Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 12, 2023

Total Value ($000): $296,343 (100.0% shares, 0.0% debt)

Holdings (230)

CVX CHEVRON COM 7.6%
Value ($000) $22,559 Shares 133,788 Est. Cost $81.57 Unrealized +78.7%
XOM EXXON MOBIL CORPORATION 7.1%
Value ($000) $20,951 Shares 178,183 Est. Cost $52.58 Unrealized +92.1%
AAPL APPLE COMPUTER INC. CMN. 6.0%
Value ($000) $17,830 Shares 104,142 Est. Cost $93.47 Unrealized +94.0%
JNJ JOHNSON & JOHNSON COM 3.7%
Value ($000) $10,959 Shares 70,360 Est. Cost $117.13 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.5%
Value ($000) $10,335 Shares 42,958 Est. Cost $122.36 Unrealized +88.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $7,972 Shares 15 Est. Cost $313083.50 Unrealized +72.2%
MSFT MICROSOFT COM 2.6%
Value ($000) $7,617 Shares 24,124 Est. Cost $129.35 Unrealized +150.9%
LLY LILLY ELI & COMPANY 2.2%
Value ($000) $6,585 Shares 12,259 Est. Cost $103.78 Unrealized +388.3%
HD HOME DEPOT COM 1.9%
Value ($000) $5,490 Shares 18,169 Est. Cost $188.07 Unrealized +61.1%
IVV ISHARES TR S&P 500 INDEX 1.6%
Value ($000) $4,882 Shares 11,369 Est. Cost $388.56 Unrealized
VRSK VERISK ANALYTICS INC CL A 1.5%
Value ($000) $4,301 Shares 18,206 Est. Cost $172.13 Unrealized +34.9%
PG PROCTER & GAMBLE CO. 1.4%
Value ($000) $4,140 Shares 28,383 Est. Cost $94.40 Unrealized +52.7%
GOOG ALPHABET INC. 1.4%
Value ($000) $4,068 Shares 30,856 Est. Cost $109.15 Unrealized +18.2%
TGT TARGET CORPORATION 1.2%
Value ($000) $3,604 Shares 32,598 Est. Cost $79.62 Unrealized +46.2%
JPM JP MORGAN CHASE & CO COM 1.2%
Value ($000) $3,505 Shares 24,168 Est. Cost $93.26 Unrealized +52.6%
V VISA INC COM CL A 1.1%
Value ($000) $3,401 Shares 14,785 Est. Cost $152.15 Unrealized +55.2%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $3,347 Shares 26,332 Est. Cost $123.28 Unrealized +8.7%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.1%
Value ($000) $3,206 Shares 8,164 Est. Cost $309.02 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $3,150 Shares 18,591 Est. Cost $102.19 Unrealized +63.6%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $3,104 Shares 23,722 Est. Cost $107.19 Unrealized +19.8%
MRK MERCK & CO INC 1.0%
Value ($000) $3,037 Shares 29,497 Est. Cost $61.65 Unrealized +62.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,912 Shares 8,312 Est. Cost $249.97 Unrealized +41.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $2,656 Shares 7,413 Est. Cost $241.15 Unrealized
WMT WAL-MART 0.8%
Value ($000) $2,376 Shares 14,855 Est. Cost $38.53 Unrealized +34.5%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.8%
Value ($000) $2,285 Shares 52,271 Est. Cost $42.11 Unrealized
NVDA NVIDIA CORP 0.8%
Value ($000) $2,242 Shares 5,154 Est. Cost $16.87 Unrealized +165.4%
AVGO BROADCOM INC 0.7%
Value ($000) $2,176 Shares 2,620 Est. Cost $34.13 Unrealized +146.0%
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $2,154 Shares 5,038 Est. Cost $316.37 Unrealized
ADBE ADOBE INC COM 0.7%
Value ($000) $2,063 Shares 4,046 Est. Cost $284.33 Unrealized +84.5%
CSCO CISCO 0.7%
Value ($000) $2,023 Shares 37,630 Est. Cost $40.86 Unrealized +23.1%
DE DEERE & CO COM 0.7%
Value ($000) $2,016 Shares 5,341 Est. Cost $157.95 Unrealized +151.9%
RTX RTX CORPORATION COM 0.7%
Value ($000) $1,940 Shares 26,950 Est. Cost $58.93 Unrealized +37.9%
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,892 Shares 12,695 Est. Cost $88.51 Unrealized +52.9%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.6%
Value ($000) $1,868 Shares 18,081 Est. Cost $96.95 Unrealized
PFE PFIZER INC COM 0.6%
Value ($000) $1,717 Shares 51,775 Est. Cost $30.76 Unrealized -0.6%
IWM ISHARES TR RUSSELL 2000 0.6%
Value ($000) $1,641 Shares 9,284 Est. Cost $147.56 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.5%
Value ($000) $1,616 Shares 17,134 Est. Cost $91.92 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,611 Shares 6,115 Est. Cost $164.81 Unrealized +63.5%
CVS CVS CORP. 0.5%
Value ($000) $1,611 Shares 23,072 Est. Cost $56.38 Unrealized +14.5%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,575 Shares 5,771 Est. Cost $125.12 Unrealized +109.0%
SYK STRYKER CORP 0.5%
Value ($000) $1,573 Shares 5,757 Est. Cost $173.61 Unrealized +61.3%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,522 Shares 7,310 Est. Cost $175.08 Unrealized
KMB KIMBERLY - CLARK CORP 0.5%
Value ($000) $1,507 Shares 12,472 Est. Cost $92.17 Unrealized +27.8%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,455 Shares 3,675 Est. Cost $234.52 Unrealized +69.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,446 Shares 4,710 Est. Cost $187.80 Unrealized +62.1%
