Community Bank, N.A. Diversified Active

Location: DeWitt, NY

CIK: 0001632187 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $840M (100.0% shares, 0.0% debt)

Holdings (501)

AAPL APPLE INC 11.3%
Value $94.64M Shares 372,895 Est. Cost $86.95 Unrealized +202.3%
IVV ISHARES CORE S&P 500 ETF 3.6%
Value $30.63M Shares 46,895 Est. Cost $258.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.6%
Value $30.43M Shares 336,084 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 2.6%
Value $22.05M Shares 59,569 Est. Cost $81.94 Unrealized +430.4%
IBM INTL BUSINESS MACHINES CORP 2.5%
Value $21.35M Shares 88,070 Est. Cost $110.87 Unrealized +156.1%
JPM JPMORGAN CHASE & CO 2.4%
Value $20.27M Shares 68,895 Est. Cost $66.89 Unrealized +365.6%
VOO VANGUARD S&P 500 ETF 2.4%
Value $20.16M Shares 33,731 Est. Cost $523.56 Unrealized
GOOGL ALPHABET INC CLASS A 1.7%
Value $14.57M Shares 50,672 Est. Cost $120.63 Unrealized +168.0%
IJR ISHARES CORE S&P SMALLCAP ETF 1.7%
Value $14.14M Shares 113,720 Est. Cost $92.08 Unrealized
MRK MERCK & COMPANY INC 1.6%
Value $13.82M Shares 114,906 Est. Cost $48.13 Unrealized +137.4%
IJH ISHARES CORE S&P MIDCAP ETF 1.6%
Value $13.57M Shares 200,909 Est. Cost $92.68 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INC 1.5%
Value $12.74M Shares 224,779 Est. Cost $56.52 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 1.5%
Value $12.5M Shares 206,032 Est. Cost $44.78 Unrealized +28.2%
AVGO BROADCOM INC 1.4%
Value $11.94M Shares 38,582 Est. Cost $149.58 Unrealized +123.4%
CSCO CISCO SYSTEMS INC 1.4%
Value $11.56M Shares 149,030 Est. Cost $22.52 Unrealized +245.9%
WMT WAL MART STORES INC 1.4%
Value $11.53M Shares 92,781 Est. Cost $46.06 Unrealized +165.0%
JNJ JOHNSON & JOHNSON 1.3%
Value $11.33M Shares 46,365 Est. Cost $90.32 Unrealized +152.3%
CAT CATERPILLAR INC 1.3%
Value $10.75M Shares 15,180 Est. Cost $117.77 Unrealized +481.1%
PEP PEPSICO INC 1.2%
Value $10.5M Shares 67,618 Est. Cost $86.32 Unrealized +79.3%
ABBV ABBVIE INC 1.2%
Value $10.35M Shares 47,593 Est. Cost $45.10 Unrealized +393.5%
VZ VERIZON COMMUNICATIONS 1.2%
Value $10.2M Shares 203,125 Est. Cost $32.91 Unrealized +33.2%
XOM EXXON MOBIL CORP 1.2%
Value $10.11M Shares 59,565 Est. Cost $67.59 Unrealized +105.3%
AMZN AMAZON.COM INC 1.2%
Value $9.839M Shares 47,243 Est. Cost $149.16 Unrealized +52.1%
SPY SPDR S&P 500 ETF 1.2%
Value $9.834M Shares 15,122 Est. Cost $216.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value $9.62M Shares 137,915 Est. Cost $54.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value $8.877M Shares 20,820 Est. Cost $105.45 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value $8.146M Shares 46,707 Est. Cost $94.16 Unrealized +98.2%
PG PROCTER & GAMBLE CO 1.0%
Value $8.104M Shares 56,109 Est. Cost $80.62 Unrealized +88.2%
GLW CORNING INC 0.9%
Value $7.793M Shares 57,314 Est. Cost $28.00 Unrealized +298.9%
CVX CHEVRON CORP 0.8%
Value $7.04M Shares 34,027 Est. Cost $75.32 Unrealized +128.2%
EMR EMERSON ELECTRIC CO 0.8%
Value $6.996M Shares 53,393 Est. Cost $55.72 Unrealized +166.5%
KO COCA COLA COMPANY 0.8%
Value $6.695M Shares 88,046 Est. Cost $33.09 Unrealized +125.9%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value $6.675M Shares 10,822 Est. Cost $264.61 Unrealized
RTX RTX CORP 0.8%
Value $6.555M Shares 33,983 Est. Cost $60.55 Unrealized +224.7%
AVUV AVANTIS US SMALLCAP VALUE 0.8%
Value $6.321M Shares 57,219 Est. Cost $90.55 Unrealized
AVDV AVANTIS INTERNATIONAL ETF 0.7%
Value $6.013M Shares 60,215 Est. Cost $69.93 Unrealized
CBU COMMUNITY FINANCIAL SYS INC 0.7%
Value $5.883M Shares 100,312 Est. Cost $48.83 Unrealized +29.2%
LRCX LAM RESEARCH CORP 0.7%
Value $5.841M Shares 27,336 Est. Cost $75.33 Unrealized +199.9%
AMGN AMGEN INC 0.7%
Value $5.803M Shares 16,492 Est. Cost $172.16 Unrealized +103.1%
IWD ISHARES RUSSELL 1000 VALUE 0.7%
Value $5.517M Shares 25,820 Est. Cost $119.47 Unrealized
CMI CUMMINS INC 0.7%
Value $5.509M Shares 10,239 Est. Cost $107.29 Unrealized +436.4%
TXN TEXAS INSTRUMENTS INC 0.7%
Value $5.476M Shares 28,205 Est. Cost $75.63 Unrealized +172.7%
AEP AMERICAN ELECTRIC POWER CO 0.6%
Value $5.424M Shares 41,382 Est. Cost $72.72 Unrealized +65.8%
NUE NUCOR CORP 0.6%
Value $5.406M Shares 31,970 Est. Cost $39.54 Unrealized +351.3%
NEE NEXTERA ENERGY INC 0.6%
Value $5.136M Shares 55,294 Est. Cost $57.44 Unrealized +51.7%
PEG PUBLIC SVC ENTERPRISE GROUP 0.6%
Value $4.981M Shares 61,532 Est. Cost $31.44 Unrealized +159.4%
CB CHUBB LTD 0.6%
Value $4.872M Shares 14,950 Est. Cost $139.61 Unrealized +126.5%
LOW LOWES COMPANIES INC 0.6%
Value $4.68M Shares 19,808 Est. Cost $81.10 Unrealized +234.8%
V VISA INC CLASS A 0.6%
Value $4.658M Shares 15,414 Est. Cost $182.26 Unrealized +80.6%
IWS ISHARES RUSSELL MIDCAP VALUE 0.5%
Value $4.585M Shares 31,462 Est. Cost $75.98 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value $4.419M Shares 96,139 Est. Cost $38.60 Unrealized +32.5%
FLCA FRANKLIN FTSE CANADA 0.5%
Value $4.338M Shares 88,651 Est. Cost $34.80 Unrealized
QCOM QUALCOMM INC 0.5%
Value $4.188M Shares 32,519 Est. Cost $99.76 Unrealized +54.3%
ABT ABBOTT LABORATORIES 0.5%
Value $4.111M Shares 40,038 Est. Cost $51.79 Unrealized +122.8%
PSX PHILLIPS 66 0.5%
Value $3.995M Shares 21,927 Est. Cost $77.43 Unrealized +90.0%
T AT&T INC 0.5%
Value $3.993M Shares 137,802 Est. Cost $13.62 Unrealized +89.0%
OMC OMNICOM GROUP INC 0.5%
Value $3.815M Shares 50,658 Est. Cost $60.07 Unrealized +27.4%
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value $3.804M Shares 13,096 Est. Cost $225.22 Unrealized +20.5%
MCD MCDONALDS CORP 0.5%
Value $3.802M Shares 12,233 Est. Cost $113.91 Unrealized +178.5%
LLY ELI LILLY AND COMPANY 0.5%
Value $3.788M Shares 4,119 Est. Cost $364.58 Unrealized +187.2%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value $3.787M Shares 14,548 Est. Cost $75.08 Unrealized +263.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value $3.698M Shares 6,118 Est. Cost $318.56 Unrealized +88.6%
HON HONEYWELL INTL INC 0.4%
Value $3.683M Shares 16,296 Est. Cost $150.46 Unrealized +50.2%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE ETF 0.4%
Value $3.559M Shares 79,899 Est. Cost $33.47 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.4%
Value $3.509M Shares 120,714 Est. Cost $40.36 Unrealized
PFF ISHARES US PREFERRED STOCK 0.4%
Value $3.447M Shares 113,732 Est. Cost $34.62 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value $3.363M Shares 54,903 Est. Cost $43.51 Unrealized
EMXC ISHARES MSCI EM EX CHINA 0.4%
Value $3.264M Shares 41,500 Est. Cost $55.32 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.4%
Value $3.155M Shares 32,068 Est. Cost $98.06 Unrealized +12.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value $3.082M Shares 19,222 Est. Cost $181.03 Unrealized -4.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $2.84M Shares 5,778 Est. Cost $419.65 Unrealized +36.9%
HD HOME DEPOT INC 0.3%
Value $2.831M Shares 8,607 Est. Cost $148.97 Unrealized +153.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value $2.764M Shares 28,454 Est. Cost $61.36 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value $2.728M Shares 13,112 Est. Cost $118.92 Unrealized +89.1%
SRE SEMPRA ENERGY 0.3%
Value $2.711M Shares 27,896 Est. Cost $64.09 Unrealized +39.7%
KMI KINDER MORGAN INC 0.3%
Value $2.641M Shares 78,775 Est. Cost $16.90 Unrealized +76.0%
XLU UTILITIES SELECT SECTOR SPDR 0.3%
Value $2.639M Shares 57,513 Est. Cost $59.56 Unrealized
FCX FREEPORT MCMORAN INC 0.3%
Value $2.623M Shares 44,630 Est. Cost $38.47 Unrealized +58.9%
SHY ISHARES 1-3 YR TREASURY BOND 0.3%
Value $2.586M Shares 31,320 Est. Cost $82.55 Unrealized
CRM SALESFORCE INC 0.3%
Value $2.545M Shares 13,632 Est. Cost $247.34 Unrealized -12.8%
EOG EOG RESOURCES INC 0.3%
Value $2.499M Shares 17,287 Est. Cost $107.73 Unrealized +4.1%
DIS WALT DISNEY CO 0.3%
Value $2.454M Shares 25,460 Est. Cost $97.71 Unrealized +12.0%
DE DEERE & COMPANY 0.3%
Value $2.442M Shares 4,336 Est. Cost $387.76 Unrealized +42.2%
ELV ELEVANCE HEALTH INC 0.3%
Value $2.337M Shares 7,983 Est. Cost $350.86 Unrealized +0.2%
SYK STRYKER CORP 0.3%
Value $2.316M Shares 7,049 Est. Cost $145.90 Unrealized +149.9%
MBB ISHARES TR BARCLYS MBS BD 0.3%
Value $2.273M Shares 23,942 Est. Cost $94.58 Unrealized
CSX CSX CORP 0.3%
Value $2.251M Shares 54,860 Est. Cost $27.61 Unrealized +39.5%
EIPI FT ENERGY INCOME PARTNERS ENH INCOME ETF 0.3%
Value $2.248M Shares 100,000 Est. Cost $20.28 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value $2.214M Shares 9,633 Est. Cost $176.18 Unrealized +28.3%
GOOG ALPHABET INC CLASS C 0.3%
Value $2.122M Shares 7,399 Est. Cost $114.05 Unrealized +183.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value $2.119M Shares 39,207 Est. Cost $41.71 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.2%
Value $2.094M Shares 30,588 Est. Cost $48.54 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value $2.043M Shares 10,053 Est. Cost $68.31 Unrealized +252.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.961M Shares 7,246 Est. Cost $187.56 Unrealized +64.6%
INTL BUSINESS MACHINES CORP 0.2%
Value $1.939M Shares 8,000 Est. Cost $296.20 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value $1.893M Shares 4,399 Est. Cost $134.72 Unrealized
CAG CONAGRA FOODS INC 0.2%
Value $1.879M Shares 119,547 Est. Cost $24.16 Unrealized -25.4%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value $1.835M Shares 20,000 Est. Cost $25.15 Unrealized
MS MORGAN STANLEY 0.2%
Value $1.793M Shares 10,894 Est. Cost $67.39 Unrealized +166.6%
VGT VANGUARD INFO TECH ETF 0.2%
Value $1.772M Shares 2,540 Est. Cost $217.23 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $1.749M Shares 5,096 Est. Cost $137.00 Unrealized +158.8%
MET METLIFE INC 0.2%
Value $1.674M Shares 23,675 Est. Cost $74.49 Unrealized +3.9%
JAAA JANUS DETROIT STREET TR HENDERSON AAA CLO 0.2%
Value $1.647M Shares 32,702 Est. Cost $50.77 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $1.632M Shares 5,395 Est. Cost $75.29 Unrealized +373.1%
PFE PFIZER INC 0.2%
Value $1.616M Shares 57,566 Est. Cost $22.84 Unrealized +14.6%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value $1.581M Shares 25,247 Est. Cost $50.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.58M Shares 1,868 Est. Cost $649.27 Unrealized +43.6%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.2%
Value $1.58M Shares 14,468 Est. Cost $70.54 Unrealized
FISV FISERV INC 0.2%
Value $1.569M Shares 28,130 Est. Cost $119.91 Unrealized -46.7%
USB US BANCORP 0.2%
Value $1.569M Shares 30,169 Est. Cost $35.92 Unrealized +57.7%
RY ROYAL BANK OF CANADA 0.2%
Value $1.52M Shares 9,394 Est. Cost $84.46 Unrealized +101.2%
COP CONOCOPHILLIPS 0.2%
Value $1.485M Shares 11,253 Est. Cost $52.31 Unrealized +96.2%
DOW DOW INC 0.2%
Value $1.464M Shares 35,154 Est. Cost $32.52 Unrealized -10.7%
DD DUPONT DE NEMOURS INC 0.2%
Value $1.416M Shares 30,935 Est. Cost $26.60 Unrealized +73.4%
BLK BLACKROCK INC 0.2%
Value $1.414M Shares 1,470 Est. Cost $991.05 Unrealized +10.7%
QQQ INVESCO QQQ TRUST 0.2%
Value $1.407M Shares 2,437 Est. Cost $272.71 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $1.401M Shares 6,514 Est. Cost $81.14 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value $1.401M Shares 4,880 Est. Cost $123.91 Unrealized +140.6%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $1.398M Shares 5,638 Est. Cost $156.47 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value $1.375M Shares 42,970 Est. Cost $47.31 Unrealized -18.0%
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value $1.374M Shares 4,400 Est. Cost $107.90 Unrealized
DMLP DORCHESTER MINERALS LP 0.2%
Value $1.355M Shares 50,010 Est. Cost $12.78 Unrealized
SPIB SPDR INTERM CORP BOND ETF 0.2%
Value $1.304M Shares 38,874 Est. Cost $32.97 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $1.295M Shares 15,200 Est. Cost $64.56 Unrealized +37.5%
TGT TARGET CORP 0.2%
Value $1.268M Shares 10,461 Est. Cost $131.28 Unrealized -16.8%
UNP UNION PACIFIC CORP 0.1%
Value $1.222M Shares 5,038 Est. Cost $154.36 Unrealized +57.6%
IAU ISHARES GOLD TRUST 0.1%
Value $1.15M Shares 13,044 Est. Cost $41.42 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $1.114M Shares 12,434 Est. Cost $77.21 Unrealized +21.3%
BAC BANK OF AMERICA CORPORATION 0.1%
Value $1.09M Shares 22,363 Est. Cost $29.56 Unrealized +81.5%
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value $1.058M Shares 21,170 Est. Cost $50.47 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.1%
Value $1.008M Shares 6,413 Est. Cost $161.39 Unrealized +4.0%
FSLR FIRST SOLAR, INC. 0.1%
Value $986K Shares 5,000 Est. Cost $79.13 Unrealized +199.7%
SPYM SPDR PORTFOLIO S&P 500 0.1%
Value $974K Shares 12,727 Est. Cost $52.58 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.1%
Value $973K Shares 17,198 Est. Cost $38.94 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value $968K Shares 33,743 Est. Cost $29.68 Unrealized +0.5%
NKE NIKE INC CLASS B 0.1%
Value $945K Shares 17,895 Est. Cost $60.75 Unrealized +5.3%
AME AMETEK INC 0.1%
Value $886K Shares 4,135 Est. Cost $90.92 Unrealized +145.6%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value $873K Shares 24,654 Est. Cost $14.31 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value $864K Shares 7,150 Est. Cost $58.04 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value $840K Shares 5,400 Est. Cost $185.32 Unrealized +0.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value $795K Shares 4,800 Est. Cost $102.72 Unrealized
NBTB NBT BANCORP INC 0.1%
Value $788K Shares 18,509 Est. Cost $31.14 Unrealized +42.3%
MCK MCKESSON CORP 0.1%
Value $779K Shares 900 Est. Cost $161.50 Unrealized +442.1%
EWC ISHARES MSCI CANADA ETF 0.1%
Value $764K Shares 13,944 Est. Cost $35.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $755K Shares 2,354 Est. Cost $154.02 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value $754K Shares 10,365 Est. Cost $21.86 Unrealized +203.5%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.1%
Value $754K Shares 14,634 Est. Cost $52.11 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value $724K Shares 1,450 Est. Cost $278.91 Unrealized +93.3%
AMT AMERICAN TOWER CORP 0.1%
Value $700K Shares 4,055 Est. Cost $203.71 Unrealized -14.2%
GE GE AEROSPACE 0.1%
Value $674K Shares 2,374 Est. Cost $61.19 Unrealized +420.0%
VBR VANGUARD SMALLCAP VALUE ETF 0.1%
Value $631K Shares 2,905 Est. Cost $174.05 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value $626K Shares 1,685 Est. Cost $266.06 Unrealized +60.1%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value $620K Shares 2,934 Est. Cost $117.50 Unrealized
SPYG SPDR PORTFOLIO S&P500 GROWTH 0.1%
Value $607K Shares 6,202 Est. Cost $37.24 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.1%
Value $605K Shares 13,000 Est. Cost $31.45 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value $602K Shares 6,787 Est. Cost $81.56 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value $585K Shares 4,404 Est. Cost $101.70 Unrealized
EFX EQUIFAX INC 0.1%
Value $585K Shares 3,250 Est. Cost $140.42 Unrealized +45.5%
GIS GENERAL MILLS INC 0.1%
Value $581K Shares 15,611 Est. Cost $40.25 Unrealized +13.0%
VUG VANGUARD GROWTH ETF 0.1%
Value $579K Shares 1,325 Est. Cost $301.21 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $576K Shares 5,092 Est. Cost $84.04 Unrealized
KVUE KENVUE INC 0.1%
Value $561K Shares 32,583 Est. Cost $20.12 Unrealized -12.2%
ETN EATON CORP PLC 0.1%
Value $536K Shares 1,499 Est. Cost $100.48 Unrealized +251.9%
MTD METTLER-TOLEDO INTL 0.1%
Value $536K Shares 425 Est. Cost $722.02 Unrealized +95.7%
NFLX NETFLIX INC 0.1%
Value $523K Shares 5,440 Est. Cost $104.13 Unrealized -19.5%
GEV GE VERNOVA INC 0.1%
Value $498K Shares 570 Est. Cost $164.45 Unrealized +348.1%
META META PLATFORMS INC 0.1%
Value $469K Shares 820 Est. Cost $542.11 Unrealized +20.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value $447K Shares 1,532 Est. Cost $107.84 Unrealized +167.5%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value $424K Shares 4,437 Est. Cost $64.32 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH ETF 0.0%
Value $407K Shares 4,045 Est. Cost $97.04 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value $406K Shares 10,083 Est. Cost $45.37 Unrealized -14.5%
VLUE ISHARES EDGE MSCI USA VALUE FACTOR 0.0%
Value $396K Shares 2,788 Est. Cost $125.05 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $393K Shares 880 Est. Cost $438.07 Unrealized +6.7%
XLV HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $388K Shares 2,647 Est. Cost $110.46 Unrealized
VGLT VANGUARD LONG TERM TREASURY 0.0%
Value $383K Shares 6,912 Est. Cost $58.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC B 0.0%
Value $364K Shares 760 Est. Cost $239.46 Unrealized +106.1%
BND VANGUARD TOTAL BOND MRKT ETF 0.0%
Value $362K Shares 4,913 Est. Cost $77.16 Unrealized
ORCL ORACLE CORP 0.0%
Value $350K Shares 2,378 Est. Cost $101.83 Unrealized +66.6%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value $339K Shares 7,448 Est. Cost $36.72 Unrealized
XLY CONSUMER DISCRET SEL SECT SPDR ETF 0.0%
Value $332K Shares 3,050 Est. Cost $126.67 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value $329K Shares 4,152 Est. Cost $79.61 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $317K Shares 5,500 Est. Cost $45.40 Unrealized +28.1%
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.0%
Value $316K Shares 2,168 Est. Cost $142.55 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $304K Shares 1,839 Est. Cost $70.61 Unrealized +149.1%
ACLO TCW AAA CLO ETF 0.0%
Value $302K Shares 6,000 Est. Cost $50.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $294K Shares 2,600 Est. Cost $59.81 Unrealized +76.1%
NVS NOVARTIS AG ADR 0.0%
Value $291K Shares 1,906 Est. Cost $95.82 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $289K Shares 4,515 Est. Cost $60.29 Unrealized
INTC INTEL CORP 0.0%
Value $282K Shares 6,390 Est. Cost $30.35 Unrealized +53.0%
BA BOEING COMPANY 0.0%
Value $281K Shares 1,414 Est. Cost $180.51 Unrealized +32.1%
GILD GILEAD SCIENCES INC 0.0%
Value $279K Shares 2,000 Est. Cost $57.64 Unrealized +140.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $277K Shares 2,000 Est. Cost $99.22 Unrealized
TMP TOMPKINS FINANCIAL CORP 0.0%
Value $276K Shares 3,500 Est. Cost $46.77 Unrealized +67.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $274K Shares 3,769 Est. Cost $57.45 Unrealized +14.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $272K Shares 2,000 Est. Cost $110.54 Unrealized +16.6%
XLF SPDR FINANCIAL SELECT SECTOR 0.0%
Value $267K Shares 5,410 Est. Cost $38.99 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $259K Shares 3,600 Est. Cost $58.59 Unrealized +33.1%
AVEM AVANTIS EMERGING MKTS EQ 0.0%
Value $257K Shares 3,184 Est. Cost $60.77 Unrealized
MTB M & T BANK CORP 0.0%
Value $253K Shares 1,222 Est. Cost $101.35 Unrealized +118.2%
SPGI S&P GLOBAL INC 0.0%
Value $250K Shares 588 Est. Cost $274.96 Unrealized +76.5%
ZBH ZIMMER HOLDINGS INC 0.0%
Value $242K Shares 2,680 Est. Cost $126.73 Unrealized -27.7%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $238K Shares 1,410 Est. Cost $168.85 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value $232K Shares 2,500 Est. Cost $47.36 Unrealized
VB VANGUARD SMALLCAP ETF 0.0%
Value $229K Shares 875 Est. Cost $144.12 Unrealized
AVSC AVANTIS US SMALL CAP ETF 0.0%
Value $229K Shares 3,677 Est. Cost $57.25 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value $223K Shares 2,898 Est. Cost $57.72 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $216K Shares 1,103 Est. Cost $175.26 Unrealized
EIX EDISON INTL 0.0%
Value $211K Shares 2,877 Est. Cost $51.38 Unrealized +25.8%
GLDM SPDR GOLD MINISHARES 0.0%
Value $203K Shares 2,195 Est. Cost $40.83 Unrealized
PAYX PAYCHEX INC 0.0%
Value $191K Shares 2,075 Est. Cost $92.17 Unrealized +10.6%
XLP CONSUMER STAPLES SECTOR SPDR 0.0%
Value $190K Shares 2,315 Est. Cost $61.44 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $187K Shares 2,000 Est. Cost $66.06 Unrealized +43.5%
LEN LENNAR CORP CL A 0.0%
Value $185K Shares 2,135 Est. Cost $132.92 Unrealized -13.9%
XLI SPDR INDUSTRIALS (XLI) 0.0%
Value $184K Shares 1,140 Est. Cost $103.47 Unrealized
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value $169K Shares 1,800 Est. Cost $53.64 Unrealized +55.8%
SO SOUTHERN COMPANY 0.0%
Value $169K Shares 1,750 Est. Cost $46.59 Unrealized +92.2%
Q QNITY ELECTRONICS INC 0.0%
Value $168K Shares 1,456 Est. Cost $84.91 Unrealized +19.2%
C CITIGROUP INC 0.0%
Value $163K Shares 1,439 Est. Cost $100.04 Unrealized +16.1%
WFC WELLS FARGO & CO 0.0%
Value $163K Shares 2,047 Est. Cost $52.73 Unrealized +70.8%
NWFL NORWOOD FINANCIAL CORP 0.0%
Value $162K Shares 5,497 Est. Cost $28.02 Unrealized +5.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value $152K Shares 624 Est. Cost $99.17 Unrealized +86.2%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS 0.0%
Value $151K Shares 447 Est. Cost $292.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $150K Shares 220 Est. Cost $216.11 Unrealized +211.7%
MMM 3M COMPANY 0.0%
Value $145K Shares 1,000 Est. Cost $98.38 Unrealized +66.7%
MLPX GLOBAL X MLP AND ENERGY ETF 0.0%
Value $144K Shares 1,945 Est. Cost $60.84 Unrealized
EXC EXELON CORP 0.0%
Value $140K Shares 2,850 Est. Cost $22.22 Unrealized +103.2%
L LOEWS CORP 0.0%
Value $139K Shares 1,300 Est. Cost $35.50 Unrealized +199.9%
SLV ISHARES SILVER TRUST 0.0%
Value $137K Shares 2,010 Est. Cost $15.59 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $135K Shares 900 Est. Cost $137.47 Unrealized +13.5%
SYY SYSCO CORP 0.0%
Value $126K Shares 1,765 Est. Cost $33.25 Unrealized +147.3%
TM TOYOTA MOTOR CORP 0.0%
Value $124K Shares 600 Est. Cost $136.08 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value $116K Shares 4,515 Est. Cost $26.34 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value $116K Shares 342 Est. Cost $151.20 Unrealized +156.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $113K Shares 187 Est. Cost $88.71 Unrealized +592.1%
GM GENERAL MOTORS CO 0.0%
Value $109K Shares 1,459 Est. Cost $52.96 Unrealized +55.3%
COHR COHERENT CORP 0.0%
Value $107K Shares 449 Est. Cost $76.62 Unrealized +178.5%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value $106K Shares 1,350 Est. Cost $79.30 Unrealized
CCJ CAMECO CORP 0.0%
Value $105K Shares 965 Est. Cost $77.39 Unrealized +50.3%
SLB SLB 0.0%
Value $105K Shares 2,034 Est. Cost $57.18 Unrealized -15.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $104K Shares 3,796 Est. Cost $13.62 Unrealized +107.3%
COST COSTCO 0.0%
Value $99,642 Shares 100 Est. Cost $963.77 Unrealized 0.0%
AZN ASTRAZENECA PLC ORD 0.0%
Value $93,876 Shares 476 Est. Cost $190.39 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $93,800 Shares 2,000 Est. Cost $116.22 Unrealized -51.5%
ASML ASML HOLDING NV ADR 0.0%
Value $93,778 Shares 71 Est. Cost $968.08 Unrealized
BN BROOKFIELD CORP NPV 0.0%
Value $92,757 Shares 2,292 Est. Cost $29.78 Unrealized +56.7%
MO ALTRIA GROUP INC 0.0%
Value $91,989 Shares 1,394 Est. Cost $32.61 Unrealized +93.3%
MNST MONSTER BEVERAGE 0.0%
Value $91,214 Shares 1,259 Est. Cost $62.42 Unrealized +29.2%
DIA SPDR DOW JONES INDL AVERAGE ETF 0.0%
Value $89,858 Shares 194 Est. Cost $463.19 Unrealized
TMUS T MOBILE US INC 0.0%
Value $88,212 Shares 420 Est. Cost $138.73 Unrealized +44.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value $86,273 Shares 918 Est. Cost $94.54 Unrealized +5.9%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES 0.0%
Value $85,482 Shares 1,550 Est. Cost $36.77 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $85,169 Shares 495 Est. Cost $97.73 Unrealized +91.7%
BABA ALIBABA GROUP HOLDINGS LMTD 0.0%
Value $84,183 Shares 671 Est. Cost $178.73 Unrealized
DHR DANAHER CORP 0.0%
Value $82,476 Shares 435 Est. Cost $148.82 Unrealized +51.0%
SHOP SHOPIFY INC 0.0%
Value $80,305 Shares 677 Est. Cost $135.57 Unrealized +0.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $78,748 Shares 282 Est. Cost $190.64 Unrealized +58.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $78,608 Shares 1,396 Est. Cost $32.64 Unrealized +82.8%
VEU VANGUARD FTSE ALL-WLD EX-US ETF 0.0%
Value $77,653 Shares 1,034 Est. Cost $57.40 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $76,363 Shares 1,644 Est. Cost $36.38 Unrealized +40.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $75,414 Shares 772 Est. Cost $89.55 Unrealized +19.9%
APA APA CORPORATION 0.0%
Value $74,464 Shares 1,755 Est. Cost $20.82 Unrealized +26.9%
NUVEEN AMT FREE MUNI CR INC 0.0%
Value $73,980 Shares 6,000 Est. Cost $12.61 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $73,400 Shares 95 Est. Cost $564.28 Unrealized +36.3%
ENB ENBRIDGE INC 0.0%
Value $73,021 Shares 1,349 Est. Cost $26.64 Unrealized +82.4%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value $72,802 Shares 384 Est. Cost $176.81 Unrealized
F FORD MOTOR COMPANY 0.0%
Value $71,548 Shares 6,200 Est. Cost $9.76 Unrealized +40.7%
PUK PRUDENTIAL PLC ADR 0.0%
Value $70,477 Shares 2,479 Est. Cost $27.98 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $70,258 Shares 1,057 Est. Cost $56.83 Unrealized +22.9%
STT STATE STREET CORP 0.0%
Value $70,240 Shares 555 Est. Cost $110.08 Unrealized +18.3%
WBS WEBSTER FINANCIAL CORP 0.0%
Value $69,487 Shares 1,001 Est. Cost $59.37 Unrealized +14.9%
ADSK AUTODESK INC 0.0%
Value $68,468 Shares 286 Est. Cost $304.73 Unrealized -16.7%
GEHC GE HEALTHCARE TECH 0.0%
Value $68,255 Shares 959 Est. Cost $72.62 Unrealized +13.3%
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value $66,960 Shares 3,000 Est. Cost $9.88 Unrealized
ITUB ITAU UNIBANCO HLDG SA ADR 0.0%
Value $66,621 Shares 7,950 Est. Cost $7.33 Unrealized
CIEN CIENA CORP 0.0%
Value $66,385 Shares 171 Est. Cost $101.84 Unrealized +166.0%
MUFG MITSUBISHI UFJ FINL GROUP INSPONSORED ADR 0.0%
Value $66,194 Shares 3,903 Est. Cost $15.94 Unrealized
BNDX VANGUARD TOTAL INTL BOND ETF 0.0%
Value $65,430 Shares 1,362 Est. Cost $48.31 Unrealized
NGG NATIONAL GRID PLC ADR 0.0%
Value $64,972 Shares 768 Est. Cost $63.43 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value $64,955 Shares 1,218 Est. Cost $33.02 Unrealized +59.3%
ICE INTERCONTINENTALEXCHANGE GRP 0.0%
Value $64,799 Shares 412 Est. Cost $177.73 Unrealized -7.2%
WTW WILLIS TOWERS WATSON PLC LTDSHS 0.0%
Value $64,242 Shares 221 Est. Cost $322.11 Unrealized -2.2%
DGRO ISHARES CORE DIV GROWTH ETF 0.0%
Value $62,179 Shares 886 Est. Cost $63.93 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value $61,842 Shares 339 Est. Cost $218.05 Unrealized +2.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value $61,728 Shares 3,200 Est. Cost $15.36 Unrealized
ALLY ALLY FINANCIAL INC 0.0%
Value $61,653 Shares 1,572 Est. Cost $39.39 Unrealized +8.4%
FCNCA FIRST CITIZENS BANCSHARES 0.0%
Value $58,424 Shares 31 Est. Cost $1994.64 Unrealized +4.9%
TS TENARIS SA ADR 0.0%
Value $58,180 Shares 1,000 Est. Cost $30.06 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value $58,097 Shares 2,281 Est. Cost $25.47 Unrealized
BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 0.0%
Value $57,394 Shares 2,715 Est. Cost $20.67 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $56,916 Shares 590 Est. Cost $101.17 Unrealized +1.9%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value $56,287 Shares 748 Est. Cost $79.11 Unrealized -3.5%
IQV IQVIA HLDGS INC 0.0%
Value $55,084 Shares 323 Est. Cost $181.84 Unrealized +15.6%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value $54,868 Shares 495 Est. Cost $104.70 Unrealized
SNA SNAP ON INC 0.0%
Value $54,481 Shares 150 Est. Cost $207.93 Unrealized +78.6%
CTVA CORTEVA INC 0.0%
Value $53,992 Shares 645 Est. Cost $52.04 Unrealized +39.8%
SONY SONY CORP ADR 0.0%
Value $53,613 Shares 2,590 Est. Cost $28.79 Unrealized
JBL JABIL CIRCUIT INC. 0.0%
Value $53,126 Shares 200 Est. Cost $31.79 Unrealized +680.4%
KHC KRAFT HEINZ COMPANY 0.0%
Value $52,445 Shares 2,333 Est. Cost $35.31 Unrealized -32.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $51,959 Shares 438 Est. Cost $81.82 Unrealized +46.8%
HDB HDFC BANK LTD 0.0%
Value $49,491 Shares 1,990 Est. Cost $34.15 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $48,945 Shares 635 Est. Cost $64.69 Unrealized +38.4%
TJX TJX COMPANIES 0.0%
Value $47,910 Shares 300 Est. Cost $44.76 Unrealized +244.6%
TD TORONTO DOMINION BANK 0.0%
Value $46,655 Shares 500 Est. Cost $46.43 Unrealized +105.2%
CAH CARDINAL HEALTH INC 0.0%
Value $46,488 Shares 220 Est. Cost $187.72 Unrealized +14.7%
CBRE CBRE GROUP INC 0.0%
Value $46,191 Shares 341 Est. Cost $154.70 Unrealized +4.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $45,966 Shares 121 Est. Cost $264.43 Unrealized +55.2%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value $45,748 Shares 1,209 Est. Cost $25.63 Unrealized
CROX CROCS INC 0.0%
Value $45,661 Shares 550 Est. Cost $93.99 Unrealized -6.2%
CIBR FIRST TR NASDAQ CYB SEC ETF 0.0%
Value $45,631 Shares 728 Est. Cost $62.68 Unrealized
TEL TE CONNECTIVITY 0.0%
Value $44,939 Shares 215 Est. Cost $200.01 Unrealized +14.9%
THO THOR INDUSTRIES INC 0.0%
Value $44,652 Shares 559 Est. Cost $99.75 Unrealized +13.4%
ESI ELEMENT SOLUTIONS INC 0.0%
Value $44,232 Shares 1,296 Est. Cost $24.80 Unrealized +22.9%
WCC WESCO INTL INC 0.0%
Value $43,503 Shares 159 Est. Cost $209.31 Unrealized +37.8%
NDAQ NASDAQ INC 0.0%
Value $43,209 Shares 509 Est. Cost $92.14 Unrealized -0.4%
CP CANADIAN PACIFIC KANSAS CITYCOM 0.0%
Value $42,628 Shares 542 Est. Cost $76.24 Unrealized +1.3%
SHEL SHELL PLC 0.0%
Value $40,920 Shares 440 Est. Cost $71.53 Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value $40,846 Shares 1,523 Est. Cost $30.66 Unrealized
MUSA MURPHY USA INC 0.0%
Value $40,504 Shares 82 Est. Cost $184.28 Unrealized +124.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $40,247 Shares 281 Est. Cost $118.30 Unrealized +32.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $40,105 Shares 87 Est. Cost $479.87 Unrealized +8.6%
O REALTY INCOME CORP 0.0%
Value $40,072 Shares 655 Est. Cost $52.64 Unrealized +8.9%
UBS UBS GROUP AG 0.0%
Value $39,060 Shares 1,000 Est. Cost $15.37 Unrealized +196.4%
GPN GLOBAL PMTS INC 0.0%
Value $38,960 Shares 579 Est. Cost $83.75 Unrealized -10.6%
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.0%
Value $38,324 Shares 955 Est. Cost $46.07 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value $38,080 Shares 4,000 Est. Cost $9.98 Unrealized
SPDW SPDR S&P WORLD EX-US 0.0%
Value $37,935 Shares 831 Est. Cost $45.65 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $37,834 Shares 276 Est. Cost $128.28 Unrealized +9.2%
ADBE ADOBE INC 0.0%
Value $37,434 Shares 154 Est. Cost $340.55 Unrealized -14.9%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $37,412 Shares 199 Est. Cost $138.95 Unrealized +24.8%
CG CARLYLE GROUP INC 0.0%
Value $37,349 Shares 772 Est. Cost $61.48 Unrealized -4.1%
ZION ZIONS BANCORP 0.0%
Value $36,639 Shares 636 Est. Cost $55.64 Unrealized +9.4%
ICLN ISHARES GLOBAL CLEAN ENERGY 0.0%
Value $36,560 Shares 2,000 Est. Cost $23.42 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $36,057 Shares 2,304 Est. Cost $17.89 Unrealized 0.0%
OKE ONEOK INC 0.0%
Value $35,613 Shares 394 Est. Cost $32.05 Unrealized +145.0%
AVLV AVANTIS US LARGE CAP VALUE 0.0%
Value $35,549 Shares 441 Est. Cost $80.61 Unrealized
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES 0.0%
Value $35,002 Shares 2,855 Est. Cost $15.85 Unrealized -2.3%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $34,477 Shares 2,552 Est. Cost $16.27 Unrealized
COKE COCA COLA CONSOLIDATED INC 0.0%
Value $33,746 Shares 176 Est. Cost $115.38 Unrealized +38.0%
MGA MAGNA INTERNATIONAL INC 0.0%
Value $33,597 Shares 602 Est. Cost $43.84 Unrealized +30.6%
ALL THE ALLSTATE CORPORATION 0.0%
Value $33,381 Shares 161 Est. Cost $166.86 Unrealized +21.6%
SPSM SPDR PORTFOLIO SMALLCAP ETF 0.0%
Value $32,705 Shares 677 Est. Cost $33.89 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value $32,610 Shares 132 Est. Cost $44.81 Unrealized +448.5%
SEIC SEI INVESTMENTS CO. 0.0%
Value $32,565 Shares 415 Est. Cost $88.30 Unrealized -4.7%
ROBT FIRST TR NASDAQ ARTIFICAL INTELLIGENCE 0.0%
Value $32,542 Shares 705 Est. Cost $46.16 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $32,299 Shares 90 Est. Cost $181.80 Unrealized +125.7%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value $31,694 Shares 161 Est. Cost $223.02 Unrealized +5.1%
ABNB AIRBNB INC CL A 0.0%
Value $30,812 Shares 244 Est. Cost $129.37 Unrealized +0.0%
HXL HEXCEL CORP 0.0%
Value $30,753 Shares 380 Est. Cost $61.40 Unrealized +37.4%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $30,252 Shares 427 Est. Cost $83.75 Unrealized +7.4%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value $29,892 Shares 1,256 Est. Cost $22.07 Unrealized 0.0%
CLH CLEAN HARBORS INC 0.0%
Value $29,818 Shares 104 Est. Cost $236.75 Unrealized +11.2%
YUM YUM BRANDS INC 0.0%
Value $29,696 Shares 191 Est. Cost $146.07 Unrealized +7.7%
MLPA GLOBAL X MLP ETF 0.0%
Value $29,623 Shares 550 Est. Cost $39.71 Unrealized
NVO NOVO-NORDISK AS ADR 0.0%
Value $29,620 Shares 806 Est. Cost $55.49 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value $29,156 Shares 434 Est. Cost $67.67 Unrealized +6.6%
MAS MASCO CORP 0.0%
Value $28,852 Shares 478 Est. Cost $69.90 Unrealized +1.0%
HDV ISHARES CORE HIGH DIVIDEND 0.0%
Value $28,500 Shares 210 Est. Cost $88.50 Unrealized
SR SPIRE INC 0.0%
Value $27,795 Shares 307 Est. Cost $81.52 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.0%
Value $27,757 Shares 763 Est. Cost $43.19 Unrealized -2.5%
MUR MURPHY OIL CORPORATION 0.0%
Value $26,317 Shares 638 Est. Cost $27.71 Unrealized +14.6%
VMI VALMONT INDUSTRIES INC 0.0%
Value $25,972 Shares 65 Est. Cost $363.72 Unrealized +23.3%
GATX GATX CORP 0.0%
Value $25,952 Shares 152 Est. Cost $160.70 Unrealized +14.5%
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value $25,782 Shares 390 Est. Cost $55.65 Unrealized +18.3%
THG HANOVER INS GROUP INC 0.0%
Value $25,482 Shares 147 Est. Cost $169.88 Unrealized +2.3%
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value $25,111 Shares 123 Est. Cost $191.42 Unrealized +8.5%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value $24,807 Shares 231 Est. Cost $107.39 Unrealized
PHM PULTE GROUP INC 0.0%
Value $24,698 Shares 210 Est. Cost $41.81 Unrealized +214.3%
ETR ENTERGY CORP 0.0%
Value $24,494 Shares 218 Est. Cost $97.37 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value $24,113 Shares 316 Est. Cost $54.23 Unrealized +34.1%
VRP INVESCO VARIABLE RATE PFD 0.0%
Value $23,970 Shares 1,000 Est. Cost $24.45 Unrealized
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.0%
Value $23,508 Shares 392 Est. Cost $59.97 Unrealized
BP BP PLC ADR 0.0%
Value $23,500 Shares 500 Est. Cost $37.48 Unrealized
ILMN ILLUMINA INC 0.0%
Value $23,296 Shares 189 Est. Cost $99.18 Unrealized +36.5%
IJT ISHARES TR INDEX S&P SMLCP GROW 0.0%
Value $23,153 Shares 160 Est. Cost $128.43 Unrealized
RACE FERRARI N V 0.0%
Value $23,014 Shares 68 Est. Cost $479.13 Unrealized -25.6%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value $22,778 Shares 428 Est. Cost $64.85 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value $22,777 Shares 223 Est. Cost $83.24 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $22,666 Shares 91 Est. Cost $234.18 Unrealized +15.6%
JBTM JBT MAREL CORPORATION 0.0%
Value $22,249 Shares 174 Est. Cost $136.51 Unrealized +16.9%
GXO GXO LOGISTICS INC 0.0%
Value $22,239 Shares 429 Est. Cost $51.42 Unrealized +15.0%
STAG STAG INDL INC 0.0%
Value $21,996 Shares 610 Est. Cost $35.29 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value $21,902 Shares 100 Est. Cost $83.07 Unrealized +160.7%
CAKE CHEESECAKE FACTORY INC 0.0%
Value $21,900 Shares 400 Est. Cost $60.02 Unrealized 0.0%
TRST TRUSTCO BANK CORP 0.0%
Value $21,885 Shares 500 Est. Cost $39.62 Unrealized +11.0%
FPFD FIDELITY COVINGTON TRUST PFD SECS INCOME 0.0%
Value $21,460 Shares 1,000 Est. Cost $22.06 Unrealized
CMDT PIMCO COMMODITIES ACTIVE STRATEGY ETF 0.0%
Value $21,395 Shares 663 Est. Cost $32.27 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value $21,123 Shares 1,610 Est. Cost $34.27 Unrealized -40.0%
ARI APOLLO COMM REAL ESTATE 0.0%
Value $21,120 Shares 2,000 Est. Cost $10.50 Unrealized
SAP SAP AG SPON ADR 0.0%
Value $20,716 Shares 121 Est. Cost $267.20 Unrealized
CCL CARNIVAL CORP 0.0%
Value $20,696 Shares 800 Est. Cost $31.02 Unrealized 0.0%
BRKR BRUKER CORPORATION 0.0%
Value $20,366 Shares 564 Est. Cost $35.55 Unrealized +27.7%
JPST JP MORGAN ULTRA SHORT INC 0.0%
Value $20,244 Shares 400 Est. Cost $50.68 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $19,678 Shares 327 Est. Cost $74.85 Unrealized -19.4%
EXP EAGLE MATERIALS INC 0.0%
Value $19,323 Shares 102 Est. Cost $226.24 Unrealized -0.5%
DGII DIGI INTL INC 0.0%
Value $19,280 Shares 400 Est. Cost $10.69 Unrealized +322.9%
MEDP MEDPACE HOLDINGS INC 0.0%
Value $19,207 Shares 40 Est. Cost $206.82 Unrealized +162.2%
J JACOBS SOLUTIONS INC 0.0%
Value $19,092 Shares 150 Est. Cost $100.68 Unrealized +37.6%
FBIN FORTUNE BRANDS HOME & SEC 0.0%
Value $18,705 Shares 480 Est. Cost $56.62 Unrealized +0.4%
TSLX SIXTH ST SPECIALTY LENDING 0.0%
Value $18,370 Shares 1,000 Est. Cost $19.22 Unrealized +8.4%
ARCC ARES CAPITAL CORPORATION 0.0%
Value $18,020 Shares 1,000 Est. Cost $14.66 Unrealized +36.5%
ESGU ISHARES TR ESG MSCI USA ETF (ESGU) 0.0%
Value $17,677 Shares 125 Est. Cost $79.45 Unrealized
HWKN HAWKINS INC 0.0%
Value $17,664 Shares 115 Est. Cost $167.14 Unrealized -12.5%
MLI MUELLER INDS INC 0.0%
Value $17,617 Shares 159 Est. Cost $91.43 Unrealized +36.0%
CMC COMMERCIAL METALS CO 0.0%
Value $17,384 Shares 283 Est. Cost $54.97 Unrealized +40.0%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value $16,979 Shares 382 Est. Cost $27.10 Unrealized +89.9%
GAP GAP INC 0.0%
Value $16,940 Shares 700 Est. Cost $22.43 Unrealized +22.4%
AR ANTERO RESOURCES CORP 0.0%
Value $16,632 Shares 392 Est. Cost $33.33 Unrealized +1.4%
DG DOLLAR GENERAL CORP 0.0%
Value $16,622 Shares 140 Est. Cost $131.18 Unrealized +12.6%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $16,583 Shares 298 Est. Cost $53.42 Unrealized +26.1%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value $16,057 Shares 74 Est. Cost $379.72 Unrealized -34.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value $15,236 Shares 224 Est. Cost $76.27 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD 0.0%
Value $14,952 Shares 800 Est. Cost $22.86 Unrealized 0.0%
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.0%
Value $14,787 Shares 215 Est. Cost $69.73 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORP BOND 0.0%
Value $14,702 Shares 720 Est. Cost $20.16 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $14,514 Shares 50 Est. Cost $268.10 Unrealized +14.2%
HRI HERC HOLDINGS INC 0.0%
Value $14,335 Shares 144 Est. Cost $127.39 Unrealized +25.0%
WRBY WARBY PARKER INC CL A 0.0%
Value $14,173 Shares 673 Est. Cost $25.26 Unrealized -0.2%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.0%
Value $14,008 Shares 67 Est. Cost $336.52 Unrealized -26.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $13,890 Shares 3,000 Est. Cost $4.30 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $13,723 Shares 220 Est. Cost $38.65 Unrealized +34.2%
RRR RED ROCK RESORTS INC CL A 0.0%
Value $13,446 Shares 252 Est. Cost $58.84 Unrealized +6.8%
LIBERTY ALL STAR EQUITY FD 0.0%
Value $13,331 Shares 2,402 Est. Cost $6.80 Unrealized
PFG PRINCIPAL FINANCIAL GRP INC 0.0%
Value $13,246 Shares 147 Est. Cost $92.65 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value $12,988 Shares 660 Est. Cost $15.46 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $12,879 Shares 65 Est. Cost $104.37 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value $12,602 Shares 97 Est. Cost $231.22 Unrealized -25.3%
NTR NUTRIEN LTD 0.0%
Value $12,072 Shares 160 Est. Cost $68.11 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.0%
Value $11,931 Shares 45 Est. Cost $236.87 Unrealized +29.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $11,654 Shares 155 Est. Cost $75.19 Unrealized
AGCO AGCO CORP 0.0%
Value $11,587 Shares 100 Est. Cost $64.19 Unrealized +88.7%
PYPL PAYPAL HOLDINGS INC 0.0%
Value $11,305 Shares 250 Est. Cost $70.32 Unrealized -28.8%
EQT EQT CORPORATION 0.0%
Value $11,135 Shares 175 Est. Cost $33.40 Unrealized +65.5%
BHP BHP GROUP LTD ADR 0.0%
Value $10,911 Shares 150 Est. Cost $44.58 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value $10,899 Shares 137 Est. Cost $85.91 Unrealized
RDDT REDDIT CLASS A 0.0%
Value $10,772 Shares 80 Est. Cost $52.71 Unrealized +259.8%
GMOI GMO INTERNATIONAL VALUE ETF 0.0%
Value $10,540 Shares 291 Est. Cost $36.22 Unrealized
PR PERMIAN RESOURCES CORP CL A 0.0%
Value $10,463 Shares 491 Est. Cost $13.71 Unrealized +15.1%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value $10,197 Shares 323 Est. Cost $44.50 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF 0.0%
Value $9,711 Shares 105 Est. Cost $58.40 Unrealized
VIOO VANGUARD S&P SMALLCAP ETF 0.0%
Value $9,645 Shares 84 Est. Cost $114.82 Unrealized
VALE VALE SA SPONSORED ADS 0.0%
Value $9,546 Shares 600 Est. Cost $15.86 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $9,231 Shares 625 Est. Cost $15.82 Unrealized +10.6%
INFU INFUSYSTEMS HOLDINGS INC 0.0%
Value $9,230 Shares 1,000 Est. Cost $3.18 Unrealized +159.6%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $9,041 Shares 50 Est. Cost $111.16 Unrealized +96.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value $8,583 Shares 176 Est. Cost $45.46 Unrealized +13.4%
HIMS HIMS & HERS HEALTH INC CL A 0.0%
Value $8,300 Shares 400 Est. Cost $42.83 Unrealized -40.9%
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value $8,249 Shares 730 Est. Cost $19.92 Unrealized -37.8%
B BARRICK MINING CORPORATION 0.0%
Value $8,158 Shares 200 Est. Cost $19.29 Unrealized +150.4%
AMCR AMCOR PLC COM NEW 0.0%
Value $7,950 Shares 200 Est. Cost $45.83 Unrealized 0.0%
FISI FINANCIAL INSTITUTIONS INC 0.0%
Value $7,925 Shares 250 Est. Cost $17.92 Unrealized +83.4%
HUM HUMANA INC 0.0%
Value $7,455 Shares 43 Est. Cost $246.72 Unrealized -9.4%
CSW CSW INDUSTRIALS INC 0.0%
Value $7,295 Shares 28 Est. Cost $267.73 Unrealized +14.0%
BSCT INVESCO BULLETSHS CORP ETF 0.0%
Value $7,090 Shares 380 Est. Cost $18.54 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $6,665 Shares 50 Est. Cost $192.94 Unrealized -12.6%
JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 0.0%
Value $6,581 Shares 94 Est. Cost $70.01 Unrealized
KEX KIRBY CORP 0.0%
Value $6,511 Shares 49 Est. Cost $100.46 Unrealized +24.0%
IEF ISHARES 7-10 YEAR TSY BOND 0.0%
Value $6,203 Shares 65 Est. Cost $108.36 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value $5,841 Shares 236 Est. Cost $24.75 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $5,600 Shares 1,000 Est. Cost $5.00 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value $5,502 Shares 73 Est. Cost $79.61 Unrealized +5.8%
VCLT VANGUARD LONG TERM CORP BONDINDEX FUND ETF 0.0%
Value $5,305 Shares 71 Est. Cost $77.65 Unrealized
NWN NORTHWEST NATURAL HLDG CO 0.0%
Value $5,268 Shares 99 Est. Cost $41.49 Unrealized +15.2%
PXH INVESCO RAFI EMERGNG MKT ETF 0.0%
Value $4,573 Shares 170 Est. Cost $26.90 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $4,383 Shares 190 Est. Cost $23.55 Unrealized -11.1%
SCHE SCHWAB EMG MKT EQ ETF 0.0%
Value $4,382 Shares 133 Est. Cost $32.95 Unrealized
FNDA SCHWAB US SMALL CO ETF 0.0%
Value $4,345 Shares 134 Est. Cost $32.43 Unrealized
DKNG DRAFTKINGS INC CL A 0.0%
Value $4,322 Shares 200 Est. Cost $14.08 Unrealized +105.5%
HOG HARLEY DAVIDSON INC 0.0%
Value $4,042 Shares 200 Est. Cost $61.89 Unrealized -67.2%
DJT TRUMP MEDIA & TECH GROUP 0.0%
Value $3,944 Shares 425 Est. Cost $38.79 Unrealized -67.6%
CRBN ISHARES MSCI ACWI LOW CARBON 0.0%
Value $3,787 Shares 17 Est. Cost $171.43 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $3,774 Shares 200 Est. Cost $17.65 Unrealized +12.5%
SANM SANMINA CORPORATION 0.0%
Value $3,759 Shares 29 Est. Cost $112.45 Unrealized +39.4%
SUSC ISHARES ESG USD CORP BOND 0.0%
Value $3,376 Shares 146 Est. Cost $23.01 Unrealized
RBBN RIBBONS COMMUNICATIONS INC 0.0%
Value $2,954 Shares 1,400 Est. Cost $8.28 Unrealized -69.7%
SPMD SPDR PORTFOLIO MIDCAP ETF 0.0%
Value $2,664 Shares 45 Est. Cost $54.33 Unrealized
XJH ISHARES TR ESG SELECT MIDCAP 0.0%
Value $2,630 Shares 58 Est. Cost $44.64 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value $2,554 Shares 96 Est. Cost $26.60 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY 0.0%
Value $2,516 Shares 25 Est. Cost $100.46 Unrealized
ESML ISHARES ESG AWARE MSCI SMALLCAP ETF 0.0%
Value $2,398 Shares 51 Est. Cost $41.99 Unrealized
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value $2,395 Shares 100 Est. Cost $28.25 Unrealized
EBND SPDR BLOOMBERG EM MKT ETF 0.0%
Value $2,393 Shares 116 Est. Cost $20.63 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $2,378 Shares 50 Est. Cost $71.59 Unrealized -25.3%
PLUG PLUG POWER INC 0.0%
Value $2,250 Shares 1,000 Est. Cost $2.24 Unrealized -4.3%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $2,056 Shares 27 Est. Cost $47.08 Unrealized +38.5%
GABELLI UTILITY TRUST 0.0%
Value $1,996 Shares 330 Est. Cost $7.83 Unrealized
SCYB SCHWAB STRATEGIC TR HIGH YIELD BD ET 0.0%
Value $1,950 Shares 75 Est. Cost $26.00 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value $1,879 Shares 75 Est. Cost $25.32 Unrealized
SCHC SCHWAB INTL SM CAP EQ ETF 0.0%
Value $1,542 Shares 33 Est. Cost $46.73 Unrealized
FNDC SCHWAB FNDMTL INTL SM ETF 0.0%
Value $1,483 Shares 32 Est. Cost $46.34 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value $1,288 Shares 54 Est. Cost $20.00 Unrealized
SCHH SCHWAB US REIT ETF 0.0%
Value $1,267 Shares 59 Est. Cost $21.47 Unrealized
VNQI VANGUARD INTL EQUITY INDEX FGLB EX US ETF 0.0%
Value $1,244 Shares 28 Est. Cost $44.43 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value $1,175 Shares 299 Est. Cost $7.80 Unrealized
FNDE SCHWAB FNDMNTL EM EQ ETF 0.0%
Value $879 Shares 23 Est. Cost $38.22 Unrealized
HYLB XTRACKERS HIGH YLD ETF 0.0%
Value $469 Shares 13 Est. Cost $36.08 Unrealized
BB BLACKBERRY LTD NPV 0.0%
Value $268 Shares 83 Est. Cost $5.49 Unrealized -33.6%
LPRO OPEN LENDING CORP 0.0%
Value $250 Shares 200 Est. Cost $7.04 Unrealized -75.5%
VSNT VERSANT MEDIA GROUP INC CL A 0.0%
Value $185 Shares 5 Est. Cost $32.14 Unrealized 0.0%
AIM AIM IMMUNOTECH INC 0.0%
Value $76 Shares 132 Est. Cost $7.45 Unrealized -84.7%
CVM CEL-SCI CORP 0.0%
Value $51 Shares 16 Est. Cost $5.23 Unrealized +1.6%
CGC CANOPY GROWTH CORP 0.0%
Value $47 Shares 50 Est. Cost $1.29 Unrealized -10.1%