UNION SAVINGS BANK Diversified Active

Location: Litchfield, CT

CIK: 0001985855 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 17, 2026

Total Value: $228M (100.0% shares, 0.0% debt)

Holdings (320)

SPHQ INVESCO S&P 500 QUALITY ETF 16.1%
Value $36.7M Shares 488,164 Est. Cost $61.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC COM 10.1%
Value $22.98M Shares 32 Est. Cost $497809.40 Unrealized +48.7%
IJH ISHARES CORE S&P MID-CAP ETF 6.2%
Value $14.08M Shares 208,600 Est. Cost $93.87 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.4%
Value $12.36M Shares 19,002 Est. Cost $466.64 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 2.7%
Value $6.074M Shares 24,490 Est. Cost $204.13 Unrealized
MSFT MICROSOFT CORP 2.6%
Value $6.041M Shares 16,320 Est. Cost $308.93 Unrealized +40.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.6%
Value $5.819M Shares 39,294 Est. Cost $110.33 Unrealized
AAPL APPLE INCORPORATED 2.3%
Value $5.325M Shares 20,981 Est. Cost $172.20 Unrealized +52.6%
XOM EXXON MOBIL CORP COM 2.2%
Value $5.112M Shares 30,132 Est. Cost $102.00 Unrealized +36.0%
GVI ETF ISHS INTER GOVT CR BD 1.9%
Value $4.407M Shares 41,311 Est. Cost $105.29 Unrealized
GOOGL ALPHABET INC 1.8%
Value $4.185M Shares 14,553 Est. Cost $116.73 Unrealized +177.0%
MDY SPDR S&P MIDCAP 400 ETF TR 1.7%
Value $3.98M Shares 6,453 Est. Cost $498.33 Unrealized
JPM J P MORGAN CHASE & CO 1.4%
Value $3.143M Shares 10,685 Est. Cost $131.54 Unrealized +136.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.3%
Value $3.053M Shares 24,558 Est. Cost $105.89 Unrealized
NVDA NVIDIA CORP 1.3%
Value $2.974M Shares 17,052 Est. Cost $108.50 Unrealized +72.0%
COST COSTCO WHOLESALE CORPORATION 1.0%
Value $2.349M Shares 2,357 Est. Cost $489.49 Unrealized +96.9%
AMZN AMAZON.COM INC 1.0%
Value $2.266M Shares 10,882 Est. Cost $140.89 Unrealized +61.0%
QQQ INVESCO QQQ 1.0%
Value $2.25M Shares 3,898 Est. Cost $536.61 Unrealized
IDXX IDEXX LABORATORIES INC 0.9%
Value $1.967M Shares 3,500 Est. Cost $479.21 Unrealized +39.9%
VGT VANGUARD INFORMATION TECHNOLOGY VIPERS 0.8%
Value $1.866M Shares 2,674 Est. Cost $489.07 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.8%
Value $1.804M Shares 12,364 Est. Cost $126.84 Unrealized
TJX TJX COS INC 0.8%
Value $1.742M Shares 10,908 Est. Cost $77.78 Unrealized +98.3%
DVY ISHARES SELECT DIVIDEND ETF 0.8%
Value $1.739M Shares 11,487 Est. Cost $118.06 Unrealized
MA MASTERCARD INC 0.8%
Value $1.721M Shares 3,444 Est. Cost $380.56 Unrealized +41.6%
LLY ELI LILLY & CO COM 0.7%
Value $1.502M Shares 1,633 Est. Cost $502.97 Unrealized +108.2%
PG PROCTER & GAMBLE CO COM 0.7%
Value $1.496M Shares 10,359 Est. Cost $141.37 Unrealized +7.4%
CVX CHEVRON CORPORATION COM 0.6%
Value $1.364M Shares 6,594 Est. Cost $142.23 Unrealized +20.8%
AVGO BROADCOM INC 0.6%
Value $1.33M Shares 4,298 Est. Cost $156.71 Unrealized +113.2%
JNJ JOHNSON & JOHNSON COM 0.6%
Value $1.273M Shares 5,209 Est. Cost $150.12 Unrealized +51.8%
NSC NORFOLK SOUTHN CORP COM 0.6%
Value $1.267M Shares 4,415 Est. Cost $200.25 Unrealized +48.9%
MCD MCDONALDS CORP COM 0.5%
Value $1.214M Shares 3,907 Est. Cost $272.95 Unrealized +16.2%
META META PLATFORMS 0.5%
Value $1.186M Shares 2,073 Est. Cost $364.20 Unrealized +80.0%
RTX RAYTHEON TECHNOLOGIES CORP. 0.5%
Value $1.168M Shares 6,053 Est. Cost $91.41 Unrealized +115.1%
IVW ISHARES S&P GROWTH INDEX FUND 0.5%
Value $1.15M Shares 10,170 Est. Cost $72.65 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.5%
Value $1.134M Shares 15,098 Est. Cost $65.84 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.5%
Value $1.119M Shares 5,507 Est. Cost $204.24 Unrealized +17.9%
PEP PEPSICO, INC COM 0.5%
Value $1.096M Shares 7,056 Est. Cost $170.08 Unrealized -9.0%
VIG ETF VANGUARD DIVIDEND APPRECIATION 0.5%
Value $1.089M Shares 5,064 Est. Cost $166.25 Unrealized
ENB ENBRIDGE INC NPV 0.5%
Value $1.086M Shares 20,061 Est. Cost $32.17 Unrealized +51.0%
CAT CATERPILLAR INC COM 0.5%
Value $1.07M Shares 1,511 Est. Cost $222.03 Unrealized +208.2%
SYK STRYKER CORP 0.5%
Value $1.067M Shares 3,247 Est. Cost $286.50 Unrealized +27.3%
HD THE HOME DEPOT, INC 0.5%
Value $1.054M Shares 3,205 Est. Cost $279.58 Unrealized +34.8%
ABBV ABBVIE INC 0.4%
Value $1.016M Shares 4,671 Est. Cost $133.87 Unrealized +66.3%
BX BLACKSTONE GROUP INC 0.4%
Value $1.01M Shares 8,785 Est. Cost $89.76 Unrealized +56.9%
TRV TRAVELERS COMPANIES INC 0.4%
Value $981K Shares 3,363 Est. Cost $167.74 Unrealized +72.0%
ORCL ORACLE CORPORATION COM 0.4%
Value $970K Shares 6,597 Est. Cost $104.56 Unrealized +62.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value $938K Shares 1,552 Est. Cost $429.28 Unrealized +40.0%
IWF I SHS RUSSELL 1000 GROWTH INDEX G 0.4%
Value $889K Shares 2,084 Est. Cost $286.90 Unrealized
IGSB ISHARES SHORT-TERM CORP BOND 0.4%
Value $876K Shares 16,673 Est. Cost $51.05 Unrealized
ABT ABBOTT LABORATORIES COM 0.4%
Value $876K Shares 8,528 Est. Cost $101.41 Unrealized +13.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX 0.4%
Value $874K Shares 2,723 Est. Cost $228.35 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRETF 0.4%
Value $871K Shares 17,636 Est. Cost $35.32 Unrealized
ES EVERSOURCE ENERGY 0.4%
Value $866K Shares 12,496 Est. Cost $65.65 Unrealized +6.8%
GE GE AEROSPACE 0.4%
Value $822K Shares 2,897 Est. Cost $160.06 Unrealized +98.8%
HON HONEYWELL INTL INC COM 0.4%
Value $809K Shares 3,581 Est. Cost $175.58 Unrealized +28.7%
GOOG ALPHABET INC 0.3%
Value $754K Shares 2,630 Est. Cost $139.14 Unrealized +132.6%
TSLA TESLA MOTORS INC. COMMON 0.3%
Value $754K Shares 2,027 Est. Cost $369.24 Unrealized +15.4%
AXP AMERICAN EXPRESS CO COM 0.3%
Value $751K Shares 2,484 Est. Cost $156.35 Unrealized +127.8%
GEV GE VERNOVA INC. 0.3%
Value $745K Shares 854 Est. Cost $398.16 Unrealized +85.1%
CASY CASEYS GEN STORES 0.3%
Value $742K Shares 1,020 Est. Cost $239.60 Unrealized +163.4%
VDE VANGUARD ENERGY ETF 0.3%
Value $732K Shares 4,229 Est. Cost $122.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $730K Shares 1,486 Est. Cost $544.83 Unrealized +5.5%
AMAT APPLIED MATERIALS COM 0.3%
Value $693K Shares 2,027 Est. Cost $127.04 Unrealized +157.1%
CSCO CISCO SYSTEMS INC COM 0.3%
Value $637K Shares 8,211 Est. Cost $47.13 Unrealized +65.3%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value $636K Shares 974 Est. Cost $479.45 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.3%
Value $615K Shares 1,430 Est. Cost $182.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. DEL CL B 0.3%
Value $596K Shares 1,243 Est. Cost $333.49 Unrealized +48.0%
SO SOUTHERN CO COM 0.3%
Value $589K Shares 6,104 Est. Cost $65.26 Unrealized +37.2%
MRK MERCK & CO INC NEW 0.3%
Value $581K Shares 4,833 Est. Cost $104.13 Unrealized +9.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value $579K Shares 9,550 Est. Cost $58.65 Unrealized -2.1%
KO COCA COLA COMPANY COM 0.3%
Value $579K Shares 7,610 Est. Cost $59.20 Unrealized +26.3%
LIN LINDE PLC NPV 0.2%
Value $561K Shares 1,131 Est. Cost $398.25 Unrealized +15.5%
MDLZ MONDELEZ INTL INC 0.2%
Value $557K Shares 9,659 Est. Cost $67.73 Unrealized -14.1%
MGC VANGUARD MEGA CAP INDEX FUNDETF 0.2%
Value $550K Shares 2,327 Est. Cost $161.80 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.2%
Value $549K Shares 5,647 Est. Cost $85.28 Unrealized
LOW LOWES COMPANIES INC COM STK 0.2%
Value $519K Shares 2,196 Est. Cost $199.39 Unrealized +36.2%
IBM INTERNAT'L BUSINESS MACHINES COM 0.2%
Value $509K Shares 2,099 Est. Cost $147.05 Unrealized +93.1%
UNP UNION PAC CORP COM 0.2%
Value $508K Shares 2,095 Est. Cost $190.64 Unrealized +27.6%
ACN ACCENTURE PLC 0.2%
Value $494K Shares 2,492 Est. Cost $279.68 Unrealized -9.5%
EOG EOG RES INC 0.2%
Value $488K Shares 3,377 Est. Cost $115.94 Unrealized -3.3%
NEE NEXTERA ENERGY INC 0.2%
Value $481K Shares 5,174 Est. Cost $70.00 Unrealized +24.5%
BAC BANK OF AMERICA CORP NEW 0.2%
Value $479K Shares 9,832 Est. Cost $26.64 Unrealized +101.4%
DHR DANAHER CORP 0.2%
Value $476K Shares 2,508 Est. Cost $209.25 Unrealized +7.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value $461K Shares 2,875 Est. Cost $187.48 Unrealized -8.2%
IWB I SHS RUSSELL 1000 0.2%
Value $450K Shares 1,263 Est. Cost $252.17 Unrealized
AMGN AMGEN INC. 0.2%
Value $449K Shares 1,276 Est. Cost $215.65 Unrealized +62.1%
BLK BLACKROCK INC NEW NPV 0.2%
Value $435K Shares 452 Est. Cost $999.76 Unrealized +9.8%
AMT AMERICAN TOWER REIT 0.2%
Value $429K Shares 2,487 Est. Cost $178.08 Unrealized -1.8%
IVE ISHARES S&P VALUE INDEX FUND 0.2%
Value $388K Shares 1,838 Est. Cost $166.75 Unrealized
MMM 3M COMPANY 0.2%
Value $376K Shares 2,592 Est. Cost $77.52 Unrealized +111.5%
CME CME GROUP INC 0.2%
Value $375K Shares 1,271 Est. Cost $192.69 Unrealized +50.2%
T AT&T INC 0.2%
Value $370K Shares 12,784 Est. Cost $17.29 Unrealized +49.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value $367K Shares 2,803 Est. Cost $88.92 Unrealized +35.9%
AGG ISHARES CORE TOTAL U S BOND MARKET ETF 0.2%
Value $344K Shares 3,466 Est. Cost $97.68 Unrealized
PFE PFIZER INC COM 0.1%
Value $333K Shares 11,874 Est. Cost $32.52 Unrealized -19.5%
MCK MCKESSON CORP 0.1%
Value $331K Shares 383 Est. Cost $433.97 Unrealized +101.7%
XLU SELECT SECTOR SPDR - UTILITIES 0.1%
Value $331K Shares 7,204 Est. Cost $54.87 Unrealized
CMI CUMMINS INC 0.1%
Value $315K Shares 586 Est. Cost $214.07 Unrealized +168.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $313K Shares 680 Est. Cost $522.97 Unrealized -0.4%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $308K Shares 4,761 Est. Cost $73.96 Unrealized +2.4%
INTU INTUIT COM 0.1%
Value $305K Shares 705 Est. Cost $430.92 Unrealized +15.5%
CMF ISHARES CALIFORNIA MUNI BONDETF 0.1%
Value $300K Shares 5,279 Est. Cost $56.46 Unrealized
NFLX NETFLIX INC 0.1%
Value $298K Shares 3,100 Est. Cost $101.33 Unrealized -17.3%
EMR EMERSON ELEC CO COM 0.1%
Value $298K Shares 2,272 Est. Cost $80.41 Unrealized +84.6%
DE DEERE & COMPANY 0.1%
Value $292K Shares 518 Est. Cost $378.93 Unrealized +45.5%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value $290K Shares 1,990 Est. Cost $114.68 Unrealized
TSCO TRACTOR SUPPLY CO. 0.1%
Value $288K Shares 6,365 Est. Cost $52.79 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $284K Shares 5,665 Est. Cost $36.08 Unrealized +21.4%
LRCX LAM RESH CORP USD 0.1%
Value $278K Shares 1,302 Est. Cost $96.45 Unrealized +134.3%
KMB KIMBERLY CLARK CORP COM 0.1%
Value $277K Shares 2,868 Est. Cost $125.71 Unrealized -18.0%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value $273K Shares 1,440 Est. Cost $151.23 Unrealized
ORLY O'REILLY AUTOMOTIVE INC. 0.1%
Value $269K Shares 2,910 Est. Cost $89.18 Unrealized +6.5%
NBTB NBT BANCORP INC 0.1%
Value $267K Shares 6,282 Est. Cost $38.40 Unrealized +15.4%
EEM ISHARES MSCI EMERGING MKTS INDEX 0.1%
Value $262K Shares 4,609 Est. Cost $41.95 Unrealized
NVS NOVARTIS A G ADR 0.1%
Value $258K Shares 1,691 Est. Cost $104.90 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value $251K Shares 280 Est. Cost $328.44 Unrealized +191.6%
V VISA INC 0.1%
Value $248K Shares 822 Est. Cost $232.88 Unrealized +41.3%
MUB ISHARES S&P NATL MUNI BOND FUND 0.1%
Value $244K Shares 2,297 Est. Cost $106.49 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $242K Shares 1,781 Est. Cost $138.10 Unrealized -6.7%
MO ALTRIA GROUP INC 0.1%
Value $240K Shares 3,637 Est. Cost $36.55 Unrealized +72.4%
IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD 0.1%
Value $227K Shares 4,269 Est. Cost $53.53 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value $216K Shares 362 Est. Cost $448.51 Unrealized
HYG ISHARES HI YIELD CORPORATE BOND 0.1%
Value $215K Shares 2,697 Est. Cost $79.42 Unrealized
C CITIGROUP INC 0.1%
Value $212K Shares 1,867 Est. Cost $48.60 Unrealized +139.1%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value $204K Shares 989 Est. Cost $159.52 Unrealized
IBB NASDAQ BIOTECHNOLOGY I SHARES 0.1%
Value $203K Shares 1,200 Est. Cost $129.31 Unrealized
PLAB PHOTRONICS INC 0.1%
Value $202K Shares 5,000 Est. Cost $18.54 Unrealized +93.6%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value $198K Shares 1,256 Est. Cost $107.90 Unrealized +52.9%
AFL AFLAC INCORPORATED 0.1%
Value $186K Shares 1,699 Est. Cost $69.25 Unrealized +60.6%
IAU ISHARES GOLD TRUST ETF 0.1%
Value $186K Shares 2,106 Est. Cost $81.17 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $181K Shares 1,368 Est. Cost $96.17 Unrealized +6.7%
DIS WALT DISNEY COMPANY COM 0.1%
Value $177K Shares 1,841 Est. Cost $92.55 Unrealized +18.3%
VEA VANGUARD DEVELOPED MARKETS ETF 0.1%
Value $172K Shares 2,688 Est. Cost $47.63 Unrealized
NUE NUCOR CORP 0.1%
Value $168K Shares 995 Est. Cost $140.25 Unrealized +27.2%
CVS CVS HEALTH CORP COM 0.1%
Value $166K Shares 2,313 Est. Cost $64.31 Unrealized +21.2%
UNH UNITED HEALTH GROUP INC 0.1%
Value $164K Shares 607 Est. Cost $430.07 Unrealized -28.2%
SBUX STARBUCKS CORPORATION 0.1%
Value $164K Shares 1,827 Est. Cost $94.43 Unrealized -0.9%
SU SUNCOR ENERGY, INC. 0.1%
Value $164K Shares 2,475 Est. Cost $27.12 Unrealized +91.0%
ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND 0.1%
Value $163K Shares 3,590 Est. Cost $33.99 Unrealized
MET METLIFE INC 0.1%
Value $163K Shares 2,299 Est. Cost $51.91 Unrealized +49.2%
CBRE CBRE GROUP INC CL A 0.1%
Value $160K Shares 1,183 Est. Cost $141.94 Unrealized +13.7%
CSX CSX CORP COM 0.1%
Value $156K Shares 3,800 Est. Cost $30.43 Unrealized +26.6%
BND ETF VANGUARD BOND INDEX 0.1%
Value $153K Shares 2,078 Est. Cost $72.26 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $152K Shares 921 Est. Cost $94.78 Unrealized +85.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value $151K Shares 708 Est. Cost $167.04 Unrealized
FDX FEDEX CORPORATION 0.1%
Value $150K Shares 422 Est. Cost $216.04 Unrealized +56.9%
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.1%
Value $149K Shares 2,954 Est. Cost $50.39 Unrealized
TGT TARGET CORP COM 0.1%
Value $146K Shares 1,201 Est. Cost $134.98 Unrealized -19.1%
ETN EATON CORP PLC 0.1%
Value $144K Shares 403 Est. Cost $186.32 Unrealized +89.8%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.1%
Value $142K Shares 451 Est. Cost $285.53 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value $138K Shares 316 Est. Cost $292.45 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.1%
Value $137K Shares 1,407 Est. Cost $74.45 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value $136K Shares 561 Est. Cost $432.59 Unrealized -33.0%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value $132K Shares 902 Est. Cost $138.12 Unrealized
GSK GLAXO SMITHKLINE PLC ADR NEW 0.1%
Value $131K Shares 2,368 Est. Cost $36.92 Unrealized
CHD CHURCH & DWIGHT CO.INC 0.1%
Value $131K Shares 1,400 Est. Cost $91.30 Unrealized +3.8%
UPS UNITED PARCEL SERVICE 0.1%
Value $129K Shares 1,314 Est. Cost $124.37 Unrealized -11.7%
GD GENERAL DYNAMICS CORP 0.1%
Value $127K Shares 370 Est. Cost $213.13 Unrealized +66.3%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value $127K Shares 645 Est. Cost $169.19 Unrealized +38.5%
WMT WAL-MART STORES, INC 0.1%
Value $121K Shares 973 Est. Cost $57.15 Unrealized +113.5%
SLV ISHARES SILVER TRUST ETF 0.1%
Value $120K Shares 1,761 Est. Cost $64.42 Unrealized
QUAL ISHARES EDGE MSCI US QULTY FACT ETF 0.0%
Value $112K Shares 583 Est. Cost $139.97 Unrealized
CB CHUBB LTD CHF 0.0%
Value $110K Shares 336 Est. Cost $193.09 Unrealized +63.8%
DIA SPDR DOW JONES INDL AVERAGE ETR TR 0.0%
Value $109K Shares 236 Est. Cost $355.57 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value $107K Shares 3,539 Est. Cost $31.21 Unrealized
IDA IDACORP INC. 0.0%
Value $107K Shares 750 Est. Cost $107.49 Unrealized +25.3%
TFC TRUIST FINL CORP COM 0.0%
Value $106K Shares 2,309 Est. Cost $39.33 Unrealized +30.1%
D DOMINION RES INC VA NEW COM 0.0%
Value $104K Shares 1,679 Est. Cost $47.90 Unrealized +28.6%
WFC WELLS FARGO & CO NEW 0.0%
Value $103K Shares 1,293 Est. Cost $37.64 Unrealized +139.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $103K Shares 907 Est. Cost $87.29 Unrealized +20.7%
IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND 0.0%
Value $102K Shares 795 Est. Cost $99.53 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $102K Shares 565 Est. Cost $112.62 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value $99,939 Shares 2,000 Est. Cost $65.53 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $99,568 Shares 1,230 Est. Cost $69.32 Unrealized +17.6%
MRSH MARSH & MCLENNAN COMPANIES, INC 0.0%
Value $98,690 Shares 569 Est. Cost $185.41 Unrealized -2.2%
PAYX PAYCHEX INC COM STK 0.0%
Value $96,631 Shares 1,049 Est. Cost $107.84 Unrealized -5.4%
FISV FISERV INC 0.0%
Value $94,843 Shares 1,700 Est. Cost $117.72 Unrealized -45.7%
SHEL SHELL PLC NPV ADR 0.0%
Value $93,372 Shares 1,004 Est. Cost $61.63 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value $92,210 Shares 109 Est. Cost $336.70 Unrealized +177.0%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value $91,161 Shares 93 Est. Cost $692.48 Unrealized +10.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $87,835 Shares 260 Est. Cost $73.90 Unrealized +423.7%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value $87,330 Shares 1,258 Est. Cost $36.92 Unrealized +84.7%
TDG TRANSDIGM GROUP INC 0.0%
Value $86,922 Shares 75 Est. Cost $676.05 Unrealized +101.4%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $85,901 Shares 1,827 Est. Cost $45.97 Unrealized
CLX CLOROX CO CALIF COM STK 0.0%
Value $85,390 Shares 824 Est. Cost $147.59 Unrealized -22.5%
XLY SPDR CONSUMER DISCRETIONARY 0.0%
Value $85,221 Shares 782 Est. Cost $146.57 Unrealized
TXN TEXAS INSTRUMENTS, INC 0.0%
Value $84,450 Shares 435 Est. Cost $162.30 Unrealized +27.1%
MS MORGAN STANLEY 0.0%
Value $82,119 Shares 499 Est. Cost $86.17 Unrealized +108.5%
ADI ANALOG DEVICES INC 0.0%
Value $80,167 Shares 252 Est. Cost $178.61 Unrealized +77.0%
GIS GENERAL MILLS INC COM 0.0%
Value $79,092 Shares 2,125 Est. Cost $77.49 Unrealized -41.3%
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value $77,460 Shares 190 Est. Cost $290.93 Unrealized
CWB SPDR BARCLAYS CAP CONV SEC 0.0%
Value $69,921 Shares 764 Est. Cost $71.90 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value $68,627 Shares 740 Est. Cost $75.36 Unrealized
NKE NIKE INC CL B 0.0%
Value $68,544 Shares 1,298 Est. Cost $109.30 Unrealized -41.5%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value $67,764 Shares 419 Est. Cost $110.42 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $66,008 Shares 2,300 Est. Cost $35.69 Unrealized -16.5%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value $65,790 Shares 586 Est. Cost $96.62 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $65,091 Shares 719 Est. Cost $75.76 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value $63,292 Shares 1,124 Est. Cost $45.69 Unrealized +30.6%
LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF 0.0%
Value $62,013 Shares 569 Est. Cost $107.84 Unrealized
BDX BECTON DICKINSON & CO. 0.0%
Value $61,947 Shares 394 Est. Cost $241.97 Unrealized -30.6%
ESE ESCO TECHNOLOGIES INC 0.0%
Value $59,648 Shares 212 Est. Cost $95.45 Unrealized +151.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value $59,217 Shares 849 Est. Cost $54.79 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $59,199 Shares 212 Est. Cost $301.15 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value $56,553 Shares 278 Est. Cost $181.22 Unrealized +22.3%
RTH VANECK VEC RETAIL ETF 0.0%
Value $50,178 Shares 200 Est. Cost $179.88 Unrealized
NVO NOVO NORDISK AS ADR 0.0%
Value $46,010 Shares 1,252 Est. Cost $117.56 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value $44,912 Shares 350 Est. Cost $243.71 Unrealized -43.4%
SHY ISHS BARCLAYS 1-3 YR TREAS BD FD 0.0%
Value $44,912 Shares 544 Est. Cost $81.12 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $44,115 Shares 212 Est. Cost $192.78 Unrealized +16.7%
PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER 0.0%
Value $42,508 Shares 979 Est. Cost $36.84 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $40,213 Shares 175 Est. Cost $200.26 Unrealized +12.9%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $39,042 Shares 150 Est. Cost $219.64 Unrealized +24.4%
WELLS FARGO PFD L 0.0%
Value $36,960 Shares 32 Est. Cost $1178.94 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $35,956 Shares 258 Est. Cost $82.50 Unrealized +67.7%
ETR ENTERGY CORPORATION 0.0%
Value $33,483 Shares 298 Est. Cost $64.35 Unrealized +51.3%
CRM SALESFORCE INC 0.0%
Value $33,226 Shares 178 Est. Cost $256.92 Unrealized -16.0%
CRWD CROWDSTRIKE HOLDINGS INC. 0.0%
Value $31,621 Shares 81 Est. Cost $284.07 Unrealized +51.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $30,479 Shares 312 Est. Cost $79.93 Unrealized +34.4%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value $30,148 Shares 230 Est. Cost $79.20 Unrealized +52.2%
ECL ECOLAB INC 0.0%
Value $30,059 Shares 113 Est. Cost $167.31 Unrealized +71.1%
HPE HEWLETT PACKARD ENT CO 0.0%
Value $30,059 Shares 1,263 Est. Cost $14.20 Unrealized +55.4%
DRI DARDEN RESTAURANTS, INC COM 0.0%
Value $29,406 Shares 150 Est. Cost $143.74 Unrealized +44.3%
SCHD SCHWAB US DIVIDEND EQUITY 0.0%
Value $29,053 Shares 947 Est. Cost $30.68 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $28,706 Shares 216 Est. Cost $160.51 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $26,627 Shares 528 Est. Cost $80.13 Unrealized -16.8%
GRMN GARMIN LTD 0.0%
Value $25,521 Shares 110 Est. Cost $216.69 Unrealized -1.0%
COF CAPITAL ONE FINANCIAL 0.0%
Value $24,810 Shares 136 Est. Cost $223.24 Unrealized 0.0%
HPQ HP INC 0.0%
Value $24,249 Shares 1,263 Est. Cost $27.12 Unrealized -27.1%
DD DUPONT DE NEMOURS, INC. 0.0%
Value $23,397 Shares 511 Est. Cost $27.40 Unrealized +68.3%
IJJ ISHS TR S&P MDCP 400 VALUE ETF 0.0%
Value $23,320 Shares 176 Est. Cost $111.92 Unrealized
RF REGIONS FINL CORP 0.0%
Value $22,428 Shares 859 Est. Cost $25.37 Unrealized +14.2%
AEE AMEREN CORP 0.0%
Value $21,984 Shares 200 Est. Cost $78.68 Unrealized +33.0%
TTE TOTAL ENERGIES SE 0.0%
Value $20,288 Shares 223 Est. Cost $63.23 Unrealized +13.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $18,987 Shares 145 Est. Cost $59.01 Unrealized +113.6%
FAST FASTENAL 0.0%
Value $18,560 Shares 400 Est. Cost $32.89 Unrealized +34.6%
WAT WATERS CORPORATION 0.0%
Value $18,164 Shares 61 Est. Cost $367.24 Unrealized -0.0%
WMB THE WILLIAMS CO INC 0.0%
Value $18,122 Shares 249 Est. Cost $60.06 Unrealized +10.5%
TROW T ROWE PRICE GROUP 0.0%
Value $18,028 Shares 200 Est. Cost $96.42 Unrealized +5.0%
AMX AMERICA MOVIL S.A.B. DE C.V. 0.0%
Value $17,829 Shares 700 Est. Cost $18.65 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $17,676 Shares 204 Est. Cost $84.27 Unrealized +18.1%
GEHC GE HEALTHCARE TECHNOLOGIES, INC. 0.0%
Value $17,580 Shares 247 Est. Cost $80.58 Unrealized +2.1%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value $17,571 Shares 195 Est. Cost $74.77 Unrealized +23.9%
MAS MASCO CORPORATION 0.0%
Value $16,599 Shares 275 Est. Cost $64.11 Unrealized +10.1%
VBR VANGUARD SMALL CAP 0.0%
Value $16,293 Shares 75 Est. Cost $174.39 Unrealized
UBS UBS GROUP AG 0.0%
Value $16,014 Shares 410 Est. Cost $20.11 Unrealized +126.6%
CTVA CORTEVA, INC. 0.0%
Value $15,904 Shares 190 Est. Cost $56.48 Unrealized +28.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value $14,827 Shares 174 Est. Cost $72.40 Unrealized +22.6%
VNQ VANGUARD REIT 0.0%
Value $14,635 Shares 165 Est. Cost $85.26 Unrealized
PLTR PALANTIR TECHNOLOGIES CL A 0.0%
Value $14,628 Shares 100 Est. Cost $154.17 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value $13,427 Shares 390 Est. Cost $33.94 Unrealized +9.3%
HLN HALEON PLC NPV ADR 0.0%
Value $13,343 Shares 1,333 Est. Cost $10.11 Unrealized
TRFK PACER DATA AND DIGITAL REVOLUTION 0.0%
Value $12,883 Shares 207 Est. Cost $50.07 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $12,619 Shares 303 Est. Cost $46.27 Unrealized -37.2%
IXP ISHARES GLOBAL COMMUNICATION SERVICES ETF 0.0%
Value $12,060 Shares 105 Est. Cost $99.31 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value $11,861 Shares 107 Est. Cost $96.50 Unrealized
ROST ROSS STORES INC 0.0%
Value $11,048 Shares 51 Est. Cost $166.60 Unrealized +15.5%
ACGL ARCH CAPIT COM 0.0%
Value $10,462 Shares 109 Est. Cost $91.50 Unrealized +4.8%
MKSI MKS INC 0.0%
Value $9,881 Shares 43 Est. Cost $148.21 Unrealized +51.9%
APH AMPHENOL CL A 0.0%
Value $9,855 Shares 78 Est. Cost $133.54 Unrealized +9.6%
MAR MARRIOTT INTERNATIONAL INC NEW CLASS A 0.0%
Value $9,812 Shares 30 Est. Cost $196.85 Unrealized +68.0%
ARKK ARK INNOVATION ETF 0.0%
Value $9,732 Shares 144 Est. Cost $76.92 Unrealized
STT STATE STREET CORP COM 0.0%
Value $9,492 Shares 75 Est. Cost $65.58 Unrealized +98.6%
APD AIR PRODUCTS AND CHEMICALS INC. 0.0%
Value $8,423 Shares 29 Est. Cost $265.26 Unrealized +2.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value $8,420 Shares 2 Est. Cost $5137.84 Unrealized -6.9%
VB VANGUARD INDEX FUNDS SMALL CAP 0.0%
Value $8,381 Shares 32 Est. Cost $208.75 Unrealized
ASML ASML HOLDING NV 0.0%
Value $7,924 Shares 6 Est. Cost $1069.83 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value $7,235 Shares 160 Est. Cost $66.16 Unrealized -24.3%
CNP CENTERPOINT ENERGY INC 0.0%
Value $6,343 Shares 147 Est. Cost $40.01 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value $6,323 Shares 111 Est. Cost $65.40 Unrealized
INTC INTEL CORP COM 0.0%
Value $6,134 Shares 139 Est. Cost $30.72 Unrealized +51.1%
SYY SYSCO CORP COM 0.0%
Value $6,063 Shares 85 Est. Cost $75.50 Unrealized +8.9%
PCAR PACCAR INC COM 0.0%
Value $6,006 Shares 52 Est. Cost $101.22 Unrealized +21.5%
CCI CROWN CASTLE INTL CORP 0.0%
Value $5,854 Shares 72 Est. Cost $91.09 Unrealized -2.6%
CSL CARLISLE COS INC 0.0%
Value $5,337 Shares 16 Est. Cost $322.65 Unrealized +15.1%
ULTA ULTA BEAUTY, INC 0.0%
Value $5,227 Shares 10 Est. Cost $669.91 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value $5,018 Shares 42 Est. Cost $102.49 Unrealized +33.1%
VRTX VERTEX PHARMACEUTICALS 0.0%
Value $4,911 Shares 11 Est. Cost $431.03 Unrealized +8.5%
LH LABCORP HLDGS INC 0.0%
Value $4,802 Shares 18 Est. Cost $265.14 Unrealized +2.2%
BKR BAKER HUGHES INC. CL A COMMON 0.0%
Value $4,759 Shares 78 Est. Cost $29.55 Unrealized +89.8%
HEI HEICO CORP 0.0%
Value $4,661 Shares 17 Est. Cost $243.50 Unrealized +39.2%
ANET ARISTA NETWORKS INC 0.0%
Value $4,542 Shares 37 Est. Cost $137.66 Unrealized -1.9%
BRO BROWN & BROWN INC. 0.0%
Value $4,433 Shares 68 Est. Cost $83.36 Unrealized -11.0%
WHR WHIRLPOOL CORPORATION COM 0.0%
Value $4,313 Shares 80 Est. Cost $127.26 Unrealized -34.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $4,235 Shares 7 Est. Cost $526.90 Unrealized +16.5%
TEL TE CONNECTIVITY PLC USD 0.0%
Value $4,180 Shares 20 Est. Cost $231.27 Unrealized -0.6%
WRB BERKLEY W R CORP 0.0%
Value $3,976 Shares 60 Est. Cost $72.74 Unrealized -4.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $3,953 Shares 14 Est. Cost $185.56 Unrealized +23.0%
CDW CDW CORP 0.0%
Value $3,872 Shares 32 Est. Cost $147.03 Unrealized -11.6%
FWONK LIBERTY MEDIA CORP DEL NPV 0.0%
Value $3,825 Shares 45 Est. Cost $98.49 Unrealized
VLTO VERALTO CORP 0.0%
Value $3,802 Shares 43 Est. Cost $75.79 Unrealized +28.6%
O REALTY INCOME CORPORATION 0.0%
Value $3,731 Shares 61 Est. Cost $57.36 Unrealized -0.1%
NOW SERVICENOW, INC 0.0%
Value $3,659 Shares 35 Est. Cost $157.66 Unrealized -23.1%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value $3,612 Shares 13 Est. Cost $326.31 Unrealized -7.0%
CPRT COPART INC NPV 0.0%
Value $3,452 Shares 104 Est. Cost $41.46 Unrealized -5.6%
DPZ DOMINO'S PIZZA INC 0.0%
Value $3,229 Shares 9 Est. Cost $445.57 Unrealized -10.0%
ALC ALCON INC CHF 0.0%
Value $3,014 Shares 40 Est. Cost $75.77 Unrealized +6.2%
VFC V F CORP 0.0%
Value $2,971 Shares 175 Est. Cost $20.50 Unrealized -2.8%
AZN ASTRAZENECA PLC 0.0%
Value $2,958 Shares 15 Est. Cost $190.39 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value $2,875 Shares 36 Est. Cost $103.28 Unrealized +9.5%
BAM BROOKFIELD ASSET MGMT LTD 0.0%
Value $2,755 Shares 62 Est. Cost $53.47 Unrealized -3.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $2,578 Shares 18 Est. Cost $135.64 Unrealized +15.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value $2,454 Shares 40 Est. Cost $74.65 Unrealized +2.9%
SLB SLB LIMITED COM STK 0.0%
Value $2,414 Shares 47 Est. Cost $41.21 Unrealized +17.2%
ABNB AIRBNB INC 0.0%
Value $2,399 Shares 19 Est. Cost $124.53 Unrealized +3.9%
ABG ASBURY AUTOMOTIVE GROUP 0.0%
Value $2,344 Shares 12 Est. Cost $236.42 Unrealized +0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value $2,263 Shares 45 Est. Cost $52.01 Unrealized -4.3%
LAD LITHIA MOTORS CL A 0.0%
Value $2,247 Shares 9 Est. Cost $317.53 Unrealized +1.3%
MC MOELIS & CO 0.0%
Value $2,223 Shares 39 Est. Cost $65.79 Unrealized +6.9%
KHC KRAFT HEINZ CO 0.0%
Value $2,202 Shares 98 Est. Cost $33.18 Unrealized -27.9%
BA BOEING COMPANY COM 0.0%
Value $1,990 Shares 10 Est. Cost $238.54 Unrealized 0.0%
TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF 0.0%
Value $1,962 Shares 81 Est. Cost $23.50 Unrealized
VSNT VERSANT MEDIA GROUP, INC. 0.0%
Value $1,887 Shares 51 Est. Cost $32.14 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value $1,708 Shares 5 Est. Cost $407.67 Unrealized -3.5%
CFR CULLEN/FROST BANKERS INC 0.0%
Value $1,644 Shares 12 Est. Cost $124.81 Unrealized +12.2%
BF/B BROWN-FORMAN CORP CLASS B 0.0%
Value $1,638 Shares 62 Est. Cost $27.98 Unrealized -0.1%
SOLV SOLVENTUM CORP. 0.0%
Value $1,632 Shares 25 Est. Cost $60.70 Unrealized +29.1%
Q QNITY ELECTRONICS, INC 0.0%
Value $1,153 Shares 10 Est. Cost $84.91 Unrealized +19.2%
MICC MAGNUM ICE CREAM COMPANY NV 0.0%
Value $373 Shares 25 Est. Cost $15.68 Unrealized +7.2%
AMTM AMENTUM HOLDINGS INC 0.0%
Value $52 Shares 2 Est. Cost $25.52 Unrealized +31.1%