Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 22, 2024

Total Value ($000): $107,084 (100.0% shares, 0.0% debt)

Holdings (349)

MSFT MICROSOFT CORP COM 8.3%
Value ($000) $8,904 Shares 23,679 Est. Cost $225.97 Unrealized +55.0%
AAPL APPLE INC. COM 7.4%
Value ($000) $7,895 Shares 41,007 Est. Cost $126.46 Unrealized +44.6%
GOOGL ALPHABET INC CLASS A 4.7%
Value ($000) $5,075 Shares 36,332 Est. Cost $109.44 Unrealized +21.8%
NDSN NORDSON CORP NPV 3.9%
Value ($000) $4,148 Shares 15,702 Est. Cost $219.37 Unrealized +2.7%
UNH UNITEDHEALTH GROUP INC COM 3.6%
Value ($000) $3,857 Shares 7,327 Est. Cost $319.66 Unrealized +60.0%
JPM JPMORGAN CHASE & CO COM 3.3%
Value ($000) $3,541 Shares 20,816 Est. Cost $128.11 Unrealized +13.1%
MA MASTERCARD INC CL A 2.5%
Value ($000) $2,664 Shares 6,247 Est. Cost $339.76 Unrealized +16.9%
TJX TJX COMPANIES, INC 2.4%
Value ($000) $2,583 Shares 27,535 Est. Cost $62.28 Unrealized +40.1%
AMZN AMAZON COM INC 2.1%
Value ($000) $2,208 Shares 14,534 Est. Cost $126.48 Unrealized +10.8%
BAC BANK OF AMER CORP COM 2.0%
Value ($000) $2,191 Shares 65,084 Est. Cost $30.75 Unrealized -10.2%
UNP UNION PAC CORP COM 2.0%
Value ($000) $2,097 Shares 8,538 Est. Cost $188.09 Unrealized +11.2%
ABBV ABBVIE, INC 1.8%
Value ($000) $1,911 Shares 12,331 Est. Cost $115.28 Unrealized +17.7%
V VISA INC 1.6%
Value ($000) $1,728 Shares 6,637 Est. Cost $203.18 Unrealized +19.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.6%
Value ($000) $1,715 Shares 4,810 Est. Cost $244.26 Unrealized +43.7%
CVX CHEVRON CORPORATION COM 1.6%
Value ($000) $1,706 Shares 11,441 Est. Cost $79.58 Unrealized +73.2%
TE CONNECTIVITY LTD 1.4%
Value ($000) $1,548 Shares 11,020 Est. Cost $129.11 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $1,545 Shares 15,455 Est. Cost $46.58 Unrealized +109.5%
BLACKROCK INC 1.4%
Value ($000) $1,472 Shares 1,813 Est. Cost $747.10 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,446 Shares 4,173 Est. Cost $257.16 Unrealized +14.2%
CVS CVS HEALTH CORP COM 1.3%
Value ($000) $1,408 Shares 17,833 Est. Cost $62.28 Unrealized +5.0%
PEP PEPSICO INC COM 1.3%
Value ($000) $1,407 Shares 8,287 Est. Cost $118.06 Unrealized +30.2%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $1,310 Shares 25,940 Est. Cost $40.62 Unrealized +18.1%
AXP AMERICAN EXPRESS CO COM 1.2%
Value ($000) $1,291 Shares 6,891 Est. Cost $124.36 Unrealized +26.2%
SYK STRYKER CORP COM 1.1%
Value ($000) $1,158 Shares 3,868 Est. Cost $227.77 Unrealized +20.7%
RTX RTX CORPORATION COM 1.1%
Value ($000) $1,158 Shares 13,762 Est. Cost $69.05 Unrealized +9.5%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,109 Shares 4,796 Est. Cost $198.70 Unrealized +5.9%
INTC INTEL CORP COM 1.0%
Value ($000) $1,109 Shares 22,063 Est. Cost $51.51 Unrealized -22.3%
PNR PENTAIR PLC 1.0%
Value ($000) $1,065 Shares 14,650 Est. Cost $53.76 Unrealized +17.4%
TXN TEXAS INSTRS INC COM 1.0%
Value ($000) $1,044 Shares 6,125 Est. Cost $151.36 Unrealized -3.9%
CMCSA COMCAST CORP NEW COM CL A 1.0%
Value ($000) $1,041 Shares 23,746 Est. Cost $46.00 Unrealized -12.8%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,015 Shares 3,422 Est. Cost $191.26 Unrealized +35.2%
WM WASTE MANAGEMENT INC COM 0.9%
Value ($000) $1,003 Shares 5,600 Est. Cost $149.30 Unrealized +8.8%
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $994 Shares 12,477 Est. Cost $69.98 Unrealized +2.5%
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $993 Shares 9,580 Est. Cost $67.80 Unrealized +27.8%
STZ CONSTELLATION BRANDS CLASS A 0.8%
Value ($000) $898 Shares 3,713 Est. Cost $208.00 Unrealized +9.6%
GLW CORNING INC COM 0.8%
Value ($000) $897 Shares 29,467 Est. Cost $33.60 Unrealized -19.3%
RCL ROYAL CARIBBEAN GROUP 0.8%
Value ($000) $857 Shares 6,622 Est. Cost $77.92 Unrealized +28.5%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $849 Shares 9,403 Est. Cost $179.14 Unrealized -51.9%
ABT ABBOTT LABS COM 0.8%
Value ($000) $839 Shares 7,626 Est. Cost $113.85 Unrealized -15.6%
BA BOEING COMPANY COM 0.7%
Value ($000) $803 Shares 3,081 Est. Cost $222.27 Unrealized -3.8%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $719 Shares 4,846 Est. Cost $44.61 Unrealized +218.3%
PFE PFIZER INC COM 0.7%
Value ($000) $710 Shares 24,654 Est. Cost $28.42 Unrealized -7.1%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $707 Shares 4,828 Est. Cost $135.27 Unrealized +3.9%
SMH VANECK SEMICONDUCTOR ETF 0.7%
Value ($000) $706 Shares 4,035 Est. Cost $192.12 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.7%
Value ($000) $703 Shares 7,791 Est. Cost $70.66 Unrealized +8.9%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $605 Shares 6,851 Est. Cost $91.92 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $591 Shares 9,722 Est. Cost $68.82 Unrealized -22.3%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $582 Shares 7,185 Est. Cost $53.36 Unrealized +35.3%
CSX CSX CORP 0.5%
Value ($000) $568 Shares 16,384 Est. Cost $30.16 Unrealized +2.3%
GOOG ALPHABET INC 0.5%
Value ($000) $543 Shares 3,853 Est. Cost $109.96 Unrealized +22.5%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.5%
Value ($000) $531 Shares 6,211 Est. Cost $87.87 Unrealized
NKE NIKE CORP COM 0.5%
Value ($000) $528 Shares 4,861 Est. Cost $128.96 Unrealized -20.1%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $527 Shares 3,361 Est. Cost $150.28 Unrealized -4.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $501 Shares 3,063 Est. Cost $100.39 Unrealized +40.9%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $480 Shares 823 Est. Cost $222.74 Unrealized +158.2%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $449 Shares 3,869 Est. Cost $41.39 Unrealized +165.1%
CARR CARRIER GLOBAL CORP COM 0.4%
Value ($000) $431 Shares 7,500 Est. Cost $36.97 Unrealized +39.4%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $418 Shares 11,078 Est. Cost $40.69 Unrealized -23.8%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $381 Shares 3,492 Est. Cost $63.91 Unrealized +51.5%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $369 Shares 7,495 Est. Cost $31.89 Unrealized +28.7%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $361 Shares 1,191 Est. Cost $242.82 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $349 Shares 1,499 Est. Cost $156.66 Unrealized +41.7%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $341 Shares 2,581 Est. Cost $137.69 Unrealized -12.8%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $319 Shares 671 Est. Cost $393.70 Unrealized
GE GENERAL ELECTRIC CO NEW 0.3%
Value ($000) $318 Shares 2,492 Est. Cost $61.84 Unrealized +47.9%
STT STATE STR CORP COM 0.3%
Value ($000) $317 Shares 4,092 Est. Cost $66.17 Unrealized -2.1%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $295 Shares 1,075 Est. Cost $548.97 Unrealized -56.8%
ACN ACCENTURE PLC 0.3%
Value ($000) $293 Shares 834 Est. Cost $241.32 Unrealized +29.6%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $289 Shares 1,378 Est. Cost $176.65 Unrealized -2.4%
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value ($000) $281 Shares 5,469 Est. Cost $51.03 Unrealized -7.9%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $278 Shares 622 Est. Cost $424.73 Unrealized -5.5%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $268 Shares 613 Est. Cost $415.85 Unrealized
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $261 Shares 1,004 Est. Cost $147.75 Unrealized +58.5%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $241 Shares 2,060 Est. Cost $114.08 Unrealized
COR CENCORA INC 0.2%
Value ($000) $231 Shares 1,125 Est. Cost $98.33 Unrealized +95.0%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $221 Shares 1,022 Est. Cost $192.19 Unrealized -8.9%
CI CIGNA CORP 0.2%
Value ($000) $217 Shares 724 Est. Cost $216.79 Unrealized +29.5%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $215 Shares 821 Est. Cost $195.58 Unrealized +16.2%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $203 Shares 686 Est. Cost $197.26 Unrealized +27.4%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $185 Shares 675 Est. Cost $240.18 Unrealized +7.9%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $184 Shares 400 Est. Cost $270.58 Unrealized +50.5%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.2%
Value ($000) $179 Shares 647 Est. Cost $269.02 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $179 Shares 1,254 Est. Cost $162.64 Unrealized -30.5%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $178 Shares 360 Est. Cost $20.69 Unrealized +123.9%
KO COCA COLA CO COM 0.1%
Value ($000) $160 Shares 2,708 Est. Cost $47.42 Unrealized +12.3%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $155 Shares 1,200 Est. Cost $58.39 Unrealized +69.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $153 Shares 3,594 Est. Cost $30.35 Unrealized +18.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $150 Shares 1,424 Est. Cost $60.61 Unrealized +76.1%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $144 Shares 1,429 Est. Cost $85.37 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $143 Shares 1,538 Est. Cost $71.86 Unrealized +4.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $143 Shares 3,547 Est. Cost $30.41 Unrealized +14.5%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $137 Shares 995 Est. Cost $125.69 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $136 Shares 471 Est. Cost $205.71 Unrealized +24.0%
T AT&T INC COM 0.1%
Value ($000) $129 Shares 7,711 Est. Cost $15.57 Unrealized -8.7%
ECL ECOLAB INC COM 0.1%
Value ($000) $129 Shares 650 Est. Cost $197.66 Unrealized -11.0%
LIN LINDE PLC NPV 0.1%
Value ($000) $129 Shares 313 Est. Cost $322.30 Unrealized +19.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $128 Shares 1,762 Est. Cost $51.14 Unrealized +25.7%
VLTO VERALTO CORP 0.1%
Value ($000) $125 Shares 1,521 Est. Cost $73.75 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $123 Shares 511 Est. Cost $118.94 Unrealized +81.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $122 Shares 875 Est. Cost $97.70 Unrealized +27.7%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $108 Shares 887 Est. Cost $110.92 Unrealized +0.3%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $108 Shares 1,106 Est. Cost $77.81 Unrealized +13.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $105 Shares 445 Est. Cost $228.57 Unrealized -12.4%
LOW LOWES COS INC COM 0.1%
Value ($000) $103 Shares 463 Est. Cost $166.02 Unrealized +17.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $100 Shares 1,029 Est. Cost $75.89 Unrealized +10.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $100 Shares 1,060 Est. Cost $69.34 Unrealized +20.7%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $99 Shares 120 Est. Cost $366.83 Unrealized +106.2%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $97 Shares 400 Est. Cost $274.27 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $95 Shares 711 Est. Cost $64.91 Unrealized +71.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $95 Shares 985 Est. Cost $94.33 Unrealized -2.3%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $94 Shares 493 Est. Cost $166.33 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $93 Shares 830 Est. Cost $94.21 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $91 Shares 1,300 Est. Cost $57.14 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.1%
Value ($000) $86 Shares 7,474 Est. Cost $14.95 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $85 Shares 353 Est. Cost $207.83 Unrealized +4.3%
EFX EQUIFAX INC COM 0.1%
Value ($000) $83 Shares 337 Est. Cost $170.61 Unrealized +17.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $82 Shares 329 Est. Cost $227.96 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $80 Shares 1,242 Est. Cost $21.29 Unrealized +34.8%
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $80 Shares 1,000 Est. Cost $67.68 Unrealized +7.1%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $80 Shares 1,600 Est. Cost $41.08 Unrealized +11.9%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $77 Shares 857 Est. Cost $62.66 Unrealized +28.1%
CLX CLOROX CO 0.1%
Value ($000) $75 Shares 525 Est. Cost $165.03 Unrealized -24.8%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $74 Shares 1,567 Est. Cost $58.48 Unrealized -31.3%
ADSK AUTODESK INC COM 0.1%
Value ($000) $73 Shares 300 Est. Cost $288.38 Unrealized -25.1%
KLAC KLA CORPORATION 0.1%
Value ($000) $71 Shares 123 Est. Cost $285.88 Unrealized +78.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $69 Shares 900 Est. Cost $29.80 Unrealized -2.7%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $69 Shares 635 Est. Cost $109.79 Unrealized
MKC MCCORMICK & CO COM 0.1%
Value ($000) $67 Shares 978 Est. Cost $80.22 Unrealized -22.8%
INTU INTUIT INC 0.1%
Value ($000) $67 Shares 107 Est. Cost $395.01 Unrealized +37.9%
FISV FISERV INC COM 0.1%
Value ($000) $67 Shares 501 Est. Cost $114.76 Unrealized +6.9%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $66 Shares 160 Est. Cost $281.25 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $64 Shares 515 Est. Cost $118.45 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $64 Shares 430 Est. Cost $130.10 Unrealized -0.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $64 Shares 775 Est. Cost $101.71 Unrealized -29.7%
