Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value ($000): $117,462 (100.0% shares, 0.0% debt)

Holdings (353)

MSFT MICROSOFT CORP COM 6.9%
Value ($000) $8,135 Shares 28,218 Est. Cost $225.97 Unrealized +10.4%
AAPL APPLE INC. COM 5.8%
Value ($000) $6,805 Shares 41,269 Est. Cost $125.64 Unrealized +15.8%
ABBV ABBVIE, INC 4.0%
Value ($000) $4,704 Shares 29,518 Est. Cost $115.28 Unrealized +19.8%
GOOGL ALPHABET INC CLASS A 3.3%
Value ($000) $3,822 Shares 36,843 Est. Cost $109.44 Unrealized -13.0%
JPM JPMORGAN CHASE & CO COM 3.2%
Value ($000) $3,728 Shares 28,606 Est. Cost $128.11 Unrealized +0.0%
UNH UNITEDHEALTH GROUP INC COM 3.1%
Value ($000) $3,601 Shares 7,620 Est. Cost $319.66 Unrealized +43.0%
NDSN NORDSON CORP NPV 3.0%
Value ($000) $3,490 Shares 15,702 Est. Cost $219.37 Unrealized +0.6%
MA MASTERCARD INC CL A 2.6%
Value ($000) $3,072 Shares 8,454 Est. Cost $339.76 Unrealized +5.2%
ABT ABBOTT LABS COM 2.3%
Value ($000) $2,720 Shares 26,862 Est. Cost $113.85 Unrealized -12.2%
XOM EXXON MOBIL CORP COM 2.2%
Value ($000) $2,595 Shares 23,664 Est. Cost $46.58 Unrealized +115.1%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $2,576 Shares 16,622 Est. Cost $150.28 Unrealized -1.6%
TJX TJX COMPANIES, INC 2.1%
Value ($000) $2,433 Shares 31,048 Est. Cost $62.28 Unrealized +21.5%
CI CIGNA CORP 1.9%
Value ($000) $2,273 Shares 8,896 Est. Cost $216.79 Unrealized +27.4%
PG PROCTER AND GAMBLE CO COM 1.7%
Value ($000) $1,968 Shares 13,237 Est. Cost $135.27 Unrealized -1.5%
BAC BANK OF AMER CORP COM 1.7%
Value ($000) $1,944 Shares 67,984 Est. Cost $30.75 Unrealized -0.6%
CVX CHEVRON CORPORATION COM 1.6%
Value ($000) $1,884 Shares 11,545 Est. Cost $79.58 Unrealized +86.5%
UNP UNION PAC CORP COM 1.5%
Value ($000) $1,791 Shares 8,900 Est. Cost $188.09 Unrealized +0.7%
TE CONNECTIVITY LTD 1.5%
Value ($000) $1,705 Shares 12,998 Est. Cost $129.11 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,624 Shares 5,502 Est. Cost $257.16 Unrealized +10.7%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 1.4%
Value ($000) $1,586 Shares 138,169 Est. Cost $14.95 Unrealized
TXN TEXAS INSTRS INC COM 1.3%
Value ($000) $1,583 Shares 8,509 Est. Cost $151.36 Unrealized +6.6%
PEP PEPSICO INC COM 1.3%
Value ($000) $1,571 Shares 8,620 Est. Cost $118.06 Unrealized +34.4%
V VISA INC 1.3%
Value ($000) $1,567 Shares 6,951 Est. Cost $203.18 Unrealized +7.2%
AMZN AMAZON COM INC 1.3%
Value ($000) $1,520 Shares 14,720 Est. Cost $126.86 Unrealized -23.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.2%
Value ($000) $1,466 Shares 4,749 Est. Cost $242.84 Unrealized +26.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.2%
Value ($000) $1,416 Shares 14,455 Est. Cost $65.52 Unrealized +40.9%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $1,368 Shares 26,176 Est. Cost $40.62 Unrealized +10.4%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $1,329 Shares 17,887 Est. Cost $62.28 Unrealized +20.7%
BLACKROCK INC 1.1%
Value ($000) $1,248 Shares 1,865 Est. Cost $747.10 Unrealized
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,232 Shares 4,887 Est. Cost $198.70 Unrealized +12.8%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,231 Shares 4,402 Est. Cost $191.26 Unrealized +31.0%
AXP AMERICAN EXPRESS CO COM 1.0%
Value ($000) $1,134 Shares 6,877 Est. Cost $124.36 Unrealized +28.7%
SYK STRYKER CORP COM 0.9%
Value ($000) $1,101 Shares 3,857 Est. Cost $227.77 Unrealized +13.2%
GLW CORNING INC COM 0.9%
Value ($000) $1,077 Shares 30,533 Est. Cost $33.60 Unrealized -4.4%
PFE PFIZER INC COM 0.9%
Value ($000) $1,031 Shares 25,277 Est. Cost $28.42 Unrealized +28.6%
CL COLGATE PALMOLIVE CO COM 0.8%
Value ($000) $940 Shares 12,506 Est. Cost $69.98 Unrealized -0.5%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $934 Shares 9,332 Est. Cost $180.17 Unrealized -45.3%
CMCSA COMCAST CORP NEW COM CL A 0.7%
Value ($000) $881 Shares 23,238 Est. Cost $46.15 Unrealized -25.0%
STZ CONSTELLATION BRANDS CLASS A 0.7%
Value ($000) $838 Shares 3,710 Est. Cost $208.00 Unrealized +1.4%
PNR PENTAIR PLC 0.7%
Value ($000) $810 Shares 14,659 Est. Cost $53.76 Unrealized -4.4%
SMH VANECK SEMICONDUCTOR ETF 0.7%
Value ($000) $798 Shares 3,033 Est. Cost $232.00 Unrealized
PRU PRUDENTIAL FINANCIAL, INC COM 0.7%
Value ($000) $794 Shares 9,594 Est. Cost $67.80 Unrealized +22.0%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $767 Shares 9,945 Est. Cost $68.82 Unrealized +2.7%
INTC INTEL CORP COM 0.6%
Value ($000) $742 Shares 22,715 Est. Cost $51.51 Unrealized -46.6%
WM WASTE MANAGEMENT INC COM 0.6%
Value ($000) $704 Shares 4,313 Est. Cost $145.45 Unrealized +0.6%
MCHP MICROCHIP TECHNOLOGY INC COM 0.6%
Value ($000) $687 Shares 8,196 Est. Cost $70.66 Unrealized +5.1%
BA BOEING COMPANY COM 0.6%
Value ($000) $664 Shares 3,127 Est. Cost $222.27 Unrealized -6.5%
MPC MARATHON PETROLEUM CORP 0.6%
Value ($000) $649 Shares 4,811 Est. Cost $44.61 Unrealized +163.6%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $598 Shares 7,207 Est. Cost $53.36 Unrealized +40.0%
CSX CSX CORP 0.5%
Value ($000) $595 Shares 19,884 Est. Cost $30.16 Unrealized -2.3%
ITW ILLINOIS TOOL WORKS INC COM 0.5%
Value ($000) $594 Shares 2,441 Est. Cost $195.58 Unrealized +11.3%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $594 Shares 15,272 Est. Cost $41.07 Unrealized -20.4%
VGT VANGUARD INFORMATION TECH ETF 0.5%
Value ($000) $593 Shares 1,539 Est. Cost $311.62 Unrealized
NKE NIKE CORP COM 0.5%
Value ($000) $592 Shares 4,826 Est. Cost $129.51 Unrealized -9.9%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $586 Shares 7,062 Est. Cost $91.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $543 Shares 4,146 Est. Cost $100.02 Unrealized +20.7%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value ($000) $499 Shares 6,182 Est. Cost $87.87 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $482 Shares 6,053 Est. Cost $69.63 Unrealized +6.8%
GE GENERAL ELECTRIC CO NEW 0.4%
Value ($000) $467 Shares 4,880 Est. Cost $61.84 Unrealized +6.6%
MMM 3M CO COM 0.4%
Value ($000) $454 Shares 4,324 Est. Cost $121.15 Unrealized -29.9%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $433 Shares 6,640 Est. Cost $77.92 Unrealized -16.8%
BMY BRISTOL MYERS SQUIBB COM 0.4%
Value ($000) $429 Shares 6,188 Est. Cost $51.03 Unrealized +20.5%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $404 Shares 3,799 Est. Cost $63.91 Unrealized +54.4%
GOOG ALPHABET INC 0.3%
Value ($000) $403 Shares 3,873 Est. Cost $109.96 Unrealized -12.8%
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $398 Shares 1,789 Est. Cost $156.66 Unrealized +35.0%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $396 Shares 3,989 Est. Cost $41.39 Unrealized +140.4%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $382 Shares 2,606 Est. Cost $137.69 Unrealized +0.9%
CARR CARRIER GLOBAL CORP COM 0.3%
Value ($000) $377 Shares 8,252 Est. Cost $36.97 Unrealized +16.6%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $355 Shares 1,062 Est. Cost $552.79 Unrealized -46.6%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $353 Shares 1,446 Est. Cost $242.82 Unrealized
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $348 Shares 850 Est. Cost $393.70 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $323 Shares 1,353 Est. Cost $207.83 Unrealized +9.7%
KO COCA COLA CO COM 0.3%
Value ($000) $314 Shares 5,068 Est. Cost $47.42 Unrealized +16.8%
STT STATE STR CORP COM 0.3%
Value ($000) $314 Shares 4,144 Est. Cost $66.17 Unrealized +15.1%
T AT&T INC COM 0.3%
Value ($000) $311 Shares 16,149 Est. Cost $15.57 Unrealized +5.1%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $309 Shares 8,271 Est. Cost $31.89 Unrealized +26.9%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $282 Shares 3,936 Est. Cost $29.80 Unrealized -3.8%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $282 Shares 631 Est. Cost $424.73 Unrealized -0.2%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $268 Shares 1,403 Est. Cost $176.65 Unrealized +0.0%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $266 Shares 774 Est. Cost $204.45 Unrealized +61.4%
ACN ACCENTURE PLC 0.2%
Value ($000) $259 Shares 906 Est. Cost $241.32 Unrealized +8.3%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $241 Shares 2,060 Est. Cost $114.08 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $240 Shares 1,500 Est. Cost $98.33 Unrealized +57.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value ($000) $230 Shares 612 Est. Cost $415.85 Unrealized
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $229 Shares 1,003 Est. Cost $147.75 Unrealized +47.4%
DOW DOW INC 0.2%
Value ($000) $228 Shares 4,151 Est. Cost $47.24 Unrealized +0.1%
TGT TARGET CORP COM 0.2%
Value ($000) $213 Shares 1,287 Est. Cost $162.64 Unrealized -8.6%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $212 Shares 1,039 Est. Cost $192.19 Unrealized -1.4%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $194 Shares 675 Est. Cost $240.18 Unrealized +12.5%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $162 Shares 647 Est. Cost $269.02 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $160 Shares 2,976 Est. Cost $21.29 Unrealized +12.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $158 Shares 3,547 Est. Cost $30.41 Unrealized +19.3%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $157 Shares 686 Est. Cost $197.26 Unrealized +16.9%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $147 Shares 3,594 Est. Cost $30.35 Unrealized +31.7%
VFC V F CORP COM 0.1%
Value ($000) $143 Shares 6,238 Est. Cost $74.82 Unrealized -64.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $141 Shares 1,517 Est. Cost $60.61 Unrealized +39.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $139 Shares 500 Est. Cost $20.69 Unrealized +4.5%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $135 Shares 1,020 Est. Cost $125.69 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $135 Shares 1,538 Est. Cost $71.86 Unrealized +18.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $134 Shares 400 Est. Cost $270.58 Unrealized +18.3%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $131 Shares 1,429 Est. Cost $85.37 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value ($000) $131 Shares 1,596 Est. Cost $71.08 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $123 Shares 1,762 Est. Cost $51.14 Unrealized +19.5%
LIN LINDE PLC NPV 0.1%
Value ($000) $119 Shares 335 Est. Cost $322.30 Unrealized 0.0%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $119 Shares 886 Est. Cost $110.92 Unrealized +4.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $114 Shares 471 Est. Cost $205.71 Unrealized +8.9%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $110 Shares 3,040 Est. Cost $38.76 Unrealized -16.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $108 Shares 650 Est. Cost $197.66 Unrealized -23.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $103 Shares 1,060 Est. Cost $69.34 Unrealized +25.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $103 Shares 1,219 Est. Cost $62.66 Unrealized +25.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $103 Shares 985 Est. Cost $94.33 Unrealized +2.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $102 Shares 1,054 Est. Cost $75.89 Unrealized +16.2%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $99 Shares 1,020 Est. Cost $109.79 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $97 Shares 875 Est. Cost $97.70 Unrealized +20.9%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $96 Shares 1,106 Est. Cost $77.81 Unrealized +6.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $94 Shares 445 Est. Cost $228.57 Unrealized -5.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $94 Shares 469 Est. Cost $166.02 Unrealized +15.8%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $90 Shares 493 Est. Cost $166.33 Unrealized
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $88 Shares 1,567 Est. Cost $58.48 Unrealized -13.5%
ETN EATON CORP PLC 0.1%
Value ($000) $88 Shares 511 Est. Cost $118.94 Unrealized +34.7%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $87 Shares 400 Est. Cost $274.27 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $83 Shares 525 Est. Cost $165.03 Unrealized -17.4%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $83 Shares 839 Est. Cost $94.21 Unrealized
PARAMOUNT GLOBAL COM CL B 0.1%
Value ($000) $83 Shares 3,717 Est. Cost $45.11 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $83 Shares 120 Est. Cost $366.83 Unrealized +69.4%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $81 Shares 978 Est. Cost $80.22 Unrealized -11.3%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $81 Shares 1,300 Est. Cost $57.14 Unrealized
TD TORONTO-DOMINION BANK NEW COM 0.1%
Value ($000) $79 Shares 1,318 Est. Cost $61.59 Unrealized +4.9%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $78 Shares 329 Est. Cost $227.96 Unrealized
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $76 Shares 1,200 Est. Cost $58.39 Unrealized +2.7%
VEA VANGUARD TAX MGD FDS ETF VAN FTSE DEV MKT 0.1%
Value ($000) $73 Shares 1,625 Est. Cost $40.83 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $73 Shares 721 Est. Cost $64.91 Unrealized +41.2%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $72 Shares 397 Est. Cost $165.07 Unrealized
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $70 Shares 1,700 Est. Cost $38.74 Unrealized +4.8%
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $70 Shares 1,000 Est. Cost $67.68 Unrealized +3.7%
MRNA MODERNA INC 0.1%
Value ($000) $69 Shares 450 Est. Cost $164.92 Unrealized +0.0%
EFX EQUIFAX INC COM 0.1%
Value ($000) $68 Shares 337 Est. Cost $170.61 Unrealized +19.5%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $64 Shares 515 Est. Cost $118.45 Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $63 Shares 1,600 Est. Cost $41.08 Unrealized -0.4%
ADSK AUTODESK INC COM 0.1%
Value ($000) $62 Shares 300 Est. Cost $288.38 Unrealized -28.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $62 Shares 774 Est. Cost $101.71 Unrealized -26.7%
FISV FISERV INC COM 0.1%
Value ($000) $62 Shares 549 Est. Cost $114.76 Unrealized -4.1%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $61 Shares 245 Est. Cost $225.62 Unrealized +2.9%
IWD ISHARES RUS 1000 VALUE ETF 0.1%
Value ($000) $59 Shares 390 Est. Cost $148.72 Unrealized
WAT WATERS CORPORATION 0.1%
Value ($000) $59 Shares 190 Est. Cost $273.06 Unrealized +18.5%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $59 Shares 686 Est. Cost $48.95 Unrealized +47.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $57 Shares 430 Est. Cost $130.10 Unrealized -6.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $53 Shares 735 Est. Cost $76.19 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $52 Shares 1,069 Est. Cost $55.19 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $52 Shares 646 Est. Cost $85.01 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $51 Shares 160 Est. Cost $281.25 Unrealized
EL ESTEE LAUDER COM 0.0%
Value ($000) $49 Shares 200 Est. Cost $255.03 Unrealized -5.6%
KLAC KLA CORPORATION 0.0%
Value ($000) $49 Shares 123 Est. Cost $285.88 Unrealized +34.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $49 Shares 255 Est. Cost $114.59 Unrealized +61.2%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $49 Shares 474 Est. Cost $96.89 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $48 Shares 107 Est. Cost $395.01 Unrealized +2.1%
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $47 Shares 95 Est. Cost $366.95 Unrealized +28.4%
ESGV VANGUARD ESQ US STOCK FD ETF 0.0%
Value ($000) $47 Shares 656 Est. Cost $69.06 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $47 Shares 696 Est. Cost $54.03 Unrealized +12.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $47 Shares 618 Est. Cost $48.93 Unrealized +46.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $47 Shares 365 Est. Cost $131.88 Unrealized -11.7%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $46 Shares 296 Est. Cost $146.86 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $45 Shares 500 Est. Cost $67.49 Unrealized +21.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $45 Shares 96 Est. Cost $299.96 Unrealized +44.4%
AFL AFLAC, INC. COM 0.0%
Value ($000) $45 Shares 697 Est. Cost $45.95 Unrealized +39.9%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $45 Shares 260 Est. Cost $133.15 Unrealized +29.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $45 Shares 2,950 Est. Cost $18.55 Unrealized -23.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $45 Shares 640 Est. Cost $49.84 Unrealized +21.7%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $45 Shares 653 Est. Cost $50.67 Unrealized -1.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 660 Est. Cost $71.86 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $44 Shares 459 Est. Cost $74.07 Unrealized +12.8%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $42 Shares 218 Est. Cost $131.98 Unrealized +19.8%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $41 Shares 8,250 Est. Cost $4.67 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $41 Shares 682 Est. Cost $42.77 Unrealized +38.2%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $41 Shares 317 Est. Cost $142.88 Unrealized -14.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $40 Shares 88 Est. Cost $300.80 Unrealized +51.3%
DE DEERE & CO 0.0%
Value ($000) $40 Shares 98 Est. Cost $307.48 Unrealized +29.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $40 Shares 385 Est. Cost $104.85 Unrealized -4.4%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $40 Shares 199 Est. Cost $175.88 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $39 Shares 265 Est. Cost $43.58 Unrealized +5.1%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $38 Shares 277 Est. Cost $119.66 Unrealized +19.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $38 Shares 229 Est. Cost $107.02 Unrealized +48.9%
ASML ASML HOLDINGS N V 0.0%
Value ($000) $37 Shares 55 Est. Cost $681.43 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $37 Shares 265 Est. Cost $182.34 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $37 Shares 2,088 Est. Cost $11.56 Unrealized +31.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $35 Shares 450 Est. Cost $70.27 Unrealized -1.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $34 Shares 850 Est. Cost $71.45 Unrealized -44.8%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $34 Shares 697 Est. Cost $23.71 Unrealized +108.3%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $33 Shares 750 Est. Cost $45.14 Unrealized -0.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $32 Shares 840 Est. Cost $25.56 Unrealized +26.9%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $31 Shares 278 Est. Cost $131.89 Unrealized -24.6%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $31 Shares 490 Est. Cost $46.24 Unrealized +19.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $31 Shares 157 Est. Cost $141.13 Unrealized +20.8%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $31 Shares 176 Est. Cost $176.14 Unrealized
ATR APTARGROUP INC USD 0.0%
Value ($000) $30 Shares 253 Est. Cost $129.38 Unrealized -15.5%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $28 Shares 90 Est. Cost $224.46 Unrealized +40.2%
GERN GERON CORP 0.0%
Value ($000) $27 Shares 12,500 Est. Cost $1.79 Unrealized +59.0%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $27 Shares 178 Est. Cost $134.83 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $26 Shares 56 Est. Cost $482.14 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $25 Shares 390 Est. Cost $56.41 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $25 Shares 736 Est. Cost $42.13 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $71.61 Unrealized -16.6%
WELL WELLTOWER INC 0.0%
Value ($000) $24 Shares 338 Est. Cost $59.03 Unrealized +14.8%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $24 Shares 465 Est. Cost $45.16 Unrealized
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $24 Shares 9 Est. Cost $2185.19 Unrealized +9.6%
DRIV GLOBAL X F AUTONOMOUS AND ELECTRIC ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $27.50 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $24 Shares 306 Est. Cost $68.07 Unrealized +3.8%
CME CME GROUP INC COM 0.0%
Value ($000) $23 Shares 120 Est. Cost $163.15 Unrealized -0.7%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $234.19 Unrealized -18.6%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $22 Shares 342 Est. Cost $70.82 Unrealized -3.8%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $66.67 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $22 Shares 210 Est. Cost $112.20 Unrealized -3.0%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $83.33 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $22 Shares 456 Est. Cost $47.18 Unrealized +0.4%
EG EVEREST RE GROUP LTD COM 0.0%
Value ($000) $22 Shares 61 Est. Cost $224.39 Unrealized +52.5%
CC CHEMOURS CO 0.0%
Value ($000) $22 Shares 720 Est. Cost $27.14 Unrealized +8.5%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $60.00 Unrealized
KBWB INVESCO KBW ETF 0.0%
Value ($000) $21 Shares 504 Est. Cost $63.84 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $21 Shares 180 Est. Cost $111.29 Unrealized +6.5%
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value ($000) $21 Shares 9,000 Est. Cost $2.89 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.50 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $20 Shares 184 Est. Cost $118.59 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $20 Shares 829 Est. Cost $28.03 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $20 Shares 125 Est. Cost $64.00 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $20 Shares 80 Est. Cost $250.00 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $20 Shares 125 Est. Cost $100.50 Unrealized +36.4%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $20 Shares 34 Est. Cost $522.64 Unrealized +6.9%
GSK GSK PLC 25P ADR 0.0%
Value ($000) $19 Shares 545 Est. Cost $29.61 Unrealized
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $19 Shares 1,310 Est. Cost $21.28 Unrealized -33.3%
VTIP VANGUARD SHORT-TERM TIPS ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.81 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $19 Shares 12,499 Est. Cost $2.40 Unrealized -41.9%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $19 Shares 353 Est. Cost $27.21 Unrealized +73.6%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $53.34 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $18 Shares 352 Est. Cost $50.90 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $18 Shares 100 Est. Cost $175.88 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $135.98 Unrealized +0.2%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $18 Shares 357 Est. Cost $38.62 Unrealized +41.6%
EATON VANCE SR CEF TR 0.0%
Value ($000) $18 Shares 1,586 Est. Cost $13.24 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $43.04 Unrealized -16.2%
UTL UNITIL CORP COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $43.68 Unrealized +22.2%
VMWARE INC 0.0%
Value ($000) $17 Shares 136 Est. Cost $119.43 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $40.00 Unrealized -20.4%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.43 Unrealized +7.0%
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $16 Shares 1,250 Est. Cost $9.51 Unrealized +7.3%
USB U.S. BANCORP COM 0.0%
Value ($000) $16 Shares 431 Est. Cost $40.32 Unrealized -4.2%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $15 Shares 360 Est. Cost $73.20 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $14 Shares 319 Est. Cost $38.28 Unrealized +16.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $14 Shares 80 Est. Cost $225.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 350 Est. Cost $29.62 Unrealized +15.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $80.38 Unrealized +29.8%
MTB M&T BANK CORP 0.0%
Value ($000) $13 Shares 108 Est. Cost $120.25 Unrealized +9.3%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $13 Shares 800 Est. Cost $21.25 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $13 Shares 276 Est. Cost $29.46 Unrealized +47.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $13 Shares 50 Est. Cost $217.16 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $13 Shares 87 Est. Cost $137.93 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $111.93 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $12 Shares 360 Est. Cost $43.57 Unrealized -14.4%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.61 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $12 Shares 29 Est. Cost $302.09 Unrealized +33.9%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $4.46 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $12 Shares 204 Est. Cost $44.44 Unrealized +27.0%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $12 Shares 255 Est. Cost $40.72 Unrealized +14.2%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $11 Shares 160 Est. Cost $63.54 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $76.22 Unrealized
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $226.63 Unrealized 0.0%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $11 Shares 106 Est. Cost $94.34 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $216.60 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $10 Shares 75 Est. Cost $138.11 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $10 Shares 340 Est. Cost $27.88 Unrealized +2.6%
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $43.20 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.11 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.49 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $9 Shares 518 Est. Cost $17.01 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.25 Unrealized +48.1%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $161.79 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 63 Est. Cost $126.98 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $28.18 Unrealized +4.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $8 Shares 198 Est. Cost $43.54 Unrealized -12.6%
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.52 Unrealized +19.3%
LYB LYONDELLBASELL IND NV 0.0%
Value ($000) $7 Shares 79 Est. Cost $70.80 Unrealized +7.7%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $31.01 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $7 Shares 645 Est. Cost $15.50 Unrealized
WAB WABTEC 0.0%
Value ($000) $7 Shares 67 Est. Cost $76.03 Unrealized +32.2%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $7 Shares 410 Est. Cost $21.95 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $7 Shares 9 Est. Cost $489.77 Unrealized +24.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $336.58 Unrealized -3.8%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $105.71 Unrealized +5.9%
PJP INVESCO DYNAMIC ETF PHARMACEUTICALS 0.0%
Value ($000) $6 Shares 84 Est. Cost $81.82 Unrealized
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $6 Shares 170 Est. Cost $40.70 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $82.77 Unrealized -30.2%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $481.10 Unrealized -26.1%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $186.36 Unrealized -37.9%
COOPER TIRE & RUBBER 0.0%
Value ($000) $5 Shares 14 Est. Cost $357.14 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $5 Shares 66 Est. Cost $47.25 Unrealized +67.3%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $5 Shares 453 Est. Cost $18.42 Unrealized -39.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.84 Unrealized 0.0%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $107.94 Unrealized +11.4%
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.37 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $5 Shares 18 Est. Cost $313.23 Unrealized -21.4%
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.49 Unrealized +16.7%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $37.31 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $4 Shares 125 Est. Cost $40.28 Unrealized -14.7%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $4 Shares 65 Est. Cost $55.03 Unrealized
GL GLOBAL LIFE INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $92.04 Unrealized +24.5%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $177.34 Unrealized +100.8%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $26.71 Unrealized -12.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $3 Shares 118 Est. Cost $34.52 Unrealized -8.9%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 322 Est. Cost $12.95 Unrealized -25.1%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.74 Unrealized +10.2%
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 35 Est. Cost $46.72 Unrealized +63.2%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -78.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $2 Shares 107 Est. Cost $56.16 Unrealized -55.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $26.79 Unrealized -46.6%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $47.61 Unrealized +29.8%
VNT VONTIER CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.62 Unrealized -25.9%
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $286.86 Unrealized -41.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $2 Shares 46 Est. Cost $23.72 Unrealized +71.6%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 600 Est. Cost $29.51 Unrealized -80.0%
MTCH MATCH GROUP INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $146.86 Unrealized -71.0%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $2 Shares 13 Est. Cost $200.00 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.96 Unrealized -13.2%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.14 Unrealized +5.6%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.64 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $65.59 Unrealized -39.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 135 Est. Cost $12.65 Unrealized -3.9%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +25.5%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $0.61 Unrealized -3.0%
ALC ALCON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $72.45 Unrealized -2.7%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $18.88 Unrealized -67.0%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $4.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost $25.42 Unrealized -0.3%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -38.1%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +51.6%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.91 Unrealized -22.2%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +52.2%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -13.4%
KEY KEYCORP INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $15.23 Unrealized -5.7%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 344 Est. Cost $32.51 Unrealized
TILRAY INC 0.0%
Value ($000) $1 Shares 210 Est. Cost $23.81 Unrealized
VOXELJET AG NPV 0.0%
Value ($000) $0 Shares 140 Est. Cost $14.29 Unrealized
ONCOCYTE CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $6.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.00 Unrealized