Piscataqua Savings Bank Diversified Active

CIK: 0001855835 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $128,085 (100.0% shares, 0.0% debt)

Holdings (350)

MSFT MICROSOFT CORP COM 8.6%
Value ($000) $10,952 Shares 21,145 Est. Cost $225.97 Unrealized +125.1%
AAPL APPLE INC. COM 7.5%
Value ($000) $9,610 Shares 37,740 Est. Cost $126.46 Unrealized +78.4%
GOOGL ALPHABET INC CL A 5.1%
Value ($000) $6,488 Shares 26,688 Est. Cost $109.44 Unrealized +91.2%
JPM JPMORGAN CHASE & CO COM 4.6%
Value ($000) $5,902 Shares 18,713 Est. Cost $132.00 Unrealized +124.2%
TJX TJX COMPANIES, INC 2.9%
Value ($000) $3,767 Shares 26,060 Est. Cost $63.51 Unrealized +108.3%
NDSN NORDSON CORP NPV 2.8%
Value ($000) $3,564 Shares 15,702 Est. Cost $217.41 Unrealized +0.7%
AMZN AMAZON COM INC 2.6%
Value ($000) $3,301 Shares 15,034 Est. Cost $131.58 Unrealized +72.0%
MA MASTERCARD INC CL A 2.3%
Value ($000) $2,951 Shares 5,188 Est. Cost $339.76 Unrealized +68.8%
BAC BANK OF AMER CORP COM 2.2%
Value ($000) $2,780 Shares 53,895 Est. Cost $30.97 Unrealized +56.1%
ABBV ABBVIE, INC 2.1%
Value ($000) $2,658 Shares 11,478 Est. Cost $116.36 Unrealized +73.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.8%
Value ($000) $2,357 Shares 4,688 Est. Cost $247.16 Unrealized +96.0%
RTX RTX CORPORATION COM 1.7%
Value ($000) $2,234 Shares 13,354 Est. Cost $69.05 Unrealized +123.4%
TEL TE CONNECTIVITY PLC 1.7%
Value ($000) $2,230 Shares 10,157 Est. Cost $146.81 Unrealized +36.2%
GLW CORNING INC COM 1.7%
Value ($000) $2,190 Shares 26,701 Est. Cost $33.77 Unrealized +92.4%
BLK BLACKROCK INC NPV 1.7%
Value ($000) $2,131 Shares 1,828 Est. Cost $990.65 Unrealized +11.9%
RCL ROYAL CARIBBEAN GROUP 1.7%
Value ($000) $2,120 Shares 6,552 Est. Cost $81.21 Unrealized +308.9%
AXP AMERICAN EXPRESS CO COM 1.6%
Value ($000) $2,087 Shares 6,282 Est. Cost $124.36 Unrealized +154.5%
UNP UNION PAC CORP COM 1.5%
Value ($000) $1,959 Shares 8,289 Est. Cost $188.09 Unrealized +18.6%
SMH VANECK SEMICONDUCTOR ETF 1.5%
Value ($000) $1,902 Shares 5,828 Est. Cost $209.74 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $1,815 Shares 5,258 Est. Cost $319.66 Unrealized -6.5%
V VISA INC 1.4%
Value ($000) $1,795 Shares 5,258 Est. Cost $203.18 Unrealized +69.9%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $1,747 Shares 25,537 Est. Cost $40.89 Unrealized +64.8%
CVX CHEVRON CORPORATION COM 1.3%
Value ($000) $1,707 Shares 10,995 Est. Cost $79.58 Unrealized +91.4%
PNR PENTAIR PLC 1.2%
Value ($000) $1,599 Shares 14,439 Est. Cost $54.52 Unrealized +95.3%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $1,445 Shares 12,815 Est. Cost $46.58 Unrealized +135.5%
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,366 Shares 3,371 Est. Cost $257.16 Unrealized +51.3%
SYK STRYKER CORP COM 1.0%
Value ($000) $1,299 Shares 3,515 Est. Cost $229.77 Unrealized +67.4%
LLY LILLY ELI & CO COM 1.0%
Value ($000) $1,262 Shares 1,654 Est. Cost $526.80 Unrealized +40.9%
GE GE AEROSPACE 1.0%
Value ($000) $1,260 Shares 4,190 Est. Cost $149.25 Unrealized +82.7%
WM WASTE MANAGEMENT INC COM 0.9%
Value ($000) $1,199 Shares 5,432 Est. Cost $149.30 Unrealized +49.8%
VPU VANGUARD UTILITIES ETF 0.9%
Value ($000) $1,148 Shares 6,061 Est. Cost $143.44 Unrealized
PEP PEPSICO INC COM 0.9%
Value ($000) $1,144 Shares 8,149 Est. Cost $118.55 Unrealized +18.5%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,098 Shares 3,614 Est. Cost $210.64 Unrealized +43.1%
GOOG ALPHABET INC CL C 0.8%
Value ($000) $1,065 Shares 4,372 Est. Cost $116.43 Unrealized +80.3%
TXN TEXAS INSTRS INC COM 0.8%
Value ($000) $1,021 Shares 5,557 Est. Cost $151.36 Unrealized +27.7%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $996 Shares 8,697 Est. Cost $179.14 Unrealized -34.7%
ABT ABBOTT LABS COM 0.8%
Value ($000) $973 Shares 7,263 Est. Cost $113.85 Unrealized +14.7%
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $949 Shares 11,878 Est. Cost $70.21 Unrealized +20.6%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $931 Shares 4,831 Est. Cost $47.90 Unrealized +264.3%
PRU PRUDENTIAL FINANCIAL, INC COM 0.7%
Value ($000) $904 Shares 8,718 Est. Cost $68.53 Unrealized +50.6%
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.7%
Value ($000) $844 Shares 1,267 Est. Cost $489.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $827 Shares 2,932 Est. Cost $116.14 Unrealized +123.5%
DHR DANAHER CORPORATION COM 0.6%
Value ($000) $775 Shares 3,909 Est. Cost $198.70 Unrealized -0.2%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $748 Shares 4,867 Est. Cost $135.27 Unrealized +14.5%
GILD GILEAD SCIENCES COM 0.5%
Value ($000) $695 Shares 6,262 Est. Cost $54.18 Unrealized +107.3%
CMCSA COMCAST CORP NEW COM CL A 0.5%
Value ($000) $666 Shares 21,189 Est. Cost $45.80 Unrealized -27.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $657 Shares 8,702 Est. Cost $68.82 Unrealized +4.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $618 Shares 3,310 Est. Cost $99.85 Unrealized +74.5%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $605 Shares 6,623 Est. Cost $91.90 Unrealized
GEV GE VERNOVA INC 0.4%
Value ($000) $561 Shares 913 Est. Cost $437.43 Unrealized +38.4%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $560 Shares 6,684 Est. Cost $31.89 Unrealized +152.4%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value ($000) $531 Shares 5,922 Est. Cost $87.87 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $530 Shares 2,860 Est. Cost $150.28 Unrealized +12.8%
CSX CSX CORP 0.4%
Value ($000) $501 Shares 14,121 Est. Cost $30.16 Unrealized +12.5%
STZ CONSTELLATION BRANDS CLASS A 0.4%
Value ($000) $494 Shares 3,667 Est. Cost $207.50 Unrealized -24.1%
CARR CARRIER GLOBAL CORP COM 0.3%
Value ($000) $440 Shares 7,379 Est. Cost $37.58 Unrealized +80.0%
STT STATE STR CORP COM 0.3%
Value ($000) $437 Shares 3,770 Est. Cost $66.91 Unrealized +64.5%
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value ($000) $436 Shares 931 Est. Cost $245.07 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $436 Shares 4,666 Est. Cost $82.76 Unrealized
VTES VANGUARD WELLINGTON FD ST EX BOND ETF 0.3%
Value ($000) $408 Shares 4,000 Est. Cost $101.92 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $391 Shares 1,332 Est. Cost $156.66 Unrealized +90.1%
MCHP MICROCHIP TECHNOLOGY INC COM 0.3%
Value ($000) $389 Shares 6,063 Est. Cost $70.77 Unrealized -5.5%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $358 Shares 611 Est. Cost $424.73 Unrealized +28.9%
COR CENCORA INC 0.3%
Value ($000) $352 Shares 1,125 Est. Cost $98.33 Unrealized +198.5%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $350 Shares 3,705 Est. Cost $43.26 Unrealized +115.6%
GD GENERAL DYNAMICS COM 0.3%
Value ($000) $347 Shares 1,018 Est. Cost $160.68 Unrealized +95.3%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $344 Shares 562 Est. Cost $415.85 Unrealized
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $340 Shares 2,444 Est. Cost $137.69 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $334 Shares 7,597 Est. Cost $40.69 Unrealized +4.4%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $332 Shares 1,373 Est. Cost $225.49 Unrealized
NKE NIKE CORP COM 0.3%
Value ($000) $329 Shares 4,713 Est. Cost $127.06 Unrealized -41.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $274 Shares 1,304 Est. Cost $176.65 Unrealized +17.2%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $263 Shares 3,135 Est. Cost $63.91 Unrealized +26.8%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $240 Shares 1,690 Est. Cost $114.08 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $235 Shares 470 Est. Cost $423.56 Unrealized +5.8%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $234 Shares 3,547 Est. Cost $30.41 Unrealized +102.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $220 Shares 782 Est. Cost $60.61 Unrealized +319.3%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.2%
Value ($000) $218 Shares 1,837 Est. Cost $110.50 Unrealized
MS MORGAN STANLEY COM 0.2%
Value ($000) $214 Shares 1,345 Est. Cost $77.09 Unrealized +90.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $213 Shares 446 Est. Cost $197.26 Unrealized +115.6%
