Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 18, 2024

Total Value ($000): $113,334 (100.0% shares, 0.0% debt)

Holdings (402)

MSFT MICROSOFT CORP COM 8.6%
Value ($000) $9,775 Shares 23,234 Est. Cost $225.97 Unrealized +76.7%
AAPL APPLE INC. COM 6.1%
Value ($000) $6,944 Shares 40,494 Est. Cost $126.46 Unrealized +42.5%
GOOGL ALPHABET INC CLASS A 4.8%
Value ($000) $5,420 Shares 35,914 Est. Cost $109.44 Unrealized +29.7%
NDSN NORDSON CORP NPV 3.8%
Value ($000) $4,311 Shares 15,702 Est. Cost $219.37 Unrealized +15.8%
JPM JPMORGAN CHASE & CO COM 3.5%
Value ($000) $3,928 Shares 19,613 Est. Cost $128.11 Unrealized +35.5%
UNH UNITEDHEALTH GROUP INC COM 3.1%
Value ($000) $3,559 Shares 7,195 Est. Cost $319.66 Unrealized +53.0%
MA MASTERCARD INC CL A 2.5%
Value ($000) $2,815 Shares 5,845 Est. Cost $339.76 Unrealized +33.2%
TJX TJX COMPANIES, INC 2.4%
Value ($000) $2,741 Shares 27,029 Est. Cost $62.28 Unrealized +51.9%
AMZN AMAZON COM INC 2.3%
Value ($000) $2,612 Shares 14,483 Est. Cost $126.48 Unrealized +32.0%
BAC BANK OF AMER CORP COM 2.0%
Value ($000) $2,223 Shares 58,638 Est. Cost $30.75 Unrealized +6.7%
ABBV ABBVIE, INC 2.0%
Value ($000) $2,214 Shares 12,158 Est. Cost $115.28 Unrealized +40.5%
UNP UNION PAC CORP COM 1.8%
Value ($000) $2,064 Shares 8,392 Est. Cost $188.09 Unrealized +25.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.8%
Value ($000) $2,011 Shares 4,783 Est. Cost $244.26 Unrealized +61.0%
CVX CHEVRON CORPORATION COM 1.6%
Value ($000) $1,794 Shares 11,372 Est. Cost $79.58 Unrealized +74.7%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $1,749 Shares 15,049 Est. Cost $46.58 Unrealized +110.6%
V VISA INC 1.5%
Value ($000) $1,700 Shares 6,093 Est. Cost $203.18 Unrealized +34.1%
TE CONNECTIVITY LTD 1.4%
Value ($000) $1,582 Shares 10,890 Est. Cost $129.11 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,580 Shares 4,118 Est. Cost $257.16 Unrealized +35.5%
AXP AMERICAN EXPRESS CO COM 1.4%
Value ($000) $1,566 Shares 6,878 Est. Cost $124.36 Unrealized +63.2%
BLACKROCK INC 1.3%
Value ($000) $1,526 Shares 1,830 Est. Cost $747.10 Unrealized
PEP PEPSICO INC COM 1.3%
Value ($000) $1,445 Shares 8,255 Est. Cost $118.06 Unrealized +33.2%
CVS CVS HEALTH CORP COM 1.2%
Value ($000) $1,409 Shares 17,661 Est. Cost $62.28 Unrealized +13.7%
SYK STRYKER CORP COM 1.2%
Value ($000) $1,341 Shares 3,747 Est. Cost $227.77 Unrealized +45.0%
RTX RTX CORPORATION COM 1.2%
Value ($000) $1,332 Shares 13,658 Est. Cost $69.05 Unrealized +25.7%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $1,288 Shares 25,815 Est. Cost $40.62 Unrealized +16.2%
PNR PENTAIR PLC 1.1%
Value ($000) $1,244 Shares 14,560 Est. Cost $53.76 Unrealized +38.3%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,186 Shares 4,748 Est. Cost $198.70 Unrealized +21.5%
WM WASTE MANAGEMENT INC COM 1.0%
Value ($000) $1,182 Shares 5,544 Est. Cost $149.30 Unrealized +28.0%
CL COLGATE PALMOLIVE CO COM 1.0%
Value ($000) $1,109 Shares 12,316 Est. Cost $69.98 Unrealized +16.2%
DIS DISNEY WALT CO COM 1.0%
Value ($000) $1,104 Shares 9,026 Est. Cost $179.14 Unrealized -42.8%
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $1,064 Shares 6,105 Est. Cost $151.36 Unrealized +4.3%
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $1,060 Shares 9,025 Est. Cost $67.80 Unrealized +45.4%
STZ CONSTELLATION BRANDS CLASS A 0.9%
Value ($000) $1,004 Shares 3,694 Est. Cost $208.00 Unrealized +17.0%
INTC INTEL CORP COM 0.9%
Value ($000) $969 Shares 21,940 Est. Cost $51.51 Unrealized -14.5%
GLW CORNING INC COM 0.8%
Value ($000) $960 Shares 29,144 Est. Cost $33.60 Unrealized -9.4%
MPC MARATHON PETROLEUM CORP 0.8%
Value ($000) $956 Shares 4,746 Est. Cost $44.61 Unrealized +268.4%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $944 Shares 3,350 Est. Cost $191.26 Unrealized +45.4%
CMCSA COMCAST CORP NEW COM CL A 0.8%
Value ($000) $922 Shares 21,282 Est. Cost $46.00 Unrealized -11.7%
RCL ROYAL CARIBBEAN GROUP 0.8%
Value ($000) $914 Shares 6,573 Est. Cost $77.92 Unrealized +57.5%
SMH VANECK SEMICONDUCTOR ETF 0.8%
Value ($000) $902 Shares 4,009 Est. Cost $192.12 Unrealized
ABT ABBOTT LABS COM 0.8%
Value ($000) $854 Shares 7,510 Est. Cost $113.85 Unrealized -2.7%
VPU VANGUARD UTILITIES ETF 0.7%
Value ($000) $805 Shares 5,649 Est. Cost $142.57 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $783 Shares 4,828 Est. Cost $135.27 Unrealized +10.8%
PFE PFIZER INC COM 0.6%
