Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Aug 29, 2024

Total Value ($000): $2,102,972 (100.0% shares, 0.0% debt)

Holdings (420)

IWF ISHARES RUSSELL 1000 GROWTH ETF 9.8%
Value ($000) $206,596 Shares 681,454 Est. Cost $129.69 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8.2%
Value ($000) $171,437 Shares 2,640,330 Est. Cost $61.89 Unrealized
VTV VANGUARD VALUE ETF 7.6%
Value ($000) $158,867 Shares 1,062,652 Est. Cost $113.61 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.2%
Value ($000) $150,486 Shares 910,654 Est. Cost $119.15 Unrealized
VUG VANGUARD GROWTH ETF 6.5%
Value ($000) $137,399 Shares 441,966 Est. Cost $224.98 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 3.0%
Value ($000) $62,283 Shares 1,220,037 Est. Cost $50.29 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 2.6%
Value ($000) $54,335 Shares 1,056,888 Est. Cost $42.12 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.3%
Value ($000) $47,732 Shares 100,422 Est. Cost $331.57 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.1%
Value ($000) $44,234 Shares 566,956 Est. Cost $69.19 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.1%
Value ($000) $44,136 Shares 284,145 Est. Cost $133.60 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.1%
Value ($000) $43,581 Shares 390,403 Est. Cost $71.75 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $43,049 Shares 223,597 Est. Cost $104.60 Unrealized +74.8%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.9%
Value ($000) $40,659 Shares 864,163 Est. Cost $45.85 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.7%
Value ($000) $36,783 Shares 339,296 Est. Cost $109.41 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.7%
Value ($000) $36,168 Shares 200,967 Est. Cost $115.88 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $33,878 Shares 90,091 Est. Cost $145.53 Unrealized +140.8%
IWV ISHARES RUSSELL 3000 ETF 1.3%
Value ($000) $26,964 Shares 98,502 Est. Cost $164.58 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 1.2%
Value ($000) $25,481 Shares 105,394 Est. Cost $167.47 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $24,148 Shares 95,741 Est. Cost $178.79 Unrealized
SYK STRYKER CORPORATION COM 1.0%
Value ($000) $21,891 Shares 73,100 Est. Cost $78.95 Unrealized +248.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.0%
Value ($000) $21,635 Shares 42,641 Est. Cost $461.36 Unrealized
ACWI ISHARES MSCI ACWI ETF 1.0%
Value ($000) $20,226 Shares 198,744 Est. Cost $65.15 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.9%
Value ($000) $19,656 Shares 198,303 Est. Cost $99.61 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.9%
Value ($000) $18,603 Shares 1,204,858 Est. Cost $12.06 Unrealized +2.6%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $18,236 Shares 38,181 Est. Cost $389.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $16,214 Shares 45,460 Est. Cost $216.27 Unrealized +62.3%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $15,924 Shares 220,712 Est. Cost $59.61 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value ($000) $15,692 Shares 103,279 Est. Cost $123.48 Unrealized +13.5%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.7%
Value ($000) $15,074 Shares 207,799 Est. Cost $77.80 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $14,550 Shares 33,310 Est. Cost $371.23 Unrealized
REET ISHARES GLOBAL REIT ETF 0.6%
Value ($000) $13,135 Shares 543,219 Est. Cost $22.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $12,364 Shares 87,734 Est. Cost $108.57 Unrealized +24.0%
CBU COMMUNITY BK SYS INC COM 0.6%
Value ($000) $11,987 Shares 228,070 Est. Cost $53.53 Unrealized -22.1%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $11,373 Shares 81,418 Est. Cost $108.94 Unrealized +22.4%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $10,516 Shares 21,236 Est. Cost $19.64 Unrealized +135.8%
META META PLATFORMS INC CL A 0.5%
Value ($000) $10,382 Shares 29,330 Est. Cost $163.69 Unrealized +97.6%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.5%
Value ($000) $9,693 Shares 221,758 Est. Cost $42.65 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $8,351 Shares 150,000 Est. Cost $62.20 Unrealized
MSA MSA SAFETY INC COM 0.4%
Value ($000) $8,304 Shares 49,183 Est. Cost $100.71 Unrealized +61.5%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $8,063 Shares 13,832 Est. Cost $201.56 Unrealized +185.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $7,910 Shares 28,542 Est. Cost $247.98 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $7,183 Shares 42,229 Est. Cost $111.23 Unrealized +30.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $6,878 Shares 97,762 Est. Cost $57.77 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $6,640 Shares 50,718 Est. Cost $44.57 Unrealized +129.0%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $6,609 Shares 12,553 Est. Cost $316.72 Unrealized +61.4%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $6,602 Shares 130,682 Est. Cost $42.74 Unrealized +12.3%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $6,474 Shares 149,749 Est. Cost $38.25 Unrealized -0.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $6,442 Shares 134,496 Est. Cost $42.33 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $6,261 Shares 39,942 Est. Cost $114.41 Unrealized +25.5%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $6,143 Shares 41,919 Est. Cost $101.39 Unrealized +38.7%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $5,579 Shares 55,799 Est. Cost $51.36 Unrealized +90.0%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $5,217 Shares 17,693 Est. Cost $63.65 Unrealized +110.0%
V VISA INC COM CL A 0.2%
Value ($000) $5,044 Shares 19,374 Est. Cost $159.44 Unrealized +52.2%
AMGN AMGEN INC COM 0.2%
Value ($000) $5,008 Shares 17,388 Est. Cost $165.74 Unrealized +53.9%
ABBV ABBVIE INC COM 0.2%
Value ($000) $4,907 Shares 31,661 Est. Cost $77.46 Unrealized +75.2%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $4,898 Shares 146,558 Est. Cost $30.39 Unrealized -5.6%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $4,865 Shares 33,637 Est. Cost $69.92 Unrealized +69.2%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $4,801 Shares 54,339 Est. Cost $79.38 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $4,696 Shares 17,904 Est. Cost $183.74 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $4,354 Shares 22,060 Est. Cost $121.96 Unrealized +41.7%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $4,269 Shares 24,362 Est. Cost $135.15 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $4,164 Shares 17,552 Est. Cost $172.19 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $4,000 Shares 25,281 Est. Cost $34.49 Unrealized +49.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $3,834 Shares 37,264 Est. Cost $83.23 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,687 Shares 34,064 Est. Cost $92.43 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $3,668 Shares 14,760 Est. Cost $256.11 Unrealized -7.2%
KO COCA COLA CO COM 0.2%
Value ($000) $3,642 Shares 61,808 Est. Cost $45.32 Unrealized +17.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,574 Shares 17,043 Est. Cost $140.99 Unrealized +22.2%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $3,515 Shares 11,853 Est. Cost $194.87 Unrealized +32.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $3,507 Shares 85,321 Est. Cost $40.21 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,498 Shares 10,095 Est. Cost $212.32 Unrealized +38.3%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,496 Shares 23,436 Est. Cost $101.77 Unrealized +35.4%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,467 Shares 79,069 Est. Cost $35.49 Unrealized +13.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $3,393 Shares 19,830 Est. Cost $103.76 Unrealized +48.2%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,377 Shares 15,830 Est. Cost $218.43 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $3,358 Shares 21,080 Est. Cost $67.69 Unrealized +111.8%
MRK MERCK & CO INC COM 0.2%
Value ($000) $3,272 Shares 29,800 Est. Cost $64.24 Unrealized +50.7%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $3,201 Shares 7,505 Est. Cost $226.28 Unrealized +75.5%
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $3,144 Shares 83,260 Est. Cost $32.80 Unrealized -3.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $3,111 Shares 5,214 Est. Cost $277.17 Unrealized +108.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $3,053 Shares 26,305 Est. Cost $46.63 Unrealized +135.3%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $2,997 Shares 50,000 Est. Cost $22.84 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,854 Shares 27,071 Est. Cost $59.79 Unrealized +78.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $2,696 Shares 7,682 Est. Cost $149.83 Unrealized +108.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2,661 Shares 3,766 Est. Cost $50.95 Unrealized +147.4%
EQT EQT CORP COM 0.1%
Value ($000) $2,576 Shares 66,640 Est. Cost $14.66 Unrealized +168.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,497 Shares 22,681 Est. Cost $73.85 Unrealized +30.1%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $2,495 Shares 47,718 Est. Cost $30.54 Unrealized +67.7%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $2,279 Shares 12,723 Est. Cost $108.89 Unrealized +49.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $2,256 Shares 2,021 Est. Cost $42.41 Unrealized +117.5%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,218 Shares 8,423 Est. Cost $158.41 Unrealized +43.5%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $2,202 Shares 16,171 Est. Cost $154.58 Unrealized -16.6%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $2,188 Shares 3,248 Est. Cost $391.05 Unrealized +46.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $2,169 Shares 21,856 Est. Cost $101.50 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $2,080 Shares 5,113 Est. Cost $189.68 Unrealized +94.8%
INTC INTEL CORP COM 0.1%
Value ($000) $2,064 Shares 41,074 Est. Cost $44.36 Unrealized -9.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,973 Shares 7,499 Est. Cost $211.44 Unrealized +5.8%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1,833 Shares 19,354 Est. Cost $71.07 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,774 Shares 7,970 Est. Cost $113.09 Unrealized +72.2%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,721 Shares 20,449 Est. Cost $65.48 Unrealized +15.5%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,721 Shares 34,093 Est. Cost $50.51 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,715 Shares 20,460 Est. Cost $61.48 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,682 Shares 9,672 Est. Cost $145.84 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,647 Shares 48,924 Est. Cost $30.51 Unrealized -9.5%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,611 Shares 13,742 Est. Cost $114.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,580 Shares 2,975 Est. Cost $390.61 Unrealized +23.1%
PFE PFIZER INC COM 0.1%
Value ($000) $1,575 Shares 54,719 Est. Cost $29.35 Unrealized -10.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,537 Shares 10,428 Est. Cost $82.76 Unrealized +42.4%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $1,526 Shares 17,570 Est. Cost $49.21 Unrealized +66.7%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,517 Shares 3,701 Est. Cost $351.97 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,501 Shares 3,082 Est. Cost $38.85 Unrealized +12.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,477 Shares 20,280 Est. Cost $44.56 Unrealized +44.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,475 Shares 7,351 Est. Cost $203.84 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,462 Shares 15,230 Est. Cost $63.90 Unrealized +44.3%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,461 Shares 412 Est. Cost $2033.27 Unrealized +50.9%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,436 Shares 60,306 Est. Cost $16.84 Unrealized +20.3%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,416 Shares 8,829 Est. Cost $116.74 Unrealized +22.6%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,411 Shares 39,042 Est. Cost $22.06 Unrealized +65.2%
AME AMETEK INC COM 0.1%
Value ($000) $1,408 Shares 8,536 Est. Cost $97.17 Unrealized +54.7%
MCO MOODYS CORP COM 0.1%
Value ($000) $1,386 Shares 3,550 Est. Cost $246.86 Unrealized +38.5%
SM SM ENERGY CO COM 0.1%
Value ($000) $1,375 Shares 35,516 Est. Cost $64.81 Unrealized -43.9%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,370 Shares 14,364 Est. Cost $60.92 Unrealized +37.4%
ATI ATI INC COM 0.1%
Value ($000) $1,359 Shares 29,894 Est. Cost $37.76 Unrealized +10.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.1%
Value ($000) $1,351 Shares 31,729 Est. Cost $45.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,340 Shares 8,190 Est. Cost $104.35 Unrealized +35.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,330 Shares 4,497 Est. Cost $166.95 Unrealized +50.5%
T AT&T INC COM 0.1%
Value ($000) $1,308 Shares 77,939 Est. Cost $15.23 Unrealized -6.7%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,307 Shares 5,989 Est. Cost $141.94 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,295 Shares 4,691 Est. Cost $180.89 Unrealized +31.6%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,288 Shares 5,244 Est. Cost $159.69 Unrealized +31.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,287 Shares 13,723 Est. Cost $58.97 Unrealized +48.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,276 Shares 25,234 Est. Cost $45.98 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,266 Shares 3,082 Est. Cost $323.00 Unrealized +18.8%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,230 Shares 5,203 Est. Cost $189.06 Unrealized +5.9%
BA BOEING CO COM 0.1%
Value ($000) $1,225 Shares 4,700 Est. Cost $212.96 Unrealized +0.4%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,223 Shares 7,544 Est. Cost $123.53 Unrealized +16.7%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,215 Shares 17,308 Est. Cost $66.33 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1,198 Shares 80,945 Est. Cost $12.57 Unrealized -0.4%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,159 Shares 18,829 Est. Cost $36.03 Unrealized +45.2%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,154 Shares 12,739 Est. Cost $122.70 Unrealized -29.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value ($000) $1,147 Shares 9,427 Est. Cost $125.41 Unrealized -12.8%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,143 Shares 8,338 Est. Cost $126.81 Unrealized -7.5%
INTU INTUIT COM 0.1%
Value ($000) $1,143 Shares 1,828 Est. Cost $471.08 Unrealized +15.6%
NKE NIKE INC CL B 0.1%
Value ($000) $1,118 Shares 10,259 Est. Cost $112.52 Unrealized -8.5%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,085 Shares 3,624 Est. Cost $204.24 Unrealized +37.5%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $1,075 Shares 10,820 Est. Cost $36.48 Unrealized +18.9%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1,071 Shares 15,573 Est. Cost $46.11 Unrealized +21.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,050 Shares 2,242 Est. Cost $235.36 Unrealized +92.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1,038 Shares 17,085 Est. Cost $65.99 Unrealized -19.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1,029 Shares 17,745 Est. Cost $55.94 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1,028 Shares 21,213 Est. Cost $59.31 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $1,011 Shares 21,431 Est. Cost $37.81 Unrealized +10.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $988 Shares 14,251 Est. Cost $62.68 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $988 Shares 2,470 Est. Cost $273.74 Unrealized +33.4%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.0%
Value ($000) $986 Shares 101,603 Est. Cost $9.38 Unrealized -11.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $980 Shares 15,826 Est. Cost $73.84 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $971 Shares 12,887 Est. Cost $87.49 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $961 Shares 3,779 Est. Cost $224.69 Unrealized +7.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $918 Shares 6,188 Est. Cost $107.16 Unrealized +32.5%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $901 Shares 4,908 Est. Cost $128.46 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $891 Shares 6,975 Est. Cost $62.80 Unrealized +45.6%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $885 Shares 15,356 Est. Cost $39.69 Unrealized +34.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $883 Shares 3,818 Est. Cost $194.82 Unrealized +8.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $873 Shares 6,980 Est. Cost $131.32 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $869 Shares 18,637 Est. Cost $29.26 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $866 Shares 2,975 Est. Cost $217.69 Unrealized +44.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $864 Shares 8,384 Est. Cost $100.31 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $863 Shares 3,795 Est. Cost $180.11 Unrealized +14.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $861 Shares 8,242 Est. Cost $104.54 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $852 Shares 4,548 Est. Cost $130.16 Unrealized +20.6%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $844 Shares 15,770 Est. Cost $53.49 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $842 Shares 6,175 Est. Cost $90.50 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $837 Shares 10,328 Est. Cost $57.67 Unrealized +25.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $832 Shares 1,720 Est. Cost $227.40 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $832 Shares 22,063 Est. Cost $38.22 Unrealized -18.9%
PIONEER NAT RES CO COM 0.0%
Value ($000) $827 Shares 3,676 Est. Cost $209.60 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $826 Shares 10,444 Est. Cost $75.48 Unrealized -4.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $811 Shares 5,223 Est. Cost $100.75 Unrealized +26.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $809 Shares 12,436 Est. Cost $50.12 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $809 Shares 10,245 Est. Cost $62.29 Unrealized +5.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $801 Shares 1,818 Est. Cost $313.22 Unrealized +23.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $794 Shares 307 Est. Cost $1453.65 Unrealized +78.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $774 Shares 2,007 Est. Cost $253.15 Unrealized +25.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $750 Shares 7,708 Est. Cost $61.76 Unrealized +42.6%
BLACKROCK INC COM 0.0%
Value ($000) $745 Shares 917 Est. Cost $519.95 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $739 Shares 15,013 Est. Cost $40.98 Unrealized +0.1%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $737 Shares 15,153 Est. Cost $48.65 Unrealized
ANSYS INC COM 0.0%
Value ($000) $725 Shares 1,998 Est. Cost $299.38 Unrealized
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.0%
Value ($000) $723 Shares 7,128 Est. Cost $101.41 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $719 Shares 16,901 Est. Cost $24.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $711 Shares 13,851 Est. Cost $51.53 Unrealized -8.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $710 Shares 2,106 Est. Cost $308.22 Unrealized -3.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $692 Shares 18,415 Est. Cost $27.78 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $691 Shares 6,395 Est. Cost $85.08 Unrealized +8.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $678 Shares 3,525 Est. Cost $80.35 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $669 Shares 23,955 Est. Cost $25.30 Unrealized -16.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $666 Shares 4,237 Est. Cost $115.21 Unrealized +16.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $659 Shares 1,455 Est. Cost $355.73 Unrealized +17.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $657 Shares 8,980 Est. Cost $63.03 Unrealized +3.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $654 Shares 4,910 Est. Cost $72.76 Unrealized +52.6%
TMP TOMPKINS FINL CORP COM 0.0%
Value ($000) $648 Shares 10,766 Est. Cost $48.80 Unrealized +1.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $644 Shares 2,769 Est. Cost $222.62 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $641 Shares 6,878 Est. Cost $66.89 Unrealized +11.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $635 Shares 2,035 Est. Cost $254.08 Unrealized +3.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $627 Shares 2,762 Est. Cost $163.35 Unrealized +30.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $617 Shares 2,634 Est. Cost $145.52 Unrealized +52.6%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $608 Shares 12,361 Est. Cost $53.31 Unrealized -14.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $600 Shares 2,493 Est. Cost $186.28 Unrealized +15.7%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $599 Shares 14,071 Est. Cost $35.90 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $594 Shares 13,562 Est. Cost $42.22 Unrealized -21.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $591 Shares 9,619 Est. Cost $123.03 Unrealized -53.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $588 Shares 3,105 Est. Cost $155.48 Unrealized +20.2%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $575 Shares 9,789 Est. Cost $65.32 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $571 Shares 6,246 Est. Cost $63.11 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $565 Shares 2,614 Est. Cost $172.02 Unrealized +13.2%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $563 Shares 2,554 Est. Cost $161.31 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $561 Shares 5,133 Est. Cost $128.24 Unrealized -41.1%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $559 Shares 2,342 Est. Cost $177.79 Unrealized +31.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $557 Shares 7,164 Est. Cost $59.60 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $552 Shares 2,899 Est. Cost $127.28 Unrealized +30.9%
WEX WEX INC COM 0.0%
Value ($000) $548 Shares 2,816 Est. Cost $182.16 Unrealized -0.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $547 Shares 2,756 Est. Cost $156.61 Unrealized +10.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $543 Shares 1 Est. Cost $311378.80 Unrealized +71.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $542 Shares 5,152 Est. Cost $81.32 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $541 Shares 2,336 Est. Cost $196.12 Unrealized +4.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $536 Shares 2,198 Est. Cost $118.98 Unrealized +80.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $529 Shares 5,018 Est. Cost $104.78 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $525 Shares 3,018 Est. Cost $43.05 Unrealized +256.1%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $510 Shares 10,059 Est. Cost $51.04 Unrealized +1.1%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $509 Shares 6,105 Est. Cost $49.01 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $508 Shares 1,619 Est. Cost $223.92 Unrealized +32.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $505 Shares 1,866 Est. Cost $255.81 Unrealized -5.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $500 Shares 6,278 Est. Cost $71.41 Unrealized +0.5%
LRLCY L OREAL CO ADR 0.0%
Value ($000) $500 Shares 5,030 Est. Cost $71.27 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $496 Shares 522 Est. Cost $41.84 Unrealized +51.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $490 Shares 1,040 Est. Cost $350.71 Unrealized +27.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $490 Shares 3,518 Est. Cost $121.52 Unrealized -3.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $488 Shares 2,271 Est. Cost $19.87 Unrealized +98.2%
PCAR PACCAR INC COM 0.0%
Value ($000) $487 Shares 4,828 Est. Cost $54.77 Unrealized +49.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $464 Shares 907 Est. Cost $387.76 Unrealized +11.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $463 Shares 2,716 Est. Cost $123.87 Unrealized +17.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $462 Shares 11,170 Est. Cost $31.51 Unrealized +10.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $461 Shares 5,726 Est. Cost $83.86 Unrealized -6.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $455 Shares 7,924 Est. Cost $44.21 Unrealized +16.6%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $451 Shares 2,595 Est. Cost $84.28 Unrealized +29.6%
FISV FISERV INC COM 0.0%
Value ($000) $449 Shares 3,379 Est. Cost $104.24 Unrealized +17.7%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $449 Shares 70,666 Est. Cost $6.69 Unrealized 0.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $447 Shares 5,345 Est. Cost $56.66 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $445 Shares 6,172 Est. Cost $59.91 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $445 Shares 3,247 Est. Cost $134.52 Unrealized
BORR BORR DRILLING LTD SHS 0.0%
Value ($000) $442 Shares 60,000 Est. Cost $6.07 Unrealized 0.0%
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $441 Shares 20,114 Est. Cost $19.27 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $425 Shares 541 Est. Cost $568.41 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $422 Shares 1,542 Est. Cost $227.97 Unrealized +13.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $420 Shares 907 Est. Cost $274.59 Unrealized +64.0%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $420 Shares 11,325 Est. Cost $39.44 Unrealized -4.1%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $420 Shares 5,334 Est. Cost $30.89 Unrealized +116.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $419 Shares 5,043 Est. Cost $83.75 Unrealized -14.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $417 Shares 2,692 Est. Cost $114.18 Unrealized +5.0%
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $417 Shares 14,478 Est. Cost $32.73 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $415 Shares 13,090 Est. Cost $25.99 Unrealized +3.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $413 Shares 7,991 Est. Cost $28.81 Unrealized +50.8%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $410 Shares 6,183 Est. Cost $61.49 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $410 Shares 2,059 Est. Cost $165.03 Unrealized +6.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $409 Shares 3,096 Est. Cost $147.78 Unrealized -18.8%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $405 Shares 18,488 Est. Cost $23.06 Unrealized 0.0%
NPWR NET POWER INC COM CL A 0.0%
Value ($000) $401 Shares 39,714 Est. Cost $11.11 Unrealized +7.9%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $400 Shares 7,293 Est. Cost $49.03 Unrealized -2.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $395 Shares 7,685 Est. Cost $51.89 Unrealized -20.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $392 Shares 620 Est. Cost $452.32 Unrealized +13.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $391 Shares 14,856 Est. Cost $26.11 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $391 Shares 3,234 Est. Cost $100.31 Unrealized +15.2%
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $383 Shares 6,294 Est. Cost $60.80 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $381 Shares 8,287 Est. Cost $41.98 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $381 Shares 8,932 Est. Cost $21.40 Unrealized +85.7%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $380 Shares 69,416 Est. Cost $6.50 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $378 Shares 4,220 Est. Cost $79.02 Unrealized +1.5%
INSW INTERNATIONAL SEAWAYS INC COM 0.0%
Value ($000) $375 Shares 8,253 Est. Cost $37.14 Unrealized 0.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $368 Shares 4,069 Est. Cost $76.13 Unrealized +0.2%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $367 Shares 24,791 Est. Cost $12.62 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $366 Shares 4,647 Est. Cost $52.41 Unrealized +32.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $364 Shares 4,590 Est. Cost $69.59 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $363 Shares 6,982 Est. Cost $39.60 Unrealized +10.3%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $363 Shares 3,032 Est. Cost $86.05 Unrealized +16.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $360 Shares 3,202 Est. Cost $86.00 Unrealized +5.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $358 Shares 778 Est. Cost $329.55 Unrealized +23.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $356 Shares 5,076 Est. Cost $54.40 Unrealized +17.2%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $351 Shares 1,736 Est. Cost $114.37 Unrealized +56.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $344 Shares 1,922 Est. Cost $166.88 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $339 Shares 29,799 Est. Cost $17.56 Unrealized -38.5%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $337 Shares 6,926 Est. Cost $28.23 Unrealized +48.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $336 Shares 1,377 Est. Cost $199.25 Unrealized +18.7%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $336 Shares 1,756 Est. Cost $191.17 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $331 Shares 877 Est. Cost $296.37 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $322 Shares 4,875 Est. Cost $54.54 Unrealized +7.8%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $321 Shares 17,200 Est. Cost $9.07 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $320 Shares 423 Est. Cost $756.92 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $318 Shares 3,858 Est. Cost $57.05 Unrealized +35.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $317 Shares 582 Est. Cost $434.94 Unrealized +16.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $315 Shares 359 Est. Cost $762.11 Unrealized +7.5%
STATE BANCORP INC WEST VA CDT COM 0.0%
Value ($000) $315 Shares 314,640 Est. Cost $1.00 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $311 Shares 1,394 Est. Cost $205.36 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $309 Shares 2,674 Est. Cost $120.08 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $308 Shares 8,889 Est. Cost $29.49 Unrealized +4.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $308 Shares 3,173 Est. Cost $88.87 Unrealized -5.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $303 Shares 799 Est. Cost $250.63 Unrealized +33.1%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $301 Shares 6,050 Est. Cost $49.49 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $298 Shares 2,301 Est. Cost $77.05 Unrealized +30.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $298 Shares 2,430 Est. Cost $113.84 Unrealized -2.3%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $296 Shares 16,122 Est. Cost $17.40 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $295 Shares 2,324 Est. Cost $81.88 Unrealized +36.4%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $295 Shares 8,466 Est. Cost $26.16 Unrealized +22.9%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $294 Shares 8,120 Est. Cost $36.23 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $294 Shares 3,441 Est. Cost $73.62 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $292 Shares 2,236 Est. Cost $116.77 Unrealized +2.5%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $292 Shares 5,045 Est. Cost $47.98 Unrealized +11.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $290 Shares 2,807 Est. Cost $93.00 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $290 Shares 1,317 Est. Cost $221.46 Unrealized -6.3%
TTC TORO CO COM 0.0%
Value ($000) $289 Shares 2,994 Est. Cost $60.03 Unrealized +42.7%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $286 Shares 3,044 Est. Cost $93.97 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $285 Shares 4,507 Est. Cost $57.34 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $285 Shares 13,396 Est. Cost $19.71 Unrealized 0.0%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $284 Shares 7,750 Est. Cost $33.10 Unrealized +1.2%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $284 Shares 1,094 Est. Cost $209.24 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $278 Shares 7,530 Est. Cost $26.34 Unrealized +15.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $277 Shares 3,408 Est. Cost $73.97 Unrealized -3.0%
TGT TARGET CORP COM 0.0%
Value ($000) $273 Shares 1,917 Est. Cost $126.31 Unrealized -10.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $272 Shares 3,602 Est. Cost $69.37 Unrealized -3.8%
CMI CUMMINS INC COM 0.0%
Value ($000) $271 Shares 1,130 Est. Cost $199.14 Unrealized +8.9%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $269 Shares 1,480 Est. Cost $162.29 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $266 Shares 621 Est. Cost $342.13 Unrealized +13.2%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $266 Shares 636 Est. Cost $331.75 Unrealized +20.5%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $266 Shares 5,403 Est. Cost $28.91 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $265 Shares 1,772 Est. Cost $122.01 Unrealized +5.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $265 Shares 3,473 Est. Cost $89.15 Unrealized -22.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $264 Shares 4,005 Est. Cost $58.82 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $262 Shares 1,896 Est. Cost $109.05 Unrealized +11.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $262 Shares 1,011 Est. Cost $283.26 Unrealized -13.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $261 Shares 14,089 Est. Cost $9.88 Unrealized +46.9%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $259 Shares 1,033 Est. Cost $184.44 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $258 Shares 2,463 Est. Cost $90.46 Unrealized
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $257 Shares 5,400 Est. Cost $36.15 Unrealized +13.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $257 Shares 942 Est. Cost $257.66 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $254 Shares 702 Est. Cost $315.41 Unrealized +11.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $254 Shares 5,292 Est. Cost $43.24 Unrealized +7.7%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $253 Shares 4,848 Est. Cost $48.53 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $251 Shares 2,232 Est. Cost $118.80 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $248 Shares 1,101 Est. Cost $168.95 Unrealized +17.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $248 Shares 4,018 Est. Cost $52.02 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $247 Shares 6,878 Est. Cost $30.24 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $246 Shares 3,802 Est. Cost $28.68 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $239 Shares 1,446 Est. Cost $151.31 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $239 Shares 2,096 Est. Cost $103.82 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $239 Shares 2,738 Est. Cost $87.22 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $238 Shares 1,161 Est. Cost $191.75 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $237 Shares 9,292 Est. Cost $19.90 Unrealized +25.4%
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $235 Shares 8,185 Est. Cost $25.45 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $234 Shares 4,983 Est. Cost $40.17 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $232 Shares 451 Est. Cost $303.12 Unrealized +68.7%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $229 Shares 2,445 Est. Cost $93.54 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $228 Shares 2,355 Est. Cost $93.68 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $226 Shares 1,983 Est. Cost $83.29 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $226 Shares 1,760 Est. Cost $107.22 Unrealized +3.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $226 Shares 3,469 Est. Cost $67.46 Unrealized -11.8%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $225 Shares 3,297 Est. Cost $68.31 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $225 Shares 4,913 Est. Cost $36.95 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $224 Shares 2,916 Est. Cost $20.45 Unrealized +41.9%
TCEHY TENCENT HOLDINGS LIMITED UNSPON ADR 0.0%
Value ($000) $224 Shares 5,919 Est. Cost $37.79 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $223 Shares 2,210 Est. Cost $101.81 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $222 Shares 369 Est. Cost $131.70 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $222 Shares 382 Est. Cost $510.90 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $221 Shares 390 Est. Cost $510.96 Unrealized -1.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $220 Shares 3,525 Est. Cost $55.51 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $219 Shares 7,199 Est. Cost $25.76 Unrealized 0.0%
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $217 Shares 2,157 Est. Cost $104.91 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $215 Shares 3,199 Est. Cost $67.35 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $215 Shares 48,028 Est. Cost $1.70 Unrealized +69.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $215 Shares 2,779 Est. Cost $69.79 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $214 Shares 5,953 Est. Cost $29.41 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $214 Shares 467 Est. Cost $429.92 Unrealized +11.6%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $212 Shares 368 Est. Cost $576.46 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $211 Shares 37,825 Est. Cost $4.76 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $210 Shares 5,180 Est. Cost $40.54 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $210 Shares 465 Est. Cost $399.48 Unrealized 0.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $210 Shares 4,046 Est. Cost $44.31 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $209 Shares 172 Est. Cost $1081.40 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $208 Shares 16,000 Est. Cost $13.00 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $207 Shares 4,578 Est. Cost $42.41 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $207 Shares 4,363 Est. Cost $52.55 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $207 Shares 3,282 Est. Cost $75.28 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $204 Shares 708 Est. Cost $254.93 Unrealized 0.0%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $202 Shares 10,993 Est. Cost $14.44 Unrealized +27.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $201 Shares 2,632 Est. Cost $68.27 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $201 Shares 1,582 Est. Cost $113.23 Unrealized 0.0%
FNCB BANCORP INC COM 0.0%
Value ($000) $151 Shares 22,297 Est. Cost $6.01 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $148 Shares 12,134 Est. Cost $13.51 Unrealized -28.7%
NABZY NATIONAL AUSTRALIA BK LTD SPONSORED ADR 0.0%
Value ($000) $140 Shares 13,434 Est. Cost $10.42 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $139 Shares 16,424 Est. Cost $8.19 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UNSPONSORED ADR 0.0%
Value ($000) $125 Shares 11,796 Est. Cost $10.55 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $91 Shares 10,591 Est. Cost $8.61 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $73 Shares 17,255 Est. Cost $4.21 Unrealized
HLDCY HENDERSON LAND DEV CO LTD SPONSORED ADR 0.0%
Value ($000) $71 Shares 22,789 Est. Cost $3.13 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $61 Shares 13,502 Est. Cost $5.24 Unrealized 0.0%
TCRX TSCAN THERAPEUTICS INC COM 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $2.37 Unrealized +92.8%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $56 Shares 13,537 Est. Cost $4.14 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $53 Shares 25,000 Est. Cost $2.07 Unrealized +10.2%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $48 Shares 13,609 Est. Cost $3.50 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $41 Shares 16,227 Est. Cost $2.61 Unrealized -24.4%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $39 Shares 11,465 Est. Cost $3.43 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 12,740 Est. Cost $2.39 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $28 Shares 37,478 Est. Cost $4.95 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $25 Shares 10,599 Est. Cost $2.34 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $22 Shares 24,679 Est. Cost $18.49 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $18 Shares 12,609 Est. Cost $1.89 Unrealized -34.9%
WAVEDANCER INC COM NEW 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.69 Unrealized
JGLCF JS GLOBAL LIFESTYLE CO LTD ORD SHS 0.0%
Value ($000) $3 Shares 13,000 Est. Cost $0.23 Unrealized -41.4%
TELHF TEARLACH RES LTD COM 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.44 Unrealized -87.5%
MMNFQ MEDMEN ENTERPRISES INC SHS 0.0%
Value ($000) $0 Shares 29,575 Est. Cost $0.14 Unrealized -86.1%
HYSR SUNHYDROGEN INC COM 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized 0.0%
ORIGINAL SIXTEEN TO ONE MINE I COM 0.0%
Value ($000) $0 Shares 36,150 Est. Cost $0.11 Unrealized