Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $117,710 (100.0% shares, 0.0% debt)

Holdings (345)

MSFT MICROSOFT CORP COM 8.4%
Value ($000) $9,917 Shares 23,047 Est. Cost $225.97 Unrealized +87.2%
AAPL APPLE INC. COM 7.9%
Value ($000) $9,313 Shares 39,972 Est. Cost $126.46 Unrealized +75.5%
GOOGL ALPHABET INC CL A 4.9%
Value ($000) $5,762 Shares 34,742 Est. Cost $109.44 Unrealized +52.3%
NDSN NORDSON CORP NPV 3.5%
Value ($000) $4,124 Shares 15,702 Est. Cost $219.37 Unrealized +9.2%
UNH UNITEDHEALTH GROUP INC COM 3.5%
Value ($000) $4,110 Shares 7,030 Est. Cost $319.66 Unrealized +71.5%
JPM JPMORGAN CHASE & CO COM 3.4%
Value ($000) $4,043 Shares 19,174 Est. Cost $128.11 Unrealized +60.0%
TJX TJX COMPANIES, INC 2.6%
Value ($000) $3,093 Shares 26,311 Est. Cost $62.28 Unrealized +81.0%
MA MASTERCARD INC CL A 2.4%
Value ($000) $2,831 Shares 5,733 Est. Cost $339.76 Unrealized +35.9%
AMZN AMAZON COM INC 2.3%
Value ($000) $2,683 Shares 14,399 Est. Cost $126.48 Unrealized +44.3%
ABBV ABBVIE, INC 2.0%
Value ($000) $2,365 Shares 11,977 Est. Cost $115.28 Unrealized +55.0%
BAC BANK OF AMER CORP COM 1.9%
Value ($000) $2,242 Shares 56,505 Est. Cost $30.75 Unrealized +26.1%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $2,178 Shares 4,733 Est. Cost $244.26 Unrealized +81.0%
UNP UNION PAC CORP COM 1.8%
Value ($000) $2,063 Shares 8,369 Est. Cost $188.09 Unrealized +24.7%
AXP AMERICAN EXPRESS CO COM 1.6%
Value ($000) $1,861 Shares 6,863 Est. Cost $124.36 Unrealized +97.1%
BLACKROCK INC 1.5%
Value ($000) $1,732 Shares 1,824 Est. Cost $747.10 Unrealized
CVX CHEVRON CORPORATION COM 1.4%
Value ($000) $1,676 Shares 11,380 Est. Cost $79.58 Unrealized +75.9%
RTX RTX CORPORATION COM 1.4%
Value ($000) $1,652 Shares 13,638 Est. Cost $69.05 Unrealized +60.9%
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $1,623 Shares 13,844 Est. Cost $46.58 Unrealized +136.2%
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,620 Shares 3,998 Est. Cost $257.16 Unrealized +37.1%
V VISA INC 1.4%
Value ($000) $1,600 Shares 5,818 Est. Cost $203.18 Unrealized +31.8%
SMH VANECK SEMICONDUCTOR ETF 1.2%
Value ($000) $1,464 Shares 5,966 Est. Cost $209.72 Unrealized
PNR PENTAIR PLC 1.2%
Value ($000) $1,422 Shares 14,538 Est. Cost $53.76 Unrealized +57.1%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,409 Shares 8,285 Est. Cost $118.06 Unrealized +38.0%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $1,370 Shares 25,735 Est. Cost $40.62 Unrealized +15.2%
SYK STRYKER CORP COM 1.1%
Value ($000) $1,334 Shares 3,694 Est. Cost $227.77 Unrealized +49.5%
GLW CORNING INC COM 1.1%
Value ($000) $1,303 Shares 28,868 Est. Cost $33.60 Unrealized +21.6%
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $1,265 Shares 12,186 Est. Cost $69.98 Unrealized +41.4%
TXN TEXAS INSTRS INC COM 1.1%
Value ($000) $1,255 Shares 6,075 Est. Cost $151.36 Unrealized +27.5%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $1,222 Shares 4,396 Est. Cost $198.70 Unrealized +32.1%
RCL ROYAL CARIBBEAN GROUP 1.0%
Value ($000) $1,164 Shares 6,562 Est. Cost $77.92 Unrealized +104.4%
WM WASTE MANAGEMENT INC COM 1.0%
Value ($000) $1,149 Shares 5,533 Est. Cost $149.30 Unrealized +36.8%
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value ($000) $1,087 Shares 8,979 Est. Cost $67.80 Unrealized +63.1%
VPU VANGUARD UTILITIES ETF 0.9%
Value ($000) $1,075 Shares 6,174 Est. Cost $143.03 Unrealized
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $1,041 Shares 16,552 Est. Cost $62.28 Unrealized -11.4%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $990 Shares 3,250 Est. Cost $191.26 Unrealized +39.4%
STZ CONSTELLATION BRANDS CLASS A 0.8%
Value ($000) $948 Shares 3,679 Est. Cost $208.00 Unrealized +15.5%
CMCSA COMCAST CORP NEW COM CL A 0.8%
Value ($000) $888 Shares 21,264 Est. Cost $46.00 Unrealized -17.9%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $866 Shares 9,001 Est. Cost $179.14 Unrealized -49.4%
ABT ABBOTT LABS COM 0.7%
Value ($000) $852 Shares 7,470 Est. Cost $113.85 Unrealized -6.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $836 Shares 4,828 Est. Cost $135.27 Unrealized +21.4%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $782 Shares 9,252 Est. Cost $68.82 Unrealized +8.8%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $773 Shares 4,746 Est. Cost $44.61 Unrealized +267.6%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $713 Shares 805 Est. Cost $222.74 Unrealized +299.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $666 Shares 3,013 Est. Cost $100.39 Unrealized +88.2%
GOOG ALPHABET INC CL C 0.6%
Value ($000) $666 Shares 3,983 Est. Cost $111.87 Unrealized +50.4%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $647 Shares 6,638 Est. Cost $91.92 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $634 Shares 21,902 Est. Cost $28.42 Unrealized -6.1%
CARR CARRIER GLOBAL CORP COM 0.5%
Value ($000) $599 Shares 7,437 Est. Cost $36.97 Unrealized +85.4%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $595 Shares 7,095 Est. Cost $53.36 Unrealized +36.9%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.5%
Value ($000) $594 Shares 6,166 Est. Cost $87.87 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $565 Shares 4,650 Est. Cost $98.05 Unrealized +20.4%
CSX CSX CORP 0.5%
Value ($000) $531 Shares 15,384 Est. Cost $30.16 Unrealized +10.1%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $524 Shares 3,231 Est. Cost $150.28 Unrealized +1.6%
MCHP MICROCHIP TECHNOLOGY INC COM 0.4%
Value ($000) $487 Shares 6,063 Est. Cost $70.77 Unrealized +11.9%
GE GE AEROSPACE 0.4%
Value ($000) $470 Shares 2,492 Est. Cost $63.72 Unrealized +163.6%
NKE NIKE CORP COM 0.4%
Value ($000) $415 Shares 4,695 Est. Cost $128.96 Unrealized -41.1%
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $402 Shares 1,453 Est. Cost $156.66 Unrealized +61.8%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $391 Shares 6,915 Est. Cost $31.89 Unrealized +72.0%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $387 Shares 1,031 Est. Cost $242.82 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $377 Shares 3,580 Est. Cost $41.39 Unrealized +153.8%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $372 Shares 2,544 Est. Cost $137.69 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $367 Shares 8,174 Est. Cost $40.69 Unrealized -5.7%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $366 Shares 3,227 Est. Cost $63.91 Unrealized +76.8%
STT STATE STR CORP COM 0.3%
Value ($000) $360 Shares 4,067 Est. Cost $66.17 Unrealized +19.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $323 Shares 613 Est. Cost $415.85 Unrealized
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.3%
Value ($000) $320 Shares 557 Est. Cost $393.70 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $305 Shares 1,954 Est. Cost $155.25 Unrealized -9.2%
GD GENERAL DYNAMICS COM 0.2%
Value ($000) $291 Shares 963 Est. Cost $154.26 Unrealized +85.7%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $278 Shares 2,060 Est. Cost $114.08 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $277 Shares 1,338 Est. Cost $176.65 Unrealized +6.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $271 Shares 1,065 Est. Cost $548.97 Unrealized -57.0%
ACN ACCENTURE PLC 0.2%
Value ($000) $270 Shares 763 Est. Cost $241.32 Unrealized +33.7%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $269 Shares 615 Est. Cost $424.73 Unrealized -2.4%
BMY BRISTOL MYERS SQUIBB COM 0.2%
Value ($000) $256 Shares 4,953 Est. Cost $51.03 Unrealized -14.5%
COR CENCORA INC 0.2%
Value ($000) $253 Shares 1,125 Est. Cost $98.33 Unrealized +133.6%
CI CIGNA CORP 0.2%
Value ($000) $251 Shares 724 Est. Cost $216.79 Unrealized +54.5%
ORCL ORACLE CORP COM 0.2%
Value ($000) $239 Shares 1,404 Est. Cost $60.61 Unrealized +136.0%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $232 Shares 997 Est. Cost $192.19 Unrealized +9.7%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $229 Shares 586 Est. Cost $197.26 Unrealized +71.7%
INTC INTEL CORP COM 0.2%
Value ($000) $224 Shares 9,572 Est. Cost $51.51 Unrealized -51.7%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $215 Shares 340 Est. Cost $276.14 Unrealized +102.9%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $210 Shares 801 Est. Cost $195.58 Unrealized +21.3%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $203 Shares 682 Est. Cost $240.16 Unrealized +9.6%
KO COCA COLA CO COM 0.2%
Value ($000) $195 Shares 2,708 Est. Cost $47.42 Unrealized +38.4%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.2%
Value ($000) $193 Shares 3,100 Est. Cost $104.55 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $181 Shares 3,547 Est. Cost $30.41 Unrealized +49.7%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $169 Shares 1,200 Est. Cost $58.39 Unrealized +115.0%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $164 Shares 1,429 Est. Cost $85.61 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $163 Shares 1,455 Est. Cost $73.75 Unrealized +42.4%
MS MORGAN STANLEY COM 0.1%
Value ($000) $156 Shares 1,494 Est. Cost $74.47 Unrealized +30.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $152 Shares 596 Est. Cost $197.66 Unrealized +22.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $152 Shares 471 Est. Cost $205.71 Unrealized +52.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $150 Shares 3,000 Est. Cost $30.35 Unrealized +45.7%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $149 Shares 995 Est. Cost $125.69 Unrealized
LIN LINDE PLC NPV 0.1%
Value ($000) $149 Shares 313 Est. Cost $324.49 Unrealized +38.0%
ETN EATON CORP PLC 0.1%
Value ($000) $141 Shares 426 Est. Cost $118.94 Unrealized +153.3%
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value ($000) $138 Shares 4,750 Est. Cost $29.11 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $137 Shares 725 Est. Cost $97.70 Unrealized +76.9%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $132 Shares 544 Est. Cost $170.02 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $130 Shares 1,762 Est. Cost $51.14 Unrealized +31.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $129 Shares 1,060 Est. Cost $69.34 Unrealized +58.4%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $126 Shares 887 Est. Cost $110.92 Unrealized +21.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $125 Shares 463 Est. Cost $166.02 Unrealized +42.3%
T AT&T INC COM 0.1%
Value ($000) $123 Shares 5,591 Est. Cost $15.57 Unrealized +20.6%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $121 Shares 1,106 Est. Cost $77.81 Unrealized +35.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $119 Shares 1,029 Est. Cost $75.89 Unrealized +39.6%
HIG HARTFORD FINL SVCS GRP INC COM 0.1%
Value ($000) $118 Shares 1,000 Est. Cost $67.68 Unrealized +58.2%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $108 Shares 1,300 Est. Cost $57.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $108 Shares 435 Est. Cost $228.57 Unrealized +1.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $107 Shares 400 Est. Cost $274.27 Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $104 Shares 1,600 Est. Cost $41.08 Unrealized +38.7%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value ($000) $104 Shares 889 Est. Cost $111.84 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $100 Shares 710 Est. Cost $94.21 Unrealized
EFX EQUIFAX INC COM 0.1%
Value ($000) $99 Shares 337 Est. Cost $171.55 Unrealized +62.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $96 Shares 985 Est. Cost $94.33 Unrealized -12.2%
KLAC KLA CORPORATION 0.1%
Value ($000) $95 Shares 123 Est. Cost $285.88 Unrealized +171.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $93 Shares 329 Est. Cost $227.96 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $90 Shares 279 Est. Cost $207.83 Unrealized +38.6%
PSX PHILLIPS 66 0.1%
Value ($000) $90 Shares 681 Est. Cost $64.91 Unrealized +97.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $89 Shares 857 Est. Cost $62.66 Unrealized +48.5%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $89 Shares 100 Est. Cost $416.44 Unrealized +107.0%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $88 Shares 1,517 Est. Cost $58.48 Unrealized -12.5%
GEV GE VERNOVA INC 0.1%
Value ($000) $87 Shares 343 Est. Cost $158.10 Unrealized +21.2%
CLX CLOROX CO 0.1%
Value ($000) $86 Shares 525 Est. Cost $165.03 Unrealized -14.4%
ADSK AUTODESK INC COM 0.1%
Value ($000) $83 Shares 300 Est. Cost $288.38 Unrealized -12.7%
GOVT ISHARES US TREASURY BOND ETF 0.1%
Value ($000) $82 Shares 3,507 Est. Cost $23.45 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $82 Shares 1,050 Est. Cost $74.61 Unrealized
MKC MCCORMICK & CO COM 0.1%
Value ($000) $80 Shares 978 Est. Cost $80.22 Unrealized -6.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $80 Shares 900 Est. Cost $29.78 Unrealized +10.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $79 Shares 440 Est. Cost $171.01 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $78 Shares 160 Est. Cost $281.25 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $73 Shares 125 Est. Cost $347.57 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $73 Shares 515 Est. Cost $118.45 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $73 Shares 70 Est. Cost $366.83 Unrealized +160.9%
WMT WALMART INC COM 0.1%
Value ($000) $73 Shares 900 Est. Cost $54.29 Unrealized +33.5%
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $72 Shares 711 Est. Cost $69.77 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $71 Shares 397 Est. Cost $114.76 Unrealized +43.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $68 Shares 755 Est. Cost $101.71 Unrealized -20.5%
ASML ASML HOLDINGS N V 0.1%
Value ($000) $67 Shares 80 Est. Cost $713.58 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $66 Shares 1,147 Est. Cost $55.07 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $65 Shares 588 Est. Cost $48.93 Unrealized +109.2%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.1%
Value ($000) $62 Shares 4,760 Est. Cost $10.43 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $62 Shares 366 Est. Cost $131.88 Unrealized +29.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $62 Shares 385 Est. Cost $104.85 Unrealized +44.7%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $61 Shares 735 Est. Cost $76.19 Unrealized
DOW DOW INC 0.1%
Value ($000) $61 Shares 1,115 Est. Cost $47.24 Unrealized +1.4%
BDX BECTON-DICKINSON & CO COM 0.1%
Value ($000) $59 Shares 245 Est. Cost $225.70 Unrealized +0.9%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $59 Shares 474 Est. Cost $96.89 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $58 Shares 640 Est. Cost $49.84 Unrealized +63.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $57 Shares 430 Est. Cost $130.10 Unrealized -6.2%
GERN GERON CORP 0.0%
Value ($000) $57 Shares 12,500 Est. Cost $1.79 Unrealized +154.6%
AFL AFLAC, INC. COM 0.0%
Value ($000) $56 Shares 500 Est. Cost $45.95 Unrealized +114.9%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $56 Shares 398 Est. Cost $165.07 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $55 Shares 237 Est. Cost $133.15 Unrealized +61.7%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $55 Shares 290 Est. Cost $148.72 Unrealized
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $55 Shares 4,430 Est. Cost $14.95 Unrealized
ASTE ASTEC INDUSTRIES 0.0%
Value ($000) $54 Shares 1,700 Est. Cost $38.74 Unrealized -18.5%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $54 Shares 644 Est. Cost $85.01 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $53 Shares 90 Est. Cost $299.96 Unrealized +72.1%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $52 Shares 653 Est. Cost $50.67 Unrealized +7.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $51 Shares 500 Est. Cost $67.49 Unrealized +37.9%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $51 Shares 686 Est. Cost $48.95 Unrealized +34.1%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $51 Shares 235 Est. Cost $168.03 Unrealized +21.7%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $48 Shares 265 Est. Cost $182.34 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $47 Shares 75 Est. Cost $395.01 Unrealized +60.2%
EVR EVERCORE INC 0.0%
Value ($000) $46 Shares 180 Est. Cost $111.29 Unrealized +110.3%
MMM 3M CO COM 0.0%
Value ($000) $44 Shares 324 Est. Cost $120.27 Unrealized -0.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $44 Shares 459 Est. Cost $74.07 Unrealized +14.2%
WELL WELLTOWER INC 0.0%
Value ($000) $43 Shares 338 Est. Cost $59.03 Unrealized +92.8%
FAST FASTENAL CO 0.0%
Value ($000) $43 Shares 600 Est. Cost $21.29 Unrealized +54.7%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $43 Shares 6,000 Est. Cost $4.67 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $42 Shares 150 Est. Cost $122.03 Unrealized +128.3%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $42 Shares 353 Est. Cost $27.21 Unrealized +275.1%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $41 Shares 277 Est. Cost $119.66 Unrealized +13.3%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $41 Shares 769 Est. Cost $42.03 Unrealized
ATR APTARGROUP INC USD 0.0%
Value ($000) $41 Shares 253 Est. Cost $129.38 Unrealized +12.3%
CTVA CORTEVA INC 0.0%
Value ($000) $40 Shares 682 Est. Cost $43.20 Unrealized +24.5%
PARAMOUNT GLOBAL COM CL B 0.0%
Value ($000) $39 Shares 3,717 Est. Cost $45.11 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $39 Shares 100 Est. Cost $175.88 Unrealized +95.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $38 Shares 9 Est. Cost $2185.19 Unrealized +73.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $38 Shares 575 Est. Cost $54.03 Unrealized +4.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $36 Shares 157 Est. Cost $141.13 Unrealized +56.0%
WAT WATERS CORPORATION 0.0%
Value ($000) $36 Shares 100 Est. Cost $273.06 Unrealized +19.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $36 Shares 69 Est. Cost $300.80 Unrealized +73.1%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $35 Shares 498 Est. Cost $103.97 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $157.74 Unrealized +6.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $34 Shares 840 Est. Cost $25.56 Unrealized +38.9%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $33 Shares 148 Est. Cost $134.83 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $33 Shares 70 Est. Cost $224.46 Unrealized +90.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $32 Shares 850 Est. Cost $70.48 Unrealized -49.3%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $32 Shares 297 Est. Cost $142.39 Unrealized -24.4%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $32 Shares 56 Est. Cost $482.14 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $32 Shares 210 Est. Cost $112.20 Unrealized +29.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $31 Shares 400 Est. Cost $71.61 Unrealized +1.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $31 Shares 450 Est. Cost $70.27 Unrealized -14.1%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $30 Shares 250 Est. Cost $83.88 Unrealized
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $29 Shares 465 Est. Cost $45.16 Unrealized
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $29 Shares 148 Est. Cost $146.86 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $29 Shares 750 Est. Cost $45.14 Unrealized -12.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $29 Shares 129 Est. Cost $107.02 Unrealized +102.7%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $28 Shares 160 Est. Cost $138.01 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $265.53 Unrealized -4.4%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $27 Shares 100 Est. Cost $234.19 Unrealized +20.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $27 Shares 200 Est. Cost $131.98 Unrealized -8.7%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $83.33 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $26 Shares 120 Est. Cost $163.15 Unrealized +20.4%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $26 Shares 241 Est. Cost $131.04 Unrealized -22.0%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $26 Shares 390 Est. Cost $56.41 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $43.04 Unrealized -0.4%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $25 Shares 49 Est. Cost $527.84 Unrealized +3.9%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $46.24 Unrealized +19.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $25 Shares 593 Est. Cost $23.71 Unrealized +80.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $25 Shares 350 Est. Cost $53.34 Unrealized
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $70.50 Unrealized
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $24 Shares 390 Est. Cost $51.12 Unrealized
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $24 Shares 1,043 Est. Cost $21.28 Unrealized +14.6%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $24 Shares 322 Est. Cost $38.62 Unrealized +87.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $23 Shares 198 Est. Cost $43.54 Unrealized +161.6%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $93.63 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $23 Shares 275 Est. Cost $66.67 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $23 Shares 340 Est. Cost $155.22 Unrealized -40.8%
CNC CENTENE CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $73.30 Unrealized 0.0%
GSK GSK PLC 25P ADR 0.0%
Value ($000) $22 Shares 545 Est. Cost $30.08 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value ($000) $22 Shares 266 Est. Cost $83.33 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $11.56 Unrealized +71.8%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $22 Shares 56 Est. Cost $224.39 Unrealized +66.3%
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $15.97 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $22 Shares 829 Est. Cost $28.03 Unrealized
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $139.44 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $21 Shares 204 Est. Cost $44.44 Unrealized +121.9%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $21 Shares 34 Est. Cost $527.14 Unrealized +11.8%
USIG ISHARES INVT GRD BD 0.0%
Value ($000) $21 Shares 396 Est. Cost $52.58 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $20 Shares 184 Est. Cost $118.41 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $20 Shares 342 Est. Cost $70.82 Unrealized -21.3%
EATON VANCE SR CEF TR 0.0%
Value ($000) $20 Shares 1,586 Est. Cost $13.24 Unrealized
DE DEERE & CO 0.0%
Value ($000) $20 Shares 48 Est. Cost $314.88 Unrealized +17.3%
EL ESTEE LAUDER COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $251.58 Unrealized -63.3%
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $57.70 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $20 Shares 253 Est. Cost $68.07 Unrealized +6.0%
UTL UNITIL CORP COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $43.68 Unrealized +33.6%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 344 Est. Cost $61.37 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $17 Shares 66 Est. Cost $47.25 Unrealized +317.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 173 Est. Cost $71.08 Unrealized +17.8%
MTB M&T BANK CORP 0.0%
Value ($000) $16 Shares 91 Est. Cost $120.25 Unrealized +32.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $225.00 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $15 Shares 360 Est. Cost $43.57 Unrealized -9.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $15 Shares 113 Est. Cost $80.38 Unrealized +51.7%
SJM SMUCKER J M CO COM 0.0%
Value ($000) $15 Shares 125 Est. Cost $100.50 Unrealized +11.0%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $40.00 Unrealized -32.9%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $63.54 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $14 Shares 106 Est. Cost $94.34 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $14 Shares 50 Est. Cost $239.47 Unrealized +8.7%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $13 Shares 29 Est. Cost $302.09 Unrealized +38.4%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $13 Shares 9 Est. Cost $489.77 Unrealized +135.3%
PLD PROLOGIS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.93 Unrealized +5.5%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $161.79 Unrealized +42.0%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.58 Unrealized
USB U.S. BANCORP COM 0.0%
Value ($000) $12 Shares 269 Est. Cost $40.18 Unrealized +2.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 350 Est. Cost $29.81 Unrealized +6.7%
WAB WABTEC 0.0%
Value ($000) $12 Shares 67 Est. Cost $76.03 Unrealized +114.4%
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.22 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $12 Shares 340 Est. Cost $27.88 Unrealized +5.6%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $11 Shares 12,499 Est. Cost $2.40 Unrealized -61.4%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $226.63 Unrealized -8.3%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $105.71 Unrealized +91.4%
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $9.51 Unrealized +9.8%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $63.84 Unrealized
TLH ISHARES 10-20 YR TREAS 0.0%
Value ($000) $10 Shares 94 Est. Cost $109.33 Unrealized
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $1.21 Unrealized +70.8%
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value ($000) $10 Shares 238 Est. Cost $42.20 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $10 Shares 50 Est. Cost $217.16 Unrealized -14.3%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $9 Shares 255 Est. Cost $40.72 Unrealized -17.1%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.11 Unrealized
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $9 Shares 410 Est. Cost $21.95 Unrealized
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $9 Shares 258 Est. Cost $31.01 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $9 Shares 18 Est. Cost $333.12 Unrealized +39.8%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $9 Shares 138 Est. Cost $61.59 Unrealized -4.0%
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.52 Unrealized +23.1%
EXC EXELON CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.25 Unrealized +41.6%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $240.00 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $8 Shares 645 Est. Cost $15.50 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $8 Shares 400 Est. Cost $21.25 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $336.58 Unrealized +41.1%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $7 Shares 518 Est. Cost $17.01 Unrealized
LAM RESEARCH CORP LRCX 0.0%
Value ($000) $7 Shares 9 Est. Cost $816.00 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 884 Est. Cost $18.06 Unrealized -56.7%
HLN HALEON PLC 0.0%
Value ($000) $7 Shares 682 Est. Cost $5.92 Unrealized
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $7 Shares 500 Est. Cost $4.46 Unrealized +201.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $28.18 Unrealized +37.0%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $6 Shares 89 Est. Cost $38.28 Unrealized +66.8%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value ($000) $6 Shares 168 Est. Cost $40.70 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $62.43 Unrealized +29.6%
COO COOPER COS INC NPV 0.0%
Value ($000) $6 Shares 56 Est. Cost $96.75 Unrealized +0.6%
INGR INGREDION INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $85.49 Unrealized +48.8%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $5 Shares 599 Est. Cost $42.13 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.84 Unrealized -13.2%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $299.63 Unrealized +84.7%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $263.91 Unrealized 0.0%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $37.31 Unrealized
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.11 Unrealized
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.38 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $107.94 Unrealized +69.1%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $4 Shares 322 Est. Cost $12.95 Unrealized -16.5%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $111.62 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $57.95 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $91.33 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $75.00 Unrealized
GL GLOBAL LIFE INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $92.04 Unrealized +3.1%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 46 Est. Cost $23.72 Unrealized +186.3%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $38.96 Unrealized +32.2%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.28 Unrealized -4.6%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.20 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $3 Shares 59 Est. Cost $34.52 Unrealized +36.8%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -78.4%
META META PLATFORMS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $286.86 Unrealized +78.5%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 146 Est. Cost $26.71 Unrealized -26.2%
VNT VONTIER CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.62 Unrealized +9.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $74.82 Unrealized -77.6%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $2 Shares 315 Est. Cost $7.94 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.70 Unrealized -0.9%
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -15.7%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +51.0%
ALC ALCON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $72.45 Unrealized +29.4%
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) $2 Shares 48 Est. Cost $146.86 Unrealized -76.7%
SBAC SBA COMMUNICATIONS CORP NEW NPV 0.0%
Value ($000) $1 Shares 6 Est. Cost $247.14 Unrealized -12.7%
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 +134.2%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $1 Shares 47 Est. Cost $30.33 Unrealized 0.0%
BA BOEING COMPANY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $222.27 Unrealized -22.9%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized +5.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.32 Unrealized +47.1%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.93 Unrealized -51.3%
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 -19.3%
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized +1.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.42 Unrealized -46.2%
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 -16.6%