Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $261,666 (100.0% shares, 0.0% debt)

Holdings (212)

CVX CHEVRON COM 7.4%
Value ($000) $19,472 Shares 134,492 Est. Cost $81.57 Unrealized +74.9%
XOM EXXON MOBIL CORPORATION 5.9%
Value ($000) $15,536 Shares 181,409 Est. Cost $52.58 Unrealized +51.3%
AAPL APPLE COMPUTER INC. CMN. 5.7%
Value ($000) $14,996 Shares 109,681 Est. Cost $93.47 Unrealized +59.0%
JNJ JOHNSON & JOHNSON COM 5.1%
Value ($000) $13,379 Shares 75,371 Est. Cost $117.13 Unrealized +36.5%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.4%
Value ($000) $8,995 Shares 42,827 Est. Cost $122.36 Unrealized +65.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $6,952 Shares 17 Est. Cost $313083.50 Unrealized +50.5%
MSFT MICROSOFT COM 2.5%
Value ($000) $6,415 Shares 24,980 Est. Cost $121.87 Unrealized +116.2%
IVV ISHARES TR S&P 500 INDEX 2.0%
Value ($000) $5,123 Shares 13,512 Est. Cost $388.56 Unrealized
HD HOME DEPOT COM 1.8%
Value ($000) $4,758 Shares 17,349 Est. Cost $184.89 Unrealized +45.5%
TGT TARGET CORPORATION 1.8%
Value ($000) $4,583 Shares 32,452 Est. Cost $79.62 Unrealized +113.7%
PG PROCTER & GAMBLE CO. 1.7%
Value ($000) $4,431 Shares 30,820 Est. Cost $93.41 Unrealized +47.0%
LLY LILLY ELI & COMPANY 1.7%
Value ($000) $4,321 Shares 13,325 Est. Cost $103.78 Unrealized +180.3%
GOOG ALPHABET INC. 1.3%
Value ($000) $3,353 Shares 1,533 Est. Cost $73.72 Unrealized +59.1%
PEP PEPSICO INC 1.3%
Value ($000) $3,301 Shares 19,812 Est. Cost $100.15 Unrealized +49.6%
VRSK VERISK ANALYTICS INC CL A 1.2%
Value ($000) $3,158 Shares 18,242 Est. Cost $172.13 Unrealized +5.8%
V VISA INC COM CL A 1.1%
Value ($000) $2,888 Shares 14,666 Est. Cost $152.15 Unrealized +32.1%
MRK MERCK & CO INC 1.1%
Value ($000) $2,819 Shares 30,929 Est. Cost $61.13 Unrealized +29.6%
PFE PFIZER INC COM 1.0%
Value ($000) $2,685 Shares 51,202 Est. Cost $30.02 Unrealized +39.9%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $2,538 Shares 23,900 Est. Cost $123.69 Unrealized +1.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.0%
Value ($000) $2,516 Shares 26,174 Est. Cost $57.64 Unrealized +53.6%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,502 Shares 1,148 Est. Cost $55.63 Unrealized +110.1%
JPM JP MORGAN CHASE & CO COM 0.9%
Value ($000) $2,464 Shares 21,885 Est. Cost $89.49 Unrealized +26.3%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.9%
Value ($000) $2,396 Shares 6,908 Est. Cost $296.78 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value ($000) $2,089 Shares 7,456 Est. Cost $221.58 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.8%
Value ($000) $1,964 Shares 19,315 Est. Cost $96.33 Unrealized
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $1,882 Shares 4,988 Est. Cost $304.35 Unrealized
CVS CVS CORP. 0.7%
Value ($000) $1,878 Shares 20,271 Est. Cost $55.13 Unrealized +55.8%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.7%
Value ($000) $1,773 Shares 35,014 Est. Cost $50.83 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $1,739 Shares 11,354 Est. Cost $81.45 Unrealized +64.6%
WMT WAL-MART 0.7%
Value ($000) $1,709 Shares 14,057 Est. Cost $38.00 Unrealized +15.9%
KMB KIMBERLY - CLARK CORP 0.6%
Value ($000) $1,678 Shares 12,412 Est. Cost $91.45 Unrealized +25.5%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,664 Shares 6,742 Est. Cost $162.03 Unrealized +39.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,656 Shares 6,065 Est. Cost $234.52 Unrealized +33.8%
IBM INTL BUSINESS MACHINES COM 0.6%
Value ($000) $1,649 Shares 11,678 Est. Cost $93.26 Unrealized +26.0%
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $1,639 Shares 21,287 Est. Cost $41.98 Unrealized +54.8%
NSC NORFOLK SOUTHERN CORP COM 0.6%
Value ($000) $1,600 Shares 7,037 Est. Cost $166.52 Unrealized +36.0%
DE DEERE & CO COM 0.6%
Value ($000) $1,547 Shares 5,165 Est. Cost $150.72 Unrealized +132.0%
IWM ISHARES TR RUSSELL 2000 0.6%
Value ($000) $1,523 Shares 8,991 Est. Cost $144.83 Unrealized
CSCO CISCO 0.6%
Value ($000) $1,493 Shares 35,034 Est. Cost $40.61 Unrealized +5.4%
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $1,474 Shares 7,481 Est. Cost $169.44 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.6%
Value ($000) $1,468 Shares 4,011 Est. Cost $280.56 Unrealized +45.1%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,405 Shares 30,540 Est. Cost $38.23 Unrealized +9.6%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,367 Shares 6,408 Est. Cost $131.95 Unrealized +58.2%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.5%
Value ($000) $1,324 Shares 14,326 Est. Cost $91.04 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,300 Shares 4,680 Est. Cost $183.19 Unrealized +55.4%
IVW ISHARES TR S&P 500 GRWT ETF 0.5%
Value ($000) $1,287 Shares 21,316 Est. Cost $89.91 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.5%
Value ($000) $1,284 Shares 8,953 Est. Cost $133.12 Unrealized
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,270 Shares 13,453 Est. Cost $122.08 Unrealized -11.2%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,256 Shares 2,445 Est. Cost $241.43 Unrealized +95.1%
AVGO BROADCOM INC 0.5%
Value ($000) $1,235 Shares 2,542 Est. Cost $33.57 Unrealized +56.1%
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,201 Shares 6,820 Est. Cost $161.27 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.5%
Value ($000) $1,200 Shares 19,000 Est. Cost $47.78 Unrealized +37.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.5%
Value ($000) $1,179 Shares 4,878 Est. Cost $173.00 Unrealized +29.2%
META FACEBOOK INC CL A 0.4%
Value ($000) $1,175 Shares 7,286 Est. Cost $168.98 Unrealized +13.4%
KO COCA COLA CO COM 0.4%
Value ($000) $1,174 Shares 18,653 Est. Cost $39.16 Unrealized +45.0%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,125 Shares 5,081 Est. Cost $163.75 Unrealized +30.4%
IJH ISHARES TR S&P MIDCAP 400 0.4%
Value ($000) $1,105 Shares 4,884 Est. Cost $229.86 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $1,102 Shares 6,161 Est. Cost $122.54 Unrealized +61.0%
SYK STRYKER CORP 0.4%
Value ($000) $1,097 Shares 5,516 Est. Cost $169.10 Unrealized +33.6%
MCO MOODYS CORP COM 0.4%
Value ($000) $1,095 Shares 4,026 Est. Cost $141.79 Unrealized +104.5%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,084 Shares 3,434 Est. Cost $220.12 Unrealized +53.2%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,045 Shares 4,120 Est. Cost $101.33 Unrealized +123.3%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $1,016 Shares 11,905 Est. Cost $67.10 Unrealized
SON SONOCO PRODS CO COM 0.4%
Value ($000) $1,011 Shares 17,715 Est. Cost $47.07 Unrealized +9.7%
IEMG ISHARES INC CORE MSCI EMKT 0.4%
Value ($000) $1,001 Shares 20,415 Est. Cost $49.09 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $993 Shares 4,083 Est. Cost $157.23 Unrealized +39.0%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $977 Shares 5,618 Est. Cost $135.36 Unrealized +22.9%
UPS UNITED PARCEL SERVICE CL B COM 0.4%
Value ($000) $956 Shares 5,239 Est. Cost $119.58 Unrealized +28.2%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.4%
Value ($000) $955 Shares 23,416 Est. Cost $40.13 Unrealized
INTC INTEL COM 0.4%
Value ($000) $928 Shares 24,807 Est. Cost $42.47 Unrealized -4.4%
CI CIGNA CORP NEW 0.4%
Value ($000) $924 Shares 3,506 Est. Cost $176.61 Unrealized +36.7%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $917 Shares 23,375 Est. Cost $33.09 Unrealized +15.9%
NVDA NVIDIA CORP 0.3%
Value ($000) $915 Shares 6,036 Est. Cost $16.87 Unrealized +11.7%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $912 Shares 1,679 Est. Cost $291.85 Unrealized +86.6%
BLACKROCK INC COM 0.3%
Value ($000) $907 Shares 1,489 Est. Cost $631.41 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $896 Shares 11,265 Est. Cost $57.88 Unrealized +41.5%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $891 Shares 17,551 Est. Cost $39.78 Unrealized +0.8%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $837 Shares 13,490 Est. Cost $39.67 Unrealized +44.3%
MMM 3M COMPANY COM 0.3%
Value ($000) $815 Shares 6,292 Est. Cost $119.78 Unrealized -12.2%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $799 Shares 8,898 Est. Cost $49.11 Unrealized +83.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $777 Shares 1,809 Est. Cost $281.77 Unrealized +41.2%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $732 Shares 3,362 Est. Cost $158.53 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $708 Shares 8,841 Est. Cost $55.81 Unrealized +28.7%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $703 Shares 5,412 Est. Cost $107.16 Unrealized +23.4%
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $700 Shares 4,244 Est. Cost $196.05 Unrealized -11.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $692 Shares 6,455 Est. Cost $69.43 Unrealized +37.4%
NKE NIKE INC CL B 0.3%
Value ($000) $688 Shares 6,735 Est. Cost $69.61 Unrealized +59.9%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $660 Shares 1,337 Est. Cost $68.60 Unrealized +29.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $658 Shares 3,609 Est. Cost $142.35 Unrealized +28.6%
SO SOUTHERN COMPANY 0.3%
Value ($000) $657 Shares 9,204 Est. Cost $42.67 Unrealized +50.7%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $651 Shares 7,140 Est. Cost $82.05 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $635 Shares 8,202 Est. Cost $60.69 Unrealized +13.4%
DOV DOVER CORP 0.2%
Value ($000) $624 Shares 5,144 Est. Cost $81.29 Unrealized +58.8%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $610 Shares 1,273 Est. Cost $309.42 Unrealized +56.7%
T AT&T INC COM 0.2%
Value ($000) $602 Shares 28,697 Est. Cost $14.56 Unrealized +11.9%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $599 Shares 7,152 Est. Cost $74.37 Unrealized
IWF ISHARES TR INDEX RUSSELL1000GRW 0.2%
Value ($000) $590 Shares 2,698 Est. Cost $176.47 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $562 Shares 7,093 Est. Cost $109.12 Unrealized
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $556 Shares 14,209 Est. Cost $38.63 Unrealized +3.4%
DGRO ISHARES DIVIDEND GROWTH ETF 0.2%
Value ($000) $550 Shares 11,547 Est. Cost $53.83 Unrealized
BAC BANK OF AMERICA CORP COM 0.2%
Value ($000) $544 Shares 17,458 Est. Cost $24.35 Unrealized +34.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $544 Shares 13,010 Est. Cost $30.62 Unrealized +25.6%
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $535 Shares 3,894 Est. Cost $151.31 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $534 Shares 3,385 Est. Cost $103.83 Unrealized +40.1%
ABT ABBOTT LABS COM 0.2%
Value ($000) $522 Shares 4,806 Est. Cost $80.28 Unrealized +32.2%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $507 Shares 7,273 Est. Cost $104.59 Unrealized -17.2%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $497 Shares 11,944 Est. Cost $40.54 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $494 Shares 734 Est. Cost $115.72 Unrealized +135.9%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $485 Shares 10,230 Est. Cost $29.38 Unrealized +38.8%
AFL AFLAC INC COM 0.2%
Value ($000) $483 Shares 8,719 Est. Cost $38.37 Unrealized +41.7%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $483 Shares 4,886 Est. Cost $59.12 Unrealized +44.5%
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $482 Shares 2,867 Est. Cost $105.28 Unrealized +42.6%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value ($000) $477 Shares 4,055 Est. Cost $89.49 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $476 Shares 3,727 Est. Cost $69.07 Unrealized +80.8%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $475 Shares 2,728 Est. Cost $149.74 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $472 Shares 4,151 Est. Cost $106.25 Unrealized +0.9%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $471 Shares 5,750 Est. Cost $69.40 Unrealized +16.6%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $465 Shares 7,315 Est. Cost $85.98 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $465 Shares 4,373 Est. Cost $115.13 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $457 Shares 2,421 Est. Cost $166.23 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $456 Shares 4,092 Est. Cost $53.13 Unrealized
CDK GLOBAL INC COM 0.2%
Value ($000) $454 Shares 8,282 Est. Cost $48.07 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $447 Shares 8,043 Est. Cost $21.19 Unrealized +19.5%
ETN EATON CORP CMN 0.2%
Value ($000) $445 Shares 3,527 Est. Cost $86.92 Unrealized +52.5%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $443 Shares 12,920 Est. Cost $34.39 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $438 Shares 3,291 Est. Cost $68.37 Unrealized +99.2%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $428 Shares 3,245 Est. Cost $140.93 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.2%
Value ($000) $423 Shares 4,272 Est. Cost $99.02 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $418 Shares 6,123 Est. Cost $48.61 Unrealized +16.2%
GWW GRAINGER W.W. INC 0.2%
Value ($000) $414 Shares 912 Est. Cost $269.65 Unrealized +74.1%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.2%
Value ($000) $413 Shares 5,417 Est. Cost $80.09 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $405 Shares 2,633 Est. Cost $148.39 Unrealized +7.1%
BHP BHP BILLITON LTD SPONSORED ADR 0.2%
Value ($000) $405 Shares 7,195 Est. Cost $69.21 Unrealized
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $404 Shares 6,455 Est. Cost $64.37 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $398 Shares 6,154 Est. Cost $51.60 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $388 Shares 6,178 Est. Cost $30.14 Unrealized +96.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $380 Shares 4,490 Est. Cost $72.98 Unrealized +3.8%
HSY HERSHEY CO COM 0.1%
Value ($000) $380 Shares 1,766 Est. Cost $100.37 Unrealized +98.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $378 Shares 3,324 Est. Cost $64.54 Unrealized +74.9%
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.1%
Value ($000) $376 Shares 4,402 Est. Cost $85.42 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $367 Shares 3,460 Est. Cost $57.22 Unrealized +85.1%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value ($000) $366 Shares 12,527 Est. Cost $37.67 Unrealized +0.7%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.1%
Value ($000) $356 Shares 7,111 Est. Cost $50.51 Unrealized
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $354 Shares 8,173 Est. Cost $50.17 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $351 Shares 2,989 Est. Cost $63.80 Unrealized +93.3%
QDF FLEXSHARES QUALITY DIVIDEND ETF 0.1%
Value ($000) $337 Shares 6,650 Est. Cost $50.68 Unrealized
GS GOLDMAN SACHS 0.1%
Value ($000) $333 Shares 1,122 Est. Cost $228.66 Unrealized +24.0%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $331 Shares 1,299 Est. Cost $142.46 Unrealized +67.4%
CMI CUMMINS INC COM 0.1%
Value ($000) $330 Shares 1,705 Est. Cost $128.92 Unrealized +42.0%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $329 Shares 2,272 Est. Cost $141.16 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $324 Shares 2,000 Est. Cost $173.42 Unrealized -7.7%
BA BOEING CO COM 0.1%
Value ($000) $316 Shares 2,308 Est. Cost $344.54 Unrealized -57.2%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $316 Shares 1,314 Est. Cost $176.74 Unrealized +25.0%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $315 Shares 5,353 Est. Cost $64.50 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $314 Shares 2,225 Est. Cost $128.51 Unrealized -1.5%
SPIP SPDR SERIES TRUST PORTFLI TIPS ETF 0.1%
Value ($000) $306 Shares 11,122 Est. Cost $31.03 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $304 Shares 4,922 Est. Cost $59.50 Unrealized -9.1%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $304 Shares 4,900 Est. Cost $48.60 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $299 Shares 4,175 Est. Cost $77.46 Unrealized
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.1%
Value ($000) $296 Shares 4,319 Est. Cost $58.72 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $295 Shares 4,370 Est. Cost $78.81 Unrealized -8.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $292 Shares 3,255 Est. Cost $77.55 Unrealized +16.5%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $289 Shares 2,081 Est. Cost $85.61 Unrealized +84.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $284 Shares 589 Est. Cost $407.39 Unrealized +15.2%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value ($000) $281 Shares 7,087 Est. Cost $39.65 Unrealized
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $280 Shares 1,657 Est. Cost $115.62 Unrealized +40.0%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $279 Shares 3,990 Est. Cost $49.38 Unrealized +41.4%
WPC WP CAREY INC COM 0.1%
Value ($000) $277 Shares 3,339 Est. Cost $81.96 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $262 Shares 2,291 Est. Cost $96.20 Unrealized +20.2%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $259 Shares 1,249 Est. Cost $250.40 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $258 Shares 3,434 Est. Cost $87.28 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $254 Shares 5,681 Est. Cost $82.68 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $253 Shares 2,420 Est. Cost $110.19 Unrealized -3.2%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $252 Shares 5,167 Est. Cost $34.71 Unrealized +31.9%
LOW LOWES COMPANIES 0.1%
Value ($000) $250 Shares 1,431 Est. Cost $146.87 Unrealized +22.3%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $250 Shares 6,793 Est. Cost $36.80 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $245 Shares 512 Est. Cost $348.21 Unrealized +24.3%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $241 Shares 3,432 Est. Cost $54.21 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $240 Shares 3,900 Est. Cost $57.49 Unrealized +8.3%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $237 Shares 8,355 Est. Cost $29.32 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $237 Shares 6,664 Est. Cost $18.89 Unrealized +97.4%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $236 Shares 923 Est. Cost $163.14 Unrealized +36.2%
DOW DOW INC COM 0.1%
Value ($000) $236 Shares 4,568 Est. Cost $40.93 Unrealized +26.5%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $236 Shares 5,596 Est. Cost $39.44 Unrealized +22.1%
FTNT FORTINET INC COM 0.1%
Value ($000) $234 Shares 4,135 Est. Cost $60.68 Unrealized -2.1%
SPHY SPDR SER TR PORTFLI HIGH YLD 0.1%
Value ($000) $230 Shares 10,245 Est. Cost $26.34 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $229 Shares 2,875 Est. Cost $63.15 Unrealized +9.8%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $228 Shares 1,700 Est. Cost $127.65 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $225 Shares 2,949 Est. Cost $128.08 Unrealized -26.9%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $222 Shares 1,888 Est. Cost $103.20 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $222 Shares 3,480 Est. Cost $61.56 Unrealized -22.7%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $221 Shares 4,429 Est. Cost $49.90 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $218 Shares 2,579 Est. Cost $88.26 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $217 Shares 1,580 Est. Cost $124.98 Unrealized +10.5%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.1%
Value ($000) $215 Shares 3,873 Est. Cost $55.51 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $214 Shares 2,239 Est. Cost $79.21 Unrealized +9.4%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $214 Shares 2,680 Est. Cost $139.18 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $214 Shares 1,393 Est. Cost $102.88 Unrealized +46.8%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $213 Shares 3,015 Est. Cost $51.12 Unrealized +35.9%
BNDW VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 0.1%
Value ($000) $212 Shares 3,010 Est. Cost $78.39 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $211 Shares 1,100 Est. Cost $184.55 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $208 Shares 2,480 Est. Cost $90.73 Unrealized
NFRA FLEXSHARES STD XX GLOBAL BROAD INFRSTR IDX FD 0.1%
Value ($000) $206 Shares 3,989 Est. Cost $51.64 Unrealized
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $206 Shares 3,074 Est. Cost $76.45 Unrealized
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $206 Shares 2,944 Est. Cost $71.78 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $205 Shares 4,876 Est. Cost $41.51 Unrealized +9.2%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $204 Shares 2,674 Est. Cost $72.33 Unrealized -2.7%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $203 Shares 3,870 Est. Cost $55.01 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $202 Shares 1,030 Est. Cost $177.58 Unrealized +10.5%
CMS CMS ENERGY CORP 0.1%
Value ($000) $200 Shares 2,962 Est. Cost $57.49 Unrealized +7.2%
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.0%
Value ($000) $125 Shares 10,129 Est. Cost $13.61 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.0%
Value ($000) $110 Shares 14,682 Est. Cost $9.40 Unrealized