Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 12, 2024

Total Value ($000): $112,574 (100.0% shares, 0.0% debt)

Holdings (347)

MSFT MICROSOFT CORP COM 9.2%
Value ($000) $10,323 Shares 23,096 Est. Cost $225.97 Unrealized +84.7%
AAPL APPLE INC. COM 7.6%
Value ($000) $8,534 Shares 40,519 Est. Cost $126.46 Unrealized +46.4%
GOOGL ALPHABET INC CL A 5.6%
Value ($000) $6,345 Shares 34,832 Est. Cost $109.44 Unrealized +52.9%
JPM JPMORGAN CHASE & CO COM 3.5%
Value ($000) $3,944 Shares 19,501 Est. Cost $128.11 Unrealized +47.7%
NDSN NORDSON CORP NPV 3.2%
Value ($000) $3,642 Shares 15,702 Est. Cost $219.37 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC COM 3.2%
Value ($000) $3,634 Shares 7,135 Est. Cost $319.66 Unrealized +48.0%
TJX TJX COMPANIES, INC 2.6%
Value ($000) $2,967 Shares 26,949 Est. Cost $62.28 Unrealized +58.4%
AMZN AMAZON COM INC 2.5%
Value ($000) $2,783 Shares 14,399 Est. Cost $126.48 Unrealized +45.2%
MA MASTERCARD INC CL A 2.3%
Value ($000) $2,553 Shares 5,788 Est. Cost $339.76 Unrealized +32.9%
BAC BANK OF AMER CORP COM 2.0%
Value ($000) $2,281 Shares 57,365 Est. Cost $30.75 Unrealized +19.8%
ABBV ABBVIE, INC 1.8%
Value ($000) $2,057 Shares 11,993 Est. Cost $115.28 Unrealized +36.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.7%
Value ($000) $1,925 Shares 4,733 Est. Cost $244.26 Unrealized +67.3%
UNP UNION PAC CORP COM 1.7%
Value ($000) $1,896 Shares 8,382 Est. Cost $188.09 Unrealized +19.9%
CVX CHEVRON CORPORATION COM 1.6%
Value ($000) $1,779 Shares 11,372 Est. Cost $79.58 Unrealized +86.5%
TE CONNECTIVITY LTD 1.5%
Value ($000) $1,635 Shares 10,869 Est. Cost $129.11 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $1,605 Shares 13,944 Est. Cost $46.58 Unrealized +136.3%
AXP AMERICAN EXPRESS CO COM 1.4%
Value ($000) $1,589 Shares 6,863 Est. Cost $124.36 Unrealized +82.8%
V VISA INC 1.4%
Value ($000) $1,521 Shares 5,794 Est. Cost $203.18 Unrealized +33.3%
BLACKROCK INC 1.3%
Value ($000) $1,436 Shares 1,824 Est. Cost $747.10 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $1,383 Shares 4,018 Est. Cost $257.16 Unrealized +27.4%
RTX RTX CORPORATION COM 1.2%
Value ($000) $1,369 Shares 13,636 Est. Cost $69.05 Unrealized +45.0%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,361 Shares 8,255 Est. Cost $118.06 Unrealized +37.5%
SYK STRYKER CORP COM 1.1%
Value ($000) $1,272 Shares 3,739 Est. Cost $227.77 Unrealized +46.3%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $1,222 Shares 25,735 Est. Cost $40.62 Unrealized +11.5%
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $1,195 Shares 12,316 Est. Cost $69.98 Unrealized +27.3%
TXN TEXAS INSTRS INC COM 1.0%
Value ($000) $1,182 Shares 6,075 Est. Cost $151.36 Unrealized +16.4%
WM WASTE MANAGEMENT INC COM 1.0%
Value ($000) $1,180 Shares 5,533 Est. Cost $149.30 Unrealized +35.9%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,177 Shares 4,709 Est. Cost $198.70 Unrealized +26.0%
GLW CORNING INC COM 1.0%
Value ($000) $1,131 Shares 29,114 Est. Cost $33.60 Unrealized +0.2%
PNR PENTAIR PLC 1.0%
Value ($000) $1,115 Shares 14,538 Est. Cost $53.76 Unrealized +47.5%
SMH VANECK SEMICONDUCTOR ETF 0.9%
Value ($000) $1,056 Shares 4,050 Est. Cost $192.81 Unrealized
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $1,052 Shares 8,979 Est. Cost $67.80 Unrealized +57.5%
RCL ROYAL CARIBBEAN GROUP 0.9%
Value ($000) $1,046 Shares 6,562 Est. Cost $77.92 Unrealized +81.3%
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $1,041 Shares 17,621 Est. Cost $62.28 Unrealized -6.0%
STZ CONSTELLATION BRANDS CLASS A 0.8%
Value ($000) $946 Shares 3,679 Est. Cost $208.00 Unrealized +19.4%
VPU VANGUARD UTILITIES ETF 0.8%
Value ($000) $913 Shares 6,174 Est. Cost $143.03 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $894 Shares 9,001 Est. Cost $179.14 Unrealized -41.1%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $854 Shares 3,350 Est. Cost $191.26 Unrealized +33.3%
CMCSA COMCAST CORP NEW COM CL A 0.7%
Value ($000) $832 Shares 21,264 Est. Cost $46.00 Unrealized -19.3%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $823 Shares 4,746 Est. Cost $44.61 Unrealized +302.6%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $796 Shares 4,828 Est. Cost $135.27 Unrealized +16.2%
ABT ABBOTT LABS COM 0.7%
Value ($000) $776 Shares 7,470 Est. Cost $113.85 Unrealized -9.6%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $729 Shares 805 Est. Cost $222.74 Unrealized +255.1%
GOOG ALPHABET INC CL C 0.6%
Value ($000) $707 Shares 3,853 Est. Cost $109.96 Unrealized +53.6%
INTC INTEL CORP COM 0.6%
Value ($000) $677 Shares 21,881 Est. Cost $51.51 Unrealized -36.9%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $671 Shares 9,474 Est. Cost $68.82 Unrealized -1.8%
PFE PFIZER INC COM 0.6%
Value ($000) $631 Shares 22,561 Est. Cost $28.42 Unrealized -12.8%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $560 Shares 6,681 Est. Cost $91.92 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $547 Shares 5,983 Est. Cost $70.66 Unrealized +23.7%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.5%
Value ($000) $544 Shares 6,166 Est. Cost $87.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $530 Shares 3,063 Est. Cost $100.39 Unrealized +65.2%
CSX CSX CORP 0.5%
Value ($000) $515 Shares 15,384 Est. Cost $30.16 Unrealized +9.8%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $487 Shares 3,331 Est. Cost $150.28 Unrealized -5.9%
GILD GILEAD SCIENCES COM 0.4%
Value ($000) $487 Shares 7,095 Est. Cost $53.36 Unrealized +18.3%
CARR CARRIER GLOBAL CORP COM 0.4%
Value ($000) $469 Shares 7,437 Est. Cost $36.97 Unrealized +62.8%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $466 Shares 3,775 Est. Cost $93.41 Unrealized +8.2%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $441 Shares 3,854 Est. Cost $41.39 Unrealized +178.7%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $428 Shares 7,215 Est. Cost $31.89 Unrealized +78.4%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $400 Shares 3,227 Est. Cost $63.91 Unrealized +90.5%
IWF ISHARES RUS 1000 GROWTH ETF 0.4%
Value ($000) $398 Shares 1,091 Est. Cost $242.82 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $396 Shares 2,492 Est. Cost $63.72 Unrealized +147.9%
NKE NIKE CORP COM 0.3%
Value ($000) $354 Shares 4,695 Est. Cost $128.96 Unrealized -30.4%
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $347 Shares 1,453 Est. Cost $156.66 Unrealized +51.0%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $345 Shares 8,374 Est. Cost $40.69 Unrealized -10.4%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $329 Shares 2,544 Est. Cost $137.69 Unrealized -11.6%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $307 Shares 613 Est. Cost $415.85 Unrealized
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $303 Shares 557 Est. Cost $393.70 Unrealized
STT STATE STR CORP COM 0.3%
Value ($000) $301 Shares 4,067 Est. Cost $66.17 Unrealized +6.6%
TGT TARGET CORP COM 0.3%
Value ($000) $289 Shares 1,954 Est. Cost $155.25 Unrealized -4.7%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $286 Shares 1,338 Est. Cost $176.65 Unrealized +4.0%
GD GENERAL DYNAMICS COM 0.3%
Value ($000) $282 Shares 971 Est. Cost $154.26 Unrealized +84.1%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $257 Shares 1,065 Est. Cost $548.97 Unrealized -49.3%
COR CENCORA INC 0.2%
Value ($000) $253 Shares 1,125 Est. Cost $98.33 Unrealized +132.5%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $249 Shares 2,060 Est. Cost $114.08 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $241 Shares 793 Est. Cost $241.32 Unrealized +24.0%
CI CIGNA CORP 0.2%
Value ($000) $239 Shares 724 Est. Cost $216.79 Unrealized +54.2%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $239 Shares 617 Est. Cost $424.73 Unrealized -6.7%
BMY BRISTOL MYERS SQUIBB COM 0.2%
Value ($000) $206 Shares 4,953 Est. Cost $51.03 Unrealized -19.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $198 Shares 1,404 Est. Cost $60.61 Unrealized +101.8%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $195 Shares 586 Est. Cost $197.26 Unrealized +71.7%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $194 Shares 997 Est. Cost $192.19 Unrealized -8.3%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $190 Shares 801 Est. Cost $195.58 Unrealized +21.1%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $182 Shares 360 Est. Cost $276.14 Unrealized +91.1%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $174 Shares 675 Est. Cost $239.92 Unrealized +1.0%
KO COCA COLA CO COM 0.2%
Value ($000) $172 Shares 2,708 Est. Cost $47.42 Unrealized +24.2%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $162 Shares 3,547 Est. Cost $30.41 Unrealized +28.6%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $152 Shares 1,429 Est. Cost $85.61 Unrealized
T AT&T INC COM 0.1%
Value ($000) $147 Shares 7,711 Est. Cost $15.57 Unrealized +3.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $147 Shares 471 Est. Cost $205.71 Unrealized +35.8%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $146 Shares 3,000 Est. Cost $30.35 Unrealized +62.5%
ETN EATON CORP PLC 0.1%
Value ($000) $145 Shares 461 Est. Cost $118.94 Unrealized +166.8%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $143 Shares 1,200 Est. Cost $58.39 Unrealized +120.8%
ECL ECOLAB INC COM 0.1%
Value ($000) $142 Shares 596 Est. Cost $197.66 Unrealized +14.9%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $142 Shares 2,420 Est. Cost $116.42 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $140 Shares 875 Est. Cost $97.70 Unrealized +65.3%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $139 Shares 995 Est. Cost $125.69 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $139 Shares 1,455 Est. Cost $73.75 Unrealized +28.7%
LIN LINDE PLC NPV 0.1%
Value ($000) $137 Shares 313 Est. Cost $324.49 Unrealized +32.7%
MS MORGAN STANLEY COM 0.1%
Value ($000) $130 Shares 1,338 Est. Cost $71.86 Unrealized +26.4%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $123 Shares 887 Est. Cost $110.92 Unrealized +13.0%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $122 Shares 1,106 Est. Cost $77.81 Unrealized +38.1%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $117 Shares 544 Est. Cost $170.02 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $115 Shares 1,762 Est. Cost $51.14 Unrealized +27.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $107 Shares 1,060 Est. Cost $69.34 Unrealized +31.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $103 Shares 1,029 Est. Cost $75.89 Unrealized +24.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $102 Shares 463 Est. Cost $166.02 Unrealized +33.3%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $101 Shares 1,300 Est. Cost $57.14 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $101 Shares 123 Est. Cost $285.88 Unrealized +154.8%
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $101 Shares 1,000 Est. Cost $67.68 Unrealized +44.2%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $100 Shares 400 Est. Cost $274.27 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $96 Shares 681 Est. Cost $64.91 Unrealized +115.1%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $96 Shares 445 Est. Cost $228.57 Unrealized -1.9%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $93 Shares 710 Est. Cost $94.21 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $88 Shares 329 Est. Cost $227.96 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $82 Shares 857 Est. Cost $62.66 Unrealized +49.6%
EFX EQUIFAX INC COM 0.1%
Value ($000) $82 Shares 337 Est. Cost $171.55 Unrealized +37.4%
CMI CUMMINS INC 0.1%
Value ($000) $77 Shares 279 Est. Cost $207.83 Unrealized +32.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $77 Shares 985 Est. Cost $94.33 Unrealized -17.3%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $77 Shares 160 Est. Cost $281.25 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $76 Shares 90 Est. Cost $366.95 Unrealized +110.9%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $76 Shares 1,600 Est. Cost $41.08 Unrealized +12.5%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $74 Shares 1,517 Est. Cost $58.48 Unrealized -19.4%
ADSK AUTODESK INC COM 0.1%
Value ($000) $74 Shares 300 Est. Cost $288.38 Unrealized -22.1%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $73 Shares 366 Est. Cost $131.88 Unrealized +38.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $72 Shares 900 Est. Cost $29.78 Unrealized +6.0%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $72 Shares 125 Est. Cost $347.57 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $72 Shares 525 Est. Cost $165.03 Unrealized -20.4%
MKC MCCORMICK & CO COM 0.1%
Value ($000) $69 Shares 978 Est. Cost $80.22 Unrealized -13.1%
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $69 Shares 711 Est. Cost $69.77 Unrealized
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $68 Shares 635 Est. Cost $109.79 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $67 Shares 447 Est. Cost $114.76 Unrealized +31.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $65 Shares 515 Est. Cost $118.45 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $65 Shares 550 Est. Cost $155.22 Unrealized -18.5%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $63 Shares 70 Est. Cost $366.83 Unrealized +152.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $61 Shares 1,147 Est. Cost $55.07 Unrealized
ASML ASML HOLDINGS N V 0.1%
Value ($000) $61 Shares 60 Est. Cost $673.70 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.1%
Value ($000) $60 Shares 5,217 Est. Cost $14.95 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $59 Shares 755 Est. Cost $101.71 Unrealized -23.2%
DOW DOW INC 0.1%
Value ($000) $59 Shares 1,115 Est. Cost $47.24 Unrealized +8.4%
GEV GE VERNOVA INC 0.1%
Value ($000) $59 Shares 343 Est. Cost $158.10 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.1%
Value ($000) $59 Shares 4,760 Est. Cost $10.43 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $58 Shares 588 Est. Cost $48.93 Unrealized +102.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $58 Shares 735 Est. Cost $76.19 Unrealized
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $57 Shares 245 Est. Cost $225.70 Unrealized +1.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $54 Shares 430 Est. Cost $130.10 Unrealized -2.1%
WMT WALMART INC COM 0.0%
Value ($000) $54 Shares 795 Est. Cost $51.89 Unrealized +19.4%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $54 Shares 474 Est. Cost $96.89 Unrealized
GERN GERON CORP 0.0%
Value ($000) $53 Shares 12,500 Est. Cost $1.79 Unrealized +118.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $53 Shares 385 Est. Cost $104.85 Unrealized +25.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $52 Shares 200 Est. Cost $122.03 Unrealized +100.4%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $51 Shares 644 Est. Cost $85.01 Unrealized
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $51 Shares 290 Est. Cost $148.72 Unrealized
ASTE ASTEC INDUSTRIES 0.0%
Value ($000) $50 Shares 1,700 Est. Cost $38.74 Unrealized -9.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $50 Shares 398 Est. Cost $165.07 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $50 Shares 640 Est. Cost $49.84 Unrealized +44.0%
INTU INTUIT INC 0.0%
Value ($000) $49 Shares 75 Est. Cost $395.01 Unrealized +55.5%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $48 Shares 653 Est. Cost $50.67 Unrealized +13.7%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $48 Shares 237 Est. Cost $133.15 Unrealized +56.9%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $45 Shares 265 Est. Cost $182.34 Unrealized
AFL AFLAC, INC. COM 0.0%
Value ($000) $45 Shares 500 Est. Cost $45.95 Unrealized +80.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $44 Shares 500 Est. Cost $67.49 Unrealized +22.4%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $43 Shares 686 Est. Cost $48.95 Unrealized +31.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $43 Shares 79 Est. Cost $300.80 Unrealized +70.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 583 Est. Cost $71.86 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $42 Shares 90 Est. Cost $299.96 Unrealized +47.2%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $40 Shares 6,000 Est. Cost $4.67 Unrealized
PARAMOUNT GLOBAL COM CL B 0.0%
Value ($000) $39 Shares 3,717 Est. Cost $45.11 Unrealized
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $38 Shares 769 Est. Cost $42.03 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $38 Shares 600 Est. Cost $21.29 Unrealized +53.3%
EVR EVERCORE INC 0.0%
Value ($000) $38 Shares 180 Est. Cost $111.29 Unrealized +71.3%
CTVA CORTEVA INC 0.0%
Value ($000) $37 Shares 682 Est. Cost $43.20 Unrealized +25.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $36 Shares 459 Est. Cost $74.07 Unrealized +3.7%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $36 Shares 277 Est. Cost $119.66 Unrealized +15.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $36 Shares 157 Est. Cost $141.13 Unrealized +47.1%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $36 Shares 250 Est. Cost $83.88 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $36 Shares 9 Est. Cost $2185.19 Unrealized +67.3%
ATR APTARGROUP INC USD 0.0%
Value ($000) $36 Shares 253 Est. Cost $129.38 Unrealized +9.3%
WELL WELLTOWER INC 0.0%
Value ($000) $35 Shares 338 Est. Cost $59.03 Unrealized +61.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $34 Shares 317 Est. Cost $142.39 Unrealized -18.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $157.74 Unrealized -5.2%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $33 Shares 148 Est. Cost $134.83 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $33 Shares 324 Est. Cost $120.27 Unrealized -21.6%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $33 Shares 498 Est. Cost $103.97 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $33 Shares 100 Est. Cost $175.88 Unrealized +78.4%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $4.46 Unrealized +161.3%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $32 Shares 353 Est. Cost $27.21 Unrealized +181.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $31 Shares 575 Est. Cost $54.03 Unrealized -4.9%
ROST ROSS STORES INC 0.0%
Value ($000) $31 Shares 210 Est. Cost $112.20 Unrealized +21.1%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $30 Shares 100 Est. Cost $234.19 Unrealized +7.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $30 Shares 56 Est. Cost $482.14 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $30 Shares 70 Est. Cost $224.46 Unrealized +86.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $30 Shares 840 Est. Cost $25.56 Unrealized +26.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $30 Shares 627 Est. Cost $23.71 Unrealized +93.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 373 Est. Cost $71.08 Unrealized +14.5%
WAT WATERS CORPORATION 0.0%
Value ($000) $29 Shares 100 Est. Cost $273.06 Unrealized +16.9%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $29 Shares 1,090 Est. Cost $21.28 Unrealized +12.6%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $28 Shares 850 Est. Cost $70.48 Unrealized -49.6%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $45.14 Unrealized -17.8%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $28 Shares 465 Est. Cost $45.16 Unrealized
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $28 Shares 241 Est. Cost $131.04 Unrealized -19.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $27 Shares 200 Est. Cost $131.98 Unrealized -1.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $27 Shares 198 Est. Cost $43.54 Unrealized +200.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $27 Shares 400 Est. Cost $71.61 Unrealized -7.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $27 Shares 129 Est. Cost $107.02 Unrealized +87.0%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $27 Shares 148 Est. Cost $146.86 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $265.53 Unrealized -0.3%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $26 Shares 160 Est. Cost $138.01 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $26 Shares 450 Est. Cost $70.27 Unrealized -21.8%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $25 Shares 390 Est. Cost $56.41 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $25 Shares 125 Est. Cost $135.98 Unrealized +42.0%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $83.33 Unrealized
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $24 Shares 322 Est. Cost $38.62 Unrealized +90.8%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $43.04 Unrealized +13.4%
CME CME GROUP INC COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $163.15 Unrealized +19.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $23 Shares 350 Est. Cost $53.34 Unrealized
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) $21 Shares 56 Est. Cost $224.39 Unrealized +64.3%
EL ESTEE LAUDER COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $251.58 Unrealized -49.6%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $46.24 Unrealized +5.2%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $21 Shares 275 Est. Cost $66.67 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value ($000) $21 Shares 545 Est. Cost $30.08 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $93.63 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
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.50 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $11.56 Unrealized +53.3%
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 184 Est. Cost $118.41 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $19 Shares 34 Est. Cost $527.14 Unrealized +8.1%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $19 Shares 829 Est. Cost $28.03 Unrealized
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $19 Shares 338 Est. Cost $61.59 Unrealized -8.1%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $18 Shares 204 Est. Cost $44.44 Unrealized +93.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $18 Shares 253 Est. Cost $68.07 Unrealized +4.6%
DE DEERE & CO 0.0%
Value ($000) $18 Shares 48 Est. Cost $314.88 Unrealized +20.8%
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $17 Shares 342 Est. Cost $70.82 Unrealized -33.8%
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $57.70 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $16 Shares 344 Est. Cost $61.37 Unrealized
UTL UNITIL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.68 Unrealized +17.7%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $40.00 Unrealized -32.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $14 Shares 87 Est. Cost $137.93 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $14 Shares 70 Est. Cost $225.00 Unrealized
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $63.54 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $14 Shares 360 Est. Cost $43.57 Unrealized -19.8%
MTB M&T BANK CORP 0.0%
Value ($000) $14 Shares 91 Est. Cost $120.25 Unrealized +15.6%
SJM SMUCKER J M CO COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $100.50 Unrealized +5.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $80.38 Unrealized +44.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $13 Shares 66 Est. Cost $47.25 Unrealized +327.4%
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 +17.0%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $13 Shares 53 Est. Cost $105.71 Unrealized +100.0%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $12 Shares 12,499 Est. Cost $2.40 Unrealized -54.0%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $161.79 Unrealized +45.9%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $12 Shares 29 Est. Cost $302.09 Unrealized +38.2%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.58 Unrealized
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 +132.0%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $226.63 Unrealized -0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $11 Shares 350 Est. Cost $29.81 Unrealized +9.1%
PLD PROLOGIS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.93 Unrealized -6.7%
USB U.S. BANCORP COM 0.0%
Value ($000) $11 Shares 269 Est. Cost $40.18 Unrealized -6.0%
WAB WABTEC 0.0%
Value ($000) $11 Shares 67 Est. Cost $76.03 Unrealized +108.4%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $1.21 Unrealized +74.7%
CLEARBRIDGE ENERGY MLP & MIDSTREAM FD ETF 0.0%
Value ($000) $10 Shares 214 Est. Cost $35.22 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $10 Shares 340 Est. Cost $27.88 Unrealized +5.5%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $10 Shares 180 Est. Cost $63.84 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $9 Shares 50 Est. Cost $217.16 Unrealized -15.3%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $9 Shares 410 Est. Cost $21.95 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $9 Shares 255 Est. Cost $40.72 Unrealized -15.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $481.10 Unrealized +0.6%
CHWY CHEWY INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $28.60 Unrealized -33.4%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $8 Shares 18 Est. Cost $333.12 Unrealized +19.6%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.11 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $8 Shares 649 Est. Cost $42.13 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $154.09 Unrealized -24.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $240.00 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 +11.4%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.25 Unrealized +37.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $336.58 Unrealized +25.9%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $7 Shares 518 Est. Cost $17.01 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $7 Shares 400 Est. Cost $21.25 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 884 Est. Cost $18.06 Unrealized -55.6%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $6 Shares 168 Est. Cost $40.70 Unrealized
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $299.63 Unrealized +84.4%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $6 Shares 118 Est. Cost $34.52 Unrealized +22.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $28.18 Unrealized +21.8%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $62.43 Unrealized +13.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $5 Shares 89 Est. Cost $38.28 Unrealized +45.6%
AMLIF AMERICAN LITHIUM CORP ORD 0.0%
Value ($000) $5 Shares 9,000 Est. Cost $2.89 Unrealized -77.8%
COO COOPER COS INC NPV 0.0%
Value ($000) $5 Shares 56 Est. Cost $96.75 Unrealized -3.5%
INGR INGREDION INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $85.49 Unrealized +35.1%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $5 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
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $76.84 Unrealized -17.4%
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.38 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $4 Shares 15 Est. Cost $190.74 Unrealized -17.2%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $107.94 Unrealized +58.6%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $4 Shares 46 Est. Cost $23.72 Unrealized +221.2%
BA BOEING COMPANY COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $222.27 Unrealized -19.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $111.62 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 322 Est. Cost $12.95 Unrealized -20.9%
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $57.95 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
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $3 Shares 74 Est. Cost $54.05 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -75.6%
VNT VONTIER CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.62 Unrealized +23.6%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $26.71 Unrealized -30.1%
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
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $29.51 Unrealized -79.8%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 35 Est. Cost $62.03 Unrealized
GL GLOBAL LIFE INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $92.04 Unrealized -11.2%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.28 Unrealized -18.6%
META META PLATFORMS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $286.86 Unrealized +68.5%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.96 Unrealized +17.4%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $2 Shares 315 Est. Cost $7.94 Unrealized
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -21.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2 Shares 136 Est. Cost $12.65 Unrealized -0.8%
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.45 Unrealized +17.2%
LNC LINCOLN NATL CORP COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $56.16 Unrealized -50.9%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +43.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.70 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $74.82 Unrealized -82.5%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.64 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $146.86 Unrealized -79.0%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $1 Shares 71 Est. Cost $31.42 Unrealized
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.83 Unrealized +111.4%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +71.7%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $1 Shares 6 Est. Cost $247.14 Unrealized -22.5%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $65.59 Unrealized -62.6%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized +8.0%
GINKGO BIOWORKS HLDGS 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $2.57 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -58.5%
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $18.88 Unrealized -83.1%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
SER SERINA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.84 Unrealized 0.0%
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized +44.4%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.42 Unrealized -55.6%
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 -26.1%