IJH ISHARES TR S&P MIDCAP 400 0.5%
Value ($000) $1,400 Shares 5,614 Est. Cost $234.90 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $1,318 Shares 6,973 Est. Cost $163.24 Unrealized
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,313 Shares 26,167 Est. Cost $50.22 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,312 Shares 6,444 Est. Cost $134.43 Unrealized +53.3%
MCO MOODYS CORP COM 0.4%
Value ($000) $1,310 Shares 4,143 Est. Cost $145.66 Unrealized +129.2%
META FACEBOOK INC CL A 0.4%
Value ($000) $1,309 Shares 4,360 Est. Cost $173.53 Unrealized +72.4%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,274 Shares 6,470 Est. Cost $170.55 Unrealized +20.2%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $1,242 Shares 21,397 Est. Cost $42.37 Unrealized +28.3%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $1,235 Shares 7,946 Est. Cost $134.57 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,232 Shares 18,011 Est. Cost $89.91 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $1,231 Shares 4,582 Est. Cost $165.35 Unrealized +40.2%
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $1,219 Shares 8,689 Est. Cost $94.18 Unrealized +39.9%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,216 Shares 5,502 Est. Cost $166.77 Unrealized +26.6%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,154 Shares 11,945 Est. Cost $60.04 Unrealized +51.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,137 Shares 2,255 Est. Cost $241.43 Unrealized +94.6%
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $1,133 Shares 20,633 Est. Cost $48.84 Unrealized +19.7%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.4%
Value ($000) $1,112 Shares 28,369 Est. Cost $39.68 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,084 Shares 9,052 Est. Cost $54.61 Unrealized +97.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,074 Shares 6,170 Est. Cost $175.77 Unrealized -0.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,050 Shares 5,175 Est. Cost $107.16 Unrealized +82.7%
NOBL PROSHARES TR S&P 500 DV ARIST 0.3%
Value ($000) $1,034 Shares 11,678 Est. Cost $67.10 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,016 Shares 4,097 Est. Cost $104.33 Unrealized +111.0%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $989 Shares 3,719 Est. Cost $187.42 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $988 Shares 5,346 Est. Cost $135.36 Unrealized +28.4%
KO COCA COLA CO COM 0.3%
Value ($000) $982 Shares 17,545 Est. Cost $40.07 Unrealized +39.1%
BLACKROCK INC COM 0.3%
Value ($000) $974 Shares 1,506 Est. Cost $626.17 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $965 Shares 3,373 Est. Cost $182.93 Unrealized +49.1%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $964 Shares 17,736 Est. Cost $47.07 Unrealized +8.9%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $927 Shares 1,640 Est. Cost $375.61 Unrealized +41.7%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $896 Shares 3,820 Est. Cost $80.60 Unrealized +46.8%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $879 Shares 4,140 Est. Cost $212.41 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.3%
Value ($000) $873 Shares 5,604 Est. Cost $123.03 Unrealized +23.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $856 Shares 2,094 Est. Cost $303.00 Unrealized +37.0%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $849 Shares 19,138 Est. Cost $33.13 Unrealized +25.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $847 Shares 3,679 Est. Cost $145.20 Unrealized +58.4%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $846 Shares 12,184 Est. Cost $39.67 Unrealized +69.4%
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $819 Shares 4,037 Est. Cost $190.46 Unrealized +12.1%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $817 Shares 3,310 Est. Cost $159.46 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $804 Shares 11,310 Est. Cost $59.49 Unrealized +19.1%
NKE NIKE INC CL B 0.3%
Value ($000) $799 Shares 8,361 Est. Cost $76.33 Unrealized +28.7%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $789 Shares 9,737 Est. Cost $121.14 Unrealized -31.1%
ETN EATON CORP CMN 0.3%
Value ($000) $758 Shares 3,556 Est. Cost $91.34 Unrealized +129.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $748 Shares 1,478 Est. Cost $291.85 Unrealized +81.2%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $733 Shares 15,409 Est. Cost $48.99 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $724 Shares 5,248 Est. Cost $141.25 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $718 Shares 9,355 Est. Cost $40.75 Unrealized +73.0%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $709 Shares 17,360 Est. Cost $38.98 Unrealized +4.4%
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $708 Shares 6,903 Est. Cost $110.89 Unrealized
INTC INTEL COM 0.2%
Value ($000) $699 Shares 19,659 Est. Cost $40.44 Unrealized -15.4%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $681 Shares 7,484 Est. Cost $72.06 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $646 Shares 8,657 Est. Cost $21.29 Unrealized +40.4%
DGRO ISHARES DIVIDEND GROWTH ETF 0.2%
Value ($000) $643 Shares 12,979 Est. Cost $53.41 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $638 Shares 922 Est. Cost $269.65 Unrealized +162.8%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $635 Shares 3,825 Est. Cost $81.79 Unrealized +97.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $623 Shares 7,062 Est. Cost $71.88 Unrealized +16.2%
NFLX NETFLIX INC COM 0.2%
Value ($000) $615 Shares 1,628 Est. Cost $27.22 Unrealized +55.7%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $614 Shares 5,110 Est. Cost $69.40 Unrealized +48.9%
SO SOUTHERN COMPANY 0.2%
Value ($000) $610 Shares 9,421 Est. Cost $46.09 Unrealized +38.4%
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $610 Shares 2,436 Est. Cost $224.08 Unrealized +14.6%
DOV DOVER CORP 0.2%
Value ($000) $601 Shares 4,307 Est. Cost $81.29 Unrealized +72.6%
MMM 3M COMPANY COM 0.2%
Value ($000) $600 Shares 6,407 Est. Cost $116.12 Unrealized -31.5%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $596 Shares 8,608 Est. Cost $59.33 Unrealized
GS GOLDMAN SACHS 0.2%
Value ($000) $580 Shares 1,794 Est. Cost $258.30 Unrealized +22.1%
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $563 Shares 3,662 Est. Cost $151.31 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value ($000) $562 Shares 15,080 Est. Cost $36.69 Unrealized +6.3%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $558 Shares 5,265 Est. Cost $59.60 Unrealized +89.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $555 Shares 5,001 Est. Cost $79.38 Unrealized +38.6%
BA BOEING CO COM 0.2%
Value ($000) $547 Shares 2,853 Est. Cost $309.18 Unrealized -29.2%
ECL ECOLAB INC COM 0.2%
Value ($000) $538 Shares 3,173 Est. Cost $155.03 Unrealized +14.4%
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $529 Shares 5,619 Est. Cost $77.08 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $517 Shares 12,298 Est. Cost $31.16 Unrealized +16.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $515 Shares 1,817 Est. Cost $197.42 Unrealized +39.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $507 Shares 8,850 Est. Cost $62.80 Unrealized +2.6%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $500 Shares 7,256 Est. Cost $65.19 Unrealized
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $500 Shares 10,281 Est. Cost $41.28 Unrealized
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $492 Shares 9,762 Est. Cost $50.83 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $477 Shares 4,545 Est. Cost $105.76 Unrealized -5.2%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $472 Shares 5,163 Est. Cost $108.46 Unrealized
IUSV ISHARES CORE S&P VALUE 0.2%
Value ($000) $457 Shares 6,124 Est. Cost $72.47 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $451 Shares 6,770 Est. Cost $85.98 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $442 Shares 2,912 Est. Cost $145.27 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $441 Shares 4,828 Est. Cost $81.85 Unrealized +13.0%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $434 Shares 3,065 Est. Cost $134.18 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value ($000) $434 Shares 7,625 Est. Cost $68.61 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $434 Shares 3,060 Est. Cost $57.22 Unrealized +113.4%
CMI CUMMINS INC COM 0.1%
Value ($000) $430 Shares 1,880 Est. Cost $137.06 Unrealized +66.8%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $424 Shares 8,663 Est. Cost $48.86 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $416 Shares 12,827 Est. Cost $38.27 Unrealized -24.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $411 Shares 4,239 Est. Cost $81.69 Unrealized +23.0%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $407 Shares 2,726 Est. Cost $101.41 Unrealized +56.7%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $402 Shares 269 Est. Cost $1293.71 Unrealized +18.7%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $399 Shares 3,460 Est. Cost $65.67 Unrealized +70.8%
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $397 Shares 14,518 Est. Cost $24.73 Unrealized +12.5%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $390 Shares 2,613 Est. Cost $150.79 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $389 Shares 6,540 Est. Cost $39.86 Unrealized +41.3%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $384 Shares 5,432 Est. Cost $75.45 Unrealized
T AT&T INC COM 0.1%
Value ($000) $381 Shares 25,339 Est. Cost $14.66 Unrealized -11.6%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $379 Shares 4,098 Est. Cost $59.83 Unrealized +44.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $376 Shares 11,376 Est. Cost $38.23 Unrealized -15.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $360 Shares 2,933 Est. Cost $103.83 Unrealized +10.8%
HSY HERSHEY CO COM 0.1%
Value ($000) $355 Shares 1,776 Est. Cost $100.37 Unrealized +107.9%
CB CHUBB LIMITED COM 0.1%
Value ($000) $354 Shares 1,700 Est. Cost $179.35 Unrealized +9.7%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $352 Shares 7,064 Est. Cost $47.84 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $352 Shares 1,328 Est. Cost $202.14 Unrealized +22.1%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $342 Shares 3,179 Est. Cost $90.95 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $342 Shares 6,916 Est. Cost $42.47 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $336 Shares 5,348 Est. Cost $31.88 Unrealized +82.0%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $335 Shares 6,616 Est. Cost $50.59 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $335 Shares 1,832 Est. Cost $173.42 Unrealized -0.1%
LOW LOWES COMPANIES 0.1%
Value ($000) $332 Shares 1,597 Est. Cost $151.87 Unrealized +41.5%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $329 Shares 2,071 Est. Cost $121.48 Unrealized +30.8%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $326 Shares 4,336 Est. Cost $79.53 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $325 Shares 6,309 Est. Cost $41.11 Unrealized +12.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $324 Shares 3,646 Est. Cost $71.17 Unrealized +19.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $323 Shares 4,307 Est. Cost $61.42 Unrealized +15.1%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $321 Shares 9,175 Est. Cost $34.39 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $310 Shares 15,459 Est. Cost $21.04 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $309 Shares 5,593 Est. Cost $18.89 Unrealized +182.9%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $308 Shares 4,837 Est. Cost $42.11 Unrealized +57.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $301 Shares 4,561 Est. Cost $72.80 Unrealized -7.9%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $301 Shares 7,763 Est. Cost $29.23 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $299 Shares 4,644 Est. Cost $65.07 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $296 Shares 673 Est. Cost $387.09 Unrealized +8.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $292 Shares 5,012 Est. Cost $45.78 Unrealized +18.9%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $292 Shares 2,841 Est. Cost $87.40 Unrealized +24.2%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $290 Shares 1,235 Est. Cost $250.40 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $290 Shares 2,231 Est. Cost $96.47 Unrealized +37.9%
O REALTY INCOME CORP COM 0.1%
Value ($000) $284 Shares 5,681 Est. Cost $48.98 Unrealized +2.4%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $282 Shares 3,265 Est. Cost $86.30 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $281 Shares 2,680 Est. Cost $92.81 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $280 Shares 1,426 Est. Cost $147.72 Unrealized +31.4%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $275 Shares 2,100 Est. Cost $128.51 Unrealized +8.9%
IXUS ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $274 Shares 4,575 Est. Cost $59.99 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $273 Shares 2,956 Est. Cost $88.28 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $267 Shares 3,833 Est. Cost $82.30 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $266 Shares 5,790 Est. Cost $37.17 Unrealized +22.9%
STT STATE STREET CORP 0.1%
Value ($000) $261 Shares 3,900 Est. Cost $57.49 Unrealized +12.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $260 Shares 466 Est. Cost $87.73 Unrealized +30.0%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $260 Shares 2,555 Est. Cost $86.64 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $260 Shares 9,083 Est. Cost $29.38 Unrealized -7.6%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $260 Shares 1,591 Est. Cost $115.62 Unrealized +38.2%
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $259 Shares 6,261 Est. Cost $31.86 Unrealized +10.9%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $257 Shares 6,222 Est. Cost $36.29 Unrealized
ASML ASML HOLDING NV NY REG SHS 0.1%
Value ($000) $257 Shares 436 Est. Cost $707.57 Unrealized
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $255 Shares 3,823 Est. Cost $71.54 Unrealized
HCA HCA HLDGS INC COM 0.1%
Value ($000) $254 Shares 1,031 Est. Cost $193.55 Unrealized +38.7%
PLD PROLOGIS INC COM 0.1%
Value ($000) $252 Shares 2,249 Est. Cost $65.19 Unrealized +73.3%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $250 Shares 1,242 Est. Cost $206.04 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $250 Shares 3,292 Est. Cost $79.35 Unrealized
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $249 Shares 6,756 Est. Cost $36.89 Unrealized
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $249 Shares 3,862 Est. Cost $57.37 Unrealized
ARISTA NETWORKS INC COM 0.1%
Value ($000) $244 Shares 1,326 Est. Cost $183.93 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.1%
Value ($000) $243 Shares 4,225 Est. Cost $57.84 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $243 Shares 1,580 Est. Cost $114.21 Unrealized +19.7%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $241 Shares 4,105 Est. Cost $48.60 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $241 Shares 1,406 Est. Cost $154.62 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $241 Shares 7,090 Est. Cost $34.79 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $241 Shares 2,997 Est. Cost $70.86 Unrealized +16.0%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $239 Shares 2,079 Est. Cost $111.41 Unrealized
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $239 Shares 2,596 Est. Cost $105.03 Unrealized -13.9%
GLW CORNING INC COM 0.1%
Value ($000) $233 Shares 7,662 Est. Cost $30.70 Unrealized 0.0%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $233 Shares 3,720 Est. Cost $54.39 Unrealized +14.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $230 Shares 2,940 Est. Cost $74.68 Unrealized +4.2%
INTU INTUIT COM 0.1%
Value ($000) $230 Shares 450 Est. Cost $430.92 Unrealized +15.8%
SPGP INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF 0.1%
Value ($000) $228 Shares 2,500 Est. Cost $91.24 Unrealized
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $228 Shares 5,648 Est. Cost $39.44 Unrealized +7.8%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value ($000) $227 Shares 3,021 Est. Cost $75.56 Unrealized
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $227 Shares 1,719 Est. Cost $131.79 Unrealized
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $225 Shares 3,107 Est. Cost $54.21 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $221 Shares 3,776 Est. Cost $104.12 Unrealized -37.6%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $219 Shares 1,330 Est. Cost $174.09 Unrealized -3.7%
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $212 Shares 464 Est. Cost $456.64 Unrealized
FLR FLUOR CORP. (NEW) 0.1%
Value ($000) $212 Shares 5,768 Est. Cost $33.49 Unrealized 0.0%
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $210 Shares 2,878 Est. Cost $81.92 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $206 Shares 1,082 Est. Cost $170.44 Unrealized +8.3%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $205 Shares 1,500 Est. Cost $105.59 Unrealized 0.0%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $204 Shares 9,265 Est. Cost $22.89 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $203 Shares 2,698 Est. Cost $79.84 Unrealized -6.9%
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.0%
Value ($000) $135 Shares 12,325 Est. Cost $11.23 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.0%
Value ($000) $112 Shares 11,000 Est. Cost $9.40 Unrealized
EATON VANCE LTD DURATION INCOME FUND 0.0%
Value ($000) $108 Shares 11,984 Est. Cost $9.26 Unrealized
DNP SELECT INCOME FUND 0.0%
Value ($000) $97 Shares 10,200 Est. Cost $11.25 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $89 Shares 10,734 Est. Cost $8.33 Unrealized
PLAYAGS INC COM 0.0%
Value ($000) $76 Shares 11,611 Est. Cost $6.52 Unrealized
GRAFTECH INTL LTD COM 0.0%
Value ($000) $73 Shares 19,058 Est. Cost $3.82 Unrealized