Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 10, 2025

Total Value ($000): $119,768 (100.0% shares, 0.0% debt)

Holdings (368)

MSFT MICROSOFT CORP COM 9.1%
Value ($000) $10,942 Shares 21,999 Est. Cost $225.97 Unrealized +91.3%
AAPL APPLE INC. COM 6.6%
Value ($000) $7,864 Shares 38,328 Est. Cost $126.46 Unrealized +59.3%
JPM JPMORGAN CHASE & CO COM 4.6%
Value ($000) $5,529 Shares 19,072 Est. Cost $132.00 Unrealized +91.4%
GOOGL ALPHABET INC CL A 4.0%
Value ($000) $4,797 Shares 27,221 Est. Cost $109.44 Unrealized +49.2%
NDSN NORDSON CORP NPV 3.1%
Value ($000) $3,688 Shares 17,202 Est. Cost $217.41 Unrealized -9.4%
AMZN AMAZON COM INC 2.8%
Value ($000) $3,333 Shares 15,194 Est. Cost $131.58 Unrealized +50.4%
TJX TJX COMPANIES, INC 2.7%
Value ($000) $3,284 Shares 26,591 Est. Cost $63.51 Unrealized +98.2%
MA MASTERCARD INC CL A 2.5%
Value ($000) $3,020 Shares 5,375 Est. Cost $339.76 Unrealized +62.3%
BAC BANK OF AMER CORP COM 2.2%
Value ($000) $2,597 Shares 54,904 Est. Cost $30.97 Unrealized +33.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.9%
Value ($000) $2,298 Shares 4,730 Est. Cost $247.16 Unrealized +105.5%
ABBV ABBVIE, INC 1.9%
Value ($000) $2,221 Shares 11,968 Est. Cost $116.36 Unrealized +57.0%
RCL ROYAL CARIBBEAN GROUP 1.7%
Value ($000) $2,074 Shares 6,625 Est. Cost $81.21 Unrealized +190.8%
AXP AMERICAN EXPRESS CO COM 1.7%
Value ($000) $2,039 Shares 6,392 Est. Cost $124.36 Unrealized +124.6%
RTX RTX CORPORATION COM 1.6%
Value ($000) $1,970 Shares 13,492 Est. Cost $69.05 Unrealized +90.8%
BLK BLACKROCK INC NPV 1.6%
Value ($000) $1,944 Shares 1,853 Est. Cost $990.65 Unrealized -5.8%
UNP UNION PAC CORP COM 1.6%
Value ($000) $1,937 Shares 8,418 Est. Cost $188.09 Unrealized +16.2%
V VISA INC 1.6%
Value ($000) $1,878 Shares 5,290 Est. Cost $203.18 Unrealized +70.8%
TEL TE CONNECTIVITY PLC 1.5%
Value ($000) $1,828 Shares 10,839 Est. Cost $146.81 Unrealized +2.8%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $1,790 Shares 25,798 Est. Cost $40.89 Unrealized +47.7%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $1,667 Shares 5,344 Est. Cost $319.66 Unrealized +17.3%
SMH VANECK SEMICONDUCTOR ETF 1.4%
Value ($000) $1,661 Shares 5,955 Est. Cost $209.74 Unrealized
CVX CHEVRON CORPORATION COM 1.3%
Value ($000) $1,595 Shares 11,137 Est. Cost $79.58 Unrealized +72.2%
PNR PENTAIR PLC 1.3%
Value ($000) $1,501 Shares 14,620 Est. Cost $54.52 Unrealized +70.4%
GLW CORNING INC COM 1.2%
Value ($000) $1,485 Shares 28,240 Est. Cost $33.77 Unrealized +37.1%
SYK STRYKER CORP COM 1.2%
Value ($000) $1,403 Shares 3,546 Est. Cost $229.77 Unrealized +61.7%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $1,384 Shares 12,835 Est. Cost $46.58 Unrealized +124.4%
LLY LILLY ELI & CO COM 1.1%
Value ($000) $1,282 Shares 1,644 Est. Cost $526.80 Unrealized +46.8%
WM WASTE MANAGEMENT INC COM 1.0%
Value ($000) $1,254 Shares 5,480 Est. Cost $149.30 Unrealized +53.8%
HD HOME DEPOT INC COM 1.0%
Value ($000) $1,245 Shares 3,396 Est. Cost $257.16 Unrealized +38.4%
TXN TEXAS INSTRS INC COM 1.0%
Value ($000) $1,154 Shares 5,557 Est. Cost $151.36 Unrealized +15.1%
DIS DISNEY WALT CO COM 0.9%
Value ($000) $1,092 Shares 8,810 Est. Cost $179.14 Unrealized -42.6%
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $1,091 Shares 12,002 Est. Cost $70.21 Unrealized +28.3%
VPU VANGUARD UTILITIES ETF 0.9%
Value ($000) $1,086 Shares 6,154 Est. Cost $143.44 Unrealized
PEP PEPSICO INC COM 0.9%
Value ($000) $1,083 Shares 8,202 Est. Cost $118.55 Unrealized +10.5%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,065 Shares 3,644 Est. Cost $210.64 Unrealized +44.1%
ABT ABBOTT LABS COM 0.8%
Value ($000) $1,004 Shares 7,383 Est. Cost $113.85 Unrealized +14.7%
PRU PRUDENTIAL FINANCIAL, INC COM 0.8%
Value ($000) $947 Shares 8,812 Est. Cost $68.53 Unrealized +46.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $864 Shares 2,932 Est. Cost $116.14 Unrealized +118.5%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $802 Shares 4,831 Est. Cost $47.90 Unrealized +208.8%
DHR DANAHER CORPORATION COM 0.7%
Value ($000) $801 Shares 4,054 Est. Cost $198.70 Unrealized -2.9%
GOOG ALPHABET INC CL C 0.7%
Value ($000) $779 Shares 4,392 Est. Cost $116.43 Unrealized +41.6%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $775 Shares 4,867 Est. Cost $135.27 Unrealized +18.9%
CMCSA COMCAST CORP NEW COM CL A 0.6%
Value ($000) $767 Shares 21,487 Est. Cost $45.80 Unrealized -26.0%
GILD GILEAD SCIENCES COM 0.6%
Value ($000) $765 Shares 6,904 Est. Cost $54.18 Unrealized +92.7%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.6%
Value ($000) $764 Shares 1,237 Est. Cost $485.38 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $637 Shares 2,475 Est. Cost $63.72 Unrealized +243.1%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $634 Shares 4,010 Est. Cost $99.85 Unrealized +26.0%
STZ CONSTELLATION BRANDS CLASS A 0.5%
Value ($000) $607 Shares 3,732 Est. Cost $207.50 Unrealized -14.9%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $607 Shares 8,742 Est. Cost $68.82 Unrealized -1.0%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $596 Shares 6,692 Est. Cost $91.90 Unrealized
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $546 Shares 6,816 Est. Cost $31.89 Unrealized +123.1%
CARR CARRIER GLOBAL CORP COM 0.5%
Value ($000) $546 Shares 7,460 Est. Cost $37.58 Unrealized +79.2%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value ($000) $532 Shares 6,059 Est. Cost $87.87 Unrealized
CSX CSX CORP 0.4%
Value ($000) $461 Shares 14,121 Est. Cost $30.16 Unrealized -1.3%
IWF ISHARES RUS 1000 GROWTH ETF 0.4%
Value ($000) $446 Shares 1,051 Est. Cost $245.07 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $443 Shares 2,900 Est. Cost $150.28 Unrealized +0.4%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $441 Shares 4,935 Est. Cost $82.76 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.4%
Value ($000) $428 Shares 1,388 Est. Cost $156.66 Unrealized +93.0%
MCHP MICROCHIP TECHNOLOGY INC COM 0.4%
Value ($000) $427 Shares 6,063 Est. Cost $70.77 Unrealized -23.9%
STT STATE STR CORP COM 0.3%
Value ($000) $401 Shares 3,770 Est. Cost $66.91 Unrealized +35.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $348 Shares 612 Est. Cost $415.85 Unrealized
NKE NIKE CORP COM 0.3%
Value ($000) $342 Shares 4,815 Est. Cost $127.06 Unrealized -53.5%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $342 Shares 7,897 Est. Cost $40.69 Unrealized +2.8%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $340 Shares 2,444 Est. Cost $137.69 Unrealized +2.5%
COR CENCORA INC 0.3%
Value ($000) $337 Shares 1,125 Est. Cost $98.33 Unrealized +191.7%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $332 Shares 3,705 Est. Cost $43.26 Unrealized +103.5%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $315 Shares 615 Est. Cost $424.73 Unrealized +13.6%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $309 Shares 1,329 Est. Cost $176.65 Unrealized +13.0%
GD GENERAL DYNAMICS COM 0.3%
Value ($000) $300 Shares 1,028 Est. Cost $160.68 Unrealized +69.6%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $248 Shares 3,135 Est. Cost $63.91 Unrealized +21.1%
ACN ACCENTURE PLC 0.2%
Value ($000) $238 Shares 796 Est. Cost $244.41 Unrealized +23.9%
ORCL ORACLE CORP COM 0.2%
Value ($000) $230 Shares 1,054 Est. Cost $60.61 Unrealized +165.3%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $227 Shares 586 Est. Cost $197.26 Unrealized +67.7%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $224 Shares 1,690 Est. Cost $114.08 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $222 Shares 479 Est. Cost $423.56 Unrealized +8.4%
CI CIGNA CORP 0.2%
Value ($000) $218 Shares 660 Est. Cost $216.79 Unrealized +46.6%
MS MORGAN STANLEY COM 0.2%
Value ($000) $218 Shares 1,545 Est. Cost $77.09 Unrealized +56.9%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $209 Shares 947 Est. Cost $192.19 Unrealized +9.5%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $208 Shares 3,547 Est. Cost $30.41 Unrealized +84.0%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.2%
Value ($000) $205 Shares 1,872 Est. Cost $110.50 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.2%
Value ($000) $205 Shares 4,419 Est. Cost $51.04 Unrealized -7.5%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $198 Shares 1,047 Est. Cost $543.91 Unrealized -67.5%
KO COCA COLA CO COM 0.2%
Value ($000) $195 Shares 2,753 Est. Cost $47.79 Unrealized +46.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $193 Shares 1,060 Est. Cost $69.34 Unrealized +141.4%
ITW ILLINOIS TOOL WORKS INC COM 0.2%
Value ($000) $192 Shares 778 Est. Cost $195.58 Unrealized +21.3%
APD AIR PRODUCTS & CHEMS INC COM 0.2%
Value ($000) $192 Shares 682 Est. Cost $240.16 Unrealized +11.6%
ETN EATON CORP PLC 0.2%
Value ($000) $184 Shares 516 Est. Cost $151.69 Unrealized +102.2%
GEV GE VERNOVA INC 0.2%
Value ($000) $181 Shares 343 Est. Cost $158.10 Unrealized +163.1%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $178 Shares 1,469 Est. Cost $86.57 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $177 Shares 179 Est. Cost $661.45 Unrealized +49.8%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $169 Shares 2,730 Est. Cost $104.55 Unrealized
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $166 Shares 544 Est. Cost $170.02 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $158 Shares 733 Est. Cost $211.11 Unrealized
T AT&T INC COM 0.1%