ACN ACCENTURE PLC 0.2%
Value ($000) $196 Shares 796 Est. Cost $244.41 Unrealized +6.6%
GLD SPDR GOLD TRUST ETF 0.2%
Value ($000) $193 Shares 544 Est. Cost $170.02 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $193 Shares 516 Est. Cost $151.69 Unrealized +139.5%
BMY BRISTOL MYERS SQUIBB COM 0.2%
Value ($000) $193 Shares 4,279 Est. Cost $51.04 Unrealized -10.8%
CI CIGNA CORP 0.1%
Value ($000) $190 Shares 660 Est. Cost $216.79 Unrealized +35.2%
APD AIR PRODUCTS & CHEMS INC COM 0.1%
Value ($000) $186 Shares 682 Est. Cost $240.16 Unrealized +18.9%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value ($000) $183 Shares 1,429 Est. Cost $86.57 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $183 Shares 2,753 Est. Cost $47.79 Unrealized +42.1%
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $183 Shares 700 Est. Cost $195.58 Unrealized +31.6%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $182 Shares 947 Est. Cost $192.19 Unrealized +6.4%
T AT&T INC COM 0.1%
Value ($000) $173 Shares 6,116 Est. Cost $16.90 Unrealized +66.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $172 Shares 1,060 Est. Cost $69.34 Unrealized +138.2%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $166 Shares 179 Est. Cost $661.45 Unrealized +44.6%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value ($000) $163 Shares 1,600 Est. Cost $41.08 Unrealized +139.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $160 Shares 1,836 Est. Cost $78.40 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $158 Shares 2,395 Est. Cost $57.65 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $157 Shares 4,692 Est. Cost $51.51 Unrealized -53.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $156 Shares 725 Est. Cost $97.70 Unrealized +104.9%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value ($000) $151 Shares 1,020 Est. Cost $125.91 Unrealized
VLTO VERALTO CORP 0.1%
Value ($000) $151 Shares 1,418 Est. Cost $73.75 Unrealized +42.7%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $150 Shares 2,295 Est. Cost $104.55 Unrealized
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $145 Shares 1,106 Est. Cost $77.81 Unrealized +74.1%
AVGO BROADCOM INC 0.1%
Value ($000) $142 Shares 430 Est. Cost $215.92 Unrealized +41.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $140 Shares 559 Est. Cost $183.68 Unrealized +32.9%
LIN LINDE PLC NPV 0.1%
Value ($000) $134 Shares 282 Est. Cost $324.49 Unrealized +45.0%
HIG HARTFORD INSURANCE GRP INC COM 0.1%
Value ($000) $133 Shares 1,000 Est. Cost $67.68 Unrealized +88.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $133 Shares 471 Est. Cost $205.71 Unrealized +39.3%
TGT TARGET CORP COM 0.1%
Value ($000) $129 Shares 1,440 Est. Cost $155.25 Unrealized -37.7%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $129 Shares 1,030 Est. Cost $543.91 Unrealized -71.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $127 Shares 1,029 Est. Cost $75.89 Unrealized +57.9%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value ($000) $123 Shares 987 Est. Cost $112.83 Unrealized +12.4%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $119 Shares 400 Est. Cost $274.27 Unrealized
COF CAPITAL ONE FINANCIAL 0.1%
Value ($000) $118 Shares 557 Est. Cost $185.05 Unrealized +17.7%
CMI CUMMINS INC 0.1%
Value ($000) $118 Shares 279 Est. Cost $207.83 Unrealized +83.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $118 Shares 3,000 Est. Cost $30.35 Unrealized +42.3%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value ($000) $116 Shares 1,300 Est. Cost $57.14 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.1%
Value ($000) $112 Shares 2,074 Est. Cost $49.87 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $112 Shares 1,085 Est. Cost $64.98 Unrealized +52.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $110 Shares 1,762 Est. Cost $51.81 Unrealized +22.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $107 Shares 355 Est. Cost $228.57 Unrealized +20.8%
PSX PHILLIPS 66 0.1%
Value ($000) $103 Shares 756 Est. Cost $73.91 Unrealized +71.0%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.1%
Value ($000) $96 Shares 160 Est. Cost $281.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value ($000) $94 Shares 3,000 Est. Cost $29.11 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $93 Shares 125 Est. Cost $347.57 Unrealized
D DOMINION ENERGY INC NPV 0.1%
Value ($000) $93 Shares 1,517 Est. Cost $58.48 Unrealized -0.3%
BCC BOISE CASCADE CO DEL 0.1%
Value ($000) $93 Shares 1,200 Est. Cost $58.39 Unrealized +45.9%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $92 Shares 588 Est. Cost $48.93 Unrealized +213.9%
KLAC KLA CORPORATION 0.1%
Value ($000) $92 Shares 85 Est. Cost $285.88 Unrealized +225.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $87 Shares 900 Est. Cost $91.97 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $87 Shares 515 Est. Cost $121.67 Unrealized +46.1%
EFX EQUIFAX INC COM 0.1%
Value ($000) $86 Shares 337 Est. Cost $171.55 Unrealized +46.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $85 Shares 329 Est. Cost $227.96 Unrealized
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value ($000) $84 Shares 711 Est. Cost $69.77 Unrealized
ASTE ASTEC INDUSTRIES 0.1%
Value ($000) $82 Shares 1,700 Est. Cost $38.74 Unrealized +12.4%
EEM ISHARES MSCI EMG MKT ETF 0.1%
Value ($000) $78 Shares 1,460 Est. Cost $48.24 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $78 Shares 410 Est. Cost $171.01 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $76 Shares 100 Est. Cost $276.14 Unrealized +166.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $75 Shares 822 Est. Cost $62.66 Unrealized +43.8%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $72 Shares 515 Est. Cost $118.45 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $69 Shares 915 Est. Cost $62.28 Unrealized +8.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $69 Shares 880 Est. Cost $29.78 Unrealized +4.6%
GWW W.W. GRAINGER INC COM 0.1%
Value ($000) $67 Shares 70 Est. Cost $366.83 Unrealized +172.8%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $67 Shares 400 Est. Cost $133.00 Unrealized +18.2%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $65 Shares 12 Est. Cost $3639.86 Unrealized +52.9%
CLX CLOROX CO 0.0%
Value ($000) $62 Shares 500 Est. Cost $165.03 Unrealized -25.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $62 Shares 646 Est. Cost $99.14 Unrealized -7.9%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value ($000) $61 Shares 474 Est. Cost $96.89 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $61 Shares 218 Est. Cost $133.15 Unrealized +99.7%
EVR EVERCORE INC 0.0%
Value ($000) $61 Shares 180 Est. Cost $111.29 Unrealized +180.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $61 Shares 640 Est. Cost $49.84 Unrealized +85.0%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $60 Shares 2,607 Est. Cost $23.45 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $60 Shares 338 Est. Cost $59.03 Unrealized +176.8%
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $60 Shares 4,760 Est. Cost $10.43 Unrealized
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value ($000) $59 Shares 290 Est. Cost $148.72 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $59 Shares 1,200 Est. Cost $30.70 Unrealized +52.9%
META META PLATFORMS INC 0.0%
Value ($000) $59 Shares 80 Est. Cost $599.33 Unrealized +24.0%
AFL AFLAC, INC. COM 0.0%
Value ($000) $58 Shares 520 Est. Cost $63.71 Unrealized +63.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $56 Shares 500 Est. Cost $67.49 Unrealized +60.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $55 Shares 265 Est. Cost $182.34 Unrealized
EXE EXPAND ENERGY CORP 0.0%
Value ($000) $55 Shares 520 Est. Cost $89.24 Unrealized +11.1%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value ($000) $54 Shares 644 Est. Cost $85.01 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value ($000) $51 Shares 215 Est. Cost $168.03 Unrealized +47.1%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $49 Shares 450 Est. Cost $90.90 Unrealized +10.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $48 Shares 236 Est. Cost $175.21 Unrealized +9.3%
NU NU HOLDINGS LIMITED 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $11.83 Unrealized +18.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $46 Shares 575 Est. Cost $54.03 Unrealized +32.0%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.0%
Value ($000) $46 Shares 769 Est. Cost $42.03 Unrealized
BDX BECTON-DICKINSON & CO COM 0.0%
Value ($000) $46 Shares 245 Est. Cost $225.70 Unrealized -18.4%
FISV FISERV INC COM 0.0%
Value ($000) $46 Shares 355 Est. Cost $114.76 Unrealized +24.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $46 Shares 167 Est. Cost $197.66 Unrealized +36.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $45 Shares 430 Est. Cost $130.10 Unrealized -15.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $45 Shares 182 Est. Cost $150.04 Unrealized +59.3%
INTU INTUIT INC 0.0%
Value ($000) $44 Shares 65 Est. Cost $395.01 Unrealized +82.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $43 Shares 378 Est. Cost $74.07 Unrealized +44.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $42 Shares 840 Est. Cost $25.56 Unrealized +80.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $42 Shares 100 Est. Cost $175.88 Unrealized +142.6%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value ($000) $42 Shares 148 Est. Cost $134.83 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $41 Shares 151 Est. Cost $184.77 Unrealized +46.1%
TOST TOAST INC 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $35.98 Unrealized +20.7%
CTVA CORTEVA INC 0.0%
Value ($000) $39 Shares 583 Est. Cost $43.20 Unrealized +67.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $38 Shares 120 Est. Cost $288.38 Unrealized +5.7%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value ($000) $36 Shares 498 Est. Cost $103.97 Unrealized
IRM IRON MTN I COM NPV 0.0%
Value ($000) $36 Shares 353 Est. Cost $27.21 Unrealized +248.1%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $36 Shares 122 Est. Cost $293.73 Unrealized
A AGILENT TECHNOLOGIES COM 0.0%
Value ($000) $36 Shares 277 Est. Cost $119.66 Unrealized +0.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 473 Est. Cost $73.28 Unrealized +1.7%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $35 Shares 686 Est. Cost $48.95 Unrealized +1.0%
ATR APTARGROUP INC USD 0.0%
Value ($000) $34 Shares 253 Est. Cost $129.38 Unrealized +10.8%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $33 Shares 56 Est. Cost $482.14 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $33 Shares 485 Est. Cost $72.65 Unrealized -1.1%
MKC MCCORMICK & CO COM 0.0%
Value ($000) $32 Shares 482 Est. Cost $80.22 Unrealized -13.9%
ROST ROSS STORES INC 0.0%
Value ($000) $32 Shares 210 Est. Cost $112.20 Unrealized +26.7%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $32 Shares 148 Est. Cost $146.86 Unrealized
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value ($000) $32 Shares 465 Est. Cost $45.16 Unrealized
BA BOEING COMPANY COM 0.0%
Value ($000) $31 Shares 145 Est. Cost $190.72 Unrealized +18.2%
MMM 3M CO COM 0.0%
Value ($000) $30 Shares 194 Est. Cost $120.27 Unrealized +27.3%
WAT WATERS CORPORATION 0.0%
Value ($000) $30 Shares 100 Est. Cost $273.06 Unrealized +10.5%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $30 Shares 750 Est. Cost $45.14 Unrealized -15.6%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value ($000) $30 Shares 2,578 Est. Cost $14.87 Unrealized
VTV VANGUARD VALUE INDEX ETF 0.0%
Value ($000) $30 Shares 160 Est. Cost $138.01 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $29 Shares 308 Est. Cost $165.07 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $29 Shares 297 Est. Cost $142.39 Unrealized -30.8%
DAL DELTA AIRLINES INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $43.04 Unrealized +32.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $11.56 Unrealized +133.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $28 Shares 198 Est. Cost $43.54 Unrealized +196.7%
C CITIGROUP INC 0.0%
Value ($000) $27 Shares 270 Est. Cost $71.20 Unrealized +32.2%
VSGX VANGUARD WORLD FUND ETF 0.0%
Value ($000) $27 Shares 390 Est. Cost $51.12 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $27 Shares 55 Est. Cost $224.46 Unrealized +127.3%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $83.33 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $26 Shares 310 Est. Cost $94.33 Unrealized -6.1%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $70.50 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $26 Shares 129 Est. Cost $107.02 Unrealized +90.6%
WAB WABTEC 0.0%
Value ($000) $26 Shares 129 Est. Cost $196.06 Unrealized +0.5%
FTV FORTIVE CORP USD 0.01 0.0%
Value ($000) $26 Shares 527 Est. Cost $50.67 Unrealized -3.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $25 Shares 308 Est. Cost $68.61 Unrealized +14.9%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value ($000) $25 Shares 322 Est. Cost $38.62 Unrealized +104.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $25 Shares 350 Est. Cost $53.34 Unrealized
TROW T ROWE PRICE GROUP INC COM 0.0%
Value ($000) $25 Shares 241 Est. Cost $131.04 Unrealized -21.5%
O REALTY INCOME CORP REIT COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $46.24 Unrealized +23.1%
BIL SPDR BLOOMBERG 1-3 T-BILL ETF 0.0%
Value ($000) $24 Shares 263 Est. Cost $91.25 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value ($000) $24 Shares 390 Est. Cost $56.41 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value ($000) $24 Shares 266 Est. Cost $83.33 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value ($000) $24 Shares 342 Est. Cost $70.82 Unrealized -5.5%
GSK GSK PLC 25P ADR 0.0%
Value ($000) $24 Shares 545 Est. Cost $30.08 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $23 Shares 75 Est. Cost $122.03 Unrealized +146.0%
ALNY ALNYLAM PHARMA 0.0%
Value ($000) $23 Shares 50 Est. Cost $239.47 Unrealized +70.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $22 Shares 69 Est. Cost $300.80 Unrealized +2.4%
FPE FIRST TRUST PFD ETF 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $15.97 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value ($000) $22 Shares 45 Est. Cost $491.91 Unrealized -5.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $22 Shares 66 Est. Cost $47.25 Unrealized +581.8%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value ($000) $22 Shares 275 Est. Cost $66.67 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value ($000) $21 Shares 12,499 Est. Cost $2.40 Unrealized -50.7%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value ($000) $21 Shares 263 Est. Cost $63.34 Unrealized +18.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $21 Shares 250 Est. Cost $124.41 Unrealized -29.2%
USIG ISHARES INVT GRD BD 0.0%
Value ($000) $21 Shares 396 Est. Cost $52.58 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value ($000) $21 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
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) $20 Shares 400 Est. Cost $93.63 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $20 Shares 56 Est. Cost $224.39 Unrealized +50.5%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 688 Est. Cost $43.61 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $19 Shares 204 Est. Cost $44.44 Unrealized +118.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $19 Shares 24 Est. Cost $424.77 Unrealized +73.0%
DOW DOW INC 0.0%
Value ($000) $19 Shares 812 Est. Cost $47.24 Unrealized -48.5%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $18 Shares 300 Est. Cost $57.70 Unrealized
EATON VANCE SR CEF TR 0.0%
Value ($000) $18 Shares 1,586 Est. Cost $13.24 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $18 Shares 91 Est. Cost $120.25 Unrealized +61.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $18 Shares 782 Est. Cost $70.48 Unrealized -64.2%
EL ESTEE LAUDER COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $251.58 Unrealized -64.8%
DE DEERE & CO 0.0%
Value ($000) $17 Shares 38 Est. Cost $314.88 Unrealized +55.5%
GERN GERON CORP 0.0%
Value ($000) $17 Shares 12,500 Est. Cost $1.79 Unrealized -25.4%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $17 Shares 545 Est. Cost $30.81 Unrealized +0.1%
GM GENERAL MOTORS CO 0.0%
Value ($000) $17 Shares 275 Est. Cost $55.55 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $17 Shares 854 Est. Cost $18.06 Unrealized -24.6%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $17 Shares 70 Est. Cost $234.19 Unrealized -2.5%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $16 Shares 360 Est. Cost $43.57 Unrealized +1.8%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value ($000) $16 Shares 106 Est. Cost $94.34 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $40.00 Unrealized -18.9%
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 -15.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $15 Shares 436 Est. Cost $23.71 Unrealized +44.8%
UTL UNITIL CORP COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $43.68 Unrealized +11.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $14 Shares 113 Est. Cost $80.38 Unrealized +70.7%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $60.00 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.27 Unrealized -8.6%
KBWB INVESCO KBW ETF 0.0%
Value ($000) $14 Shares 180 Est. Cost $63.84 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value ($000) $14 Shares 250 Est. Cost $83.88 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $100.50 Unrealized +6.5%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $161.79 Unrealized +65.3%
USB U.S. BANCORP COM 0.0%
Value ($000) $13 Shares 269 Est. Cost $40.18 Unrealized +15.4%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $13 Shares 28 Est. Cost $400.89 Unrealized +19.7%
GRMN GARMIN LTD 0.0%
Value ($000) $12 Shares 50 Est. Cost $196.09 Unrealized +16.8%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.58 Unrealized
LRCX LAM NPV 0.0%
Value ($000) $12 Shares 90 Est. Cost $77.02 Unrealized +37.0%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $12 Shares 34 Est. Cost $509.83 Unrealized -29.6%
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.22 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.51 Unrealized +19.1%
PLD PROLOGIS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.93 Unrealized -3.3%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $105.71 Unrealized +71.0%
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value ($000) $11 Shares 238 Est. Cost $42.20 Unrealized
AMX AMERICA MOVIL NPV ADR 0.0%
Value ($000) $11 Shares 500 Est. Cost $14.22 Unrealized
CRDL CARDIOL THERAPEUTICS I 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $1.21 Unrealized -0.1%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value ($000) $10 Shares 410 Est. Cost $21.95 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $38.28 Unrealized +164.7%
TLH ISHARES 10-20 YR TREAS 0.0%
Value ($000) $10 Shares 94 Est. Cost $109.33 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 8 Est. Cost $113.07 Unrealized +7.9%
TOTAL ENERGIES SE ADR 0.0%
Value ($000) $10 Shares 160 Est. Cost $61.38 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.11 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $9 Shares 50 Est. Cost $217.16 Unrealized -17.3%
OGE OGE ENERGY CORP USD 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.52 Unrealized +42.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $240.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 350 Est. Cost $29.81 Unrealized -11.2%
SEE SEALED AIR CORPORATION 0.0%
Value ($000) $9 Shares 255 Est. Cost $40.72 Unrealized -22.4%
EXC EXELON CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $25.25 Unrealized +71.8%
WMB WILLIAMS CO INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $57.67 Unrealized +0.3%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value ($000) $9 Shares 258 Est. Cost $31.01 Unrealized
CRL CHARLES RIVER LABS INTL INC 0.0%
Value ($000) $9 Shares 55 Est. Cost $226.63 Unrealized -29.9%
CNC CENTENE CORP 0.0%
Value ($000) $9 Shares 240 Est. Cost $73.30 Unrealized -58.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $8 Shares 340 Est. Cost $27.88 Unrealized -9.7%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $8 Shares 29 Est. Cost $302.09 Unrealized +25.7%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $101.18 Unrealized +2.4%
MCK MCKESSON CORPORATION COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $299.63 Unrealized +134.6%
UNILEVER PLC NPV ADR 0.0%
Value ($000) $8 Shares 130 Est. Cost $60.91 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $8 Shares 518 Est. Cost $17.01 Unrealized
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value ($000) $7 Shares 645 Est. Cost $15.50 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $7 Shares 400 Est. Cost $21.25 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $28.18 Unrealized +52.7%
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $52.73 Unrealized -47.1%
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 +42.2%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $263.91 Unrealized +47.2%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 682 Est. Cost $5.92 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $266.04 Unrealized -5.5%
INGR INGREDION INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $85.49 Unrealized +50.8%
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $5 Shares 66 Est. Cost $55.11 Unrealized
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.38 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $91.33 Unrealized
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
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 59 Est. Cost $34.52 Unrealized +108.7%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $4 Shares 75 Est. Cost $40.28 Unrealized +22.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $460.83 Unrealized -9.3%
CRON CRONOS GROUP INC 0.0%
Value ($000) $4 Shares 1,330 Est. Cost $10.59 Unrealized -77.8%
MFS CHARTER INCOME TR SBI 0.0%
Value ($000) $4 Shares 563 Est. Cost $8.88 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $52.20 Unrealized
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.04 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $107.94 Unrealized +71.0%
VNT VONTIER CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $32.62 Unrealized +26.2%
FNF FIDELITY NATL FINL INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $38.96 Unrealized +41.5%
VTRS VIATRIS INC NPV 0.0%
Value ($000) $3 Shares 281 Est. Cost $12.95 Unrealized -26.1%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.61 Unrealized +63.7%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.42 Unrealized
SAMG SILVERCREST ASSET MGMT 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.13 Unrealized -14.7%
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $333.26 Unrealized +4.1%
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 -75.8%
FBIN FORTUNE BRANDS INNOVATIONS 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.40 Unrealized +8.3%
RAL RALLIANT CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $44.46 Unrealized 0.0%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value ($000) $2 Shares 315 Est. Cost $7.94 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $74.82 Unrealized -82.0%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.94 Unrealized -14.2%
KD KYNDRYL HLDGS INC USD 0.0%
Value ($000) $1 Shares 25 Est. Cost $21.28 Unrealized +61.4%
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $46.93 Unrealized -75.0%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $23.81 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.71 Unrealized -63.4%
SER SERINA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.84 Unrealized -45.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.42 Unrealized -51.2%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.00 Unrealized
IMDX INSIGHT MOLECULAR DIAGNOSTIC 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.72 Unrealized -24.2%
CGC CANOPY GROWTH CORP NPV 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.96 Unrealized -78.2%