Mascoma Wealth Management LLC Diversified Active

CIK: 0001695664 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $288,839 (100.0% shares, 0.0% debt)

Holdings (615)

IVV ISHARES CORE S&P 500 ETF 10.5%
Value ($000) $30,193 Shares 84,186 Est. Cost $391.40 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 9.7%
Value ($000) $27,983 Shares 557,871 Est. Cost $50.32 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 7.0%
Value ($000) $20,079 Shares 250,420 Est. Cost $60.62 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5.4%
Value ($000) $15,614 Shares 316,840 Est. Cost $54.05 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4.0%
Value ($000) $11,645 Shares 320,258 Est. Cost $48.55 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 3.9%
Value ($000) $11,360 Shares 105,946 Est. Cost $115.36 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 3.2%
Value ($000) $9,182 Shares 95,534 Est. Cost $104.41 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 2.5%
Value ($000) $7,225 Shares 107,889 Est. Cost $80.84 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 2.4%
Value ($000) $6,813 Shares 192,077 Est. Cost $42.11 Unrealized
BOND PIMCO ACTIVE BOND ETF 2.3%
Value ($000) $6,563 Shares 73,153 Est. Cost $108.80 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2.2%
Value ($000) $6,387 Shares 96,623 Est. Cost $55.16 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 2.0%
Value ($000) $5,709 Shares 114,162 Est. Cost $50.28 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 1.8%
Value ($000) $5,096 Shares 174,415 Est. Cost $30.57 Unrealized
AAPL APPLE INC COM 1.7%
Value ($000) $4,945 Shares 35,783 Est. Cost $99.18 Unrealized +55.6%
IJH ISHARES CORE S&P MID-CAP ETF 1.6%
Value ($000) $4,658 Shares 21,246 Est. Cost $218.06 Unrealized
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 1.5%
Value ($000) $4,346 Shares 44,260 Est. Cost $99.88 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.4%
Value ($000) $4,160 Shares 84,717 Est. Cost $49.11 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 1.4%
Value ($000) $3,935 Shares 96,275 Est. Cost $43.44 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 1.2%
Value ($000) $3,592 Shares 62,300 Est. Cost $59.03 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.1%
Value ($000) $3,082 Shares 31,992 Est. Cost $108.58 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.1%
Value ($000) $3,067 Shares 35,174 Est. Cost $103.43 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.0%
Value ($000) $2,875 Shares 92,625 Est. Cost $42.66 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 1.0%
Value ($000) $2,788 Shares 118,686 Est. Cost $25.13 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.9%
Value ($000) $2,682 Shares 52,352 Est. Cost $59.96 Unrealized
QQQ INVESCO QQQ TRUST 0.9%
Value ($000) $2,549 Shares 9,537 Est. Cost $290.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $2,507 Shares 18,547 Est. Cost $130.45 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.9%
Value ($000) $2,466 Shares 60,300 Est. Cost $51.36 Unrealized
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $2,464 Shares 14,417 Est. Cost $194.66 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $2,354 Shares 61,999 Est. Cost $34.21 Unrealized +4.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.8%
Value ($000) $2,353 Shares 49,869 Est. Cost $98.14 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.7%
Value ($000) $2,068 Shares 36,835 Est. Cost $73.93 Unrealized
FIW FIRST TRUST WATER ETF 0.7%
Value ($000) $2,059 Shares 28,670 Est. Cost $80.79 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $1,999 Shares 8,585 Est. Cost $151.28 Unrealized +69.8%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.6%
Value ($000) $1,775 Shares 38,216 Est. Cost $54.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,682 Shares 5,123 Est. Cost $346.18 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.6%
Value ($000) $1,676 Shares 54,657 Est. Cost $37.75 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.5%
Value ($000) $1,549 Shares 27,177 Est. Cost $63.68 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.5%
Value ($000) $1,447 Shares 46,870 Est. Cost $34.50 Unrealized
XJH ISHARES ESG SCREENED S&P MID-CAP ETF 0.5%
Value ($000) $1,386 Shares 46,606 Est. Cost $36.82 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $1,348 Shares 30,810 Est. Cost $28.05 Unrealized +44.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $1,337 Shares 14,708 Est. Cost $104.85 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.4%
Value ($000) $1,202 Shares 28,473 Est. Cost $41.82 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.4%
Value ($000) $1,119 Shares 17,867 Est. Cost $72.48 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $1,111 Shares 27,823 Est. Cost $44.83 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.4%
Value ($000) $1,025 Shares 46,430 Est. Cost $26.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $951 Shares 3,560 Est. Cost $238.90 Unrealized +19.1%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.3%
Value ($000) $942 Shares 24,417 Est. Cost $64.30 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $938 Shares 37,904 Est. Cost $32.84 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $927 Shares 8,200 Est. Cost $126.68 Unrealized -0.2%
UNP UNION PAC CORP COM 0.3%
Value ($000) $878 Shares 4,508 Est. Cost $147.05 Unrealized +38.9%
AMGN AMGEN INC COM 0.3%
Value ($000) $860 Shares 3,815 Est. Cost $152.21 Unrealized +43.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $846 Shares 6,221 Est. Cost $127.77 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.3%
Value ($000) $820 Shares 16,744 Est. Cost $50.01 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $732 Shares 8,388 Est. Cost $51.37 Unrealized +58.4%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $716 Shares 2,004 Est. Cost $291.46 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $700 Shares 9,422 Est. Cost $78.19 Unrealized
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 0.2%
Value ($000) $675 Shares 14,819 Est. Cost $53.43 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $633 Shares 6,091 Est. Cost $123.07 Unrealized
TRS TRIMAS CORP COM NEW 0.2%
Value ($000) $627 Shares 25,000 Est. Cost $33.36 Unrealized -17.4%
CNRG SPDR S&P KENSHO CLEAN POWER ETF 0.2%
Value ($000) $620 Shares 7,303 Est. Cost $100.46 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $547 Shares 6,826 Est. Cost $98.30 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $543 Shares 1,150 Est. Cost $429.63 Unrealized +15.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $542 Shares 1,068 Est. Cost $495.84 Unrealized +11.8%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.2%
Value ($000) $533 Shares 14,000 Est. Cost $45.71 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $531 Shares 1,052 Est. Cost $335.10 Unrealized +47.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $529 Shares 3,210 Est. Cost $209.08 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $527 Shares 3,260 Est. Cost $174.85 Unrealized -8.2%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $517 Shares 4,700 Est. Cost $110.56 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $485 Shares 10,910 Est. Cost $40.34 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.2%
Value ($000) $465 Shares 14,438 Est. Cost $33.39 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.2%
Value ($000) $453 Shares 16,375 Est. Cost $39.54 Unrealized
ISHARES IBONDS DEC 2023 TERM TREASURY ETF 0.2%
Value ($000) $444 Shares 17,905 Est. Cost $24.91 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $440 Shares 2,695 Est. Cost $104.03 Unrealized +48.4%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value ($000) $433 Shares 12,128 Est. Cost $40.76 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $423 Shares 4,420 Est. Cost $109.97 Unrealized +0.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $420 Shares 1,859 Est. Cost $164.40 Unrealized +33.3%
HD HOME DEPOT INC COM 0.1%
Value ($000) $410 Shares 1,485 Est. Cost $217.76 Unrealized +24.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $406 Shares 4,957 Est. Cost $64.73 Unrealized +29.5%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.1%
Value ($000) $394 Shares 19,161 Est. Cost $22.74 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $377 Shares 2,310 Est. Cost $108.59 Unrealized +40.8%
GSST GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF 0.1%
Value ($000) $375 Shares 7,550 Est. Cost $50.71 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $361 Shares 11,662 Est. Cost $21.94 Unrealized +58.2%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $359 Shares 3,426 Est. Cost $127.99 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.1%
Value ($000) $358 Shares 2,455 Est. Cost $127.49 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $355 Shares 14,860 Est. Cost $27.48 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $348 Shares 7,778 Est. Cost $54.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $345 Shares 2,904 Est. Cost $102.91 Unrealized +12.4%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $341 Shares 3,266 Est. Cost $89.36 Unrealized +18.2%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $337 Shares 2,667 Est. Cost $92.42 Unrealized +41.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $331 Shares 5,915 Est. Cost $73.16 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $324 Shares 2,411 Est. Cost $107.93 Unrealized +17.8%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $323 Shares 999 Est. Cost $239.19 Unrealized +28.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $297 Shares 3,738 Est. Cost $89.05 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $297 Shares 1,120 Est. Cost $277.31 Unrealized +0.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $296 Shares 8,104 Est. Cost $49.77 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $291 Shares 5,033 Est. Cost $63.64 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $290 Shares 3,020 Est. Cost $111.93 Unrealized -1.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $283 Shares 3,195 Est. Cost $90.67 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $256 Shares 1,364 Est. Cost $230.12 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $253 Shares 1,098 Est. Cost $198.33 Unrealized +19.1%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.1%
Value ($000) $241 Shares 2,721 Est. Cost $96.35 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $231 Shares 4,800 Est. Cost $49.14 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $223 Shares 1,257 Est. Cost $219.86 Unrealized -9.8%
INTC INTEL CORP COM 0.1%
Value ($000) $218 Shares 8,468 Est. Cost $41.23 Unrealized -21.6%
HUM HUMANA INC COM 0.1%
Value ($000) $209 Shares 430 Est. Cost $406.77 Unrealized +15.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $207 Shares 674 Est. Cost $375.35 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $205 Shares 5,121 Est. Cost $42.00 Unrealized -4.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $202 Shares 2,250 Est. Cost $110.55 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $201 Shares 411 Est. Cost $414.76 Unrealized +23.0%
NUVEEN MUN VALUE FD INC COM 0.1%
Value ($000) $199 Shares 23,506 Est. Cost $9.95 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $196 Shares 2,506 Est. Cost $75.32 Unrealized +2.4%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.1%
Value ($000) $194 Shares 3,398 Est. Cost $65.18 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $192 Shares 3,975 Est. Cost $58.35 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $191 Shares 573 Est. Cost $347.15 Unrealized -5.9%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value ($000) $190 Shares 4,760 Est. Cost $47.12 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $189 Shares 3,366 Est. Cost $40.34 Unrealized +39.0%
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $189 Shares 2,375 Est. Cost $88.86 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $183 Shares 2,916 Est. Cost $74.26 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $178 Shares 1,470 Est. Cost $136.34 Unrealized +12.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $176 Shares 438 Est. Cost $485.75 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $174 Shares 450 Est. Cost $321.59 Unrealized +18.4%
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.1%
Value ($000) $174 Shares 8,328 Est. Cost $30.00 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $166 Shares 1,744 Est. Cost $73.02 Unrealized +20.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $166 Shares 2,741 Est. Cost $95.37 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $165 Shares 1,916 Est. Cost $74.23 Unrealized +8.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $163 Shares 1,684 Est. Cost $109.31 Unrealized -8.5%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $161 Shares 966 Est. Cost $189.48 Unrealized -14.4%
CLNE CLEAN ENERGY FUELS CORP COM 0.1%
Value ($000) $160 Shares 29,917 Est. Cost $6.44 Unrealized -2.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $148 Shares 2,229 Est. Cost $74.92 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $144 Shares 900 Est. Cost $139.77 Unrealized +12.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $143 Shares 1,564 Est. Cost $94.13 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $139 Shares 538 Est. Cost $264.09 Unrealized -8.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $138 Shares 167 Est. Cost $1088.25 Unrealized -21.0%
ROYCE VALUE TR INC COM 0.0%
Value ($000) $136 Shares 10,817 Est. Cost $15.44 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $136 Shares 479 Est. Cost $352.73 Unrealized -7.8%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $135 Shares 2,436 Est. Cost $69.48 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $132 Shares 12,765 Est. Cost $10.86 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $131 Shares 857 Est. Cost $142.06 Unrealized +7.1%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $130 Shares 2,828 Est. Cost $48.26 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $130 Shares 1,415 Est. Cost $125.70 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $130 Shares 2,940 Est. Cost $44.22 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $129 Shares 899 Est. Cost $87.84 Unrealized +51.2%
META META PLATFORMS INC CL A 0.0%
Value ($000) $129 Shares 950 Est. Cost $274.87 Unrealized -41.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $127 Shares 1,342 Est. Cost $103.58 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $126 Shares 345 Est. Cost $552.18 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $125 Shares 1,129 Est. Cost $127.35 Unrealized -24.3%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $125 Shares 451 Est. Cost $200.81 Unrealized +31.9%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $124 Shares 2,455 Est. Cost $62.25 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $122 Shares 1,600 Est. Cost $70.48 Unrealized +13.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $122 Shares 1,963 Est. Cost $47.78 Unrealized +25.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $122 Shares 1,194 Est. Cost $66.21 Unrealized +33.2%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $115 Shares 2,740 Est. Cost $46.53 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $113 Shares 626 Est. Cost $204.80 Unrealized -11.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $112 Shares 1,280 Est. Cost $110.94 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $110 Shares 3,094 Est. Cost $50.45 Unrealized -25.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $109 Shares 809 Est. Cost $158.67 Unrealized -8.6%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $109 Shares 2,796 Est. Cost $43.06 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $109 Shares 516 Est. Cost $178.57 Unrealized +18.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $109 Shares 240 Est. Cost $357.60 Unrealized +27.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $109 Shares 1,485 Est. Cost $68.17 Unrealized +13.9%
AA ALCOA CORP COM 0.0%
Value ($000) $107 Shares 3,190 Est. Cost $40.63 Unrealized +10.4%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $107 Shares 879 Est. Cost $24.57 Unrealized -35.7%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $102 Shares 2,989 Est. Cost $43.34 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $100 Shares 3,419 Est. Cost $50.76 Unrealized -33.7%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $98 Shares 4,225 Est. Cost $23.20 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $97 Shares 2,171 Est. Cost $62.43 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $97 Shares 1,806 Est. Cost $68.43 Unrealized -25.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $95 Shares 2,471 Est. Cost $48.56 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $93 Shares 4,851 Est. Cost $21.47 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $92 Shares 788 Est. Cost $156.57 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $91 Shares 2,610 Est. Cost $50.19 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $91 Shares 613 Est. Cost $196.19 Unrealized -17.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $91 Shares 1,480 Est. Cost $57.32 Unrealized -2.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $91 Shares 1,425 Est. Cost $81.73 Unrealized -15.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $91 Shares 1,796 Est. Cost $70.45 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $87 Shares 323 Est. Cost $279.37 Unrealized -1.3%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $87 Shares 389 Est. Cost $248.89 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $83 Shares 2,543 Est. Cost $38.72 Unrealized
EAOR ISHARES ESG AWARE GROWTH ALLOCATION ETF 0.0%
Value ($000) $82 Shares 3,323 Est. Cost $30.87 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $82 Shares 352 Est. Cost $247.68 Unrealized -8.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $82 Shares 638 Est. Cost $155.17 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $82 Shares 1,906 Est. Cost $53.99 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $82 Shares 149 Est. Cost $823.32 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $81 Shares 6,969 Est. Cost $16.71 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $80 Shares 311 Est. Cost $325.89 Unrealized -15.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $80 Shares 1,600 Est. Cost $66.25 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $79 Shares 3,300 Est. Cost $23.94 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $79 Shares 707 Est. Cost $99.29 Unrealized +12.9%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $78 Shares 14,739 Est. Cost $7.78 Unrealized -18.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $78 Shares 505 Est. Cost $162.80 Unrealized -6.9%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $78 Shares 266 Est. Cost $258.96 Unrealized +8.6%
WMT WALMART INC COM 0.0%
Value ($000) $78 Shares 604 Est. Cost $45.47 Unrealized -7.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $76 Shares 524 Est. Cost $175.84 Unrealized -18.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $76 Shares 1,889 Est. Cost $42.65 Unrealized -7.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $74 Shares 1,037 Est. Cost $54.83 Unrealized +13.6%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $74 Shares 3,049 Est. Cost $25.81 Unrealized
VIRTUS TOTAL RETURN FD INC COM 0.0%
Value ($000) $74 Shares 11,900 Est. Cost $12.56 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $72 Shares 2,125 Est. Cost $40.77 Unrealized
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $71 Shares 5,850 Est. Cost $16.24 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $70 Shares 1,144 Est. Cost $66.58 Unrealized -2.8%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $69 Shares 923 Est. Cost $150.32 Unrealized -44.1%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $67 Shares 940 Est. Cost $87.05 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $67 Shares 467 Est. Cost $252.52 Unrealized -33.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $63 Shares 186 Est. Cost $235.87 Unrealized +44.7%
TER TERADYNE INC COM 0.0%
Value ($000) $63 Shares 844 Est. Cost $124.55 Unrealized -27.9%
T AT&T INC COM 0.0%
Value ($000) $63 Shares 4,137 Est. Cost $15.33 Unrealized -1.6%
KR KROGER CO COM 0.0%
Value ($000) $61 Shares 1,398 Est. Cost $38.24 Unrealized +15.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $60 Shares 536 Est. Cost $115.50 Unrealized -1.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $60 Shares 3,414 Est. Cost $20.64 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $60 Shares 1,403 Est. Cost $52.23 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $77.00 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $57 Shares 532 Est. Cost $115.71 Unrealized -3.8%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $57 Shares 1,504 Est. Cost $65.84 Unrealized -23.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $56 Shares 300 Est. Cost $35.98 Unrealized +2.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $56 Shares 80 Est. Cost $44.05 Unrealized +5.9%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $56 Shares 1,311 Est. Cost $37.97 Unrealized +1.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $55 Shares 760 Est. Cost $80.88 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $54 Shares 705 Est. Cost $73.66 Unrealized +5.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $54 Shares 197 Est. Cost $580.90 Unrealized -34.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $53 Shares 672 Est. Cost $97.52 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $52 Shares 317 Est. Cost $186.36 Unrealized -1.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $52 Shares 571 Est. Cost $99.96 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $52 Shares 693 Est. Cost $97.05 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 967 Est. Cost $72.33 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $51 Shares 840 Est. Cost $83.06 Unrealized -15.5%
ARCONIC CORPORATION COM 0.0%
Value ($000) $50 Shares 2,915 Est. Cost $31.56 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $50 Shares 245 Est. Cost $255.22 Unrealized -20.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $50 Shares 428 Est. Cost $92.84 Unrealized +18.3%
VFC V F CORP COM 0.0%
Value ($000) $49 Shares 1,637 Est. Cost $76.73 Unrealized -43.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $49 Shares 330 Est. Cost $247.97 Unrealized -21.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $48 Shares 267 Est. Cost $220.97 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $47 Shares 967 Est. Cost $74.50 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $46 Shares 555 Est. Cost $138.66 Unrealized -26.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $104.44 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $45 Shares 537 Est. Cost $122.47 Unrealized -24.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $45 Shares 545 Est. Cost $114.28 Unrealized -15.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $45 Shares 1,619 Est. Cost $39.35 Unrealized -21.5%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $44 Shares 1,753 Est. Cost $26.24 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $44 Shares 208 Est. Cost $253.72 Unrealized -12.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $44 Shares 295 Est. Cost $150.89 Unrealized +1.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $43 Shares 456 Est. Cost $112.50 Unrealized -7.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 358 Est. Cost $149.64 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $43 Shares 262 Est. Cost $189.35 Unrealized -9.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $43 Shares 309 Est. Cost $155.29 Unrealized -4.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $42 Shares 682 Est. Cost $71.08 Unrealized -14.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $42 Shares 1,367 Est. Cost $36.97 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $41 Shares 1,302 Est. Cost $33.64 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $41 Shares 1,702 Est. Cost $26.44 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $41 Shares 2,080 Est. Cost $14.42 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $40 Shares 471 Est. Cost $105.71 Unrealized -25.9%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $40 Shares 500 Est. Cost $88.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $40 Shares 309 Est. Cost $159.46 Unrealized -12.2%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $40 Shares 1,499 Est. Cost $23.08 Unrealized +5.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $40 Shares 165 Est. Cost $202.60 Unrealized +14.5%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $40 Shares 1,611 Est. Cost $25.45 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $40 Shares 600 Est. Cost $68.33 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $40 Shares 720 Est. Cost $119.44 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $39 Shares 1,302 Est. Cost $39.32 Unrealized -22.2%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $39 Shares 625 Est. Cost $62.23 Unrealized -30.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $39 Shares 1,722 Est. Cost $25.27 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $39 Shares 250 Est. Cost $164.00 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $39 Shares 470 Est. Cost $100.33 Unrealized -13.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $39 Shares 652 Est. Cost $80.88 Unrealized -17.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $39 Shares 190 Est. Cost $278.95 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $38 Shares 89 Est. Cost $566.33 Unrealized -22.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $38 Shares 903 Est. Cost $58.48 Unrealized -25.3%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $38 Shares 506 Est. Cost $95.35 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $79.49 Unrealized -49.9%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $38 Shares 568 Est. Cost $74.79 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $38 Shares 179 Est. Cost $248.67 Unrealized -8.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $38 Shares 217 Est. Cost $149.08 Unrealized +6.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $37 Shares 562 Est. Cost $65.81 Unrealized +7.0%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $36 Shares 2,199 Est. Cost $20.92 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $36 Shares 310 Est. Cost $137.15 Unrealized -17.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $151.43 Unrealized -17.2%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $35 Shares 880 Est. Cost $109.09 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $35 Shares 510 Est. Cost $97.82 Unrealized -15.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $35 Shares 156 Est. Cost $229.54 Unrealized +2.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $34 Shares 362 Est. Cost $87.25 Unrealized +7.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $34 Shares 160 Est. Cost $275.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $34 Shares 622 Est. Cost $71.56 Unrealized -22.7%
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.0%
Value ($000) $34 Shares 4,107 Est. Cost $10.05 Unrealized -17.7%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $34 Shares 294 Est. Cost $101.29 Unrealized +13.3%
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $34 Shares 341 Est. Cost $108.06 Unrealized -11.7%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $34 Shares 240 Est. Cost $137.72 Unrealized +7.3%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $33 Shares 1,018 Est. Cost $41.28 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $32 Shares 564 Est. Cost $57.94 Unrealized -3.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $167.86 Unrealized -4.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $31 Shares 846 Est. Cost $29.90 Unrealized +13.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $31 Shares 411 Est. Cost $52.29 Unrealized +29.6%
GLW CORNING INC COM 0.0%
Value ($000) $30 Shares 1,050 Est. Cost $35.29 Unrealized -12.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $29 Shares 362 Est. Cost $107.40 Unrealized -24.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $29 Shares 219 Est. Cost $144.46 Unrealized -7.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $29 Shares 414 Est. Cost $70.50 Unrealized +7.4%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $29 Shares 280 Est. Cost $145.08 Unrealized -29.9%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $29 Shares 435 Est. Cost $64.66 Unrealized -0.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $28 Shares 690 Est. Cost $46.29 Unrealized -15.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $28 Shares 199 Est. Cost $170.86 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $28 Shares 238 Est. Cost $157.89 Unrealized -22.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $28 Shares 145 Est. Cost $282.76 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $27 Shares 751 Est. Cost $58.40 Unrealized -28.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $27 Shares 407 Est. Cost $35.22 Unrealized -0.1%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $27 Shares 619 Est. Cost $54.93 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $27 Shares 181 Est. Cost $210.74 Unrealized -32.2%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $27 Shares 417 Est. Cost $70.77 Unrealized -3.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $207.27 Unrealized +19.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $26 Shares 84 Est. Cost $394.19 Unrealized -11.8%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $26 Shares 701 Est. Cost $44.89 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $26 Shares 675 Est. Cost $47.41 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $25 Shares 1,008 Est. Cost $23.33 Unrealized +13.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $25 Shares 155 Est. Cost $192.08 Unrealized -10.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $25 Shares 289 Est. Cost $229.16 Unrealized -61.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $25 Shares 406 Est. Cost $78.82 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $24 Shares 322 Est. Cost $74.42 Unrealized
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $24 Shares 240 Est. Cost $221.80 Unrealized -44.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $24 Shares 54 Est. Cost $44.61 Unrealized +7.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $23 Shares 514 Est. Cost $60.31 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $23 Shares 440 Est. Cost $59.09 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $22 Shares 376 Est. Cost $53.81 Unrealized +6.5%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $22 Shares 927 Est. Cost $42.34 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $21 Shares 166 Est. Cost $136.02 Unrealized -0.8%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $20 Shares 457 Est. Cost $52.01 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $61.23 Unrealized +23.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $20 Shares 537 Est. Cost $74.04 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $20 Shares 824 Est. Cost $30.34 Unrealized
AI POWERED EQUITY ETF 0.0%
Value ($000) $20 Shares 684 Est. Cost $40.94 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $20 Shares 533 Est. Cost $66.14 Unrealized -36.9%
DOW DOW INC COM 0.0%
Value ($000) $20 Shares 466 Est. Cost $46.92 Unrealized -11.6%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 263 Est. Cost $87.33 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 130 Est. Cost $170.67 Unrealized -16.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 248 Est. Cost $112.90 Unrealized
MERRIMACK PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $4.80 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $19 Shares 215 Est. Cost $112.02 Unrealized -14.5%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $19 Shares 412 Est. Cost $49.77 Unrealized -7.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $18 Shares 157 Est. Cost $129.65 Unrealized -6.1%
CSX CSX CORP COM 0.0%
Value ($000) $18 Shares 681 Est. Cost $30.14 Unrealized -1.8%
FTS FORTIS INC COM 0.0%
Value ($000) $18 Shares 478 Est. Cost $38.22 Unrealized +3.5%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $17 Shares 405 Est. Cost $48.44 Unrealized +0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $17 Shares 181 Est. Cost $91.41 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 98 Est. Cost $193.88 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $17 Shares 108 Est. Cost $194.44 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $17 Shares 460 Est. Cost $43.42 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $17 Shares 2,250 Est. Cost $8.36 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $17 Shares 392 Est. Cost $56.12 Unrealized
EAOA ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $17 Shares 650 Est. Cost $31.50 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $17 Shares 532 Est. Cost $39.47 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $17 Shares 1,630 Est. Cost $11.66 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $16 Shares 111 Est. Cost $158.00 Unrealized -3.1%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 384 Est. Cost $49.48 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $16 Shares 250 Est. Cost $62.79 Unrealized +15.4%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $208.96 Unrealized -26.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $16 Shares 88 Est. Cost $175.92 Unrealized +3.3%
ZS ZSCALER INC COM 0.0%
Value ($000) $16 Shares 97 Est. Cost $314.89 Unrealized -48.0%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $16 Shares 1,369 Est. Cost $13.35 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $15 Shares 178 Est. Cost $58.54 Unrealized +22.6%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $15 Shares 346 Est. Cost $52.23 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $15 Shares 262 Est. Cost $69.19 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $15 Shares 119 Est. Cost $164.67 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $15 Shares 1,525 Est. Cost $10.49 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $14 Shares 306 Est. Cost $99.36 Unrealized -50.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $67.39 Unrealized -1.8%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $14 Shares 1,166 Est. Cost $18.73 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $14 Shares 319 Est. Cost $43.89 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 264 Est. Cost $60.61 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $14 Shares 1,240 Est. Cost $14.03 Unrealized -7.3%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $56.67 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $57.14 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 115 Est. Cost $130.10 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $13 Shares 308 Est. Cost $50.64 Unrealized -7.3%
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $13 Shares 1,264 Est. Cost $11.08 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $90.79 Unrealized -23.4%
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value ($000) $13 Shares 1,411 Est. Cost $10.63 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $13 Shares 280 Est. Cost $50.00 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $13 Shares 1,817 Est. Cost $28.67 Unrealized -64.5%
MET METLIFE INC COM 0.0%
Value ($000) $13 Shares 220 Est. Cost $53.66 Unrealized +7.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 449 Est. Cost $26.73 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $13 Shares 100 Est. Cost $170.00 Unrealized
GAN LTD SHS 0.0%
Value ($000) $12 Shares 5,558 Est. Cost $4.86 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $282.26 Unrealized -11.2%
STT STATE STR CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $75.12 Unrealized -19.2%
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $12 Shares 180 Est. Cost $71.14 Unrealized +2.2%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $12 Shares 1,191 Est. Cost $11.75 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $425.92 Unrealized -29.1%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $12 Shares 1,128 Est. Cost $11.52 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $11 Shares 90 Est. Cost $133.33 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $81.20 Unrealized +11.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 67 Est. Cost $153.40 Unrealized +12.0%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $11 Shares 722 Est. Cost $23.62 Unrealized
FCTR FIRST TRUST LUNT U.S. FACTOR ROTATION ETF 0.0%
Value ($000) $11 Shares 425 Est. Cost $33.57 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $11 Shares 143 Est. Cost $76.92 Unrealized
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $11 Shares 33 Est. Cost $666.67 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $11 Shares 293 Est. Cost $29.30 Unrealized +33.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 922 Est. Cost $17.84 Unrealized -23.8%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $25.45 Unrealized -48.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $284.68 Unrealized -22.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $58.41 Unrealized +48.8%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $10 Shares 1,433 Est. Cost $7.68 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $120.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $81.15 Unrealized +6.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $10 Shares 118 Est. Cost $41.94 Unrealized +9.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $141.64 Unrealized -24.8%
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $10 Shares 472 Est. Cost $25.42 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 225 Est. Cost $53.33 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $10 Shares 120 Est. Cost $108.33 Unrealized
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.0%
Value ($000) $10 Shares 281 Est. Cost $44.81 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $195.90 Unrealized +0.7%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $10 Shares 97 Est. Cost $82.47 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $10 Shares 528 Est. Cost $51.73 Unrealized -16.2%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $9 Shares 207 Est. Cost $49.13 Unrealized -18.1%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $9 Shares 43 Est. Cost $217.12 Unrealized -9.2%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $9 Shares 55 Est. Cost $200.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 38 Est. Cost $202.75 Unrealized +13.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $71.85 Unrealized +0.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $9 Shares 380 Est. Cost $23.68 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $9 Shares 132 Est. Cost $81.45 Unrealized -8.8%
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $9 Shares 397 Est. Cost $24.77 Unrealized +5.0%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $9 Shares 83 Est. Cost $132.53 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $62.43 Unrealized +9.5%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $8 Shares 240 Est. Cost $55.42 Unrealized -33.1%
LOW LOWES COS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $213.75 Unrealized -14.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 229 Est. Cost $34.27 Unrealized
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value ($000) $8 Shares 2,517 Est. Cost $3.58 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $65.12 Unrealized +52.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $89.41 Unrealized +20.2%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $8 Shares 360 Est. Cost $30.56 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 38 Est. Cost $289.47 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $33.39 Unrealized -1.0%
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $8 Shares 177 Est. Cost $56.50 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $8 Shares 147 Est. Cost $35.96 Unrealized +29.7%
FAST FASTENAL CO COM 0.0%
Value ($000) $8 Shares 184 Est. Cost $26.02 Unrealized -10.9%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $8 Shares 234 Est. Cost $38.46 Unrealized
EMXF ISHARES ESG ADVANCED MSCI EM ETF 0.0%
Value ($000) $8 Shares 256 Est. Cost $39.06 Unrealized
STEM INC COM 0.0%
Value ($000) $8 Shares 620 Est. Cost $6.45 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $9.45 Unrealized +6.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $149.37 Unrealized -13.7%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 405 Est. Cost $29.63 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $8 Shares 163 Est. Cost $48.85 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.77 Unrealized +8.2%
PPL PPL CORP COM 0.0%
Value ($000) $7 Shares 283 Est. Cost $24.81 Unrealized +2.7%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.00 Unrealized
JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 0.0%
Value ($000) $7 Shares 160 Est. Cost $65.69 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $88.03 Unrealized -61.3%
HAS HASBRO INC COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $81.04 Unrealized -16.2%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.0%
Value ($000) $7 Shares 162 Est. Cost $49.38 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME TR SH BEN INT 0.0%
Value ($000) $7 Shares 691 Est. Cost $11.58 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 92 Est. Cost $301.70 Unrealized -68.4%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $128.84 Unrealized -1.4%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $6 Shares 98 Est. Cost $81.63 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $6 Shares 144 Est. Cost $47.45 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $6 Shares 185 Est. Cost $52.46 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $6 Shares 754 Est. Cost $11.72 Unrealized -28.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $6 Shares 67 Est. Cost $75.59 Unrealized +13.6%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $6 Shares 206 Est. Cost $22.75 Unrealized +22.6%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $193.76 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 525 Est. Cost $11.70 Unrealized -7.1%
EAOM ISHARES ESG AWARE MODERATE ALLOCATION ETF 0.0%
Value ($000) $6 Shares 276 Est. Cost $28.99 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $6 Shares 20 Est. Cost $350.00 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 73 Est. Cost $143.71 Unrealized
VYX NCR CORP NEW COM 0.0%
Value ($000) $6 Shares 320 Est. Cost $26.02 Unrealized -29.5%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $95.24 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $55.05 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.31 Unrealized -0.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $120.00 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $5 Shares 429 Est. Cost $18.59 Unrealized -16.2%
INGR INGREDION INC COM 0.0%
Value ($000) $5 Shares 62 Est. Cost $95.72 Unrealized -8.3%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $5 Shares 124 Est. Cost $36.18 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $5 Shares 211 Est. Cost $30.42 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $5 Shares 23 Est. Cost $322.22 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $5 Shares 22 Est. Cost $302.54 Unrealized -20.5%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $204.48 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $30.02 Unrealized +102.2%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $5 Shares 182 Est. Cost $27.47 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $5 Shares 419 Est. Cost $11.93 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $80.36 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $77.75 Unrealized -25.7%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 128 Est. Cost $39.06 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $5 Shares 64 Est. Cost $118.86 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $5 Shares 92 Est. Cost $50.47 Unrealized -1.4%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $129.63 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $5 Shares 328 Est. Cost $49.23 Unrealized -54.4%
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 206 Est. Cost $24.00 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $36.67 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $37.27 Unrealized -34.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.00 Unrealized +28.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $5 Shares 67 Est. Cost $89.55 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
BBHY JPMORGAN HIGH YIELD RESEARCH ENHANCED ETF 0.0%
Value ($000) $4 Shares 104 Est. Cost $53.94 Unrealized
KARS KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF 0.0%
Value ($000) $4 Shares 142 Est. Cost $30.45 Unrealized
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $4 Shares 150 Est. Cost $34.57 Unrealized -13.2%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 180 Est. Cost $25.97 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $586.49 Unrealized -27.9%
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $101.90 Unrealized -5.9%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $117.40 Unrealized -18.2%
KEUA KRANESHARES EUROPEAN CARBON ALLOWANCE STRATEGY ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $35.29 Unrealized
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $46.64 Unrealized -10.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $150.00 Unrealized -30.7%
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $4 Shares 383 Est. Cost $10.44 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $130.74 Unrealized -5.0%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $4 Shares 421 Est. Cost $11.88 Unrealized
VOXX INTL CORP CL A 0.0%
Value ($000) $4 Shares 550 Est. Cost $9.09 Unrealized
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $4 Shares 670 Est. Cost $5.97 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $4 Shares 341 Est. Cost $22.70 Unrealized -28.7%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 175 Est. Cost $28.57 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.95 Unrealized -0.3%
STERICYCLE INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $70.00 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $4 Shares 345 Est. Cost $11.59 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $286.25 Unrealized -9.5%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $4 Shares 130 Est. Cost $53.04 Unrealized -35.9%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $49.50 Unrealized -4.3%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $114.26 Unrealized -20.3%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 180 Est. Cost $26.37 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $45.58 Unrealized +11.1%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $3 Shares 1,325 Est. Cost $4.08 Unrealized -17.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $215.34 Unrealized -26.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $619.03 Unrealized -40.7%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $3 Shares 319 Est. Cost $12.54 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.32 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $3 Shares 75 Est. Cost $53.33 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $99.59 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $201.00 Unrealized -22.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $234.38 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $37.26 Unrealized -17.5%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $46.47 Unrealized -33.0%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $3 Shares 147 Est. Cost $20.41 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $158.98 Unrealized -39.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $76.31 Unrealized +6.1%
NUE NUCOR CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $115.55 Unrealized +3.1%
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $3 Shares 190 Est. Cost $20.96 Unrealized -3.2%
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 364 Est. Cost $8.24 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $272.73 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 400 Est. Cost $21.59 Unrealized -51.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 190 Est. Cost $13.20 Unrealized +11.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $88.84 Unrealized -8.3%
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $3 Shares 320 Est. Cost $9.38 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.32 Unrealized -6.9%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $57.49 Unrealized +5.2%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
BNY MELLON STRATEGIC MUN BD FD COM 0.0%
Value ($000) $3 Shares 565 Est. Cost $7.08 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $184.91 Unrealized 0.0%
FEDERATED HERMES PREM MUNI INM COM 0.0%
Value ($000) $3 Shares 333 Est. Cost $12.01 Unrealized
XPZCX PIMCO CALIF MUN INCOME FD III COM 0.0%
Value ($000) $3 Shares 343 Est. Cost $8.75 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $3 Shares 844 Est. Cost $3.55 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $88.72 Unrealized -29.2%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $3 Shares 43 Est. Cost $84.62 Unrealized -11.1%
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $3 Shares 557 Est. Cost $7.18 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 32 Est. Cost $78.00 Unrealized -0.7%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 70 Est. Cost $89.86 Unrealized -50.8%
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $103.45 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.87 Unrealized -22.5%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $2 Shares 91 Est. Cost $32.97 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.21 Unrealized -14.2%
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.36 Unrealized +19.1%
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $327.75 Unrealized -35.2%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 365 Est. Cost $5.48 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $6.97 Unrealized -72.5%
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 -18.6%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $1 Shares 31 Est. Cost $52.11 Unrealized -35.3%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.67 Unrealized -4.4%
FBCV FIDELITY BLUE CHIP VALUE ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $1 Shares 51 Est. Cost $28.95 Unrealized +4.0%
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $157.89 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.20 Unrealized +16.7%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
CONNS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $22.90 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 27 Est. Cost $25.42 Unrealized +2.9%
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $77.03 Unrealized +30.9%
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $1 Shares 415 Est. Cost $7.83 Unrealized -59.0%
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.35 Unrealized -14.2%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $54.82 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 16 Est. Cost $148.15 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 445 Est. Cost $4.74 Unrealized 0.0%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $1 Shares 340 Est. Cost $11.76 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.42 Unrealized
WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.33 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.35 Unrealized +17.2%
INVESCO GROWTH MULTI-ASSET ALLOCATION ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.79 Unrealized -54.6%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $87.00 Unrealized -0.3%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CAPSTONE GREEN ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.87 Unrealized -39.3%
RUBIUS THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $3.95 Unrealized
BLACKROCK MUNIHLDGS NY QLTY FD COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $20.83 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.08 Unrealized +12.9%
NAVIOS MARITIME HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.65 Unrealized
PIMCO MUN INCOME FD COM 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.31 Unrealized -2.5%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $16.67 Unrealized