ESL Trust Services, LLC Diversified Active

CIK: 0001785545 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $448,723 (100.0% shares, 0.0% debt)

Holdings (332)

IVV ISHARES CORE S&P 500 (MKT) 15.3%
Value ($000) $68,553 Shares 116,452 Est. Cost $341.02 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 12.2%
Value ($000) $54,656 Shares 621,792 Est. Cost $63.04 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 10.7%
Value ($000) $48,104 Shares 1,760,748 Est. Cost $38.14 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND 9.4%
Value ($000) $42,306 Shares 528,893 Est. Cost $69.38 Unrealized
AVDE AVANTIS INTL EQ ETF 9.4%
Value ($000) $42,301 Shares 689,270 Est. Cost $51.81 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 8.5%
Value ($000) $38,163 Shares 612,466 Est. Cost $85.45 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL 7.7%
Value ($000) $34,426 Shares 604,139 Est. Cost $55.10 Unrealized
XSOE WISDOMTREE EM MKTS EX-STT OWND 6.6%
Value ($000) $29,808 Shares 977,957 Est. Cost $30.42 Unrealized
FALN ISHARES FALN ANGLS USD BD ETF 6.6%
Value ($000) $29,795 Shares 1,115,496 Est. Cost $28.84 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.2%
Value ($000) $23,188 Shares 201,247 Est. Cost $86.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.1%
Value ($000) $4,738 Shares 63,401 Est. Cost $79.82 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE 0.4%
Value ($000) $1,754 Shares 37,490 Est. Cost $43.04 Unrealized
SPY SPDR S&P 500 (MKT) 0.3%
Value ($000) $1,349 Shares 2,302 Est. Cost $373.80 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,173 Shares 15,500 Est. Cost $76.48 Unrealized 0.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $1,048 Shares 23,795 Est. Cost $37.47 Unrealized
SONY SONY CORP 0.2%
Value ($000) $910 Shares 43,000 Est. Cost $21.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $859 Shares 2,965 Est. Cost $270.90 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $789 Shares 1,872 Est. Cost $181.28 Unrealized +133.0%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $743 Shares 9,822 Est. Cost $69.65 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $663 Shares 3,016 Est. Cost $213.69 Unrealized +1.2%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $633 Shares 2,640 Est. Cost $204.16 Unrealized +11.7%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $594 Shares 1,478 Est. Cost $222.09 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $561 Shares 4,900 Est. Cost $110.34 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $505 Shares 8,115 Est. Cost $62.70 Unrealized +0.6%
HD HOME DEPOT INC 0.1%
Value ($000) $475 Shares 1,221 Est. Cost $396.07 Unrealized +0.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $463 Shares 3,202 Est. Cost $148.80 Unrealized +0.5%
AAPL APPLE INC 0.1%
Value ($000) $451 Shares 1,802 Est. Cost $139.45 Unrealized +68.2%
SYK STRYKER CORP 0.1%
Value ($000) $436 Shares 1,210 Est. Cost $366.05 Unrealized +0.1%
MAS MASCO CORP 0.1%
Value ($000) $435 Shares 6,000 Est. Cost $78.41 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $414 Shares 4,000 Est. Cost $106.42 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $342 Shares 3,000 Est. Cost $130.47 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $333 Shares 4,043 Est. Cost $84.38 Unrealized +0.2%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $322 Shares 2,600 Est. Cost $117.51 Unrealized +1.3%
INTC INTEL CORP 0.1%
Value ($000) $318 Shares 15,850 Est. Cost $26.78 Unrealized -15.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $316 Shares 2,935 Est. Cost $112.04 Unrealized +0.3%
BLD TOPBUILD CORP 0.1%
Value ($000) $290 Shares 932 Est. Cost $366.68 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $280 Shares 1,680 Est. Cost $177.15 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $275 Shares 10,350 Est. Cost $25.06 Unrealized +0.2%
KEY KEYCORP DP 0.1%
Value ($000) $274 Shares 16,000 Est. Cost $16.99 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $269 Shares 3,828 Est. Cost $72.74 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $262 Shares 486 Est. Cost $485.24 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $261 Shares 1,241 Est. Cost $234.55 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $261 Shares 1,512 Est. Cost $168.37 Unrealized +0.2%
LIN LINDE PLC 0.1%
Value ($000) $255 Shares 609 Est. Cost $448.44 Unrealized +0.1%
LPX LOUISIANA-PACIFIC CORP 0.1%
Value ($000) $250 Shares 2,416 Est. Cost $108.76 Unrealized 0.0%
SHEL ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $250 Shares 3,984 Est. Cost $62.65 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $248 Shares 2,025 Est. Cost $129.44 Unrealized -0.2%
WEN WENDYS CO 0.1%
Value ($000) $242 Shares 14,866 Est. Cost $18.25 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $238 Shares 4,154 Est. Cost $59.16 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $238 Shares 1,646 Est. Cost $145.58 Unrealized -0.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $238 Shares 1,800 Est. Cost $132.21 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $231 Shares 1,650 Est. Cost $133.88 Unrealized +2.6%
ITT ITT INC 0.1%
Value ($000) $229 Shares 1,600 Est. Cost $149.74 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $228 Shares 3,250 Est. Cost $66.40 Unrealized +0.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $228 Shares 2,500 Est. Cost $93.94 Unrealized 0.0%
COR CENCORA, INC. 0.1%
Value ($000) $225 Shares 1,000 Est. Cost $233.11 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $224 Shares 484 Est. Cost $468.46 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $220 Shares 4,000 Est. Cost $58.97 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $220 Shares 2,464 Est. Cost $92.19 Unrealized +2.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $218 Shares 2,400 Est. Cost $93.07 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $213 Shares 7,584 Est. Cost $30.08 Unrealized 0.0%
AME AMETEK INC NEW 0.0%
Value ($000) $203 Shares 1,125 Est. Cost $180.74 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $201 Shares 910 Est. Cost $210.30 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $199 Shares 900 Est. Cost $231.32 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $199 Shares 2,352 Est. Cost $85.14 Unrealized +0.2%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $195 Shares 1,165 Est. Cost $159.56 Unrealized +3.9%
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $191 Shares 5,808 Est. Cost $26.12 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $167 Shares 1,480 Est. Cost $112.50 Unrealized +0.7%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $167 Shares 2,461 Est. Cost $65.92 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $155 Shares 1,338 Est. Cost $117.85 Unrealized +0.4%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $146 Shares 525 Est. Cost $269.95 Unrealized +0.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $139 Shares 594 Est. Cost $248.46 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $139 Shares 823 Est. Cost $173.14 Unrealized -0.1%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $139 Shares 1,694 Est. Cost $82.14 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $138 Shares 420 Est. Cost $311.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $137 Shares 474 Est. Cost $288.31 Unrealized +0.7%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $136 Shares 1,400 Est. Cost $97.94 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $135 Shares 1,055 Est. Cost $120.99 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $132 Shares 9,016 Est. Cost $17.05 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $125 Shares 1,256 Est. Cost $116.02 Unrealized -14.9%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $125 Shares 1,353 Est. Cost $93.11 Unrealized 0.0%
TGNA TEGNA INC 0.0%
Value ($000) $124 Shares 6,753 Est. Cost $17.50 Unrealized 0.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $110 Shares 313 Est. Cost $345.91 Unrealized +2.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $108 Shares 900 Est. Cost $120.59 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $105 Shares 2,000 Est. Cost $41.60 Unrealized +17.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $104 Shares 1,300 Est. Cost $88.04 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $103 Shares 800 Est. Cost $128.38 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $103 Shares 1,335 Est. Cost $78.69 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $103 Shares 540 Est. Cost $143.27 Unrealized +22.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $74.39 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $102 Shares 200 Est. Cost $511.23 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $101 Shares 400 Est. Cost $263.59 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $100 Shares 671 Est. Cost $134.10 Unrealized +15.8%
ORCL ORACLE CORP 0.0%
Value ($000) $100 Shares 600 Est. Cost $112.35 Unrealized +56.5%
NBTB NBT BANCORP INC 0.0%
Value ($000) $98 Shares 2,058 Est. Cost $47.59 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $98 Shares 4,282 Est. Cost $20.78 Unrealized +3.5%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $97 Shares 515 Est. Cost $158.42 Unrealized +21.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $94 Shares 1,227 Est. Cost $32.37 Unrealized +4.6%
V VISA INC 0.0%
Value ($000) $92 Shares 291 Est. Cost $293.51 Unrealized +1.6%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $91 Shares 1,370 Est. Cost $67.86 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $91 Shares 401 Est. Cost $202.31 Unrealized +0.6%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $90 Shares 1,013 Est. Cost $85.63 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $90 Shares 2,000 Est. Cost $53.65 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.0%
Value ($000) $89 Shares 479 Est. Cost $189.80 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $86 Shares 709 Est. Cost $94.67 Unrealized +24.3%
O REALTY INCOME CORP 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $48.62 Unrealized +12.1%
GLD SPDR GOLD SHARES (MKT) 0.0%
Value ($000) $85 Shares 352 Est. Cost $215.01 Unrealized
GSK GSK PLC 0.0%
Value ($000) $85 Shares 2,500 Est. Cost $42.87 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $83 Shares 432 Est. Cost $189.83 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $83 Shares 177 Est. Cost $490.48 Unrealized +0.5%
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $83 Shares 775 Est. Cost $107.22 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $81 Shares 2,027 Est. Cost $43.95 Unrealized -2.3%
VTRS VIATRIS INC 0.0%
Value ($000) $79 Shares 6,370 Est. Cost $11.63 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $79 Shares 888 Est. Cost $88.41 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $77 Shares 8,000 Est. Cost $11.97 Unrealized 0.0%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $36.39 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $74 Shares 7,900 Est. Cost $9.33 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $73 Shares 4,340 Est. Cost $18.61 Unrealized 0.0%
JNK SPDR BLOOMBERG BARCLAYS HIGH 0.0%
Value ($000) $73 Shares 766 Est. Cost $97.79 Unrealized
BA BOEING CO 0.0%
Value ($000) $71 Shares 400 Est. Cost $156.93 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $70 Shares 1,227 Est. Cost $56.25 Unrealized +3.9%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $69 Shares 750 Est. Cost $98.31 Unrealized 0.0%
TWI TITAN INTERNATIONAL INC IL 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $7.20 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $66 Shares 1,119 Est. Cost $47.01 Unrealized +17.8%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $64 Shares 704 Est. Cost $94.97 Unrealized +2.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $61 Shares 1,284 Est. Cost $50.17 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $61 Shares 304 Est. Cost $210.73 Unrealized +0.2%
ABBV ABBVIE INC SR NT 0.0%
Value ($000) $61 Shares 342 Est. Cost $160.68 Unrealized +10.4%
PJT PJT PARTNERS INC 0.0%
Value ($000) $59 Shares 375 Est. Cost $151.40 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $58 Shares 972 Est. Cost $63.84 Unrealized -0.4%
AVGO BROADCOM INC 0.0%
Value ($000) $58 Shares 250 Est. Cost $177.49 Unrealized +3.0%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $56 Shares 231 Est. Cost $228.59 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $55 Shares 200 Est. Cost $243.64 Unrealized +15.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $55 Shares 500 Est. Cost $109.96 Unrealized 0.0%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $54 Shares 989 Est. Cost $58.55 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $54 Shares 302 Est. Cost $170.68 Unrealized 0.0%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $53 Shares 543 Est. Cost $97.92 Unrealized
BRSL INTERNATIONAL GAME TECH 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $15.49 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $52 Shares 400 Est. Cost $114.08 Unrealized +14.1%
AMGN AMGEN INC 0.0%
Value ($000) $52 Shares 200 Est. Cost $286.05 Unrealized 0.0%
PDBC INVESCO OPTM YD DVRS CDTY STRA 0.0%
Value ($000) $48 Shares 3,720 Est. Cost $14.05 Unrealized
GLW CORNING INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $30.45 Unrealized +52.2%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. 0.0%
Value ($000) $46 Shares 399 Est. Cost $103.79 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $46 Shares 600 Est. Cost $74.59 Unrealized -0.9%
MS MORGAN STANLEY 0.0%
Value ($000) $45 Shares 360 Est. Cost $119.51 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $45 Shares 410 Est. Cost $113.08 Unrealized +0.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $45 Shares 474 Est. Cost $75.48 Unrealized +23.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 560 Est. Cost $84.84 Unrealized 0.0%
CMCSA COMCAST CORP 0.0%
Value ($000) $43 Shares 1,146 Est. Cost $39.95 Unrealized +0.1%
VFC V F CORP 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $20.37 Unrealized 0.0%
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $43 Shares 2,705 Est. Cost $15.18 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $42 Shares 300 Est. Cost $148.83 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $41 Shares 357 Est. Cost $123.15 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $41 Shares 187 Est. Cost $174.73 Unrealized +17.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $40 Shares 700 Est. Cost $48.00 Unrealized +9.5%
HPQ HP INC 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $34.20 Unrealized 0.0%
CARS CARS COM INC 0.0%
Value ($000) $39 Shares 2,251 Est. Cost $17.48 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $38 Shares 300 Est. Cost $127.13 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $44.04 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $38 Shares 300 Est. Cost $122.34 Unrealized 0.0%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $34 Shares 130 Est. Cost $249.86 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 289 Est. Cost $98.59 Unrealized +18.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $34 Shares 305 Est. Cost $103.03 Unrealized +0.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 252 Est. Cost $135.90 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $32 Shares 200 Est. Cost $157.37 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $32 Shares 604 Est. Cost $54.08 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $32 Shares 6,000 Est. Cost $5.10 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $31 Shares 180 Est. Cost $173.23 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $30 Shares 4,000 Est. Cost $8.34 Unrealized 0.0%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $29 Shares 1,146 Est. Cost $25.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $29 Shares 725 Est. Cost $38.07 Unrealized +3.5%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $28 Shares 191 Est. Cost $144.71 Unrealized
NWBI NORTHWEST BANCSHARES INC 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $12.72 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $26 Shares 141 Est. Cost $156.66 Unrealized +3.8%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $66.57 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $20.44 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $25 Shares 470 Est. Cost $51.32 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $25 Shares 166 Est. Cost $158.29 Unrealized -1.1%
NAT NORDIC AMERICAN TANKERS LIMITED 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $3.07 Unrealized 0.0%
RYN RAYONIER INC 0.0%
Value ($000) $24 Shares 937 Est. Cost $26.10 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $244.86 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $23 Shares 191 Est. Cost $101.08 Unrealized +17.2%
NVDA NVIDIA CORP 0.0%
Value ($000) $23 Shares 170 Est. Cost $101.05 Unrealized +36.4%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $76.78 Unrealized 0.0%
WPC W P CAREY INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $56.44 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $21 Shares 1,091 Est. Cost $19.59 Unrealized
BCE BCE INC 0.0%
Value ($000) $21 Shares 915 Est. Cost $32.49 Unrealized -19.5%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $78.11 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 126 Est. Cost $161.18 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $20 Shares 38 Est. Cost $560.25 Unrealized -2.3%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.25 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $18 Shares 474 Est. Cost $33.22 Unrealized +12.2%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $133.14 Unrealized +28.6%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $44.22 Unrealized -12.0%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $163.58 Unrealized +24.8%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $321.44 Unrealized +12.5%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $17 Shares 280 Est. Cost $59.42 Unrealized
WAB WABTEC 0.0%
Value ($000) $16 Shares 87 Est. Cost $192.50 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $42.64 Unrealized +26.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.03 Unrealized +4.8%
GTY GETTY RLTY CORP NEW COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $27.35 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $15 Shares 50 Est. Cost $202.90 Unrealized +39.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $15 Shares 80 Est. Cost $173.43 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $14 Shares 131 Est. Cost $88.45 Unrealized +23.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $45.56 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.01 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $13 Shares 53 Est. Cost $201.72 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $13 Shares 22 Est. Cost $483.31 Unrealized +21.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $11 Shares 200 Est. Cost $58.85 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $11 Shares 57 Est. Cost $173.81 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $11 Shares 22 Est. Cost $473.12 Unrealized +16.9%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.02 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $10 Shares 132 Est. Cost $82.74 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $61.97 Unrealized +38.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $10 Shares 999 Est. Cost $9.87 Unrealized 0.0%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $10 Shares 240 Est. Cost $39.41 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $62.46 Unrealized +31.8%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $62.38 Unrealized 0.0%
CHMG CHEMUNG FINANCIAL CORP. 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.45 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 906 Est. Cost $9.25 Unrealized +0.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 307 Est. Cost $30.66 Unrealized 0.0%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $9 Shares 249 Est. Cost $44.64 Unrealized 0.0%
NVO NOVO NORDISK A S 0.0%
Value ($000) $9 Shares 107 Est. Cost $142.74 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $484.91 Unrealized +27.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $9 Shares 43 Est. Cost $200.17 Unrealized +8.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $9 Shares 248 Est. Cost $29.11 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $8 Shares 37 Est. Cost $225.50 Unrealized +2.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $8 Shares 110 Est. Cost $59.32 Unrealized +17.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $8 Shares 25 Est. Cost $271.44 Unrealized +8.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $8 Shares 192 Est. Cost $31.54 Unrealized +24.3%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $8 Shares 46 Est. Cost $29.54 Unrealized +41.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $8 Shares 41 Est. Cost $200.78 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 24 Est. Cost $317.31 Unrealized +9.4%
BSY BENTLEY SYS INC 0.0%
Value ($000) $7 Shares 157 Est. Cost $51.42 Unrealized -5.8%
BLK BLACKROCK INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $991.05 Unrealized 0.0%
VNQI VANGUARD GLOBAL EX-US REAL 0.0%
Value ($000) $7 Shares 176 Est. Cost $46.91 Unrealized
ZBRA ZEBRA TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $304.09 Unrealized +27.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $7 Shares 114 Est. Cost $51.97 Unrealized +11.4%
WSO WATSCO INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $457.10 Unrealized +10.8%
TOTAL S A 0.0%
Value ($000) $7 Shares 120 Est. Cost $66.68 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $148.53 Unrealized +7.4%
COO COOPER COS INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $93.35 Unrealized +9.1%
TER TERADYNE INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $126.14 Unrealized -6.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $6 Shares 156 Est. Cost $39.95 Unrealized 0.0%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.72 Unrealized 0.0%
ZWS ZURN ELKAY WATER SOLUTIONS CORP 0.0%
Value ($000) $6 Shares 164 Est. Cost $30.94 Unrealized +21.7%
EFX EQUIFAX INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $235.79 Unrealized +12.6%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $6 Shares 3 Est. Cost $1292.47 Unrealized +65.3%
VUZI VUZIX CORP COM 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $1.63 Unrealized +25.7%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 130 Est. Cost $45.88 Unrealized
POOL POOL CORP 0.0%
Value ($000) $6 Shares 17 Est. Cost $353.26 Unrealized +1.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $207.63 Unrealized +4.4%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 9 Est. Cost $527.65 Unrealized +24.2%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $162.46 Unrealized +8.3%
ROL ROLLINS INC 0.0%
Value ($000) $5 Shares 115 Est. Cost $45.25 Unrealized +6.8%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $210.12 Unrealized 0.0%
GWW GRAINGER WW INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $927.67 Unrealized +20.3%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.08 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $169.24 Unrealized +11.6%
SAIA SAIA INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $465.78 Unrealized +6.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $5 Shares 110 Est. Cost $36.84 Unrealized +16.3%
NDSN NORDSON CORP 0.0%
Value ($000) $5 Shares 23 Est. Cost $246.44 Unrealized -1.6%
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $5 Shares 36 Est. Cost $124.43 Unrealized +12.5%
CME CME GROUP INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $194.99 Unrealized +12.7%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $77.78 Unrealized -4.6%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $4 Shares 24 Est. Cost $226.59 Unrealized -15.0%
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $115.94 Unrealized +20.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $122.13 Unrealized +1.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $4 Shares 22 Est. Cost $146.60 Unrealized +29.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $396.07 Unrealized +17.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $55.73 Unrealized +35.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $423.77 Unrealized +18.7%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $4 Shares 39 Est. Cost $121.07 Unrealized -11.7%
ALC ALCON INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $84.91 Unrealized +5.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $67.61 Unrealized +11.0%
EQIX EQUINIX INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $732.37 Unrealized +22.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $268.86 Unrealized +46.4%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $151.20 Unrealized -4.6%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $96.23 Unrealized +7.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.98 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $236.61 Unrealized +21.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1578.70 Unrealized +23.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $305.10 Unrealized +21.1%
EXPO EXPONENT INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $88.07 Unrealized +12.4%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $3 Shares 49 Est. Cost $63.20 Unrealized +17.8%
CHE CHEMED CORP NEW 0.0%
Value ($000) $3 Shares 6 Est. Cost $568.90 Unrealized -1.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $69.50 Unrealized +2.7%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 23 Est. Cost $147.92 Unrealized -7.6%
TFII TFI INTL INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $141.16 Unrealized +0.8%
WDAY WORKDAY INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $240.75 Unrealized +6.1%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $3 Shares 8 Est. Cost $513.68 Unrealized -20.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 6 Est. Cost $441.57 Unrealized +19.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $66.33 Unrealized +46.6%
FOXA FOX CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $44.61 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $236.81 Unrealized +8.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.22 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $2 Shares 49 Est. Cost $58.14 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $178.70 Unrealized +28.1%
STM STMICROELECTRONICS NV-NY SHS 0.0%
Value ($000) $2 Shares 95 Est. Cost $39.28 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 5 Est. Cost $415.71 Unrealized +8.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $87.39 Unrealized -24.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 21 Est. Cost $115.38 Unrealized -11.3%
THE ODP CORP 0.0%
Value ($000) $2 Shares 91 Est. Cost $22.74 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $214.94 Unrealized -7.3%
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $174.77 Unrealized +84.1%
INTU INTUIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $614.24 Unrealized +3.3%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $2 Shares 8 Est. Cost $174.41 Unrealized +28.7%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $2 Shares 209 Est. Cost $8.41 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $126.86 Unrealized -39.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 5 Est. Cost $257.67 Unrealized +22.6%
PLD PROLOGIS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $104.48 Unrealized +5.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.61 Unrealized +15.5%
LCII LCI INDS COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $100.60 Unrealized +8.9%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.45 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $22.97 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $64.44 Unrealized -0.5%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.56 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $21.09 Unrealized 0.0%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.74 Unrealized +18.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.59 Unrealized -15.1%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.08 Unrealized
VVX VECTRUS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $59.34 Unrealized 0.0%
UNITED STATES STEEL CORP NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.00 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $1 Shares 240 Est. Cost $3.98 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 Shares 26 Est. Cost $23.81 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.20 Unrealized 0.0%
NWSA NEWS CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.66 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $8.30 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $6.90 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.75 Unrealized 0.0%
LE LANDS END INC. 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.68 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.48 Unrealized