Riggs Asset Managment Co. Inc. Diversified Active

CIK: 0001601348 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $242,294 (100.0% shares, 0.0% debt)

Holdings (305)

XLE ENERGY SELECT SECTOR SPDRFUND 5.5%
Value ($000) $13,222 Shares 184,893 Est. Cost $49.74 Unrealized
FLOT ISHARES FLOATING RATE 5.1%
Value ($000) $12,321 Shares 246,806 Est. Cost $50.68 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $8,543 Shares 62,489 Est. Cost $94.27 Unrealized +57.7%
DVN DEVON ENERGY CORP NEW 3.1%
Value ($000) $7,459 Shares 135,339 Est. Cost $44.56 Unrealized +22.6%
V VISA INC 3.0%
Value ($000) $7,173 Shares 36,433 Est. Cost $199.00 Unrealized +1.0%
PAVE GLOBAL X US INFASTRUCTURE DEV ETF 2.7%
Value ($000) $6,424 Shares 282,105 Est. Cost $25.24 Unrealized
TIP ISHARES TIPS BD ETF 2.6%
Value ($000) $6,420 Shares 56,361 Est. Cost $125.57 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC COM 2.6%
Value ($000) $6,181 Shares 25,572 Est. Cost $168.25 Unrealized +32.8%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILTS ETF 2.5%
Value ($000) $5,982 Shares 52,362 Est. Cost $120.94 Unrealized
GLD GOLD TRUST SPDR 2.5%
Value ($000) $5,974 Shares 35,463 Est. Cost $176.09 Unrealized
MCD MCDONALDS CORP 2.3%
Value ($000) $5,485 Shares 22,217 Est. Cost $222.11 Unrealized +1.9%
XME S&P METALS & MINING 2.2%
Value ($000) $5,346 Shares 123,169 Est. Cost $59.01 Unrealized
RTX RAYTHEON TECH CORP COM 2.2%
Value ($000) $5,269 Shares 54,822 Est. Cost $84.15 Unrealized +5.2%
SLX VANECK VECTORS STEEL INDEX 2.2%
Value ($000) $5,247 Shares 106,056 Est. Cost $66.33 Unrealized
PFE PFIZER INC 2.1%
Value ($000) $5,207 Shares 99,307 Est. Cost $41.84 Unrealized +0.4%
BKLN INVESCO SENIOR LOAN ETF 2.1%
Value ($000) $5,148 Shares 253,954 Est. Cost $22.13 Unrealized
ABBV ABBVIE INC 2.1%
Value ($000) $5,122 Shares 33,445 Est. Cost $74.55 Unrealized +79.9%
XLV HEALTHCARE SECTOR SPDR TR SBI 2.1%
Value ($000) $5,050 Shares 39,377 Est. Cost $127.88 Unrealized
IBM INTERNATIONAL BUSINESS MACH 2.0%
Value ($000) $4,928 Shares 34,902 Est. Cost $117.34 Unrealized +0.1%
CVS CVS CAREMARK CORPORATION 2.0%
Value ($000) $4,813 Shares 51,942 Est. Cost $50.27 Unrealized +70.9%
GOOG ALPHABET INC CL C 2.0%
Value ($000) $4,810 Shares 2,199 Est. Cost $74.37 Unrealized +57.7%
AMZN AMAZON COM INC 1.9%
Value ($000) $4,631 Shares 43,604 Est. Cost $126.56 Unrealized -1.1%
AMLP ALPS ETF TR 1.9%
Value ($000) $4,627 Shares 134,324 Est. Cost $34.44 Unrealized
CWB SPDR BLMBERG BRCLY CONV SECRT ETF 1.9%
Value ($000) $4,521 Shares 70,026 Est. Cost $82.90 Unrealized
WMT WAL-MART STORES INC 1.8%
Value ($000) $4,400 Shares 36,191 Est. Cost $43.18 Unrealized +2.0%
CMI CUMMINS INC 1.8%
Value ($000) $4,364 Shares 22,547 Est. Cost $200.65 Unrealized -8.8%
ILF LATIN AMERICA 40 1.7%
Value ($000) $4,184 Shares 185,619 Est. Cost $29.18 Unrealized
JNK SPDR HIGH YIELD 1.6%
Value ($000) $3,936 Shares 43,387 Est. Cost $109.05 Unrealized
FIW FIRST TRUST WATER ETF 1.6%
Value ($000) $3,760 Shares 52,236 Est. Cost $84.26 Unrealized
PEJ DYNAMIC LEISURE AND ENTMNT ETF INVESCO 1.4%
Value ($000) $3,298 Shares 90,925 Est. Cost $41.68 Unrealized
MSFT MICROSOFT COR 1.3%
Value ($000) $3,207 Shares 12,487 Est. Cost $228.04 Unrealized +15.5%
GEN NORTONLIFELOCK INC 1.1%
Value ($000) $2,715 Shares 123,650 Est. Cost $25.34 Unrealized -10.3%
LQD ISHARES IBOXX INV CP ETF 1.0%
Value ($000) $2,475 Shares 22,490 Est. Cost $130.52 Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $2,474 Shares 5,755 Est. Cost $396.21 Unrealized +0.4%
UNP UNION PAC CORP 0.9%
Value ($000) $2,206 Shares 10,343 Est. Cost $229.45 Unrealized -9.0%
ARISTA NETWORKS INC COM 0.9%
Value ($000) $2,152 Shares 22,954 Est. Cost $163.80 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.9%
Value ($000) $2,144 Shares 57,078 Est. Cost $31.89 Unrealized +16.9%
VTV VANGUARD VALUE 0.9%
Value ($000) $2,103 Shares 15,946 Est. Cost $147.80 Unrealized
PPA INVESCO AEROSPACE & 0.8%
Value ($000) $2,023 Shares 28,860 Est. Cost $78.32 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC COM C L A 0.8%
Value ($000) $1,919 Shares 11,384 Est. Cost $158.97 Unrealized +13.9%
DDOG DATADOG INC. 0.8%
Value ($000) $1,914 Shares 20,095 Est. Cost $92.04 Unrealized +19.4%
GPN GLOBAL PAYMENTS INC 0.8%
Value ($000) $1,883 Shares 17,021 Est. Cost $134.60 Unrealized -9.4%
MOO AGRIBUSINESS 0.8%
Value ($000) $1,882 Shares 21,758 Est. Cost $103.39 Unrealized
HAL HALIBURTON CO 0.8%
Value ($000) $1,830 Shares 58,343 Est. Cost $29.85 Unrealized +15.6%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.7%
Value ($000) $1,777 Shares 28,659 Est. Cost $61.96 Unrealized
EWC ISHARES MSCI CANADA 0.7%
Value ($000) $1,692 Shares 50,232 Est. Cost $40.21 Unrealized
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $1,610 Shares 11,839 Est. Cost $153.30 Unrealized +4.0%
XBI SPDR SPDR S&P BIOTECH ETF 0.7%
Value ($000) $1,607 Shares 21,641 Est. Cost $75.13 Unrealized
AVGO BROADCOM LTD 0.7%
Value ($000) $1,583 Shares 3,258 Est. Cost $52.39 Unrealized 0.0%
HLT HILTON WORLDWIDE HOLDINGS Inc 0.6%
Value ($000) $1,429 Shares 12,824 Est. Cost $141.87 Unrealized -3.6%
JETS US GLOBAL JETS ETF 0.6%
Value ($000) $1,340 Shares 81,221 Est. Cost $26.51 Unrealized
DAL DELTA AIR LINES INC 0.5%
Value ($000) $1,287 Shares 44,431 Est. Cost $37.09 Unrealized 0.0%
FCX FREEPRT-MCMRAN CPR&GLD B 0.5%
Value ($000) $1,255 Shares 42,898 Est. Cost $40.42 Unrealized -6.2%
MINT PIMCO ENHANCE SHORT MAT ACTIVE ETF 0.5%
Value ($000) $1,219 Shares 12,303 Est. Cost $100.16 Unrealized
NET CLOUDFLARE INC 0.5%
Value ($000) $1,190 Shares 27,201 Est. Cost $39.54 Unrealized +82.1%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $1,186 Shares 1,761 Est. Cost $170.65 Unrealized +60.0%
MRK MERCK & COMPANY INC NEW 0.5%
Value ($000) $1,147 Shares 12,576 Est. Cost $77.64 Unrealized +2.0%
CLF CLIFFS NATURAL RESOURCES INC C OM 0.4%
Value ($000) $1,077 Shares 70,092 Est. Cost $23.30 Unrealized +2.6%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $923 Shares 6,418 Est. Cost $116.01 Unrealized +18.3%
FOUR SHIFT4 PMTS INC 0.4%
Value ($000) $886 Shares 26,799 Est. Cost $61.20 Unrealized -22.9%
XYZ SQUARE INC COM CL A 0.3%
Value ($000) $758 Shares 12,326 Est. Cost $143.88 Unrealized -36.5%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.3%
Value ($000) $672 Shares 4,550 Est. Cost $147.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.3%
Value ($000) $662 Shares 2,426 Est. Cost $217.80 Unrealized +44.0%
XOP S&P OIL & GAS EXPL & PROD 0.3%
Value ($000) $658 Shares 5,509 Est. Cost $116.97 Unrealized
CBU COMMUNITY BK SYS INC 0.2%
Value ($000) $548 Shares 8,667 Est. Cost $46.18 Unrealized +25.4%
UPST UPSTART HOLDINGS INC 0.2%
Value ($000) $494 Shares 15,612 Est. Cost $115.23 Unrealized -48.3%
MBCN MIDDLEFIELD BANC CORP COM 0.2%
Value ($000) $475 Shares 18,830 Est. Cost $16.09 Unrealized +39.8%
XLP SECTOR SPDR TR CON STPLS 0.2%
Value ($000) $402 Shares 5,572 Est. Cost $72.15 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.2%
