Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 9, 2025

Total Value ($000): $1,010,085 (100.0% shares, 0.0% debt)

Holdings (168)

AAPL APPLE INC 7.0%
Value ($000) $70,608 Shares 277,295 Est. Cost $83.22 Unrealized +171.1%
TJX TJX COS INC NEW 5.7%
Value ($000) $57,682 Shares 399,075 Est. Cost $35.72 Unrealized +270.3%
MA MASTERCARD INCORPORATED 5.6%
Value ($000) $56,904 Shares 100,042 Est. Cost $76.40 Unrealized +650.6%
MSFT MICROSOFT CORPORATION 4.9%
Value ($000) $49,394 Shares 95,364 Est. Cost $119.51 Unrealized +325.7%
GOOGL ALPHABET INC CAP STK CL A 4.6%
Value ($000) $46,773 Shares 192,402 Est. Cost $108.07 Unrealized +93.6%
SYK STRYKER CORPORATION 4.1%
Value ($000) $41,647 Shares 112,661 Est. Cost $124.39 Unrealized +209.1%
INTU INTUIT INC 3.4%
Value ($000) $34,810 Shares 50,973 Est. Cost $150.33 Unrealized +378.6%
ADP AUTOMATIC DATA PROCESSING 2.9%
Value ($000) $29,524 Shares 100,592 Est. Cost $100.63 Unrealized +195.9%
VCSH Vanguard Short-Term Corporate Bond Idx Fd 2.7%
Value ($000) $27,285 Shares 341,359 Est. Cost $82.87 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS INC 2.6%
Value ($000) $26,648 Shares 111,888 Est. Cost $67.64 Unrealized +265.5%
ABT ABBOTT LABORATORIES 2.3%
Value ($000) $22,907 Shares 171,028 Est. Cost $83.02 Unrealized +57.3%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $20,841 Shares 276,072 Est. Cost $56.17 Unrealized +28.6%
ECL ECOLAB INC 2.0%
Value ($000) $20,586 Shares 75,168 Est. Cost $111.58 Unrealized +142.3%
COST COSTCO WHOLESALE CORP COM 2.0%
Value ($000) $19,953 Shares 21,556 Est. Cost $392.92 Unrealized +143.5%
AMZN AMAZON.COM INC 1.9%
Value ($000) $19,199 Shares 87,441 Est. Cost $122.51 Unrealized +84.8%
XOM EXXON MOBIL CORPORATION 1.7%
Value ($000) $17,024 Shares 150,993 Est. Cost $54.89 Unrealized +99.8%
LLY LILLY, ELI AND CO 1.6%
Value ($000) $15,948 Shares 20,902 Est. Cost $132.69 Unrealized +459.4%
WSO WATSCO INC 1.6%
Value ($000) $15,763 Shares 38,990 Est. Cost $196.90 Unrealized +117.2%
HEI HEICO CORP 1.4%
Value ($000) $14,479 Shares 44,852 Est. Cost $95.88 Unrealized +231.9%
CHD CHURCH & DWIGHT COMPANY INC 1.4%
Value ($000) $13,701 Shares 156,348 Est. Cost $40.38 Unrealized +131.0%
FISV FISERV INC WISC PV ICT 1.3%
Value ($000) $13,585 Shares 105,371 Est. Cost $65.83 Unrealized +117.7%
NVDA NVIDIA 1.3%
Value ($000) $13,401 Shares 71,823 Est. Cost $93.87 Unrealized +85.7%
VEEV VEEVA SYSTEMS 1.2%
Value ($000) $12,478 Shares 41,886 Est. Cost $227.54 Unrealized +23.7%
HD HOME DEPOT INC 1.2%
Value ($000) $11,734 Shares 28,960 Est. Cost $145.28 Unrealized +167.9%
VUG VANGUARD GROWTH ETF 1.2%
Value ($000) $11,724 Shares 24,444 Est. Cost $260.79 Unrealized
DHR DANAHER CORP 1.2%
Value ($000) $11,717 Shares 59,099 Est. Cost $80.00 Unrealized +148.0%
AMT American Tower Corp 1.1%
Value ($000) $11,493 Shares 59,760 Est. Cost $110.71 Unrealized +84.8%
SHW SHERWIN WILLIAMS COMPANY 1.1%
Value ($000) $11,384 Shares 32,878 Est. Cost $234.93 Unrealized +49.6%
IDXX IDEXX LABORATORIES INC 1.1%
Value ($000) $11,289 Shares 17,669 Est. Cost $85.53 Unrealized +609.7%
MCD MCDONALDS CORP 1.0%
Value ($000) $10,175 Shares 33,481 Est. Cost $94.50 Unrealized +218.9%
AJG ARTHUR J GALLAGHER & CO 1.0%
Value ($000) $9,869 Shares 31,863 Est. Cost $287.61 Unrealized +4.4%
MKC MCCORMICK & CO INC NON-VOTING 0.9%
Value ($000) $9,166 Shares 136,992 Est. Cost $61.04 Unrealized +13.1%
PEP PEPSICO INC 0.9%
Value ($000) $9,059 Shares 64,507 Est. Cost $103.58 Unrealized +35.6%
NKE NIKE INC CL B 0.8%
Value ($000) $8,065 Shares 115,654 Est. Cost $52.60 Unrealized +40.3%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $7,967 Shares 27,808 Est. Cost $115.99 Unrealized +227.4%
EQIX Equinix Inc 0.8%
Value ($000) $7,739 Shares 9,881 Est. Cost $715.34 Unrealized +8.2%
CL COLGATE PALMOLIVE COMPANY 0.7%
Value ($000) $7,052 Shares 88,211 Est. Cost $64.60 Unrealized +31.0%
APH AMPHENOL CORPORATION 0.7%
Value ($000) $6,906 Shares 55,803 Est. Cost $83.45 Unrealized +31.1%
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $5,993 Shares 32,138 Est. Cost $131.13 Unrealized
ORLY O'REILLY AUTOMOTIVE 0.6%
Value ($000) $5,972 Shares 55,394 Est. Cost $88.02 Unrealized +14.2%
PG PROCTER & GAMBLE COMPANY 0.6%
Value ($000) $5,971 Shares 38,860 Est. Cost $80.42 Unrealized +92.6%
V VISA INC CL A 0.6%
Value ($000) $5,874 Shares 17,207 Est. Cost $154.18 Unrealized +123.9%
CASY CASEYS GEN STORES INC 0.6%
Value ($000) $5,847 Shares 10,342 Est. Cost $363.57 Unrealized +43.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,810 Shares 31,333 Est. Cost $91.81 Unrealized +84.6%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $5,681 Shares 12,703 Est. Cost $276.10 Unrealized +73.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $5,547 Shares 11,111 Est. Cost $401.47 Unrealized +11.6%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.5%
Value ($000) $5,543 Shares 9,051 Est. Cost $416.53 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.5%
Value ($000) $5,450 Shares 69,063 Est. Cost $79.46 Unrealized
KO COCA COLA COMPANY 0.5%
Value ($000) $5,355 Shares 80,742 Est. Cost $29.52 Unrealized +130.1%
CTAS CINTAS CORPORATION 0.5%
Value ($000) $4,711 Shares 22,952 Est. Cost $166.51 Unrealized +27.8%
BCPC BALCHEM CORPORATION 0.5%
Value ($000) $4,632 Shares 30,869 Est. Cost $50.73 Unrealized +208.7%
ABBV ABBVIE INC 0.5%
Value ($000) $4,553 Shares 19,665 Est. Cost $72.77 Unrealized +177.5%
SYY SYSCO CORPORATION 0.4%
Value ($000) $4,387 Shares 53,275 Est. Cost $43.47 Unrealized +81.4%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $4,243 Shares 11,936 Est. Cost $170.86 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $4,101 Shares 12,027 Est. Cost $146.01 Unrealized +114.9%
ACN ACCENTURE PLC IRELAND SHS CL A 0.4%
Value ($000) $3,937 Shares 15,966 Est. Cost $69.06 Unrealized +277.3%
JKHY JACK HENRY AND ASSOCIATES INC 0.4%
Value ($000) $3,772 Shares 25,326 Est. Cost $65.40 Unrealized +152.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.4%
Value ($000) $3,544 Shares 7,050 Est. Cost $247.99 Unrealized +95.3%
CVX CHEVRON CORP 0.3%
Value ($000) $3,413 Shares 21,981 Est. Cost $84.32 Unrealized +80.6%
VXUS Vanguard Total International Stock Index Fund 0.3%
Value ($000) $3,254 Shares 44,297 Est. Cost $61.61 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,191 Shares 13,104 Est. Cost $116.31 Unrealized +80.5%
JPM J P MORGAN CHASE & COMPANY 0.3%
Value ($000) $3,191 Shares 10,117 Est. Cost $94.68 Unrealized +212.6%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $3,096 Shares 12,599 Est. Cost $169.56 Unrealized +40.9%
RTX RTX CORP 0.3%
Value ($000) $3,022 Shares 18,061 Est. Cost $57.47 Unrealized +168.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $3,009 Shares 13,945 Est. Cost $165.54 Unrealized
DKS DICK'S SPORTING GOODS INC 0.3%
Value ($000) $2,736 Shares 12,313 Est. Cost $201.84 Unrealized +6.8%
VTI VANGUARD INDEX TRUST TOTAL STK MKT 0.2%
Value ($000) $2,262 Shares 6,892 Est. Cost $211.02 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $2,125 Shares 3,488 Est. Cost $283.43 Unrealized +98.7%
TRMB TRIMBLE INCORPORATED 0.2%
Value ($000) $2,065 Shares 25,285 Est. Cost $35.82 Unrealized +127.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $2,044 Shares 16,125 Est. Cost $41.80 Unrealized +228.2%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1,969 Shares 2,942 Est. Cost $516.73 Unrealized
BND VANGUARD TOTAL BOND MKT INDEX ETF 0.2%
Value ($000) $1,936 Shares 26,033 Est. Cost $86.47 Unrealized
SNPS Synopsys Inc 0.2%
Value ($000) $1,932 Shares 3,916 Est. Cost $495.54 Unrealized +14.1%
ORCL ORACLE CORP 0.2%
Value ($000) $1,930 Shares 6,864 Est. Cost $44.36 Unrealized +473.0%
UNP UNION PACIFIC CORPORATION 0.2%
Value ($000) $1,862 Shares 7,876 Est. Cost $76.32 Unrealized +192.4%
VCIT Vanguard Intermediate Term Corporate Bond Etf 0.2%
Value ($000) $1,727 Shares 20,531 Est. Cost $89.92 Unrealized
GE General Electric Co 0.2%
Value ($000) $1,658 Shares 5,511 Est. Cost $64.99 Unrealized +319.6%
PFF ISHARES TRUST PREF & INC SECURITIES ETF 0.2%
Value ($000) $1,632 Shares 51,625 Est. Cost $36.57 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,594 Shares 3,340 Est. Cost $167.16 Unrealized +154.5%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $1,574 Shares 2,878 Est. Cost $238.97 Unrealized +114.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $1,541 Shares 9,503 Est. Cost $59.32 Unrealized +178.4%
CI THE CIGNA GROUP 0.1%
Value ($000) $1,510 Shares 5,237 Est. Cost $212.19 Unrealized +38.2%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $1,443 Shares 26,004 Est. Cost $70.03 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $1,310 Shares 7,005 Est. Cost $148.69 Unrealized +20.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,307 Shares 6,208 Est. Cost $124.65 Unrealized +66.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,279 Shares 2,637 Est. Cost $565.04 Unrealized -17.7%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $1,257 Shares 4,457 Est. Cost $113.22 Unrealized +129.2%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,157 Shares 16,908 Est. Cost $23.73 Unrealized +184.0%
ZTS ZOETIS INC 0.1%
Value ($000) $1,146 Shares 7,835 Est. Cost $132.20 Unrealized +13.9%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,144 Shares 26,035 Est. Cost $36.86 Unrealized +15.3%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $1,063 Shares 18,690 Est. Cost $48.26 Unrealized +21.3%
VEA ETF VANGUARD FTSE DEVELOPED MARKETS 0.1%
Value ($000) $1,058 Shares 17,658 Est. Cost $47.89 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $1,034 Shares 31,261 Est. Cost $43.52 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,011 Shares 28,473 Est. Cost $28.00 Unrealized +21.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $971 Shares 2,922 Est. Cost $127.32 Unrealized +148.6%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $954 Shares 5,590 Est. Cost $75.67 Unrealized +111.5%
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $953 Shares 3,495 Est. Cost $241.73 Unrealized +18.1%
WMT WALMART INC 0.1%
