Piscataqua Savings Bank Diversified Active

Location: Portsmouth, NH

CIK: 0001855835 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 11, 2025

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

Holdings (337)

AAPL APPLE INC. COM 7.5%
Value $8.443M Shares 38,008 Est. Cost $126.46 Unrealized +82.5%
MSFT MICROSOFT CORP COM 7.4%
Value $8.392M Shares 22,357 Est. Cost $225.97 Unrealized +79.3%
JPM JPMORGAN CHASE & CO COM 4.2%
Value $4.721M Shares 19,247 Est. Cost $132.00 Unrealized +90.1%
GOOGL ALPHABET INC CL A 3.9%
Value $4.388M Shares 28,376 Est. Cost $109.44 Unrealized +65.1%
TJX TJX COMPANIES, INC 2.9%
Value $3.254M Shares 26,713 Est. Cost $63.51 Unrealized +89.1%
NDSN NORDSON CORP NPV 2.8%
Value $3.167M Shares 15,702 Est. Cost $219.37 Unrealized -4.9%
MA MASTERCARD INC CL A 2.7%
Value $3.029M Shares 5,526 Est. Cost $339.76 Unrealized +59.5%
UNH UNITEDHEALTH GROUP INC COM 2.6%
Value $2.973M Shares 5,677 Est. Cost $319.66 Unrealized +56.3%
AMZN AMAZON COM INC 2.5%
Value $2.856M Shares 15,009 Est. Cost $130.76 Unrealized +65.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.2%
Value $2.538M Shares 4,766 Est. Cost $247.16 Unrealized +96.7%
ABBV ABBVIE, INC 2.2%
Value $2.51M Shares 11,978 Est. Cost $116.36 Unrealized +62.8%
BAC BANK OF AMER CORP COM 2.1%
Value $2.351M Shares 56,349 Est. Cost $30.97 Unrealized +40.8%
UNP UNION PAC CORP COM 1.7%
Value $1.975M Shares 8,361 Est. Cost $188.09 Unrealized +25.2%
CVX CHEVRON CORPORATION COM 1.7%
Value $1.877M Shares 11,218 Est. Cost $79.58 Unrealized +89.1%
V VISA INC 1.6%
Value $1.852M Shares 5,284 Est. Cost $203.18 Unrealized +65.5%
RTX RTX CORPORATION COM 1.6%
Value $1.799M Shares 13,583 Est. Cost $69.05 Unrealized +80.7%
AXP AMERICAN EXPRESS CO COM 1.5%
Value $1.751M Shares 6,509 Est. Cost $124.36 Unrealized +135.2%
BLK BLACKROCK INC NPV 1.5%
Value $1.738M Shares 1,836 Est. Cost $990.65 Unrealized -2.9%
CSCO CISCO SYS INC COM 1.4%
Value $1.599M Shares 25,912 Est. Cost $40.89 Unrealized +47.0%
XOM EXXON MOBIL CORP COM 1.4%
Value $1.551M Shares 13,042 Est. Cost $46.58 Unrealized +130.2%
TEL TE CONNECTIVITY PLC 1.4%
Value $1.541M Shares 10,904 Est. Cost $146.81 Unrealized -0.2%
SYK STRYKER CORP COM 1.2%
Value $1.387M Shares 3,726 Est. Cost $229.77 Unrealized +64.1%
RCL ROYAL CARIBBEAN GROUP 1.2%
Value $1.361M Shares 6,625 Est. Cost $81.21 Unrealized +187.2%
LLY LILLY ELI & CO COM 1.2%
Value $1.317M Shares 1,595 Est. Cost $519.23 Unrealized +59.2%
GLW CORNING INC COM 1.2%
Value $1.303M Shares 28,476 Est. Cost $33.77 Unrealized +43.8%
PNR PENTAIR PLC 1.1%
Value $1.283M Shares 14,666 Est. Cost $54.52 Unrealized +73.4%
WM WASTE MANAGEMENT INC COM 1.1%
Value $1.275M Shares 5,508 Est. Cost $149.30 Unrealized +46.3%
PEP PEPSICO INC COM 1.1%
Value $1.267M Shares 8,450 Est. Cost $118.55 Unrealized +21.0%
SMH VANECK SEMICONDUCTOR ETF 1.1%
Value $1.266M Shares 5,988 Est. Cost $209.74 Unrealized
HD HOME DEPOT INC COM 1.1%
Value $1.247M Shares 3,404 Est. Cost $257.16 Unrealized +48.0%
MCD MCDONALDS CORP COM 1.1%
Value $1.235M Shares 3,954 Est. Cost $210.64 Unrealized +39.0%
CL COLGATE PALMOLIVE CO COM 1.0%
Value $1.148M Shares 12,254 Est. Cost $70.21 Unrealized +25.1%
VPU VANGUARD UTILITIES ETF 0.9%
Value $1.056M Shares 6,184 Est. Cost $143.44 Unrealized
PRU PRUDENTIAL FINANCIAL, INC COM 0.9%
Value $1.007M Shares 9,015 Est. Cost $68.53 Unrealized +59.0%
TXN TEXAS INSTRS INC COM 0.9%
Value $1.001M Shares 5,572 Est. Cost $151.36 Unrealized +20.4%
ABT ABBOTT LABS COM 0.9%
Value $979K Shares 7,383 Est. Cost $113.85 Unrealized +10.2%
DHR DANAHER CORPORATION COM 0.8%
Value $882K Shares 4,302 Est. Cost $198.70 Unrealized +9.2%
DIS DISNEY WALT CO COM 0.8%
Value $861K Shares 8,728 Est. Cost $179.14 Unrealized -40.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value $845K Shares 3,398 Est. Cost $116.14 Unrealized +106.1%
PG PROCTER AND GAMBLE CO COM 0.7%
Value $823K Shares 4,828 Est. Cost $135.27 Unrealized +21.2%
CMCSA COMCAST CORP NEW COM CL A 0.7%
Value $793K Shares 21,501 Est. Cost $45.80 Unrealized -23.5%
GILD GILEAD SCIENCES COM 0.7%
Value $774K Shares 6,904 Est. Cost $54.18 Unrealized +85.6%
MPC MARATHON PETROLEUM CORP 0.6%
Value $713K Shares 4,891 Est. Cost $47.90 Unrealized +203.1%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.6%
Value $698K Shares 1,247 Est. Cost $485.38 Unrealized
STZ CONSTELLATION BRANDS CLASS A 0.6%
Value $683K Shares 3,720 Est. Cost $207.50 Unrealized -14.3%
GOOG ALPHABET INC CL C 0.6%
Value $627K Shares 4,014 Est. Cost $111.87 Unrealized +63.1%
NEE NEXTERA ENERGY INC 0.6%
Value $624K Shares 8,802 Est. Cost $68.82 Unrealized -0.2%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value $606K Shares 6,692 Est. Cost $91.90 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value $538K Shares 3,247 Est. Cost $150.28 Unrealized +1.4%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.5%
Value $511K Shares 5,939 Est. Cost $87.87 Unrealized
GE GE AEROSPACE 0.4%
Value $499K Shares 2,492 Est. Cost $63.72 Unrealized +207.2%
WFC WELLS FARGO & CO NEW COM 0.4%
Value $493K Shares 6,866 Est. Cost $31.89 Unrealized +131.1%
CARR CARRIER GLOBAL CORP COM 0.4%
Value $479K Shares 7,556 Est. Cost $37.58 Unrealized +75.0%
ADP AUTOMATIC DATA PROCESSING COM 0.4%
Value $433K Shares 1,418 Est. Cost $156.66 Unrealized +88.6%
CSX CSX CORP 0.4%
Value $423K Shares 14,384 Est. Cost $30.16 Unrealized +3.8%
NVDA NVIDIA CORPORATION 0.4%
Value $406K Shares 3,750 Est. Cost $98.05 Unrealized +29.2%
COP CONOCOPHILLIPS COM 0.3%
Value $389K Shares 3,705 Est. Cost $43.26 Unrealized +123.7%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value $379K Shares 1,051 Est. Cost $245.07 Unrealized
AWK AMERICAN WATER WORKS 0.3%
Value $372K Shares 2,519 Est. Cost $137.69 Unrealized -6.2%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value $369K Shares 8,144 Est. Cost $40.69 Unrealized -2.7%
STT STATE STR CORP COM 0.3%
Value $362K Shares 4,049 Est. Cost $66.91 Unrealized +38.6%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value $315K Shares 612 Est. Cost $415.85 Unrealized
COR CENCORA INC 0.3%
Value $313K Shares 1,125 Est. Cost $98.33 Unrealized +153.8%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value $306K Shares 615 Est. Cost $424.73 Unrealized +16.5%
EFA ISHARES MSCI EAFE ETF 0.3%
Value $305K Shares 3,735 Est. Cost $80.63 Unrealized
NKE NIKE CORP COM 0.3%
Value $302K Shares 4,765 Est. Cost $127.77 Unrealized -43.6%
MCHP MICROCHIP TECHNOLOGY INC COM 0.3%
Value $293K Shares 6,063 Est. Cost $70.77 Unrealized -23.4%
BMY BRISTOL MYERS SQUIBB COM 0.3%
Value $286K Shares 4,684 Est. Cost $51.04 Unrealized +8.7%
HON HONEYWELL INTL INC COM 0.2%
Value $281K Shares 1,329 Est. Cost $176.65 Unrealized +12.3%
MRK MERCK & CO INC NEW 0.2%
Value $280K Shares 3,125 Est. Cost $63.91 Unrealized +41.0%
GD GENERAL DYNAMICS COM 0.2%
Value $280K Shares 1,028 Est. Cost $160.68 Unrealized +59.2%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $241K Shares 540 Est. Cost $423.56 Unrealized +5.8%
CI CIGNA CORP 0.2%
Value $238K Shares 724 Est. Cost $216.79 Unrealized +36.4%
ACN ACCENTURE PLC 0.2%
Value $236K Shares 756 Est. Cost $241.32 Unrealized +44.8%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value $227K Shares 1,690 Est. Cost $114.08 Unrealized
AMT AMERICAN TOWER CORP REIT 0.2%
Value $217K Shares 997 Est. Cost $192.19 Unrealized -1.4%
MO ALTRIA GROUP INC COM 0.2%
Value $213K Shares 3,547 Est. Cost $30.41 Unrealized +67.8%
PH PARKER HANNIFIN CORP 0.2%
Value $207K Shares 340 Est. Cost $276.14 Unrealized +134.9%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value $201K Shares 682 Est. Cost $240.16 Unrealized +25.1%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value $199K Shares 801 Est. Cost $195.58 Unrealized +28.2%
KO COCA COLA CO COM 0.2%
Value $194K Shares 2,708 Est. Cost $47.42 Unrealized +37.0%
CAT CATERPILLAR INC COM 0.2%
Value $193K Shares 586 Est. Cost $197.26 Unrealized +78.4%
ORCL ORACLE CORP COM 0.2%
Value $190K Shares 1,356 Est. Cost $60.61 Unrealized +166.6%
MS MORGAN STANLEY COM 0.2%
Value $184K Shares 1,574 Est. Cost $77.09 Unrealized +63.3%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.2%
Value $181K Shares 3,100 Est. Cost $104.55 Unrealized
TGT TARGET CORP COM 0.2%
Value $178K Shares 1,710 Est. Cost $155.25 Unrealized -22.6%
PM PHILIP MORRIS INTL INC 0.1%
Value $168K Shares 1,060 Est. Cost $69.34 Unrealized +97.6%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $166K Shares 1,045 Est. Cost $543.91 Unrealized -63.9%
COST COSTCO WHOLESALE CORP COM 0.1%
Value $166K Shares 175 Est. Cost $653.92 Unrealized +48.4%
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value $162K Shares 4,750 Est. Cost $29.11 Unrealized
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value $159K Shares 1,429 Est. Cost $85.61 Unrealized
T AT&T INC COM 0.1%
Value $158K Shares 5,591 Est. Cost $15.57 Unrealized +56.4%
GLD SPDR GOLD TRUST ETF 0.1%
Value $157K Shares 544 Est. Cost $170.02 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value $150K Shares 725 Est. Cost $97.70 Unrealized +95.8%
AMGN AMGEN INC COM 0.1%
Value $147K Shares 471 Est. Cost $205.71 Unrealized +39.6%
INTC INTEL CORP COM 0.1%
Value $145K Shares 6,392 Est. Cost $51.51 Unrealized -57.5%
VLTO VERALTO CORP 0.1%
Value $142K Shares 1,455 Est. Cost $73.75 Unrealized +34.7%
LIN LINDE PLC NPV 0.1%
Value $141K Shares 302 Est. Cost $324.49 Unrealized +37.0%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value $140K Shares 987 Est. Cost $112.83 Unrealized +15.0%
LOW LOWES COS INC COM 0.1%
Value $138K Shares 593 Est. Cost $182.69 Unrealized +32.5%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value $137K Shares 1,020 Est. Cost $125.91 Unrealized
ECL ECOLAB INC COM 0.1%
Value $126K Shares 497 Est. Cost $197.66 Unrealized +26.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value $126K Shares 1,029 Est. Cost $75.89 Unrealized +45.7%
HIG HARTFORD INSURANCE GRP INC COM 0.1%
Value $124K Shares 1,000 Est. Cost $67.68 Unrealized +66.9%
EMR EMERSON ELECTRIC CO COM 0.1%
Value $121K Shares 1,106 Est. Cost $77.81 Unrealized +52.7%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value $121K Shares 1,600 Est. Cost $41.08 Unrealized +92.6%
MDLZ MONDELEZ INTL INC 0.1%
Value $120K Shares 1,762 Est. Cost $51.14 Unrealized +16.8%
BCC BOISE CASCADE CO DEL 0.1%
Value $118K Shares 1,200 Est. Cost $58.39 Unrealized +92.2%
ETN EATON CORP PLC 0.1%
Value $116K Shares 426 Est. Cost $118.94 Unrealized +159.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value $114K Shares 3,000 Est. Cost $30.35 Unrealized +24.6%
DISCOVER FINL SVCS COM 0.1%
Value $111K Shares 650 Est. Cost $94.21 Unrealized
GEV GE VERNOVA INC 0.1%
Value $105K Shares 343 Est. Cost $158.10 Unrealized +120.2%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value $104K Shares 1,300 Est. Cost $57.14 Unrealized
PSX PHILLIPS 66 0.1%
Value $101K Shares 816 Est. Cost $73.91 Unrealized +61.4%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $101K Shares 400 Est. Cost $274.27 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $101K Shares 425 Est. Cost $228.57 Unrealized +4.7%
WMT WALMART INC COM 0.1%
Value $95,251 Shares 1,085 Est. Cost $64.98 Unrealized +43.0%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.1%
Value $92,961 Shares 889 Est. Cost $111.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value $88,837 Shares 515 Est. Cost $119.30 Unrealized +35.9%
CMI CUMMINS INC 0.1%
Value $87,447 Shares 279 Est. Cost $207.83 Unrealized +66.5%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $87,092 Shares 329 Est. Cost $227.96 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value $86,378 Shares 837 Est. Cost $62.66 Unrealized +53.5%
D DOMINION ENERGY INC NPV 0.1%
Value $85,039 Shares 1,517 Est. Cost $58.48 Unrealized -9.8%
CVS CVS HEALTH CORP COM 0.1%
Value $84,414 Shares 1,246 Est. Cost $62.28 Unrealized -6.9%
KLAC KLA CORPORATION 0.1%
Value $83,614 Shares 123 Est. Cost $285.88 Unrealized +150.1%
FISV FISERV INC COM 0.1%
Value $83,252 Shares 377 Est. Cost $114.76 Unrealized +90.8%
EFX EQUIFAX INC COM 0.1%
Value $82,079 Shares 337 Est. Cost $171.55 Unrealized +45.5%
CAH CARDINAL HEALTH INC COM 0.1%
Value $81,008 Shares 588 Est. Cost $48.93 Unrealized +157.3%
GOVT ISHARES US TREASURY BOND ETF 0.1%
Value $80,590 Shares 3,507 Est. Cost $23.45 Unrealized
AFL AFLAC, INC. COM 0.1%
Value $80,056 Shares 720 Est. Cost $63.71 Unrealized +63.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value $79,428 Shares 1,050 Est. Cost $74.61 Unrealized
ADSK AUTODESK INC COM 0.1%
Value $78,536 Shares 300 Est. Cost $288.38 Unrealized -1.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $76,221 Shares 440 Est. Cost $171.01 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value $75,025 Shares 160 Est. Cost $281.25 Unrealized
CLX CLOROX CO 0.1%
Value $73,624 Shares 500 Est. Cost $165.03 Unrealized -10.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value $69,875 Shares 515 Est. Cost $118.45 Unrealized
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value $69,642 Shares 711 Est. Cost $69.77 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value $69,147 Shares 70 Est. Cost $366.83 Unrealized +179.7%
MKC MCCORMICK & CO COM 0.1%
Value $68,975 Shares 838 Est. Cost $80.22 Unrealized -4.8%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value $67,797 Shares 125 Est. Cost $347.57 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $67,206 Shares 900 Est. Cost $29.78 Unrealized +7.1%
SBUX STARBUCKS CORP COM 0.1%
Value $64,836 Shares 661 Est. Cost $94.33 Unrealized +7.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $63,835 Shares 320 Est. Cost $205.07 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value $61,900 Shares 1,147 Est. Cost $55.07 Unrealized
SO SOUTHERN CO COM 0.1%
Value $58,848 Shares 640 Est. Cost $49.84 Unrealized +68.8%
ASTE ASTEC INDUSTRIES 0.1%
Value $58,565 Shares 1,700 Est. Cost $38.74 Unrealized -12.3%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.1%
Value $58,214 Shares 4,760 Est. Cost $10.43 Unrealized
EXE EXPAND ENERGY CORP 0.1%
Value $57,886 Shares 520 Est. Cost $89.24 Unrealized +13.2%
TRV TRAVELERS COS INC COM 0.1%
Value $57,648 Shares 218 Est. Cost $133.15 Unrealized +84.3%
BR BROADRIDGE FINL SOLUTIONS COM 0.1%
Value $56,977 Shares 235 Est. Cost $168.03 Unrealized +38.0%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.1%
Value $56,751 Shares 474 Est. Cost $96.89 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value $56,220 Shares 366 Est. Cost $131.88 Unrealized +21.1%
BDX BECTON-DICKINSON & CO COM 0.0%
Value $56,118 Shares 245 Est. Cost $225.70 Unrealized +0.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $54,635 Shares 500 Est. Cost $67.49 Unrealized +45.9%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value $54,564 Shares 290 Est. Cost $148.72 Unrealized
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value $52,651 Shares 644 Est. Cost $85.01 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $51,784 Shares 150 Est. Cost $122.03 Unrealized +156.8%
WELL WELLTOWER INC 0.0%
Value $51,784 Shares 338 Est. Cost $59.03 Unrealized +137.7%
WEC WEC ENERGY GROUP INC 0.0%
Value $50,020 Shares 459 Est. Cost $74.07 Unrealized +34.0%
MDT MEDTRONIC PLC 0.0%
Value $49,871 Shares 555 Est. Cost $101.71 Unrealized -14.1%
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value $48,598 Shares 1,074 Est. Cost $45.86 Unrealized
PFE PFIZER INC COM 0.0%
Value $47,407 Shares 1,871 Est. Cost $28.42 Unrealized -13.1%
PPG PPG INDS INC COM 0.0%
Value $47,020 Shares 430 Est. Cost $130.10 Unrealized -13.4%
FAST FASTENAL CO 0.0%
Value $46,524 Shares 600 Est. Cost $21.29 Unrealized +73.1%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $45,648 Shares 265 Est. Cost $182.34 Unrealized
PARAMOUNT GLOBAL COM CL B 0.0%
Value $44,454 Shares 3,717 Est. Cost $45.11 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value $42,977 Shares 30 Est. Cost $86.99 Unrealized 0.0%
FTV FORTIVE CORP USD 0.01 0.0%
Value $42,954 Shares 587 Est. Cost $50.67 Unrealized +15.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $41,706 Shares 398 Est. Cost $165.07 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $41,013 Shares 686 Est. Cost $48.95 Unrealized +18.4%
XEL XCEL ENERGY INC COM 0.0%
Value $40,704 Shares 575 Est. Cost $54.03 Unrealized +22.2%
INTU INTUIT INC 0.0%
Value $39,908 Shares 65 Est. Cost $395.01 Unrealized +51.3%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value $39,088 Shares 769 Est. Cost $42.03 Unrealized
ATR APTARGROUP INC USD 0.0%
Value $37,539 Shares 253 Est. Cost $129.38 Unrealized +14.7%
ENB ENBRIDGE INC 0.0%
Value $37,219 Shares 840 Est. Cost $25.56 Unrealized +61.9%
WAT WATERS CORPORATION 0.0%
Value $36,857 Shares 100 Est. Cost $273.06 Unrealized +41.8%
CTVA CORTEVA INC 0.0%
Value $36,687 Shares 583 Est. Cost $43.20 Unrealized +41.8%
TOST TOAST INC 0.0%
Value $36,476 Shares 1,100 Est. Cost $35.98 Unrealized +4.1%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value $36,026 Shares 3,211 Est. Cost $14.87 Unrealized
EVR EVERCORE INC 0.0%
Value $35,949 Shares 180 Est. Cost $111.29 Unrealized +121.4%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value $35,138 Shares 498 Est. Cost $103.97 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $34,128 Shares 200 Est. Cost $173.33 Unrealized +6.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $33,691 Shares 100 Est. Cost $175.88 Unrealized +104.1%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value $33,613 Shares 297 Est. Cost $142.39 Unrealized -25.6%
KD KYNDRYL HLDGS INC USD 0.0%
Value $32,734 Shares 1,043 Est. Cost $21.28 Unrealized +76.1%
A AGILENT TECHNOLOGIES COM 0.0%
Value $32,403 Shares 277 Est. Cost $119.66 Unrealized +11.9%
CME CME GROUP INC COM 0.0%
Value $31,833 Shares 120 Est. Cost $163.15 Unrealized +48.6%
ADI ANALOG DEVICES INC COM 0.0%
Value $31,661 Shares 157 Est. Cost $141.13 Unrealized +50.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $31,478 Shares 129 Est. Cost $107.02 Unrealized +108.7%
NU NU HOLDINGS LIMITED 0.0%
Value $30,720 Shares 3,000 Est. Cost $11.83 Unrealized -0.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $30,600 Shares 400 Est. Cost $71.61 Unrealized +12.1%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value $30,558 Shares 148 Est. Cost $134.83 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value $30,372 Shares 353 Est. Cost $27.21 Unrealized +242.3%
ELV ELEVANCE HEALTH INC 0.0%
Value $30,011 Shares 69 Est. Cost $300.80 Unrealized +31.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $29,874 Shares 56 Est. Cost $482.14 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value $29,640 Shares 750 Est. Cost $45.14 Unrealized -18.6%
DOW DOW INC 0.0%
Value $29,039 Shares 832 Est. Cost $47.24 Unrealized -23.9%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value $28,710 Shares 148 Est. Cost $146.86 Unrealized
KMI KINDER MORGAN INC 0.0%
Value $28,520 Shares 1,000 Est. Cost $11.56 Unrealized +131.0%
MMM 3M CO COM 0.0%
Value $28,490 Shares 194 Est. Cost $120.27 Unrealized +20.2%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value $27,994 Shares 322 Est. Cost $38.62 Unrealized +97.2%
ES EVERSOURCE ENERGY 0.0%
Value $27,949 Shares 450 Est. Cost $70.27 Unrealized -18.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value $27,641 Shares 6 Est. Cost $2185.19 Unrealized +117.3%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value $27,637 Shares 160 Est. Cost $138.01 Unrealized
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value $26,914 Shares 465 Est. Cost $45.16 Unrealized
ROST ROSS STORES INC 0.0%
Value $26,835 Shares 210 Est. Cost $112.20 Unrealized +23.4%
BAX BAXTER INTL INC COM 0.0%
Value $26,760 Shares 782 Est. Cost $70.48 Unrealized -54.4%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value $26,625 Shares 55 Est. Cost $224.46 Unrealized +131.1%
BRO BROWN & BROWN INC COM 0.0%
Value $25,377 Shares 204 Est. Cost $44.44 Unrealized +150.1%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value $24,882 Shares 300 Est. Cost $83.33 Unrealized
FDX FEDEX CORPORATION COM 0.0%
Value $24,377 Shares 100 Est. Cost $234.19 Unrealized +8.3%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value $24,122 Shares 263 Est. Cost $91.25 Unrealized
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value $23,655 Shares 300 Est. Cost $70.50 Unrealized
O REALTY INCOME CORP REIT COM 0.0%
Value $23,204 Shares 400 Est. Cost $46.24 Unrealized +13.7%
VSGX VANGUARD WORLD FUND ETF 0.0%
Value $22,998 Shares 390 Est. Cost $51.12 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $22,582 Shares 350 Est. Cost $53.34 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value $22,459 Shares 275 Est. Cost $66.67 Unrealized
TROW T ROWE PRICE GROUP INC COM 0.0%
Value $22,139 Shares 241 Est. Cost $131.04 Unrealized -23.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $21,998 Shares 200 Est. Cost $131.98 Unrealized -14.6%
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value $21,955 Shares 266 Est. Cost $83.33 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value $21,795 Shares 500 Est. Cost $43.04 Unrealized +36.2%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value $21,625 Shares 390 Est. Cost $56.41 Unrealized
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value $21,468 Shares 300 Est. Cost $139.44 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value $21,426 Shares 342 Est. Cost $70.82 Unrealized -10.4%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value $21,172 Shares 829 Est. Cost $28.03 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value $21,116 Shares 400 Est. Cost $93.63 Unrealized
FPE FIRST TRUST PFD ETF 0.0%
Value $21,108 Shares 1,200 Est. Cost $15.97 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value $21,107 Shares 545 Est. Cost $30.08 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $20,600 Shares 493 Est. Cost $23.71 Unrealized +68.3%
TIP ISHARES TIPS BD ETF 0.0%
Value $20,440 Shares 184 Est. Cost $118.41 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value $20,345 Shares 56 Est. Cost $224.39 Unrealized +55.9%
USIG ISHARES INVT GRD BD 0.0%
Value $20,227 Shares 396 Est. Cost $52.58 Unrealized
GERN GERON CORP 0.0%
Value $19,750 Shares 12,500 Est. Cost $1.79 Unrealized +36.4%
EATON VANCE SR CEF TR 0.0%
Value $19,428 Shares 1,586 Est. Cost $13.24 Unrealized
SYY SYSCO CORP COM 0.0%
Value $18,984 Shares 253 Est. Cost $68.07 Unrealized +4.7%
ICF ISHARES COHEN STEER REIT ETF 0.0%
Value $18,456 Shares 300 Est. Cost $57.70 Unrealized
CNC CENTENE CORP 0.0%
Value $18,210 Shares 300 Est. Cost $73.30 Unrealized -17.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $18,046 Shares 198 Est. Cost $43.54 Unrealized +139.3%
DE DEERE & CO 0.0%
Value $17,834 Shares 38 Est. Cost $314.88 Unrealized +46.6%
PAYX PAYCHEX INC COM 0.0%
Value $17,433 Shares 113 Est. Cost $80.38 Unrealized +78.1%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value $17,360 Shares 250 Est. Cost $83.88 Unrealized
UTL UNITIL CORP COM 0.0%
Value $17,304 Shares 300 Est. Cost $43.68 Unrealized +25.9%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value $16,917 Shares 34 Est. Cost $527.14 Unrealized +2.4%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value $16,785 Shares 500 Est. Cost $40.00 Unrealized -22.4%
MTB M&T BANK CORP 0.0%
Value $16,266 Shares 91 Est. Cost $120.25 Unrealized +53.4%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value $16,117 Shares 688 Est. Cost $43.61 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value $14,814 Shares 360 Est. Cost $43.57 Unrealized -2.0%
SJM SMUCKER J M CO COM 0.0%
Value $14,801 Shares 125 Est. Cost $100.50 Unrealized +3.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $13,961 Shares 173 Est. Cost $71.08 Unrealized +20.7%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value $13,893 Shares 106 Est. Cost $94.34 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value $13,500 Shares 50 Est. Cost $239.47 Unrealized +7.3%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value $13,324 Shares 160 Est. Cost $63.54 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $13,307 Shares 66 Est. Cost $47.25 Unrealized +464.3%
EL ESTEE LAUDER COM 0.0%
Value $13,200 Shares 200 Est. Cost $251.58 Unrealized -71.7%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value $13,184 Shares 29 Est. Cost $302.09 Unrealized +49.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value $13,039 Shares 34 Est. Cost $509.83 Unrealized -15.9%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value $12,130 Shares 200 Est. Cost $60.00 Unrealized
LQD ISHARES IBOXX INV CP ETF 0.0%
Value $11,955 Shares 110 Est. Cost $109.58 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value $11,910 Shares 50 Est. Cost $161.79 Unrealized +66.5%
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value $11,841 Shares 150 Est. Cost $76.22 Unrealized
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value $11,807 Shares 238 Est. Cost $42.20 Unrealized
USB U.S. BANCORP COM 0.0%
Value $11,357 Shares 269 Est. Cost $40.18 Unrealized +10.0%
KBWB INVESCO KBW ETF 0.0%
Value $11,298 Shares 180 Est. Cost $63.84 Unrealized
PLD PROLOGIS INC 0.0%
Value $11,179 Shares 100 Est. Cost $111.93 Unrealized -0.1%
KHC KRAFT HEINZ CO 0.0%
Value $10,649 Shares 350 Est. Cost $29.81 Unrealized -4.9%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value $10,250 Shares 5,000 Est. Cost $1.21 Unrealized +1.1%
F FORD MOTOR CO DEL COM 0.0%
Value $10,030 Shares 1,000 Est. Cost $9.51 Unrealized -2.8%
WY WEYERHAEUSER CO 0.0%
Value $9,951 Shares 340 Est. Cost $27.88 Unrealized +3.5%
TLH ISHARES 10-20 YR TREAS 0.0%
Value $9,752 Shares 94 Est. Cost $109.33 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $9,482 Shares 884 Est. Cost $18.06 Unrealized -42.1%
EXC EXELON CORP COM 0.0%
Value $9,214 Shares 200 Est. Cost $25.25 Unrealized +60.4%
OGE OGE ENERGY CORP USD 0.0%
Value $9,190 Shares 200 Est. Cost $31.52 Unrealized +38.1%
ISRG INTUITIVE SURGICAL 0.0%
Value $8,914 Shares 18 Est. Cost $333.12 Unrealized +66.0%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value $8,646 Shares 410 Est. Cost $21.95 Unrealized
META META PLATFORMS INC 0.0%
Value $8,645 Shares 15 Est. Cost $524.45 Unrealized +22.7%
HSY HERSHEY COMPANY 0.0%
Value $8,551 Shares 50 Est. Cost $217.16 Unrealized -26.7%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value $8,278 Shares 55 Est. Cost $226.63 Unrealized -26.0%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value $8,270 Shares 138 Est. Cost $61.59 Unrealized -5.5%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value $8,243 Shares 258 Est. Cost $31.01 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $8,194 Shares 15 Est. Cost $336.58 Unrealized +75.5%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $7,768 Shares 200 Est. Cost $49.11 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $7,702 Shares 518 Est. Cost $17.01 Unrealized
AMAT APPLIED MATERIALS INC COM 0.0%
Value $7,691 Shares 53 Est. Cost $105.71 Unrealized +57.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $7,668 Shares 25 Est. Cost $240.00 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value $7,464 Shares 89 Est. Cost $38.28 Unrealized +115.7%
SEE SEALED AIR CORPORATION 0.0%
Value $7,366 Shares 255 Est. Cost $40.72 Unrealized -21.3%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value $7,224 Shares 645 Est. Cost $15.50 Unrealized
AMX AMERICA MOVIL NPV ADR 0.0%
Value $7,110 Shares 500 Est. Cost $14.22 Unrealized
HLN HALEON PLC 0.0%
Value $7,017 Shares 682 Est. Cost $5.92 Unrealized
MCK MCKESSON CORPORATION COM 0.0%
Value $6,729 Shares 10 Est. Cost $299.63 Unrealized +105.5%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $6,667 Shares 70 Est. Cost $62.43 Unrealized +38.4%
HANCOCK JOHN PFD INCOME FD 0.0%
Value $6,636 Shares 400 Est. Cost $21.25 Unrealized
LRCX LAM NPV 0.0%
Value $6,543 Shares 90 Est. Cost $74.98 Unrealized +4.2%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value $6,182 Shares 168 Est. Cost $40.70 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $5,880 Shares 150 Est. Cost $28.18 Unrealized +44.4%
INGR INGREDION INC 0.0%
Value $5,678 Shares 42 Est. Cost $85.49 Unrealized +54.5%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value $5,624 Shares 12,499 Est. Cost $2.40 Unrealized -75.6%
WAB WABTEC 0.0%
Value $5,257 Shares 29 Est. Cost $76.03 Unrealized +151.1%
SHEL SHELL PLC NPV ADR 0.0%
Value $4,836 Shares 66 Est. Cost $55.11 Unrealized
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value $4,116 Shares 134 Est. Cost $37.31 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value $3,812 Shares 15 Est. Cost $263.91 Unrealized +9.4%
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value $3,777 Shares 300 Est. Cost $10.38 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $3,750 Shares 20 Est. Cost $107.94 Unrealized +76.4%
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value $3,532 Shares 40 Est. Cost $75.00 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value $3,530 Shares 563 Est. Cost $8.88 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $3,524 Shares 30 Est. Cost $91.33 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $3,254 Shares 50 Est. Cost $38.96 Unrealized +43.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value $3,122 Shares 59 Est. Cost $34.52 Unrealized +76.4%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value $3,072 Shares 75 Est. Cost $40.28 Unrealized +7.3%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value $3,045 Shares 230 Est. Cost $13.04 Unrealized
UNILEVER PLC NPV ADR 0.0%
Value $2,977 Shares 50 Est. Cost $60.00 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $2,878 Shares 50 Est. Cost $52.20 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value $2,802 Shares 322 Est. Cost $12.95 Unrealized -22.6%
VNT VONTIER CORP 0.0%
Value $2,627 Shares 80 Est. Cost $32.62 Unrealized +11.6%
TSLA TESLA INC 0.0%
Value $2,591 Shares 10 Est. Cost $333.26 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value $2,411 Shares 46 Est. Cost $23.72 Unrealized +163.7%
CRON CRONOS GROUP INC 0.0%
Value $2,394 Shares 1,330 Est. Cost $10.59 Unrealized -81.7%
OGN ORGANON & CO 0.0%
Value $2,171 Shares 146 Est. Cost $26.71 Unrealized -43.4%
SAMG SILVERCREST ASSET MGMT 0.0%
Value $2,045 Shares 125 Est. Cost $19.13 Unrealized -7.0%
MET METLIFE INC COM 0.0%
Value $2,007 Shares 25 Est. Cost $47.61 Unrealized +70.5%
ALC ALCON INC 0.0%
Value $1,898 Shares 20 Est. Cost $72.45 Unrealized +23.4%
VFC V F CORP COM 0.0%
Value $1,830 Shares 118 Est. Cost $74.82 Unrealized -70.4%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value $1,715 Shares 41 Est. Cost $44.64 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value $1,675 Shares 150 Est. Cost $42.13 Unrealized
MTCH MATCH GROUP INC 0.0%
Value $1,497 Shares 48 Est. Cost $146.86 Unrealized -78.1%
MRNA MODERNA INC 0.0%
Value $1,417 Shares 50 Est. Cost $155.22 Unrealized -77.1%
BA BOEING COMPANY COM 0.0%
Value $1,364 Shares 8 Est. Cost $222.27 Unrealized -22.1%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value $1,117 Shares 71 Est. Cost $31.42 Unrealized
AVY AVERY DENNISON CORPORATION COM 0.0%
Value $889 Shares 5 Est. Cost $198.94 Unrealized -9.3%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value $819 Shares 315 Est. Cost $7.94 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value $573 Shares 40 Est. Cost $46.93 Unrealized -66.7%
SER SERINA THERAPEUTICS INC 0.0%
Value $158 Shares 28 Est. Cost $9.84 Unrealized -51.9%
TILRAY BRANDS INC 0.0%
Value $136 Shares 210 Est. Cost $23.81 Unrealized
EMBC EMBECTA CORP 0.0%
Value $127 Shares 10 Est. Cost $25.42 Unrealized -39.8%
ZIMVIE INC 0.0%
Value $118 Shares 7 Est. Cost $20.00 Unrealized
IMDX ONCOCYTE CORP NPV 0.0%
Value $76 Shares 25 Est. Cost $3.72 Unrealized -27.4%
CGC CANOPY GROWTH CORP NPV 0.0%
Value $29 Shares 32 Est. Cost $5.96 Unrealized -70.5%