Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Aug 29, 2024

Total Value ($000): $2,054,884 (100.0% shares, 0.0% debt)

Holdings (427)

IWF ISHARES RUSSELL 1000 GROWTH ETF 9.2%
Value ($000) $188,654 Shares 772,129 Est. Cost $129.69 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8.0%
Value ($000) $164,077 Shares 2,648,531 Est. Cost $61.94 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.1%
Value ($000) $146,334 Shares 961,081 Est. Cost $119.15 Unrealized
VTV VANGUARD VALUE ETF 6.8%
Value ($000) $140,528 Shares 1,017,505 Est. Cost $111.42 Unrealized
VUG VANGUARD GROWTH ETF 4.8%
Value ($000) $98,917 Shares 396,556 Est. Cost $214.55 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 3.5%
Value ($000) $71,784 Shares 1,416,980 Est. Cost $50.29 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.4%
Value ($000) $49,512 Shares 469,304 Est. Cost $71.75 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.3%
Value ($000) $48,172 Shares 117,668 Est. Cost $331.57 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 2.2%
Value ($000) $44,410 Shares 955,258 Est. Cost $41.49 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.1%
Value ($000) $42,674 Shares 396,082 Est. Cost $109.41 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $42,139 Shares 255,544 Est. Cost $104.60 Unrealized +39.1%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.8%
Value ($000) $37,940 Shares 795,391 Est. Cost $45.59 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.8%
Value ($000) $37,857 Shares 601,961 Est. Cost $69.19 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.7%
Value ($000) $35,221 Shares 221,848 Est. Cost $112.28 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.6%
Value ($000) $31,869 Shares 69,520 Est. Cost $461.36 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $29,503 Shares 102,335 Est. Cost $145.53 Unrealized +71.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 1.3%
Value ($000) $26,321 Shares 121,627 Est. Cost $166.59 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.2%
Value ($000) $24,374 Shares 107,461 Est. Cost $178.79 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $23,843 Shares 174,013 Est. Cost $107.92 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.1%
Value ($000) $23,449 Shares 99,607 Est. Cost $164.58 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 1.1%
Value ($000) $22,991 Shares 230,806 Est. Cost $99.61 Unrealized
SYK STRYKER CORPORATION COM 1.1%
Value ($000) $22,629 Shares 79,269 Est. Cost $78.95 Unrealized +226.5%
CBU COMMUNITY BK SYS INC COM 1.1%
Value ($000) $22,461 Shares 424,368 Est. Cost $53.53 Unrealized -1.2%
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $21,847 Shares 53,145 Est. Cost $389.51 Unrealized
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $17,644 Shares 46,917 Est. Cost $371.23 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.8%
Value ($000) $17,313 Shares 189,916 Est. Cost $63.47 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $17,087 Shares 255,608 Est. Cost $57.77 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $16,667 Shares 248,506 Est. Cost $59.38 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $16,621 Shares 248,784 Est. Cost $77.80 Unrealized
REET ISHARES GLOBAL REIT ETF 0.7%
Value ($000) $15,091 Shares 658,153 Est. Cost $22.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $15,051 Shares 48,744 Est. Cost $216.27 Unrealized +42.5%
FCF FIRST COMWLTH FINL CORP PA COM 0.7%
Value ($000) $14,976 Shares 1,204,858 Est. Cost $11.05 Unrealized +17.3%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $12,999 Shares 125,854 Est. Cost $123.48 Unrealized -21.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $12,138 Shares 48,519 Est. Cost $247.91 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.5%
Value ($000) $10,093 Shares 245,208 Est. Cost $42.65 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $9,767 Shares 93,913 Est. Cost $108.57 Unrealized -11.7%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $8,480 Shares 81,746 Est. Cost $107.84 Unrealized -11.7%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $8,085 Shares 154,658 Est. Cost $42.74 Unrealized +4.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $7,200 Shares 150,476 Est. Cost $62.20 Unrealized
MSA MSA SAFETY INC COM 0.3%
Value ($000) $6,811 Shares 51,022 Est. Cost $100.71 Unrealized +33.8%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $6,670 Shares 43,030 Est. Cost $113.26 Unrealized +30.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $6,441 Shares 142,601 Est. Cost $42.33 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $6,399 Shares 43,033 Est. Cost $101.39 Unrealized +31.4%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $6,255 Shares 22,518 Est. Cost $18.65 Unrealized +15.9%
META META PLATFORMS INC CL A 0.3%
Value ($000) $6,220 Shares 29,348 Est. Cost $159.15 Unrealized +6.3%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $6,164 Shares 56,214 Est. Cost $49.47 Unrealized +102.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $6,136 Shares 151,881 Est. Cost $40.21 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $6,121 Shares 12,951 Est. Cost $293.23 Unrealized +55.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $5,991 Shares 39,675 Est. Cost $80.35 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,899 Shares 37,013 Est. Cost $75.76 Unrealized +82.3%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $5,835 Shares 106,125 Est. Cost $37.42 Unrealized +28.2%
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $5,657 Shares 68,120 Est. Cost $79.38 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $5,536 Shares 42,480 Est. Cost $110.23 Unrealized +16.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $5,247 Shares 56,976 Est. Cost $83.23 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $4,992 Shares 24,457 Est. Cost $168.74 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $4,916 Shares 49,333 Est. Cost $101.50 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $4,899 Shares 21,731 Est. Cost $159.44 Unrealized +36.6%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $4,703 Shares 13,695 Est. Cost $201.56 Unrealized +63.7%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $4,609 Shares 146,558 Est. Cost $39.12 Unrealized -10.9%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $4,438 Shares 15,872 Est. Cost $194.87 Unrealized +28.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $4,384 Shares 33,866 Est. Cost $90.50 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $4,356 Shares 34,144 Est. Cost $69.92 Unrealized +66.5%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $4,315 Shares 19,158 Est. Cost $183.74 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $4,306 Shares 40,195 Est. Cost $64.24 Unrealized +53.6%
BX BLACKSTONE INC COM 0.2%
Value ($000) $4,258 Shares 48,479 Est. Cost $41.53 Unrealized +95.4%
AMGN AMGEN INC COM 0.2%
Value ($000) $4,190 Shares 17,333 Est. Cost $165.23 Unrealized +35.6%
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value ($000) $4,170 Shares 21,890 Est. Cost $161.31 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $4,103 Shares 65,656 Est. Cost $45.24 Unrealized +22.5%
XTL SPDR S&P TELECOM ETF 0.2%
Value ($000) $4,014 Shares 49,518 Est. Cost $59.17 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,942 Shares 20,796 Est. Cost $218.43 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3,935 Shares 23,643 Est. Cost $121.96 Unrealized +30.4%
WMT WALMART INC COM 0.2%
Value ($000) $3,828 Shares 25,959 Est. Cost $34.49 Unrealized +32.8%
PEP PEPSICO INC COM 0.2%
Value ($000) $3,818 Shares 20,942 Est. Cost $103.76 Unrealized +53.0%
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,541 Shares 11,999 Est. Cost $212.32 Unrealized +34.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,532 Shares 18,479 Est. Cost $140.99 Unrealized +25.3%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $3,495 Shares 17,497 Est. Cost $63.65 Unrealized +33.1%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $3,385 Shares 24,362 Est. Cost $135.15 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $3,377 Shares 16,280 Est. Cost $256.07 Unrealized -31.9%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,227 Shares 19,779 Est. Cost $91.81 Unrealized +61.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $3,123 Shares 64,001 Est. Cost $45.98 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $3,122 Shares 21,825 Est. Cost $67.69 Unrealized +86.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,118 Shares 37,643 Est. Cost $61.48 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $3,081 Shares 7,992 Est. Cost $227.40 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $3,014 Shares 79,501 Est. Cost $35.49 Unrealized -2.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $3,002 Shares 31,049 Est. Cost $91.99 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $2,975 Shares 22,271 Est. Cost $122.01 Unrealized -0.7%
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $2,959 Shares 83,573 Est. Cost $32.98 Unrealized +19.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,894 Shares 42,756 Est. Cost $57.08 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $2,860 Shares 7,870 Est. Cost $226.28 Unrealized +58.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,839 Shares 30,548 Est. Cost $59.79 Unrealized +41.8%
XRT SPDR S&P RETAIL ETF 0.1%
Value ($000) $2,823 Shares 44,519 Est. Cost $89.21 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $2,642 Shares 64,747 Est. Cost $29.35 Unrealized +24.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,610 Shares 26,152 Est. Cost $45.51 Unrealized +118.6%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $2,598 Shares 38,400 Est. Cost $62.68 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2,532 Shares 20,350 Est. Cost $154.58 Unrealized -26.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $2,522 Shares 50,125 Est. Cost $50.51 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,387 Shares 8,352 Est. Cost $140.81 Unrealized +85.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,310 Shares 22,815 Est. Cost $72.61 Unrealized +37.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $2,297 Shares 12,875 Est. Cost $203.84 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,271 Shares 9,280 Est. Cost $158.41 Unrealized +37.4%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $2,195 Shares 50,000 Est. Cost $22.84 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $2,187 Shares 9,558 Est. Cost $166.95 Unrealized +38.1%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $2,150 Shares 43,570 Est. Cost $28.32 Unrealized +74.4%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $2,135 Shares 13,083 Est. Cost $107.79 Unrealized +35.8%
