HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001380137 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $492 (100.0% shares, 0.0% debt)

Holdings (254)

MSFT MICROSOFT CORP COM 6.2%
Value ($000) $30 Shares 96,200 Est. Cost $30.47 Unrealized +965.4%
AAPL APPLE 5.6%
Value ($000) $28 Shares 161,998 Est. Cost $93.46 Unrealized +94.0%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF 4.1%
Value ($000) $20 Shares 241,031 Est. Cost $40.30 Unrealized
AMGN AMGEN INC COM 3.1%
Value ($000) $15 Shares 56,164 Est. Cost $119.03 Unrealized +94.8%
IHDG WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD 2.5%
Value ($000) $12 Shares 319,891 Est. Cost $4.08 Unrealized
TROW PRICE T ROWE GROUP INC COM 2.0%
Value ($000) $10 Shares 94,775 Est. Cost $79.80 Unrealized +25.7%
FISV FISERV INC COM 2.0%
Value ($000) $10 Shares 86,657 Est. Cost $76.27 Unrealized +61.5%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 1.9%
Value ($000) $9 Shares 130,612 Est. Cost $11.59 Unrealized
ACN ACCENTURE PLC IRELAND CLASS SHS 1.8%
Value ($000) $9 Shares 28,747 Est. Cost $81.79 Unrealized +272.1%
PEP PEPSICO INC COM 1.7%
Value ($000) $8 Shares 49,090 Est. Cost $131.46 Unrealized +27.1%
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $8 Shares 56,320 Est. Cost $73.35 Unrealized +96.5%
ISTB ISHARES TR CORE 1-5 YR USD BD ETF 1.7%
Value ($000) $8 Shares 177,208 Est. Cost $12.21 Unrealized
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $8 Shares 52,029 Est. Cost $108.19 Unrealized +41.7%
BOOM DMC GLOBAL INC COM 1.6%
Value ($000) $8 Shares 330,243 Est. Cost $18.02 Unrealized +20.7%
QQQM INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF 1.6%
Value ($000) $8 Shares 54,370 Est. Cost $29.81 Unrealized
RMD RESMED INC COM 1.5%
Value ($000) $8 Shares 51,296 Est. Cost $110.96 Unrealized +59.3%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $7 Shares 13,653 Est. Cost $460.38 Unrealized +14.9%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $7 Shares 127,062 Est. Cost $18.30 Unrealized +174.8%
AVGO BROADCOM INC COM 1.3%
Value ($000) $6 Shares 7,574 Est. Cost $50.16 Unrealized +67.4%
OFLX OMEGA FLEX INC COM 1.3%
Value ($000) $6 Shares 78,822 Est. Cost $18.79 Unrealized +359.4%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 1.3%
Value ($000) $6 Shares 142,134 Est. Cost $0.04 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $6 Shares 50,509 Est. Cost $63.37 Unrealized +59.4%
SHM SPDR SER TR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUN BD ETF 1.1%
Value ($000) $6 Shares 120,907 Est. Cost $49.54 Unrealized
LLY LILLY ELI & CO COM 1.1%
Value ($000) $5 Shares 10,169 Est. Cost $133.96 Unrealized +278.3%
JCPI J P MORGAN EXCHANGE-TRADED FD TR INFLATION MANAGED BD ETF 1.1%
Value ($000) $5 Shares 118,115 Est. Cost $48.29 Unrealized
NSRGY NESTLE SA SPONSORED ADR REPSTG REG SHS 1.0%
Value ($000) $5 Shares 43,907 Est. Cost $96.22 Unrealized
PFE PFIZER INC COM 1.0%
Value ($000) $5 Shares 142,064 Est. Cost $22.27 Unrealized +37.3%
TPL TEXAS PAC LD CORP COM 1.0%
Value ($000) $5 Shares 2,573 Est. Cost $127.68 Unrealized +43.5%
V VISA INC COM CL A 0.9%
Value ($000) $4 Shares 19,318 Est. Cost $186.48 Unrealized +26.6%
LABORATORY CORP AMER HLDGS COM NEW 0.8%
Value ($000) $4 Shares 20,145 Est. Cost $194.12 Unrealized
NXPI NXP SEMICONDUCTORS NV COM 0.8%
Value ($000) $4 Shares 19,824 Est. Cost $135.60 Unrealized +46.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $4 Shares 66,229 Est. Cost $52.67 Unrealized +3.2%
JEPI J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF 0.8%
Value ($000) $4 Shares 71,494 Est. Cost $8.06 Unrealized
IWR ISHARES TR RUSSELL MID-CAP ETF 0.8%
Value ($000) $4 Shares 54,364 Est. Cost $13.58 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $4 Shares 24,171 Est. Cost $85.04 Unrealized +59.1%
VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF 0.7%
Value ($000) $4 Shares 74,060 Est. Cost $0.05 Unrealized
APD AIR PRODS & CHEMS INC COM 0.7%
Value ($000) $3 Shares 12,293 Est. Cost $226.98 Unrealized +21.1%
PPG PPG INDS INC COM 0.7%
Value ($000) $3 Shares 25,890 Est. Cost $131.61 Unrealized +1.1%
FNF FIDELITY NATL FINL INC NEW FNF GROUP 0.6%
Value ($000) $3 Shares 76,943 Est. Cost $31.79 Unrealized +11.2%
ANSYS INC COM 0.6%
Value ($000) $3 Shares 10,484 Est. Cost $109.09 Unrealized
IGSB ISHARES TR SHORT-TERM CORP BD ETF 0.6%
Value ($000) $3 Shares 61,311 Est. Cost $54.14 Unrealized
APTIV PLC SHS COM 0.6%
Value ($000) $3 Shares 29,178 Est. Cost $67.78 Unrealized
HY HYSTER-YALE MATLS HANDLING INC CL A 0.6%
Value ($000) $3 Shares 63,550 Est. Cost $29.86 Unrealized +44.3%
ABT ABBOTT LABS COM 0.5%
Value ($000) $3 Shares 27,629 Est. Cost $54.35 Unrealized +84.8%
WSO WATSCO INC CL A 0.5%
Value ($000) $3 Shares 6,893 Est. Cost $232.76 Unrealized +55.3%
COHR COHERENT CORP COM 0.5%
Value ($000) $3 Shares 79,727 Est. Cost $46.35 Unrealized -11.4%
INTC INTEL CORP COM 0.5%
Value ($000) $3 Shares 71,779 Est. Cost $32.55 Unrealized +5.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $3 Shares 9,617 Est. Cost $151.42 Unrealized +78.0%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2 Shares 14,741 Est. Cost $142.80 Unrealized +2.1%
SYK STRYKER CORP 0.5%
Value ($000) $2 Shares 9,055 Est. Cost $130.69 Unrealized +114.3%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $2 Shares 26,612 Est. Cost $85.41 Unrealized +0.9%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR 0.5%
Value ($000) $2 Shares 25,736 Est. Cost $38.40 Unrealized
HOLX HOLOGIC INC COM 0.4%
Value ($000) $2 Shares 31,264 Est. Cost $56.62 Unrealized +33.5%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $2 Shares 26,020 Est. Cost $67.00 Unrealized +19.8%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $2 Shares 48,108 Est. Cost $37.36 Unrealized -2.5%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.4%
Value ($000) $2 Shares 26,413 Est. Cost $68.87 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $2 Shares 8,236 Est. Cost $100.86 Unrealized +129.2%
GIS GENERAL MILLS INC COM 0.4%
Value ($000) $2 Shares 30,275 Est. Cost $49.75 Unrealized +29.8%
FDX FEDEX CORP COM 0.4%
Value ($000) $2 Shares 7,087 Est. Cost $211.13 Unrealized +16.9%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $2 Shares 26,709 Est. Cost $60.07 Unrealized +11.9%
MATW MATTHEWS INTL CORP CL A COM 0.4%
Value ($000) $2 Shares 46,073 Est. Cost $34.06 Unrealized +15.8%
GLW CORNING INC COM 0.4%
Value ($000) $2 Shares 57,680 Est. Cost $29.14 Unrealized +5.4%
DLR DIGITAL RLTY TR INC COM 0.3%
Value ($000) $2 Shares 14,152 Est. Cost $108.94 Unrealized +4.3%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $2 Shares 16,483 Est. Cost $74.72 Unrealized +33.6%
FIX COMFORT SYS USA INC COM 0.3%
Value ($000) $2 Shares 9,680 Est. Cost $79.17 Unrealized +119.7%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $2 Shares 3,272 Est. Cost $244.63 Unrealized +92.1%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $2 Shares 7,047 Est. Cost $90.27 Unrealized +31.1%
UPS UNITED PARCEL SVC INC CL B 0.3%
Value ($000) $2 Shares 10,342 Est. Cost $77.47 Unrealized +95.7%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $2 Shares 23,106 Est. Cost $78.73 Unrealized -18.0%
SAIA SAIA INC COM 0.3%
Value ($000) $2 Shares 3,966 Est. Cost $288.65 Unrealized +39.8%
WM WASTE MGMT INC DEL COM 0.3%
Value ($000) $2 Shares 10,300 Est. Cost $111.88 Unrealized +39.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $2 Shares 4,381 Est. Cost $298.11 Unrealized +19.0%
H HYATT HOTELS CORP COM CL A 0.3%
Value ($000) $2 Shares 14,231 Est. Cost $110.84 Unrealized +1.7%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.3%
Value ($000) $1 Shares 10,441 Est. Cost $117.26 Unrealized +12.4%
AZO AUTOZONE INC 0.3%
Value ($000) $1 Shares 570 Est. Cost $2481.66 Unrealized +1.1%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $1 Shares 27,089 Est. Cost $51.42 Unrealized +3.0%
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.3%
Value ($000) $1 Shares 201,660 Est. Cost $13.13 Unrealized -27.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $1 Shares 11,803 Est. Cost $87.00 Unrealized +32.3%
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $1 Shares 9,850 Est. Cost $145.88 Unrealized -1.0%
FAF FIRST AMERN FINL CORP COM 0.3%
Value ($000) $1 Shares 25,165 Est. Cost $51.60 Unrealized +6.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1 Shares 10,764 Est. Cost $109.61 Unrealized +17.7%
JPM JPMORGAN CHASE 0.3%
Value ($000) $1 Shares 9,696 Est. Cost $104.63 Unrealized +36.0%
EXPE EXPEDIA GROUP INC COM NEW 0.3%
Value ($000) $1 Shares 13,495 Est. Cost $100.23 Unrealized +9.2%
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF 0.3%
Value ($000) $1 Shares 9,764 Est. Cost $120.95 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.3%
Value ($000) $1 Shares 3,365 Est. Cost $162.32 Unrealized +22.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1 Shares 18,425 Est. Cost $53.56 Unrealized +32.0%
RS RELIANCE STL & ALUM CO COM 0.3%
Value ($000) $1 Shares 5,179 Est. Cost $241.44 Unrealized +14.8%
BRBR BELLRING BRANDS INC NEW COM 0.3%
Value ($000) $1 Shares 32,692 Est. Cost $38.33 Unrealized 0.0%
TTWO TAKE TWO INTERACTIVE SOFTWARE INC CDT COM 0.3%
Value ($000) $1 Shares 9,597 Est. Cost $121.59 Unrealized +18.4%
QYLD GLOBAL X FDS NASDAQ 100 COVERED CALL ETF 0.3%
Value ($000) $1 Shares 76,545 Est. Cost $3.94 Unrealized
WY WEYERHAEUSER CO COM 0.3%
Value ($000) $1 Shares 41,764 Est. Cost $27.02 Unrealized +13.3%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH 0.3%
Value ($000) $1 Shares 19,817 Est. Cost $53.56 Unrealized
TRINITY BIOTECH PLC SPONS ADR NEW 0.3%
Value ($000) $1 Shares 1,732,395 Est. Cost $4.11 Unrealized
FNV FRANCO NEV CORP COM 0.3%
Value ($000) $1 Shares 9,467 Est. Cost $135.20 Unrealized +2.3%
CARR CARRIER GLOBAL CORP COM 0.3%
Value ($000) $1 Shares 22,458 Est. Cost $38.50 Unrealized +38.8%
SCCO SOUTHERN COPPER CORP DEL COM 0.2%
Value ($000) $1 Shares 16,250 Est. Cost $49.51 Unrealized +41.1%
JBL JABIL INC COM 0.2%
Value ($000) $1 Shares 9,569 Est. Cost $71.00 Unrealized +53.2%
WSM WILLIAMS SONOMA INC COM 0.2%
Value ($000) $1 Shares 7,683 Est. Cost $59.98 Unrealized +10.5%
AMZN AMAZON COM INC 0.2%
Value ($000) $1 Shares 9,271 Est. Cost $123.78 Unrealized +8.3%
MUB ISHARES TR NATL MUN BD ETF FD 0.2%
Value ($000) $1 Shares 11,200 Est. Cost $104.95 Unrealized
CHDN CHURCHILL DOWNS INC 0.2%
Value ($000) $1 Shares 9,807 Est. Cost $130.87 Unrealized -6.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1 Shares 6,114 Est. Cost $164.35 Unrealized +5.8%
SNA SNAP ON INC COM 0.2%
Value ($000) $1 Shares 4,322 Est. Cost $239.94 Unrealized +5.7%
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.2%
Value ($000) $1 Shares 19,983 Est. Cost $43.16 Unrealized +26.0%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.2%
Value ($000) $1 Shares 19,240 Est. Cost $26.85 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $1 Shares 15,370 Est. Cost $57.95 Unrealized +21.3%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1 Shares 31,811 Est. Cost $37.26 Unrealized -22.2%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $1 Shares 8,196 Est. Cost $136.01 Unrealized -4.6%
KVUE KENVUE INC COM 0.2%
Value ($000) $1 Shares 47,904 Est. Cost $21.04 Unrealized 0.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $1 Shares 8,692 Est. Cost $45.42 Unrealized +148.3%
KO COCA COLA COMPANY 0.2%
Value ($000) $1 Shares 16,365 Est. Cost $51.90 Unrealized +7.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1 Shares 5,730 Est. Cost $157.16 Unrealized +1.1%
GE GENERAL ELEC CO COM NEW 0.2%
Value ($000) $1 Shares 7,978 Est. Cost $47.56 Unrealized +86.4%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $1 Shares 10,487 Est. Cost $38.35 Unrealized +9.9%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $1 Shares 7,312 Est. Cost $81.66 Unrealized +26.5%
ELMD ELECTROMED INC COM 0.2%
Value ($000) $1 Shares 80,500 Est. Cost $10.66 Unrealized -1.9%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1 Shares 14,416 Est. Cost $70.61 Unrealized -8.8%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $1 Shares 1,986 Est. Cost $366.11 Unrealized +13.4%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $1 Shares 3,168 Est. Cost $249.26 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.2%
Value ($000) $1 Shares 5,600 Est. Cost $113.08 Unrealized +27.6%
WTW WILLIS TOWERS WATSON PUB LTD CO SHS 0.2%
Value ($000) $1 Shares 3,810 Est. Cost $100.14 Unrealized +106.6%
SYM SYMBOTIC INC CL A 0.2%
Value ($000) $1 Shares 23,468 Est. Cost $34.76 Unrealized +18.4%
NDAQ NASDAQ INC COM 0.1%
Value ($000) $1 Shares 14,997 Est. Cost $54.11 Unrealized -9.5%
EQT EQT CORPORATION COM 0.1%
Value ($000) $1 Shares 17,937 Est. Cost $38.99 Unrealized +2.5%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 3,538 Est. Cost $208.95 Unrealized -1.3%
DE DEERE & CO 0.1%
Value ($000) $1 Shares 1,916 Est. Cost $355.96 Unrealized +11.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1 Shares 9,994 Est. Cost $58.09 Unrealized +22.0%
AFL AFLAC INC COM 0.1%
Value ($000) $1 Shares 9,260 Est. Cost $42.96 Unrealized +64.1%
TREX TREX INC COM 0.1%
Value ($000) $1 Shares 11,304 Est. Cost $52.80 Unrealized +29.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1 Shares 2,295 Est. Cost $274.41 Unrealized +10.4%
IAGG ISHARES TR CORE INTL AGGREGATE BD ETF 0.1%
Value ($000) $1 Shares 14,200 Est. Cost $0.05 Unrealized
HRI HERC HLDGS INC COM 0.1%
Value ($000) $1 Shares 5,764 Est. Cost $119.05 Unrealized +4.4%
FOUR SHIFT4 PMTS INC CL A 0.1%
Value ($000) $1 Shares 12,547 Est. Cost $60.97 Unrealized 0.0%
VGIT VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD 0.1%
Value ($000) $1 Shares 11,977 Est. Cost $0.06 Unrealized
SUB ISHARES TR SHORT-TERM NATL MUN BD ETF FD 0.1%
Value ($000) $1 Shares 6,450 Est. Cost $0.10 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1 Shares 5,080 Est. Cost $109.38 Unrealized +17.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1 Shares 2,427 Est. Cost $194.16 Unrealized +34.7%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1 Shares 5,505 Est. Cost $82.38 Unrealized +42.9%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $1 Shares 1,505 Est. Cost $15.13 Unrealized +195.8%
TTEK TETRA TECH INC NEW COM 0.1%
Value ($000) $1 Shares 4,320 Est. Cost $29.48 Unrealized +10.3%
BC BRUNSWICK CORP COM 0.1%
Value ($000) $1 Shares 8,244 Est. Cost $77.28 Unrealized +0.7%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $1 Shares 10,700 Est. Cost $43.70 Unrealized +28.9%
MMM 3M CO COM 0.1%
Value ($000) $1 Shares 6,764 Est. Cost $72.20 Unrealized +10.2%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1 Shares 15,370 Est. Cost $43.77 Unrealized -7.5%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $1 Shares 17,350 Est. Cost $26.49 Unrealized
VIG VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1 Shares 3,970 Est. Cost $134.64 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $1 Shares 3,231 Est. Cost $0.19 Unrealized
PRKS SEAWORLD ENTMT INC COM 0.1%
Value ($000) $1 Shares 13,313 Est. Cost $58.43 Unrealized -13.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1 Shares 7,623 Est. Cost $87.32 Unrealized -10.9%
CODI COMPASS DIVERSIFIED HLDGS SH BEN INT 0.1%
Value ($000) $1 Shares 31,600 Est. Cost $19.56 Unrealized -1.4%
PLMR PALOMAR HLDGS INC COM 0.1%
Value ($000) $1 Shares 11,667 Est. Cost $53.79 Unrealized +1.7%
MCCK MESTEK INC COM NEW 0.1%
Value ($000) $1 Shares 27,832 Est. Cost $17.86 Unrealized +19.8%
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $1 Shares 5,380 Est. Cost $117.75 Unrealized
SMG THE SCOTTS MIRACLE GRO CO HLDG CO 0.1%
Value ($000) $1 Shares 11,272 Est. Cost $58.93 Unrealized -12.3%
FTRE FORTREA HLDGS INC COM 0.1%
Value ($000) $1 Shares 19,799 Est. Cost $29.59 Unrealized 0.0%
APLD APPLIED DIGITAL CORP COM NEW 0.1%
Value ($000) $1 Shares 90,131 Est. Cost $6.26 Unrealized +11.7%
META META PLATFORMS INC CL A 0.1%
Value ($000) $1 Shares 1,839 Est. Cost $187.26 Unrealized +59.8%
SYY SYSCO CORP COM 0.1%
Value ($000) $1 Shares 8,150 Est. Cost $45.53 Unrealized +47.3%
STT STATE STR CORP COM 0.1%
Value ($000) $1 Shares 8,001 Est. Cost $58.78 Unrealized +10.4%
COST COSTCO WHOLESALE CORP NEW COM 0.1%
Value ($000) $1 Shares 951 Est. Cost $249.65 Unrealized +113.2%
WMT WAL-MART 0.1%
Value ($000) $1 Shares 3,311 Est. Cost $44.23 Unrealized +17.1%
HSY HERSHEY CO COM 0.1%
Value ($000) $1 Shares 2,639 Est. Cost $193.75 Unrealized +7.7%
DIS DISNEY WALT CO DISNEY COM 0.1%
Value ($000) $1 Shares 6,483 Est. Cost $116.12 Unrealized -28.1%
BK BANK OF NEW YORK MELLON CORP COM 0.1%
Value ($000) $1 Shares 12,220 Est. Cost $40.28 Unrealized +3.8%
PDER PARDEE RES CO COM 0.1%
Value ($000) $1 Shares 2,191 Est. Cost $196.72 Unrealized +19.2%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $1 Shares 3,165 Est. Cost $178.26 Unrealized -6.0%
CENX CENTURY ALUM CO COM 0.1%
Value ($000) $1 Shares 71,500 Est. Cost $11.49 Unrealized -29.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.1%
Value ($000) $0 Shares 7,942 Est. Cost $52.83 Unrealized +24.8%
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP 0.1%
Value ($000) $0 Shares 1,695 Est. Cost $183.75 Unrealized +61.5%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $0 Shares 7,500 Est. Cost $61.10 Unrealized
IQDG WISDOMTREE TR INTL QUALITY DIVID GROWTH FD 0.1%
Value ($000) $0 Shares 14,650 Est. Cost $0.03 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $0 Shares 10,476 Est. Cost $38.42 Unrealized +8.0%
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $0 Shares 2,030 Est. Cost $182.99 Unrealized +25.7%
KELLOGG CO COM 0.1%
Value ($000) $0 Shares 7,790 Est. Cost $44.53 Unrealized +23.3%
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $0 Shares 4,987 Est. Cost $135.91 Unrealized -33.5%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 0.1%
Value ($000) $0 Shares 17,100 Est. Cost $0.03 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.1%
Value ($000) $0 Shares 17,925 Est. Cost $18.07 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $0 Shares 4,993 Est. Cost $57.49 Unrealized +48.4%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $0 Shares 4,109 Est. Cost $193.34 Unrealized -26.7%
FNB F N B CORP PA COM 0.1%
Value ($000) $0 Shares 40,600 Est. Cost $9.01 Unrealized +20.4%
IVV ISHARES TR CORE S&P 500 ETF 0.1%
Value ($000) $0 Shares 1,009 Est. Cost $0.43 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.1%
Value ($000) $0 Shares 17,600 Est. Cost $0.02 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $0 Shares 5,947 Est. Cost $88.11 Unrealized -7.8%
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $0 Shares 4,477 Est. Cost $98.88 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $0 Shares 1,690 Est. Cost $226.24 Unrealized -2.7%
ESLT ELBIT SYSTEMS LTD 0.1%
Value ($000) $0 Shares 2,075 Est. Cost $202.26 Unrealized -0.8%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $0 Shares 8,250 Est. Cost $29.13 Unrealized
PCAR PACCAR INC COM 0.1%
Value ($000) $0 Shares 4,725 Est. Cost $53.88 Unrealized +42.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $0 Shares 2,287 Est. Cost $206.23 Unrealized -15.1%
VMWARE INC CL A COM 0.1%
Value ($000) $0 Shares 2,411 Est. Cost $114.38 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $0 Shares 3,175 Est. Cost $130.51 Unrealized -2.5%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $0 Shares 2,533 Est. Cost $87.80 Unrealized +51.1%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $0 Shares 2,524 Est. Cost $83.99 Unrealized +89.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $0 Shares 4,282 Est. Cost $87.64 Unrealized -4.7%
QCLN FIRST TR EXCHANGE-TRADED FD NASDAQ CLEAN EDGE GREEN ENERGY INDEX 0.1%
Value ($000) $0 Shares 8,856 Est. Cost $26.90 Unrealized
BWEL BOSWELL J.G. CO COM 0.1%
Value ($000) $0 Shares 545 Est. Cost $848.93 Unrealized -27.4%
CRH CRH PLC SHS 0.1%
Value ($000) $0 Shares 6,490 Est. Cost $54.36 Unrealized 0.0%
ETD ETHAN ALLEN INTERIORS INC COM 0.1%
Value ($000) $0 Shares 11,600 Est. Cost $21.46 Unrealized +21.3%
BALL BALL CORP COM 0.1%
Value ($000) $0 Shares 6,900 Est. Cost $42.60 Unrealized +23.8%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $0 Shares 7,679 Est. Cost $56.03 Unrealized -21.4%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $0 Shares 641 Est. Cost $402.11 Unrealized +30.5%
FLEX FLEX LTD ORD SHS 0.1%
Value ($000) $0 Shares 11,850 Est. Cost $12.39 Unrealized +63.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $0 Shares 30,215 Est. Cost $12.11 Unrealized -16.7%
BLACKROCK FLOATING RATE INCOME TR COM 0.1%
Value ($000) $0 Shares 26,011 Est. Cost $11.00 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $0 Shares 1,091 Est. Cost $272.79 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $0 Shares 3,246 Est. Cost $78.14 Unrealized +3.7%
CME CME GROUP INC COM 0.1%
Value ($000) $0 Shares 1,525 Est. Cost $182.30 Unrealized -1.2%
MCK MCKESSON CORP COM 0.1%
Value ($000) $0 Shares 701 Est. Cost $314.09 Unrealized +32.7%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $74.71 Unrealized +34.4%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $0 Shares 3,235 Est. Cost $64.23 Unrealized +50.4%
SHYG ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF 0.1%
Value ($000) $0 Shares 7,179 Est. Cost $0.04 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.1%
Value ($000) $0 Shares 31,135 Est. Cost $8.27 Unrealized
COR AMERISOURCE BERGEN CORP COM 0.1%
Value ($000) $0 Shares 1,600 Est. Cost $147.67 Unrealized +22.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $0 Shares 2,317 Est. Cost $52.32 Unrealized +106.2%
DISCOVER FINL SVCS COM INC 0.1%
Value ($000) $0 Shares 3,200 Est. Cost $86.40 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $0 Shares 1,574 Est. Cost $161.45 Unrealized +9.6%
DGRO ISHARES TR CORE DIVID GROWTH ETF 0.1%
Value ($000) $0 Shares 5,400 Est. Cost $37.59 Unrealized
ADRNY KONINKLIJKE AHOLD NV SPONSORED ADR NEW 2016 0.1%
Value ($000) $0 Shares 8,819 Est. Cost $24.99 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 0.1%
Value ($000) $0 Shares 9,050 Est. Cost $29.59 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $0 Shares 2,087 Est. Cost $116.29 Unrealized +8.0%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $0 Shares 1,026 Est. Cost $0.24 Unrealized
T AT&T INC COM 0.1%
Value ($000) $0 Shares 16,361 Est. Cost $16.21 Unrealized -20.1%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $0 Shares 3,581 Est. Cost $57.22 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 10,410 Est. Cost $24.39 Unrealized -2.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2,187 Est. Cost $124.64 Unrealized -11.7%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 2,558 Est. Cost $84.03 Unrealized +16.0%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 21,300 Est. Cost $20.60 Unrealized -43.6%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $0 Shares 2,322 Est. Cost $89.69 Unrealized +25.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 910 Est. Cost $262.23 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $0 Shares 13,479 Est. Cost $14.88 Unrealized +2.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 1,786 Est. Cost $141.01 Unrealized -5.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,973 Est. Cost $114.86 Unrealized +8.1%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $0 Shares 1,073 Est. Cost $184.40 Unrealized +9.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 3,690 Est. Cost $86.71 Unrealized -25.1%
USB US BANCORP DEL COM 0.0%
Value ($000) $0 Shares 6,292 Est. Cost $32.50 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 1,850 Est. Cost $166.39 Unrealized -30.1%
AP AMPCO PITTSBURGH 0.0%
Value ($000) $0 Shares 77,200 Est. Cost $5.25 Unrealized -37.3%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 48,870 Est. Cost $3.88 Unrealized +15.9%
ATRO ASTRONICS CORP COM 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $16.28 Unrealized +10.8%
WU WESTERN UN CO COM 0.0%
Value ($000) $0 Shares 13,690 Est. Cost $19.54 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $0 Shares 16,712 Est. Cost $9.00 Unrealized +8.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $15.86 Unrealized -1.6%
PHYSICIANS RLTY TR COM 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $17.41 Unrealized
FMNB FARMERS NATL BANC CORP COM 0.0%
Value ($000) $0 Shares 13,611 Est. Cost $11.78 Unrealized -5.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 13,151 Est. Cost $9.29 Unrealized +0.5%
ACER THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.40 Unrealized
SIF SIFCO INDS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $14.72 Unrealized -81.5%
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 11,700 Est. Cost $3.80 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 24,000 Est. Cost $2.60 Unrealized
BZAM LTD REGISTERED SHS 0.0%
Value ($000) $0 Shares 33,084 Est. Cost $0.00 Unrealized
APPLIED NANOSCIENCE INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
ANEMOSTAT DOOR PRODS INC COM 144A 0.0%
Value ($000) $0 Shares 27,832 Est. Cost Unrealized
ANEMOSTAT INC COM 0.0%
Value ($000) $0 Shares 27,832 Est. Cost Unrealized
EDMCQ EDUCATION MGMT CORP NEW COM 0.0%
Value ($000) $0 Shares 18,823 Est. Cost $0.01 Unrealized -98.1%