Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $1,439,269 (100.0% shares, 0.0% debt)

Holdings (311)

IWF ISHARES RUSSELL 1000 GROWTH ETF 10.8%
Value ($000) $155,261 Shares 638,824 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 8.6%
Value ($000) $123,793 Shares 816,818 Est. Cost $111.46 Unrealized
VTV VANGUARD VALUE INDEX FUND 7.6%
Value ($000) $109,467 Shares 832,704 Est. Cost $98.60 Unrealized
VUG VANGUARD GROWTH INDEX FUND 5.2%
Value ($000) $74,126 Shares 288,383 Est. Cost $173.10 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.2%
Value ($000) $60,070 Shares 594,227 Est. Cost $71.75 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 3.2%
Value ($000) $45,880 Shares 628,591 Est. Cost $62.68 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.6%
Value ($000) $37,771 Shares 228,073 Est. Cost $104.31 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.6%
Value ($000) $37,532 Shares 136,656 Est. Cost $157.12 Unrealized
CBU COMMUNITY BK SYS INC COM 2.4%
Value ($000) $34,645 Shares 449,126 Est. Cost $53.53 Unrealized +15.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.3%
Value ($000) $32,578 Shares 108,326 Est. Cost $172.99 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.1%
Value ($000) $30,086 Shares 188,652 Est. Cost $104.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.8%
Value ($000) $26,298 Shares 535,501 Est. Cost $40.26 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $25,887 Shares 65,317 Est. Cost $242.02 Unrealized
AAPL APPLE INC COM 1.6%
Value ($000) $23,672 Shares 193,799 Est. Cost $89.82 Unrealized +39.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $22,597 Shares 434,155 Est. Cost $38.66 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.4%
Value ($000) $20,378 Shares 85,901 Est. Cost $141.26 Unrealized
SYK STRYKER CORPORATION COM 1.3%
Value ($000) $18,875 Shares 77,494 Est. Cost $76.08 Unrealized +199.4%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $17,858 Shares 75,743 Est. Cost $95.53 Unrealized +133.3%
ACWI ISHARES MSCI ACWI INDEX FUND 1.2%
Value ($000) $17,640 Shares 185,399 Est. Cost $63.13 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.2%
Value ($000) $17,198 Shares 1,196,811 Est. Cost $11.05 Unrealized +1.5%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $16,333 Shares 5,279 Est. Cost $72.60 Unrealized +118.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $15,037 Shares 233,640 Est. Cost $42.86 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.9%
Value ($000) $13,239 Shares 158,843 Est. Cost $47.62 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.9%
Value ($000) $13,212 Shares 293,163 Est. Cost $41.35 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.9%
Value ($000) $12,962 Shares 274,515 Est. Cost $42.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $12,902 Shares 170,059 Est. Cost $96.91 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $12,606 Shares 94,833 Est. Cost $98.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $11,695 Shares 45,779 Est. Cost $206.15 Unrealized +17.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $10,942 Shares 43,768 Est. Cost $156.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $9,176 Shares 4,436 Est. Cost $58.18 Unrealized +69.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $8,958 Shares 124,336 Est. Cost $51.66 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $8,694 Shares 21,856 Est. Cost $339.14 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $8,644 Shares 74,492 Est. Cost $114.45 Unrealized
MSA MSA SAFETY INC COM 0.6%
Value ($000) $8,488 Shares 56,580 Est. Cost $100.71 Unrealized +60.0%
REET ISHARES GLOBAL REIT ETF 0.5%
Value ($000) $7,706 Shares 302,469 Est. Cost $21.19 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.5%
Value ($000) $7,647 Shares 137,149 Est. Cost $45.03 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $7,607 Shares 82,811 Est. Cost $77.72 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.5%
Value ($000) $7,273 Shares 75,208 Est. Cost $71.02 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $7,229 Shares 24,546 Est. Cost $129.01 Unrealized +107.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $6,150 Shares 115,301 Est. Cost $39.61 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $5,739 Shares 110,994 Est. Cost $40.56 Unrealized +0.1%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $5,715 Shares 36,291 Est. Cost $112.23 Unrealized +35.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $5,711 Shares 2,769 Est. Cost $57.53 Unrealized +70.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $5,382 Shares 32,748 Est. Cost $101.98 Unrealized +38.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,371 Shares 40,444 Est. Cost $80.35 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $4,852 Shares 10,193 Est. Cost $351.44 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $4,851 Shares 31,867 Est. Cost $89.49 Unrealized +42.2%
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $4,649 Shares 49,518 Est. Cost $59.17 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $4,595 Shares 17,654 Est. Cost $195.47 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $4,586 Shares 22,188 Est. Cost $151.71 Unrealized
STBA S & T BANCORP INC COM 0.3%
Value ($000) $4,566 Shares 136,313 Est. Cost $39.53 Unrealized -24.9%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $4,241 Shares 78,385 Est. Cost $34.82 Unrealized +32.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.3%
Value ($000) $4,226 Shares 43,440 Est. Cost $77.19 Unrealized
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $4,210 Shares 44,042 Est. Cost $64.62 Unrealized +25.3%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $4,114 Shares 31,029 Est. Cost $63.80 Unrealized +103.3%
AMGN AMGEN INC COM 0.3%
Value ($000) $3,919 Shares 15,751 Est. Cost $159.51 Unrealized +28.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,833 Shares 56,124 Est. Cost $54.46 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,793 Shares 32,497 Est. Cost $88.56 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,747 Shares 17,263 Est. Cost $131.96 Unrealized +33.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,613 Shares 26,682 Est. Cost $82.70 Unrealized +39.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $3,533 Shares 63,282 Est. Cost $44.92 Unrealized -3.6%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $3,477 Shares 9,546 Est. Cost $297.96 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $3,456 Shares 9,291 Est. Cost $229.98 Unrealized +39.0%
V VISA INC COM CL A 0.2%
Value ($000) $3,422 Shares 16,164 Est. Cost $132.64 Unrealized +53.2%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $3,121 Shares 80,252 Est. Cost $32.63 Unrealized +12.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,101 Shares 91,092 Est. Cost $21.56 Unrealized
BX BLACKSTONE GROUP INC COM 0.2%
Value ($000) $2,974 Shares 39,908 Est. Cost $32.83 Unrealized +78.5%
INTC INTEL CORP COM 0.2%
Value ($000) $2,931 Shares 45,812 Est. Cost $41.65 Unrealized +29.9%
WMT WALMART INC COM 0.2%
Value ($000) $2,896 Shares 21,320 Est. Cost $32.04 Unrealized +35.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,832 Shares 28,774 Est. Cost $60.78 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,786 Shares 25,750 Est. Cost $52.81 Unrealized +68.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,602 Shares 40,643 Est. Cost $55.40 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,562 Shares 7,148 Est. Cost $205.08 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.2%
Value ($000) $2,525 Shares 37,147 Est. Cost $45.85 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,503 Shares 47,113 Est. Cost $41.57 Unrealized +4.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,482 Shares 13,456 Est. Cost $108.63 Unrealized +65.9%
HD HOME DEPOT INC COM 0.2%
Value ($000) $2,379 Shares 7,795 Est. Cost $168.85 Unrealized +44.8%
NFLX NETFLIX INC COM 0.2%
Value ($000) $2,243 Shares 4,301 Est. Cost $38.20 Unrealized +38.8%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,225 Shares 28,241 Est. Cost $78.79 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $2,224 Shares 20,492 Est. Cost $79.64 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $2,190 Shares 9,022 Est. Cost $97.20 Unrealized +159.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $2,182 Shares 7,901 Est. Cost $125.10 Unrealized +92.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,135 Shares 17,817 Est. Cost $56.30 Unrealized +93.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,091 Shares 14,784 Est. Cost $88.45 Unrealized +33.3%
MRK MERCK & CO. INC COM 0.1%
Value ($000) $2,046 Shares 26,328 Est. Cost $56.74 Unrealized +11.1%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $2,044 Shares 9,347 Est. Cost $121.92 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,993 Shares 31,793 Est. Cost $47.81 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,972 Shares 3,694 Est. Cost $5.48 Unrealized +144.5%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,956 Shares 8,742 Est. Cost $160.61 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,922 Shares 5,968 Est. Cost $16.82 Unrealized +253.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,902 Shares 5,343 Est. Cost $159.89 Unrealized +112.4%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1,899 Shares 101,603 Est. Cost $11.91 Unrealized -2.1%
TSLA TESLA INC COM 0.1%
Value ($000) $1,884 Shares 2,822 Est. Cost $126.23 Unrealized +98.9%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,843 Shares 8,226 Est. Cost $163.68 Unrealized +16.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $1,831 Shares 3,853 Est. Cost $167.54 Unrealized +179.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,762 Shares 25,124 Est. Cost $49.05 Unrealized +23.6%
T AT&T INC COM 0.1%
Value ($000) $1,746 Shares 57,684 Est. Cost $13.17 Unrealized +22.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,729 Shares 9,096 Est. Cost $86.98 Unrealized +80.5%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,704 Shares 3,408 Est. Cost $44.98 Unrealized +134.7%
PFE PFIZER INC COM 0.1%
