Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $145,724 (100.0% shares, 0.0% debt)

Holdings (243)

ARTNA ARTESIAN RES CORP 7.1%
Value ($000) $10,295 Shares 212,042 Est. Cost $30.33 Unrealized +36.2%
AMZN AMAZON COM INC 5.8%
Value ($000) $8,407 Shares 2,579 Est. Cost $101.26 Unrealized +52.6%
MSFT MICROSOFT CORP 5.6%
Value ($000) $8,222 Shares 26,669 Est. Cost $108.93 Unrealized +167.5%
JNJ JOHNSON & JOHNSON 5.5%
Value ($000) $7,949 Shares 44,850 Est. Cost $118.46 Unrealized +28.1%
GOOG ALPHABET INC 4.9%
Value ($000) $7,147 Shares 2,559 Est. Cost $68.99 Unrealized +95.6%
AAPL APPLE INC 4.7%
Value ($000) $6,850 Shares 39,233 Est. Cost $99.31 Unrealized +66.0%
GOOGL ALPHABET INC 3.9%
Value ($000) $5,727 Shares 2,059 Est. Cost $81.57 Unrealized +65.3%
PEP PEPSICO INC 3.9%
Value ($000) $5,649 Shares 33,752 Est. Cost $96.12 Unrealized +54.4%
CMCSA COMCAST CORP NEW 3.0%
Value ($000) $4,426 Shares 94,538 Est. Cost $39.04 Unrealized +9.8%
VZ VERIZON COMMUNICATIONS INC 3.0%
Value ($000) $4,402 Shares 86,418 Est. Cost $40.53 Unrealized +2.4%
MRK MERCK & CO INC 2.6%
Value ($000) $3,847 Shares 46,882 Est. Cost $58.28 Unrealized +19.8%
BSX BOSTON SCIENTIFIC CORP 2.5%
Value ($000) $3,699 Shares 83,519 Est. Cost $37.70 Unrealized +15.0%
PPL PPL CORP 2.1%
Value ($000) $3,099 Shares 108,523 Est. Cost $22.04 Unrealized +12.0%
DRI DARDEN RESTAURANTS INC 2.1%
Value ($000) $2,998 Shares 22,552 Est. Cost $121.52 Unrealized +0.0%
MIDD MIDDLEBY CORP 2.0%
Value ($000) $2,911 Shares 17,759 Est. Cost $137.02 Unrealized +32.5%
CAT CATERPILLAR INC 1.9%
Value ($000) $2,805 Shares 12,589 Est. Cost $163.36 Unrealized +19.6%
TGT TARGET CORP 1.8%
Value ($000) $2,607 Shares 12,286 Est. Cost $164.72 Unrealized +16.1%
WTRG ESSENTIAL UTILS INC 1.7%
Value ($000) $2,500 Shares 48,896 Est. Cost $46.25 Unrealized +4.3%
PAYX PAYCHEX INC 1.7%
Value ($000) $2,499 Shares 18,311 Est. Cost $76.76 Unrealized +43.0%
KMB KIMBERLY-CLARK CORP 1.6%
Value ($000) $2,402 Shares 19,504 Est. Cost $110.05 Unrealized +3.6%
WMT WALMART INC 1.6%
Value ($000) $2,307 Shares 15,494 Est. Cost $45.05 Unrealized -1.0%
ZBH ZIMMER BIOMET HOLDINGS INC 1.6%
Value ($000) $2,270 Shares 17,749 Est. Cost $113.48 Unrealized +2.6%
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $2,242 Shares 37,921 Est. Cost $20.29 Unrealized +119.6%
BAX BAXTER INTL INC 1.5%
Value ($000) $2,162 Shares 27,887 Est. Cost $74.72 Unrealized +2.3%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $2,160 Shares 28,488 Est. Cost $67.94 Unrealized +6.5%
LUV SOUTHWEST AIRLS CO 1.4%
Value ($000) $2,038 Shares 44,496 Est. Cost $49.99 Unrealized -18.2%
QSR RESTAURANT BRANDS INTL INC 1.4%
Value ($000) $2,008 Shares 34,385 Est. Cost $57.57 Unrealized -1.2%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $1,907 Shares 11,711 Est. Cost $83.82 Unrealized +46.4%
GNRC GENERAC HLDGS INC 1.2%
Value ($000) $1,801 Shares 6,060 Est. Cost $299.98 Unrealized 0.0%
DIS DISNEY WALT CO 1.2%
Value ($000) $1,770 Shares 12,904 Est. Cost $127.51 Unrealized +10.8%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $1,705 Shares 12,506 Est. Cost $113.87 Unrealized +17.4%
XEL XCEL ENERGY INC 1.1%
Value ($000) $1,538 Shares 21,310 Est. Cost $56.71 Unrealized +6.5%
UNILEVER PLC 1.0%
Value ($000) $1,487 Shares 32,622 Est. Cost $55.34 Unrealized
LLY LILLY ELI & CO 0.9%
Value ($000) $1,382 Shares 4,827 Est. Cost $183.83 Unrealized +35.2%
LINDE PLC 0.9%
Value ($000) $1,278 Shares 4,000 Est. Cost $156.00 Unrealized
GPN GLOBAL PMTS INC 0.8%
Value ($000) $1,236 Shares 9,032 Est. Cost $143.68 Unrealized -6.4%
STIP ISHARES TR 0.6%
Value ($000) $910 Shares 8,668 Est. Cost $105.76 Unrealized
PARAMOUNT GLOBAL CLASS B 0.6%
Value ($000) $868 Shares 22,948 Est. Cost $39.52 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $806 Shares 15,565 Est. Cost $29.66 Unrealized +43.2%
SNAP SNAP INC 0.5%
Value ($000) $757 Shares 21,035 Est. Cost $66.45 Unrealized -45.6%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $710 Shares 6,359 Est. Cost $74.57 Unrealized +19.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $669 Shares 7,896 Est. Cost $67.40 Unrealized +6.9%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $630 Shares 10,030 Est. Cost $38.42 Unrealized +52.7%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $579 Shares 7,294 Est. Cost $55.83 Unrealized +44.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $515 Shares 1,460 Est. Cost $190.93 Unrealized +69.4%
FDX FEDEX CORP 0.3%
Value ($000) $458 Shares 1,978 Est. Cost $235.82 Unrealized -8.4%
CVGW CALAVO GROWERS INC 0.3%
Value ($000) $442 Shares 12,115 Est. Cost $53.78 Unrealized -30.0%
TZOO TRAVELZOO 0.3%
Value ($000) $426 Shares 64,938 Est. Cost $14.44 Unrealized -41.2%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $392 Shares 1,400 Est. Cost $146.34 Unrealized +83.3%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $389 Shares 10,152 Est. Cost $28.84 Unrealized
UGI UGI CORP NEW 0.3%
Value ($000) $376 Shares 10,390 Est. Cost $49.97 Unrealized -20.0%
EXC EXELON CORP 0.2%
Value ($000) $345 Shares 7,247 Est. Cost $24.52 Unrealized +50.2%
JJSF J & J SNACK FOODS CORP 0.2%
Value ($000) $313 Shares 2,020 Est. Cost $124.06 Unrealized +15.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $273 Shares 605 Est. Cost $325.47 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $266 Shares 2,829 Est. Cost $59.38 Unrealized +39.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $241 Shares 3,985 Est. Cost $65.27 Unrealized -3.1%
V VISA INC 0.2%
Value ($000) $224 Shares 1,008 Est. Cost $184.97 Unrealized +13.6%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $213 Shares 2,550 Est. Cost $63.45 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $203 Shares 3,800 Est. Cost $49.60 Unrealized +7.9%
HD HOME DEPOT INC 0.1%
Value ($000) $187 Shares 625 Est. Cost $212.06 Unrealized +48.1%
LCII LCI INDUSTRIE 0.1%
Value ($000) $183 Shares 1,760 Est. Cost $116.87 Unrealized -8.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $177 Shares 4,208 Est. Cost $38.70 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $174 Shares 2,366 Est. Cost $27.24 Unrealized +10.4%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $171 Shares 2,800 Est. Cost $49.03 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $167 Shares 4,050 Est. Cost $35.90 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $167 Shares 2,046 Est. Cost $55.37 Unrealized +31.2%
T AT&T INC 0.1%
Value ($000) $154 Shares 6,500 Est. Cost $14.33 Unrealized +4.1%
META META PLATFORMS INC 0.1%
Value ($000) $149 Shares 669 Est. Cost $148.76 Unrealized +66.8%
AVGO BROADCOM INC 0.1%
Value ($000) $149 Shares 236 Est. Cost $31.30 Unrealized +75.9%
YORW YORK WTR CO 0.1%
Value ($000) $145 Shares 3,227 Est. Cost $33.09 Unrealized +23.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $127 Shares 2,759 Est. Cost $44.84 Unrealized -0.5%
TSLA TESLA INC 0.1%
Value ($000) $122 Shares 113 Est. Cost $215.52 Unrealized +44.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $121 Shares 489 Est. Cost $173.53 Unrealized +31.3%
IVV ISHARES TR 0.1%
Value ($000) $120 Shares 265 Est. Cost $400.64 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $120 Shares 2,901 Est. Cost $21.89 Unrealized +86.5%
DOW DOW INC 0.1%
Value ($000) $120 Shares 1,881 Est. Cost $26.85 Unrealized +79.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $119 Shares 868 Est. Cost $100.23 Unrealized
SOUTH JERSEY INDS INC 0.1%
Value ($000) $114 Shares 3,300 Est. Cost $19.64 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $113 Shares 974 Est. Cost $83.10 Unrealized +59.8%
UNP UNION PAC CORP 0.1%
Value ($000) $112 Shares 409 Est. Cost $141.44 Unrealized +63.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $106 Shares 1,347 Est. Cost $72.81 Unrealized
CMS CMS ENGERY CORP 0.1%
Value ($000) $98 Shares 1,408 Est. Cost $54.55 Unrealized +5.4%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $98 Shares 2,072 Est. Cost $57.65 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $96 Shares 1,673 Est. Cost $24.35 Unrealized +101.2%
BA BOEING CO 0.1%
Value ($000) $94 Shares 491 Est. Cost $199.20 Unrealized +0.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $93 Shares 1,122 Est. Cost $56.39 Unrealized +20.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $89 Shares 269 Est. Cost $209.96 Unrealized +52.3%
CSX CSX CORP 0.1%
Value ($000) $86 Shares 2,284 Est. Cost $26.93 Unrealized +24.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $84 Shares 850 Est. Cost $66.90 Unrealized +29.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $84 Shares 400 Est. Cost $142.90 Unrealized +42.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $84 Shares 172 Est. Cost $325.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $75 Shares 2,905 Est. Cost $18.12 Unrealized
EXEL EXELIXIS INC 0.1%
Value ($000) $73 Shares 3,200 Est. Cost $23.26 Unrealized -16.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $70 Shares 700 Est. Cost $34.28 Unrealized +132.3%
NTR NUTRIEN LTD 0.0%
Value ($000) $69 Shares 665 Est. Cost $49.46 Unrealized +48.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $68 Shares 1,300 Est. Cost $26.79 Unrealized +38.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $67 Shares 508 Est. Cost $48.49 Unrealized +136.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $66 Shares 650 Est. Cost $66.11 Unrealized +39.2%
IJR ISHARES TR 0.0%
Value ($000) $66 Shares 609 Est. Cost $81.53 Unrealized
WYNN WYNN RESORTS 0.0%
Value ($000) $65 Shares 812 Est. Cost $117.28 Unrealized -30.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $65 Shares 491 Est. Cost $96.49 Unrealized +29.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $62 Shares 386 Est. Cost $79.17 Unrealized +71.1%
BDC BELDEN INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.01 Unrealized +7.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $55 Shares 985 Est. Cost $47.25 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $55 Shares 326 Est. Cost $139.94 Unrealized +6.5%
USB US BANCORP DEL 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $27.85 Unrealized +71.8%
F FORD MTR CO DEL 0.0%
Value ($000) $50 Shares 2,960 Est. Cost $8.13 Unrealized +79.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $48 Shares 1,037 Est. Cost $42.10 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $21.56 Unrealized +18.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $47 Shares 136 Est. Cost $276.29 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $46 Shares 170 Est. Cost $21.53 Unrealized +16.3%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $46 Shares 990 Est. Cost $51.58 Unrealized -4.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $45 Shares 455 Est. Cost $79.03 Unrealized +13.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $45 Shares 245 Est. Cost $118.69 Unrealized +32.5%
DGRO ISHARES TR 0.0%
Value ($000) $42 Shares 783 Est. Cost $53.64 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $41 Shares 677 Est. Cost $65.96 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $41 Shares 270 Est. Cost $74.77 Unrealized +97.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $41 Shares 271 Est. Cost $104.98 Unrealized +46.3%
MRNA MODERNA INC 0.0%
Value ($000) $41 Shares 240 Est. Cost $179.88 Unrealized -6.4%
IJH ISHARES TR 0.0%
Value ($000) $40 Shares 150 Est. Cost $266.67 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $36 Shares 1,688 Est. Cost $12.59 Unrealized +62.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $36 Shares 380 Est. Cost $62.17 Unrealized +21.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $35 Shares 145 Est. Cost $187.95 Unrealized +9.0%
HOWARD HUGHES CORP 0.0%
Value ($000) $34 Shares 329 Est. Cost $88.15 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $34 Shares 93 Est. Cost $280.81 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $34 Shares 541 Est. Cost $40.66 Unrealized +33.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $33 Shares 450 Est. Cost $48.21 Unrealized +17.9%
MUELLER INDS INC 0.0%
Value ($000) $32 Shares 592 Est. Cost $40.54 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $32 Shares 365 Est. Cost $87.67 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $30 Shares 143 Est. Cost $234.02 Unrealized -9.1%
IWM ISHARES TR 0.0%
Value ($000) $30 Shares 147 Est. Cost $142.16 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $28 Shares 2,605 Est. Cost $13.33 Unrealized -17.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 162 Est. Cost $162.50 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $27 Shares 100 Est. Cost $173.69 Unrealized +42.9%
BLACKROCK INC 0.0%
Value ($000) $27 Shares 35 Est. Cost $823.58 Unrealized
PROSHARES TR 0.0%
Value ($000) $26 Shares 1,985 Est. Cost $12.77 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 63 Est. Cost $285.71 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $26 Shares 950 Est. Cost $42.90 Unrealized -37.9%
GREAT PANTHER MNG LTD 0.0%
Value ($000) $25 Shares 97,815 Est. Cost $0.50 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $25 Shares 202 Est. Cost $114.69 Unrealized +27.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $22 Shares 144 Est. Cost $109.59 Unrealized +29.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $48.15 Unrealized +4.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 549 Est. Cost $24.88 Unrealized +24.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $20 Shares 262 Est. Cost $47.48 Unrealized +58.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $19 Shares 398 Est. Cost $23.51 Unrealized +106.3%
IEFA ISHARES TR 0.0%
Value ($000) $18 Shares 258 Est. Cost $69.77 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $18 Shares 300 Est. Cost $56.00 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $18 Shares 100 Est. Cost $166.67 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $18 Shares 267 Est. Cost $44.94 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $14.87 Unrealized +71.0%
BROOKFIELD ASSET MGM FCLASS A 0.0%
Value ($000) $17 Shares 307 Est. Cost $50.12 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $17 Shares 167 Est. Cost $101.80 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $40.78 Unrealized +108.8%
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $17 Shares 650 Est. Cost $17.93 Unrealized +63.9%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $16 Shares 352 Est. Cost $45.45 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $174.32 Unrealized -12.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 61 Est. Cost $196.72 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $16 Shares 261 Est. Cost $25.75 Unrealized +113.7%
ABBV ABBVIE INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $109.02 Unrealized +16.0%
SUSA ISHARES TR 0.0%
Value ($000) $15 Shares 155 Est. Cost $97.19 Unrealized
VFC V F CORP 0.0%
Value ($000) $13 Shares 220 Est. Cost $58.24 Unrealized +6.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $13 Shares 300 Est. Cost $48.17 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $112.10 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $107.20 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $13 Shares 350 Est. Cost $27.68 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $12 Shares 102 Est. Cost $87.18 Unrealized +32.3%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $22.09 Unrealized +20.6%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.04 Unrealized +6.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $11 Shares 124 Est. Cost $62.95 Unrealized -7.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $177.17 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $230.34 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $11 Shares 192 Est. Cost $62.50 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $10 Shares 100 Est. Cost $74.29 Unrealized 0.0%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $9 Shares 800 Est. Cost $12.50 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $9 Shares 203 Est. Cost $24.76 Unrealized +74.1%
RUN SUNRUN INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.89 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $8 Shares 28 Est. Cost $187.50 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $8 Shares 234 Est. Cost $28.95 Unrealized +11.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 28 Est. Cost $166.67 Unrealized
LPL LG DISPLAY CO LTD 0.0%
Value ($000) $7 Shares 825 Est. Cost $10.91 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.50 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $6 Shares 60 Est. Cost $133.33 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $6 Shares 280 Est. Cost $21.11 Unrealized -13.5%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 156 Est. Cost $38.46 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $49.89 Unrealized +17.8%
DRIV GLOBAL X FDS 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
QUOTIENT TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $11.00 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $6 Shares 44 Est. Cost $165.35 Unrealized -18.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 60 Est. Cost $42.34 Unrealized +96.9%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.76 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 64 Est. Cost $85.94 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 48 Est. Cost $104.17 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 20 Est. Cost $200.00 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.70 Unrealized -7.4%
ISTB ISHARES TR 0.0%
Value ($000) $5 Shares 106 Est. Cost $47.17 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $227.99 Unrealized -49.7%
XTN SPDR SER TR 0.0%
Value ($000) $5 Shares 53 Est. Cost $94.34 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $344.57 Unrealized -2.0%
INTC INTEL CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $53.20 Unrealized -13.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $75.94 Unrealized
CEL-SCI CORP 0.0%
Value ($000) $4 Shares 1,100 Est. Cost $15.06 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $4 Shares 61 Est. Cost $45.29 Unrealized +22.2%
XYZ BLOCK INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $256.87 Unrealized -52.9%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $15.98 Unrealized +135.3%
AOK ISHARES TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.71 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 6 Est. Cost $335.12 Unrealized +8.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $3 Shares 30 Est. Cost $133.33 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $109.76 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 80 Est. Cost $26.93 Unrealized +6.0%
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.47 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.29 Unrealized +9.3%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.20 Unrealized +7.5%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.17 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.65 Unrealized -14.4%
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized -7.9%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 315 Est. Cost $16.59 Unrealized
AVIR ATEA PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.74 Unrealized -75.5%
ZIMVIE INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.24 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.86 Unrealized -42.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.82 Unrealized +29.5%
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.87 Unrealized -28.4%
REDHILL BIOPHARMA LTD 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.01 Unrealized -24.7%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BTBT BIT DIGITAL INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.57 Unrealized -56.1%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.57 Unrealized +1.1%