EQT EQT CORP COM 0.1%
Value ($000) $2,132 Shares 66,800 Est. Cost $14.66 Unrealized +109.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $2,099 Shares 5,447 Est. Cost $277.17 Unrealized +28.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $2,098 Shares 3,637 Est. Cost $390.61 Unrealized +43.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $2,042 Shares 20,855 Est. Cost $64.61 Unrealized +42.8%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value ($000) $1,911 Shares 47,115 Est. Cost $45.03 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,849 Shares 9,244 Est. Cost $101.68 Unrealized +89.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,795 Shares 15,315 Est. Cost $114.04 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,788 Shares 3,848 Est. Cost $50.95 Unrealized +71.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,781 Shares 23,843 Est. Cost $55.24 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,780 Shares 22,715 Est. Cost $58.97 Unrealized +28.3%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,746 Shares 17,441 Est. Cost $130.40 Unrealized -24.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,746 Shares 5,541 Est. Cost $187.76 Unrealized +59.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,728 Shares 16,593 Est. Cost $63.22 Unrealized +53.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,710 Shares 53,187 Est. Cost $27.78 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,704 Shares 8,528 Est. Cost $211.44 Unrealized -21.1%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $1,699 Shares 14,875 Est. Cost $45.85 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $1,678 Shares 51,374 Est. Cost $44.36 Unrealized -38.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,622 Shares 56,711 Est. Cost $30.67 Unrealized -0.3%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $1,609 Shares 18,797 Est. Cost $64.63 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,607 Shares 15,883 Est. Cost $83.29 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,589 Shares 22,921 Est. Cost $50.96 Unrealized +20.7%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,545 Shares 7,326 Est. Cost $221.99 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.1%
Value ($000) $1,534 Shares 16,918 Est. Cost $68.32 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,500 Shares 12,198 Est. Cost $113.04 Unrealized +3.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,491 Shares 21,265 Est. Cost $43.94 Unrealized +39.1%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,485 Shares 9,785 Est. Cost $145.84 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,474 Shares 14,963 Est. Cost $58.61 Unrealized +48.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,456 Shares 11,106 Est. Cost $104.35 Unrealized +15.7%
T AT&T INC COM 0.1%
Value ($000) $1,453 Shares 75,491 Est. Cost $16.20 Unrealized +1.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,411 Shares 2,839 Est. Cost $342.38 Unrealized +37.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,401 Shares 7,223 Est. Cost $111.09 Unrealized +42.4%
BA BOEING CO COM 0.1%
Value ($000) $1,401 Shares 6,594 Est. Cost $212.92 Unrealized -2.4%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,383 Shares 15,850 Est. Cost $48.16 Unrealized +81.9%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,335 Shares 18,664 Est. Cost $87.49 Unrealized
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1,310 Shares 17,958 Est. Cost $49.21 Unrealized +40.5%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,309 Shares 60,306 Est. Cost $16.84 Unrealized +17.9%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,263 Shares 39,929 Est. Cost $22.06 Unrealized +57.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,244 Shares 16,141 Est. Cost $65.42 Unrealized +8.0%
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,242 Shares 1,936 Est. Cost $38.32 Unrealized +50.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,236 Shares 4,902 Est. Cost $194.82 Unrealized +15.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $1,233 Shares 5,172 Est. Cost $174.14 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $1,225 Shares 9,483 Est. Cost $125.41 Unrealized -2.5%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,224 Shares 8,449 Est. Cost $114.53 Unrealized +22.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,184 Shares 3,426 Est. Cost $38.79 Unrealized -14.7%
ATI ATI INC COM 0.1%
Value ($000) $1,183 Shares 29,971 Est. Cost $37.76 Unrealized 0.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,127 Shares 5,599 Est. Cost $159.69 Unrealized +18.6%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,127 Shares 17,308 Est. Cost $66.33 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1,113 Shares 55,870 Est. Cost $12.59 Unrealized +73.9%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1,092 Shares 101,603 Est. Cost $11.91 Unrealized -18.9%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,092 Shares 3,072 Est. Cost $322.30 Unrealized 0.0%
DE DEERE & CO COM 0.1%
Value ($000) $1,087 Shares 2,632 Est. Cost $270.14 Unrealized +47.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,086 Shares 20,906 Est. Cost $59.61 Unrealized
AME AMETEK INC COM 0.1%
Value ($000) $1,078 Shares 7,420 Est. Cost $90.07 Unrealized +54.8%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,077 Shares 406 Est. Cost $1958.53 Unrealized +22.2%
SM SM ENERGY CO COM 0.1%
Value ($000) $1,066 Shares 37,865 Est. Cost $64.81 Unrealized -56.2%
MCO MOODYS CORP COM 0.1%
Value ($000) $1,060 Shares 3,463 Est. Cost $244.78 Unrealized +20.5%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,055 Shares 5,648 Est. Cost $138.27 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $1,049 Shares 6,357 Est. Cost $128.46 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,038 Shares 4,898 Est. Cost $188.11 Unrealized +15.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,016 Shares 2,200 Est. Cost $228.59 Unrealized +93.4%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $1,014 Shares 21,693 Est. Cost $37.81 Unrealized +25.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $999 Shares 4,839 Est. Cost $180.89 Unrealized +0.6%
AON AON PLC SHS CL A 0.0%
Value ($000) $996 Shares 3,160 Est. Cost $217.69 Unrealized +39.3%
MTB M & T BK CORP COM 0.0%
Value ($000) $986 Shares 8,245 Est. Cost $127.54 Unrealized +3.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $968 Shares 9,874 Est. Cost $78.06 Unrealized +4.3%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $956 Shares 24,579 Est. Cost $39.31 Unrealized -16.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $945 Shares 5,727 Est. Cost $129.08 Unrealized +24.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $942 Shares 15,826 Est. Cost $73.84 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $934 Shares 3,656 Est. Cost $201.49 Unrealized +37.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $931 Shares 2 Est. Cost $311378.80 Unrealized +49.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $929 Shares 378 Est. Cost $1431.79 Unrealized +70.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $926 Shares 16,769 Est. Cost $55.85 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $920 Shares 12,376 Est. Cost $61.93 Unrealized +21.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $904 Shares 5,850 Est. Cost $40.32 Unrealized +277.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $895 Shares 20,399 Est. Cost $51.93 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $889 Shares 10,709 Est. Cost $57.67 Unrealized +29.5%
INTU INTUIT COM 0.0%
Value ($000) $887 Shares 1,990 Est. Cost $470.30 Unrealized -14.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $884 Shares 11,646 Est. Cost $129.09 Unrealized -40.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $883 Shares 22,842 Est. Cost $24.93 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $858 Shares 10,468 Est. Cost $36.28 Unrealized +6.1%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $849 Shares 3,361 Est. Cost $145.19 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $839 Shares 9,629 Est. Cost $61.76 Unrealized +33.7%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $831 Shares 2,082 Est. Cost $383.34 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $823 Shares 2,516 Est. Cost $253.15 Unrealized +27.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $817 Shares 1,728 Est. Cost $353.80 Unrealized +22.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $812 Shares 10,556 Est. Cost $75.65 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $802 Shares 14,848 Est. Cost $39.10 Unrealized +31.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $795 Shares 9,976 Est. Cost $34.82 Unrealized +113.7%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $794 Shares 8,484 Est. Cost $101.26 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $794 Shares 9,040 Est. Cost $65.99 Unrealized +28.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $767 Shares 6,980 Est. Cost $131.32 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $763 Shares 3,869 Est. Cost $156.61 Unrealized +8.9%
CDW CDW CORP COM 0.0%
Value ($000) $761 Shares 3,906 Est. Cost $180.11 Unrealized +5.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $759 Shares 18,637 Est. Cost $29.26 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $758 Shares 12,507 Est. Cost $60.72 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $755 Shares 8,077 Est. Cost $104.57 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $753 Shares 6,134 Est. Cost $119.52 Unrealized -6.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $748 Shares 3,664 Est. Cost $209.33 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $747 Shares 1,116 Est. Cost $505.56 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $737 Shares 2,297 Est. Cost $341.93 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $731 Shares 21,238 Est. Cost $34.42 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $729 Shares 4,875 Est. Cost $166.88 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $728 Shares 2,111 Est. Cost $313.22 Unrealized +9.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $714 Shares 9,245 Est. Cost $62.80 Unrealized +12.5%
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $713 Shares 10,766 Est. Cost $67.43 Unrealized -3.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $712 Shares 3,828 Est. Cost $123.87 Unrealized +30.3%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $708 Shares 12,317 Est. Cost $53.46 Unrealized 0.0%
DCH AMERICAN AXLE & MFG HLDGS INC COM 0.0%
Value ($000) $691 Shares 88,471 Est. Cost $8.58 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $688 Shares 12,436 Est. Cost $50.12 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $686 Shares 12,354 Est. Cost $65.32 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $681 Shares 6,520 Est. Cost $85.08 Unrealized +10.2%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $669 Shares 5,266 Est. Cost $113.68 Unrealized +18.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $661 Shares 2,877 Est. Cost $218.68 Unrealized -12.8%
ANSYS INC COM 0.0%
Value ($000) $656 Shares 1,972 Est. Cost $298.51 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $636 Shares 4,021 Est. Cost $133.32 Unrealized +2.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $635 Shares 12,129 Est. Cost $42.21 Unrealized +66.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $634 Shares 2,830 Est. Cost $143.83 Unrealized +47.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $624 Shares 6,531 Est. Cost $60.37 Unrealized +9.2%
MMM 3M CO COM 0.0%
Value ($000) $620 Shares 5,902 Est. Cost $129.12 Unrealized -34.3%
FISV FISERV INC COM 0.0%
Value ($000) $611 Shares 5,402 Est. Cost $104.24 Unrealized +5.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $610 Shares 16,710 Est. Cost $42.63 Unrealized -9.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $596 Shares 7,335 Est. Cost $83.75 Unrealized -11.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $594 Shares 6,106 Est. Cost $82.47 Unrealized +25.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $592 Shares 697 Est. Cost $41.84 Unrealized +30.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $591 Shares 5,431 Est. Cost $100.75 Unrealized +9.7%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $588 Shares 18,652 Est. Cost $22.07 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $584 Shares 15,614 Est. Cost $40.97 Unrealized -1.2%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $579 Shares 23,258 Est. Cost $25.56 Unrealized +3.3%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $578 Shares 4,024 Est. Cost $145.09 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $577 Shares 12,928 Est. Cost $31.20 Unrealized +16.3%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $569 Shares 7,463 Est. Cost $49.01 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $559 Shares 14,467 Est. Cost $25.56 Unrealized +33.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $550 Shares 2,822 Est. Cost $161.83 Unrealized +25.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $543 Shares 3,170 Est. Cost $122.49 Unrealized +40.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $543 Shares 2,309 Est. Cost $18.89 Unrealized +129.2%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $535 Shares 6,296 Est. Cost $63.11 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $529 Shares 12,602 Est. Cost $46.91 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $529 Shares 6,788 Est. Cost $61.41 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $526 Shares 2,060 Est. Cost $309.19 Unrealized -20.3%
CME CME GROUP INC COM 0.0%
Value ($000) $525 Shares 2,739 Est. Cost $171.73 Unrealized -5.7%
WEX WEX INC COM 0.0%
Value ($000) $522 Shares 2,841 Est. Cost $182.16 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $513 Shares 5,668 Est. Cost $81.17 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $506 Shares 5,595 Est. Cost $90.46 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $503 Shares 1,753 Est. Cost $227.97 Unrealized +18.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $501 Shares 2,229 Est. Cost $255.04 Unrealized -12.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $501 Shares 7,164 Est. Cost $59.60 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $498 Shares 4,029 Est. Cost $117.53 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $497 Shares 4,212 Est. Cost $86.00 Unrealized +17.5%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $496 Shares 4,741 Est. Cost $104.66 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $495 Shares 6,707 Est. Cost $56.66 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $493 Shares 32,630 Est. Cost $17.94 Unrealized -20.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $490 Shares 4,838 Est. Cost $71.15 Unrealized +28.8%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $489 Shares 3,830 Est. Cost $134.52 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $487 Shares 2,939 Est. Cost $128.56 Unrealized +15.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $484 Shares 3,591 Est. Cost $75.09 Unrealized +56.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $482 Shares 1,679 Est. Cost $222.77 Unrealized +14.6%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $482 Shares 2,511 Est. Cost $177.79 Unrealized 0.0%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $482 Shares 24,925 Est. Cost $19.27 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $477 Shares 2,867 Est. Cost $152.59 Unrealized +4.4%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $472 Shares 12,774 Est. Cost $21.40 Unrealized +65.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $471 Shares 3,479 Est. Cost $113.50 Unrealized +2.4%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $469 Shares 5,735 Est. Cost $83.86 Unrealized -3.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $454 Shares 987 Est. Cost $302.83 Unrealized +50.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $446 Shares 14,076 Est. Cost $28.06 Unrealized +13.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $441 Shares 1,789 Est. Cost $247.90 Unrealized -2.9%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $439 Shares 9,764 Est. Cost $74.75 Unrealized -48.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $433 Shares 5,756 Est. Cost $71.37 Unrealized -2.5%
HUM HUMANA INC COM 0.0%
Value ($000) $429 Shares 884 Est. Cost $429.92 Unrealized +11.3%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $427 Shares 4,784 Est. Cost $67.86 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $426 Shares 4,250 Est. Cost $99.90 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $425 Shares 4,407 Est. Cost $89.55 Unrealized -1.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $425 Shares 22,667 Est. Cost $19.05 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $422 Shares 4,998 Est. Cost $78.91 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $421 Shares 3,040 Est. Cost $122.29 Unrealized +17.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $420 Shares 1,179 Est. Cost $241.15 Unrealized +47.7%
RICE ACQUISITION CORP II UNIT 0.0%
Value ($000) $419 Shares 39,714 Est. Cost $10.10 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $416 Shares 9,083 Est. Cost $44.21 Unrealized -2.5%
FAST FASTENAL CO COM 0.0%
Value ($000) $412 Shares 7,630 Est. Cost $14.37 Unrealized +66.3%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $410 Shares 5,512 Est. Cost $30.89 Unrealized +146.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $409 Shares 2,460 Est. Cost $164.67 Unrealized -8.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $408 Shares 8,708 Est. Cost $52.36 Unrealized -15.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $408 Shares 5,679 Est. Cost $20.45 Unrealized +40.2%
NVR NVR INC COM 0.0%
Value ($000) $407 Shares 73 Est. Cost $3131.33 Unrealized +64.8%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $406 Shares 7,974 Est. Cost $49.03 Unrealized -1.9%
WSBC WESBANCO INC COM 0.0%
Value ($000) $406 Shares 13,083 Est. Cost $41.51 Unrealized -14.8%
KINIKSA PHARMACEUTICALS LTD COM CL A 0.0%
Value ($000) $406 Shares 37,696 Est. Cost $9.92 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $405 Shares 14,478 Est. Cost $38.20 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $396 Shares 2,153 Est. Cost $116.44 Unrealized +51.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $390 Shares 733 Est. Cost $555.72 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $388 Shares 24,791 Est. Cost $17.47 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $381 Shares 5,480 Est. Cost $53.63 Unrealized +13.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $372 Shares 10,910 Est. Cost $42.91 Unrealized -13.1%
WAB WABTEC COM 0.0%
Value ($000) $368 Shares 3,638 Est. Cost $79.07 Unrealized +27.1%
PCAR PACCAR INC COM 0.0%
Value ($000) $366 Shares 4,994 Est. Cost $54.09 Unrealized +18.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $364 Shares 4,401 Est. Cost $89.32 Unrealized -12.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $359 Shares 1,590 Est. Cost $211.07 Unrealized -0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $358 Shares 5,934 Est. Cost $43.24 Unrealized +36.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $356 Shares 11,724 Est. Cost $20.10 Unrealized +71.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $352 Shares 4,086 Est. Cost $76.12 Unrealized 0.0%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $351 Shares 17,200 Est. Cost $39.57 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $350 Shares 3,152 Est. Cost $60.03 Unrealized +85.5%
BIIB BIOGEN INC COM 0.0%
Value ($000) $342 Shares 1,230 Est. Cost $283.26 Unrealized -2.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $340 Shares 4,758 Est. Cost $69.59 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $340 Shares 1,288 Est. Cost $248.02 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $335 Shares 1,594 Est. Cost $148.83 Unrealized +42.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $333 Shares 1,344 Est. Cost $193.03 Unrealized +20.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $332 Shares 2,859 Est. Cost $84.70 Unrealized +32.2%
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $330 Shares 2,708 Est. Cost $121.88 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $327 Shares 3,417 Est. Cost $78.46 Unrealized +8.1%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $323 Shares 6,754 Est. Cost $52.55 Unrealized
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value ($000) $322 Shares 13,425 Est. Cost $27.71 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $321 Shares 5,738 Est. Cost $60.57 Unrealized -16.5%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $320 Shares 6,568 Est. Cost $39.93 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $315 Shares 9,194 Est. Cost $28.72 Unrealized +7.5%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $315 Shares 864 Est. Cost $383.45 Unrealized -18.2%
STATE BANCORP INC WEST VA CDT COM 0.0%
Value ($000) $315 Shares 314,640 Est. Cost $1.00 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $311 Shares 1,740 Est. Cost $112.98 Unrealized +52.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $309 Shares 2,961 Est. Cost $107.22 Unrealized -6.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $308 Shares 3,118 Est. Cost $118.80 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $308 Shares 797 Est. Cost $303.12 Unrealized +17.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $307 Shares 8,291 Est. Cost $41.98 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $300 Shares 3,510 Est. Cost $68.25 Unrealized +5.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $299 Shares 6,735 Est. Cost $43.32 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $297 Shares 592 Est. Cost $449.31 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $296 Shares 4,380 Est. Cost $51.35 Unrealized +26.9%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $295 Shares 5,072 Est. Cost $47.71 Unrealized +21.5%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $293 Shares 1,569 Est. Cost $205.36 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $293 Shares 2,215 Est. Cost $116.56 Unrealized +4.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $289 Shares 6,368 Est. Cost $38.77 Unrealized +15.4%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $288 Shares 7,975 Est. Cost $33.10 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $285 Shares 9,531 Est. Cost $25.93 Unrealized +4.7%
XYL XYLEM INC COM 0.0%
Value ($000) $283 Shares 2,705 Est. Cost $100.91 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $273 Shares 2,432 Est. Cost $112.19 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $273 Shares 2,998 Est. Cost $80.82 Unrealized +1.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $272 Shares 887 Est. Cost $248.08 Unrealized +26.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $271 Shares 1,852 Est. Cost $158.11 Unrealized -12.1%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $268 Shares 1,349 Est. Cost $181.26 Unrealized +17.9%
CSX CSX CORP COM 0.0%
Value ($000) $267 Shares 8,922 Est. Cost $29.47 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $265 Shares 4,607 Est. Cost $57.54 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $263 Shares 10,708 Est. Cost $19.71 Unrealized +11.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $262 Shares 319 Est. Cost $750.05 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $262 Shares 5,176 Est. Cost $36.01 Unrealized +40.4%
MET METLIFE INC COM 0.0%
Value ($000) $261 Shares 4,512 Est. Cost $53.66 Unrealized +15.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $259 Shares 381 Est. Cost $680.71 Unrealized
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $257 Shares 5,400 Est. Cost $36.15 Unrealized +31.8%
SEAGEN INC COM 0.0%
Value ($000) $256 Shares 1,263 Est. Cost $202.47 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $254 Shares 4,184 Est. Cost $90.82 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $252 Shares 4,024 Est. Cost $60.63 Unrealized -2.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $250 Shares 1,047 Est. Cost $197.60 Unrealized +15.4%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $250 Shares 1,560 Est. Cost $154.59 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $249 Shares 62,693 Est. Cost $6.70 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $247 Shares 19,624 Est. Cost $13.51 Unrealized -24.5%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $246 Shares 3,282 Est. Cost $74.83 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $243 Shares 2,960 Est. Cost $85.52 Unrealized -6.4%
GLW CORNING INC COM 0.0%
Value ($000) $243 Shares 6,877 Est. Cost $32.11 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $242 Shares 727 Est. Cost $278.00 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $239 Shares 427 Est. Cost $511.54 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $238 Shares 6,497 Est. Cost $55.20 Unrealized -33.6%
TCEHY TENCENT HOLDINGS LIMITED UNSPON ADR 0.0%
Value ($000) $237 Shares 4,839 Est. Cost $49.06 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $235 Shares 4,834 Est. Cost $48.53 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $235 Shares 698 Est. Cost $320.08 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $233 Shares 6,105 Est. Cost $32.44 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $229 Shares 1,997 Est. Cost $95.21 Unrealized +14.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $229 Shares 20,147 Est. Cost $11.68 Unrealized +4.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $227 Shares 3,920 Est. Cost $57.97 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $226 Shares 6,365 Est. Cost $28.00 Unrealized +21.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $226 Shares 2,196 Est. Cost $104.42 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $224 Shares 1,397 Est. Cost $160.32 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $224 Shares 4,472 Est. Cost $47.13 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $223 Shares 2,347 Est. Cost $80.37 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $223 Shares 3,692 Est. Cost $57.76 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $222 Shares 9,270 Est. Cost $25.05 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $221 Shares 3,433 Est. Cost $56.38 Unrealized +14.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $221 Shares 2,355 Est. Cost $93.68 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $218 Shares 1,225 Est. Cost $177.82 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $218 Shares 7,748 Est. Cost $31.25 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $216 Shares 3,541 Est. Cost $69.74 Unrealized -14.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $212 Shares 5,173 Est. Cost $39.99 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $212 Shares 480 Est. Cost $424.39 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $211 Shares 422 Est. Cost $478.56 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $209 Shares 8,075 Est. Cost $25.90 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $209 Shares 2,200 Est. Cost $83.54 Unrealized 0.0%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $208 Shares 2,567 Est. Cost $81.06 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $207 Shares 1,952 Est. Cost $108.78 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $207 Shares 1,207 Est. Cost $160.16 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $206 Shares 811 Est. Cost $217.16 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $206 Shares 581 Est. Cost $325.31 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $204.51 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $203 Shares 3,710 Est. Cost $47.30 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $202 Shares 653 Est. Cost $323.46 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $202 Shares 1,029 Est. Cost $192.12 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $201 Shares 4,071 Est. Cost $42.89 Unrealized 0.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $183 Shares 10,467 Est. Cost $17.44 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $148 Shares 14,535 Est. Cost $9.88 Unrealized +4.8%
FNCB BANCORP INC COM 0.0%
Value ($000) $138 Shares 22,297 Est. Cost $6.01 Unrealized
SUMO LOGIC INC COM 0.0%
Value ($000) $136 Shares 11,318 Est. Cost $13.52 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $135 Shares 10,810 Est. Cost $12.47 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $129 Shares 14,687 Est. Cost $8.76 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $117 Shares 26,006 Est. Cost $4.49 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $111 Shares 63,216 Est. Cost $1.70 Unrealized 0.0%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $86 Shares 37,478 Est. Cost $4.95 Unrealized
HLDCY HENDERSON LAND DEV CO LTD SPONSORED ADR 0.0%
Value ($000) $54 Shares 15,631 Est. Cost $3.46 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $49 Shares 25,000 Est. Cost $2.07 Unrealized 0.0%
JROOF JERICHO ENERGY VENTURES INC COM&VARB VTG SHS 0.0%
Value ($000) $47 Shares 225,100 Est. Cost $0.29 Unrealized -17.3%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $40 Shares 10,770 Est. Cost $3.69 Unrealized
FREQUENCY THERAPEUTICS INC COM 0.0%
Value ($000) $36 Shares 70,670 Est. Cost $1.50 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $29 Shares 29,050 Est. Cost $18.49 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $29 Shares 10,140 Est. Cost $2.82 Unrealized
AACAY AAC TECHNOLOGIES HOLDINGS INC UNSPONSORED ADR 0.0%
Value ($000) $26 Shares 10,656 Est. Cost $2.47 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $25 Shares 10,972 Est. Cost $2.32 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $23 Shares 13,630 Est. Cost $1.92 Unrealized -13.7%
TCRX TSCAN THERAPEUTICS INC COM 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $2.37 Unrealized 0.0%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $17 Shares 11,454 Est. Cost $1.05 Unrealized
GLOBALSTAR INC COM 0.0%
Value ($000) $17 Shares 14,438 Est. Cost $1.45 Unrealized
NEUBASE THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 79,620 Est. Cost $2.60 Unrealized
JGLCF JS GLOBAL LIFESTYLE CO LTD ORD SHS 0.0%
Value ($000) $13 Shares 13,000 Est. Cost $0.23 Unrealized -18.0%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $9 Shares 36,150 Est. Cost $0.11 Unrealized
TELHF TEARLACH RES LTD COM 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $1.09 Unrealized 0.0%
MMNFQ MEDMEN ENTERPRISES INC SHS 0.0%
Value ($000) $0 Shares 29,575 Est. Cost $0.14 Unrealized -82.6%
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized -53.0%
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 -96.3%
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized