ESL Trust Services, LLC Diversified Active

CIK: 0001785545 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $489,450 (100.0% shares, 0.0% debt)

Holdings (219)

IVV ISHARES CORE S&P 500 (MKT) 15.1%
Value ($000) $73,722 Shares 118,734 Est. Cost $348.62 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 12.5%
Value ($000) $61,062 Shares 640,595 Est. Cost $63.83 Unrealized
AVDE AVANTIS INTL EQ ETF 11.1%
Value ($000) $54,361 Shares 734,503 Est. Cost $53.17 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 9.8%
Value ($000) $47,921 Shares 1,808,322 Est. Cost $37.83 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND 9.7%
Value ($000) $47,555 Shares 527,683 Est. Cost $69.38 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 8.3%
Value ($000) $40,647 Shares 655,386 Est. Cost $83.97 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL 7.4%
Value ($000) $36,035 Shares 604,139 Est. Cost $55.10 Unrealized
XSOE WISDOMTREE EM MKTS EX-STT OWND 6.9%
Value ($000) $33,823 Shares 980,944 Est. Cost $30.42 Unrealized
FALN ISHARES FALN ANGLS USD BD ETF 6.2%
Value ($000) $30,563 Shares 1,126,108 Est. Cost $28.82 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 4.9%
Value ($000) $23,982 Shares 219,438 Est. Cost $88.17 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.0%
Value ($000) $4,694 Shares 60,692 Est. Cost $79.82 Unrealized
JMTG JPMORGAN MORTGAGE-BACKED 0.4%
Value ($000) $2,176 Shares 43,356 Est. Cost $50.19 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE 0.3%
Value ($000) $1,680 Shares 35,108 Est. Cost $43.04 Unrealized
SPY SPDR S&P 500 (MKT) 0.3%
Value ($000) $1,380 Shares 2,234 Est. Cost $373.80 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $1,174 Shares 23,729 Est. Cost $37.47 Unrealized
SONY SONY CORP 0.2%
Value ($000) $1,119 Shares 43,000 Est. Cost $21.16 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,101 Shares 15,500 Est. Cost $76.48 Unrealized -22.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $900 Shares 2,960 Est. Cost $270.96 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $898 Shares 1,806 Est. Cost $181.28 Unrealized +138.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $880 Shares 2,986 Est. Cost $213.69 Unrealized +18.8%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $836 Shares 9,352 Est. Cost $69.65 Unrealized
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $746 Shares 2,573 Est. Cost $204.16 Unrealized +23.8%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $574 Shares 1,353 Est. Cost $222.09 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $570 Shares 8,050 Est. Cost $62.70 Unrealized +11.3%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $497 Shares 4,900 Est. Cost $110.34 Unrealized -24.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $481 Shares 3,150 Est. Cost $148.80 Unrealized +1.4%
SYK STRYKER CORP 0.1%
Value ($000) $475 Shares 1,200 Est. Cost $366.05 Unrealized +1.5%
HD HOME DEPOT INC 0.1%
Value ($000) $440 Shares 1,200 Est. Cost $396.07 Unrealized -10.1%
GE GE AEROSPACE 0.1%
Value ($000) $432 Shares 1,680 Est. Cost $177.15 Unrealized +23.4%
AFL AFLAC INC 0.1%
Value ($000) $422 Shares 4,000 Est. Cost $106.42 Unrealized -2.6%
MAS MASCO CORP 0.1%
Value ($000) $386 Shares 6,000 Est. Cost $78.41 Unrealized -20.7%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $384 Shares 3,000 Est. Cost $130.47 Unrealized -3.2%
SO SOUTHERN CO 0.1%
Value ($000) $367 Shares 4,000 Est. Cost $84.38 Unrealized +4.3%
INTC INTEL CORP 0.1%
Value ($000) $354 Shares 15,800 Est. Cost $26.78 Unrealized -22.6%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $347 Shares 2,600 Est. Cost $117.51 Unrealized -3.4%
ATI ALLEGHENY TECHNOLOGIES INC 0.1%
Value ($000) $345 Shares 4,000 Est. Cost $58.97 Unrealized +16.1%
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $320 Shares 3,828 Est. Cost $72.74 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $311 Shares 1,241 Est. Cost $234.55 Unrealized -3.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $309 Shares 2,864 Est. Cost $112.04 Unrealized -6.7%
BLD TOPBUILD CORP 0.1%
Value ($000) $302 Shares 932 Est. Cost $366.68 Unrealized -19.1%
COR CENCORA, INC. 0.1%
Value ($000) $300 Shares 1,000 Est. Cost $233.11 Unrealized +23.0%
AAPL APPLE INC 0.1%
Value ($000) $300 Shares 1,460 Est. Cost $139.45 Unrealized +44.4%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $295 Shares 4,394 Est. Cost $59.62 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $282 Shares 600 Est. Cost $448.44 Unrealized +0.9%
SHEL ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $281 Shares 3,984 Est. Cost $62.65 Unrealized
KEY KEYCORP DP 0.1%
Value ($000) $279 Shares 16,000 Est. Cost $16.99 Unrealized -11.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $276 Shares 486 Est. Cost $485.24 Unrealized
VLO VALERO ENERGY CORP SR GLBL 0.1%
Value ($000) $269 Shares 2,000 Est. Cost $129.44 Unrealized -5.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $253 Shares 3,162 Est. Cost $66.40 Unrealized +7.1%
ITT ITT INC 0.1%
Value ($000) $251 Shares 1,600 Est. Cost $149.74 Unrealized -4.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $247 Shares 2,464 Est. Cost $92.19 Unrealized +12.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $240 Shares 1,650 Est. Cost $133.88 Unrealized +10.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $229 Shares 1,600 Est. Cost $145.58 Unrealized -5.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $229 Shares 2,500 Est. Cost $93.94 Unrealized -9.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $228 Shares 1,800 Est. Cost $132.21 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $227 Shares 9,350 Est. Cost $25.06 Unrealized -10.8%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $224 Shares 1,500 Est. Cost $168.37 Unrealized -19.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $222 Shares 420 Est. Cost $311.89 Unrealized +33.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $221 Shares 400 Est. Cost $490.07 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $218 Shares 2,400 Est. Cost $93.07 Unrealized -3.3%
LPX LOUISIANA-PACIFIC CORP 0.0%
Value ($000) $208 Shares 2,416 Est. Cost $108.76 Unrealized -18.3%
AME AMETEK INC NEW 0.0%
Value ($000) $204 Shares 1,125 Est. Cost $180.74 Unrealized -5.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $204 Shares 484 Est. Cost $468.46 Unrealized -11.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $196 Shares 2,332 Est. Cost $85.14 Unrealized -7.3%
WY WEYERHAEUSER CO 0.0%
Value ($000) $195 Shares 7,584 Est. Cost $30.08 Unrealized -15.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $193 Shares 1,420 Est. Cost $112.50 Unrealized +16.1%
RTX RTX CORPORATION 0.0%
Value ($000) $191 Shares 1,307 Est. Cost $117.85 Unrealized +11.8%
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $183 Shares 5,183 Est. Cost $26.12 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $176 Shares 2,235 Est. Cost $78.62 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $174 Shares 805 Est. Cost $210.30 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $172 Shares 1,080 Est. Cost $159.56 Unrealized +0.8%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $171 Shares 2,061 Est. Cost $82.27 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $170 Shares 14,866 Est. Cost $18.25 Unrealized -33.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $164 Shares 900 Est. Cost $120.59 Unrealized +38.8%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $154 Shares 2,461 Est. Cost $65.92 Unrealized -10.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $152 Shares 594 Est. Cost $248.46 Unrealized -6.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $146 Shares 900 Est. Cost $231.32 Unrealized -23.6%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $140 Shares 1,353 Est. Cost $93.11 Unrealized +9.5%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $138 Shares 2,000 Est. Cost $53.65 Unrealized +19.6%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $137 Shares 500 Est. Cost $269.95 Unrealized -7.7%
HSY HERSHEY CO 0.0%
Value ($000) $137 Shares 823 Est. Cost $173.14 Unrealized -6.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $134 Shares 457 Est. Cost $288.31 Unrealized +5.3%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $133 Shares 1,000 Est. Cost $120.99 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $131 Shares 600 Est. Cost $112.35 Unrealized +43.1%
MMM 3M CO 0.0%
Value ($000) $122 Shares 800 Est. Cost $128.38 Unrealized +10.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $117 Shares 2,000 Est. Cost $41.60 Unrealized +34.5%
TGNA TEGNA INC 0.0%
Value ($000) $113 Shares 6,753 Est. Cost $17.50 Unrealized -5.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $110 Shares 1,500 Est. Cost $74.39 Unrealized -9.5%
T AT&T INC 0.0%
Value ($000) $108 Shares 3,746 Est. Cost $20.78 Unrealized +29.7%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $104 Shares 500 Est. Cost $158.42 Unrealized +10.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $103 Shares 485 Est. Cost $176.10 Unrealized +5.1%
TWI TITAN INTERNATIONAL INC IL 0.0%
Value ($000) $103 Shares 10,000 Est. Cost $7.20 Unrealized +7.1%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $99 Shares 671 Est. Cost $134.10 Unrealized +5.1%
MBC MASTERBRAND INC 0.0%
Value ($000) $99 Shares 9,016 Est. Cost $17.05 Unrealized -35.1%
HUM HUMANA INC 0.0%
Value ($000) $98 Shares 400 Est. Cost $263.59 Unrealized -6.4%
GSK GSK PLC 0.0%
Value ($000) $96 Shares 2,500 Est. Cost $42.87 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $95 Shares 1,013 Est. Cost $85.63 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $95 Shares 1,200 Est. Cost $116.02 Unrealized -33.3%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.0%
Value ($000) $93 Shares 479 Est. Cost $189.80 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $92 Shares 1,600 Est. Cost $48.62 Unrealized +12.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $91 Shares 7,900 Est. Cost $9.33 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $90 Shares 300 Est. Cost $345.91 Unrealized -12.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $88 Shares 1,300 Est. Cost $88.04 Unrealized -29.0%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $87 Shares 375 Est. Cost $202.31 Unrealized -1.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $87 Shares 432 Est. Cost $189.83 Unrealized +3.7%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $87 Shares 1,120 Est. Cost $67.86 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $86 Shares 2,058 Est. Cost $47.59 Unrealized -12.5%
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $85 Shares 775 Est. Cost $107.22 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $85 Shares 240 Est. Cost $293.51 Unrealized +18.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $84 Shares 1,227 Est. Cost $32.37 Unrealized -15.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $84 Shares 168 Est. Cost $490.48 Unrealized -0.9%
BA BOEING CO 0.0%
Value ($000) $84 Shares 400 Est. Cost $156.93 Unrealized +20.4%
CTVA CORTEVA INC 0.0%
Value ($000) $82 Shares 1,099 Est. Cost $56.25 Unrealized +17.6%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $36.39 Unrealized +3.5%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $74 Shares 750 Est. Cost $98.31 Unrealized -2.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $74 Shares 600 Est. Cost $94.67 Unrealized +33.0%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $73 Shares 1,284 Est. Cost $50.17 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $71 Shares 720 Est. Cost $97.94 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $47.01 Unrealized +28.5%
GOOG ALPHABET INC 0.0%
Value ($000) $69 Shares 390 Est. Cost $143.27 Unrealized +15.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $66 Shares 290 Est. Cost $210.73 Unrealized +9.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $62 Shares 922 Est. Cost $63.84 Unrealized +2.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $62 Shares 375 Est. Cost $151.40 Unrealized -4.4%
VTRS VIATRIS INC 0.0%
Value ($000) $57 Shares 6,370 Est. Cost $11.63 Unrealized -29.6%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $57 Shares 543 Est. Cost $97.92 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $286.05 Unrealized -2.9%
AVGO BROADCOM INC 0.0%
Value ($000) $55 Shares 200 Est. Cost $177.49 Unrealized +21.7%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $55 Shares 231 Est. Cost $228.59 Unrealized
GLW CORNING INC 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $30.45 Unrealized +52.1%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $53 Shares 704 Est. Cost $94.97 Unrealized -20.0%
CB CHUBB LIMITED 0.0%
Value ($000) $52 Shares 180 Est. Cost $243.64 Unrealized +17.8%
HIG THE HARTFORD INSURANCE GROUP, 0.0%
Value ($000) $52 Shares 410 Est. Cost $113.08 Unrealized +8.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $52 Shares 400 Est. Cost $114.08 Unrealized +15.5%
MS MORGAN STANLEY 0.0%
Value ($000) $51 Shares 360 Est. Cost $119.51 Unrealized +1.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $50 Shares 300 Est. Cost $148.83 Unrealized -0.6%
CC CHEMOURS CO 0.0%
Value ($000) $50 Shares 4,340 Est. Cost $18.61 Unrealized -40.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $49 Shares 500 Est. Cost $109.96 Unrealized -2.5%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. 0.0%
Value ($000) $48 Shares 399 Est. Cost $103.79 Unrealized
ABBV ABBVIE INC SR NT 0.0%
Value ($000) $48 Shares 260 Est. Cost $160.68 Unrealized +13.7%
SYY SYSCO CORP 0.0%
Value ($000) $45 Shares 600 Est. Cost $74.59 Unrealized -4.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $45 Shares 506 Est. Cost $88.41 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $45 Shares 1,686 Est. Cost $43.95 Unrealized -36.8%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $44 Shares 357 Est. Cost $123.15 Unrealized -17.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $44.04 Unrealized -14.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 560 Est. Cost $84.84 Unrealized -18.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $40 Shares 4,500 Est. Cost $11.97 Unrealized -28.0%
CMCSA COMCAST CORP 0.0%
Value ($000) $36 Shares 1,012 Est. Cost $39.95 Unrealized -15.1%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $35 Shares 125 Est. Cost $249.86 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $32 Shares 700 Est. Cost $48.00 Unrealized -1.7%
JNK SPDR BLOOMBERG BARCLAYS HIGH 0.0%
Value ($000) $32 Shares 328 Est. Cost $97.79 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $32 Shares 100 Est. Cost $294.95 Unrealized +2.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $31 Shares 725 Est. Cost $38.07 Unrealized +9.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $31 Shares 289 Est. Cost $98.59 Unrealized +1.7%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $30 Shares 300 Est. Cost $122.34 Unrealized -23.1%
DEO DIAGEO PLC 0.0%
Value ($000) $30 Shares 300 Est. Cost $127.13 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 252 Est. Cost $135.90 Unrealized -18.8%
HPQ HP INC 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $34.20 Unrealized -27.8%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $29 Shares 1,194 Est. Cost $25.27 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $28 Shares 400 Est. Cost $66.57 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $28 Shares 460 Est. Cost $54.08 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $244.86 Unrealized +6.5%
CARS CARS COM INC 0.0%
Value ($000) $27 Shares 2,251 Est. Cost $17.48 Unrealized -37.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $26 Shares 121 Est. Cost $156.66 Unrealized +30.4%
NAT NORDIC AMERICAN TANKERS LIMITED 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $3.07 Unrealized -15.1%
NWBI NORTHWEST BANCSHARES INC 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $12.72 Unrealized -9.8%
WPC W P CAREY INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $56.44 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $25 Shares 161 Est. Cost $144.71 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $20.44 Unrealized -19.4%
CLX CLOROX CO 0.0%
Value ($000) $24 Shares 200 Est. Cost $157.37 Unrealized -17.1%
VFC V F CORP 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $20.37 Unrealized -39.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $22 Shares 470 Est. Cost $51.32 Unrealized -10.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $174.73 Unrealized +13.3%
RYN RAYONIER INC 0.0%
Value ($000) $22 Shares 984 Est. Cost $26.19 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $21 Shares 280 Est. Cost $59.42 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 126 Est. Cost $161.18 Unrealized -5.4%
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 474 Est. Cost $33.22 Unrealized +31.2%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $321.44 Unrealized +19.1%
PEP PEPSICO INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $158.29 Unrealized -17.2%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $20 Shares 1,091 Est. Cost $19.59 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $19 Shares 80 Est. Cost $173.43 Unrealized +29.9%
WAB WABTEC 0.0%
Value ($000) $18 Shares 87 Est. Cost $192.50 Unrealized -0.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $80.03 Unrealized +4.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.64 Unrealized +24.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $17 Shares 400 Est. Cost $49.25 Unrealized -16.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $16 Shares 50 Est. Cost $202.90 Unrealized +37.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $15 Shares 131 Est. Cost $88.45 Unrealized +30.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.01 Unrealized +1.2%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $45.56 Unrealized +6.4%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $15 Shares 249 Est. Cost $44.64 Unrealized +18.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.85 Unrealized +1.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $11 Shares 999 Est. Cost $9.87 Unrealized -0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $10 Shares 84 Est. Cost $103.03 Unrealized -0.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 906 Est. Cost $9.25 Unrealized +0.8%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $163.58 Unrealized +11.5%
CHMG CHEMUNG FINANCIAL CORP. 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.45 Unrealized -7.0%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $9 Shares 240 Est. Cost $39.41 Unrealized -5.4%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $9 Shares 110 Est. Cost $59.32 Unrealized +37.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $106.02 Unrealized -9.5%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $133.14 Unrealized +20.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $9 Shares 192 Est. Cost $31.54 Unrealized +38.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $8 Shares 307 Est. Cost $30.66 Unrealized -13.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $8 Shares 188 Est. Cost $29.11 Unrealized +24.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $210.12 Unrealized +4.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $148.53 Unrealized -2.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $560.25 Unrealized -25.6%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $6 Shares 125 Est. Cost $41.08 Unrealized
VUZI VUZIX CORP COM 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $1.63 Unrealized +44.6%
THE ODP CORP 0.0%
Value ($000) $2 Shares 91 Est. Cost $22.74 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.22 Unrealized -47.1%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $22.97 Unrealized +8.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.45 Unrealized -18.6%
VVX VECTRUS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $59.34 Unrealized -19.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $21.09 Unrealized -27.1%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.56 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $8.30 Unrealized +21.2%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.20 Unrealized -24.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $6.90 Unrealized -43.8%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.48 Unrealized
LE LANDS END INC. 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.68 Unrealized -42.3%