McClarren Financial Advisors, Inc. Diversified Active

CIK: 0001842974 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 23, 2021

Total Value ($000): $123,311 (100.0% shares, 0.0% debt)

Holdings (348)

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 21.9%
Value ($000) $27,056 Shares 528,206 Est. Cost $51.54 Unrealized
VB VANGUARD SMALL CP ETF 8.4%
Value ($000) $10,314 Shares 45,836 Est. Cost $197.94 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 7.4%
Value ($000) $9,107 Shares 23,156 Est. Cost $343.66 Unrealized
VTI VANGUARD IDX FUND 7.0%
Value ($000) $8,691 Shares 39,020 Est. Cost $202.69 Unrealized
VIG VANGUARD DIV APP ETF 5.4%
Value ($000) $6,661 Shares 43,056 Est. Cost $141.14 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 5.3%
Value ($000) $6,574 Shares 28,462 Est. Cost $203.80 Unrealized
VO VANGUARD MID CAP ETF 5.3%
Value ($000) $6,508 Shares 27,441 Est. Cost $208.58 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 3.4%
Value ($000) $4,213 Shares 64,224 Est. Cost $60.38 Unrealized
IWV ISHARES RUSSELL 3000 INDEX FUND 2.2%
Value ($000) $2,729 Shares 10,665 Est. Cost $220.26 Unrealized
IVV ISHARES S&P 500 2.1%
Value ($000) $2,588 Shares 6,026 Est. Cost $375.27 Unrealized
DSI ISHARES TR MSCI KLD400 SOC 2.0%
Value ($000) $2,489 Shares 30,073 Est. Cost $71.51 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 1.6%
Value ($000) $1,935 Shares 36,550 Est. Cost $46.11 Unrealized
MGC VANGUARD MEGA CAP INDEX ETF 1.3%
Value ($000) $1,605 Shares 10,540 Est. Cost $133.45 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,569 Shares 11,482 Est. Cost $117.19 Unrealized +7.9%
VV VANGUARD LARGE CAP ETF 1.2%
Value ($000) $1,477 Shares 7,362 Est. Cost $175.60 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 1.1%
Value ($000) $1,370 Shares 25,321 Est. Cost $50.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $1,247 Shares 5,442 Est. Cost $195.82 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.9%
Value ($000) $1,157 Shares 4,785 Est. Cost $211.74 Unrealized
ESGV VANGUARD ESG US STK ETF 0.9%
Value ($000) $1,144 Shares 14,308 Est. Cost $70.22 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.8%
Value ($000) $1,043 Shares 23,797 Est. Cost $36.46 Unrealized
VYM VANGUARD HIGH DIV YLD ETF 0.8%
Value ($000) $1,015 Shares 9,705 Est. Cost $91.36 Unrealized
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.7%
Value ($000) $900 Shares 24,515 Est. Cost $33.73 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 0.6%
Value ($000) $800 Shares 15,574 Est. Cost $47.10 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $709 Shares 11,307 Est. Cost $55.24 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $668 Shares 194 Est. Cost $159.58 Unrealized +4.1%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.5%
Value ($000) $652 Shares 4,751 Est. Cost $130.53 Unrealized
SUSA ISHARES TR MSCI USA ESG SLC 0.5%
Value ($000) $651 Shares 6,822 Est. Cost $82.20 Unrealized
VSGX VANGUARD ESG INTL STK ETF 0.5%
Value ($000) $637 Shares 10,003 Est. Cost $53.23 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.5%
Value ($000) $600 Shares 9,503 Est. Cost $58.26 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.5%
Value ($000) $572 Shares 5,792 Est. Cost $86.11 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $540 Shares 1,997 Est. Cost $206.04 Unrealized +18.8%
ESGU ISHARES TR ESG AWR MSCI USA 0.4%
Value ($000) $518 Shares 5,293 Est. Cost $85.90 Unrealized
BLD TOPBUILD CORP COM 0.4%
Value ($000) $511 Shares 2,586 Est. Cost $193.77 Unrealized +6.9%
VXF VANGUARD EXTEND MKT ETF 0.4%
Value ($000) $475 Shares 2,530 Est. Cost $164.43 Unrealized
CATH GLOBAL X FDS GLOBAL X S&P 500 CATHOLIC VALUES ETF 0.4%
Value ($000) $459 Shares 8,621 Est. Cost $49.15 Unrealized
VBR VANGUARD SM CP VAL ETF 0.4%
Value ($000) $449 Shares 2,595 Est. Cost $148.30 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $377 Shares 4,758 Est. Cost $68.45 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $370 Shares 2,747 Est. Cost $122.24 Unrealized -1.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $325 Shares 2,054 Est. Cost $136.60 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $294 Shares 1,788 Est. Cost $127.53 Unrealized +13.6%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $287 Shares 117 Est. Cost $83.49 Unrealized +38.8%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $275 Shares 3,497 Est. Cost $72.89 Unrealized
CSX CSX CORP COM USD1 0.2%
Value ($000) $258 Shares 8,058 Est. Cost $29.58 Unrealized +4.7%
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 0.2%
Value ($000) $241 Shares 5,343 Est. Cost $41.82 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $237 Shares 5,051 Est. Cost $41.15 Unrealized
VIGI VANGUARD INTL DVD ETF 0.2%
Value ($000) $236 Shares 2,713 Est. Cost $81.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $227 Shares 859 Est. Cost $204.73 Unrealized +22.3%
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.2%
Value ($000) $221 Shares 830 Est. Cost $235.11 Unrealized
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $210 Shares 3,200 Est. Cost $59.11 Unrealized +1.4%
UNP UNION PAC CORP COM 0.2%
Value ($000) $209 Shares 953 Est. Cost $178.06 Unrealized +12.5%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $204 Shares 81 Est. Cost $83.92 Unrealized +41.0%
HIW HIGHWOODS PROPERTIES INC COM USD0.01 0.2%
Value ($000) $203 Shares 4,499 Est. Cost $39.59 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $192 Shares 1,906 Est. Cost $84.66 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $181 Shares 4,649 Est. Cost $28.63 Unrealized +8.3%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.1%
Value ($000) $180 Shares 652 Est. Cost $220.20 Unrealized +26.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $179 Shares 509 Est. Cost $313.61 Unrealized
IYJ ISHARES TRUST US INDUSTRIALS ETF 0.1%
Value ($000) $174 Shares 1,571 Est. Cost $97.12 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM 0.1%
Value ($000) $168 Shares 884 Est. Cost $106.49 Unrealized +49.0%
IWN ISHARES TRUST RUS 2000 VAL ETF 0.1%
Value ($000) $167 Shares 1,011 Est. Cost $131.07 Unrealized
VBK VANGUARD SML CP GRW ETF 0.1%
Value ($000) $163 Shares 563 Est. Cost $266.72 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $151 Shares 531 Est. Cost $224.01 Unrealized +11.2%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $147 Shares 841 Est. Cost $140.23 Unrealized +25.3%
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.1%
Value ($000) $147 Shares 3,746 Est. Cost $38.41 Unrealized
ESML ISHARES TR ESG AWARE MSCI 0.1%
Value ($000) $146 Shares 3,658 Est. Cost $35.74 Unrealized
BGRN ISHARES TRUST GBL GREEN ETF 0.1%
Value ($000) $139 Shares 2,541 Est. Cost $55.84 Unrealized
IWC ISHARES TRUST MICRO-CAP ETF 0.1%
Value ($000) $137 Shares 900 Est. Cost $118.23 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.1%
Value ($000) $136 Shares 8,167 Est. Cost $17.76 Unrealized
ILCG ISHARES TRUST MORNINGSTAR GRWT ETF 0.1%
Value ($000) $134 Shares 2,076 Est. Cost $109.45 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $132 Shares 1,333 Est. Cost $60.35 Unrealized +26.6%
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.1%
Value ($000) $131 Shares 1,715 Est. Cost $76.38 Unrealized
LLY ELI LILLY AND COMPANY COM 0.1%
Value ($000) $124 Shares 540 Est. Cost $150.82 Unrealized +27.2%
BRYN MAWR BANK CORP 0.1%
Value ($000) $117 Shares 2,794 Est. Cost $30.42 Unrealized
IDXX IDEXX LABORATORIES INC COM 0.1%
Value ($000) $116 Shares 185 Est. Cost $447.44 Unrealized +23.4%
VGT VANGUARD INF TECH ETF 0.1%
Value ($000) $110 Shares 278 Est. Cost $353.79 Unrealized
META FACEBOOK INC COM CL A 0.1%
Value ($000) $106 Shares 307 Est. Cost $272.24 Unrealized +17.0%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $102 Shares 1,829 Est. Cost $43.98 Unrealized -1.3%
POOL POOL CORPORATION COM 0.1%
Value ($000) $101 Shares 221 Est. Cost $328.73 Unrealized +21.2%
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $97 Shares 1,934 Est. Cost $46.68 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.1%
Value ($000) $95 Shares 1,285 Est. Cost $68.23 Unrealized
JPMORGAN CHASE BANK NA CD INDEX LNKD 0.1%
Value ($000) $95 Shares 100 Est. Cost $940.00 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $94 Shares 1,991 Est. Cost $26.69 Unrealized +27.3%
UNITED STATES TREAS SEC STRIP STRIP 0.1%
Value ($000) $92 Shares 93 Est. Cost $1000.00 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $90 Shares 315 Est. Cost $253.18 Unrealized
NUSC NUVEEN ESG NUVEEN ESG SMALL CAP ETF 0.1%
Value ($000) $88 Shares 1,956 Est. Cost $44.99 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $87 Shares 335 Est. Cost $214.57 Unrealized +13.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $87 Shares 770 Est. Cost $96.61 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $83 Shares 1,255 Est. Cost $62.95 Unrealized
CZA INVESCO EXCHANGE TRADED FD TR ZACKS MID CAP ETF 0.1%
Value ($000) $82 Shares 912 Est. Cost $75.66 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $82 Shares 415 Est. Cost $176.27 Unrealized 0.0%
CMCSA COMCAST CORP COM CL A 0.1%
Value ($000) $82 Shares 1,447 Est. Cost $43.36 Unrealized +13.2%
VT VANGUARD TT WRLD ST ETF 0.1%
Value ($000) $80 Shares 781 Est. Cost $92.05 Unrealized
T AT&T INC COM 0.1%
Value ($000) $80 Shares 2,812 Est. Cost $15.39 Unrealized +10.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $78 Shares 362 Est. Cost $153.98 Unrealized +37.6%
ULST SSGA ACTIVE ETF TR ULT SHT TRM BD ETF 0.1%
Value ($000) $76 Shares 1,885 Est. Cost $40.40 Unrealized
SHOP SHOPIFY INC COM CL A 0.1%
Value ($000) $75 Shares 52 Est. Cost $117.25 Unrealized +5.1%
OEF ISHARES TRUST S&P 100 ETF 0.1%
Value ($000) $74 Shares 381 Est. Cost $171.60 Unrealized
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $72 Shares 466 Est. Cost $98.14 Unrealized +42.4%
TT TRANE TECHNOLOGIES PLC COM 0.1%
Value ($000) $72 Shares 391 Est. Cost $129.28 Unrealized +30.0%
LQD ISHARES TRUST IBOXX INV CP ETF 0.1%
Value ($000) $70 Shares 528 Est. Cost $137.67 Unrealized
ABM ABM INDUSTRIES INC COM 0.1%
Value ($000) $68 Shares 1,552 Est. Cost $34.15 Unrealized +33.7%
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $67 Shares 1,075 Est. Cost $50.13 Unrealized +8.9%
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $65 Shares 444 Est. Cost $98.91 Unrealized +14.7%
MORGAN STANLEY BK NA SALT LAKE CD INDEX LNKD 0.1%
Value ($000) $64 Shares 55 Est. Cost $1127.27 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $64 Shares 571 Est. Cost $89.63 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $62 Shares 164 Est. Cost $318.96 Unrealized +6.1%
TXT TEXTRON INC COM 0.0%
Value ($000) $61 Shares 895 Est. Cost $41.81 Unrealized +53.9%
TGT TARGET CORP COM 0.0%
Value ($000) $61 Shares 254 Est. Cost $144.87 Unrealized +32.2%
IMCG ISHARES TRUST MRGSTR MD CP GRW ETF 0.0%
Value ($000) $59 Shares 868 Est. Cost $120.42 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $57 Shares 1,043 Est. Cost $45.53 Unrealized +17.7%
DISCOVER BANK CD 0.0%
Value ($000) $55 Shares 55 Est. Cost $1018.18 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $53 Shares 683 Est. Cost $76.53 Unrealized
GEISINGER AUTH PA HEALTH SYS R HLTH SYS REV BONDS 0.0%
Value ($000) $52 Shares 50 Est. Cost $1060.00 Unrealized
SUSB ISHARES TRUST ESG AWARE 1 TO 5 YEAR USD C 0.0%
Value ($000) $50 Shares 1,925 Est. Cost $25.97 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $50 Shares 1,113 Est. Cost $37.94 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $50 Shares 648 Est. Cost $64.58 Unrealized -0.7%
KO COCA-COLA CO COM 0.0%
Value ($000) $48 Shares 902 Est. Cost $45.66 Unrealized +3.5%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $48 Shares 474 Est. Cost $56.46 Unrealized +44.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $48 Shares 624 Est. Cost $60.02 Unrealized +18.8%
RAIL FREIGHTCAR AMERICA INC 0.0%
Value ($000) $48 Shares 8,156 Est. Cost $6.08 Unrealized 0.0%
MMM 3M COMPANY COM 0.0%
Value ($000) $47 Shares 238 Est. Cost $117.52 Unrealized +19.5%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.0%
Value ($000) $46 Shares 328 Est. Cost $105.23 Unrealized +19.0%
CITIBANK NA CD 0.0%
Value ($000) $46 Shares 45 Est. Cost $1044.44 Unrealized
CINF CINCINNATI FINANCIAL CORP COM 0.0%
Value ($000) $45 Shares 392 Est. Cost $70.11 Unrealized +46.5%
FNDX SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF 0.0%
Value ($000) $45 Shares 832 Est. Cost $54.09 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $45 Shares 100 Est. Cost $353.72 Unrealized 0.0%
VOE VANGUARD MCAP VL IDXVIP ETF 0.0%
Value ($000) $45 Shares 320 Est. Cost $116.72 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $45 Shares 279 Est. Cost $173.08 Unrealized
FNDF SCHWAB STRATEGIC TR SCHWB FDT INT LG ETF 0.0%
Value ($000) $44 Shares 1,324 Est. Cost $33.23 Unrealized
XCEM COLUMBIA ETF TR II EM CORE EX ETF 0.0%
Value ($000) $44 Shares 1,328 Est. Cost $29.37 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $43 Shares 299 Est. Cost $119.35 Unrealized +11.6%
VHT VANGUARD HEALTH CAR ETF 0.0%
Value ($000) $43 Shares 175 Est. Cost $224.14 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $42 Shares 700 Est. Cost $59.33 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 0.0%
Value ($000) $40 Shares 875 Est. Cost $45.71 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $40 Shares 357 Est. Cost $78.94 Unrealized +20.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $40 Shares 555 Est. Cost $63.29 Unrealized
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF 0.0%
Value ($000) $40 Shares 1,956 Est. Cost $20.45 Unrealized
FNDA SCHWAB STRATEGIC TR SCHWAB FDT US SC ETF 0.0%
Value ($000) $39 Shares 727 Est. Cost $53.65 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $39 Shares 101 Est. Cost $358.92 Unrealized +0.0%
FULT FULTON FINANCIAL CORP COM 0.0%
Value ($000) $38 Shares 2,436 Est. Cost $9.56 Unrealized +46.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $36 Shares 837 Est. Cost $42.23 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP COM 0.0%
Value ($000) $36 Shares 239 Est. Cost $138.58 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $35 Shares 557 Est. Cost $38.06 Unrealized +42.0%
PENNSYLVANIA ST HIGHER EDL FAC REV BDS CLBL 0.0%
Value ($000) $35 Shares 35 Est. Cost $1028.57 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $35 Shares 8,454 Est. Cost $4.14 Unrealized
IEUS ISHARES TRUST DEVSMCP EXNA ETF 0.0%
Value ($000) $34 Shares 500 Est. Cost $60.68 Unrealized
MGV VANGUARD MEGA CAP 300 VALUE INDEX FUND 0.0%
Value ($000) $34 Shares 348 Est. Cost $97.70 Unrealized
GILEAD SCIENCES INC NOTE M/W CLBL 0.0%
Value ($000) $34 Shares 34 Est. Cost $1029.41 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 0.0%
Value ($000) $31 Shares 575 Est. Cost $53.91 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $31 Shares 473 Est. Cost $51.99 Unrealized +3.6%
AMT AMERICAN TOWER CORP COM USD0.01 0.0%
Value ($000) $31 Shares 117 Est. Cost $199.58 Unrealized +10.9%
CENTRE CNTY PA HOSP AUTH REV HOSP REV BDS 0.0%
Value ($000) $30 Shares 30 Est. Cost $1033.33 Unrealized
STATE BANK OF INDIA NEW YORK CD 0.0%
Value ($000) $30 Shares 30 Est. Cost $1033.33 Unrealized
FED HOME LOAN MTG CORP CMO 4088 CD 0.0%
Value ($000) $30 Shares 28 Est. Cost $1035.71 Unrealized
VNQI VANGUARD GLB EX US ETF 0.0%
Value ($000) $30 Shares 528 Est. Cost $53.03 Unrealized
IYY ISHARES DOW JONES US ETF 0.0%
Value ($000) $30 Shares 279 Est. Cost $100.36 Unrealized
HIGH INCOME SECURITIES FUND SHS BEN INT 0.0%
Value ($000) $29 Shares 3,041 Est. Cost $8.78 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $27 Shares 184 Est. Cost $121.24 Unrealized +4.1%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $27 Shares 372 Est. Cost $72.58 Unrealized
ALLE ALLEGION PLC COM 0.0%
Value ($000) $26 Shares 190 Est. Cost $101.61 Unrealized +26.5%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $26 Shares 144 Est. Cost $155.43 Unrealized +7.1%
NUMG NUVEEN ESG NUVEEN ESG MID CAP GRWTH ETF 0.0%
Value ($000) $26 Shares 487 Est. Cost $53.39 Unrealized
RTX RAYTHEON TECH CORP COM 0.0%
Value ($000) $26 Shares 313 Est. Cost $58.43 Unrealized +29.6%
TRN TRINITY INDUSTRIES INC COM 0.0%
Value ($000) $25 Shares 957 Est. Cost $18.45 Unrealized +27.1%
CENTRE CNTY PA HOSP AUTH REV HOSP REV BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1040.00 Unrealized
ALTRIA GROUP INC NOTE M/W CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1040.00 Unrealized
ISCG ISHARES TRUST MRGSTR SM CP GR ETF 0.0%
Value ($000) $24 Shares 464 Est. Cost $92.71 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $24 Shares 637 Est. Cost $29.06 Unrealized +17.4%
FORTUNA SILVER MINES INC COM 0.0%
Value ($000) $24 Shares 4,500 Est. Cost $5.33 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $23 Shares 98 Est. Cost $216.27 Unrealized 0.0%
FNB FNB CORP PA COM 0.0%
Value ($000) $23 Shares 1,907 Est. Cost $7.01 Unrealized +56.7%
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $23 Shares 155 Est. Cost $118.94 Unrealized +12.6%
V VISA INC COM CL A 0.0%
Value ($000) $23 Shares 101 Est. Cost $197.28 Unrealized +12.0%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $22 Shares 158 Est. Cost $107.44 Unrealized +19.6%
VCSH VANGUARD SHRT TRM CORP BD ETF 0.0%
Value ($000) $22 Shares 276 Est. Cost $81.97 Unrealized
HOG HARLEY DAVIDSON COM 0.0%
Value ($000) $22 Shares 498 Est. Cost $34.31 Unrealized +35.3%
CME CME GROUP INC COM 0.0%
Value ($000) $22 Shares 106 Est. Cost $138.43 Unrealized +26.8%
CSCO CISCO SYSTEMS INC COM 0.0%
Value ($000) $21 Shares 402 Est. Cost $35.56 Unrealized +28.9%
DLR DIGITAL REALTY TRUST INC COM STK USD0.01 0.0%
Value ($000) $20 Shares 135 Est. Cost $119.38 Unrealized +7.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $20 Shares 145 Est. Cost $124.78 Unrealized -2.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 405 Est. Cost $44.81 Unrealized +16.5%
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $19 Shares 2,380 Est. Cost $9.42 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $19 Shares 217 Est. Cost $94.18 Unrealized
FIS FIDELITY NATIONAL INFORMATION COM 0.0%
Value ($000) $19 Shares 137 Est. Cost $133.35 Unrealized 0.0%
FED NATIONAL MTG ASSN CMO 2012-154 PW 0.0%
Value ($000) $19 Shares 18 Est. Cost $1055.56 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $19 Shares 139 Est. Cost $45.24 Unrealized -3.2%
WMK WEIS MARKETS INC 0.0%
Value ($000) $18 Shares 361 Est. Cost $43.25 Unrealized +11.7%
BR BROADRIDGE FIN SOLUTIONS INC COM 0.0%
Value ($000) $18 Shares 113 Est. Cost $147.75 Unrealized 0.0%
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $18 Shares 304 Est. Cost $47.03 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $18 Shares 367 Est. Cost $33.17 Unrealized +32.2%
ACA ARCOSA INC COM 0.0%
Value ($000) $17 Shares 294 Est. Cost $60.52 Unrealized +0.8%
AFL AFLAC INC COM 0.0%
Value ($000) $17 Shares 326 Est. Cost $36.33 Unrealized +34.9%
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $17 Shares 62 Est. Cost $247.46 Unrealized +5.4%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $87.00 Unrealized 0.0%
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $16 Shares 16 Est. Cost $1000.00 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
FVD FIRST TR VALUE LINE DIVID INDE SHS 0.0%
Value ($000) $15 Shares 378 Est. Cost $34.76 Unrealized
PXE INVESCO EXCHANGE TRADED FD TR DYNMC ENRG EXP ETF 0.0%
Value ($000) $15 Shares 853 Est. Cost $17.58 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $15 Shares 313 Est. Cost $36.44 Unrealized +15.2%
GLW CORNING INC COM 0.0%
Value ($000) $15 Shares 382 Est. Cost $30.87 Unrealized +24.1%
BHP BHP GROUP LTD ADR SPONSORED 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
UNITED STATES TREASURY NOTES NOTE 0.0%
Value ($000) $14 Shares 14 Est. Cost $1000.00 Unrealized
JP MORGAN CHASE BANK NATIONAL CD INDEX LNKD 0.0%
Value ($000) $14 Shares 14 Est. Cost $1000.00 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $14 Shares 297 Est. Cost $47.14 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $14 Shares 312 Est. Cost $42.06 Unrealized -1.3%
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $14 Shares 204 Est. Cost $49.98 Unrealized +17.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $14 Shares 126 Est. Cost $92.76 Unrealized +16.5%
WESTMORELAND CNTY PA MUN AUTH REV BDS 0.0%
Value ($000) $14 Shares 15 Est. Cost $1000.00 Unrealized
DNP SELECT INCOME FUND INC COM 0.0%
Value ($000) $14 Shares 1,377 Est. Cost $9.53 Unrealized
MCD MCDONALD'S CORPORATION COM 0.0%
Value ($000) $14 Shares 64 Est. Cost $193.22 Unrealized +8.3%
SPYX SPDR SERIES TRUST SPDR S&P 500 ETF 0.0%
Value ($000) $14 Shares 136 Est. Cost $88.89 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.0%
Value ($000) $13 Shares 160 Est. Cost $71.95 Unrealized +1.1%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $13 Shares 69 Est. Cost $134.84 Unrealized +21.8%
FED HOME LOAN MTG CORP FHLMC REFERENCE NOTES 0.0%
Value ($000) $13 Shares 13 Est. Cost $1000.00 Unrealized
IYT ISHARES TRUST TRANS AVG ETF 0.0%
Value ($000) $13 Shares 51 Est. Cost $216.35 Unrealized
GOVERNMENT NATIONAL MTG ASSN CMO 2012-63 UL 0.0%
Value ($000) $13 Shares 12 Est. Cost $1083.33 Unrealized
HAL HALLIBURTON CO COM USD2.50 0.0%
Value ($000) $13 Shares 602 Est. Cost $14.16 Unrealized +43.7%
ORCL ORACLE CORP 0.0%
Value ($000) $13 Shares 167 Est. Cost $55.51 Unrealized +32.6%
MDU MDU RESOURCES GROUP INC COM 0.0%
Value ($000) $12 Shares 398 Est. Cost $8.05 Unrealized +36.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $12 Shares 153 Est. Cost $60.07 Unrealized +19.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $12 Shares 163 Est. Cost $65.64 Unrealized +1.3%
UNITED STATES TREASURY BONDS BOND 0.0%
Value ($000) $11 Shares 7 Est. Cost $1571.43 Unrealized
FRONTIER COMMU COM 0.0%
Value ($000) $11 Shares 446 Est. Cost $24.66 Unrealized
TRACY CALIF OPER PARTNERSHIP J REV BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.0%
Value ($000) $10 Shares 189 Est. Cost $51.63 Unrealized
ILLINOIS ST GO BDS M/W 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
TANZANIAN GOLD CORPORATION COM 0.0%
Value ($000) $10 Shares 20,000 Est. Cost $0.50 Unrealized
VSS VANGUARD FTSE SMCAP ETF 0.0%
Value ($000) $10 Shares 79 Est. Cost $113.92 Unrealized
WESTPORT FUEL SYSTEMS INC COM 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.00 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 164 Est. Cost $39.12 Unrealized +30.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $9 Shares 119 Est. Cost $23.71 Unrealized +29.0%
BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 10 Est. Cost $702.48 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $192.22 Unrealized +25.8%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.06 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $8 Shares 35 Est. Cost $233.13 Unrealized -0.5%
VFC V F CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.92 Unrealized +4.3%
TAN INVESCO EXCHANGE TRADED FUND T SOLAR ETF 0.0%
Value ($000) $8 Shares 90 Est. Cost $100.00 Unrealized
NORW GLOBAL X FDS FTSE NORDIC REG ETF 0.0%
Value ($000) $8 Shares 265 Est. Cost $26.42 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $8 Shares 487 Est. Cost $15.24 Unrealized
SU SUNCOR ENERGY INC COM 0.0%
Value ($000) $8 Shares 349 Est. Cost $19.09 Unrealized 0.0%
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $3.01 Unrealized 0.0%
TBHC KIRKLAND'S INC COM 0.0%
Value ($000) $7 Shares 336 Est. Cost $13.66 Unrealized +96.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $33.76 Unrealized +30.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $7 Shares 572 Est. Cost $13.33 Unrealized -11.0%
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 119 Est. Cost $56.16 Unrealized +13.6%
SOXX ISHARES TRUST ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $6 Shares 14 Est. Cost $360.00 Unrealized
TRGP TARGA RESOURCES CORPORATION COM 0.0%
Value ($000) $6 Shares 154 Est. Cost $19.24 Unrealized +83.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $6 Shares 52 Est. Cost $96.15 Unrealized
HXL HEXCEL CORPORATION COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.54 Unrealized +32.4%
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
BP BP ADR SPONSORED 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $445.83 Unrealized -25.3%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $58.41 Unrealized +15.3%
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $5 Shares 82 Est. Cost $57.93 Unrealized 0.0%
EGY VAALCO ENERGY INC COM 0.0%
Value ($000) $5 Shares 1,600 Est. Cost $2.26 Unrealized 0.0%
PLNT PLANET FITNESS INC COM CL A 0.0%
Value ($000) $5 Shares 78 Est. Cost $79.38 Unrealized +0.3%
DDD 3 D SYSTEMS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $8.13 Unrealized +225.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.82 Unrealized 0.0%
VOT VANGUARD MCAP GR IDXVIP ETF 0.0%
Value ($000) $4 Shares 19 Est. Cost $210.53 Unrealized
NEWCREST MINING ADR 0.0%
Value ($000) $4 Shares 244 Est. Cost $16.39 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $179.43 Unrealized +28.0%
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $4 Shares 202 Est. Cost $19.80 Unrealized
SSRM SSR MINING INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.81 Unrealized 0.0%
WY WEYERHAEUSER COMPANY COM USD1.25 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.53 Unrealized 0.0%
XSD SPDR SERIES TRUST S&P SEMICNDCTR ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $117.65 Unrealized
TEEKAY LNG PARTNERS LP PARTNERSHIP UNITS 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
PNR PENTAIR PLC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $48.10 Unrealized +29.5%
ROYAL DUTCH SHELL ADR SPONSORED 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $255.95 Unrealized +3.0%
OXY OCCIDENTAL PETROLEUM CORP COM 0.0%
Value ($000) $3 Shares 101 Est. Cost $25.29 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.77 Unrealized 0.0%
INSP INSPIRE MEDICAL SYSTEMS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $163.50 Unrealized +21.3%
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.05 Unrealized +21.3%
MAGA ETF SERIES SOLUTIONS POINT BRIDGE GOP ETF 0.0%
Value ($000) $3 Shares 96 Est. Cost $20.83 Unrealized
SPPP SPROTT PHYS PLAT & PALLAD TRST UNIT 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $40.08 Unrealized +56.5%
PINS PINTEREST INC COM CL A 0.0%
Value ($000) $3 Shares 39 Est. Cost $59.99 Unrealized +16.2%
TFC TRUIST FINANCIAL CORPORATION COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.57 Unrealized +8.0%
GOLDMAN SACHS BK USA NEW YORK CD 0.0%
Value ($000) $2 Shares 2 Est. Cost $1000.00 Unrealized
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.45 Unrealized 0.0%
VREX VAREX IMAGING CORPORATION COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.52 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 328 Est. Cost $6.10 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $115.62 Unrealized +22.2%
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $19.29 Unrealized +17.3%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $95.08 Unrealized +15.2%
CREDIT SUISSE FIRST BOSTON MTG CMO 2005-8 IX-A-11 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $2 Shares 145 Est. Cost $20.69 Unrealized
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $62.50 Unrealized
ALC ALCON INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $61.67 Unrealized +14.0%
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.00 Unrealized 0.0%
CDE COEUR MINING INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $9.64 Unrealized 0.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $150.83 Unrealized -11.9%
TSLA TESLA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $251.06 Unrealized -13.5%
REEMF RARE ELEMENT RESOURCES LTD COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.94 Unrealized 0.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $26.93 Unrealized 0.0%
FED HOME LOAN MTG CORP CMO 3107 YY 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
EGO ELDORADO GOLD CORP COM 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.13 Unrealized 0.0%
FRONTIER COMMUNICATIONS HLDGS NOTE CLBL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1000.00 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.24 Unrealized
ENERPLUS CORPORATION COM 0.0%
Value ($000) $1 Shares 209 Est. Cost $4.81 Unrealized
SJM SMUCKER (JM) CO COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.50 Unrealized +13.3%
ZYNGA INC 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.25 Unrealized
NUGT DIREXION SHARES ETF TRUST DIREXION DLY GLD MIN IDX 2X 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
NVT NVENT ELECTRIC PLC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $19.42 Unrealized +47.6%
ZS ZSCALER INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $159.02 Unrealized +19.6%
AMEDISYS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VAL/WS VALARIS LTD WARRANT 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CRWD CROWDSTRIKE HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $155.87 Unrealized +38.1%
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.38 Unrealized +27.3%
CHKP CHECK POINT SFTWRE COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $122.19 Unrealized -3.4%
CYBERARK SOFTWARE LTD COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PALADIN ENERGY LIMITED COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.29 Unrealized +7.6%
AGENUS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $339.57 Unrealized +6.7%
ADBE ADOBE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $483.11 Unrealized +6.7%
ANIP ANI PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.02 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.17 Unrealized +26.2%
JNUG DIREXION SHARES ETF TRUST DIRXN DLY JR GLD MIN IDX 2X 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $224.62 Unrealized -0.5%
FFSM FIDELITY SMALL-MID CAP OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 88 Est. Cost Unrealized
NUSMF NAUTILUS MINERALS INC COM 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.01 Unrealized 0.0%
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $0 Shares 396 Est. Cost $2.52 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.15 Unrealized +19.4%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
OKTA OKTA INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $237.69 Unrealized +1.5%
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $40.45 Unrealized +37.1%
FCG FIRST TRUST EXCHANGE-TRADED FU NAT GAS ETF 0.0%
Value ($000) $0 Shares 52 Est. Cost $18.87 Unrealized
OMRNY OMRON CORP ADR SPONSORED 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.72 Unrealized +26.8%
FTNT FORTINET INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.28 Unrealized +68.9%
HMY HARMONY GOLD MINING CO ADR SPONSORED 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.15 Unrealized +19.4%
SOUHY SOUTH32 LTD ADR SPONSORED 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $2.59 Unrealized 0.0%
TJX TJX COS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $56.47 Unrealized +12.7%
MASTER ASSET SECURITIZATION TR CMO 2004-1 5-A-4 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
SRSR SARISSA RESOURCES INC COM 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized 0.0%
TCEHY TENCENT HOLDINGS LIMITED ADR UNSPONSORED 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SAILPOINT TECH HLDGS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
NKE NIKE INC COM CL B 0.0%
Value ($000) $0 Shares 5 Est. Cost $123.21 Unrealized +2.0%
NOK NOKIA OYJ ADR SPONSORED 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
AVLNF AVALON ADVANCED MATERIALS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.14 Unrealized 0.0%
C CITIGROUP INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.72 Unrealized 0.0%
CREDIT SUISSE FIRST BOSTON MTG CMO 2003-23 I-A-11 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
AIG AMER INTL GRP INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $31.24 Unrealized +42.4%