Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 22, 2022

Total Value ($000): $115,627 (100.0% shares, 0.0% debt)

Holdings (235)

ARTNA ARTESIAN RES CORP 9.0%
Value ($000) $10,448 Shares 212,492 Est. Cost $30.33 Unrealized +38.1%
JNJ JOHNSON & JOHNSON 6.8%
Value ($000) $7,814 Shares 44,020 Est. Cost $118.46 Unrealized +35.0%
MSFT MICROSOFT CORP 5.7%
Value ($000) $6,549 Shares 25,500 Est. Cost $108.93 Unrealized +141.8%
PEP PEPSICO INC 5.0%
Value ($000) $5,732 Shares 34,396 Est. Cost $97.12 Unrealized +54.2%
GOOG ALPHABET INC 4.1%
Value ($000) $4,714 Shares 2,155 Est. Cost $68.99 Unrealized +70.0%
VZ VERIZON COMMUNICATIONS INC 3.8%
Value ($000) $4,372 Shares 86,151 Est. Cost $40.53 Unrealized -1.0%
MRK MERCK & CO INC 3.6%
Value ($000) $4,110 Shares 45,080 Est. Cost $58.28 Unrealized +35.9%
GOOGL ALPHABET INC 3.4%
Value ($000) $3,929 Shares 1,803 Est. Cost $81.57 Unrealized +43.2%
BSX BOSTON SCIENTIFIC CORP 3.2%
Value ($000) $3,744 Shares 100,449 Est. Cost $38.20 Unrealized +6.5%
WTRG ESSENTIAL UTILS INC 3.2%
Value ($000) $3,721 Shares 81,159 Est. Cost $46.33 Unrealized +0.3%
CMCSA COMCAST CORP NEW 3.1%
Value ($000) $3,604 Shares 91,833 Est. Cost $39.04 Unrealized -1.7%
PPL PPL CORP 2.5%
Value ($000) $2,875 Shares 105,959 Est. Cost $22.04 Unrealized +14.8%
KMB KIMBERLY-CLARK CORP 2.4%
Value ($000) $2,773 Shares 20,516 Est. Cost $110.28 Unrealized +4.1%
ZBH ZIMMER BIOMET HOLDINGS INC 2.2%
Value ($000) $2,565 Shares 24,417 Est. Cost $113.86 Unrealized +0.9%
DRI DARDEN RESTAURANTS INC 2.2%
Value ($000) $2,514 Shares 22,227 Est. Cost $121.52 Unrealized -8.7%
UNILEVER PLC 1.9%
Value ($000) $2,172 Shares 47,397 Est. Cost $52.37 Unrealized
DVN DEVON ENERGY CORP NEW 1.8%
Value ($000) $2,070 Shares 37,560 Est. Cost $20.29 Unrealized +169.2%
CAT CATERPILLAR INC 1.8%
Value ($000) $2,043 Shares 11,428 Est. Cost $163.36 Unrealized +20.8%
CL COLGATE PALMOLIVE CO 1.7%
Value ($000) $1,936 Shares 24,159 Est. Cost $67.94 Unrealized +5.7%
QSR RESTAURANT BRANDS INTL INC 1.6%
Value ($000) $1,886 Shares 37,614 Est. Cost $57.22 Unrealized -6.5%
BAX BAXTER INTL INC 1.6%
Value ($000) $1,832 Shares 28,477 Est. Cost $74.54 Unrealized -10.9%
WMT WALMART INC 1.5%
Value ($000) $1,767 Shares 14,534 Est. Cost $45.05 Unrealized -2.3%
AAPL APPLE INC 1.5%
Value ($000) $1,701 Shares 12,441 Est. Cost $99.31 Unrealized +49.7%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $1,674 Shares 11,565 Est. Cost $83.82 Unrealized +70.2%
PAYX PAYCHEX INC 1.4%
Value ($000) $1,664 Shares 14,610 Est. Cost $76.76 Unrealized +47.1%
LUV SOUTHWEST AIRLS CO 1.4%
Value ($000) $1,596 Shares 44,196 Est. Cost $49.99 Unrealized -20.0%
MIDD MIDDLEBY CORP 1.3%
Value ($000) $1,551 Shares 12,374 Est. Cost $137.02 Unrealized +5.4%
XEL XCEL ENERGY INC 1.3%
Value ($000) $1,490 Shares 21,054 Est. Cost $56.71 Unrealized +13.5%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $1,401 Shares 12,445 Est. Cost $113.87 Unrealized -0.7%
LLY LILLY ELI & CO 1.1%
Value ($000) $1,314 Shares 4,052 Est. Cost $183.83 Unrealized +58.3%
DIS DISNEY WALT CO 1.1%
Value ($000) $1,219 Shares 12,909 Est. Cost $127.51 Unrealized -15.0%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $1,202 Shares 20,997 Est. Cost $57.90 Unrealized +0.9%
LINDE PLC 1.0%
Value ($000) $1,150 Shares 4,000 Est. Cost $156.00 Unrealized
GPN GLOBAL PMTS INC 0.9%
Value ($000) $1,004 Shares 9,072 Est. Cost $143.68 Unrealized -15.1%
GNRC GENERAC HLDGS INC 0.8%
Value ($000) $964 Shares 4,580 Est. Cost $299.98 Unrealized -18.0%
PFE PFIZER INC 0.7%
Value ($000) $812 Shares 15,488 Est. Cost $29.66 Unrealized +41.6%
CSX CSX CORP 0.7%
Value ($000) $759 Shares 26,134 Est. Cost $30.59 Unrealized +1.1%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $667 Shares 8,611 Est. Cost $67.52 Unrealized +2.0%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $617 Shares 9,938 Est. Cost $38.42 Unrealized +49.0%
PARAMOUNT GLOBAL CLASS B 0.5%
Value ($000) $566 Shares 22,948 Est. Cost $24.66 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $558 Shares 5,209 Est. Cost $74.57 Unrealized +27.9%
EXC EXELON CORP 0.5%
Value ($000) $530 Shares 11,702 Est. Cost $30.88 Unrealized +33.5%
KR KROGER CO 0.4%
Value ($000) $473 Shares 10,000 Est. Cost $49.21 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $465 Shares 7,094 Est. Cost $55.83 Unrealized +30.1%
FDX FEDEX CORP 0.4%
Value ($000) $409 Shares 1,804 Est. Cost $235.82 Unrealized -16.6%
UGI UGI CORP NEW 0.3%
Value ($000) $388 Shares 10,041 Est. Cost $49.97 Unrealized -22.4%
TZOO TRAVELZOO 0.3%
Value ($000) $385 Shares 63,538 Est. Cost $14.44 Unrealized -54.5%
CVGW CALAVO GROWERS INC 0.3%
Value ($000) $379 Shares 9,090 Est. Cost $53.78 Unrealized -37.8%
JJSF J & J SNACK FOODS CORP 0.2%
Value ($000) $282 Shares 2,022 Est. Cost $124.06 Unrealized +2.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $282 Shares 8,963 Est. Cost $28.84 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $279 Shares 1,400 Est. Cost $146.34 Unrealized +44.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $279 Shares 2,830 Est. Cost $59.38 Unrealized +43.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $253 Shares 2,380 Est. Cost $101.26 Unrealized +23.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $230 Shares 610 Est. Cost $325.47 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $223 Shares 1,580 Est. Cost $164.72 Unrealized +3.3%
V VISA INC 0.2%
Value ($000) $198 Shares 1,008 Est. Cost $184.97 Unrealized +8.7%
LCII LCI INDUSTRIE 0.2%
Value ($000) $197 Shares 1,760 Est. Cost $116.87 Unrealized -19.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $194 Shares 710 Est. Cost $190.93 Unrealized +64.3%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $181 Shares 4,208 Est. Cost $38.70 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $171 Shares 625 Est. Cost $212.06 Unrealized +26.9%
T AT&T INC 0.1%
Value ($000) $136 Shares 6,500 Est. Cost $14.33 Unrealized +13.8%
YORW YORK WTR CO 0.1%
Value ($000) $130 Shares 3,227 Est. Cost $33.09 Unrealized +12.2%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $128 Shares 2,800 Est. Cost $49.03 Unrealized +3.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $121 Shares 490 Est. Cost $173.53 Unrealized +30.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $114 Shares 3,175 Est. Cost $35.90 Unrealized +6.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $111 Shares 868 Est. Cost $100.23 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $103 Shares 1,847 Est. Cost $27.24 Unrealized -7.0%
SOUTH JERSEY INDS INC 0.1%
Value ($000) $99 Shares 2,900 Est. Cost $19.64 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $98 Shares 2,759 Est. Cost $44.84 Unrealized -16.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $96 Shares 1,122 Est. Cost $56.39 Unrealized +41.1%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $95 Shares 1,322 Est. Cost $72.81 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $95 Shares 250 Est. Cost $400.64 Unrealized
CMS C M S ENERGY CORP 0.1%
Value ($000) $95 Shares 1,408 Est. Cost $54.55 Unrealized +13.0%
META META PLATFORMS INC 0.1%
Value ($000) $89 Shares 551 Est. Cost $148.76 Unrealized +28.8%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $88 Shares 2,819 Est. Cost $21.89 Unrealized +49.5%
DOW DOW INC 0.1%
Value ($000) $87 Shares 1,682 Est. Cost $26.85 Unrealized +92.9%
SYY SYSCO CORP 0.1%
Value ($000) $85 Shares 1,000 Est. Cost $55.37 Unrealized +36.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $82 Shares 850 Est. Cost $66.90 Unrealized +32.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $80 Shares 270 Est. Cost $209.96 Unrealized +35.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $73 Shares 400 Est. Cost $142.90 Unrealized +28.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $71 Shares 172 Est. Cost $325.58 Unrealized
SNAP SNAP INC 0.1%
Value ($000) $71 Shares 5,400 Est. Cost $66.45 Unrealized -65.7%
TSLA TESLA INC 0.1%
Value ($000) $69 Shares 102 Est. Cost $215.52 Unrealized +26.7%
EXEL EXELIXIS INC 0.1%
Value ($000) $67 Shares 3,200 Est. Cost $23.26 Unrealized -11.4%
BA BOEING CO 0.1%
Value ($000) $67 Shares 491 Est. Cost $199.20 Unrealized -25.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $63 Shares 700 Est. Cost $34.28 Unrealized +162.3%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $61 Shares 1,564 Est. Cost $57.65 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $60 Shares 650 Est. Cost $66.11 Unrealized +29.9%
IJR ISHARES TR 0.0%
Value ($000) $56 Shares 609 Est. Cost $81.53 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $26.79 Unrealized +43.5%
BDC BELDEN INC 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $53.01 Unrealized +0.1%
MARATHON OIL CORP 0.0%
Value ($000) $52 Shares 2,300 Est. Cost $22.61 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $51 Shares 239 Est. Cost $141.44 Unrealized +47.6%
USB US BANCORP DEL 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $27.85 Unrealized +50.5%
WYNN WYNN RESORTS 0.0%
Value ($000) $46 Shares 812 Est. Cost $117.28 Unrealized -45.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $45 Shares 491 Est. Cost $96.49 Unrealized +0.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $45 Shares 386 Est. Cost $79.17 Unrealized +55.8%
NI NISOURCE INC 00500 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $21.56 Unrealized +24.5%
C CITIGROUP INC 0.0%
Value ($000) $43 Shares 934 Est. Cost $49.60 Unrealized -11.8%
PROSHARES TR 0.0%
Value ($000) $40 Shares 1,985 Est. Cost $12.77 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $38 Shares 455 Est. Cost $79.03 Unrealized +10.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $38 Shares 245 Est. Cost $118.69 Unrealized +27.2%
DGRO ISHARES TR 0.0%
Value ($000) $37 Shares 783 Est. Cost $53.64 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $36 Shares 380 Est. Cost $62.17 Unrealized +35.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $36 Shares 285 Est. Cost $105.96 Unrealized +17.9%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $35 Shares 990 Est. Cost $51.58 Unrealized -27.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $35 Shares 450 Est. Cost $48.21 Unrealized +34.8%
IJH ISHARES TR 0.0%
Value ($000) $34 Shares 150 Est. Cost $266.67 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $34 Shares 270 Est. Cost $74.77 Unrealized +77.3%
KO COCA COLA CO 0.0%
Value ($000) $34 Shares 541 Est. Cost $40.66 Unrealized +39.6%
F FORD MTR CO DEL 0.0%
Value ($000) $33 Shares 2,960 Est. Cost $8.13 Unrealized +29.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $33 Shares 150 Est. Cost $188.80 Unrealized +13.1%
MUELLER INDS INC 0.0%
Value ($000) $32 Shares 592 Est. Cost $40.54 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $29 Shares 1,688 Est. Cost $12.59 Unrealized +50.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $29 Shares 365 Est. Cost $49.46 Unrealized +74.7%
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 541 Est. Cost $24.35 Unrealized +129.2%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $27 Shares 365 Est. Cost $87.67 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $27 Shares 2,605 Est. Cost $13.33 Unrealized -30.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $26 Shares 170 Est. Cost $21.53 Unrealized -12.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $26 Shares 85 Est. Cost $276.29 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $26 Shares 509 Est. Cost $65.96 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $24 Shares 143 Est. Cost $234.02 Unrealized -25.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 162 Est. Cost $162.50 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 63 Est. Cost $285.71 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $22 Shares 395 Est. Cost $65.27 Unrealized -12.0%
HOWARD HUGHES CORP 0.0%
Value ($000) $22 Shares 329 Est. Cost $88.15 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $21 Shares 549 Est. Cost $24.88 Unrealized +34.9%
BLACKROCK INC 0.0%
Value ($000) $21 Shares 35 Est. Cost $823.58 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $21 Shares 144 Est. Cost $109.59 Unrealized +25.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $21 Shares 1,571 Est. Cost $18.55 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $20 Shares 100 Est. Cost $173.69 Unrealized +30.1%
MRNA MODERNA INC 0.0%
Value ($000) $20 Shares 140 Est. Cost $179.88 Unrealized -20.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $19 Shares 278 Est. Cost $83.10 Unrealized +4.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $19 Shares 262 Est. Cost $47.48 Unrealized +46.3%
AVGO BROADCOM INC 0.0%
Value ($000) $19 Shares 40 Est. Cost $31.30 Unrealized +67.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $18 Shares 420 Est. Cost $47.89 Unrealized -10.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $14.87 Unrealized +88.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $166.67 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $17 Shares 950 Est. Cost $42.90 Unrealized -44.7%
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $17 Shares 650 Est. Cost $17.93 Unrealized +43.0%
ROKU ROKU INC 0.0%
Value ($000) $17 Shares 202 Est. Cost $114.69 Unrealized -15.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 210 Est. Cost $79.18 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 398 Est. Cost $23.51 Unrealized +70.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $16 Shares 300 Est. Cost $56.00 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $109.02 Unrealized +23.0%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $15 Shares 357 Est. Cost $45.41 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $174.32 Unrealized -13.4%
IEFA ISHARES TR 0.0%
Value ($000) $15 Shares 258 Est. Cost $69.77 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $15 Shares 167 Est. Cost $101.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $14 Shares 100 Est. Cost $112.10 Unrealized +4.8%
BROOKFIELD ASSET MGM FCLASS A 0.0%
Value ($000) $14 Shares 307 Est. Cost $50.12 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 61 Est. Cost $196.72 Unrealized
CEL-SCI CORP 0.0%
Value ($000) $14 Shares 3,100 Est. Cost $8.26 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $14 Shares 267 Est. Cost $44.94 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $40.78 Unrealized +93.2%
SUSA ISHARES TR 0.0%
Value ($000) $13 Shares 155 Est. Cost $97.19 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $13 Shares 261 Est. Cost $25.75 Unrealized +107.6%
GREAT PANTHER MNG LTD 0.0%
Value ($000) $12 Shares 97,815 Est. Cost $0.50 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $32.86 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $10 Shares 192 Est. Cost $62.50 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 350 Est. Cost $27.68 Unrealized +11.8%
VFC V F CORP 0.0%
Value ($000) $10 Shares 220 Est. Cost $58.24 Unrealized -13.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $10 Shares 300 Est. Cost $48.17 Unrealized -24.9%
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $10 Shares 404 Est. Cost $18.12 Unrealized
GLW CORNING INC 0.0%
Value ($000) $10 Shares 303 Est. Cost $31.05 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $177.17 Unrealized -13.4%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $9 Shares 100 Est. Cost $74.29 Unrealized +7.1%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $9 Shares 203 Est. Cost $24.76 Unrealized +74.6%
ADSK AUTODESK INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -16.5%
BX BLACKSTONE INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $107.20 Unrealized -10.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $8 Shares 124 Est. Cost $62.95 Unrealized -24.4%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.04 Unrealized -6.4%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $8 Shares 800 Est. Cost $12.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 157 Est. Cost $42.10 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $7 Shares 295 Est. Cost $27.89 Unrealized -13.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $7 Shares 92 Est. Cost $49.89 Unrealized +23.9%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.09 Unrealized +7.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 28 Est. Cost $166.67 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $6 Shares 234 Est. Cost $28.95 Unrealized -0.8%
IWF ISHARES TR 0.0%
Value ($000) $6 Shares 28 Est. Cost $187.50 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $5 Shares 106 Est. Cost $47.17 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $47.38 Unrealized +19.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 83 Est. Cost $84.34 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 156 Est. Cost $38.46 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $53.76 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 110 Est. Cost $67.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $5 Shares 34 Est. Cost $176.47 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.93 Unrealized 0.0%
DRIV GLOBAL X FDS 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4 Shares 60 Est. Cost $42.34 Unrealized +54.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 64 Est. Cost $85.94 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $4 Shares 250 Est. Cost $22.70 Unrealized -21.9%
XTN SPDR SER TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $94.34 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $4 Shares 40 Est. Cost $48.49 Unrealized +92.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 48 Est. Cost $104.17 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $4 Shares 280 Est. Cost $21.11 Unrealized -26.3%
IEMG ISHARES INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $53.20 Unrealized -23.6%
AOK ISHARES TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.71 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $227.99 Unrealized -64.5%
QUOTIENT TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $11.00 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $109.76 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $2 Shares 30 Est. Cost $133.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $166.67 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 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
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 8 Est. Cost $200.00 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.50 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $344.57 Unrealized -25.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.20 Unrealized +16.1%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $256.87 Unrealized -64.4%
AGNC AGNC INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
AVIR ATEA PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.74 Unrealized -75.4%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.82 Unrealized +3.8%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.86 Unrealized -60.7%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.25 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 -26.9%
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.65 Unrealized -40.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.29 Unrealized -12.8%
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized +23.5%
REDHILL BIOPHARMA LTD 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.24 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.57 Unrealized -2.5%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.93 Unrealized +9.6%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $142.16 Unrealized