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $63 Shares 1,700 Est. Cost $38.74 Unrealized -7.6%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $63 Shares 95 Est. Cost $366.95 Unrealized +56.3%
WAT WATERS CORPORATION 0.1%
Value ($000) $63 Shares 190 Est. Cost $273.06 Unrealized +1.1%
DOW DOW INC 0.1%
Value ($000) $61 Shares 1,115 Est. Cost $47.24 Unrealized -5.4%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $61 Shares 125 Est. Cost $347.57 Unrealized
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $60 Shares 711 Est. Cost $69.77 Unrealized
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $60 Shares 245 Est. Cost $225.62 Unrealized +4.8%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $59 Shares 588 Est. Cost $48.93 Unrealized +95.6%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $58 Shares 398 Est. Cost $165.07 Unrealized
AFL AFLAC, INC. COM 0.1%
Value ($000) $58 Shares 697 Est. Cost $45.95 Unrealized +67.6%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.1%
Value ($000) $56 Shares 4,760 Est. Cost $10.43 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $55 Shares 735 Est. Cost $76.19 Unrealized
PARAMOUNT GLOBAL COM CL B 0.1%
Value ($000) $55 Shares 3,717 Est. Cost $45.11 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $55 Shares 550 Est. Cost $155.22 Unrealized -45.8%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.1%
Value ($000) $54 Shares 474 Est. Cost $96.89 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $54 Shares 8,250 Est. Cost $4.67 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $54 Shares 1,067 Est. Cost $55.19 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $53 Shares 366 Est. Cost $131.88 Unrealized -10.3%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $53 Shares 818 Est. Cost $61.59 Unrealized -2.7%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $52 Shares 644 Est. Cost $85.01 Unrealized
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $50 Shares 296 Est. Cost $146.86 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $49 Shares 385 Est. Cost $104.85 Unrealized +5.3%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $48 Shares 653 Est. Cost $50.67 Unrealized +3.1%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $48 Shares 290 Est. Cost $148.72 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $46 Shares 241 Est. Cost $133.15 Unrealized +25.2%
ASML ASML HOLDINGS N V 0.0%
Value ($000) $45 Shares 60 Est. Cost $673.70 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $45 Shares 200 Est. Cost $114.59 Unrealized +102.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $45 Shares 640 Est. Cost $49.84 Unrealized +27.9%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $45 Shares 686 Est. Cost $48.95 Unrealized +21.6%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $44 Shares 265 Est. Cost $182.34 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $44 Shares 96 Est. Cost $299.96 Unrealized +39.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $43 Shares 229 Est. Cost $107.02 Unrealized +74.7%
WMT WALMART INC COM 0.0%
Value ($000) $42 Shares 265 Est. Cost $43.58 Unrealized +18.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $41 Shares 583 Est. Cost $71.86 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $41 Shares 500 Est. Cost $67.49 Unrealized +6.3%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $39 Shares 459 Est. Cost $74.07 Unrealized +3.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $39 Shares 317 Est. Cost $142.88 Unrealized -23.5%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $39 Shares 277 Est. Cost $119.66 Unrealized -2.0%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $38 Shares 199 Est. Cost $175.88 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $37 Shares 79 Est. Cost $300.80 Unrealized +48.5%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $37 Shares 769 Est. Cost $42.03 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $37 Shares 2,088 Est. Cost $11.56 Unrealized +32.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $36 Shares 575 Est. Cost $54.03 Unrealized +2.7%
MMM 3M CO COM 0.0%
Value ($000) $35 Shares 324 Est. Cost $121.15 Unrealized -37.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $34 Shares 218 Est. Cost $131.98 Unrealized +1.7%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $33 Shares 850 Est. Cost $71.45 Unrealized -53.0%
CTVA CORTEVA INC 0.0%
Value ($000) $33 Shares 682 Est. Cost $42.77 Unrealized +8.8%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $33 Shares 627 Est. Cost $23.71 Unrealized +116.0%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $32 Shares 168 Est. Cost $134.83 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $32 Shares 9 Est. Cost $2185.19 Unrealized +40.4%
ATR APTARGROUP INC USD 0.0%
Value ($000) $31 Shares 253 Est. Cost $129.38 Unrealized -5.6%
DE DEERE & CO 0.0%
Value ($000) $31 Shares 78 Est. Cost $307.48 Unrealized +18.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $31 Shares 157 Est. Cost $141.13 Unrealized +22.0%
EVR EVERCORE INC 0.0%
Value ($000) $31 Shares 180 Est. Cost $111.29 Unrealized +26.4%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $31 Shares 166 Est. Cost $176.14 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $30 Shares 338 Est. Cost $59.03 Unrealized +40.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $30 Shares 840 Est. Cost $25.56 Unrealized +15.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $30 Shares 400 Est. Cost $71.61 Unrealized -6.8%
EL ESTEE LAUDER COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $255.03 Unrealized -50.1%
ROST ROSS STORES INC 0.0%
Value ($000) $29 Shares 210 Est. Cost $112.20 Unrealized +8.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 373 Est. Cost $71.08 Unrealized -1.8%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $28 Shares 56 Est. Cost $482.14 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $28 Shares 490 Est. Cost $46.24 Unrealized +0.5%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $45.14 Unrealized -22.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $28 Shares 450 Est. Cost $70.27 Unrealized -26.0%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $27 Shares 465 Est. Cost $45.16 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $27 Shares 390 Est. Cost $56.41 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $27 Shares 70 Est. Cost $224.46 Unrealized +48.6%
GERN GERON CORP 0.0%
Value ($000) $26 Shares 12,500 Est. Cost $1.79 Unrealized +8.9%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $26 Shares 241 Est. Cost $131.89 Unrealized -32.0%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $26 Shares 250 Est. Cost $77.47 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $135.98 Unrealized +31.0%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $234.19 Unrealized +3.5%
CME CME GROUP INC COM 0.0%
Value ($000) $25 Shares 120 Est. Cost $163.15 Unrealized +19.3%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $25 Shares 504 Est. Cost $63.84 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value ($000) $25 Shares 353 Est. Cost $27.21 Unrealized +114.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $24 Shares 100 Est. Cost $175.88 Unrealized +22.0%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $24 Shares 357 Est. Cost $38.62 Unrealized +57.5%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $24 Shares 160 Est. Cost $138.01 Unrealized
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $83.33 Unrealized
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $23 Shares 1,090 Est. Cost $21.28 Unrealized -19.7%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $23 Shares 342 Est. Cost $70.82 Unrealized -28.3%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $60.00 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $22 Shares 390 Est. Cost $51.12 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $21 Shares 350 Est. Cost $53.34 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $21 Shares 80 Est. Cost $250.00 Unrealized
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $4.46 Unrealized +81.4%
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $15.97 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value ($000) $20 Shares 545 Est. Cost $29.61 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $43.04 Unrealized -17.7%
EATON VANCE SR CEF TR 0.0%
Value ($000) $20 Shares 1,586 Est. Cost $13.24 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $20 Shares 275 Est. Cost $66.67 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $20 Shares 56 Est. Cost $224.39 Unrealized +66.8%
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $20 Shares 184 Est. Cost $118.59 Unrealized
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $70.50 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $19 Shares 253 Est. Cost $68.07 Unrealized -4.7%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $18 Shares 34 Est. Cost $522.64 Unrealized -8.0%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $18 Shares 829 Est. Cost $28.03 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $17 Shares 649 Est. Cost $42.13 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $17 Shares 319 Est. Cost $38.28 Unrealized +14.1%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $16 Shares 344 Est. Cost $61.37 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $100.50 Unrealized +6.3%
UTL UNITIL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.68 Unrealized +10.8%
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $15 Shares 1,250 Est. Cost $9.51 Unrealized +1.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $15 Shares 198 Est. Cost $43.54 Unrealized +56.8%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $15 Shares 204 Est. Cost $44.44 Unrealized +58.8%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $40.00 Unrealized -38.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $14 Shares 70 Est. Cost $225.00 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $14 Shares 29 Est. Cost $302.09 Unrealized +45.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $14 Shares 87 Est. Cost $137.93 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $13 Shares 12,499 Est. Cost $2.40 Unrealized -54.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $80.38 Unrealized +38.2%
PLD PROLOGIS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.93 Unrealized -5.6%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $13 Shares 360 Est. Cost $43.57 Unrealized -35.2%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $226.63 Unrealized -13.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $13 Shares 350 Est. Cost $29.62 Unrealized +2.6%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $13 Shares 160 Est. Cost $63.54 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $13 Shares 800 Est. Cost $21.25 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $12 Shares 91 Est. Cost $120.25 Unrealized -2.5%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.61 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $12 Shares 106 Est. Cost $94.34 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $12 Shares 340 Est. Cost $27.88 Unrealized +4.5%
USB U.S. BANCORP COM 0.0%
Value ($000) $12 Shares 269 Est. Cost $40.32 Unrealized -17.9%
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.22 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $161.79 Unrealized +22.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 884 Est. Cost $18.55 Unrealized -41.8%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $203.95 Unrealized -48.0%
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value ($000) $10 Shares 9,000 Est. Cost $2.89 Unrealized -59.2%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.11 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $9 Shares 50 Est. Cost $217.16 Unrealized -18.2%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $9 Shares 255 Est. Cost $40.72 Unrealized -23.4%
TGNA TEGNA INC 0.0%
Value ($000) $9 Shares 600 Est. Cost $16.21 Unrealized -7.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $9 Shares 9 Est. Cost $489.77 Unrealized +63.9%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $481.10 Unrealized +19.9%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $105.71 Unrealized +36.4%
CLEARBRIDGE ENERGY MLP & MIDSTREAM FD ETF 0.0%
Value ($000) $9 Shares 214 Est. Cost $35.22 Unrealized
WAB WABTEC 0.0%
Value ($000) $9 Shares 67 Est. Cost $76.03 Unrealized +46.9%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $8 Shares 66 Est. Cost $47.25 Unrealized +143.7%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $8 Shares 410 Est. Cost $21.95 Unrealized
LYB LYONDELLBASELL IND NV 0.0%
Value ($000) $8 Shares 79 Est. Cost $71.62 Unrealized +11.5%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $7 Shares 518 Est. Cost $17.01 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.25 Unrealized +40.7%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $7 Shares 645 Est. Cost $15.50 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $28.60 Unrealized -31.1%
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.52 Unrealized +9.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $240.00 Unrealized
PJP INVESCO EX PHARMACEUTICALS ETF 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 168 Est. Cost $40.70 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $6 Shares 18 Est. Cost $313.23 Unrealized -4.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $336.58 Unrealized -5.6%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
COOPER TIRE & RUBBER 0.0%
Value ($000) $5 Shares 14 Est. Cost $357.14 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $28.18 Unrealized -9.3%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $2.57 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $62.43 Unrealized +7.6%
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.37 Unrealized
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $177.34 Unrealized +153.9%
INGR INGREDION INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $85.49 Unrealized +17.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $5 Shares 118 Est. Cost $34.52 Unrealized -12.2%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.11 Unrealized
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 -37.4%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $4 Shares 585 Est. Cost $7.94 Unrealized
GL GLOBAL LIFE INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $92.04 Unrealized +25.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $76.84 Unrealized -25.6%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $107.94 Unrealized +41.0%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 322 Est. Cost $12.95 Unrealized -32.9%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $29.51 Unrealized -92.3%
FMQQ THE NEXT FRONTIER INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.38 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $57.95 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $111.62 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.33 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.20 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.74 Unrealized -10.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -81.7%
VNT VONTIER CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.62 Unrealized -0.2%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 46 Est. Cost $23.72 Unrealized +118.1%
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $38.96 Unrealized -0.4%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $0.61 Unrealized +39.4%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $74.82 Unrealized -77.1%
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -13.6%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.42 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 146 Est. Cost $26.71 Unrealized -53.9%
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $286.86 Unrealized +12.7%
MTCH MATCH GROUP INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $146.86 Unrealized -77.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 136 Est. Cost $12.65 Unrealized -21.2%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +23.4%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.64 Unrealized
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.45 Unrealized +1.3%
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $56.16 Unrealized -62.2%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.14 Unrealized -12.8%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $18.88 Unrealized -73.8%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized +25.8%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $65.59 Unrealized -62.1%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +63.8%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +80.3%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -9.8%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -56.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $25.42 Unrealized -41.2%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
AGEX THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $2.00 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $137.00 Unrealized
VOXELJET AG NPV 0.0%
Value ($000) $0 Shares 140 Est. Cost $14.29 Unrealized
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.00 Unrealized
IMDX ONCOCYTE CORP NPV 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.72 Unrealized -17.3%