Piscataqua Savings Bank Diversified Active

Location: Portsmouth, NH

CIK: 0001855835 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 12, 2023

Total Value: $122M (100.0% shares, 0.0% debt)

Holdings (347)

MSFT MICROSOFT CORP COM 7.7%
Value $9.455M Shares 27,767 Est. Cost $225.97 Unrealized +35.9%
AAPL APPLE INC. COM 6.7%
Value $8.149M Shares 42,012 Est. Cost $126.46 Unrealized +36.1%
GOOGL ALPHABET INC CLASS A 3.6%
Value $4.371M Shares 36,513 Est. Cost $109.44 Unrealized +4.4%
JPM JPMORGAN CHASE & CO COM 3.4%
Value $4.157M Shares 28,586 Est. Cost $128.11 Unrealized +1.2%
NDSN NORDSON CORP NPV 3.2%
Value $3.897M Shares 15,702 Est. Cost $219.37 Unrealized -1.7%
UNH UNITEDHEALTH GROUP INC COM 3.0%
Value $3.633M Shares 7,558 Est. Cost $319.66 Unrealized +45.4%
ABBV ABBVIE, INC 2.8%
Value $3.365M Shares 24,977 Est. Cost $115.28 Unrealized +16.0%
MA MASTERCARD INC CL A 2.6%
Value $3.156M Shares 8,026 Est. Cost $339.76 Unrealized +8.9%
ABT ABBOTT LABS COM 2.4%
Value $2.914M Shares 26,726 Est. Cost $113.85 Unrealized -10.9%
JNJ JOHNSON & JOHNSON COM 2.2%
Value $2.701M Shares 16,321 Est. Cost $150.28 Unrealized -0.9%
CI CIGNA CORP 2.0%
Value $2.496M Shares 8,896 Est. Cost $216.79 Unrealized +14.4%
XOM EXXON MOBIL CORP COM 2.0%
Value $2.483M Shares 23,149 Est. Cost $46.58 Unrealized +113.9%
TJX TJX COMPANIES, INC 2.0%
Value $2.441M Shares 28,786 Est. Cost $62.28 Unrealized +22.3%
PG PROCTER AND GAMBLE CO COM 1.6%
Value $2.009M Shares 13,237 Est. Cost $135.27 Unrealized +4.5%
AMZN AMAZON COM INC 1.6%
Value $1.978M Shares 15,170 Est. Cost $126.48 Unrealized -9.7%
BAC BANK OF AMER CORP COM 1.6%
Value $1.925M Shares 67,129 Est. Cost $30.75 Unrealized -13.4%
TE CONNECTIVITY LTD 1.5%
Value $1.822M Shares 12,998 Est. Cost $129.11 Unrealized
CVX CHEVRON CORPORATION COM 1.5%
Value $1.809M Shares 11,500 Est. Cost $79.58 Unrealized +80.0%
UNP UNION PAC CORP COM 1.5%
Value $1.793M Shares 8,763 Est. Cost $188.09 Unrealized -0.6%
HD HOME DEPOT INC COM 1.4%
Value $1.687M Shares 5,431 Est. Cost $257.16 Unrealized +7.5%
RTX RAYTHEON TECHNOLOGIES CORP COM 1.3%
Value $1.631M Shares 16,654 Est. Cost $69.05 Unrealized +33.6%
V VISA INC 1.3%
Value $1.62M Shares 6,823 Est. Cost $203.18 Unrealized +10.5%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.3%
Value $1.619M Shares 4,749 Est. Cost $242.84 Unrealized +34.4%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 1.3%
Value $1.553M Shares 136,561 Est. Cost $14.95 Unrealized
PEP PEPSICO INC COM 1.3%
Value $1.537M Shares 8,299 Est. Cost $118.06 Unrealized +44.5%
CSCO CISCO SYS INC COM 1.1%
Value $1.339M Shares 25,876 Est. Cost $40.62 Unrealized +12.0%
BLACKROCK INC 1.0%
Value $1.263M Shares 1,827 Est. Cost $747.10 Unrealized
CVS CVS HEALTH CORP COM 1.0%
Value $1.235M Shares 17,863 Est. Cost $62.28 Unrealized +3.2%
AXP AMERICAN EXPRESS CO COM 1.0%
Value $1.198M Shares 6,877 Est. Cost $124.36 Unrealized +25.6%
SYK STRYKER CORP COM 1.0%
Value $1.177M Shares 3,857 Est. Cost $227.77 Unrealized +23.5%
DHR DANAHER CORPORATION COM 1.0%
Value $1.167M Shares 4,864 Est. Cost $198.70 Unrealized +5.1%
TXN TEXAS INSTRS INC COM 1.0%
Value $1.162M Shares 6,457 Est. Cost $151.36 Unrealized +5.1%
GLW CORNING INC COM 0.9%
Value $1.07M Shares 30,533 Est. Cost $33.60 Unrealized -8.9%
WM WASTE MANAGEMENT INC COM 0.9%
Value $1.052M Shares 6,069 Est. Cost $149.30 Unrealized +6.3%
MCD MCDONALDS CORP COM 0.9%
Value $1.051M Shares 3,521 Est. Cost $191.26 Unrealized +42.8%
CMCSA COMCAST CORP NEW COM CL A 0.8%
Value $962K Shares 23,158 Est. Cost $46.15 Unrealized -20.6%
CL COLGATE PALMOLIVE CO COM 0.8%
Value $961K Shares 12,477 Est. Cost $69.98 Unrealized +4.2%
PNR PENTAIR PLC 0.8%
Value $946K Shares 14,650 Est. Cost $53.76 Unrealized +4.0%
VGT VANGUARD INFORMATION TECH ETF 0.8%
Value $939K Shares 2,124 Est. Cost $347.57 Unrealized
PFE PFIZER INC COM 0.8%
Value $925K Shares 25,229 Est. Cost $28.42 Unrealized +16.9%
SMH VANECK SEMICONDUCTOR ETF 0.8%
Value $924K Shares 6,066 Est. Cost $192.12 Unrealized
STZ CONSTELLATION BRANDS CLASS A 0.7%
Value $910K Shares 3,698 Est. Cost $208.00 Unrealized +7.1%
PRU PRUDENTIAL FINANCIAL, INC COM 0.7%
Value $845K Shares 9,580 Est. Cost $67.80 Unrealized +8.4%
DIS DISNEY WALT CO COM 0.7%
Value $831K Shares 9,303 Est. Cost $180.17 Unrealized -48.6%
INTC INTEL CORP COM 0.6%
Value $749K Shares 22,402 Est. Cost $51.51 Unrealized -40.4%
NEE NEXTERA ENERGY INC 0.6%
Value $727K Shares 9,797 Est. Cost $68.82 Unrealized +1.7%
MCHP MICROCHIP TECHNOLOGY INC COM 0.6%
Value $706K Shares 7,876 Est. Cost $70.66 Unrealized +4.5%
RCL ROYAL CARIBBEAN GROUP 0.6%
Value $687K Shares 6,622 Est. Cost $77.92 Unrealized -1.1%
CSX CSX CORP 0.6%
Value $678K Shares 19,884 Est. Cost $30.16 Unrealized +0.9%
BA BOEING COMPANY COM 0.5%
Value $659K Shares 3,119 Est. Cost $222.27 Unrealized -6.5%
ITW ILLINOIS TOOL WORKS INC COM 0.5%
Value $606K Shares 2,421 Est. Cost $195.58 Unrealized +12.3%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value $574K Shares 6,869 Est. Cost $91.92 Unrealized
MPC MARATHON PETROLEUM CORP 0.5%
Value $561K Shares 4,811 Est. Cost $44.61 Unrealized +146.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value $555K Shares 4,147 Est. Cost $100.02 Unrealized +18.0%
GILD GILEAD SCIENCES COM 0.5%
Value $554K Shares 7,185 Est. Cost $53.36 Unrealized +36.0%
NKE NIKE CORP COM 0.4%
Value $527K Shares 4,771 Est. Cost $129.51 Unrealized -14.0%
GE GENERAL ELECTRIC CO NEW 0.4%
Value $519K Shares 4,728 Est. Cost $61.84 Unrealized +29.1%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value $512K Shares 6,182 Est. Cost $87.87 Unrealized
GOOG ALPHABET INC 0.4%
Value $469K Shares 3,873 Est. Cost $109.96 Unrealized +4.5%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value $461K Shares 12,412 Est. Cost $41.07 Unrealized -24.0%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value $457K Shares 6,053 Est. Cost $69.63 Unrealized -0.5%
MMM 3M CO COM 0.4%
Value $433K Shares 4,324 Est. Cost $121.15 Unrealized -36.0%
CARR CARRIER GLOBAL CORP COM 0.3%
Value $408K Shares 8,200 Est. Cost $36.97 Unrealized +15.0%
COP CONOCOPHILLIPS COM 0.3%
Value $407K Shares 3,929 Est. Cost $41.39 Unrealized +128.2%
MRK MERCK & CO INC NEW 0.3%
Value $403K Shares 3,492 Est. Cost $63.91 Unrealized +63.5%
LLY LILLY ELI & CO COM 0.3%
Value $398K Shares 849 Est. Cost $222.74 Unrealized +84.7%
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value $396K Shares 6,189 Est. Cost $51.03 Unrealized +15.5%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value $377K Shares 1,369 Est. Cost $242.82 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value $376K Shares 1,062 Est. Cost $552.79 Unrealized -42.4%
AWK AMERICAN WATER WORKS 0.3%
Value $368K Shares 2,581 Est. Cost $137.69 Unrealized +0.5%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value $359K Shares 810 Est. Cost $393.70 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value $335K Shares 1,524 Est. Cost $156.66 Unrealized +29.8%
CMI CUMMINS INC 0.3%
Value $332K Shares 1,353 Est. Cost $207.83 Unrealized +2.5%
WFC WELLS FARGO & CO NEW COM 0.3%
Value $320K Shares 7,495 Est. Cost $31.89 Unrealized +18.1%
STT STATE STR CORP COM 0.2%
Value $303K Shares 4,144 Est. Cost $66.17 Unrealized -0.9%
COR AMERISOURCEBERGEN CORP 0.2%
Value $289K Shares 1,500 Est. Cost $98.33 Unrealized +72.0%
HON HONEYWELL INTL INC COM 0.2%
Value $286K Shares 1,378 Est. Cost $176.65 Unrealized -0.6%
KO COCA COLA CO COM 0.2%
Value $284K Shares 4,708 Est. Cost $47.42 Unrealized +21.0%
DD DUPONT DE NEMOURS INC 0.2%
Value $281K Shares 3,936 Est. Cost $29.80 Unrealized -8.8%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value $259K Shares 631 Est. Cost $424.73 Unrealized -2.9%
ACN ACCENTURE PLC 0.2%
Value $257K Shares 834 Est. Cost $241.32 Unrealized +15.9%
T AT&T INC COM 0.2%
Value $257K Shares 16,105 Est. Cost $15.57 Unrealized -5.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value $249K Shares 612 Est. Cost $415.85 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value $233K Shares 2,060 Est. Cost $114.08 Unrealized
DOW DOW INC 0.2%
Value $221K Shares 4,151 Est. Cost $47.24 Unrealized -4.2%
GD GENERAL DYNAMICS COM 0.2%
Value $216K Shares 1,004 Est. Cost $147.75 Unrealized +38.5%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value $202K Shares 675 Est. Cost $240.18 Unrealized +10.4%
AMT AMERICAN TOWER CORP REIT 0.2%
Value $201K Shares 1,039 Est. Cost $192.19 Unrealized -7.3%
ORCL ORACLE CORP COM 0.1%
Value $179K Shares 1,499 Est. Cost $60.61 Unrealized +65.6%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value $169K Shares 647 Est. Cost $269.02 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value $169K Shares 686 Est. Cost $197.26 Unrealized +8.4%
TGT TARGET CORP COM 0.1%
Value $165K Shares 1,254 Est. Cost $162.64 Unrealized -17.0%
MO ALTRIA GROUP INC COM 0.1%
Value $161K Shares 3,547 Est. Cost $30.41 Unrealized +20.2%
PH PARKER HANNIFIN CORP 0.1%
Value $156K Shares 400 Est. Cost $270.58 Unrealized +21.4%
NVDA NVIDIA CORPORATION 0.1%
Value $152K Shares 360 Est. Cost $20.69 Unrealized +60.4%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value $144K Shares 1,429 Est. Cost $85.37 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $144K Shares 3,594 Est. Cost $30.35 Unrealized +21.1%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value $132K Shares 995 Est. Cost $125.69 Unrealized
MS MORGAN STANLEY COM 0.1%
Value $131K Shares 1,538 Est. Cost $71.86 Unrealized +9.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $129K Shares 1,762 Est. Cost $51.14 Unrealized +34.0%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value $122K Shares 887 Est. Cost $110.92 Unrealized +13.4%
ECL ECOLAB INC COM 0.1%
Value $121K Shares 650 Est. Cost $197.66 Unrealized -15.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value $119K Shares 1,469 Est. Cost $71.08 Unrealized +11.8%
LIN LINDE PLC NPV 0.1%
Value $119K Shares 313 Est. Cost $322.30 Unrealized +9.5%
BCC BOISE CASCADE CO DEL 0.1%
Value $108K Shares 1,200 Est. Cost $58.39 Unrealized +10.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $107K Shares 1,207 Est. Cost $62.66 Unrealized +28.7%
LOW LOWES COS INC COM 0.1%
Value $106K Shares 470 Est. Cost $166.02 Unrealized +19.1%
AMGN AMGEN INC COM 0.1%
Value $105K Shares 471 Est. Cost $205.71 Unrealized +3.9%
PM PHILIP MORRIS INTL INC 0.1%
Value $103K Shares 1,060 Est. Cost $69.34 Unrealized +21.8%
ETN EATON CORP PLC 0.1%
Value $103K Shares 511 Est. Cost $118.94 Unrealized +43.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $101K Shares 445 Est. Cost $228.57 Unrealized -12.4%
EMR EMERSON ELECTRIC CO COM 0.1%
Value $99,971 Shares 1,106 Est. Cost $77.81 Unrealized +2.9%
VFC V F CORP COM 0.1%
Value $98,264 Shares 5,148 Est. Cost $74.82 Unrealized -72.6%
DISCOVER FINL SVCS COM 0.1%
Value $98,036 Shares 839 Est. Cost $94.21 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value $97,574 Shares 985 Est. Cost $94.33 Unrealized +3.1%
IP INTERNATIONAL PAPER CO COM 0.1%
Value $96,672 Shares 3,040 Est. Cost $38.76 Unrealized -25.0%
ALL ALLSTATE CORP COM 0.1%
Value $95,410 Shares 875 Est. Cost $97.70 Unrealized +9.3%
VEA VANGUARD TAX MGD FDS ETF VAN FTSE DEV MKT 0.1%
Value $94,899 Shares 2,055 Est. Cost $41.95 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value $94,630 Shares 120 Est. Cost $366.83 Unrealized +83.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value $92,339 Shares 1,029 Est. Cost $75.89 Unrealized +12.2%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $91,896 Shares 400 Est. Cost $274.27 Unrealized
GLD SPDR GOLD TRUST ETF 0.1%
Value $87,886 Shares 493 Est. Cost $166.33 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value $86,645 Shares 1,300 Est. Cost $57.14 Unrealized
MKC MCCORMICK & CO COM 0.1%
Value $85,301 Shares 978 Est. Cost $80.22 Unrealized +3.2%
CLX CLOROX CO 0.1%
Value $83,496 Shares 525 Est. Cost $165.03 Unrealized -10.6%
D DOMINION ENERGY INC NPV 0.1%
Value $81,151 Shares 1,567 Est. Cost $58.48 Unrealized -18.6%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $80,544 Shares 329 Est. Cost $227.96 Unrealized
EFX EQUIFAX INC COM 0.1%
Value $79,296 Shares 337 Est. Cost $170.61 Unrealized +21.1%
ASTE ASTEC INDUSTRIES 0.1%
Value $77,231 Shares 1,700 Est. Cost $38.74 Unrealized +2.8%
FAST FASTENAL CO 0.1%
Value $73,265 Shares 1,242 Est. Cost $21.29 Unrealized +20.6%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value $73,184 Shares 1,600 Est. Cost $41.08 Unrealized -2.9%
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value $72,020 Shares 1,000 Est. Cost $67.68 Unrealized -1.4%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value $69,044 Shares 398 Est. Cost $165.07 Unrealized
PSX PHILLIPS 66 0.1%
Value $68,859 Shares 722 Est. Cost $64.91 Unrealized +36.4%
MDT MEDTRONIC PLC 0.1%
Value $68,277 Shares 775 Est. Cost $101.71 Unrealized -21.9%
FISV FISERV INC COM 0.1%
Value $68,246 Shares 541 Est. Cost $114.76 Unrealized +2.6%
BDX BECTON-DICKINSON & CO COM 0.1%
Value $64,680 Shares 245 Est. Cost $225.62 Unrealized +7.2%
PPG PPG INDS INC COM 0.1%
Value $63,769 Shares 430 Est. Cost $130.10 Unrealized +1.2%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value $63,277 Shares 635 Est. Cost $109.79 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value $63,128 Shares 515 Est. Cost $118.45 Unrealized
ADSK AUTODESK INC COM 0.1%
Value $61,383 Shares 300 Est. Cost $288.38 Unrealized -30.7%
KLAC KLA CORPORATION 0.0%
Value $59,655 Shares 123 Est. Cost $285.88 Unrealized +42.7%
PARAMOUNT GLOBAL COM CL B 0.0%
Value $59,136 Shares 3,717 Est. Cost $45.11 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value $59,105 Shares 160 Est. Cost $281.25 Unrealized
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value $58,164 Shares 938 Est. Cost $61.59 Unrealized -2.3%
ESGV VANGUARD ESQ US STOCK FD ETF 0.0%
Value $55,706 Shares 711 Est. Cost $69.77 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $55,606 Shares 588 Est. Cost $48.93 Unrealized +64.7%
MRNA MODERNA INC 0.0%
Value $54,675 Shares 450 Est. Cost $164.92 Unrealized -19.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value $53,286 Shares 735 Est. Cost $76.19 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $52,615 Shares 686 Est. Cost $48.95 Unrealized +58.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $52,590 Shares 1,067 Est. Cost $55.19 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value $51,144 Shares 95 Est. Cost $366.95 Unrealized +32.8%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value $50,893 Shares 644 Est. Cost $85.01 Unrealized
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value $50,779 Shares 474 Est. Cost $96.89 Unrealized
WAT WATERS CORPORATION 0.0%
Value $50,640 Shares 190 Est. Cost $273.06 Unrealized +1.9%
SOUTHWESTERN ENERGY CO 0.0%
Value $49,582 Shares 8,250 Est. Cost $4.67 Unrealized
INTU INTUIT INC 0.0%
Value $49,025 Shares 107 Est. Cost $395.01 Unrealized +9.1%
FTV FORTIVE CORP USD 0.01 0.0%
Value $48,822 Shares 653 Est. Cost $50.67 Unrealized -1.5%
AFL AFLAC, INC. COM 0.0%
Value $48,643 Shares 697 Est. Cost $45.95 Unrealized +37.6%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value $48,078 Shares 296 Est. Cost $146.86 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value $46,155 Shares 317 Est. Cost $142.88 Unrealized -7.2%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value $45,769 Shares 290 Est. Cost $148.72 Unrealized
SO SOUTHERN CO COM 0.0%
Value $44,960 Shares 640 Est. Cost $49.84 Unrealized +31.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $44,196 Shares 96 Est. Cost $299.96 Unrealized +43.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $43,914 Shares 200 Est. Cost $114.59 Unrealized +77.3%
QCOM QUALCOMM INC COM 0.0%
Value $43,568 Shares 366 Est. Cost $131.88 Unrealized -17.9%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value $43,535 Shares 385 Est. Cost $104.85 Unrealized -0.2%
XEL XCEL ENERGY INC COM 0.0%
Value $43,269 Shares 696 Est. Cost $54.03 Unrealized +12.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $43,069 Shares 229 Est. Cost $107.02 Unrealized +59.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $42,100 Shares 500 Est. Cost $67.49 Unrealized +18.5%
TRV TRAVELERS COS INC COM 0.0%
Value $41,850 Shares 241 Est. Cost $133.15 Unrealized +26.0%
WMT WALMART INC COM 0.0%
Value $41,651 Shares 265 Est. Cost $43.58 Unrealized +12.3%
WEC WEC ENERGY GROUP INC 0.0%
Value $40,500 Shares 459 Est. Cost $74.07 Unrealized +13.5%
GERN GERON CORP 0.0%
Value $40,125 Shares 12,500 Est. Cost $1.79 Unrealized +59.3%
ASML ASML HOLDINGS N V 0.0%
Value $39,860 Shares 55 Est. Cost $681.43 Unrealized
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value $39,857 Shares 199 Est. Cost $175.88 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $39,439 Shares 265 Est. Cost $182.34 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $39,350 Shares 583 Est. Cost $71.86 Unrealized
EL ESTEE LAUDER COM 0.0%
Value $39,276 Shares 200 Est. Cost $255.03 Unrealized -21.0%
ELV ELEVANCE HEALTH INC 0.0%
Value $39,095 Shares 88 Est. Cost $300.80 Unrealized +47.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $39,076 Shares 218 Est. Cost $131.98 Unrealized +17.1%
CTVA CORTEVA INC 0.0%
Value $39,070 Shares 682 Est. Cost $42.77 Unrealized +32.4%
BAX BAXTER INTL INC COM 0.0%
Value $38,726 Shares 850 Est. Cost $71.45 Unrealized -42.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $36,863 Shares 2,940 Est. Cost $18.55 Unrealized -30.0%
KMI KINDER MORGAN INC 0.0%
Value $35,934 Shares 2,088 Est. Cost $11.56 Unrealized +27.9%
A AGILENT TECHNOLOGIES COM 0.0%
Value $33,309 Shares 277 Est. Cost $119.66 Unrealized +4.5%
ES EVERSOURCE ENERGY 0.0%
Value $31,914 Shares 450 Est. Cost $70.27 Unrealized -6.0%
DE DEERE & CO 0.0%
Value $31,604 Shares 78 Est. Cost $307.48 Unrealized +19.6%
ENB ENBRIDGE INC 0.0%
Value $31,197 Shares 840 Est. Cost $25.56 Unrealized +25.4%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value $30,946 Shares 178 Est. Cost $134.83 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $30,789 Shares 627 Est. Cost $23.71 Unrealized +87.7%
ADI ANALOG DEVICES INC COM 0.0%
Value $30,583 Shares 157 Est. Cost $141.13 Unrealized +25.3%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value $29,925 Shares 750 Est. Cost $45.14 Unrealized -7.0%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value $29,893 Shares 90 Est. Cost $224.46 Unrealized +32.1%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value $29,732 Shares 166 Est. Cost $176.14 Unrealized
ATR APTARGROUP INC USD 0.0%
Value $29,312 Shares 253 Est. Cost $129.38 Unrealized -12.6%
O REALTY INCOME CORP REIT COM 0.0%
Value $29,297 Shares 490 Est. Cost $46.24 Unrealized +13.7%
WELL WELLTOWER INC 0.0%
Value $27,337 Shares 338 Est. Cost $59.03 Unrealized +23.1%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value $26,995 Shares 241 Est. Cost $131.89 Unrealized -26.9%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $26,818 Shares 56 Est. Cost $482.14 Unrealized
CC CHEMOURS CO 0.0%
Value $26,553 Shares 720 Est. Cost $27.14 Unrealized +1.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $26,108 Shares 400 Est. Cost $71.61 Unrealized -17.1%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value $25,668 Shares 465 Est. Cost $45.16 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value $25,034 Shares 390 Est. Cost $56.41 Unrealized
FDX FEDEX CORPORATION COM 0.0%
Value $24,790 Shares 100 Est. Cost $234.19 Unrealized -7.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value $24,302 Shares 9 Est. Cost $2185.19 Unrealized +18.9%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value $24,146 Shares 263 Est. Cost $91.25 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value $23,770 Shares 500 Est. Cost $43.04 Unrealized -16.6%
ROST ROSS STORES INC 0.0%
Value $23,546 Shares 210 Est. Cost $112.20 Unrealized -8.9%
SYY SYSCO CORP COM 0.0%
Value $22,704 Shares 306 Est. Cost $68.07 Unrealized +0.7%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value $22,527 Shares 300 Est. Cost $83.33 Unrealized
EVR EVERCORE INC 0.0%
Value $22,246 Shares 180 Est. Cost $111.29 Unrealized -0.8%
CME CME GROUP INC COM 0.0%
Value $22,234 Shares 120 Est. Cost $163.15 Unrealized +2.1%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value $21,760 Shares 400 Est. Cost $60.00 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value $20,712 Shares 390 Est. Cost $51.12 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value $20,703 Shares 125 Est. Cost $135.98 Unrealized +6.5%
KBWB INVESCO KBW ETF 0.0%
Value $20,683 Shares 504 Est. Cost $63.84 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value $20,540 Shares 357 Est. Cost $38.62 Unrealized +31.1%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value $20,464 Shares 80 Est. Cost $250.00 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value $20,396 Shares 275 Est. Cost $66.67 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value $20,228 Shares 125 Est. Cost $64.00 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value $20,053 Shares 353 Est. Cost $27.21 Unrealized +83.4%
TIP ISHARES TIPS BD ETF 0.0%
Value $19,801 Shares 184 Est. Cost $118.59 Unrealized
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value $19,780 Shares 500 Est. Cost $41.38 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $19,733 Shares 350 Est. Cost $53.34 Unrealized
NU NU HOLDINGS LIMITED 0.0%
Value $19,725 Shares 2,500 Est. Cost $4.46 Unrealized +37.9%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value $19,632 Shares 300 Est. Cost $70.50 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value $19,572 Shares 829 Est. Cost $28.03 Unrealized
VMWARE INC 0.0%
Value $19,540 Shares 136 Est. Cost $119.43 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value $19,418 Shares 545 Est. Cost $29.61 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $19,193 Shares 456 Est. Cost $47.18 Unrealized -9.0%
EG EVEREST RE GROUP LTD COM 0.0%
Value $19,143 Shares 56 Est. Cost $224.39 Unrealized +54.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $19,126 Shares 100 Est. Cost $175.88 Unrealized -1.8%
VTIP VANGUARD SHORT-TERM TIPS ETF 0.0%
Value $18,964 Shares 400 Est. Cost $47.81 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value $18,912 Shares 1,250 Est. Cost $9.51 Unrealized +12.4%
EATON VANCE SR CEF TR 0.0%
Value $18,635 Shares 1,586 Est. Cost $13.24 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value $18,483 Shares 649 Est. Cost $42.13 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value $18,458 Shares 125 Est. Cost $100.50 Unrealized +37.8%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value $18,100 Shares 500 Est. Cost $40.00 Unrealized -26.2%
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value $18,000 Shares 9,000 Est. Cost $2.89 Unrealized -27.4%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value $17,739 Shares 34 Est. Cost $522.64 Unrealized +2.4%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value $17,498 Shares 12,499 Est. Cost $2.40 Unrealized -42.5%
KD KYNDRYL HLDGS INC USD 0.0%
Value $17,391 Shares 1,310 Est. Cost $21.28 Unrealized -36.4%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $16,292 Shares 200 Est. Cost $62.43 Unrealized +14.4%
INDB INDEPENDENT BANK CORP 0.0%
Value $15,219 Shares 342 Est. Cost $70.82 Unrealized -34.1%
UTL UNITIL CORP COM 0.0%
Value $15,210 Shares 300 Est. Cost $43.68 Unrealized +27.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $14,980 Shares 80 Est. Cost $225.00 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value $14,201 Shares 319 Est. Cost $38.28 Unrealized +4.3%
BRO BROWN & BROWN INC COM 0.0%
Value $14,043 Shares 204 Est. Cost $44.44 Unrealized +40.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $13,018 Shares 87 Est. Cost $137.93 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $12,641 Shares 113 Est. Cost $80.38 Unrealized +25.7%
USB U.S. BANCORP COM 0.0%
Value $12,620 Shares 382 Est. Cost $40.32 Unrealized -29.5%
ENPH ENPHASE ENERGY INC 0.0%
Value $12,561 Shares 75 Est. Cost $203.95 Unrealized -12.4%
HSY HERSHEY COMPANY 0.0%
Value $12,485 Shares 50 Est. Cost $217.16 Unrealized +12.1%
KHC KRAFT HEINZ CO 0.0%
Value $12,424 Shares 350 Est. Cost $29.62 Unrealized +13.4%
PLD PROLOGIS INC 0.0%
Value $12,263 Shares 100 Est. Cost $111.93 Unrealized +0.8%
HANCOCK JOHN PFD INCOME FD 0.0%
Value $12,184 Shares 800 Est. Cost $21.25 Unrealized
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value $12,000 Shares 160 Est. Cost $63.54 Unrealized
LQD ISHARES IBOXX INV CP ETF 0.0%
Value $11,895 Shares 110 Est. Cost $109.61 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value $11,618 Shares 29 Est. Cost $302.09 Unrealized +30.0%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value $11,563 Shares 55 Est. Cost $226.63 Unrealized -12.2%
WY WEYERHAEUSER CO 0.0%
Value $11,390 Shares 340 Est. Cost $27.88 Unrealized -0.2%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value $11,375 Shares 106 Est. Cost $94.34 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value $11,347 Shares 150 Est. Cost $76.22 Unrealized
MTB M&T BANK CORP 0.0%
Value $11,262 Shares 91 Est. Cost $120.25 Unrealized -8.0%
SLVM SYLVAMO CORP 0.0%
Value $11,164 Shares 276 Est. Cost $29.46 Unrealized +34.7%
TFC TRUIST FINANCIAL CORP 0.0%
Value $10,922 Shares 360 Est. Cost $43.57 Unrealized -38.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $10,712 Shares 198 Est. Cost $43.54 Unrealized +0.8%
VTV VANGUARD VALUE ETF 0.0%
Value $10,657 Shares 75 Est. Cost $138.11 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value $10,200 Shares 255 Est. Cost $40.72 Unrealized -1.8%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $9,802 Shares 200 Est. Cost $49.11 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value $9,457 Shares 216 Est. Cost $73.20 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value $9,184 Shares 50 Est. Cost $161.79 Unrealized +4.4%
LYB LYONDELLBASELL IND NV 0.0%
Value $8,629 Shares 94 Est. Cost $71.62 Unrealized +6.1%
EXC EXELON CORP COM 0.0%
Value $8,146 Shares 200 Est. Cost $25.25 Unrealized +48.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $8,137 Shares 518 Est. Cost $17.01 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $8,047 Shares 9 Est. Cost $489.77 Unrealized +38.0%
AMAT APPLIED MATERIALS INC COM 0.0%
Value $7,660 Shares 53 Est. Cost $105.71 Unrealized +15.7%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value $7,427 Shares 258 Est. Cost $31.01 Unrealized
WAB WABTEC 0.0%
Value $7,346 Shares 67 Est. Cost $76.03 Unrealized +28.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value $7,334 Shares 15 Est. Cost $481.10 Unrealized -16.3%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value $7,330 Shares 410 Est. Cost $21.95 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value $7,180 Shares 200 Est. Cost $31.52 Unrealized +16.8%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value $7,049 Shares 645 Est. Cost $15.50 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $6,449 Shares 20 Est. Cost $336.58 Unrealized -8.5%
PJP INVESCO DYNAMIC ETF PHARMACEUTICALS 0.0%
Value $6,352 Shares 84 Est. Cost $81.82 Unrealized
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value $6,197 Shares 453 Est. Cost $18.42 Unrealized -32.2%
ISRG INTUITIVE SURGICAL 0.0%
Value $6,154 Shares 18 Est. Cost $313.23 Unrealized -3.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $6,093 Shares 25 Est. Cost $240.00 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $6,042 Shares 66 Est. Cost $47.25 Unrealized +72.2%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value $5,926 Shares 168 Est. Cost $40.70 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $5,895 Shares 225 Est. Cost $28.18 Unrealized -18.0%
HLN HALEON PLC 0.0%
Value $5,715 Shares 682 Est. Cost $5.92 Unrealized
GINKGO BIOWORKS HLDGS 0.0%
Value $5,550 Shares 3,000 Est. Cost $2.57 Unrealized
COOPER TIRE & RUBBER 0.0%
Value $5,367 Shares 14 Est. Cost $357.14 Unrealized
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value $4,596 Shares 100 Est. Cost $53.37 Unrealized
INGR INGREDION INC 0.0%
Value $4,449 Shares 42 Est. Cost $85.49 Unrealized +24.4%
PYPL PAYPAL HLDGS INC 0.0%
Value $4,336 Shares 65 Est. Cost $76.84 Unrealized -11.5%
MCK MCKESSON CORPORATION COM 0.0%
Value $4,273 Shares 10 Est. Cost $177.34 Unrealized +114.0%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value $4,144 Shares 134 Est. Cost $37.31 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $4,000 Shares 118 Est. Cost $34.52 Unrealized -16.5%
SHEL SHELL PLC NPV ADR 0.0%
Value $3,985 Shares 66 Est. Cost $55.11 Unrealized
GL GLOBAL LIFE INC 0.0%
Value $3,617 Shares 33 Est. Cost $92.04 Unrealized +14.2%
MFS CHARTER INCOME TR SBI 0.0%
Value $3,552 Shares 563 Est. Cost $8.88 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.0%
Value $3,258 Shares 125 Est. Cost $40.28 Unrealized -39.2%
VTRS VIATRIS INC NPV 0.0%
Value $3,210 Shares 322 Est. Cost $12.95 Unrealized -34.6%
OGN ORGANON & CO 0.0%
Value $3,036 Shares 146 Est. Cost $26.71 Unrealized -28.5%
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value $3,010 Shares 74 Est. Cost $54.05 Unrealized
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value $2,891 Shares 230 Est. Cost $13.04 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $2,874 Shares 20 Est. Cost $107.94 Unrealized +17.2%
META META PLATFORMS INC 0.0%
Value $2,868 Shares 10 Est. Cost $286.86 Unrealized -14.6%
ALNY ALNYLAM PHARMA 0.0%
Value $2,849 Shares 15 Est. Cost $190.74 Unrealized +3.9%
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value $2,846 Shares 40 Est. Cost $75.00 Unrealized
LNC LINCOLN NATL CORP COM 0.0%
Value $2,755 Shares 107 Est. Cost $56.16 Unrealized -66.7%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value $2,670 Shares 3,000 Est. Cost $0.61 Unrealized +8.3%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value $2,654 Shares 35 Est. Cost $46.72 Unrealized +40.1%
CRON CRONOS GROUP INC 0.0%
Value $2,620 Shares 1,330 Est. Cost $10.59 Unrealized -82.7%
UNILEVER PLC NPV ADR 0.0%
Value $2,606 Shares 50 Est. Cost $60.00 Unrealized
VNT VONTIER CORP 0.0%
Value $2,576 Shares 80 Est. Cost $32.62 Unrealized -11.6%
BARRICK GOLD CORP COM 0.0%
Value $2,539 Shares 150 Est. Cost $20.00 Unrealized
SAMG SILVERCREST ASSET MGMT 0.0%
Value $2,531 Shares 125 Est. Cost $19.13 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $2,504 Shares 35 Est. Cost $57.14 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value $2,376 Shares 46 Est. Cost $23.72 Unrealized +81.3%
MET METLIFE INC COM 0.0%
Value $2,147 Shares 38 Est. Cost $47.61 Unrealized +7.6%
MTCH MATCH GROUP INC 0.0%
Value $2,008 Shares 48 Est. Cost $146.86 Unrealized -75.7%
FNF FIDELITY NATL FINL INC 0.0%
Value $1,800 Shares 50 Est. Cost $38.96 Unrealized -22.0%
CCCC C4 THERAPEUTICS INC 0.0%
Value $1,650 Shares 600 Est. Cost $29.51 Unrealized -89.1%
ALC ALCON INC 0.0%
Value $1,642 Shares 20 Est. Cost $72.45 Unrealized +4.6%
BEAM BEAM THERAPEUTICS INC 0.0%
Value $1,596 Shares 50 Est. Cost $65.59 Unrealized -50.5%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value $1,544 Shares 41 Est. Cost $44.64 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $1,466 Shares 136 Est. Cost $12.65 Unrealized -25.1%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value $1,390 Shares 6 Est. Cost $247.14 Unrealized -7.8%
HUM HUMANA INC 0.0%
Value $1,341 Shares 3 Est. Cost $381.33 Unrealized +28.0%
DINO HF SINCLAIR CORP 0.0%
Value $1,070 Shares 24 Est. Cost $30.32 Unrealized +28.5%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value $1,062 Shares 250 Est. Cost $18.88 Unrealized -76.2%
AVNS AVANOS MEDICAL INC 0.0%
Value $1,022 Shares 40 Est. Cost $46.93 Unrealized -43.9%
C CITIGROUP INC 0.0%
Value $1,012 Shares 22 Est. Cost $56.91 Unrealized -24.9%
WMB WILLIAMS CO INC COM 0.0%
Value $1,011 Shares 31 Est. Cost $17.83 Unrealized +50.1%
EMBC EMBECTA CORP 0.0%
Value $925 Shares 43 Est. Cost $25.42 Unrealized -3.7%
AGEX THERAPEUTICS INC 0.0%
Value $890 Shares 1,000 Est. Cost $2.00 Unrealized
AVY AVERY DENNISON CORPORATION COM 0.0%
Value $859 Shares 5 Est. Cost $198.94 Unrealized -18.2%
KEY KEYCORP INC COM 0.0%
Value $508 Shares 55 Est. Cost $15.23 Unrealized -40.9%
TILRAY BRANDS INC 0.0%
Value $325 Shares 210 Est. Cost $23.81 Unrealized
VOXELJET AG NPV 0.0%
Value $245 Shares 140 Est. Cost $14.29 Unrealized
CANOPY GROWTH CORP 0.0%
Value $130 Shares 344 Est. Cost $32.51 Unrealized
ONCOCYTE CORP 0.0%
Value $115 Shares 500 Est. Cost $6.00 Unrealized
ZIMVIE INC 0.0%
Value $100 Shares 9 Est. Cost $20.00 Unrealized