Confluence Wealth Services, Inc. Diversified Active

CIK: 0001910411 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $227,605 (100.0% shares, 0.0% debt)

Holdings (268)

XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $4,253 Shares 45,641 Est. Cost $56.26 Unrealized +41.5%
PG PROCTER AND GAMBLE COMPANY 1.7%
Value ($000) $3,911 Shares 26,926 Est. Cost $134.33 Unrealized +2.2%
ABBV ABBVIE INCORPORATED 1.6%
Value ($000) $3,724 Shares 26,216 Est. Cost $107.92 Unrealized +24.3%
MCD MCDONALDS CORPORATION 1.6%
Value ($000) $3,591 Shares 13,852 Est. Cost $229.22 Unrealized -1.2%
WMT WALMART INCORPORATED 1.6%
Value ($000) $3,579 Shares 27,573 Est. Cost $45.10 Unrealized -2.4%
VZ VERIZON COMMUNICATIONS INCORPORATED 1.5%
Value ($000) $3,391 Shares 75,727 Est. Cost $40.39 Unrealized -0.7%
MRK MERCK COMPANY INCORPORATED 1.5%
Value ($000) $3,381 Shares 38,019 Est. Cost $70.10 Unrealized +13.0%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.4%
Value ($000) $3,183 Shares 10,739 Est. Cost $291.39 Unrealized +7.7%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.4%
Value ($000) $3,148 Shares 26,493 Est. Cost $117.97 Unrealized -0.9%
PFE PFIZER INCORPORATED 1.3%
Value ($000) $3,063 Shares 63,445 Est. Cost $40.56 Unrealized +3.5%
V VISA INCORPORATED COM CLASS A 1.3%
Value ($000) $2,973 Shares 14,088 Est. Cost $208.03 Unrealized -3.3%
CSCO CISCO SYSTEMS INCORPORATED 1.3%
Value ($000) $2,938 Shares 64,028 Est. Cost $50.02 Unrealized -14.4%
MPC MARATHON PETE CORPORATION 1.3%
Value ($000) $2,862 Shares 29,602 Est. Cost $58.94 Unrealized +46.4%
AMZN AMAZON COM INCORPORATED 1.2%
Value ($000) $2,687 Shares 19,106 Est. Cost $126.51 Unrealized -1.1%
TSLA TESLA INCORPORATED 1.1%
Value ($000) $2,520 Shares 2,931 Est. Cost $309.98 Unrealized -11.9%
COP CONOCOPHILLIPS 1.0%
Value ($000) $2,313 Shares 23,055 Est. Cost $63.12 Unrealized +42.5%
DIS DISNEY WALT COMPANY 1.0%
Value ($000) $2,284 Shares 19,415 Est. Cost $146.81 Unrealized -26.1%
ABT ABBOTT LABS 1.0%
Value ($000) $2,216 Shares 20,059 Est. Cost $116.28 Unrealized -8.8%
UNP UNION PAC CORPORATION 0.9%
Value ($000) $2,093 Shares 8,748 Est. Cost $215.29 Unrealized -3.0%
LLY LILLY ELI COMPANY 0.9%
Value ($000) $2,051 Shares 6,811 Est. Cost $249.01 Unrealized +16.8%
INTC INTEL CORPORATION 0.9%
Value ($000) $2,037 Shares 57,246 Est. Cost $45.44 Unrealized -10.6%
DVN DEVON ENERGY CORPORATION NEW 0.9%
Value ($000) $1,995 Shares 30,959 Est. Cost $35.12 Unrealized +55.5%
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.8%
Value ($000) $1,914 Shares 108,222 Est. Cost $17.44 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.8%
Value ($000) $1,904 Shares 36,962 Est. Cost $52.01 Unrealized
CB CHUBB LIMITED 0.8%
Value ($000) $1,891 Shares 9,760 Est. Cost $193.01 Unrealized +1.7%
CMCSA COMCAST CORPORATION NEW CLASS A 0.8%
Value ($000) $1,876 Shares 47,631 Est. Cost $45.14 Unrealized -15.0%
CVS CVS HEALTH CORPORATION 0.8%
Value ($000) $1,810 Shares 17,365 Est. Cost $81.96 Unrealized +4.8%
O REALTY INCOME CORPORATION REIT 0.8%
Value ($000) $1,803 Shares 24,420 Est. Cost $55.37 Unrealized +2.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $1,799 Shares 13,580 Est. Cost $107.77 Unrealized +9.0%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.8%
Value ($000) $1,772 Shares 2,992 Est. Cost $613.95 Unrealized -11.3%
NUE NUCOR CORPORATION 0.8%
Value ($000) $1,764 Shares 12,438 Est. Cost $102.52 Unrealized +24.7%
AVGO BROADCOM INCORPORATED 0.8%
Value ($000) $1,763 Shares 3,233 Est. Cost $52.25 Unrealized +0.3%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.8%
Value ($000) $1,743 Shares 14,555 Est. Cost $118.32 Unrealized -0.9%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,737 Shares 9,685 Est. Cost $25.85 Unrealized -27.1%
KO COCA COLA COMPANY 0.8%
Value ($000) $1,727 Shares 27,328 Est. Cost $50.20 Unrealized +13.1%
COST COSTCO WHOLESALE CORPORATION NEW 0.8%
Value ($000) $1,710 Shares 3,214 Est. Cost $488.04 Unrealized -0.6%
T ATT INCORPORATED 0.7%
Value ($000) $1,685 Shares 93,448 Est. Cost $14.72 Unrealized +10.8%
MO ALTRIA GROUP INCORPORATED 0.7%
Value ($000) $1,668 Shares 36,972 Est. Cost $33.10 Unrealized +16.2%
UNH UNITEDHEALTH GROUP INCORPORATED 0.7%
Value ($000) $1,616 Shares 3,033 Est. Cost $422.19 Unrealized +11.6%
ETN EATON CORPORATION PLC SHS 0.7%
Value ($000) $1,535 Shares 10,275 Est. Cost $146.54 Unrealized -9.5%
APD AIR PRODUCTS CHEMICALS INCORPORATED 0.7%
Value ($000) $1,516 Shares 5,726 Est. Cost $261.32 Unrealized -15.5%
SPYM SPDR PORTFOLIO SP 500 ETF 0.7%
Value ($000) $1,492 Shares 30,214 Est. Cost $52.84 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ET 0.6%
Value ($000) $1,463 Shares 20,871 Est. Cost $82.95 Unrealized
DE DEERE COMPANY 0.6%
Value ($000) $1,436 Shares 3,969 Est. Cost $330.15 Unrealized +5.9%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.6%
Value ($000) $1,428 Shares 6,986 Est. Cost $164.77 Unrealized -6.9%
GLD SPDR GOLD SHARES 0.6%
Value ($000) $1,424 Shares 8,562 Est. Cost $170.93 Unrealized
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.6%
Value ($000) $1,422 Shares 5,640 Est. Cost $237.77 Unrealized -12.2%
CAT CATERPILLAR INCORPORATED 0.6%
Value ($000) $1,421 Shares 7,327 Est. Cost $187.46 Unrealized +5.2%
IWD ISHARES TR RUS 1000 VAL ETF 0.6%
Value ($000) $1,401 Shares 8,878 Est. Cost $165.12 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.6%
Value ($000) $1,384 Shares 40,853 Est. Cost $34.66 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.6%
Value ($000) $1,365 Shares 118,866 Est. Cost $11.48 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.6%
Value ($000) $1,364 Shares 12,571 Est. Cost $86.46 Unrealized +10.3%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 0.6%
Value ($000) $1,337 Shares 56,073 Est. Cost $23.84 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.6%
Value ($000) $1,331 Shares 58,606 Est. Cost $23.55 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.6%
Value ($000) $1,290 Shares 5,565 Est. Cost $185.25 Unrealized +15.2%
EEM ISHARES TR MSCI EMG MKT ETF 0.6%
Value ($000) $1,272 Shares 31,332 Est. Cost $41.87 Unrealized
CME CME GROUP INCORPORATED 0.5%
Value ($000) $1,224 Shares 6,150 Est. Cost $185.37 Unrealized -1.8%
IVV ISHARES TR CORE SP500 ETF 0.5%
Value ($000) $1,199 Shares 2,841 Est. Cost $465.50 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.5%
Value ($000) $1,186 Shares 11,923 Est. Cost $77.18 Unrealized +10.7%
CTAS CINTAS CORPORATION 0.5%
Value ($000) $1,182 Shares 2,752 Est. Cost $103.73 Unrealized -9.1%
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,170 Shares 4,020 Est. Cost $268.61 Unrealized -15.8%
VOO VANGUARD INDEX FUNDS SP 500 ETF SHS NEW 0.5%
Value ($000) $1,166 Shares 3,021 Est. Cost $424.18 Unrealized
GIS GENERAL MLS INCORPORATED 0.5%
Value ($000) $1,156 Shares 15,027 Est. Cost $55.74 Unrealized +10.9%
BMY BRISTOLMYERS SQUIBB COMPANY 0.5%
Value ($000) $1,139 Shares 15,299 Est. Cost $50.01 Unrealized +29.9%
IWF ISHARES TR RUS 1000 GRW ETF 0.5%
Value ($000) $1,135 Shares 4,521 Est. Cost $292.22 Unrealized
PAYX PAYCHEX INCORPORATED 0.5%
Value ($000) $1,123 Shares 8,504 Est. Cost $109.87 Unrealized +2.7%
DKS DICKS SPORTING GOODS INCORPORATED 0.5%
Value ($000) $1,117 Shares 10,627 Est. Cost $108.85 Unrealized -25.2%
ROK ROCKWELL AUTOMATION INCORPORATED 0.5%
Value ($000) $1,107 Shares 4,379 Est. Cost $307.34 Unrealized -31.1%
ALL ALLSTATE CORPORATION 0.5%
Value ($000) $1,102 Shares 8,686 Est. Cost $107.94 Unrealized +11.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.5%
Value ($000) $1,099 Shares 2,887 Est. Cost $449.74 Unrealized
MCK MCKESSON CORPORATION 0.5%
Value ($000) $1,093 Shares 3,048 Est. Cost $216.69 Unrealized +44.9%
SPY SPDR SP 500 ETF 0.5%
Value ($000) $1,083 Shares 2,580 Est. Cost $463.83 Unrealized
IJH ISHARES TR CORE SP MCP ETF 0.5%
Value ($000) $1,055 Shares 4,105 Est. Cost $281.34 Unrealized
DOW DOW INCORPORATED 0.5%
Value ($000) $1,047 Shares 18,958 Est. Cost $45.36 Unrealized +14.2%
PPG PPG INDUSTRIES INCORPORATED 0.4%
Value ($000) $1,024 Shares 7,681 Est. Cost $146.02 Unrealized -20.8%
WM WASTE MGMT INCORPORATED DEL 0.4%
Value ($000) $1,011 Shares 5,958 Est. Cost $150.67 Unrealized -1.8%
DRI DARDEN RESTAURANTS INCORPORATED 0.4%
Value ($000) $1,011 Shares 7,767 Est. Cost $125.32 Unrealized -11.5%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $1,006 Shares 4,051 Est. Cost $186.45 Unrealized +17.2%
SO SOUTHERN COMPANY 0.4%
Value ($000) $1,000 Shares 12,837 Est. Cost $55.23 Unrealized +16.4%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $993 Shares 10,563 Est. Cost $93.44 Unrealized -3.3%
NEE NEXTERA ENERGY INCORPORATED 0.4%
Value ($000) $981 Shares 10,980 Est. Cost $72.54 Unrealized -5.1%
IXUS ISHARES TR CORE MSCI TOTAL 0.4%
Value ($000) $973 Shares 16,243 Est. Cost $59.90 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $916 Shares 14,174 Est. Cost $66.32 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.4%
Value ($000) $905 Shares 5,100 Est. Cost $310.95 Unrealized -38.4%
BBY BEST BUY INCORPORATED 0.4%
Value ($000) $901 Shares 11,205 Est. Cost $91.08 Unrealized -23.3%
QCOM QUALCOMM INCORPORATED 0.4%
Value ($000) $888 Shares 6,012 Est. Cost $144.33 Unrealized -13.5%
VLO VALERO ENERGY CORPORATION 0.4%
Value ($000) $881 Shares 7,725 Est. Cost $65.37 Unrealized +62.0%
PYPL PAYPAL HLDGS INCORPORATED 0.4%
Value ($000) $880 Shares 8,884 Est. Cost $186.28 Unrealized -53.5%
TXN TEXAS INSTRS INCORPORATED 0.4%
Value ($000) $877 Shares 4,821 Est. Cost $168.88 Unrealized -10.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $870 Shares 4,121 Est. Cost $240.64 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.4%
Value ($000) $864 Shares 36,523 Est. Cost $23.66 Unrealized
D DOMINION ENERGY INCORPORATED 0.4%
Value ($000) $860 Shares 10,527 Est. Cost $63.39 Unrealized +9.4%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.4%
Value ($000) $857 Shares 9,202 Est. Cost $80.89 Unrealized +9.4%
DD DUPONT DE NEMOURS INCORPORATED 0.4%
Value ($000) $839 Shares 13,498 Est. Cost $29.21 Unrealized -13.3%
TEX TEREX CORPORATION NEW 0.4%
Value ($000) $834 Shares 22,464 Est. Cost $44.90 Unrealized -25.8%
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.4%
Value ($000) $821 Shares 11,512 Est. Cost $60.87 Unrealized 0.0%
SYK STRYKER CORPORATION 0.4%
Value ($000) $818 Shares 3,756 Est. Cost $238.74 Unrealized -5.4%
CCI CROWN CASTLE INCORPORATED REIT 0.4%
Value ($000) $804 Shares 4,496 Est. Cost $150.03 Unrealized +0.1%
GE GENERAL ELECTRIC COMPANY COM NEW 0.3%
Value ($000) $784 Shares 9,939 Est. Cost $61.22 Unrealized -22.3%
RJF RAYMOND JAMES FINL INCORPORATED 0.3%
Value ($000) $770 Shares 7,174 Est. Cost $92.93 Unrealized -0.2%
FDX FEDEX CORPORATION 0.3%
Value ($000) $750 Shares 3,274 Est. Cost $205.31 Unrealized -4.2%
BDX BECTON DICKINSON COMPANY 0.3%
Value ($000) $740 Shares 2,855 Est. Cost $223.98 Unrealized +6.5%
SLV ISHARES SILVER TR ISHARES 0.3%
Value ($000) $737 Shares 39,500 Est. Cost $21.49 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $736 Shares 16,981 Est. Cost $47.03 Unrealized
VB VANGUARD SMALLCAP ETF 0.3%
Value ($000) $736 Shares 3,648 Est. Cost $201.75 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.3%
Value ($000) $735 Shares 4,514 Est. Cost $161.60 Unrealized -2.5%
PSX PHILLIPS 66 0.3%
Value ($000) $731 Shares 8,281 Est. Cost $65.16 Unrealized +24.2%
LOW LOWES COMPANIES INCORPORATED 0.3%
Value ($000) $707 Shares 3,500 Est. Cost $219.24 Unrealized -18.1%
AFL AFLAC INCORPORATED 0.3%
Value ($000) $705 Shares 11,264 Est. Cost $51.04 Unrealized +6.5%
PPL PPL CORPORATION 0.3%
Value ($000) $703 Shares 23,917 Est. Cost $24.93 Unrealized +1.5%
CENTRAL SECS CORPORATION 0.3%
Value ($000) $698 Shares 18,308 Est. Cost $44.44 Unrealized
VLY VALLEY NATL BANCORP 0.3%
Value ($000) $686 Shares 55,174 Est. Cost $13.88 Unrealized -14.4%
IVW ISHARES TR SP 500 GRWT ETF 0.3%
Value ($000) $682 Shares 9,801 Est. Cost $82.50 Unrealized
ANSYS INCORPORATED 0.3%
Value ($000) $676 Shares 2,415 Est. Cost $385.25 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.3%
Value ($000) $666 Shares 10,366 Est. Cost $55.83 Unrealized +2.5%
TGT TARGET CORPORATION 0.3%
Value ($000) $665 Shares 3,924 Est. Cost $200.83 Unrealized -15.3%
YUM YUM BRANDS INCORPORATED 0.3%
Value ($000) $651 Shares 5,538 Est. Cost $118.20 Unrealized -8.3%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.3%
Value ($000) $651 Shares 2,817 Est. Cost $203.66 Unrealized +9.8%
MMM 3M COMPANY 0.3%
Value ($000) $646 Shares 4,323 Est. Cost $126.76 Unrealized -17.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.3%
Value ($000) $637 Shares 8,391 Est. Cost $84.16 Unrealized
CAH CARDINAL HEALTH INCORPORATED 0.3%
Value ($000) $629 Shares 9,536 Est. Cost $49.03 Unrealized +7.4%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $627 Shares 8,137 Est. Cost $88.74 Unrealized -21.3%
NKE NIKE INCORPORATED CLASS B 0.3%
Value ($000) $615 Shares 5,394 Est. Cost $129.65 Unrealized -14.2%
IIVI INCORPORATED 0.3%
Value ($000) $607 Shares 11,570 Est. Cost $68.27 Unrealized
SPYG SPDR PORTFOLIO SP 500 GROWTH ETF 0.3%
Value ($000) $607 Shares 10,072 Est. Cost $69.45 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.3%
Value ($000) $591 Shares 34,874 Est. Cost $19.39 Unrealized
NNN NATIONAL RETAIL PROPERTIES INCORPORATED REIT 0.3%
Value ($000) $577 Shares 12,083 Est. Cost $47.91 Unrealized
CTVA CORTEVA INCORPORATED 0.2%
Value ($000) $568 Shares 9,436 Est. Cost $43.54 Unrealized +28.2%
DTE DTE ENERGY COMPANY 0.2%
Value ($000) $567 Shares 4,253 Est. Cost $99.45 Unrealized +15.7%
KRE SPDR SP REGIONAL BANKING ETF 0.2%
Value ($000) $567 Shares 8,520 Est. Cost $70.71 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.2%
Value ($000) $561 Shares 5,319 Est. Cost $106.08 Unrealized 0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $553 Shares 9,113 Est. Cost $60.68 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.2%
Value ($000) $548 Shares 2,192 Est. Cost $206.38 Unrealized -1.9%
CASY CASEYS GENERAL STORES INCORPORATED 0.2%
Value ($000) $536 Shares 2,600 Est. Cost $188.50 Unrealized +4.5%
TSCO TRACTOR SUPPLY COMPANY 0.2%
Value ($000) $536 Shares 2,752 Est. Cost $40.59 Unrealized -6.1%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.2%
Value ($000) $532 Shares 37,500 Est. Cost $13.03 Unrealized -14.1%
VGSH VANGUARD SHORTTERM TREASURY ETF 0.2%
Value ($000) $531 Shares 9,048 Est. Cost $60.78 Unrealized
IGRO ISHARES TR INTL DIV GRWTH 0.2%
Value ($000) $525 Shares 8,944 Est. Cost $58.70 Unrealized
NFLX NETFLIX INCORPORATED 0.2%
Value ($000) $519 Shares 2,142 Est. Cost $41.32 Unrealized -46.3%
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $519 Shares 11,471 Est. Cost $43.85 Unrealized -8.9%
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.2%
Value ($000) $517 Shares 2,159 Est. Cost $215.45 Unrealized +6.0%
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value ($000) $517 Shares 1,476 Est. Cost $337.80 Unrealized -0.1%
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 0.2%
Value ($000) $517 Shares 23,651 Est. Cost $21.86 Unrealized
OEF ISHARES TR SP 100 ETF 0.2%
Value ($000) $515 Shares 2,687 Est. Cost $218.83 Unrealized
EMR EMERSON ELEC COMPANY 0.2%
Value ($000) $514 Shares 5,885 Est. Cost $85.11 Unrealized -3.8%
BARRICK GOLD CORPORATION 0.2%
Value ($000) $512 Shares 31,221 Est. Cost $24.28 Unrealized
JLL JONES LANG LASALLE INCORPORATED 0.2%
Value ($000) $511 Shares 2,806 Est. Cost $199.33 Unrealized 0.0%
LINDE PLC SHS 0.2%
Value ($000) $507 Shares 1,659 Est. Cost $319.20 Unrealized
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.2%
Value ($000) $503 Shares 19,301 Est. Cost $27.57 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $494 Shares 2,517 Est. Cost $222.14 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $491 Shares 1,779 Est. Cost $340.63 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A 0.2%
Value ($000) $491 Shares 12,160 Est. Cost $47.28 Unrealized -9.7%
SYY SYSCO CORPORATION 0.2%
Value ($000) $484 Shares 5,887 Est. Cost $69.29 Unrealized +9.3%
IDV ISHARES TR INTL SEL DIV ETF 0.2%
Value ($000) $478 Shares 16,877 Est. Cost $30.08 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $477 Shares 6,373 Est. Cost $74.85 Unrealized
EXC EXELON CORPORATION 0.2%
Value ($000) $474 Shares 10,389 Est. Cost $33.49 Unrealized +23.1%
ITW ILLINOIS TOOL WKS INCORPORATED 0.2%
Value ($000) $473 Shares 2,221 Est. Cost $210.30 Unrealized -13.0%
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value ($000) $468 Shares 1,799 Est. Cost $238.60 Unrealized -5.1%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.2%
Value ($000) $466 Shares 2,354 Est. Cost $181.10 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $463 Shares 3,294 Est. Cost $146.99 Unrealized
WESTROCK COMPANY 0.2%
Value ($000) $462 Shares 11,031 Est. Cost $44.32 Unrealized
ALV AUTOLIV INCORPORATED 0.2%
Value ($000) $461 Shares 5,468 Est. Cost $87.85 Unrealized -22.6%
NTAP NETAPP INCORPORATED 0.2%
Value ($000) $459 Shares 6,239 Est. Cost $79.65 Unrealized -17.4%
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.2%
Value ($000) $459 Shares 20,831 Est. Cost $22.03 Unrealized
CMI CUMMINS INCORPORATED 0.2%
Value ($000) $442 Shares 1,978 Est. Cost $204.04 Unrealized -10.3%
FE FIRSTENERGY CORPORATION 0.2%
Value ($000) $441 Shares 11,024 Est. Cost $32.65 Unrealized +12.6%
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value ($000) $441 Shares 1,029 Est. Cost $316.73 Unrealized +25.6%
SRE SEMPRA 0.2%
Value ($000) $429 Shares 2,620 Est. Cost $55.46 Unrealized +28.6%
CSX CSX CORPORATION 0.2%
Value ($000) $421 Shares 12,338 Est. Cost $33.29 Unrealized -7.0%
QQQ INVESCO QQQ 0.2%
Value ($000) $420 Shares 1,298 Est. Cost $378.69 Unrealized
TFX TELEFLEX INCORPORATED 0.2%
Value ($000) $420 Shares 1,658 Est. Cost $330.52 Unrealized -14.2%
CI CIGNA CORPORATION NEW 0.2%
Value ($000) $420 Shares 1,470 Est. Cost $197.24 Unrealized +22.4%
EW EDWARDS LIFESCIENCES CORPORATION 0.2%
Value ($000) $408 Shares 3,933 Est. Cost $115.87 Unrealized -10.7%
TJX TJX COMPANIES INCORPORATED NEW 0.2%
Value ($000) $404 Shares 6,278 Est. Cost $64.39 Unrealized -10.8%
BA BOEING COMPANY 0.2%
Value ($000) $402 Shares 2,396 Est. Cost $211.00 Unrealized -30.1%
KR KROGER COMPANY 0.2%
Value ($000) $397 Shares 8,417 Est. Cost $38.48 Unrealized +27.9%
IJR ISHARES TR CORE SP SCP ETF 0.2%
Value ($000) $397 Shares 3,832 Est. Cost $109.20 Unrealized
VOOV VANGUARD SP 500 VALUE ETF 0.2%
Value ($000) $379 Shares 2,658 Est. Cost $146.67 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $372 Shares 8,839 Est. Cost $46.88 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $369 Shares 2,330 Est. Cost $152.79 Unrealized -13.4%
SDY SPDR SP DIVIDEND ETF 0.2%
Value ($000) $352 Shares 2,730 Est. Cost $129.03 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $348 Shares 3,223 Est. Cost $110.58 Unrealized
CRM SALESFORCE INCORPORATED 0.2%
Value ($000) $345 Shares 1,848 Est. Cost $255.09 Unrealized -31.6%
BAC BK OF AMERICA CORPORATION 0.2%
Value ($000) $344 Shares 9,586 Est. Cost $41.02 Unrealized -20.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $340 Shares 10,831 Est. Cost $29.39 Unrealized
WSM WILLIAMS SONOMA INCORPORATED 0.1%
Value ($000) $336 Shares 2,162 Est. Cost $85.90 Unrealized -29.9%
ED CONSOLIDATED EDISON INCORPORATED 0.1%
Value ($000) $334 Shares 3,393 Est. Cost $68.08 Unrealized +23.5%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $328 Shares 6,095 Est. Cost $54.86 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.1%
Value ($000) $325 Shares 17,529 Est. Cost $13.20 Unrealized +16.1%
SPGI SP GLOBAL INCORPORATED 0.1%
Value ($000) $324 Shares 839 Est. Cost $395.64 Unrealized -12.6%
PIONEER NAT RES COMPANY 0.1%
Value ($000) $323 Shares 1,416 Est. Cost $186.31 Unrealized
UMBF UMB FINL CORPORATION 0.1%
Value ($000) $315 Shares 3,300 Est. Cost $103.16 Unrealized -12.1%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $314 Shares 1,582 Est. Cost $184.77 Unrealized -10.0%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $313 Shares 3,054 Est. Cost $110.97 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $303 Shares 7,846 Est. Cost $29.49 Unrealized +13.8%
YUMC YUM CHINA HLDGS INCORPORATED 0.1%
Value ($000) $295 Shares 6,114 Est. Cost $54.25 Unrealized -22.4%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $295 Shares 1,946 Est. Cost $171.16 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $291 Shares 1,388 Est. Cost $218.04 Unrealized 0.0%
C CITIGROUP INCORPORATED COM NEW 0.1%
Value ($000) $290 Shares 5,384 Est. Cost $55.83 Unrealized -21.6%
F FORD MTR COMPANY DEL 0.1%
Value ($000) $290 Shares 18,374 Est. Cost $13.95 Unrealized -24.4%
SLF SUN LIFE FINANCIAL INCORPORATED. 0.1%
Value ($000) $289 Shares 6,054 Est. Cost $49.82 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $284 Shares 1,827 Est. Cost $155.45 Unrealized
NEM NEWMONT CORPORATION 0.1%
Value ($000) $284 Shares 6,271 Est. Cost $50.05 Unrealized +26.4%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $282 Shares 2,647 Est. Cost $122.88 Unrealized -17.2%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.1%
Value ($000) $281 Shares 2,783 Est. Cost $72.48 Unrealized +19.5%
NFG NATIONAL FUEL GAS COMPANY 0.1%
Value ($000) $278 Shares 3,923 Est. Cost $70.15 Unrealized 0.0%
BX BLACKSTONE INCORPORATED 0.1%
Value ($000) $273 Shares 2,578 Est. Cost $96.09 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.1%
Value ($000) $273 Shares 1,698 Est. Cost $151.70 Unrealized +5.1%
HAL HALLIBURTON COMPANY 0.1%
Value ($000) $273 Shares 9,253 Est. Cost $22.55 Unrealized +53.0%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $272 Shares 10,248 Est. Cost $31.95 Unrealized
VO VANGUARD MIDCAP ETF 0.1%
Value ($000) $272 Shares 1,222 Est. Cost $249.28 Unrealized
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.1%
Value ($000) $272 Shares 66,741 Est. Cost $2.65 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.1%
Value ($000) $270 Shares 3,427 Est. Cost $58.42 Unrealized 0.0%
BALL BALL CORPORATION 0.1%
Value ($000) $267 Shares 4,632 Est. Cost $87.41 Unrealized -17.6%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $267 Shares 3,066 Est. Cost $102.21 Unrealized -31.1%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.1%
Value ($000) $263 Shares 6,574 Est. Cost $48.74 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.1%
Value ($000) $258 Shares 2,635 Est. Cost $93.61 Unrealized 0.0%
FCBC FIRST CMNTY BANKSHARES INCORPORATED VA 0.1%
Value ($000) $256 Shares 7,879 Est. Cost $26.54 Unrealized -14.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $254 Shares 810 Est. Cost $317.56 Unrealized -10.4%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $252 Shares 4,401 Est. Cost $57.26 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $252 Shares 2,331 Est. Cost $108.11 Unrealized
ROP ROPER TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $251 Shares 580 Est. Cost $453.10 Unrealized -6.2%
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value ($000) $250 Shares 3,809 Est. Cost $30.35 Unrealized +91.5%
GM GENERAL MTRS COMPANY 0.1%
Value ($000) $249 Shares 6,478 Est. Cost $53.77 Unrealized -32.7%
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $248 Shares 2,303 Est. Cost $107.69 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $248 Shares 1,333 Est. Cost $202.55 Unrealized
EATON VANCE TAXMANAGED DIVERS 0.1%
Value ($000) $247 Shares 19,128 Est. Cost $14.69 Unrealized
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $245 Shares 3,287 Est. Cost $57.95 Unrealized +11.0%
BK BANK NEW YORK MELLON CORPORATION 0.1%
Value ($000) $244 Shares 5,504 Est. Cost $48.98 Unrealized -18.2%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $244 Shares 942 Est. Cost $313.54 Unrealized
IQV IQVIA HLDGS INCORPORATED 0.1%
Value ($000) $243 Shares 1,005 Est. Cost $255.54 Unrealized -15.0%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $242 Shares 1,642 Est. Cost $173.82 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.1%
Value ($000) $241 Shares 1,392 Est. Cost $207.42 Unrealized -19.6%
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $240 Shares 1,440 Est. Cost $181.72 Unrealized -21.7%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $239 Shares 3,595 Est. Cost $55.02 Unrealized +9.1%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $237 Shares 2,650 Est. Cost $104.13 Unrealized
RRC RANGE RES CORPORATION 0.1%
Value ($000) $234 Shares 6,885 Est. Cost $30.63 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $234 Shares 954 Est. Cost $245.28 Unrealized
KELLOGG COMPANY 0.1%
Value ($000) $234 Shares 3,115 Est. Cost $57.31 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.1%
Value ($000) $233 Shares 17,075 Est. Cost $18.55 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $232 Shares 2,815 Est. Cost $89.02 Unrealized -19.3%
LEN LENNAR CORPORATION CLASS A 0.1%
Value ($000) $231 Shares 2,635 Est. Cost $69.41 Unrealized 0.0%
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $229 Shares 1,316 Est. Cost $164.19 Unrealized -10.1%
CONSOL ENERGY INCORPORATED NEW 0.1%
Value ($000) $228 Shares 3,303 Est. Cost $69.03 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.1%
Value ($000) $224 Shares 1,354 Est. Cost $203.82 Unrealized
ABNB AIRBNB INCORPORATED COM CLASS A 0.1%
Value ($000) $224 Shares 1,848 Est. Cost $130.14 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $223 Shares 1,240 Est. Cost $180.59 Unrealized -10.4%
BLACKROCK CAP ALLOCATION TR 0.1%
Value ($000) $221 Shares 14,113 Est. Cost $19.41 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $219 Shares 1,019 Est. Cost $199.01 Unrealized 0.0%
TE CONNECTIVITY LIMITED SHS 0.1%
Value ($000) $217 Shares 1,622 Est. Cost $130.80 Unrealized
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.1%
Value ($000) $216 Shares 799 Est. Cost $238.47 Unrealized 0.0%
GPMT GRANITE PT MTG TR INCORPORATED COM STK REIT 0.1%
Value ($000) $211 Shares 21,251 Est. Cost $11.68 Unrealized
WAB WABTEC 0.1%
Value ($000) $211 Shares 2,242 Est. Cost $89.57 Unrealized -2.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $211 Shares 14,358 Est. Cost $16.58 Unrealized
KEY KEYCORP 0.1%
Value ($000) $206 Shares 10,736 Est. Cost $18.79 Unrealized -15.3%
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $204 Shares 1,779 Est. Cost $128.75 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.1%
Value ($000) $203 Shares 5,994 Est. Cost $29.20 Unrealized 0.0%
JPMORGAN U.S. DIVIDEND ETF 0.1%
Value ($000) $201 Shares 5,921 Est. Cost $33.95 Unrealized
ACVA ACV AUCTIONS INCORPORATED COM CLASS A 0.1%
Value ($000) $179 Shares 20,750 Est. Cost $15.86 Unrealized -35.1%
ALLIANCEBERNSTEIN GLOBAL HIGH 0.1%
Value ($000) $170 Shares 16,106 Est. Cost $12.07 Unrealized
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $166 Shares 14,899 Est. Cost $11.49 Unrealized -5.9%
ROYCE VALUE TR INCORPORATED 0.1%
Value ($000) $165 Shares 10,344 Est. Cost $15.95 Unrealized
FCF FIRST COMWLTH FINL CORPORATION PA 0.1%
Value ($000) $161 Shares 10,795 Est. Cost $13.08 Unrealized -7.2%
GREEN PLAINS PARTNERS LP COM REP PTR IN 0.1%
Value ($000) $150 Shares 11,339 Est. Cost $14.14 Unrealized
EATON VANCE TAXMANAGED GLOBAL 0.1%
Value ($000) $146 Shares 16,381 Est. Cost $10.15 Unrealized
ECVT ECOVYST INCORPORATED 0.1%
Value ($000) $124 Shares 13,100 Est. Cost $10.94 Unrealized -5.0%
INVESCO PA VALUE MUN INCORPORATED TR 0.1%
Value ($000) $114 Shares 10,186 Est. Cost $13.92 Unrealized
VUZI VUZIX CORPORATION COM NEW 0.0%
Value ($000) $104 Shares 11,440 Est. Cost $5.87 Unrealized 0.0%