Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $1,718,351 (100.0% shares, 0.0% debt)

Holdings (366)

IWF ISHARES RUSSELL 1000 GROWTH ETF 10.6%
Value ($000) $182,156 Shares 664,693 Est. Cost $108.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.8%
Value ($000) $133,870 Shares 855,301 Est. Cost $113.54 Unrealized
VTV VANGUARD VALUE INDEX FUND 6.2%
Value ($000) $106,848 Shares 789,303 Est. Cost $99.90 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.3%
Value ($000) $74,040 Shares 255,162 Est. Cost $177.56 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.3%
Value ($000) $56,712 Shares 548,741 Est. Cost $71.75 Unrealized
SPY SPDR S&P 500 ETF 3.1%
Value ($000) $52,612 Shares 122,599 Est. Cost $329.43 Unrealized
CPB CAMPBELL SOUP CO COM 2.1%
Value ($000) $36,147 Shares 864,573 Est. Cost $37.42 Unrealized -0.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.0%
Value ($000) $34,808 Shares 205,650 Est. Cost $104.31 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.0%
Value ($000) $33,885 Shares 120,950 Est. Cost $157.12 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $33,316 Shares 235,451 Est. Cost $99.76 Unrealized +44.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.9%
Value ($000) $32,962 Shares 652,848 Est. Cost $42.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.9%
Value ($000) $32,843 Shares 68,299 Est. Cost $461.63 Unrealized
CBU COMMUNITY BK SYS INC COM 1.8%
Value ($000) $30,922 Shares 449,126 Est. Cost $53.53 Unrealized +16.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.8%
Value ($000) $30,909 Shares 105,279 Est. Cost $172.99 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 1.8%
Value ($000) $30,187 Shares 574,120 Est. Cost $52.58 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.8%
Value ($000) $30,119 Shares 399,777 Est. Cost $62.68 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.7%
Value ($000) $28,682 Shares 178,993 Est. Cost $104.99 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $24,363 Shares 86,419 Est. Cost $123.65 Unrealized +127.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $22,329 Shares 446,495 Est. Cost $39.88 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $20,903 Shares 48,521 Est. Cost $389.78 Unrealized
SYK STRYKER CORPORATION COM 1.2%
Value ($000) $20,768 Shares 78,753 Est. Cost $78.95 Unrealized +223.3%
IWV ISHARES RUSSELL 3000 ETF 1.2%
Value ($000) $20,587 Shares 80,781 Est. Cost $141.26 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.2%
Value ($000) $19,928 Shares 75,754 Est. Cost $247.47 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $19,660 Shares 5,985 Est. Cost $84.57 Unrealized +104.0%
ACWI ISHARES MSCI ACWI INDEX FUND 1.1%
Value ($000) $18,528 Shares 185,431 Est. Cost $63.13 Unrealized
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $16,541 Shares 212,046 Est. Cost $93.17 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.9%
Value ($000) $16,312 Shares 1,196,811 Est. Cost $11.05 Unrealized +3.3%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $13,986 Shares 35,346 Est. Cost $369.44 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $13,889 Shares 162,733 Est. Cost $48.40 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.8%
Value ($000) $13,748 Shares 299,530 Est. Cost $41.47 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.8%
Value ($000) $13,044 Shares 255,466 Est. Cost $42.82 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $12,970 Shares 187,858 Est. Cost $84.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $12,693 Shares 46,507 Est. Cost $209.56 Unrealized +34.0%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $12,556 Shares 4,711 Est. Cost $65.39 Unrealized +109.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $12,375 Shares 175,311 Est. Cost $91.66 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $12,244 Shares 198,260 Est. Cost $42.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $9,620 Shares 129,565 Est. Cost $52.59 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $9,296 Shares 27,393 Est. Cost $152.66 Unrealized +134.3%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $8,738 Shares 85,860 Est. Cost $79.38 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $8,512 Shares 3,184 Est. Cost $67.66 Unrealized +99.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $8,332 Shares 71,725 Est. Cost $114.45 Unrealized
REET ISHARES GLOBAL REIT ETF 0.5%
Value ($000) $8,188 Shares 298,729 Est. Cost $21.19 Unrealized
MSA MSA SAFETY INC COM 0.5%
Value ($000) $8,065 Shares 55,354 Est. Cost $100.71 Unrealized +57.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.5%
Value ($000) $7,811 Shares 75,208 Est. Cost $71.02 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.4%
Value ($000) $7,448 Shares 132,282 Est. Cost $45.03 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $6,724 Shares 123,541 Est. Cost $41.31 Unrealized +19.2%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $6,207 Shares 38,436 Est. Cost $109.09 Unrealized +37.7%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $6,191 Shares 37,825 Est. Cost $109.36 Unrealized +28.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $6,011 Shares 40,258 Est. Cost $80.35 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $5,484 Shares 56,053 Est. Cost $79.92 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5,285 Shares 89,863 Est. Cost $48.71 Unrealized -0.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $5,004 Shares 22,885 Est. Cost $218.43 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.3%
Value ($000) $4,990 Shares 49,009 Est. Cost $80.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $4,987 Shares 22,458 Est. Cost $153.67 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $4,731 Shares 35,919 Est. Cost $131.71 Unrealized
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $4,724 Shares 49,518 Est. Cost $59.17 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $4,642 Shares 39,908 Est. Cost $32.83 Unrealized +205.6%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $4,521 Shares 32,341 Est. Cost $90.44 Unrealized +40.7%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $4,466 Shares 79,864 Est. Cost $35.48 Unrealized +44.8%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $4,291 Shares 145,627 Est. Cost $39.12 Unrealized -24.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $4,225 Shares 32,762 Est. Cost $67.17 Unrealized +91.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $4,145 Shares 10,610 Est. Cost $250.38 Unrealized +53.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $4,137 Shares 32,499 Est. Cost $88.56 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $3,989 Shares 17,908 Est. Cost $144.37 Unrealized +57.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $3,972 Shares 78,852 Est. Cost $40.44 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,948 Shares 18,600 Est. Cost $137.92 Unrealized +41.1%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3,924 Shares 20,213 Est. Cost $114.42 Unrealized +69.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $3,749 Shares 17,633 Est. Cost $164.07 Unrealized +22.1%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $3,538 Shares 17,082 Est. Cost $17.41 Unrealized +19.0%
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,475 Shares 10,588 Est. Cost $201.79 Unrealized +46.0%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $3,361 Shares 15,369 Est. Cost $205.02 Unrealized
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $3,312 Shares 19,749 Est. Cost $155.76 Unrealized -1.9%
WMT WALMART INC COM 0.2%
Value ($000) $3,218 Shares 23,088 Est. Cost $33.32 Unrealized +36.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,074 Shares 48,126 Est. Cost $56.72 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $3,040 Shares 27,841 Est. Cost $87.57 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $3,011 Shares 56,522 Est. Cost $44.27 Unrealized +12.5%
ABBV ABBVIE INC COM 0.2%
Value ($000) $3,007 Shares 27,884 Est. Cost $56.02 Unrealized +73.5%
PEP PEPSICO INC COM 0.2%
Value ($000) $2,979 Shares 19,807 Est. Cost $100.28 Unrealized +34.6%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,938 Shares 80,339 Est. Cost $32.63 Unrealized +7.1%
KO COCA COLA CO COM 0.2%
Value ($000) $2,915 Shares 55,123 Est. Cost $42.67 Unrealized +14.4%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,874 Shares 7,148 Est. Cost $205.08 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $2,859 Shares 10,988 Est. Cost $130.63 Unrealized +116.7%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,820 Shares 5,889 Est. Cost $16.82 Unrealized +317.7%
XRT SPDR S&P RETAIL ETF 0.2%
Value ($000) $2,813 Shares 31,155 Est. Cost $92.40 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $2,809 Shares 4,603 Est. Cost $39.35 Unrealized +39.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $2,754 Shares 4,785 Est. Cost $257.41 Unrealized +144.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,719 Shares 16,075 Est. Cost $119.79 Unrealized +45.4%
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,660 Shares 30,537 Est. Cost $58.20 Unrealized +43.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $2,630 Shares 8,223 Est. Cost $132.18 Unrealized +131.1%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $2,495 Shares 10,349 Est. Cost $174.28 Unrealized +23.8%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,473 Shares 31,266 Est. Cost $78.82 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $2,445 Shares 7,033 Est. Cost $206.95 Unrealized +71.4%
TSLA TESLA INC COM 0.1%
Value ($000) $2,424 Shares 3,127 Est. Cost $142.11 Unrealized +65.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,419 Shares 20,484 Est. Cost $66.40 Unrealized +70.9%
PFE PFIZER INC COM 0.1%
Value ($000) $2,383 Shares 55,425 Est. Cost $27.44 Unrealized +30.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,374 Shares 63,277 Est. Cost $21.56 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $2,354 Shares 31,081 Est. Cost $58.02 Unrealized +14.0%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $2,346 Shares 9,707 Est. Cost $168.81 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,265 Shares 33,431 Est. Cost $40.38 Unrealized +22.1%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2,128 Shares 3,421 Est. Cost $44.98 Unrealized +169.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,113 Shares 33,416 Est. Cost $48.63 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $2,107 Shares 9,121 Est. Cost $145.35 Unrealized +62.8%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $2,021 Shares 101,603 Est. Cost $11.91 Unrealized +21.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,964 Shares 9,682 Est. Cost $97.10 Unrealized +89.1%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $1,914 Shares 21,175 Est. Cost $65.59 Unrealized +30.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $1,897 Shares 25,506 Est. Cost $74.37 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $1,866 Shares 50,000 Est. Cost $22.84 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,823 Shares 12,208 Est. Cost $105.21 Unrealized +32.8%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $1,814 Shares 42,737 Est. Cost $30.01 Unrealized +20.2%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,791 Shares 8,618 Est. Cost $156.51 Unrealized +29.6%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,770 Shares 17,447 Est. Cost $85.35 Unrealized -2.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,763 Shares 3,085 Est. Cost $302.33 Unrealized +79.4%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $1,753 Shares 8,184 Est. Cost $121.92 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,744 Shares 15,810 Est. Cost $62.67 Unrealized +68.7%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $1,699 Shares 22,707 Est. Cost $45.85 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,654 Shares 24,040 Est. Cost $54.46 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $1,614 Shares 6,821 Est. Cost $220.51 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $1,594 Shares 15,834 Est. Cost $100.67 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,540 Shares 17,916 Est. Cost $58.56 Unrealized +32.2%
T AT&T INC COM 0.1%
Value ($000) $1,528 Shares 56,577 Est. Cost $16.21 Unrealized -0.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $1,526 Shares 22,532 Est. Cost $51.93 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,508 Shares 29,750 Est. Cost $50.69 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,427 Shares 9,785 Est. Cost $145.84 Unrealized
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,414 Shares 60,306 Est. Cost $16.84 Unrealized +13.6%
NKE NIKE INC CL B 0.1%
Value ($000) $1,398 Shares 9,612 Est. Cost $111.53 Unrealized +36.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,390 Shares 10,005 Est. Cost $100.11 Unrealized +12.0%
MMM 3M CO COM 0.1%
Value ($000) $1,328 Shares 7,574 Est. Cost $129.12 Unrealized +6.4%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,268 Shares 23,491 Est. Cost $39.48 Unrealized +7.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,262 Shares 9,708 Est. Cost $130.00 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $1,257 Shares 41,376 Est. Cost $30.38 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,242 Shares 12,940 Est. Cost $54.66 Unrealized +48.3%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,230 Shares 15,850 Est. Cost $47.62 Unrealized +76.8%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $1,223 Shares 4,510 Est. Cost $177.40 Unrealized +41.4%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,219 Shares 8,164 Est. Cost $127.32 Unrealized -5.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,212 Shares 5,066 Est. Cost $170.12 Unrealized +37.2%
AME AMETEK INC COM 0.1%
Value ($000) $1,165 Shares 9,400 Est. Cost $90.07 Unrealized +44.9%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $1,162 Shares 4,687 Est. Cost $166.51 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,136 Shares 19,383 Est. Cost $39.68 Unrealized +13.7%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,130 Shares 20,851 Est. Cost $59.93 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,117 Shares 23,762 Est. Cost $37.58 Unrealized +34.0%
BA BOEING CO COM 0.1%
Value ($000) $1,101 Shares 5,010 Est. Cost $217.48 Unrealized +2.5%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,096 Shares 4,387 Est. Cost $182.39 Unrealized +35.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,092 Shares 18,471 Est. Cost $47.26 Unrealized +16.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $1,079 Shares 7,068 Est. Cost $152.66 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,074 Shares 16,371 Est. Cost $65.60 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $1,073 Shares 32,217 Est. Cost $24.93 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,070 Shares 5,880 Est. Cost $99.67 Unrealized +63.3%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $1,047 Shares 3,361 Est. Cost $145.19 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,040 Shares 5,320 Est. Cost $110.31 Unrealized +45.7%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,035 Shares 5,772 Est. Cost $162.05 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,028 Shares 10,915 Est. Cost $57.99 Unrealized +57.3%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,007 Shares 5,555 Est. Cost $182.66 Unrealized +6.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $1,003 Shares 5,812 Est. Cost $83.86 Unrealized +101.1%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $996 Shares 3,273 Est. Cost $172.15 Unrealized +55.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $995 Shares 17,007 Est. Cost $40.38 Unrealized +37.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $992 Shares 9,636 Est. Cost $102.95 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $992 Shares 15,042 Est. Cost $50.41 Unrealized +29.8%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $982 Shares 414 Est. Cost $1953.52 Unrealized +13.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $982 Shares 8,355 Est. Cost $117.53 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $920 Shares 8,023 Est. Cost $104.92 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $915 Shares 10,791 Est. Cost $57.06 Unrealized +27.1%
TMP TOMPKINS FINL CORP COM 0.1%
Value ($000) $871 Shares 10,766 Est. Cost $67.43 Unrealized -2.9%
BLACKROCK INC COM 0.1%
Value ($000) $867 Shares 1,034 Est. Cost $480.31 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $860 Shares 13,148 Est. Cost $65.32 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $859 Shares 1,912 Est. Cost $268.44 Unrealized +55.8%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $856 Shares 4,263 Est. Cost $122.22 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $852 Shares 32,318 Est. Cost $69.27 Unrealized -73.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $837 Shares 13,981 Est. Cost $43.13 Unrealized +8.2%
INTU INTUIT COM 0.0%
Value ($000) $833 Shares 1,544 Est. Cost $484.56 Unrealized +8.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $822 Shares 2 Est. Cost $311378.80 Unrealized +35.7%
OKTA OKTA INC CL A 0.0%
Value ($000) $821 Shares 3,460 Est. Cost $43.15 Unrealized +475.3%
MCO MOODYS CORP COM 0.0%
Value ($000) $806 Shares 2,270 Est. Cost $219.11 Unrealized +65.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $796 Shares 4,066 Est. Cost $139.44 Unrealized +40.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $796 Shares 12,436 Est. Cost $46.32 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $793 Shares 5,265 Est. Cost $99.99 Unrealized +43.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $792 Shares 4,730 Est. Cost $123.50 Unrealized +28.1%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $775 Shares 22,581 Est. Cost $25.50 Unrealized +12.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $772 Shares 14,830 Est. Cost $37.90 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $756 Shares 3,941 Est. Cost $131.22 Unrealized +46.4%
DE DEERE & CO COM 0.0%
Value ($000) $743 Shares 2,218 Est. Cost $254.06 Unrealized +33.6%
AON AON PLC SHS CL A 0.0%
Value ($000) $741 Shares 2,596 Est. Cost $202.75 Unrealized +28.4%
EQT EQT CORP COM 0.0%
Value ($000) $740 Shares 36,180 Est. Cost $8.17 Unrealized +122.4%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $726 Shares 18,637 Est. Cost $29.26 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $725 Shares 9,244 Est. Cost $61.38 Unrealized +17.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $720 Shares 9,890 Est. Cost $36.09 Unrealized +86.7%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $719 Shares 18,539 Est. Cost $37.30 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $718 Shares 1,690 Est. Cost $303.06 Unrealized +37.9%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $712 Shares 6,955 Est. Cost $63.11 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $700 Shares 1,945 Est. Cost $202.15 Unrealized +66.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $697 Shares 5,534 Est. Cost $82.73 Unrealized +37.1%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $687 Shares 14,479 Est. Cost $38.20 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $684 Shares 4,136 Est. Cost $133.38 Unrealized +12.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $660 Shares 1,746 Est. Cost $228.83 Unrealized +52.9%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $659 Shares 8,042 Est. Cost $49.01 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $657 Shares 8,379 Est. Cost $61.57 Unrealized +10.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $657 Shares 6,760 Est. Cost $61.24 Unrealized +40.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $655 Shares 3,412 Est. Cost $115.60 Unrealized +45.3%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $636 Shares 34,022 Est. Cost $7.44 Unrealized +184.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $631 Shares 7,253 Est. Cost $56.66 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $616 Shares 8,820 Est. Cost $57.69 Unrealized +2.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $612 Shares 6,898 Est. Cost $25.67 Unrealized +84.2%
LINDE PLC SHS 0.0%
Value ($000) $609 Shares 2,076 Est. Cost $288.59 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $609 Shares 3,047 Est. Cost $191.94 Unrealized +4.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $587 Shares 2,389 Est. Cost $190.35 Unrealized +19.8%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $585 Shares 1,637 Est. Cost $336.18 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $585 Shares 2,560 Est. Cost $118.19 Unrealized +86.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $579 Shares 3,517 Est. Cost $82.04 Unrealized +97.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $576 Shares 8,476 Est. Cost $20.35 Unrealized +39.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $575 Shares 339 Est. Cost $1339.80 Unrealized +19.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $574 Shares 5,193 Est. Cost $43.06 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $573 Shares 8,167 Est. Cost $52.48 Unrealized +13.7%
WAB WABTEC COM 0.0%
Value ($000) $571 Shares 6,633 Est. Cost $79.07 Unrealized +6.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $568 Shares 9,471 Est. Cost $31.91 Unrealized +66.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $567 Shares 2,714 Est. Cost $167.06 Unrealized +24.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $560 Shares 7,164 Est. Cost $59.60 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $559 Shares 1,153 Est. Cost $28.16 Unrealized +57.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $550 Shares 5,587 Est. Cost $36.42 Unrealized +172.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $537 Shares 3,085 Est. Cost $156.43 Unrealized +5.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $536 Shares 5,211 Est. Cost $58.21 Unrealized +75.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $535 Shares 1,914 Est. Cost $251.81 Unrealized +11.8%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $527 Shares 5,655 Est. Cost $50.57 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $514 Shares 17,269 Est. Cost $27.54 Unrealized -5.6%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $512 Shares 6,789 Est. Cost $80.35 Unrealized +2.2%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $506 Shares 17,200 Est. Cost $39.57 Unrealized
KIRKLAND LAKE GOLD LTD COM 0.0%
Value ($000) $501 Shares 12,000 Est. Cost $41.42 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $501 Shares 2,365 Est. Cost $134.91 Unrealized +56.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $497 Shares 10,716 Est. Cost $29.63 Unrealized +14.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $493 Shares 10,644 Est. Cost $40.07 Unrealized +3.8%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $491 Shares 4,870 Est. Cost $46.01 Unrealized +54.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $490 Shares 13,331 Est. Cost $24.56 Unrealized +24.3%
FDX FEDEX CORP COM 0.0%
Value ($000) $483 Shares 2,198 Est. Cost $220.66 Unrealized +12.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $481 Shares 484 Est. Cost $296.76 Unrealized +13.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $478 Shares 2,381 Est. Cost $130.95 Unrealized +43.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $465 Shares 9,905 Est. Cost $17.73 Unrealized +105.3%
WSBC WESBANCO INC COM 0.0%
Value ($000) $450 Shares 13,083 Est. Cost $41.51 Unrealized -20.2%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $438 Shares 8,289 Est. Cost $41.98 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $437 Shares 24,791 Est. Cost $17.47 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $431 Shares 2,128 Est. Cost $16.08 Unrealized +123.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $426 Shares 2,802 Est. Cost $116.45 Unrealized +21.7%
FISV FISERV INC COM 0.0%
Value ($000) $422 Shares 3,896 Est. Cost $104.54 Unrealized +6.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $415 Shares 3,108 Est. Cost $113.13 Unrealized +2.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $413 Shares 2,622 Est. Cost $119.48 Unrealized +31.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $413 Shares 3,653 Est. Cost $87.34 Unrealized +30.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $406 Shares 4,127 Est. Cost $73.27 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $405 Shares 2,422 Est. Cost $155.29 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $395 Shares 4,900 Est. Cost $57.99 Unrealized +23.4%
FAST FASTENAL CO COM 0.0%
Value ($000) $392 Shares 7,604 Est. Cost $14.16 Unrealized +72.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $386 Shares 63,373 Est. Cost $6.70 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $383 Shares 17,716 Est. Cost $11.91 Unrealized +36.2%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $382 Shares 3,713 Est. Cost $62.95 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $378 Shares 1,096 Est. Cost $317.40 Unrealized +1.1%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $364 Shares 7,719 Est. Cost $31.13 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $363 Shares 4,103 Est. Cost $115.64 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $356 Shares 2,117 Est. Cost $80.94 Unrealized +102.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $354 Shares 1,182 Est. Cost $248.76 Unrealized +22.7%
MRNA MODERNA INC COM 0.0%
Value ($000) $354 Shares 920 Est. Cost $368.80 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $354 Shares 5,082 Est. Cost $60.75 Unrealized +8.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $353 Shares 5,495 Est. Cost $30.33 Unrealized +80.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $352 Shares 484 Est. Cost $620.02 Unrealized +22.4%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $351 Shares 8,619 Est. Cost $28.43 Unrealized +32.2%
ANSYS INC COM 0.0%
Value ($000) $351 Shares 1,033 Est. Cost $283.33 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $350 Shares 2,855 Est. Cost $119.91 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $344 Shares 1,995 Est. Cost $113.39 Unrealized +60.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $341 Shares 3,044 Est. Cost $83.42 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $340 Shares 4,949 Est. Cost $32.91 Unrealized +57.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $338 Shares 4,638 Est. Cost $58.34 Unrealized +7.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $336 Shares 589 Est. Cost $595.37 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $332 Shares 1,174 Est. Cost $290.91 Unrealized +12.7%
NVR NVR INC COM 0.0%
Value ($000) $330 Shares 69 Est. Cost $3065.87 Unrealized +65.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $330 Shares 4,272 Est. Cost $53.63 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $330 Shares 2,876 Est. Cost $107.49 Unrealized +4.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $327 Shares 2,847 Est. Cost $117.80 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $326 Shares 1,575 Est. Cost $107.75 Unrealized +84.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $323 Shares 1,388 Est. Cost $220.08 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $322 Shares 528 Est. Cost $40.03 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $321 Shares 1,256 Est. Cost $214.95 Unrealized +14.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $321 Shares 6,207 Est. Cost $44.59 Unrealized +13.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $312 Shares 6,024 Est. Cost $38.08 Unrealized +20.5%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $311 Shares 1,650 Est. Cost $129.62 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $307 Shares 531 Est. Cost $68.65 Unrealized -6.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $306 Shares 1,454 Est. Cost $208.00 Unrealized -2.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $290 Shares 4,694 Est. Cost $47.19 Unrealized +15.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $289 Shares 1,210 Est. Cost $168.50 Unrealized +49.8%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $288 Shares 5,388 Est. Cost $37.85 Unrealized +40.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $287 Shares 1,752 Est. Cost $164.39 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $285 Shares 2,931 Est. Cost $58.32 Unrealized +87.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $284 Shares 3,811 Est. Cost $87.93 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $282 Shares 2,241 Est. Cost $85.63 Unrealized +38.3%
PPG PPG INDS INC COM 0.0%
Value ($000) $282 Shares 1,977 Est. Cost $130.77 Unrealized +12.2%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $281 Shares 11,265 Est. Cost $18.54 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $281 Shares 695 Est. Cost $269.46 Unrealized +48.6%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $280 Shares 839 Est. Cost $289.60 Unrealized +10.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $280 Shares 1,662 Est. Cost $159.94 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $279 Shares 17,883 Est. Cost $11.53 Unrealized +4.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $279 Shares 3,935 Est. Cost $60.30 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $277 Shares 3,788 Est. Cost $35.22 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $276 Shares 1,991 Est. Cost $24.22 Unrealized +47.5%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $275 Shares 1,394 Est. Cost $170.52 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $271 Shares 4,040 Est. Cost $67.88 Unrealized -4.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $270 Shares 3,575 Est. Cost $71.69 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $270 Shares 725 Est. Cost $251.49 Unrealized +42.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $268 Shares 2,579 Est. Cost $73.87 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $268 Shares 3,839 Est. Cost $68.40 Unrealized -10.5%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $267 Shares 7,711 Est. Cost $21.85 Unrealized +35.5%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $266 Shares 4,315 Est. Cost $50.86 Unrealized +26.0%
CME CME GROUP INC COM 0.0%
Value ($000) $264 Shares 1,369 Est. Cost $169.20 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $260 Shares 5,400 Est. Cost $36.15 Unrealized +41.3%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $259 Shares 4,677 Est. Cost $55.13 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $258 Shares 2,485 Est. Cost $45.70 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $255 Shares 1,064 Est. Cost $199.86 Unrealized +28.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $254 Shares 3,448 Est. Cost $63.81 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $252 Shares 24,782 Est. Cost $24.95 Unrealized
REDFIN CORP COM 0.0%
Value ($000) $251 Shares 5,015 Est. Cost $41.87 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $250 Shares 458 Est. Cost $126.11 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $247 Shares 3,005 Est. Cost $82.17 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $246 Shares 508 Est. Cost $440.15 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $246 Shares 1,656 Est. Cost $148.55 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $245 Shares 2,092 Est. Cost $117.11 Unrealized
MOMENTIVE GLOBAL INC COM 0.0%
Value ($000) $245 Shares 12,500 Est. Cost $21.04 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $245 Shares 723 Est. Cost $278.00 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $244 Shares 4,611 Est. Cost $45.39 Unrealized +14.1%
DISCOVERY INC COM SER C 0.0%
Value ($000) $244 Shares 10,086 Est. Cost $26.93 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $240 Shares 1,225 Est. Cost $173.96 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $240 Shares 525 Est. Cost $412.56 Unrealized +15.8%
CERNER CORP COM 0.0%
Value ($000) $236 Shares 3,348 Est. Cost $72.15 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $231 Shares 3,744 Est. Cost $52.72 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $231 Shares 1,891 Est. Cost $116.80 Unrealized 0.0%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $231 Shares 16,338 Est. Cost $10.53 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $225 Shares 1,748 Est. Cost $105.71 Unrealized +23.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $225 Shares 3,037 Est. Cost $68.84 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $225 Shares 5,270 Est. Cost $33.48 Unrealized -3.6%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $223 Shares 4,535 Est. Cost $50.99 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $222 Shares 2,368 Est. Cost $88.26 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $218 Shares 5,203 Est. Cost $41.24 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $215 Shares 889 Est. Cost $235.34 Unrealized 0.0%
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $213 Shares 1,225 Est. Cost $172.24 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $211 Shares 2,357 Est. Cost $75.95 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $211 Shares 592 Est. Cost $391.72 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $209 Shares 7,035 Est. Cost $30.14 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $207 Shares 785 Est. Cost $245.17 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $206 Shares 790 Est. Cost $272.15 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $204 Shares 2,550 Est. Cost $80.78 Unrealized
RICE ACQUISITION CORP II UNIT 0.0%
Value ($000) $203 Shares 19,790 Est. Cost $10.21 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $203 Shares 1,118 Est. Cost $178.95 Unrealized 0.0%
ARCHAEA ENERGY INC COM CL A 0.0%
Value ($000) $189 Shares 10,000 Est. Cost $18.90 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $183 Shares 22,297 Est. Cost $6.01 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $141 Shares 10,007 Est. Cost $10.32 Unrealized 0.0%
FNB F N B CORP COM 0.0%
Value ($000) $129 Shares 11,146 Est. Cost $9.82 Unrealized 0.0%
JERICHO ENERGY VENTURES INC COM 0.0%
Value ($000) $104 Shares 221,100 Est. Cost $0.60 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $79 Shares 20,000 Est. Cost $4.20 Unrealized
NEUBASE THERAPEUTICS INC COM 0.0%
Value ($000) $72 Shares 20,088 Est. Cost $4.78 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $40 Shares 65,000 Est. Cost $0.57 Unrealized -11.2%
NATWEST GROUP PLC SHS 0.0%
Value ($000) $36 Shares 12,000 Est. Cost $1.33 Unrealized
VODPF VODAFONE GROUP PLC NEW SHS NEW 0.0%
Value ($000) $30 Shares 20,000 Est. Cost $1.02 Unrealized +17.0%
JGLCF JS GLOBAL LIFESTYLE COMPANY LTD USD0.00001 0.0%
Value ($000) $30 Shares 13,000 Est. Cost $0.40 Unrealized +3.7%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $22 Shares 12,000 Est. Cost $1.95 Unrealized -8.0%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $9 Shares 36,150 Est. Cost $0.11 Unrealized
FLOOF FLOWER ONE HLDGS INC ORD SHS 0.0%
Value ($000) $1 Shares 22,000 Est. Cost $0.14 Unrealized -10.3%
PROTEA BIOSCIENCES GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 100,400 Est. Cost Unrealized
CMGO CMG HLDGS GRP INC COM 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized +3.5%
POWER 3 MED PRODS INC COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $0 Shares 47,742 Est. Cost $0.02 Unrealized +0.1%
VXIT VIREXIT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.03 Unrealized -65.1%
USMJ NORTH AMERN CANNABIS HLDGS INC COM 0.0%
Value ($000) $0 Shares 54,000 Est. Cost $0.00 Unrealized -33.8%
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized +317.9%
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized