Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 24, 2023

Total Value ($000): $286,322 (100.0% shares, 0.0% debt)

Holdings (223)

CVX CHEVRON COM 7.6%
Value ($000) $21,717 Shares 133,104 Est. Cost $81.57 Unrealized +82.0%
XOM EXXON MOBIL CORPORATION 6.8%
Value ($000) $19,493 Shares 177,756 Est. Cost $52.58 Unrealized +90.5%
AAPL APPLE COMPUTER INC. CMN. 6.1%
Value ($000) $17,341 Shares 105,162 Est. Cost $93.47 Unrealized +55.7%
JNJ JOHNSON & JOHNSON COM 4.1%
Value ($000) $11,643 Shares 75,119 Est. Cost $117.13 Unrealized +26.3%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.3%
Value ($000) $9,580 Shares 43,029 Est. Cost $122.36 Unrealized +72.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $7,915 Shares 17 Est. Cost $313083.50 Unrealized +49.1%
MSFT MICROSOFT COM 2.6%
Value ($000) $7,306 Shares 25,344 Est. Cost $129.35 Unrealized +92.8%
TGT TARGET CORPORATION 1.9%
Value ($000) $5,356 Shares 32,337 Est. Cost $79.62 Unrealized +86.7%
HD HOME DEPOT COM 1.8%
Value ($000) $5,285 Shares 17,907 Est. Cost $187.01 Unrealized +52.2%
IVV ISHARES TR S&P 500 INDEX 1.7%
Value ($000) $4,959 Shares 12,064 Est. Cost $388.56 Unrealized
LLY LILLY ELI & COMPANY 1.5%
Value ($000) $4,297 Shares 12,512 Est. Cost $103.78 Unrealized +217.9%
PG PROCTER & GAMBLE CO. 1.4%
Value ($000) $4,146 Shares 27,884 Est. Cost $93.41 Unrealized +42.6%
VRSK VERISK ANALYTICS INC CL A 1.2%
Value ($000) $3,521 Shares 18,351 Est. Cost $172.13 Unrealized +3.3%
PEP PEPSICO INC 1.2%
Value ($000) $3,451 Shares 18,928 Est. Cost $102.19 Unrealized +55.3%
V VISA INC COM CL A 1.2%
Value ($000) $3,300 Shares 14,638 Est. Cost $152.15 Unrealized +43.2%
GOOG ALPHABET INC. 1.1%
Value ($000) $3,285 Shares 31,590 Est. Cost $108.82 Unrealized -11.9%
MRK MERCK & CO INC 1.1%
Value ($000) $3,125 Shares 29,369 Est. Cost $61.13 Unrealized +61.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.1%
Value ($000) $3,124 Shares 8,307 Est. Cost $309.02 Unrealized
JPM JP MORGAN CHASE & CO COM 1.0%
Value ($000) $2,942 Shares 22,578 Est. Cost $90.42 Unrealized +41.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.9%
Value ($000) $2,606 Shares 26,612 Est. Cost $58.37 Unrealized +58.1%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $2,559 Shares 24,777 Est. Cost $123.28 Unrealized -21.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,515 Shares 8,147 Est. Cost $247.94 Unrealized +24.3%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,411 Shares 23,243 Est. Cost $106.87 Unrealized -10.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value ($000) $2,245 Shares 6,994 Est. Cost $221.58 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $2,243 Shares 54,983 Est. Cost $30.69 Unrealized +19.1%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $2,206 Shares 5,388 Est. Cost $310.11 Unrealized
DE DEERE & CO COM 0.8%
Value ($000) $2,175 Shares 5,269 Est. Cost $155.68 Unrealized +155.1%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.7%
Value ($000) $2,117 Shares 20,069 Est. Cost $96.95 Unrealized
WMT WAL-MART 0.7%
Value ($000) $2,109 Shares 14,302 Est. Cost $38.09 Unrealized +20.2%
ABBV ABBVIE INC COM 0.7%
Value ($000) $2,030 Shares 12,736 Est. Cost $86.88 Unrealized +59.0%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,957 Shares 6,999 Est. Cost $164.81 Unrealized +52.0%
CSCO CISCO 0.7%
Value ($000) $1,907 Shares 36,490 Est. Cost $40.64 Unrealized +10.4%
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $1,744 Shares 8,270 Est. Cost $175.08 Unrealized
KMB KIMBERLY - CLARK CORP 0.6%
Value ($000) $1,675 Shares 12,477 Est. Cost $92.17 Unrealized +26.1%
AVGO BROADCOM INC 0.6%
Value ($000) $1,672 Shares 2,607 Est. Cost $34.13 Unrealized +68.7%
IWM ISHARES TR RUSSELL 2000 0.6%
Value ($000) $1,645 Shares 9,219 Est. Cost $147.56 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $1,643 Shares 5,914 Est. Cost $16.87 Unrealized +28.2%
SYK STRYKER CORP 0.5%
Value ($000) $1,562 Shares 5,473 Est. Cost $169.10 Unrealized +52.4%
CVS CVS CORP. 0.5%
Value ($000) $1,553 Shares 20,898 Est. Cost $55.55 Unrealized +35.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.5%
Value ($000) $1,552 Shares 4,027 Est. Cost $280.96 Unrealized +26.5%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.5%
Value ($000) $1,529 Shares 33,861 Est. Cost $40.97 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.5%
Value ($000) $1,526 Shares 15,779 Est. Cost $91.48 Unrealized
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $1,498 Shares 21,608 Est. Cost $42.37 Unrealized +45.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,421 Shares 4,972 Est. Cost $187.80 Unrealized +39.2%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.5%
Value ($000) $1,386 Shares 27,555 Est. Cost $50.22 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.5%
Value ($000) $1,373 Shares 6,475 Est. Cost $170.55 Unrealized +27.1%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.5%
Value ($000) $1,352 Shares 8,778 Est. Cost $133.12 Unrealized
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,323 Shares 5,781 Est. Cost $123.33 Unrealized +87.0%
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,305 Shares 6,885 Est. Cost $161.80 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,293 Shares 3,559 Est. Cost $227.03 Unrealized +57.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,271 Shares 6,313 Est. Cost $133.29 Unrealized +42.1%
MCO MOODYS CORP COM 0.4%
Value ($000) $1,237 Shares 4,042 Est. Cost $141.79 Unrealized +108.0%
IJH ISHARES TR S&P MIDCAP 400 0.4%
Value ($000) $1,237 Shares 4,943 Est. Cost $231.22 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,167 Shares 5,114 Est. Cost $163.75 Unrealized +33.0%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,160 Shares 11,589 Est. Cost $121.14 Unrealized -18.7%
KO COCA COLA CO COM 0.4%
Value ($000) $1,159 Shares 18,691 Est. Cost $40.07 Unrealized +38.3%
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,151 Shares 18,011 Est. Cost $89.91 Unrealized
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $1,141 Shares 8,703 Est. Cost $93.26 Unrealized +29.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,110 Shares 2,348 Est. Cost $241.43 Unrealized +89.4%
SON SONOCO PRODS CO COM 0.4%
Value ($000) $1,082 Shares 17,736 Est. Cost $47.07 Unrealized +12.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,069 Shares 5,446 Est. Cost $175.89 Unrealized +9.2%
NOBL PROSHARES TR S&P 500 DV ARIST 0.4%
Value ($000) $1,065 Shares 11,678 Est. Cost $67.10 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,065 Shares 5,571 Est. Cost $135.36 Unrealized +30.5%
AMGN AMGEN INC COM 0.4%
Value ($000) $1,055 Shares 4,363 Est. Cost $162.68 Unrealized +37.7%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,043 Shares 4,140 Est. Cost $104.33 Unrealized +114.8%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.4%
Value ($000) $1,038 Shares 25,692 Est. Cost $39.66 Unrealized
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,033 Shares 28,667 Est. Cost $38.23 Unrealized +1.0%
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $1,033 Shares 19,723 Est. Cost $48.60 Unrealized +44.5%
UPS UNITED PARCEL SERVICE CL B COM 0.4%
Value ($000) $1,030 Shares 5,311 Est. Cost $121.32 Unrealized +30.4%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,024 Shares 11,755 Est. Cost $58.93 Unrealized +40.2%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,018 Shares 2,153 Est. Cost $303.00 Unrealized +43.0%
BLACKROCK INC COM 0.3%
Value ($000) $1,002 Shares 1,497 Est. Cost $625.80 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $974 Shares 4,873 Est. Cost $190.46 Unrealized -12.4%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $955 Shares 5,191 Est. Cost $107.16 Unrealized +64.1%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $909 Shares 13,039 Est. Cost $39.67 Unrealized +54.1%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $909 Shares 3,719 Est. Cost $187.42 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $892 Shares 3,662 Est. Cost $142.86 Unrealized +52.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $882 Shares 1,530 Est. Cost $291.85 Unrealized +91.4%
META FACEBOOK INC CL A 0.3%
Value ($000) $876 Shares 4,133 Est. Cost $168.98 Unrealized +0.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $859 Shares 8,661 Est. Cost $52.91 Unrealized +88.0%
NKE NIKE INC CL B 0.3%
Value ($000) $851 Shares 6,940 Est. Cost $70.50 Unrealized +65.5%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $847 Shares 22,349 Est. Cost $33.13 Unrealized +4.5%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $838 Shares 1,687 Est. Cost $375.61 Unrealized +25.5%
CI CIGNA CORP NEW 0.3%
Value ($000) $831 Shares 3,254 Est. Cost $180.11 Unrealized +53.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $816 Shares 10,861 Est. Cost $58.95 Unrealized +18.1%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $805 Shares 4,028 Est. Cost $80.60 Unrealized +5.1%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $768 Shares 3,334 Est. Cost $158.53 Unrealized
INTC INTEL COM 0.3%
Value ($000) $728 Shares 22,294 Est. Cost $40.96 Unrealized -32.8%
IEMG ISHARES INC CORE MSCI EMKT 0.3%
Value ($000) $727 Shares 14,893 Est. Cost $49.09 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $699 Shares 4,603 Est. Cost $81.29 Unrealized +74.3%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $673 Shares 8,108 Est. Cost $82.10 Unrealized
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $656 Shares 14,000 Est. Cost $41.28 Unrealized
DGRO ISHARES DIVIDEND GROWTH ETF 0.2%
Value ($000) $649 Shares 12,979 Est. Cost $53.41 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.2%
Value ($000) $646 Shares 8,838 Est. Cost $75.45 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $639 Shares 928 Est. Cost $269.65 Unrealized +130.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $638 Shares 6,616 Est. Cost $70.98 Unrealized +24.2%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $635 Shares 16,980 Est. Cost $38.95 Unrealized +3.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $628 Shares 14,088 Est. Cost $31.16 Unrealized +16.5%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $624 Shares 8,690 Est. Cost $21.29 Unrealized +34.7%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $619 Shares 15,927 Est. Cost $38.86 Unrealized -15.9%
MMM 3M COMPANY COM 0.2%
Value ($000) $614 Shares 5,845 Est. Cost $119.78 Unrealized -29.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $606 Shares 4,750 Est. Cost $77.61 Unrealized +50.0%
ETN EATON CORP CMN 0.2%
Value ($000) $605 Shares 3,529 Est. Cost $89.14 Unrealized +79.7%
BA BOEING CO COM 0.2%
Value ($000) $603 Shares 2,837 Est. Cost $309.18 Unrealized -32.8%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $593 Shares 3,725 Est. Cost $53.13 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $591 Shares 7,667 Est. Cost $62.04 Unrealized +13.9%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $581 Shares 5,730 Est. Cost $69.40 Unrealized +32.1%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $576 Shares 3,653 Est. Cost $78.67 Unrealized +91.9%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $575 Shares 8,222 Est. Cost $55.58 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value ($000) $574 Shares 14,040 Est. Cost $36.68 Unrealized +9.0%
AFL AFLAC INC COM 0.2%
Value ($000) $561 Shares 8,690 Est. Cost $38.64 Unrealized +66.3%
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $556 Shares 3,662 Est. Cost $151.31 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $551 Shares 7,914 Est. Cost $42.67 Unrealized +42.2%
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $525 Shares 4,651 Est. Cost $105.76 Unrealized -5.9%
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $506 Shares 2,440 Est. Cost $224.08 Unrealized -22.2%
EFV ISHARES TR MSCI VAL IDX 0.2%
Value ($000) $504 Shares 10,394 Est. Cost $48.85 Unrealized
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $496 Shares 9,762 Est. Cost $50.83 Unrealized
T AT&T INC COM 0.2%
Value ($000) $488 Shares 25,368 Est. Cost $14.66 Unrealized +11.6%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $485 Shares 3,509 Est. Cost $140.82 Unrealized
BAC BANK OF AMERICA CORP COM 0.2%
Value ($000) $482 Shares 16,853 Est. Cost $24.73 Unrealized +23.7%
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $477 Shares 2,633 Est. Cost $150.79 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $474 Shares 7,092 Est. Cost $85.98 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $469 Shares 4,635 Est. Cost $80.78 Unrealized +23.8%
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $466 Shares 4,328 Est. Cost $114.57 Unrealized
GS GOLDMAN SACHS 0.2%
Value ($000) $463 Shares 1,416 Est. Cost $244.30 Unrealized +32.5%
CMI CUMMINS INC COM 0.2%
Value ($000) $459 Shares 1,921 Est. Cost $137.06 Unrealized +66.3%
VLO VALERO ENERGY CORP NEW COM 0.2%
Value ($000) $455 Shares 3,260 Est. Cost $57.22 Unrealized +115.0%
NFLX NETFLIX INC COM 0.2%
Value ($000) $454 Shares 1,314 Est. Cost $24.39 Unrealized +35.7%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $453 Shares 1,579 Est. Cost $187.28 Unrealized +44.3%
BHP BHP BILLITON LTD SPONSORED ADR 0.2%
Value ($000) $453 Shares 7,152 Est. Cost $69.21 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $453 Shares 4,972 Est. Cost $109.12 Unrealized
IUSV ISHARES CORE S&P VALUE 0.2%
Value ($000) $452 Shares 6,124 Est. Cost $72.47 Unrealized
HSY HERSHEY CO COM 0.2%
Value ($000) $449 Shares 1,766 Est. Cost $100.37 Unrealized +116.4%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $448 Shares 4,610 Est. Cost $59.12 Unrealized +47.1%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $448 Shares 4,950 Est. Cost $74.37 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $438 Shares 5,765 Est. Cost $104.12 Unrealized -26.2%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $435 Shares 6,081 Est. Cost $64.37 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $421 Shares 3,309 Est. Cost $103.83 Unrealized +29.7%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $413 Shares 4,445 Est. Cost $51.96 Unrealized +63.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $405 Shares 2,445 Est. Cost $148.39 Unrealized +1.7%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $393 Shares 3,433 Est. Cost $65.67 Unrealized +58.8%
IWL ISHARES TR RUSSELL TOP 200 0.1%
Value ($000) $381 Shares 3,919 Est. Cost $89.97 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $377 Shares 1,528 Est. Cost $154.55 Unrealized +55.7%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $374 Shares 7,810 Est. Cost $47.84 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $371 Shares 2,251 Est. Cost $89.97 Unrealized +77.8%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $371 Shares 269 Est. Cost $1293.71 Unrealized +10.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $364 Shares 4,384 Est. Cost $59.75 Unrealized +25.0%
O REALTY INCOME CORP COM 0.1%
Value ($000) $360 Shares 5,689 Est. Cost $48.98 Unrealized +12.6%
MET METLIFE INC COM 0.1%
Value ($000) $360 Shares 6,215 Est. Cost $31.88 Unrealized +93.8%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $358 Shares 2,000 Est. Cost $173.42 Unrealized -0.7%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $352 Shares 2,309 Est. Cost $143.56 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $350 Shares 2,990 Est. Cost $89.81 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $346 Shares 4,487 Est. Cost $72.87 Unrealized -3.0%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $346 Shares 2,586 Est. Cost $105.28 Unrealized +11.6%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $343 Shares 9,175 Est. Cost $34.39 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $340 Shares 6,211 Est. Cost $40.86 Unrealized +15.7%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $339 Shares 2,142 Est. Cost $128.51 Unrealized +6.0%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $334 Shares 2,307 Est. Cost $131.37 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $333 Shares 722 Est. Cost $387.09 Unrealized +14.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $328 Shares 1,690 Est. Cost $179.35 Unrealized +13.0%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $324 Shares 9,509 Est. Cost $29.38 Unrealized +27.0%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $323 Shares 7,943 Est. Cost $36.29 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $323 Shares 4,239 Est. Cost $79.63 Unrealized
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $321 Shares 8,470 Est. Cost $29.23 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $316 Shares 6,736 Est. Cost $42.28 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $313 Shares 1,564 Est. Cost $150.08 Unrealized +28.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $297 Shares 2,221 Est. Cost $96.47 Unrealized +25.5%
STT STATE STREET CORP 0.1%
Value ($000) $295 Shares 3,900 Est. Cost $57.49 Unrealized +32.5%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $292 Shares 1,428 Est. Cost $174.09 Unrealized +8.9%
HCA HCA HLDGS INC COM 0.1%
Value ($000) $287 Shares 1,090 Est. Cost $193.55 Unrealized +28.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $282 Shares 2,711 Est. Cost $72.40 Unrealized +34.1%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $281 Shares 1,509 Est. Cost $107.54 Unrealized +50.0%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $278 Shares 1,235 Est. Cost $250.40 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $277 Shares 2,224 Est. Cost $63.80 Unrealized +75.4%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $277 Shares 1,207 Est. Cost $205.13 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $273 Shares 5,167 Est. Cost $34.71 Unrealized +36.1%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $272 Shares 4,672 Est. Cost $41.51 Unrealized +35.4%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $271 Shares 1,579 Est. Cost $115.62 Unrealized +48.8%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $266 Shares 3,762 Est. Cost $71.54 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $266 Shares 3,492 Est. Cost $81.92 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $266 Shares 1,162 Est. Cost $195.77 Unrealized -2.6%
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $264 Shares 7,599 Est. Cost $34.79 Unrealized
WPC WP CAREY INC COM 0.1%
Value ($000) $263 Shares 3,400 Est. Cost $81.45 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $260 Shares 3,323 Est. Cost $70.72 Unrealized +7.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $260 Shares 3,524 Est. Cost $83.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $257 Shares 4,220 Est. Cost $78.81 Unrealized -24.2%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $256 Shares 4,105 Est. Cost $48.60 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $256 Shares 5,593 Est. Cost $18.89 Unrealized +128.2%
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.1%
Value ($000) $255 Shares 2,567 Est. Cost $99.02 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $255 Shares 1,390 Est. Cost $154.34 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.1%
Value ($000) $254 Shares 4,343 Est. Cost $57.84 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $253 Shares 3,140 Est. Cost $74.52 Unrealized 0.0%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $249 Shares 2,680 Est. Cost $92.81 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $247 Shares 2,000 Est. Cost $111.22 Unrealized
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $247 Shares 555 Est. Cost $444.66 Unrealized
HYGV FLEXSHARES TR HIG YLD VL ETF 0.1%
Value ($000) $244 Shares 6,000 Est. Cost $39.88 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $244 Shares 1,467 Est. Cost $147.72 Unrealized +9.5%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $241 Shares 2,619 Est. Cost $86.64 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $237 Shares 2,810 Est. Cost $70.16 Unrealized +12.5%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $229 Shares 1,120 Est. Cost $166.23 Unrealized
SPHY SPDR SER TR PORTFLI HIGH YLD 0.1%
Value ($000) $228 Shares 9,910 Est. Cost $26.34 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $227 Shares 494 Est. Cost $418.09 Unrealized +8.9%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.1%
Value ($000) $227 Shares 4,107 Est. Cost $55.20 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $226 Shares 2,480 Est. Cost $84.88 Unrealized
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $226 Shares 3,107 Est. Cost $54.21 Unrealized
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $223 Shares 5,647 Est. Cost $39.44 Unrealized +21.7%
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $221 Shares 6,335 Est. Cost $31.86 Unrealized +6.1%
CANADIAN PAC RY LTD COM 0.1%
Value ($000) $221 Shares 2,875 Est. Cost $74.59 Unrealized
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $221 Shares 3,844 Est. Cost $56.95 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $219 Shares 1,580 Est. Cost $114.21 Unrealized +9.5%
NOW SERVICENOW INC COM 0.1%
Value ($000) $219 Shares 472 Est. Cost $87.09 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $218 Shares 4,647 Est. Cost $44.28 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $211 Shares 2,154 Est. Cost $81.38 Unrealized 0.0%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $209 Shares 1,620 Est. Cost $103.20 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $209 Shares 3,720 Est. Cost $54.39 Unrealized +8.3%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.1%
Value ($000) $207 Shares 2,580 Est. Cost $80.22 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $207 Shares 3,092 Est. Cost $64.33 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $204 Shares 4,155 Est. Cost $46.08 Unrealized +7.2%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $201 Shares 1,200 Est. Cost $167.86 Unrealized
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.0%
Value ($000) $139 Shares 12,096 Est. Cost $11.23 Unrealized
EATON VANCE LTD DURATION INCOME FUND 0.0%
Value ($000) $118 Shares 11,984 Est. Cost $9.26 Unrealized
DNP SELECT INCOME FUND 0.0%
Value ($000) $112 Shares 10,200 Est. Cost $11.25 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.0%
Value ($000) $97 Shares 11,000 Est. Cost $9.40 Unrealized