Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 10, 2024

Total Value ($000): $267,709 (100.0% shares, 0.0% debt)

Holdings (363)

AAPL APPLE INC COM 7.6%
Value ($000) $20,343 Shares 96,584 Est. Cost $106.23 Unrealized +74.3%
SFM SPROUTS FMRS MKT INC COM 3.7%
Value ($000) $10,010 Shares 119,650 Est. Cost $22.17 Unrealized +228.6%
UNILEVER PLC SPON ADR NEW 3.5%
Value ($000) $9,322 Shares 169,513 Est. Cost $56.36 Unrealized
GSK GSK PLC SPONSORED ADR 3.0%
Value ($000) $8,107 Shares 210,564 Est. Cost $30.23 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 2.8%
Value ($000) $7,608 Shares 58,901 Est. Cost $102.24 Unrealized +19.1%
DOC HEALTHPEAK PROPERTIES INC COM 2.8%
Value ($000) $7,513 Shares 383,302 Est. Cost $20.08 Unrealized -14.0%
HTO SJW GROUP COM 2.4%
Value ($000) $6,558 Shares 120,949 Est. Cost $63.17 Unrealized -13.4%
HASI HA SUSTAINABLE INFRA CAP INC COM 2.2%
Value ($000) $5,927 Shares 200,249 Est. Cost $18.87 Unrealized +40.3%
FSLR FIRST SOLAR INC COM 2.2%
Value ($000) $5,881 Shares 26,084 Est. Cost $115.05 Unrealized +89.5%
NOMD NOMAD FOODS LTD USD ORD SHS 2.2%
Value ($000) $5,762 Shares 349,638 Est. Cost $20.08 Unrealized -10.4%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 2.2%
Value ($000) $5,760 Shares 445,140 Est. Cost $14.25 Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $5,741 Shares 12,845 Est. Cost $44.98 Unrealized +827.6%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 2.0%
Value ($000) $5,350 Shares 215,920 Est. Cost $31.14 Unrealized
CRM SALESFORCE INC COM 1.9%
Value ($000) $5,171 Shares 20,114 Est. Cost $263.71 Unrealized +0.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 1.9%
Value ($000) $5,146 Shares 580,140 Est. Cost $15.11 Unrealized
CSCO CISCO SYS INC COM 1.9%
Value ($000) $5,081 Shares 106,956 Est. Cost $34.19 Unrealized +32.5%
NVO NOVO-NORDISK A S ADR 1.9%
Value ($000) $5,020 Shares 35,170 Est. Cost $76.27 Unrealized
AMRC AMERESCO INC CL A 1.8%
Value ($000) $4,898 Shares 170,007 Est. Cost $31.64 Unrealized -12.9%
TU TELUS CORPORATION COM 1.8%
Value ($000) $4,849 Shares 320,296 Est. Cost $18.41 Unrealized -12.5%
ADP AUTOMATIC DATA PROCESSING INC COM 1.7%
Value ($000) $4,571 Shares 19,151 Est. Cost $96.27 Unrealized +145.8%
MKC MCCORMICK & CO INC COM NON VTG 1.6%
Value ($000) $4,348 Shares 61,285 Est. Cost $60.70 Unrealized +14.8%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.5%
Value ($000) $3,994 Shares 24,207 Est. Cost $121.56 Unrealized +28.2%
AMAL AMALGAMATED FINANCIAL CORP COM 1.5%
Value ($000) $3,960 Shares 144,541 Est. Cost $15.40 Unrealized +53.4%
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $3,880 Shares 22,434 Est. Cost $109.93 Unrealized +50.9%
CAC CAMDEN NATL CORP COM 1.3%
Value ($000) $3,612 Shares 109,441 Est. Cost $27.30 Unrealized +7.2%
NOK NOKIA CORP SPONSORED ADR 1.3%
Value ($000) $3,457 Shares 914,615 Est. Cost $4.15 Unrealized
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $3,396 Shares 23,235 Est. Cost $74.45 Unrealized +90.0%
STAG STAG INDL INC COM 1.3%
Value ($000) $3,348 Shares 92,846 Est. Cost $32.01 Unrealized
LLY ELI LILLY & CO COM 1.2%
Value ($000) $3,293 Shares 3,637 Est. Cost $130.98 Unrealized +503.8%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $3,158 Shares 19,147 Est. Cost $72.16 Unrealized +117.8%
AGCO AGCO CORP COM 1.2%
Value ($000) $3,107 Shares 31,748 Est. Cost $109.35 Unrealized -1.5%
OGN ORGANON & CO COMMON STOCK 1.0%
Value ($000) $2,762 Shares 133,420 Est. Cost $22.55 Unrealized -17.3%
DGX QUEST DIAGNOSTICS INC COM 1.0%
Value ($000) $2,617 Shares 19,120 Est. Cost $94.95 Unrealized +40.1%
INTU INTUIT COM 0.9%
Value ($000) $2,344 Shares 3,567 Est. Cost $73.54 Unrealized +735.2%
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $2,328 Shares 23,989 Est. Cost $55.63 Unrealized +60.1%
PREMIER INC CL A 0.9%
Value ($000) $2,281 Shares 122,185 Est. Cost $21.97 Unrealized
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $2,218 Shares 17,950 Est. Cost $92.64 Unrealized +9.1%
GIS GENERAL MLS INC COM 0.8%
Value ($000) $2,138 Shares 33,802 Est. Cost $34.84 Unrealized +84.9%
AMGN AMGEN INC COM 0.8%
Value ($000) $2,120 Shares 6,784 Est. Cost $97.40 Unrealized +186.8%
EXPD EXPEDITORS INTL WASH INC COM 0.8%
Value ($000) $2,070 Shares 16,585 Est. Cost $34.81 Unrealized +234.7%
ITW ILLINOIS TOOL WKS INC COM 0.8%
Value ($000) $2,036 Shares 8,592 Est. Cost $67.66 Unrealized +250.0%
HOLX HOLOGIC INC COM 0.7%
Value ($000) $1,911 Shares 25,737 Est. Cost $71.47 Unrealized +4.9%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,902 Shares 11,534 Est. Cost $98.43 Unrealized +64.9%
GOOGL ALPHABET CLASS A 0.7%
Value ($000) $1,749 Shares 9,600 Est. Cost $106.95 Unrealized +56.5%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $1,666 Shares 3,061 Est. Cost $338.47 Unrealized
SYK STRYKER CORPORATION COM 0.6%
Value ($000) $1,643 Shares 4,828 Est. Cost $75.47 Unrealized +341.7%
BDX BECTON DICKINSON & CO COM 0.6%
Value ($000) $1,574 Shares 6,736 Est. Cost $79.22 Unrealized +187.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,570 Shares 2,839 Est. Cost $101.31 Unrealized +462.4%
HR HEALTHCARE RLTY TR CL A COM 0.6%
Value ($000) $1,538 Shares 93,350 Est. Cost $18.14 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,501 Shares 12,125 Est. Cost $50.41 Unrealized +141.5%
HUBB HUBBELL INC COM 0.5%
Value ($000) $1,470 Shares 4,021 Est. Cost $211.18 Unrealized +81.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,467 Shares 3,606 Est. Cost $218.73 Unrealized +86.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,393 Shares 4,047 Est. Cost $145.43 Unrealized +125.2%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $1,335 Shares 9,754 Est. Cost $129.21 Unrealized +0.6%
GRNB VANECK GREEN BOND ETF 0.4%
Value ($000) $1,176 Shares 49,765 Est. Cost $26.94 Unrealized
WAB WABTEC COM 0.4%
Value ($000) $1,130 Shares 7,150 Est. Cost $122.05 Unrealized +29.8%
HIFS HINGHAM INSTN SVGS MASS COM 0.4%
Value ($000) $1,116 Shares 6,239 Est. Cost $138.73 Unrealized +21.9%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,063 Shares 2,087 Est. Cost $435.26 Unrealized +8.7%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $987 Shares 5,379 Est. Cost $113.70 Unrealized +48.5%
KAI KADANT INC COM 0.4%
Value ($000) $980 Shares 3,335 Est. Cost $40.14 Unrealized +604.6%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $975 Shares 24,548 Est. Cost $38.97 Unrealized -3.1%
ABBV ABBVIE INC COM 0.3%
Value ($000) $806 Shares 4,697 Est. Cost $86.03 Unrealized +82.6%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $797 Shares 14,252 Est. Cost $41.50 Unrealized +39.1%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $744 Shares 2,757 Est. Cost $10.91 Unrealized +379.3%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $725 Shares 9,840 Est. Cost $16.64 Unrealized +334.7%
COLB COLUMBIA BKG SYS INC COM 0.3%
Value ($000) $719 Shares 36,147 Est. Cost $18.27 Unrealized -5.2%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $715 Shares 3,090 Est. Cost $95.04 Unrealized +139.2%
ABT ABBOTT LABS COM 0.3%
Value ($000) $670 Shares 6,449 Est. Cost $90.01 Unrealized +14.4%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $625 Shares 5,730 Est. Cost $70.70 Unrealized +50.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $585 Shares 554 Est. Cost $25.36 Unrealized +172.6%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $573 Shares 2,948 Est. Cost $48.62 Unrealized +262.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $564 Shares 7,960 Est. Cost $65.35 Unrealized +3.5%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $561 Shares 4,327 Est. Cost $68.24 Unrealized +102.6%
CWT CALIFORNIA WTR SVC GROUP COM 0.2%
Value ($000) $557 Shares 11,485 Est. Cost $16.53 Unrealized +180.3%
HLIO HELIOS TECHNOLOGIES INC COM 0.2%
Value ($000) $542 Shares 11,344 Est. Cost $46.71 Unrealized +2.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $525 Shares 5,289 Est. Cost $71.00 Unrealized +48.6%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $515 Shares 1,168 Est. Cost $373.74 Unrealized +20.8%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $508 Shares 4,410 Est. Cost $66.70 Unrealized +65.0%
AFL AFLAC INC COM 0.2%
Value ($000) $507 Shares 5,682 Est. Cost $43.70 Unrealized +90.1%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $505 Shares 13,520 Est. Cost $47.18 Unrealized -21.4%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $499 Shares 3,142 Est. Cost $64.87 Unrealized +143.5%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $479 Shares 1,000 Est. Cost $270.33 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $466 Shares 3,934 Est. Cost $67.33 Unrealized +72.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $460 Shares 5,900 Est. Cost $44.88 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $452 Shares 4,400 Est. Cost $105.33 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $421 Shares 15,054 Est. Cost $23.10 Unrealized +7.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $388 Shares 456 Est. Cost $267.04 Unrealized +189.8%
TGT TARGET CORP COM 0.1%
Value ($000) $385 Shares 2,598 Est. Cost $90.16 Unrealized +64.1%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $378 Shares 1,955 Est. Cost $123.55 Unrealized +48.7%
KO COCA COLA CO COM 0.1%
Value ($000) $368 Shares 5,777 Est. Cost $37.54 Unrealized +56.9%
MSEX MIDDLESEX WTR CO COM 0.1%
Value ($000) $362 Shares 6,925 Est. Cost $24.80 Unrealized +109.4%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $359 Shares 1,773 Est. Cost $106.38 Unrealized +77.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $347 Shares 1,362 Est. Cost $217.88 Unrealized +17.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $344 Shares 1,561 Est. Cost $95.88 Unrealized +130.9%
SYY SYSCO CORP COM 0.1%
Value ($000) $338 Shares 4,735 Est. Cost $28.18 Unrealized +152.6%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $325 Shares 2,898 Est. Cost $73.85 Unrealized +41.5%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $325 Shares 983 Est. Cost $199.27 Unrealized +67.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $324 Shares 888 Est. Cost $231.36 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $322 Shares 2,354 Est. Cost $92.41 Unrealized +58.1%
WMT WALMART INC COM 0.1%
Value ($000) $320 Shares 4,725 Est. Cost $52.20 Unrealized +18.7%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $314 Shares 2,267 Est. Cost $63.38 Unrealized +123.4%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $313 Shares 6,500 Est. Cost $48.49 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $296 Shares 2,900 Est. Cost $102.74 Unrealized -8.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $296 Shares 212 Est. Cost $752.79 Unrealized +81.7%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $293 Shares 1,596 Est. Cost $132.14 Unrealized +51.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $286 Shares 6,935 Est. Cost $29.34 Unrealized +24.3%
INTC INTEL CORP COM 0.1%
Value ($000) $283 Shares 9,129 Est. Cost $40.15 Unrealized -19.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $277 Shares 6,095 Est. Cost $53.94 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $271 Shares 935 Est. Cost $148.26 Unrealized +115.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $271 Shares 6,925 Est. Cost $37.80 Unrealized -1.8%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $269 Shares 3,000 Est. Cost $34.67 Unrealized +121.1%
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.1%
Value ($000) $264 Shares 3,600 Est. Cost $74.68 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $255 Shares 2,460 Est. Cost $54.44 Unrealized +90.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $252 Shares 977 Est. Cost $254.97 Unrealized -4.9%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $244 Shares 3,620 Est. Cost $47.75 Unrealized +30.3%
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $239 Shares 1,673 Est. Cost $71.31 Unrealized +76.1%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $237 Shares 1,060 Est. Cost $187.77 Unrealized +19.3%
MCK MCKESSON CORP COM 0.1%
Value ($000) $232 Shares 397 Est. Cost $188.10 Unrealized +193.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $219 Shares 1,552 Est. Cost $77.81 Unrealized +57.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $215 Shares 952 Est. Cost $144.17 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $215 Shares 950 Est. Cost $164.56 Unrealized +37.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $208 Shares 695 Est. Cost $152.68 Unrealized +64.9%
ANSYS INC COM 0.1%
Value ($000) $206 Shares 642 Est. Cost $208.27 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $202 Shares 835 Est. Cost $105.69 Unrealized +140.9%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $196 Shares 808 Est. Cost $237.60 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $188 Shares 876 Est. Cost $165.49 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $184 Shares 1,000 Est. Cost $96.93 Unrealized +89.7%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $181 Shares 724 Est. Cost $144.43 Unrealized +73.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $181 Shares 8,000 Est. Cost $22.91 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $175 Shares 859 Est. Cost $215.31 Unrealized -7.3%
RTX RTX CORPORATION COM 0.1%
Value ($000) $163 Shares 1,628 Est. Cost $76.96 Unrealized +30.1%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $163 Shares 1,015 Est. Cost $119.84 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $160 Shares 751 Est. Cost $140.28 Unrealized +44.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $158 Shares 1,727 Est. Cost $71.51 Unrealized +22.2%
MCO MOODYS CORP COM 0.1%
Value ($000) $154 Shares 365 Est. Cost $295.49 Unrealized +33.0%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $152 Shares 4,470 Est. Cost $33.07 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $151 Shares 404 Est. Cost $250.46 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $145 Shares 1,580 Est. Cost $107.39 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $144 Shares 308 Est. Cost $217.72 Unrealized +99.4%
TNC TENNANT CO COM 0.1%
Value ($000) $144 Shares 1,466 Est. Cost $76.69 Unrealized +37.4%
T AT&T INC COM 0.1%
Value ($000) $144 Shares 7,517 Est. Cost $13.63 Unrealized +18.6%
V VISA INC COM CL A 0.1%
Value ($000) $142 Shares 542 Est. Cost $226.14 Unrealized +19.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $139 Shares 3,339 Est. Cost $45.07 Unrealized -9.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $138 Shares 1,252 Est. Cost $87.99 Unrealized +22.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $136 Shares 5,350 Est. Cost $13.34 Unrealized +68.8%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $134 Shares 783 Est. Cost $158.10 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $132 Shares 650 Est. Cost $141.30 Unrealized +47.8%
KMX CARMAX INC COM 0.0%
Value ($000) $132 Shares 1,802 Est. Cost $78.08 Unrealized -7.7%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $132 Shares 843 Est. Cost $102.29 Unrealized +45.1%
GLW CORNING INC COM 0.0%
Value ($000) $128 Shares 3,300 Est. Cost $31.16 Unrealized +8.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $127 Shares 628 Est. Cost $223.65 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $126 Shares 3,456 Est. Cost $33.37 Unrealized +2.8%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $126 Shares 8,066 Est. Cost $32.15 Unrealized -56.8%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $126 Shares 10,971 Est. Cost $14.66 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $124 Shares 1,962 Est. Cost $42.99 Unrealized +40.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $118 Shares 550 Est. Cost $250.29 Unrealized -10.4%
MSCI MSCI INC COM 0.0%
Value ($000) $118 Shares 245 Est. Cost $511.54 Unrealized -4.9%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $117 Shares 451 Est. Cost $175.03 Unrealized +39.7%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $116 Shares 4,096 Est. Cost $30.53 Unrealized -3.6%
DOV DOVER CORP COM 0.0%
Value ($000) $114 Shares 633 Est. Cost $150.56 Unrealized +16.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $113 Shares 380 Est. Cost $263.49 Unrealized +15.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $113 Shares 650 Est. Cost $159.02 Unrealized +2.7%
COR CENCORA INC COM 0.0%
Value ($000) $113 Shares 500 Est. Cost $180.98 Unrealized +26.3%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $112 Shares 1,260 Est. Cost $57.12 Unrealized +48.6%
HPQ HP INC COM 0.0%
Value ($000) $112 Shares 3,200 Est. Cost $27.18 Unrealized +9.3%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $110 Shares 504 Est. Cost $194.12 Unrealized +10.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $109 Shares 1,183 Est. Cost $91.00 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $104 Shares 1,375 Est. Cost $53.06 Unrealized +69.1%
MAS MASCO CORP COM 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $56.54 Unrealized +21.2%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $96 Shares 6,653 Est. Cost $18.34 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $96 Shares 300 Est. Cost $193.71 Unrealized +36.6%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $91 Shares 3,593 Est. Cost $42.86 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $91 Shares 162 Est. Cost $435.64 Unrealized +22.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $91 Shares 1,189 Est. Cost $76.80 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $90 Shares 680 Est. Cost $108.09 Unrealized +23.3%
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $89 Shares 6,428 Est. Cost $17.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $89 Shares 486 Est. Cost $182.55 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $89 Shares 500 Est. Cost $182.16 Unrealized +12.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $88 Shares 261 Est. Cost $78.81 Unrealized +89.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $88 Shares 365 Est. Cost $136.81 Unrealized +72.6%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $88 Shares 2,095 Est. Cost $44.86 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $88 Shares 443 Est. Cost $122.93 Unrealized +48.4%
CME CME GROUP INC COM 0.0%
Value ($000) $87 Shares 441 Est. Cost $159.61 Unrealized +22.2%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $86 Shares 2,745 Est. Cost $42.59 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $85 Shares 800 Est. Cost $113.12 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $82 Shares 1,200 Est. Cost $63.33 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $82 Shares 245 Est. Cost $206.51 Unrealized +64.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $80 Shares 300 Est. Cost $246.67 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $77 Shares 810 Est. Cost $126.29 Unrealized -29.9%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $77 Shares 3,500 Est. Cost $26.32 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $77 Shares 75 Est. Cost $684.44 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $77 Shares 85 Est. Cost $419.26 Unrealized +121.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $76 Shares 970 Est. Cost $80.62 Unrealized -4.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $75 Shares 1,300 Est. Cost $49.62 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $74 Shares 755 Est. Cost $101.52 Unrealized -8.7%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $74 Shares 90 Est. Cost $819.36 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $73 Shares 897 Est. Cost $81.08 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $70 Shares 1,190 Est. Cost $62.85 Unrealized -6.9%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $69 Shares 207 Est. Cost $304.71 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $68 Shares 3,200 Est. Cost $13.58 Unrealized +29.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $68 Shares 216 Est. Cost $145.38 Unrealized +118.3%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $67 Shares 250 Est. Cost $177.79 Unrealized +36.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $66 Shares 847 Est. Cost $71.38 Unrealized +14.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $65 Shares 900 Est. Cost $27.81 Unrealized +149.9%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $49.54 Unrealized +28.3%
IDA IDACORP INC COM 0.0%
Value ($000) $65 Shares 700 Est. Cost $100.24 Unrealized -6.4%
XYL XYLEM INC COM 0.0%
Value ($000) $64 Shares 472 Est. Cost $101.78 Unrealized +31.1%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $64 Shares 551 Est. Cost $139.69 Unrealized -24.2%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $61 Shares 150 Est. Cost $337.31 Unrealized +23.7%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $61 Shares 7,380 Est. Cost $6.10 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $59 Shares 37 Est. Cost $47.10 Unrealized +192.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $40.04 Unrealized +42.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $59 Shares 133 Est. Cost $369.84 Unrealized +14.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $59 Shares 500 Est. Cost $101.55 Unrealized +19.2%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $59 Shares 546 Est. Cost $114.09 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $58 Shares 254 Est. Cost $236.22 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $57 Shares 490 Est. Cost $112.40 Unrealized -3.8%
WOR WORTHINGTON ENTERPRISES INC COM 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $40.47 Unrealized +39.6%
UTMD UTAH MED PRODS INC COM 0.0%
Value ($000) $57 Shares 850 Est. Cost $76.32 Unrealized -10.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $56 Shares 80 Est. Cost $84.94 Unrealized +98.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $55 Shares 507 Est. Cost $153.43 Unrealized -24.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $55 Shares 1,015 Est. Cost $58.95 Unrealized -14.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $54 Shares 2,150 Est. Cost $41.15 Unrealized -30.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $54 Shares 100 Est. Cost $490.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $53 Shares 500 Est. Cost $117.97 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $51 Shares 400 Est. Cost $110.22 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $51 Shares 100 Est. Cost $291.08 Unrealized +81.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $50 Shares 833 Est. Cost $44.59 Unrealized +25.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $49 Shares 315 Est. Cost $159.71 Unrealized -8.2%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $66.35 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $48 Shares 108 Est. Cost $288.23 Unrealized +38.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $48 Shares 446 Est. Cost $116.81 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $47 Shares 610 Est. Cost $100.04 Unrealized -22.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $47 Shares 840 Est. Cost $66.52 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $47 Shares 371 Est. Cost $146.87 Unrealized -13.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $45 Shares 327 Est. Cost $113.28 Unrealized +10.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $44 Shares 566 Est. Cost $75.97 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $44 Shares 559 Est. Cost $54.06 Unrealized +41.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $44 Shares 696 Est. Cost $23.29 Unrealized +40.1%
ADBE ADOBE INC COM 0.0%
Value ($000) $43 Shares 77 Est. Cost $500.58 Unrealized -3.3%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $43 Shares 100 Est. Cost $248.02 Unrealized +68.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $43 Shares 400 Est. Cost $108.70 Unrealized +8.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $42.59 Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $15.42 Unrealized +53.9%
WS WORTHINGTON STL INC COM SHS 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $27.30 Unrealized +19.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $40 Shares 328 Est. Cost $111.22 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $39 Shares 406 Est. Cost $96.99 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $39 Shares 150 Est. Cost $217.42 Unrealized +14.2%
L LOEWS CORP COM 0.0%
Value ($000) $38 Shares 513 Est. Cost $55.04 Unrealized +37.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $38 Shares 725 Est. Cost $60.70 Unrealized 0.0%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $38 Shares 1,458 Est. Cost $28.34 Unrealized -21.5%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $38 Shares 2,216 Est. Cost $18.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $37 Shares 641 Est. Cost $152.13 Unrealized -58.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $36 Shares 280 Est. Cost $127.48 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $35 Shares 110 Est. Cost $109.84 Unrealized +174.1%
CSX CSX CORP COM 0.0%
Value ($000) $34 Shares 1,029 Est. Cost $30.82 Unrealized +7.5%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $34 Shares 675 Est. Cost $53.18 Unrealized +1.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $34 Shares 134 Est. Cost $168.47 Unrealized +50.0%
CDW CDW CORP COM 0.0%
Value ($000) $34 Shares 150 Est. Cost $189.24 Unrealized +19.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $33 Shares 125 Est. Cost $259.18 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $33 Shares 85 Est. Cost $278.05 Unrealized +27.5%
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $27.92 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $32 Shares 295 Est. Cost $70.50 Unrealized +40.0%
META META PLATFORMS INC CL A 0.0%
Value ($000) $30 Shares 60 Est. Cost $179.63 Unrealized +169.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $29 Shares 700 Est. Cost $33.15 Unrealized +19.5%
BX BLACKSTONE INC COM 0.0%
Value ($000) $29 Shares 234 Est. Cost $76.25 Unrealized +54.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $28 Shares 86 Est. Cost $152.32 Unrealized +106.0%
INARI MED INC COM 0.0%
Value ($000) $27 Shares 568 Est. Cost $93.31 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $27 Shares 3,900 Est. Cost $28.82 Unrealized -76.2%
BLACKROCK INC COM 0.0%
Value ($000) $27 Shares 34 Est. Cost $708.62 Unrealized
VITL VITAL FARMS INC COM 0.0%
Value ($000) $26 Shares 548 Est. Cost $17.84 Unrealized +93.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $25 Shares 252 Est. Cost $146.83 Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $25 Shares 760 Est. Cost $39.71 Unrealized -11.9%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $169.01 Unrealized -19.8%
DASH DOORDASH INC CL A 0.0%
Value ($000) $24 Shares 225 Est. Cost $79.42 Unrealized +51.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $24 Shares 105 Est. Cost $147.67 Unrealized +40.6%
ELME ELME COMMUNITIES SH BEN INT 0.0%
Value ($000) $23 Shares 1,450 Est. Cost $23.70 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $23 Shares 400 Est. Cost $103.42 Unrealized -43.0%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $22 Shares 439 Est. Cost $36.45 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $22 Shares 234 Est. Cost $74.73 Unrealized +27.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $21 Shares 39 Est. Cost $432.66 Unrealized +18.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $21 Shares 69 Est. Cost $295.12 Unrealized +1.4%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $20 Shares 770 Est. Cost $43.21 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $20 Shares 300 Est. Cost $42.70 Unrealized +55.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $19 Shares 250 Est. Cost $53.77 Unrealized +33.5%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $19 Shares 172 Est. Cost $140.10 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $18 Shares 85 Est. Cost $135.86 Unrealized +47.3%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $101.09 Unrealized +83.1%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $17 Shares 131 Est. Cost $71.19 Unrealized +69.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $17 Shares 78 Est. Cost $192.16 Unrealized -4.4%
STT STATE STR CORP COM 0.0%
Value ($000) $16 Shares 221 Est. Cost $72.26 Unrealized -2.4%
LVWR LIVEWIRE GROUP INC COM 0.0%
Value ($000) $16 Shares 2,100 Est. Cost $9.70 Unrealized -28.0%
TSLA TESLA INC COM 0.0%
Value ($000) $16 Shares 80 Est. Cost $259.14 Unrealized -32.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $16 Shares 164 Est. Cost $71.71 Unrealized +30.7%
HUM HUMANA INC COM 0.0%
Value ($000) $16 Shares 42 Est. Cost $330.11 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 51 Est. Cost $236.31 Unrealized +23.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 163 Est. Cost $72.83 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $15 Shares 96 Est. Cost $155.45 Unrealized -1.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $14 Shares 30 Est. Cost $441.57 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.60 Unrealized +17.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $13 Shares 155 Est. Cost $49.62 Unrealized +49.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.13 Unrealized +6.7%
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $13 Shares 900 Est. Cost $18.50 Unrealized -31.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $12 Shares 58 Est. Cost $85.34 Unrealized +125.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $12 Shares 58 Est. Cost $85.27 Unrealized +136.8%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $47.92 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $11 Shares 29 Est. Cost $330.84 Unrealized +15.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $11 Shares 36 Est. Cost $329.33 Unrealized +1.5%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $11 Shares 67 Est. Cost $188.18 Unrealized -12.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $10 Shares 40 Est. Cost $174.20 Unrealized
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $33.44 Unrealized -24.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $28.00 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $9 Shares 40 Est. Cost $95.18 Unrealized +141.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $233.08 Unrealized -2.5%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $8 Shares 207 Est. Cost $40.21 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 115 Est. Cost $69.12 Unrealized -0.5%
ETSY ETSY INC COM 0.0%
Value ($000) $8 Shares 138 Est. Cost $91.30 Unrealized -29.9%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $51.61 Unrealized -17.8%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $29.22 Unrealized +26.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $98.01 Unrealized +42.5%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $8 Shares 578 Est. Cost $13.32 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $8 Shares 226 Est. Cost $24.86 Unrealized +27.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 115 Est. Cost $333.04 Unrealized -81.6%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $6 Shares 930 Est. Cost $50.76 Unrealized -86.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $6 Shares 49 Est. Cost $228.17 Unrealized -42.3%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $6 Shares 55 Est. Cost $76.99 Unrealized +25.8%
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 0.0%
Value ($000) $6 Shares 328 Est. Cost $15.63 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $5 Shares 410 Est. Cost $15.59 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $151.37 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $5 Shares 7 Est. Cost $22.21 Unrealized +181.2%
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.59 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $227.14 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $130.20 Unrealized -46.3%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $233.56 Unrealized -23.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $240.49 Unrealized +0.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $502.03 Unrealized 0.0%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $217.03 Unrealized 0.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.77 Unrealized -10.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $43.37 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $232.63 Unrealized -36.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.85 Unrealized -13.6%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.60 Unrealized -1.7%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $88.55 Unrealized 0.0%
FSLY FASTLY INC CL A 0.0%
Value ($000) $2 Shares 250 Est. Cost $16.90 Unrealized -42.1%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $52.47 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.82 Unrealized +6.8%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 110 Est. Cost $34.08 Unrealized -69.3%
VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 148 Est. Cost $9.96 Unrealized
VSTS VESTIS CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 111 Est. Cost $19.35 Unrealized -25.3%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.62 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1 Shares 1,800 Est. Cost $338.47 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.02 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.71 Unrealized -21.7%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $14.71 Unrealized +175.0%
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.45 Unrealized -38.2%
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.19 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $35.34 Unrealized -92.8%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 222 Est. Cost $1.96 Unrealized +9.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $276.46 Unrealized -81.2%
WORKHORSE GROUP INC COM SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.60 Unrealized
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized
LVWR/WS LIVEWIRE GROUP INC WT EXP 092627 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized