UNION SAVINGS BANK Diversified Active

CIK: 0001985855 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $204,619 (100.0% shares, 0.0% debt)

Holdings (307)

SPHQ INVESCO S&P 500 QUALITY ETF 14.2%
Value ($000) $29,001 Shares 437,167 Est. Cost $59.63 Unrealized
BRK/A BERKSHIRE HATHAWAY INC COM 12.5%
Value ($000) $25,550 Shares 32 Est. Cost $497809.40 Unrealized +46.5%
SPY SPDR S&P 500 ETF TRUST 5.4%
Value ($000) $11,097 Shares 19,837 Est. Cost $466.64 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 4.5%
Value ($000) $9,261 Shares 158,738 Est. Cost $102.83 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $6,271 Shares 16,705 Est. Cost $308.93 Unrealized +31.1%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.7%
Value ($000) $5,579 Shares 43,258 Est. Cost $110.33 Unrealized
AAPL APPLE INCORPORATED 2.4%
Value ($000) $4,873 Shares 21,937 Est. Cost $172.20 Unrealized +34.0%
IWM ISHARES RUSSELL 2000 INDEX 2.1%
Value ($000) $4,287 Shares 21,490 Est. Cost $198.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.8%
Value ($000) $3,627 Shares 6,799 Est. Cost $498.33 Unrealized
GVI ETF ISHS INTER GOVT CR BD 1.8%
Value ($000) $3,597 Shares 33,930 Est. Cost $104.92 Unrealized
JPM J P MORGAN CHASE & CO 1.5%
Value ($000) $3,153 Shares 12,853 Est. Cost $131.54 Unrealized +90.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.3%
Value ($000) $2,740 Shares 26,203 Est. Cost $105.16 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $2,426 Shares 15,685 Est. Cost $116.73 Unrealized +54.8%
COST COSTCO WHOLESALE CORPORATION 1.1%
Value ($000) $2,323 Shares 2,456 Est. Cost $489.49 Unrealized +98.3%
AMZN AMAZON.COM INC 1.0%
Value ($000) $2,032 Shares 10,678 Est. Cost $137.53 Unrealized +57.8%
PG PROCTER & GAMBLE CO COM 1.0%
Value ($000) $2,028 Shares 11,903 Est. Cost $141.37 Unrealized +16.0%
SDY SPDR S&P DIVIDEND ETF 1.0%
Value ($000) $1,987 Shares 14,648 Est. Cost $126.84 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $1,894 Shares 15,929 Est. Cost $99.61 Unrealized +7.6%
MA MASTERCARD INC 0.9%
Value ($000) $1,844 Shares 3,365 Est. Cost $372.84 Unrealized +45.4%
ADP AUTOMATIC DATA PROCESSING COM 0.9%
Value ($000) $1,842 Shares 6,029 Est. Cost $204.24 Unrealized +44.6%
NVDA NVIDIA CORP 0.9%
Value ($000) $1,783 Shares 16,451 Est. Cost $105.29 Unrealized +20.3%
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $1,779 Shares 13,248 Est. Cost $118.06 Unrealized
IDXX IDEXX LABORATORIES INC 0.8%
Value ($000) $1,680 Shares 4,000 Est. Cost $479.21 Unrealized -9.4%
LLY ELI LILLY & CO COM 0.8%
Value ($000) $1,588 Shares 1,923 Est. Cost $467.79 Unrealized +76.7%
VGT VANGUARD INFORMATION TECHNOLOGY VIPERS 0.7%
Value ($000) $1,399 Shares 2,580 Est. Cost $454.80 Unrealized
TJX TJX COS INC 0.7%
Value ($000) $1,357 Shares 11,139 Est. Cost $77.15 Unrealized +55.7%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,356 Shares 4,341 Est. Cost $272.95 Unrealized +7.3%
ACN ACCENTURE PLC 0.6%
Value ($000) $1,254 Shares 4,018 Est. Cost $279.68 Unrealized +24.9%
SYK STRYKER CORP 0.6%
Value ($000) $1,244 Shares 3,342 Est. Cost $286.50 Unrealized +31.6%
HD THE HOME DEPOT, INC 0.6%
Value ($000) $1,228 Shares 3,350 Est. Cost $278.47 Unrealized +36.7%
META META PLATFORMS 0.6%
Value ($000) $1,209 Shares 2,097 Est. Cost $357.22 Unrealized +80.1%
FLOT ISHARES TRUST FLOATING RATE BOND ETF 0.6%
Value ($000) $1,167 Shares 22,874 Est. Cost $50.85 Unrealized
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,147 Shares 8,645 Est. Cost $101.41 Unrealized +23.7%
BX BLACKSTONE GROUP INC 0.6%
Value ($000) $1,145 Shares 8,193 Est. Cost $85.99 Unrealized +84.0%
IVW ISHARES S&P GROWTH INDEX FUND 0.6%
Value ($000) $1,126 Shares 12,135 Est. Cost $72.65 Unrealized
PEP PEPSICO, INC COM 0.6%
Value ($000) $1,125 Shares 7,506 Est. Cost $170.08 Unrealized -15.6%
NSC NORFOLK SOUTHN CORP COM 0.5%
Value ($000) $1,084 Shares 4,578 Est. Cost $200.25 Unrealized +19.5%
ABBV ABBVIE INC 0.5%
Value ($000) $1,037 Shares 4,950 Est. Cost $133.87 Unrealized +41.5%
VIG ETF VANGUARD DIVIDEND APPRECIATION 0.5%
Value ($000) $1,014 Shares 5,228 Est. Cost $166.25 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRETF 0.5%
Value ($000) $998 Shares 20,028 Est. Cost $35.32 Unrealized
ORCL ORACLE CORPORATION COM 0.5%
Value ($000) $993 Shares 7,104 Est. Cost $100.39 Unrealized +60.9%
CVX CHEVRON CORPORATION COM 0.5%
Value ($000) $968 Shares 5,787 Est. Cost $143.37 Unrealized +5.0%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $939 Shares 3,552 Est. Cost $167.74 Unrealized +46.3%
DHR DANAHER CORP 0.5%
Value ($000) $932 Shares 4,546 Est. Cost $209.25 Unrealized +3.7%
ENB ENBRIDGE INC NPV 0.5%
Value ($000) $927 Shares 20,923 Est. Cost $31.87 Unrealized +29.9%
IWF I SHS RUSSELL 1000 GROWTH INDEX G 0.4%
Value ($000) $893 Shares 2,472 Est. Cost $286.90 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $886 Shares 5,342 Est. Cost $149.11 Unrealized +2.2%
IGSB ISHARES SHORT-TERM CORP BOND 0.4%
Value ($000) $879 Shares 16,792 Est. Cost $50.99 Unrealized
ES EVERSOURCE ENERGY 0.4%
Value ($000) $877 Shares 14,114 Est. Cost $65.65 Unrealized -12.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX 0.4%
Value ($000) $856 Shares 3,115 Est. Cost $228.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP. 0.4%
Value ($000) $839 Shares 6,333 Est. Cost $91.41 Unrealized +36.5%
AVGO BROADCOM INC 0.4%
Value ($000) $836 Shares 4,995 Est. Cost $151.96 Unrealized +38.1%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $830 Shares 3,920 Est. Cost $175.58 Unrealized +13.0%
AGG ISHARES CORE TOTAL U S BOND MARKET ETF 0.4%
Value ($000) $822 Shares 8,307 Est. Cost $97.68 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $816 Shares 1,827 Est. Cost $429.28 Unrealized +4.4%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $741 Shares 2,754 Est. Cost $156.35 Unrealized +87.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $692 Shares 1,391 Est. Cost $543.63 Unrealized -0.7%
BRK/B BERKSHIRE HATHAWAY INC. DEL CL B 0.3%
Value ($000) $662 Shares 1,243 Est. Cost $333.49 Unrealized +45.8%
SO SOUTHERN CO COM 0.3%
Value ($000) $625 Shares 6,796 Est. Cost $65.26 Unrealized +28.9%
GE GE AEROSPACE 0.3%
Value ($000) $620 Shares 3,098 Est. Cost $160.06 Unrealized +22.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $618 Shares 10,137 Est. Cost $58.65 Unrealized -5.4%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $618 Shares 9,112 Est. Cost $68.17 Unrealized -12.3%
LOW LOWES COMPANIES INC COM STK 0.3%
Value ($000) $611 Shares 2,621 Est. Cost $197.56 Unrealized +22.5%
LIN LINDE PLC NPV 0.3%
Value ($000) $603 Shares 1,296 Est. Cost $398.25 Unrealized +11.6%
MUB ISHARES S&P NATL MUNI BOND FUND 0.3%
Value ($000) $586 Shares 5,562 Est. Cost $106.53 Unrealized
AMT AMERICAN TOWER REIT 0.3%
Value ($000) $574 Shares 2,638 Est. Cost $178.08 Unrealized +6.4%
QQQ INVESCO QQ 0.3%
Value ($000) $555 Shares 1,184 Est. Cost $397.96 Unrealized
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $549 Shares 4,229 Est. Cost $122.25 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $546 Shares 1,657 Est. Cost $222.03 Unrealized +58.5%
NVO NOVO NORDISK AS ADR 0.3%
Value ($000) $529 Shares 7,615 Est. Cost $117.56 Unrealized
UNP UNION PAC CORP COM 0.3%
Value ($000) $526 Shares 2,227 Est. Cost $189.89 Unrealized +24.1%
IBM INTERNAT'L BUSINESS MACHINES COM 0.3%
Value ($000) $521 Shares 2,096 Est. Cost $135.70 Unrealized +76.4%
KO COCA COLA COMPANY COM 0.3%
Value ($000) $514 Shares 7,184 Est. Cost $58.52 Unrealized +11.0%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $512 Shares 3,599 Est. Cost $125.71 Unrealized +3.2%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $510 Shares 8,258 Est. Cost $45.90 Unrealized +30.9%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $489 Shares 871 Est. Cost $460.16 Unrealized
BAC BANK OF AMERICA CORP NEW 0.2%
Value ($000) $485 Shares 11,636 Est. Cost $26.64 Unrealized +63.7%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $480 Shares 5,343 Est. Cost $104.13 Unrealized -13.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.2%
Value ($000) $476 Shares 3,227 Est. Cost $138.10 Unrealized -6.5%
CASY CASEYS GEN STORES 0.2%
Value ($000) $473 Shares 1,090 Est. Cost $229.76 Unrealized +77.6%
MGC VANGUARD W MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $469 Shares 2,327 Est. Cost $161.80 Unrealized
BLK BLACKROCK INC NEW NPV 0.2%
Value ($000) $454 Shares 480 Est. Cost $991.05 Unrealized -2.9%
T AT&T INC 0.2%
Value ($000) $443 Shares 15,688 Est. Cost $17.29 Unrealized +40.9%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.2%
Value ($000) $443 Shares 7,301 Est. Cost $56.45 Unrealized
INTU INTUIT COM 0.2%
Value ($000) $433 Shares 705 Est. Cost $430.92 Unrealized +38.6%
IVE ISHARES S&P VALUE INDEX FUND 0.2%
Value ($000) $427 Shares 2,243 Est. Cost $166.75 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $412 Shares 1,430 Est. Cost $182.35 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $394 Shares 5,555 Est. Cost $70.00 Unrealized -1.9%
AMGN AMGEN INC. 0.2%
Value ($000) $390 Shares 1,251 Est. Cost $213.65 Unrealized +34.4%
IWB I SHS RUSSELL 1000 0.2%
Value ($000) $387 Shares 1,263 Est. Cost $252.17 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $384 Shares 1,448 Est. Cost $192.69 Unrealized +25.8%
MMM 3M COMPANY 0.2%
Value ($000) $381 Shares 2,592 Est. Cost $77.52 Unrealized +86.5%
BIDD BLACKROCK INTERNATIONAL DIVIDEND ETF 0.2%
Value ($000) $379 Shares 14,640 Est. Cost $24.66 Unrealized
FISV FISERV INC 0.2%
Value ($000) $375 Shares 1,700 Est. Cost $117.72 Unrealized +86.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $375 Shares 3,073 Est. Cost $88.92 Unrealized +24.3%
GOOG ALPHABET INC 0.2%
Value ($000) $357 Shares 2,282 Est. Cost $114.89 Unrealized +58.8%
TSCO TRACTOR SUPPLY CO. 0.2%
Value ($000) $350 Shares 6,345 Est. Cost $52.80 Unrealized +2.1%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $343 Shares 894 Est. Cost $432.59 Unrealized -0.9%
CMF ISHARES CALIFORNIA MUNI BONDETF 0.2%
Value ($000) $339 Shares 6,031 Est. Cost $56.27 Unrealized
UNH UNITED HEALTH GROUP INC 0.2%
Value ($000) $339 Shares 647 Est. Cost $472.79 Unrealized +5.6%
EOG EOG RES INC 0.2%
Value ($000) $336 Shares 2,623 Est. Cost $117.13 Unrealized +6.8%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $320 Shares 2,922 Est. Cost $80.41 Unrealized +47.7%
AMAT APPLIED MATERIALS COM 0.2%
Value ($000) $313 Shares 2,157 Est. Cost $127.04 Unrealized +31.2%
PFE PFIZER INC COM 0.2%
Value ($000) $307 Shares 12,124 Est. Cost $32.52 Unrealized -24.0%
V VISA INC 0.1%
Value ($000) $306 Shares 873 Est. Cost $232.88 Unrealized +44.4%
XLU SELECT SECTOR SPDR - UTILITIES 0.1%
Value ($000) $284 Shares 3,602 Est. Cost $67.06 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.1%
Value ($000) $283 Shares 3,329 Est. Cost $77.63 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $277 Shares 2,653 Est. Cost $134.98 Unrealized -10.9%
ORLY O'REILLY AUTOMOTIVE INC. 0.1%
Value ($000) $276 Shares 193 Est. Cost $61.26 Unrealized +42.0%
NFLX NETFLIX INC 0.1%
Value ($000) $273 Shares 293 Est. Cost $39.28 Unrealized +142.1%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $269 Shares 1,303 Est. Cost $177.06 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $259 Shares 2,060 Est. Cost $114.68 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $258 Shares 383 Est. Cost $433.97 Unrealized +41.9%
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.1%
Value ($000) $246 Shares 4,892 Est. Cost $50.36 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $243 Shares 518 Est. Cost $378.93 Unrealized +21.8%
NBTB NBT BANCORP INC 0.1%
Value ($000) $231 Shares 5,383 Est. Cost $36.17 Unrealized +27.7%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $230 Shares 1,336 Est. Cost $107.90 Unrealized +50.2%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $227 Shares 1,501 Est. Cost $151.23 Unrealized
DIS WALT DISNEY COMPANY COM 0.1%
Value ($000) $224 Shares 2,271 Est. Cost $92.55 Unrealized +14.8%
ZTS ZOETIS INC 0.1%
Value ($000) $220 Shares 1,336 Est. Cost $168.22 Unrealized -2.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $218 Shares 3,637 Est. Cost $36.55 Unrealized +39.6%
EEM ISHARES MSCI EMERGING MKTS INDEX 0.1%
Value ($000) $216 Shares 4,942 Est. Cost $41.95 Unrealized
NVS NOVARTIS A G ADR 0.1%
Value ($000) $212 Shares 1,906 Est. Cost $104.90 Unrealized
AFL AFLAC INCORPORATED 0.1%
Value ($000) $211 Shares 1,899 Est. Cost $66.97 Unrealized +55.4%
CMI CUMMINS INC 0.1%
Value ($000) $202 Shares 646 Est. Cost $214.07 Unrealized +61.7%
PAYX PAYCHEX INC COM STK 0.1%
Value ($000) $185 Shares 1,201 Est. Cost $107.84 Unrealized +32.8%
MET METLIFE INC 0.1%
Value ($000) $185 Shares 2,299 Est. Cost $51.91 Unrealized +56.3%
IWV ISHS RUSSELL 3000 INDEX 0.1%
Value ($000) $184 Shares 578 Est. Cost $263.55 Unrealized
NOW SERVICENOW, INC 0.1%
Value ($000) $179 Shares 225 Est. Cost $99.98 Unrealized +92.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $177 Shares 1,113 Est. Cost $84.48 Unrealized +62.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $175 Shares 1,668 Est. Cost $96.17 Unrealized +0.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $173 Shares 336 Est. Cost $434.69 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $170 Shares 989 Est. Cost $159.52 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $170 Shares 280 Est. Cost $328.44 Unrealized +97.5%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $166 Shares 1,690 Est. Cost $95.27 Unrealized +6.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $165 Shares 2,438 Est. Cost $64.31 Unrealized -9.8%
TSLA TESLA MOTORS INC. COMMON 0.1%
Value ($000) $164 Shares 634 Est. Cost $229.19 Unrealized +45.4%
VEA VANGUARD DEVELOPED MARKETS ETF 0.1%
Value ($000) $160 Shares 3,154 Est. Cost $47.63 Unrealized
CHD CHURCH & DWIGHT CO.INC 0.1%
Value ($000) $154 Shares 1,400 Est. Cost $91.30 Unrealized +15.9%
IBB NASDAQ BIOTECHNOLOGY I SHARES 0.1%
Value ($000) $153 Shares 1,200 Est. Cost $129.31 Unrealized
BR BROADRIDGE FINL SOLUTIONS 0.1%
Value ($000) $150 Shares 620 Est. Cost $144.85 Unrealized +60.1%
DOW DOW INC COM 0.1%
Value ($000) $146 Shares 4,174 Est. Cost $46.27 Unrealized -22.3%
NUE NUCOR CORP 0.1%
Value ($000) $141 Shares 1,168 Est. Cost $140.25 Unrealized -9.6%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $140 Shares 2,335 Est. Cost $77.49 Unrealized -25.2%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $139 Shares 3,060 Est. Cost $31.66 Unrealized +25.0%
BND ETF VANGUARD BOND INDEX 0.1%
Value ($000) $139 Shares 1,886 Est. Cost $71.92 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC. 0.1%
Value ($000) $136 Shares 462 Est. Cost $265.26 Unrealized +13.2%
TXN TEXAS INSTRUMENTS, INC 0.1%
Value ($000) $134 Shares 745 Est. Cost $162.30 Unrealized +12.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $133 Shares 708 Est. Cost $167.04 Unrealized
CB CHUBB LTD CHF 0.1%
Value ($000) $133 Shares 441 Est. Cost $193.09 Unrealized +43.1%
ESGV VANGUARD ESG US STK ETF 0.1%
Value ($000) $133 Shares 1,357 Est. Cost $96.62 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value ($000) $132 Shares 902 Est. Cost $138.12 Unrealized
HYG ISHARES HI YIELD CORPORATE BOND 0.1%
Value ($000) $130 Shares 1,642 Est. Cost $78.65 Unrealized
ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND 0.1%
Value ($000) $125 Shares 3,583 Est. Cost $33.48 Unrealized
MRSH MARSH & MCLENNAN COMPANIES, INC 0.1%
Value ($000) $125 Shares 512 Est. Cost $185.29 Unrealized +20.5%
NRT NORTH EUROPEAN OIL ROYALTY TRUST 0.1%
Value ($000) $124 Shares 25,863 Est. Cost $12.21 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $124 Shares 3,368 Est. Cost $36.65 Unrealized -4.4%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $123 Shares 645 Est. Cost $169.19 Unrealized +23.8%
CLX CLOROX CO CALIF COM STK 0.1%
Value ($000) $121 Shares 824 Est. Cost $147.59 Unrealized +0.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $118 Shares 434 Est. Cost $213.13 Unrealized +20.0%
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $118 Shares 902 Est. Cost $135.89 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $117 Shares 2,422 Est. Cost $71.54 Unrealized -24.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $117 Shares 316 Est. Cost $292.45 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $115 Shares 1,407 Est. Cost $74.45 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.1%
Value ($000) $114 Shares 971 Est. Cost $99.53 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $112 Shares 3,800 Est. Cost $30.43 Unrealized +2.9%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $110 Shares 505 Est. Cost $289.15 Unrealized -27.5%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $109 Shares 1,945 Est. Cost $47.90 Unrealized +10.1%
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $109 Shares 3,539 Est. Cost $31.21 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $105 Shares 1,475 Est. Cost $41.66 Unrealized +78.9%
PLAB PHOTRONICS INC 0.1%
Value ($000) $104 Shares 5,000 Est. Cost $18.54 Unrealized +20.1%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $104 Shares 75 Est. Cost $676.05 Unrealized +84.5%
FDX FEDEX CORPORATION 0.1%
Value ($000) $103 Shares 422 Est. Cost $216.04 Unrealized +17.4%
GSK GLAXO SMITHKLINE PLC ADR NEW 0.0%
Value ($000) $102 Shares 2,641 Est. Cost $35.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $101 Shares 1,230 Est. Cost $69.32 Unrealized +16.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $100 Shares 907 Est. Cost $87.29 Unrealized +9.1%
ETN EATON CORP PLC 0.0%
Value ($000) $100 Shares 368 Est. Cost $170.34 Unrealized +81.1%
QUAL ISHARES EDGE MSCI US QULTY FACT ETF 0.0%
Value ($000) $100 Shares 583 Est. Cost $139.97 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETR TR 0.0%
Value ($000) $99 Shares 236 Est. Cost $355.57 Unrealized
SU SUNCOR ENERGY, INC. 0.0%
Value ($000) $96 Shares 2,475 Est. Cost $27.12 Unrealized +38.1%
GEV GE VERNOVA INC. 0.0%
Value ($000) $94 Shares 309 Est. Cost $234.36 Unrealized +48.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $93 Shares 1,293 Est. Cost $37.64 Unrealized +95.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $92 Shares 620 Est. Cost $112.62 Unrealized
SHEL SHELL PLC NPV ADR 0.0%
Value ($000) $92 Shares 1,249 Est. Cost $61.63 Unrealized
LRCX LAM RESH CORP USD 0.0%
Value ($000) $91 Shares 1,250 Est. Cost $74.98 Unrealized +4.2%
BDX BECTON DICKINSON & CO. 0.0%
Value ($000) $90 Shares 394 Est. Cost $241.97 Unrealized -6.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $90 Shares 3,070 Est. Cost $27.83 Unrealized +3.7%
IDA IDACORP INC. 0.0%
Value ($000) $87 Shares 750 Est. Cost $107.49 Unrealized +4.3%
VGSH VANGUART SHORT-TERM TREASUREINDEX FUND 0.0%
Value ($000) $87 Shares 1,479 Est. Cost $57.86 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $85.72 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $86 Shares 256 Est. Cost $290.93 Unrealized
WMT WAL-MART STORES, INC 0.0%
Value ($000) $85 Shares 973 Est. Cost $57.15 Unrealized +62.7%
CWB SPDR BARCLAYS CAP CONV SEC 0.0%
Value ($000) $85 Shares 1,114 Est. Cost $71.90 Unrealized
DD DUPONT DE NEMOURS, INC. 0.0%
Value ($000) $84 Shares 1,130 Est. Cost $27.40 Unrealized +16.4%
SHY ISHS BARCLAYS 1-3 YR TREAS BD FD 0.0%
Value ($000) $84 Shares 1,019 Est. Cost $81.12 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $83 Shares 754 Est. Cost $151.39 Unrealized -25.6%
XLY SPDR CONSUMER DISCRETIONARY 0.0%
Value ($000) $83 Shares 419 Est. Cost $173.74 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $81 Shares 1,279 Est. Cost $109.96 Unrealized -34.5%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $76 Shares 93 Est. Cost $692.48 Unrealized +27.1%
MS MORGAN STANLEY 0.0%
Value ($000) $76 Shares 649 Est. Cost $86.17 Unrealized +46.1%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $75 Shares 293 Est. Cost $233.11 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $75 Shares 1,488 Est. Cost $58.41 Unrealized -6.9%
CRM SALESFORCE INC 0.0%
Value ($000) $74 Shares 277 Est. Cost $256.92 Unrealized +20.3%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $71 Shares 1,124 Est. Cost $45.69 Unrealized +44.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $69 Shares 740 Est. Cost $75.36 Unrealized
MAS MASCO CORPORATION 0.0%
Value ($000) $67 Shares 969 Est. Cost $64.11 Unrealized +14.8%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $65 Shares 1,258 Est. Cost $36.92 Unrealized +50.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $64 Shares 841 Est. Cost $75.76 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $63 Shares 245 Est. Cost $254.02 Unrealized
LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF 0.0%
Value ($000) $62 Shares 569 Est. Cost $107.84 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $60 Shares 109 Est. Cost $336.70 Unrealized +75.4%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $59 Shares 1,429 Est. Cost $35.41 Unrealized +20.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $56 Shares 676 Est. Cost $85.30 Unrealized -5.5%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $56 Shares 350 Est. Cost $243.71 Unrealized -31.8%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $55 Shares 419 Est. Cost $110.42 Unrealized
VNQ VANGUARD REIT 0.0%
Value ($000) $54 Shares 600 Est. Cost $85.26 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $53 Shares 208 Est. Cost $167.31 Unrealized +49.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $51 Shares 252 Est. Cost $178.61 Unrealized +19.2%
VO ETF VANGUARD MID-CAP 0.0%
Value ($000) $51 Shares 196 Est. Cost $227.92 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $50 Shares 918 Est. Cost $54.79 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $47 Shares 420 Est. Cost $79.93 Unrealized +36.3%
RTH VANECK VEC RETAIL ETF 0.0%
Value ($000) $45 Shares 200 Est. Cost $179.88 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $43 Shares 528 Est. Cost $80.13 Unrealized -4.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $42 Shares 411 Est. Cost $80.62 Unrealized +19.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $42 Shares 903 Est. Cost $50.07 Unrealized
SHW SHERWIN-WILLIAMS COMPANY 0.0%
Value ($000) $41 Shares 118 Est. Cost $267.84 Unrealized +30.0%
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.0%
Value ($000) $39 Shares 979 Est. Cost $36.84 Unrealized
WELLS FARGO PFD L 0.0%
Value ($000) $38 Shares 32 Est. Cost $1178.94 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $37 Shares 430 Est. Cost $73.90 Unrealized +29.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $37 Shares 150 Est. Cost $219.64 Unrealized +14.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $36 Shares 138 Est. Cost $295.42 Unrealized -3.7%
CRWD CROWDSTIKE HOLDINGS INC. 0.0%
Value ($000) $35 Shares 100 Est. Cost $284.07 Unrealized +34.1%
VB VANGUARD INDEX FUNDS SMALL CAP 0.0%
Value ($000) $35 Shares 158 Est. Cost $208.75 Unrealized
HPQ HP INC 0.0%
Value ($000) $35 Shares 1,263 Est. Cost $27.12 Unrealized +11.9%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 212 Est. Cost $95.45 Unrealized +56.7%
DRI DARDEN RESTAURANTS, INC COM 0.0%
Value ($000) $31 Shares 150 Est. Cost $143.74 Unrealized +31.2%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $31 Shares 120 Est. Cost $257.66 Unrealized +7.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $29 Shares 309 Est. Cost $72.40 Unrealized +21.3%
AON AON PLC NPV 0.0%
Value ($000) $28 Shares 69 Est. Cost $319.11 Unrealized +19.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $27 Shares 903 Est. Cost $33.18 Unrealized -14.6%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $27 Shares 450 Est. Cost $56.11 Unrealized
CTVA CORTEVA, INC. 0.0%
Value ($000) $25 Shares 403 Est. Cost $56.48 Unrealized +8.5%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $25 Shares 230 Est. Cost $79.20 Unrealized +24.3%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value ($000) $24 Shares 300 Est. Cost $80.58 Unrealized +6.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $24 Shares 200 Est. Cost $141.01 Unrealized -17.1%
IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD 0.0%
Value ($000) $24 Shares 450 Est. Cost $50.59 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $191.03 Unrealized +14.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 205 Est. Cost $72.58 Unrealized +38.5%
CI CIGNA CORPORATION 0.0%
Value ($000) $23 Shares 69 Est. Cost $247.94 Unrealized +19.3%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $21 Shares 250 Est. Cost $58.56 Unrealized +37.4%
IJJ ISHS TR S&P MDCP 400 VALUE ETF 0.0%
Value ($000) $21 Shares 176 Est. Cost $111.92 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $20 Shares 200 Est. Cost $78.68 Unrealized +19.1%
HPE HEWLETT PACKARD ENT CO 0.0%
Value ($000) $19 Shares 1,263 Est. Cost $14.20 Unrealized +36.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $19 Shares 160 Est. Cost $106.16 Unrealized +20.2%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $18 Shares 65 Est. Cost $368.96 Unrealized -0.6%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $18 Shares 200 Est. Cost $96.42 Unrealized +4.3%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $18 Shares 275 Est. Cost $66.16 Unrealized +17.5%
MAR MARRIOTT INTERNATIONAL INC NEW CLASS A 0.0%
Value ($000) $18 Shares 75 Est. Cost $196.85 Unrealized +36.8%
USB U S BANCORP DEL 0.0%
Value ($000) $17 Shares 400 Est. Cost $32.45 Unrealized +36.2%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $16 Shares 195 Est. Cost $74.77 Unrealized +7.3%
WDAY WORKDAY, INC. 0.0%
Value ($000) $16 Shares 70 Est. Cost $200.31 Unrealized +27.4%
FAST FASTENAL 0.0%
Value ($000) $16 Shares 200 Est. Cost $25.68 Unrealized +43.5%
VBR VANGUARD SMALL CAP 0.0%
Value ($000) $14 Shares 75 Est. Cost $174.39 Unrealized
GWW W W GRAINGER INC 0.0%
Value ($000) $14 Shares 14 Est. Cost $1116.02 Unrealized -8.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $101.46 Unrealized +21.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $13 Shares 150 Est. Cost $79.64 Unrealized +9.8%
UBS UBS GROUP AG 0.0%
Value ($000) $13 Shares 410 Est. Cost $20.11 Unrealized +65.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $12 Shares 145 Est. Cost $59.01 Unrealized +38.3%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $132.67 Unrealized -20.1%
WHR WHIRLPOOL CORPORATION COM 0.0%
Value ($000) $11 Shares 118 Est. Cost $127.26 Unrealized -16.7%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $10 Shares 100 Est. Cost $104.00 Unrealized +6.9%
AMX AMERICA MOVIL S.A.B. DE C.V. 0.0%
Value ($000) $10 Shares 700 Est. Cost $18.65 Unrealized
SOLV SOLVENTUM CORP. 0.0%
Value ($000) $10 Shares 128 Est. Cost $60.70 Unrealized +22.7%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 75 Est. Cost $90.38 Unrealized
IXP ISHARES GLOBAL COMMUNICATION SERVICES ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $92.49 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $7 Shares 165 Est. Cost $41.21 Unrealized -3.2%
STT STATE STREET CORP COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $65.58 Unrealized +41.4%
TRFK PACER DATA AND DIGITAL REVOLUTION 0.0%
Value ($000) $6 Shares 146 Est. Cost $44.99 Unrealized
LNC LINCOLN NAT'L CORP. 0.0%
Value ($000) $6 Shares 171 Est. Cost $33.76 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $6 Shares 21 Est. Cost $214.15 Unrealized +14.5%
FCX FREEPORT-MCMORAN COPPER 0.0%
Value ($000) $6 Shares 150 Est. Cost $41.15 Unrealized -8.1%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $6 Shares 298 Est. Cost $18.59 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $102.49 Unrealized +19.7%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $5 Shares 140 Est. Cost $32.18 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 1 Est. Cost $3794.03 Unrealized +25.2%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 76 Est. Cost $60.08 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $5 Shares 217 Est. Cost $19.24 Unrealized 0.0%
HEI HEICO CORP 0.0%
Value ($000) $5 Shares 17 Est. Cost $243.50 Unrealized 0.0%
OGN ORGANON & CO. 0.0%
Value ($000) $4 Shares 296 Est. Cost $15.11 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $4 Shares 43 Est. Cost $75.79 Unrealized +31.1%
CAG CONAGRA INC COM 0.0%
Value ($000) $4 Shares 156 Est. Cost $24.38 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $445.57 Unrealized 0.0%
ALC ALCON INC CHF 0.0%
Value ($000) $4 Shares 40 Est. Cost $75.77 Unrealized +18.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $4 Shares 76 Est. Cost $47.84 Unrealized 0.0%
KVUE KENVUE INC. 0.0%
Value ($000) $4 Shares 151 Est. Cost $21.38 Unrealized 0.0%
BKR BAKER HUGHES INC. CL A COMMON 0.0%
Value ($000) $3 Shares 78 Est. Cost $29.55 Unrealized +48.2%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $426.54 Unrealized +21.6%
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 139 Est. Cost $30.72 Unrealized -28.8%
BBWI BATH BODY WKS INC 0.0%
Value ($000) $3 Shares 103 Est. Cost $34.07 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $3 Shares 175 Est. Cost $20.50 Unrealized +8.1%
DG DOLLAR GEN CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $74.36 Unrealized 0.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $25.85 Unrealized -21.2%
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $2 Shares 238 Est. Cost $9.37 Unrealized
TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF 0.0%
Value ($000) $2 Shares 81 Est. Cost $23.50 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.40 Unrealized +6.1%
WAB WABTEC CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $190.90 Unrealized 0.0%
MNKD MANNKIND CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.60 Unrealized 0.0%