Value ($000) $935 Shares 9,073 Est. Cost $50.89 Unrealized +95.0%
VB VANGUARD SMALLCAP ETF 0.1%
Value ($000) $928 Shares 3,648 Est. Cost $208.79 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $895 Shares 10,585 Est. Cost $47.46 Unrealized +86.6%
ROST ROSS STORES INC 0.1%
Value ($000) $866 Shares 5,685 Est. Cost $47.01 Unrealized +202.5%
WEX WEX INC 0.1%
Value ($000) $854 Shares 5,422 Est. Cost $166.88 Unrealized -0.9%
T AT&T INC 0.1%
Value ($000) $827 Shares 29,296 Est. Cost $12.87 Unrealized +118.1%
MMM 3M COMPANY 0.1%
Value ($000) $815 Shares 5,250 Est. Cost $107.33 Unrealized +42.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $770 Shares 1,254 Est. Cost $158.10 Unrealized +283.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $752 Shares 1,129 Est. Cost $367.19 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $736 Shares 7,879 Est. Cost $76.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $705 Shares 10,676 Est. Cost $24.51 Unrealized +150.6%
DE JOHN DEERE & CO 0.1%
Value ($000) $701 Shares 1,533 Est. Cost $180.59 Unrealized +171.1%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.1%
Value ($000) $699 Shares 6,285 Est. Cost $124.79 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $672 Shares 1,905 Est. Cost $399.44 Unrealized -10.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $660 Shares 8,490 Est. Cost $67.05 Unrealized +16.5%
NFLX NETFLIX INC 0.1%
Value ($000) $649 Shares 541 Est. Cost $71.64 Unrealized +70.4%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $643 Shares 2,190 Est. Cost $258.19 Unrealized
IJH ISHARES CORE S&P MID CAP 0.1%
Value ($000) $633 Shares 9,698 Est. Cost $87.02 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $588 Shares 6,427 Est. Cost $89.06 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $581 Shares 1,378 Est. Cost $165.28 Unrealized +158.1%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.1%
Value ($000) $556 Shares 5,393 Est. Cost $93.69 Unrealized
FAST FASTENAL COMPANY 0.1%
Value ($000) $550 Shares 11,218 Est. Cost $28.70 Unrealized +63.5%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $538 Shares 5,675 Est. Cost $41.57 Unrealized +121.9%
ITW ILLINOIS TOOL WORKS, INC. 0.1%
Value ($000) $525 Shares 2,014 Est. Cost $135.19 Unrealized +90.3%
AVGO BROADCOM INC 0.0%
Value ($000) $501 Shares 1,520 Est. Cost $159.78 Unrealized +91.3%
BLK BLACKROCK INC 0.0%
Value ($000) $458 Shares 393 Est. Cost $981.49 Unrealized +13.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $453 Shares 755 Est. Cost $395.96 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $437 Shares 595 Est. Cost $488.67 Unrealized +52.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $426 Shares 6,813 Est. Cost $36.96 Unrealized +71.6%
BF/B BROWN FORMAN INC B 0.0%
Value ($000) $417 Shares 15,384 Est. Cost $40.27 Unrealized -29.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $415 Shares 1,263 Est. Cost $378.29 Unrealized 0.0%
BPOP Popular Inc 0.0%
Value ($000) $414 Shares 3,259 Est. Cost $56.15 Unrealized +110.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $405 Shares 425 Est. Cost $747.13 Unrealized +33.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $405 Shares 3,407 Est. Cost $111.23 Unrealized
GS GOLDMAN SACHS 0.0%
Value ($000) $405 Shares 508 Est. Cost $392.00 Unrealized +87.5%
SPHQ INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $400 Shares 5,462 Est. Cost $73.29 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $385 Shares 8,545 Est. Cost $38.14 Unrealized +19.3%
PFE PFIZER INC 0.0%
Value ($000) $371 Shares 14,566 Est. Cost $26.24 Unrealized -8.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $370 Shares 1,547 Est. Cost $144.70 Unrealized +66.1%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $359 Shares 767 Est. Cost $388.51 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $349 Shares 4,153 Est. Cost $60.93 Unrealized +33.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $347 Shares 4,655 Est. Cost $77.48 Unrealized -1.6%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $333 Shares 3,736 Est. Cost $68.07 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $325 Shares 6,500 Est. Cost $49.26 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $321 Shares 4,010 Est. Cost $51.78 Unrealized +45.0%
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $294 Shares 3,770 Est. Cost $81.60 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $294 Shares 3,850 Est. Cost $76.40 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $290 Shares 1,200 Est. Cost $56.56 Unrealized
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $282 Shares 230 Est. Cost $743.93 Unrealized +68.5%
COR CENCORA, INC 0.0%
Value ($000) $268 Shares 859 Est. Cost $249.56 Unrealized +17.6%
FLEXSHARES TR 0.0%
Value ($000) $262 Shares 7,800 Est. Cost $30.92 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $262 Shares 927 Est. Cost $234.48 Unrealized +22.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $252 Shares 1,240 Est. Cost $203.59 Unrealized
ROP ROPER INDUSTRIES INC NEW COM 0.0%
Value ($000) $238 Shares 478 Est. Cost $531.36 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $236 Shares 2,353 Est. Cost $68.08 Unrealized +45.6%
RMD RESMED INC 0.0%
Value ($000) $233 Shares 850 Est. Cost $237.28 Unrealized +14.7%
BDX BECTON DICKINSON AND COMPANY 0.0%
Value ($000) $227 Shares 1,214 Est. Cost $204.04 Unrealized -9.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $224 Shares 3,750 Est. Cost $23.60 Unrealized +186.5%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $223 Shares 1,067 Est. Cost $170.64 Unrealized
ETN EATON GLOBAL CORP PLC 0.0%
Value ($000) $219 Shares 585 Est. Cost $306.71 Unrealized +18.4%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $217 Shares 3,045 Est. Cost $67.22 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $217 Shares 981 Est. Cost $218.39 Unrealized +2.4%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $215 Shares 2,567 Est. Cost $71.15 Unrealized +13.1%
CMI CUMMINS ENGINE INC 0.0%
Value ($000) $213 Shares 505 Est. Cost $380.68 Unrealized 0.0%
RSG REPUBLIC SERVICES INC. 0.0%
Value ($000) $212 Shares 925 Est. Cost $151.31 Unrealized +54.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $210 Shares 281 Est. Cost $746.63 Unrealized
VT VANGUARD TOTAL WORLD STOCK 0.0%
Value ($000) $209 Shares 1,520 Est. Cost $137.80 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $209 Shares 1,875 Est. Cost $104.19 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $180.78 Unrealized 0.0%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $203 Shares 1,500 Est. Cost $135.65 Unrealized
CONTRA WALGREENS BOOTS 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $3.00 Unrealized