Hanson & Doremus Investment Management Diversified Active

CIK: 0001393944 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 21, 2021

Total Value ($000): $432,607 (100.0% shares, 0.0% debt)

Holdings (486)

SCHB Schwab U.S. Broad Market ETF 18.2%
Value ($000) $78,942 Shares 760,080 Est. Cost $6232.93 Unrealized
BND Vanguard Total U.S. Bond Market ETF 7.3%
Value ($000) $31,777 Shares 371,876 Est. Cost $1570.55 Unrealized
VEA Vanguard Developed Market ETF 5.8%
Value ($000) $24,997 Shares 495,081 Est. Cost $202.97 Unrealized
BNDX Vanguard Total Int'l Bond Market ETF 3.9%
Value ($000) $16,847 Shares 295,763 Est. Cost $56.20 Unrealized
VWO Vanguard Emerging Market ETF 3.3%
Value ($000) $14,340 Shares 286,737 Est. Cost $40.18 Unrealized
SCHF Schwab Int'l Equity ETF 3.0%
Value ($000) $13,041 Shares 336,974 Est. Cost $1864.50 Unrealized
MSFT Microsoft 2.6%
Value ($000) $11,044 Shares 39,173 Est. Cost $67.23 Unrealized +317.5%
SCHW The Charles Schwab Corp. 1.8%
Value ($000) $7,974 Shares 109,473 Est. Cost $20.45 Unrealized +229.6%
ESGV Vanguard ESG US Stock ETF 1.7%
Value ($000) $7,167 Shares 89,520 Est. Cost $74.54 Unrealized
TSM Taiwan Semiconductor ADR 1.5%
Value ($000) $6,699 Shares 59,999 Est. Cost $29.97 Unrealized
STX Seagate Technology PLC 1.2%
Value ($000) $5,355 Shares 64,891 Est. Cost $75.21 Unrealized 0.0%
VSGX Vanguard ESG International Stock ETF 1.2%
Value ($000) $5,287 Shares 85,634 Est. Cost $59.61 Unrealized
GLW Corning 1.1%
Value ($000) $4,808 Shares 131,775 Est. Cost $14.11 Unrealized +150.1%
AAPL Apple Inc. 1.1%
Value ($000) $4,771 Shares 33,714 Est. Cost $88.72 Unrealized +62.2%
PFE Pfizer Inc. 1.0%
Value ($000) $4,419 Shares 102,736 Est. Cost $19.41 Unrealized +83.8%
IWD iShares Russell 1000 Val ETF 1.0%
Value ($000) $4,296 Shares 27,446 Est. Cost $100.41 Unrealized
COST Costco 1.0%
Value ($000) $4,263 Shares 9,488 Est. Cost $144.22 Unrealized +190.0%
VZ Verizon Communications Inc. 0.9%
Value ($000) $3,943 Shares 73,000 Est. Cost $29.61 Unrealized +42.9%
GOOG Alphabet, Inc Cl C 0.9%
Value ($000) $3,790 Shares 1,422 Est. Cost $53.59 Unrealized +155.3%
VTEB Vanguard Muni Bond ETF 0.9%
Value ($000) $3,764 Shares 68,724 Est. Cost $53.75 Unrealized
VCEB Vanguard ESG US Corporate Bond ETF 0.9%
Value ($000) $3,716 Shares 50,366 Est. Cost $73.78 Unrealized
BRK/B Berkshire Hathaway Cl B 0.8%
Value ($000) $3,548 Shares 12,998 Est. Cost $215.95 Unrealized +30.1%
CSCO Cisco Systems, Inc. 0.8%
Value ($000) $3,546 Shares 65,139 Est. Cost $23.44 Unrealized +110.0%
MRK Merck 0.7%
Value ($000) $3,190 Shares 42,475 Est. Cost $57.20 Unrealized +15.6%
JPM JP Morgan Chase & Co 0.7%
Value ($000) $3,111 Shares 19,007 Est. Cost $68.55 Unrealized +104.7%
BSV Vanguard Short-Term Bond ETF 0.7%
Value ($000) $3,007 Shares 36,702 Est. Cost $79.95 Unrealized
KO Coca-Cola Co 0.7%
Value ($000) $2,986 Shares 56,909 Est. Cost $35.07 Unrealized +39.1%
WPP WPP 0.7%
Value ($000) $2,947 Shares 43,964 Est. Cost $58.43 Unrealized
VTI Vanguard Total Stk Mkt ETF 0.7%
Value ($000) $2,902 Shares 13,068 Est. Cost $92.41 Unrealized
GOOGL Alphabet, Inc. Cl A 0.7%
Value ($000) $2,861 Shares 1,070 Est. Cost $73.88 Unrealized +82.8%
BA Boeing Co. 0.6%
Value ($000) $2,709 Shares 12,319 Est. Cost $142.95 Unrealized +56.0%
DUK Duke Energy Corp. 0.5%
Value ($000) $2,368 Shares 24,261 Est. Cost $50.67 Unrealized +72.2%
IBM IBM Corp. 0.5%
Value ($000) $2,298 Shares 16,540 Est. Cost $102.18 Unrealized +9.7%
JNJ Johnson & Johnson 0.5%
Value ($000) $2,285 Shares 14,147 Est. Cost $88.71 Unrealized +69.4%
Peoples United Finl Inc 0.5%
Value ($000) $2,241 Shares 128,273 Est. Cost $14.26 Unrealized
DIS Walt Disney Hldg 0.5%
Value ($000) $2,214 Shares 13,089 Est. Cost $119.01 Unrealized +46.3%
QRVO Qorvo Inc 0.5%
Value ($000) $2,213 Shares 13,236 Est. Cost $78.42 Unrealized +136.9%
MDT Medtronic Inc. 0.5%
Value ($000) $2,206 Shares 17,599 Est. Cost $69.99 Unrealized +62.1%
V Visa Inc 0.5%
Value ($000) $2,175 Shares 9,763 Est. Cost $187.51 Unrealized +21.1%
EMR Emerson Electric Co. 0.5%
Value ($000) $2,065 Shares 21,918 Est. Cost $51.79 Unrealized +76.1%
SONY Sony Group Corp 0.5%
Value ($000) $2,038 Shares 18,427 Est. Cost $33.16 Unrealized
BMY Bristol Myers 0.5%
Value ($000) $2,028 Shares 34,266 Est. Cost $34.33 Unrealized +59.7%
PG Procter & Gamble 0.4%
Value ($000) $1,884 Shares 13,474 Est. Cost $82.84 Unrealized +53.6%
AMZN Amazon.Com 0.4%
Value ($000) $1,866 Shares 568 Est. Cost $152.99 Unrealized +12.7%
WHR Whirlpool 0.4%
Value ($000) $1,865 Shares 9,147 Est. Cost $143.30 Unrealized +53.0%
CAT Caterpillar 0.4%
Value ($000) $1,864 Shares 9,712 Est. Cost $75.42 Unrealized +154.7%
CHE Chemed Corp. 0.4%
Value ($000) $1,822 Shares 3,918 Est. Cost $140.01 Unrealized +231.8%
SBUX Starbucks 0.4%
Value ($000) $1,754 Shares 15,898 Est. Cost $79.74 Unrealized +32.6%
T AT&T Inc. 0.4%
Value ($000) $1,753 Shares 64,887 Est. Cost $13.53 Unrealized +18.8%
MUNI PIMCO Intermediate Muni Bond ETF 0.4%
Value ($000) $1,704 Shares 30,236 Est. Cost $55.94 Unrealized
GLD SPDR Gold Trust ETF 0.4%
Value ($000) $1,667 Shares 10,153 Est. Cost $122.07 Unrealized
VYX NCR Corporation 0.4%
Value ($000) $1,546 Shares 39,892 Est. Cost $19.34 Unrealized +34.5%
CVS CVS Corp 0.4%
Value ($000) $1,542 Shares 18,167 Est. Cost $57.95 Unrealized +25.1%
SPYX SPDR S&P 500 Fossil Fl Fr ETF 0.3%
Value ($000) $1,493 Shares 14,056 Est. Cost $61.36 Unrealized
VTR Ventas REIT Inc 0.3%
Value ($000) $1,484 Shares 26,884 Est. Cost $42.95 Unrealized +14.3%
HON Honeywell International 0.3%
Value ($000) $1,472 Shares 6,935 Est. Cost $133.94 Unrealized +45.3%
FDX Fedex Corporation 0.3%
Value ($000) $1,451 Shares 6,616 Est. Cost $131.40 Unrealized +88.7%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,413 Shares 3,294 Est. Cost $11498.18 Unrealized
YUMC Yum China Hldgs Inc Com 0.3%
Value ($000) $1,409 Shares 24,244 Est. Cost $50.53 Unrealized +21.7%
MCK McKesson Corp. 0.3%
Value ($000) $1,398 Shares 7,012 Est. Cost $139.51 Unrealized +39.9%
Splunk Inc 0.3%
Value ($000) $1,381 Shares 9,542 Est. Cost $144.73 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.3%
Value ($000) $1,372 Shares 46,564 Est. Cost $4323.37 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $1,367 Shares 4,711 Est. Cost $12573.16 Unrealized
TIP iShares TIPS Bond ETF 0.3%
Value ($000) $1,340 Shares 10,495 Est. Cost $965.45 Unrealized
XBI SPDR S&P Biotech ETF 0.3%
Value ($000) $1,338 Shares 10,647 Est. Cost $96.46 Unrealized
AZN AstraZeneca plc ADR 0.3%
Value ($000) $1,337 Shares 22,261 Est. Cost $40.98 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.3%
Value ($000) $1,310 Shares 21,331 Est. Cost $61.41 Unrealized
VLO Valero Energy 0.3%
Value ($000) $1,302 Shares 18,444 Est. Cost $32.19 Unrealized +78.8%
SLB Schlumberger Limited 0.3%
Value ($000) $1,288 Shares 43,440 Est. Cost $39.60 Unrealized -34.3%
BWA Borg Warner Inc 0.3%
Value ($000) $1,258 Shares 29,121 Est. Cost $29.82 Unrealized +25.1%
ABT Abbott Laboratories 0.3%
Value ($000) $1,242 Shares 10,517 Est. Cost $69.86 Unrealized +62.4%
KHC Kraft Heinz Company 0.3%
Value ($000) $1,227 Shares 33,315 Est. Cost $29.41 Unrealized +3.8%
XOM Exxon Mobil Corporation 0.3%
Value ($000) $1,221 Shares 20,756 Est. Cost $47.83 Unrealized +1.3%
FSLR First Solar Inc 0.3%
Value ($000) $1,217 Shares 12,754 Est. Cost $46.03 Unrealized +101.7%
AMKR Amkor Technology Inc 0.3%
Value ($000) $1,167 Shares 46,788 Est. Cost $6.67 Unrealized +258.7%
EWBC East West Bancorp 0.3%
Value ($000) $1,149 Shares 14,820 Est. Cost $22.46 Unrealized +188.0%
LLY Eli Lilly & Co. 0.3%
Value ($000) $1,147 Shares 4,963 Est. Cost $69.70 Unrealized +239.5%
Stericycle Inc 0.3%
Value ($000) $1,133 Shares 16,671 Est. Cost $415.66 Unrealized
WY Weyerhaeuser Company 0.3%
Value ($000) $1,115 Shares 31,357 Est. Cost $22.09 Unrealized +31.1%
Hanesbrands Inc. 0.3%
Value ($000) $1,110 Shares 64,672 Est. Cost $18.21 Unrealized
LHC Group Inc 0.3%
Value ($000) $1,098 Shares 7,000 Est. Cost $156.86 Unrealized
IBB iShares NASDAQ Biotech ETF 0.2%
Value ($000) $1,076 Shares 6,657 Est. Cost $5066.19 Unrealized
THO Thor Industries Inc 0.2%
Value ($000) $1,068 Shares 8,696 Est. Cost $62.17 Unrealized +67.3%
VOO Vanguard 500 ETF 0.2%
Value ($000) $1,047 Shares 2,655 Est. Cost $296.24 Unrealized
ITGR Integer Holdings Corp 0.2%
Value ($000) $1,038 Shares 11,616 Est. Cost $38.55 Unrealized +142.8%
MKSI M K S Instruments Inc. 0.2%
Value ($000) $1,007 Shares 6,676 Est. Cost $30.82 Unrealized +380.6%
D Dominion Energy 0.2%
Value ($000) $984 Shares 13,470 Est. Cost $56.86 Unrealized +9.8%
WWW Wolverine World Wide Inc. 0.2%
Value ($000) $983 Shares 32,949 Est. Cost $16.90 Unrealized +79.6%
VOD Vodafone Group ADR 0.2%
Value ($000) $974 Shares 63,033 Est. Cost $17.44 Unrealized
INTC Intel Corp. 0.2%
Value ($000) $937 Shares 17,579 Est. Cost $42.44 Unrealized +17.4%
BAX Baxter International 0.2%
Value ($000) $865 Shares 10,758 Est. Cost $34.09 Unrealized +109.9%
DE Deere & Company 0.2%
Value ($000) $853 Shares 2,545 Est. Cost $125.32 Unrealized +170.8%
ABBV AbbVie Inc. 0.2%
Value ($000) $835 Shares 7,744 Est. Cost $45.14 Unrealized +115.4%
TD Toronto-Dominion Bank 0.2%
Value ($000) $797 Shares 12,047 Est. Cost $51.55 Unrealized +29.3%
MDLZ Mondelez Int'l Inc. 0.2%
Value ($000) $763 Shares 13,115 Est. Cost $30.12 Unrealized +84.0%
WU Western Union Co 0.2%
Value ($000) $761 Shares 37,654 Est. Cost $17.68 Unrealized
ROP Roper Industries Inc 0.2%
Value ($000) $749 Shares 1,679 Est. Cost $466.43 Unrealized 0.0%
TRV The Travelers Companies Inc. 0.2%
Value ($000) $745 Shares 4,904 Est. Cost $77.46 Unrealized +83.0%
GE General Electric Co. 0.2%
Value ($000) $725 Shares 7,041 Est. Cost $62.95 Unrealized 0.0%
LNT Alliant Energy Corp 0.2%
Value ($000) $697 Shares 12,457 Est. Cost $26.74 Unrealized +91.8%
IAU Ishares Gold ETF 0.2%
Value ($000) $657 Shares 19,654 Est. Cost $33.43 Unrealized
OKE Oneok Inc New 0.2%
Value ($000) $652 Shares 11,237 Est. Cost $26.42 Unrealized +60.3%
PEP Pepsico, Inc. 0.2%
Value ($000) $649 Shares 4,318 Est. Cost $68.32 Unrealized +97.6%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $640 Shares 4,169 Est. Cost $127.54 Unrealized
CBU Community Bank System 0.1%
Value ($000) $638 Shares 9,325 Est. Cost $30.99 Unrealized +101.0%
Activision Inc. 0.1%
Value ($000) $624 Shares 8,069 Est. Cost $61.28 Unrealized
COP Conoco Phillips 0.1%
Value ($000) $595 Shares 8,774 Est. Cost $39.57 Unrealized +24.6%
TPICQ TPI Composites Inc 0.1%
Value ($000) $578 Shares 17,135 Est. Cost $34.51 Unrealized +13.8%
Tata Motors Ltd ADR 0.1%
Value ($000) $554 Shares 24,735 Est. Cost $18.83 Unrealized
TMO Thermo Fisher Scientific 0.1%
Value ($000) $533 Shares 933 Est. Cost $414.29 Unrealized +30.9%
CVX Chevron Corp. 0.1%
Value ($000) $530 Shares 5,220 Est. Cost $75.78 Unrealized +9.9%
BIDU Baidu Inc ADR 0.1%
Value ($000) $527 Shares 3,426 Est. Cost $122.85 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $521 Shares 6,638 Est. Cost $68.93 Unrealized +4.2%
MCD McDonald's Corp 0.1%
Value ($000) $511 Shares 2,118 Est. Cost $98.69 Unrealized +118.7%
SYF Synchrony Financial 0.1%
Value ($000) $503 Shares 10,284 Est. Cost $29.22 Unrealized +50.4%
IVV iShares S&P 500 Index ETF 0.1%
Value ($000) $488 Shares 1,132 Est. Cost $216.53 Unrealized
DD E I DuPont 0.1%
Value ($000) $472 Shares 6,940 Est. Cost $26.86 Unrealized +5.6%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $468 Shares 5,994 Est. Cost $63.73 Unrealized
CME CME Group Inc. 0.1%
Value ($000) $465 Shares 2,404 Est. Cost $87.75 Unrealized +92.8%
DLR Digital Realty Trust REIT 0.1%
Value ($000) $447 Shares 3,095 Est. Cost $33.17 Unrealized +304.7%
Royal Dutch Shell ADR 0.1%
Value ($000) $446 Shares 10,007 Est. Cost $50.14 Unrealized
ESGE iShares MSCI Emerg Esg ETF 0.1%
Value ($000) $442 Shares 10,677 Est. Cost $52.19 Unrealized
HUM Humana 0.1%
Value ($000) $430 Shares 1,104 Est. Cost $173.03 Unrealized +135.1%
SCHZ Schwab U.S. Bond ETF 0.1%
Value ($000) $429 Shares 7,899 Est. Cost $75.31 Unrealized
RDY Dr Reddys Labs ADR 0.1%
Value ($000) $427 Shares 6,551 Est. Cost $38.08 Unrealized
WMT Wal-Mart Stores 0.1%
Value ($000) $422 Shares 3,025 Est. Cost $38.91 Unrealized +16.9%
DGRO iShares Core Dividend Growth ETF 0.1%
Value ($000) $421 Shares 8,380 Est. Cost $39.78 Unrealized
DGS WisdomTree Emerg Mk SmCap ETF 0.1%
Value ($000) $395 Shares 7,394 Est. Cost $4352.53 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $388 Shares 1,026 Est. Cost $147.73 Unrealized +136.9%
PSX Phillips 66 SHS 0.1%
Value ($000) $372 Shares 5,316 Est. Cost $45.53 Unrealized +34.5%
EMQQ EMQQ Emerging Markets Intrnt & Ecmrc ETF 0.1%
Value ($000) $364 Shares 7,331 Est. Cost $49.65 Unrealized
SO Southern Company 0.1%
Value ($000) $360 Shares 5,814 Est. Cost $33.77 Unrealized +62.0%
EQR Equity Residential Prop. REIT 0.1%
Value ($000) $357 Shares 4,409 Est. Cost $39.21 Unrealized +77.1%
WEC WEC Energy Group 0.1%
Value ($000) $348 Shares 3,947 Est. Cost $51.77 Unrealized +56.2%
XLK Sector SPDR Tech Select Shares 0.1%
Value ($000) $348 Shares 2,331 Est. Cost $71.21 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $339 Shares 4,847 Est. Cost $55.18 Unrealized +7.6%
C Citigroup 0.1%
Value ($000) $337 Shares 4,807 Est. Cost $43.77 Unrealized +36.4%
NSC Norfolk Southern 0.1%
Value ($000) $328 Shares 1,370 Est. Cost $188.85 Unrealized +23.6%
AXP American Express Company 0.1%
Value ($000) $318 Shares 1,897 Est. Cost $87.81 Unrealized +80.2%
VEU Vanguard FTSE All World ex US ETF 0.1%
Value ($000) $315 Shares 5,168 Est. Cost $6711.49 Unrealized
PNC PNC Financial Services Group Inc. 0.1%
Value ($000) $313 Shares 1,602 Est. Cost $89.87 Unrealized +78.9%
EIX Edison International 0.1%
Value ($000) $311 Shares 5,599 Est. Cost $46.87 Unrealized +0.4%
Raytheon Technologies Ord 0.1%
Value ($000) $311 Shares 3,621 Est. Cost $85.89 Unrealized
BCE BCE Inc. 0.1%
Value ($000) $310 Shares 6,202 Est. Cost $24.28 Unrealized +53.0%
STE Steris Corp. 0.1%
Value ($000) $306 Shares 1,500 Est. Cost $125.82 Unrealized +63.5%
NGG National Grid Plc ADR 0.1%
Value ($000) $304 Shares 5,102 Est. Cost $62.11 Unrealized
IJR iShares S&P Sm Cap Idx 600 ETF 0.1%
Value ($000) $304 Shares 2,780 Est. Cost $89.04 Unrealized
CBRE CBRE Group Inc 0.1%
Value ($000) $301 Shares 3,092 Est. Cost $39.79 Unrealized +133.5%
MINT PIMCO Enhanced Short Maturity Active ETF 0.1%
Value ($000) $300 Shares 2,947 Est. Cost $101.80 Unrealized
ASTE Astec Industries 0.1%
Value ($000) $288 Shares 5,353 Est. Cost $37.08 Unrealized +50.9%
TT Trane Technologies PLC 0.1%
Value ($000) $267 Shares 1,545 Est. Cost $93.73 Unrealized +94.1%
KWEB KraneShares CSI China Internet ETF 0.1%
Value ($000) $262 Shares 5,530 Est. Cost $66.54 Unrealized
HD Home Depot 0.1%
Value ($000) $261 Shares 795 Est. Cost $120.06 Unrealized +145.3%
ADP Auto Data Processing 0.1%
Value ($000) $258 Shares 1,289 Est. Cost $122.18 Unrealized +53.6%
SCHP Schwab U.S. Tips ETF 0.1%
Value ($000) $255 Shares 4,077 Est. Cost $62.55 Unrealized
SON Sonoco Products 0.1%
Value ($000) $249 Shares 4,182 Est. Cost $31.72 Unrealized +71.2%
Laboratory Corp of America Hlds 0.1%
Value ($000) $249 Shares 883 Est. Cost $171.84 Unrealized
SABR Sabre Corporation 0.1%
Value ($000) $241 Shares 20,326 Est. Cost $18.36 Unrealized -38.2%
MDY SPDR S&P Mid Cap 400 ETF 0.1%
Value ($000) $240 Shares 500 Est. Cost $252.97 Unrealized
SCHR Schwab Intermediate US Treasury ETF 0.1%
Value ($000) $236 Shares 4,163 Est. Cost $56.49 Unrealized
ROK Rockwell Automation 0.1%
Value ($000) $234 Shares 795 Est. Cost $143.14 Unrealized +98.9%
PPG P P G Industries Inc. 0.1%
Value ($000) $233 Shares 1,629 Est. Cost $80.76 Unrealized +81.7%
UNP Union Pacific 0.1%
Value ($000) $232 Shares 1,185 Est. Cost $81.70 Unrealized +139.0%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $230 Shares 1,735 Est. Cost $84.16 Unrealized +37.2%
SUB iShares Short-Term Nat. Muni Bond ETF 0.1%
Value ($000) $228 Shares 2,122 Est. Cost $107.34 Unrealized
INGR Ingredion Incorporated 0.1%
Value ($000) $220 Shares 2,471 Est. Cost $88.09 Unrealized 0.0%
ETN Eaton Corp. 0.1%
Value ($000) $219 Shares 1,464 Est. Cost $79.85 Unrealized +86.9%
SKYW Skywest Inc 0.1%
Value ($000) $217 Shares 4,400 Est. Cost $25.64 Unrealized +69.8%
META Facebook Inc Class A 0.0%
Value ($000) $214 Shares 632 Est. Cost $156.10 Unrealized +129.1%
PEG Public Sv Enterprise 0.0%
Value ($000) $209 Shares 3,427 Est. Cost $34.65 Unrealized +55.4%
IYW iShares Tr DJ U S Tech Sector ETF 0.0%
Value ($000) $208 Shares 2,052 Est. Cost $7607.63 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $205 Shares 329 Est. Cost $121.10 Unrealized 0.0%
ADM Archer-Daniels-Midland Inc. 0.0%
Value ($000) $196 Shares 3,265 Est. Cost $28.41 Unrealized +86.4%
LOW Lowes Companies Inc. 0.0%
Value ($000) $195 Shares 963 Est. Cost $116.35 Unrealized +57.8%
WDC Western Digital Corp. 0.0%
Value ($000) $190 Shares 3,364 Est. Cost $34.96 Unrealized +35.4%
VTIP Vanguard Sh-Tm Inflat- Prot ETF 0.0%
Value ($000) $186 Shares 3,533 Est. Cost $2312.63 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $186 Shares 1,501 Est. Cost $70.66 Unrealized +72.9%
APD Air Products & Chemicals Inc. 0.0%
Value ($000) $183 Shares 715 Est. Cost $230.52 Unrealized +7.1%
EWT iShares MSCI Taiwan Index ETF 0.0%
Value ($000) $183 Shares 2,958 Est. Cost $22962.23 Unrealized
VTV Vanguard Value Index ETF 0.0%
Value ($000) $182 Shares 1,348 Est. Cost $1583.35 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $181 Shares 876 Est. Cost $144.47 Unrealized +40.4%
AMGN Amgen Incorporated 0.0%
Value ($000) $181 Shares 849 Est. Cost $103.53 Unrealized +93.4%
IYH iShares Dow J. Healthcare ETF 0.0%
Value ($000) $180 Shares 654 Est. Cost $144130.39 Unrealized
ICLN iShares Global Clean Energy 0.0%
Value ($000) $176 Shares 8,134 Est. Cost $22.31 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $176 Shares 1,595 Est. Cost $61.09 Unrealized
WPC W. P. Carey & Co. LLC 0.0%
Value ($000) $176 Shares 2,415 Est. Cost $64.09 Unrealized
ELME Wash Real Est Inv Tr MD REIT 0.0%
Value ($000) $174 Shares 7,035 Est. Cost $26.51 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $173 Shares 2,326 Est. Cost $74.38 Unrealized
Atlas Air Worldwide Hldg 0.0%
Value ($000) $172 Shares 2,104 Est. Cost $46.93 Unrealized
AGG iShares Lehman Agg Bond Fd ETF 0.0%
Value ($000) $171 Shares 1,486 Est. Cost $115.25 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $170 Shares 601 Est. Cost $248.09 Unrealized +32.1%
NKE Nike, Inc. 0.0%
Value ($000) $168 Shares 1,157 Est. Cost $106.01 Unrealized +43.9%
CI Cigna Corp 0.0%
Value ($000) $168 Shares 838 Est. Cost $169.51 Unrealized +18.5%
CB Chubb Limited 0.0%
Value ($000) $168 Shares 966 Est. Cost $113.30 Unrealized +45.6%
Aberdeen Asia Pac Income Fd 0.0%
Value ($000) $166 Shares 40,073 Est. Cost $3.87 Unrealized
ALL Allstate 0.0%
Value ($000) $166 Shares 1,303 Est. Cost $46.96 Unrealized +152.7%
CMA Comerica Incorporated 0.0%
Value ($000) $161 Shares 2,000 Est. Cost $48.34 Unrealized +20.8%
Unilever PLC ADR 0.0%
Value ($000) $161 Shares 2,968 Est. Cost $1559.45 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $159 Shares 570 Est. Cost $92.27 Unrealized +204.0%
IJH iShares S&P Midcap 400 Index ETF 0.0%
Value ($000) $159 Shares 605 Est. Cost $212.35 Unrealized
AMCX Amc Networks Inc Cl A 0.0%
Value ($000) $156 Shares 3,351 Est. Cost $47.67 Unrealized +7.2%
WTS Watts Water Technologies 0.0%
Value ($000) $156 Shares 931 Est. Cost $49.97 Unrealized +220.7%
Plantronics Inc 0.0%
Value ($000) $155 Shares 6,048 Est. Cost $37.05 Unrealized
HSY Hershey Foods Corp 0.0%
Value ($000) $154 Shares 910 Est. Cost $127.72 Unrealized +24.4%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $154 Shares 1,517 Est. Cost $82.63 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $141 Shares 1,203 Est. Cost $71.63 Unrealized
UNM Unum Provident Corp. 0.0%
Value ($000) $141 Shares 5,615 Est. Cost $29.54 Unrealized -10.4%
PHG Kon Philips Electric NV 0.0%
Value ($000) $139 Shares 3,134 Est. Cost $50.07 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $138 Shares 58 Est. Cost $2171.70 Unrealized +1.6%
ED Consolidated Edison Inc. 0.0%
Value ($000) $136 Shares 1,878 Est. Cost $51.40 Unrealized +24.6%
CSX CSX Corp 0.0%
Value ($000) $136 Shares 4,584 Est. Cost $29.20 Unrealized +3.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $136 Shares 554 Est. Cost $93.03 Unrealized +145.1%
DOW Dow In 0.0%
Value ($000) $133 Shares 2,316 Est. Cost $38.49 Unrealized +24.2%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $132 Shares 2,555 Est. Cost $24.36 Unrealized +108.1%
WTRG Essential utilities ord 0.0%
Value ($000) $130 Shares 2,830 Est. Cost $47.18 Unrealized +2.7%
SYY Sysco Corp. 0.0%
Value ($000) $130 Shares 1,658 Est. Cost $55.82 Unrealized +21.4%
TGT Target Corp. 0.0%
Value ($000) $129 Shares 563 Est. Cost $150.87 Unrealized +45.8%
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $129 Shares 2,384 Est. Cost $54.11 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $127 Shares 1,345 Est. Cost $66.99 Unrealized +21.0%
Etho Climate Leader US ETF 0.0%
Value ($000) $126 Shares 2,127 Est. Cost $48.35 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $126 Shares 465 Est. Cost $88.29 Unrealized +184.2%
WELL Welltower Inc REIT 0.0%
Value ($000) $124 Shares 1,500 Est. Cost $54.93 Unrealized +39.8%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $123 Shares 828 Est. Cost $87.82 Unrealized +55.8%
CMCSA Comcast Corp. 0.0%
Value ($000) $122 Shares 2,184 Est. Cost $34.18 Unrealized +50.4%
FTNT Fortinet Inc 0.0%
Value ($000) $121 Shares 415 Est. Cost $7.07 Unrealized +718.7%
BR Broadridge Finl Solution 0.0%
Value ($000) $117 Shares 700 Est. Cost $66.85 Unrealized +136.3%
ORCL Oracle 0.0%
Value ($000) $115 Shares 1,325 Est. Cost $45.32 Unrealized +83.9%
XEL Xcel Energy Inc. 0.0%
Value ($000) $114 Shares 1,818 Est. Cost $25.62 Unrealized +128.5%
TXN Texas Instruments Inc. 0.0%
Value ($000) $111 Shares 576 Est. Cost $98.01 Unrealized +71.4%
IMO Imperial Oil Ltd 0.0%
Value ($000) $110 Shares 3,475 Est. Cost $30.07 Unrealized -17.8%
TDC Teradata Corp 0.0%
Value ($000) $109 Shares 1,893 Est. Cost $50.98 Unrealized +1.1%
DVY iShares Select Dividend Idx ETF 0.0%
Value ($000) $107 Shares 932 Est. Cost $83.49 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $106 Shares 1,629 Est. Cost $42.03 Unrealized +27.2%
OTIS OTIS Worldwide Corp-Wi 0.0%
Value ($000) $105 Shares 1,276 Est. Cost $54.83 Unrealized +49.9%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $105 Shares 1,706 Est. Cost $37.71 Unrealized +37.3%
GIS General Mills, Inc. 0.0%
Value ($000) $105 Shares 1,752 Est. Cost $37.05 Unrealized +37.6%
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $103 Shares 1,728 Est. Cost $59.61 Unrealized
IRM Iron Mountain Inc REIT 0.0%
Value ($000) $102 Shares 2,357 Est. Cost $25.08 Unrealized +50.3%
PSA Public Storage, Inc. 0.0%
Value ($000) $101 Shares 339 Est. Cost $109.31 Unrealized +135.4%
DIA SPDR Dow Jones Ind Avg ETF 0.0%
Value ($000) $101 Shares 300 Est. Cost $286.67 Unrealized
PRF Powershares FTSE RAFI ETF 0.0%
Value ($000) $100 Shares 635 Est. Cost $126.84 Unrealized
STT State Street Corp. 0.0%
Value ($000) $100 Shares 1,184 Est. Cost $73.43 Unrealized +2.3%
AFL A F L A C Inc. 0.0%
Value ($000) $98 Shares 1,881 Est. Cost $45.06 Unrealized +9.7%
SCHO Schwab Short-Term US Treasury ETF 0.0%
Value ($000) $97 Shares 1,889 Est. Cost $51.35 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $97 Shares 1,286 Est. Cost $60.96 Unrealized +17.6%
BK Bank of New York Mellon 0.0%
Value ($000) $97 Shares 1,877 Est. Cost $34.89 Unrealized +31.5%
SCHV Schwab Large Cap Value Indx ETF 0.0%
Value ($000) $94 Shares 1,390 Est. Cost $67.63 Unrealized
SCHE Schwab Emerging Mkt ETF 0.0%
Value ($000) $94 Shares 3,072 Est. Cost $181.52 Unrealized
IYF iShares DJ US Financial ETF 0.0%
Value ($000) $91 Shares 1,108 Est. Cost $25422.74 Unrealized
Westpac Banking ADR 0.0%
Value ($000) $90 Shares 4,875 Est. Cost $50.80 Unrealized
VYM Vanguard High Dividend Yd ETF 0.0%
Value ($000) $90 Shares 872 Est. Cost $77.32 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $90 Shares 2,522 Est. Cost $31.06 Unrealized -27.5%
EXPD Expeditors Int'l of Washington 0.0%
Value ($000) $84 Shares 703 Est. Cost $54.79 Unrealized +116.8%
MA Mastercard Inc 0.0%
Value ($000) $83 Shares 239 Est. Cost $245.03 Unrealized +44.8%
ARKW ARK Next Generation Internet ETF 0.0%
Value ($000) $83 Shares 599 Est. Cost $138.56 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $83 Shares 454 Est. Cost $85.24 Unrealized +90.9%
UDR UDR Inc 0.0%
Value ($000) $81 Shares 1,534 Est. Cost $16.51 Unrealized +174.0%
IWP iShares Russell Midcap Grth ETF 0.0%
Value ($000) $81 Shares 726 Est. Cost $18306.84 Unrealized
Gilat Satellite Networks Ltd 0.0%
Value ($000) $80 Shares 8,852 Est. Cost $9.04 Unrealized
China Automotive Systems Inc 0.0%
Value ($000) $80 Shares 24,527 Est. Cost $3.63 Unrealized
IEMG iShares Core MSCI ETF 0.0%
Value ($000) $80 Shares 1,302 Est. Cost $61.27 Unrealized
VST Vistra Energy Corp 0.0%
Value ($000) $80 Shares 4,695 Est. Cost $16.92 Unrealized 0.0%
VictoryShares Nasdaq Next 50 ETF 0.0%
Value ($000) $80 Shares 2,455 Est. Cost $32.59 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $78 Shares 500 Est. Cost $87.19 Unrealized +79.6%
VGT Vanguard Info Technology ETF 0.0%
Value ($000) $78 Shares 194 Est. Cost $377.70 Unrealized
MMM 3M Company 0.0%
Value ($000) $76 Shares 431 Est. Cost $103.02 Unrealized +33.3%
KMX CarMax Inc 0.0%
Value ($000) $75 Shares 584 Est. Cost $78.21 Unrealized +70.2%
Nuveen Muni Value Fd Inc. 0.0%
Value ($000) $75 Shares 6,640 Est. Cost $10.24 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $74 Shares 5,951 Est. Cost $11.35 Unrealized 0.0%
USB U S Bancorp 0.0%
Value ($000) $74 Shares 1,250 Est. Cost $36.35 Unrealized +28.4%
BAC Bank of America Corp 0.0%
Value ($000) $71 Shares 1,661 Est. Cost $26.37 Unrealized +36.8%
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $71 Shares 211 Est. Cost $196.31 Unrealized +62.4%
NVS Novartis Ag ADR 0.0%
Value ($000) $70 Shares 857 Est. Cost $91.75 Unrealized
COF Capital One Financial 0.0%
Value ($000) $69 Shares 424 Est. Cost $72.80 Unrealized +107.1%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $69 Shares 421 Est. Cost $64.91 Unrealized +149.3%
Ecofin Global Water ESG 0.0%
Value ($000) $68 Shares 1,486 Est. Cost $43.85 Unrealized
IGIB iShares 5-10 Yr Corporate Bond ETF 0.0%
Value ($000) $65 Shares 1,080 Est. Cost $80.43 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $65 Shares 1,456 Est. Cost $36.84 Unrealized +18.6%
UNH Unitedhealth Group Inc. 0.0%
Value ($000) $65 Shares 167 Est. Cost $245.00 Unrealized +57.1%
RSG Republic Services Inc 0.0%
Value ($000) $64 Shares 537 Est. Cost $26.37 Unrealized +328.4%
America Movil L ADR 0.0%
Value ($000) $64 Shares 3,600 Est. Cost $14.92 Unrealized
ECL Ecolab Inc. 0.0%
Value ($000) $62 Shares 298 Est. Cost $155.47 Unrealized +34.1%
ELV Anthem Inc 0.0%
Value ($000) $62 Shares 165 Est. Cost $105.54 Unrealized +238.8%
VOE Vanguard Mid Cap Value ETF 0.0%
Value ($000) $61 Shares 440 Est. Cost $84303.06 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $61 Shares 223 Est. Cost $273.54 Unrealized
ZM Zoom video communications-A 0.0%
Value ($000) $60 Shares 230 Est. Cost $289.13 Unrealized +16.6%
SLYV SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $58 Shares 706 Est. Cost $78.36 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $57 Shares 335 Est. Cost $155.69 Unrealized
Blackrock Inc 0.0%
Value ($000) $57 Shares 68 Est. Cost $405.98 Unrealized
Kansas City Southern 0.0%
Value ($000) $55 Shares 202 Est. Cost $105.26 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $54 Shares 3,731 Est. Cost $16.28 Unrealized
XLY SPDR Consumer Disc Select ETF 0.0%
Value ($000) $54 Shares 302 Est. Cost $81400.11 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $54 Shares 3,045 Est. Cost $16.23 Unrealized 0.0%
CNSWF Constellation Software Inc 0.0%
Value ($000) $51 Shares 31 Est. Cost $1622.67 Unrealized 0.0%
SXI Standex Int'l Corp. 0.0%
Value ($000) $51 Shares 520 Est. Cost $70.06 Unrealized +35.7%
FHLC Fidelity MSCI Health Care ETF 0.0%
Value ($000) $50 Shares 785 Est. Cost $63.69 Unrealized
BALL Ball Corp 0.0%
Value ($000) $49 Shares 549 Est. Cost $65.15 Unrealized +28.5%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $49 Shares 167 Est. Cost $34252.98 Unrealized
DFJ Wisdomtree Japan SmCap Div ETF 0.0%
Value ($000) $48 Shares 620 Est. Cost $55.12 Unrealized
LMT Lockheed Martin 0.0%
Value ($000) $47 Shares 135 Est. Cost $320.77 Unrealized 0.0%
XLU SPDR Utility Select Sec ETF 0.0%
Value ($000) $47 Shares 742 Est. Cost $48569.97 Unrealized
PHO Powershares Global Water Fund ETF 0.0%
Value ($000) $47 Shares 867 Est. Cost $54.21 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $46 Shares 150 Est. Cost $38.22 Unrealized +598.0%
TEVA Teva Pharma Ind ADR 0.0%
Value ($000) $45 Shares 4,606 Est. Cost $3417.88 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $45 Shares 390 Est. Cost $80.87 Unrealized +31.3%
India Fund 0.0%
Value ($000) $43 Shares 1,870 Est. Cost $18.70 Unrealized
Alimentation Couche-Tard Inc 0.0%
Value ($000) $42 Shares 1,089 Est. Cost $38.57 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $41 Shares 337 Est. Cost $84.85 Unrealized +30.2%
SYK Stryker Corp. 0.0%
Value ($000) $40 Shares 150 Est. Cost $101.92 Unrealized +150.4%
EEM iShares MSCI Emerging Market ETF 0.0%
Value ($000) $40 Shares 802 Est. Cost $48.05 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $40 Shares 303 Est. Cost $85.81 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $39 Shares 167 Est. Cost $129.01 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $39 Shares 107 Est. Cost $259.69 Unrealized +29.5%
BYND Beyond Meat Inc 0.0%
Value ($000) $39 Shares 374 Est. Cost $122.32 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $38 Shares 225 Est. Cost $152.75 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $38 Shares 487 Est. Cost $54.71 Unrealized +31.2%
Walgreens Boots Alli 0.0%
Value ($000) $38 Shares 800 Est. Cost $62.50 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $38 Shares 839 Est. Cost $32.36 Unrealized +5.0%
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $37 Shares 133 Est. Cost $187.97 Unrealized
Royce Micro-Cap Trust 0.0%
Value ($000) $36 Shares 3,152 Est. Cost $9.55 Unrealized
VTWO Vangard Russell 2000 ETF 0.0%
Value ($000) $34 Shares 386 Est. Cost $87.14 Unrealized
HPQ HP Inc 0.0%
Value ($000) $34 Shares 1,255 Est. Cost $24.60 Unrealized 0.0%
DEEP Roundhill Acquirers Deep Value ETF 0.0%
Value ($000) $34 Shares 975 Est. Cost $34.47 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $33 Shares 702 Est. Cost $40.57 Unrealized +2.5%
VB Vanguard Small Cap Etf 0.0%
Value ($000) $32 Shares 145 Est. Cost $139.92 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $32 Shares 755 Est. Cost $27.85 Unrealized +48.1%
Core Laboratories N V 0.0%
Value ($000) $32 Shares 1,148 Est. Cost $15.68 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $32 Shares 1,473 Est. Cost $31.81 Unrealized -40.9%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $32 Shares 183 Est. Cost $98.37 Unrealized +71.5%
ES Eversource Energy 0.0%
Value ($000) $31 Shares 379 Est. Cost $72.85 Unrealized 0.0%
SLQD iShares 0-5 Year Invmt Grade Corp Bd ETF 0.0%
Value ($000) $31 Shares 605 Est. Cost $51.24 Unrealized
MS Morgan Stanley Dean Witter 0.0%
Value ($000) $31 Shares 319 Est. Cost $36.79 Unrealized +133.0%
IJK iShares S&P Mid-Cap Grow ETF 0.0%
Value ($000) $31 Shares 396 Est. Cost $86.33 Unrealized
Annaly Capital Mgmt 0.0%
Value ($000) $30 Shares 3,520 Est. Cost $9.94 Unrealized
BP BP plc ADR 0.0%
Value ($000) $29 Shares 1,061 Est. Cost $26.89 Unrealized
IGSB Ishares Tr Sh Tr Corporate ETF 0.0%
Value ($000) $29 Shares 524 Est. Cost $55.36 Unrealized
TNL Travel Leisure Ord 0.0%
Value ($000) $27 Shares 487 Est. Cost $45.80 Unrealized 0.0%
EBAY E Bay Inc. 0.0%
Value ($000) $27 Shares 391 Est. Cost $41.97 Unrealized +57.6%
STZ Constellation Brand Cl Aclass A 0.0%
Value ($000) $26 Shares 123 Est. Cost $150.54 Unrealized +34.7%
NVRI Harsco 0.0%
Value ($000) $26 Shares 1,510 Est. Cost $21.16 Unrealized -12.6%
ACNB ACNB Corporation 0.0%
Value ($000) $26 Shares 938 Est. Cost $16.72 Unrealized +46.1%
ALLE Allegion Public Ltd Co 0.0%
Value ($000) $26 Shares 200 Est. Cost $93.98 Unrealized +39.4%
PYPL Paypal Holdings 0.0%
Value ($000) $25 Shares 95 Est. Cost $208.40 Unrealized +35.8%
FUTY Fidelity MSCI Utilities ETF 0.0%
Value ($000) $25 Shares 613 Est. Cost $40.78 Unrealized
MRSH Marsh & McLennan Co's 0.0%
Value ($000) $25 Shares 163 Est. Cost $69.18 Unrealized +104.7%
EXC Exelon Corp. 0.0%
Value ($000) $24 Shares 489 Est. Cost $16.59 Unrealized +76.6%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $24 Shares 151 Est. Cost $85289.66 Unrealized
MET Metlife Inc. 0.0%
Value ($000) $23 Shares 376 Est. Cost $52.72 Unrealized 0.0%
INTU Intuit 0.0%
Value ($000) $23 Shares 42 Est. Cost $161.96 Unrealized +223.8%
IR Ingersoll Rand Inc 0.0%
Value ($000) $23 Shares 454 Est. Cost $43.08 Unrealized +17.5%
MU Micron Technology 0.0%
Value ($000) $22 Shares 306 Est. Cost $44.03 Unrealized +66.4%
EMN Eastman Chemical Co. 0.0%
Value ($000) $22 Shares 222 Est. Cost $63.70 Unrealized +47.3%
Medallia Inc 0.0%
Value ($000) $22 Shares 657 Est. Cost $33.49 Unrealized
IDXX Idexx Labs Inc. 0.0%
Value ($000) $22 Shares 35 Est. Cost $188.52 Unrealized +256.4%
QCOM Qualcomm Inc. 0.0%
Value ($000) $22 Shares 174 Est. Cost $75.28 Unrealized +71.1%
RSP Rydex S&P 500 Eq Wgt ETF 0.0%
Value ($000) $22 Shares 145 Est. Cost $103.47 Unrealized
HASI Hannon Armstrong Sus REIT 0.0%
Value ($000) $22 Shares 418 Est. Cost $45.13 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $22 Shares 153 Est. Cost $68.96 Unrealized +105.4%
SNY Sanofi Aventis ADR 0.0%
Value ($000) $21 Shares 426 Est. Cost $50.88 Unrealized
Blkrck Muniyield Qlty Fd 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $15.38 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $21 Shares 809 Est. Cost $51.54 Unrealized
ARWR Arrowhead Pharma Inc 0.0%
Value ($000) $20 Shares 320 Est. Cost $6.48 Unrealized +899.0%
AMD Advanced Micro Devices 0.0%
Value ($000) $19 Shares 188 Est. Cost $102.22 Unrealized 0.0%
BX Blackstone Group Lp 0.0%
Value ($000) $19 Shares 164 Est. Cost $100.33 Unrealized 0.0%
EPD Enterprise Products Prtn LP 0.0%
Value ($000) $19 Shares 866 Est. Cost $18.35 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $19 Shares 275 Est. Cost $69.09 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $19 Shares 151 Est. Cost $27.80 Unrealized +106.0%
NVT Nvent Electric Plc Shs 0.0%
Value ($000) $19 Shares 575 Est. Cost $21.87 Unrealized +38.6%
XSOE WisdomTree EmMkts ex-Stt-Ownd EntrprsETF 0.0%
Value ($000) $18 Shares 475 Est. Cost $37.89 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $18 Shares 183 Est. Cost $32.41 Unrealized +206.3%
Glaxo Smithkline ADR 0.0%
Value ($000) $17 Shares 455 Est. Cost $44.38 Unrealized
CDK Global Inc 0.0%
Value ($000) $17 Shares 400 Est. Cost $50.00 Unrealized
CoreSite Realty Corp 0.0%
Value ($000) $17 Shares 125 Est. Cost $136.00 Unrealized
FNLC First Bancorp Inc Me 0.0%
Value ($000) $17 Shares 600 Est. Cost $9.14 Unrealized +150.7%
VIACOMCBS CL 0.0%
Value ($000) $17 Shares 432 Est. Cost $41.67 Unrealized
HPE Hewlett Packard Ente 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $12.18 Unrealized +4.1%
DEO Diageo PLC ADR 0.0%
Value ($000) $16 Shares 83 Est. Cost $175.64 Unrealized
ADI Analog Devices Inc. 0.0%
Value ($000) $16 Shares 97 Est. Cost $100.44 Unrealized +54.6%
PPL PPL Corporation 0.0%
Value ($000) $16 Shares 566 Est. Cost $24.70 Unrealized -0.4%
FISV Fiserv, Inc. 0.0%
Value ($000) $16 Shares 150 Est. Cost $111.73 Unrealized 0.0%
IEV iShares Tr S&P Europe 350 ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $41.34 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $15 Shares 69 Est. Cost $210.43 Unrealized 0.0%
CLX Clorox Company 0.0%
Value ($000) $15 Shares 90 Est. Cost $149.37 Unrealized 0.0%
IP International Paper 0.0%
Value ($000) $15 Shares 275 Est. Cost $45.90 Unrealized 0.0%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $14 Shares 53 Est. Cost $245.17 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $14 Shares 91 Est. Cost $153.85 Unrealized
SFIX Stitch Fix Inc 0.0%
Value ($000) $14 Shares 345 Est. Cost $46.75 Unrealized 0.0%
CF CF Industries Holdings Inc 0.0%
Value ($000) $14 Shares 250 Est. Cost $43.73 Unrealized 0.0%
NSA National Storage Aff REIT 0.0%
Value ($000) $13 Shares 250 Est. Cost $52.00 Unrealized
Amarin Corp Plc New ADR 0.0%
Value ($000) $12 Shares 2,325 Est. Cost $7.36 Unrealized
VNO Vornado Realty Trust Reit 0.0%
Value ($000) $12 Shares 290 Est. Cost $41.38 Unrealized
PIO Invesco Global Water ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $29.12 Unrealized
VSS Vgrd Ftse All Wrld Ex US ETF 0.0%
Value ($000) $11 Shares 79 Est. Cost $45915.82 Unrealized
TRP TransCanada Corp. 0.0%
Value ($000) $11 Shares 220 Est. Cost $33.83 Unrealized +14.2%
Discover Financial Svcs 0.0%
Value ($000) $11 Shares 93 Est. Cost $118.28 Unrealized
Cerner Corp 0.0%
Value ($000) $11 Shares 156 Est. Cost $70.23 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $10 Shares 102 Est. Cost $98.04 Unrealized
BHB Bar Harbor Bankshare 0.0%
Value ($000) $10 Shares 358 Est. Cost $21.13 Unrealized +9.2%
Black Rock Resources Tr 0.0%
Value ($000) $10 Shares 1,163 Est. Cost $6.88 Unrealized
MAIN Main Street Capital Corp 0.0%
Value ($000) $10 Shares 250 Est. Cost $41.59 Unrealized 0.0%
SPLV Powershares S&P Etf 0.0%
Value ($000) $10 Shares 162 Est. Cost $61.73 Unrealized
Lam Research 0.0%
Value ($000) $10 Shares 18 Est. Cost $555.56 Unrealized
FXI iShares Tr China 25 Index ETF 0.0%
Value ($000) $9 Shares 228 Est. Cost $42.28 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $9 Shares 183 Est. Cost $84.40 Unrealized -44.2%
MUSA Murphy USA Inc 0.0%
Value ($000) $9 Shares 55 Est. Cost $128.55 Unrealized +14.7%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $9 Shares 43 Est. Cost $139.53 Unrealized
CDP Corp Office Pptys REIT 0.0%
Value ($000) $9 Shares 343 Est. Cost $29.53 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $9 Shares 40 Est. Cost $141.17 Unrealized +67.0%
IQV Iqvia Hldgs Inc 0.0%
Value ($000) $9 Shares 36 Est. Cost $252.41 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $8 Shares 244 Est. Cost $26.28 Unrealized 0.0%
Nuveen AMT-Free Municipal Income Fund 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $8 Shares 102 Est. Cost $58.72 Unrealized +23.0%
AYRO Inc. 0.0%
Value ($000) $8 Shares 2,269 Est. Cost $3.53 Unrealized
Vector Group Ltd 0.0%
Value ($000) $8 Shares 609 Est. Cost $13.14 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $8 Shares 107 Est. Cost $48.35 Unrealized +31.5%
SU Suncor Energy Inc. 0.0%
Value ($000) $7 Shares 324 Est. Cost $16.13 Unrealized +3.9%
TMUS T-Mobile US Inc 0.0%
Value ($000) $7 Shares 51 Est. Cost $134.56 Unrealized 0.0%
DTE D T E Energy Co. 0.0%
Value ($000) $7 Shares 62 Est. Cost $101.29 Unrealized 0.0%
SGOL Aberdeen Physical Swiss Gold ETF 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.00 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $7 Shares 91 Est. Cost $76.92 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $7 Shares 12 Est. Cost $55.03 Unrealized 0.0%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $7 Shares 45 Est. Cost $68.26 Unrealized 0.0%
MELI MercadoLibre Inc 0.0%
Value ($000) $7 Shares 4 Est. Cost $1732.10 Unrealized 0.0%
IYR iShares Dow J Real Estate ETF 0.0%
Value ($000) $7 Shares 67 Est. Cost $80.00 Unrealized
ASML Asml Hldgs Nv 0.0%
Value ($000) $7 Shares 10 Est. Cost $700.00 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $7 Shares 35 Est. Cost $198.91 Unrealized 0.0%
EL Lauder Estee Co 0.0%
Value ($000) $7 Shares 25 Est. Cost $305.30 Unrealized 0.0%
PFF iShares S&P U S Pfd Stk ETF 0.0%
Value ($000) $6 Shares 153 Est. Cost $39.22 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $6 Shares 51 Est. Cost $78.73 Unrealized +29.0%
SPGI S & P Global Inc 0.0%
Value ($000) $6 Shares 13 Est. Cost $417.79 Unrealized 0.0%
DG Dollar General 0.0%
Value ($000) $6 Shares 27 Est. Cost $210.44 Unrealized 0.0%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $6 Shares 48 Est. Cost $94.74 Unrealized +7.9%
ICE Intercontinental Exchange, Inc. 0.0%
Value ($000) $6 Shares 50 Est. Cost $112.02 Unrealized 0.0%
CSGP CoStar Group Inc 0.0%
Value ($000) $6 Shares 70 Est. Cost $86.44 Unrealized 0.0%
VO Vanguard Mid Cap Etf 0.0%
Value ($000) $6 Shares 27 Est. Cost $185.19 Unrealized
ADBE Adobe Systems Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $629.41 Unrealized 0.0%
EQIX Equinix Inc New 0.0%
Value ($000) $6 Shares 7 Est. Cost $762.13 Unrealized 0.0%
ISRG Intuitive Surgical 0.0%
Value ($000) $5 Shares 5 Est. Cost $335.80 Unrealized 0.0%
ACN Accenture Ltd Cl A F 0.0%
Value ($000) $5 Shares 16 Est. Cost $264.99 Unrealized +15.3%
CCI Crown Castle International Corp 0.0%
Value ($000) $5 Shares 30 Est. Cost $155.91 Unrealized 0.0%
AVB Avalon Bay Communities 0.0%
Value ($000) $5 Shares 21 Est. Cost $192.84 Unrealized 0.0%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $5 Shares 175 Est. Cost $57.83 Unrealized -56.5%
MRNA Moderna Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $173.22 Unrealized +112.9%
DHI D R Horton Co. 0.0%
Value ($000) $5 Shares 58 Est. Cost $88.14 Unrealized 0.0%
TFC Truist Finl Corp Com 0.0%
Value ($000) $5 Shares 78 Est. Cost $45.12 Unrealized 0.0%
FLO Flowers Foods Inc 0.0%
Value ($000) $5 Shares 218 Est. Cost $19.57 Unrealized 0.0%
TTWO Take Two Interactv Sftwr 0.0%
Value ($000) $4 Shares 28 Est. Cost $161.97 Unrealized 0.0%
VCSH Vanguard Corp Bond ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.07 Unrealized
VCIT Vanguard Interm-Temp Corp Bd ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $4 Shares 22 Est. Cost $193.72 Unrealized 0.0%
LNC Lincoln National Corp. 0.0%
Value ($000) $4 Shares 59 Est. Cost $51.70 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $3 Shares 58 Est. Cost $48.88 Unrealized 0.0%
BSX Boston Scientific 0.0%
Value ($000) $3 Shares 69 Est. Cost $44.24 Unrealized 0.0%
ALGN Align Technology Inc 0.0%
Value ($000) $3 Shares 5 Est. Cost $679.09 Unrealized 0.0%
SHOP Shopify Inc 0.0%
Value ($000) $3 Shares 2 Est. Cost $149.84 Unrealized 0.0%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $3 Shares 33 Est. Cost $65.81 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $137.03 Unrealized 0.0%
SHW Sherwin Williams 0.0%
Value ($000) $3 Shares 12 Est. Cost $261.61 Unrealized +7.6%
ADSK Autodesk Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $306.09 Unrealized 0.0%
RAMP LIVERAMP HOLDINGS INC 0.0%
Value ($000) $3 Shares 56 Est. Cost $45.10 Unrealized 0.0%
ALK Alaska Air Group Inc. 0.0%
Value ($000) $3 Shares 44 Est. Cost $57.63 Unrealized 0.0%
GM General Motors 0.0%
Value ($000) $3 Shares 63 Est. Cost $51.28 Unrealized 0.0%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $2 Shares 148 Est. Cost $13.27 Unrealized 0.0%
LEA Lear Corp 0.0%
Value ($000) $2 Shares 15 Est. Cost $146.96 Unrealized 0.0%
PAYX Paychex Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $99.29 Unrealized 0.0%
BABA Alibaba Group Hldg 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
CMS CMS Energy 0.0%
Value ($000) $2 Shares 40 Est. Cost $54.55 Unrealized 0.0%
TSLA Tesla Motors 0.0%
Value ($000) $2 Shares 3 Est. Cost $21.15 Unrealized +1012.9%
MTCH Match Group Ord 0.0%
Value ($000) $2 Shares 12 Est. Cost $148.76 Unrealized 0.0%
PFG Principal Financial Grp 0.0%
Value ($000) $2 Shares 35 Est. Cost $54.80 Unrealized 0.0%
PRU Prudential Financial Inc. 0.0%
Value ($000) $2 Shares 22 Est. Cost $83.42 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.95 Unrealized 0.0%
WSO Watsco Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $280.42 Unrealized 0.0%
AM Antero Midstream Partners LP 0.0%
Value ($000) $2 Shares 202 Est. Cost $7.08 Unrealized 0.0%
AMAT Applied Materials 0.0%
Value ($000) $2 Shares 13 Est. Cost $130.59 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $13.04 Unrealized +58.9%
TOKE Cambria Cannabis ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $1 Shares 3 Est. Cost $236.37 Unrealized 0.0%
CAG Conagra Foods Inc. 0.0%
Value ($000) $1 Shares 15 Est. Cost $27.60 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $617.39 Unrealized 0.0%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $74.35 Unrealized 0.0%
VVV Valvoline Inc 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.03 Unrealized 0.0%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $70.49 Unrealized 0.0%
ADT ADT Corp 0.0%
Value ($000) $1 Shares 104 Est. Cost $8.28 Unrealized 0.0%
DTM DT Midstream, Inc 0.0%
Value ($000) $1 Shares 31 Est. Cost $35.96 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $151.09 Unrealized 0.0%