Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value ($000): $114,688 (100.0% shares, 0.0% debt)

Holdings (354)

MSFT MICROSOFT CORP COM 7.5%
Value ($000) $8,604 Shares 27,250 Est. Cost $225.97 Unrealized +43.6%
AAPL APPLE INC. COM 6.2%
Value ($000) $7,079 Shares 41,346 Est. Cost $126.46 Unrealized +43.4%
GOOGL ALPHABET INC CLASS A 4.1%
Value ($000) $4,735 Shares 36,186 Est. Cost $109.44 Unrealized +17.3%
JPM JPMORGAN CHASE & CO COM 3.4%
Value ($000) $3,929 Shares 27,092 Est. Cost $128.11 Unrealized +11.1%
UNH UNITEDHEALTH GROUP INC COM 3.3%
Value ($000) $3,759 Shares 7,455 Est. Cost $319.66 Unrealized +47.0%
ABBV ABBVIE, INC 3.2%
Value ($000) $3,719 Shares 24,952 Est. Cost $115.28 Unrealized +17.4%
NDSN NORDSON CORP NPV 3.1%
Value ($000) $3,504 Shares 15,702 Est. Cost $219.37 Unrealized +5.8%
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $2,664 Shares 22,654 Est. Cost $46.58 Unrealized +116.8%
ABT ABBOTT LABS COM 2.3%
Value ($000) $2,588 Shares 26,726 Est. Cost $113.85 Unrealized -11.8%
CI CIGNA CORP 2.2%
Value ($000) $2,545 Shares 8,896 Est. Cost $216.79 Unrealized +25.8%
MA MASTERCARD INC CL A 2.2%
Value ($000) $2,542 Shares 6,421 Est. Cost $339.76 Unrealized +16.6%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $2,542 Shares 16,321 Est. Cost $150.28 Unrealized +2.0%
TJX TJX COMPANIES, INC 2.1%
Value ($000) $2,446 Shares 27,524 Est. Cost $62.28 Unrealized +37.0%
PG PROCTER AND GAMBLE CO COM 1.7%
Value ($000) $1,931 Shares 13,237 Est. Cost $135.27 Unrealized +6.5%
CVX CHEVRON CORPORATION COM 1.7%
Value ($000) $1,929 Shares 11,441 Est. Cost $79.58 Unrealized +83.2%
AMZN AMAZON COM INC 1.6%
Value ($000) $1,868 Shares 14,696 Est. Cost $126.48 Unrealized +5.9%
BAC BANK OF AMER CORP COM 1.6%
Value ($000) $1,809 Shares 66,111 Est. Cost $30.75 Unrealized -9.5%
UNP UNION PAC CORP COM 1.5%
Value ($000) $1,774 Shares 8,711 Est. Cost $188.09 Unrealized +9.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.5%
Value ($000) $1,685 Shares 4,810 Est. Cost $244.26 Unrealized +45.2%
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,623 Shares 5,373 Est. Cost $257.16 Unrealized +17.8%
V VISA INC 1.3%
Value ($000) $1,535 Shares 6,675 Est. Cost $203.18 Unrealized +16.2%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,399 Shares 8,256 Est. Cost $118.06 Unrealized +41.6%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $1,389 Shares 25,851 Est. Cost $40.62 Unrealized +23.8%
TE CONNECTIVITY LTD 1.2%
Value ($000) $1,356 Shares 10,981 Est. Cost $129.11 Unrealized
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $1,247 Shares 17,863 Est. Cost $62.28 Unrealized +3.7%
RTX RTX CORPORATION COM 1.0%
Value ($000) $1,197 Shares 16,629 Est. Cost $69.05 Unrealized +17.7%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,190 Shares 4,796 Est. Cost $198.70 Unrealized +10.8%
BLACKROCK INC 1.0%
Value ($000) $1,174 Shares 1,816 Est. Cost $747.10 Unrealized
SYK STRYKER CORP COM 0.9%
Value ($000) $1,054 Shares 3,857 Est. Cost $227.77 Unrealized +22.9%
CMCSA COMCAST CORP NEW COM CL A 0.9%
Value ($000) $1,027 Shares 23,158 Est. Cost $46.15 Unrealized -10.1%
AXP AMERICAN EXPRESS CO COM 0.9%
Value ($000) $1,026 Shares 6,877 Est. Cost $124.36 Unrealized +27.8%
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $1,006 Shares 6,325 Est. Cost $151.36 Unrealized +5.0%
PNR PENTAIR PLC 0.8%
Value ($000) $949 Shares 14,650 Est. Cost $53.76 Unrealized +22.0%
STZ CONSTELLATION BRANDS CLASS A 0.8%
Value ($000) $929 Shares 3,698 Est. Cost $208.00 Unrealized +19.8%
WM WASTE MANAGEMENT INC COM 0.8%
Value ($000) $925 Shares 6,069 Est. Cost $149.30 Unrealized +4.5%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $916 Shares 3,479 Est. Cost $191.26 Unrealized +40.9%
PRU PRUDENTIAL FINANCIAL, INC COM 0.8%
Value ($000) $909 Shares 9,580 Est. Cost $67.80 Unrealized +24.3%
GLW CORNING INC COM 0.8%
Value ($000) $898 Shares 29,467 Est. Cost $33.60 Unrealized -8.6%
CL COLGATE PALMOLIVE CO COM 0.8%
Value ($000) $887 Shares 12,477 Est. Cost $69.98 Unrealized +1.3%
VGT VANGUARD INFORMATION TECH ETF 0.8%
Value ($000) $881 Shares 2,124 Est. Cost $347.57 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.8%
Value ($000) $879 Shares 6,066 Est. Cost $192.12 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $826 Shares 24,924 Est. Cost $28.42 Unrealized +7.6%
INTC INTEL CORP COM 0.7%
Value ($000) $795 Shares 22,369 Est. Cost $51.51 Unrealized -33.6%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $762 Shares 9,403 Est. Cost $179.14 Unrealized -53.4%
MPC MARATHON PETROLEUM CORP 0.6%
Value ($000) $730 Shares 4,823 Est. Cost $44.61 Unrealized +197.3%
RCL ROYAL CARIBBEAN GROUP 0.5%
Value ($000) $610 Shares 6,622 Est. Cost $77.92 Unrealized +26.3%
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $608 Shares 7,791 Est. Cost $70.66 Unrealized +11.4%
BA BOEING COMPANY COM 0.5%
Value ($000) $591 Shares 3,081 Est. Cost $222.27 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $589 Shares 4,197 Est. Cost $100.39 Unrealized +31.2%
ITW ILLINOIS TOOL WORKS INC COM 0.5%
Value ($000) $558 Shares 2,421 Est. Cost $195.58 Unrealized +17.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $557 Shares 9,722 Est. Cost $68.82 Unrealized -6.4%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $538 Shares 7,185 Est. Cost $53.36 Unrealized +32.5%
CSX CSX CORP 0.5%
Value ($000) $535 Shares 17,384 Est. Cost $30.16 Unrealized +1.4%
GE GENERAL ELECTRIC CO NEW 0.5%
Value ($000) $521 Shares 4,717 Est. Cost $61.84 Unrealized +43.4%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $518 Shares 6,842 Est. Cost $91.92 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $508 Shares 3,853 Est. Cost $109.96 Unrealized +17.4%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value ($000) $486 Shares 6,182 Est. Cost $87.87 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $463 Shares 3,869 Est. Cost $41.39 Unrealized +160.6%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $457 Shares 6,053 Est. Cost $69.63 Unrealized +7.1%
NKE NIKE CORP COM 0.4%
Value ($000) $455 Shares 4,761 Est. Cost $129.51 Unrealized -24.1%
CARR CARRIER GLOBAL CORP COM 0.4%
Value ($000) $453 Shares 8,200 Est. Cost $36.97 Unrealized +44.6%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $451 Shares 839 Est. Cost $222.74 Unrealized +127.5%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $415 Shares 12,812 Est. Cost $40.69 Unrealized -28.7%
MMM 3M CO COM 0.4%
Value ($000) $405 Shares 4,324 Est. Cost $121.15 Unrealized -34.3%
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $367 Shares 1,524 Est. Cost $156.66 Unrealized +47.6%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.3%
Value ($000) $361 Shares 32,974 Est. Cost $14.95 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value ($000) $359 Shares 3,492 Est. Cost $63.91 Unrealized +56.2%
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value ($000) $359 Shares 6,189 Est. Cost $51.03 Unrealized +6.5%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $342 Shares 799 Est. Cost $393.70 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $324 Shares 1,062 Est. Cost $552.79 Unrealized -37.5%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $320 Shares 2,581 Est. Cost $137.69 Unrealized -3.6%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $317 Shares 1,191 Est. Cost $242.82 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $309 Shares 1,353 Est. Cost $207.83 Unrealized +10.0%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $306 Shares 7,495 Est. Cost $31.89 Unrealized +27.6%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $294 Shares 3,936 Est. Cost $29.80 Unrealized +0.3%
STT STATE STR CORP COM 0.2%
Value ($000) $274 Shares 4,092 Est. Cost $66.17 Unrealized -1.9%
COR CENCORA INC 0.2%
Value ($000) $270 Shares 1,500 Est. Cost $98.33 Unrealized +84.1%
KO COCA COLA CO COM 0.2%
Value ($000) $264 Shares 4,708 Est. Cost $47.42 Unrealized +17.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $256 Shares 834 Est. Cost $241.32 Unrealized +26.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $255 Shares 1,378 Est. Cost $176.65 Unrealized -1.6%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $254 Shares 622 Est. Cost $424.73 Unrealized -4.5%
T AT&T INC COM 0.2%
Value ($000) $242 Shares 16,105 Est. Cost $15.57 Unrealized -16.8%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value ($000) $240 Shares 612 Est. Cost $415.85 Unrealized
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $222 Shares 1,004 Est. Cost $147.75 Unrealized +42.9%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $222 Shares 2,060 Est. Cost $114.08 Unrealized
DOW DOW INC 0.2%
Value ($000) $214 Shares 4,151 Est. Cost $47.24 Unrealized -2.0%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $191 Shares 675 Est. Cost $240.18 Unrealized +14.4%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $187 Shares 686 Est. Cost $197.26 Unrealized +32.5%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $168 Shares 1,022 Est. Cost $192.19 Unrealized -12.8%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $161 Shares 647 Est. Cost $269.02 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $157 Shares 360 Est. Cost $20.69 Unrealized +116.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $156 Shares 1,474 Est. Cost $60.61 Unrealized +86.1%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $156 Shares 400 Est. Cost $270.58 Unrealized +44.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $149 Shares 3,547 Est. Cost $30.41 Unrealized +19.8%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $146 Shares 1,429 Est. Cost $85.37 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $139 Shares 1,254 Est. Cost $162.64 Unrealized -28.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $134 Shares 3,594 Est. Cost $30.35 Unrealized +28.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $127 Shares 471 Est. Cost $205.71 Unrealized +12.7%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $126 Shares 995 Est. Cost $125.69 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $126 Shares 1,538 Est. Cost $71.86 Unrealized +11.7%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $124 Shares 1,200 Est. Cost $58.39 Unrealized +59.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $122 Shares 1,762 Est. Cost $51.14 Unrealized +31.4%
LIN LINDE PLC NPV 0.1%
Value ($000) $117 Shares 313 Est. Cost $322.30 Unrealized +14.5%
ECL ECOLAB INC COM 0.1%
Value ($000) $110 Shares 650 Est. Cost $197.66 Unrealized -10.3%
ETN EATON CORP PLC 0.1%
Value ($000) $109 Shares 511 Est. Cost $118.94 Unrealized +76.3%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $108 Shares 3,040 Est. Cost $38.76 Unrealized -20.9%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $107 Shares 887 Est. Cost $110.92 Unrealized +6.2%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $107 Shares 1,106 Est. Cost $77.81 Unrealized +17.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $98 Shares 1,060 Est. Cost $69.34 Unrealized +24.3%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $97 Shares 875 Est. Cost $97.70 Unrealized +6.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $97 Shares 1,207 Est. Cost $62.66 Unrealized +31.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $96 Shares 463 Est. Cost $166.02 Unrealized +29.5%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.1%
Value ($000) $94 Shares 2,149 Est. Cost $42.03 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $91 Shares 1,029 Est. Cost $75.89 Unrealized +10.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $90 Shares 985 Est. Cost $94.33 Unrealized -2.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $88 Shares 445 Est. Cost $228.57 Unrealized -10.3%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $86 Shares 400 Est. Cost $274.27 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $85 Shares 711 Est. Cost $64.91 Unrealized +59.2%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $85 Shares 493 Est. Cost $166.33 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $83 Shares 120 Est. Cost $366.83 Unrealized +93.2%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $83 Shares 1,300 Est. Cost $57.14 Unrealized
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $80 Shares 1,700 Est. Cost $38.74 Unrealized +23.5%
VFC V F CORP COM 0.1%
Value ($000) $78 Shares 4,398 Est. Cost $74.82 Unrealized -74.6%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $77 Shares 329 Est. Cost $227.96 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value ($000) $76 Shares 1,114 Est. Cost $71.08 Unrealized +2.0%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $74 Shares 978 Est. Cost $80.22 Unrealized -2.0%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $73 Shares 1,600 Est. Cost $41.08 Unrealized +12.9%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $72 Shares 830 Est. Cost $94.21 Unrealized
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $71 Shares 1,000 Est. Cost $67.68 Unrealized +2.6%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $70 Shares 1,567 Est. Cost $58.48 Unrealized -24.7%
CLX CLOROX CO 0.1%
Value ($000) $69 Shares 525 Est. Cost $165.03 Unrealized -15.2%
FAST FASTENAL CO 0.1%
Value ($000) $68 Shares 1,242 Est. Cost $21.29 Unrealized +26.0%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $63 Shares 245 Est. Cost $225.62 Unrealized +14.5%
ADSK AUTODESK INC COM 0.1%
Value ($000) $62 Shares 300 Est. Cost $288.38 Unrealized -27.1%
EFX EQUIFAX INC COM 0.1%
Value ($000) $62 Shares 337 Est. Cost $170.61 Unrealized +17.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $61 Shares 775 Est. Cost $101.71 Unrealized -23.5%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $60 Shares 635 Est. Cost $109.79 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $59 Shares 398 Est. Cost $165.07 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $59 Shares 515 Est. Cost $118.45 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $57 Shares 160 Est. Cost $281.25 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $57 Shares 550 Est. Cost $155.22 Unrealized -28.1%
FISV FISERV INC COM 0.0%
Value ($000) $57 Shares 501 Est. Cost $114.76 Unrealized +7.3%
KLAC KLA CORPORATION 0.0%
Value ($000) $56 Shares 123 Est. Cost $285.88 Unrealized +64.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $56 Shares 430 Est. Cost $130.10 Unrealized +2.3%
INTU INTUIT INC 0.0%
Value ($000) $55 Shares 107 Est. Cost $395.01 Unrealized +26.3%
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $54 Shares 95 Est. Cost $366.95 Unrealized +45.0%
AFL AFLAC, INC. COM 0.0%
Value ($000) $53 Shares 697 Est. Cost $45.95 Unrealized +53.5%
ESGV VANGUARD ESQ US STOCK FD ETF 0.0%
Value ($000) $53 Shares 711 Est. Cost $69.77 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $53 Shares 8,250 Est. Cost $4.67 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $52 Shares 190 Est. Cost $273.06 Unrealized +1.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $51 Shares 588 Est. Cost $48.93 Unrealized +77.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $51 Shares 1,067 Est. Cost $55.19 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 735 Est. Cost $76.19 Unrealized
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $50 Shares 4,760 Est. Cost $10.43 Unrealized
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $49 Shares 818 Est. Cost $61.59 Unrealized +1.2%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $49 Shares 644 Est. Cost $85.01 Unrealized
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $48 Shares 653 Est. Cost $50.67 Unrealized +12.3%
PARAMOUNT GLOBAL COM CL B 0.0%
Value ($000) $48 Shares 3,717 Est. Cost $45.11 Unrealized
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $48 Shares 474 Est. Cost $96.89 Unrealized
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $46 Shares 296 Est. Cost $146.86 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $46 Shares 200 Est. Cost $114.59 Unrealized +91.2%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $44 Shares 290 Est. Cost $148.72 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $44 Shares 686 Est. Cost $48.95 Unrealized +31.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $44 Shares 229 Est. Cost $107.02 Unrealized +72.5%
WMT WALMART INC COM 0.0%
Value ($000) $42 Shares 265 Est. Cost $43.58 Unrealized +18.9%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $42 Shares 385 Est. Cost $104.85 Unrealized +6.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $41 Shares 640 Est. Cost $49.84 Unrealized +28.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $41 Shares 366 Est. Cost $131.88 Unrealized -16.5%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $39 Shares 241 Est. Cost $133.15 Unrealized +20.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $39 Shares 96 Est. Cost $299.96 Unrealized +38.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $38 Shares 265 Est. Cost $182.34 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $38 Shares 500 Est. Cost $67.49 Unrealized +10.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 583 Est. Cost $71.86 Unrealized
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $37 Shares 199 Est. Cost $175.88 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $37 Shares 459 Est. Cost $74.07 Unrealized +7.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $37 Shares 627 Est. Cost $23.71 Unrealized +129.5%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $36 Shares 317 Est. Cost $142.88 Unrealized -13.1%
ASML ASML HOLDINGS N V 0.0%
Value ($000) $35 Shares 60 Est. Cost $673.70 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $35 Shares 682 Est. Cost $42.77 Unrealized +20.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $35 Shares 2,088 Est. Cost $11.56 Unrealized +32.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $34 Shares 79 Est. Cost $300.80 Unrealized +45.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $34 Shares 218 Est. Cost $131.98 Unrealized +14.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $33 Shares 575 Est. Cost $54.03 Unrealized +2.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $32 Shares 850 Est. Cost $71.45 Unrealized -43.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $32 Shares 2,930 Est. Cost $18.55 Unrealized -32.7%
ATR APTARGROUP INC USD 0.0%
Value ($000) $32 Shares 253 Est. Cost $129.38 Unrealized -8.2%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $31 Shares 277 Est. Cost $119.66 Unrealized -1.5%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $30 Shares 90 Est. Cost $224.46 Unrealized +47.3%
DE DEERE & CO 0.0%
Value ($000) $29 Shares 78 Est. Cost $307.48 Unrealized +29.4%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $29 Shares 166 Est. Cost $176.14 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $29 Shares 178 Est. Cost $134.83 Unrealized
EL ESTEE LAUDER COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $255.03 Unrealized -37.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $28 Shares 840 Est. Cost $25.56 Unrealized +18.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $28 Shares 9 Est. Cost $2185.19 Unrealized +36.3%
WELL WELLTOWER INC 0.0%
Value ($000) $28 Shares 338 Est. Cost $59.03 Unrealized +32.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $27 Shares 157 Est. Cost $141.13 Unrealized +25.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $27 Shares 400 Est. Cost $71.61 Unrealized -7.3%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $234.19 Unrealized +5.4%
GERN GERON CORP 0.0%
Value ($000) $26 Shares 12,500 Est. Cost $1.79 Unrealized +52.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $26 Shares 450 Est. Cost $70.27 Unrealized -15.4%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $26 Shares 750 Est. Cost $45.14 Unrealized -14.2%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $26 Shares 56 Est. Cost $482.14 Unrealized
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $25 Shares 241 Est. Cost $131.89 Unrealized -24.0%
EVR EVERCORE INC 0.0%
Value ($000) $25 Shares 180 Est. Cost $111.29 Unrealized +17.8%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $25 Shares 390 Est. Cost $56.41 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $24 Shares 490 Est. Cost $46.24 Unrealized +8.5%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $163.15 Unrealized +10.4%
ROST ROSS STORES INC 0.0%
Value ($000) $24 Shares 210 Est. Cost $112.20 Unrealized -0.3%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $24 Shares 465 Est. Cost $45.16 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $23 Shares 250 Est. Cost $77.47 Unrealized
VMWARE INC 0.0%
Value ($000) $23 Shares 136 Est. Cost $119.43 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $22 Shares 125 Est. Cost $135.98 Unrealized +25.2%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $22 Shares 160 Est. Cost $138.01 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $22 Shares 357 Est. Cost $38.62 Unrealized +46.7%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $83.33 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value ($000) $21 Shares 353 Est. Cost $27.21 Unrealized +107.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $21 Shares 56 Est. Cost $224.39 Unrealized +55.5%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $60.00 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $20 Shares 100 Est. Cost $175.88 Unrealized +11.3%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $20 Shares 504 Est. Cost $63.84 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $20 Shares 720 Est. Cost $27.14 Unrealized +15.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $20 Shares 456 Est. Cost $47.18 Unrealized -7.2%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $20 Shares 1,310 Est. Cost $21.28 Unrealized -30.3%
GSK GSK PLC 25P ADR 0.0%
Value ($000) $20 Shares 545 Est. Cost $29.61 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $20 Shares 80 Est. Cost $250.00 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $20 Shares 390 Est. Cost $51.12 Unrealized
EATON VANCE SR CEF TR 0.0%
Value ($000) $19 Shares 1,586 Est. Cost $13.24 Unrealized
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $15.97 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $19 Shares 184 Est. Cost $118.59 Unrealized
EEM ISHARES MSCI EMG MKT ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.38 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $19 Shares 275 Est. Cost $66.67 Unrealized
VTIP VANGUARD SHORT-TERM TIPS ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.81 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $53.34 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $43.04 Unrealized -1.7%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $18 Shares 2,500 Est. Cost $4.46 Unrealized +67.9%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $18 Shares 300 Est. Cost $70.50 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $17 Shares 34 Est. Cost $522.64 Unrealized +1.2%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $17 Shares 342 Est. Cost $70.82 Unrealized -31.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $17 Shares 253 Est. Cost $68.07 Unrealized -1.5%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $16 Shares 829 Est. Cost $28.03 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $16 Shares 1,250 Est. Cost $9.51 Unrealized +16.7%
SJM SMUCKER J M CO COM 0.0%
Value ($000) $15 Shares 125 Est. Cost $100.50 Unrealized +29.2%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $15 Shares 12,499 Est. Cost $2.40 Unrealized -43.3%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $14 Shares 649 Est. Cost $42.13 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $14 Shares 204 Est. Cost $44.44 Unrealized +58.1%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 344 Est. Cost $61.37 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $14 Shares 80 Est. Cost $225.00 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $14 Shares 198 Est. Cost $43.54 Unrealized +31.4%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $14 Shares 319 Est. Cost $38.28 Unrealized +9.3%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $40.00 Unrealized -22.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $80.38 Unrealized +39.6%
UTL UNITIL CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.68 Unrealized +12.1%
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value ($000) $13 Shares 9,000 Est. Cost $2.89 Unrealized -43.7%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $13 Shares 29 Est. Cost $302.09 Unrealized +37.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $137.93 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $12 Shares 276 Est. Cost $29.46 Unrealized +34.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 350 Est. Cost $29.62 Unrealized +3.0%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $12 Shares 800 Est. Cost $21.25 Unrealized
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $12 Shares 160 Est. Cost $63.54 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $12 Shares 91 Est. Cost $120.25 Unrealized +0.2%
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $76.22 Unrealized
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $11 Shares 110 Est. Cost $109.61 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.93 Unrealized +1.0%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $226.63 Unrealized -9.4%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $11 Shares 106 Est. Cost $94.34 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $10 Shares 340 Est. Cost $27.88 Unrealized +9.8%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $10 Shares 360 Est. Cost $43.57 Unrealized -37.7%
HSY HERSHEY COMPANY 0.0%
Value ($000) $10 Shares 50 Est. Cost $217.16 Unrealized -3.9%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $161.79 Unrealized +20.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $203.95 Unrealized -30.2%
USB U.S. BANCORP COM 0.0%
Value ($000) $9 Shares 269 Est. Cost $40.32 Unrealized -19.4%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.11 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $9 Shares 600 Est. Cost $16.21 Unrealized 0.0%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $8 Shares 255 Est. Cost $40.72 Unrealized -10.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $8 Shares 518 Est. Cost $17.01 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $481.10 Unrealized +9.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $8 Shares 9 Est. Cost $489.77 Unrealized +53.1%
EXC EXELON CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.25 Unrealized +47.5%
CLEARBRIDGE ENERGY MLP & MIDSTREAM FD ETF 0.0%
Value ($000) $8 Shares 214 Est. Cost $35.22 Unrealized
LYB LYONDELLBASELL IND NV 0.0%
Value ($000) $7 Shares 79 Est. Cost $71.62 Unrealized +13.1%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $105.71 Unrealized +32.8%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $31.01 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $47.25 Unrealized +114.7%
WAB WABTEC 0.0%
Value ($000) $7 Shares 67 Est. Cost $76.03 Unrealized +44.7%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $7 Shares 410 Est. Cost $21.95 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.52 Unrealized +11.2%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $6 Shares 645 Est. Cost $15.50 Unrealized
PJP INVESCO EX PHARMACEUTICALS ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $81.82 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $6 Shares 168 Est. Cost $40.70 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $6 Shares 453 Est. Cost $18.42 Unrealized -26.2%
CHWY CHEWY INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $28.60 Unrealized 0.0%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $2.57 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $5 Shares 18 Est. Cost $313.23 Unrealized -0.3%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $62.43 Unrealized +15.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $336.58 Unrealized -6.3%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $5 Shares 585 Est. Cost $7.94 Unrealized
COOPER TIRE & RUBBER 0.0%
Value ($000) $4 Shares 14 Est. Cost $357.14 Unrealized
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $53.37 Unrealized
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $177.34 Unrealized +135.0%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.11 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $85.49 Unrealized +21.4%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $37.31 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $76.84 Unrealized -15.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.18 Unrealized -13.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 118 Est. Cost $34.52 Unrealized -8.4%
GL GLOBAL LIFE INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $92.04 Unrealized +19.0%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 125 Est. Cost $40.28 Unrealized -36.0%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $3 Shares 563 Est. Cost $8.88 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 322 Est. Cost $12.95 Unrealized -27.9%
FMQQ THE NEXT FRONTIER INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.38 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $107.94 Unrealized +39.4%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.33 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $0.61 Unrealized +56.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -81.5%
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.74 Unrealized +0.2%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.20 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $26.71 Unrealized -30.6%
VNT VONTIER CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.62 Unrealized -5.6%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $2 Shares 46 Est. Cost $23.72 Unrealized +121.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.42 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.96 Unrealized -9.3%
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized +1.1%
MTCH MATCH GROUP INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $146.86 Unrealized -70.5%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +21.9%
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.45 Unrealized +12.7%
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $286.86 Unrealized +4.3%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +19.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 136 Est. Cost $12.65 Unrealized -20.3%
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $56.16 Unrealized -59.6%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $1 Shares 41 Est. Cost $44.64 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +62.0%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $65.59 Unrealized -59.1%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $1 Shares 6 Est. Cost $247.14 Unrealized -13.9%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $18.88 Unrealized -67.1%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $29.51 Unrealized -89.7%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +73.1%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -12.9%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -51.7%
AGEX THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $25.42 Unrealized -33.4%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 344 Est. Cost $32.51 Unrealized
VOXELJET AG NPV 0.0%
Value ($000) $0 Shares 140 Est. Cost $14.29 Unrealized
IMDX ONCOCYTE CORP NPV 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.72 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.00 Unrealized