Piscataqua Savings Bank Diversified Active

Location: Portsmouth, NH

CIK: 0001855835 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $142M (100.0% shares, 0.0% debt)

Holdings (404)

MSFT MICROSOFT CORP COM 7.8%
Value $11.16M Shares 23,082 Est. Cost $249.02 Unrealized +101.0%
AAPL APPLE INC. COM 7.1%
Value $10.11M Shares 37,189 Est. Cost $126.46 Unrealized +112.2%
GOOGL ALPHABET INC CL A 5.8%
Value $8.249M Shares 26,354 Est. Cost $109.44 Unrealized +161.0%
JPM JPMORGAN CHASE & CO COM 4.2%
Value $5.992M Shares 18,596 Est. Cost $132.00 Unrealized +134.5%
TJX TJX COMPANIES, INC 2.8%
Value $3.975M Shares 25,880 Est. Cost $63.51 Unrealized +132.6%
NDSN NORDSON CORP NPV 2.6%
Value $3.727M Shares 15,502 Est. Cost $217.41 Unrealized +7.8%
AMZN AMAZON COM INC 2.4%
Value $3.484M Shares 15,096 Est. Cost $131.58 Unrealized +73.9%
BAC BANK OF AMER CORP COM 2.1%
Value $2.96M Shares 53,821 Est. Cost $30.97 Unrealized +70.0%
MA MASTERCARD INC CL A 2.1%
Value $2.934M Shares 5,140 Est. Cost $339.76 Unrealized +64.5%
ABBV ABBVIE, INC 1.8%
Value $2.572M Shares 11,258 Est. Cost $116.36 Unrealized +95.6%
RTX RTX CORPORATION COM 1.7%
Value $2.433M Shares 13,268 Est. Cost $69.05 Unrealized +151.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.7%
Value $2.366M Shares 4,708 Est. Cost $247.16 Unrealized +101.3%
GLW CORNING INC COM 1.6%
Value $2.301M Shares 26,276 Est. Cost $33.77 Unrealized +154.6%
AXP AMERICAN EXPRESS CO COM 1.6%
Value $2.298M Shares 6,212 Est. Cost $124.36 Unrealized +187.0%
TEL TE CONNECTIVITY PLC 1.6%
Value $2.293M Shares 10,077 Est. Cost $146.81 Unrealized +57.5%
SMH VANECK SEMICONDUCTOR ETF 1.5%
Value $2.092M Shares 5,810 Est. Cost $209.74 Unrealized
CSCO CISCO SYS INC COM 1.4%
Value $1.959M Shares 25,429 Est. Cost $40.89 Unrealized +80.5%
BLK BLACKROCK INC NPV 1.4%
Value $1.95M Shares 1,822 Est. Cost $990.65 Unrealized +10.0%
UNP UNION PAC CORP COM 1.3%
Value $1.909M Shares 8,252 Est. Cost $188.09 Unrealized +20.9%
V VISA INC 1.3%
Value $1.822M Shares 5,195 Est. Cost $203.18 Unrealized +67.5%
RCL ROYAL CARIBBEAN GROUP 1.3%
Value $1.81M Shares 6,490 Est. Cost $81.21 Unrealized +246.7%
LLY LILLY ELI & CO COM 1.2%
Value $1.771M Shares 1,648 Est. Cost $526.80 Unrealized +81.4%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value $1.725M Shares 5,225 Est. Cost $319.66 Unrealized +5.5%
CVX CHEVRON CORPORATION COM 1.2%
Value $1.689M Shares 11,082 Est. Cost $79.58 Unrealized +90.3%
PNR PENTAIR PLC 1.0%
Value $1.489M Shares 14,297 Est. Cost $54.52 Unrealized +95.7%
XOM EXXON MOBIL CORP COM 1.0%
Value $1.488M Shares 12,365 Est. Cost $46.58 Unrealized +147.9%
GOOG ALPHABET INC CL C 1.0%
Value $1.395M Shares 4,446 Est. Cost $119.25 Unrealized +140.1%
MCD MCDONALDS CORP COM 1.0%
Value $1.363M Shares 4,459 Est. Cost $228.54 Unrealized +33.5%
SYK STRYKER CORP COM 0.9%
Value $1.239M Shares 3,526 Est. Cost $229.77 Unrealized +58.2%
WM WASTE MANAGEMENT INC COM 0.8%
Value $1.191M Shares 5,420 Est. Cost $149.30 Unrealized +42.4%
PEP PEPSICO INC COM 0.8%
Value $1.177M Shares 8,202 Est. Cost $118.55 Unrealized +23.1%
HD HOME DEPOT INC COM 0.8%
Value $1.157M Shares 3,362 Est. Cost $257.16 Unrealized +41.8%
VPU VANGUARD UTILITIES ETF 0.8%
Value $1.121M Shares 6,061 Est. Cost $143.44 Unrealized
SPY S & P 500 INDEX DEP RECEIPTS ETF 0.7%
Value $1.069M Shares 1,567 Est. Cost $526.47 Unrealized
DIS DISNEY WALT CO COM 0.7%
Value $984K Shares 8,650 Est. Cost $179.14 Unrealized -38.9%
PRU PRUDENTIAL FINANCIAL, INC COM 0.7%
Value $980K Shares 8,678 Est. Cost $68.53 Unrealized +55.4%
SCHX SCHWAB US LARGE CAP 0.7%
Value $968K Shares 35,983 Est. Cost $26.90 Unrealized
CL COLGATE PALMOLIVE CO COM 0.7%
Value $934K Shares 11,817 Est. Cost $70.21 Unrealized +11.5%
DHR DANAHER CORPORATION COM 0.7%
Value $930K Shares 4,064 Est. Cost $199.50 Unrealized +10.0%
ABT ABBOTT LABS COM 0.6%
Value $906K Shares 7,228 Est. Cost $113.85 Unrealized +11.8%
TXN TEXAS INSTRS INC COM 0.6%
Value $884K Shares 5,094 Est. Cost $151.36 Unrealized +12.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value $868K Shares 2,932 Est. Cost $116.14 Unrealized +157.3%
GE GE AEROSPACE 0.6%
Value $849K Shares 2,755 Est. Cost $149.25 Unrealized +101.5%
VGK VANGUARD FTSE EUROPE ETF 0.6%
Value $801K Shares 9,582 Est. Cost $83.61 Unrealized
MPC MARATHON PETROLEUM CORP 0.6%
Value $786K Shares 4,831 Est. Cost $47.90 Unrealized +289.2%
GILD GILEAD SCIENCES COM 0.5%
Value $756K Shares 6,157 Est. Cost $54.18 Unrealized +123.1%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.5%
Value $748K Shares 2,377 Est. Cost $314.79 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value $719K Shares 7,491 Est. Cost $87.77 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value $701K Shares 4,891 Est. Cost $135.27 Unrealized +8.8%
NEE NEXTERA ENERGY INC 0.5%
Value $662K Shares 8,246 Est. Cost $68.82 Unrealized +19.9%
CMCSA COMCAST CORP NEW COM CL A 0.4%
Value $629K Shares 21,067 Est. Cost $45.80 Unrealized -37.7%
NVDA NVIDIA CORPORATION 0.4%
Value $617K Shares 3,310 Est. Cost $99.85 Unrealized +86.4%
WFC WELLS FARGO & CO NEW COM 0.4%
Value $617K Shares 6,619 Est. Cost $31.89 Unrealized +171.7%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.4%
Value $601K Shares 9,620 Est. Cost $60.84 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value $599K Shares 2,895 Est. Cost $150.84 Unrealized +30.6%
FTEC FID MSCI INFORMATION TECHNOLOGY INDEX 0.4%
Value $586K Shares 2,608 Est. Cost $224.67 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value $583K Shares 6,591 Est. Cost $91.90 Unrealized
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value $533K Shares 11,752 Est. Cost $66.77 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value $529K Shares 22,002 Est. Cost $24.04 Unrealized
CSX CSX CORP 0.4%
Value $512K Shares 14,121 Est. Cost $30.16 Unrealized +18.4%
VTES VANGUARD WELLINGTON FD ST EX BOND ETF 0.4%
Value $508K Shares 5,000 Est. Cost $101.85 Unrealized
FCOM FID MSCI COMMUNICATIONS SERVICES INDEX 0.4%
Value $503K Shares 6,870 Est. Cost $73.28 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.3%
Value $490K Shares 17,223 Est. Cost $29.07 Unrealized
STT STATE STR CORP COM 0.3%
Value $481K Shares 3,727 Est. Cost $66.91 Unrealized +77.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value $448K Shares 6,672 Est. Cost $63.78 Unrealized
IWF ISHARES RUS 1000 GROWTH ETF 0.3%
Value $441K Shares 931 Est. Cost $245.07 Unrealized
EEM ISHARES MSCI EMG MKT ETF 0.3%
Value $405K Shares 7,400 Est. Cost $53.43 Unrealized
CARR CARRIER GLOBAL CORP COM 0.3%
Value $390K Shares 7,379 Est. Cost $37.58 Unrealized +47.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.3%
Value $386K Shares 6,063 Est. Cost $70.77 Unrealized -13.3%
COR CENCORA INC 0.3%
Value $380K Shares 1,125 Est. Cost $98.33 Unrealized +246.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value $352K Shares 562 Est. Cost $415.85 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value $347K Shares 3,705 Est. Cost $43.26 Unrealized +108.1%
FENI FIDELITY ENHANCED INTER ETF 0.2%
Value $345K Shares 9,428 Est. Cost $36.57 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value $343K Shares 1,332 Est. Cost $156.66 Unrealized +69.0%
GD GENERAL DYNAMICS COM 0.2%
Value $338K Shares 1,005 Est. Cost $160.68 Unrealized +112.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $338K Shares 1,373 Est. Cost $225.49 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value $330K Shares 3,135 Est. Cost $63.91 Unrealized +45.9%
SPSM SPDR SERIES TRUST STATE STREET SPD 0.2%
Value $327K Shares 6,980 Est. Cost $46.86 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.2%
Value $324K Shares 527 Est. Cost $513.18 Unrealized
AWK AMERICAN WATER WORKS 0.2%
Value $315K Shares 2,411 Est. Cost $137.69 Unrealized -3.3%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value $311K Shares 7,637 Est. Cost $40.69 Unrealized -0.5%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value $308K Shares 603 Est. Cost $424.73 Unrealized +24.1%
FHLC FID MSCI HEALTH CARE INDEX 0.2%
Value $308K Shares 4,145 Est. Cost $74.28 Unrealized
NKE NIKE CORP COM 0.2%
Value $304K Shares 4,778 Est. Cost $126.21 Unrealized -48.6%
FMDE FIDELITY ENHANCED MID CAP ETF 0.2%
Value $291K Shares 8,000 Est. Cost $36.38 Unrealized
GEV GE VERNOVA INC 0.2%
Value $278K Shares 425 Est. Cost $437.43 Unrealized +39.2%
SCHH SCHWAB US REIT ETF 0.2%
Value $276K Shares 13,196 Est. Cost $20.88 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value $255K Shares 446 Est. Cost $197.26 Unrealized +181.6%
HON HONEYWELL INTL INC COM 0.2%
Value $254K Shares 1,304 Est. Cost $176.65 Unrealized +10.4%
STZ CONSTELLATION BRANDS CLASS A 0.2%
Value $253K Shares 1,832 Est. Cost $207.50 Unrealized -34.1%
VPL VANGUARD PACIFIC STOCK INDEXFUND ETF 0.2%
Value $245K Shares 2,705 Est. Cost $90.40 Unrealized
MS MORGAN STANLEY COM 0.2%
Value $239K Shares 1,345 Est. Cost $77.09 Unrealized +116.0%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value $239K Shares 1,690 Est. Cost $114.08 Unrealized
ACN ACCENTURE PLC 0.2%
Value $227K Shares 848 Est. Cost $245.00 Unrealized +3.7%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $227K Shares 470 Est. Cost $423.56 Unrealized +12.4%
FDIS FID MSCI CONSUMER DISCRETIONARY INDEX 0.2%
Value $223K Shares 2,186 Est. Cost $102.16 Unrealized
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.2%
Value $221K Shares 1,837 Est. Cost $110.50 Unrealized
GLD SPDR GOLD TRUST ETF 0.2%
Value $216K Shares 544 Est. Cost $170.02 Unrealized
RWR SPDR SERIES TRUST STATE STREET SPD 0.1%
Value $209K Shares 2,129 Est. Cost $98.23 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $204K Shares 3,547 Est. Cost $30.41 Unrealized +95.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value $197K Shares 2,203 Est. Cost $80.24 Unrealized
KO COCA COLA CO COM 0.1%
Value $197K Shares 2,819 Est. Cost $48.29 Unrealized +43.7%
NVS NOVARTIS AG SPNSRD ADR 0.1%
Value $197K Shares 1,429 Est. Cost $86.57 Unrealized
FSTA FID MSCI CONSUMER STAPLES INDEX 0.1%
Value $182K Shares 3,705 Est. Cost $49.18 Unrealized
CI CIGNA CORP 0.1%
Value $182K Shares 660 Est. Cost $216.79 Unrealized +28.8%
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value $172K Shares 700 Est. Cost $195.58 Unrealized +26.6%
COST COSTCO WHOLESALE CORP COM 0.1%
Value $172K Shares 199 Est. Cost $686.00 Unrealized +32.0%
VWO VANGUARD EMERGING MARKETS ETF #964 0.1%
Value $171K Shares 3,174 Est. Cost $51.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $170K Shares 1,060 Est. Cost $69.34 Unrealized +121.5%
APD AIR PRODUCTS & CHEMS INC COM 0.1%
Value $168K Shares 682 Est. Cost $240.16 Unrealized +4.8%
INTC INTEL CORP COM 0.1%
Value $168K Shares 4,557 Est. Cost $51.51 Unrealized -26.7%
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value $167K Shares 3,094 Est. Cost $51.04 Unrealized -6.9%
AMT AMERICAN TOWER CORP REIT 0.1%
Value $166K Shares 947 Est. Cost $192.19 Unrealized -6.2%
HEZU ISHARES CURRENCY HEDGE MSCI EUROZONE ETF 0.1%
Value $165K Shares 3,765 Est. Cost $43.75 Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value $163K Shares 1,600 Est. Cost $41.08 Unrealized +146.1%
ETN EATON CORP PLC 0.1%
Value $162K Shares 508 Est. Cost $151.69 Unrealized +133.6%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $160K Shares 1,025 Est. Cost $543.91 Unrealized -73.7%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value $157K Shares 1,020 Est. Cost $125.91 Unrealized
COF CAPITAL ONE FINANCIAL 0.1%
Value $153K Shares 633 Est. Cost $189.51 Unrealized +17.2%
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value $153K Shares 1,791 Est. Cost $85.37 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $152K Shares 3,000 Est. Cost $30.35 Unrealized +42.7%
MTB M&T BANK CORP 0.1%
Value $152K Shares 754 Est. Cost $181.66 Unrealized +4.6%
ALL ALLSTATE CORP COM 0.1%
Value $151K Shares 725 Est. Cost $97.70 Unrealized +108.9%
AMGN AMGEN INC COM 0.1%
Value $150K Shares 457 Est. Cost $205.71 Unrealized +53.6%
ORCL ORACLE CORP COM 0.1%
Value $149K Shares 762 Est. Cost $60.61 Unrealized +292.7%
LOW LOWES COS INC COM 0.1%
Value $147K Shares 609 Est. Cost $188.29 Unrealized +27.4%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value $147K Shares 2,225 Est. Cost $104.55 Unrealized
EMR EMERSON ELECTRIC CO COM 0.1%
Value $147K Shares 1,106 Est. Cost $77.81 Unrealized +70.1%
FNCL FID MSCI FINANCIALS INDEX 0.1%
Value $145K Shares 1,865 Est. Cost $77.74 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND 0.1%
Value $144K Shares 6,263 Est. Cost $22.96 Unrealized
EWJ ISHARES TR MSCI JAPAN ETF 0.1%
Value $142K Shares 1,764 Est. Cost $80.74 Unrealized
CMI CUMMINS INC 0.1%
Value $142K Shares 279 Est. Cost $207.83 Unrealized +124.4%
VLTO VERALTO CORP 0.1%
Value $141K Shares 1,418 Est. Cost $73.75 Unrealized +37.0%
TGT TARGET CORP COM 0.1%
Value $141K Shares 1,440 Est. Cost $155.25 Unrealized -41.0%
HIG HARTFORD INSURANCE GRP INC COM 0.1%
Value $138K Shares 1,000 Est. Cost $67.68 Unrealized +94.4%
T AT&T INC COM 0.1%
Value $136K Shares 5,466 Est. Cost $16.90 Unrealized +49.6%
SMBS SCHWAB MBS ETF 0.1%
Value $134K Shares 5,234 Est. Cost $25.67 Unrealized
LIN LINDE PLC NPV 0.1%
Value $131K Shares 307 Est. Cost $332.86 Unrealized +28.4%
AVGO BROADCOM INC 0.1%
Value $128K Shares 370 Est. Cost $215.92 Unrealized +65.3%
WMT WALMART INC COM 0.1%
Value $121K Shares 1,085 Est. Cost $64.98 Unrealized +65.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $121K Shares 400 Est. Cost $274.27 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value $121K Shares 588 Est. Cost $48.93 Unrealized +283.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value $121K Shares 1,029 Est. Cost $75.89 Unrealized +60.2%
IGIB ISHARES INTERM CREDIT BD ETF 0.1%
Value $120K Shares 2,225 Est. Cost $53.88 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value $116K Shares 1,300 Est. Cost $57.14 Unrealized
KLAC KLA CORPORATION 0.1%
Value $108K Shares 89 Est. Cost $325.71 Unrealized +259.8%
VMBS VANGUARD MTG-BACKED SECS ETF 0.1%
Value $106K Shares 2,249 Est. Cost $47.07 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $102K Shares 355 Est. Cost $228.57 Unrealized +26.3%
KMB KIMBERLY- CLARK CORP COM 0.1%
Value $99,576 Shares 987 Est. Cost $112.83 Unrealized -3.9%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value $96,270 Shares 1,000 Est. Cost $92.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value $96,150 Shares 3,000 Est. Cost $29.11 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $94,846 Shares 1,762 Est. Cost $51.81 Unrealized +10.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $94,698 Shares 329 Est. Cost $227.96 Unrealized
FESM FIDELITY ENHANCED SMALL CAP ETF 0.1%
Value $94,425 Shares 2,500 Est. Cost $37.77 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value $94,221 Shares 125 Est. Cost $347.57 Unrealized
PSX PHILLIPS 66 0.1%
Value $92,129 Shares 714 Est. Cost $73.91 Unrealized +81.3%
D DOMINION ENERGY INC NPV 0.1%
Value $88,877 Shares 1,517 Est. Cost $58.48 Unrealized +2.2%
BCC BOISE CASCADE CO DEL 0.1%
Value $88,320 Shares 1,200 Est. Cost $58.39 Unrealized +24.6%
PH PARKER HANNIFIN CORP 0.1%
Value $87,895 Shares 100 Est. Cost $276.14 Unrealized +196.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value $87,618 Shares 541 Est. Cost $123.33 Unrealized +26.7%
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value $86,002 Shares 711 Est. Cost $69.77 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FD ETF 0.1%
Value $85,917 Shares 596 Est. Cost $144.16 Unrealized
EFX EQUIFAX INC COM 0.1%
Value $75,291 Shares 347 Est. Cost $172.91 Unrealized +26.5%
ASTE ASTEC INDUSTRIES 0.1%
Value $73,627 Shares 1,700 Est. Cost $38.74 Unrealized +17.6%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $71,798 Shares 822 Est. Cost $62.66 Unrealized +42.4%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value $71,667 Shares 515 Est. Cost $118.45 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $70,876 Shares 370 Est. Cost $171.01 Unrealized
GWW W.W. GRAINGER INC COM 0.0%
Value $70,632 Shares 70 Est. Cost $366.83 Unrealized +164.1%
ADI ANALOG DEVICES INC COM 0.0%
Value $69,694 Shares 257 Est. Cost $179.39 Unrealized +39.7%
QCOM QUALCOMM INC COM 0.0%
Value $68,418 Shares 400 Est. Cost $133.00 Unrealized +28.4%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value $67,887 Shares 706 Est. Cost $96.16 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $66,025 Shares 832 Est. Cost $62.28 Unrealized +26.3%
TRV TRAVELERS COS INC COM 0.0%
Value $63,228 Shares 218 Est. Cost $133.15 Unrealized +110.7%
SCHE SCHWAB EMERGING MARKETS EQUITY 0.0%
Value $63,043 Shares 1,925 Est. Cost $32.75 Unrealized
WELL WELLTOWER INC 0.0%
Value $62,735 Shares 338 Est. Cost $59.03 Unrealized +215.9%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value $62,373 Shares 474 Est. Cost $96.89 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $62,053 Shares 646 Est. Cost $99.14 Unrealized -2.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $61,845 Shares 2,945 Est. Cost $21.00 Unrealized
EVR EVERCORE INC 0.0%
Value $61,245 Shares 180 Est. Cost $111.29 Unrealized +188.3%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value $60,997 Shares 290 Est. Cost $148.72 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value $60,013 Shares 2,607 Est. Cost $23.45 Unrealized
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value $59,880 Shares 4,760 Est. Cost $10.43 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR ETF 0.0%
Value $57,727 Shares 1,054 Est. Cost $54.77 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $57,655 Shares 500 Est. Cost $67.49 Unrealized +74.4%
EXE EXPAND ENERGY CORP 0.0%
Value $57,387 Shares 520 Est. Cost $89.24 Unrealized +24.0%
AFL AFLAC, INC. COM 0.0%
Value $57,340 Shares 520 Est. Cost $63.71 Unrealized +72.4%
SO SOUTHERN CO COM 0.0%
Value $55,808 Shares 640 Est. Cost $49.84 Unrealized +82.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $55,416 Shares 265 Est. Cost $182.34 Unrealized
META META PLATFORMS INC 0.0%
Value $54,786 Shares 83 Est. Cost $601.79 Unrealized +10.9%
CLX CLOROX CO 0.0%
Value $50,414 Shares 500 Est. Cost $165.03 Unrealized -34.4%
NU NU HOLDINGS LIMITED 0.0%
Value $50,190 Shares 3,000 Est. Cost $11.83 Unrealized +35.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value $48,195 Shares 9 Est. Cost $3639.86 Unrealized +41.2%
FAST FASTENAL CO 0.0%
Value $48,156 Shares 1,200 Est. Cost $30.70 Unrealized +36.9%
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value $47,981 Shares 215 Est. Cost $168.03 Unrealized +35.3%
BDX BECTON-DICKINSON & CO COM 0.0%
Value $47,545 Shares 245 Est. Cost $225.70 Unrealized -16.0%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value $47,466 Shares 306 Est. Cost $134.06 Unrealized
ADSK AUTODESK INC COM 0.0%
Value $47,360 Shares 160 Est. Cost $291.93 Unrealized +3.6%
ECL ECOLAB INC COM 0.0%
Value $46,199 Shares 176 Est. Cost $201.14 Unrealized +32.1%
PPG PPG INDS INC COM 0.0%
Value $44,057 Shares 430 Est. Cost $130.10 Unrealized -23.0%
INTU INTUIT INC 0.0%
Value $43,056 Shares 65 Est. Cost $395.01 Unrealized +67.3%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value $42,614 Shares 296 Est. Cost $139.40 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $42,469 Shares 575 Est. Cost $54.03 Unrealized +44.9%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value $42,244 Shares 498 Est. Cost $103.97 Unrealized
CME CME GROUP INC COM 0.0%
Value $41,233 Shares 151 Est. Cost $184.77 Unrealized +46.5%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value $41,044 Shares 450 Est. Cost $90.90 Unrealized +7.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $40,255 Shares 485 Est. Cost $72.65 Unrealized +2.8%
ENB ENBRIDGE INC 0.0%
Value $40,168 Shares 840 Est. Cost $25.56 Unrealized +84.3%
WEC WEC ENERGY GROUP INC 0.0%
Value $39,862 Shares 378 Est. Cost $74.07 Unrealized +48.9%
CTVA CORTEVA INC 0.0%
Value $39,071 Shares 583 Est. Cost $43.20 Unrealized +49.4%
TOST TOAST INC 0.0%
Value $39,050 Shares 1,100 Est. Cost $35.98 Unrealized +0.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $38,920 Shares 100 Est. Cost $175.88 Unrealized +135.2%
WAT WATERS CORPORATION 0.0%
Value $37,982 Shares 100 Est. Cost $273.06 Unrealized +34.8%
A AGILENT TECHNOLOGIES COM 0.0%
Value $37,691 Shares 277 Est. Cost $119.66 Unrealized +20.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value $36,840 Shares 200 Est. Cost $175.21 Unrealized +15.1%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $35,757 Shares 438 Est. Cost $84.91 Unrealized 0.0%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value $35,405 Shares 122 Est. Cost $293.73 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $35,371 Shares 880 Est. Cost $29.78 Unrealized +25.5%
DAL DELTA AIRLINES INC 0.0%
Value $34,700 Shares 500 Est. Cost $43.04 Unrealized +45.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $33,783 Shares 56 Est. Cost $482.14 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $33,730 Shares 391 Est. Cost $148.34 Unrealized
MKC MCCORMICK & CO COM 0.0%
Value $32,828 Shares 482 Est. Cost $80.22 Unrealized -17.8%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value $32,527 Shares 148 Est. Cost $146.86 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $32,419 Shares 385 Est. Cost $92.33 Unrealized -9.0%
GIS GENERAL MILLS INC COM 0.0%
Value $31,898 Shares 686 Est. Cost $48.95 Unrealized -3.0%
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value $31,787 Shares 465 Est. Cost $45.16 Unrealized
C CITIGROUP INC 0.0%
Value $31,505 Shares 270 Est. Cost $71.20 Unrealized +45.6%
BA BOEING COMPANY COM 0.0%
Value $31,481 Shares 145 Est. Cost $190.72 Unrealized +7.8%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value $31,460 Shares 405 Est. Cost $70.20 Unrealized
MMM 3M CO COM 0.0%
Value $31,059 Shares 194 Est. Cost $120.27 Unrealized +35.7%
ATR APTARGROUP INC USD 0.0%
Value $30,855 Shares 253 Est. Cost $129.38 Unrealized -5.0%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value $30,558 Shares 160 Est. Cost $138.01 Unrealized
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value $30,130 Shares 52 Est. Cost $501.77 Unrealized +12.6%
IRM IRON MTN I COM NPV 0.0%
Value $29,281 Shares 353 Est. Cost $27.21 Unrealized +241.0%
FTV FORTIVE CORP USD 0.01 0.0%
Value $29,089 Shares 527 Est. Cost $50.67 Unrealized +2.4%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value $28,976 Shares 2,578 Est. Cost $14.87 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value $28,770 Shares 750 Est. Cost $45.14 Unrealized -12.8%
VSGX VANGUARD WORLD FUND ETF 0.0%
Value $27,927 Shares 390 Est. Cost $51.12 Unrealized
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value $27,547 Shares 322 Est. Cost $38.62 Unrealized +106.3%
WAB WABTEC 0.0%
Value $27,534 Shares 129 Est. Cost $196.06 Unrealized +4.7%
KMI KINDER MORGAN INC 0.0%
Value $27,480 Shares 1,000 Est. Cost $11.56 Unrealized +132.7%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.0%
Value $27,435 Shares 300 Est. Cost $83.33 Unrealized
ROST ROSS STORES INC 0.0%
Value $27,021 Shares 150 Est. Cost $112.20 Unrealized +48.5%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value $26,967 Shares 55 Est. Cost $224.46 Unrealized +111.1%
GSK GSK PLC 25P ADR 0.0%
Value $26,726 Shares 545 Est. Cost $30.08 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value $26,704 Shares 297 Est. Cost $142.39 Unrealized -33.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $25,676 Shares 257 Est. Cost $94.74 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR FUND ETF 0.0%
Value $25,608 Shares 600 Est. Cost $56.59 Unrealized
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value $25,279 Shares 390 Est. Cost $56.41 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value $24,993 Shares 342 Est. Cost $70.82 Unrealized -0.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $24,924 Shares 198 Est. Cost $43.54 Unrealized +223.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $24,797 Shares 250 Est. Cost $124.41 Unrealized -25.4%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value $24,774 Shares 263 Est. Cost $63.34 Unrealized +33.3%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value $24,673 Shares 241 Est. Cost $131.04 Unrealized -22.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $24,640 Shares 350 Est. Cost $53.34 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value $24,551 Shares 266 Est. Cost $83.33 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $24,185 Shares 69 Est. Cost $300.80 Unrealized +11.9%
BIL SPDR BLOOMBERG 1-3 T-BILL ETF 0.0%
Value $24,031 Shares 263 Est. Cost $91.25 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $23,931 Shares 129 Est. Cost $107.02 Unrealized +74.2%
FISV FISERV INC COM 0.0%
Value $23,844 Shares 355 Est. Cost $114.76 Unrealized -26.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $23,315 Shares 66 Est. Cost $47.25 Unrealized +668.7%
SYY SYSCO CORP COM 0.0%
Value $22,694 Shares 308 Est. Cost $68.61 Unrealized +10.0%
O REALTY INCOME CORP REIT COM 0.0%
Value $22,544 Shares 400 Est. Cost $46.24 Unrealized +24.1%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value $22,527 Shares 269 Est. Cost $85.01 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $22,360 Shares 275 Est. Cost $55.55 Unrealized +26.7%
FPE FIRST TRUST PFD ETF 0.0%
Value $21,852 Shares 1,200 Est. Cost $15.97 Unrealized
PFF ISHARES TR PFD & INCOME SECS ETF 0.0%
Value $21,169 Shares 684 Est. Cost $32.20 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $21,096 Shares 24 Est. Cost $424.77 Unrealized +91.5%
EL ESTEE LAUDER COM 0.0%
Value $20,944 Shares 200 Est. Cost $251.58 Unrealized -61.5%
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value $20,748 Shares 12,499 Est. Cost $2.40 Unrealized -27.9%
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.0%
Value $20,743 Shares 134 Est. Cost $154.80 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value $20,660 Shares 500 Est. Cost $40.00 Unrealized -13.0%
USIG ISHARES INVT GRD BD 0.0%
Value $20,500 Shares 396 Est. Cost $52.58 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value $20,222 Shares 184 Est. Cost $118.41 Unrealized
FDX FEDEX CORPORATION COM 0.0%
Value $20,218 Shares 70 Est. Cost $234.19 Unrealized +11.7%
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value $20,076 Shares 300 Est. Cost $139.44 Unrealized
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value $19,987 Shares 829 Est. Cost $28.03 Unrealized
ALNY ALNYLAM PHARMA 0.0%
Value $19,882 Shares 50 Est. Cost $239.47 Unrealized +84.8%
MFC MANULIFE FINL CORP 0.0%
Value $19,767 Shares 545 Est. Cost $30.81 Unrealized +10.2%
JEPQ JP MORGAN NASDAQ EQUITY PREM 0.0%
Value $19,466 Shares 335 Est. Cost $58.11 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $19,408 Shares 75 Est. Cost $122.03 Unrealized +116.5%
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value $19,176 Shares 400 Est. Cost $93.63 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value $19,003 Shares 56 Est. Cost $224.39 Unrealized +47.2%
DOW DOW INC 0.0%
Value $18,971 Shares 812 Est. Cost $47.24 Unrealized -51.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value $18,898 Shares 54 Est. Cost $446.96 Unrealized -23.9%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value $17,901 Shares 300 Est. Cost $57.70 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value $17,712 Shares 360 Est. Cost $43.57 Unrealized +5.1%
WPC W P CAREY INC 0.0%
Value $17,699 Shares 275 Est. Cost $64.36 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND 0.0%
Value $17,695 Shares 711 Est. Cost $24.89 Unrealized
DE DEERE & CO 0.0%
Value $17,691 Shares 38 Est. Cost $314.88 Unrealized +48.5%
EATON VANCE SR CEF TR 0.0%
Value $17,668 Shares 1,586 Est. Cost $13.24 Unrealized
CRM SALESFORCE INC 0.0%
Value $17,483 Shares 66 Est. Cost $254.94 Unrealized -2.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $16,732 Shares 436 Est. Cost $23.71 Unrealized +52.1%
GERN GERON CORP 0.0%
Value $16,375 Shares 12,500 Est. Cost $1.79 Unrealized -29.7%
BRO BROWN & BROWN INC COM 0.0%
Value $16,258 Shares 204 Est. Cost $44.44 Unrealized +87.6%
ISRG INTUITIVE SURGICAL 0.0%
Value $15,857 Shares 28 Est. Cost $400.89 Unrealized +32.8%
PNC PNC FINANCIAL SERVICES GROUPCOM 0.0%
Value $15,654 Shares 75 Est. Cost $192.78 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $15,585 Shares 321 Est. Cost $47.08 Unrealized 0.0%
XLY SPDR CONSUMER FUND 0.0%
Value $15,523 Shares 130 Est. Cost $119.41 Unrealized
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value $15,511 Shares 50 Est. Cost $161.79 Unrealized +76.4%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value $15,500 Shares 160 Est. Cost $63.54 Unrealized
LRCX LAM NPV 0.0%
Value $15,406 Shares 90 Est. Cost $77.02 Unrealized +101.7%
KBWB INVESCO KBW ETF 0.0%
Value $15,172 Shares 180 Est. Cost $63.84 Unrealized
IGSB ISHARES TR 1-3 YEAR CR BD ETF 0.0%
Value $14,965 Shares 283 Est. Cost $52.88 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $14,943 Shares 782 Est. Cost $70.48 Unrealized -71.6%
PFE PFIZER INC COM 0.0%
Value $14,908 Shares 599 Est. Cost $28.42 Unrealized -11.9%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value $14,712 Shares 200 Est. Cost $60.00 Unrealized
NDAQ NASDAQ INC 0.0%
Value $14,569 Shares 150 Est. Cost $89.74 Unrealized 0.0%
UTL UNITIL CORP COM 0.0%
Value $14,529 Shares 300 Est. Cost $43.68 Unrealized +11.4%
DHI D R HORTON INC 0.0%
Value $14,403 Shares 100 Est. Cost $152.01 Unrealized 0.0%
USB U.S. BANCORP COM 0.0%
Value $14,353 Shares 269 Est. Cost $40.18 Unrealized +21.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $14,189 Shares 173 Est. Cost $73.28 Unrealized +6.3%
AMAT APPLIED MATERIALS INC COM 0.0%
Value $13,619 Shares 53 Est. Cost $105.71 Unrealized +126.6%
ES EVERSOURCE ENERGY 0.0%
Value $13,466 Shares 200 Est. Cost $70.27 Unrealized -1.0%
F FORD MOTOR CO DEL COM 0.0%
Value $13,120 Shares 1,000 Est. Cost $9.51 Unrealized +34.9%
PLD PROLOGIS INC 0.0%
Value $12,766 Shares 100 Est. Cost $111.93 Unrealized +10.7%
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value $12,720 Shares 250 Est. Cost $83.88 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $12,676 Shares 113 Est. Cost $80.38 Unrealized +45.0%
SJM SMUCKER J M CO COM 0.0%
Value $12,226 Shares 125 Est. Cost $100.50 Unrealized +2.3%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value $12,120 Shares 110 Est. Cost $109.58 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value $11,958 Shares 150 Est. Cost $76.22 Unrealized
CRL CHARLES RIVER LABS INTL INC 0.0%
Value $10,971 Shares 55 Est. Cost $226.63 Unrealized -20.0%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $10,920 Shares 167 Est. Cost $65.39 Unrealized
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value $10,626 Shares 238 Est. Cost $42.20 Unrealized
SEE SEALED AIR CORPORATION 0.0%
Value $10,564 Shares 255 Est. Cost $40.72 Unrealized -5.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value $10,332 Shares 89 Est. Cost $38.28 Unrealized +188.6%
AMX AMERICA MOVIL NPV ADR 0.0%
Value $10,330 Shares 500 Est. Cost $14.22 Unrealized
CRDL CARDIOL THERAPEUTICS I 0.0%
Value $10,250 Shares 5,000 Est. Cost $1.21 Unrealized -13.8%
GRMN GARMIN LTD 0.0%
Value $10,142 Shares 50 Est. Cost $196.09 Unrealized +10.5%
CNC CENTENE CORP 0.0%
Value $9,876 Shares 240 Est. Cost $73.30 Unrealized -48.9%
COO COOPER COS INC NPV 0.0%
Value $9,835 Shares 120 Est. Cost $74.85 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value $9,594 Shares 410 Est. Cost $21.95 Unrealized
TLH ISHARES 10-20 YR TREAS 0.0%
Value $9,556 Shares 94 Est. Cost $109.33 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $9,434 Shares 200 Est. Cost $49.11 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $9,336 Shares 25 Est. Cost $240.00 Unrealized
HSY HERSHEY COMPANY 0.0%
Value $9,099 Shares 50 Est. Cost $217.16 Unrealized -16.1%
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value $8,812 Shares 29 Est. Cost $303.86 Unrealized
EXC EXELON CORP COM 0.0%
Value $8,718 Shares 200 Est. Cost $25.25 Unrealized +80.1%
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value $8,630 Shares 258 Est. Cost $31.01 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value $8,540 Shares 200 Est. Cost $31.52 Unrealized +41.5%
KHC KRAFT HEINZ CO 0.0%
Value $8,486 Shares 350 Est. Cost $29.81 Unrealized -17.4%
WMB WILLIAMS CO INC COM 0.0%
Value $8,415 Shares 140 Est. Cost $57.67 Unrealized +4.2%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value $8,415 Shares 29 Est. Cost $302.09 Unrealized -7.3%
MCK MCKESSON CORPORATION COM 0.0%
Value $8,202 Shares 10 Est. Cost $299.63 Unrealized +172.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $8,075 Shares 518 Est. Cost $17.01 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $8,050 Shares 340 Est. Cost $27.88 Unrealized -17.5%
CPRT COPART INC 0.0%
Value $7,828 Shares 200 Est. Cost $41.46 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $7,628 Shares 80 Est. Cost $101.18 Unrealized -3.1%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value $7,501 Shares 645 Est. Cost $15.50 Unrealized
NFLX NETFLIX INC 0.0%
Value $7,500 Shares 80 Est. Cost $108.34 Unrealized -0.5%
MRNA MODERNA INC 0.0%
Value $7,370 Shares 250 Est. Cost $52.73 Unrealized -48.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $7,021 Shares 150 Est. Cost $28.18 Unrealized +54.9%
HLN HALEON PLC 0.0%
Value $6,895 Shares 682 Est. Cost $5.92 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value $6,472 Shares 400 Est. Cost $21.25 Unrealized
ASML ASML HOLDINGS N V 0.0%
Value $6,419 Shares 6 Est. Cost $1069.83 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value $6,330 Shares 15 Est. Cost $263.91 Unrealized +66.4%
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value $6,280 Shares 168 Est. Cost $40.70 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $6,209 Shares 70 Est. Cost $62.43 Unrealized +42.9%
APH AMPHENOL CORP CL A 0.0%
Value $5,675 Shares 42 Est. Cost $133.54 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value $4,922 Shares 59 Est. Cost $34.52 Unrealized +121.1%
SHEL SHELL PLC NPV ADR 0.0%
Value $4,849 Shares 66 Est. Cost $55.11 Unrealized
MFG MIZUHO FINANCIAL GRP ADR 0.0%
Value $4,472 Shares 611 Est. Cost $7.32 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.0%
Value $4,380 Shares 75 Est. Cost $40.28 Unrealized +33.0%
AON AON PLC CL A 0.0%
Value $4,234 Shares 12 Est. Cost $349.16 Unrealized 0.0%
SPGI S & P GLOBAL INC 0.0%
Value $4,180 Shares 8 Est. Cost $494.21 Unrealized 0.0%
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value $4,146 Shares 300 Est. Cost $10.38 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $4,136 Shares 45 Est. Cost $91.91 Unrealized
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value $4,125 Shares 40 Est. Cost $75.00 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $4,108 Shares 30 Est. Cost $91.33 Unrealized
RELX RELX PLC ADR 0.0%
Value $3,758 Shares 93 Est. Cost $40.41 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value $3,606 Shares 16 Est. Cost $217.58 Unrealized 0.0%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value $3,601 Shares 230 Est. Cost $13.04 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value $3,530 Shares 563 Est. Cost $8.88 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $3,511 Shares 20 Est. Cost $107.94 Unrealized +54.8%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $3,487 Shares 50 Est. Cost $52.20 Unrealized
CRON CRONOS GROUP INC 0.0%
Value $3,484 Shares 1,330 Est. Cost $10.59 Unrealized -75.6%
CCEP COCA COLA EUROPAC PARTNERS 0.0%
Value $3,083 Shares 34 Est. Cost $89.63 Unrealized 0.0%
VNT VONTIER CORP 0.0%
Value $2,974 Shares 80 Est. Cost $32.62 Unrealized +17.3%
PTC PTC INC 0.0%
Value $2,961 Shares 17 Est. Cost $185.83 Unrealized 0.0%
FNF FIDELITY NATL FINL INC 0.0%
Value $2,729 Shares 50 Est. Cost $38.96 Unrealized +40.6%
URI UNITED RENTALS INC 0.0%
Value $2,427 Shares 3 Est. Cost $867.08 Unrealized 0.0%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value $2,364 Shares 13 Est. Cost $182.55 Unrealized -5.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $2,299 Shares 6 Est. Cost $400.79 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG C 0.0%
Value $2,277 Shares 27 Est. Cost $88.51 Unrealized 0.0%
HDB HDFC BANK LTD ADR 0.0%
Value $2,192 Shares 60 Est. Cost $36.53 Unrealized
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value $2,168 Shares 71 Est. Cost $31.42 Unrealized
MET METLIFE INC COM 0.0%
Value $1,973 Shares 25 Est. Cost $47.61 Unrealized +65.8%
SAMG SILVERCREST ASSET MGMT 0.0%
Value $1,898 Shares 125 Est. Cost $19.13 Unrealized -24.1%
RAL RALLIANT CORP COM 0.0%
Value $1,832 Shares 36 Est. Cost $44.46 Unrealized +5.4%
TSLA TESLA INC 0.0%
Value $1,798 Shares 4 Est. Cost $333.26 Unrealized +33.0%
ZTS ZOETIS INC 0.0%
Value $1,761 Shares 14 Est. Cost $130.26 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.0%
Value $1,740 Shares 19 Est. Cost $95.73 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value $1,653 Shares 41 Est. Cost $44.64 Unrealized
MTCH MATCH GROUP INC 0.0%
Value $1,549 Shares 48 Est. Cost $146.86 Unrealized -77.6%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value $1,486 Shares 315 Est. Cost $7.94 Unrealized
CPAY CORPAY INC 0.0%
Value $1,203 Shares 4 Est. Cost $290.32 Unrealized 0.0%
VTRS VIATRIS INC NPV 0.0%
Value $1,069 Shares 86 Est. Cost $12.95 Unrealized -17.2%
KD KYNDRYL HLDGS INC USD 0.0%
Value $663 Shares 25 Est. Cost $21.28 Unrealized +27.4%
AVNS AVANOS MEDICAL INC 0.0%
Value $449 Shares 40 Est. Cost $46.93 Unrealized -75.6%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $411 Shares 26 Est. Cost $15.68 Unrealized 0.0%
IMDX INSIGHT MOLECULAR DIAGNOSTIC 0.0%
Value $187 Shares 25 Est. Cost $3.72 Unrealized +51.7%
OGN ORGANON & CO 0.0%
Value $142 Shares 20 Est. Cost $26.71 Unrealized -70.5%
EMBC EMBECTA CORP 0.0%
Value $118 Shares 10 Est. Cost $25.42 Unrealized -48.6%
SER SERINA THERAPEUTICS INC 0.0%
Value $53 Shares 28 Est. Cost $9.84 Unrealized -58.8%
CGC CANOPY GROWTH CORP NPV 0.0%
Value $36 Shares 32 Est. Cost $5.96 Unrealized -78.4%