Value ($000) $158 Shares 5,466 Est. Cost $15.57 Unrealized +73.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $153 Shares 1,836 Est. Cost $78.40 Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $151 Shares 1,600 Est. Cost $41.08 Unrealized +108.9%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $147 Shares 1,106 Est. Cost $77.81 Unrealized +45.9%
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value ($000) $147 Shares 4,750 Est. Cost $29.11 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $146 Shares 725 Est. Cost $97.70 Unrealized +101.5%
TGT TARGET CORP COM 0.1%
Value ($000) $144 Shares 1,460 Est. Cost $155.25 Unrealized -39.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $144 Shares 2,395 Est. Cost $57.65 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $143 Shares 1,418 Est. Cost $73.75 Unrealized +30.4%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $143 Shares 1,020 Est. Cost $125.91 Unrealized
LIN LINDE PLC NPV 0.1%
Value ($000) $142 Shares 302 Est. Cost $324.49 Unrealized +39.4%
INTC INTEL CORP COM 0.1%
Value ($000) $141 Shares 6,292 Est. Cost $51.51 Unrealized -59.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $135 Shares 609 Est. Cost $183.68 Unrealized +20.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $132 Shares 471 Est. Cost $205.71 Unrealized +35.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $130 Shares 3,000 Est. Cost $30.35 Unrealized +24.2%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $127 Shares 987 Est. Cost $112.83 Unrealized +16.7%
HIG HARTFORD INSURANCE GRP INC COM 0.1%
Value ($000) $127 Shares 1,000 Est. Cost $67.68 Unrealized +81.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $125 Shares 1,851 Est. Cost $51.81 Unrealized +25.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $121 Shares 1,029 Est. Cost $75.89 Unrealized +52.1%
AVGO BROADCOM INC 0.1%
Value ($000) $119 Shares 430 Est. Cost $215.92 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL 0.1%
Value ($000) $119 Shares 557 Est. Cost $185.05 Unrealized 0.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $111 Shares 400 Est. Cost $274.27 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $110 Shares 123 Est. Cost $285.88 Unrealized +161.8%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $109 Shares 1,300 Est. Cost $57.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $109 Shares 425 Est. Cost $228.57 Unrealized +2.0%
WMT WALMART INC COM 0.1%
Value ($000) $106 Shares 1,085 Est. Cost $64.98 Unrealized +45.8%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $104 Shares 1,200 Est. Cost $58.39 Unrealized +54.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $99 Shares 540 Est. Cost $121.67 Unrealized +40.1%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $99 Shares 588 Est. Cost $48.93 Unrealized +200.7%
CMI CUMMINS INC 0.1%
Value ($000) $91 Shares 279 Est. Cost $207.83 Unrealized +47.1%
PSX PHILLIPS 66 0.1%
Value ($000) $90 Shares 756 Est. Cost $73.91 Unrealized +48.1%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $88 Shares 160 Est. Cost $281.25 Unrealized
EFX EQUIFAX INC COM 0.1%
Value ($000) $87 Shares 337 Est. Cost $171.55 Unrealized +47.5%
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $86 Shares 1,517 Est. Cost $58.48 Unrealized -9.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $84 Shares 311 Est. Cost $197.66 Unrealized +27.7%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $83 Shares 125 Est. Cost $347.57 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $83 Shares 900 Est. Cost $91.97 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $82 Shares 329 Est. Cost $227.96 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $81 Shares 822 Est. Cost $62.66 Unrealized +52.3%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $81 Shares 1,171 Est. Cost $62.28 Unrealized +3.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $80 Shares 440 Est. Cost $171.01 Unrealized
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $78 Shares 711 Est. Cost $69.77 Unrealized
AFL AFLAC, INC. COM 0.1%
Value ($000) $76 Shares 720 Est. Cost $63.71 Unrealized +62.7%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $73 Shares 70 Est. Cost $366.83 Unrealized +181.7%
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $71 Shares 1,700 Est. Cost $38.74 Unrealized -2.7%
EEM ISHARES MSCI EMG MKT ETF 0.1%
Value ($000) $70 Shares 1,460 Est. Cost $48.24 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $70 Shares 515 Est. Cost $118.45 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $70 Shares 100 Est. Cost $276.14 Unrealized +127.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $69 Shares 12 Est. Cost $3639.86 Unrealized +40.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $64 Shares 400 Est. Cost $133.00 Unrealized +9.0%
FISV FISERV INC COM 0.1%
Value ($000) $61 Shares 355 Est. Cost $114.76 Unrealized +58.0%
EXE EXPAND ENERGY CORP 0.1%
Value ($000) $61 Shares 520 Est. Cost $89.24 Unrealized +22.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $60 Shares 880 Est. Cost $29.78 Unrealized -8.3%
CLX CLOROX CO 0.1%
Value ($000) $60 Shares 500 Est. Cost $165.03 Unrealized -21.0%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $60 Shares 2,607 Est. Cost $23.45 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $59 Shares 80 Est. Cost $599.33 Unrealized +2.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $59 Shares 640 Est. Cost $49.84 Unrealized +76.6%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $59 Shares 474 Est. Cost $96.89 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $58 Shares 218 Est. Cost $133.15 Unrealized +95.8%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $57 Shares 4,760 Est. Cost $10.43 Unrealized
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $56 Shares 290 Est. Cost $148.72 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $56 Shares 646 Est. Cost $99.14 Unrealized -15.8%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $53 Shares 644 Est. Cost $85.01 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.0%
Value ($000) $53 Shares 1,074 Est. Cost $45.86 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $52 Shares 215 Est. Cost $168.03 Unrealized +39.9%
WELL WELLTOWER INC 0.0%
Value ($000) $52 Shares 338 Est. Cost $59.03 Unrealized +150.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $52 Shares 500 Est. Cost $67.49 Unrealized +51.1%
INTU INTUIT INC 0.0%
Value ($000) $51 Shares 65 Est. Cost $395.01 Unrealized +70.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $51 Shares 265 Est. Cost $182.34 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $30.70 Unrealized +30.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $49 Shares 430 Est. Cost $130.10 Unrealized -18.3%
TOST TOAST INC 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $35.98 Unrealized +9.2%
EVR EVERCORE INC 0.0%
Value ($000) $49 Shares 180 Est. Cost $111.29 Unrealized +96.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $48 Shares 236 Est. Cost $175.21 Unrealized +6.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $48 Shares 150 Est. Cost $122.03 Unrealized +168.4%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $44 Shares 769 Est. Cost $42.03 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $44 Shares 100 Est. Cost $175.88 Unrealized +123.4%
CTVA CORTEVA INC 0.0%
Value ($000) $43 Shares 583 Est. Cost $43.20 Unrealized +53.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $43 Shares 182 Est. Cost $150.04 Unrealized +37.3%
BDX BECTON-DICKINSON & CO COM 0.0%
Value ($000) $42 Shares 245 Est. Cost $225.70 Unrealized -20.0%
CME CME GROUP INC COM 0.0%
Value ($000) $42 Shares 151 Est. Cost $184.77 Unrealized +45.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $41 Shares 530 Est. Cost $72.65 Unrealized +4.4%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $41 Shares 3,000 Est. Cost $11.83 Unrealized +1.2%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $41 Shares 450 Est. Cost $90.90 Unrealized +0.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $40 Shares 398 Est. Cost $165.07 Unrealized
MKC MCCORMICK & CO COM 0.0%
Value ($000) $40 Shares 528 Est. Cost $80.22 Unrealized -8.5%
ATR APTARGROUP INC USD 0.0%
Value ($000) $40 Shares 253 Est. Cost $129.38 Unrealized +15.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $39 Shares 378 Est. Cost $74.07 Unrealized +40.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $39 Shares 575 Est. Cost $54.03 Unrealized +25.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $38 Shares 840 Est. Cost $25.56 Unrealized +71.3%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $37 Shares 148 Est. Cost $134.83 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $37 Shares 120 Est. Cost $288.38 Unrealized -1.6%
IRM IRON MTN I COM NPV 0.0%
Value ($000) $36 Shares 353 Est. Cost $27.21 Unrealized +237.9%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $36 Shares 686 Est. Cost $48.95 Unrealized +9.9%
WAT WATERS CORPORATION 0.0%
Value ($000) $35 Shares 100 Est. Cost $273.06 Unrealized +25.9%
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $33 Shares 277 Est. Cost $119.66 Unrealized -7.8%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $33 Shares 498 Est. Cost $103.97 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $32 Shares 56 Est. Cost $482.14 Unrealized
BA BOEING COMPANY COM 0.0%
Value ($000) $30 Shares 145 Est. Cost $190.72 Unrealized -1.0%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $30 Shares 148 Est. Cost $146.86 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $30 Shares 194 Est. Cost $120.27 Unrealized +17.4%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $29 Shares 465 Est. Cost $45.16 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $11.56 Unrealized +131.5%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $29 Shares 55 Est. Cost $224.46 Unrealized +118.4%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $29 Shares 2,578 Est. Cost $14.87 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $29 Shares 450 Est. Cost $70.27 Unrealized -14.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $28 Shares 310 Est. Cost $94.33 Unrealized -9.7%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $28 Shares 160 Est. Cost $138.01 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $28 Shares 129 Est. Cost $107.02 Unrealized +108.5%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $45.14 Unrealized -13.7%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $28 Shares 322 Est. Cost $38.62 Unrealized +112.3%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $27 Shares 527 Est. Cost $50.67 Unrealized +3.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $27 Shares 297 Est. Cost $142.39 Unrealized -32.6%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $83.33 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $27 Shares 69 Est. Cost $300.80 Unrealized +31.9%
ROST ROSS STORES INC 0.0%
Value ($000) $27 Shares 210 Est. Cost $112.20 Unrealized +22.8%
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $26 Shares 390 Est. Cost $51.12 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $25 Shares 250 Est. Cost $124.41 Unrealized -24.4%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $43.04 Unrealized +5.9%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $70.50 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $24 Shares 350 Est. Cost $53.34 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $24 Shares 198 Est. Cost $43.54 Unrealized +132.7%
BIL SPDR BLOOMBRG 1-3 T BILLS ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $24 Shares 782 Est. Cost $70.48 Unrealized -57.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $23 Shares 308 Est. Cost $68.61 Unrealized +3.6%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 730 Est. Cost $30.81 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $23 Shares 241 Est. Cost $131.04 Unrealized -32.4%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $46.24 Unrealized +17.8%
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 270 Est. Cost $71.20 Unrealized 0.0%
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value ($000) $23 Shares 266 Est. Cost $83.33 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $23 Shares 204 Est. Cost $44.44 Unrealized +151.8%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $22 Shares 829 Est. Cost $28.03 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $22 Shares 275 Est. Cost $66.67 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $22 Shares 390 Est. Cost $56.41 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $22 Shares 342 Est. Cost $70.82 Unrealized -16.3%
DOW DOW INC 0.0%
Value ($000) $21 Shares 812 Est. Cost $47.24 Unrealized -41.2%
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $21 Shares 1,200 Est. Cost $15.97 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $21 Shares 66 Est. Cost $47.25 Unrealized +458.4%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $139.44 Unrealized
GSK GSK PLC 25P ADR 0.0%
Value ($000) $21 Shares 545 Est. Cost $30.08 Unrealized
TOTAL ENERGIES SE ADR 0.0%
Value ($000) $21 Shares 337 Est. Cost $61.38 Unrealized
USIG ISHARES INVT GRD BD 0.0%
Value ($000) $20 Shares 396 Est. Cost $52.58 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $20 Shares 50 Est. Cost $491.91 Unrealized -15.2%
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $20 Shares 184 Est. Cost $118.41 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $93.63 Unrealized
DE DEERE & CO 0.0%
Value ($000) $19 Shares 38 Est. Cost $314.88 Unrealized +53.9%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $19 Shares 263 Est. Cost $63.34 Unrealized +3.0%
EATON VANCE SR CEF TR 0.0%
Value ($000) $19 Shares 1,586 Est. Cost $13.24 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $19 Shares 56 Est. Cost $224.39 Unrealized +53.2%
LRCX LAM NPV 0.0%
Value ($000) $18 Shares 190 Est. Cost $77.02 Unrealized +2.4%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $18 Shares 300 Est. Cost $57.70 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $18 Shares 91 Est. Cost $120.25 Unrealized +43.8%
GERN GERON CORP 0.0%
Value ($000) $18 Shares 12,500 Est. Cost $1.79 Unrealized -20.6%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $17 Shares 688 Est. Cost $43.61 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $17 Shares 250 Est. Cost $83.88 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $17 Shares 24 Est. Cost $424.77 Unrealized +34.6%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $17 Shares 493 Est. Cost $23.71 Unrealized +43.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $16 Shares 113 Est. Cost $80.38 Unrealized +83.5%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $16 Shares 160 Est. Cost $86.52 Unrealized 0.0%
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $16 Shares 50 Est. Cost $239.47 Unrealized +15.5%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $40.00 Unrealized -25.8%
EL ESTEE LAUDER COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $251.58 Unrealized -74.7%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $16 Shares 70 Est. Cost $234.19 Unrealized -8.1%
UTL UNITIL CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.68 Unrealized +26.9%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $16 Shares 106 Est. Cost $94.34 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $15 Shares 360 Est. Cost $43.57 Unrealized -12.8%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $15 Shares 28 Est. Cost $400.89 Unrealized +30.4%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $63.54 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $15 Shares 599 Est. Cost $28.42 Unrealized -21.4%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $14 Shares 231 Est. Cost $60.91 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $161.79 Unrealized +54.0%
GRMN GARMIN LTD 0.0%
Value ($000) $14 Shares 65 Est. Cost $196.09 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $13 Shares 34 Est. Cost $509.83 Unrealized -24.4%
CNC CENTENE CORP 0.0%
Value ($000) $13 Shares 240 Est. Cost $73.30 Unrealized -20.0%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $13 Shares 29 Est. Cost $302.09 Unrealized +43.8%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $13 Shares 180 Est. Cost $63.84 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 173 Est. Cost $71.08 Unrealized -2.2%
SJM SMUCKER J M CO COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $100.50 Unrealized +6.7%
USB U.S. BANCORP COM 0.0%
Value ($000) $12 Shares 269 Est. Cost $40.18 Unrealized +1.4%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.58 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.22 Unrealized
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value ($000) $11 Shares 238 Est. Cost $42.20 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $11 Shares 12,499 Est. Cost $2.40 Unrealized -75.3%
SAP SAP AG SPONS ADR 0.0%
Value ($000) $11 Shares 36 Est. Cost $304.08 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $9.51 Unrealized +3.8%
NFLX NETFLIX INC 0.0%
Value ($000) $11 Shares 8 Est. Cost $113.07 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.93 Unrealized -8.6%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $1.21 Unrealized -4.2%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $10 Shares 410 Est. Cost $21.95 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 854 Est. Cost $18.06 Unrealized -48.4%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $10 Shares 53 Est. Cost $105.71 Unrealized +49.0%
TLH ISHARES 10-20 YR TREAS 0.0%
Value ($000) $10 Shares 94 Est. Cost $109.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 350 Est. Cost $29.81 Unrealized -10.6%
AMX AMERICA MOVIL NPV ADR 0.0%
Value ($000) $9 Shares 500 Est. Cost $14.22 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.52 Unrealized +40.8%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $57.67 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $9 Shares 340 Est. Cost $27.88 Unrealized -8.3%
EXC EXELON CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $25.25 Unrealized +72.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $101.18 Unrealized 0.0%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.11 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $240.00 Unrealized
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $226.63 Unrealized -41.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 50 Est. Cost $217.16 Unrealized -25.6%
NOW SERVICENOW INC 0.0%
Value ($000) $8 Shares 8 Est. Cost $188.66 Unrealized 0.0%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.01 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $8 Shares 89 Est. Cost $38.28 Unrealized +119.3%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $8 Shares 518 Est. Cost $17.01 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $8 Shares 255 Est. Cost $40.72 Unrealized -28.1%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $7 Shares 10 Est. Cost $299.63 Unrealized +134.9%
HLN HALEON PLC 0.0%
Value ($000) $7 Shares 682 Est. Cost $5.92 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $7 Shares 645 Est. Cost $15.50 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $266.04 Unrealized 0.0%
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $6 Shares 400 Est. Cost $21.25 Unrealized
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 +43.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $28.18 Unrealized +29.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 4 Est. Cost $1314.14 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $85.49 Unrealized +57.9%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $263.91 Unrealized +21.5%
ING ING GROEP V N SPONSORED ADR 0.0%
Value ($000) $6 Shares 259 Est. Cost $21.86 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.88 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $413.52 Unrealized 0.0%
SPGI S & P GLOBAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $496.65 Unrealized 0.0%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $5 Shares 66 Est. Cost $55.11 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $109.97 Unrealized 0.0%
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.38 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $460.83 Unrealized 0.0%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $4 Shares 102 Est. Cost $21.28 Unrealized +69.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.58 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $415.08 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $91.33 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $69.29 Unrealized -62.0%
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $37.31 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $75.00 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $326.14 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 59 Est. Cost $34.52 Unrealized +60.3%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $107.94 Unrealized +66.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.87 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $78.38 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.28 Unrealized -4.3%
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
CP CANADIAN PACIFIC KANSAS CITY LTD NPV 0.0%
Value ($000) $3 Shares 40 Est. Cost $76.59 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $67.18 Unrealized 0.0%
SNY SANOFI COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.31 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.62 Unrealized +4.4%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $78.91 Unrealized 0.0%
POOL POOL CARPO 0.0%
Value ($000) $3 Shares 10 Est. Cost $299.22 Unrealized 0.0%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 322 Est. Cost $12.95 Unrealized -36.7%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $38.96 Unrealized +41.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $3 Shares 1,330 Est. Cost $10.59 Unrealized -82.1%
BX BLACKSTONE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $135.11 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +59.3%
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -21.0%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $2 Shares 150 Est. Cost $42.13 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.64 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.40 Unrealized 0.0%
MTCH MATCH GROUP INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $146.86 Unrealized -79.9%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $1 Shares 71 Est. Cost $31.42 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $333.26 Unrealized -9.6%
CE CELANESE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.77 Unrealized 0.0%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -13.2%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $74.82 Unrealized -83.4%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $1 Shares 315 Est. Cost $7.94 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $46.93 Unrealized -73.2%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.03 Unrealized +152.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.71 Unrealized -61.6%
SER SERINA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.84 Unrealized -42.3%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.42 Unrealized -57.2%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
IMDX INSIGHT MOLECULAR DIAGNOSTIC 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.72 Unrealized -18.8%
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized -77.7%