Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $2,235,233 (100.0% shares, 0.0% debt)

Holdings (421)

IWF ISHARES RUSSELL 1000 GROWTH ETF 10.3%
Value ($000) $230,429 Shares 632,161 Est. Cost $129.69 Unrealized
VTV VANGUARD VALUE ETF 8.4%
Value ($000) $188,728 Shares 1,169,140 Est. Cost $118.07 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8.0%
Value ($000) $179,556 Shares 2,657,722 Est. Cost $61.96 Unrealized
VUG VANGUARD GROWTH ETF 7.5%
Value ($000) $168,041 Shares 448,747 Est. Cost $224.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.0%
Value ($000) $155,896 Shares 893,540 Est. Cost $119.15 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 2.6%
Value ($000) $57,933 Shares 1,156,120 Est. Cost $50.29 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 2.5%
Value ($000) $55,764 Shares 1,062,355 Est. Cost $42.12 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.2%
Value ($000) $49,160 Shares 523,251 Est. Cost $69.19 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.2%
Value ($000) $49,007 Shares 90,049 Est. Cost $331.57 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.1%
Value ($000) $45,843 Shares 386,530 Est. Cost $71.75 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $42,280 Shares 200,741 Est. Cost $104.60 Unrealized +77.0%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $39,500 Shares 88,377 Est. Cost $145.53 Unrealized +186.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.7%
Value ($000) $37,128 Shares 243,783 Est. Cost $133.60 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.6%
Value ($000) $36,135 Shares 339,135 Est. Cost $109.41 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.5%
Value ($000) $33,241 Shares 181,111 Est. Cost $115.88 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.3%
Value ($000) $29,560 Shares 95,766 Est. Cost $164.58 Unrealized
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $26,971 Shares 218,318 Est. Cost $93.05 Unrealized +8.6%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.2%
Value ($000) $26,437 Shares 551,687 Est. Cost $45.85 Unrealized
SYK STRYKER CORPORATION COM 1.1%
Value ($000) $25,050 Shares 73,622 Est. Cost $78.95 Unrealized +322.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 1.1%
Value ($000) $23,971 Shares 95,675 Est. Cost $167.47 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.0%
Value ($000) $22,485 Shares 200,042 Est. Cost $65.15 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $22,055 Shares 84,008 Est. Cost $178.79 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.9%
Value ($000) $20,250 Shares 37,845 Est. Cost $461.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $18,815 Shares 46,250 Est. Cost $219.70 Unrealized +86.0%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $17,466 Shares 34,798 Est. Cost $384.42 Unrealized
AMZN AMAZON COM INC COM 0.8%
Value ($000) $17,455 Shares 90,323 Est. Cost $123.48 Unrealized +48.8%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.8%
Value ($000) $16,833 Shares 169,398 Est. Cost $99.61 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.7%
Value ($000) $16,639 Shares 1,204,858 Est. Cost $12.06 Unrealized +4.7%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $16,173 Shares 88,176 Est. Cost $108.57 Unrealized +55.6%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $15,824 Shares 28,916 Est. Cost $389.51 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $14,922 Shares 207,083 Est. Cost $59.61 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $13,371 Shares 173,743 Est. Cost $77.80 Unrealized
META META PLATFORMS INC CL A 0.6%
Value ($000) $13,331 Shares 26,438 Est. Cost $163.69 Unrealized +195.3%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $12,808 Shares 70,314 Est. Cost $108.94 Unrealized +53.6%
LLY ELI LILLY & CO COM 0.6%
Value ($000) $12,736 Shares 14,067 Est. Cost $208.99 Unrealized +278.5%
REET ISHARES GLOBAL REIT ETF 0.5%
Value ($000) $12,052 Shares 518,381 Est. Cost $22.52 Unrealized
CBU COMMUNITY FINANCIAL SYSTEM INC COM 0.5%
Value ($000) $10,870 Shares 228,070 Est. Cost $53.53 Unrealized -20.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $9,461 Shares 150,000 Est. Cost $62.20 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $9,057 Shares 44,779 Est. Cost $114.36 Unrealized +65.4%
MSA MSA SAFETY INC COM 0.4%
Value ($000) $9,056 Shares 48,249 Est. Cost $100.71 Unrealized +84.6%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.4%
Value ($000) $8,233 Shares 198,244 Est. Cost $42.65 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $8,120 Shares 138,756 Est. Cost $97.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $7,634 Shares 105,091 Est. Cost $59.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $6,978 Shares 141,203 Est. Cost $42.82 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $6,963 Shares 34,957 Est. Cost $73.43 Unrealized +148.4%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $6,886 Shares 41,755 Est. Cost $101.39 Unrealized +55.1%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $6,838 Shares 151,318 Est. Cost $38.28 Unrealized +9.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $6,748 Shares 25,135 Est. Cost $199.17 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $6,347 Shares 51,272 Est. Cost $45.45 Unrealized +159.3%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $6,335 Shares 133,337 Est. Cost $42.79 Unrealized +5.9%
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $6,157 Shares 20,694 Est. Cost $199.68 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $6,030 Shares 17,787 Est. Cost $63.65 Unrealized +135.0%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $5,916 Shares 11,616 Est. Cost $316.72 Unrealized +49.4%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5,744 Shares 49,894 Est. Cost $52.61 Unrealized +109.3%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $5,671 Shares 38,799 Est. Cost $115.92 Unrealized +22.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,627 Shares 32,805 Est. Cost $80.12 Unrealized +96.1%
AMGN AMGEN INC COM 0.2%
Value ($000) $5,389 Shares 17,248 Est. Cost $165.74 Unrealized +68.5%
WMT WALMART INC COM 0.2%
Value ($000) $5,336 Shares 78,809 Est. Cost $49.10 Unrealized +26.2%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $5,111 Shares 23,823 Est. Cost $135.15 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $5,042 Shares 19,211 Est. Cost $161.20 Unrealized +68.0%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $4,894 Shares 146,558 Est. Cost $30.39 Unrealized +2.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $4,655 Shares 41,326 Est. Cost $85.95 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $4,381 Shares 21,092 Est. Cost $67.69 Unrealized +184.7%
KO COCA COLA CO COM 0.2%
Value ($000) $4,003 Shares 62,392 Est. Cost $45.64 Unrealized +29.0%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $3,977 Shares 46,906 Est. Cost $79.38 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $3,898 Shares 31,290 Est. Cost $66.83 Unrealized +82.1%
ORCL ORACLE CORP COM 0.2%
Value ($000) $3,839 Shares 27,191 Est. Cost $61.15 Unrealized +100.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $3,668 Shares 83,832 Est. Cost $40.21 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,606 Shares 10,476 Est. Cost $216.62 Unrealized +51.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,518 Shares 32,983 Est. Cost $93.15 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,495 Shares 22,340 Est. Cost $101.77 Unrealized +45.8%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,483 Shares 16,309 Est. Cost $140.99 Unrealized +30.4%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3,481 Shares 20,081 Est. Cost $121.96 Unrealized +33.9%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,465 Shares 15,830 Est. Cost $218.43 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $3,383 Shares 7,669 Est. Cost $232.41 Unrealized +94.3%
AVGO BROADCOM INC COM 0.2%
Value ($000) $3,360 Shares 2,093 Est. Cost $45.05 Unrealized +205.6%
ADBE ADOBE INC COM 0.1%
Value ($000) $3,049 Shares 5,489 Est. Cost $288.60 Unrealized +67.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $3,032 Shares 11,899 Est. Cost $196.47 Unrealized +29.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $3,025 Shares 18,340 Est. Cost $103.76 Unrealized +56.4%
TSLA TESLA INC COM 0.1%
Value ($000) $3,013 Shares 15,228 Est. Cost $245.33 Unrealized -28.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $2,999 Shares 76,587 Est. Cost $35.49 Unrealized +4.6%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2,967 Shares 3,771 Est. Cost $50.95 Unrealized +188.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,932 Shares 25,634 Est. Cost $46.63 Unrealized +147.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $2,880 Shares 29,674 Est. Cost $100.35 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $2,827 Shares 50,000 Est. Cost $22.84 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $2,720 Shares 83,306 Est. Cost $32.80 Unrealized +0.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $2,705 Shares 12,681 Est. Cost $108.89 Unrealized +86.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $2,702 Shares 4,680 Est. Cost $415.26 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,571 Shares 28,211 Est. Cost $71.77 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $2,533 Shares 2,980 Est. Cost $391.05 Unrealized +97.9%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2,444 Shares 16,119 Est. Cost $154.58 Unrealized -1.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2,346 Shares 5,005 Est. Cost $189.68 Unrealized +128.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,343 Shares 22,549 Est. Cost $74.15 Unrealized +38.8%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $2,248 Shares 17,456 Est. Cost $49.21 Unrealized +130.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $2,082 Shares 3,085 Est. Cost $38.85 Unrealized +60.7%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $2,075 Shares 52,175 Est. Cost $30.72 Unrealized +19.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $2,055 Shares 20,465 Est. Cost $66.34 Unrealized +50.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,046 Shares 6,743 Est. Cost $149.83 Unrealized +99.8%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,998 Shares 8,383 Est. Cost $158.41 Unrealized +49.5%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,883 Shares 7,981 Est. Cost $126.66 Unrealized +66.9%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,875 Shares 39,505 Est. Cost $30.54 Unrealized +50.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,843 Shares 3,330 Est. Cost $408.60 Unrealized +39.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,818 Shares 11,208 Est. Cost $88.92 Unrealized +80.9%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,762 Shares 6,853 Est. Cost $211.44 Unrealized +25.2%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,760 Shares 9,672 Est. Cost $145.84 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,759 Shares 29,165 Est. Cost $57.64 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,754 Shares 3,660 Est. Cost $353.37 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,688 Shares 426 Est. Cost $2117.02 Unrealized +72.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,675 Shares 11,491 Est. Cost $116.97 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,660 Shares 59,340 Est. Cost $28.97 Unrealized -14.5%
ATI ATI INC COM 0.1%
Value ($000) $1,658 Shares 29,894 Est. Cost $37.76 Unrealized +48.4%
AME AMETEK INC COM 0.1%
Value ($000) $1,638 Shares 9,823 Est. Cost $106.79 Unrealized +60.0%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1,625 Shares 19,134 Est. Cost $71.07 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,589 Shares 4,771 Est. Cost $175.51 Unrealized +93.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,547 Shares 7,019 Est. Cost $113.09 Unrealized +95.7%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,546 Shares 8,777 Est. Cost $116.74 Unrealized +40.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,539 Shares 30,490 Est. Cost $50.51 Unrealized
SM SM ENERGY CO COM 0.1%
Value ($000) $1,535 Shares 35,516 Est. Cost $64.81 Unrealized -28.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,514 Shares 13,750 Est. Cost $58.97 Unrealized +67.3%
T AT&T INC COM 0.1%
Value ($000) $1,499 Shares 78,415 Est. Cost $15.24 Unrealized +6.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,451 Shares 8,324 Est. Cost $105.65 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,374 Shares 18,906 Est. Cost $36.98 Unrealized +87.9%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,368 Shares 5,460 Est. Cost $141.94 Unrealized
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,367 Shares 60,306 Est. Cost $16.84 Unrealized +23.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,346 Shares 13,115 Est. Cost $60.92 Unrealized +49.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,341 Shares 7,751 Est. Cost $104.35 Unrealized +58.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,310 Shares 19,883 Est. Cost $44.56 Unrealized +46.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,305 Shares 16,663 Est. Cost $85.77 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,295 Shares 17,308 Est. Cost $66.33 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,293 Shares 18,266 Est. Cost $65.52 Unrealized +3.2%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,293 Shares 8,545 Est. Cost $126.88 Unrealized +9.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,289 Shares 24,086 Est. Cost $46.69 Unrealized
EQT EQT CORP COM 0.1%
Value ($000) $1,263 Shares 34,160 Est. Cost $14.66 Unrealized +161.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,262 Shares 5,450 Est. Cost $143.02 Unrealized +58.9%
INTU INTUIT COM 0.1%
Value ($000) $1,238 Shares 1,883 Est. Cost $478.83 Unrealized +28.3%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,237 Shares 2,820 Est. Cost $324.05 Unrealized +32.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,224 Shares 2 Est. Cost $452633.62 Unrealized +36.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,221 Shares 6,019 Est. Cost $203.84 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $1,206 Shares 2,866 Est. Cost $257.47 Unrealized +52.6%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,195 Shares 3,616 Est. Cost $205.88 Unrealized +62.3%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,188 Shares 11,960 Est. Cost $122.70 Unrealized -14.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,185 Shares 17,389 Est. Cost $63.50 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,175 Shares 5,194 Est. Cost $162.88 Unrealized +38.4%
INTC INTEL CORP COM 0.1%
Value ($000) $1,174 Shares 37,903 Est. Cost $44.36 Unrealized -26.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,143 Shares 3,793 Est. Cost $225.43 Unrealized +11.7%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,134 Shares 33,561 Est. Cost $22.06 Unrealized +60.1%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,126 Shares 5,243 Est. Cost $189.06 Unrealized +18.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1,094 Shares 14,849 Est. Cost $46.11 Unrealized +56.9%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $1,093 Shares 6,876 Est. Cost $63.91 Unrealized +147.2%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1,093 Shares 19,871 Est. Cost $59.21 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1,091 Shares 2,453 Est. Cost $320.06 Unrealized +24.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $1,085 Shares 2,399 Est. Cost $271.77 Unrealized +55.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,056 Shares 13,566 Est. Cost $63.90 Unrealized +22.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $1,054 Shares 13,148 Est. Cost $51.75 Unrealized
CNAF COMMERCIAL NATL FINL CORP PA COM 0.0%
Value ($000) $1,028 Shares 101,603 Est. Cost $9.38 Unrealized -4.8%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $1,021 Shares 4,569 Est. Cost $180.89 Unrealized +33.1%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $1,016 Shares 25,034 Est. Cost $45.03 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $991 Shares 4,199 Est. Cost $193.78 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $991 Shares 3,374 Est. Cost $230.00 Unrealized +27.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $986 Shares 3,943 Est. Cost $196.13 Unrealized +27.6%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $976 Shares 15,826 Est. Cost $73.84 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $963 Shares 4,255 Est. Cost $102.30 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $929 Shares 2,132 Est. Cost $235.36 Unrealized +88.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $919 Shares 310 Est. Cost $1476.16 Unrealized +98.3%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $911 Shares 22,079 Est. Cost $37.93 Unrealized -3.9%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $908 Shares 18,637 Est. Cost $29.26 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $905 Shares 4,970 Est. Cost $212.00 Unrealized -15.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $893 Shares 8,103 Est. Cost $63.84 Unrealized +68.3%
DE DEERE & CO COM 0.0%
Value ($000) $883 Shares 2,362 Est. Cost $273.74 Unrealized +39.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $874 Shares 11,417 Est. Cost $67.47 Unrealized
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $862 Shares 15,770 Est. Cost $53.49 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $849 Shares 16,175 Est. Cost $62.06 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $845 Shares 14,228 Est. Cost $41.16 Unrealized +38.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $837 Shares 1,876 Est. Cost $315.98 Unrealized +34.1%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $821 Shares 10,415 Est. Cost $75.48 Unrealized +6.6%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $799 Shares 21,380 Est. Cost $37.81 Unrealized +2.6%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $798 Shares 7,352 Est. Cost $125.41 Unrealized -7.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $795 Shares 16,562 Est. Cost $24.93 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $787 Shares 2,510 Est. Cost $187.34 Unrealized +69.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $774 Shares 7,965 Est. Cost $69.23 Unrealized +31.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $769 Shares 11,084 Est. Cost $62.68 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $757 Shares 18,415 Est. Cost $27.78 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $731 Shares 4,215 Est. Cost $107.16 Unrealized +67.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $729 Shares 2,216 Est. Cost $118.98 Unrealized +163.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $718 Shares 10,644 Est. Cost $49.19 Unrealized +26.5%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $710 Shares 2,923 Est. Cost $232.61 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $709 Shares 2,770 Est. Cost $165.12 Unrealized +53.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $703 Shares 5,214 Est. Cost $100.75 Unrealized +49.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $696 Shares 10,960 Est. Cost $52.26 Unrealized +12.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $692 Shares 4,904 Est. Cost $72.76 Unrealized +91.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $678 Shares 5,608 Est. Cost $114.04 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $673 Shares 3,193 Est. Cost $156.70 Unrealized +27.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $660 Shares 1,413 Est. Cost $367.27 Unrealized +20.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $659 Shares 2,889 Est. Cost $158.77 Unrealized +30.8%
NKE NIKE INC CL B 0.0%
Value ($000) $657 Shares 8,670 Est. Cost $112.52 Unrealized -20.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $650 Shares 13,023 Est. Cost $39.69 Unrealized +33.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $648 Shares 2,699 Est. Cost $148.68 Unrealized +59.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $638 Shares 5,370 Est. Cost $87.58 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $635 Shares 4,015 Est. Cost $76.70 Unrealized +120.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $632 Shares 9,218 Est. Cost $57.67 Unrealized +9.5%
BLACKROCK INC COM 0.0%
Value ($000) $629 Shares 798 Est. Cost $519.95 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $628 Shares 8,803 Est. Cost $63.03 Unrealized +12.9%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $624 Shares 23,955 Est. Cost $25.30 Unrealized -12.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $624 Shares 8,010 Est. Cost $28.81 Unrealized +162.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $623 Shares 2,307 Est. Cost $19.87 Unrealized +163.3%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $618 Shares 3,177 Est. Cost $128.79 Unrealized +36.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $610 Shares 1,577 Est. Cost $225.57 Unrealized +57.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $606 Shares 2,029 Est. Cost $256.11 Unrealized +19.1%
LAM RESEARCH CORP COM 0.0%
Value ($000) $581 Shares 545 Est. Cost $573.58 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $578 Shares 1,066 Est. Cost $360.34 Unrealized +42.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $570 Shares 13,726 Est. Cost $51.41 Unrealized -20.2%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $558 Shares 2,915 Est. Cost $128.46 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $557 Shares 5,550 Est. Cost $102.39 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $555 Shares 2,731 Est. Cost $128.35 Unrealized +62.7%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $554 Shares 7,174 Est. Cost $74.26 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $553 Shares 13,931 Est. Cost $34.22 Unrealized +7.7%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $548 Shares 6,246 Est. Cost $63.11 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $547 Shares 9,424 Est. Cost $123.03 Unrealized -48.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $543 Shares 514 Est. Cost $41.84 Unrealized +65.2%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $540 Shares 12,198 Est. Cost $53.31 Unrealized -15.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $537 Shares 919 Est. Cost $277.33 Unrealized +99.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $535 Shares 2,243 Est. Cost $168.24 Unrealized +35.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $535 Shares 5,514 Est. Cost $71.41 Unrealized +24.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $534 Shares 13,285 Est. Cost $42.13 Unrealized -10.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $533 Shares 11,445 Est. Cost $32.12 Unrealized +21.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $531 Shares 1,652 Est. Cost $255.81 Unrealized +25.4%
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $526 Shares 10,766 Est. Cost $48.80 Unrealized -12.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $525 Shares 5,018 Est. Cost $104.78 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $514 Shares 625 Est. Cost $452.32 Unrealized +57.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $510 Shares 2,411 Est. Cost $196.97 Unrealized +15.3%
FISV FISERV INC COM 0.0%
Value ($000) $506 Shares 3,393 Est. Cost $104.24 Unrealized +45.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $504 Shares 2,342 Est. Cost $195.77 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $503 Shares 3,674 Est. Cost $115.21 Unrealized +12.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $502 Shares 2,259 Est. Cost $84.28 Unrealized +173.0%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $501 Shares 8,746 Est. Cost $65.32 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $500 Shares 4,856 Est. Cost $54.77 Unrealized +89.3%
MMM 3M CO COM 0.0%
Value ($000) $499 Shares 4,882 Est. Cost $126.15 Unrealized -25.3%
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $496 Shares 6,102 Est. Cost $60.80 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $493 Shares 7,823 Est. Cost $44.38 Unrealized +35.7%
MET METLIFE INC COM 0.0%
Value ($000) $479 Shares 6,818 Est. Cost $57.81 Unrealized +17.9%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $476 Shares 5,999 Est. Cost $83.25 Unrealized -6.2%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $472 Shares 3,247 Est. Cost $134.52 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $460 Shares 3,498 Est. Cost $73.85 Unrealized +69.5%
XRT SPDR S&P RETAIL ETF 0.0%
Value ($000) $456 Shares 6,076 Est. Cost $78.99 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $452 Shares 2,300 Est. Cost $172.02 Unrealized +13.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $450 Shares 6,183 Est. Cost $61.49 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $442 Shares 8,087 Est. Cost $51.04 Unrealized +7.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $433 Shares 3,342 Est. Cost $121.52 Unrealized +13.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $433 Shares 423 Est. Cost $756.92 Unrealized
LRLCY L OREAL CO ADR 0.0%
Value ($000) $431 Shares 4,910 Est. Cost $71.27 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $429 Shares 5,480 Est. Cost $49.01 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $421 Shares 5,370 Est. Cost $30.89 Unrealized +147.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $419 Shares 4,758 Est. Cost $70.35 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $418 Shares 3,237 Est. Cost $146.60 Unrealized -17.0%
CSX CSX CORP COM 0.0%
Value ($000) $417 Shares 12,478 Est. Cost $30.61 Unrealized +8.2%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $417 Shares 17,593 Est. Cost $23.06 Unrealized +3.1%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $416 Shares 18,660 Est. Cost $19.27 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $415 Shares 301 Est. Cost $91.17 Unrealized +58.0%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $411 Shares 3,033 Est. Cost $86.05 Unrealized +52.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $410 Shares 4,263 Est. Cost $79.02 Unrealized +18.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $408 Shares 2,859 Est. Cost $93.79 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $407 Shares 4,745 Est. Cost $56.66 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $406 Shares 5,004 Est. Cost $59.60 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $405 Shares 2,603 Est. Cost $114.46 Unrealized +28.1%
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value ($000) $402 Shares 13,425 Est. Cost $29.44 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $400 Shares 1,831 Est. Cost $119.53 Unrealized +79.8%
CVNA CARVANA CO CL A 0.0%
Value ($000) $400 Shares 3,108 Est. Cost $61.03 Unrealized +64.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $394 Shares 699 Est. Cost $451.97 Unrealized +18.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $392 Shares 775 Est. Cost $329.55 Unrealized +60.1%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $385 Shares 9,324 Est. Cost $22.04 Unrealized +82.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $384 Shares 8,287 Est. Cost $41.98 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $382 Shares 6,378 Est. Cost $39.60 Unrealized +40.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $382 Shares 4,921 Est. Cost $55.88 Unrealized +28.5%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $381 Shares 4,946 Est. Cost $48.48 Unrealized +51.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $380 Shares 362 Est. Cost $767.08 Unrealized +25.7%
OKTA OKTA INC CL A 0.0%
Value ($000) $379 Shares 4,051 Est. Cost $76.13 Unrealized +24.4%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $379 Shares 6,944 Est. Cost $28.23 Unrealized +68.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $377 Shares 6,383 Est. Cost $62.49 Unrealized -6.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $375 Shares 9,649 Est. Cost $34.05 Unrealized +2.6%
WSBC WESBANCO INC COM 0.0%
Value ($000) $370 Shares 13,090 Est. Cost $25.99 Unrealized +6.4%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $368 Shares 1,394 Est. Cost $205.36 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $368 Shares 2,308 Est. Cost $77.05 Unrealized +83.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $366 Shares 2,652 Est. Cost $68.27 Unrealized +91.4%
CDW CDW CORP COM 0.0%
Value ($000) $366 Shares 1,633 Est. Cost $180.11 Unrealized +25.9%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $360 Shares 716 Est. Cost $343.54 Unrealized +34.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $351 Shares 1,922 Est. Cost $166.88 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $350 Shares 819 Est. Cost $253.70 Unrealized +64.9%
EOG EOG RES INC COM 0.0%
Value ($000) $349 Shares 2,769 Est. Cost $101.09 Unrealized +20.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $347 Shares 1,483 Est. Cost $204.34 Unrealized +11.5%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $344 Shares 1,094 Est. Cost $209.24 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $344 Shares 877 Est. Cost $296.37 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $337 Shares 7,244 Est. Cost $30.61 Unrealized +45.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $334 Shares 1,295 Est. Cost $227.97 Unrealized +6.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $331 Shares 3,298 Est. Cost $89.08 Unrealized +5.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $325 Shares 3,049 Est. Cost $86.00 Unrealized +8.0%
AFL AFLAC INC COM 0.0%
Value ($000) $324 Shares 3,630 Est. Cost $57.05 Unrealized +45.6%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $322 Shares 391 Est. Cost $513.38 Unrealized +41.9%
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $321 Shares 14,478 Est. Cost $32.73 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $320 Shares 1,041 Est. Cost $261.97 Unrealized +13.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $320 Shares 4,512 Est. Cost $52.41 Unrealized +36.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $320 Shares 1,071 Est. Cost $405.47 Unrealized -17.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $315 Shares 2,380 Est. Cost $117.62 Unrealized +13.3%
STATE BANCORP INC WEST VA CDT COM 0.0%
Value ($000) $315 Shares 314,640 Est. Cost $1.00 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $314 Shares 1,133 Est. Cost $199.14 Unrealized +38.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $313 Shares 7,360 Est. Cost $26.16 Unrealized +44.1%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $312 Shares 5,686 Est. Cost $83.86 Unrealized -42.4%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $309 Shares 1,801 Est. Cost $158.10 Unrealized 0.0%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $307 Shares 17,200 Est. Cost $9.07 Unrealized +0.6%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $303 Shares 3,044 Est. Cost $93.97 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $301 Shares 4,169 Est. Cost $59.35 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $301 Shares 6,050 Est. Cost $49.49 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $299 Shares 7,916 Est. Cost $48.65 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $299 Shares 4,572 Est. Cost $49.03 Unrealized +29.6%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $298 Shares 2,499 Est. Cost $91.75 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $298 Shares 3,393 Est. Cost $73.97 Unrealized +11.7%
HUM HUMANA INC COM 0.0%
Value ($000) $297 Shares 792 Est. Cost $330.11 Unrealized 0.0%
PFS PROVIDENT FINL SVCS INC COM 0.0%
Value ($000) $296 Shares 20,623 Est. Cost $13.26 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $294 Shares 1,862 Est. Cost $81.88 Unrealized +93.6%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $293 Shares 2,242 Est. Cost $118.98 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $291 Shares 5,400 Est. Cost $43.63 Unrealized +24.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $291 Shares 489 Est. Cost $322.34 Unrealized +75.4%
TGT TARGET CORP COM 0.0%
Value ($000) $291 Shares 1,964 Est. Cost $127.07 Unrealized +16.4%
NTAP NETAPP INC COM 0.0%
Value ($000) $290 Shares 2,255 Est. Cost $90.03 Unrealized +20.6%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $286 Shares 5,374 Est. Cost $53.39 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $285 Shares 15,329 Est. Cost $17.40 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $285 Shares 743 Est. Cost $306.18 Unrealized +8.6%
TTC TORO CO COM 0.0%
Value ($000) $284 Shares 3,022 Est. Cost $60.03 Unrealized +46.9%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $283 Shares 1,457 Est. Cost $151.64 Unrealized +22.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $276 Shares 1,902 Est. Cost $109.05 Unrealized +24.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $275 Shares 3,524 Est. Cost $77.99 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $275 Shares 2,681 Est. Cost $102.45 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $272 Shares 2,946 Est. Cost $89.15 Unrealized -0.7%
WSO WATSCO INC COM 0.0%
Value ($000) $272 Shares 587 Est. Cost $343.30 Unrealized +33.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $272 Shares 1,945 Est. Cost $113.84 Unrealized +10.1%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $271 Shares 4,214 Est. Cost $64.33 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $267 Shares 493 Est. Cost $575.68 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $267 Shares 10,003 Est. Cost $20.19 Unrealized +29.9%
HPQ HP INC COM 0.0%
Value ($000) $266 Shares 7,548 Est. Cost $25.90 Unrealized +14.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $266 Shares 2,183 Est. Cost $87.20 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $266 Shares 1,099 Est. Cost $168.95 Unrealized +39.8%
BIIB BIOGEN INC COM 0.0%
Value ($000) $265 Shares 1,141 Est. Cost $274.13 Unrealized -20.7%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $263 Shares 7,595 Est. Cost $34.67 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $260 Shares 1,191 Est. Cost $162.29 Unrealized +26.1%
CTAS CINTAS CORP COM 0.0%
Value ($000) $259 Shares 370 Est. Cost $131.91 Unrealized +27.8%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $259 Shares 1,050 Est. Cost $346.62 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $258 Shares 21,106 Est. Cost $12.57 Unrealized +1.4%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $258 Shares 4,857 Est. Cost $48.53 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $256 Shares 183 Est. Cost $1094.18 Unrealized +25.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $255 Shares 2,397 Est. Cost $100.72 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $255 Shares 1,160 Est. Cost $221.46 Unrealized -3.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $254 Shares 4,050 Est. Cost $61.90 Unrealized +0.4%
COR CENCORA INC COM 0.0%
Value ($000) $252 Shares 1,117 Est. Cost $191.75 Unrealized +19.2%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $249 Shares 2,196 Est. Cost $104.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $247 Shares 1,803 Est. Cost $107.58 Unrealized +22.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $244 Shares 2,118 Est. Cost $105.86 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $242 Shares 12,925 Est. Cost $9.88 Unrealized +56.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $241 Shares 2,355 Est. Cost $93.68 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $240 Shares 1,241 Est. Cost $204.46 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $239 Shares 7,425 Est. Cost $26.51 Unrealized +22.8%
FAST FASTENAL CO COM 0.0%
Value ($000) $239 Shares 3,806 Est. Cost $28.68 Unrealized +13.7%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $237 Shares 2,543 Est. Cost $93.60 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $236 Shares 3,473 Est. Cost $69.37 Unrealized -4.8%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $236 Shares 5,425 Est. Cost $40.62 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $236 Shares 3,282 Est. Cost $75.28 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $233 Shares 4,757 Est. Cost $40.95 Unrealized +15.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $233 Shares 182 Est. Cost $997.72 Unrealized +13.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $232 Shares 2,298 Est. Cost $88.72 Unrealized +10.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $231 Shares 4,296 Est. Cost $44.47 Unrealized +14.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $228 Shares 1,136 Est. Cost $140.32 Unrealized +43.9%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $227 Shares 2,368 Est. Cost $115.13 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $227 Shares 2,495 Est. Cost $85.38 Unrealized +7.5%
TCEHY TENCENT HOLDINGS LIMITED UNSPON ADR 0.0%
Value ($000) $227 Shares 4,784 Est. Cost $47.36 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $226 Shares 1,797 Est. Cost $140.45 Unrealized -12.9%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $226 Shares 10,895 Est. Cost $14.44 Unrealized +25.2%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $225 Shares 36,941 Est. Cost $4.76 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $225 Shares 1,003 Est. Cost $209.20 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $220 Shares 4,524 Est. Cost $35.90 Unrealized +37.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $219 Shares 1,397 Est. Cost $138.38 Unrealized +10.9%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $218 Shares 2,550 Est. Cost $81.66 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $218 Shares 7,525 Est. Cost $26.11 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $217 Shares 4,568 Est. Cost $40.46 Unrealized +20.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $216 Shares 1,716 Est. Cost $122.01 Unrealized +4.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $214 Shares 6,026 Est. Cost $29.51 Unrealized +9.7%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $214 Shares 5,400 Est. Cost $36.15 Unrealized +13.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $212 Shares 4,363 Est. Cost $52.55 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $210 Shares 7,335 Est. Cost $28.34 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $206 Shares 4,358 Est. Cost $42.14 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $205 Shares 1,474 Est. Cost $137.53 Unrealized +3.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $205 Shares 1,026 Est. Cost $158.99 Unrealized +18.8%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $203 Shares 684 Est. Cost $327.39 Unrealized +3.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $202 Shares 697 Est. Cost $284.04 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $201 Shares 448 Est. Cost $401.13 Unrealized +10.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $201 Shares 2,494 Est. Cost $31.56 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $200 Shares 2,863 Est. Cost $68.06 Unrealized +2.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $200 Shares 26,887 Est. Cost $17.56 Unrealized -54.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $167 Shares 59,079 Est. Cost $6.50 Unrealized
NABZY NATIONAL AUSTRALIA BK LTD SPONSORED ADR 0.0%
Value ($000) $165 Shares 13,434 Est. Cost $10.42 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $151 Shares 22,297 Est. Cost $6.01 Unrealized
BORR BORR DRILLING LTD SHS 0.0%
Value ($000) $139 Shares 21,600 Est. Cost $6.07 Unrealized -6.6%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $137 Shares 25,666 Est. Cost $6.69 Unrealized -13.6%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $135 Shares 15,463 Est. Cost $8.23 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $116 Shares 10,774 Est. Cost $8.65 Unrealized
BCYIF ISHARES PLC SHS FTSE 100 FUN 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $10.04 Unrealized
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $85 Shares 17,071 Est. Cost $4.31 Unrealized -6.9%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $77 Shares 41,857 Est. Cost $1.70 Unrealized +30.9%
WAVEDANCER INC COM NEW 0.0%
Value ($000) $62 Shares 30,000 Est. Cost $1.94 Unrealized
TCRX TSCAN THERAPEUTICS INC COM 0.0%
Value ($000) $59 Shares 10,000 Est. Cost $2.37 Unrealized +231.7%
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value ($000) $58 Shares 24,129 Est. Cost $2.56 Unrealized +27.3%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $57 Shares 12,387 Est. Cost $4.17 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $57 Shares 13,530 Est. Cost $3.51 Unrealized
HLDCY HENDERSON LAND DEV CO LTD SPONSORED ADR 0.0%
Value ($000) $45 Shares 17,140 Est. Cost $3.13 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $43 Shares 15,925 Est. Cost $2.43 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $42 Shares 25,000 Est. Cost $2.07 Unrealized +16.4%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $32 Shares 12,925 Est. Cost $1.90 Unrealized +33.2%
ALSMY ALSTOM ADR 0.0%
Value ($000) $20 Shares 12,270 Est. Cost $1.65 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $16 Shares 24,625 Est. Cost $18.49 Unrealized
TELHF TEARLACH RES LTD COM 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.44 Unrealized -95.1%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +20.3%
ZENERGY BRANDS INC COM 0.0%
Value ($000) $0 Shares 24,044,117 Est. Cost Unrealized
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 -100.0%