Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $163,678 (100.0% shares, 0.0% debt)

Holdings (241)

ARTNA ARTESIAN RES CORP 6.2%
Value ($000) $10,175 Shares 219,616 Est. Cost $30.33 Unrealized +22.1%
MSFT MICROSOFT CORP 5.7%
Value ($000) $9,362 Shares 27,837 Est. Cost $108.93 Unrealized +187.7%
AMZN AMAZON COM INC 5.7%
Value ($000) $9,253 Shares 2,775 Est. Cost $101.26 Unrealized +69.0%
GOOG ALPHABET INC 5.2%
Value ($000) $8,455 Shares 2,922 Est. Cost $68.99 Unrealized +107.9%
JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $7,735 Shares 45,213 Est. Cost $118.46 Unrealized +22.5%
AAPL APPLE INC 4.5%
Value ($000) $7,377 Shares 41,543 Est. Cost $99.31 Unrealized +55.8%
GOOGL ALPHABET INC 3.9%
Value ($000) $6,362 Shares 2,196 Est. Cost $81.57 Unrealized +75.2%
PEP PEPSICO INC 3.8%
Value ($000) $6,203 Shares 35,710 Est. Cost $96.12 Unrealized +49.2%
PYPL PAYPAL HLDGS INC 3.3%
Value ($000) $5,368 Shares 28,466 Est. Cost $83.10 Unrealized +159.8%
META META PLATFORMS INC 3.0%
Value ($000) $4,848 Shares 14,414 Est. Cost $148.76 Unrealized +121.6%
CMCSA COMCAST CORP NEW 2.9%
Value ($000) $4,826 Shares 93,489 Est. Cost $39.00 Unrealized +18.3%
CVS CVS HEALTH CORP 2.7%
Value ($000) $4,342 Shares 42,086 Est. Cost $66.11 Unrealized +21.7%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $4,017 Shares 77,304 Est. Cost $40.42 Unrealized -0.1%
BSX BOSTON SCIENTIFIC CORP 2.3%
Value ($000) $3,732 Shares 87,854 Est. Cost $37.70 Unrealized +11.5%
MRK MERCK & CO INC 2.3%
Value ($000) $3,698 Shares 48,248 Est. Cost $58.28 Unrealized +19.9%
MIDD MIDDLEBY CORP 2.3%
Value ($000) $3,696 Shares 18,782 Est. Cost $137.02 Unrealized +33.2%
CAT CATERPILLAR INC 2.1%
Value ($000) $3,465 Shares 16,759 Est. Cost $163.36 Unrealized +14.3%
PPL PPL CORP 2.1%
Value ($000) $3,376 Shares 112,307 Est. Cost $22.04 Unrealized +13.1%
SNAP SNAP INC 1.9%
Value ($000) $3,112 Shares 66,165 Est. Cost $66.45 Unrealized -15.3%
PAYX PAYCHEX INC 1.8%
Value ($000) $2,871 Shares 21,032 Est. Cost $76.76 Unrealized +43.1%
DVN DEVON ENERGY CORP NEW 1.7%
Value ($000) $2,771 Shares 62,906 Est. Cost $20.29 Unrealized +65.6%
DRI DARDEN RESTAURANTS INC 1.6%
Value ($000) $2,599 Shares 17,256 Est. Cost $121.50 Unrealized +6.3%
WMT WALMART INC 1.6%
Value ($000) $2,575 Shares 17,800 Est. Cost $45.05 Unrealized +0.3%
LLY LILLY ELI & CO 1.4%
Value ($000) $2,332 Shares 8,442 Est. Cost $183.83 Unrealized +32.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.4%
Value ($000) $2,319 Shares 18,253 Est. Cost $113.48 Unrealized +11.2%
DIS DISNEY WALT CO 1.3%
Value ($000) $2,073 Shares 13,382 Est. Cost $127.51 Unrealized +23.7%
LUV SOUTHWEST AIRLS CO 1.2%
Value ($000) $1,945 Shares 45,400 Est. Cost $49.99 Unrealized -12.6%
UNILEVER PLC 1.1%
Value ($000) $1,756 Shares 32,647 Est. Cost $55.34 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $1,604 Shares 6,932 Est. Cost $144.17 Unrealized +48.6%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,565 Shares 13,340 Est. Cost $83.82 Unrealized +14.6%
XEL XCEL ENERGY INC 0.9%
Value ($000) $1,531 Shares 22,615 Est. Cost $56.71 Unrealized +0.2%
LINDE PLC 0.8%
Value ($000) $1,386 Shares 4,000 Est. Cost $156.00 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.8%
Value ($000) $1,259 Shares 20,755 Est. Cost $58.03 Unrealized +1.6%
GPN GLOBAL PMTS INC 0.7%
Value ($000) $1,218 Shares 9,013 Est. Cost $143.68 Unrealized -7.8%
STIP ISHARES TR 0.7%
Value ($000) $1,177 Shares 11,114 Est. Cost $105.76 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $991 Shares 6,256 Est. Cost $94.09 Unrealized +57.1%
PFE PFIZER INC 0.6%
Value ($000) $960 Shares 16,262 Est. Cost $29.66 Unrealized +35.6%
WTRG ESSENTIAL UTILS INC 0.6%
Value ($000) $951 Shares 17,716 Est. Cost $42.72 Unrealized +13.7%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $908 Shares 6,354 Est. Cost $101.84 Unrealized +13.2%
CVGW CALAVO GROWERS INC 0.6%
Value ($000) $906 Shares 21,365 Est. Cost $53.78 Unrealized -30.5%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $842 Shares 10,980 Est. Cost $55.83 Unrealized +30.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $813 Shares 8,706 Est. Cost $67.40 Unrealized +14.8%
BAX BAXTER INTL INC 0.5%
Value ($000) $795 Shares 9,262 Est. Cost $71.33 Unrealized +2.6%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $704 Shares 10,614 Est. Cost $38.42 Unrealized +44.0%
VIACOMCBS INC CLASS B 0.4%
Value ($000) $693 Shares 22,948 Est. Cost $39.52 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $671 Shares 6,396 Est. Cost $74.57 Unrealized +15.7%
TZOO TRAVELZOO 0.4%
Value ($000) $669 Shares 70,993 Est. Cost $14.44 Unrealized -26.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $560 Shares 6,559 Est. Cost $53.26 Unrealized +33.2%
HD HOME DEPOT INC 0.3%
Value ($000) $542 Shares 1,305 Est. Cost $212.06 Unrealized +61.8%
FDX FEDEX CORP 0.3%
Value ($000) $512 Shares 1,978 Est. Cost $235.82 Unrealized -6.7%
EXC EXELON CORP 0.3%
Value ($000) $494 Shares 8,553 Est. Cost $24.52 Unrealized +32.7%
UGI UGI CORP NEW 0.3%
Value ($000) $494 Shares 10,762 Est. Cost $49.97 Unrealized -11.0%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $488 Shares 1,400 Est. Cost $146.34 Unrealized +110.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $459 Shares 1,535 Est. Cost $190.93 Unrealized +50.0%
JJSF J & J SNACK FOODS CORP 0.2%
Value ($000) $382 Shares 2,419 Est. Cost $124.06 Unrealized +11.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $371 Shares 3,904 Est. Cost $59.38 Unrealized +28.5%
TJX TJX COS INC NEW 0.2%
Value ($000) $322 Shares 4,240 Est. Cost $65.27 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $309 Shares 7,922 Est. Cost $26.18 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $289 Shares 435 Est. Cost $31.30 Unrealized +65.4%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $278 Shares 586 Est. Cost $321.39 Unrealized
LCII L C I INDUSTRIE 0.2%
Value ($000) $274 Shares 1,760 Est. Cost $116.87 Unrealized +8.5%
T AT&T INC 0.2%
Value ($000) $264 Shares 10,719 Est. Cost $14.33 Unrealized +2.4%
V VISA INC 0.2%
Value ($000) $262 Shares 1,208 Est. Cost $184.97 Unrealized +12.5%
SCHJ SCHWAB STRATEGIC TR 0.2%
Value ($000) $258 Shares 5,100 Est. Cost $50.89 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $237 Shares 3,918 Est. Cost $49.60 Unrealized +15.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $216 Shares 2,673 Est. Cost $27.24 Unrealized +7.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $198 Shares 1,050 Est. Cost $79.87 Unrealized +100.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $180 Shares 673 Est. Cost $173.53 Unrealized +32.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $176 Shares 2,879 Est. Cost $56.39 Unrealized -4.4%
YORW YORK WTR CO 0.1%
Value ($000) $176 Shares 3,527 Est. Cost $33.09 Unrealized +31.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $170 Shares 3,824 Est. Cost $21.89 Unrealized +87.4%
SYY SYSCO CORP 0.1%
Value ($000) $160 Shares 2,040 Est. Cost $55.37 Unrealized +24.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $157 Shares 4,208 Est. Cost $38.70 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $153 Shares 2,830 Est. Cost $44.84 Unrealized +13.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $148 Shares 1,836 Est. Cost $72.81 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $143 Shares 2,300 Est. Cost $48.21 Unrealized +2.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $122 Shares 868 Est. Cost $100.23 Unrealized
DOW DOW INC 0.1%
Value ($000) $113 Shares 1,989 Est. Cost $26.85 Unrealized +67.8%
BA BOEING CO 0.1%
Value ($000) $109 Shares 541 Est. Cost $199.20 Unrealized +6.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $109 Shares 2,300 Est. Cost $26.79 Unrealized +22.4%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $108 Shares 1,052 Est. Cost $67.70 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $104 Shares 98 Est. Cost $200.83 Unrealized +67.0%
UNP UNION PAC CORP 0.1%
Value ($000) $103 Shares 409 Est. Cost $141.44 Unrealized +52.0%
PBTP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $101 Shares 3,800 Est. Cost $26.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $101 Shares 264 Est. Cost $207.88 Unrealized +71.5%
SOUTH JERSEY INDS INC 0.1%
Value ($000) $99 Shares 3,800 Est. Cost $19.64 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $99 Shares 400 Est. Cost $142.90 Unrealized +47.2%
F FORD MTR CO DEL 0.1%
Value ($000) $96 Shares 4,640 Est. Cost $8.13 Unrealized +72.2%
CMS C M S ENERGY CORP 0.1%
Value ($000) $92 Shares 1,408 Est. Cost $54.55 Unrealized -0.9%
CTVA CORTEVA INC 0.1%
Value ($000) $92 Shares 1,947 Est. Cost $24.35 Unrealized +78.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $89 Shares 172 Est. Cost $325.58 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $88 Shares 521 Est. Cost $79.17 Unrealized +66.7%
CSX CSX CORP 0.1%
Value ($000) $86 Shares 2,284 Est. Cost $26.93 Unrealized +23.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $81 Shares 700 Est. Cost $90.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $81 Shares 507 Est. Cost $48.49 Unrealized +150.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $76 Shares 491 Est. Cost $96.49 Unrealized +47.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $73 Shares 965 Est. Cost $49.46 Unrealized +24.6%
WYNN WYNN RESORTS 0.0%
Value ($000) $69 Shares 812 Est. Cost $117.28 Unrealized -26.6%
BDC BELDEN INC 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $53.01 Unrealized +17.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $66 Shares 680 Est. Cost $79.03 Unrealized -1.7%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $66 Shares 990 Est. Cost $51.58 Unrealized +33.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $64 Shares 2,905 Est. Cost $18.12 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $60 Shares 364 Est. Cost $109.59 Unrealized +22.4%
EXEL EXELIXIS INC 0.0%
Value ($000) $58 Shares 3,200 Est. Cost $23.26 Unrealized -17.7%
USB US BANCORP DEL 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $27.85 Unrealized +75.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $55 Shares 110 Est. Cost $302.02 Unrealized +39.8%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $54 Shares 326 Est. Cost $139.94 Unrealized +13.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $51 Shares 1,037 Est. Cost $42.10 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $51 Shares 700 Est. Cost $34.28 Unrealized +82.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $50 Shares 271 Est. Cost $104.98 Unrealized +39.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $49 Shares 136 Est. Cost $276.29 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $47 Shares 99 Est. Cost $313.13 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $47 Shares 270 Est. Cost $74.77 Unrealized +107.9%
ROKU ROKU INC 0.0%
Value ($000) $46 Shares 200 Est. Cost $114.37 Unrealized +135.8%
IWM ISHARES TR 0.0%
Value ($000) $46 Shares 207 Est. Cost $142.16 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $46 Shares 400 Est. Cost $67.50 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $45 Shares 525 Est. Cost $54.61 Unrealized +45.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $43 Shares 230 Est. Cost $116.17 Unrealized +46.5%
ABT ABBOTT LABS 0.0%
Value ($000) $42 Shares 301 Est. Cost $87.18 Unrealized +36.1%
NI NISOURCE INC 00500 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $21.56 Unrealized +2.9%
IHI ISHARES TR 0.0%
Value ($000) $40 Shares 611 Est. Cost $66.54 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $38 Shares 796 Est. Cost $23.51 Unrealized +88.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $38 Shares 984 Est. Cost $21.70 Unrealized +41.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $38 Shares 130 Est. Cost $20.46 Unrealized +34.2%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $37 Shares 93 Est. Cost $280.81 Unrealized
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $36 Shares 300 Est. Cost $146.67 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $36 Shares 143 Est. Cost $234.02 Unrealized +18.6%
MUELLER INDS INC 0.0%
Value ($000) $35 Shares 592 Est. Cost $40.54 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $35 Shares 2,605 Est. Cost $13.33 Unrealized -16.6%
HOWARD HUGHES CORP 0.0%
Value ($000) $33 Shares 329 Est. Cost $88.15 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $33 Shares 50 Est. Cost $617.25 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $32 Shares 1,688 Est. Cost $12.59 Unrealized +53.8%
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 541 Est. Cost $40.66 Unrealized +21.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $32 Shares 380 Est. Cost $62.17 Unrealized +9.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 161 Est. Cost $162.50 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 63 Est. Cost $285.71 Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $27 Shares 900 Est. Cost $17.93 Unrealized +62.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $27 Shares 100 Est. Cost $173.69 Unrealized +44.6%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $26 Shares 950 Est. Cost $42.90 Unrealized -28.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $26 Shares 125 Est. Cost $185.25 Unrealized 0.0%
BROOKFIELD ASSET MGM FCLASS A 0.0%
Value ($000) $25 Shares 528 Est. Cost $50.12 Unrealized
GREAT PANTHER MNG LTD 0.0%
Value ($000) $24 Shares 109,815 Est. Cost $0.50 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $23 Shares 262 Est. Cost $47.48 Unrealized +65.2%
BLACKROCK INC 0.0%
Value ($000) $23 Shares 25 Est. Cost $844.44 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $21 Shares 330 Est. Cost $47.70 Unrealized +5.8%
MS MORGAN STANLEY 0.0%
Value ($000) $20 Shares 200 Est. Cost $48.82 Unrealized +77.7%
TSN TYSON FOODS INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $51.19 Unrealized +40.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 529 Est. Cost $24.65 Unrealized +19.7%
SPYG SPDR SER TR 0.0%
Value ($000) $19 Shares 267 Est. Cost $44.94 Unrealized
PROSHARES TR 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.67 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $174.32 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $18 Shares 300 Est. Cost $56.00 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $40.78 Unrealized +104.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $5.27 Unrealized +260.6%
MRNA MODERNA INC 0.0%
Value ($000) $17 Shares 65 Est. Cost $210.91 Unrealized +38.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $17 Shares 600 Est. Cost $14.87 Unrealized +61.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $166.67 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $16 Shares 155 Est. Cost $97.19 Unrealized
VFC V F CORP 0.0%
Value ($000) $16 Shares 220 Est. Cost $58.24 Unrealized +25.4%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 61 Est. Cost $196.72 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $16 Shares 225 Est. Cost $64.87 Unrealized -13.9%
MONMOUTH REA ESTATE INVT CO 0.0%
Value ($000) $16 Shares 650 Est. Cost $24.62 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $15 Shares 48 Est. Cost $187.50 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $15 Shares 261 Est. Cost $25.75 Unrealized +101.2%
IWV ISHARES TR 0.0%
Value ($000) $13 Shares 46 Est. Cost $173.91 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $13 Shares 450 Est. Cost $22.09 Unrealized +40.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $12 Shares 124 Est. Cost $62.95 Unrealized -2.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 48 Est. Cost $166.67 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $11 Shares 192 Est. Cost $62.50 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $11 Shares 800 Est. Cost $12.50 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.04 Unrealized -0.0%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $11 Shares 450 Est. Cost $20.00 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $10 Shares 553 Est. Cost $18.08 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $10 Shares 203 Est. Cost $24.76 Unrealized +100.8%
IGSB ISHARES TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.25 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.51 Unrealized 0.0%
CEL-SCI CORP 0.0%
Value ($000) $8 Shares 1,100 Est. Cost $15.06 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $227.99 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $8 Shares 44 Est. Cost $165.35 Unrealized -11.9%
AVNS AVANOS MED INC 0.0%
Value ($000) $8 Shares 234 Est. Cost $28.95 Unrealized +11.7%
LPL LG DISPLAY CO LTD 0.0%
Value ($000) $8 Shares 825 Est. Cost $10.91 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $7 Shares 60 Est. Cost $133.33 Unrealized
QUOTIENT TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $11.00 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $49.89 Unrealized +10.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.70 Unrealized -10.5%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 20 Est. Cost $200.00 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.50 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 156 Est. Cost $38.46 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 83 Est. Cost $84.34 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.76 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 32 Est. Cost $93.75 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $5 Shares 53 Est. Cost $94.34 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $256.87 Unrealized -15.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $243.61 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 60 Est. Cost $42.34 Unrealized +80.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $5 Shares 280 Est. Cost $21.11 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $344.57 Unrealized +10.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.08 Unrealized +5.8%
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $76.72 Unrealized +32.6%
INTC INTEL CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $53.20 Unrealized -11.1%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $15.98 Unrealized +130.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $100.59 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $109.76 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 18 Est. Cost $166.67 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $4 Shares 15 Est. Cost $70.00 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $4 Shares 60 Est. Cost $45.12 Unrealized +22.7%
ARCIMOTO INC 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 85 Est. Cost $26.93 Unrealized +0.1%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $5.00 Unrealized
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $7.00 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.71 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 56 Est. Cost $45.12 Unrealized +10.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.29 Unrealized 0.0%
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.47 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.01 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $335.12 Unrealized -7.8%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.86 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.17 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.20 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 315 Est. Cost $16.59 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.65 Unrealized -7.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.82 Unrealized +35.6%
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized -4.0%
AVIR ATEA PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.74 Unrealized -43.8%
CANADIAN PAC RY LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.87 Unrealized -13.0%
REDHILL BIOPHARMA LTD 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
BTBT BIT DIGITAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.57 Unrealized 0.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.57 Unrealized 0.0%