Value ($000) $1,652 Shares 45,617 Est. Cost $26.29 Unrealized +6.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,607 Shares 12,463 Est. Cost $105.21 Unrealized +2.8%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $1,592 Shares 50,000 Est. Cost $22.84 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,539 Shares 26,401 Est. Cost $38.83 Unrealized +12.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,533 Shares 28,945 Est. Cost $39.39 Unrealized +5.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $1,496 Shares 22,552 Est. Cost $51.93 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,493 Shares 14,252 Est. Cost $85.45 Unrealized -6.9%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,459 Shares 15,886 Est. Cost $47.62 Unrealized +81.6%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $1,336 Shares 6,927 Est. Cost $132.54 Unrealized +24.5%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,334 Shares 60,306 Est. Cost $16.84 Unrealized -0.7%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $1,294 Shares 7,196 Est. Cost $165.56 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,284 Shares 11,754 Est. Cost $48.14 Unrealized +95.3%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $1,251 Shares 14,768 Est. Cost $88.15 Unrealized
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,238 Shares 24,636 Est. Cost $36.20 Unrealized +11.7%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,233 Shares 8,136 Est. Cost $127.32 Unrealized -0.9%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,195 Shares 4,453 Est. Cost $161.40 Unrealized +41.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,158 Shares 19,922 Est. Cost $38.95 Unrealized +8.5%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,157 Shares 20,735 Est. Cost $60.07 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,137 Shares 5,110 Est. Cost $123.98 Unrealized +49.2%
AME AMETEK INC COM 0.1%
Value ($000) $1,130 Shares 8,852 Est. Cost $87.60 Unrealized +33.4%
MMM 3M CO COM 0.1%
Value ($000) $1,130 Shares 5,869 Est. Cost $125.10 Unrealized -0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,130 Shares 2,476 Est. Cost $197.79 Unrealized +138.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,119 Shares 5,211 Est. Cost $181.83 Unrealized +20.8%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $1,113 Shares 28,780 Est. Cost $22.33 Unrealized +37.2%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,104 Shares 23,750 Est. Cost $37.58 Unrealized +24.6%
BA BOEING CO COM 0.1%
Value ($000) $1,099 Shares 4,318 Est. Cost $216.28 Unrealized +2.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,096 Shares 14,189 Est. Cost $53.96 Unrealized +20.9%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,091 Shares 4,392 Est. Cost $182.39 Unrealized +35.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $1,072 Shares 4,688 Est. Cost $166.51 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,013 Shares 11,264 Est. Cost $51.11 Unrealized +30.7%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $1,011 Shares 5,414 Est. Cost $85.80 Unrealized +116.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,001 Shares 17,026 Est. Cost $39.87 Unrealized +24.9%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $992 Shares 3,361 Est. Cost $145.19 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $982 Shares 32,217 Est. Cost $24.93 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $968 Shares 10,738 Est. Cost $56.04 Unrealized +38.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $951 Shares 7,138 Est. Cost $94.58 Unrealized +3.7%
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $917 Shares 33,930 Est. Cost $7.44 Unrealized +338.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $894 Shares 4,047 Est. Cost $162.97 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $888 Shares 5,919 Est. Cost $83.86 Unrealized +69.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $866 Shares 13,723 Est. Cost $44.38 Unrealized +15.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $847 Shares 9,215 Est. Cost $63.11 Unrealized
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $840 Shares 3,967 Est. Cost $164.93 Unrealized +33.4%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $808 Shares 3,651 Est. Cost $206.52 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $801 Shares 10,659 Est. Cost $55.87 Unrealized +11.5%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $801 Shares 5,350 Est. Cost $99.99 Unrealized +26.3%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $789 Shares 339 Est. Cost $1896.56 Unrealized +15.2%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $789 Shares 4,263 Est. Cost $122.22 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $779 Shares 3,535 Est. Cost $43.15 Unrealized +482.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $774 Shares 4,555 Est. Cost $82.08 Unrealized +60.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $771 Shares 2 Est. Cost $311378.80 Unrealized +17.8%
CANTALOUPE INC COM 0.1%
Value ($000) $768 Shares 65,554 Est. Cost $5.96 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $752 Shares 37,646 Est. Cost $11.91 Unrealized +27.9%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $738 Shares 11,165 Est. Cost $42.58 Unrealized +46.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $735 Shares 4,601 Est. Cost $164.39 Unrealized
AROW ARROW FINL CORP COM 0.1%
Value ($000) $730 Shares 21,924 Est. Cost $25.40 Unrealized +0.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $726 Shares 14,799 Est. Cost $37.90 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $725 Shares 3,130 Est. Cost $115.00 Unrealized +64.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $714 Shares 3,240 Est. Cost $111.03 Unrealized +69.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $711 Shares 18,539 Est. Cost $37.30 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $706 Shares 18,637 Est. Cost $29.26 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $706 Shares 937 Est. Cost $443.23 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $701 Shares 12,436 Est. Cost $46.32 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $694 Shares 3,899 Est. Cost $143.04 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $686 Shares 6,028 Est. Cost $117.80 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $684 Shares 8,346 Est. Cost $49.01 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $672 Shares 36,180 Est. Cost $8.17 Unrealized +100.1%
NKE NIKE INC CL B 0.0%
Value ($000) $670 Shares 5,033 Est. Cost $74.18 Unrealized +74.7%
DE DEERE & CO COM 0.0%
Value ($000) $660 Shares 1,765 Est. Cost $232.12 Unrealized +32.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $646 Shares 7,536 Est. Cost $56.66 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $638 Shares 14,479 Est. Cost $38.20 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $632 Shares 5,329 Est. Cost $76.34 Unrealized +33.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $628 Shares 6,898 Est. Cost $25.67 Unrealized +74.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $624 Shares 3,562 Est. Cost $86.10 Unrealized +60.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $619 Shares 1,758 Est. Cost $241.55 Unrealized +36.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $605 Shares 1,872 Est. Cost $196.84 Unrealized +41.3%
MCO MOODYS CORP COM 0.0%
Value ($000) $604 Shares 2,026 Est. Cost $201.76 Unrealized +34.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $601 Shares 2,473 Est. Cost $185.35 Unrealized +21.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $586 Shares 5,529 Est. Cost $43.06 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $575 Shares 2,555 Est. Cost $115.47 Unrealized +72.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $573 Shares 8,796 Est. Cost $32.19 Unrealized +76.8%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $559 Shares 3,137 Est. Cost $158.11 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $559 Shares 7,060 Est. Cost $59.44 Unrealized +14.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $556 Shares 7,360 Est. Cost $57.29 Unrealized +20.1%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $554 Shares 4,856 Est. Cost $98.56 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $545 Shares 4,870 Est. Cost $46.01 Unrealized +43.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $544 Shares 7,051 Est. Cost $18.37 Unrealized +58.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $540 Shares 9,474 Est. Cost $31.91 Unrealized +50.3%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $538 Shares 13,473 Est. Cost $23.07 Unrealized +24.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $536 Shares 2,331 Est. Cost $196.18 Unrealized +8.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $535 Shares 2,917 Est. Cost $65.62 Unrealized +133.1%
NUE NUCOR CORP COM 0.0%
Value ($000) $534 Shares 6,659 Est. Cost $36.42 Unrealized +54.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $533 Shares 7,218 Est. Cost $59.60 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $529 Shares 32,318 Est. Cost $69.27 Unrealized -83.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $497 Shares 9,732 Est. Cost $29.19 Unrealized +4.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $495 Shares 2,309 Est. Cost $159.74 Unrealized +26.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $483 Shares 2,387 Est. Cost $134.91 Unrealized +36.7%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $477 Shares 5,655 Est. Cost $50.57 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $476 Shares 13,083 Est. Cost $41.51 Unrealized -20.7%
TTC TORO CO COM 0.0%
Value ($000) $469 Shares 4,551 Est. Cost $58.32 Unrealized +71.4%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $462 Shares 1,915 Est. Cost $186.68 Unrealized +9.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $448 Shares 1,371 Est. Cost $179.97 Unrealized +53.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $443 Shares 1,200 Est. Cost $317.29 Unrealized -5.5%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $442 Shares 8,536 Est. Cost $41.98 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $439 Shares 2,325 Est. Cost $91.01 Unrealized +66.3%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $439 Shares 17,200 Est. Cost $39.57 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $436 Shares 9,884 Est. Cost $17.73 Unrealized +91.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $419 Shares 3,494 Est. Cost $119.92 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $418 Shares 7,517 Est. Cost $40.00 Unrealized +0.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $418 Shares 5,393 Est. Cost $54.83 Unrealized +19.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $417 Shares 1,184 Est. Cost $253.76 Unrealized +25.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $414 Shares 2,758 Est. Cost $112.27 Unrealized +18.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $413 Shares 8,220 Est. Cost $13.90 Unrealized +53.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $409 Shares 883 Est. Cost $23.31 Unrealized +78.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $407 Shares 2,151 Est. Cost $124.98 Unrealized +25.3%
KIRKLAND LAKE GOLD LTD COM 0.0%
Value ($000) $407 Shares 12,000 Est. Cost $41.42 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $406 Shares 2,050 Est. Cost $98.66 Unrealized +65.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $400 Shares 5,100 Est. Cost $57.47 Unrealized +49.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $397 Shares 4,271 Est. Cost $53.63 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $392 Shares 6,538 Est. Cost $29.50 Unrealized +58.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $385 Shares 63,343 Est. Cost $6.70 Unrealized
ANSYS INC COM 0.0%
Value ($000) $383 Shares 1,129 Est. Cost $283.33 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $379 Shares 4,488 Est. Cost $56.74 Unrealized +25.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $376 Shares 2,128 Est. Cost $16.08 Unrealized +83.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $374 Shares 3,155 Est. Cost $83.42 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $372 Shares 10,086 Est. Cost $26.93 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $366 Shares 2,591 Est. Cost $92.68 Unrealized +34.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $357 Shares 5,535 Est. Cost $56.68 Unrealized -5.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $354 Shares 3,871 Est. Cost $71.09 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $349 Shares 26,585 Est. Cost $11.36 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $346 Shares 1,521 Est. Cost $208.00 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $340 Shares 7,719 Est. Cost $31.13 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $339 Shares 5,379 Est. Cost $36.39 Unrealized +53.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $336 Shares 4,627 Est. Cost $46.88 Unrealized +19.8%
REDFIN CORP COM 0.0%
Value ($000) $333 Shares 5,015 Est. Cost $41.87 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $327 Shares 1,151 Est. Cost $184.42 Unrealized +27.0%
NVR NVR INC COM 0.0%
Value ($000) $325 Shares 69 Est. Cost $3065.87 Unrealized +46.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $323 Shares 1,922 Est. Cost $127.47 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $315 Shares 8,356 Est. Cost $28.14 Unrealized +22.8%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $312 Shares 1,650 Est. Cost $129.62 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $308 Shares 4,948 Est. Cost $32.91 Unrealized +31.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $307 Shares 2,117 Est. Cost $80.94 Unrealized +71.8%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $304 Shares 7,711 Est. Cost $21.85 Unrealized +37.4%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $304 Shares 3,436 Est. Cost $88.47 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $302 Shares 7,736 Est. Cost $40.35 Unrealized -21.6%
FISV FISERV INC COM 0.0%
Value ($000) $300 Shares 2,523 Est. Cost $100.63 Unrealized +14.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $300 Shares 214 Est. Cost $1181.54 Unrealized +4.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $299 Shares 406 Est. Cost $178.12 Unrealized +28.1%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $293 Shares 1,772 Est. Cost $104.68 Unrealized +39.0%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $291 Shares 429 Est. Cost $70.64 Unrealized 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $290 Shares 24,737 Est. Cost $24.95 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $289 Shares 1,575 Est. Cost $107.75 Unrealized +45.9%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $286 Shares 897 Est. Cost $284.60 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $283 Shares 2,954 Est. Cost $73.87 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $282 Shares 4,310 Est. Cost $50.86 Unrealized +21.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $268 Shares 954 Est. Cost $203.40 Unrealized +18.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $265 Shares 740 Est. Cost $251.49 Unrealized +19.6%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $263 Shares 1,306 Est. Cost $159.21 Unrealized +19.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $262 Shares 2,347 Est. Cost $106.46 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $260 Shares 5,400 Est. Cost $36.15 Unrealized +33.7%
LAM RESEARCH CORP COM 0.0%
Value ($000) $251 Shares 421 Est. Cost $596.20 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $250 Shares 2,241 Est. Cost $85.63 Unrealized +18.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $249 Shares 5,270 Est. Cost $37.21 Unrealized +2.9%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $248 Shares 3,542 Est. Cost $58.92 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $246 Shares 400 Est. Cost $590.04 Unrealized +5.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $245 Shares 15,448 Est. Cost $10.67 Unrealized +12.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $244 Shares 741 Est. Cost $285.88 Unrealized 0.0%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $244 Shares 16,338 Est. Cost $10.53 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $243 Shares 1,739 Est. Cost $111.21 Unrealized -0.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $239 Shares 723 Est. Cost $278.00 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $239 Shares 1,053 Est. Cost $199.35 Unrealized +17.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $237 Shares 1,866 Est. Cost $106.93 Unrealized +11.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $236 Shares 3,114 Est. Cost $56.29 Unrealized +3.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $235 Shares 810 Est. Cost $223.63 Unrealized +14.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $233 Shares 1,210 Est. Cost $168.50 Unrealized +11.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $233 Shares 1,748 Est. Cost $105.71 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $232 Shares 4,611 Est. Cost $45.39 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $231 Shares 2,762 Est. Cost $78.67 Unrealized +7.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $230 Shares 2,823 Est. Cost $64.91 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $229 Shares 1,529 Est. Cost $125.98 Unrealized +3.3%
SVMK INC COM 0.0%
Value ($000) $229 Shares 12,500 Est. Cost $20.33 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $225 Shares 4,418 Est. Cost $50.93 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $225 Shares 531 Est. Cost $412.56 Unrealized +4.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $224 Shares 3,448 Est. Cost $63.81 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $223 Shares 4,057 Est. Cost $54.97 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $223 Shares 9,742 Est. Cost $22.89 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $220 Shares 3,546 Est. Cost $44.76 Unrealized +11.4%
DISCOVERY INC COM SER A 0.0%
Value ($000) $218 Shares 5,033 Est. Cost $43.31 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $216 Shares 1,991 Est. Cost $24.22 Unrealized +16.4%
CERNER CORP COM 0.0%
Value ($000) $216 Shares 3,014 Est. Cost $72.33 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $212 Shares 759 Est. Cost $279.31 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $212 Shares 790 Est. Cost $272.15 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $211 Shares 4,221 Est. Cost $49.99 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $211 Shares 1,225 Est. Cost $172.24 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $209 Shares 2,368 Est. Cost $88.26 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $209 Shares 4,329 Est. Cost $40.61 Unrealized +6.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $208 Shares 746 Est. Cost $269.69 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $207 Shares 675 Est. Cost $268.13 Unrealized +22.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $204 Shares 957 Est. Cost $213.17 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $168 Shares 22,297 Est. Cost $6.01 Unrealized
JERICHO ENERGY VENTURES INC COM 0.0%
Value ($000) $156 Shares 221,100 Est. Cost $0.29 Unrealized
RICE ACQUISITION CORP COM CL A 0.0%
Value ($000) $101 Shares 10,000 Est. Cost $10.10 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $93 Shares 69,835 Est. Cost $2.42 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $38 Shares 65,000 Est. Cost $0.57 Unrealized -26.4%
VODPF VODAFONE GROUP PLC NEW SHS NEW 0.0%
Value ($000) $36 Shares 20,000 Est. Cost $1.02 Unrealized +24.9%
NATWEST GROUP PLC SHS 0.0%
Value ($000) $32 Shares 12,000 Est. Cost $1.33 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $20 Shares 12,000 Est. Cost $1.95 Unrealized -20.1%
FLOOF FLOWER ONE HLDGS INC ORD SHS 0.0%
Value ($000) $3 Shares 15,000 Est. Cost $0.15 Unrealized +50.7%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 Shares 47,742 Est. Cost $0.02 Unrealized +86.4%
PROTEA BIOSCIENCES GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 100,400 Est. Cost Unrealized
POWER 3 MED PRODS INC COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized +237.5%
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized