Sageworth Trust Co Diversified Active

CIK: 0001482688 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $1,098,387 (100.0% shares, 0.0% debt)

Holdings (210)

VXUS VANGUARD STAR FDS 23.7%
Value ($000) $260,623 Shares 4,332,159 Est. Cost $49.56 Unrealized
ACWI ISHARES TR 16.5%
Value ($000) $181,188 Shares 1,997,220 Est. Cost $57.72 Unrealized
VTI VANGUARD INDEX FDS 16.4%
Value ($000) $180,662 Shares 928,187 Est. Cost $129.55 Unrealized
SPY SPDR S&P 500 ETF TR 10.1%
Value ($000) $111,024 Shares 296,952 Est. Cost $177.89 Unrealized
VT VANGUARD INTL EQUITY INDEX F 7.9%
Value ($000) $86,925 Shares 938,922 Est. Cost $73.21 Unrealized
VOO VANGUARD INDEX FDS 3.6%
Value ($000) $39,678 Shares 115,448 Est. Cost $187.37 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 3.4%
Value ($000) $37,363 Shares 306,656 Est. Cost $98.58 Unrealized
VTV VANGUARD INDEX FDS 2.6%
Value ($000) $28,471 Shares 239,332 Est. Cost $117.73 Unrealized
JPMORGAN CHASE & CO 2.4%
Value ($000) $26,224 Shares 1,887,968 Est. Cost $10.81 Unrealized
PSEP INNOVATOR ETFS TR 1.8%
Value ($000) $19,291 Shares 690,956 Est. Cost $26.90 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $11,929 Shares 31,777 Est. Cost $179.91 Unrealized
AMLP ALPS ETF TR 1.0%
Value ($000) $11,128 Shares 433,660 Est. Cost $24.68 Unrealized
ACWV ISHARES INC 0.8%
Value ($000) $8,645 Shares 89,208 Est. Cost $92.88 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $8,059 Shares 155,963 Est. Cost $40.09 Unrealized
ACWX ISHARES TR 0.7%
Value ($000) $7,869 Shares 148,366 Est. Cost $40.58 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $7,383 Shares 101,198 Est. Cost $59.84 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $5,947 Shares 125,966 Est. Cost $37.12 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,827 Shares 153,745 Est. Cost $29.06 Unrealized
ISHARES GOLD TRUST 0.5%
Value ($000) $5,476 Shares 302,036 Est. Cost $12.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,879 Shares 21,044 Est. Cost $205.25 Unrealized +7.3%
IWM ISHARES TR 0.4%
Value ($000) $4,762 Shares 24,289 Est. Cost $121.40 Unrealized
ABBVIE INC 0.4%
Value ($000) $4,368 Shares 40,762 Est. Cost $88.54 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $4,263 Shares 110,704 Est. Cost $34.28 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $4,109 Shares 37,522 Est. Cost $37.70 Unrealized +163.3%
POCT INNOVATOR ETFS TR 0.3%
Value ($000) $3,067 Shares 110,261 Est. Cost $27.82 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $2,468 Shares 17,352 Est. Cost $126.97 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,087 Shares 6 Est. Cost $306852.94 Unrealized +7.8%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,332 Shares 15,681 Est. Cost $85.94 Unrealized
QDF FLEXSHARES TR 0.1%
Value ($000) $1,289 Shares 26,081 Est. Cost $49.42 Unrealized
SPDR INDEX SHS FDS 0.1%
Value ($000) $1,065 Shares 16,675 Est. Cost $46.94 Unrealized
SEM SELECT MED HLDGS CORP 0.1%
Value ($000) $1,006 Shares 36,360 Est. Cost $9.92 Unrealized +21.2%
STBA S & T BANCORP INC 0.1%
Value ($000) $952 Shares 38,336 Est. Cost $34.08 Unrealized -35.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $845 Shares 5,672 Est. Cost $90.35 Unrealized +17.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $781 Shares 2,488 Est. Cost $186.84 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $727 Shares 4,617 Est. Cost $76.87 Unrealized +65.9%
WIDEOPENWEST INC 0.1%
Value ($000) $675 Shares 63,217 Est. Cost $4.76 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $666 Shares 2,995 Est. Cost $138.90 Unrealized +48.3%
AAPL APPLE INC 0.1%
Value ($000) $636 Shares 4,796 Est. Cost $94.62 Unrealized +23.7%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $608 Shares 3,125 Est. Cost $164.41 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $562 Shares 8,811 Est. Cost $74.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $519 Shares 3,678 Est. Cost $89.30 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $462 Shares 36,786 Est. Cost $14.33 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $455 Shares 1,489 Est. Cost $265.79 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $451 Shares 1,073 Est. Cost $414.24 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $441 Shares 6,291 Est. Cost $57.44 Unrealized
TILT FLEXSHARES TR 0.0%
Value ($000) $426 Shares 2,943 Est. Cost $144.75 Unrealized
M & T BANK CORP 0.0%
Value ($000) $389 Shares 3,053 Est. Cost $141.92 Unrealized
CSX CSX CORP 0.0%
Value ($000) $321 Shares 3,534 Est. Cost $21.60 Unrealized +24.1%
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $294 Shares 10,400 Est. Cost $27.05 Unrealized
XCEL ENERGY INC MINN 0.0%
Value ($000) $293 Shares 4,391 Est. Cost $63.54 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $264 Shares 4,462 Est. Cost $52.53 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $253 Shares 2,998 Est. Cost $85.70 Unrealized -24.1%
JPMORGAN CHASE & CO CMN 0.0%
Value ($000) $249 Shares 1,962 Est. Cost $131.74 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $243 Shares 4,439 Est. Cost $40.56 Unrealized +9.1%
IEMG ISHARES INC 0.0%
Value ($000) $214 Shares 3,450 Est. Cost $53.61 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $202 Shares 1,149 Est. Cost $139.27 Unrealized +5.9%
AMZN AMAZON COM INC 0.0%
Value ($000) $202 Shares 62 Est. Cost $124.22 Unrealized +28.5%
DOV DOVER CORP 0.0%
Value ($000) $184 Shares 1,457 Est. Cost $78.16 Unrealized +42.2%
UNP UNION PAC CORP 0.0%
Value ($000) $178 Shares 853 Est. Cost $138.09 Unrealized +28.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $169 Shares 935 Est. Cost $140.23 Unrealized 0.0%
NVIDIA CORP 0.0%
Value ($000) $169 Shares 323 Est. Cost $379.71 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $160 Shares 1,953 Est. Cost $64.99 Unrealized -0.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $160 Shares 714 Est. Cost $206.16 Unrealized -3.1%
WMT WALMART INC 0.0%
Value ($000) $160 Shares 1,108 Est. Cost $30.63 Unrealized +47.7%
ALPHABET INC. CMN CLASS C 0.0%
Value ($000) $159 Shares 91 Est. Cost $1526.23 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $152 Shares 1,000 Est. Cost $25.37 Unrealized +380.2%
HD HOME DEPOT INC 0.0%
Value ($000) $148 Shares 557 Est. Cost $226.36 Unrealized +7.1%
PEP PEPSICO INC 0.0%
Value ($000) $146 Shares 984 Est. Cost $116.70 Unrealized +3.9%
IWD ISHARES TR 0.0%
Value ($000) $143 Shares 1,048 Est. Cost $104.40 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $139 Shares 1,297 Est. Cost $83.05 Unrealized +2.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $139 Shares 847 Est. Cost $93.20 Unrealized +44.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $137 Shares 750 Est. Cost $98.67 Unrealized +56.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $128 Shares 600 Est. Cost $139.21 Unrealized +17.6%
VERIZON COMMUNICATN 0.0%
Value ($000) $128 Shares 2,179 Est. Cost $60.45 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $124 Shares 350 Est. Cost $280.00 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $123 Shares 1,333 Est. Cost $92.27 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $114 Shares 2,291 Est. Cost $44.75 Unrealized -1.6%
AMGN AMGEN INC 0.0%
Value ($000) $108 Shares 469 Est. Cost $193.26 Unrealized +1.6%
IQDF FLEXSHARES TR 0.0%
Value ($000) $107 Shares 4,442 Est. Cost $24.09 Unrealized
NPO ENPRO INDS INC 0.0%
Value ($000) $107 Shares 1,411 Est. Cost $66.47 Unrealized +0.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $106 Shares 495 Est. Cost $185.78 Unrealized +4.0%
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $105 Shares 5,776 Est. Cost $29.55 Unrealized -46.3%
EXC EXELON CORP 0.0%
Value ($000) $105 Shares 2,483 Est. Cost $25.47 Unrealized -3.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $98 Shares 260 Est. Cost $320.65 Unrealized +8.3%
PFE PFIZER INC 0.0%
Value ($000) $95 Shares 2,592 Est. Cost $28.49 Unrealized +0.5%
ALPHABET INC. CLASS A 0.0%
Value ($000) $95 Shares 54 Est. Cost $1646.57 Unrealized
TIFFANY & CO NEW 0.0%
Value ($000) $91 Shares 691 Est. Cost $105.64 Unrealized
VISA INC CLASS A 0.0%
Value ($000) $91 Shares 415 Est. Cost $192.36 Unrealized
TLTD FLEXSHARES TR 0.0%
Value ($000) $91 Shares 1,386 Est. Cost $65.66 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $90 Shares 1,544 Est. Cost $48.18 Unrealized +4.1%
MASTERCARD INC CLASS A 0.0%
Value ($000) $89 Shares 250 Est. Cost $299.72 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $88 Shares 1,971 Est. Cost $45.20 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $86 Shares 619 Est. Cost $117.98 Unrealized +4.4%
NKE NIKE INC 0.0%
Value ($000) $79 Shares 560 Est. Cost $116.69 Unrealized +5.6%
ORACLE CORP 0.0%
Value ($000) $77 Shares 1,185 Est. Cost $64.98 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $75 Shares 309 Est. Cost $190.94 Unrealized
YORW YORK WTR CO 0.0%
Value ($000) $75 Shares 1,600 Est. Cost $29.15 Unrealized +40.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $73 Shares 600 Est. Cost $103.86 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $72 Shares 471 Est. Cost $139.36 Unrealized 0.0%
CONOCOPHILLIPS 0.0%
Value ($000) $71 Shares 1,779 Est. Cost $39.17 Unrealized
EATON CORP PLC F 0.0%
Value ($000) $71 Shares 589 Est. Cost $120.54 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $70 Shares 295 Est. Cost $204.73 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $69 Shares 379 Est. Cost $152.65 Unrealized -9.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $68 Shares 305 Est. Cost $190.44 Unrealized +2.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $66 Shares 972 Est. Cost $54.54 Unrealized +1.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $66 Shares 242 Est. Cost $205.87 Unrealized +20.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $65 Shares 500 Est. Cost $78.00 Unrealized
NEXTERA ENERGY INC 0.0%
Value ($000) $64 Shares 836 Est. Cost $76.56 Unrealized
INTERCONTINENTAL EXC 0.0%
Value ($000) $63 Shares 550 Est. Cost $114.55 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $61 Shares 122 Est. Cost $483.11 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $58 Shares 380 Est. Cost $112.92 Unrealized +10.4%
PPL CORP 0.0%
Value ($000) $58 Shares 2,060 Est. Cost $35.92 Unrealized
GQRE FLEXSHARES TR 0.0%
Value ($000) $55 Shares 950 Est. Cost $57.89 Unrealized
FRAF FRANKLIN FINL SVCS CORP 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $20.86 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $54 Shares 151 Est. Cost $298.39 Unrealized +6.9%
UNUM GROUP 0.0%
Value ($000) $53 Shares 2,289 Est. Cost $23.15 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $50 Shares 126 Est. Cost $158.40 Unrealized +121.6%
NOVARTIS AG-ADR SPONSORED ADR 0.0%
Value ($000) $50 Shares 525 Est. Cost $95.24 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $50 Shares 534 Est. Cost $70.42 Unrealized +9.3%
AT&T INC. CMN 0.0%
Value ($000) $50 Shares 1,724 Est. Cost $36.20 Unrealized
MEDTRONIC PLC F 0.0%
Value ($000) $47 Shares 398 Est. Cost $114.15 Unrealized
BP BP PLC 0.0%
Value ($000) $45 Shares 2,192 Est. Cost $25.06 Unrealized
LHC GROUP INC 0.0%
Value ($000) $44 Shares 208 Est. Cost $110.77 Unrealized
BLACKROCK INC 0.0%
Value ($000) $42 Shares 58 Est. Cost $724.14 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $41 Shares 889 Est. Cost $33.86 Unrealized 0.0%
FNCB BANCORP INC 0.0%
Value ($000) $40 Shares 6,230 Est. Cost $8.51 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $40 Shares 680 Est. Cost $58.82 Unrealized
ALTERYX INC 0.0%
Value ($000) $39 Shares 317 Est. Cost $85.17 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $39 Shares 480 Est. Cost $66.82 Unrealized 0.0%
FEDEX CORP 0.0%
Value ($000) $39 Shares 150 Est. Cost $141.94 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $38 Shares 1,155 Est. Cost $32.90 Unrealized
ZENDESK, INC. CMN 0.0%
Value ($000) $38 Shares 264 Est. Cost $75.76 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $38 Shares 87 Est. Cost $34.82 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $35 Shares 139 Est. Cost $131.38 Unrealized +81.3%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $35 Shares 218 Est. Cost $127.80 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $34 Shares 1,945 Est. Cost $20.47 Unrealized -36.9%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $34 Shares 120 Est. Cost $208.84 Unrealized +23.4%
TRUIST FINL CORP 0.0%
Value ($000) $34 Shares 713 Est. Cost $47.69 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $33 Shares 194 Est. Cost $132.83 Unrealized +6.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $32 Shares 448 Est. Cost $55.25 Unrealized +5.8%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $29 Shares 956 Est. Cost $21.69 Unrealized +9.1%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $29 Shares 2,700 Est. Cost $15.63 Unrealized -35.5%
FACEBOOK INC CLASS A 0.0%
Value ($000) $27 Shares 100 Est. Cost $212.70 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $27 Shares 150 Est. Cost $125.20 Unrealized
QTS RLTY TR INC 0.0%
Value ($000) $27 Shares 438 Est. Cost $45.66 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $26 Shares 218 Est. Cost $105.23 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $26 Shares 114 Est. Cost $179.64 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $24 Shares 262 Est. Cost $75.11 Unrealized
W E C ENERGY GROUP INC 0.0%
Value ($000) $24 Shares 266 Est. Cost $90.23 Unrealized
COMCAST CORP CLASS A 0.0%
Value ($000) $24 Shares 449 Est. Cost $51.98 Unrealized
SALESFORCE COM 0.0%
Value ($000) $24 Shares 110 Est. Cost $192.58 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $24 Shares 186 Est. Cost $54.48 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 375 Est. Cost $44.87 Unrealized -5.6%
PROLOGIS INC. REIT 0.0%
Value ($000) $21 Shares 215 Est. Cost $97.67 Unrealized
FORTIVE CORP DISC 0.0%
Value ($000) $21 Shares 290 Est. Cost $72.35 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $189.15 Unrealized +18.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $20 Shares 97 Est. Cost $181.01 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $20 Shares 557 Est. Cost $22.39 Unrealized +29.0%
SO SOUTHERN CO 0.0%
Value ($000) $20 Shares 325 Est. Cost $43.54 Unrealized +13.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $19 Shares 515 Est. Cost $28.03 Unrealized +20.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $19 Shares 235 Est. Cost $71.03 Unrealized 0.0%
HILL ROM HLDGS INC 0.0%
Value ($000) $19 Shares 190 Est. Cost $107.02 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 115 Est. Cost $104.35 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $18 Shares 270 Est. Cost $49.98 Unrealized +13.0%
TGT TARGET CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $144.87 Unrealized 0.0%
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $79.96 Unrealized -17.6%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $18 Shares 5,992 Est. Cost $4.13 Unrealized
CDW CORP 0.0%
Value ($000) $16 Shares 125 Est. Cost $128.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $16 Shares 275 Est. Cost $46.60 Unrealized +9.1%
XYLEM INC. 0.0%
Value ($000) $15 Shares 150 Est. Cost $78.18 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $15 Shares 178 Est. Cost $62.26 Unrealized +15.6%
EWI ISHARES INC 0.0%
Value ($000) $14 Shares 469 Est. Cost $23.45 Unrealized
METLIFE INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $51.74 Unrealized
CHARTER COMMUNICATN CLASS A 0.0%
Value ($000) $12 Shares 18 Est. Cost $444.44 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 178 Est. Cost $45.59 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $11 Shares 175 Est. Cost $45.50 Unrealized +9.9%
KEY KEYCORP 0.0%
Value ($000) $11 Shares 700 Est. Cost $9.39 Unrealized +21.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $10 Shares 90 Est. Cost $93.44 Unrealized +5.1%
GOLDMAN SACHS GROUP 0.0%
Value ($000) $9 Shares 35 Est. Cost $228.57 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 129 Est. Cost $49.06 Unrealized -2.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.94 Unrealized -8.2%
ALC ALCON INC F 0.0%
Value ($000) $7 Shares 105 Est. Cost $61.67 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 100 Est. Cost $39.17 Unrealized +24.6%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 318 Est. Cost $13.33 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $5 Shares 426 Est. Cost $9.76 Unrealized 0.0%
EVERSOURCE ENERGY 0.0%
Value ($000) $5 Shares 59 Est. Cost $84.75 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $209.73 Unrealized +2.3%
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $56.57 Unrealized -2.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $4 Shares 57 Est. Cost $60.07 Unrealized 0.0%
WELLTOWER INC REIT 0.0%
Value ($000) $4 Shares 60 Est. Cost $83.33 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 115 Est. Cost $31.19 Unrealized 0.0%
VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
ZIMMER BIOMET HOLDI 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
DUPONT DE NEMOURS INC CMN 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $313.25 Unrealized -10.3%
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 156 Est. Cost $12.82 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.47 Unrealized +38.0%
VODAFONE GROUP PLC ADR CMN 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.69 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 243 Est. Cost $4.12 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
DOW DOW INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $35.27 Unrealized +10.7%
FOX CORP CLASS A 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $155.87 Unrealized -16.2%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.48 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.69 Unrealized +56.1%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $1 Shares 92 Est. Cost $13.17 Unrealized +2.7%
SNX SYNNEX CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.40 Unrealized +24.7%
CINCINNATI BELL INC NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost $13.28 Unrealized +16.1%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized