Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 18, 2022

Total Value ($000): $140,419 (100.0% shares, 0.0% debt)

Holdings (351)

MSFT MICROSOFT CORP COM 6.2%
Value ($000) $8,690 Shares 28,189 Est. Cost $224.39 Unrealized +29.9%
AAPL APPLE INC. COM 5.9%
Value ($000) $8,302 Shares 47,546 Est. Cost $125.64 Unrealized +31.2%
ABBV ABBVIE, INC 4.8%
Value ($000) $6,677 Shares 41,190 Est. Cost $114.75 Unrealized +10.2%
ABT ABBOTT LABS COM 4.1%
Value ($000) $5,702 Shares 48,172 Est. Cost $113.85 Unrealized +1.3%
GOOGL ALPHABET INC CLASS A 3.9%
Value ($000) $5,476 Shares 1,969 Est. Cost $97.95 Unrealized +37.6%
JNJ JOHNSON & JOHNSON COM 3.7%
Value ($000) $5,243 Shares 29,584 Est. Cost $150.28 Unrealized +1.0%
UNH UNITEDHEALTH GROUP INC COM 3.2%
Value ($000) $4,431 Shares 8,688 Est. Cost $319.66 Unrealized +41.1%
JPM JPMORGAN CHASE & CO COM 2.7%
Value ($000) $3,836 Shares 28,143 Est. Cost $128.53 Unrealized +4.0%
PG PROCTER AND GAMBLE CO COM 2.4%
Value ($000) $3,392 Shares 22,199 Est. Cost $135.27 Unrealized +5.1%
MA MASTERCARD INC CL A 2.4%
Value ($000) $3,305 Shares 9,248 Est. Cost $339.76 Unrealized +3.5%
BAC BANK OF AMER CORP COM 2.1%
Value ($000) $2,882 Shares 69,929 Est. Cost $30.75 Unrealized +32.8%
AMZN AMAZON COM INC 1.9%
Value ($000) $2,618 Shares 803 Est. Cost $158.68 Unrealized -2.6%
UNP UNION PAC CORP COM 1.9%
Value ($000) $2,611 Shares 9,558 Est. Cost $188.09 Unrealized +22.6%
TXN TEXAS INSTRS INC COM 1.6%
Value ($000) $2,314 Shares 12,613 Est. Cost $151.36 Unrealized +3.9%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $2,188 Shares 26,494 Est. Cost $46.58 Unrealized +45.7%
CI CIGNA CORP NEW 1.6%
Value ($000) $2,179 Shares 9,092 Est. Cost $216.79 Unrealized +0.7%
CVX CHEVRON CORPORATION COM 1.5%
Value ($000) $2,121 Shares 13,027 Est. Cost $79.58 Unrealized +54.3%
TJX TJX COMPANIES, INC 1.4%
Value ($000) $1,973 Shares 32,558 Est. Cost $62.28 Unrealized +1.5%
CVS CVS HEALTH CORP COM 1.4%
Value ($000) $1,903 Shares 18,803 Est. Cost $62.28 Unrealized +47.7%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 1.4%
Value ($000) $1,896 Shares 139,697 Est. Cost $15.03 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $1,858 Shares 6,207 Est. Cost $257.16 Unrealized +22.1%
TE CONNECTIVITY LTD 1.2%
Value ($000) $1,742 Shares 13,299 Est. Cost $129.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.2%
Value ($000) $1,665 Shares 4,719 Est. Cost $242.84 Unrealized +33.2%
V VISA INC 1.2%
Value ($000) $1,630 Shares 7,350 Est. Cost $203.18 Unrealized +3.4%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $1,562 Shares 28,028 Est. Cost $40.62 Unrealized +23.8%
DHR DANAHER CORPORATION COM 1.1%
Value ($000) $1,515 Shares 5,166 Est. Cost $198.70 Unrealized +23.7%
PEP PEPSICO INC COM 1.1%
Value ($000) $1,498 Shares 8,947 Est. Cost $118.06 Unrealized +25.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.1%
Value ($000) $1,477 Shares 14,906 Est. Cost $65.52 Unrealized +32.4%
BLACKROCK INC 1.0%
Value ($000) $1,455 Shares 1,905 Est. Cost $754.12 Unrealized
CSX CSX CORP 1.0%
Value ($000) $1,419 Shares 37,884 Est. Cost $30.16 Unrealized +11.0%
DIS DISNEY WALT CO COM 1.0%
Value ($000) $1,358 Shares 9,901 Est. Cost $180.17 Unrealized -21.6%
MMM 3M CO COM 1.0%
Value ($000) $1,354 Shares 9,094 Est. Cost $122.28 Unrealized -6.3%
PFE PFIZER INC COM 0.9%
Value ($000) $1,326 Shares 25,623 Est. Cost $28.26 Unrealized +50.3%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,322 Shares 5,347 Est. Cost $191.26 Unrealized +19.1%
AXP AMERICAN EXPRESS CO COM 0.9%
Value ($000) $1,321 Shares 7,063 Est. Cost $124.36 Unrealized +38.1%
GLW CORNING INC COM 0.9%
Value ($000) $1,206 Shares 32,676 Est. Cost $33.60 Unrealized +4.0%
PRU PRUDENTIAL FINANCIAL, INC COM 0.8%
Value ($000) $1,165 Shares 9,857 Est. Cost $67.80 Unrealized +38.8%
CMCSA COMCAST CORP NEW COM CL A 0.8%
Value ($000) $1,152 Shares 24,601 Est. Cost $46.15 Unrealized -7.2%
SYK STRYKER CORP COM 0.8%
Value ($000) $1,076 Shares 4,025 Est. Cost $227.77 Unrealized +9.0%
INTC INTEL CORP COM 0.8%
Value ($000) $1,065 Shares 21,475 Est. Cost $54.09 Unrealized -14.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,019 Shares 12,035 Est. Cost $68.82 Unrealized +4.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $1,009 Shares 7,760 Est. Cost $100.02 Unrealized +12.1%
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $990 Shares 13,052 Est. Cost $69.98 Unrealized +3.4%
STZ CONSTELLATION BRANDS CLASS A 0.7%
Value ($000) $925 Shares 4,016 Est. Cost $208.00 Unrealized +3.8%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $849 Shares 7,832 Est. Cost $91.92 Unrealized
CERNER CORP 0.6%
Value ($000) $831 Shares 8,880 Est. Cost $71.91 Unrealized
PNR PENTAIR PLC 0.6%
Value ($000) $812 Shares 14,979 Est. Cost $53.87 Unrealized +6.7%
NSC NORFOLK SOUTHN CORP COM 0.5%
Value ($000) $744 Shares 2,609 Est. Cost $228.85 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $738 Shares 14,490 Est. Cost $42.25 Unrealized -1.8%
GE GENERAL ELECTRIC CO NEW 0.5%
Value ($000) $681 Shares 7,440 Est. Cost $61.84 Unrealized -5.4%
NKE NIKE CORP COM 0.5%
Value ($000) $659 Shares 4,899 Est. Cost $129.51 Unrealized +1.9%
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $650 Shares 8,656 Est. Cost $70.66 Unrealized -2.4%
BA BOEING COMPANY COM 0.5%
Value ($000) $644 Shares 3,365 Est. Cost $222.27 Unrealized -9.7%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $596 Shares 7,113 Est. Cost $77.92 Unrealized -0.7%
ITW ILLINOIS TOOL WORKS INC COM 0.4%
Value ($000) $591 Shares 2,821 Est. Cost $195.58 Unrealized +4.1%
SMH VANECK SEMICONDUCTOR ETF 0.4%
Value ($000) $570 Shares 2,110 Est. Cost $245.03 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.4%
Value ($000) $556 Shares 7,618 Est. Cost $51.03 Unrealized +11.4%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $546 Shares 6,053 Est. Cost $69.63 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING COM 0.4%
Value ($000) $535 Shares 2,349 Est. Cost $156.66 Unrealized +25.7%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $510 Shares 1,169 Est. Cost $552.79 Unrealized -12.0%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.3%
Value ($000) $490 Shares 5,554 Est. Cost $90.19 Unrealized
VFC V F CORP COM 0.3%
Value ($000) $488 Shares 8,586 Est. Cost $74.82 Unrealized -17.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $472 Shares 4,712 Est. Cost $41.39 Unrealized +92.4%
GOOG ALPHABET INC 0.3%
Value ($000) $472 Shares 169 Est. Cost $98.47 Unrealized +37.0%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $469 Shares 5,714 Est. Cost $63.06 Unrealized +10.8%
GILD GILEAD SCIENCES COM 0.3%
Value ($000) $444 Shares 7,468 Est. Cost $53.36 Unrealized +3.4%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $435 Shares 2,632 Est. Cost $137.66 Unrealized +6.1%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $427 Shares 4,995 Est. Cost $44.61 Unrealized +56.2%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $414 Shares 8,543 Est. Cost $31.62 Unrealized +53.4%
STT STATE STR CORP COM 0.3%
Value ($000) $406 Shares 4,660 Est. Cost $66.17 Unrealized +22.4%
T AT&T INC COM 0.3%
Value ($000) $404 Shares 17,138 Est. Cost $15.56 Unrealized -4.2%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $396 Shares 1,428 Est. Cost $243.15 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $393 Shares 1,164 Est. Cost $241.32 Unrealized +32.0%
CARR CARRIER GLOBAL CORP COM 0.3%
Value ($000) $392 Shares 8,546 Est. Cost $36.97 Unrealized +20.7%
KO COCA COLA CO COM 0.2%
Value ($000) $328 Shares 5,294 Est. Cost $47.42 Unrealized +14.0%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.2%
Value ($000) $323 Shares 716 Est. Cost $396.70 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $318 Shares 673 Est. Cost $424.73 Unrealized +1.3%
CMI CUMMINS INC 0.2%
Value ($000) $291 Shares 1,414 Est. Cost $206.89 Unrealized -5.0%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $286 Shares 3,894 Est. Cost $29.85 Unrealized +0.7%
PARAMOUNT GLOBAL COM CL B 0.2%
Value ($000) $281 Shares 7,427 Est. Cost $45.11 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $281 Shares 1,443 Est. Cost $176.65 Unrealized -3.6%
TGT TARGET CORP COM 0.2%
Value ($000) $264 Shares 1,242 Est. Cost $163.21 Unrealized +17.2%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $264 Shares 2,060 Est. Cost $114.08 Unrealized
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $259 Shares 1,029 Est. Cost $192.28 Unrealized +11.7%
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $250 Shares 1,036 Est. Cost $147.75 Unrealized +38.6%
DOW DOW INC 0.2%
Value ($000) $244 Shares 3,826 Est. Cost $47.18 Unrealized +2.3%
FAST FASTENAL CO 0.2%
Value ($000) $238 Shares 4,000 Est. Cost $21.29 Unrealized +19.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value ($000) $233 Shares 562 Est. Cost $422.03 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $232 Shares 1,500 Est. Cost $98.33 Unrealized +38.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $204 Shares 714 Est. Cost $195.13 Unrealized +27.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $190 Shares 3,627 Est. Cost $30.41 Unrealized +22.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $179 Shares 3,594 Est. Cost $30.35 Unrealized +37.9%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $174 Shares 647 Est. Cost $269.02 Unrealized
APD AIR PRODUCTS & CHEMS INC COM 0.1%
Value ($000) $168 Shares 675 Est. Cost $240.18 Unrealized -3.4%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $163 Shares 3,540 Est. Cost $38.76 Unrealized -0.3%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $153 Shares 1,020 Est. Cost $125.69 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $149 Shares 1,075 Est. Cost $97.70 Unrealized +17.0%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $142 Shares 1,320 Est. Cost $109.79 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $142 Shares 520 Est. Cost $21.91 Unrealized +14.2%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $133 Shares 1,567 Est. Cost $58.48 Unrealized +14.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $131 Shares 1,184 Est. Cost $101.71 Unrealized -7.9%
AFL AFLAC, INC. COM 0.1%
Value ($000) $128 Shares 1,997 Est. Cost $42.88 Unrealized +33.6%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $128 Shares 450 Est. Cost $270.58 Unrealized +5.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $126 Shares 1,517 Est. Cost $60.61 Unrealized +27.0%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $125 Shares 1,429 Est. Cost $85.37 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $123 Shares 551 Est. Cost $189.09 Unrealized +3.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $119 Shares 775 Est. Cost $131.88 Unrealized +16.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $112 Shares 1,005 Est. Cost $75.46 Unrealized +18.2%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $109 Shares 886 Est. Cost $110.92 Unrealized +2.8%
ECL ECOLAB INC COM 0.1%
Value ($000) $109 Shares 618 Est. Cost $201.55 Unrealized -10.9%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $108 Shares 1,106 Est. Cost $77.81 Unrealized +12.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $108 Shares 446 Est. Cost $204.69 Unrealized -0.7%
LINDE PLC EUR 0.1%
Value ($000) $107 Shares 335 Est. Cost $281.16 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $104 Shares 2,392 Est. Cost $35.51 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $101 Shares 501 Est. Cost $166.02 Unrealized +28.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $101 Shares 1,080 Est. Cost $66.81 Unrealized +23.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $99 Shares 400 Est. Cost $274.27 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $98 Shares 1,540 Est. Cost $57.14 Unrealized
MKC MCCORMICK & CO COM 0.1%
Value ($000) $98 Shares 978 Est. Cost $80.22 Unrealized +11.6%
TD TORONTO-DOMINION BANK NEW COM 0.1%
Value ($000) $97 Shares 1,218 Est. Cost $61.05 Unrealized +32.0%
WM WASTE MANAGEMENT INC COM 0.1%
Value ($000) $95 Shares 600 Est. Cost $129.42 Unrealized +10.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $93 Shares 1,219 Est. Cost $62.66 Unrealized +19.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $91 Shares 1,442 Est. Cost $49.78 Unrealized +17.8%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $87 Shares 527 Est. Cost $141.13 Unrealized +7.2%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $84 Shares 329 Est. Cost $227.96 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $81 Shares 397 Est. Cost $165.07 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $81 Shares 885 Est. Cost $94.02 Unrealized -8.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $81 Shares 900 Est. Cost $71.61 Unrealized +15.2%
EFX EQUIFAX INC COM 0.1%
Value ($000) $80 Shares 337 Est. Cost $170.61 Unrealized +34.3%
ETN EATON CORP PLC 0.1%
Value ($000) $79 Shares 519 Est. Cost $118.94 Unrealized +23.9%
FISV FISERV INC COM 0.1%
Value ($000) $79 Shares 786 Est. Cost $114.76 Unrealized -11.8%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $77 Shares 150 Est. Cost $366.83 Unrealized +29.1%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $74 Shares 1,086 Est. Cost $48.95 Unrealized +20.1%
LYB LYONDELLBASELL IND NV 0.1%
Value ($000) $74 Shares 720 Est. Cost $70.80 Unrealized +4.9%
CLX CLOROX CO 0.1%
Value ($000) $73 Shares 525 Est. Cost $165.03 Unrealized -18.3%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $73 Shares 10,250 Est. Cost $4.67 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $71 Shares 410 Est. Cost $167.75 Unrealized +0.4%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $67 Shares 373 Est. Cost $160.90 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $67 Shares 778 Est. Cost $64.91 Unrealized +12.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $66 Shares 515 Est. Cost $118.45 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $66 Shares 850 Est. Cost $71.45 Unrealized +6.9%
BDX BECTON-DICKINSON & CO COM 0.0%
Value ($000) $65 Shares 245 Est. Cost $225.62 Unrealized +6.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $64 Shares 146 Est. Cost $299.96 Unrealized +21.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $64 Shares 300 Est. Cost $288.38 Unrealized -20.1%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $64 Shares 507 Est. Cost $148.71 Unrealized -21.7%
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $62 Shares 108 Est. Cost $335.51 Unrealized +49.3%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $60 Shares 299 Est. Cost $175.88 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $59 Shares 190 Est. Cost $273.06 Unrealized +19.2%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $58 Shares 1,054 Est. Cost $55.03 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $57 Shares 268 Est. Cost $131.98 Unrealized +34.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $56 Shares 430 Est. Cost $130.10 Unrealized +2.9%
EL ESTEE LAUDER COM 0.0%
Value ($000) $54 Shares 200 Est. Cost $255.03 Unrealized +10.7%
LAM RESEARCH CORP LRCX 0.0%
Value ($000) $54 Shares 100 Est. Cost $600.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 735 Est. Cost $76.19 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $54 Shares 109 Est. Cost $300.80 Unrealized +43.8%
DE DEERE & CO 0.0%
Value ($000) $53 Shares 128 Est. Cost $307.48 Unrealized +18.1%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $52 Shares 125 Est. Cost $360.00 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $51 Shares 107 Est. Cost $395.01 Unrealized +26.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $50 Shares 500 Est. Cost $67.49 Unrealized +17.4%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $50 Shares 696 Est. Cost $54.03 Unrealized +11.7%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $49 Shares 979 Est. Cost $38.28 Unrealized +32.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $48 Shares 871 Est. Cost $58.00 Unrealized
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $48 Shares 296 Est. Cost $146.86 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $48 Shares 260 Est. Cost $133.15 Unrealized +19.3%
CME CME GROUP INC COM 0.0%
Value ($000) $47 Shares 197 Est. Cost $163.15 Unrealized +23.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $47 Shares 640 Est. Cost $49.84 Unrealized +17.8%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $46 Shares 200 Est. Cost $234.19 Unrealized -7.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $46 Shares 662 Est. Cost $71.86 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $46 Shares 345 Est. Cost $106.46 Unrealized +15.1%
KLAC KLA CORPORATION 0.0%
Value ($000) $45 Shares 123 Est. Cost $285.88 Unrealized +25.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $45 Shares 459 Est. Cost $74.07 Unrealized +11.6%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $45 Shares 255 Est. Cost $114.59 Unrealized +33.9%
DRIV GLOBAL X F AUTONOMOUS AND ELECTRIC ETF 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $27.50 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $44 Shares 265 Est. Cost $182.34 Unrealized
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $44 Shares 291 Est. Cost $131.89 Unrealized -2.2%
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $43 Shares 600 Est. Cost $57.64 Unrealized
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $43 Shares 260 Est. Cost $150.00 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $42 Shares 604 Est. Cost $46.24 Unrealized +19.7%
NTR NUTRIEN LTD 0.0%
Value ($000) $42 Shares 400 Est. Cost $46.81 Unrealized +56.9%
OGN ORGANON & CO 0.0%
Value ($000) $41 Shares 1,174 Est. Cost $26.71 Unrealized +6.9%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $40 Shares 653 Est. Cost $50.67 Unrealized -4.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $40 Shares 450 Est. Cost $70.27 Unrealized +3.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $39 Shares 2,088 Est. Cost $11.56 Unrealized +22.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $39 Shares 229 Est. Cost $107.02 Unrealized +38.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $38 Shares 840 Est. Cost $25.56 Unrealized +30.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 150 Est. Cost $169.70 Unrealized +26.5%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $36 Shares 277 Est. Cost $119.66 Unrealized +11.9%
CTVA CORTEVA INC 0.0%
Value ($000) $36 Shares 640 Est. Cost $41.91 Unrealized +16.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $35 Shares 618 Est. Cost $48.93 Unrealized +0.5%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $34 Shares 176 Est. Cost $176.14 Unrealized
KBWB INVESCO KBW ETF 0.0%
Value ($000) $32 Shares 504 Est. Cost $63.84 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $32 Shares 338 Est. Cost $59.03 Unrealized +33.3%
ATR APTARGROUP INC USD 0.0%
Value ($000) $30 Shares 253 Est. Cost $129.38 Unrealized -13.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $29 Shares 697 Est. Cost $23.71 Unrealized +51.4%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $28 Shares 178 Est. Cost $134.83 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $28 Shares 979 Est. Cost $28.03 Unrealized
ASML ASML HOLDINGS N V 0.0%
Value ($000) $28 Shares 42 Est. Cost $746.03 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $28 Shares 342 Est. Cost $70.82 Unrealized +3.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $27 Shares 56 Est. Cost $482.14 Unrealized
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $26 Shares 234 Est. Cost $102.56 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $45.15 Unrealized +6.9%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $112.28 Unrealized +57.1%
WMT WALMART INC COM 0.0%
Value ($000) $25 Shares 165 Est. Cost $43.31 Unrealized +3.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $25 Shares 306 Est. Cost $68.07 Unrealized +6.7%
MTB M&T BANK CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $120.25 Unrealized +29.3%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $83.33 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $60.00 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $23 Shares 273 Est. Cost $91.58 Unrealized
USB U.S. BANCORP COM 0.0%
Value ($000) $23 Shares 431 Est. Cost $40.32 Unrealized +18.7%
MS MORGAN STANLEY COM 0.0%
Value ($000) $23 Shares 263 Est. Cost $65.58 Unrealized +29.0%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $23 Shares 300 Est. Cost $66.67 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $23 Shares 720 Est. Cost $27.14 Unrealized 0.0%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $23 Shares 80 Est. Cost $250.00 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $22 Shares 357 Est. Cost $38.62 Unrealized +42.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $28.18 Unrealized +41.5%
PEOPLES UTD FINL INC COM 0.0%
Value ($000) $21 Shares 1,065 Est. Cost $17.84 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $21 Shares 9 Est. Cost $2185.19 Unrealized +5.2%
EATON VANCE SR CEF TR 0.0%
Value ($000) $21 Shares 1,586 Est. Cost $13.24 Unrealized
ESGU ISHARES TR ESG AWARE MSCI USA ETF 0.0%
Value ($000) $20 Shares 194 Est. Cost $97.94 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value ($000) $20 Shares 353 Est. Cost $27.21 Unrealized +50.5%
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $20 Shares 65 Est. Cost $224.39 Unrealized +19.2%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $20 Shares 360 Est. Cost $43.57 Unrealized +16.2%
EVR EVERCORE INC 0.0%
Value ($000) $20 Shares 180 Est. Cost $111.29 Unrealized +2.7%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $43.04 Unrealized -12.0%
BP BP P.L.C. SPONSORED ADR 0.0%
Value ($000) $19 Shares 656 Est. Cost $24.39 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $19 Shares 210 Est. Cost $112.20 Unrealized -18.8%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $19 Shares 125 Est. Cost $135.98 Unrealized +5.5%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $19 Shares 12,499 Est. Cost $2.40 Unrealized -35.4%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $19 Shares 1,396 Est. Cost $21.28 Unrealized -29.3%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $19 Shares 456 Est. Cost $47.18 Unrealized 0.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $18 Shares 100 Est. Cost $155.90 Unrealized +16.0%
TER TERADYNE INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $123.17 Unrealized +1.1%
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $8.68 Unrealized +67.6%
GERN GERON CORP 0.0%
Value ($000) $17 Shares 12,500 Est. Cost $1.79 Unrealized -37.6%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $17 Shares 140 Est. Cost $96.69 Unrealized +18.3%
SAP SAP AG SPONS ADR 0.0%
Value ($000) $17 Shares 150 Est. Cost $120.00 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $17 Shares 125 Est. Cost $100.50 Unrealized +18.9%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $17 Shares 362 Est. Cost $73.20 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $17 Shares 255 Est. Cost $40.72 Unrealized +51.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.43 Unrealized -3.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $16 Shares 80 Est. Cost $225.00 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $200.84 Unrealized +42.2%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $15 Shares 800 Est. Cost $21.25 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $15 Shares 400 Est. Cost $25.00 Unrealized
UTL UNITIL CORP COM 0.0%
Value ($000) $15 Shares 300 Est. Cost $43.68 Unrealized +11.9%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.00 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $15 Shares 139 Est. Cost $93.53 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $15 Shares 204 Est. Cost $44.44 Unrealized +47.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $15 Shares 113 Est. Cost $80.38 Unrealized +36.5%
SNX SYNNEX CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $87.62 Unrealized +14.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $14 Shares 87 Est. Cost $137.93 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $14 Shares 125 Est. Cost $64.00 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $13 Shares 29 Est. Cost $302.09 Unrealized +34.5%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FD ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $13 Shares 287 Est. Cost $53.96 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $13 Shares 104 Est. Cost $125.00 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $12 Shares 340 Est. Cost $27.88 Unrealized +22.4%
PLUG PLUG POWER INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.79 Unrealized -11.0%
MRVL MARVEL TECH INC 0.0%
Value ($000) $11 Shares 160 Est. Cost $71.84 Unrealized -1.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $11 Shares 280 Est. Cost $28.63 Unrealized +8.4%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $11 Shares 106 Est. Cost $94.34 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $134.42 Unrealized -11.2%
EXC EXELON CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $25.25 Unrealized +45.9%
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $120.00 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $10 Shares 321 Est. Cost $29.46 Unrealized +1.7%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 401 Est. Cost $39.78 Unrealized -39.0%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $9 Shares 410 Est. Cost $21.95 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $186.36 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FD ETF 0.0%
Value ($000) $9 Shares 33 Est. Cost $303.03 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $8 Shares 588 Est. Cost $17.01 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $8 Shares 645 Est. Cost $15.50 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.77 Unrealized +0.7%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $21.47 Unrealized +15.9%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $8 Shares 14 Est. Cost $471.13 Unrealized +20.6%
TNC TENNANT CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.90 Unrealized +5.5%
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.52 Unrealized +20.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 63 Est. Cost $126.98 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $8 Shares 166 Est. Cost $54.22 Unrealized
MANNING & NAPIER INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $6.25 Unrealized
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $56.16 Unrealized -2.5%
HPQ HP INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.33 Unrealized +37.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $336.58 Unrealized -5.0%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $105.71 Unrealized +25.7%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $7 Shares 172 Est. Cost $40.70 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $481.10 Unrealized 0.0%
PJP INVESCO DYNAMIC ETF PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 84 Est. Cost $81.82 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $101.06 Unrealized +14.5%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.28 Unrealized +7.5%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $6 Shares 453 Est. Cost $18.42 Unrealized -3.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $489.77 Unrealized +9.0%
WAB WABTEC 0.0%
Value ($000) $6 Shares 64 Est. Cost $75.50 Unrealized +20.0%
COOPER TIRE & RUBBER 0.0%
Value ($000) $6 Shares 14 Est. Cost $357.14 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $197.24 Unrealized -41.6%
VOD VODAFONE GROUP PLC DEPOSITARY RECEIPT 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.37 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $5 Shares 1,330 Est. Cost $10.59 Unrealized -65.6%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $5 Shares 600 Est. Cost $8.03 Unrealized 0.0%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.31 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $5 Shares 18 Est. Cost $313.23 Unrealized -6.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 70 Est. Cost $57.14 Unrealized
BHC BAUSCH HEALTH CO INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.77 Unrealized -8.7%
MTCH MATCH GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $146.86 Unrealized -26.5%
REAL GOOD FOOD CO INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.00 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.46 Unrealized 0.0%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $56.91 Unrealized -6.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 118 Est. Cost $34.52 Unrealized +10.6%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $107.94 Unrealized +0.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $4 Shares 66 Est. Cost $47.25 Unrealized 0.0%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.49 Unrealized +5.9%
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $142.00 Unrealized -11.9%
CANOPY GROWTH CORP 0.0%
Value ($000) $3 Shares 344 Est. Cost $32.51 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $65.59 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 35 Est. Cost $46.72 Unrealized +34.6%
VEA VANGUARD TAX MGD INTL FTSE DEV MKT ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.00 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $47.61 Unrealized +26.2%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $177.34 Unrealized +50.3%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 298 Est. Cost $13.24 Unrealized -16.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $3 Shares 235 Est. Cost $12.65 Unrealized +3.3%
GL GLOBAL LIFE INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $92.04 Unrealized +6.7%
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.62 Unrealized -19.0%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.96 Unrealized +0.9%
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $286.86 Unrealized -13.5%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $2 Shares 13 Est. Cost $200.00 Unrealized
TORTOISE MLP FD INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
TILRAY INC 0.0%
Value ($000) $2 Shares 210 Est. Cost $23.81 Unrealized
ALC ALCON INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $72.45 Unrealized +5.3%
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $54.55 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $2 Shares 46 Est. Cost $23.72 Unrealized +39.5%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $18.88 Unrealized -44.2%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.14 Unrealized +23.4%
KEY KEYCORP INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.23 Unrealized +33.3%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -12.8%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -31.4%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
ONCOCYTE CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $6.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DDD 3D SYSTEMS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.40 Unrealized 0.0%
VOXELJET AG NPV 0.0%
Value ($000) $1 Shares 140 Est. Cost $14.29 Unrealized
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +43.2%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +5.5%
ONL ORION OFFI COM USD 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized 0.0%