Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Aug 29, 2024

Total Value ($000): $1,926,057 (100.0% shares, 0.0% debt)

Holdings (381)

IWF ISHARES RUSSELL 1000 GROWTH ETF 9.9%
Value ($000) $191,040 Shares 716,835 Est. Cost $129.69 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8.3%
Value ($000) $160,123 Shares 2,669,168 Est. Cost $61.89 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.3%
Value ($000) $140,180 Shares 917,368 Est. Cost $119.15 Unrealized
VTV VANGUARD VALUE ETF 7.2%
Value ($000) $138,120 Shares 1,001,377 Est. Cost $111.42 Unrealized
VUG VANGUARD GROWTH ETF 5.6%
Value ($000) $107,322 Shares 394,117 Est. Cost $214.55 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 3.4%
Value ($000) $65,378 Shares 1,359,201 Est. Cost $50.29 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 2.6%
Value ($000) $49,713 Shares 1,084,498 Est. Cost $42.12 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.6%
Value ($000) $49,645 Shares 116,135 Est. Cost $331.57 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.2%
Value ($000) $41,851 Shares 405,058 Est. Cost $71.75 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $40,376 Shares 235,829 Est. Cost $104.60 Unrealized +73.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.0%
Value ($000) $39,328 Shares 574,634 Est. Cost $69.19 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.8%
Value ($000) $35,533 Shares 346,530 Est. Cost $109.41 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.6%
Value ($000) $30,749 Shares 710,307 Est. Cost $45.59 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.6%
Value ($000) $30,349 Shares 190,288 Est. Cost $112.28 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.6%
Value ($000) $30,179 Shares 66,090 Est. Cost $461.36 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $29,267 Shares 92,689 Est. Cost $145.53 Unrealized +123.0%
IWV ISHARES RUSSELL 3000 ETF 1.3%
Value ($000) $24,304 Shares 98,768 Est. Cost $164.58 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 1.2%
Value ($000) $23,201 Shares 108,326 Est. Cost $167.47 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 1.1%
Value ($000) $22,131 Shares 222,581 Est. Cost $99.61 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $21,919 Shares 97,588 Est. Cost $178.79 Unrealized
SYK STRYKER CORPORATION COM 1.0%
Value ($000) $20,003 Shares 73,197 Est. Cost $78.95 Unrealized +254.7%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $18,004 Shares 41,732 Est. Cost $389.51 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.9%
Value ($000) $17,780 Shares 130,269 Est. Cost $107.92 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.9%
Value ($000) $17,723 Shares 191,868 Est. Cost $63.84 Unrealized
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $17,090 Shares 43,355 Est. Cost $371.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $15,930 Shares 45,476 Est. Cost $216.27 Unrealized +64.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $15,826 Shares 233,422 Est. Cost $59.61 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.8%
Value ($000) $14,711 Shares 1,204,858 Est. Cost $12.06 Unrealized +0.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.7%
Value ($000) $14,178 Shares 212,692 Est. Cost $77.80 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $13,455 Shares 105,848 Est. Cost $123.48 Unrealized +8.5%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $11,984 Shares 90,893 Est. Cost $108.57 Unrealized +18.9%
REET ISHARES GLOBAL REIT ETF 0.6%
Value ($000) $11,959 Shares 557,721 Est. Cost $22.52 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $10,194 Shares 77,902 Est. Cost $107.84 Unrealized +19.1%
CBU COMMUNITY BK SYS INC COM 0.5%
Value ($000) $9,729 Shares 228,070 Est. Cost $53.53 Unrealized -18.6%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $9,019 Shares 20,734 Est. Cost $18.99 Unrealized +135.7%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.5%
Value ($000) $8,867 Shares 232,113 Est. Cost $42.65 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $8,694 Shares 28,961 Est. Cost $161.65 Unrealized +85.1%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $8,028 Shares 149,326 Est. Cost $42.74 Unrealized +17.7%
MSA MSA SAFETY INC COM 0.4%
Value ($000) $7,867 Shares 49,904 Est. Cost $100.71 Unrealized +70.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $7,564 Shares 30,198 Est. Cost $247.98 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $7,478 Shares 150,000 Est. Cost $62.20 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $7,433 Shares 13,838 Est. Cost $201.56 Unrealized +151.4%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $6,580 Shares 42,250 Est. Cost $114.41 Unrealized +34.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $6,394 Shares 99,363 Est. Cost $57.77 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $6,303 Shares 53,606 Est. Cost $49.47 Unrealized +104.2%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $6,277 Shares 152,804 Est. Cost $38.25 Unrealized +4.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $6,221 Shares 42,650 Est. Cost $101.39 Unrealized +42.2%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $6,094 Shares 42,022 Est. Cost $111.23 Unrealized +27.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $5,938 Shares 135,823 Est. Cost $42.33 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $5,905 Shares 11,712 Est. Cost $302.75 Unrealized +55.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $5,522 Shares 33,685 Est. Cost $80.35 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $5,161 Shares 48,167 Est. Cost $41.53 Unrealized +134.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $4,794 Shares 32,163 Est. Cost $77.46 Unrealized +74.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $4,710 Shares 17,525 Est. Cost $165.74 Unrealized +39.9%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $4,641 Shares 60,752 Est. Cost $79.38 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $4,457 Shares 19,378 Est. Cost $159.44 Unrealized +48.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $4,356 Shares 33,834 Est. Cost $90.50 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $4,250 Shares 18,016 Est. Cost $183.74 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $4,246 Shares 45,567 Est. Cost $83.23 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $4,117 Shares 17,561 Est. Cost $63.65 Unrealized +85.9%
WMT WALMART INC COM 0.2%
Value ($000) $4,053 Shares 25,341 Est. Cost $34.49 Unrealized +50.2%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $4,013 Shares 23,063 Est. Cost $121.96 Unrealized +45.1%
MRK MERCK & CO INC COM 0.2%
Value ($000) $3,989 Shares 38,476 Est. Cost $64.24 Unrealized +55.4%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $3,969 Shares 146,558 Est. Cost $30.39 Unrealized -4.9%
TSLA TESLA INC COM 0.2%
Value ($000) $3,862 Shares 15,434 Est. Cost $256.11 Unrealized +0.3%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,781 Shares 22,423 Est. Cost $100.14 Unrealized +45.5%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $3,755 Shares 24,362 Est. Cost $135.15 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3,706 Shares 33,371 Est. Cost $69.92 Unrealized +57.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $3,636 Shares 17,117 Est. Cost $170.54 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $3,541 Shares 37,651 Est. Cost $101.50 Unrealized
XTL SPDR S&P TELECOM ETF 0.2%
Value ($000) $3,512 Shares 49,518 Est. Cost $59.17 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,506 Shares 79,076 Est. Cost $35.49 Unrealized +16.9%
KO COCA COLA CO COM 0.2%
Value ($000) $3,453 Shares 61,153 Est. Cost $45.24 Unrealized +23.2%
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value ($000) $3,363 Shares 17,189 Est. Cost $161.31 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $3,361 Shares 85,727 Est. Cost $40.21 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $3,354 Shares 19,795 Est. Cost $103.76 Unrealized +61.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,294 Shares 34,753 Est. Cost $92.43 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $3,200 Shares 12,148 Est. Cost $194.87 Unrealized +38.3%
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,186 Shares 10,544 Est. Cost $212.32 Unrealized +42.7%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,138 Shares 16,986 Est. Cost $140.99 Unrealized +23.3%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $3,112 Shares 25,849 Est. Cost $45.51 Unrealized +137.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $3,053 Shares 28,824 Est. Cost $59.79 Unrealized +88.6%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,993 Shares 15,830 Est. Cost $218.43 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $2,971 Shares 7,504 Est. Cost $226.28 Unrealized +75.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,934 Shares 49,793 Est. Cost $57.34 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $2,908 Shares 20,875 Est. Cost $67.69 Unrealized +77.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $2,707 Shares 5,309 Est. Cost $277.17 Unrealized +89.3%
EQT EQT CORP COM 0.1%
Value ($000) $2,702 Shares 66,574 Est. Cost $14.66 Unrealized +172.7%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $2,561 Shares 43,743 Est. Cost $28.67 Unrealized +89.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,501 Shares 36,348 Est. Cost $59.91 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $2,448 Shares 50,000 Est. Cost $22.84 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,336 Shares 25,840 Est. Cost $61.48 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $2,325 Shares 83,260 Est. Cost $32.80 Unrealized -8.2%
XRT SPDR S&P RETAIL ETF 0.1%
Value ($000) $2,319 Shares 38,099 Est. Cost $89.21 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,235 Shares 7,279 Est. Cost $140.81 Unrealized +116.1%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2,208 Shares 16,093 Est. Cost $154.58 Unrealized -10.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2,094 Shares 3,747 Est. Cost $50.95 Unrealized +123.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,080 Shares 21,481 Est. Cost $72.61 Unrealized +38.3%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,021 Shares 8,721 Est. Cost $158.41 Unrealized +45.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,963 Shares 12,878 Est. Cost $108.89 Unrealized +43.3%
PFE PFIZER INC COM 0.1%
Value ($000) $1,827 Shares 55,094 Est. Cost $29.35 Unrealized +4.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,787 Shares 37,557 Est. Cost $45.98 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,759 Shares 5,059 Est. Cost $187.76 Unrealized +86.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,741 Shares 9,802 Est. Cost $203.84 Unrealized
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $1,699 Shares 18,146 Est. Cost $64.63 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,639 Shares 32,666 Est. Cost $50.51 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,595 Shares 7,867 Est. Cost $211.44 Unrealized +1.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,593 Shares 3,145 Est. Cost $390.61 Unrealized +35.4%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,580 Shares 39,010 Est. Cost $22.06 Unrealized +67.6%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1,575 Shares 19,112 Est. Cost $70.77 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,565 Shares 1,884 Est. Cost $38.78 Unrealized +116.5%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1,505 Shares 17,559 Est. Cost $49.21 Unrealized +59.8%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,496 Shares 9,672 Est. Cost $145.84 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,486 Shares 21,291 Est. Cost $44.56 Unrealized +50.8%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,479 Shares 13,742 Est. Cost $114.04 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,476 Shares 4,120 Est. Cost $351.97 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value ($000) $1,459 Shares 37,471 Est. Cost $45.03 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,453 Shares 6,993 Est. Cost $101.68 Unrealized +111.4%
INTC INTEL CORP COM 0.1%
Value ($000) $1,452 Shares 40,842 Est. Cost $44.36 Unrealized -22.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,449 Shares 2,564 Est. Cost $342.38 Unrealized +55.4%
SM SM ENERGY CO COM 0.1%
Value ($000) $1,409 Shares 35,548 Est. Cost $64.81 Unrealized -45.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,391 Shares 15,244 Est. Cost $63.90 Unrealized +44.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,356 Shares 18,837 Est. Cost $64.61 Unrealized +25.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,354 Shares 14,427 Est. Cost $60.92 Unrealized +41.5%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,348 Shares 437 Est. Cost $2033.27 Unrealized +46.5%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,334 Shares 48,715 Est. Cost $30.51 Unrealized -8.8%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,291 Shares 60,306 Est. Cost $16.84 Unrealized +16.3%
AME AMETEK INC COM 0.1%
Value ($000) $1,247 Shares 8,439 Est. Cost $96.56 Unrealized +59.2%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,246 Shares 4,563 Est. Cost $166.95 Unrealized +56.6%
ATI ATI INC COM 0.1%
Value ($000) $1,230 Shares 29,892 Est. Cost $37.76 Unrealized +17.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,215 Shares 13,669 Est. Cost $58.97 Unrealized +44.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,211 Shares 8,632 Est. Cost $104.35 Unrealized +26.3%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,203 Shares 8,591 Est. Cost $116.01 Unrealized +15.4%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,172 Shares 5,989 Est. Cost $141.94 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,151 Shares 3,090 Est. Cost $323.00 Unrealized +14.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,149 Shares 3,042 Est. Cost $38.79 Unrealized +9.3%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,139 Shares 17,308 Est. Cost $66.33 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,135 Shares 75,537 Est. Cost $15.26 Unrealized -15.1%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,119 Shares 3,913 Est. Cost $204.24 Unrealized +33.6%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,105 Shares 5,424 Est. Cost $159.69 Unrealized +29.1%
MCO MOODYS CORP COM 0.1%
Value ($000) $1,098 Shares 3,474 Est. Cost $244.78 Unrealized +36.4%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,090 Shares 8,619 Est. Cost $126.81 Unrealized -5.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,082 Shares 4,360 Est. Cost $194.82 Unrealized +13.0%
NKE NIKE INC CL B 0.1%
Value ($000) $1,073 Shares 11,184 Est. Cost $112.52 Unrealized -12.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $1,071 Shares 9,540 Est. Cost $125.41 Unrealized -1.0%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1,067 Shares 101,603 Est. Cost $9.38 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,059 Shares 31,930 Est. Cost $27.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,036 Shares 17,846 Est. Cost $51.53 Unrealized +5.5%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,029 Shares 20,839 Est. Cost $59.50 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $1,026 Shares 15,738 Est. Cost $62.68 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,018 Shares 7,351 Est. Cost $122.99 Unrealized +14.2%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $999 Shares 4,651 Est. Cost $180.89 Unrealized +28.2%
INTU INTUIT COM 0.1%
Value ($000) $994 Shares 1,945 Est. Cost $471.08 Unrealized +5.9%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $993 Shares 5,041 Est. Cost $188.71 Unrealized +8.6%
AON AON PLC SHS CL A 0.1%
Value ($000) $989 Shares 3,050 Est. Cost $217.69 Unrealized +49.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $988 Shares 17,249 Est. Cost $65.99 Unrealized -2.4%
DE DEERE & CO COM 0.1%
Value ($000) $965 Shares 2,558 Est. Cost $273.74 Unrealized +45.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $957 Shares 2,174 Est. Cost $228.59 Unrealized +84.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $946 Shares 9,198 Est. Cost $78.06 Unrealized +39.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $905 Shares 13,136 Est. Cost $87.49 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $894 Shares 15,826 Est. Cost $73.84 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $890 Shares 10,573 Est. Cost $36.32 Unrealized +16.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $876 Shares 345 Est. Cost $1453.65 Unrealized +72.6%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $870 Shares 16,249 Est. Cost $55.75 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $862 Shares 4,498 Est. Cost $212.92 Unrealized +2.8%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $853 Shares 10,521 Est. Cost $130.40 Unrealized -36.0%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $831 Shares 21,438 Est. Cost $37.81 Unrealized +11.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $829 Shares 3,612 Est. Cost $209.33 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $820 Shares 9,140 Est. Cost $100.31 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $814 Shares 4,991 Est. Cost $128.46 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $791 Shares 14,933 Est. Cost $39.30 Unrealized +44.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $787 Shares 1,894 Est. Cost $227.40 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $774 Shares 8,019 Est. Cost $61.76 Unrealized +47.6%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $774 Shares 10,324 Est. Cost $57.67 Unrealized +22.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $770 Shares 5,162 Est. Cost $130.16 Unrealized +22.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $769 Shares 18,637 Est. Cost $29.26 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $766 Shares 6,980 Est. Cost $131.32 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $763 Shares 3,780 Est. Cost $180.11 Unrealized +7.3%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $761 Shares 14,527 Est. Cost $51.04 Unrealized +3.2%
FDX FEDEX CORP COM 0.0%
Value ($000) $750 Shares 2,817 Est. Cost $218.68 Unrealized +12.8%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $741 Shares 55,870 Est. Cost $12.59 Unrealized +24.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $739 Shares 9,937 Est. Cost $75.65 Unrealized +3.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $737 Shares 12,436 Est. Cost $50.12 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $729 Shares 17,270 Est. Cost $24.93 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $711 Shares 6,430 Est. Cost $60.37 Unrealized +46.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $697 Shares 2,155 Est. Cost $253.15 Unrealized +24.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $684 Shares 2,341 Est. Cost $308.22 Unrealized +1.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $677 Shares 5,393 Est. Cost $100.75 Unrealized +18.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $664 Shares 1,818 Est. Cost $313.22 Unrealized +23.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $647 Shares 6,384 Est. Cost $83.29 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $643 Shares 11,707 Est. Cost $42.81 Unrealized +36.6%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $640 Shares 9,173 Est. Cost $61.93 Unrealized +4.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $634 Shares 2,623 Est. Cost $145.52 Unrealized +58.8%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $627 Shares 12,354 Est. Cost $65.32 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $622 Shares 19,179 Est. Cost $39.31 Unrealized -26.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $619 Shares 3,848 Est. Cost $166.88 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $616 Shares 3,237 Est. Cost $155.48 Unrealized +18.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $613 Shares 7,013 Est. Cost $104.57 Unrealized
NPWR NET POWER INC COM CL A 0.0%
Value ($000) $600 Shares 39,714 Est. Cost $11.11 Unrealized +26.3%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $590 Shares 6,379 Est. Cost $85.08 Unrealized +13.5%
ANSYS INC COM 0.0%
Value ($000) $586 Shares 1,971 Est. Cost $298.51 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $581 Shares 12,640 Est. Cost $28.06 Unrealized +62.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $581 Shares 2,778 Est. Cost $163.35 Unrealized +20.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $577 Shares 1,411 Est. Cost $353.80 Unrealized +17.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $577 Shares 2,261 Est. Cost $254.08 Unrealized +3.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $575 Shares 4,788 Est. Cost $71.78 Unrealized +44.0%
BLACKROCK INC COM 0.0%
Value ($000) $565 Shares 874 Est. Cost $505.56 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $556 Shares 12,129 Est. Cost $53.46 Unrealized -3.3%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $555 Shares 9,032 Est. Cost $61.49 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $552 Shares 9,437 Est. Cost $124.30 Unrealized -47.7%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $551 Shares 2,334 Est. Cost $177.79 Unrealized +30.6%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $550 Shares 22,825 Est. Cost $19.27 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $549 Shares 8,306 Est. Cost $62.88 Unrealized +6.6%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $546 Shares 3,692 Est. Cost $134.52 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $543 Shares 3,483 Est. Cost $111.09 Unrealized +36.5%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $542 Shares 2,604 Est. Cost $221.99 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $540 Shares 7,455 Est. Cost $49.01 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $537 Shares 2,684 Est. Cost $172.02 Unrealized +4.7%
WEX WEX INC COM 0.0%
Value ($000) $534 Shares 2,841 Est. Cost $182.16 Unrealized +6.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $531 Shares 1 Est. Cost $311378.80 Unrealized +73.1%
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $527 Shares 10,766 Est. Cost $48.80 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $524 Shares 576 Est. Cost $41.84 Unrealized +49.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $523 Shares 12,810 Est. Cost $40.97 Unrealized -0.7%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $523 Shares 5,726 Est. Cost $83.86 Unrealized -0.4%
MMM 3M CO COM 0.0%
Value ($000) $517 Shares 5,518 Est. Cost $128.24 Unrealized -38.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $515 Shares 2,943 Est. Cost $156.61 Unrealized +13.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $515 Shares 6,307 Est. Cost $66.18 Unrealized +21.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $515 Shares 4,193 Est. Cost $114.18 Unrealized +0.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $502 Shares 2,040 Est. Cost $255.81 Unrealized +4.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $498 Shares 7,164 Est. Cost $59.60 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $496 Shares 3,279 Est. Cost $76.27 Unrealized +73.9%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $494 Shares 6,246 Est. Cost $63.11 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $491 Shares 6,695 Est. Cost $56.66 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $485 Shares 14,463 Est. Cost $42.22 Unrealized -23.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $485 Shares 3,051 Est. Cost $123.87 Unrealized +28.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $483 Shares 5,101 Est. Cost $81.32 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $481 Shares 10,607 Est. Cost $21.40 Unrealized +83.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $479 Shares 1,100 Est. Cost $350.71 Unrealized +24.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $479 Shares 2,930 Est. Cost $127.28 Unrealized +25.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $474 Shares 11,010 Est. Cost $31.46 Unrealized +15.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $469 Shares 1,718 Est. Cost $223.92 Unrealized +23.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $464 Shares 2,358 Est. Cost $196.12 Unrealized +10.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $463 Shares 4,029 Est. Cost $117.53 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $460 Shares 2,945 Est. Cost $40.32 Unrealized +295.6%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $456 Shares 11,325 Est. Cost $39.44 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $451 Shares 2,221 Est. Cost $118.98 Unrealized +64.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $448 Shares 1,582 Est. Cost $227.97 Unrealized +20.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $448 Shares 8,112 Est. Cost $44.21 Unrealized +20.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $439 Shares 2,162 Est. Cost $18.89 Unrealized +120.1%
NVR NVR INC COM 0.0%
Value ($000) $435 Shares 73 Est. Cost $3131.33 Unrealized +98.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $432 Shares 4,201 Est. Cost $104.66 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $422 Shares 4,960 Est. Cost $54.77 Unrealized +40.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $420 Shares 5,309 Est. Cost $83.75 Unrealized -7.1%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $408 Shares 23,955 Est. Cost $25.30 Unrealized -33.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $396 Shares 1,531 Est. Cost $199.25 Unrealized +29.6%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $388 Shares 5,379 Est. Cost $30.89 Unrealized +130.1%
FISV FISERV INC COM 0.0%
Value ($000) $387 Shares 3,428 Est. Cost $104.24 Unrealized +18.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $381 Shares 5,361 Est. Cost $71.35 Unrealized -0.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $378 Shares 3,094 Est. Cost $113.84 Unrealized +3.4%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $372 Shares 4,485 Est. Cost $67.86 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $369 Shares 14,478 Est. Cost $32.73 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $368 Shares 2,972 Est. Cost $148.94 Unrealized -10.9%
EOG EOG RES INC COM 0.0%
Value ($000) $357 Shares 2,813 Est. Cost $98.02 Unrealized +19.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $354 Shares 5,464 Est. Cost $54.40 Unrealized +17.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $350 Shares 8,513 Est. Cost $51.89 Unrealized -22.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $348 Shares 3,110 Est. Cost $122.09 Unrealized -3.5%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $344 Shares 6,959 Est. Cost $49.49 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $339 Shares 1,992 Est. Cost $164.67 Unrealized +7.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $333 Shares 4,590 Est. Cost $69.59 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $332 Shares 762 Est. Cost $241.15 Unrealized +72.8%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $330 Shares 7,262 Est. Cost $49.03 Unrealized -4.8%
OKTA OKTA INC CL A 0.0%
Value ($000) $328 Shares 4,024 Est. Cost $76.12 Unrealized -0.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $324 Shares 3,286 Est. Cost $86.00 Unrealized +14.1%
LAM RESEARCH CORP COM 0.0%
Value ($000) $323 Shares 513 Est. Cost $556.57 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $321 Shares 17,272 Est. Cost $39.57 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $320 Shares 13,090 Est. Cost $25.99 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $319 Shares 826 Est. Cost $383.41 Unrealized -0.4%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $316 Shares 1,729 Est. Cost $114.37 Unrealized +51.5%
STATE BANCORP INC WEST VA CDT COM 0.0%
Value ($000) $315 Shares 314,640 Est. Cost $1.00 Unrealized
LAKELAND BANCORP INC COM 0.0%
Value ($000) $313 Shares 24,791 Est. Cost $12.62 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $312 Shares 69,126 Est. Cost $6.50 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $311 Shares 3,868 Est. Cost $78.91 Unrealized +4.1%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $308 Shares 7,983 Est. Cost $28.81 Unrealized +25.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $307 Shares 9,126 Est. Cost $26.16 Unrealized +18.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $306 Shares 28,208 Est. Cost $17.94 Unrealized -30.4%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $305 Shares 8,287 Est. Cost $41.98 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $304 Shares 3,450 Est. Cost $88.87 Unrealized -6.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $303 Shares 1,180 Est. Cost $283.26 Unrealized -5.6%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $302 Shares 7,767 Est. Cost $33.10 Unrealized +19.1%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $300 Shares 6,910 Est. Cost $28.23 Unrealized +22.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $299 Shares 4,448 Est. Cost $51.64 Unrealized +39.1%
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $298 Shares 2,632 Est. Cost $120.15 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $294 Shares 3,825 Est. Cost $57.05 Unrealized +23.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $293 Shares 4,224 Est. Cost $89.15 Unrealized -9.9%
STE STERIS PLC SHS USD 0.0%
Value ($000) $292 Shares 1,332 Est. Cost $221.46 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $290 Shares 1,358 Est. Cost $161.82 Unrealized +29.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $285 Shares 5,572 Est. Cost $43.24 Unrealized +19.2%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $281 Shares 1,394 Est. Cost $205.36 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $279 Shares 2,525 Est. Cost $126.31 Unrealized -7.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $278 Shares 713 Est. Cost $322.48 Unrealized +21.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $277 Shares 841 Est. Cost $250.63 Unrealized +31.9%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $277 Shares 2,952 Est. Cost $85.66 Unrealized +15.7%
MET METLIFE INC COM 0.0%
Value ($000) $277 Shares 4,399 Est. Cost $54.08 Unrealized +7.3%
CSX CSX CORP COM 0.0%
Value ($000) $275 Shares 8,953 Est. Cost $29.49 Unrealized +3.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $274 Shares 591 Est. Cost $449.31 Unrealized +11.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $273 Shares 2,187 Est. Cost $116.70 Unrealized +7.6%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $272 Shares 2,678 Est. Cost $103.82 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $269 Shares 9,942 Est. Cost $19.90 Unrealized +26.7%
SEAGEN INC COM 0.0%
Value ($000) $267 Shares 1,260 Est. Cost $202.75 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $263 Shares 1,821 Est. Cost $231.06 Unrealized -31.2%
TTC TORO CO COM 0.0%
Value ($000) $258 Shares 3,098 Est. Cost $60.03 Unrealized +60.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $257 Shares 2,964 Est. Cost $118.80 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $255 Shares 526 Est. Cost $427.16 Unrealized +13.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $253 Shares 5,735 Est. Cost $43.32 Unrealized -1.5%
HUM HUMANA INC COM 0.0%
Value ($000) $252 Shares 518 Est. Cost $429.92 Unrealized +6.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $250 Shares 3,691 Est. Cost $69.37 Unrealized -4.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $249 Shares 2,648 Est. Cost $90.46 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $247 Shares 5,798 Est. Cost $38.77 Unrealized +7.9%
CMI CUMMINS INC COM 0.0%
Value ($000) $246 Shares 1,076 Est. Cost $198.25 Unrealized +15.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $245 Shares 298 Est. Cost $750.47 Unrealized +4.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $244 Shares 971 Est. Cost $214.14 Unrealized +16.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $244 Shares 554 Est. Cost $415.80 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $240 Shares 8,980 Est. Cost $26.75 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $240 Shares 1,846 Est. Cost $122.01 Unrealized +9.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $239 Shares 714 Est. Cost $278.00 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $237 Shares 4,842 Est. Cost $48.53 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $235 Shares 4,445 Est. Cost $47.25 Unrealized +11.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $234 Shares 3,634 Est. Cost $58.11 Unrealized
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $227 Shares 2,166 Est. Cost $104.91 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $227 Shares 6,751 Est. Cost $25.87 Unrealized +17.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $227 Shares 1,000 Est. Cost $204.51 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $226 Shares 690 Est. Cost $314.76 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $226 Shares 2,124 Est. Cost $79.07 Unrealized +39.1%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $226 Shares 13,183 Est. Cost $17.19 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $224 Shares 581 Est. Cost $325.31 Unrealized +20.7%
WSO WATSCO INC COM 0.0%
Value ($000) $220 Shares 582 Est. Cost $339.09 Unrealized +6.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $219 Shares 2,939 Est. Cost $20.45 Unrealized +46.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $218 Shares 2,892 Est. Cost $74.37 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $217 Shares 7,925 Est. Cost $25.90 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $216 Shares 1,099 Est. Cost $168.95 Unrealized +14.9%
WAT WATERS CORP COM 0.0%
Value ($000) $214 Shares 782 Est. Cost $276.34 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $213 Shares 2,344 Est. Cost $90.94 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $213 Shares 1,936 Est. Cost $107.22 Unrealized +3.7%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $213 Shares 2,309 Est. Cost $77.05 Unrealized +27.8%
VMWARE INC CL A COM 0.0%
Value ($000) $212 Shares 1,276 Est. Cost $166.48 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $212 Shares 2,078 Est. Cost $101.86 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $211 Shares 460 Est. Cost $303.12 Unrealized +47.6%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $211 Shares 5,400 Est. Cost $36.15 Unrealized +20.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $211 Shares 894 Est. Cost $174.14 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $211 Shares 3,293 Est. Cost $67.89 Unrealized -4.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $210 Shares 1,857 Est. Cost $108.78 Unrealized +2.8%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $209 Shares 8,230 Est. Cost $25.45 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $206 Shares 4,363 Est. Cost $52.55 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $205 Shares 2,733 Est. Cost $84.28 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $204 Shares 2,891 Est. Cost $73.21 Unrealized +11.8%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $204 Shares 3,282 Est. Cost $75.28 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $204 Shares 398 Est. Cost $510.96 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $203 Shares 2,355 Est. Cost $93.68 Unrealized
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $201 Shares 10,993 Est. Cost $14.44 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $200 Shares 14,572 Est. Cost $9.88 Unrealized +67.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $194 Shares 15,645 Est. Cost $13.51 Unrealized -17.9%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $143 Shares 29,610 Est. Cost $4.53 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $134 Shares 50,663 Est. Cost $1.70 Unrealized +118.7%
FNCB BANCORP INC COM 0.0%
Value ($000) $133 Shares 22,297 Est. Cost $6.01 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $130 Shares 12,426 Est. Cost $10.09 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $115 Shares 16,235 Est. Cost $8.19 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $55 Shares 37,478 Est. Cost $4.95 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $51 Shares 25,000 Est. Cost $2.07 Unrealized +1.5%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $40 Shares 11,785 Est. Cost $3.43 Unrealized
FREQUENCY THERAPEUTICS INC COM 0.0%
Value ($000) $26 Shares 70,670 Est. Cost $1.50 Unrealized
TCRX TSCAN THERAPEUTICS INC COM 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.37 Unrealized -1.7%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $21 Shares 11,430 Est. Cost $1.86 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $20 Shares 10,014 Est. Cost $3.01 Unrealized 0.0%
AACAY AAC TECHNOLOGIES HOLDINGS INC UNSPONSORED ADR 0.0%
Value ($000) $18 Shares 10,656 Est. Cost $2.47 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $15 Shares 12,000 Est. Cost $1.92 Unrealized -27.9%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $15 Shares 24,679 Est. Cost $18.49 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $11 Shares 11,454 Est. Cost $1.05 Unrealized
JGLCF JS GLOBAL LIFESTYLE CO LTD ORD SHS 0.0%
Value ($000) $2 Shares 13,000 Est. Cost $0.23 Unrealized -40.5%
TELHF TEARLACH RES LTD COM 0.0%
Value ($000) $2 Shares 30,000 Est. Cost $0.44 Unrealized -82.1%
MMNFQ MEDMEN ENTERPRISES INC SHS 0.0%
Value ($000) $1 Shares 29,575 Est. Cost $0.14 Unrealized -82.7%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $0 Shares 36,150 Est. Cost $0.11 Unrealized