Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 12, 2023

Total Value ($000): $225,595 (100.0% shares, 0.0% debt)

Holdings (375)

AAPL APPLE INC COM 6.9%
Value ($000) $15,645 Shares 87,015 Est. Cost $96.39 Unrealized +88.1%
UNILEVER PLC SPON ADR NEW 3.8%
Value ($000) $8,542 Shares 176,697 Est. Cost $56.49 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 3.6%
Value ($000) $8,168 Shares 533,157 Est. Cost $14.25 Unrealized
GSK GSK PLC SPONSORED ADR 3.5%
Value ($000) $7,803 Shares 207,739 Est. Cost $30.05 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 3.3%
Value ($000) $7,361 Shares 760,428 Est. Cost $15.11 Unrealized
SFM SPROUTS FMRS MKT INC COM 3.1%
Value ($000) $6,917 Shares 159,049 Est. Cost $22.17 Unrealized +76.9%
TU TELUS CORPORATION COM 2.6%
Value ($000) $5,786 Shares 342,961 Est. Cost $18.41 Unrealized -4.3%
PHYSICIANS RLTY TR COM 2.5%
Value ($000) $5,672 Shares 479,831 Est. Cost $16.35 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 2.2%
Value ($000) $5,062 Shares 343,666 Est. Cost $20.13 Unrealized -14.1%
OGN ORGANON & CO COMMON STOCK 2.2%
Value ($000) $4,933 Shares 286,450 Est. Cost $22.55 Unrealized -17.8%
HTO SJW GROUP COM 2.2%
Value ($000) $4,864 Shares 79,237 Est. Cost $65.04 Unrealized +3.1%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.1%
Value ($000) $4,819 Shares 208,447 Est. Cost $31.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 2.1%
Value ($000) $4,811 Shares 265,202 Est. Cost $23.06 Unrealized -23.4%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $4,580 Shares 13,777 Est. Cost $44.98 Unrealized +621.6%
NVO NOVO-NORDISK A S ADR 1.8%
Value ($000) $4,029 Shares 40,762 Est. Cost $76.27 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 1.7%
Value ($000) $3,821 Shares 227,308 Est. Cost $18.87 Unrealized +9.8%
ADP AUTOMATIC DATA PROCESSING INC COM 1.7%
Value ($000) $3,811 Shares 15,279 Est. Cost $52.76 Unrealized +338.1%
AMRC AMERESCO INC CL A 1.6%
Value ($000) $3,704 Shares 104,349 Est. Cost $37.67 Unrealized +28.3%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $3,674 Shares 23,523 Est. Cost $74.45 Unrealized +105.9%
CSCO CISCO SYS INC COM 1.6%
Value ($000) $3,630 Shares 67,644 Est. Cost $27.19 Unrealized +85.0%
HR HEALTHCARE RLTY TR CL A COM 1.6%
Value ($000) $3,619 Shares 240,115 Est. Cost $18.42 Unrealized
STAG STAG INDL INC COM 1.6%
Value ($000) $3,598 Shares 101,848 Est. Cost $31.93 Unrealized
NOK NOKIA CORP SPONSORED ADR 1.5%
Value ($000) $3,337 Shares 934,735 Est. Cost $4.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $3,211 Shares 22,418 Est. Cost $108.13 Unrealized +21.8%
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $2,890 Shares 20,212 Est. Cost $72.16 Unrealized +99.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.2%
Value ($000) $2,745 Shares 20,429 Est. Cost $115.64 Unrealized +13.6%
UTMD UTAH MED PRODS INC COM 1.2%
Value ($000) $2,685 Shares 31,263 Est. Cost $76.22 Unrealized +21.1%
GIS GENERAL MLS INC COM 1.1%
Value ($000) $2,416 Shares 38,512 Est. Cost $34.84 Unrealized +85.3%
AMAL AMALGAMATED FINANCIAL CORP COM 1.1%
Value ($000) $2,407 Shares 140,504 Est. Cost $15.25 Unrealized +13.3%
LLY ELI LILLY & CO COM 1.0%
Value ($000) $2,318 Shares 3,830 Est. Cost $130.98 Unrealized +286.9%
CAC CAMDEN NATL CORP COM 1.0%
Value ($000) $2,158 Shares 76,514 Est. Cost $26.18 Unrealized +10.0%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,118 Shares 7,469 Est. Cost $97.40 Unrealized +138.0%
ITW ILLINOIS TOOL WKS INC COM 0.9%
Value ($000) $2,039 Shares 8,617 Est. Cost $67.66 Unrealized +240.0%
MKC MCCORMICK & CO INC COM NON VTG 0.9%
Value ($000) $2,012 Shares 32,443 Est. Cost $56.24 Unrealized +39.8%
INTU INTUIT COM 0.9%
Value ($000) $2,011 Shares 3,713 Est. Cost $73.54 Unrealized +578.3%
EXPD EXPEDITORS INTL WASH INC COM 0.9%
Value ($000) $1,947 Shares 16,645 Est. Cost $34.81 Unrealized +231.5%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,916 Shares 11,785 Est. Cost $98.43 Unrealized +69.8%
DGX QUEST DIAGNOSTICS INC COM 0.8%
Value ($000) $1,881 Shares 15,326 Est. Cost $87.45 Unrealized +45.5%
CL COLGATE PALMOLIVE CO COM 0.8%
Value ($000) $1,851 Shares 26,875 Est. Cost $55.63 Unrealized +27.4%
BDX BECTON DICKINSON & CO COM 0.8%
Value ($000) $1,782 Shares 6,818 Est. Cost $79.22 Unrealized +226.0%
FSLR FIRST SOLAR INC COM 0.8%
Value ($000) $1,751 Shares 11,557 Est. Cost $63.81 Unrealized +192.4%
HIFS HINGHAM INSTN SVGS MASS COM 0.7%
Value ($000) $1,677 Shares 9,235 Est. Cost $138.73 Unrealized +43.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.7%
Value ($000) $1,481 Shares 3,006 Est. Cost $101.31 Unrealized +422.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.6%
Value ($000) $1,458 Shares 11,932 Est. Cost $38.80 Unrealized +242.2%
GOOGL ALPHABET CLASS A 0.6%
Value ($000) $1,410 Shares 10,035 Est. Cost $106.95 Unrealized +20.0%
GRNB VANECK GREEN BOND ETF 0.6%
Value ($000) $1,374 Shares 60,769 Est. Cost $26.94 Unrealized
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $1,321 Shares 5,078 Est. Cost $75.47 Unrealized +271.0%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,284 Shares 12,407 Est. Cost $50.41 Unrealized +98.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,279 Shares 3,670 Est. Cost $218.73 Unrealized +62.2%
HD HOME DEPOT INC 0.6%
Value ($000) $1,250 Shares 4,195 Est. Cost $145.43 Unrealized +108.3%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,074 Shares 2,050 Est. Cost $434.48 Unrealized +8.2%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.5%
Value ($000) $1,019 Shares 21,300 Est. Cost $48.49 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $1,004 Shares 2,300 Est. Cost $267.99 Unrealized
KAI KADANT INC COM 0.4%
Value ($000) $887 Shares 3,825 Est. Cost $40.14 Unrealized +433.5%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $833 Shares 1,780 Est. Cost $16.91 Unrealized +164.8%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $806 Shares 24,781 Est. Cost $38.97 Unrealized -16.6%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $792 Shares 5,589 Est. Cost $113.70 Unrealized +13.5%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $763 Shares 14,521 Est. Cost $41.50 Unrealized +27.6%
HUBB HUBBELL INC COM 0.3%
Value ($000) $709 Shares 2,283 Est. Cost $85.69 Unrealized +259.9%
ABBV ABBVIE INC COM 0.3%
Value ($000) $704 Shares 4,716 Est. Cost $86.03 Unrealized +57.3%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $657 Shares 5,730 Est. Cost $70.70 Unrealized +83.6%
HLIO HELIOS TECHNOLOGIES INC COM 0.3%
Value ($000) $647 Shares 11,644 Est. Cost $46.71 Unrealized +27.2%
CWT CALIFORNIA WTR SVC GROUP COM 0.3%
Value ($000) $630 Shares 12,885 Est. Cost $16.53 Unrealized +187.3%
ABT ABBOTT LABS COM 0.3%
Value ($000) $623 Shares 6,727 Est. Cost $90.01 Unrealized +11.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $621 Shares 5,830 Est. Cost $66.70 Unrealized +51.4%
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $600 Shares 27,200 Est. Cost $22.91 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $567 Shares 2,777 Est. Cost $10.91 Unrealized +280.8%
MAA MID-AMER APT CMNTYS INC COM 0.2%
Value ($000) $551 Shares 4,108 Est. Cost $71.31 Unrealized +84.2%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $532 Shares 10,240 Est. Cost $16.64 Unrealized +251.3%
AFL AFLAC INC COM 0.2%
Value ($000) $531 Shares 6,657 Est. Cost $43.70 Unrealized +61.4%
MSEX MIDDLESEX WTR CO COM 0.2%
Value ($000) $524 Shares 7,785 Est. Cost $24.80 Unrealized +210.5%
PFE PFIZER INC COM 0.2%
Value ($000) $518 Shares 15,633 Est. Cost $23.10 Unrealized +32.4%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $512 Shares 14,950 Est. Cost $47.18 Unrealized -17.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $504 Shares 550 Est. Cost $25.36 Unrealized +147.4%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $502 Shares 4,427 Est. Cost $68.24 Unrealized +72.7%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $493 Shares 3,133 Est. Cost $48.62 Unrealized +226.8%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $488 Shares 9,110 Est. Cost $65.35 Unrealized -1.4%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $481 Shares 1,203 Est. Cost $373.74 Unrealized +6.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $475 Shares 3,132 Est. Cost $92.51 Unrealized +71.8%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $461 Shares 3,883 Est. Cost $66.68 Unrealized +68.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $454 Shares 5,349 Est. Cost $71.00 Unrealized +17.5%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $454 Shares 1,222 Est. Cost $270.33 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.2%
Value ($000) $443 Shares 42,472 Est. Cost $28.82 Unrealized -59.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $401 Shares 5,900 Est. Cost $44.88 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $383 Shares 4,330 Est. Cost $113.67 Unrealized
PLD PROLOGIS INC. COM 0.2%
Value ($000) $375 Shares 3,336 Est. Cost $73.85 Unrealized +53.0%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $353 Shares 3,113 Est. Cost $64.87 Unrealized +36.7%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $345 Shares 7,895 Est. Cost $53.94 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $342 Shares 1,362 Est. Cost $217.88 Unrealized +23.7%
INTC INTEL CORP COM 0.1%
Value ($000) $337 Shares 9,129 Est. Cost $40.15 Unrealized -14.8%
KO COCA COLA CO COM 0.1%
Value ($000) $335 Shares 6,243 Est. Cost $37.54 Unrealized +48.5%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $333 Shares 2,267 Est. Cost $63.38 Unrealized +128.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $329 Shares 5,135 Est. Cost $28.18 Unrealized +137.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $323 Shares 1,591 Est. Cost $95.88 Unrealized +124.2%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $320 Shares 10,171 Est. Cost $29.34 Unrealized -1.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $320 Shares 565 Est. Cost $249.80 Unrealized +113.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $313 Shares 2,354 Est. Cost $92.41 Unrealized +60.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $307 Shares 1,466 Est. Cost $164.56 Unrealized +25.3%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $304 Shares 2,078 Est. Cost $103.72 Unrealized +37.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $303 Shares 6,859 Est. Cost $37.81 Unrealized +9.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $301 Shares 1,088 Est. Cost $231.36 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $293 Shares 2,686 Est. Cost $90.16 Unrealized +29.1%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $289 Shares 983 Est. Cost $199.27 Unrealized +36.9%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $287 Shares 1,596 Est. Cost $132.14 Unrealized +38.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $280 Shares 962 Est. Cost $255.16 Unrealized +7.7%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $269 Shares 1,260 Est. Cost $187.77 Unrealized +2.5%
MMM 3M CO COM 0.1%
Value ($000) $262 Shares 2,900 Est. Cost $102.74 Unrealized -22.6%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $260 Shares 1,975 Est. Cost $123.55 Unrealized +8.5%
WMT WALMART INC COM 0.1%
Value ($000) $249 Shares 1,575 Est. Cost $44.53 Unrealized +16.4%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $238 Shares 215 Est. Cost $752.79 Unrealized +62.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $237 Shares 4,180 Est. Cost $45.07 Unrealized +20.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $220 Shares 2,510 Est. Cost $54.44 Unrealized +71.1%
HSY HERSHEY CO COM 0.1%
Value ($000) $217 Shares 1,133 Est. Cost $96.93 Unrealized +115.3%
WAB WABTEC COM 0.1%
Value ($000) $207 Shares 1,956 Est. Cost $79.30 Unrealized +38.7%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $195 Shares 2,300 Est. Cost $39.44 Unrealized +6.8%
ANSYS INC COM 0.1%
Value ($000) $192 Shares 630 Est. Cost $206.11 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $186 Shares 3,920 Est. Cost $47.51 Unrealized -1.8%
FDX FEDEX CORP COM 0.1%
Value ($000) $185 Shares 725 Est. Cost $152.68 Unrealized +61.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $184 Shares 1,176 Est. Cost $140.28 Unrealized +11.2%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $182 Shares 3,000 Est. Cost $34.67 Unrealized +62.5%
MCK MCKESSON CORP COM 0.1%
Value ($000) $181 Shares 397 Est. Cost $188.10 Unrealized +121.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $180 Shares 1,052 Est. Cost $144.17 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $178 Shares 670 Est. Cost $97.66 Unrealized +183.0%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $172 Shares 859 Est. Cost $172.24 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $170 Shares 1,552 Est. Cost $77.81 Unrealized +44.9%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $170 Shares 808 Est. Cost $237.60 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $163 Shares 500 Est. Cost $295.49 Unrealized +13.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $161 Shares 926 Est. Cost $165.49 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $159 Shares 1,021 Est. Cost $79.90 Unrealized +89.8%
T AT&T INC COM 0.1%
Value ($000) $157 Shares 10,654 Est. Cost $13.63 Unrealized -4.9%
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $157 Shares 7,850 Est. Cost $23.29 Unrealized -22.7%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $155 Shares 715 Est. Cost $143.10 Unrealized +53.9%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $154 Shares 1,570 Est. Cost $108.18 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $154 Shares 2,145 Est. Cost $62.85 Unrealized +2.7%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $152 Shares 835 Est. Cost $105.69 Unrealized +53.5%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $151 Shares 1,094 Est. Cost $119.84 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value ($000) $150 Shares 4,896 Est. Cost $30.53 Unrealized +0.3%
CDE COEUR MNG INC COM NEW 0.1%
Value ($000) $146 Shares 62,500 Est. Cost $2.82 Unrealized -7.6%
CME CME GROUP INC COM 0.1%
Value ($000) $145 Shares 666 Est. Cost $159.61 Unrealized +12.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $143 Shares 504 Est. Cost $250.46 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $142 Shares 1,436 Est. Cost $53.06 Unrealized +85.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $140 Shares 1,727 Est. Cost $71.51 Unrealized +10.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $139 Shares 1,849 Est. Cost $76.80 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $136 Shares 843 Est. Cost $102.29 Unrealized +42.5%
PPG PPG INDS INC COM 0.1%
Value ($000) $131 Shares 985 Est. Cost $146.87 Unrealized -9.4%
TNC TENNANT CO COM 0.1%
Value ($000) $129 Shares 1,666 Est. Cost $76.69 Unrealized +0.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $128 Shares 1,749 Est. Cost $76.96 Unrealized +5.6%
MSCI MSCI INC COM 0.1%
Value ($000) $128 Shares 245 Est. Cost $511.54 Unrealized -0.1%
V VISA INC COM CL A 0.1%
Value ($000) $128 Shares 542 Est. Cost $226.14 Unrealized +4.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $127 Shares 2,259 Est. Cost $42.99 Unrealized +24.3%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $127 Shares 4,470 Est. Cost $33.07 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $125 Shares 1,270 Est. Cost $100.24 Unrealized -1.5%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $123 Shares 6,090 Est. Cost $18.96 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $122 Shares 1,022 Est. Cost $113.28 Unrealized +3.9%
KMX CARMAX INC COM 0.1%
Value ($000) $122 Shares 1,765 Est. Cost $78.21 Unrealized +4.7%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $122 Shares 1,470 Est. Cost $80.62 Unrealized -1.1%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $121 Shares 8,066 Est. Cost $32.15 Unrealized -32.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $120 Shares 1,234 Est. Cost $87.71 Unrealized +3.9%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $116 Shares 455 Est. Cost $263.49 Unrealized -0.5%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $115 Shares 1,515 Est. Cost $57.12 Unrealized +42.9%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $115 Shares 650 Est. Cost $159.02 Unrealized +11.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $111 Shares 550 Est. Cost $250.29 Unrealized -18.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $110 Shares 300 Est. Cost $211.95 Unrealized +65.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $108 Shares 1,040 Est. Cost $117.97 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $108 Shares 10,971 Est. Cost $14.66 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $106 Shares 451 Est. Cost $175.03 Unrealized +25.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $106 Shares 650 Est. Cost $141.30 Unrealized +13.1%
GLW CORNING INC COM 0.0%
Value ($000) $96 Shares 3,300 Est. Cost $31.16 Unrealized -1.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $96 Shares 5,350 Est. Cost $13.34 Unrealized +19.4%
WEX WEX INC COM 0.0%
Value ($000) $95 Shares 500 Est. Cost $182.16 Unrealized +6.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $95 Shares 461 Est. Cost $220.80 Unrealized -3.3%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $95 Shares 3,945 Est. Cost $42.59 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $94 Shares 500 Est. Cost $180.98 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $94 Shares 504 Est. Cost $194.12 Unrealized -10.8%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $92 Shares 6,653 Est. Cost $18.34 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $91.54 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $90 Shares 4,000 Est. Cost $66.35 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $90 Shares 633 Est. Cost $150.56 Unrealized -6.8%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $88 Shares 965 Est. Cost $90.92 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $88 Shares 500 Est. Cost $228.97 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $86 Shares 3,456 Est. Cost $33.37 Unrealized -26.6%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $86 Shares 3,593 Est. Cost $42.86 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $86 Shares 3,200 Est. Cost $27.18 Unrealized +2.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $84 Shares 778 Est. Cost $111.22 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $84 Shares 6,428 Est. Cost $17.20 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $80 Shares 680 Est. Cost $108.09 Unrealized +16.2%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $80 Shares 800 Est. Cost $100.56 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $56.54 Unrealized -2.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $40.04 Unrealized +1.6%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $78 Shares 2,460 Est. Cost $41.15 Unrealized -7.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $77 Shares 153 Est. Cost $429.90 Unrealized +12.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $76 Shares 381 Est. Cost $136.81 Unrealized +41.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $75 Shares 800 Est. Cost $113.12 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $74 Shares 1,097 Est. Cost $71.38 Unrealized +1.5%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $40.47 Unrealized +8.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $72 Shares 300 Est. Cost $217.42 Unrealized +14.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $71 Shares 1,200 Est. Cost $63.33 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $71 Shares 300 Est. Cost $246.67 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $70 Shares 300 Est. Cost $193.71 Unrealized +18.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $70 Shares 2,095 Est. Cost $44.86 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $69 Shares 150 Est. Cost $337.31 Unrealized +23.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $68 Shares 261 Est. Cost $78.81 Unrealized +50.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $67 Shares 245 Est. Cost $206.51 Unrealized +26.6%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $66 Shares 3,500 Est. Cost $29.76 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $49.62 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $64 Shares 300 Est. Cost $189.24 Unrealized +2.1%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $63 Shares 1,768 Est. Cost $56.16 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $63 Shares 7,380 Est. Cost $6.10 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $61 Shares 250 Est. Cost $177.79 Unrealized +30.6%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $61 Shares 85 Est. Cost $419.26 Unrealized +69.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $57 Shares 551 Est. Cost $139.69 Unrealized -28.2%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $57 Shares 400 Est. Cost $142.70 Unrealized
ELME ELME COMMUNITIES SH BEN INT 0.0%
Value ($000) $57 Shares 3,960 Est. Cost $23.70 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $56 Shares 610 Est. Cost $100.04 Unrealized -7.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $56 Shares 755 Est. Cost $101.52 Unrealized -25.7%
XYL XYLEM INC COM 0.0%
Value ($000) $55 Shares 600 Est. Cost $101.78 Unrealized -1.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $55 Shares 3,200 Est. Cost $13.58 Unrealized +18.4%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $55 Shares 500 Est. Cost $101.55 Unrealized +7.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $55 Shares 530 Est. Cost $116.81 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $53 Shares 507 Est. Cost $153.43 Unrealized -19.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $53 Shares 810 Est. Cost $126.29 Unrealized -45.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $53 Shares 1,225 Est. Cost $58.95 Unrealized -27.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $51 Shares 884 Est. Cost $152.13 Unrealized -57.3%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $51 Shares 1,022 Est. Cost $50.14 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $50 Shares 254 Est. Cost $236.22 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $50 Shares 1,080 Est. Cost $66.52 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $50 Shares 469 Est. Cost $115.08 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $49 Shares 133 Est. Cost $369.84 Unrealized +4.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $49 Shares 443 Est. Cost $122.93 Unrealized -10.5%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $47 Shares 4,000 Est. Cost $6.61 Unrealized +79.9%
WOLFSPEED INC COM 0.0%
Value ($000) $47 Shares 1,400 Est. Cost $81.11 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $47 Shares 216 Est. Cost $145.38 Unrealized +44.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $47 Shares 659 Est. Cost $54.06 Unrealized +31.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $46 Shares 141 Est. Cost $248.02 Unrealized +33.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $46 Shares 100 Est. Cost $490.00 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $45 Shares 75 Est. Cost $684.44 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $45 Shares 82 Est. Cost $500.58 Unrealized +4.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $44 Shares 400 Est. Cost $110.22 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $43 Shares 797 Est. Cost $53.18 Unrealized -3.6%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $43 Shares 400 Est. Cost $108.70 Unrealized +23.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $42 Shares 900 Est. Cost $27.81 Unrealized +64.3%
CTAS CINTAS CORP COM 0.0%
Value ($000) $41 Shares 80 Est. Cost $84.94 Unrealized +43.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $41 Shares 100 Est. Cost $291.08 Unrealized +34.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $40 Shares 566 Est. Cost $75.97 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $39 Shares 696 Est. Cost $23.29 Unrealized +15.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $39 Shares 315 Est. Cost $159.71 Unrealized -27.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $38 Shares 406 Est. Cost $96.99 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $37 Shares 2,216 Est. Cost $18.05 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $37 Shares 750 Est. Cost $36.85 Unrealized +29.2%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $15.42 Unrealized +46.7%
CSX CSX CORP COM 0.0%
Value ($000) $36 Shares 1,129 Est. Cost $30.82 Unrealized -0.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $35 Shares 833 Est. Cost $44.59 Unrealized -6.2%
INARI MED INC COM 0.0%
Value ($000) $34 Shares 568 Est. Cost $93.31 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $33 Shares 513 Est. Cost $55.04 Unrealized +12.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $33 Shares 76 Est. Cost $400.41 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $33 Shares 2,091 Est. Cost $16.89 Unrealized -12.2%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $32 Shares 320 Est. Cost $144.30 Unrealized -29.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $32 Shares 37 Est. Cost $47.10 Unrealized +78.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $30 Shares 108 Est. Cost $288.23 Unrealized +8.4%
WLY WILEY JOHN & SONS INC CL A 0.0%
Value ($000) $30 Shares 973 Est. Cost $35.44 Unrealized -8.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $27 Shares 456 Est. Cost $60.16 Unrealized +3.6%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $27.92 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $26 Shares 1,458 Est. Cost $28.34 Unrealized -40.5%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $26 Shares 375 Est. Cost $66.85 Unrealized +13.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $25 Shares 120 Est. Cost $158.63 Unrealized +24.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $25 Shares 400 Est. Cost $55.60 Unrealized +20.9%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $25 Shares 859 Est. Cost $29.59 Unrealized 0.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $169.01 Unrealized -15.9%
BX BLACKSTONE INC COM 0.0%
Value ($000) $25 Shares 234 Est. Cost $76.25 Unrealized +27.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $24 Shares 85 Est. Cost $278.05 Unrealized -0.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $23 Shares 114 Est. Cost $233.08 Unrealized -6.8%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $23 Shares 760 Est. Cost $39.71 Unrealized -26.9%
TWLO TWILIO INC CL A 0.0%
Value ($000) $23 Shares 400 Est. Cost $103.42 Unrealized -39.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $22 Shares 799 Est. Cost $27.37 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $22 Shares 34 Est. Cost $708.62 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $22 Shares 83 Est. Cost $259.14 Unrealized -0.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $22 Shares 242 Est. Cost $64.33 Unrealized +32.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $22 Shares 69 Est. Cost $295.12 Unrealized +3.1%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $21 Shares 1,925 Est. Cost $17.84 Unrealized -35.5%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 450 Est. Cost $78.38 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $20 Shares 60 Est. Cost $179.63 Unrealized +66.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 252 Est. Cost $146.83 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $19 Shares 439 Est. Cost $36.45 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $18 Shares 105 Est. Cost $147.67 Unrealized +19.8%
DE DEERE & CO COM 0.0%
Value ($000) $18 Shares 47 Est. Cost $330.84 Unrealized +20.3%
DASH DOORDASH INC CL A 0.0%
Value ($000) $18 Shares 225 Est. Cost $79.42 Unrealized +2.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $18 Shares 86 Est. Cost $152.32 Unrealized +28.5%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $18 Shares 890 Est. Cost $43.21 Unrealized
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $18 Shares 2,100 Est. Cost $9.70 Unrealized +9.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $18 Shares 39 Est. Cost $432.66 Unrealized +0.9%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $18 Shares 237 Est. Cost $74.47 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $17 Shares 40 Est. Cost $338.54 Unrealized +22.6%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $17 Shares 110 Est. Cost $109.84 Unrealized +38.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $53.77 Unrealized +18.6%
AON AON PLC SHS CL A 0.0%
Value ($000) $17 Shares 51 Est. Cost $236.31 Unrealized +37.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $16 Shares 82 Est. Cost $174.20 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $16 Shares 85 Est. Cost $135.86 Unrealized +35.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $16 Shares 300 Est. Cost $42.70 Unrealized +41.9%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $16 Shares 374 Est. Cost $41.14 Unrealized -0.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $16 Shares 400 Est. Cost $41.93 Unrealized -8.6%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $15 Shares 789 Est. Cost $25.29 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $15 Shares 63 Est. Cost $180.31 Unrealized +28.8%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $15 Shares 181 Est. Cost $71.71 Unrealized +14.6%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $15 Shares 78 Est. Cost $192.16 Unrealized -9.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $14 Shares 195 Est. Cost $57.39 Unrealized +30.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 159 Est. Cost $72.69 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $329.33 Unrealized +16.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $13 Shares 90 Est. Cost $101.09 Unrealized +42.7%
STT STATE STR CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.44 Unrealized -10.4%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $13 Shares 67 Est. Cost $188.18 Unrealized -0.4%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $13 Shares 170 Est. Cost $140.10 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $13 Shares 98 Est. Cost $155.45 Unrealized -11.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.13 Unrealized +3.7%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $12 Shares 6,000 Est. Cost $3.12 Unrealized -37.3%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $11 Shares 450 Est. Cost $33.44 Unrealized -33.7%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $18.50 Unrealized -32.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $49.62 Unrealized +16.8%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $10 Shares 51 Est. Cost $280.45 Unrealized -24.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 250 Est. Cost $28.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $9 Shares 138 Est. Cost $91.30 Unrealized -13.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $85.34 Unrealized +41.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $8 Shares 930 Est. Cost $50.76 Unrealized -74.3%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 115 Est. Cost $69.12 Unrealized +10.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $109.40 Unrealized -1.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $8 Shares 99 Est. Cost $70.68 Unrealized 0.0%
TILRAY BRANDS INC COM 0.0%
Value ($000) $8 Shares 3,700 Est. Cost $3.19 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $8 Shares 131 Est. Cost $71.19 Unrealized +5.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 115 Est. Cost $333.04 Unrealized -79.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $7 Shares 67 Est. Cost $100.49 Unrealized +8.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $218.22 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $7 Shares 202 Est. Cost $51.61 Unrealized -12.3%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $36.20 Unrealized +2.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $7 Shares 8 Est. Cost $617.39 Unrealized +26.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $7 Shares 58 Est. Cost $85.27 Unrealized +19.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $91.37 Unrealized +13.1%
HL HECLA MNG CO COM 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $4.31 Unrealized +9.8%
ARMK ARAMARK COM 0.0%
Value ($000) $6 Shares 224 Est. Cost $24.86 Unrealized +9.4%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $5 Shares 55 Est. Cost $76.99 Unrealized +25.5%
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,325 Est. Cost $6.79 Unrealized
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $5 Shares 324 Est. Cost $15.63 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.22 Unrealized -12.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 515 Est. Cost $11.85 Unrealized -21.2%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $233.56 Unrealized -18.7%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 27 Est. Cost $187.87 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $4 Shares 410 Est. Cost $15.59 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $228.17 Unrealized -49.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized -3.6%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $4 Shares 8,500 Est. Cost $267.99 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -30.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 70 Est. Cost $130.20 Unrealized -52.4%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $95.18 Unrealized -11.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $2296.54 Unrealized +29.7%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.77 Unrealized -7.1%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $22.21 Unrealized +90.8%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $66.00 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.02 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $2 Shares 110 Est. Cost $34.08 Unrealized -31.5%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -17.6%
VSTS VESTIS CORPORATION COM SHS 0.0%
Value ($000) $2 Shares 111 Est. Cost $19.35 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $63.82 Unrealized -9.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $55.76 Unrealized -44.6%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $14.71 Unrealized +179.6%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.45 Unrealized -14.4%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $276.46 Unrealized -30.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -38.9%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $35.34 Unrealized -90.7%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $401.00 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 222 Est. Cost $1.96 Unrealized -14.2%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $15.00 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.00 Unrealized
STEM INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.10 Unrealized
CUREVAC N V COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.00 Unrealized
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
TTCFQ TATTOOED CHEF INC COM CL A 0.0%
Value ($000) $0 Shares 450 Est. Cost $15.91 Unrealized -99.5%