Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 22, 2024

Total Value ($000): $343,843 (100.0% shares, 0.0% debt)

Holdings (264)

AAPL APPLE COMPUTER INC. CMN. 6.2%
Value ($000) $21,429 Shares 111,301 Est. Cost $99.22 Unrealized +84.3%
CVX CHEVRON COM 5.9%
Value ($000) $20,121 Shares 134,898 Est. Cost $81.57 Unrealized +68.9%
XOM EXXON MOBIL CORPORATION 5.2%
Value ($000) $17,808 Shares 178,115 Est. Cost $52.58 Unrealized +85.6%
JNJ JOHNSON & JOHNSON COM 3.3%
Value ($000) $11,213 Shares 71,541 Est. Cost $117.57 Unrealized +22.1%
MSFT MICROSOFT COM 3.0%
Value ($000) $10,183 Shares 27,081 Est. Cost $153.48 Unrealized +128.3%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 2.9%
Value ($000) $10,066 Shares 43,209 Est. Cost $122.36 Unrealized +81.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $8,139 Shares 15 Est. Cost $313083.50 Unrealized +70.5%
LLY LILLY ELI & COMPANY 2.1%
Value ($000) $7,132 Shares 12,236 Est. Cost $103.78 Unrealized +454.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.9%
Value ($000) $6,591 Shares 15,090 Est. Cost $367.66 Unrealized
HD HOME DEPOT COM 1.8%
Value ($000) $6,352 Shares 18,331 Est. Cost $188.07 Unrealized +56.2%
TGT TARGET CORPORATION 1.4%
Value ($000) $4,690 Shares 32,934 Est. Cost $79.96 Unrealized +41.4%
GOOG ALPHABET INC. 1.4%
Value ($000) $4,680 Shares 33,205 Est. Cost $110.96 Unrealized +21.4%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $4,616 Shares 30,378 Est. Cost $125.53 Unrealized +11.7%
JPM JP MORGAN CHASE & CO COM 1.3%
Value ($000) $4,431 Shares 26,048 Est. Cost $96.99 Unrealized +49.4%
PG PROCTER & GAMBLE CO. 1.3%
Value ($000) $4,369 Shares 29,813 Est. Cost $96.62 Unrealized +45.5%
VRSK VERISK ANALYTICS INC CL A 1.3%
Value ($000) $4,359 Shares 18,251 Est. Cost $172.13 Unrealized +35.6%
V VISA INC COM CL A 1.2%
Value ($000) $4,088 Shares 15,701 Est. Cost $157.44 Unrealized +54.1%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $3,591 Shares 25,706 Est. Cost $109.21 Unrealized +22.1%
PEP PEPSICO INC 1.0%
Value ($000) $3,478 Shares 20,479 Est. Cost $106.94 Unrealized +43.8%
MRK MERCK & CO INC 1.0%
Value ($000) $3,448 Shares 31,629 Est. Cost $64.02 Unrealized +51.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $3,417 Shares 9,580 Est. Cost $263.34 Unrealized +33.3%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $3,052 Shares 7,453 Est. Cost $241.15 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $3,012 Shares 6,082 Est. Cost $21.36 Unrealized +116.8%
AVGO BROADCOM INC 0.9%
Value ($000) $2,987 Shares 2,676 Est. Cost $35.35 Unrealized +160.9%
IWM ISHARES TR RUSSELL 2000 0.8%
Value ($000) $2,757 Shares 13,736 Est. Cost $164.79 Unrealized
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.7%
Value ($000) $2,563 Shares 53,512 Est. Cost $42.24 Unrealized
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $2,473 Shares 5,202 Est. Cost $321.38 Unrealized
ADBE ADOBE INC COM 0.7%
Value ($000) $2,445 Shares 4,098 Est. Cost $288.04 Unrealized +100.2%
WMT WAL-MART 0.7%
Value ($000) $2,407 Shares 15,267 Est. Cost $38.89 Unrealized +32.8%
RTX RTX CORPORATION COM 0.7%
Value ($000) $2,353 Shares 27,968 Est. Cost $59.54 Unrealized +27.0%
DE DEERE & CO COM 0.6%
Value ($000) $2,146 Shares 5,367 Est. Cost $157.95 Unrealized +131.2%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.6%
Value ($000) $2,136 Shares 7,046 Est. Cost $242.07 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.6%
Value ($000) $2,017 Shares 18,637 Est. Cost $93.24 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.6%
Value ($000) $2,006 Shares 17,967 Est. Cost $96.95 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,964 Shares 12,674 Est. Cost $88.51 Unrealized +53.4%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,944 Shares 6,558 Est. Cost $171.15 Unrealized +51.1%
CSCO CISCO 0.6%
Value ($000) $1,931 Shares 38,232 Est. Cost $40.97 Unrealized +17.1%
META FACEBOOK INC CL A 0.5%
Value ($000) $1,853 Shares 5,234 Est. Cost $198.55 Unrealized +62.9%
IVV ISHARES TR S&P 500 INDEX 0.5%
Value ($000) $1,844 Shares 3,861 Est. Cost $388.56 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,829 Shares 7,447 Est. Cost $144.51 Unrealized +44.8%
CVS CVS CORP. 0.5%
Value ($000) $1,806 Shares 22,872 Est. Cost $56.38 Unrealized +16.0%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,789 Shares 6,052 Est. Cost $130.98 Unrealized +91.8%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,772 Shares 7,617 Est. Cost $177.40 Unrealized
HYMB SPDR SER TR NUVEEN BLOOMBERG 0.5%
Value ($000) $1,764 Shares 69,761 Est. Cost $25.29 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,749 Shares 5,842 Est. Cost $175.08 Unrealized +57.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,746 Shares 4,976 Est. Cost $194.47 Unrealized +60.8%
SCHW SCHWAB CHARLES CORP NEW COM 0.5%
Value ($000) $1,648 Shares 23,953 Est. Cost $49.85 Unrealized +12.6%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,645 Shares 3,858 Est. Cost $242.23 Unrealized +63.9%
MCO MOODYS CORP COM 0.5%
Value ($000) $1,615 Shares 4,134 Est. Cost $145.66 Unrealized +134.6%
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,604 Shares 7,518 Est. Cost $166.87 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $1,563 Shares 54,281 Est. Cost $30.56 Unrealized -13.6%
BLACKROCK INC COM 0.4%
Value ($000) $1,542 Shares 1,899 Est. Cost $664.59 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,531 Shares 6,476 Est. Cost $170.55 Unrealized +17.3%
KMB KIMBERLY - CLARK CORP 0.4%
Value ($000) $1,515 Shares 12,472 Est. Cost $92.17 Unrealized +20.7%
IJH ISHARES TR S&P MIDCAP 400 0.4%
Value ($000) $1,503 Shares 5,423 Est. Cost $234.90 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,482 Shares 5,707 Est. Cost $169.19 Unrealized +38.5%
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $1,405 Shares 8,592 Est. Cost $94.18 Unrealized +50.2%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,357 Shares 5,562 Est. Cost $114.63 Unrealized +87.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,353 Shares 18,011 Est. Cost $89.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,337 Shares 2,540 Est. Cost $271.71 Unrealized +88.2%
VTV VANGUARD INDEX FDS VALUE ETF 0.4%
Value ($000) $1,331 Shares 8,901 Est. Cost $144.63 Unrealized
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,314 Shares 26,167 Est. Cost $50.22 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $1,265 Shares 4,393 Est. Cost $165.35 Unrealized +54.3%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,263 Shares 1,914 Est. Cost $403.94 Unrealized +42.0%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,253 Shares 2,765 Est. Cost $330.77 Unrealized +26.2%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $1,252 Shares 7,347 Est. Cost $134.57 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,240 Shares 12,743 Est. Cost $61.79 Unrealized +42.6%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,234 Shares 5,884 Est. Cost $138.74 Unrealized +24.2%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,232 Shares 4,178 Est. Cost $85.15 Unrealized +57.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,229 Shares 5,837 Est. Cost $175.77 Unrealized +2.3%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.3%
Value ($000) $1,195 Shares 20,146 Est. Cost $59.31 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,179 Shares 4,482 Est. Cost $193.75 Unrealized +15.4%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.3%
Value ($000) $1,175 Shares 4,340 Est. Cost $185.88 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $1,142 Shares 19,376 Est. Cost $41.32 Unrealized +28.9%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.3%
Value ($000) $1,136 Shares 27,649 Est. Cost $39.68 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.3%
Value ($000) $1,128 Shares 7,174 Est. Cost $125.49 Unrealized +7.0%
IEMG ISHARES INC CORE MSCI EMKT 0.3%
Value ($000) $1,124 Shares 22,217 Est. Cost $49.48 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.3%
Value ($000) $1,112 Shares 11,678 Est. Cost $67.10 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,104 Shares 4,214 Est. Cost $155.63 Unrealized +46.1%
BA BOEING CO COM 0.3%
Value ($000) $1,100 Shares 4,221 Est. Cost $278.29 Unrealized -23.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $1,086 Shares 9,353 Est. Cost $56.38 Unrealized +94.6%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,074 Shares 11,898 Est. Cost $114.79 Unrealized -24.9%
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,051 Shares 4,541 Est. Cost $114.70 Unrealized +83.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,043 Shares 13,082 Est. Cost $61.15 Unrealized +17.3%
CI CIGNA CORP NEW 0.3%
Value ($000) $1,037 Shares 3,463 Est. Cost $185.47 Unrealized +51.4%
INTC INTEL COM 0.3%
Value ($000) $1,027 Shares 20,432 Est. Cost $40.42 Unrealized -0.9%
NKE NIKE INC CL B 0.3%
Value ($000) $1,009 Shares 9,291 Est. Cost $79.00 Unrealized +30.4%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $990 Shares 4,175 Est. Cost $212.41 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.3%
Value ($000) $977 Shares 9,283 Est. Cost $88.19 Unrealized
SON SONOCO PRODS CO COM 0.3%
Value ($000) $966 Shares 17,295 Est. Cost $47.07 Unrealized +5.3%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $949 Shares 17,631 Est. Cost $53.51 Unrealized
ETN EATON CORP CMN 0.3%
Value ($000) $940 Shares 3,903 Est. Cost $102.38 Unrealized +110.5%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $927 Shares 18,835 Est. Cost $39.14 Unrealized +4.8%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $924 Shares 12,763 Est. Cost $40.79 Unrealized +57.7%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $916 Shares 20,885 Est. Cost $33.71 Unrealized +18.9%
NFLX NETFLIX INC COM 0.3%
Value ($000) $876 Shares 1,800 Est. Cost $28.79 Unrealized +51.6%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $872 Shares 8,430 Est. Cost $75.58 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $850 Shares 3,422 Est. Cost $227.99 Unrealized +4.2%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $848 Shares 16,519 Est. Cost $42.37 Unrealized +11.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $829 Shares 7,861 Est. Cost $75.16 Unrealized +42.0%
GWW GRAINGER W.W. INC 0.2%
Value ($000) $825 Shares 996 Est. Cost $305.81 Unrealized +147.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $814 Shares 1,534 Est. Cost $298.75 Unrealized +60.9%
AFL AFLAC INC COM 0.2%
Value ($000) $811 Shares 9,835 Est. Cost $42.52 Unrealized +81.1%
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $748 Shares 6,903 Est. Cost $110.89 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $739 Shares 5,547 Est. Cost $72.68 Unrealized +52.8%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $720 Shares 4,980 Est. Cost $79.38 Unrealized +49.1%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $717 Shares 12,300 Est. Cost $58.16 Unrealized
GS GOLDMAN SACHS 0.2%
Value ($000) $717 Shares 1,859 Est. Cost $260.38 Unrealized +22.0%
MMM 3M COMPANY COM 0.2%
Value ($000) $712 Shares 6,514 Est. Cost $115.45 Unrealized -34.6%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $706 Shares 4,137 Est. Cost $88.58 Unrealized +94.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $696 Shares 11,459 Est. Cost $60.67 Unrealized -11.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $686 Shares 7,073 Est. Cost $71.88 Unrealized +16.6%
SO SOUTHERN COMPANY 0.2%
Value ($000) $672 Shares 9,588 Est. Cost $46.40 Unrealized +37.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $669 Shares 8,608 Est. Cost $59.33 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $666 Shares 8,657 Est. Cost $21.29 Unrealized +36.3%
DOV DOVER CORP 0.2%
Value ($000) $663 Shares 4,312 Est. Cost $81.29 Unrealized +68.1%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value ($000) $662 Shares 15,548 Est. Cost $36.67 Unrealized -2.1%
ECL ECOLAB INC COM 0.2%
Value ($000) $647 Shares 3,262 Est. Cost $155.59 Unrealized +13.0%
CMI CUMMINS INC COM 0.2%
Value ($000) $626 Shares 2,611 Est. Cost $159.39 Unrealized +36.0%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $615 Shares 12,114 Est. Cost $50.81 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.2%
Value ($000) $601 Shares 8,804 Est. Cost $68.57 Unrealized
BAC BANK OF AMERICA CORP COM 0.2%
Value ($000) $591 Shares 17,548 Est. Cost $25.22 Unrealized +9.5%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $585 Shares 3,121 Est. Cost $108.44 Unrealized +44.8%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $577 Shares 7,657 Est. Cost $65.72 Unrealized
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $577 Shares 762 Est. Cost $728.68 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value ($000) $564 Shares 9,167 Est. Cost $61.52 Unrealized
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $559 Shares 3,544 Est. Cost $137.37 Unrealized
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $555 Shares 10,281 Est. Cost $41.28 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $551 Shares 5,006 Est. Cost $83.89 Unrealized +14.5%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $539 Shares 5,619 Est. Cost $83.30 Unrealized +10.7%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $539 Shares 5,163 Est. Cost $108.46 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value ($000) $528 Shares 3,198 Est. Cost $147.06 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $523 Shares 13,863 Est. Cost $37.72 Unrealized -17.8%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $520 Shares 3,358 Est. Cost $105.87 Unrealized +13.3%
IUSV ISHARES CORE S&P VALUE 0.2%
Value ($000) $516 Shares 6,124 Est. Cost $72.47 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $506 Shares 1,847 Est. Cost $198.42 Unrealized +30.6%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $506 Shares 11,685 Est. Cost $38.09 Unrealized -13.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $499 Shares 6,883 Est. Cost $85.76 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $499 Shares 3,385 Est. Cost $92.29 Unrealized +27.7%
CB CHUBB LIMITED COM 0.1%
Value ($000) $473 Shares 2,094 Est. Cost $185.82 Unrealized +15.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $469 Shares 4,986 Est. Cost $64.08 Unrealized +30.6%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $451 Shares 8,663 Est. Cost $48.86 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $445 Shares 11,038 Est. Cost $31.16 Unrealized +11.7%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $440 Shares 6,290 Est. Cost $39.86 Unrealized +46.6%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $437 Shares 3,669 Est. Cost $68.26 Unrealized +62.7%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $433 Shares 5,604 Est. Cost $45.69 Unrealized +49.4%
LOW LOWES COMPANIES 0.1%
Value ($000) $432 Shares 1,942 Est. Cost $159.49 Unrealized +22.1%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $429 Shares 3,301 Est. Cost $61.75 Unrealized +93.3%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $427 Shares 284 Est. Cost $1303.88 Unrealized +14.0%
T AT&T INC COM 0.1%
Value ($000) $422 Shares 25,193 Est. Cost $14.66 Unrealized -3.0%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $421 Shares 7,561 Est. Cost $48.35 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $409 Shares 579 Est. Cost $95.21 Unrealized +32.4%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $404 Shares 2,773 Est. Cost $150.49 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $391 Shares 1,933 Est. Cost $173.74 Unrealized +3.3%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $390 Shares 4,155 Est. Cost $73.15 Unrealized +19.3%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $388 Shares 6,306 Est. Cost $38.41 Unrealized +36.2%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $386 Shares 5,069 Est. Cost $75.45 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $384 Shares 615 Est. Cost $461.44 Unrealized +18.0%
KVUE KENVUE INC COM 0.1%
Value ($000) $383 Shares 17,794 Est. Cost $20.69 Unrealized -11.1%
HSY HERSHEY CO COM 0.1%
Value ($000) $381 Shares 2,041 Est. Cost $110.40 Unrealized +60.9%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $379 Shares 2,225 Est. Cost $123.14 Unrealized +18.2%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $373 Shares 6,616 Est. Cost $50.59 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $368 Shares 4,547 Est. Cost $61.99 Unrealized +16.5%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $368 Shares 3,950 Est. Cost $74.81 Unrealized 0.0%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $368 Shares 3,140 Est. Cost $90.95 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $363 Shares 776 Est. Cost $395.71 Unrealized +14.2%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $363 Shares 5,513 Est. Cost $59.89 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $360 Shares 6,916 Est. Cost $42.47 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $358 Shares 9,175 Est. Cost $34.39 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $356 Shares 4,601 Est. Cost $79.41 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $356 Shares 6,195 Est. Cost $48.77 Unrealized -4.7%
FDX FEDEX CORP 0.1%
Value ($000) $355 Shares 1,403 Est. Cost $204.29 Unrealized +18.6%
MET METLIFE INC COM 0.1%
Value ($000) $354 Shares 5,348 Est. Cost $31.88 Unrealized +84.3%
PPG PPG INDS INC COM 0.1%
Value ($000) $344 Shares 2,299 Est. Cost $97.42 Unrealized +32.3%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $339 Shares 2,375 Est. Cost $127.99 Unrealized -3.1%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $337 Shares 9,536 Est. Cost $30.37 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $336 Shares 4,057 Est. Cost $66.83 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $332 Shares 1,409 Est. Cost $186.97 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $331 Shares 3,274 Est. Cost $89.79 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $329 Shares 4,502 Est. Cost $72.80 Unrealized -10.9%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $329 Shares 2,680 Est. Cost $92.81 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $324 Shares 3,113 Est. Cost $104.00 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $322 Shares 5,880 Est. Cost $41.11 Unrealized +8.7%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $322 Shares 1,428 Est. Cost $147.72 Unrealized +34.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $321 Shares 5,593 Est. Cost $18.89 Unrealized +172.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $320 Shares 8,502 Est. Cost $37.59 Unrealized
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $319 Shares 6,261 Est. Cost $31.86 Unrealized +21.8%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $316 Shares 3,265 Est. Cost $86.30 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $307 Shares 1,424 Est. Cost $174.16 Unrealized +0.6%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $305 Shares 4,333 Est. Cost $65.07 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $302 Shares 3,900 Est. Cost $57.49 Unrealized +12.7%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $301 Shares 4,095 Est. Cost $71.67 Unrealized
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $301 Shares 2,956 Est. Cost $88.28 Unrealized
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $299 Shares 1,572 Est. Cost $115.62 Unrealized +44.2%
LEN LENNAR CORP 0.1%
Value ($000) $298 Shares 2,000 Est. Cost $116.88 Unrealized 0.0%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $298 Shares 1,135 Est. Cost $250.40 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $297 Shares 4,575 Est. Cost $59.99 Unrealized
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $293 Shares 2,540 Est. Cost $105.03 Unrealized -13.5%
PLD PROLOGIS INC COM 0.1%
Value ($000) $288 Shares 2,159 Est. Cost $65.19 Unrealized +62.0%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $285 Shares 3,835 Est. Cost $54.71 Unrealized +18.8%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $285 Shares 5,608 Est. Cost $39.44 Unrealized +9.6%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $282 Shares 1,242 Est. Cost $206.04 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $282 Shares 3,833 Est. Cost $82.30 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $281 Shares 900 Est. Cost $264.03 Unrealized 0.0%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $279 Shares 5,985 Est. Cost $36.29 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $277 Shares 3,268 Est. Cost $79.35 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $275 Shares 1,438 Est. Cost $155.43 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $269 Shares 2,740 Est. Cost $80.71 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $268 Shares 2,997 Est. Cost $70.86 Unrealized +13.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $268 Shares 3,253 Est. Cost $74.37 Unrealized -3.9%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $268 Shares 1,413 Est. Cost $174.31 Unrealized +7.3%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $268 Shares 1,643 Est. Cost $115.54 Unrealized +28.8%
LAM RESEARCH CORP COM 0.1%
Value ($000) $266 Shares 340 Est. Cost $783.25 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $265 Shares 5,093 Est. Cost $45.87 Unrealized +11.7%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $264 Shares 2,013 Est. Cost $102.08 Unrealized 0.0%
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $263 Shares 6,229 Est. Cost $36.89 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $262 Shares 7,090 Est. Cost $34.79 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $259 Shares 2,069 Est. Cost $111.41 Unrealized
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $257 Shares 4,105 Est. Cost $48.60 Unrealized
HCA HCA HLDGS INC COM 0.1%
Value ($000) $257 Shares 950 Est. Cost $193.55 Unrealized +25.5%
GLW CORNING INC COM 0.1%
Value ($000) $254 Shares 8,356 Est. Cost $30.41 Unrealized -10.8%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $253 Shares 1,986 Est. Cost $91.47 Unrealized 0.0%
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $253 Shares 1,719 Est. Cost $131.79 Unrealized
SPGP INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF 0.1%
Value ($000) $245 Shares 2,500 Est. Cost $91.24 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $243 Shares 4,729 Est. Cost $41.35 Unrealized 0.0%
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $243 Shares 591 Est. Cost $383.62 Unrealized 0.0%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $242 Shares 3,107 Est. Cost $54.21 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $236 Shares 4,097 Est. Cost $53.44 Unrealized 0.0%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $236 Shares 1,316 Est. Cost $162.45 Unrealized 0.0%
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $235 Shares 464 Est. Cost $456.64 Unrealized
CP CANADIAN PAC RY LTD COM 0.1%
Value ($000) $234 Shares 2,961 Est. Cost $72.13 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $232 Shares 3,771 Est. Cost $104.12 Unrealized -45.1%
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $228 Shares 1,960 Est. Cost $116.29 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value ($000) $227 Shares 2,953 Est. Cost $75.56 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $226 Shares 2,785 Est. Cost $79.59 Unrealized -9.9%
FLR FLUOR CORP. (NEW) 0.1%
Value ($000) $226 Shares 5,768 Est. Cost $33.49 Unrealized +10.3%
EXC EXELON CORP COM 0.1%
Value ($000) $222 Shares 6,174 Est. Cost $35.51 Unrealized 0.0%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $220 Shares 1,620 Est. Cost $135.85 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $220 Shares 403 Est. Cost $508.04 Unrealized 0.0%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $217 Shares 1,710 Est. Cost $104.12 Unrealized 0.0%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $215 Shares 1,115 Est. Cost $193.07 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $215 Shares 1,996 Est. Cost $105.76 Unrealized -15.2%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $215 Shares 9,318 Est. Cost $22.89 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $214 Shares 454 Est. Cost $446.64 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $214 Shares 526 Est. Cost $369.42 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $212 Shares 4,369 Est. Cost $48.47 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $211 Shares 2,764 Est. Cost $76.38 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $209 Shares 820 Est. Cost $209.43 Unrealized 0.0%
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $209 Shares 4,200 Est. Cost $49.81 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $209 Shares 4,355 Est. Cost $46.55 Unrealized 0.0%
CMS CMS ENERGY CORP 0.1%
Value ($000) $207 Shares 3,571 Est. Cost $52.28 Unrealized 0.0%
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $206 Shares 358 Est. Cost $576.09 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $204 Shares 838 Est. Cost $215.94 Unrealized 0.0%
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $204 Shares 1,100 Est. Cost $185.40 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.1%
Value ($000) $204 Shares 4,050 Est. Cost $40.34 Unrealized 0.0%
EQIX EQUINIX INC COM 0.1%
Value ($000) $201 Shares 250 Est. Cost $733.71 Unrealized 0.0%
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $201 Shares 5,014 Est. Cost $22.38 Unrealized 0.0%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.1%
Value ($000) $200 Shares 3,457 Est. Cost $57.95 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $157 Shares 10,875 Est. Cost $10.65 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.0%
Value ($000) $154 Shares 14,770 Est. Cost $9.66 Unrealized
PGX INVESCO EXCHNG TRADED FD TR PFD ETF 0.0%
Value ($000) $141 Shares 12,325 Est. Cost $11.23 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $93 Shares 11,259 Est. Cost $8.33 Unrealized
DNP SELECT INCOME FUND 0.0%
Value ($000) $86 Shares 10,200 Est. Cost $11.25 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $67 Shares 11,983 Est. Cost $5.57 Unrealized