Riggs Asset Managment Co. Inc. Diversified Active

CIK: 0001601348 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 30, 2023

Total Value ($000): $242,738 (100.0% shares, 0.0% debt)

Holdings (330)

AAPL APPLE INC 3.3%
Value ($000) $8,046 Shares 61,926 Est. Cost $95.05 Unrealized +48.0%
FLOT ISHARES FLOATING RATE 3.3%
Value ($000) $7,968 Shares 158,320 Est. Cost $50.68 Unrealized
PAVE GLOBAL X US INFASTRUCTURE DEV ETF 3.2%
Value ($000) $7,785 Shares 293,892 Est. Cost $25.16 Unrealized
V VISA INC 3.1%
Value ($000) $7,472 Shares 35,966 Est. Cost $199.00 Unrealized -1.0%
DVN DEVON ENERGY CORP NEW 3.0%
Value ($000) $7,272 Shares 118,224 Est. Cost $44.56 Unrealized +33.2%
IJR ISHARES TR S&P SMALLCAP 2.9%
Value ($000) $7,020 Shares 74,171 Est. Cost $87.18 Unrealized
IEO ISHARES OIL & GAS EXPL 2.7%
Value ($000) $6,553 Shares 70,565 Est. Cost $92.25 Unrealized
XME S&P METALS & MINING 2.6%
Value ($000) $6,403 Shares 128,557 Est. Cost $58.62 Unrealized
MCD MCDONALDS CORP 2.5%
Value ($000) $5,966 Shares 22,640 Est. Cost $222.35 Unrealized +10.3%
ABBV ABBVIE INC 2.3%
Value ($000) $5,622 Shares 34,786 Est. Cost $76.81 Unrealized +78.6%
RTX RAYTHEON TECH CORP COM 2.3%
Value ($000) $5,618 Shares 55,664 Est. Cost $84.15 Unrealized +4.2%
CMI CUMMINS INC 2.3%
Value ($000) $5,584 Shares 23,046 Est. Cost $200.92 Unrealized +9.9%
XLV HEALTHCARE SECTOR SPDR TR SBI 2.2%
Value ($000) $5,384 Shares 39,633 Est. Cost $127.69 Unrealized
IBM INTERNATIONAL BUSINESS MACH 2.2%
Value ($000) $5,283 Shares 37,495 Est. Cost $117.69 Unrealized +4.6%
SCHW SCHWAB CHARLES CORP COM 2.2%
Value ($000) $5,236 Shares 62,889 Est. Cost $74.21 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $5,100 Shares 9,620 Est. Cost $494.33 Unrealized +1.2%
XLB SPDR MATERIALS SECTOR INDEX 2.1%
Value ($000) $5,042 Shares 64,908 Est. Cost $77.68 Unrealized
AMLP ALPS ETF TR 2.0%
Value ($000) $4,963 Shares 130,373 Est. Cost $34.44 Unrealized
CVS CVS CAREMARK CORPORATION 2.0%
Value ($000) $4,942 Shares 53,033 Est. Cost $50.87 Unrealized +68.9%
DE DEERE & COMPANY 1.9%
Value ($000) $4,723 Shares 11,016 Est. Cost $388.24 Unrealized +0.1%
LMT LOCKHEED MARTIN CORP 1.9%
Value ($000) $4,719 Shares 9,700 Est. Cost $408.16 Unrealized +4.5%
MBB MORTGAGE BACKED SECURITIES ETF 1.9%
Value ($000) $4,535 Shares 48,898 Est. Cost $92.11 Unrealized
TAN SOLAR ENERGY ETF INVESCO 1.8%
Value ($000) $4,474 Shares 61,339 Est. Cost $73.80 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.7%
Value ($000) $4,156 Shares 202,430 Est. Cost $22.13 Unrealized
WMT WAL-MART STORES INC 1.7%
Value ($000) $4,082 Shares 28,790 Est. Cost $43.27 Unrealized +5.5%
GOOG ALPHABET INC CL C 1.6%
Value ($000) $3,853 Shares 43,425 Est. Cost $109.05 Unrealized -13.1%
TIP ISHARES TIPS BD ETF 1.6%
Value ($000) $3,805 Shares 35,752 Est. Cost $125.28 Unrealized
FIW FIRST TRUST WATER ETF 1.6%
Value ($000) $3,772 Shares 47,531 Est. Cost $84.26 Unrealized
XBI SPDR SPDR S&P BIOTECH ETF 1.4%
Value ($000) $3,370 Shares 40,605 Est. Cost $77.21 Unrealized
GLD GOLD TRUST SPDR 1.4%
Value ($000) $3,342 Shares 19,699 Est. Cost $171.45 Unrealized
MSFT MICROSOFT COR 1.3%
Value ($000) $3,037 Shares 12,665 Est. Cost $239.30 Unrealized -2.2%
LOW LOWES COMPANIES INC 1.2%
Value ($000) $3,014 Shares 15,126 Est. Cost $182.38 Unrealized +3.2%
PPA INVESCO AEROSPACE & 1.2%
Value ($000) $2,977 Shares 37,967 Est. Cost $78.34 Unrealized
AVGO BROADCOM LTD 1.2%
Value ($000) $2,893 Shares 5,174 Est. Cost $49.61 Unrealized -4.0%
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $2,818 Shares 20,192 Est. Cost $86.60 Unrealized -7.3%
CWB SPDR BLMBERG BRCLY CONV SECRT ETF 1.1%
Value ($000) $2,782 Shares 43,245 Est. Cost $76.48 Unrealized
ARISTA NETWORKS INC COM 1.1%
Value ($000) $2,758 Shares 22,731 Est. Cost $163.80 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 1.1%
Value ($000) $2,643 Shares 51,428 Est. Cost $31.89 Unrealized +57.4%
UNP UNION PAC CORP 1.1%
Value ($000) $2,592 Shares 12,519 Est. Cost $217.95 Unrealized -12.7%
HAL HALIBURTON CO 1.1%
Value ($000) $2,558 Shares 65,017 Est. Cost $30.22 Unrealized +9.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.0%
Value ($000) $2,315 Shares 36,227 Est. Cost $61.09 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,241 Shares 11,765 Est. Cost $153.66 Unrealized +6.4%
VTV VANGUARD VALUE 0.9%
Value ($000) $2,177 Shares 15,510 Est. Cost $140.53 Unrealized
MRK MERCK & COMPANY INC NEW 0.8%
Value ($000) $2,042 Shares 18,404 Est. Cost $78.52 Unrealized +18.2%
TLT 20 PLS YEAR TREASURY BOND ETF 0.8%
Value ($000) $1,958 Shares 19,665 Est. Cost $102.45 Unrealized
JNK SPDR HIGH YIELD 0.8%
Value ($000) $1,864 Shares 20,710 Est. Cost $109.05 Unrealized
LQD ISHARES IBOXX INV CP ETF 0.8%
Value ($000) $1,833 Shares 17,382 Est. Cost $129.30 Unrealized
NUE NUCOR CORP 0.7%
Value ($000) $1,646 Shares 12,487 Est. Cost $119.83 Unrealized +8.2%
XOP S&P OIL & GAS EXPL & PROD 0.6%
Value ($000) $1,486 Shares 10,935 Est. Cost $121.34 Unrealized
HUM HUMANA INCORPORATED 0.6%
Value ($000) $1,416 Shares 2,765 Est. Cost $469.33 Unrealized +8.2%
FOUR SHIFT4 PMTS INC 0.6%
Value ($000) $1,395 Shares 24,942 Est. Cost $60.48 Unrealized -21.8%
MOO AGRIBUSINESS 0.6%
Value ($000) $1,395 Shares 16,249 Est. Cost $103.39 Unrealized
BTU PEABODY ENERGY CORP 0.5%
Value ($000) $1,309 Shares 49,554 Est. Cost $26.43 Unrealized 0.0%
FCX FREEPRT-MCMRAN CPR&GLD B 0.5%
Value ($000) $1,307 Shares 34,404 Est. Cost $40.42 Unrealized -17.2%
CANADIAN PACIFIC LIMITED 0.5%
Value ($000) $1,305 Shares 17,500 Est. Cost $70.18 Unrealized
DAR DARLING INGREDIENTS INC 0.5%
Value ($000) $1,205 Shares 19,246 Est. Cost $70.52 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,200 Shares 2,711 Est. Cost $442.79 Unrealized
DAL DELTA AIR LINES INC 0.5%
Value ($000) $1,180 Shares 35,915 Est. Cost $37.09 Unrealized -13.1%
AR ANTERO RESOURCES COR 0.5%
Value ($000) $1,168 Shares 37,705 Est. Cost $35.62 Unrealized -3.0%
XLF FINANCIAL SELECT SECTOR SPDRFUND 0.5%
Value ($000) $1,152 Shares 33,677 Est. Cost $34.25 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,144 Shares 13,618 Est. Cost $126.56 Unrealized -21.9%
CRWD CROWDSTRIKE HOLDINGS INC COM C L A 0.5%
Value ($000) $1,094 Shares 10,386 Est. Cost $159.50 Unrealized -14.2%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $880 Shares 5,803 Est. Cost $116.01 Unrealized +11.9%
SPHB S&P 500 HIGH BETA PORTFOLIO 0.3%
Value ($000) $823 Shares 13,210 Est. Cost $66.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.3%
Value ($000) $749 Shares 2,426 Est. Cost $217.80 Unrealized +36.4%
CFR CULLEN FROST BANKERS INC 0.3%
Value ($000) $743 Shares 5,558 Est. Cost $118.95 Unrealized +8.0%
IEI ISHARES 3-7 YR TREAS BOND 0.3%
Value ($000) $736 Shares 6,403 Est. Cost $114.91 Unrealized
XLI INDUSTRIAL SEL S&P SPDR 0.3%
Value ($000) $727 Shares 7,407 Est. Cost $98.21 Unrealized
TSLA TESLA MOTORS INC 0.3%
Value ($000) $647 Shares 5,250 Est. Cost $251.46 Unrealized -24.7%
NTR NUTRIEN LTD 0.3%
Value ($000) $623 Shares 8,526 Est. Cost $71.14 Unrealized -0.0%
OIH VANECK VECTORS OIL SERVICE HOLDERS TR 0.2%
Value ($000) $545 Shares 1,793 Est. Cost $242.77 Unrealized
MBCN MIDDLEFIELD BANC CORP COM 0.2%
Value ($000) $516 Shares 18,830 Est. Cost $16.09 Unrealized +60.3%
IJH S&P MID CAP GROWTH 0.2%
Value ($000) $502 Shares 2,074 Est. Cost $237.51 Unrealized
CBU COMMUNITY BK SYS INC 0.2%
Value ($000) $482 Shares 7,653 Est. Cost $46.18 Unrealized +21.4%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value ($000) $394 Shares 2,601 Est. Cost $145.40 Unrealized
XLP SECTOR SPDR TR CON STPLS 0.2%
Value ($000) $387 Shares 5,191 Est. Cost $72.15 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.2%
Value ($000) $387 Shares 4,976 Est. Cost $76.76 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $313 Shares 1,731 Est. Cost $89.61 Unrealized +79.5%
IFRA ISHARES US INFRASTRUCTURE ETF 0.1%
Value ($000) $307 Shares 8,467 Est. Cost $32.25 Unrealized
PFIS PEOPLES FINANCIAL SVCS 0.1%
Value ($000) $297 Shares 5,728 Est. Cost $32.60 Unrealized +42.6%
AZO AUTOZONE INC 0.1%
Value ($000) $296 Shares 120 Est. Cost $1103.61 Unrealized +119.0%
WASH WASHINGTON TRUST BANCORP COM 0.1%
Value ($000) $292 Shares 6,180 Est. Cost $22.36 Unrealized +69.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $278 Shares 1,572 Est. Cost $73.98 Unrealized +112.3%
ORCL ORACLE CORP 0.1%
Value ($000) $276 Shares 3,375 Est. Cost $55.51 Unrealized +31.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $269 Shares 1,253 Est. Cost $73.57 Unrealized +143.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $268 Shares 3,203 Est. Cost $65.64 Unrealized +12.5%
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value ($000) $267 Shares 12,849 Est. Cost $26.20 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $265 Shares 3,000 Est. Cost $107.24 Unrealized -12.1%
HD HOME DEPOT INC 0.1%
Value ($000) $214 Shares 679 Est. Cost $155.89 Unrealized +80.4%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $189 Shares 413 Est. Cost $310.12 Unrealized +51.2%
EVRG EVERGY INC 0.1%
Value ($000) $176 Shares 2,800 Est. Cost $44.68 Unrealized +17.5%
NKE NIKE INC 0.1%
Value ($000) $172 Shares 1,468 Est. Cost $87.76 Unrealized +8.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $158 Shares 906 Est. Cost $174.70 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $158 Shares 601 Est. Cost $137.18 Unrealized +76.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $154 Shares 402 Est. Cost $381.35 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $150 Shares 1,010 Est. Cost $153.30 Unrealized -2.7%
SPY SPDR S&P500 ETF TR 0.1%
Value ($000) $140 Shares 366 Est. Cost $377.82 Unrealized
VALE VALE SA ADR F 0.0%
Value ($000) $121 Shares 7,127 Est. Cost $14.62 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $119 Shares 1,586 Est. Cost $51.78 Unrealized +37.5%
TGT TARGET CORPORATION 0.0%
Value ($000) $117 Shares 788 Est. Cost $111.37 Unrealized +26.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $116 Shares 1,055 Est. Cost $31.55 Unrealized +205.2%
UGI U G I CORP NEW 0.0%
Value ($000) $113 Shares 3,037 Est. Cost $34.01 Unrealized +6.3%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $107 Shares 3,232 Est. Cost $18.64 Unrealized +70.1%
HYG ISHARES IBOXX HIGH YIELD ETF 0.0%
Value ($000) $105 Shares 1,425 Est. Cost $73.63 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $105 Shares 1,100 Est. Cost $55.99 Unrealized +45.9%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $103 Shares 942 Est. Cost $66.71 Unrealized +46.3%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $101 Shares 1,642 Est. Cost $63.30 Unrealized -15.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $99 Shares 400 Est. Cost $204.98 Unrealized +7.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $95 Shares 399 Est. Cost $196.56 Unrealized +14.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $93 Shares 560 Est. Cost $38.92 Unrealized +290.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $90 Shares 1,251 Est. Cost $46.85 Unrealized +39.2%
WM WASTE MANAGEMENT 0.0%
Value ($000) $85 Shares 539 Est. Cost $152.41 Unrealized +0.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $84 Shares 530 Est. Cost $87.16 Unrealized +59.8%
PFE PFIZER INC 0.0%
Value ($000) $78 Shares 1,515 Est. Cost $41.84 Unrealized -4.0%
XHE HEALTH CARE EQUIPMENT SPDR S&P 0.0%
Value ($000) $72 Shares 805 Est. Cost $114.69 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $70 Shares 591 Est. Cost $36.76 Unrealized +197.6%
PPL PPL CORP 0.0%
Value ($000) $70 Shares 2,383 Est. Cost $23.62 Unrealized +4.4%
MTB M & T BK CORP 0.0%
Value ($000) $68 Shares 469 Est. Cost $97.64 Unrealized +51.4%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $67 Shares 450 Est. Cost $98.02 Unrealized +45.2%
JPM J P MORGAN CHASE & CO 0.0%
Value ($000) $66 Shares 492 Est. Cost $99.54 Unrealized +18.2%
LINDE PLC COM 0.0%
Value ($000) $65 Shares 200 Est. Cost $264.00 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $63 Shares 900 Est. Cost $59.11 Unrealized +0.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $62 Shares 649 Est. Cost $61.35 Unrealized +37.8%
CSX C S X CORP 0.0%
Value ($000) $60 Shares 1,935 Est. Cost $27.91 Unrealized +3.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $59 Shares 327 Est. Cost $74.71 Unrealized +105.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $58 Shares 1,464 Est. Cost $43.94 Unrealized -30.0%
PFG PRINCIPAL FINL GROUP INC 0.0%
Value ($000) $56 Shares 665 Est. Cost $37.97 Unrealized +101.7%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $54 Shares 300 Est. Cost $198.78 Unrealized -15.4%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $53 Shares 254 Est. Cost $168.25 Unrealized +25.4%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $52 Shares 219 Est. Cost $118.88 Unrealized +92.6%
PSCH SMALL CAP HEALTHCARE 0.0%
Value ($000) $50 Shares 380 Est. Cost $128.73 Unrealized
AVANGRID INC 0.0%
Value ($000) $50 Shares 1,166 Est. Cost $40.31 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $50 Shares 1,429 Est. Cost $50.30 Unrealized -40.2%
MUB ISHARES NAT AMT FREE BD 0.0%
Value ($000) $50 Shares 470 Est. Cost $109.95 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS 0.0%
Value ($000) $48 Shares 537 Est. Cost $85.66 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $47 Shares 500 Est. Cost $54.77 Unrealized +47.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $47 Shares 65 Est. Cost $548.44 Unrealized +33.8%
CYBER SECURITY 0.0%
Value ($000) $46 Shares 1,034 Est. Cost $52.49 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $45 Shares 700 Est. Cost $40.70 Unrealized +34.9%
LLY LILLY ELI & CO 0.0%
Value ($000) $44 Shares 119 Est. Cost $321.95 Unrealized +7.4%
MS MORGAN STANLEY 0.0%
Value ($000) $42 Shares 492 Est. Cost $48.26 Unrealized +59.1%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $41 Shares 335 Est. Cost $101.49 Unrealized
AMEDISYS INC 0.0%
Value ($000) $38 Shares 450 Est. Cost $75.26 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $36 Shares 145 Est. Cost $144.98 Unrealized +57.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $36 Shares 411 Est. Cost $130.28 Unrealized -28.3%
DIA DIAMONDS TRUST-UNIT SERIES 1 0.0%
Value ($000) $35 Shares 105 Est. Cost $331.33 Unrealized
TT TRAANE TECHNOLOGIES PLC 0.0%
Value ($000) $34 Shares 200 Est. Cost $129.28 Unrealized +23.3%
NUVEEN AMT FREE MUNI INC 0.0%
Value ($000) $33 Shares 2,906 Est. Cost $55.72 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $33 Shares 225 Est. Cost $18.87 Unrealized -22.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $31 Shares 200 Est. Cost $57.26 Unrealized +21.9%
CAT CATERPILLAR INC. 0.0%
Value ($000) $29 Shares 122 Est. Cost $140.52 Unrealized +47.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $92.74 Unrealized +15.4%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $26 Shares 1,480 Est. Cost $15.96 Unrealized +6.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $26 Shares 424 Est. Cost $31.99 Unrealized +62.9%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $26 Shares 494 Est. Cost $42.51 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $25 Shares 73 Est. Cost $347.03 Unrealized -6.8%
PENN PENN NATL GAMING INC 0.0%
Value ($000) $24 Shares 800 Est. Cost $48.20 Unrealized -32.7%
VO VANGUARD CRSP US MID CAP INDEX 0.0%
Value ($000) $23 Shares 115 Est. Cost $202.48 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $23 Shares 100 Est. Cost $115.11 Unrealized +84.3%
ACN ACCENTURE LTD ORD 0.0%
Value ($000) $23 Shares 86 Est. Cost $268.15 Unrealized -1.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $23 Shares 549 Est. Cost $24.14 Unrealized +61.1%
BYD BOYD GAMING CORP 0.0%
Value ($000) $22 Shares 400 Est. Cost $25.82 Unrealized +111.1%
TRV THE TRAVELERS COMPANY INC 0.0%
Value ($000) $22 Shares 115 Est. Cost $116.19 Unrealized +45.7%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $5.37 Unrealized +14.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $15.27 Unrealized +136.4%
SYK STRYKER CORP 0.0%
Value ($000) $20 Shares 80 Est. Cost $114.51 Unrealized +91.9%
VMWARE INC 0.0%
Value ($000) $20 Shares 159 Est. Cost $96.94 Unrealized
KKR KKR & CO LP DEL 0.0%
Value ($000) $19 Shares 418 Est. Cost $36.10 Unrealized +31.8%
EIX EDISON INTL 0.0%
Value ($000) $19 Shares 300 Est. Cost $47.06 Unrealized +13.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 227 Est. Cost $62.95 Unrealized -23.1%
MMM 3M CO 0.0%
Value ($000) $19 Shares 158 Est. Cost $116.56 Unrealized -22.2%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $55.25 Unrealized -23.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $18 Shares 9 Est. Cost $1848.19 Unrealized +1.0%
MRNA MODERNA INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $151.74 Unrealized +7.8%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $18 Shares 305 Est. Cost $84.46 Unrealized
NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL F 0.0%
Value ($000) $18 Shares 1,599 Est. Cost $12.09 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $33.76 Unrealized +81.1%
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $18 Shares 71 Est. Cost $239.44 Unrealized
FLR FLUOR CORP COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $25.50 Unrealized +25.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $17 Shares 153 Est. Cost $102.88 Unrealized +5.8%
SLX VANECK VECTORS STEEL INDEX 0.0%
Value ($000) $17 Shares 287 Est. Cost $66.33 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $16 Shares 30 Est. Cost $328.27 Unrealized +50.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $16 Shares 410 Est. Cost $21.99 Unrealized +44.8%
NET CLOUDFLARE INC 0.0%
Value ($000) $16 Shares 352 Est. Cost $41.48 Unrealized +19.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $16 Shares 60 Est. Cost $180.19 Unrealized +61.5%
INTC INTEL CORPORATION 0.0%
Value ($000) $16 Shares 601 Est. Cost $30.21 Unrealized -11.8%
TD TORONTO DOMINION BK ONT COM NE W 0.0%
Value ($000) $16 Shares 245 Est. Cost $58.52 Unrealized +10.4%
SDY S&P DIVIDEND 0.0%
Value ($000) $16 Shares 125 Est. Cost $104.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $16 Shares 199 Est. Cost $61.69 Unrealized +13.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $15 Shares 1,250 Est. Cost $23.85 Unrealized -33.2%
HLT HILTON WORLDWIDE HOLDINGS Inc 0.0%
Value ($000) $15 Shares 121 Est. Cost $141.87 Unrealized -8.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $15 Shares 298 Est. Cost $74.76 Unrealized -33.6%
DOW DOW CHEM CO 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.71 Unrealized +20.2%
QQQ INVESCO QQQ TRUST SRS 1 ETF 0.0%
Value ($000) $15 Shares 55 Est. Cost $299.54 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value ($000) $14 Shares 400 Est. Cost $25.00 Unrealized +35.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $8.67 Unrealized
AGG ISHARES CORE TOTUSBD ETF 0.0%
Value ($000) $14 Shares 141 Est. Cost $118.08 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $13 Shares 98 Est. Cost $86.64 Unrealized +40.1%
LCTX LINEAGE CELL THERAPEUTIC 0.0%
Value ($000) $12 Shares 10,600 Est. Cost $1.40 Unrealized -9.9%
EMB EMRG MKT BD 0.0%
Value ($000) $12 Shares 145 Est. Cost $83.83 Unrealized
DOCS DOXIMITY INC-CLASS A 0.0%
Value ($000) $12 Shares 350 Est. Cost $36.98 Unrealized -17.4%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $402.75 Unrealized +7.1%
DDOG DATADOG INC. 0.0%
Value ($000) $12 Shares 158 Est. Cost $92.17 Unrealized -15.2%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
DISCOVER FINANCIAL SVCS 0.0%
Value ($000) $11 Shares 111 Est. Cost $1.76 Unrealized
NBTB N B T BANCORP INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $31.35 Unrealized +40.7%
ZD ZIFF DAVIS INC 0.0%
Value ($000) $10 Shares 132 Est. Cost $72.39 Unrealized +11.1%
ACAD ACADIA PHARMACEUTICALS 0.0%
Value ($000) $10 Shares 650 Est. Cost $42.56 Unrealized -63.3%
DD DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $10 Shares 150 Est. Cost $23.71 Unrealized +5.4%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $219.07 Unrealized -7.4%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.57 Unrealized +13.5%
XHB S&P HOME BUILDERS ETF 0.0%
Value ($000) $10 Shares 167 Est. Cost $84.16 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BD ACTV ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $51.55 Unrealized
VIG VANGUARD DIV SPECIALIZED PORTFOL DIV APPR 0.0%
Value ($000) $10 Shares 64 Est. Cost $144.61 Unrealized
COHR COHERENT ORD 0.0%
Value ($000) $9 Shares 263 Est. Cost $47.89 Unrealized -27.4%
IR INGERSOLL-RAND PLC 0.0%
Value ($000) $9 Shares 176 Est. Cost $41.17 Unrealized +23.6%
CI CIGNA CORP 0.0%
Value ($000) $8 Shares 25 Est. Cost $161.75 Unrealized +84.8%
CLF CLIFFS NATURAL RESOURCES INC C OM 0.0%
Value ($000) $8 Shares 513 Est. Cost $23.30 Unrealized -35.4%
SAP SAP AG 0.0%
Value ($000) $8 Shares 80 Est. Cost $94.46 Unrealized
FIRST NATIONAL COMMUNITY BNCRP COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
ISRG INTUITIVE SURGICAL NEW 0.0%
Value ($000) $8 Shares 30 Est. Cost $214.77 Unrealized +13.5%
KEY KEYCORP 0.0%
Value ($000) $8 Shares 443 Est. Cost $11.77 Unrealized +25.6%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $60.58 Unrealized +6.7%
MSEX MIDDLESEX WATER CO 0.0%
Value ($000) $7 Shares 94 Est. Cost $89.64 Unrealized -3.2%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $22.21 Unrealized +26.3%
VB VANGUARD SMALL CAP 0.0%
Value ($000) $7 Shares 40 Est. Cost $175.00 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $58.84 Unrealized -8.5%
ALLE ALLEGION PUBLIC LTD CO 0.0%
Value ($000) $7 Shares 66 Est. Cost $101.61 Unrealized -1.5%
SICPQ SILVERGATE CAPITAL 0.0%
Value ($000) $7 Shares 395 Est. Cost $116.99 Unrealized -66.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $256.41 Unrealized +25.4%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $7 Shares 363 Est. Cost $32.36 Unrealized -9.0%
IBB ISHARES NASDAQ BIOTEC ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $118.78 Unrealized
SEAGEN INC ORDINARY SHARES 0.0%
Value ($000) $6 Shares 50 Est. Cost $140.00 Unrealized
ESSA BANCORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.67 Unrealized
SNY SANOFI 0.0%
Value ($000) $6 Shares 123 Est. Cost $48.78 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $56.93 Unrealized
SHY ISHARES TRUST 1-3 YR TREASURY BD ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $79.37 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $5 Shares 39 Est. Cost $142.44 Unrealized
RCL ROYAL CARRBN CRUISES LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $68.51 Unrealized -24.8%
MARKER THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 18,500 Est. Cost $1.35 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $151.05 Unrealized +3.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $5 Shares 152 Est. Cost $120.75 Unrealized
JKS JINKOSOLAR HOLDING CO LTD ADR 0.0%
Value ($000) $4 Shares 105 Est. Cost $57.14 Unrealized
ENIVA PARTNERS LP 0.0%
Value ($000) $4 Shares 77 Est. Cost $78.96 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.14 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $4 Shares 47 Est. Cost $76.98 Unrealized -7.6%
SJM SMUCKER JM CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $87.54 Unrealized +52.5%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $88.47 Unrealized -9.7%
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC. 0.0%
Value ($000) $4 Shares 35 Est. Cost $183.57 Unrealized
TAK TAKEDA PHARMA 0.0%
Value ($000) $3 Shares 221 Est. Cost $18.10 Unrealized
FIRST TRUST ENERGY 0.0%
Value ($000) $3 Shares 236 Est. Cost $14.04 Unrealized
DUK DUKE POWER 0.0%
Value ($000) $3 Shares 30 Est. Cost $85.40 Unrealized -0.7%
SNOW SNOWFLAKE CL A ORD 0.0%
Value ($000) $3 Shares 21 Est. Cost $165.57 Unrealized -7.8%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.86 Unrealized -13.1%
NCLH NORWEGIAN CRUISE LINE HLDGS OR D 0.0%
Value ($000) $3 Shares 235 Est. Cost $20.86 Unrealized -27.8%
TTD THE TRADE DESK INC COM Cl A 0.0%
Value ($000) $3 Shares 61 Est. Cost $56.90 Unrealized -10.9%
TFC TRUIST FINANCIAL CORPORATION C OM 0.0%
Value ($000) $3 Shares 61 Est. Cost $35.66 Unrealized +4.0%
OII OCEANEERING INTERNATIONAL 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.29 Unrealized 0.0%
GREEN PLAINS PARTNER LP 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.96 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $6.36 Unrealized
XYZ SQUARE INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $143.88 Unrealized -57.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 143 Est. Cost $23.23 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $66.71 Unrealized -50.3%
CCSI CONSENSUS CLOUD SOLUTIONS INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $60.83 Unrealized -10.4%
MHH MASTECH DIGITAL INC 0.0%
Value ($000) $2 Shares 214 Est. Cost $18.06 Unrealized -23.1%
TDC TERADATA CORP 0.0%
Value ($000) $2 Shares 68 Est. Cost $21.45 Unrealized +50.0%
LAND GLADSTONE LAND CORP 0.0%
Value ($000) $2 Shares 121 Est. Cost $16.67 Unrealized
PDS PRECISION DRILLING CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $22.66 Unrealized +218.4%
ROKU ROKU INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $96.89 Unrealized -46.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
CHARGEPOINT HOLDINGS 0.0%
Value ($000) $2 Shares 200 Est. Cost $35.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $72.85 Unrealized +20.2%
DYAI DYADIC INTERNTNL 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $6.58 Unrealized -74.0%
PEAR THERAPEUTICS CL A ORD 0.0%
Value ($000) $2 Shares 1,550 Est. Cost $1.97 Unrealized
SPHQ S&P 500 HIGH QUALI TY PORTFOLIO 0.0%
Value ($000) $2 Shares 41 Est. Cost $46.20 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $126.07 Unrealized -19.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.02 Unrealized +0.4%
CHINOOK THERAPEUTICS ORD 0.0%
Value ($000) $2 Shares 65 Est. Cost $15.38 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.88 Unrealized +3.6%
VYX N C R CORP NEW 0.0%
Value ($000) $2 Shares 68 Est. Cost $18.10 Unrealized -26.5%
BHC BAUSCH HEALTH COMPANIES INC CO M 0.0%
Value ($000) $2 Shares 249 Est. Cost $17.93 Unrealized -61.1%
LNTH LANTHEUS HOLDINGS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.38 Unrealized -7.1%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 47 Est. Cost $28.61 Unrealized -8.1%
INMD INMODE ORD 0.0%
Value ($000) $1 Shares 40 Est. Cost $44.79 Unrealized -22.3%
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $1 Shares 110 Est. Cost $8.20 Unrealized +43.3%
IGV ISHARES GS SOFTWARE INDEX 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.51 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 292 Est. Cost $13.70 Unrealized
LEVI LEVI STRAUSS & CO 0.0%
Value ($000) $1 Shares 80 Est. Cost $20.36 Unrealized -30.8%
LUCID GROUP ORD 0.0%
Value ($000) $1 Shares 175 Est. Cost $12.01 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $13.33 Unrealized -32.1%
NEOV NEOVOLTA ORD 0.0%
Value ($000) $1 Shares 400 Est. Cost $3.95 Unrealized -1.4%
CHELSEA PROPERTY GROUP 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.15 Unrealized
OBE OBSIDIAN ENERGY LIMI 0.0%
Value ($000) $1 Shares 160 Est. Cost $7.30 Unrealized +6.5%
GEN GENON ENERGY 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.34 Unrealized -18.4%
ANAB ANAPTYSBIO INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.56 Unrealized +31.0%
DELL DELL COMPUTER CORPORATION 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.93 Unrealized +16.2%
PSYK ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
ILF LATIN AMERICA 40 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.18 Unrealized
WPC W P CAREY CO L L C 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
CHEMBIO DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 3,500 Est. Cost $0.52 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $24.29 Unrealized -44.2%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $13.12 Unrealized -65.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.58 Unrealized 0.0%
OGN ORGANON & CO. COMMON STOCK 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.93 Unrealized -18.4%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,060 Est. Cost $2.59 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.04 Unrealized -26.7%
AMARIN CORP PLC 0.0%
Value ($000) $0 Shares 400 Est. Cost $16.66 Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $19.67 Unrealized -13.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.28 Unrealized 0.0%
HMC HONDA MOTOR CO LTD ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $112.72 Unrealized -86.6%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $0 Shares 317 Est. Cost $8.08 Unrealized -76.5%
BHVN Biohaven Ltd 0.0%
Value ($000) $0 Shares 30 Est. Cost $14.12 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $21.21 Unrealized -14.5%
OATLY GROUP ADS REP ORD 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.00 Unrealized
ONCOCYTE CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $2.00 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.50 Unrealized -25.2%
Dare Bioscience Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.83 Unrealized
TXMD THERAPEUTICSMD INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $5.89 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.38 Unrealized -16.6%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.13 Unrealized -23.8%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.59 Unrealized -53.4%
PROGENITY INC 0.0%
Value ($000) $0 Shares 550 Est. Cost Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $32.09 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $115.23 Unrealized -83.2%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
VIRAX BIOLABS GROUP ORD 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized