Mascoma Wealth Management LLC Diversified Active

CIK: 0001695664 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 25, 2022

Total Value ($000): $314,188 (100.0% shares, 0.0% debt)

Holdings (590)

IVV ISHARES CORE S&P 500 ETF 10.4%
Value ($000) $32,769 Shares 72,228 Est. Cost $395.06 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 8.4%
Value ($000) $26,408 Shares 249,938 Est. Cost $59.80 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 7.6%
Value ($000) $23,749 Shares 472,429 Est. Cost $50.36 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4.8%
Value ($000) $15,100 Shares 314,385 Est. Cost $48.87 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.5%
Value ($000) $14,049 Shares 271,636 Est. Cost $54.71 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 4.1%
Value ($000) $13,008 Shares 292,185 Est. Cost $42.11 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 2.8%
Value ($000) $8,859 Shares 102,278 Est. Cost $81.60 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 2.8%
Value ($000) $8,733 Shares 85,807 Est. Cost $108.80 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.6%
Value ($000) $8,063 Shares 76,831 Est. Cost $105.55 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $6,069 Shares 34,759 Est. Cost $97.62 Unrealized +68.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.9%
Value ($000) $6,059 Shares 78,112 Est. Cost $52.07 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.6%
Value ($000) $5,001 Shares 129,438 Est. Cost $42.66 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.6%
Value ($000) $4,899 Shares 18,258 Est. Cost $217.02 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 1.5%
Value ($000) $4,627 Shares 153,571 Est. Cost $30.71 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.4%
Value ($000) $4,274 Shares 85,218 Est. Cost $50.36 Unrealized
QQQ INVESCO QQQ TRUST 1.3%
Value ($000) $4,058 Shares 11,192 Est. Cost $290.31 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 1.2%
Value ($000) $3,881 Shares 59,105 Est. Cost $59.12 Unrealized
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 1.2%
Value ($000) $3,811 Shares 38,444 Est. Cost $100.10 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 1.2%
Value ($000) $3,708 Shares 28,936 Est. Cost $113.68 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1.1%
Value ($000) $3,536 Shares 108,040 Est. Cost $32.84 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.1%
Value ($000) $3,342 Shares 15,725 Est. Cost $194.66 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.0%
Value ($000) $3,277 Shares 53,751 Est. Cost $98.14 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.0%
Value ($000) $3,200 Shares 29,666 Est. Cost $105.79 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.0%
Value ($000) $3,120 Shares 29,132 Est. Cost $110.10 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $2,928 Shares 57,480 Est. Cost $34.07 Unrealized +21.8%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $2,823 Shares 17,412 Est. Cost $129.46 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.9%
Value ($000) $2,769 Shares 45,097 Est. Cost $61.08 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.8%
Value ($000) $2,599 Shares 35,252 Est. Cost $74.69 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.8%
Value ($000) $2,516 Shares 55,957 Est. Cost $44.97 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $2,451 Shares 7,949 Est. Cost $142.75 Unrealized +104.1%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.8%
Value ($000) $2,437 Shares 98,957 Est. Cost $25.35 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $2,282 Shares 5,496 Est. Cost $346.18 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.7%
Value ($000) $2,280 Shares 40,300 Est. Cost $56.55 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $2,275 Shares 27,644 Est. Cost $87.33 Unrealized
FIW FIRST TRUST WATER ETF 0.7%
Value ($000) $2,263 Shares 26,848 Est. Cost $81.39 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.6%
Value ($000) $2,035 Shares 53,496 Est. Cost $37.87 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,918 Shares 15,584 Est. Cost $104.85 Unrealized
EAGG ISHARES ESG AWARE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $1,851 Shares 35,840 Est. Cost $54.68 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.6%
Value ($000) $1,779 Shares 34,225 Est. Cost $64.30 Unrealized
XJH ISHARES ESG SCREENED S&P MID-CAP ETF 0.5%
Value ($000) $1,721 Shares 47,067 Est. Cost $36.95 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.5%
Value ($000) $1,660 Shares 21,878 Est. Cost $72.48 Unrealized
BGRN ISHARES USD GREEN BOND ETF 0.5%
Value ($000) $1,599 Shares 31,599 Est. Cost $53.43 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $1,487 Shares 28,719 Est. Cost $27.00 Unrealized +57.3%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.4%
Value ($000) $1,349 Shares 54,120 Est. Cost $26.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,294 Shares 3,666 Est. Cost $238.90 Unrealized +35.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,238 Shares 4,533 Est. Cost $147.05 Unrealized +56.8%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.4%
Value ($000) $1,195 Shares 24,937 Est. Cost $41.76 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,161 Shares 356 Est. Cost $159.45 Unrealized -3.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $1,128 Shares 25,666 Est. Cost $45.73 Unrealized
CNRG SPDR S&P KENSHO CLEAN POWER ETF 0.4%
Value ($000) $1,119 Shares 12,475 Est. Cost $100.94 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,033 Shares 6,221 Est. Cost $127.77 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $947 Shares 3,915 Est. Cost $152.21 Unrealized +33.6%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.3%
Value ($000) $883 Shares 17,869 Est. Cost $50.13 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $878 Shares 1,943 Est. Cost $289.03 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.3%
Value ($000) $855 Shares 11,851 Est. Cost $68.34 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $835 Shares 6,201 Est. Cost $123.07 Unrealized
TRS TRIMAS CORP COM NEW 0.3%
Value ($000) $802 Shares 25,000 Est. Cost $33.36 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $717 Shares 8,678 Est. Cost $51.37 Unrealized +32.1%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $708 Shares 3,300 Est. Cost $174.85 Unrealized +1.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $706 Shares 9,039 Est. Cost $78.29 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $645 Shares 1,120 Est. Cost $428.20 Unrealized +17.0%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.2%
Value ($000) $640 Shares 14,000 Est. Cost $45.71 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $633 Shares 5,842 Est. Cost $99.76 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $631 Shares 3,072 Est. Cost $212.72 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $615 Shares 221 Est. Cost $108.29 Unrealized +24.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $612 Shares 1,036 Est. Cost $493.58 Unrealized +15.1%
GSST GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF 0.2%
Value ($000) $605 Shares 12,050 Est. Cost $50.71 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $573 Shares 5,224 Est. Cost $110.55 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $554 Shares 1,087 Est. Cost $335.10 Unrealized +34.6%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $527 Shares 13,859 Est. Cost $38.03 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $518 Shares 4,700 Est. Cost $110.56 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.2%
Value ($000) $497 Shares 13,524 Est. Cost $41.17 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $482 Shares 9,020 Est. Cost $39.48 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $474 Shares 3,808 Est. Cost $127.99 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $467 Shares 3,429 Est. Cost $89.36 Unrealized +49.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $457 Shares 2,009 Est. Cost $164.40 Unrealized +19.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $451 Shares 2,695 Est. Cost $104.03 Unrealized +42.7%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.1%
Value ($000) $448 Shares 2,455 Est. Cost $127.49 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $440 Shares 8,162 Est. Cost $54.54 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $427 Shares 1,427 Est. Cost $215.75 Unrealized +45.5%
INTC INTEL CORP COM 0.1%
Value ($000) $422 Shares 8,508 Est. Cost $41.23 Unrealized +12.0%
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $419 Shares 11,662 Est. Cost $21.94 Unrealized +53.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $411 Shares 2,321 Est. Cost $108.59 Unrealized +39.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $401 Shares 8,700 Est. Cost $49.77 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $390 Shares 3,932 Est. Cost $59.75 Unrealized +45.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $364 Shares 2,802 Est. Cost $102.38 Unrealized +9.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $362 Shares 2,367 Est. Cost $87.58 Unrealized +62.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $347 Shares 4,716 Est. Cost $75.86 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $338 Shares 121 Est. Cost $136.62 Unrealized -1.2%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $335 Shares 3,195 Est. Cost $90.67 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $324 Shares 1,362 Est. Cost $230.12 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $322 Shares 774 Est. Cost $375.35 Unrealized
GSG ISHARES GSCI COMMODITY-INDEXED TRUST 0.1%
Value ($000) $312 Shares 13,763 Est. Cost $22.57 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $301 Shares 1,102 Est. Cost $24.57 Unrealized +1.9%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.1%
Value ($000) $296 Shares 3,160 Est. Cost $96.35 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $288 Shares 7,393 Est. Cost $35.23 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $286 Shares 5,127 Est. Cost $42.00 Unrealized +19.7%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $286 Shares 999 Est. Cost $239.19 Unrealized +3.9%
V VISA INC COM CL A 0.1%
Value ($000) $283 Shares 1,274 Est. Cost $220.28 Unrealized -4.6%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $283 Shares 3,496 Est. Cost $74.26 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $282 Shares 1,470 Est. Cost $136.34 Unrealized +47.2%
META META PLATFORMS INC CL A 0.1%
Value ($000) $275 Shares 1,237 Est. Cost $274.87 Unrealized -9.7%
AA ALCOA CORP COM 0.1%
Value ($000) $270 Shares 3,000 Est. Cost $40.36 Unrealized +72.3%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $269 Shares 2,977 Est. Cost $95.37 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.1%
Value ($000) $268 Shares 4,956 Est. Cost $53.99 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $263 Shares 1,063 Est. Cost $197.41 Unrealized +15.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $261 Shares 1,611 Est. Cost $98.41 Unrealized +28.5%
TSLA TESLA INC COM 0.1%
Value ($000) $250 Shares 232 Est. Cost $269.81 Unrealized +15.4%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $249 Shares 4,760 Est. Cost $47.12 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $239 Shares 1,915 Est. Cost $125.70 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $238 Shares 573 Est. Cost $347.15 Unrealized +4.6%
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.1%
Value ($000) $236 Shares 8,515 Est. Cost $30.00 Unrealized
NUVEEN MUN VALUE FD INC COM 0.1%
Value ($000) $230 Shares 23,970 Est. Cost $10.01 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $226 Shares 888 Est. Cost $248.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $215 Shares 438 Est. Cost $485.75 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $213 Shares 3,204 Est. Cost $70.45 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $212 Shares 411 Est. Cost $414.76 Unrealized +14.1%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $211 Shares 3,265 Est. Cost $65.73 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $209 Shares 3,366 Est. Cost $40.34 Unrealized +34.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $207 Shares 1,066 Est. Cost $189.48 Unrealized -10.1%
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $202 Shares 2,375 Est. Cost $88.86 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value ($000) $201 Shares 3,994 Est. Cost $50.33 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $199 Shares 450 Est. Cost $321.59 Unrealized +13.5%
LAM RESEARCH CORP COM 0.1%
Value ($000) $199 Shares 370 Est. Cost $552.18 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $199 Shares 167 Est. Cost $1088.25 Unrealized 0.0%
HUM HUMANA INC COM 0.1%
Value ($000) $187 Shares 430 Est. Cost $406.77 Unrealized -1.1%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $184 Shares 1,819 Est. Cost $73.02 Unrealized +26.0%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $184 Shares 10,817 Est. Cost $15.44 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $174 Shares 2,229 Est. Cost $74.92 Unrealized
FLTB FIDELITY LIMITED TERM BOND ETF 0.1%
Value ($000) $174 Shares 3,500 Est. Cost $51.48 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $174 Shares 594 Est. Cost $264.09 Unrealized -7.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $171 Shares 478 Est. Cost $352.73 Unrealized -0.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $170 Shares 2,469 Est. Cost $70.05 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $166 Shares 1,551 Est. Cost $94.13 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $163 Shares 3,491 Est. Cost $50.76 Unrealized -15.6%
CLNE CLEAN ENERGY FUELS CORP COM 0.1%
Value ($000) $163 Shares 20,517 Est. Cost $6.74 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $161 Shares 2,891 Est. Cost $52.23 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $159 Shares 872 Est. Cost $142.06 Unrealized +11.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $152 Shares 957 Est. Cost $139.77 Unrealized +2.0%
MMM 3M CO COM 0.0%
Value ($000) $152 Shares 1,019 Est. Cost $129.74 Unrealized -11.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $151 Shares 1,342 Est. Cost $103.58 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $151 Shares 809 Est. Cost $158.67 Unrealized +8.3%
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $147 Shares 1,127 Est. Cost $156.57 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $146 Shares 899 Est. Cost $87.05 Unrealized +41.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $146 Shares 2,469 Est. Cost $62.43 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $146 Shares 1,485 Est. Cost $68.17 Unrealized +28.3%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $146 Shares 2,399 Est. Cost $62.53 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $143 Shares 684 Est. Cost $204.80 Unrealized -0.6%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $143 Shares 12,065 Est. Cost $10.89 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $142 Shares 3,094 Est. Cost $50.45 Unrealized -11.6%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $142 Shares 1,280 Est. Cost $110.94 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $140 Shares 1,600 Est. Cost $70.48 Unrealized +13.1%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $138 Shares 2,966 Est. Cost $46.53 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $132 Shares 551 Est. Cost $200.81 Unrealized +8.7%
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $131 Shares 2,471 Est. Cost $48.56 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $129 Shares 923 Est. Cost $150.32 Unrealized -5.3%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $128 Shares 2,989 Est. Cost $43.34 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $126 Shares 1,483 Est. Cost $74.18 Unrealized -2.8%
ABT ABBOTT LABS COM 0.0%
Value ($000) $125 Shares 1,057 Est. Cost $114.66 Unrealized +0.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $124 Shares 516 Est. Cost $178.57 Unrealized +14.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $123 Shares 1,233 Est. Cost $65.56 Unrealized +21.5%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $120 Shares 1,806 Est. Cost $68.43 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $118 Shares 2,610 Est. Cost $50.19 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $118 Shares 240 Est. Cost $357.60 Unrealized +21.0%
VIRTUS GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $116 Shares 11,900 Est. Cost $12.56 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $116 Shares 1,144 Est. Cost $100.98 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $115 Shares 1,492 Est. Cost $81.73 Unrealized -8.1%
BLACKROCK INC COM 0.0%
Value ($000) $113 Shares 148 Est. Cost $823.32 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $113 Shares 599 Est. Cost $196.83 Unrealized -3.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $113 Shares 248 Est. Cost $580.90 Unrealized -17.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $112 Shares 1,615 Est. Cost $72.33 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $111 Shares 330 Est. Cost $325.89 Unrealized -2.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $110 Shares 1,437 Est. Cost $76.55 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $107 Shares 2,591 Est. Cost $39.32 Unrealized +3.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $106 Shares 497 Est. Cost $252.52 Unrealized -15.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $106 Shares 1,600 Est. Cost $66.25 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $105 Shares 321 Est. Cost $279.37 Unrealized +1.2%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $104 Shares 266 Est. Cost $258.96 Unrealized +16.3%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $104 Shares 2,035 Est. Cost $40.99 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $103 Shares 4,801 Est. Cost $21.74 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $103 Shares 672 Est. Cost $175.84 Unrealized -11.4%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $101 Shares 2,950 Est. Cost $42.34 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $100 Shares 844 Est. Cost $124.55 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $100 Shares 4,226 Est. Cost $15.37 Unrealized -3.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $99 Shares 2,035 Est. Cost $42.65 Unrealized +13.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $99 Shares 638 Est. Cost $155.17 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $96 Shares 524 Est. Cost $162.80 Unrealized -3.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $96 Shares 707 Est. Cost $99.29 Unrealized +10.5%
EAOR ISHARES ESG AWARE GROWTH ALLOCATION ETF 0.0%
Value ($000) $96 Shares 3,211 Est. Cost $31.09 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $95 Shares 1,495 Est. Cost $66.25 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $95 Shares 1,574 Est. Cost $44.80 Unrealized +41.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $94 Shares 405 Est. Cost $247.97 Unrealized -12.9%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $94 Shares 1,504 Est. Cost $65.84 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $92 Shares 1,626 Est. Cost $76.73 Unrealized -19.2%
WMT WALMART INC COM 0.0%
Value ($000) $91 Shares 609 Est. Cost $45.47 Unrealized -1.9%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $91 Shares 6,170 Est. Cost $17.18 Unrealized
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $90 Shares 5,850 Est. Cost $16.24 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $89 Shares 663 Est. Cost $138.66 Unrealized -4.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $89 Shares 355 Est. Cost $247.68 Unrealized -6.4%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $88 Shares 3,537 Est. Cost $26.58 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $87 Shares 1,094 Est. Cost $66.66 Unrealized +20.9%
DOV DOVER CORP COM 0.0%
Value ($000) $87 Shares 556 Est. Cost $157.89 Unrealized -1.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $86 Shares 1,453 Est. Cost $58.93 Unrealized -6.4%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $86 Shares 720 Est. Cost $119.44 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $79.49 Unrealized -2.7%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $81 Shares 9,389 Est. Cost $7.76 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $81 Shares 2,037 Est. Cost $39.35 Unrealized -3.7%
KR KROGER CO COM 0.0%
Value ($000) $80 Shares 1,398 Est. Cost $38.24 Unrealized +19.4%
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.0%
Value ($000) $80 Shares 940 Est. Cost $87.05 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $79 Shares 1,735 Est. Cost $52.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $76 Shares 1,037 Est. Cost $54.83 Unrealized +3.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $76 Shares 926 Est. Cost $67.47 Unrealized +3.5%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $40.00 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $75 Shares 544 Est. Cost $112.50 Unrealized +25.5%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $75 Shares 1,582 Est. Cost $42.35 Unrealized
ARCONIC CORPORATION COM 0.0%
Value ($000) $75 Shares 2,915 Est. Cost $31.56 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $75 Shares 1,190 Est. Cost $63.03 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $77.00 Unrealized
THE ODP CORP COM 0.0%
Value ($000) $74 Shares 1,620 Est. Cost $45.68 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $73 Shares 622 Est. Cost $114.28 Unrealized -1.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $72 Shares 317 Est. Cost $186.36 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $71 Shares 532 Est. Cost $115.71 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $70 Shares 300 Est. Cost $35.98 Unrealized +14.7%
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $69 Shares 537 Est. Cost $122.47 Unrealized 0.0%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $68 Shares 2,100 Est. Cost $32.15 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $68 Shares 793 Est. Cost $97.05 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $67 Shares 421 Est. Cost $149.64 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $66 Shares 245 Est. Cost $255.22 Unrealized -2.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $66 Shares 97 Est. Cost $44.05 Unrealized +1.4%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $66 Shares 964 Est. Cost $69.19 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $66 Shares 536 Est. Cost $115.50 Unrealized -1.3%
ORCL ORACLE CORP COM 0.0%
Value ($000) $65 Shares 790 Est. Cost $83.89 Unrealized -8.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $64 Shares 212 Est. Cost $282.26 Unrealized +1.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $63 Shares 948 Est. Cost $74.89 Unrealized
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $62 Shares 1,311 Est. Cost $37.97 Unrealized +8.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $62 Shares 618 Est. Cost $98.76 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $61 Shares 267 Est. Cost $220.97 Unrealized
EAOA ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $60 Shares 1,849 Est. Cost $33.13 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $60 Shares 346 Est. Cost $189.35 Unrealized -8.4%
BX BLACKSTONE INC COM 0.0%
Value ($000) $60 Shares 470 Est. Cost $100.33 Unrealized +6.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $59 Shares 208 Est. Cost $253.72 Unrealized -0.3%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $58 Shares 880 Est. Cost $109.09 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $58 Shares 189 Est. Cost $235.87 Unrealized +13.0%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $58 Shares 705 Est. Cost $73.66 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $57 Shares 625 Est. Cost $62.23 Unrealized -6.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $56 Shares 2,430 Est. Cost $21.89 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $56 Shares 112 Est. Cost $566.33 Unrealized -12.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $55 Shares 474 Est. Cost $229.16 Unrealized -42.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $52 Shares 316 Est. Cost $159.46 Unrealized -8.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $52 Shares 1,367 Est. Cost $37.31 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $51 Shares 306 Est. Cost $155.29 Unrealized -2.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $51 Shares 948 Est. Cost $58.48 Unrealized -8.5%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $51 Shares 523 Est. Cost $97.82 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $51 Shares 284 Est. Cost $61.19 Unrealized -8.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $51 Shares 450 Est. Cost $92.84 Unrealized +6.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $51 Shares 676 Est. Cost $71.08 Unrealized -3.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $50 Shares 960 Est. Cost $52.01 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $50 Shares 562 Est. Cost $65.81 Unrealized +22.2%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $50 Shares 190 Est. Cost $278.95 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $50 Shares 296 Est. Cost $150.89 Unrealized -1.5%
FAST FASTENAL CO COM 0.0%
Value ($000) $50 Shares 842 Est. Cost $26.02 Unrealized -2.4%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $48 Shares 240 Est. Cost $221.80 Unrealized 0.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $48 Shares 652 Est. Cost $80.88 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $48 Shares 1,817 Est. Cost $28.67 Unrealized 0.0%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $48 Shares 506 Est. Cost $95.35 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $48 Shares 622 Est. Cost $71.56 Unrealized +6.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $47 Shares 500 Est. Cost $88.00 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $47 Shares 1,243 Est. Cost $20.90 Unrealized +42.8%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $46 Shares 2,199 Est. Cost $20.92 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $46 Shares 1,250 Est. Cost $33.60 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 600 Est. Cost $68.33 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $45 Shares 250 Est. Cost $164.00 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 1,329 Est. Cost $33.86 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $45 Shares 201 Est. Cost $202.60 Unrealized -1.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $45 Shares 178 Est. Cost $248.67 Unrealized -13.6%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $44 Shares 1,753 Est. Cost $26.24 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $44 Shares 394 Est. Cost $107.40 Unrealized -12.8%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $44 Shares 2,080 Est. Cost $14.42 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $44 Shares 160 Est. Cost $275.00 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $43 Shares 310 Est. Cost $137.15 Unrealized 0.0%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $43 Shares 1,068 Est. Cost $41.28 Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $43 Shares 1,497 Est. Cost $23.08 Unrealized +9.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $43 Shares 471 Est. Cost $105.71 Unrealized -18.7%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $43 Shares 1,702 Est. Cost $26.44 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $43 Shares 751 Est. Cost $58.40 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $43 Shares 400 Est. Cost $288.12 Unrealized -60.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $43 Shares 369 Est. Cost $118.86 Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.0%
Value ($000) $42 Shares 4,107 Est. Cost $10.05 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $42 Shares 240 Est. Cost $134.64 Unrealized +19.1%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $42 Shares 280 Est. Cost $145.08 Unrealized -11.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $41 Shares 156 Est. Cost $229.54 Unrealized +5.0%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $40 Shares 800 Est. Cost $53.33 Unrealized
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $40 Shares 1,611 Est. Cost $25.45 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $151.43 Unrealized -11.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $40 Shares 362 Est. Cost $87.25 Unrealized +2.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $40 Shares 148 Est. Cost $302.54 Unrealized -6.7%
GLW CORNING INC COM 0.0%
Value ($000) $39 Shares 1,050 Est. Cost $35.29 Unrealized -1.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $39 Shares 294 Est. Cost $101.29 Unrealized +5.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $39 Shares 846 Est. Cost $29.90 Unrealized +11.3%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $39 Shares 769 Est. Cost $54.62 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $38 Shares 370 Est. Cost $102.70 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $38 Shares 181 Est. Cost $210.74 Unrealized -9.2%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $38 Shares 1,517 Est. Cost $27.03 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $38 Shares 250 Est. Cost $246.27 Unrealized -27.2%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $37 Shares 1,210 Est. Cost $32.65 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $37 Shares 341 Est. Cost $108.06 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $36 Shares 321 Est. Cost $106.88 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $36 Shares 145 Est. Cost $282.76 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $36 Shares 619 Est. Cost $54.93 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $35 Shares 155 Est. Cost $192.08 Unrealized +1.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $35 Shares 386 Est. Cost $88.72 Unrealized -7.4%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $35 Shares 197 Est. Cost $170.86 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $34 Shares 414 Est. Cost $70.50 Unrealized +3.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $34 Shares 636 Est. Cost $46.66 Unrealized +2.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $34 Shares 90 Est. Cost $41.63 Unrealized 0.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $34 Shares 435 Est. Cost $64.66 Unrealized +17.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $34 Shares 440 Est. Cost $59.09 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $34 Shares 84 Est. Cost $394.19 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $33 Shares 52 Est. Cost $44.48 Unrealized +23.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 275 Est. Cost $132.74 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $32 Shares 406 Est. Cost $78.82 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $32 Shares 200 Est. Cost $167.86 Unrealized -0.8%
MERRIMACK PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $32 Shares 5,000 Est. Cost $4.80 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $31 Shares 533 Est. Cost $66.14 Unrealized -18.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $31 Shares 167 Est. Cost $171.13 Unrealized +1.7%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $31 Shares 675 Est. Cost $47.41 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $30 Shares 404 Est. Cost $35.22 Unrealized +5.9%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $30 Shares 698 Est. Cost $44.89 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $30 Shares 466 Est. Cost $46.92 Unrealized +2.9%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $30 Shares 514 Est. Cost $60.31 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $29 Shares 416 Est. Cost $52.72 Unrealized +14.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $28 Shares 195 Est. Cost $150.00 Unrealized -4.8%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $28 Shares 417 Est. Cost $70.77 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $28 Shares 215 Est. Cost $112.02 Unrealized +9.4%
GAN LTD SHS 0.0%
Value ($000) $27 Shares 5,558 Est. Cost $4.86 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $27 Shares 824 Est. Cost $30.34 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $26 Shares 376 Est. Cost $53.81 Unrealized +2.8%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $26 Shares 608 Est. Cost $36.18 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 681 Est. Cost $30.14 Unrealized +11.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $25 Shares 248 Est. Cost $112.90 Unrealized
AI POWERED EQUITY ETF 0.0%
Value ($000) $25 Shares 684 Est. Cost $40.94 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $25 Shares 157 Est. Cost $129.65 Unrealized 0.0%
FTS FORTIS INC COM 0.0%
Value ($000) $24 Shares 478 Est. Cost $38.22 Unrealized +5.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $24 Shares 361 Est. Cost $50.97 Unrealized +15.3%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $24 Shares 522 Est. Cost $46.24 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $24 Shares 158 Est. Cost $149.55 Unrealized -1.5%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $23 Shares 166 Est. Cost $136.02 Unrealized -3.7%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $23 Shares 412 Est. Cost $49.77 Unrealized +19.3%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $23 Shares 392 Est. Cost $56.12 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $23 Shares 97 Est. Cost $314.89 Unrealized -22.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $207.27 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 460 Est. Cost $43.48 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $22 Shares 280 Est. Cost $77.30 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $22 Shares 46 Est. Cost $586.49 Unrealized -14.8%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $22 Shares 209 Est. Cost $117.40 Unrealized -10.5%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $22 Shares 302 Est. Cost $100.02 Unrealized -27.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $25.45 Unrealized -19.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $61.23 Unrealized +19.0%
INGR INGREDION INC COM 0.0%
Value ($000) $22 Shares 257 Est. Cost $95.72 Unrealized -5.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $425.92 Unrealized -9.0%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $21 Shares 1,166 Est. Cost $18.73 Unrealized
CMPX COMPASS THERAPEUTICS INC COM 0.0%
Value ($000) $21 Shares 15,682 Est. Cost $3.29 Unrealized -37.2%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $21 Shares 403 Est. Cost $48.44 Unrealized -0.4%
FCTR FIRST TRUST LUNT U.S. FACTOR ROTATION ETF 0.0%
Value ($000) $21 Shares 650 Est. Cost $33.57 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $21 Shares 108 Est. Cost $197.53 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $33.39 Unrealized +11.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $21 Shares 168 Est. Cost $130.74 Unrealized -2.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $21 Shares 364 Est. Cost $46.71 Unrealized +8.4%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $20 Shares 167 Est. Cost $143.71 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $20 Shares 125 Est. Cost $208.96 Unrealized -17.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $20 Shares 98 Est. Cost $193.88 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $19 Shares 119 Est. Cost $164.67 Unrealized
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 384 Est. Cost $49.48 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $19 Shares 532 Est. Cost $39.47 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $19 Shares 274 Est. Cost $50.47 Unrealized +3.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $19 Shares 35 Est. Cost $619.03 Unrealized -15.0%
TRANSGLOBE ENERGY CORP COM 0.0%
Value ($000) $19 Shares 5,300 Est. Cost $3.58 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $57.14 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $18 Shares 346 Est. Cost $52.23 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $18 Shares 107 Est. Cost $215.34 Unrealized -5.9%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $18 Shares 33 Est. Cost $666.67 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $18 Shares 461 Est. Cost $37.26 Unrealized -5.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $18 Shares 275 Est. Cost $109.09 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $18 Shares 1,240 Est. Cost $14.03 Unrealized -2.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 264 Est. Cost $60.61 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $75.12 Unrealized +7.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $17 Shares 181 Est. Cost $76.31 Unrealized +8.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $17 Shares 111 Est. Cost $158.00 Unrealized -9.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $67.39 Unrealized +23.7%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 365 Est. Cost $38.36 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $16 Shares 250 Est. Cost $62.79 Unrealized 0.0%
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $56.67 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $90.79 Unrealized -6.7%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $16 Shares 207 Est. Cost $49.13 Unrealized +14.0%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $16 Shares 722 Est. Cost $23.62 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 115 Est. Cost $130.43 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $16 Shares 308 Est. Cost $50.64 Unrealized +5.3%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $15 Shares 100 Est. Cost $170.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $15 Shares 155 Est. Cost $81.20 Unrealized +1.8%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $15 Shares 270 Est. Cost $59.26 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $15 Shares 145 Est. Cost $110.34 Unrealized
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $8.50 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $284.68 Unrealized -5.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $14 Shares 825 Est. Cost $11.84 Unrealized +22.9%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $120.00 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $14 Shares 180 Est. Cost $71.14 Unrealized -1.8%
EXC EXELON CORP COM 0.0%
Value ($000) $14 Shares 293 Est. Cost $29.30 Unrealized +25.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $141.64 Unrealized -17.8%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 90 Est. Cost $133.33 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 449 Est. Cost $26.73 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $13 Shares 320 Est. Cost $26.02 Unrealized -5.6%
SNA SNAP ON INC COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $196.44 Unrealized -3.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $108.33 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $53.94 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $153.40 Unrealized 0.0%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $12 Shares 132 Est. Cost $81.45 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $12 Shares 328 Est. Cost $49.23 Unrealized 0.0%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $12 Shares 961 Est. Cost $14.57 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $70.26 Unrealized +27.4%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 462 Est. Cost $25.97 Unrealized
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 455 Est. Cost $26.37 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $11 Shares 38 Est. Cost $289.47 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $62.43 Unrealized +7.2%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $11 Shares 83 Est. Cost $132.53 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $53.33 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $11 Shares 142 Est. Cost $78.21 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $24.00 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $11 Shares 55 Est. Cost $200.00 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $11 Shares 90 Est. Cost $158.98 Unrealized -14.9%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 405 Est. Cost $29.63 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $11 Shares 92 Est. Cost $301.70 Unrealized -54.9%
ISHARES IBONDS 2025 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $11 Shares 472 Est. Cost $25.42 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $10 Shares 240 Est. Cost $55.42 Unrealized -14.9%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $10 Shares 97 Est. Cost $82.47 Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $10 Shares 397 Est. Cost $24.77 Unrealized 0.0%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $37.27 Unrealized -13.3%
EMXF ISHARES ESG ADVANCED MSCI EM ETF 0.0%
Value ($000) $10 Shares 256 Est. Cost $39.06 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $10 Shares 43 Est. Cost $217.12 Unrealized 0.0%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $10 Shares 360 Est. Cost $30.56 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $88.03 Unrealized -30.9%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $10 Shares 70 Est. Cost $89.41 Unrealized +20.4%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $10 Shares 148 Est. Cost $67.65 Unrealized -2.7%
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $10 Shares 177 Est. Cost $56.50 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $10 Shares 113 Est. Cost $58.41 Unrealized +19.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $10 Shares 134 Est. Cost $71.85 Unrealized +0.7%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.00 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $9 Shares 13 Est. Cost $146.12 Unrealized -43.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 81 Est. Cost $148.15 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.77 Unrealized +13.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $9 Shares 229 Est. Cost $34.27 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 38 Est. Cost $202.75 Unrealized +6.5%
JSML JANUS SMALL CAP GROWTH ALPHA ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $65.69 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $149.37 Unrealized -9.8%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $9 Shares 30 Est. Cost $322.22 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $9 Shares 105 Est. Cost $81.04 Unrealized -2.1%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $9 Shares 285 Est. Cost $31.58 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $9 Shares 234 Est. Cost $38.46 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $36.67 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $9 Shares 831 Est. Cost $11.72 Unrealized -5.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $9 Shares 118 Est. Cost $41.94 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $128.84 Unrealized +19.2%
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $8 Shares 147 Est. Cost $35.96 Unrealized +22.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $8 Shares 160 Est. Cost $41.84 Unrealized 0.0%
EAOM ISHARES ESG AWARE MODERATE ALLOCATION ETF 0.0%
Value ($000) $8 Shares 276 Est. Cost $28.99 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $49.38 Unrealized
FTCHQ FARFETCH LTD ORD SH CL A 0.0%
Value ($000) $8 Shares 540 Est. Cost $19.36 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $9.45 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $8 Shares 98 Est. Cost $81.63 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $8 Shares 112 Est. Cost $80.36 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $213.75 Unrealized -0.2%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $8 Shares 84 Est. Cost $95.24 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $65.12 Unrealized +18.2%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $8 Shares 429 Est. Cost $18.59 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $8 Shares 283 Est. Cost $24.81 Unrealized -0.5%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.75 Unrealized -11.5%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $7 Shares 341 Est. Cost $22.70 Unrealized -7.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $7 Shares 20 Est. Cost $350.00 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $7 Shares 211 Est. Cost $30.42 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $7 Shares 175 Est. Cost $28.57 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $7 Shares 52 Est. Cost $87.20 Unrealized +17.5%
CB CHUBB LIMITED COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $167.16 Unrealized +15.4%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $7 Shares 206 Est. Cost $22.75 Unrealized +12.3%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $6 Shares 150 Est. Cost $26.00 Unrealized +38.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 465 Est. Cost $21.59 Unrealized -30.3%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.31 Unrealized -8.2%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $49.62 Unrealized +18.2%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $6 Shares 131 Est. Cost $45.80 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $83.95 Unrealized +17.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $6 Shares 67 Est. Cost $89.55 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $6 Shares 67 Est. Cost $75.59 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $49.84 Unrealized +20.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $129.63 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $6 Shares 113 Est. Cost $30.02 Unrealized +39.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $6 Shares 128 Est. Cost $39.06 Unrealized
SB SAFE BULKERS INC COM 0.0%
Value ($000) $6 Shares 1,325 Est. Cost $4.08 Unrealized +0.1%
STERICYCLE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.00 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $5 Shares 182 Est. Cost $27.47 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $46.47 Unrealized -10.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $5 Shares 96 Est. Cost $47.25 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $47.47 Unrealized +10.8%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $114.26 Unrealized -1.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $139.42 Unrealized -4.7%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $5 Shares 70 Est. Cost $89.86 Unrealized -11.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $286.25 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $5 Shares 53 Est. Cost $94.34 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $34.57 Unrealized -15.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $210.69 Unrealized -14.8%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $174.21 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $4 Shares 43 Est. Cost $84.62 Unrealized 0.0%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $4 Shares 123 Est. Cost $40.65 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $85.71 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $36.14 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $101.90 Unrealized +10.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 190 Est. Cost $13.20 Unrealized +7.5%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $88.87 Unrealized +5.9%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $4 Shares 19 Est. Cost $234.38 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $4 Shares 300 Est. Cost $16.67 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $91.96 Unrealized +3.4%
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $4 Shares 190 Est. Cost $20.96 Unrealized -2.9%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.32 Unrealized -4.4%
REDFIN CORP COM 0.0%
Value ($000) $4 Shares 222 Est. Cost $18.02 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $115.55 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $6.97 Unrealized -60.2%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $3 Shares 340 Est. Cost $11.76 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $71.43 Unrealized
CONNS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $22.90 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $45.58 Unrealized +4.2%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.49 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $3 Shares 32 Est. Cost $78.00 Unrealized +14.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.87 Unrealized -3.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $3 Shares 30 Est. Cost $75.21 Unrealized +19.4%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $272.73 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.97 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $196.64 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $80.03 Unrealized +16.8%
WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.33 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $54.82 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.11 Unrealized +4.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.11 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.36 Unrealized +2.3%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $35.34 Unrealized -74.5%
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $38.65 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $327.75 Unrealized -33.7%
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $2 Shares 415 Est. Cost $7.83 Unrealized -30.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $2 Shares 51 Est. Cost $28.95 Unrealized +17.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $239.53 Unrealized -7.4%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $76.31 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.35 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $87.00 Unrealized +4.1%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $184.82 Unrealized +8.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.19 Unrealized -5.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.08 Unrealized 0.0%
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.31 Unrealized +8.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $33.60 Unrealized +32.6%
RUBIUS THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $12.80 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.67 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.20 Unrealized +10.5%
NAVIOS MARITIME HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.79 Unrealized -46.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.35 Unrealized +6.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.03 Unrealized -0.6%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.87 Unrealized -28.4%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized