Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $371,541 (100.0% shares, 0.0% debt)

Holdings (264)

AAPL APPLE COMPUTER INC. CMN. 6.2%
Value ($000) $22,913 Shares 108,787 Est. Cost $99.22 Unrealized +86.6%
CVX CHEVRON COM 5.7%
Value ($000) $21,045 Shares 134,543 Est. Cost $81.57 Unrealized +81.9%
XOM EXXON MOBIL CORPORATION 5.5%
Value ($000) $20,615 Shares 179,070 Est. Cost $52.58 Unrealized +109.4%
MSFT MICROSOFT COM 3.1%
Value ($000) $11,597 Shares 25,947 Est. Cost $153.48 Unrealized +171.9%
LLY LILLY ELI & COMPANY 3.0%
Value ($000) $11,005 Shares 12,155 Est. Cost $103.78 Unrealized +662.1%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 2.8%
Value ($000) $10,336 Shares 43,305 Est. Cost $122.36 Unrealized +93.4%
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $10,307 Shares 70,518 Est. Cost $117.57 Unrealized +20.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $9,184 Shares 15 Est. Cost $313083.50 Unrealized +96.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 2.1%
Value ($000) $7,961 Shares 15,918 Est. Cost $374.55 Unrealized
NVDA NVIDIA CORP 1.9%
Value ($000) $7,057 Shares 57,127 Est. Cost $92.57 Unrealized +9.2%
HD HOME DEPOT COM 1.7%
Value ($000) $6,213 Shares 18,050 Est. Cost $188.07 Unrealized +74.2%
GOOG ALPHABET INC. 1.6%
Value ($000) $6,083 Shares 33,164 Est. Cost $110.96 Unrealized +52.2%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $5,810 Shares 30,063 Est. Cost $125.53 Unrealized +46.3%
JPM JP MORGAN CHASE & CO COM 1.4%
Value ($000) $5,262 Shares 26,016 Est. Cost $96.99 Unrealized +95.1%
PG PROCTER & GAMBLE CO. 1.3%
Value ($000) $4,947 Shares 29,997 Est. Cost $96.62 Unrealized +62.7%
TGT TARGET CORPORATION 1.3%
Value ($000) $4,821 Shares 32,567 Est. Cost $79.96 Unrealized +85.0%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $4,632 Shares 25,432 Est. Cost $109.21 Unrealized +53.2%
VRSK VERISK ANALYTICS INC CL A 1.1%
Value ($000) $4,217 Shares 15,645 Est. Cost $172.13 Unrealized +40.6%
AVGO BROADCOM INC 1.1%
Value ($000) $4,102 Shares 2,555 Est. Cost $35.35 Unrealized +289.5%
V VISA INC COM CL A 1.1%
Value ($000) $4,007 Shares 15,269 Est. Cost $157.44 Unrealized +72.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,997 Shares 9,825 Est. Cost $266.96 Unrealized +53.1%
MRK MERCK & CO INC 1.0%
Value ($000) $3,831 Shares 30,946 Est. Cost $64.02 Unrealized +90.1%
PEP PEPSICO INC 0.9%
Value ($000) $3,439 Shares 20,849 Est. Cost $107.93 Unrealized +50.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $3,405 Shares 7,108 Est. Cost $241.15 Unrealized
WMT WAL-MART 0.8%
Value ($000) $3,114 Shares 45,996 Est. Cost $54.31 Unrealized +14.1%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $2,895 Shares 5,320 Est. Cost $326.33 Unrealized
RTX RTX CORPORATION COM 0.7%
Value ($000) $2,786 Shares 27,750 Est. Cost $59.54 Unrealized +68.2%
META FACEBOOK INC CL A 0.7%
Value ($000) $2,577 Shares 5,110 Est. Cost $198.55 Unrealized +143.4%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.7%
Value ($000) $2,566 Shares 51,924 Est. Cost $42.24 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $2,179 Shares 12,704 Est. Cost $88.51 Unrealized +77.5%
ADBE ADOBE INC COM 0.6%
Value ($000) $2,152 Shares 3,874 Est. Cost $288.04 Unrealized +68.1%
IVV ISHARES TR S&P 500 INDEX 0.6%
Value ($000) $2,065 Shares 3,773 Est. Cost $388.56 Unrealized
DE DEERE & CO COM 0.6%
Value ($000) $2,044 Shares 5,471 Est. Cost $162.18 Unrealized +134.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $2,018 Shares 6,058 Est. Cost $130.98 Unrealized +158.6%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,994 Shares 8,238 Est. Cost $182.27 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.5%
Value ($000) $1,980 Shares 18,568 Est. Cost $93.24 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,980 Shares 5,818 Est. Cost $175.08 Unrealized +90.4%
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $1,942 Shares 9,571 Est. Cost $164.79 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.5%
Value ($000) $1,936 Shares 16,298 Est. Cost $101.36 Unrealized
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $1,830 Shares 5,565 Est. Cost $114.63 Unrealized +173.7%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.5%
Value ($000) $1,802 Shares 35,712 Est. Cost $50.29 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $1,797 Shares 15,150 Est. Cost $96.95 Unrealized
CSCO CISCO 0.5%
Value ($000) $1,775 Shares 37,366 Est. Cost $40.97 Unrealized +10.5%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,735 Shares 3,932 Est. Cost $246.17 Unrealized +83.5%
MCO MOODYS CORP COM 0.5%
Value ($000) $1,734 Shares 4,120 Est. Cost $145.66 Unrealized +169.8%
SCHW SCHWAB CHARLES CORP NEW COM 0.5%
Value ($000) $1,725 Shares 23,408 Est. Cost $49.85 Unrealized +45.1%
KMB KIMBERLY - CLARK CORP 0.5%
