Confluence Wealth Services, Inc. Diversified Active

CIK: 0001910411 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $276,963 (100.0% shares, 0.0% debt)

Holdings (251)

AAPL APPLE INCORPORATED 10.2%
Value ($000) $28,136 Shares 161,141 Est. Cost $154.71 Unrealized +6.5%
MSFT MICROSOFT CORPORATION 5.6%
Value ($000) $15,431 Shares 50,050 Est. Cost $313.41 Unrealized -7.0%
JNJ JOHNSON JOHNSON 2.5%
Value ($000) $6,913 Shares 39,005 Est. Cost $145.09 Unrealized +4.6%
JPM JPMORGAN CHASE COMPANY 1.7%
Value ($000) $4,658 Shares 34,176 Est. Cost $147.83 Unrealized -9.6%
PEP PEPSICO INCORPORATED 1.7%
Value ($000) $4,609 Shares 27,538 Est. Cost $143.45 Unrealized +3.5%
PNC PNC FINL SVCS GROUP INCORPORATED 1.6%
Value ($000) $4,401 Shares 23,865 Est. Cost $174.29 Unrealized -0.1%
CVX CHEVRON CORPORATION NEW 1.5%
Value ($000) $4,083 Shares 25,077 Est. Cost $96.10 Unrealized +27.7%
PG PROCTER AND GAMBLE COMPANY 1.4%
Value ($000) $3,854 Shares 25,227 Est. Cost $134.13 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS INCORPORATED 1.4%
Value ($000) $3,853 Shares 75,647 Est. Cost $40.39 Unrealized +2.8%
WMT WALMART INCORPORATED 1.4%
Value ($000) $3,840 Shares 25,790 Est. Cost $45.18 Unrealized -1.3%
ABBV ABBVIE INCORPORATED 1.4%
Value ($000) $3,811 Shares 23,511 Est. Cost $104.90 Unrealized +20.5%
XOM EXXON MOBIL CORPORATION 1.3%
Value ($000) $3,502 Shares 42,413 Est. Cost $54.49 Unrealized +24.6%
HD HOME DEPOT INCORPORATED 1.3%
Value ($000) $3,491 Shares 11,663 Est. Cost $341.86 Unrealized -8.2%
CSCO CISCO SYSTEMS INCORPORATED 1.2%
Value ($000) $3,360 Shares 60,265 Est. Cost $50.47 Unrealized -0.4%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.1%
Value ($000) $3,145 Shares 1,131 Est. Cost $142.94 Unrealized -5.7%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.1%
Value ($000) $3,098 Shares 8,780 Est. Cost $286.41 Unrealized +12.9%
V VISA INCORPORATED COM CLASS A 1.1%
Value ($000) $3,079 Shares 13,884 Est. Cost $208.13 Unrealized +0.9%
MRK MERCK COMPANY INCORPORATED 1.1%
Value ($000) $3,049 Shares 37,160 Est. Cost $69.89 Unrealized -0.1%
MCD MCDONALDS CORPORATION 1.1%
Value ($000) $3,027 Shares 12,245 Est. Cost $229.60 Unrealized -0.8%
PFE PFIZER INCORPORATED 1.0%
Value ($000) $2,658 Shares 51,357 Est. Cost $40.23 Unrealized +5.6%
MPC MARATHON PETE CORPORATION 0.9%
Value ($000) $2,482 Shares 29,036 Est. Cost $58.41 Unrealized +19.3%
UNP UNION PAC CORPORATION 0.8%
Value ($000) $2,307 Shares 8,447 Est. Cost $215.52 Unrealized +7.0%
COP CONOCOPHILLIPS 0.8%
Value ($000) $2,264 Shares 22,649 Est. Cost $62.64 Unrealized +27.2%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $2,189 Shares 8,024 Est. Cost $27.31 Unrealized -8.3%
T AT T INCORPORATED 0.8%
Value ($000) $2,141 Shares 90,623 Est. Cost $14.67 Unrealized +1.7%
DIS DISNEY WALT COMPANY 0.7%
Value ($000) $2,070 Shares 15,098 Est. Cost $157.79 Unrealized -10.5%
INTC INTEL CORPORATION 0.7%
Value ($000) $2,050 Shares 41,375 Est. Cost $47.29 Unrealized -2.3%
CB CHUBB LIMITED 0.7%
Value ($000) $2,022 Shares 9,453 Est. Cost $192.91 Unrealized 0.0%
CMCSA COMCAST CORPORATION NEW CLASS A 0.7%
Value ($000) $1,961 Shares 41,885 Est. Cost $46.07 Unrealized -7.0%
AVGO BROADCOM INCORPORATED 0.7%
Value ($000) $1,943 Shares 3,087 Est. Cost $52.24 Unrealized +5.4%
ABT ABBOTT LABS 0.7%
Value ($000) $1,919 Shares 16,216 Est. Cost $118.69 Unrealized -2.8%
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.7%
Value ($000) $1,891 Shares 107,418 Est. Cost $17.44 Unrealized
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $1,877 Shares 576 Est. Cost $170.89 Unrealized -9.6%
TSLA TESLA INCORPORATED 0.7%
Value ($000) $1,872 Shares 1,738 Est. Cost $335.39 Unrealized -7.1%
NUE NUCOR CORPORATION 0.7%
Value ($000) $1,848 Shares 12,438 Est. Cost $102.52 Unrealized +12.7%
MO ALTRIA GROUP INCORPORATED 0.7%
Value ($000) $1,826 Shares 34,963 Est. Cost $32.79 Unrealized +13.2%
COST COSTCO WHOLESALE CORPORATION NEW 0.7%
Value ($000) $1,814 Shares 3,150 Est. Cost $488.10 Unrealized +2.6%
DVN DEVON ENERGY CORPORATION NEW 0.6%
Value ($000) $1,744 Shares 29,510 Est. Cost $34.17 Unrealized +30.4%
LLY LILLY ELI COMPANY 0.6%
Value ($000) $1,736 Shares 6,065 Est. Cost $243.85 Unrealized +1.9%
O REALTY INCOME CORPORATION REIT 0.6%
Value ($000) $1,699 Shares 24,520 Est. Cost $55.37 Unrealized -0.1%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.6%
Value ($000) $1,686 Shares 2,856 Est. Cost $617.25 Unrealized -8.0%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.6%
Value ($000) $1,633 Shares 585 Est. Cost $143.35 Unrealized -5.9%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ET 0.6%
Value ($000) $1,600 Shares 20,796 Est. Cost $82.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.6%
Value ($000) $1,559 Shares 11,996 Est. Cost $106.49 Unrealized +5.3%
UNH UNITEDHEALTH GROUP INCORPORATED 0.6%
Value ($000) $1,549 Shares 3,037 Est. Cost $422.19 Unrealized +6.9%
GLD SPDR GOLD SHARES 0.6%
Value ($000) $1,547 Shares 8,567 Est. Cost $170.93 Unrealized
DE DEERE COMPANY 0.6%
Value ($000) $1,526 Shares 3,673 Est. Cost $328.58 Unrealized +10.5%
CAT CATERPILLAR INCORPORATED 0.5%
Value ($000) $1,513 Shares 6,790 Est. Cost $186.69 Unrealized +4.7%
ETN EATON CORPORATION PLC SHS 0.5%
Value ($000) $1,476 Shares 9,728 Est. Cost $147.33 Unrealized 0.0%
KO COCA COLA COMPANY 0.5%
Value ($000) $1,465 Shares 23,630 Est. Cost $49.18 Unrealized +9.9%
CME CME GROUP INCORPORATED 0.5%
Value ($000) $1,375 Shares 5,782 Est. Cost $185.59 Unrealized +8.1%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.5%
Value ($000) $1,375 Shares 12,316 Est. Cost $86.27 Unrealized +3.4%
APD AIR PRODUCTS CHEMICALS INCORPORATED 0.5%
Value ($000) $1,364 Shares 5,461 Est. Cost $263.28 Unrealized -11.9%
GD GENERAL DYNAMICS CORPORATION 0.5%
Value ($000) $1,357 Shares 5,630 Est. Cost $185.25 Unrealized +10.6%
IAU ISHARES GOLD TR ISHARES NEW 0.5%
Value ($000) $1,290 Shares 35,040 Est. Cost $34.79 Unrealized
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.5%
Value ($000) $1,287 Shares 5,317 Est. Cost $239.53 Unrealized -7.4%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $1,279 Shares 12,638 Est. Cost $80.49 Unrealized +14.3%
ROK ROCKWELL AUTOMATION INCORPORATED 0.4%
Value ($000) $1,230 Shares 4,393 Est. Cost $307.34 Unrealized -12.7%
PAYX PAYCHEX INCORPORATED 0.4%
Value ($000) $1,189 Shares 8,712 Est. Cost $109.87 Unrealized -0.1%
CTAS CINTAS CORPORATION 0.4%
Value ($000) $1,170 Shares 2,752 Est. Cost $103.73 Unrealized -9.5%
DOW DOW INCORPORATED 0.4%
Value ($000) $1,152 Shares 18,081 Est. Cost $45.04 Unrealized +7.1%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,139 Shares 3,883 Est. Cost $270.11 Unrealized -9.0%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.4%
Value ($000) $1,124 Shares 5,244 Est. Cost $168.57 Unrealized +5.1%
DKS DICKS SPORTING GOODS INCORPORATED 0.4%
Value ($000) $1,116 Shares 11,160 Est. Cost $108.85 Unrealized -7.9%
ALL ALLSTATE CORPORATION 0.4%
Value ($000) $1,107 Shares 7,996 Est. Cost $106.90 Unrealized +6.9%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $1,090 Shares 9,829 Est. Cost $93.67 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.4%
Value ($000) $1,071 Shares 2,572 Est. Cost $458.20 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.4%
Value ($000) $1,066 Shares 6,425 Est. Cost $167.91 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 0.4%
Value ($000) $1,062 Shares 14,545 Est. Cost $49.23 Unrealized +15.4%
IJH ISHARES TR CORE S P MCP ETF 0.4%
Value ($000) $1,035 Shares 3,858 Est. Cost $282.90 Unrealized
IVV ISHARES TR CORE S P500 ETF 0.4%
Value ($000) $1,021 Shares 2,252 Est. Cost $476.87 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.4%
Value ($000) $1,013 Shares 10,793 Est. Cost $76.31 Unrealized +8.5%
DD DUPONT DE NEMOURS INCORPORATED 0.4%
Value ($000) $995 Shares 13,536 Est. Cost $29.21 Unrealized +3.0%
SPYM SPDR PORTFOLIO S P 500 ETF 0.4%
Value ($000) $992 Shares 18,684 Est. Cost $54.98 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.4%
Value ($000) $988 Shares 4,445 Est. Cost $328.54 Unrealized -24.5%
PPG PPG INDUSTRIES INCORPORATED 0.3%
Value ($000) $964 Shares 7,361 Est. Cost $147.34 Unrealized -9.2%
SHOP SHOPIFY INCORPORATED CLASS A 0.3%
Value ($000) $954 Shares 1,412 Est. Cost $82.11 Unrealized 0.0%
IWF ISHARES TR RUS 1000 GRW ETF 0.3%
Value ($000) $949 Shares 3,419 Est. Cost $305.48 Unrealized
VOO VANGUARD INDEX FUNDS S P 500 ETF SHS NEW 0.3%
Value ($000) $948 Shares 2,284 Est. Cost $436.52 Unrealized
GIS GENERAL MLS INCORPORATED 0.3%
Value ($000) $943 Shares 13,926 Est. Cost $55.25 Unrealized +6.4%
WM WASTE MGMT INCORPORATED DEL 0.3%
Value ($000) $941 Shares 5,937 Est. Cost $150.67 Unrealized -5.4%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $941 Shares 3,893 Est. Cost $185.15 Unrealized +9.8%
SPY SPDR S P 500 ETF 0.3%
Value ($000) $938 Shares 2,077 Est. Cost $474.50 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.3%
Value ($000) $935 Shares 14,099 Est. Cost $66.32 Unrealized
BBY BEST BUY INCORPORATED 0.3%
Value ($000) $926 Shares 10,197 Est. Cost $93.18 Unrealized -11.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $921 Shares 4,046 Est. Cost $241.19 Unrealized
MCK MCKESSON CORPORATION 0.3%
Value ($000) $915 Shares 2,989 Est. Cost $214.77 Unrealized +24.1%
SLV ISHARES SILVER TR ISHARES 0.3%
Value ($000) $905 Shares 39,575 Est. Cost $21.49 Unrealized
GE GENERAL ELECTRIC COMPANY COM NEW 0.3%
Value ($000) $887 Shares 9,698 Est. Cost $61.56 Unrealized -4.9%
SO SOUTHERN COMPANY 0.3%
Value ($000) $881 Shares 12,154 Est. Cost $54.72 Unrealized +7.3%
DRI DARDEN RESTAURANTS INCORPORATED 0.3%
Value ($000) $861 Shares 6,479 Est. Cost $128.19 Unrealized -5.2%
QCOM QUALCOMM INCORPORATED 0.3%
Value ($000) $838 Shares 5,487 Est. Cost $146.19 Unrealized +5.1%
II VI INCORPORATED 0.3%
Value ($000) $838 Shares 11,572 Est. Cost $68.27 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.3%
Value ($000) $826 Shares 4,503 Est. Cost $170.14 Unrealized -7.6%
CCI CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT 0.3%
Value ($000) $818 Shares 4,436 Est. Cost $150.02 Unrealized -2.9%
AXP AMERICAN EXPRESS COMPANY 0.3%
Value ($000) $805 Shares 4,308 Est. Cost $161.79 Unrealized +6.2%
VLO VALERO ENERGY CORPORATION 0.3%
Value ($000) $804 Shares 7,924 Est. Cost $65.37 Unrealized +17.7%
TEX TEREX CORPORATION NEW 0.3%
Value ($000) $801 Shares 22,464 Est. Cost $44.90 Unrealized -7.9%
PYPL PAYPAL HLDGS INCORPORATED 0.3%
Value ($000) $792 Shares 6,851 Est. Cost $215.88 Unrealized -38.5%
RJF RAYMOND JAMES FINL INCORPORATED 0.3%
Value ($000) $788 Shares 7,174 Est. Cost $92.93 Unrealized +7.6%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.3%
Value ($000) $756 Shares 7,635 Est. Cost $79.32 Unrealized +9.4%
CENTRAL SECS CORPORATION 0.3%
Value ($000) $745 Shares 18,003 Est. Cost $44.55 Unrealized
BARRICK GOLD CORPORATION 0.3%
Value ($000) $744 Shares 30,366 Est. Cost $24.50 Unrealized
D DOMINION ENERGY INCORPORATED 0.3%
Value ($000) $738 Shares 8,688 Est. Cost $62.13 Unrealized +7.7%
BDX BECTON DICKINSON COMPANY 0.3%
Value ($000) $734 Shares 2,760 Est. Cost $223.48 Unrealized +7.9%
VLY VALLEY NATL BANCORP 0.3%
Value ($000) $718 Shares 55,174 Est. Cost $13.88 Unrealized +0.4%
AFL AFLAC INCORPORATED 0.3%
Value ($000) $711 Shares 11,056 Est. Cost $50.98 Unrealized +12.4%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.3%
Value ($000) $705 Shares 2,837 Est. Cost $203.66 Unrealized +5.4%
LOW LOWES COMPANIES INCORPORATED 0.3%
Value ($000) $697 Shares 3,450 Est. Cost $219.81 Unrealized -2.9%
PSX PHILLIPS 66 0.3%
Value ($000) $695 Shares 8,055 Est. Cost $64.72 Unrealized +12.5%
IVW ISHARES TR S P 500 GRWT ETF 0.2%
Value ($000) $688 Shares 9,018 Est. Cost $83.62 Unrealized
PPL PPL CORPORATION 0.2%
Value ($000) $684 Shares 23,978 Est. Cost $24.93 Unrealized -1.0%
CERNER CORPORATION 0.2%
Value ($000) $674 Shares 7,212 Est. Cost $92.77 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $669 Shares 8,093 Est. Cost $88.74 Unrealized -13.3%
ANSYS INCORPORATED 0.2%
Value ($000) $668 Shares 2,105 Est. Cost $400.76 Unrealized
YUM YUM BRANDS INCORPORATED 0.2%
Value ($000) $653 Shares 5,512 Est. Cost $118.20 Unrealized -3.2%
ADAMS DIVERSIFIED EQUITY FD 0.2%
Value ($000) $653 Shares 35,456 Est. Cost $19.39 Unrealized
NTAP NETAPP INCORPORATED 0.2%
Value ($000) $634 Shares 7,649 Est. Cost $79.65 Unrealized -0.7%
KRE SPDR S P REGIONAL BANKING ETF 0.2%
Value ($000) $633 Shares 9,195 Est. Cost $70.71 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $630 Shares 7,922 Est. Cost $84.65 Unrealized
VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INDEX FUND 0.2%
Value ($000) $629 Shares 12,283 Est. Cost $51.32 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $628 Shares 4,219 Est. Cost $127.29 Unrealized -10.0%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $617 Shares 6,782 Est. Cost $102.21 Unrealized -15.9%
TSCO TRACTOR SUPPLY COMPANY 0.2%
Value ($000) $611 Shares 2,619 Est. Cost $40.72 Unrealized +1.4%
TFX TELEFLEX INCORPORATED 0.2%
Value ($000) $588 Shares 1,658 Est. Cost $330.52 Unrealized -3.2%
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.2%
Value ($000) $582 Shares 19,465 Est. Cost $27.57 Unrealized
TGT TARGET CORPORATION 0.2%
Value ($000) $580 Shares 2,733 Est. Cost $214.19 Unrealized -10.7%
DTE DTE ENERGY COMPANY 0.2%
Value ($000) $562 Shares 4,253 Est. Cost $99.45 Unrealized +7.5%
OEF ISHARES TR S P 100 ETF 0.2%
Value ($000) $560 Shares 2,687 Est. Cost $218.83 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.2%
Value ($000) $547 Shares 37,428 Est. Cost $13.03 Unrealized +0.3%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $547 Shares 1,792 Est. Cost $340.63 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value ($000) $545 Shares 1,526 Est. Cost $337.80 Unrealized +4.1%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $540 Shares 2,631 Est. Cost $222.14 Unrealized
CAH CARDINAL HEALTH INCORPORATED 0.2%
Value ($000) $539 Shares 9,523 Est. Cost $49.03 Unrealized +0.3%
CTVA CORTEVA INCORPORATED 0.2%
Value ($000) $537 Shares 9,351 Est. Cost $43.54 Unrealized +12.5%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.2%
Value ($000) $534 Shares 9,027 Est. Cost $60.78 Unrealized
LINDE PLC SHS 0.2%
Value ($000) $527 Shares 1,651 Est. Cost $319.20 Unrealized
NNN NATIONAL RETAIL PROPERTIES INCORPORATED REIT 0.2%
Value ($000) $519 Shares 11,570 Est. Cost $47.92 Unrealized
CASY CASEYS GENERAL STORES INCORPORATED 0.2%
Value ($000) $515 Shares 2,600 Est. Cost $188.50 Unrealized -2.5%
WESTROCK COMPANY 0.2%
Value ($000) $512 Shares 10,896 Est. Cost $44.35 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $511 Shares 1,912 Est. Cost $251.12 Unrealized -1.1%
FE FIRSTENERGY CORPORATION 0.2%
Value ($000) $505 Shares 11,027 Est. Cost $32.65 Unrealized +10.6%
SPYG SPDR PORTFOLIO S P 500 GROWTH ETF 0.2%
Value ($000) $504 Shares 7,615 Est. Cost $72.41 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $502 Shares 3,398 Est. Cost $146.99 Unrealized
NEM NEWMONT CORPORATION 0.2%
Value ($000) $490 Shares 6,171 Est. Cost $49.84 Unrealized +20.5%
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $485 Shares 10,026 Est. Cost $44.41 Unrealized +9.2%
KR KROGER COMPANY 0.2%
Value ($000) $482 Shares 8,417 Est. Cost $38.48 Unrealized +18.6%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.2%
Value ($000) $474 Shares 7,566 Est. Cost $55.31 Unrealized +6.0%
BA BOEING COMPANY 0.2%
Value ($000) $471 Shares 2,460 Est. Cost $211.00 Unrealized -4.9%
ITW ILLINOIS TOOL WKS INCORPORATED 0.2%
Value ($000) $460 Shares 2,201 Est. Cost $210.30 Unrealized -3.2%
CSX CSX CORPORATION 0.2%
Value ($000) $457 Shares 12,218 Est. Cost $33.29 Unrealized +0.6%
SRE SEMPRA 0.2%
Value ($000) $453 Shares 2,695 Est. Cost $55.46 Unrealized +14.4%
SYY SYSCO CORPORATION 0.2%
Value ($000) $445 Shares 5,455 Est. Cost $68.78 Unrealized +5.6%
EXC EXELON CORPORATION 0.2%
Value ($000) $439 Shares 9,236 Est. Cost $32.52 Unrealized +13.2%
EW EDWARDS LIFESCIENCES CORPORATION 0.2%
Value ($000) $435 Shares 3,702 Est. Cost $116.64 Unrealized -3.8%
BAC BK OF AMERICA CORPORATION 0.2%
Value ($000) $427 Shares 10,378 Est. Cost $41.02 Unrealized -0.5%
ALV AUTOLIV INCORPORATED 0.2%
Value ($000) $419 Shares 5,484 Est. Cost $87.85 Unrealized -5.7%
BALL BALL CORPORATION 0.2%
Value ($000) $416 Shares 4,632 Est. Cost $87.41 Unrealized -1.4%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $414 Shares 939 Est. Cost $308.96 Unrealized +18.2%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $404 Shares 10,548 Est. Cost $31.95 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $404 Shares 4,781 Est. Cost $77.35 Unrealized -6.8%
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.1%
Value ($000) $404 Shares 1,757 Est. Cost $212.48 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $404 Shares 1,778 Est. Cost $207.28 Unrealized -5.0%
EMR EMERSON ELEC COMPANY 0.1%
Value ($000) $402 Shares 4,105 Est. Cost $86.51 Unrealized +1.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $395 Shares 8,242 Est. Cost $50.95 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.1%
Value ($000) $376 Shares 14,381 Est. Cost $26.15 Unrealized
QQQ INVESCO QQQ 0.1%
Value ($000) $374 Shares 1,033 Est. Cost $392.83 Unrealized
CMI CUMMINS INCORPORATED 0.1%
Value ($000) $373 Shares 1,822 Est. Cost $205.83 Unrealized -4.5%
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $368 Shares 983 Est. Cost $63.89 Unrealized -34.8%
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $354 Shares 6,636 Est. Cost $54.27 Unrealized
CI CIGNA CORPORATION NEW 0.1%
Value ($000) $352 Shares 1,472 Est. Cost $197.24 Unrealized +10.7%
SDY SPDR S P DIVIDEND ETF 0.1%
Value ($000) $349 Shares 2,726 Est. Cost $129.03 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $347 Shares 11,806 Est. Cost $29.39 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $347 Shares 6,325 Est. Cost $54.86 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $342 Shares 2,158 Est. Cost $173.82 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $337 Shares 5,575 Est. Cost $65.27 Unrealized -3.1%
KMI KINDER MORGAN INCORPORATED DEL 0.1%
Value ($000) $331 Shares 17,529 Est. Cost $13.20 Unrealized +7.5%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $330 Shares 4,761 Est. Cost $74.60 Unrealized
HAL HALLIBURTON COMPANY 0.1%
Value ($000) $329 Shares 8,695 Est. Cost $21.79 Unrealized +37.0%
PIONEER NAT RES COMPANY 0.1%
Value ($000) $323 Shares 1,294 Est. Cost $182.37 Unrealized
UMBF UMB FINL CORPORATION 0.1%
Value ($000) $320 Shares 3,300 Est. Cost $103.16 Unrealized -1.1%
ED CONSOLIDATED EDISON INCORPORATED 0.1%
Value ($000) $320 Shares 3,387 Est. Cost $68.08 Unrealized +11.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $316 Shares 1,099 Est. Cost $313.54 Unrealized
CRM SALESFORCE COM INCORPORATED 0.1%
Value ($000) $314 Shares 1,480 Est. Cost $275.11 Unrealized -22.7%
WSM WILLIAMS SONOMA INCORPORATED 0.1%
Value ($000) $313 Shares 2,162 Est. Cost $85.90 Unrealized -18.4%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $313 Shares 2,369 Est. Cost $125.37 Unrealized -2.2%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $310 Shares 2,035 Est. Cost $155.76 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $309 Shares 7,846 Est. Cost $29.49 Unrealized +5.2%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.1%
Value ($000) $308 Shares 1,758 Est. Cost $151.70 Unrealized +5.7%
NKE NIKE INCORPORATED CLASS B 0.1%
Value ($000) $308 Shares 2,289 Est. Cost $154.55 Unrealized -14.6%
ACVA ACV AUCTIONS INCORPORATED COM CLASS A 0.1%
Value ($000) $307 Shares 20,750 Est. Cost $15.86 Unrealized -12.4%
F FORD MTR COMPANY DEL 0.1%
Value ($000) $306 Shares 18,107 Est. Cost $14.00 Unrealized +3.9%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $302 Shares 1,557 Est. Cost $185.07 Unrealized -7.9%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $300 Shares 9,467 Est. Cost $31.46 Unrealized
SPGI S P GLOBAL INCORPORATED 0.1%
Value ($000) $290 Shares 708 Est. Cost $404.89 Unrealized -2.6%
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.1%
Value ($000) $285 Shares 67,950 Est. Cost $2.65 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $283 Shares 1,224 Est. Cost $219.67 Unrealized -1.7%
SWK STANLEY BLACK DECKER INCORPORATED 0.1%
Value ($000) $282 Shares 2,021 Est. Cost $158.57 Unrealized -10.2%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.1%
Value ($000) $281 Shares 1,519 Est. Cost $203.82 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.1%
Value ($000) $277 Shares 2,779 Est. Cost $72.48 Unrealized +9.3%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $275 Shares 2,641 Est. Cost $104.13 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $274 Shares 5,952 Est. Cost $49.20 Unrealized
FCBC FIRST CMNTY BANKSHARES INCORPORATED VA 0.1%
Value ($000) $267 Shares 9,465 Est. Cost $26.54 Unrealized -7.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $265 Shares 787 Est. Cost $318.52 Unrealized 0.0%
GM GENERAL MTRS COMPANY 0.1%
Value ($000) $265 Shares 6,070 Est. Cost $54.95 Unrealized -12.3%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $259 Shares 1,333 Est. Cost $202.55 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $259 Shares 5,949 Est. Cost $43.54 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $258 Shares 4,843 Est. Cost $57.18 Unrealized -6.4%
YUMC YUM CHINA HLDGS INCORPORATED 0.1%
Value ($000) $253 Shares 6,109 Est. Cost $54.25 Unrealized -13.2%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $251 Shares 3,595 Est. Cost $55.02 Unrealized +5.5%
GPMT GRANITE PT MTG TR INCORPORATED COM STK REIT 0.1%
Value ($000) $250 Shares 22,530 Est. Cost $11.68 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $246 Shares 2,194 Est. Cost $111.80 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $246 Shares 1,035 Est. Cost $254.11 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.1%
Value ($000) $244 Shares 1,294 Est. Cost $210.50 Unrealized -9.6%
CLX CLOROX COMPANY DEL 0.1%
Value ($000) $244 Shares 1,759 Est. Cost $145.62 Unrealized -7.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $242 Shares 2,692 Est. Cost $89.80 Unrealized 0.0%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $239 Shares 2,239 Est. Cost $114.06 Unrealized
KEY KEYCORP 0.1%
Value ($000) $239 Shares 10,711 Est. Cost $18.79 Unrealized +8.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $238 Shares 14,358 Est. Cost $16.58 Unrealized
BLACKROCK CAP ALLOCATION TR 0.1%
Value ($000) $233 Shares 14,113 Est. Cost $19.41 Unrealized
WPM WHEATON PRECIOUS METALS CORPORATION 0.1%
Value ($000) $230 Shares 4,842 Est. Cost $41.64 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $224 Shares 5,223 Est. Cost $37.13 Unrealized +7.4%
EATON VANCE TAX MANAGED DIVERS 0.1%
Value ($000) $224 Shares 16,036 Est. Cost $15.03 Unrealized
ROP ROPER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $224 Shares 475 Est. Cost $459.32 Unrealized -4.4%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.1%
Value ($000) $223 Shares 4,984 Est. Cost $51.53 Unrealized
BK BANK NEW YORK MELLON CORPORATION 0.1%
Value ($000) $222 Shares 4,479 Est. Cost $51.02 Unrealized -0.5%
WAB WABTEC 0.1%
Value ($000) $221 Shares 2,308 Est. Cost $89.57 Unrealized +1.1%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $221 Shares 4,905 Est. Cost $48.74 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $221 Shares 1,779 Est. Cost $128.75 Unrealized
TE CONNECTIVITY LIMITED SHS 0.1%
Value ($000) $217 Shares 1,659 Est. Cost $130.80 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.1%
Value ($000) $216 Shares 759 Est. Cost $255.22 Unrealized -0.9%
IJR ISHARES TR CORE S P SCP ETF 0.1%
Value ($000) $214 Shares 1,992 Est. Cost $114.37 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $214 Shares 1,297 Est. Cost $164.43 Unrealized -8.0%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $212 Shares 1,285 Est. Cost $181.22 Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value ($000) $210 Shares 3,709 Est. Cost $29.61 Unrealized +41.1%
IQV IQVIA HLDGS INCORPORATED 0.1%
Value ($000) $210 Shares 911 Est. Cost $259.51 Unrealized -8.7%
PLD PROLOGIS INCORPORATED. REIT 0.1%
Value ($000) $207 Shares 1,282 Est. Cost $131.96 Unrealized +2.6%
VOOV VANGUARD S P 500 VALUE ETF 0.1%
Value ($000) $205 Shares 1,363 Est. Cost $150.54 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $204 Shares 1,106 Est. Cost $182.85 Unrealized 0.0%
USMV ISHARES TR MSCI USA MIN VOL 0.1%
Value ($000) $203 Shares 2,624 Est. Cost $80.85 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $203 Shares 1,289 Est. Cost $186.34 Unrealized -10.6%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $202 Shares 2,805 Est. Cost $56.85 Unrealized +6.2%
EQIX EQUINIX INCORPORATED REIT 0.1%
Value ($000) $201 Shares 271 Est. Cost $738.08 Unrealized -10.0%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $194 Shares 14,298 Est. Cost $14.93 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH 0.1%
Value ($000) $191 Shares 17,104 Est. Cost $12.07 Unrealized
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $165 Shares 14,699 Est. Cost $11.50 Unrealized -6.4%
GREEN PLAINS PARTNERS LP COM REP PTR IN 0.1%
Value ($000) $156 Shares 11,050 Est. Cost $14.16 Unrealized
FCF FIRST COMWLTH FINL CORPORATION PA 0.1%
Value ($000) $153 Shares 10,097 Est. Cost $13.14 Unrealized +7.5%
ECVT ECOVYST INCORPORATED 0.1%
Value ($000) $151 Shares 13,100 Est. Cost $10.94 Unrealized -4.1%
INVESCO PA VALUE MUN INCORPORATED TR 0.0%
Value ($000) $123 Shares 10,561 Est. Cost $13.92 Unrealized
EATON VANCE TAX MANAGED GLOBAL 0.0%
Value ($000) $116 Shares 11,983 Est. Cost $10.60 Unrealized