Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 9, 2024

Total Value ($000): $2,215,555 (100.0% shares, 0.0% debt)

Holdings (435)

IWF ISHARES RUSSELL 1000 GROWTH ETF 9.7%
Value ($000) $214,924 Shares 637,661 Est. Cost $129.69 Unrealized
VTV VANGUARD VALUE ETF 8.4%
Value ($000) $187,042 Shares 1,148,486 Est. Cost $117.29 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8.2%
Value ($000) $181,335 Shares 2,672,199 Est. Cost $61.96 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.3%
Value ($000) $161,276 Shares 900,430 Est. Cost $119.15 Unrealized
VUG VANGUARD GROWTH ETF 6.9%
Value ($000) $153,512 Shares 445,995 Est. Cost $224.98 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 2.7%
Value ($000) $59,832 Shares 1,182,441 Est. Cost $50.29 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 2.6%
Value ($000) $58,595 Shares 1,060,927 Est. Cost $42.12 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.1%
Value ($000) $47,563 Shares 90,644 Est. Cost $331.57 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.1%
Value ($000) $47,147 Shares 389,680 Est. Cost $71.75 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.1%
Value ($000) $46,070 Shares 531,559 Est. Cost $69.19 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.8%
Value ($000) $39,260 Shares 247,211 Est. Cost $133.60 Unrealized
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $38,176 Shares 90,739 Est. Cost $145.53 Unrealized +174.4%
MUB ISHARES NATIONAL MUNI BOND ETF 1.6%
Value ($000) $36,514 Shares 339,351 Est. Cost $109.41 Unrealized
AAPL APPLE INC COM 1.6%
Value ($000) $35,645 Shares 207,869 Est. Cost $104.60 Unrealized +72.3%
VBR VANGUARD SMALL CAP VALUE ETF 1.6%
Value ($000) $35,532 Shares 185,177 Est. Cost $115.88 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.3%
Value ($000) $29,218 Shares 97,368 Est. Cost $164.58 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.2%
Value ($000) $26,603 Shares 558,642 Est. Cost $45.85 Unrealized
SYK STRYKER CORPORATION COM 1.2%
Value ($000) $26,337 Shares 73,430 Est. Cost $78.95 Unrealized +318.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 1.1%
Value ($000) $25,374 Shares 97,320 Est. Cost $167.47 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $23,237 Shares 85,808 Est. Cost $178.79 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.0%
Value ($000) $21,893 Shares 198,792 Est. Cost $65.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.0%
Value ($000) $21,285 Shares 38,184 Est. Cost $461.36 Unrealized
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $19,764 Shares 21,873 Est. Cost $21.18 Unrealized +242.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $19,495 Shares 46,359 Est. Cost $219.70 Unrealized +79.0%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $18,437 Shares 35,070 Est. Cost $389.51 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.8%
Value ($000) $18,244 Shares 183,503 Est. Cost $99.61 Unrealized
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $18,206 Shares 37,873 Est. Cost $384.42 Unrealized
AMZN AMAZON COM INC COM 0.8%
Value ($000) $17,034 Shares 94,435 Est. Cost $123.48 Unrealized +35.2%
FCF FIRST COMWLTH FINL CORP PA COM 0.8%
Value ($000) $16,772 Shares 1,204,858 Est. Cost $12.06 Unrealized +6.9%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $15,258 Shares 208,894 Est. Cost $59.61 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $13,704 Shares 174,262 Est. Cost $77.80 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $13,465 Shares 88,436 Est. Cost $108.57 Unrealized +32.0%
META META PLATFORMS INC CL A 0.6%
Value ($000) $12,854 Shares 26,472 Est. Cost $163.69 Unrealized +170.8%
REET ISHARES GLOBAL REIT ETF 0.6%
Value ($000) $12,637 Shares 533,642 Est. Cost $22.52 Unrealized
CBU COMMUNITY BK SYS INC COM 0.5%
Value ($000) $11,057 Shares 228,070 Est. Cost $53.53 Unrealized -18.3%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $10,923 Shares 14,040 Est. Cost $208.99 Unrealized +236.1%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $10,536 Shares 69,810 Est. Cost $108.94 Unrealized +30.3%
MSA MSA SAFETY INC COM 0.4%
Value ($000) $9,446 Shares 48,792 Est. Cost $100.71 Unrealized +74.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $9,158 Shares 150,000 Est. Cost $62.20 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $8,905 Shares 44,460 Est. Cost $114.36 Unrealized +51.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $8,720 Shares 143,554 Est. Cost $97.97 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.4%
Value ($000) $8,634 Shares 201,641 Est. Cost $42.65 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $7,916 Shares 106,652 Est. Cost $59.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $7,193 Shares 143,382 Est. Cost $42.82 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $6,803 Shares 41,926 Est. Cost $101.39 Unrealized +47.8%
BX BLACKSTONE INC COM 0.3%
Value ($000) $6,742 Shares 51,323 Est. Cost $45.45 Unrealized +161.2%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $6,726 Shares 151,325 Est. Cost $38.28 Unrealized +5.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $6,597 Shares 41,704 Est. Cost $115.92 Unrealized +29.6%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $6,523 Shares 130,704 Est. Cost $42.74 Unrealized +10.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $6,142 Shares 23,631 Est. Cost $194.76 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $6,088 Shares 21,136 Est. Cost $199.68 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,953 Shares 32,690 Est. Cost $80.12 Unrealized +102.2%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $5,823 Shares 34,397 Est. Cost $71.66 Unrealized +107.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $5,739 Shares 11,600 Est. Cost $316.72 Unrealized +54.4%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5,677 Shares 48,836 Est. Cost $51.36 Unrealized +91.0%
V VISA INC COM CL A 0.2%
Value ($000) $5,493 Shares 19,681 Est. Cost $161.20 Unrealized +69.0%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $5,041 Shares 17,741 Est. Cost $63.65 Unrealized +147.8%
AMGN AMGEN INC COM 0.2%
Value ($000) $4,946 Shares 17,395 Est. Cost $165.74 Unrealized +66.6%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $4,753 Shares 24,362 Est. Cost $135.15 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $4,725 Shares 78,521 Est. Cost $49.10 Unrealized +14.1%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $4,702 Shares 146,558 Est. Cost $30.39 Unrealized +5.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $4,489 Shares 40,622 Est. Cost $85.48 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $4,365 Shares 21,103 Est. Cost $67.69 Unrealized +152.1%
MRK MERCK & CO INC COM 0.2%
Value ($000) $4,164 Shares 31,378 Est. Cost $66.83 Unrealized +73.2%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $4,078 Shares 47,153 Est. Cost $79.38 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $3,923 Shares 63,610 Est. Cost $45.64 Unrealized +24.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,921 Shares 35,481 Est. Cost $93.15 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,869 Shares 10,085 Est. Cost $212.32 Unrealized +64.2%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $3,715 Shares 7,714 Est. Cost $232.41 Unrealized +94.7%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,619 Shares 15,830 Est. Cost $218.43 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,558 Shares 22,556 Est. Cost $101.77 Unrealized +36.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $3,541 Shares 84,770 Est. Cost $40.21 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3,533 Shares 20,879 Est. Cost $121.96 Unrealized +50.4%
ORCL ORACLE CORP COM 0.2%
Value ($000) $3,491 Shares 27,789 Est. Cost $61.15 Unrealized +83.7%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,410 Shares 78,659 Est. Cost $35.49 Unrealized +14.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,409 Shares 16,608 Est. Cost $140.99 Unrealized +28.2%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $3,407 Shares 12,085 Est. Cost $196.47 Unrealized +41.5%
PEP PEPSICO INC COM 0.2%
Value ($000) $3,399 Shares 19,279 Est. Cost $103.76 Unrealized +51.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $3,282 Shares 25,789 Est. Cost $46.63 Unrealized +130.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $3,170 Shares 32,369 Est. Cost $100.35 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $3,015 Shares 50,000 Est. Cost $22.84 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $2,999 Shares 83,306 Est. Cost $32.80 Unrealized +7.8%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2,883 Shares 3,781 Est. Cost $50.95 Unrealized +197.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,810 Shares 29,761 Est. Cost $71.77 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $2,782 Shares 2,091 Est. Cost $45.05 Unrealized +169.1%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $2,707 Shares 12,702 Est. Cost $108.89 Unrealized +75.4%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2,664 Shares 16,149 Est. Cost $154.58 Unrealized -2.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $2,664 Shares 5,279 Est. Cost $280.82 Unrealized +104.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,608 Shares 7,525 Est. Cost $149.83 Unrealized +136.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,537 Shares 22,316 Est. Cost $73.85 Unrealized +50.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $2,454 Shares 4,680 Est. Cost $415.26 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $2,322 Shares 13,210 Est. Cost $256.11 Unrealized -23.7%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,271 Shares 8,420 Est. Cost $158.41 Unrealized +56.3%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $2,251 Shares 40,866 Est. Cost $30.54 Unrealized +56.6%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $2,173 Shares 2,966 Est. Cost $391.05 Unrealized +80.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2,140 Shares 5,120 Est. Cost $189.68 Unrealized +122.9%
CRM SALESFORCE INC COM 0.1%
Value ($000) $2,056 Shares 6,819 Est. Cost $211.44 Unrealized +34.9%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,988 Shares 11,015 Est. Cost $87.66 Unrealized +99.4%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,958 Shares 51,303 Est. Cost $30.62 Unrealized +7.1%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1,955 Shares 17,460 Est. Cost $49.21 Unrealized +84.1%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,947 Shares 19,960 Est. Cost $65.48 Unrealized +32.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,909 Shares 3,283 Est. Cost $406.29 Unrealized +37.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,877 Shares 3,091 Est. Cost $38.85 Unrealized +45.1%
INTC INTEL CORP COM 0.1%
Value ($000) $1,830 Shares 41,428 Est. Cost $44.36 Unrealized -0.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,809 Shares 7,100 Est. Cost $113.09 Unrealized +96.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,807 Shares 9,672 Est. Cost $145.84 Unrealized
SM SM ENERGY CO COM 0.1%
Value ($000) $1,770 Shares 35,516 Est. Cost $64.81 Unrealized -40.2%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,730 Shares 4,722 Est. Cost $173.82 Unrealized +79.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,698 Shares 11,491 Est. Cost $116.97 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,693 Shares 13,742 Est. Cost $114.04 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,671 Shares 3,758 Est. Cost $353.37 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1,661 Shares 19,374 Est. Cost $71.07 Unrealized
AME AMETEK INC COM 0.1%
Value ($000) $1,652 Shares 9,030 Est. Cost $101.16 Unrealized +68.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,649 Shares 32,683 Est. Cost $50.51 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,646 Shares 7,983 Est. Cost $126.66 Unrealized +42.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,574 Shares 8,241 Est. Cost $104.35 Unrealized +65.4%
ATI ATI INC COM 0.1%
Value ($000) $1,530 Shares 29,894 Est. Cost $37.76 Unrealized +19.8%
PFE PFIZER INC COM 0.1%
Value ($000) $1,512 Shares 54,497 Est. Cost $29.35 Unrealized -16.0%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,506 Shares 12,310 Est. Cost $122.70 Unrealized -16.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,490 Shares 28,879 Est. Cost $46.69 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,489 Shares 19,342 Est. Cost $36.98 Unrealized +94.1%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,466 Shares 404 Est. Cost $2033.27 Unrealized +72.5%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,446 Shares 3,115 Est. Cost $324.05 Unrealized +30.3%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,443 Shares 8,838 Est. Cost $116.74 Unrealized +35.5%
T AT&T INC COM 0.1%
Value ($000) $1,435 Shares 81,513 Est. Cost $15.24 Unrealized +2.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,428 Shares 20,283 Est. Cost $44.56 Unrealized +54.6%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,393 Shares 13,736 Est. Cost $58.97 Unrealized +60.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,353 Shares 5,474 Est. Cost $162.88 Unrealized +44.6%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,341 Shares 34,017 Est. Cost $22.06 Unrealized +54.6%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,335 Shares 3,677 Est. Cost $205.88 Unrealized +54.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,328 Shares 16,631 Est. Cost $85.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,328 Shares 6,315 Est. Cost $203.84 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,325 Shares 5,197 Est. Cost $189.06 Unrealized +25.8%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,321 Shares 17,308 Est. Cost $66.33 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,309 Shares 5,460 Est. Cost $141.94 Unrealized
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,304 Shares 60,306 Est. Cost $16.84 Unrealized +26.5%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,276 Shares 4,677 Est. Cost $180.89 Unrealized +57.4%
EQT EQT CORP COM 0.1%
Value ($000) $1,274 Shares 34,357 Est. Cost $14.66 Unrealized +137.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,274 Shares 13,936 Est. Cost $63.90 Unrealized +38.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,269 Shares 2 Est. Cost $452633.62 Unrealized +31.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,262 Shares 13,584 Est. Cost $60.92 Unrealized +39.4%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1,250 Shares 7,122 Est. Cost $63.91 Unrealized +82.1%
INTU INTUIT COM 0.1%
Value ($000) $1,249 Shares 1,921 Est. Cost $478.83 Unrealized +31.8%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,246 Shares 8,494 Est. Cost $126.88 Unrealized +2.9%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,199 Shares 5,266 Est. Cost $140.08 Unrealized +44.9%
AON AON PLC SHS CL A 0.1%
Value ($000) $1,154 Shares 3,457 Est. Cost $230.00 Unrealized +33.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,147 Shares 17,942 Est. Cost $65.49 Unrealized -15.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,142 Shares 17,389 Est. Cost $63.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,119 Shares 8,192 Est. Cost $104.54 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,111 Shares 18,420 Est. Cost $56.10 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1,110 Shares 15,349 Est. Cost $46.11 Unrealized +39.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,093 Shares 4,373 Est. Cost $232.61 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $1,082 Shares 25,679 Est. Cost $45.03 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1,076 Shares 21,437 Est. Cost $59.21 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $1,074 Shares 3,690 Est. Cost $224.69 Unrealized +6.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $1,058 Shares 25,209 Est. Cost $37.93 Unrealized -5.3%
MCO MOODYS CORP COM 0.0%
Value ($000) $1,045 Shares 2,658 Est. Cost $246.86 Unrealized +53.9%
BA BOEING CO COM 0.0%
Value ($000) $1,040 Shares 5,389 Est. Cost $212.00 Unrealized -3.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,038 Shares 2,168 Est. Cost $235.36 Unrealized +89.5%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $1,025 Shares 4,199 Est. Cost $193.78 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $1,004 Shares 16,175 Est. Cost $62.06 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1,002 Shares 15,826 Est. Cost $73.84 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $998 Shares 2,429 Est. Cost $273.74 Unrealized +36.1%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.0%
Value ($000) $996 Shares 101,603 Est. Cost $9.38 Unrealized -8.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $994 Shares 2,379 Est. Cost $271.77 Unrealized +37.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $983 Shares 312 Est. Cost $1476.16 Unrealized +93.6%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $982 Shares 7,429 Est. Cost $125.41 Unrealized -2.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $982 Shares 3,929 Est. Cost $196.13 Unrealized +23.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $934 Shares 18,637 Est. Cost $29.26 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $920 Shares 10,415 Est. Cost $75.48 Unrealized +9.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $910 Shares 12,436 Est. Cost $50.12 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $898 Shares 5,225 Est. Cost $100.75 Unrealized +48.2%
NKE NIKE INC CL B 0.0%
Value ($000) $894 Shares 9,477 Est. Cost $112.52 Unrealized -13.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $891 Shares 7,854 Est. Cost $62.46 Unrealized +59.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $887 Shares 15,307 Est. Cost $41.16 Unrealized +21.8%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $887 Shares 21,431 Est. Cost $37.81 Unrealized +19.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $886 Shares 4,255 Est. Cost $102.30 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $884 Shares 2,215 Est. Cost $311.65 Unrealized +21.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $872 Shares 11,417 Est. Cost $67.47 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $862 Shares 4,278 Est. Cost $107.16 Unrealized +53.4%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $854 Shares 15,770 Est. Cost $53.49 Unrealized
XRT SPDR S&P RETAIL ETF 0.0%
Value ($000) $841 Shares 10,646 Est. Cost $78.99 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $836 Shares 10,482 Est. Cost $62.49 Unrealized +13.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $806 Shares 4,935 Est. Cost $72.76 Unrealized +85.5%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $804 Shares 11,340 Est. Cost $62.68 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $797 Shares 4,028 Est. Cost $76.70 Unrealized +131.1%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $797 Shares 70,870 Est. Cost $12.57 Unrealized -12.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $793 Shares 1,863 Est. Cost $315.98 Unrealized +35.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $792 Shares 13,364 Est. Cost $39.69 Unrealized +44.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $792 Shares 2,526 Est. Cost $187.34 Unrealized +42.8%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $786 Shares 16,562 Est. Cost $24.93 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $776 Shares 18,415 Est. Cost $27.78 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $740 Shares 7,854 Est. Cost $68.92 Unrealized +20.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $736 Shares 13,567 Est. Cost $51.53 Unrealized -10.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $735 Shares 2,826 Est. Cost $165.12 Unrealized +46.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $732 Shares 2,107 Est. Cost $256.11 Unrealized +22.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $732 Shares 9,014 Est. Cost $63.03 Unrealized +18.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $696 Shares 9,499 Est. Cost $57.67 Unrealized +24.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $686 Shares 2,731 Est. Cost $148.68 Unrealized +57.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $673 Shares 10,647 Est. Cost $52.07 Unrealized +0.9%
BLACKROCK INC COM 0.0%
Value ($000) $666 Shares 798 Est. Cost $519.95 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $665 Shares 2,208 Est. Cost $118.98 Unrealized +124.5%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $654 Shares 2,468 Est. Cost $84.28 Unrealized +113.5%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $653 Shares 3,315 Est. Cost $128.46 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $640 Shares 12,382 Est. Cost $53.31 Unrealized -6.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $640 Shares 3,106 Est. Cost $155.48 Unrealized +24.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $633 Shares 9,444 Est. Cost $123.03 Unrealized -50.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $624 Shares 1,868 Est. Cost $255.81 Unrealized +17.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $623 Shares 5,390 Est. Cost $36.48 Unrealized +41.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $623 Shares 2,695 Est. Cost $127.28 Unrealized +62.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $602 Shares 7,164 Est. Cost $59.60 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $601 Shares 4,850 Est. Cost $54.77 Unrealized +84.0%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $599 Shares 23,955 Est. Cost $25.30 Unrealized -9.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $598 Shares 2,286 Est. Cost $19.87 Unrealized +133.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $596 Shares 4,011 Est. Cost $115.21 Unrealized +18.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $593 Shares 2,345 Est. Cost $196.12 Unrealized +19.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $589 Shares 13,038 Est. Cost $42.22 Unrealized -8.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $581 Shares 515 Est. Cost $41.84 Unrealized +67.1%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $568 Shares 5,550 Est. Cost $102.39 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $566 Shares 13,946 Est. Cost $34.22 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $562 Shares 6,239 Est. Cost $71.41 Unrealized +13.9%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $562 Shares 6,246 Est. Cost $63.11 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $560 Shares 1,223 Est. Cost $355.73 Unrealized +16.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $554 Shares 1,557 Est. Cost $223.92 Unrealized +44.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $553 Shares 3,176 Est. Cost $128.79 Unrealized +22.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $547 Shares 2,767 Est. Cost $156.61 Unrealized +18.9%
FISV FISERV INC COM 0.0%
Value ($000) $545 Shares 3,410 Est. Cost $104.24 Unrealized +39.7%
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $541 Shares 10,766 Est. Cost $48.80 Unrealized -4.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $541 Shares 7,996 Est. Cost $28.81 Unrealized +88.8%
LAM RESEARCH CORP COM 0.0%
Value ($000) $534 Shares 548 Est. Cost $573.58 Unrealized
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $533 Shares 7,174 Est. Cost $74.26 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $528 Shares 6,005 Est. Cost $83.25 Unrealized -3.1%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $527 Shares 309 Est. Cost $91.17 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $526 Shares 5,018 Est. Cost $104.78 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $520 Shares 1,003 Est. Cost $350.71 Unrealized +37.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $516 Shares 4,473 Est. Cost $81.32 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $515 Shares 2,225 Est. Cost $168.24 Unrealized +23.6%
MET METLIFE INC COM 0.0%
Value ($000) $505 Shares 6,819 Est. Cost $57.81 Unrealized +14.2%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $505 Shares 8,746 Est. Cost $65.32 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $503 Shares 3,247 Est. Cost $134.52 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $502 Shares 2,332 Est. Cost $172.02 Unrealized +14.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $493 Shares 918 Est. Cost $277.33 Unrealized +81.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $490 Shares 3,368 Est. Cost $121.52 Unrealized +11.2%
MMM 3M CO COM 0.0%
Value ($000) $486 Shares 4,582 Est. Cost $128.24 Unrealized -38.2%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $476 Shares 20,114 Est. Cost $19.27 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $469 Shares 10,520 Est. Cost $31.51 Unrealized +13.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $468 Shares 8,055 Est. Cost $44.38 Unrealized +23.8%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $465 Shares 4,910 Est. Cost $71.27 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $465 Shares 1,190 Est. Cost $405.47 Unrealized +14.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $460 Shares 5,334 Est. Cost $30.89 Unrealized +142.1%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $455 Shares 5,480 Est. Cost $49.01 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $446 Shares 6,183 Est. Cost $61.49 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $440 Shares 2,720 Est. Cost $114.46 Unrealized +23.3%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $437 Shares 7,326 Est. Cost $49.03 Unrealized +1.0%
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $437 Shares 6,102 Est. Cost $60.80 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $437 Shares 8,052 Est. Cost $51.04 Unrealized -3.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $435 Shares 783 Est. Cost $329.55 Unrealized +51.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $434 Shares 4,758 Est. Cost $70.35 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $432 Shares 2,099 Est. Cost $193.55 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $430 Shares 14,478 Est. Cost $32.73 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $427 Shares 4,077 Est. Cost $76.13 Unrealized +21.2%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $426 Shares 17,597 Est. Cost $23.06 Unrealized -4.9%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $426 Shares 3,033 Est. Cost $86.05 Unrealized +47.3%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $426 Shares 9,317 Est. Cost $22.04 Unrealized +67.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $423 Shares 4,260 Est. Cost $79.02 Unrealized +13.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $421 Shares 621 Est. Cost $452.32 Unrealized +45.4%
CDW CDW CORP COM 0.0%
Value ($000) $421 Shares 1,647 Est. Cost $180.11 Unrealized +28.6%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $414 Shares 4,745 Est. Cost $56.66 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $412 Shares 3,489 Est. Cost $73.85 Unrealized +21.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $411 Shares 423 Est. Cost $756.92 Unrealized
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value ($000) $395 Shares 13,425 Est. Cost $29.44 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $395 Shares 13,090 Est. Cost $25.99 Unrealized +12.4%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $390 Shares 696 Est. Cost $451.97 Unrealized +19.2%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $390 Shares 8,287 Est. Cost $41.98 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $390 Shares 6,769 Est. Cost $39.60 Unrealized +33.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $388 Shares 1,737 Est. Cost $114.37 Unrealized +74.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $383 Shares 3,134 Est. Cost $147.42 Unrealized -20.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $380 Shares 2,030 Est. Cost $187.38 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $374 Shares 4,669 Est. Cost $52.41 Unrealized +48.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $361 Shares 2,814 Est. Cost $93.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $357 Shares 2,015 Est. Cost $127.07 Unrealized +11.8%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $356 Shares 5,204 Est. Cost $48.48 Unrealized +32.6%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $355 Shares 369 Est. Cost $767.08 Unrealized +23.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $353 Shares 1,922 Est. Cost $166.88 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $353 Shares 804 Est. Cost $250.63 Unrealized +55.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $349 Shares 877 Est. Cost $296.37 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $346 Shares 842 Est. Cost $327.39 Unrealized +18.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $345 Shares 3,187 Est. Cost $86.00 Unrealized +14.1%
CSX CSX CORP COM 0.0%
Value ($000) $345 Shares 9,304 Est. Cost $29.76 Unrealized +19.2%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $345 Shares 1,394 Est. Cost $205.36 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $341 Shares 6,908 Est. Cost $28.23 Unrealized +59.4%
EOG EOG RES INC COM 0.0%
Value ($000) $341 Shares 2,670 Est. Cost $100.31 Unrealized +10.0%
WAB WABTEC COM 0.0%
Value ($000) $341 Shares 2,341 Est. Cost $81.88 Unrealized +63.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $338 Shares 1,396 Est. Cost $227.97 Unrealized +2.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $336 Shares 1,141 Est. Cost $199.14 Unrealized +24.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $331 Shares 1,062 Est. Cost $261.97 Unrealized +12.9%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $328 Shares 7,225 Est. Cost $30.61 Unrealized +24.1%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $325 Shares 5,687 Est. Cost $83.86 Unrealized -26.2%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $324 Shares 3,386 Est. Cost $89.15 Unrealized -5.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $323 Shares 4,502 Est. Cost $54.40 Unrealized +19.0%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $323 Shares 7,912 Est. Cost $48.65 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $322 Shares 5,587 Est. Cost $43.63 Unrealized +16.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $322 Shares 2,314 Est. Cost $77.05 Unrealized +59.3%
STATE BANCORP INC WEST VA CDT COM 0.0%
Value ($000) $315 Shares 314,640 Est. Cost $1.00 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $314 Shares 3,044 Est. Cost $93.97 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $314 Shares 1,094 Est. Cost $209.24 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $313 Shares 2,257 Est. Cost $116.77 Unrealized +10.3%
AFL AFLAC INC COM 0.0%
Value ($000) $313 Shares 3,640 Est. Cost $57.05 Unrealized +38.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $307 Shares 3,172 Est. Cost $88.87 Unrealized -0.5%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $303 Shares 17,200 Est. Cost $9.07 Unrealized +11.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $303 Shares 1,219 Est. Cost $199.25 Unrealized +15.8%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $303 Shares 5,670 Est. Cost $53.39 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $303 Shares 2,652 Est. Cost $68.27 Unrealized +32.7%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $301 Shares 6,050 Est. Cost $49.49 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $300 Shares 24,791 Est. Cost $12.62 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $299 Shares 2,600 Est. Cost $91.75 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $297 Shares 2,265 Est. Cost $118.98 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $296 Shares 3,836 Est. Cost $28.68 Unrealized +18.5%
STE STERIS PLC SHS USD 0.0%
Value ($000) $295 Shares 1,314 Est. Cost $221.46 Unrealized +0.2%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $294 Shares 692 Est. Cost $339.47 Unrealized +25.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $292 Shares 2,256 Est. Cost $113.84 Unrealized +0.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $290 Shares 3,372 Est. Cost $73.97 Unrealized +2.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $286 Shares 7,337 Est. Cost $26.16 Unrealized +26.1%
CVNA CARVANA CO CL A 0.0%
Value ($000) $282 Shares 3,203 Est. Cost $61.03 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $281 Shares 1,112 Est. Cost $168.95 Unrealized +40.7%
ROST ROSS STORES INC COM 0.0%
Value ($000) $281 Shares 1,912 Est. Cost $109.05 Unrealized +28.7%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $281 Shares 1,468 Est. Cost $151.64 Unrealized +14.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $279 Shares 489 Est. Cost $322.34 Unrealized +70.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $279 Shares 1,033 Est. Cost $184.44 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $279 Shares 1,063 Est. Cost $209.60 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $279 Shares 10,008 Est. Cost $20.19 Unrealized +19.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $276 Shares 3,521 Est. Cost $77.21 Unrealized 0.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $276 Shares 15,403 Est. Cost $17.40 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $276 Shares 2,998 Est. Cost $60.03 Unrealized +53.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $275 Shares 2,183 Est. Cost $87.20 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $274 Shares 1,128 Est. Cost $191.75 Unrealized +18.1%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $272 Shares 390 Est. Cost $513.38 Unrealized +23.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $272 Shares 2,811 Est. Cost $100.72 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $269 Shares 7,221 Est. Cost $26.34 Unrealized +24.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $268 Shares 4,004 Est. Cost $58.82 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $267 Shares 3,197 Est. Cost $83.60 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $264 Shares 4,848 Est. Cost $48.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $262 Shares 3,581 Est. Cost $69.37 Unrealized +6.9%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $260 Shares 2,196 Est. Cost $104.48 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $259 Shares 1,789 Est. Cost $122.01 Unrealized +11.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $257 Shares 1,204 Est. Cost $162.29 Unrealized +20.6%
CTAS CINTAS CORP COM 0.0%
Value ($000) $256 Shares 373 Est. Cost $131.91 Unrealized +15.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $254 Shares 1,241 Est. Cost $204.46 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $251 Shares 581 Est. Cost $342.13 Unrealized +17.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $247 Shares 63,629 Est. Cost $6.50 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $247 Shares 28,256 Est. Cost $17.56 Unrealized -45.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $246 Shares 1,788 Est. Cost $107.58 Unrealized +20.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $244 Shares 2,355 Est. Cost $93.68 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $243 Shares 8,185 Est. Cost $25.45 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $243 Shares 2,668 Est. Cost $69.79 Unrealized +18.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $242 Shares 1,070 Est. Cost $346.62 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $241 Shares 753 Est. Cost $306.18 Unrealized 0.0%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $240 Shares 2,519 Est. Cost $93.60 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $240 Shares 1,745 Est. Cost $140.99 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $240 Shares 953 Est. Cost $251.68 Unrealized
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $240 Shares 7,711 Est. Cost $33.10 Unrealized -13.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $238 Shares 82 Est. Cost $51.14 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $237 Shares 1,528 Est. Cost $137.53 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $237 Shares 178 Est. Cost $1086.50 Unrealized +13.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $237 Shares 2,491 Est. Cost $85.38 Unrealized 0.0%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $237 Shares 2,754 Est. Cost $87.22 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $236 Shares 2,287 Est. Cost $88.72 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $230 Shares 14,082 Est. Cost $9.88 Unrealized +64.6%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $228 Shares 5,400 Est. Cost $36.15 Unrealized +26.5%
IT GARTNER INC COM 0.0%
Value ($000) $228 Shares 478 Est. Cost $401.13 Unrealized +14.7%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $227 Shares 1,475 Est. Cost $136.60 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $227 Shares 2,163 Est. Cost $89.24 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $225 Shares 7,725 Est. Cost $26.11 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $224 Shares 182 Est. Cost $997.72 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $223 Shares 7,321 Est. Cost $25.79 Unrealized +5.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $222 Shares 1,602 Est. Cost $125.70 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $221 Shares 4,619 Est. Cost $40.46 Unrealized 0.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $219 Shares 5,876 Est. Cost $29.79 Unrealized +34.0%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $218 Shares 37,927 Est. Cost $4.76 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $217 Shares 5,302 Est. Cost $40.55 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $215 Shares 3,283 Est. Cost $75.28 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $215 Shares 5,511 Est. Cost $33.38 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $214 Shares 4,548 Est. Cost $35.90 Unrealized +9.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $212 Shares 983 Est. Cost $283.26 Unrealized -17.3%
SNA SNAP ON INC COM 0.0%
Value ($000) $212 Shares 715 Est. Cost $254.93 Unrealized +5.9%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $212 Shares 2,540 Est. Cost $83.30 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $210 Shares 5,812 Est. Cost $29.41 Unrealized +7.3%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $210 Shares 1,134 Est. Cost $140.32 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $210 Shares 3,971 Est. Cost $43.96 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $209 Shares 4,363 Est. Cost $52.55 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $209 Shares 2,983 Est. Cost $67.46 Unrealized -10.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $208 Shares 2,550 Est. Cost $81.66 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $208 Shares 4,220 Est. Cost $40.17 Unrealized +6.2%
WAT WATERS CORP COM 0.0%
Value ($000) $208 Shares 603 Est. Cost $328.72 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $208 Shares 7,323 Est. Cost $28.34 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $205 Shares 3,595 Est. Cost $47.33 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $205 Shares 4,089 Est. Cost $42.41 Unrealized -1.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $203 Shares 1,026 Est. Cost $158.99 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $203 Shares 2,857 Est. Cost $68.06 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $202 Shares 1,186 Est. Cost $135.69 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $201 Shares 1,504 Est. Cost $113.23 Unrealized +14.4%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $176 Shares 10,993 Est. Cost $14.44 Unrealized +18.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $173 Shares 13,002 Est. Cost $13.32 Unrealized -19.7%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $162 Shares 25,743 Est. Cost $6.69 Unrealized -18.4%
NABZY NATIONAL AUSTRALIA BK LTD SPONSORED ADR 0.0%
Value ($000) $153 Shares 13,434 Est. Cost $10.42 Unrealized
BORR BORR DRILLING LTD SHS 0.0%
Value ($000) $148 Shares 21,600 Est. Cost $6.07 Unrealized +0.5%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $138 Shares 45,536 Est. Cost $1.70 Unrealized +89.4%
RUN SUNRUN INC COM 0.0%
Value ($000) $138 Shares 10,459 Est. Cost $13.75 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $137 Shares 18,798 Est. Cost $7.94 Unrealized 0.0%
FNCB BANCORP INC COM 0.0%
Value ($000) $135 Shares 22,297 Est. Cost $6.01 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $117 Shares 14,519 Est. Cost $8.19 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $108 Shares 10,591 Est. Cost $8.61 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UNSPONSORED ADR 0.0%
Value ($000) $94 Shares 10,024 Est. Cost $10.55 Unrealized
TCRX TSCAN THERAPEUTICS INC COM 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $2.37 Unrealized +165.0%
POWW AMMO INC COM 0.0%
Value ($000) $69 Shares 25,000 Est. Cost $2.07 Unrealized +12.9%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $57 Shares 11,723 Est. Cost $4.14 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $54 Shares 13,530 Est. Cost $3.51 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $54 Shares 28,324 Est. Cost $2.06 Unrealized
HLDCY HENDERSON LAND DEV CO LTD SPONSORED ADR 0.0%
Value ($000) $49 Shares 17,140 Est. Cost $3.13 Unrealized
CAN CANAAN INC SPONSORED ADS 0.0%
Value ($000) $45 Shares 29,585 Est. Cost $1.52 Unrealized
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $43 Shares 11,612 Est. Cost $4.45 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $41 Shares 15,925 Est. Cost $2.43 Unrealized
WAVEDANCER INC COM NEW 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $1.69 Unrealized
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value ($000) $34 Shares 15,248 Est. Cost $2.16 Unrealized 0.0%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $33 Shares 37,478 Est. Cost $4.95 Unrealized
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $32 Shares 11,183 Est. Cost $3.50 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $30 Shares 24,625 Est. Cost $18.49 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $27 Shares 12,609 Est. Cost $1.89 Unrealized -16.8%
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $21 Shares 11,161 Est. Cost $2.61 Unrealized -20.2%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $19 Shares 16,435 Est. Cost $1.16 Unrealized
TELHF TEARLACH RES LTD COM 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.44 Unrealized -92.1%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $0 Shares 36,150 Est. Cost $0.11 Unrealized
ZENERGY BRANDS INC COM 0.0%
Value ($000) $0 Shares 24,044,117 Est. Cost Unrealized
MMNFQ MEDMEN ENTERPRISES INC SHS 0.0%
Value ($000) $0 Shares 29,575 Est. Cost $0.14 Unrealized -98.5%