Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 19, 2021

Total Value ($000): $116,970 (100.0% shares, 0.0% debt)

Holdings (326)

MSFT MICROSOFT CORP COM 6.6%
Value ($000) $7,668 Shares 28,307 Est. Cost $222.90 Unrealized +9.8%
AAPL APPLE INC. COM 5.6%
Value ($000) $6,500 Shares 47,456 Est. Cost $125.06 Unrealized +1.1%
GOOGL ALPHABET INC CLASS A 4.4%
Value ($000) $5,091 Shares 2,085 Est. Cost $97.95 Unrealized +18.3%
UNH UNITEDHEALTH GROUP INC COM 3.3%
Value ($000) $3,855 Shares 9,628 Est. Cost $319.66 Unrealized +15.4%
MA MASTERCARD INC CL A 3.0%
Value ($000) $3,518 Shares 9,636 Est. Cost $339.57 Unrealized +6.7%
JPM JPMORGAN CHASE & CO COM 3.0%
Value ($000) $3,515 Shares 22,601 Est. Cost $127.25 Unrealized +9.8%
BAC BANK OF AMER CORP COM 2.6%
Value ($000) $2,986 Shares 72,456 Est. Cost $30.75 Unrealized +18.9%
AMZN AMAZON COM INC 2.4%
Value ($000) $2,807 Shares 816 Est. Cost $158.51 Unrealized +4.8%
TXN TEXAS INSTRS INC COM 2.2%
Value ($000) $2,601 Shares 13,523 Est. Cost $151.36 Unrealized +8.5%
TJX TJX COMPANIES, INC 2.0%
Value ($000) $2,307 Shares 34,217 Est. Cost $62.28 Unrealized +2.2%
UNP UNION PAC CORP COM 1.8%
Value ($000) $2,163 Shares 9,832 Est. Cost $188.09 Unrealized +6.5%
TE CONNECTIVITY LTD 1.6%
Value ($000) $1,862 Shares 13,777 Est. Cost $129.11 Unrealized
DIS DISNEY WALT CO COM 1.5%
Value ($000) $1,803 Shares 10,253 Est. Cost $180.17 Unrealized -2.5%
V VISA INC 1.5%
Value ($000) $1,770 Shares 7,569 Est. Cost $203.18 Unrealized +8.8%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 1.5%
Value ($000) $1,741 Shares 113,606 Est. Cost $15.03 Unrealized
BLACKROCK INC 1.5%
Value ($000) $1,711 Shares 1,956 Est. Cost $754.12 Unrealized
CSX CSX CORP 1.5%
Value ($000) $1,708 Shares 53,259 Est. Cost $30.16 Unrealized +2.6%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $1,702 Shares 26,987 Est. Cost $43.31 Unrealized +15.5%
CVS CVS HEALTH CORP COM 1.4%
Value ($000) $1,681 Shares 20,142 Est. Cost $62.28 Unrealized +13.2%
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,627 Shares 5,102 Est. Cost $244.44 Unrealized +16.1%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $1,569 Shares 29,592 Est. Cost $40.62 Unrealized +12.8%
CMCSA COMCAST CORP NEW COM CL A 1.3%
Value ($000) $1,485 Shares 26,043 Est. Cost $46.15 Unrealized +6.3%
PEP PEPSICO INC COM 1.3%
Value ($000) $1,481 Shares 9,993 Est. Cost $118.06 Unrealized +6.9%
DHR DANAHER CORPORATION COM 1.3%
Value ($000) $1,478 Shares 5,507 Est. Cost $198.70 Unrealized +9.3%
ABBV ABBVIE, INC 1.2%
Value ($000) $1,462 Shares 12,981 Est. Cost $88.91 Unrealized +6.6%
CVX CHEVRON CORPORATION COM 1.2%
Value ($000) $1,387 Shares 13,242 Est. Cost $79.58 Unrealized +9.4%
GLW CORNING INC COM 1.2%
Value ($000) $1,384 Shares 33,852 Est. Cost $33.60 Unrealized +14.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $1,332 Shares 4,793 Est. Cost $242.84 Unrealized +15.1%
MMM 3M CO COM 1.1%
Value ($000) $1,321 Shares 6,651 Est. Cost $125.09 Unrealized +12.3%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $1,296 Shares 5,612 Est. Cost $191.26 Unrealized +9.4%
ABT ABBOTT LABS COM 1.1%
Value ($000) $1,295 Shares 11,171 Est. Cost $108.63 Unrealized -1.2%
INTC INTEL CORP COM 1.1%
Value ($000) $1,279 Shares 22,794 Est. Cost $54.09 Unrealized -1.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.1%
Value ($000) $1,273 Shares 14,918 Est. Cost $65.24 Unrealized +16.0%
AXP AMERICAN EXPRESS CO COM 1.1%
Value ($000) $1,239 Shares 7,502 Est. Cost $124.36 Unrealized +18.9%
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $1,102 Shares 13,548 Est. Cost $69.98 Unrealized +4.9%
SYK STRYKER CORP COM 0.9%
Value ($000) $1,072 Shares 4,126 Est. Cost $227.77 Unrealized +6.9%
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $1,070 Shares 10,443 Est. Cost $67.80 Unrealized +20.6%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $1,044 Shares 14,253 Est. Cost $68.82 Unrealized -3.4%
PNR PENTAIR PLC 0.9%
Value ($000) $1,042 Shares 15,436 Est. Cost $53.87 Unrealized +15.7%
PFE PFIZER INC COM 0.9%
Value ($000) $1,024 Shares 26,181 Est. Cost $28.10 Unrealized +10.3%
STZ CONSTELLATION BRANDS CLASS A 0.9%
Value ($000) $1,004 Shares 4,296 Est. Cost $208.00 Unrealized +4.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $982 Shares 6,695 Est. Cost $98.07 Unrealized +15.7%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $950 Shares 16,956 Est. Cost $42.25 Unrealized +2.8%
LYB LYONDELLBASELL IND NV 0.8%
Value ($000) $891 Shares 8,665 Est. Cost $70.80 Unrealized +10.1%
BA BOEING COMPANY COM 0.7%
Value ($000) $838 Shares 3,495 Est. Cost $222.27 Unrealized +8.8%
NKE NIKE CORP COM 0.7%
Value ($000) $810 Shares 5,245 Est. Cost $129.51 Unrealized -3.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $802 Shares 5,946 Est. Cost $115.68 Unrealized +4.4%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $796 Shares 7,822 Est. Cost $91.78 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.6%
Value ($000) $742 Shares 2,793 Est. Cost $228.85 Unrealized +9.4%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value ($000) $734 Shares 1,202 Est. Cost $552.79 Unrealized +7.1%
GENERAL ELECTRIC CO COM 0.6%
Value ($000) $726 Shares 53,927 Est. Cost $13.13 Unrealized
CERNER CORP 0.6%
Value ($000) $719 Shares 9,209 Est. Cost $71.91 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $684 Shares 4,153 Est. Cost $140.78 Unrealized +2.9%
MCHP MICROCHIP TECHNOLOGY INC COM 0.6%
Value ($000) $667 Shares 4,453 Est. Cost $67.53 Unrealized +2.4%
RCL ROYAL CARIBBEAN GROUP 0.6%
Value ($000) $646 Shares 7,576 Est. Cost $77.92 Unrealized +9.9%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $605 Shares 7,777 Est. Cost $63.06 Unrealized +1.7%
SMH VANECK VECTORS ETF 0.5%
Value ($000) $559 Shares 2,135 Est. Cost $243.86 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.5%
Value ($000) $548 Shares 8,197 Est. Cost $51.03 Unrealized +5.6%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $540 Shares 7,851 Est. Cost $53.36 Unrealized +4.7%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $501 Shares 8,298 Est. Cost $44.61 Unrealized +17.2%
VFC V F CORP COM 0.4%
Value ($000) $484 Shares 5,901 Est. Cost $81.17 Unrealized +2.7%
ADP AUTOMATIC DATA PROCESSING COM 0.4%
Value ($000) $481 Shares 2,422 Est. Cost $156.66 Unrealized +12.5%
AWK AMERICAN WATER WORKS 0.4%
Value ($000) $438 Shares 2,847 Est. Cost $137.66 Unrealized +3.2%
GOOG ALPHABET INC 0.4%
Value ($000) $426 Shares 170 Est. Cost $98.47 Unrealized +20.1%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $412 Shares 9,115 Est. Cost $31.62 Unrealized +26.4%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $406 Shares 1,497 Est. Cost $243.15 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $404 Shares 1,370 Est. Cost $241.32 Unrealized +11.1%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $401 Shares 1,831 Est. Cost $176.65 Unrealized +8.8%
STT STATE STR CORP COM 0.3%
Value ($000) $401 Shares 4,871 Est. Cost $66.17 Unrealized +9.5%
CARR CARRIER GLOBAL CORP COM 0.3%
Value ($000) $396 Shares 8,138 Est. Cost $36.44 Unrealized +15.2%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $388 Shares 6,377 Est. Cost $41.39 Unrealized +14.0%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $338 Shares 789 Est. Cost $396.70 Unrealized
VIACOMCBS INC COM CL B 0.3%
Value ($000) $336 Shares 7,427 Est. Cost $45.11 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $304 Shares 1,256 Est. Cost $163.21 Unrealized +17.4%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $304 Shares 727 Est. Cost $424.73 Unrealized 0.0%
T AT&T INC COM 0.3%
Value ($000) $301 Shares 10,457 Est. Cost $16.14 Unrealized +5.2%
AMT AMERICAN TOWER CORP REIT 0.3%
Value ($000) $295 Shares 1,094 Est. Cost $192.28 Unrealized +15.1%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $279 Shares 1,246 Est. Cost $184.98 Unrealized +10.8%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $240 Shares 2,060 Est. Cost $114.08 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $227 Shares 958 Est. Cost $204.18 Unrealized +12.5%
KO COCA COLA CO COM 0.2%
Value ($000) $215 Shares 3,969 Est. Cost $43.39 Unrealized +9.0%
FAST FASTENAL CO 0.2%
Value ($000) $208 Shares 4,000 Est. Cost $21.29 Unrealized +9.4%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $198 Shares 688 Est. Cost $240.18 Unrealized +8.6%
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $196 Shares 1,045 Est. Cost $147.01 Unrealized +16.2%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $178 Shares 3,732 Est. Cost $30.41 Unrealized +11.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $172 Shares 706 Est. Cost $204.69 Unrealized +3.8%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $172 Shares 1,500 Est. Cost $98.33 Unrealized +10.7%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $148 Shares 643 Est. Cost $186.06 Unrealized +3.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $146 Shares 1,172 Est. Cost $101.70 Unrealized +7.7%
CMI CUMMINS INC 0.1%
Value ($000) $145 Shares 596 Est. Cost $221.90 Unrealized +2.9%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $142 Shares 1,090 Est. Cost $125.69 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $140 Shares 1,075 Est. Cost $97.70 Unrealized +18.0%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $140 Shares 1,893 Est. Cost $58.48 Unrealized +7.2%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $138 Shares 450 Est. Cost $270.58 Unrealized +7.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $138 Shares 1,781 Est. Cost $29.07 Unrealized +5.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $133 Shares 3,594 Est. Cost $30.35 Unrealized +20.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $131 Shares 638 Est. Cost $201.55 Unrealized +2.4%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $130 Shares 1,429 Est. Cost $85.37 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $124 Shares 571 Est. Cost $189.09 Unrealized +12.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $119 Shares 412 Est. Cost $274.27 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $118 Shares 1,517 Est. Cost $60.61 Unrealized +21.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $117 Shares 1,180 Est. Cost $66.81 Unrealized +14.4%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $117 Shares 874 Est. Cost $110.86 Unrealized +1.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $115 Shares 1,842 Est. Cost $49.78 Unrealized +9.7%
DOW DOW INC 0.1%
Value ($000) $113 Shares 1,791 Est. Cost $45.81 Unrealized +11.5%
AFL AFLAC, INC. COM 0.1%
Value ($000) $107 Shares 1,997 Est. Cost $42.88 Unrealized +14.3%
TD TORONTO-DOMINION BANK NEW COM 0.1%
Value ($000) $106 Shares 1,518 Est. Cost $61.05 Unrealized +14.6%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $106 Shares 1,106 Est. Cost $77.81 Unrealized +9.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $105 Shares 1,065 Est. Cost $75.46 Unrealized +11.2%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $104 Shares 2,619 Est. Cost $35.51 Unrealized
WAT WATERS CORPORATION 0.1%
Value ($000) $101 Shares 290 Est. Cost $273.06 Unrealized +15.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $100 Shares 700 Est. Cost $129.71 Unrealized -5.8%
LINDE PLC EUR 0.1%
Value ($000) $100 Shares 345 Est. Cost $281.16 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $99 Shares 885 Est. Cost $94.02 Unrealized +8.1%
PSX PHILLIPS 66 0.1%
Value ($000) $98 Shares 1,134 Est. Cost $64.91 Unrealized +8.7%
CLX CLOROX CO 0.1%
Value ($000) $94 Shares 525 Est. Cost $165.03 Unrealized -4.6%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $93 Shares 537 Est. Cost $141.13 Unrealized +4.6%
VIG VANGUARD DIV APPRECIATION ETF 0.1%
Value ($000) $92 Shares 592 Est. Cost $146.86 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $92 Shares 1,540 Est. Cost $57.14 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $91 Shares 617 Est. Cost $118.94 Unrealized +12.6%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $88 Shares 1,076 Est. Cost $60.74 Unrealized +18.1%
ADSK AUTODESK INC COM 0.1%
Value ($000) $88 Shares 300 Est. Cost $288.38 Unrealized -1.1%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $86 Shares 978 Est. Cost $80.22 Unrealized +0.6%
FISV FISERV INC COM 0.1%
Value ($000) $84 Shares 786 Est. Cost $114.76 Unrealized +1.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $82 Shares 425 Est. Cost $156.97 Unrealized +14.4%
MRNA MODERNA INC 0.1%
Value ($000) $82 Shares 350 Est. Cost $144.91 Unrealized +23.3%
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $81 Shares 507 Est. Cost $148.71 Unrealized +4.7%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $81 Shares 1,336 Est. Cost $48.95 Unrealized +8.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $81 Shares 329 Est. Cost $227.96 Unrealized
EFX EQUIFAX INC COM 0.1%
Value ($000) $81 Shares 337 Est. Cost $170.61 Unrealized +26.8%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $75 Shares 390 Est. Cost $164.10 Unrealized
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $75 Shares 450 Est. Cost $160.90 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $75 Shares 2,346 Est. Cost $23.71 Unrealized +17.1%
IYK ISHARES U.S. CONSMR GOOD ETF 0.1%
Value ($000) $73 Shares 398 Est. Cost $175.88 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $73 Shares 430 Est. Cost $130.10 Unrealized +20.2%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $71 Shares 264 Est. Cost $261.36 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $71 Shares 12,500 Est. Cost $4.67 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $70 Shares 869 Est. Cost $70.27 Unrealized +0.0%
DE DEERE & CO 0.1%
Value ($000) $69 Shares 196 Est. Cost $307.48 Unrealized +11.5%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $68 Shares 850 Est. Cost $71.45 Unrealized +5.9%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $66 Shares 150 Est. Cost $366.83 Unrealized +14.6%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $65 Shares 991 Est. Cost $54.03 Unrealized +10.9%
LAM RESEARCH CORP LRCX 0.1%
Value ($000) $65 Shares 100 Est. Cost $600.00 Unrealized
AMAT APPLIED MATERIALS INC COM 0.1%
Value ($000) $65 Shares 453 Est. Cost $105.71 Unrealized +21.9%
EL ESTEE LAUDER COM 0.1%
Value ($000) $64 Shares 200 Est. Cost $255.03 Unrealized +10.9%
TROW T ROWE PRICE GROUP INC COM 0.1%
Value ($000) $63 Shares 316 Est. Cost $131.89 Unrealized +14.8%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $63 Shares 515 Est. Cost $118.45 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $63 Shares 900 Est. Cost $71.61 Unrealized -3.3%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $62 Shares 255 Est. Cost $225.62 Unrealized -1.6%
FDX FEDEX CORPORATION COM 0.1%
Value ($000) $60 Shares 200 Est. Cost $234.19 Unrealized +15.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $59 Shares 156 Est. Cost $299.96 Unrealized +12.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $58 Shares 735 Est. Cost $76.19 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $56 Shares 268 Est. Cost $131.98 Unrealized +24.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $56 Shares 70 Est. Cost $13.40 Unrealized +19.3%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $54 Shares 360 Est. Cost $133.15 Unrealized +6.1%
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $53 Shares 133 Est. Cost $329.77 Unrealized +8.9%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $53 Shares 765 Est. Cost $50.67 Unrealized +4.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $50 Shares 979 Est. Cost $38.28 Unrealized +14.5%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $50 Shares 125 Est. Cost $360.00 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $50 Shares 265 Est. Cost $182.34 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $48 Shares 97 Est. Cost $373.72 Unrealized +12.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $47 Shares 400 Est. Cost $106.46 Unrealized +1.7%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $46 Shares 808 Est. Cost $48.93 Unrealized +6.7%
ELV ANTHEM INC 0.0%
Value ($000) $44 Shares 114 Est. Cost $300.80 Unrealized +19.2%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.0%
Value ($000) $44 Shares 393 Est. Cost $109.41 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $44 Shares 315 Est. Cost $43.31 Unrealized +1.2%
KLAC KLA CORPORATION 0.0%
Value ($000) $43 Shares 133 Est. Cost $285.88 Unrealized +6.7%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $42 Shares 300 Est. Cost $108.17 Unrealized +18.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 469 Est. Cost $74.07 Unrealized +8.8%
CME CME GROUP INC COM 0.0%
Value ($000) $42 Shares 197 Est. Cost $163.15 Unrealized +7.6%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $42 Shares 500 Est. Cost $67.49 Unrealized +7.8%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $41 Shares 277 Est. Cost $119.66 Unrealized +10.5%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $41 Shares 260 Est. Cost $150.00 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $40 Shares 604 Est. Cost $46.24 Unrealized +12.1%
ROYAL DUTCH SHELL PLC CLASS A ADR 0.0%
Value ($000) $40 Shares 989 Est. Cost $39.02 Unrealized
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $39 Shares 600 Est. Cost $57.64 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $39 Shares 640 Est. Cost $49.84 Unrealized +7.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $38 Shares 2,088 Est. Cost $11.56 Unrealized +18.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $36 Shares 255 Est. Cost $114.59 Unrealized +17.5%
ATR APTARGROUP INC USD 0.0%
Value ($000) $36 Shares 253 Est. Cost $129.38 Unrealized +7.1%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $35 Shares 12,499 Est. Cost $2.40 Unrealized +7.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $35 Shares 860 Est. Cost $25.56 Unrealized +12.0%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $33 Shares 176 Est. Cost $176.14 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 444 Est. Cost $72.07 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 150 Est. Cost $169.70 Unrealized +15.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $32 Shares 229 Est. Cost $107.02 Unrealized +17.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $39.42 Unrealized +18.3%
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 656 Est. Cost $41.91 Unrealized +4.8%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $28 Shares 979 Est. Cost $28.03 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $28 Shares 338 Est. Cost $59.03 Unrealized +15.1%
EVR EVERCORE INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $111.29 Unrealized +15.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $27 Shares 56 Est. Cost $482.14 Unrealized
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $83.33 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $26 Shares 210 Est. Cost $112.20 Unrealized +5.5%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $26 Shares 178 Est. Cost $134.83 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $26 Shares 273 Est. Cost $91.58 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $26 Shares 342 Est. Cost $70.82 Unrealized -3.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $25 Shares 326 Est. Cost $68.07 Unrealized +4.8%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $25 Shares 234 Est. Cost $102.56 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $25 Shares 400 Est. Cost $60.00 Unrealized
USB U.S. BANCORP COM 0.0%
Value ($000) $25 Shares 431 Est. Cost $40.32 Unrealized +18.4%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $24 Shares 150 Est. Cost $112.28 Unrealized +27.0%
BIL SPDR SERIES BLOMBRG BARCLAYS 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $24 Shares 809 Est. Cost $26.93 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $24 Shares 400 Est. Cost $46.81 Unrealized +9.7%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $24 Shares 368 Est. Cost $62.50 Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $24 Shares 263 Est. Cost $65.58 Unrealized +12.4%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $45.15 Unrealized +3.9%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $23 Shares 121 Est. Cost $177.34 Unrealized +6.1%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $22 Shares 400 Est. Cost $43.57 Unrealized +8.0%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $43.04 Unrealized +4.6%
AAP ADVANCE AUTO PARTS COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $149.06 Unrealized +17.2%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $21 Shares 540 Est. Cost $28.18 Unrealized +18.8%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $21 Shares 80 Est. Cost $250.00 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $66.67 Unrealized
SAP SAP AG SPONS ADR 0.0%
Value ($000) $21 Shares 150 Est. Cost $120.00 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $123.17 Unrealized +1.9%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $20 Shares 125 Est. Cost $135.98 Unrealized +8.6%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $20 Shares 80 Est. Cost $200.84 Unrealized +17.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $20 Shares 9 Est. Cost $2185.19 Unrealized +5.1%
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $19 Shares 356 Est. Cost $53.37 Unrealized
VEA VANGUARD TAX MGD INTL FTSE DEV MKT ETF 0.0%
Value ($000) $19 Shares 360 Est. Cost $50.00 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 181 Est. Cost $99.45 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $19 Shares 350 Est. Cost $54.29 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $19 Shares 769 Est. Cost $32.51 Unrealized
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $18 Shares 1,065 Est. Cost $17.84 Unrealized
GERN GERON CORP 0.0%
Value ($000) $18 Shares 12,500 Est. Cost $1.79 Unrealized -18.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $18 Shares 80 Est. Cost $225.00 Unrealized
SNX SYNNEX CORP 0.0%
Value ($000) $18 Shares 150 Est. Cost $87.62 Unrealized +31.9%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $18 Shares 686 Est. Cost $26.24 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $17 Shares 100 Est. Cost $155.90 Unrealized +10.5%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.25 Unrealized
BP BP P.L.C. SPONSORED ADR 0.0%
Value ($000) $17 Shares 656 Est. Cost $24.39 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $17 Shares 357 Est. Cost $38.62 Unrealized +15.2%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.43 Unrealized +10.4%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.00 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $100.50 Unrealized +13.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $16 Shares 139 Est. Cost $93.53 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $96.69 Unrealized +11.8%
UTL UNITIL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.68 Unrealized +23.2%
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $8.68 Unrealized +16.2%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value ($000) $15 Shares 353 Est. Cost $27.21 Unrealized +27.4%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 401 Est. Cost $39.78 Unrealized -10.0%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $15 Shares 255 Est. Cost $40.72 Unrealized +21.1%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $13 Shares 150 Est. Cost $86.67 Unrealized
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $216.58 Unrealized +10.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $13 Shares 87 Est. Cost $137.93 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $295.08 Unrealized +6.2%
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $13 Shares 104 Est. Cost $125.00 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $13 Shares 125 Est. Cost $80.38 Unrealized +9.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 280 Est. Cost $28.63 Unrealized +18.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 146 Est. Cost $82.77 Unrealized -0.5%
AKAM AKAMAI TECHNOLOGIES INC. COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $103.25 Unrealized +8.0%
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $11 Shares 1,330 Est. Cost $10.59 Unrealized -21.9%
META FACEBOOK INC 0.0%
Value ($000) $11 Shares 33 Est. Cost $267.39 Unrealized +19.1%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $11 Shares 204 Est. Cost $44.44 Unrealized +12.2%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $11 Shares 106 Est. Cost $94.34 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $11 Shares 340 Est. Cost $27.88 Unrealized +9.5%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $21.47 Unrealized +19.7%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $10 Shares 645 Est. Cost $15.50 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $10 Shares 588 Est. Cost $17.01 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $10 Shares 125 Est. Cost $64.00 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $10 Shares 29 Est. Cost $302.09 Unrealized +3.7%
LAZARD LTD CL A 0.0%
Value ($000) $10 Shares 219 Est. Cost $45.66 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 59 Est. Cost $169.49 Unrealized
PJP INVESCO DYNAMIC ETF PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 110 Est. Cost $81.82 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $147.03 Unrealized -9.6%
EXC EXELON CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $25.25 Unrealized +8.4%
TNC TENNANT CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.90 Unrealized +8.2%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $8 Shares 48 Est. Cost $146.86 Unrealized -2.5%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $8 Shares 453 Est. Cost $18.42 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.38 Unrealized -6.3%
CDK GLOBAL INC 0.0%
Value ($000) $8 Shares 166 Est. Cost $54.22 Unrealized
TORTOISE ENERGY INFRAS CORP 0.0%
Value ($000) $7 Shares 226 Est. Cost $26.55 Unrealized
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $7 Shares 172 Est. Cost $40.70 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.52 Unrealized +7.0%
VNT VONTIER CORP 0.0%
Value ($000) $7 Shares 210 Est. Cost $32.62 Unrealized +1.0%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $471.13 Unrealized -1.1%
FINCH THERAPEUTICS 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
MANNING & NAPIER INC 0.0%
Value ($000) $6 Shares 800 Est. Cost $6.25 Unrealized
COOPER TIRE & RUBBER 0.0%
Value ($000) $6 Shares 14 Est. Cost $357.14 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $6 Shares 118 Est. Cost $34.52 Unrealized +18.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $489.77 Unrealized +6.5%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $6 Shares 6 Est. Cost $251.58 Unrealized +11.5%
HPQ HP INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.33 Unrealized +16.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $6 Shares 46 Est. Cost $130.43 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $47.61 Unrealized +15.7%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.31 Unrealized
WAB WABTEC 0.0%
Value ($000) $5 Shares 64 Est. Cost $75.50 Unrealized +4.7%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $5 Shares 563 Est. Cost $8.88 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value ($000) $5 Shares 356 Est. Cost $13.32 Unrealized -10.9%
CNI CANADIAN NATIONAL RAILWAY CO COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $101.06 Unrealized -0.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 77 Est. Cost $64.94 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.49 Unrealized +9.2%
IAC IAC/INTERACTIVE CORP NEW 0.0%
Value ($000) $4 Shares 23 Est. Cost $129.53 Unrealized 0.0%
TILRAY INC 0.0%
Value ($000) $4 Shares 210 Est. Cost $23.81 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
TRI-CONTINENTAL CORPORATION COM 0.0%
Value ($000) $4 Shares 129 Est. Cost $31.01 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
GL GLOBAL LIFE INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $92.04 Unrealized +7.1%
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
ONCOCYTE CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
IYC ISHARES U.S. CONSMR SVC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
FMC FMC CORP 0.0%
Value ($000) $3 Shares 24 Est. Cost $94.77 Unrealized +4.9%
VOXELJET AG NPV 0.0%
Value ($000) $2 Shares 140 Est. Cost $14.29 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.72 Unrealized +15.7%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $276.90 Unrealized +15.4%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $56.18 Unrealized +11.6%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.14 Unrealized +13.5%
VIMEO INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
TORTOISE MLP FD INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -11.9%
KEY KEYCORP INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.23 Unrealized +13.5%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +9.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.03 Unrealized +3.0%
ALC ALCON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $69.79 Unrealized +0.7%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $23.72 Unrealized +20.9%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +14.6%