Value ($000) $394 Shares 5,133 Est. Cost $76.76 Unrealized
FDN FIRST TRUST INTERNET INDEX 0.1%
Value ($000) $362 Shares 2,850 Est. Cost $126.38 Unrealized
PFIS PEOPLES FINANCIAL SVCS 0.1%
Value ($000) $331 Shares 5,928 Est. Cost $32.60 Unrealized +34.2%
SPHB S&P 500 HIGH BETA PORTFOLIO 0.1%
Value ($000) $328 Shares 5,590 Est. Cost $79.05 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $327 Shares 150 Est. Cost $45.56 Unrealized +156.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $302 Shares 1,701 Est. Cost $73.98 Unrealized +116.2%
WASH WASHINGTON TRUST BANCORP COM 0.1%
Value ($000) $299 Shares 6,180 Est. Cost $22.36 Unrealized +67.9%
PEP PEPSICO INC 0.1%
Value ($000) $295 Shares 1,771 Est. Cost $89.61 Unrealized +67.2%
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.1%
Value ($000) $272 Shares 6,587 Est. Cost $41.29 Unrealized
OIH VANECK VECTORS OIL SERVICE HOLDERS TR 0.1%
Value ($000) $271 Shares 1,165 Est. Cost $218.92 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $258 Shares 120 Est. Cost $1103.61 Unrealized +86.4%
TAN SOLAR ENERGY ETF INVESCO 0.1%
Value ($000) $249 Shares 3,493 Est. Cost $77.66 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $247 Shares 3,188 Est. Cost $65.64 Unrealized +4.9%
ORCL ORACLE CORP 0.1%
Value ($000) $236 Shares 3,375 Est. Cost $55.51 Unrealized +25.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $218 Shares 1,253 Est. Cost $73.57 Unrealized +126.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $212 Shares 4,175 Est. Cost $43.94 Unrealized -8.7%
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value ($000) $207 Shares 8,287 Est. Cost $30.78 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $198 Shares 413 Est. Cost $310.12 Unrealized +56.4%
QQQ INVESCO QQQ TRUST SRS 1 ETF 0.1%
Value ($000) $189 Shares 675 Est. Cost $376.18 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $183 Shares 2,800 Est. Cost $44.68 Unrealized +30.4%
HD HOME DEPOT INC 0.1%
Value ($000) $168 Shares 614 Est. Cost $141.87 Unrealized +89.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $152 Shares 402 Est. Cost $381.35 Unrealized
NKE NIKE INC 0.1%
Value ($000) $150 Shares 1,468 Est. Cost $87.76 Unrealized +26.8%
AMGN AMGEN INC 0.1%
Value ($000) $141 Shares 581 Est. Cost $134.40 Unrealized +62.6%
NUE NUCOR CORP 0.1%
Value ($000) $141 Shares 1,352 Est. Cost $125.82 Unrealized +1.6%
HOLX HOLOGIC INC 0.1%
Value ($000) $135 Shares 1,946 Est. Cost $51.78 Unrealized +43.4%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $129 Shares 1,612 Est. Cost $63.42 Unrealized +9.3%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $126 Shares 3,170 Est. Cost $120.75 Unrealized
UGI U G I CORP NEW 0.1%
Value ($000) $125 Shares 3,237 Est. Cost $34.01 Unrealized +14.0%
ENIVA PARTNERS LP 0.0%
Value ($000) $119 Shares 2,077 Est. Cost $78.96 Unrealized
TGT TARGET CORPORATION 0.0%
Value ($000) $118 Shares 836 Est. Cost $111.37 Unrealized +52.8%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $116 Shares 1,000 Est. Cost $75.45 Unrealized +51.1%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $109 Shares 3,517 Est. Cost $18.64 Unrealized +75.6%
VALE VALE SA ADR F 0.0%
Value ($000) $109 Shares 7,454 Est. Cost $14.62 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $105 Shares 1,100 Est. Cost $55.99 Unrealized +50.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $102 Shares 942 Est. Cost $66.71 Unrealized +59.0%
BABA ALIBABA GROUP HOLDING LIMITED 0.0%
Value ($000) $101 Shares 890 Est. Cost $197.76 Unrealized
SPY SPDR S&P500 ETF TR 0.0%
Value ($000) $99 Shares 263 Est. Cost $376.01 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $96 Shares 1,251 Est. Cost $46.85 Unrealized +38.7%
JPM J P MORGAN CHASE & CO 0.0%
Value ($000) $94 Shares 836 Est. Cost $99.08 Unrealized +14.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $91 Shares 400 Est. Cost $204.98 Unrealized +10.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $90 Shares 1,055 Est. Cost $31.55 Unrealized +152.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $89 Shares 399 Est. Cost $196.56 Unrealized +26.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $86 Shares 560 Est. Cost $38.92 Unrealized +287.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $84 Shares 530 Est. Cost $87.16 Unrealized +66.9%
GDX GOLD MINERS ETF MKT VECTORS 0.0%
Value ($000) $80 Shares 2,932 Est. Cost $34.71 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $76 Shares 550 Est. Cost $98.02 Unrealized +60.7%
MTB M & T BK CORP 0.0%
Value ($000) $75 Shares 469 Est. Cost $97.64 Unrealized +52.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $71 Shares 789 Est. Cost $36.76 Unrealized +144.6%
SPHQ S&P 500 HIGH QUALI TY PORTFOLIO 0.0%
Value ($000) $70 Shares 1,668 Est. Cost $46.20 Unrealized
PPL PPL CORP 0.0%
Value ($000) $70 Shares 2,583 Est. Cost $23.62 Unrealized +7.1%
XHE HEALTH CARE EQUIPMENT SPDR S&P 0.0%
Value ($000) $68 Shares 805 Est. Cost $114.69 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $64 Shares 900 Est. Cost $59.11 Unrealized +8.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $60 Shares 1,529 Est. Cost $50.30 Unrealized -23.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $59 Shares 100 Est. Cost $536.82 Unrealized +20.4%
EMB EMRG MKT BD 0.0%
Value ($000) $59 Shares 696 Est. Cost $82.12 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $58 Shares 726 Est. Cost $61.35 Unrealized +33.5%
LINDE PLC COM 0.0%
Value ($000) $58 Shares 200 Est. Cost $264.00 Unrealized
CSX C S X CORP 0.0%
Value ($000) $56 Shares 1,935 Est. Cost $27.91 Unrealized +10.9%
IJH S&P MID CAP GROWTH 0.0%
Value ($000) $54 Shares 240 Est. Cost $204.02 Unrealized
AVANGRID INC 0.0%
Value ($000) $54 Shares 1,166 Est. Cost $40.31 Unrealized
PSCH SMALL CAP HEALTHCARE 0.0%
Value ($000) $52 Shares 380 Est. Cost $128.73 Unrealized
IEFA CORE MSCI EAFE 0.0%
Value ($000) $51 Shares 874 Est. Cost $67.72 Unrealized
IYW ISHARES TRUST DOW JONES 0.0%
Value ($000) $51 Shares 644 Est. Cost $114.91 Unrealized
MUB ISHARES NAT AMT FREE BD 0.0%
Value ($000) $50 Shares 470 Est. Cost $109.95 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $49 Shares 300 Est. Cost $198.78 Unrealized -19.5%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $48 Shares 500 Est. Cost $54.77 Unrealized +58.2%
AMEDISYS INC 0.0%
Value ($000) $47 Shares 450 Est. Cost $75.26 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $47 Shares 327 Est. Cost $74.71 Unrealized +91.0%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $46 Shares 219 Est. Cost $118.88 Unrealized +70.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS 0.0%
Value ($000) $46 Shares 537 Est. Cost $85.66 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $46 Shares 357 Est. Cost $97.06 Unrealized +28.7%
XLU SELECT SECTOR SPDR TR SBI INT UTIL 0.0%
Value ($000) $45 Shares 643 Est. Cost $64.63 Unrealized
PFG PRINCIPAL FINL GROUP INC 0.0%
Value ($000) $44 Shares 665 Est. Cost $37.97 Unrealized +62.6%
KO COCA COLA CO 0.0%
Value ($000) $44 Shares 700 Est. Cost $40.70 Unrealized +39.5%
CYBER SECURITY 0.0%
Value ($000) $40 Shares 863 Est. Cost $57.81 Unrealized
VWO VANGUARD EMERGING MKTS 0.0%
Value ($000) $39 Shares 948 Est. Cost $49.93 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $37 Shares 997 Est. Cost $55.25 Unrealized -31.8%
MS MORGAN STANLEY 0.0%
Value ($000) $37 Shares 492 Est. Cost $48.26 Unrealized +50.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $75.38 Unrealized -5.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $36 Shares 378 Est. Cost $132.53 Unrealized -18.2%
AGG ISHARES CORE TOTUSBD ETF 0.0%
Value ($000) $35 Shares 346 Est. Cost $118.08 Unrealized
NUVEEN AMT FREE MUNI INC 0.0%
Value ($000) $34 Shares 2,906 Est. Cost $55.72 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $33 Shares 524 Est. Cost $31.99 Unrealized +87.7%
AR ANTERO RESOURCES COR 0.0%
Value ($000) $32 Shares 1,040 Est. Cost $25.80 Unrealized +41.8%
HSY HERSHEY CO 0.0%
Value ($000) $32 Shares 150 Est. Cost $115.11 Unrealized +72.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $32 Shares 145 Est. Cost $144.98 Unrealized +47.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $30 Shares 200 Est. Cost $57.26 Unrealized +24.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $28 Shares 54 Est. Cost $323.39 Unrealized +45.7%
TT TRAANE TECHNOLOGIES PLC 0.0%
Value ($000) $26 Shares 200 Est. Cost $129.28 Unrealized +2.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $26 Shares 1,480 Est. Cost $15.96 Unrealized +18.4%
TRV THE TRAVELERS COMPANY INC 0.0%
Value ($000) $25 Shares 148 Est. Cost $116.19 Unrealized +39.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $24 Shares 121 Est. Cost $180.19 Unrealized +0.3%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $24 Shares 800 Est. Cost $48.20 Unrealized -30.0%
ACN ACCENTURE LTD ORD 0.0%
Value ($000) $24 Shares 86 Est. Cost $268.15 Unrealized +6.1%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $23 Shares 494 Est. Cost $42.51 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $22 Shares 305 Est. Cost $84.46 Unrealized
VIG VANGUARD DIV SPECIALIZED PORTFOL DIV APPR 0.0%
Value ($000) $22 Shares 152 Est. Cost $144.61 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $22 Shares 250 Est. Cost $92.74 Unrealized 0.0%
CAT CATERPILLAR INC. 0.0%
Value ($000) $22 Shares 122 Est. Cost $140.52 Unrealized +40.4%
XAR SPDR S&P AEROSPACE & DEFENSE E TF 0.0%
Value ($000) $21 Shares 209 Est. Cost $100.48 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $20 Shares 400 Est. Cost $25.82 Unrealized +115.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $20 Shares 549 Est. Cost $24.14 Unrealized +54.5%
ZD J2 GLOBAL INC 0.0%
Value ($000) $20 Shares 264 Est. Cost $72.39 Unrealized +14.5%
MMM 3M CO 0.0%
Value ($000) $19 Shares 146 Est. Cost $118.21 Unrealized -11.0%
INTC INTEL CORPORATION 0.0%
Value ($000) $19 Shares 500 Est. Cost $30.93 Unrealized +31.3%
NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL F 0.0%
Value ($000) $19 Shares 1,599 Est. Cost $12.09 Unrealized
KKR KKR & CO LP DEL 0.0%
Value ($000) $19 Shares 418 Est. Cost $36.10 Unrealized +41.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $19 Shares 298 Est. Cost $74.76 Unrealized -11.1%
EIX EDISON INTL 0.0%
Value ($000) $19 Shares 300 Est. Cost $47.06 Unrealized +22.0%
VMWARE INC 0.0%
Value ($000) $19 Shares 168 Est. Cost $96.94 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $18 Shares 4,000 Est. Cost $5.37 Unrealized +7.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $17 Shares 310 Est. Cost $33.76 Unrealized +65.3%
LCTX LINEAGE CELL THERAPEUTIC 0.0%
Value ($000) $17 Shares 10,600 Est. Cost $1.40 Unrealized -5.7%
BA BOEING CO 0.0%
Value ($000) $17 Shares 121 Est. Cost $167.19 Unrealized -11.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $21.70 Unrealized +62.4%
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $17 Shares 71 Est. Cost $239.44 Unrealized
TD TORONTO DOMINION BK ONT COM NE W 0.0%
Value ($000) $16 Shares 245 Est. Cost $58.52 Unrealized +24.1%
SYK STRYKER CORP 0.0%
Value ($000) $16 Shares 80 Est. Cost $114.51 Unrealized +97.3%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $15.27 Unrealized +121.8%
SICPQ SILVERGATE CAPITAL 0.0%
Value ($000) $16 Shares 291 Est. Cost $128.37 Unrealized -27.4%
SDY S&P DIVIDEND 0.0%
Value ($000) $15 Shares 125 Est. Cost $104.00 Unrealized
DOW DOW CHEM CO 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.71 Unrealized +53.6%
MA MASTERCARD INC 0.0%
Value ($000) $14 Shares 43 Est. Cost $362.28 Unrealized -6.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $14 Shares 199 Est. Cost $61.69 Unrealized +12.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $14 Shares 30 Est. Cost $328.27 Unrealized +31.8%
T AT&T CORP 0.0%
Value ($000) $14 Shares 673 Est. Cost $14.14 Unrealized +15.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $14 Shares 227 Est. Cost $62.95 Unrealized -24.4%
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $12 Shares 98 Est. Cost $86.64 Unrealized +38.5%
XLF FINANCIAL SELECT SECTOR SPDRFUND 0.0%
Value ($000) $12 Shares 393 Est. Cost $38.38 Unrealized
II-VI-INC 0.0%
Value ($000) $12 Shares 231 Est. Cost $33.14 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $11 Shares 300 Est. Cost $29.57 Unrealized +35.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $8.67 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $10 Shares 66 Est. Cost $27.25 Unrealized -30.9%
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $10 Shares 137 Est. Cost $72.99 Unrealized
DISCOVER FINANCIAL SVCS 0.0%
Value ($000) $10 Shares 111 Est. Cost $1.76 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BD ACTV ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $51.55 Unrealized
ACAD ACADIA PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 650 Est. Cost $42.56 Unrealized -56.1%
NBTB N B T BANCORP INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $31.35 Unrealized +15.6%
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC. 0.0%
Value ($000) $9 Shares 82 Est. Cost $183.57 Unrealized
XHB S&P HOME BUILDERS ETF 0.0%
Value ($000) $9 Shares 167 Est. Cost $84.16 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 29 Est. Cost $256.41 Unrealized +10.6%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $8 Shares 417 Est. Cost $20.89 Unrealized -7.2%
VTI VANGUARD TOTAL STOCK MKT 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
FIRST NATIONAL COMMUNITY BNCRP COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $8 Shares 443 Est. Cost $11.77 Unrealized +35.2%
DD DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $8 Shares 150 Est. Cost $23.71 Unrealized +6.8%
META META PLATFORMS INC CLASS A 0.0%
Value ($000) $8 Shares 52 Est. Cost $280.72 Unrealized -31.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 140 Est. Cost $58.84 Unrealized +13.0%
MSEX MIDDLESEX WATER CO 0.0%
Value ($000) $8 Shares 94 Est. Cost $89.64 Unrealized 0.0%
DOCS DOXIMITY INC-CLASS A 0.0%
Value ($000) $7 Shares 200 Est. Cost $39.37 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $60.58 Unrealized 0.0%
IR INGERSOLL-RAND PLC 0.0%
Value ($000) $7 Shares 176 Est. Cost $41.17 Unrealized +10.1%
NCLH NORWEGIAN CRUISE LINE HLDGS OR D 0.0%
Value ($000) $7 Shares 600 Est. Cost $20.86 Unrealized -19.7%
JKS JINKOSOLAR HOLDING CO LTD ADR 0.0%
Value ($000) $7 Shares 105 Est. Cost $57.14 Unrealized
SAP SAP AG 0.0%
Value ($000) $7 Shares 80 Est. Cost $94.46 Unrealized
SMH SEMICONDUCTOR HOLDERS TR 0.0%
Value ($000) $7 Shares 33 Est. Cost $256.28 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $161.75 Unrealized +49.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $56.93 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $6 Shares 170 Est. Cost $35.29 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $6 Shares 19 Est. Cost $196.49 Unrealized +48.1%
MED MEDIFAST INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $192.85 Unrealized -15.4%
SNY SANOFI 0.0%
Value ($000) $6 Shares 123 Est. Cost $48.78 Unrealized
ALLE ALLEGION PUBLIC LTD CO 0.0%
Value ($000) $6 Shares 66 Est. Cost $101.61 Unrealized +1.6%
XLK TECHNOLOGY SECTOR SPDR 0.0%
Value ($000) $6 Shares 45 Est. Cost $166.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $168.22 Unrealized -8.8%
WM WASTE MANAGEMENT 0.0%
Value ($000) $6 Shares 39 Est. Cost $142.52 Unrealized +3.8%
ESSA BANCORP 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $5 Shares 2,050 Est. Cost $8.08 Unrealized -55.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $609.63 Unrealized -33.2%
DYAI DYADIC INTERNTNL 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $6.58 Unrealized -62.4%
MARKER THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 16,500 Est. Cost $1.46 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $5 Shares 17 Est. Cost $342.83 Unrealized +2.0%
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $96.89 Unrealized 0.0%
OGN ORGANON & CO. COMMON STOCK 0.0%
Value ($000) $4 Shares 133 Est. Cost $26.93 Unrealized +9.6%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $4 Shares 14 Est. Cost $214.86 Unrealized +3.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $199.83 Unrealized
CCSI CONSENSUS CLOUD SOLUTIONS INC 0.0%
Value ($000) $4 Shares 88 Est. Cost $60.83 Unrealized -18.3%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $4 Shares 234 Est. Cost $112.72 Unrealized -75.9%
IHI ISHARES MEDICAL DEVICES 0.0%
Value ($000) $4 Shares 72 Est. Cost $113.43 Unrealized
WALGREENS BOOTS ALLIANCE INC C OM 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $4 Shares 47 Est. Cost $76.98 Unrealized +16.7%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $151.05 Unrealized +6.9%
FIRST TRUST ENERGY 0.0%
Value ($000) $4 Shares 236 Est. Cost $14.04 Unrealized
TFC TRUIST FINANCIAL CORPORATION C OM 0.0%
Value ($000) $3 Shares 61 Est. Cost $35.66 Unrealized +14.4%
MHH MASTECH DIGITAL INC 0.0%
Value ($000) $3 Shares 214 Est. Cost $18.06 Unrealized -0.8%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $60.10 Unrealized -1.4%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $3 Shares 330 Est. Cost $21.59 Unrealized -46.1%
TDC TERADATA CORP 0.0%
Value ($000) $3 Shares 68 Est. Cost $21.45 Unrealized +86.0%
TAK TAKEDA PHARMA 0.0%
Value ($000) $3 Shares 221 Est. Cost $18.10 Unrealized
PDS PRECISION DRILLING CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $22.66 Unrealized +220.2%
CHAEGEPOINT HOLDINGS 0.0%
Value ($000) $3 Shares 200 Est. Cost $35.00 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $3 Shares 82 Est. Cost $50.28 Unrealized -14.8%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.23 Unrealized 0.0%
RCL ROYAL CARRBN CRUISES LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $68.51 Unrealized -10.8%
SJM SMUCKER JM CO 0.0%
Value ($000) $3 Shares 23 Est. Cost $87.54 Unrealized +34.5%
DUK DUKE POWER 0.0%
Value ($000) $3 Shares 30 Est. Cost $85.40 Unrealized +11.7%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $86.75 Unrealized
VYX N C R CORP NEW 0.0%
Value ($000) $2 Shares 68 Est. Cost $18.10 Unrealized +17.9%
DELL DELL COMPUTER CORPORATION 0.0%
Value ($000) $2 Shares 42 Est. Cost $31.93 Unrealized +36.4%
BHC BAUSCH HEALTH COMPANIES INC CO M 0.0%
Value ($000) $2 Shares 249 Est. Cost $17.93 Unrealized -22.1%
IBB ISHARES NASDAQ BIOTEC ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
AAXJ ALL ASIA XJAPAN 0.0%
Value ($000) $2 Shares 25 Est. Cost $87.26 Unrealized
PEAR THERAPEUTICS CL A ORD 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 143 Est. Cost $23.23 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $28.61 Unrealized +39.8%
Z ZILLOW GROUP INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $66.71 Unrealized -39.8%
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 292 Est. Cost $13.70 Unrealized
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $2 Shares 186 Est. Cost $18.55 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 48 Est. Cost $10.55 Unrealized 0.0%
MOS THE MOSAIC CO COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $55.77 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $13.33 Unrealized -30.3%
INMD INMODE ORD 0.0%
Value ($000) $1 Shares 40 Est. Cost $44.79 Unrealized -41.3%
AMARIN CORP PLC 0.0%
Value ($000) $1 Shares 400 Est. Cost $16.66 Unrealized
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $1 Shares 110 Est. Cost $8.20 Unrealized +52.5%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $24.29 Unrealized -31.4%
IGV ISHARES GS SOFTWARE INDEX 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.51 Unrealized
ANAB ANAPTYSBIO INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.56 Unrealized +2.7%
LEVI LEVI STRAUSS & CO 0.0%
Value ($000) $1 Shares 80 Est. Cost $20.36 Unrealized -20.7%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CHEMBIO DIAGNOSTICS INC INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,060 Est. Cost $2.59 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $72.85 Unrealized -3.4%
ONCOCYTE CORP COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
OBE OBSIDIAN ENERGY LIMI 0.0%
Value ($000) $1 Shares 160 Est. Cost $7.30 Unrealized +21.2%
OATLY GROUP ADS REP ORD 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $1 Shares 7 Est. Cost $53.47 Unrealized +61.6%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHRQ ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.82 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $32.09 Unrealized
INOVIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $8.00 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.08 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $13.12 Unrealized -62.1%
TONIX PHARMACEUTICALS HOLDING CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.38 Unrealized -15.2%
TITAN MEDICAL INC. 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.50 Unrealized -18.5%