Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $1,609 (100.0% shares, 0.0% debt)

Holdings (375)

IWF ISHARES RUSSELL 1000 GROWTH ETF 9.0%
Value ($000) $145 Shares 691,383 Est. Cost $116.30 Unrealized
VTV VANGUARD VALUE ETF 8.3%
Value ($000) $133 Shares 1,078,357 Est. Cost $111.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.9%
Value ($000) $127 Shares 932,839 Est. Cost $118.15 Unrealized
VUG VANGUARD GROWTH ETF 5.6%
Value ($000) $90 Shares 421,306 Est. Cost $214.55 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.0%
Value ($000) $49 Shares 511,529 Est. Cost $71.75 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.7%
Value ($000) $43 Shares 118,992 Est. Cost $331.57 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.6%
Value ($000) $41 Shares 401,022 Est. Cost $109.41 Unrealized
AAPL APPLE INC COM 2.2%
Value ($000) $35 Shares 252,325 Est. Cost $104.08 Unrealized +35.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 2.1%
Value ($000) $34 Shares 715,749 Est. Cost $49.92 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.8%
Value ($000) $29 Shares 199,017 Est. Cost $106.95 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $26 Shares 712,439 Est. Cost $42.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.6%
Value ($000) $26 Shares 63,724 Est. Cost $461.63 Unrealized
CBU COMMUNITY BK SYS INC COM 1.6%
Value ($000) $26 Shares 421,790 Est. Cost $53.53 Unrealized +4.7%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 1.6%
Value ($000) $25 Shares 643,284 Est. Cost $39.06 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $22 Shares 95,702 Est. Cost $138.32 Unrealized +69.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 1.3%
Value ($000) $21 Shares 109,753 Est. Cost $161.21 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $21 Shares 384,223 Est. Cost $72.75 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.3%
Value ($000) $21 Shares 57,353 Est. Cost $389.51 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.3%
Value ($000) $20 Shares 158,058 Est. Cost $104.99 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.3%
Value ($000) $20 Shares 97,864 Est. Cost $174.08 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.0%
Value ($000) $16 Shares 78,283 Est. Cost $145.28 Unrealized
SYK STRYKER CORPORATION COM 1.0%
Value ($000) $16 Shares 78,979 Est. Cost $78.95 Unrealized +178.4%
IJH ISHARES CORE S&P MID-CAP ETF 1.0%
Value ($000) $16 Shares 72,434 Est. Cost $247.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.0%
Value ($000) $16 Shares 435,117 Est. Cost $40.21 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.0%
Value ($000) $15 Shares 1,205,568 Est. Cost $11.05 Unrealized +13.7%
ACWI ISHARES MSCI ACWI ETF 0.9%
Value ($000) $15 Shares 189,932 Est. Cost $63.47 Unrealized
AMZN AMAZON COM INC COM 0.9%
Value ($000) $15 Shares 128,679 Est. Cost $123.48 Unrealized -20.0%
CPB CAMPBELL SOUP CO COM 0.9%
Value ($000) $14 Shares 297,353 Est. Cost $37.42 Unrealized +25.9%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.9%
Value ($000) $14 Shares 243,581 Est. Cost $62.68 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $14 Shares 214,667 Est. Cost $58.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $13 Shares 48,966 Est. Cost $216.27 Unrealized +37.3%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $12 Shares 219,297 Est. Cost $87.49 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.7%
Value ($000) $11 Shares 274,211 Est. Cost $41.57 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $11 Shares 34,259 Est. Cost $369.44 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value ($000) $11 Shares 203,253 Est. Cost $55.43 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.7%
Value ($000) $10 Shares 174,138 Est. Cost $82.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $9 Shares 93,886 Est. Cost $108.57 Unrealized -12.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $9 Shares 205,768 Est. Cost $45.98 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.5%
Value ($000) $9 Shares 220,265 Est. Cost $42.82 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $8 Shares 86,433 Est. Cost $49.47 Unrealized +94.6%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $7 Shares 77,931 Est. Cost $108.46 Unrealized -13.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $7 Shares 42,895 Est. Cost $113.26 Unrealized +38.7%
REET ISHARES GLOBAL REIT ETF 0.4%
Value ($000) $7 Shares 309,849 Est. Cost $22.03 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $6 Shares 79,685 Est. Cost $79.38 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $6 Shares 12,630 Est. Cost $289.06 Unrealized +73.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $6 Shares 150,476 Est. Cost $62.20 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $6 Shares 151,853 Est. Cost $42.70 Unrealized -2.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $6 Shares 32,680 Est. Cost $168.74 Unrealized
MSA MSA SAFETY INC COM 0.4%
Value ($000) $6 Shares 52,841 Est. Cost $100.71 Unrealized +30.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $5 Shares 64,621 Est. Cost $83.23 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $5 Shares 40,483 Est. Cost $80.35 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $5 Shares 37,719 Est. Cost $96.90 Unrealized +33.9%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $4 Shares 42,328 Est. Cost $110.23 Unrealized +6.7%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $4 Shares 27,675 Est. Cost $161.31 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $4 Shares 16,416 Est. Cost $256.07 Unrealized -26.1%
STBA S & T BANCORP INC COM 0.3%
Value ($000) $4 Shares 146,558 Est. Cost $39.12 Unrealized -10.5%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.3%
Value ($000) $4 Shares 108,805 Est. Cost $45.03 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $4 Shares 39,859 Est. Cost $45.51 Unrealized +140.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4 Shares 33,859 Est. Cost $90.50 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.3%
Value ($000) $4 Shares 80,585 Est. Cost $50.51 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $4 Shares 17,933 Est. Cost $165.23 Unrealized +46.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4 Shares 55,967 Est. Cost $61.48 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $4 Shares 29,850 Est. Cost $60.79 Unrealized +125.7%
META META PLATFORMS INC CL A 0.2%
Value ($000) $4 Shares 29,281 Est. Cost $159.15 Unrealized -26.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $4 Shares 34,183 Est. Cost $69.92 Unrealized +55.7%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $4 Shares 19,551 Est. Cost $183.74 Unrealized
XTL SPDR S&P TELECOM ETF 0.2%
Value ($000) $4 Shares 49,518 Est. Cost $59.17 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $4 Shares 11,636 Est. Cost $178.86 Unrealized +93.3%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $4 Shares 20,876 Est. Cost $218.43 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $3 Shares 15,000 Est. Cost $191.64 Unrealized +28.0%
BX BLACKSTONE INC COM 0.2%
Value ($000) $3 Shares 41,233 Est. Cost $34.56 Unrealized +127.5%
V VISA INC COM CL A 0.2%
Value ($000) $3 Shares 19,315 Est. Cost $152.13 Unrealized +29.5%
PEP PEPSICO INC COM 0.2%
Value ($000) $3 Shares 21,016 Est. Cost $103.76 Unrealized +55.1%
WMT WALMART INC COM 0.2%
Value ($000) $3 Shares 25,507 Est. Cost $34.29 Unrealized +33.1%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3 Shares 22,194 Est. Cost $119.54 Unrealized +19.8%
HD HOME DEPOT INC COM 0.2%
Value ($000) $3 Shares 11,892 Est. Cost $212.32 Unrealized +32.4%
KO COCA COLA CO COM 0.2%
Value ($000) $3 Shares 56,538 Est. Cost $43.60 Unrealized +26.0%
MRK MERCK & CO INC COM 0.2%
Value ($000) $3 Shares 35,984 Est. Cost $60.21 Unrealized +54.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3 Shares 34,309 Est. Cost $91.99 Unrealized
EQT EQT CORP COM 0.2%
Value ($000) $3 Shares 71,543 Est. Cost $14.66 Unrealized +161.0%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3 Shares 17,376 Est. Cost $138.72 Unrealized +28.9%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $3 Shares 17,434 Est. Cost $63.65 Unrealized +26.1%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $3 Shares 79,104 Est. Cost $32.63 Unrealized +24.2%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $3 Shares 23,558 Est. Cost $135.02 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $3 Shares 77,805 Est. Cost $41.79 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3 Shares 18,874 Est. Cost $89.09 Unrealized +72.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3 Shares 41,331 Est. Cost $56.72 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $3 Shares 59,412 Est. Cost $28.70 Unrealized +40.0%
XRT SPDR S&P RETAIL ETF 0.2%
Value ($000) $3 Shares 44,519 Est. Cost $89.21 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $2 Shares 21,318 Est. Cost $66.30 Unrealized +74.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $2 Shares 7,992 Est. Cost $227.40 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $2 Shares 20,255 Est. Cost $18.32 Unrealized -20.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $2 Shares 4,675 Est. Cost $390.61 Unrealized +34.4%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $2 Shares 22,707 Est. Cost $45.85 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $2 Shares 24,205 Est. Cost $130.40 Unrealized -28.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $2 Shares 12,984 Est. Cost $203.84 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2 Shares 20,293 Est. Cost $154.58 Unrealized -34.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2 Shares 21,645 Est. Cost $71.13 Unrealized +37.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $2 Shares 7,360 Est. Cost $217.19 Unrealized +48.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2 Shares 8,125 Est. Cost $137.44 Unrealized +92.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $2 Shares 70,701 Est. Cost $35.59 Unrealized -15.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $2 Shares 12,897 Est. Cost $107.24 Unrealized +42.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2 Shares 66,483 Est. Cost $27.78 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $2 Shares 50,000 Est. Cost $22.84 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $2 Shares 11,842 Est. Cost $205.36 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $2 Shares 29,229 Est. Cost $58.66 Unrealized +24.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $2 Shares 9,355 Est. Cost $101.68 Unrealized +85.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $2 Shares 34,395 Est. Cost $50.12 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $2 Shares 15,741 Est. Cost $114.04 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2 Shares 9,265 Est. Cost $158.41 Unrealized +24.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2 Shares 24,939 Est. Cost $55.24 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2 Shares 5,701 Est. Cost $187.76 Unrealized +62.3%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $2 Shares 7,635 Est. Cost $188.11 Unrealized +17.2%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $2 Shares 43,649 Est. Cost $28.32 Unrealized +62.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $2 Shares 10,733 Est. Cost $211.44 Unrealized -31.8%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1 Shares 101,603 Est. Cost $11.91 Unrealized -11.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1 Shares 9,120 Est. Cost $163.89 Unrealized +26.0%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $1 Shares 48,846 Est. Cost $30.69 Unrealized +3.3%
MTB M & T BK CORP COM 0.1%
Value ($000) $1 Shares 8,317 Est. Cost $127.54 Unrealized +15.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1 Shares 17,635 Est. Cost $59.56 Unrealized +47.2%
INTC INTEL CORP COM 0.1%
Value ($000) $1 Shares 55,041 Est. Cost $44.36 Unrealized -39.9%
SM SM ENERGY CO COM 0.1%
Value ($000) $1 Shares 37,548 Est. Cost $64.81 Unrealized -40.6%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $1 Shares 5,074 Est. Cost $271.42 Unrealized +17.8%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1 Shares 16,532 Est. Cost $63.22 Unrealized +38.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1 Shares 19,516 Est. Cost $49.11 Unrealized +32.8%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1 Shares 7,310 Est. Cost $221.99 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1 Shares 2,903 Est. Cost $342.38 Unrealized +36.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1 Shares 3,630 Est. Cost $48.78 Unrealized +60.2%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $1 Shares 18,309 Est. Cost $64.07 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $1 Shares 18,122 Est. Cost $76.76 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1 Shares 16,319 Est. Cost $83.29 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $1 Shares 22,512 Est. Cost $51.93 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $1 Shares 15,837 Est. Cost $48.16 Unrealized +101.3%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1 Shares 60,306 Est. Cost $16.84 Unrealized +12.9%
PIONEER NAT RES CO COM 0.1%
Value ($000) $1 Shares 6,000 Est. Cost $209.33 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1 Shares 15,147 Est. Cost $58.61 Unrealized +38.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1 Shares 9,785 Est. Cost $145.84 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1 Shares 4,695 Est. Cost $193.52 Unrealized +17.9%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $1 Shares 5,254 Est. Cost $174.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1 Shares 9,801 Est. Cost $102.17 Unrealized +20.4%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $1 Shares 7,709 Est. Cost $128.46 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1 Shares 7,041 Est. Cost $109.87 Unrealized +34.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1 Shares 14,487 Est. Cost $64.82 Unrealized +13.9%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1 Shares 8,409 Est. Cost $114.53 Unrealized +21.2%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1 Shares 25,631 Est. Cost $42.91 Unrealized -13.6%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $1 Shares 22,896 Est. Cost $52.55 Unrealized
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1 Shares 18,160 Est. Cost $49.21 Unrealized +32.3%
DESKTOP METAL INC COM CL A 0.1%
Value ($000) $1 Shares 417,478 Est. Cost $4.95 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1 Shares 11,137 Est. Cost $60.45 Unrealized +42.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1 Shares 19,167 Est. Cost $42.06 Unrealized +37.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1 Shares 2,208 Est. Cost $228.59 Unrealized +116.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1 Shares 27,068 Est. Cost $39.31 Unrealized -21.7%
NKE NIKE INC CL B 0.1%
Value ($000) $1 Shares 12,129 Est. Cost $113.04 Unrealized -15.7%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $1 Shares 3,605 Est. Cost $200.44 Unrealized +49.1%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1 Shares 17,308 Est. Cost $66.33 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1 Shares 11,591 Est. Cost $129.09 Unrealized -38.1%
FDX FEDEX CORP COM 0.1%
Value ($000) $1 Shares 6,669 Est. Cost $218.68 Unrealized -29.1%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $1 Shares 9,507 Est. Cost $125.41 Unrealized -10.0%
AME AMETEK INC COM 0.1%
Value ($000) $1 Shares 8,736 Est. Cost $90.07 Unrealized +44.1%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1 Shares 39,441 Est. Cost $21.91 Unrealized +50.6%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1 Shares 15,385 Est. Cost $51.03 Unrealized +38.6%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1 Shares 21,766 Est. Cost $59.61 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1 Shares 13,460 Est. Cost $104.57 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1 Shares 45,870 Est. Cost $10.56 Unrealized +85.9%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $1 Shares 18,289 Est. Cost $50.39 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1 Shares 59,227 Est. Cost $16.15 Unrealized -6.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $1 Shares 8,721 Est. Cost $140.64 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 4,583 Est. Cost $153.10 Unrealized +24.2%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $1 Shares 23,808 Est. Cost $24.93 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $1 Shares 3,657 Est. Cost $38.79 Unrealized -27.7%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1 Shares 11,759 Est. Cost $41.33 Unrealized +79.5%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1 Shares 3,025 Est. Cost $383.45 Unrealized -14.2%
AON AON PLC SHS CL A 0.1%
Value ($000) $1 Shares 3,152 Est. Cost $217.69 Unrealized +31.2%
INTU INTUIT COM 0.1%
Value ($000) $1 Shares 2,163 Est. Cost $470.30 Unrealized -17.3%
LAD LITHIA MTRS INC COM 0.1%
Value ($000) $1 Shares 3,885 Est. Cost $308.90 Unrealized -30.8%
DE DEERE & CO COM 0.1%
Value ($000) $1 Shares 2,496 Est. Cost $263.22 Unrealized +47.7%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1 Shares 21,180 Est. Cost $37.58 Unrealized +13.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1 Shares 2 Est. Cost $311378.80 Unrealized +44.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $1 Shares 10,011 Est. Cost $34.82 Unrealized +140.2%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 5,366 Est. Cost $113.68 Unrealized +22.5%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $1 Shares 3,361 Est. Cost $145.19 Unrealized
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $1 Shares 10,766 Est. Cost $67.43 Unrealized +3.4%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $1 Shares 4,755 Est. Cost $129.16 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 8,020 Est. Cost $111.11 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $1 Shares 357 Est. Cost $1372.55 Unrealized +76.1%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $1 Shares 11,998 Est. Cost $69.59 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 15,462 Est. Cost $74.18 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $1 Shares 1,689 Est. Cost $35.51 Unrealized +34.1%
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 6,119 Est. Cost $213.32 Unrealized -23.3%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1 Shares 4,857 Est. Cost $180.89 Unrealized -13.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 5,443 Est. Cost $127.46 Unrealized +11.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 9,245 Est. Cost $65.99 Unrealized +16.4%
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 21,266 Est. Cost $48.23 Unrealized -13.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $1 Shares 6,980 Est. Cost $131.32 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $1 Shares 8,550 Est. Cost $101.26 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 20,563 Est. Cost $50.03 Unrealized -25.9%
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 6,360 Est. Cost $129.12 Unrealized -29.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 4,875 Est. Cost $166.88 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 410 Est. Cost $1958.53 Unrealized -4.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1 Shares 2,292 Est. Cost $246.26 Unrealized +30.6%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $1 Shares 23,258 Est. Cost $25.56 Unrealized +12.5%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $1 Shares 6,474 Est. Cost $104.66 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $1 Shares 12,356 Est. Cost $65.32 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 9,314 Est. Cost $62.80 Unrealized +17.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $1 Shares 10,180 Est. Cost $53.54 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 2,685 Est. Cost $230.24 Unrealized +15.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 7,052 Est. Cost $142.48 Unrealized -34.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 2,857 Est. Cost $143.83 Unrealized +59.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $1 Shares 7,432 Est. Cost $26.94 Unrealized +79.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 10,468 Est. Cost $57.28 Unrealized +23.6%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $1 Shares 18,637 Est. Cost $29.26 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $1 Shares 2,385 Est. Cost $288.91 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1 Shares 8,689 Est. Cost $59.51 Unrealized +42.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 5,890 Est. Cost $40.32 Unrealized +221.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 15,654 Est. Cost $40.97 Unrealized -0.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 3,931 Est. Cost $123.87 Unrealized +22.6%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 13,178 Est. Cost $56.03 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 18,454 Est. Cost $55.20 Unrealized -35.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 1,936 Est. Cost $310.47 Unrealized +3.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $1 Shares 14,330 Est. Cost $43.29 Unrealized -15.2%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $1 Shares 5,751 Est. Cost $99.90 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $1 Shares 4,526 Est. Cost $134.52 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $1 Shares 14,497 Est. Cost $38.20 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $1 Shares 4,889 Est. Cost $117.53 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 6,711 Est. Cost $79.07 Unrealized +18.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $1 Shares 6,066 Est. Cost $104.42 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $1 Shares 967 Est. Cost $480.31 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $1 Shares 21,997 Est. Cost $31.06 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $1 Shares 3,475 Est. Cost $298.88 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $1 Shares 4,062 Est. Cost $133.32 Unrealized -4.1%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 6,149 Est. Cost $82.47 Unrealized +13.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1 Shares 6,349 Est. Cost $119.52 Unrealized -22.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $1 Shares 6,371 Est. Cost $85.15 Unrealized -13.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $1 Shares 1,332 Est. Cost $330.19 Unrealized +29.2%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 6,296 Est. Cost $63.11 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $1 Shares 6,788 Est. Cost $61.41 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 2,849 Est. Cost $171.73 Unrealized -12.1%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $1 Shares 7,461 Est. Cost $49.01 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $100.75 Unrealized -6.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 2,223 Est. Cost $193.03 Unrealized +15.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 2,391 Est. Cost $255.04 Unrealized -11.9%
KINIKSA PHARMACEUTICALS LTD COM CL A 0.0%
Value ($000) $0 Shares 37,696 Est. Cost $9.92 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 2,549 Est. Cost $157.45 Unrealized +27.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 7,324 Est. Cost $76.91 Unrealized -14.2%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $0 Shares 1,725 Est. Cost $348.90 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 652 Est. Cost $40.95 Unrealized +31.3%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $0 Shares 1,007 Est. Cost $302.83 Unrealized +60.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 6,697 Est. Cost $56.66 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $0 Shares 4,872 Est. Cost $103.61 Unrealized -3.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 10,913 Est. Cost $30.26 Unrealized +15.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 2,933 Est. Cost $118.49 Unrealized +42.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $0 Shares 7,164 Est. Cost $59.60 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 13,334 Est. Cost $24.82 Unrealized +31.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $0 Shares 3,181 Est. Cost $153.60 Unrealized -3.8%
WSBC WESBANCO INC COM 0.0%
Value ($000) $0 Shares 13,083 Est. Cost $41.51 Unrealized -7.5%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $0 Shares 6,472 Est. Cost $34.92 Unrealized +5.3%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 5,769 Est. Cost $83.86 Unrealized -9.2%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 2,857 Est. Cost $127.99 Unrealized +10.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,966 Est. Cost $60.57 Unrealized -11.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 2,176 Est. Cost $17.40 Unrealized +131.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 5,012 Est. Cost $79.94 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $0 Shares 5,530 Est. Cost $30.89 Unrealized +148.0%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $0 Shares 24,791 Est. Cost $17.47 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 2,644 Est. Cost $152.02 Unrealized +2.6%
RICE ACQUISITION CORP II UNIT 0.0%
Value ($000) $0 Shares 39,714 Est. Cost $10.10 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 1,699 Est. Cost $211.07 Unrealized +7.1%
ANSYS INC COM 0.0%
Value ($000) $0 Shares 1,763 Est. Cost $294.44 Unrealized
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $0 Shares 27,000 Est. Cost $19.27 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 9,252 Est. Cost $52.36 Unrealized -22.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $0 Shares 5,639 Est. Cost $53.63 Unrealized +11.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3,110 Est. Cost $122.29 Unrealized +14.2%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $0 Shares 10,706 Est. Cost $18.68 Unrealized +113.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $0 Shares 1,106 Est. Cost $233.56 Unrealized +57.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $0 Shares 1,995 Est. Cost $311.23 Unrealized -21.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 1,642 Est. Cost $222.04 Unrealized +8.6%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $0 Shares 8,289 Est. Cost $41.98 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 10,684 Est. Cost $18.71 Unrealized +81.3%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $0 Shares 8,639 Est. Cost $49.03 Unrealized -10.6%
CDW CDW CORP COM 0.0%
Value ($000) $0 Shares 2,329 Est. Cost $173.93 Unrealized -2.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 4,485 Est. Cost $69.53 Unrealized +31.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 62,283 Est. Cost $6.70 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $0 Shares 3,124 Est. Cost $113.18 Unrealized -0.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 4,100 Est. Cost $85.59 Unrealized -5.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $0 Shares 7,561 Est. Cost $14.37 Unrealized +57.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 1,448 Est. Cost $142.45 Unrealized +63.7%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 4,170 Est. Cost $89.91 Unrealized -14.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 5,999 Est. Cost $43.24 Unrealized +41.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $0 Shares 1,464 Est. Cost $219.65 Unrealized +18.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 29,428 Est. Cost $18.34 Unrealized -38.4%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 8,751 Est. Cost $28.61 Unrealized +27.5%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 12,585 Est. Cost $27.63 Unrealized -1.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 9,199 Est. Cost $77.00 Unrealized -54.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 6,397 Est. Cost $20.45 Unrealized +22.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 4,576 Est. Cost $71.82 Unrealized -2.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 1,487 Est. Cost $249.36 Unrealized -15.4%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $0 Shares 7,963 Est. Cost $39.93 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 3,197 Est. Cost $69.86 Unrealized +52.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $0 Shares 6,182 Est. Cost $57.68 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $0 Shares 2,155 Est. Cost $116.44 Unrealized +36.8%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 5,109 Est. Cost $35.82 Unrealized +65.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1,142 Est. Cost $283.77 Unrealized -0.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $0 Shares 2,094 Est. Cost $167.06 Unrealized -15.1%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $0 Shares 7,840 Est. Cost $31.25 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $0 Shares 614 Est. Cost $408.58 Unrealized +24.3%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 18,353 Est. Cost $12.02 Unrealized +23.0%
NVR NVR INC COM 0.0%
Value ($000) $0 Shares 73 Est. Cost $3131.33 Unrealized +40.4%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $0 Shares 17,293 Est. Cost $39.57 Unrealized
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value ($000) $0 Shares 13,425 Est. Cost $27.71 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $0 Shares 6,528 Est. Cost $28.00 Unrealized +32.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 1,704 Est. Cost $111.72 Unrealized +50.6%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 3,293 Est. Cost $48.90 Unrealized +16.6%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $0 Shares 4,448 Est. Cost $57.78 Unrealized -16.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 3,022 Est. Cost $119.44 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $0 Shares 3,163 Est. Cost $60.03 Unrealized +76.5%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $0 Shares 4,403 Est. Cost $46.15 Unrealized +39.5%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 4,410 Est. Cost $53.47 Unrealized +21.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 20,083 Est. Cost $11.68 Unrealized +7.0%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $0 Shares 4,139 Est. Cost $64.51 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 2,367 Est. Cost $95.21 Unrealized +23.7%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 4,574 Est. Cost $56.38 Unrealized +10.8%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 9,725 Est. Cost $19.48 Unrealized +24.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 6,522 Est. Cost $38.77 Unrealized +1.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 2,627 Est. Cost $90.49 Unrealized -6.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2,808 Est. Cost $80.74 Unrealized +0.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 2,180 Est. Cost $130.35 Unrealized -12.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $0 Shares 5,505 Est. Cost $34.46 Unrealized -5.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 3,118 Est. Cost $67.78 Unrealized +7.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 6,716 Est. Cost $44.59 Unrealized -12.8%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $0 Shares 776 Est. Cost $301.65 Unrealized +3.8%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 3,861 Est. Cost $60.69 Unrealized +6.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,301 Est. Cost $180.06 Unrealized +12.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 1,808 Est. Cost $158.57 Unrealized -15.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $0 Shares 2,150 Est. Cost $134.53 Unrealized -24.9%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $0 Shares 4,248 Est. Cost $50.92 Unrealized +20.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $0 Shares 2,529 Est. Cost $108.42 Unrealized -11.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 2,833 Est. Cost $84.70 Unrealized +29.6%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $0 Shares 2,659 Est. Cost $76.65 Unrealized +6.5%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $0 Shares 4,184 Est. Cost $90.82 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $0 Shares 2,110 Est. Cost $116.30 Unrealized -1.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 20,060 Est. Cost $13.51 Unrealized -25.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $0 Shares 876 Est. Cost $247.24 Unrealized +18.1%
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 9,735 Est. Cost $25.05 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $0 Shares 595 Est. Cost $561.24 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,818 Est. Cost $73.71 Unrealized +9.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $0 Shares 4,029 Est. Cost $57.76 Unrealized -14.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $0 Shares 7,600 Est. Cost $25.62 Unrealized +10.2%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $0 Shares 5,400 Est. Cost $36.15 Unrealized +23.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $0 Shares 727 Est. Cost $278.00 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $0 Shares 2,531 Est. Cost $81.00 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $0 Shares 2,446 Est. Cost $86.67 Unrealized -16.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $196.18 Unrealized +12.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $69.86 Unrealized -20.3%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $0 Shares 5,952 Est. Cost $38.00 Unrealized -11.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $0 Shares 10,100 Est. Cost $16.63 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $0 Shares 22,297 Est. Cost $6.01 Unrealized
FREQUENCY THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 70,670 Est. Cost $1.50 Unrealized
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $0 Shares 16,430 Est. Cost $10.53 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $4.20 Unrealized
SUMO LOGIC INC COM 0.0%
Value ($000) $0 Shares 11,318 Est. Cost $13.52 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 10,315 Est. Cost $9.69 Unrealized -11.0%
JROOF JERICHO ENERGY VENTURES INC COM&VARB VTG SHS 0.0%
Value ($000) $0 Shares 225,100 Est. Cost $0.29 Unrealized -7.8%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $0 Shares 26,874 Est. Cost $19.91 Unrealized
NEUBASE THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 79,620 Est. Cost $2.60 Unrealized
RBSPF NATWEST GROUP PLC ORD GBP1.0769 0.0%
Value ($000) $0 Shares 11,142 Est. Cost $3.03 Unrealized -7.0%
GLOBALSTAR INC COM 0.0%
Value ($000) $0 Shares 14,438 Est. Cost $1.45 Unrealized
VOD VODAFONE GROUP PLC SHS NEW 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $1.96 Unrealized -35.5%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $0 Shares 11,454 Est. Cost $1.05 Unrealized
JGLCF JS GLOBAL LIFESTYLE CO LTD ORD SHS 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.23 Unrealized -30.2%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $0 Shares 36,150 Est. Cost $0.11 Unrealized
MMNFQ MEDMEN ENTERPRISES INC SHS 0.0%
Value ($000) $0 Shares 29,575 Est. Cost $0.14 Unrealized -75.7%
PROTEA BIOSCIENCES GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 100,400 Est. Cost Unrealized
USMJ NORTH AMERN CANNABIS HLDGS INC COM 0.0%
Value ($000) $0 Shares 54,000 Est. Cost $0.00 Unrealized -77.1%
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized -6.6%
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized