares 29 Est. Cost $112.45 Unrealized +31.3%
HOG HARLEY DAVIDSON INC 0.0%
Value $4,096 Shares 200 Est. Cost $61.89 Unrealized -60.3%
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value $4,018 Shares 1,400 Est. Cost $8.28 Unrealized -61.0%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value $3,919 Shares 17 Est. Cost $171.43 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $3,798 Shares 190 Est. Cost $23.55 Unrealized -8.7%
CGMU CAPITAL GROUP FIXED INC ETF 0.0%
Value $3,640 Shares 133 Est. Cost $27.37 Unrealized
SUSC ISHARES ESG USD CORP BOND 0.0%
Value $3,413 Shares 146 Est. Cost $23.01 Unrealized
BCE BCE INC 0.0%
Value $3,071 Shares 129 Est. Cost $33.07 Unrealized -30.3%
CLIP GLOBAL X 1-3 MNTH T-BILL ETF 0.0%
Value $2,700 Shares 27 Est. Cost $100.47 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $2,621 Shares 50 Est. Cost $71.59 Unrealized -16.3%
SPMD SPDR PORTFOLIO MIDCAP ETF 0.0%
Value $2,604 Shares 45 Est. Cost $54.33 Unrealized
XJH ISHARES TR ESG SELECT SCRE 0.0%
Value $2,589 Shares 58 Est. Cost $44.64 Unrealized
HLN HALEON PLC 0.0%
Value $2,436 Shares 241 Est. Cost $10.11 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value $2,433 Shares 100 Est. Cost $28.25 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value $2,344 Shares 51 Est. Cost $41.99 Unrealized
GABELLI UTILITY TRUST 0.0%
Value $1,989 Shares 330 Est. Cost $7.83 Unrealized
PLUG PLUG POWER INC 0.0%
Value $1,970 Shares 1,000 Est. Cost $2.24 Unrealized +16.5%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value $1,892 Shares 75 Est. Cost $25.32 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value $1,255 Shares 299 Est. Cost $7.80 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value $841 Shares 54 Est. Cost $20.00 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value $313 Shares 83 Est. Cost $5.49 Unrealized -19.9%
LPRO OPEN LENDING CORP 0.0%
Value $308 Shares 200 Est. Cost $7.04 Unrealized -74.8%
AIM AIM IMMUNOTECH INC 0.0%
Value $147 Shares 132 Est. Cost $7.45 Unrealized -75.9%
CVM CEL-SCI CORP 0.0%
Value $84 Shares 16 Est. Cost $5.23 Unrealized +40.3%
CGC CANOPY GROWTH CORP 0.0%
Value $56 Shares 50 Est. Cost $1.29 Unrealized 0.0%
WKHS WORKHORSE GROUP INC COM NEW 0.0%
Value $5 Shares 1 Est. Cost $9.90 Unrealized 0.0%