Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 12, 2021

Total Value ($000): $115,745 (100.0% shares, 0.0% debt)

Holdings (337)

MSFT MICROSOFT CORP COM 6.8%
Value ($000) $7,893 Shares 27,999 Est. Cost $222.90 Unrealized +25.9%
AAPL APPLE INC. COM 5.8%
Value ($000) $6,691 Shares 47,290 Est. Cost $125.06 Unrealized +15.1%
GOOGL ALPHABET INC CLASS A 4.8%
Value ($000) $5,566 Shares 2,082 Est. Cost $97.95 Unrealized +37.9%
UNH UNITEDHEALTH GROUP INC COM 3.2%
Value ($000) $3,742 Shares 9,576 Est. Cost $319.66 Unrealized +20.4%
JPM JPMORGAN CHASE & CO COM 3.2%
Value ($000) $3,703 Shares 22,621 Est. Cost $127.25 Unrealized +10.2%
MA MASTERCARD INC CL A 2.9%
Value ($000) $3,392 Shares 9,757 Est. Cost $339.76 Unrealized +4.4%
BAC BANK OF AMER CORP COM 2.7%
Value ($000) $3,072 Shares 72,356 Est. Cost $30.75 Unrealized +17.4%
AMZN AMAZON COM INC 2.3%
Value ($000) $2,694 Shares 820 Est. Cost $158.51 Unrealized +8.8%
TXN TEXAS INSTRS INC COM 2.2%
Value ($000) $2,600 Shares 13,523 Est. Cost $151.36 Unrealized +11.0%
TJX TJX COMPANIES, INC 1.9%
Value ($000) $2,252 Shares 34,140 Est. Cost $62.28 Unrealized +5.1%
UNP UNION PAC CORP COM 1.7%
Value ($000) $1,927 Shares 9,832 Est. Cost $188.09 Unrealized +3.8%
TE CONNECTIVITY LTD 1.6%
Value ($000) $1,894 Shares 13,798 Est. Cost $129.11 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 1.6%
Value ($000) $1,882 Shares 125,235 Est. Cost $15.03 Unrealized
DIS DISNEY WALT CO COM 1.5%
Value ($000) $1,734 Shares 10,253 Est. Cost $180.17 Unrealized -3.3%
CVS CVS HEALTH CORP COM 1.5%
Value ($000) $1,699 Shares 20,017 Est. Cost $62.28 Unrealized +16.5%
V VISA INC 1.5%
Value ($000) $1,682 Shares 7,553 Est. Cost $203.18 Unrealized +11.7%
DHR DANAHER CORPORATION COM 1.4%
Value ($000) $1,676 Shares 5,507 Est. Cost $198.70 Unrealized +34.3%
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,673 Shares 5,097 Est. Cost $244.44 Unrealized +20.5%
BLACKROCK INC 1.4%
Value ($000) $1,638 Shares 1,953 Est. Cost $754.12 Unrealized
CSCO CISCO SYS INC COM 1.4%
Value ($000) $1,601 Shares 29,423 Est. Cost $40.62 Unrealized +21.2%
CSX CSX CORP 1.4%
Value ($000) $1,583 Shares 53,259 Est. Cost $30.16 Unrealized -0.1%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $1,477 Shares 25,117 Est. Cost $43.31 Unrealized +11.9%
CMCSA COMCAST CORP NEW COM CL A 1.3%
Value ($000) $1,457 Shares 26,043 Est. Cost $46.15 Unrealized +11.4%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,435 Shares 9,538 Est. Cost $118.06 Unrealized +14.3%
ABBV ABBVIE, INC 1.2%
Value ($000) $1,377 Shares 12,767 Est. Cost $88.91 Unrealized +9.3%
MCD MCDONALDS CORP COM 1.2%
Value ($000) $1,353 Shares 5,612 Est. Cost $191.26 Unrealized +12.9%
CVX CHEVRON CORPORATION COM 1.1%
Value ($000) $1,331 Shares 13,123 Est. Cost $79.58 Unrealized +4.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.1%
Value ($000) $1,314 Shares 4,814 Est. Cost $242.84 Unrealized +15.7%
ABT ABBOTT LABS COM 1.1%
Value ($000) $1,307 Shares 11,064 Est. Cost $108.63 Unrealized +4.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.1%
Value ($000) $1,258 Shares 14,635 Est. Cost $65.24 Unrealized +18.6%
AXP AMERICAN EXPRESS CO COM 1.1%
Value ($000) $1,257 Shares 7,502 Est. Cost $124.36 Unrealized +27.3%
GLW CORNING INC COM 1.1%
Value ($000) $1,236 Shares 33,881 Est. Cost $33.60 Unrealized +5.0%
INTC INTEL CORP COM 1.0%
Value ($000) $1,207 Shares 22,653 Est. Cost $54.09 Unrealized -7.9%
MMM 3M CO COM 1.0%
Value ($000) $1,166 Shares 6,643 Est. Cost $125.09 Unrealized +9.8%
PFE PFIZER INC COM 1.0%
Value ($000) $1,130 Shares 26,281 Est. Cost $28.10 Unrealized +26.9%
PNR PENTAIR PLC 1.0%
Value ($000) $1,121 Shares 15,436 Est. Cost $53.87 Unrealized +30.9%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $1,115 Shares 14,200 Est. Cost $68.82 Unrealized +4.4%
SYK STRYKER CORP COM 0.9%
Value ($000) $1,088 Shares 4,126 Est. Cost $227.77 Unrealized +12.1%
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $1,053 Shares 10,016 Est. Cost $67.80 Unrealized +23.0%
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $1,014 Shares 13,407 Est. Cost $69.98 Unrealized +2.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $930 Shares 6,695 Est. Cost $98.07 Unrealized +14.3%
STZ CONSTELLATION BRANDS CLASS A 0.8%
Value ($000) $905 Shares 4,296 Est. Cost $208.00 Unrealized -2.5%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $902 Shares 16,704 Est. Cost $42.25 Unrealized +0.2%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $811 Shares 5,796 Est. Cost $115.68 Unrealized +10.0%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $807 Shares 7,930 Est. Cost $91.92 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.7%
Value ($000) $800 Shares 1,202 Est. Cost $552.79 Unrealized +22.8%
LYB LYONDELLBASELL IND NV 0.7%
Value ($000) $769 Shares 8,187 Est. Cost $70.80 Unrealized +0.9%
BA BOEING COMPANY COM 0.7%
Value ($000) $768 Shares 3,495 Est. Cost $222.27 Unrealized +0.3%
NKE NIKE CORP COM 0.6%
Value ($000) $750 Shares 5,161 Est. Cost $129.51 Unrealized +17.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.6%
Value ($000) $672 Shares 4,378 Est. Cost $67.53 Unrealized +1.1%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value ($000) $668 Shares 2,793 Est. Cost $228.85 Unrealized +2.0%
RCL ROYAL CARIBBEAN GROUP 0.6%
Value ($000) $666 Shares 7,485 Est. Cost $77.92 Unrealized +2.0%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $666 Shares 4,123 Est. Cost $140.78 Unrealized +6.7%
CERNER CORP 0.6%
Value ($000) $644 Shares 9,134 Est. Cost $71.91 Unrealized
GE GENERAL ELECTRIC CO NEW 0.5%
Value ($000) $627 Shares 6,089 Est. Cost $62.95 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $584 Shares 7,777 Est. Cost $63.06 Unrealized +4.9%
SMH VANECK SEMICONDUCTOR ETF 0.5%
Value ($000) $546 Shares 2,131 Est. Cost $243.86 Unrealized
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $536 Shares 7,675 Est. Cost $53.36 Unrealized +11.3%
ADP AUTOMATIC DATA PROCESSING COM 0.4%
Value ($000) $484 Shares 2,422 Est. Cost $156.66 Unrealized +19.8%
AWK AMERICAN WATER WORKS 0.4%
Value ($000) $481 Shares 2,847 Est. Cost $137.66 Unrealized +16.2%
BMY BRISTOL MYERS SQUIBB COM 0.4%
Value ($000) $476 Shares 8,052 Est. Cost $51.03 Unrealized +7.5%
GOOG ALPHABET INC 0.4%
Value ($000) $453 Shares 170 Est. Cost $98.47 Unrealized +39.0%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $441 Shares 7,140 Est. Cost $44.61 Unrealized +16.1%
ACN ACCENTURE PLC 0.4%
Value ($000) $438 Shares 1,370 Est. Cost $241.32 Unrealized +26.6%
CARR CARRIER GLOBAL CORP COM 0.4%
Value ($000) $419 Shares 8,083 Est. Cost $36.44 Unrealized +39.2%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $415 Shares 8,941 Est. Cost $31.62 Unrealized +31.5%
IWF ISHARES RUS 1000 GROWTH ETF 0.4%
Value ($000) $410 Shares 1,497 Est. Cost $243.15 Unrealized
STT STATE STR CORP COM 0.4%
Value ($000) $408 Shares 4,818 Est. Cost $66.17 Unrealized +13.5%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $403 Shares 5,950 Est. Cost $41.39 Unrealized +19.1%
VFC V F CORP COM 0.3%
Value ($000) $384 Shares 5,738 Est. Cost $81.17 Unrealized -5.5%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $339 Shares 789 Est. Cost $396.70 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $335 Shares 1,581 Est. Cost $176.65 Unrealized +10.2%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $311 Shares 723 Est. Cost $424.73 Unrealized +4.0%
VIACOMCBS INC COM CL B 0.3%
Value ($000) $293 Shares 7,427 Est. Cost $45.11 Unrealized
AMT AMERICAN TOWER CORP REIT 0.3%
Value ($000) $290 Shares 1,094 Est. Cost $192.28 Unrealized +29.3%
TGT TARGET CORP COM 0.2%
Value ($000) $287 Shares 1,256 Est. Cost $163.21 Unrealized +34.7%
T AT&T INC COM 0.2%
Value ($000) $279 Shares 10,325 Est. Cost $16.14 Unrealized -0.5%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $257 Shares 1,243 Est. Cost $184.98 Unrealized +9.7%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $236 Shares 2,060 Est. Cost $114.08 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $206 Shares 4,000 Est. Cost $21.29 Unrealized +14.7%
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $199 Shares 1,016 Est. Cost $147.01 Unrealized +21.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $198 Shares 990 Est. Cost $204.07 Unrealized -1.6%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $179 Shares 1,500 Est. Cost $98.33 Unrealized +14.3%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $176 Shares 688 Est. Cost $240.18 Unrealized +2.8%
KO COCA COLA CO COM 0.2%
Value ($000) $175 Shares 3,344 Est. Cost $43.39 Unrealized +12.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $165 Shares 3,627 Est. Cost $30.41 Unrealized +11.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $147 Shares 1,172 Est. Cost $101.70 Unrealized +11.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $139 Shares 602 Est. Cost $186.06 Unrealized +27.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $137 Shares 1,075 Est. Cost $97.70 Unrealized +21.5%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $135 Shares 1,080 Est. Cost $125.69 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $133 Shares 638 Est. Cost $201.55 Unrealized +3.5%
CMI CUMMINS INC 0.1%
Value ($000) $133 Shares 596 Est. Cost $221.90 Unrealized -5.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $132 Shares 1,517 Est. Cost $60.61 Unrealized +37.5%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $129 Shares 1,768 Est. Cost $58.48 Unrealized +6.8%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $126 Shares 450 Est. Cost $270.58 Unrealized +3.7%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $117 Shares 1,429 Est. Cost $85.37 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $117 Shares 1,732 Est. Cost $29.07 Unrealized -2.5%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $117 Shares 3,594 Est. Cost $30.35 Unrealized +9.0%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $115 Shares 874 Est. Cost $110.86 Unrealized +4.2%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $115 Shares 412 Est. Cost $274.27 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $110 Shares 571 Est. Cost $189.09 Unrealized +1.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $108 Shares 506 Est. Cost $204.69 Unrealized -2.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $107 Shares 1,842 Est. Cost $49.78 Unrealized +11.3%
MRNA MODERNA INC 0.1%
Value ($000) $106 Shares 275 Est. Cost $144.91 Unrealized +154.5%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $105 Shares 1,106 Est. Cost $77.81 Unrealized +17.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $104 Shares 1,065 Est. Cost $75.46 Unrealized +15.6%
WAT WATERS CORPORATION 0.1%
Value ($000) $104 Shares 290 Est. Cost $273.06 Unrealized +43.5%
AFL AFLAC, INC. COM 0.1%
Value ($000) $104 Shares 1,997 Est. Cost $42.88 Unrealized +15.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $103 Shares 1,080 Est. Cost $66.81 Unrealized +21.3%
LINDE PLC EUR 0.1%
Value ($000) $101 Shares 345 Est. Cost $281.16 Unrealized
DOW DOW INC 0.1%
Value ($000) $101 Shares 1,766 Est. Cost $45.81 Unrealized +4.4%
TD TORONTO-DOMINION BANK NEW COM 0.1%
Value ($000) $100 Shares 1,518 Est. Cost $61.05 Unrealized +9.2%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $98 Shares 885 Est. Cost $94.02 Unrealized +12.4%
ETN EATON CORP PLC 0.1%
Value ($000) $93 Shares 617 Est. Cost $118.94 Unrealized +25.5%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $91 Shares 1,540 Est. Cost $57.14 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $91 Shares 2,392 Est. Cost $35.51 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $90 Shares 700 Est. Cost $129.71 Unrealized -0.7%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $90 Shares 537 Est. Cost $141.13 Unrealized +10.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $89 Shares 1,076 Est. Cost $60.74 Unrealized +35.3%
CLX CLOROX CO 0.1%
Value ($000) $87 Shares 525 Est. Cost $165.03 Unrealized -9.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $86 Shares 425 Est. Cost $156.97 Unrealized +16.9%
ADSK AUTODESK INC COM 0.1%
Value ($000) $86 Shares 300 Est. Cost $288.38 Unrealized +6.1%
EFX EQUIFAX INC COM 0.1%
Value ($000) $85 Shares 337 Est. Cost $170.61 Unrealized +47.6%
FISV FISERV INC COM 0.1%
Value ($000) $85 Shares 786 Est. Cost $114.76 Unrealized -2.6%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $81 Shares 329 Est. Cost $227.96 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $80 Shares 1,336 Est. Cost $48.95 Unrealized +4.1%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $79 Shares 978 Est. Cost $80.22 Unrealized -2.8%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $75 Shares 390 Est. Cost $164.10 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $75 Shares 507 Est. Cost $148.71 Unrealized -4.8%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $74 Shares 450 Est. Cost $160.90 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $73 Shares 1,040 Est. Cost $64.91 Unrealized -5.7%
IYK ISHARES U.S. CONSMR GOOD ETF 0.1%
Value ($000) $71 Shares 398 Est. Cost $175.88 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $71 Shares 869 Est. Cost $70.27 Unrealized +3.7%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $69 Shares 264 Est. Cost $261.36 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $69 Shares 12,500 Est. Cost $4.67 Unrealized
VIG VANGUARD DIV APPRECIATION ETF 0.1%
Value ($000) $68 Shares 444 Est. Cost $146.86 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $68 Shares 850 Est. Cost $71.45 Unrealized +0.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $67 Shares 900 Est. Cost $71.61 Unrealized -3.9%
DE DEERE & CO 0.1%
Value ($000) $66 Shares 196 Est. Cost $307.48 Unrealized +10.4%
TROW T ROWE PRICE GROUP INC COM 0.1%
Value ($000) $62 Shares 316 Est. Cost $131.89 Unrealized +31.9%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $62 Shares 991 Est. Cost $54.03 Unrealized +8.3%
PPG PPG INDS INC COM 0.1%
Value ($000) $62 Shares 430 Est. Cost $130.10 Unrealized +12.8%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $62 Shares 255 Est. Cost $225.62 Unrealized +1.1%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $61 Shares 515 Est. Cost $118.45 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $60 Shares 133 Est. Cost $329.77 Unrealized +26.8%
EL ESTEE LAUDER COM 0.1%
Value ($000) $60 Shares 200 Est. Cost $255.03 Unrealized +19.7%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $59 Shares 150 Est. Cost $366.83 Unrealized +13.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $58 Shares 280 Est. Cost $18.89 Unrealized +9.7%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $58 Shares 1,957 Est. Cost $23.71 Unrealized +9.7%
AMAT APPLIED MATERIALS INC COM 0.1%
Value ($000) $58 Shares 453 Est. Cost $105.71 Unrealized +23.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $57 Shares 735 Est. Cost $76.19 Unrealized
LAM RESEARCH CORP LRCX 0.0%
Value ($000) $57 Shares 100 Est. Cost $600.00 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $55 Shares 360 Est. Cost $133.15 Unrealized +6.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $54 Shares 156 Est. Cost $299.96 Unrealized +6.9%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $54 Shares 765 Est. Cost $50.67 Unrealized +6.0%
INTU INTUIT INC 0.0%
Value ($000) $52 Shares 97 Est. Cost $373.72 Unrealized +40.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $51 Shares 979 Est. Cost $38.28 Unrealized +19.8%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $50 Shares 125 Est. Cost $360.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $49 Shares 268 Est. Cost $131.98 Unrealized +23.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $48 Shares 265 Est. Cost $182.34 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $106.46 Unrealized +5.2%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $45 Shares 300 Est. Cost $108.17 Unrealized +29.2%
ROYAL DUTCH SHELL PLC CLASS A ADR 0.0%
Value ($000) $44 Shares 989 Est. Cost $39.02 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $27.50 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $44 Shares 315 Est. Cost $43.31 Unrealized +5.0%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $44 Shares 277 Est. Cost $119.66 Unrealized +31.3%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $44 Shares 200 Est. Cost $234.19 Unrealized +5.9%
KLAC KLA CORPORATION 0.0%
Value ($000) $44 Shares 133 Est. Cost $285.88 Unrealized +11.5%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.0%
Value ($000) $43 Shares 393 Est. Cost $109.41 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 469 Est. Cost $74.07 Unrealized +9.2%
ELV ANTHEM INC 0.0%
Value ($000) $42 Shares 114 Est. Cost $300.80 Unrealized +18.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $41 Shares 500 Est. Cost $67.49 Unrealized +10.2%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $41 Shares 260 Est. Cost $150.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $40 Shares 640 Est. Cost $49.84 Unrealized +9.7%
OGN ORGANON & CO 0.0%
Value ($000) $40 Shares 1,225 Est. Cost $26.71 Unrealized -1.6%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $39 Shares 604 Est. Cost $46.24 Unrealized +16.4%
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $39 Shares 600 Est. Cost $57.64 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $38 Shares 255 Est. Cost $114.59 Unrealized +19.4%
CME CME GROUP INC COM 0.0%
Value ($000) $38 Shares 197 Est. Cost $163.15 Unrealized +3.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $35 Shares 229 Est. Cost $107.02 Unrealized +32.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $35 Shares 2,088 Est. Cost $11.56 Unrealized +14.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 150 Est. Cost $169.70 Unrealized +22.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 444 Est. Cost $72.07 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $33 Shares 840 Est. Cost $25.56 Unrealized +16.1%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $32 Shares 176 Est. Cost $176.14 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $31 Shares 12,499 Est. Cost $2.40 Unrealized +6.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $31 Shares 618 Est. Cost $48.93 Unrealized -0.1%
ATR APTARGROUP INC USD 0.0%
Value ($000) $30 Shares 253 Est. Cost $129.38 Unrealized -4.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $39.42 Unrealized +16.4%
WELL WELLTOWER INC 0.0%
Value ($000) $28 Shares 338 Est. Cost $59.03 Unrealized +30.1%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $27 Shares 979 Est. Cost $28.03 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $27 Shares 150 Est. Cost $112.28 Unrealized +36.7%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $27 Shares 178 Est. Cost $134.83 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $27 Shares 640 Est. Cost $41.91 Unrealized -1.6%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $27 Shares 56 Est. Cost $482.14 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $111.29 Unrealized +12.3%
NTR NUTRIEN LTD 0.0%
Value ($000) $26 Shares 400 Est. Cost $46.81 Unrealized +14.2%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $26 Shares 273 Est. Cost $91.58 Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $26 Shares 263 Est. Cost $65.58 Unrealized +30.7%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $26 Shares 342 Est. Cost $70.82 Unrealized -11.3%
USB U.S. BANCORP COM 0.0%
Value ($000) $26 Shares 431 Est. Cost $40.32 Unrealized +15.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $26 Shares 326 Est. Cost $68.07 Unrealized -0.4%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $83.33 Unrealized
KBWB INVESCO KBW ETF 0.0%
Value ($000) $25 Shares 368 Est. Cost $62.50 Unrealized
BIL SPDR SERIES BLOMBRG BARCLAYS 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $24 Shares 234 Est. Cost $102.56 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $60.00 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $43.57 Unrealized +3.6%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $45.15 Unrealized +7.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $23 Shares 540 Est. Cost $28.18 Unrealized +14.6%
ROST ROSS STORES INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $112.20 Unrealized +1.6%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $22 Shares 110 Est. Cost $177.34 Unrealized +10.0%
MTB M&T BANK CORP 0.0%
Value ($000) $22 Shares 150 Est. Cost $120.25 Unrealized 0.0%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $43.04 Unrealized -7.7%
AAP ADVANCE AUTO PARTS COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $149.06 Unrealized +25.1%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $66.67 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $21 Shares 80 Est. Cost $200.84 Unrealized +22.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $21 Shares 9 Est. Cost $2185.19 Unrealized +1.0%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $21 Shares 125 Est. Cost $135.98 Unrealized +16.2%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $20 Shares 357 Est. Cost $38.62 Unrealized +20.7%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $20 Shares 80 Est. Cost $250.00 Unrealized
SAP SAP AG SPONS ADR 0.0%
Value ($000) $20 Shares 150 Est. Cost $120.00 Unrealized
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $19 Shares 356 Est. Cost $53.37 Unrealized
ESGU ISHARES TR ESG AWARE MSCI USA ETF 0.0%
Value ($000) $19 Shares 194 Est. Cost $97.94 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $18 Shares 80 Est. Cost $225.00 Unrealized
VEA VANGUARD TAX MGD INTL FTSE DEV MKT ETF 0.0%
Value ($000) $18 Shares 360 Est. Cost $50.00 Unrealized
BP BP P.L.C. SPONSORED ADR 0.0%
Value ($000) $18 Shares 656 Est. Cost $24.39 Unrealized
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $18 Shares 1,065 Est. Cost $17.84 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 181 Est. Cost $99.45 Unrealized
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 401 Est. Cost $39.78 Unrealized +7.6%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17 Shares 140 Est. Cost $96.69 Unrealized +20.8%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.25 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $17 Shares 100 Est. Cost $155.90 Unrealized +10.9%
GERN GERON CORP 0.0%
Value ($000) $17 Shares 12,500 Est. Cost $1.79 Unrealized -25.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $17 Shares 139 Est. Cost $93.53 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $16 Shares 350 Est. Cost $54.29 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $123.17 Unrealized -3.1%
SNX SYNNEX CORP 0.0%
Value ($000) $16 Shares 150 Est. Cost $87.62 Unrealized +28.5%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $197.24 Unrealized 0.0%
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) $15 Shares 125 Est. Cost $100.50 Unrealized +9.2%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $15 Shares 353 Est. Cost $27.21 Unrealized +38.6%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $8.68 Unrealized +18.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $80.38 Unrealized +23.5%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $14 Shares 255 Est. Cost $40.72 Unrealized +30.9%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $62.43 Unrealized +4.5%
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $216.58 Unrealized +9.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $13 Shares 87 Est. Cost $137.93 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $13 Shares 104 Est. Cost $125.00 Unrealized
UTL UNITIL CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.68 Unrealized +14.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $12 Shares 340 Est. Cost $27.88 Unrealized +3.9%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.0%
Value ($000) $12 Shares 156 Est. Cost $76.92 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $12 Shares 125 Est. Cost $64.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $11 Shares 769 Est. Cost $32.51 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $120.00 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $11 Shares 204 Est. Cost $44.44 Unrealized +21.9%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $11 Shares 29 Est. Cost $302.09 Unrealized +15.4%
META FACEBOOK INC 0.0%
Value ($000) $11 Shares 33 Est. Cost $267.39 Unrealized +33.8%
AKAM AKAMAI TECHNOLOGIES INC. COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.25 Unrealized +10.7%
EXC EXELON CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $25.25 Unrealized +16.0%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $10 Shares 645 Est. Cost $15.50 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $10 Shares 106 Est. Cost $94.34 Unrealized
VUG VANGUARD GROWTH INDEX FD ETF 0.0%
Value ($000) $10 Shares 33 Est. Cost $303.03 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $295.08 Unrealized -4.4%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $10 Shares 150 Est. Cost $86.67 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $26.79 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 146 Est. Cost $82.77 Unrealized -11.5%
LAZARD LTD CL A 0.0%
Value ($000) $10 Shares 219 Est. Cost $45.66 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $10 Shares 280 Est. Cost $28.63 Unrealized +6.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $9 Shares 588 Est. Cost $17.01 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $21.47 Unrealized +16.3%
PJP INVESCO DYNAMIC ETF PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 110 Est. Cost $81.82 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $9 Shares 400 Est. Cost $25.00 Unrealized
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $8 Shares 453 Est. Cost $18.42 Unrealized -11.9%
PINS PINTEREST INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $70.06 Unrealized -12.3%
MTCH MATCH GROUP INC 0.0%
Value ($000) $8 Shares 48 Est. Cost $146.86 Unrealized +1.3%
CRON CRONOS GROUP INC 0.0%
Value ($000) $8 Shares 1,330 Est. Cost $10.59 Unrealized -35.8%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $8 Shares 14 Est. Cost $471.13 Unrealized +15.1%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $7 Shares 172 Est. Cost $40.70 Unrealized
TNC TENNANT CO 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.90 Unrealized -0.4%
MANNING & NAPIER INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $6.25 Unrealized
FVRR FIVERR INTL LTD 0.0%
Value ($000) $7 Shares 40 Est. Cost $201.42 Unrealized 0.0%
CDK GLOBAL INC 0.0%
Value ($000) $7 Shares 166 Est. Cost $54.22 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.52 Unrealized +9.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $6 Shares 46 Est. Cost $130.43 Unrealized
COOPER TIRE & RUBBER 0.0%
Value ($000) $6 Shares 14 Est. Cost $357.14 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $6 Shares 6 Est. Cost $251.58 Unrealized +33.5%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $6 Shares 118 Est. Cost $34.52 Unrealized +27.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $489.77 Unrealized +6.0%
TORTOISE ENERGY INFRAS CORP 0.0%
Value ($000) $6 Shares 226 Est. Cost $26.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 77 Est. Cost $64.94 Unrealized
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
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $5 Shares 563 Est. Cost $8.88 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $47.61 Unrealized +10.7%
HPQ HP INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.33 Unrealized +5.4%
WAB WABTEC 0.0%
Value ($000) $5 Shares 64 Est. Cost $75.50 Unrealized +11.3%
CNI CANADIAN NATIONAL RAILWAY CO COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $101.06 Unrealized +0.5%
FINCH THERAPEUTICS 0.0%
Value ($000) $5 Shares 400 Est. Cost $15.00 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
TRI-CONTINENTAL CORPORATION COM 0.0%
Value ($000) $4 Shares 129 Est. Cost $31.01 Unrealized
CYBIN INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.00 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.49 Unrealized +3.0%
VNT VONTIER CORP 0.0%
Value ($000) $4 Shares 110 Est. Cost $32.62 Unrealized +4.1%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.45 Unrealized 0.0%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.04 Unrealized 0.0%
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
IAC IAC/INTERACTIVE CORP NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $129.53 Unrealized -14.9%
GL GLOBAL LIFE INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $92.04 Unrealized -2.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $288.12 Unrealized 0.0%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 287 Est. Cost $13.32 Unrealized -12.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
IYC ISHARES U.S. CONSMR SVC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
TILRAY INC 0.0%
Value ($000) $2 Shares 210 Est. Cost $23.81 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.14 Unrealized +31.2%
ONCOCYTE CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $69.79 Unrealized +8.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.03 Unrealized +0.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $276.90 Unrealized +26.4%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.72 Unrealized +17.3%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $56.18 Unrealized +6.2%
FMC FMC CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $94.77 Unrealized -10.2%
FUBO FUBOTV INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.28 Unrealized 0.0%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -27.7%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $23.72 Unrealized +27.8%
VOXELJET AG NPV 0.0%
Value ($000) $1 Shares 140 Est. Cost $14.29 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +6.7%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +14.4%
TORTOISE MLP FD INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
KEY KEYCORP INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.23 Unrealized +6.5%