Value ($000) $675 Shares 24,331 Est. Cost $28.42 Unrealized -13.3%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $629 Shares 809 Est. Cost $222.74 Unrealized +215.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $612 Shares 9,574 Est. Cost $68.82 Unrealized -19.5%
CSX CSX CORP 0.5%
Value ($000) $607 Shares 16,384 Est. Cost $30.16 Unrealized +17.6%
GOOG ALPHABET INC 0.5%
Value ($000) $587 Shares 3,858 Est. Cost $109.96 Unrealized +30.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $585 Shares 3,063 Est. Cost $100.39 Unrealized +71.9%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $583 Shares 6,747 Est. Cost $91.92 Unrealized
XLB SPDR MATERIALS SELECT SECTOR ETF 0.5%
Value ($000) $573 Shares 6,166 Est. Cost $87.87 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $537 Shares 5,983 Est. Cost $70.66 Unrealized +15.9%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $527 Shares 3,331 Est. Cost $150.28 Unrealized -0.0%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $521 Shares 7,110 Est. Cost $53.36 Unrealized +34.9%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $492 Shares 3,869 Est. Cost $41.39 Unrealized +160.0%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $464 Shares 11,059 Est. Cost $40.69 Unrealized -11.7%
GE GENERAL ELECTRIC CO NEW 0.4%
Value ($000) $453 Shares 2,581 Est. Cost $63.72 Unrealized +82.7%
NKE NIKE CORP COM 0.4%
Value ($000) $444 Shares 4,721 Est. Cost $128.96 Unrealized -24.1%
CARR CARRIER GLOBAL CORP COM 0.4%
Value ($000) $433 Shares 7,453 Est. Cost $36.97 Unrealized +48.7%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $427 Shares 3,237 Est. Cost $63.91 Unrealized +81.2%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $420 Shares 7,253 Est. Cost $31.89 Unrealized +57.2%
BA BOEING COMPANY COM 0.4%
Value ($000) $405 Shares 2,100 Est. Cost $222.27 Unrealized -7.6%
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $372 Shares 1,489 Est. Cost $156.66 Unrealized +49.5%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $368 Shares 1,091 Est. Cost $242.82 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $350 Shares 1,067 Est. Cost $548.97 Unrealized -46.6%
TGT TARGET CORP COM 0.3%
Value ($000) $346 Shares 1,954 Est. Cost $155.25 Unrealized -8.5%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $324 Shares 359 Est. Cost $20.69 Unrealized +250.2%
STT STATE STR CORP COM 0.3%
Value ($000) $314 Shares 4,067 Est. Cost $66.17 Unrealized +5.1%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $311 Shares 2,544 Est. Cost $137.69 Unrealized -14.4%
GD GENERAL DYNAMICS COM 0.3%
Value ($000) $301 Shares 1,067 Est. Cost $154.26 Unrealized +67.2%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $297 Shares 567 Est. Cost $393.70 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $295 Shares 613 Est. Cost $415.85 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value ($000) $284 Shares 5,230 Est. Cost $51.03 Unrealized -9.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $275 Shares 793 Est. Cost $241.32 Unrealized +47.0%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $275 Shares 1,338 Est. Cost $176.65 Unrealized +2.3%
COR CENCORA INC 0.2%
Value ($000) $273 Shares 1,125 Est. Cost $98.33 Unrealized +130.3%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $265 Shares 618 Est. Cost $424.73 Unrealized +1.0%
CI CIGNA CORP 0.2%
Value ($000) $263 Shares 724 Est. Cost $216.79 Unrealized +46.6%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $254 Shares 2,060 Est. Cost $114.08 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $228 Shares 410 Est. Cost $276.14 Unrealized +80.5%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $215 Shares 801 Est. Cost $195.58 Unrealized +26.6%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $215 Shares 586 Est. Cost $197.26 Unrealized +57.7%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $197 Shares 997 Est. Cost $192.19 Unrealized -3.2%
BCC BOISE CASCADE CO DEL 0.2%
Value ($000) $184 Shares 1,200 Est. Cost $58.39 Unrealized +119.4%
ORCL ORACLE CORP COM 0.2%
Value ($000) $176 Shares 1,404 Est. Cost $60.61 Unrealized +85.4%
APD AIR PRODUCTS & CHEMS INC COM 0.1%
Value ($000) $169 Shares 698 Est. Cost $239.92 Unrealized -3.1%
KO COCA COLA CO COM 0.1%
Value ($000) $166 Shares 2,708 Est. Cost $47.42 Unrealized +19.6%
ETN EATON CORP PLC 0.1%
Value ($000) $160 Shares 511 Est. Cost $118.94 Unrealized +125.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $155 Shares 3,547 Est. Cost $30.41 Unrealized +17.4%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $151 Shares 875 Est. Cost $97.70 Unrealized +55.5%
LIN LINDE PLC NPV 0.1%
Value ($000) $149 Shares 320 Est. Cost $324.49 Unrealized +30.2%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $147 Shares 2,420 Est. Cost $116.42 Unrealized
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $147 Shares 995 Est. Cost $125.69 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $145 Shares 1,538 Est. Cost $71.86 Unrealized +15.8%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $141 Shares 1,459 Est. Cost $85.61 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $141 Shares 3,000 Est. Cost $30.35 Unrealized +29.8%
ECL ECOLAB INC COM 0.1%
Value ($000) $138 Shares 596 Est. Cost $197.66 Unrealized +5.2%
T AT&T INC COM 0.1%
Value ($000) $136 Shares 7,752 Est. Cost $15.57 Unrealized +0.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $134 Shares 471 Est. Cost $205.71 Unrealized +34.2%
VLTO VERALTO CORP 0.1%
Value ($000) $129 Shares 1,455 Est. Cost $73.75 Unrealized +11.5%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $126 Shares 1,115 Est. Cost $77.81 Unrealized +27.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $123 Shares 1,762 Est. Cost $51.14 Unrealized +34.7%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $122 Shares 120 Est. Cost $366.83 Unrealized +150.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $118 Shares 463 Est. Cost $166.02 Unrealized +33.7%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $115 Shares 887 Est. Cost $110.92 Unrealized +2.9%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $113 Shares 445 Est. Cost $228.57 Unrealized +4.0%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $112 Shares 544 Est. Cost $170.02 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $111 Shares 681 Est. Cost $64.91 Unrealized +107.9%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $106 Shares 810 Est. Cost $94.21 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $104 Shares 400 Est. Cost $274.27 Unrealized
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $103 Shares 1,000 Est. Cost $67.68 Unrealized +31.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $100 Shares 1,029 Est. Cost $75.89 Unrealized +16.5%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $99 Shares 1,300 Est. Cost $57.14 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $97 Shares 1,060 Est. Cost $69.34 Unrealized +22.5%
FAST FASTENAL CO 0.1%
Value ($000) $96 Shares 1,242 Est. Cost $21.29 Unrealized +59.7%
EFX EQUIFAX INC COM 0.1%
Value ($000) $91 Shares 341 Est. Cost $171.55 Unrealized +46.4%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $90 Shares 985 Est. Cost $94.33 Unrealized -6.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $89 Shares 329 Est. Cost $227.96 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $86 Shares 123 Est. Cost $285.88 Unrealized +121.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $85 Shares 857 Est. Cost $62.66 Unrealized +42.9%
CMI CUMMINS INC 0.1%
Value ($000) $82 Shares 279 Est. Cost $207.83 Unrealized +19.1%
CLX CLOROX CO 0.1%
Value ($000) $80 Shares 525 Est. Cost $165.03 Unrealized -15.1%
ADSK AUTODESK INC COM 0.1%
Value ($000) $78 Shares 300 Est. Cost $288.38 Unrealized -12.3%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $76 Shares 1,600 Est. Cost $41.08 Unrealized +16.9%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $75 Shares 978 Est. Cost $80.22 Unrealized -19.3%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $75 Shares 1,517 Est. Cost $58.48 Unrealized -27.1%
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $74 Shares 1,700 Est. Cost $38.74 Unrealized -6.2%
FISV FISERV INC COM 0.1%
Value ($000) $71 Shares 447 Est. Cost $114.76 Unrealized +26.9%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $71 Shares 160 Est. Cost $281.25 Unrealized
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $70 Shares 635 Est. Cost $109.79 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $70 Shares 913 Est. Cost $29.78 Unrealized -4.2%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $68 Shares 93 Est. Cost $366.95 Unrealized +92.6%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $68 Shares 515 Est. Cost $118.45 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $67 Shares 766 Est. Cost $101.71 Unrealized -20.7%
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $66 Shares 711 Est. Cost $69.77 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $66 Shares 588 Est. Cost $48.93 Unrealized +113.8%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $66 Shares 125 Est. Cost $347.57 Unrealized
DOW DOW INC 0.1%
Value ($000) $65 Shares 1,115 Est. Cost $47.24 Unrealized +3.6%
PPG PPG INDS INC COM 0.1%
Value ($000) $62 Shares 430 Est. Cost $130.10 Unrealized +4.5%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.1%
Value ($000) $62 Shares 5,217 Est. Cost $14.95 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $62 Shares 366 Est. Cost $131.88 Unrealized +12.6%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $62 Shares 249 Est. Cost $225.70 Unrealized +2.2%
AFL AFLAC, INC. COM 0.1%
Value ($000) $60 Shares 697 Est. Cost $45.95 Unrealized +71.4%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $59 Shares 398 Est. Cost $165.07 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $59 Shares 735 Est. Cost $76.19 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $59 Shares 550 Est. Cost $155.22 Unrealized -35.1%
INTU INTUIT INC 0.1%
Value ($000) $59 Shares 90 Est. Cost $395.01 Unrealized +59.8%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.1%
Value ($000) $58 Shares 4,760 Est. Cost $10.43 Unrealized
ASML ASML HOLDINGS N V 0.1%
Value ($000) $58 Shares 60 Est. Cost $673.70 Unrealized
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $56 Shares 653 Est. Cost $50.67 Unrealized +18.8%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $56 Shares 474 Est. Cost $96.89 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $55 Shares 241 Est. Cost $133.15 Unrealized +55.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $55 Shares 1,067 Est. Cost $55.19 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $53 Shares 213 Est. Cost $122.03 Unrealized +93.7%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $53 Shares 385 Est. Cost $104.85 Unrealized +23.8%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $52 Shares 290 Est. Cost $148.72 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $52 Shares 644 Est. Cost $85.01 Unrealized
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $51 Shares 885 Est. Cost $57.70 Unrealized
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $49 Shares 818 Est. Cost $61.59 Unrealized -1.9%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $48 Shares 686 Est. Cost $48.95 Unrealized +23.8%
WMT WALMART INC COM 0.0%
Value ($000) $48 Shares 795 Est. Cost $51.89 Unrealized +8.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $46 Shares 265 Est. Cost $182.34 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $46 Shares 640 Est. Cost $49.84 Unrealized +29.9%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $45 Shares 6,000 Est. Cost $4.67 Unrealized
PARAMOUNT GLOBAL COM CL B 0.0%
Value ($000) $44 Shares 3,717 Est. Cost $45.11 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 583 Est. Cost $71.86 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $43 Shares 500 Est. Cost $67.49 Unrealized +12.6%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $43 Shares 325 Est. Cost $142.39 Unrealized -13.9%
CTVA CORTEVA INC 0.0%
Value ($000) $42 Shares 722 Est. Cost $43.20 Unrealized +17.1%
GERN GERON CORP 0.0%
Value ($000) $41 Shares 12,500 Est. Cost $1.79 Unrealized +25.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $41 Shares 79 Est. Cost $300.80 Unrealized +60.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $41 Shares 90 Est. Cost $299.96 Unrealized +38.7%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $40 Shares 277 Est. Cost $119.66 Unrealized +13.0%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $39 Shares 769 Est. Cost $42.03 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $38 Shares 2,088 Est. Cost $11.56 Unrealized +38.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $38 Shares 459 Est. Cost $74.07 Unrealized +1.6%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $37 Shares 876 Est. Cost $70.48 Unrealized -44.8%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $37 Shares 286 Est. Cost $83.88 Unrealized
ATR APTARGROUP INC USD 0.0%
Value ($000) $36 Shares 253 Est. Cost $129.38 Unrealized +2.0%
DE DEERE & CO 0.0%
Value ($000) $36 Shares 88 Est. Cost $314.88 Unrealized +18.3%
MMM 3M CO COM 0.0%
Value ($000) $35 Shares 331 Est. Cost $120.27 Unrealized -34.1%
EVR EVERCORE INC 0.0%
Value ($000) $35 Shares 180 Est. Cost $111.29 Unrealized +58.7%
WAT WATERS CORPORATION 0.0%
Value ($000) $34 Shares 100 Est. Cost $273.06 Unrealized +20.4%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $34 Shares 627 Est. Cost $23.71 Unrealized +101.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 373 Est. Cost $71.08 Unrealized +16.7%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $34 Shares 498 Est. Cost $103.97 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $33 Shares 9 Est. Cost $2185.19 Unrealized +60.5%
EL ESTEE LAUDER COM 0.0%
Value ($000) $32 Shares 206 Est. Cost $251.58 Unrealized -45.7%
WELL WELLTOWER INC 0.0%
Value ($000) $32 Shares 338 Est. Cost $59.03 Unrealized +47.7%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $31 Shares 56 Est. Cost $482.14 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $31 Shares 157 Est. Cost $141.13 Unrealized +32.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $31 Shares 575 Est. Cost $54.03 Unrealized -1.3%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $31 Shares 148 Est. Cost $134.83 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $31 Shares 210 Est. Cost $112.20 Unrealized +25.1%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $31 Shares 70 Est. Cost $224.46 Unrealized +74.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $30 Shares 840 Est. Cost $25.56 Unrealized +23.4%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $30 Shares 248 Est. Cost $131.04 Unrealized -22.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $30 Shares 100 Est. Cost $175.88 Unrealized +51.8%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $30 Shares 465 Est. Cost $45.16 Unrealized
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $30 Shares 2,500 Est. Cost $4.46 Unrealized +129.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $30 Shares 200 Est. Cost $131.98 Unrealized +3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $29 Shares 400 Est. Cost $71.61 Unrealized +3.5%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $234.19 Unrealized +2.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $157.74 Unrealized 0.0%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $28 Shares 353 Est. Cost $27.21 Unrealized +150.0%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $28 Shares 390 Est. Cost $56.41 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $45.14 Unrealized -19.7%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $27 Shares 148 Est. Cost $146.86 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $27 Shares 450 Est. Cost $70.27 Unrealized -25.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $27 Shares 129 Est. Cost $107.02 Unrealized +80.7%
TSLA TESLA INC 0.0%
Value ($000) $26 Shares 150 Est. Cost $195.37 Unrealized 0.0%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $26 Shares 160 Est. Cost $138.01 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $26 Shares 120 Est. Cost $163.15 Unrealized +20.9%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $135.98 Unrealized +43.8%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $25 Shares 322 Est. Cost $38.62 Unrealized +77.3%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $83.33 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value ($000) $24 Shares 565 Est. Cost $30.08 Unrealized
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $43.04 Unrealized -6.0%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $24 Shares 1,090 Est. Cost $21.28 Unrealized -0.1%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $23 Shares 350 Est. Cost $53.34 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $23 Shares 39 Est. Cost $527.14 Unrealized +5.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $23 Shares 198 Est. Cost $43.54 Unrealized +108.0%
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $22 Shares 390 Est. Cost $51.12 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $22 Shares 56 Est. Cost $224.39 Unrealized +62.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 3,000 Est. Cost $7.94 Unrealized 0.0%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $93.63 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $46.24 Unrealized +5.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $154.09 Unrealized -24.3%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $21 Shares 275 Est. Cost $66.67 Unrealized
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $15.97 Unrealized
EATON VANCE SR CEF TR 0.0%
Value ($000) $21 Shares 1,586 Est. Cost $13.24 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $21 Shares 253 Est. Cost $68.07 Unrealized +9.6%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $139.44 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $20 Shares 187 Est. Cost $118.41 Unrealized
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.50 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $20 Shares 829 Est. Cost $28.03 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $18 Shares 12,499 Est. Cost $2.40 Unrealized -52.8%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $18 Shares 204 Est. Cost $44.44 Unrealized +78.9%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $18 Shares 342 Est. Cost $70.82 Unrealized -27.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $17 Shares 50 Est. Cost $313.46 Unrealized 0.0%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $17 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 +17.2%
UTL UNITIL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.68 Unrealized +15.3%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $15 Shares 55 Est. Cost $226.63 Unrealized +5.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $15 Shares 87 Est. Cost $137.93 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $225.00 Unrealized
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $63.54 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $40.00 Unrealized -25.9%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $14 Shares 649 Est. Cost $42.13 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $14 Shares 360 Est. Cost $43.57 Unrealized -23.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $14 Shares 113 Est. Cost $80.38 Unrealized +42.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 373 Est. Cost $29.81 Unrealized +10.0%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $13 Shares 106 Est. Cost $94.34 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $9.51 Unrealized +12.4%
MTB M&T BANK CORP 0.0%
Value ($000) $13 Shares 91 Est. Cost $120.25 Unrealized +8.6%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $13 Shares 29 Est. Cost $302.09 Unrealized +51.3%
USB U.S. BANCORP COM 0.0%
Value ($000) $13 Shares 293 Est. Cost $40.18 Unrealized -3.8%
PLD PROLOGIS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.93 Unrealized +9.3%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $161.79 Unrealized +46.9%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 114 Est. Cost $109.58 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $12 Shares 20 Est. Cost $539.98 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $12 Shares 340 Est. Cost $27.88 Unrealized +14.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $12 Shares 66 Est. Cost $47.25 Unrealized +197.0%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.22 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $11 Shares 9 Est. Cost $489.77 Unrealized +103.7%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $105.71 Unrealized +70.7%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $10 Shares 26 Est. Cost $333.12 Unrealized +13.4%
CLEARBRIDGE ENERGY MLP & MIDSTREAM FD ETF 0.0%
Value ($000) $10 Shares 214 Est. Cost $35.22 Unrealized
WAB WABTEC 0.0%
Value ($000) $10 Shares 67 Est. Cost $76.03 Unrealized +76.5%
HSY HERSHEY COMPANY 0.0%
Value ($000) $10 Shares 50 Est. Cost $217.16 Unrealized -16.2%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $10 Shares 180 Est. Cost $63.84 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $306.18 Unrealized 0.0%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $9 Shares 255 Est. Cost $40.72 Unrealized -15.8%
TGNA TEGNA INC 0.0%
Value ($000) $9 Shares 600 Est. Cost $16.21 Unrealized -8.4%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $9 Shares 16 Est. Cost $299.63 Unrealized +68.0%
ZTS ZOETIS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $183.37 Unrealized 0.0%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.11 Unrealized
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $8 Shares 410 Est. Cost $21.95 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 935 Est. Cost $18.06 Unrealized -46.6%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $8 Shares 206 Est. Cost $32.61 Unrealized 0.0%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $481.10 Unrealized +19.1%
EXC EXELON CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.25 Unrealized +31.6%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $240.00 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $7 Shares 518 Est. Cost $17.01 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $7 Shares 645 Est. Cost $15.50 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $7 Shares 200 Est. Cost $31.52 Unrealized +6.5%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $7 Shares 400 Est. Cost $21.25 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $6 Shares 150 Est. Cost $43.66 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $6 Shares 109 Est. Cost $38.28 Unrealized +37.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $336.58 Unrealized +10.6%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $6 Shares 3,000 Est. Cost $0.61 Unrealized +121.1%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $6 Shares 168 Est. Cost $40.70 Unrealized
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value ($000) $6 Shares 9,000 Est. Cost $2.89 Unrealized -70.5%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
COO COOPER COS INC NPV 0.0%
Value ($000) $6 Shares 56 Est. Cost $96.75 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $28.18 Unrealized +14.8%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $62.43 Unrealized +4.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $5 Shares 118 Est. Cost $34.52 Unrealized +11.4%
WDFC WD 40 COMPANY COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $250.16 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $289.94 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $85.49 Unrealized +31.7%
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 600 Est. Cost $29.51 Unrealized -73.7%
CHWY CHEWY INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $28.60 Unrealized -37.2%
VMBS VANGUARD MTG-BACKED SECS ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.37 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.28 Unrealized -24.3%
STE STERIS PLC 0.0%
Value ($000) $4 Shares 20 Est. Cost $221.95 Unrealized 0.0%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.11 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 65 Est. Cost $62.03 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $76.84 Unrealized -20.3%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $37.31 Unrealized
IUSB ISHARES TR CORE TOTAL USD BOND MKT 0.0%
Value ($000) $4 Shares 89 Est. Cost $45.58 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $107.94 Unrealized +62.3%
CP CANADIAN PACIFIC KANSAS CITY LTD NPV 0.0%
Value ($000) $4 Shares 44 Est. Cost $82.86 Unrealized 0.0%
GL GLOBAL LIFE INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $92.04 Unrealized +30.9%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $4 Shares 322 Est. Cost $12.95 Unrealized -14.7%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $126.74 Unrealized 0.0%
EWJ ISHARES TR MSCI JAPAN ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $71.33 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $32.62 Unrealized +19.5%
FMQQ THE NEXT FRONTIER INTERNET & ECOMMERCE ETF 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.38 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $111.62 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 46 Est. Cost $23.72 Unrealized +165.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -79.7%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $2.57 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.33 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG C 0.0%
Value ($000) $3 Shares 23 Est. Cost $135.16 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $57.95 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $113.54 Unrealized 0.0%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $3 Shares 315 Est. Cost $7.94 Unrealized
WCN WASTE CONNECTIONS INC NPV 0.0%
Value ($000) $3 Shares 18 Est. Cost $158.95 Unrealized 0.0%
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $125.70 Unrealized 0.0%
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
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $26.71 Unrealized -40.7%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $38.96 Unrealized +16.5%
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.58 Unrealized
UNILEVER PLC NPV ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
IBN ICICI BANK LTD ADR 0.0%
Value ($000) $2 Shares 94 Est. Cost $26.39 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $286.86 Unrealized +54.5%
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $134.04 Unrealized 0.0%
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $2 Shares 15 Est. Cost $190.74 Unrealized -12.5%
RACE FERRARI NV EUR .01 0.0%
Value ($000) $2 Shares 5 Est. Cost $387.39 Unrealized 0.0%
TEAM ATLASSIAN CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $218.06 Unrealized 0.0%
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -14.2%
LAM RESEARCH CORP LRCX 0.0%
Value ($000) $2 Shares 2 Est. Cost $971.50 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 136 Est. Cost $12.65 Unrealized -5.6%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +38.7%
LPLA LPL FINL HLDGS INC NPV 0.0%
Value ($000) $2 Shares 7 Est. Cost $252.41 Unrealized 0.0%
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $56.16 Unrealized -55.9%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $74.82 Unrealized -78.5%
MTCH MATCH GROUP INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $146.86 Unrealized -75.9%
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.45 Unrealized +10.0%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $65.59 Unrealized -52.5%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $2 Shares 207 Est. Cost $8.91 Unrealized 0.0%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.42 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.64 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $193.91 Unrealized 0.0%
XPEV XPENG INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.68 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +72.1%
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $136.00 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $1 Shares 6 Est. Cost $247.14 Unrealized -13.3%
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.36 Unrealized
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $18.88 Unrealized -67.3%
SPG SIMON PROPERTY GROUP, INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.23 Unrealized 0.0%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +85.0%
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $285.15 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $77.14 Unrealized 0.0%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized +0.6%
ODFL OLD DOMINION FREIGHT LINE INCOM 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.08 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $381.33 Unrealized -3.1%
BUD ANHEUSER-BUSCH INBEV S.A. ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.76 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.64 Unrealized 0.0%
WU WESTERN UN CO COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.97 Unrealized
NORSTROM INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $20.26 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.41 Unrealized 0.0%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -58.8%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $151.51 Unrealized 0.0%
KELLANOVA USD COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.97 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.70 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $234.20 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $525.00 Unrealized
BINC BLACKROCK FLEXIBLE INC ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.40 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $22.74 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 210 Est. Cost $23.81 Unrealized
TLT ISHARES TR 20 YR TREAS BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.50 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $25.42 Unrealized -44.0%
EMB ISHARES TR JP MORGAN USD EMERGING MKT ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.50 Unrealized
TFLO ISHARES TR TREAS FLTG RATE BOND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.57 Unrealized
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized -27.5%
DYNF BLACKROCK US EQUITY FACTOR ROTATION ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.33 Unrealized
ICVT ISHARES TR CONVERTIBLE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.67 Unrealized
QUAL ISHARES MSCI QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $164.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.00 Unrealized
EFV ISHARES EAFE VALUE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.00 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.00 Unrealized
IMDX ONCOCYTE CORP NPV 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.72 Unrealized -17.0%