ESL Trust Services, LLC Diversified Active

CIK: 0001785545 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $509,581 (100.0% shares, 0.0% debt)

Holdings (308)

IVV ISHARES CORE S&P 500 (MKT) 15.4%
Value ($000) $78,436 Shares 117,191 Est. Cost $348.62 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 12.8%
Value ($000) $65,172 Shares 623,597 Est. Cost $63.83 Unrealized
AVDE AVANTIS INTL EQ ETF 11.2%
Value ($000) $57,148 Shares 724,307 Est. Cost $53.17 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND 9.1%
Value ($000) $46,484 Shares 518,968 Est. Cost $69.38 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 8.8%
Value ($000) $45,006 Shares 1,648,581 Est. Cost $37.83 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 8.1%
Value ($000) $41,065 Shares 629,255 Est. Cost $83.97 Unrealized
XSOE WISDOMTREE EM MKTS EX-STT OWND 7.1%
Value ($000) $36,327 Shares 957,475 Est. Cost $30.42 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL 7.1%
Value ($000) $36,148 Shares 592,991 Est. Cost $55.10 Unrealized
FALN ISHARES FALN ANGLS USD BD ETF 6.1%
Value ($000) $31,063 Shares 1,118,161 Est. Cost $28.82 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.0%
Value ($000) $25,368 Shares 213,478 Est. Cost $88.17 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.1%
Value ($000) $5,480 Shares 70,179 Est. Cost $79.59 Unrealized
AVLV AVANTIS US LARGE CAP VALUE ETF 0.8%
Value ($000) $4,032 Shares 55,798 Est. Cost $72.26 Unrealized
JMTG JPMORGAN MORTGAGE-BACKED 0.4%
Value ($000) $2,208 Shares 43,293 Est. Cost $50.19 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE 0.3%
Value ($000) $1,648 Shares 34,008 Est. Cost $43.04 Unrealized
SPY SPDR S&P 500 (MKT) 0.3%
Value ($000) $1,418 Shares 2,129 Est. Cost $373.80 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.3%
Value ($000) $1,318 Shares 24,335 Est. Cost $37.88 Unrealized
SONY SONY CORP 0.2%
Value ($000) $1,238 Shares 43,000 Est. Cost $21.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,108 Shares 3,375 Est. Cost $278.00 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,081 Shares 15,500 Est. Cost $76.48 Unrealized -3.5%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,003 Shares 1,937 Est. Cost $203.42 Unrealized +150.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $874 Shares 3,097 Est. Cost $215.33 Unrealized +20.5%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $873 Shares 9,352 Est. Cost $69.65 Unrealized
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $817 Shares 2,591 Est. Cost $204.16 Unrealized +45.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $654 Shares 1,396 Est. Cost $229.67 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $588 Shares 3,171 Est. Cost $148.80 Unrealized +13.9%
KO COCA COLA CO 0.1%
Value ($000) $539 Shares 8,129 Est. Cost $62.70 Unrealized +8.3%
GE GE AEROSPACE 0.1%
Value ($000) $531 Shares 1,764 Est. Cost $181.70 Unrealized +50.1%
INTC INTEL CORP 0.1%
Value ($000) $497 Shares 14,800 Est. Cost $26.78 Unrealized -9.5%
HD HOME DEPOT INC 0.1%
Value ($000) $486 Shares 1,200 Est. Cost $396.07 Unrealized -1.7%
AFL AFLAC INC 0.1%
Value ($000) $447 Shares 4,000 Est. Cost $106.42 Unrealized -2.1%
SYK STRYKER CORP 0.1%
Value ($000) $444 Shares 1,200 Est. Cost $366.05 Unrealized +5.0%
MAS MASCO CORP 0.1%
Value ($000) $422 Shares 6,000 Est. Cost $78.41 Unrealized -10.8%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $418 Shares 3,000 Est. Cost $130.47 Unrealized -0.1%
SO SOUTHERN CO 0.1%
Value ($000) $402 Shares 4,243 Est. Cost $84.83 Unrealized +8.7%
WHR WHIRLPOOL CORP SR GLBL 0.1%
Value ($000) $386 Shares 4,905 Est. Cost $110.34 Unrealized -16.8%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $382 Shares 5,349 Est. Cost $61.72 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $379 Shares 1,241 Est. Cost $234.55 Unrealized +15.7%
AAPL APPLE INC 0.1%
Value ($000) $377 Shares 1,481 Est. Cost $140.67 Unrealized +60.4%
BLD TOPBUILD CORP 0.1%
Value ($000) $364 Shares 932 Est. Cost $366.68 Unrealized +8.9%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $352 Shares 2,686 Est. Cost $118.08 Unrealized +14.7%
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $350 Shares 4,003 Est. Cost $73.38 Unrealized
VLO VALERO ENERGY CORP SR GLBL 0.1%
Value ($000) $341 Shares 2,000 Est. Cost $129.44 Unrealized +14.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $338 Shares 2,997 Est. Cost $111.94 Unrealized -2.0%
ATI ALLEGHENY TECHNOLOGIES INC 0.1%
Value ($000) $325 Shares 4,000 Est. Cost $58.97 Unrealized +37.4%
COR CENCORA, INC. 0.1%
Value ($000) $314 Shares 1,005 Est. Cost $233.11 Unrealized +25.9%
KEY KEYCORP DP 0.1%
Value ($000) $300 Shares 16,033 Est. Cost $16.99 Unrealized +7.0%
SHEL ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $289 Shares 4,045 Est. Cost $62.78 Unrealized
ITT ITT INC 0.1%
Value ($000) $286 Shares 1,600 Est. Cost $149.74 Unrealized +12.0%
LIN LINDE PLC 0.1%
Value ($000) $285 Shares 600 Est. Cost $448.44 Unrealized +4.9%
RTX RTX CORPORATION 0.1%
Value ($000) $282 Shares 1,683 Est. Cost $125.99 Unrealized +22.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $281 Shares 3,352 Est. Cost $67.20 Unrealized +19.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $271 Shares 441 Est. Cost $325.87 Unrealized +85.8%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $269 Shares 439 Est. Cost $485.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $266 Shares 1,715 Est. Cost $146.03 Unrealized +4.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $260 Shares 1,800 Est. Cost $132.21 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $256 Shares 1,500 Est. Cost $168.37 Unrealized +0.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $248 Shares 2,464 Est. Cost $92.19 Unrealized +7.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $240 Shares 400 Est. Cost $490.07 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $238 Shares 9,350 Est. Cost $25.06 Unrealized -3.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $225 Shares 1,774 Est. Cost $134.11 Unrealized +2.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $221 Shares 484 Est. Cost $468.46 Unrealized -4.3%
LPX LOUISIANA-PACIFIC CORP 0.0%
Value ($000) $215 Shares 2,416 Est. Cost $108.76 Unrealized -15.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $212 Shares 2,503 Est. Cost $93.94 Unrealized -5.7%
AME AMETEK INC NEW 0.0%
Value ($000) $212 Shares 1,125 Est. Cost $180.74 Unrealized +1.5%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $195 Shares 805 Est. Cost $210.30 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $195 Shares 2,332 Est. Cost $85.14 Unrealized -2.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $192 Shares 2,408 Est. Cost $93.07 Unrealized -9.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $192 Shares 638 Est. Cost $250.36 Unrealized +10.3%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $190 Shares 1,420 Est. Cost $112.50 Unrealized +16.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $188 Shares 7,584 Est. Cost $30.08 Unrealized -16.2%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $182 Shares 2,194 Est. Cost $82.31 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $176 Shares 2,235 Est. Cost $78.62 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $172 Shares 610 Est. Cost $114.68 Unrealized +121.6%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $169 Shares 1,100 Est. Cost $159.47 Unrealized -2.9%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $163 Shares 2,461 Est. Cost $65.92 Unrealized -0.5%
HSY HERSHEY CO 0.0%
Value ($000) $154 Shares 823 Est. Cost $173.14 Unrealized +3.8%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $152 Shares 1,353 Est. Cost $93.11 Unrealized +16.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $152 Shares 2,298 Est. Cost $44.17 Unrealized +39.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $151 Shares 2,000 Est. Cost $53.65 Unrealized +26.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $149 Shares 490 Est. Cost $289.19 Unrealized +4.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $146 Shares 900 Est. Cost $120.59 Unrealized +37.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $141 Shares 1,000 Est. Cost $120.99 Unrealized
T AT&T INC 0.0%
Value ($000) $140 Shares 4,961 Est. Cost $22.57 Unrealized +24.4%
TGNA TEGNA INC 0.0%
Value ($000) $137 Shares 6,753 Est. Cost $17.50 Unrealized +8.9%
WEN WENDYS CO 0.0%
Value ($000) $136 Shares 14,866 Est. Cost $18.25 Unrealized -43.7%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $130 Shares 500 Est. Cost $269.95 Unrealized -0.9%
MMM 3M CO 0.0%
Value ($000) $124 Shares 800 Est. Cost $128.38 Unrealized +19.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $122 Shares 200 Est. Cost $502.12 Unrealized +12.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $121 Shares 900 Est. Cost $231.32 Unrealized -31.9%
MBC MASTERBRAND INC 0.0%
Value ($000) $119 Shares 9,016 Est. Cost $17.05 Unrealized -27.5%
MRK MERCK & CO INC 0.0%
Value ($000) $111 Shares 1,319 Est. Cost $112.86 Unrealized -28.2%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.0%
Value ($000) $109 Shares 536 Est. Cost $191.27 Unrealized
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $107 Shares 2,983 Est. Cost $26.12 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $105 Shares 405 Est. Cost $263.56 Unrealized -0.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $105 Shares 492 Est. Cost $176.69 Unrealized +23.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $103 Shares 562 Est. Cost $162.27 Unrealized +19.1%
GSK GSK PLC 0.0%
Value ($000) $100 Shares 2,323 Est. Cost $42.87 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $97 Shares 1,600 Est. Cost $48.62 Unrealized +17.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $97 Shares 1,244 Est. Cost $32.35 Unrealized -3.7%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $97 Shares 1,300 Est. Cost $88.04 Unrealized -18.3%
GOOG ALPHABET INC SR 0.0%
Value ($000) $95 Shares 390 Est. Cost $143.27 Unrealized +46.5%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $95 Shares 671 Est. Cost $134.10 Unrealized +4.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $93 Shares 432 Est. Cost $189.83 Unrealized +5.5%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $92 Shares 1,120 Est. Cost $67.86 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $74.39 Unrealized -9.1%
V VISA INC COM CL A 0.0%
Value ($000) $89 Shares 261 Est. Cost $297.66 Unrealized +15.9%
BA BOEING CO DEP CONV 0.0%
Value ($000) $89 Shares 412 Est. Cost $158.93 Unrealized +41.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $89 Shares 615 Est. Cost $95.59 Unrealized +38.4%
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $86 Shares 775 Est. Cost $107.22 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $86 Shares 2,058 Est. Cost $47.59 Unrealized -9.9%
GLW CORNING INC 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $30.45 Unrealized +113.4%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $36.39 Unrealized +4.2%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $79 Shares 375 Est. Cost $202.31 Unrealized +2.4%
CTVA CORTEVA INC 0.0%
Value ($000) $78 Shares 1,158 Est. Cost $57.06 Unrealized +26.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $77 Shares 1,284 Est. Cost $50.17 Unrealized
TWI TITAN INTERNATIONAL INC IL 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $7.20 Unrealized +23.9%
ACN ACCENTURE PLC 0.0%
Value ($000) $74 Shares 300 Est. Cost $345.91 Unrealized -24.7%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $72 Shares 720 Est. Cost $97.94 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $69 Shares 1,011 Est. Cost $47.23 Unrealized +42.7%
CC CHEMOURS CO 0.0%
Value ($000) $69 Shares 4,340 Est. Cost $18.61 Unrealized -22.8%
AVGO BROADCOM INC 0.0%
Value ($000) $69 Shares 208 Est. Cost $182.42 Unrealized +67.6%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $69 Shares 750 Est. Cost $98.31 Unrealized -8.3%
SYY SYSCO CORP 0.0%
Value ($000) $67 Shares 818 Est. Cost $75.73 Unrealized +4.1%
PJT PJT PARTNERS INC 0.0%
Value ($000) $67 Shares 375 Est. Cost $151.40 Unrealized +18.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $64 Shares 290 Est. Cost $210.73 Unrealized +6.1%
VTRS VIATRIS INC 0.0%
Value ($000) $63 Shares 6,370 Est. Cost $11.63 Unrealized -17.8%
ABBV ABBVIE INC SR NT 0.0%
Value ($000) $61 Shares 265 Est. Cost $161.46 Unrealized +25.1%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $60 Shares 543 Est. Cost $97.92 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $59 Shares 373 Est. Cost $120.45 Unrealized +21.6%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $59 Shares 231 Est. Cost $228.59 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $58 Shares 300 Est. Cost $148.83 Unrealized +17.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $58 Shares 922 Est. Cost $63.84 Unrealized -0.7%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $57 Shares 595 Est. Cost $85.63 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $286.05 Unrealized +0.2%
HIG THE HARTFORD INSURANCE GROUP, 0.0%
Value ($000) $55 Shares 410 Est. Cost $113.08 Unrealized +12.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $54 Shares 500 Est. Cost $109.96 Unrealized -2.7%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. 0.0%
Value ($000) $52 Shares 399 Est. Cost $103.79 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $52 Shares 184 Est. Cost $244.33 Unrealized +12.6%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $51 Shares 357 Est. Cost $123.15 Unrealized +4.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $50 Shares 400 Est. Cost $114.08 Unrealized +11.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 595 Est. Cost $84.23 Unrealized -11.5%
TSLA TESLA INC 0.0%
Value ($000) $44 Shares 100 Est. Cost $294.95 Unrealized +17.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $44 Shares 704 Est. Cost $94.97 Unrealized -28.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME 0.0%
Value ($000) $43 Shares 750 Est. Cost $57.10 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $40 Shares 1,745 Est. Cost $43.29 Unrealized -43.8%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $40 Shares 4,500 Est. Cost $11.97 Unrealized -20.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $40 Shares 1,017 Est. Cost $44.02 Unrealized -1.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $39 Shares 431 Est. Cost $88.41 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $37 Shares 125 Est. Cost $249.86 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $37 Shares 600 Est. Cost $55.55 Unrealized 0.0%
CMCSA COMCAST CORP 0.0%
Value ($000) $35 Shares 1,120 Est. Cost $39.30 Unrealized -15.6%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $35 Shares 480 Est. Cost $64.94 Unrealized
JPIE JPMORGAN INCM ETF 0.0%
Value ($000) $35 Shares 750 Est. Cost $46.41 Unrealized
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $34 Shares 1,246 Est. Cost $25.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $33 Shares 740 Est. Cost $47.86 Unrealized -4.9%
HPQ HP INC 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $34.20 Unrealized -23.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 252 Est. Cost $135.90 Unrealized -11.3%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $32 Shares 302 Est. Cost $99.11 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $32 Shares 331 Est. Cost $124.16 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $32 Shares 717 Est. Cost $38.07 Unrealized +11.6%
NAT NORDIC AMERICAN TANKERS LIMITED 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.07 Unrealized -3.9%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $30 Shares 109 Est. Cost $246.60 Unrealized +7.8%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $30 Shares 460 Est. Cost $54.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $30 Shares 60 Est. Cost $484.36 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $30 Shares 289 Est. Cost $98.59 Unrealized +4.7%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $20.44 Unrealized +7.0%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $29 Shares 1,040 Est. Cost $25.59 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $20.37 Unrealized -34.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $29 Shares 400 Est. Cost $66.57 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $28 Shares 335 Est. Cost $118.77 Unrealized -25.8%
CARS CARS COM INC 0.0%
Value ($000) $28 Shares 2,251 Est. Cost $17.48 Unrealized -26.6%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $47.41 Unrealized +5.9%
WPC W P CAREY INC 0.0%
Value ($000) $27 Shares 400 Est. Cost $56.44 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $27 Shares 161 Est. Cost $144.71 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $26 Shares 984 Est. Cost $26.19 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $141.65 Unrealized 0.0%
NWBI NORTHWEST BANCSHARES INC 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.72 Unrealized -5.0%
CLX CLOROX CO 0.0%
Value ($000) $25 Shares 200 Est. Cost $157.37 Unrealized -22.3%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $24 Shares 1,391 Est. Cost $19.07 Unrealized
PPL PPL CORP 0.0%
Value ($000) $22 Shares 600 Est. Cost $35.43 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $22 Shares 495 Est. Cost $33.65 Unrealized +28.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 126 Est. Cost $161.18 Unrealized +3.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $174.73 Unrealized +29.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $22 Shares 470 Est. Cost $51.32 Unrealized -6.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $22 Shares 1,799 Est. Cost $10.52 Unrealized +7.7%
PEP PEPSICO INC 0.0%
Value ($000) $21 Shares 150 Est. Cost $158.29 Unrealized -11.3%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $21 Shares 249 Est. Cost $44.64 Unrealized +55.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $21 Shares 80 Est. Cost $173.43 Unrealized +36.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $20 Shares 164 Est. Cost $94.76 Unrealized +26.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $19 Shares 200 Est. Cost $80.03 Unrealized +14.0%
OXY OCCIDENTAL PETE CORP SR 0.0%
Value ($000) $19 Shares 400 Est. Cost $49.25 Unrealized -9.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $42.64 Unrealized +36.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $18 Shares 906 Est. Cost $9.25 Unrealized +47.3%
WMT WALMART INC 0.0%
Value ($000) $18 Shares 171 Est. Cost $99.23 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $17 Shares 87 Est. Cost $192.50 Unrealized +2.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $313.76 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $17 Shares 50 Est. Cost $202.90 Unrealized +56.0%
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $17 Shares 850 Est. Cost $19.43 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $15 Shares 81 Est. Cost $156.66 Unrealized +30.1%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $15 Shares 52 Est. Cost $297.80 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.01 Unrealized +4.7%
OKE ONEOK INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.06 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.85 Unrealized +9.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $14 Shares 148 Est. Cost $66.46 Unrealized +31.1%
EATON VANCE TAX-ADVANTAGED GLO 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.56 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $321.44 Unrealized -6.0%
CSX CSX CORP 0.0%
Value ($000) $12 Shares 330 Est. Cost $33.93 Unrealized 0.0%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $12 Shares 240 Est. Cost $39.41 Unrealized +11.2%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $163.58 Unrealized +31.8%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $11 Shares 350 Est. Cost $31.62 Unrealized
CHMG CHEMUNG FINANCIAL CORP. 0.0%
Value ($000) $11 Shares 200 Est. Cost $48.45 Unrealized +6.4%
EATON VANCE 0.0%
Value ($000) $10 Shares 1,150 Est. Cost $9.05 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $10 Shares 89 Est. Cost $103.81 Unrealized +12.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $151.13 Unrealized +4.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $106.02 Unrealized -7.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $10 Shares 192 Est. Cost $31.54 Unrealized +46.2%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $133.14 Unrealized +26.7%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $8 Shares 160 Est. Cost $48.34 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.91 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $210.12 Unrealized +25.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $8 Shares 307 Est. Cost $30.66 Unrealized -13.6%
FE FIRSTENERGY CORP 0.0%
Value ($000) $7 Shares 162 Est. Cost $42.11 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $7 Shares 450 Est. Cost $20.06 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $560.25 Unrealized -17.0%
SAFT SAFETY INSURANCE GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $72.66 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.46 Unrealized
BEPC BROOKFIELD RENEWABLE CORPORATION 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.73 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $7 Shares 125 Est. Cost $41.08 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 208 Est. Cost $29.61 Unrealized +16.0%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.06 Unrealized 0.0%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $6 Shares 65 Est. Cost $85.57 Unrealized 0.0%
VUZI VUZIX CORP COM 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $1.63 Unrealized +44.6%
BCE BCE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.52 Unrealized 0.0%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $4 Shares 175 Est. Cost $24.38 Unrealized
FISI FINANCIAL INSTNS INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.18 Unrealized 0.0%
CTO CTO RLTY GROWTH INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.30 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $204.56 Unrealized 0.0%
BSM BLACK STONE MIN LP UNIT 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.14 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $4 Shares 14 Est. Cost $279.29 Unrealized
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $4 Shares 501 Est. Cost $7.77 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 5 Est. Cost $703.03 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $4 Shares 19 Est. Cost $195.75 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $4 Shares 79 Est. Cost $46.35 Unrealized 0.0%
TCPC BLACKROCK TCP CAP CORP 0.0%
Value ($000) $4 Shares 600 Est. Cost $7.18 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $4 Shares 395 Est. Cost $8.97 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $169.06 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $427.59 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $3 Shares 12 Est. Cost $267.25 Unrealized
PGF INVESCO FINL PFD ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.62 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.65 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.66 Unrealized +10.3%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.52 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $298.94 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $23.45 Unrealized +33.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $99.10 Unrealized 0.0%
THE ODP CORP 0.0%
Value ($000) $3 Shares 91 Est. Cost $22.74 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $244.20 Unrealized 0.0%
ABERDEEN TOTAL DYNAMIC DIV FUND 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.46 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $2 Shares 42 Est. Cost $53.07 Unrealized
GFL GFL ENVIRONMENTAL INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.43 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $293.19 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.82 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $37.44 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $153.58 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $2 Shares 33 Est. Cost $47.21 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $74.82 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $2 Shares 2 Est. Cost $742.24 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $127.35 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $180.78 Unrealized 0.0%
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 53 Est. Cost $21.88 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $322.17 Unrealized 0.0%
OCSL OAKTREE SPECIALTY LENDING CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.77 Unrealized 0.0%
VVX VECTRUS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $59.34 Unrealized -9.9%
OXY/WS OCCIDENTAL PETE CORP SR 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.56 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $204.01 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.10 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $88.48 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1 Shares 5 Est. Cost $223.02 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $9.22 Unrealized -52.1%
ETN EATON CORP PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $363.27 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.28 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $110.08 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $1 Shares 28 Est. Cost $36.20 Unrealized 0.0%
TOTAL S A 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.69 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $88.55 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $21.09 Unrealized -32.7%
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $96.73 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.86 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $238.95 Unrealized 0.0%
GOOGL ALPHABET INC SR 0.0%
Value ($000) $1 Shares 3 Est. Cost $209.20 Unrealized 0.0%
FDX FEDEX CORP SR NT 0.0%
Value ($000) $1 Shares 3 Est. Cost $228.30 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $1 Shares 1 Est. Cost $719.44 Unrealized 0.0%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $129.00 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $198.37 Unrealized 0.0%
MTB M & T BANK CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.71 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.29 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $8.30 Unrealized +52.5%
CDW CDW CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $168.81 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.15 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $58.28 Unrealized 0.0%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.75 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $6.90 Unrealized -30.4%
LE LANDS END INC. 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.68 Unrealized -15.0%
G GENPACT LIMITED 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.82 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.20 Unrealized -29.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 1 Est. Cost $281.51 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.48 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.04 Unrealized 0.0%