Piscataqua Savings Bank Diversified Active

Location: Portsmouth, NH

CIK: 0001855835 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 10, 2026

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

Holdings (416)

MSFT MICROSOFT CORP COM 6.9%
Value $9.843M Shares 26,591 Est. Cost $273.51 Unrealized +58.9%
AAPL APPLE INC. COM 6.7%
Value $9.477M Shares 37,342 Est. Cost $126.46 Unrealized +107.8%
GOOGL ALPHABET INC CL A 5.1%
Value $7.222M Shares 25,117 Est. Cost $109.44 Unrealized +195.4%
JPM JPMORGAN CHASE & CO COM 3.8%
Value $5.443M Shares 18,506 Est. Cost $132.00 Unrealized +135.9%
NDSN NORDSON CORP NPV 3.7%
Value $5.322M Shares 20,002 Est. Cost $230.86 Unrealized +20.1%
TJX TJX COMPANIES, INC 2.9%
Value $4.11M Shares 25,736 Est. Cost $63.51 Unrealized +142.9%
GLW CORNING INC COM 2.5%
Value $3.521M Shares 25,897 Est. Cost $33.77 Unrealized +230.7%
AMZN AMAZON COM INC 2.2%
Value $3.143M Shares 15,091 Est. Cost $131.58 Unrealized +72.4%
BAC BANK OF AMER CORP COM 1.8%
Value $2.612M Shares 53,587 Est. Cost $30.97 Unrealized +73.3%
RTX RTX CORPORATION COM 1.8%
Value $2.554M Shares 13,240 Est. Cost $69.05 Unrealized +184.7%
MA MASTERCARD INC CL A 1.8%
Value $2.541M Shares 5,086 Est. Cost $339.76 Unrealized +58.7%
ABBV ABBVIE, INC 1.7%
Value $2.45M Shares 11,263 Est. Cost $116.36 Unrealized +91.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.6%
Value $2.253M Shares 4,702 Est. Cost $247.16 Unrealized +99.7%
SMH VANECK SEMICONDUCTOR ETF 1.6%
Value $2.237M Shares 5,835 Est. Cost $209.74 Unrealized
CVX CHEVRON CORPORATION COM 1.6%
Value $2.236M Shares 10,809 Est. Cost $79.58 Unrealized +116.0%
TEL TE CONNECTIVITY PLC 1.5%
Value $2.095M Shares 10,021 Est. Cost $146.81 Unrealized +56.5%
XOM EXXON MOBIL CORP COM 1.5%
Value $2.067M Shares 12,185 Est. Cost $46.58 Unrealized +197.8%
UNP UNION PAC CORP COM 1.4%
Value $1.987M Shares 8,192 Est. Cost $188.09 Unrealized +29.4%
CSCO CISCO SYS INC COM 1.4%
Value $1.969M Shares 25,376 Est. Cost $40.89 Unrealized +90.5%
AXP AMERICAN EXPRESS CO COM 1.3%
Value $1.879M Shares 6,212 Est. Cost $124.36 Unrealized +186.4%
RCL ROYAL CARIBBEAN GROUP 1.3%
Value $1.786M Shares 6,490 Est. Cost $81.21 Unrealized +280.3%
BLK BLACKROCK INC NPV 1.2%
Value $1.721M Shares 1,790 Est. Cost $990.65 Unrealized +10.8%
V VISA INC 1.1%
Value $1.561M Shares 5,164 Est. Cost $203.18 Unrealized +62.0%
LLY LILLY ELI & CO COM 1.1%
Value $1.516M Shares 1,648 Est. Cost $526.80 Unrealized +98.8%
SPY S & P 500 INDEX DEP RECEIPTS ETF 1.0%
Value $1.485M Shares 2,283 Est. Cost $565.31 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value $1.409M Shares 5,208 Est. Cost $319.66 Unrealized -3.4%
MCD MCDONALDS CORP COM 1.0%
Value $1.386M Shares 4,459 Est. Cost $228.54 Unrealized +38.8%
PEP PEPSICO INC COM 0.9%
Value $1.274M Shares 8,202 Est. Cost $118.55 Unrealized +30.5%
GOOG ALPHABET INC CL C 0.9%
Value $1.253M Shares 4,368 Est. Cost $119.25 Unrealized +171.4%
WM WASTE MANAGEMENT INC COM 0.9%
Value $1.245M Shares 5,420 Est. Cost $149.30 Unrealized +51.4%
PNR PENTAIR PLC 0.9%
Value $1.245M Shares 14,297 Est. Cost $54.52 Unrealized +88.1%
VPU VANGUARD UTILITIES ETF 0.8%
Value $1.201M Shares 6,061 Est. Cost $143.44 Unrealized
MPC MARATHON PETROLEUM CORP 0.8%
Value $1.177M Shares 4,821 Est. Cost $47.90 Unrealized +285.6%
SYK STRYKER CORP COM 0.8%
Value $1.159M Shares 3,526 Est. Cost $229.77 Unrealized +58.7%
HD HOME DEPOT INC COM 0.8%
Value $1.106M Shares 3,362 Est. Cost $257.16 Unrealized +46.6%
CL COLGATE PALMOLIVE CO COM 0.8%
Value $1.072M Shares 12,579 Est. Cost $71.33 Unrealized +24.4%
TXN TEXAS INSTRS INC COM 0.7%
Value $989K Shares 5,094 Est. Cost $151.36 Unrealized +36.3%
SCHX SCHWAB US LARGE CAP 0.6%
Value $922K Shares 35,983 Est. Cost $26.90 Unrealized
GILD GILEAD SCIENCES COM 0.6%
Value $858K Shares 6,157 Est. Cost $54.18 Unrealized +155.4%
PRU PRUDENTIAL FINANCIAL, INC COM 0.6%
Value $848K Shares 8,678 Est. Cost $68.53 Unrealized +56.7%
DIS DISNEY WALT CO COM 0.6%
Value $822K Shares 8,534 Est. Cost $179.14 Unrealized -38.9%
VGK VANGUARD FTSE EUROPE ETF 0.6%
Value $790K Shares 9,582 Est. Cost $83.61 Unrealized
GE GE AEROSPACE 0.5%
Value $782K Shares 2,755 Est. Cost $149.25 Unrealized +113.2%
NEE NEXTERA ENERGY INC 0.5%
Value $766K Shares 8,246 Est. Cost $68.82 Unrealized +26.7%
DHR DANAHER CORPORATION COM 0.5%
Value $752K Shares 3,964 Est. Cost $199.50 Unrealized +12.6%
ABT ABBOTT LABS COM 0.5%
Value $740K Shares 7,211 Est. Cost $113.85 Unrealized +1.4%
EFA ISHARES MSCI EAFE ETF 0.5%
Value $737K Shares 7,591 Est. Cost $87.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value $711K Shares 2,932 Est. Cost $116.14 Unrealized +144.5%
JNJ JOHNSON & JOHNSON COM 0.5%
Value $708K Shares 2,895 Est. Cost $150.84 Unrealized +51.1%
PG PROCTER AND GAMBLE CO COM 0.5%
Value $706K Shares 4,891 Est. Cost $135.27 Unrealized +12.2%
FENI FIDELITY ENHANCED INTER ETF 0.5%
Value $684K Shares 18,378 Est. Cost $36.88 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.4%
Value $636K Shares 2,127 Est. Cost $314.79 Unrealized
CMCSA COMCAST CORP NEW COM CL A 0.4%
Value $603K Shares 21,015 Est. Cost $45.80 Unrealized -34.9%
XLB SPDR MATERIALS SELECT SECTOR ETF 0.4%
Value $587K Shares 11,752 Est. Cost $66.77 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value $585K Shares 6,591 Est. Cost $91.90 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $560K Shares 3,210 Est. Cost $99.85 Unrealized +86.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value $545K Shares 22,002 Est. Cost $24.04 Unrealized
FTEC FID MSCI INFORMATION TECHNOLOGY INDEX 0.4%
Value $543K Shares 2,608 Est. Cost $224.67 Unrealized
CSX CSX CORP 0.4%
Value $538K Shares 13,121 Est. Cost $30.16 Unrealized +27.7%
VEA VANGUARD DEV MKTS INDEX FD ETF 0.4%
Value $533K Shares 8,320 Est. Cost $60.84 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value $527K Shares 6,619 Est. Cost $31.89 Unrealized +182.4%
VTES VANGUARD WELLINGTON FD ST EX BOND ETF 0.4%
Value $506K Shares 5,000 Est. Cost $101.85 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.4%
Value $501K Shares 17,223 Est. Cost $29.07 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value $489K Shares 3,705 Est. Cost $43.26 Unrealized +137.3%
STT STATE STR CORP COM 0.3%
Value $472K Shares 3,727 Est. Cost $66.91 Unrealized +94.7%
FCOM FID MSCI COMMUNICATIONS SERVICES INDEX 0.3%
Value $447K Shares 6,570 Est. Cost $73.28 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value $427K Shares 6,122 Est. Cost $63.78 Unrealized
EEM ISHARES MSCI EMG MKT ETF 0.3%
Value $420K Shares 7,400 Est. Cost $53.43 Unrealized
CARR CARRIER GLOBAL CORP COM 0.3%
Value $415K Shares 7,379 Est. Cost $37.58 Unrealized +58.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.3%
Value $392K Shares 6,063 Est. Cost $70.77 Unrealized +7.1%
PAAA PGIM AAA CLO ETF 0.3%
Value $387K Shares 7,562 Est. Cost $51.18 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.3%
Value $383K Shares 7,637 Est. Cost $40.69 Unrealized +7.7%
MRK MERCK & CO INC NEW 0.3%
Value $377K Shares 3,135 Est. Cost $63.91 Unrealized +78.8%
GEV GE VERNOVA INC 0.3%
Value $371K Shares 425 Est. Cost $437.43 Unrealized +68.5%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value $365K Shares 603 Est. Cost $424.73 Unrealized +44.6%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $341K Shares 1,373 Est. Cost $225.49 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value $339K Shares 568 Est. Cost $417.77 Unrealized
AWK AMERICAN WATER WORKS 0.2%
Value $328K Shares 2,411 Est. Cost $137.69 Unrealized -6.4%
GD GENERAL DYNAMICS COM 0.2%
Value $328K Shares 955 Est. Cost $160.68 Unrealized +120.6%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.2%
Value $317K Shares 10,318 Est. Cost $30.68 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value $316K Shares 446 Est. Cost $197.26 Unrealized +246.9%
COR CENCORA INC 0.2%
Value $306K Shares 975 Est. Cost $98.33 Unrealized +259.1%
HON HONEYWELL INTL INC COM 0.2%
Value $295K Shares 1,304 Est. Cost $176.65 Unrealized +27.9%
FHLC FID MSCI HEALTH CARE INDEX 0.2%
Value $292K Shares 4,145 Est. Cost $74.28 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.2%
Value $288K Shares 8,000 Est. Cost $36.38 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $284K Shares 470 Est. Cost $423.56 Unrealized +41.9%
SCHH SCHWAB US REIT ETF 0.2%
Value $283K Shares 13,196 Est. Cost $20.88 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.2%
Value $275K Shares 477 Est. Cost $513.18 Unrealized
SPSM SPDR SERIES TRUST STATE STREET SPD 0.2%
Value $274K Shares 5,680 Est. Cost $46.86 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value $267K Shares 1,312 Est. Cost $156.66 Unrealized +53.7%
VPL VANGUARD PACIFIC STOCK INDEXFUND ETF 0.2%
Value $264K Shares 2,705 Est. Cost $90.40 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value $256K Shares 1,690 Est. Cost $114.08 Unrealized
NKE NIKE CORP COM 0.2%
Value $252K Shares 4,778 Est. Cost $126.21 Unrealized -49.3%
IWF ISHARES RUS 1000 GROWTH ETF 0.2%
Value $252K Shares 591 Est. Cost $245.07 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value $235K Shares 3,557 Est. Cost $30.41 Unrealized +107.3%
GLD SPDR GOLD TRUST ETF 0.2%
Value $235K Shares 545 Est. Cost $170.02 Unrealized
STZ CONSTELLATION BRANDS CLASS A 0.2%
Value $231K Shares 1,542 Est. Cost $207.50 Unrealized -24.8%
T AT&T INC COM 0.2%
Value $229K Shares 7,911 Est. Cost $19.63 Unrealized +31.1%
IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF 0.2%
Value $228K Shares 1,837 Est. Cost $110.50 Unrealized
MS MORGAN STANLEY COM 0.2%
Value $221K Shares 1,345 Est. Cost $77.09 Unrealized +133.1%
NVS NOVARTIS AG SPNSRD ADR 0.2%
Value $218K Shares 1,429 Est. Cost $86.57 Unrealized
RWR SPDR SERIES TRUST STATE STREET SPD 0.2%
Value $215K Shares 2,129 Est. Cost $98.23 Unrealized
KO COCA COLA CO COM 0.2%
Value $214K Shares 2,819 Est. Cost $48.29 Unrealized +54.8%
FDIS FID MSCI CONSUMER DISCRETIONARY INDEX 0.1%
Value $204K Shares 2,186 Est. Cost $102.16 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value $199K Shares 2,203 Est. Cost $80.24 Unrealized
VWO VANGUARD EMERGING MARKETS ETF #964 0.1%
Value $199K Shares 3,674 Est. Cost $51.60 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value $198K Shares 199 Est. Cost $686.00 Unrealized +40.5%
APD AIR PRODUCTS & CHEMS INC COM 0.1%
Value $198K Shares 682 Est. Cost $240.16 Unrealized +13.0%
FSTA FID MSCI CONSUMER STAPLES INDEX 0.1%
Value $194K Shares 3,705 Est. Cost $49.18 Unrealized
INTC INTEL CORP COM 0.1%
Value $188K Shares 4,257 Est. Cost $51.51 Unrealized -9.9%
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value $188K Shares 3,094 Est. Cost $51.04 Unrealized +12.5%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.1%
Value $185K Shares 6,334 Est. Cost $29.13 Unrealized
PFF ISHARES TR PFD & INCOME SECS ETF 0.1%
Value $184K Shares 6,055 Est. Cost $30.52 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value $182K Shares 700 Est. Cost $195.58 Unrealized +39.7%
IYM ISHARES U.S. BASIC MTLS ETF 0.1%
Value $179K Shares 1,020 Est. Cost $125.91 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $176K Shares 3,000 Est. Cost $30.35 Unrealized +101.4%
CI CIGNA CORP 0.1%
Value $176K Shares 660 Est. Cost $216.79 Unrealized +29.5%
PM PHILIP MORRIS INTL INC 0.1%
Value $175K Shares 1,060 Est. Cost $69.34 Unrealized +153.7%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $175K Shares 1,019 Est. Cost $543.91 Unrealized -67.9%
TGT TARGET CORP COM 0.1%
Value $175K Shares 1,440 Est. Cost $155.25 Unrealized -29.7%
ESQ ESQUIRE FINL HLDGS INC 0.1%
Value $172K Shares 1,600 Est. Cost $41.08 Unrealized +163.8%
ETN EATON CORP PLC 0.1%
Value $170K Shares 476 Est. Cost $151.69 Unrealized +133.1%
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value $166K Shares 1,791 Est. Cost $85.37 Unrealized
HEZU ISHARES CURRENCY HEDGE MSCI EUROZONE ETF 0.1%
Value $165K Shares 3,765 Est. Cost $43.75 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value $163K Shares 947 Est. Cost $192.19 Unrealized -9.0%
AMGN AMGEN INC COM 0.1%
Value $161K Shares 457 Est. Cost $205.71 Unrealized +70.0%
LIN LINDE PLC NPV 0.1%
Value $152K Shares 307 Est. Cost $332.86 Unrealized +38.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $151K Shares 6,036 Est. Cost $25.09 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value $150K Shares 725 Est. Cost $97.70 Unrealized +107.7%
CMI CUMMINS INC 0.1%
Value $150K Shares 279 Est. Cost $207.83 Unrealized +176.9%
EMR EMERSON ELECTRIC CO COM 0.1%
Value $145K Shares 1,106 Est. Cost $77.81 Unrealized +90.8%
LOW LOWES COS INC COM 0.1%
Value $144K Shares 609 Est. Cost $188.29 Unrealized +44.2%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND 0.1%
Value $142K Shares 6,263 Est. Cost $22.96 Unrealized
WMT WALMART INC COM 0.1%
Value $142K Shares 1,142 Est. Cost $67.83 Unrealized +79.9%
FESM FIDELITY ENHANCED SMALL CAP ETF 0.1%
Value $141K Shares 3,700 Est. Cost $37.84 Unrealized
HIG HARTFORD INSURANCE GRP INC COM 0.1%
Value $135K Shares 1,000 Est. Cost $67.68 Unrealized +102.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value $135K Shares 1,029 Est. Cost $75.89 Unrealized +59.3%
SMBS SCHWAB MBS ETF 0.1%
Value $134K Shares 5,234 Est. Cost $25.67 Unrealized
FNCL FID MSCI FINANCIALS INDEX 0.1%
Value $131K Shares 1,865 Est. Cost $77.74 Unrealized
PSX PHILLIPS 66 0.1%
Value $130K Shares 714 Est. Cost $73.91 Unrealized +99.1%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value $130K Shares 1,925 Est. Cost $104.55 Unrealized
VLTO VERALTO CORP 0.1%
Value $125K Shares 1,418 Est. Cost $73.75 Unrealized +32.2%
CAH CARDINAL HEALTH INC COM 0.1%
Value $124K Shares 588 Est. Cost $48.93 Unrealized +340.1%
ACN ACCENTURE PLC 0.1%
Value $122K Shares 613 Est. Cost $245.00 Unrealized +3.4%
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value $121K Shares 400 Est. Cost $274.27 Unrealized
KLAC KLA CORPORATION 0.1%
Value $119K Shares 81 Est. Cost $325.71 Unrealized +348.9%
IGIB ISHARES INTERM CREDIT BD ETF 0.1%
Value $118K Shares 2,225 Est. Cost $53.88 Unrealized
META META PLATFORMS INC 0.1%
Value $116K Shares 203 Est. Cost $633.58 Unrealized +3.5%
COF CAPITAL ONE FINANCIAL 0.1%
Value $115K Shares 633 Est. Cost $189.51 Unrealized +17.8%
AVGO BROADCOM INC 0.1%
Value $115K Shares 370 Est. Cost $215.92 Unrealized +54.8%
DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF 0.1%
Value $114K Shares 1,300 Est. Cost $57.14 Unrealized
EPD ENTERPRISE PRODS PARTNERS LPCOM 0.1%
Value $114K Shares 3,000 Est. Cost $29.11 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $112K Shares 762 Est. Cost $60.61 Unrealized +179.8%
SCHE SCHWAB EMERGING MARKETS EQUITY 0.1%
Value $111K Shares 3,356 Est. Cost $32.83 Unrealized
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 +30.5%
MDLZ MONDELEZ INTL INC 0.1%
Value $102K Shares 1,762 Est. Cost $51.81 Unrealized +12.2%
VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF 0.1%
Value $100K Shares 1,134 Est. Cost $87.10 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value $97,230 Shares 1,000 Est. Cost $92.40 Unrealized
KMB KIMBERLY- CLARK CORP COM 0.1%
Value $95,215 Shares 987 Est. Cost $112.83 Unrealized -8.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FD ETF 0.1%
Value $94,511 Shares 596 Est. Cost $144.16 Unrealized
D DOMINION ENERGY INC NPV 0.1%
Value $93,761 Shares 1,517 Est. Cost $58.48 Unrealized +5.4%
ASTE ASTEC INDUSTRIES 0.1%
Value $91,528 Shares 1,700 Est. Cost $38.74 Unrealized +34.7%
BCC BOISE CASCADE CO DEL 0.1%
Value $91,020 Shares 1,200 Est. Cost $58.39 Unrealized +43.4%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $89,592 Shares 329 Est. Cost $227.96 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value $89,522 Shares 100 Est. Cost $276.14 Unrealized +246.9%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value $87,213 Shares 125 Est. Cost $347.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value $85,087 Shares 541 Est. Cost $123.33 Unrealized +33.8%
EWJ ISHARES TR MSCI JAPAN ETF 0.1%
Value $83,426 Shares 988 Est. Cost $80.74 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value $81,757 Shares 257 Est. Cost $179.39 Unrealized +76.2%
ESGV VANGUARD ESQ US STOCK FD ETF 0.1%
Value $79,823 Shares 711 Est. Cost $69.77 Unrealized
GWW W.W. GRAINGER INC COM 0.1%
Value $76,356 Shares 70 Est. Cost $366.83 Unrealized +198.4%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value $75,159 Shares 515 Est. Cost $118.45 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.1%
Value $72,165 Shares 976 Est. Cost $73.94 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value $67,378 Shares 706 Est. Cost $96.16 Unrealized
WELL WELLTOWER INC 0.0%
Value $66,825 Shares 338 Est. Cost $59.03 Unrealized +216.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $66,212 Shares 345 Est. Cost $171.01 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $65,540 Shares 500 Est. Cost $67.49 Unrealized +78.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $63,358 Shares 822 Est. Cost $62.66 Unrealized +42.9%
IJJ ISHARES S&P MIDCAP 400 VL ETF 0.0%
Value $62,805 Shares 474 Est. Cost $96.89 Unrealized
EFX EQUIFAX INC COM 0.0%
Value $62,483 Shares 347 Est. Cost $172.91 Unrealized +18.2%
IWD ISHARES RUS 1000 VALUE ETF 0.0%
Value $61,963 Shares 290 Est. Cost $148.72 Unrealized
SO SOUTHERN CO COM 0.0%
Value $61,772 Shares 640 Est. Cost $49.84 Unrealized +79.7%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $60,077 Shares 2,945 Est. Cost $21.00 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $59,742 Shares 832 Est. Cost $62.28 Unrealized +25.2%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value $59,700 Shares 2,607 Est. Cost $23.45 Unrealized
NUVEEN MUNICIPAL CREDIT INCOME FUND 0.0%
Value $57,976 Shares 4,760 Est. Cost $10.43 Unrealized
EXE EXPAND ENERGY CORP 0.0%
Value $57,085 Shares 520 Est. Cost $89.24 Unrealized +18.6%
AFL AFLAC, INC. COM 0.0%
Value $57,049 Shares 520 Est. Cost $63.71 Unrealized +74.6%
MDT MEDTRONIC PLC 0.0%
Value $55,975 Shares 646 Est. Cost $99.14 Unrealized +0.4%
FAST FASTENAL CO 0.0%
Value $55,680 Shares 1,200 Est. Cost $30.70 Unrealized +44.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $55,263 Shares 975 Est. Cost $56.68 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $54,536 Shares 265 Est. Cost $182.34 Unrealized
EVR EVERCORE INC 0.0%
Value $53,731 Shares 180 Est. Cost $111.29 Unrealized +216.2%
XLF SPDR FINANCIAL SELECT SECTOR ETF 0.0%
Value $52,025 Shares 1,054 Est. Cost $54.77 Unrealized
CLX CLOROX CO 0.0%
Value $51,814 Shares 500 Est. Cost $165.03 Unrealized -30.7%
QCOM QUALCOMM INC COM 0.0%
Value $51,511 Shares 400 Est. Cost $133.00 Unrealized +15.7%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $50,531 Shares 438 Est. Cost $84.91 Unrealized +19.2%
XLI SPDR INDUSTRIAL SELECT SECTOR ETF 0.0%
Value $49,489 Shares 306 Est. Cost $134.06 Unrealized
CTVA CORTEVA INC 0.0%
Value $48,801 Shares 583 Est. Cost $43.20 Unrealized +68.4%
ECL ECOLAB INC COM 0.0%
Value $46,816 Shares 176 Est. Cost $201.14 Unrealized +42.3%
TRV TRAVELERS COS INC COM 0.0%
Value $46,081 Shares 158 Est. Cost $133.15 Unrealized +116.7%
PPG PPG INDS INC COM 0.0%
Value $45,958 Shares 430 Est. Cost $130.10 Unrealized -10.2%
XEL XCEL ENERGY INC COM 0.0%
Value $45,678 Shares 575 Est. Cost $54.03 Unrealized +42.8%
ENB ENBRIDGE INC 0.0%
Value $45,468 Shares 840 Est. Cost $25.56 Unrealized +90.0%
CME CME GROUP INC COM 0.0%
Value $44,595 Shares 151 Est. Cost $184.77 Unrealized +56.6%
WEC WEC ENERGY GROUP INC 0.0%
Value $43,760 Shares 378 Est. Cost $74.07 Unrealized +48.4%
IHE ISHARES TR US PHARMACEUTICAL ETF 0.0%
Value $43,166 Shares 498 Est. Cost $103.97 Unrealized
NU NU HOLDINGS LIMITED 0.0%
Value $43,110 Shares 3,000 Est. Cost $11.83 Unrealized +46.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $41,673 Shares 100 Est. Cost $175.88 Unrealized +140.0%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value $41,539 Shares 450 Est. Cost $90.90 Unrealized +4.5%
DD DUPONT DE NEMOURS INC 0.0%
Value $40,290 Shares 880 Est. Cost $29.78 Unrealized +54.8%
XLK SPDR TECHNOLOGY SELECT SECTOR ETF 0.0%
Value $39,338 Shares 296 Est. Cost $139.40 Unrealized
F FORD MOTOR CO DEL COM 0.0%
Value $39,051 Shares 3,384 Est. Cost $12.49 Unrealized +10.0%
WAT WATERS CORPORATION 0.0%
Value $39,008 Shares 131 Est. Cost $295.31 Unrealized +24.3%
BDX BECTON-DICKINSON & CO COM 0.0%
Value $38,518 Shares 245 Est. Cost $225.70 Unrealized -25.6%
ADSK AUTODESK INC COM 0.0%
Value $38,304 Shares 160 Est. Cost $291.93 Unrealized -13.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value $37,891 Shares 9 Est. Cost $3639.86 Unrealized +31.4%
IRM IRON MTN I COM NPV 0.0%
Value $36,055 Shares 353 Est. Cost $27.21 Unrealized +205.9%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value $35,034 Shares 122 Est. Cost $293.73 Unrealized
BR BROADRIDGE FINL SOLUTIONS COM 0.0%
Value $34,933 Shares 215 Est. Cost $168.03 Unrealized +17.7%
MDY STATE STREET SPDR S&P 400 ETF 0.0%
Value $34,538 Shares 56 Est. Cost $482.14 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $34,491 Shares 385 Est. Cost $92.33 Unrealized +1.4%
DOW DOW INC 0.0%
Value $33,813 Shares 812 Est. Cost $47.24 Unrealized -38.5%
KMI KINDER MORGAN INC 0.0%
Value $33,520 Shares 1,000 Est. Cost $11.56 Unrealized +157.3%
DAL DELTA AIRLINES INC 0.0%
Value $33,235 Shares 500 Est. Cost $43.04 Unrealized +62.3%
XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF 0.0%
Value $33,197 Shares 405 Est. Cost $70.20 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $32,496 Shares 198 Est. Cost $43.54 Unrealized +173.4%
ROST ROSS STORES INC 0.0%
Value $32,494 Shares 150 Est. Cost $112.20 Unrealized +71.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value $32,064 Shares 200 Est. Cost $175.21 Unrealized -1.7%
WAB WABTEC 0.0%
Value $31,988 Shares 128 Est. Cost $196.06 Unrealized +21.9%
ATR APTARGROUP INC USD 0.0%
Value $31,882 Shares 253 Est. Cost $129.38 Unrealized +0.6%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value $31,828 Shares 148 Est. Cost $146.86 Unrealized
TOST TOAST INC 0.0%
Value $31,800 Shares 1,200 Est. Cost $35.56 Unrealized -12.8%
A AGILENT TECHNOLOGIES COM 0.0%
Value $31,572 Shares 277 Est. Cost $119.66 Unrealized +12.6%
VTV VANGUARD VALUE INDEX ETF 0.0%
Value $31,392 Shares 160 Est. Cost $138.01 Unrealized
C CITIGROUP INC 0.0%
Value $30,620 Shares 270 Est. Cost $71.20 Unrealized +63.2%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value $30,201 Shares 750 Est. Cost $45.14 Unrealized -14.1%
GSK GSK PLC 25P ADR 0.0%
Value $30,073 Shares 545 Est. Cost $30.08 Unrealized
FXD FIRST TRUST CONSUMER DISCRET EFT 0.0%
Value $29,769 Shares 465 Est. Cost $45.16 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $29,754 Shares 485 Est. Cost $72.65 Unrealized +5.7%
FXZ FIRST TRUST MTRLS ALPHADEX ETF 0.0%
Value $29,721 Shares 390 Est. Cost $56.41 Unrealized
FTV FORTIVE CORP USD 0.01 0.0%
Value $29,125 Shares 527 Est. Cost $50.67 Unrealized +10.9%
BA BOEING COMPANY COM 0.0%
Value $28,858 Shares 145 Est. Cost $190.72 Unrealized +25.1%
MMM 3M CO COM 0.0%
Value $28,173 Shares 194 Est. Cost $120.27 Unrealized +36.3%
INTU INTUIT INC 0.0%
Value $28,104 Shares 65 Est. Cost $395.01 Unrealized +26.0%
PGX INVESCO EXCH TRADED FD TR II PFD ETF 0.0%
Value $28,048 Shares 2,578 Est. Cost $14.87 Unrealized
VSGX VANGUARD WORLD FUND ETF 0.0%
Value $27,970 Shares 390 Est. Cost $51.12 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value $26,853 Shares 297 Est. Cost $142.39 Unrealized -35.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $26,726 Shares 359 Est. Cost $148.34 Unrealized
INDB INDEPENDENT BANK CORP 0.0%
Value $25,718 Shares 342 Est. Cost $70.82 Unrealized +12.8%
TMO THERMO FISHER SCIENTIFIC COM 0.0%
Value $25,557 Shares 52 Est. Cost $501.77 Unrealized +14.5%
GIS GENERAL MILLS INC COM 0.0%
Value $25,530 Shares 686 Est. Cost $48.95 Unrealized -7.1%
FDX FEDEX CORPORATION COM 0.0%
Value $24,931 Shares 70 Est. Cost $234.19 Unrealized +44.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $24,595 Shares 250 Est. Cost $124.41 Unrealized -11.7%
TD TORONTO-DOMINION BANK NEW COM 0.0%
Value $24,539 Shares 263 Est. Cost $63.34 Unrealized +50.4%
O REALTY INCOME CORP REIT COM 0.0%
Value $24,472 Shares 400 Est. Cost $46.24 Unrealized +24.0%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value $24,440 Shares 55 Est. Cost $224.46 Unrealized +122.9%
MKC MCCORMICK & CO COM 0.0%
Value $24,306 Shares 482 Est. Cost $80.22 Unrealized -16.9%
AIG AMERICAN INTL GROUP INC NEW 0.0%
Value $24,230 Shares 322 Est. Cost $38.62 Unrealized +97.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $24,152 Shares 257 Est. Cost $94.74 Unrealized +5.7%
BIL SPDR BLOOMBERG 1-3 T-BILL ETF 0.0%
Value $24,099 Shares 263 Est. Cost $91.25 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $23,401 Shares 350 Est. Cost $53.34 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $22,400 Shares 436 Est. Cost $23.71 Unrealized +103.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $22,374 Shares 129 Est. Cost $107.02 Unrealized +69.5%
VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF 0.0%
Value $22,258 Shares 269 Est. Cost $85.01 Unrealized
SYY SYSCO CORP COM 0.0%
Value $21,969 Shares 308 Est. Cost $68.61 Unrealized +19.9%
COHEN & STEERS INFRASTRCTR FD ETF 0.0%
Value $21,446 Shares 829 Est. Cost $28.03 Unrealized
DE DEERE & CO 0.0%
Value $21,404 Shares 38 Est. Cost $314.88 Unrealized +75.1%
FPE FIRST TRUST PFD ETF 0.0%
Value $21,300 Shares 1,200 Est. Cost $15.97 Unrealized
IYK ISHARES U.S. CONSUMR STAPLES ETF 0.0%
Value $21,009 Shares 300 Est. Cost $139.44 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $20,487 Shares 275 Est. Cost $55.55 Unrealized +48.1%
TIP ISHARES TIPS BD ETF 0.0%
Value $20,305 Shares 184 Est. Cost $118.41 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $20,302 Shares 24 Est. Cost $424.77 Unrealized +119.6%
USIG ISHARES INVT GRD BD 0.0%
Value $20,283 Shares 396 Est. Cost $52.58 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 0.0%
Value $20,247 Shares 216 Est. Cost $83.33 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $20,199 Shares 69 Est. Cost $300.80 Unrealized +16.9%
FISV FISERV INC COM 0.0%
Value $19,805 Shares 355 Est. Cost $114.76 Unrealized -44.3%
DGS WISDOMTREE EMERGING MARKETS SMALLCP DIV FD ETF 0.0%
Value $19,712 Shares 328 Est. Cost $60.10 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.0%
Value $19,645 Shares 134 Est. Cost $154.80 Unrealized
LCTX LINEAGE CELL THERAPUTICS INC 0.0%
Value $19,623 Shares 12,499 Est. Cost $2.40 Unrealized -29.1%
LRCX LAM NPV 0.0%
Value $19,229 Shares 90 Est. Cost $77.02 Unrealized +193.3%
MTB M&T BANK CORP 0.0%
Value $18,811 Shares 91 Est. Cost $181.66 Unrealized +21.7%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value $18,780 Shares 500 Est. Cost $40.00 Unrealized +18.4%
MFC MANULIFE FINL CORP 0.0%
Value $18,764 Shares 545 Est. Cost $30.81 Unrealized +20.4%
WPC W P CAREY INC 0.0%
Value $18,686 Shares 275 Est. Cost $64.36 Unrealized
GERN GERON CORP 0.0%
Value $18,625 Shares 12,500 Est. Cost $1.79 Unrealized -15.6%
JEPQ JP MORGAN NASDAQ EQUITY PREM 0.0%
Value $18,599 Shares 335 Est. Cost $58.11 Unrealized
AVDV AVANTIS INTL SMALL CAP VALUE ETF 0.0%
Value $18,573 Shares 186 Est. Cost $99.85 Unrealized
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value $18,564 Shares 300 Est. Cost $57.70 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $18,430 Shares 66 Est. Cost $47.25 Unrealized +537.3%
EG EVEREST GROUP LTD COM 0.0%
Value $18,303 Shares 56 Est. Cost $224.39 Unrealized +47.6%
AMAT APPLIED MATERIALS INC COM 0.0%
Value $18,114 Shares 53 Est. Cost $105.71 Unrealized +208.9%
ONDS ONDAS INC COM NEW 0.0%
Value $18,080 Shares 2,000 Est. Cost $11.33 Unrealized 0.0%
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND 0.0%
Value $17,575 Shares 711 Est. Cost $24.89 Unrealized
PFE PFIZER INC COM 0.0%
Value $16,813 Shares 599 Est. Cost $28.42 Unrealized -7.9%
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value $16,797 Shares 220 Est. Cost $76.35 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.0%
Value $16,736 Shares 400 Est. Cost $93.63 Unrealized
EATON VANCE SR CEF TR 0.0%
Value $16,716 Shares 1,586 Est. Cost $13.24 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value $16,549 Shares 360 Est. Cost $43.57 Unrealized +17.4%
ALNY ALNYLAM PHARMA 0.0%
Value $16,543 Shares 50 Est. Cost $239.47 Unrealized +47.5%
MAR MARRIOTT INTERNATIONAL - A COM 0.0%
Value $16,353 Shares 50 Est. Cost $161.79 Unrealized +104.5%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $16,243 Shares 75 Est. Cost $122.03 Unrealized +97.0%
IJK ISHARES S&P MIDCAP 400 GR ETF 0.0%
Value $16,099 Shares 160 Est. Cost $63.54 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $15,912 Shares 209 Est. Cost $47.08 Unrealized +38.5%
UTL UNITIL CORP COM 0.0%
Value $15,672 Shares 300 Est. Cost $43.68 Unrealized +15.6%
PNC PNC FINANCIAL SERVICES GROUPCOM 0.0%
Value $15,606 Shares 75 Est. Cost $192.78 Unrealized +16.7%
VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF 0.0%
Value $15,020 Shares 200 Est. Cost $60.00 Unrealized
IGSB ISHARES TR 1-3 YEAR CR BD ETF 0.0%
Value $14,874 Shares 283 Est. Cost $52.88 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $14,556 Shares 160 Est. Cost $71.53 Unrealized 0.0%
EL ESTEE LAUDER COM 0.0%
Value $14,354 Shares 200 Est. Cost $251.58 Unrealized -55.5%
KBWB INVESCO KBW ETF 0.0%
Value $14,241 Shares 180 Est. Cost $63.84 Unrealized
XLY SPDR CONSUMER FUND 0.0%
Value $14,167 Shares 130 Est. Cost $119.41 Unrealized
USB U.S. BANCORP COM 0.0%
Value $13,988 Shares 269 Est. Cost $40.18 Unrealized +40.9%
ES EVERSOURCE ENERGY 0.0%
Value $13,856 Shares 200 Est. Cost $70.27 Unrealized -0.2%
DHI D R HORTON INC 0.0%
Value $13,722 Shares 100 Est. Cost $152.01 Unrealized +2.6%
BRO BROWN & BROWN INC COM 0.0%
Value $13,300 Shares 204 Est. Cost $44.44 Unrealized +67.0%
PLD PROLOGIS INC 0.0%
Value $13,218 Shares 100 Est. Cost $111.93 Unrealized +15.3%
BAX BAXTER INTL INC COM 0.0%
Value $13,129 Shares 782 Est. Cost $70.48 Unrealized -71.0%
ADBE ADOBE SYSTEMS INC 0.0%
Value $13,125 Shares 54 Est. Cost $446.96 Unrealized -35.1%
ISRG INTUITIVE SURGICAL 0.0%
Value $12,906 Shares 28 Est. Cost $400.89 Unrealized +30.0%
AMX AMERICA MOVIL NPV ADR 0.0%
Value $12,735 Shares 500 Est. Cost $14.22 Unrealized
NDAQ NASDAQ INC 0.0%
Value $12,733 Shares 150 Est. Cost $89.74 Unrealized +2.2%
MRNA MODERNA INC 0.0%
Value $12,697 Shares 250 Est. Cost $52.73 Unrealized -18.6%
CLEARBRIDGE ENERGY MLP ETF 0.0%
Value $12,568 Shares 238 Est. Cost $42.20 Unrealized
CRM SALESFORCE INC 0.0%
Value $12,319 Shares 66 Est. Cost $254.94 Unrealized -15.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $12,312 Shares 173 Est. Cost $73.28 Unrealized +12.2%
SJM SMUCKER J M CO COM 0.0%
Value $12,055 Shares 125 Est. Cost $100.50 Unrealized +3.6%
LQD ISHARES IBOXX INV CP ETF 0.0%
Value $11,988 Shares 110 Est. Cost $109.58 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD ETF 0.0%
Value $11,890 Shares 150 Est. Cost $76.22 Unrealized
GRMN GARMIN LTD 0.0%
Value $11,600 Shares 50 Est. Cost $196.09 Unrealized +9.4%
SEE SEALED AIR CORPORATION 0.0%
Value $10,720 Shares 255 Est. Cost $40.72 Unrealized +2.6%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value $10,558 Shares 89 Est. Cost $38.28 Unrealized +213.9%
PAYX PAYCHEX INC COM 0.0%
Value $10,409 Shares 113 Est. Cost $80.38 Unrealized +26.9%
HSY HERSHEY COMPANY 0.0%
Value $10,394 Shares 50 Est. Cost $217.16 Unrealized -5.7%
CRDL CARDIOL THERAPEUTICS I 0.0%
Value $10,250 Shares 5,000 Est. Cost $1.21 Unrealized -17.0%
WMB WILLIAMS CO INC COM 0.0%
Value $10,189 Shares 140 Est. Cost $57.67 Unrealized +15.1%
EXC EXELON CORP COM 0.0%
Value $9,804 Shares 200 Est. Cost $25.25 Unrealized +78.8%
TSM TAIWAN SEMICONDUCTOR MFG COM 0.0%
Value $9,800 Shares 29 Est. Cost $303.86 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $9,593 Shares 518 Est. Cost $17.01 Unrealized
OGE OGE ENERGY CORP USD 0.0%
Value $9,590 Shares 200 Est. Cost $31.52 Unrealized +41.0%
CRL CHARLES RIVER LABS INTL INC 0.0%
Value $9,487 Shares 55 Est. Cost $226.63 Unrealized -12.9%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $9,482 Shares 200 Est. Cost $49.11 Unrealized
TLH ISHARES 10-20 YR TREAS 0.0%
Value $9,467 Shares 94 Est. Cost $109.33 Unrealized
DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF 0.0%
Value $9,269 Shares 258 Est. Cost $31.01 Unrealized
NVO NOVO-NORDISK A S DKK ADR 0.0%
Value $9,187 Shares 250 Est. Cost $83.88 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $8,913 Shares 25 Est. Cost $240.00 Unrealized
COO COOPER COS INC NPV 0.0%
Value $8,580 Shares 120 Est. Cost $74.85 Unrealized +9.7%
EATON VANCE ENHANCED EQUITY INCOME FD II 0.0%
Value $8,384 Shares 410 Est. Cost $21.95 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $8,305 Shares 340 Est. Cost $27.88 Unrealized -14.6%
PWR QUANTA SERVICES INC 0.0%
Value $8,235 Shares 15 Est. Cost $263.91 Unrealized +84.2%
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $8,066 Shares 218 Est. Cost $32.14 Unrealized 0.0%
XLE CEF SELECT SECTOR SPDR UNIT INVT TR 0.0%
Value $7,963 Shares 130 Est. Cost $61.25 Unrealized
ASML ASML HOLDINGS N V 0.0%
Value $7,924 Shares 6 Est. Cost $1069.83 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $7,867 Shares 350 Est. Cost $29.81 Unrealized -19.8%
CNC CENTENE CORP 0.0%
Value $7,855 Shares 240 Est. Cost $73.30 Unrealized -40.9%
NFLX NETFLIX INC 0.0%
Value $7,692 Shares 80 Est. Cost $108.34 Unrealized -22.6%
NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF 0.0%
Value $7,243 Shares 645 Est. Cost $15.50 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $7,052 Shares 70 Est. Cost $62.43 Unrealized +49.8%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $6,967 Shares 150 Est. Cost $28.18 Unrealized +82.0%
MCK MCKESSON CORPORATION COM 0.0%
Value $6,922 Shares 8 Est. Cost $299.63 Unrealized +192.2%
HLN HALEON PLC 0.0%
Value $6,826 Shares 682 Est. Cost $5.92 Unrealized
CPRT COPART INC 0.0%
Value $6,640 Shares 200 Est. Cost $41.46 Unrealized -5.6%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $6,550 Shares 115 Est. Cost $65.39 Unrealized
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value $6,292 Shares 29 Est. Cost $302.09 Unrealized -18.2%
HANCOCK JOHN PFD INCOME FD 0.0%
Value $6,276 Shares 400 Est. Cost $21.25 Unrealized
USHY ISHARES TR BROAD USD HIGH YIELD COR ETF 0.0%
Value $6,188 Shares 168 Est. Cost $40.70 Unrealized
SHEL SHELL PLC NPV ADR 0.0%
Value $6,138 Shares 66 Est. Cost $55.11 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value $5,306 Shares 42 Est. Cost $133.54 Unrealized +9.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $5,020 Shares 80 Est. Cost $101.18 Unrealized -15.2%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value $4,497 Shares 75 Est. Cost $40.28 Unrealized +56.7%
AZN ASTRAZENECA PLC 0.0%
Value $4,338 Shares 22 Est. Cost $190.39 Unrealized 0.0%
FTRI FIRST TRUST TR FD II IND ETF 0.0%
Value $4,103 Shares 230 Est. Cost $13.04 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $4,013 Shares 59 Est. Cost $34.52 Unrealized +120.9%
IYC ISHARES U.S. CNSMR DISC ETF 0.0%
Value $3,876 Shares 40 Est. Cost $75.00 Unrealized
AON AON PLC CL A 0.0%
Value $3,873 Shares 12 Est. Cost $349.16 Unrealized -3.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $3,843 Shares 30 Est. Cost $91.33 Unrealized
MFS CHARTER INCOME TR SBI 0.0%
Value $3,411 Shares 563 Est. Cost $8.88 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $3,407 Shares 50 Est. Cost $52.20 Unrealized
SPGI S & P GLOBAL INC 0.0%
Value $3,402 Shares 8 Est. Cost $494.21 Unrealized -1.8%
FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF 0.0%
Value $3,378 Shares 300 Est. Cost $10.38 Unrealized
CRON CRONOS GROUP INC 0.0%
Value $3,325 Shares 1,330 Est. Cost $10.59 Unrealized -75.0%
CCEP COCA COLA EUROPAC PARTNERS 0.0%
Value $3,082 Shares 34 Est. Cost $89.63 Unrealized +5.6%
TROW T ROWE PRICE GROUP INC COM 0.0%
Value $2,974 Shares 33 Est. Cost $131.04 Unrealized -22.8%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $2,967 Shares 20 Est. Cost $107.94 Unrealized +58.9%
VNT VONTIER CORP 0.0%
Value $2,837 Shares 80 Est. Cost $32.62 Unrealized +20.3%
IQV IQVIA HOLDINGS INC 0.0%
Value $2,728 Shares 16 Est. Cost $217.58 Unrealized -3.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $2,603 Shares 6 Est. Cost $400.79 Unrealized +3.8%
PTC PTC INC 0.0%
Value $2,422 Shares 17 Est. Cost $185.83 Unrealized -13.4%
FNF FIDELITY NATL FINL INC 0.0%
Value $2,319 Shares 50 Est. Cost $38.96 Unrealized +40.0%
AVY AVERY DENNISON CORPORATION COM 0.0%
Value $2,244 Shares 13 Est. Cost $182.55 Unrealized +3.6%
PBW INVESCO WILDERHILL CLN ENRGY ETF 0.0%
Value $2,241 Shares 71 Est. Cost $31.42 Unrealized
URI UNITED RENTALS INC 0.0%
Value $2,185 Shares 3 Est. Cost $867.08 Unrealized +1.8%
BAH BOOZ ALLEN HAMILTON HLDG C 0.0%
Value $2,106 Shares 27 Est. Cost $88.51 Unrealized -1.7%
MET METLIFE INC COM 0.0%
Value $1,768 Shares 25 Est. Cost $47.61 Unrealized +62.7%
SAMG SILVERCREST ASSET MGMT 0.0%
Value $1,680 Shares 125 Est. Cost $19.13 Unrealized -20.4%
XLRE REAL ESTATE SELECT SECT SPDR 0.0%
Value $1,673 Shares 41 Est. Cost $44.64 Unrealized
ZTS ZOETIS INC 0.0%
Value $1,654 Shares 14 Est. Cost $130.26 Unrealized -3.3%
HQY HEALTHEQUITY INC 0.0%
Value $1,587 Shares 19 Est. Cost $95.73 Unrealized -13.1%
RAL RALLIANT CORP COM 0.0%
Value $1,496 Shares 36 Est. Cost $44.46 Unrealized +10.6%
TSLA TESLA INC 0.0%
Value $1,487 Shares 4 Est. Cost $333.26 Unrealized +27.8%
MTCH MATCH GROUP INC 0.0%
Value $1,473 Shares 48 Est. Cost $146.86 Unrealized -78.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $1,188 Shares 5 Est. Cost $237.60 Unrealized
CPAY CORPAY INC 0.0%
Value $1,163 Shares 4 Est. Cost $290.32 Unrealized +12.8%
MSOS ADVISORSH PURE US CANNABIS ETF 0.0%
Value $1,115 Shares 315 Est. Cost $7.94 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF 0.0%
Value $925 Shares 12 Est. Cost $77.08 Unrealized
VTRS VIATRIS INC NPV 0.0%
Value $553 Shares 41 Est. Cost $12.95 Unrealized +8.8%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $388 Shares 26 Est. Cost $15.68 Unrealized +7.2%
KD KYNDRYL HLDGS INC USD 0.0%
Value $327 Shares 25 Est. Cost $21.28 Unrealized -3.3%
TLRY TILRAY BRANDS INC COM 0.0%
Value $135 Shares 21 Est. Cost $8.34 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value $118 Shares 20 Est. Cost $26.71 Unrealized -69.2%
EMBC EMBECTA CORP 0.0%
Value $88 Shares 10 Est. Cost $25.42 Unrealized -55.9%
IMDX INSIGHT MOLECULAR DIAGNOSTIC 0.0%
Value $81 Shares 25 Est. Cost $3.72 Unrealized +76.2%
FG F&G ANNUITIES & LIFE INC 0.0%
Value $75 Shares 3 Est. Cost $27.80 Unrealized 0.0%
SER SERINA THERAPEUTICS INC 0.0%
Value $54 Shares 28 Est. Cost $9.84 Unrealized -75.9%
CGC CANOPY GROWTH CORP NPV 0.0%
Value $30 Shares 32 Est. Cost $5.96 Unrealized -80.6%