Value ($000) $1,698 Shares 12,288 Est. Cost $92.17 Unrealized +35.9%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,674 Shares 6,569 Est. Cost $171.15 Unrealized +49.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,667 Shares 18,011 Est. Cost $89.91 Unrealized
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,630 Shares 1,918 Est. Cost $403.94 Unrealized +91.6%
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $1,606 Shares 7,365 Est. Cost $166.87 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,603 Shares 5,525 Est. Cost $169.19 Unrealized +67.9%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,563 Shares 6,908 Est. Cost $144.51 Unrealized +56.0%
IJH ISHARES TR S&P MIDCAP 400 0.4%
Value ($000) $1,562 Shares 26,699 Est. Cost $94.35 Unrealized
BLACKROCK INC COM 0.4%
Value ($000) $1,462 Shares 1,857 Est. Cost $664.59 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,446 Shares 4,337 Est. Cost $185.88 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $1,434 Shares 4,728 Est. Cost $194.47 Unrealized +53.9%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,432 Shares 4,224 Est. Cost $85.85 Unrealized +74.2%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.4%
Value ($000) $1,417 Shares 24,336 Est. Cost $59.12 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $1,410 Shares 50,400 Est. Cost $30.56 Unrealized -18.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.4%
Value ($000) $1,396 Shares 8,704 Est. Cost $144.63 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,390 Shares 6,473 Est. Cost $170.55 Unrealized +31.5%
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $1,389 Shares 8,031 Est. Cost $94.18 Unrealized +76.1%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,374 Shares 12,475 Est. Cost $61.79 Unrealized +73.9%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,353 Shares 2,896 Est. Cost $335.78 Unrealized +31.5%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.4%
Value ($000) $1,343 Shares 3,684 Est. Cost $242.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,317 Shares 2,586 Est. Cost $275.29 Unrealized +71.9%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value ($000) $1,314 Shares 7,197 Est. Cost $134.57 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,310 Shares 5,831 Est. Cost $175.77 Unrealized +19.0%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $1,273 Shares 8,916 Est. Cost $79.24 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $1,268 Shares 4,059 Est. Cost $165.35 Unrealized +68.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,254 Shares 12,924 Est. Cost $61.15 Unrealized +45.6%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,231 Shares 5,767 Est. Cost $138.74 Unrealized +32.5%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,231 Shares 1,824 Est. Cost $29.23 Unrealized +113.6%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,218 Shares 12,269 Est. Cost $114.51 Unrealized -7.9%
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,214 Shares 4,858 Est. Cost $123.54 Unrealized +102.6%
CI CIGNA CORP NEW 0.3%
Value ($000) $1,138 Shares 3,444 Est. Cost $185.47 Unrealized +80.2%
KO COCA COLA CO COM 0.3%
Value ($000) $1,138 Shares 17,883 Est. Cost $41.32 Unrealized +42.5%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1,135 Shares 8,035 Est. Cost $76.18 Unrealized +60.5%
CVS CVS CORP. 0.3%
Value ($000) $1,123 Shares 19,011 Est. Cost $56.38 Unrealized +3.8%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $1,117 Shares 4,175 Est. Cost $212.41 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,112 Shares 4,326 Est. Cost $193.75 Unrealized +36.6%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $1,110 Shares 18,694 Est. Cost $39.14 Unrealized +45.3%
ETN EATON CORP CMN 0.3%
Value ($000) $1,020 Shares 3,253 Est. Cost $102.38 Unrealized +209.9%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,016 Shares 17,631 Est. Cost $53.51 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $985 Shares 8,613 Est. Cost $56.38 Unrealized +104.6%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $951 Shares 4,013 Est. Cost $155.63 Unrealized +52.2%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $950 Shares 4,768 Est. Cost $79.38 Unrealized +129.8%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $921 Shares 901 Est. Cost $774.04 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $899 Shares 996 Est. Cost $305.81 Unrealized +203.4%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $892 Shares 6,520 Est. Cost $125.49 Unrealized +3.6%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $889 Shares 16,617 Est. Cost $49.48 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $853 Shares 4,684 Est. Cost $268.40 Unrealized -33.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $852 Shares 1,541 Est. Cost $298.75 Unrealized +90.7%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $851 Shares 16,788 Est. Cost $47.07 Unrealized +14.2%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $837 Shares 14,430 Est. Cost $58.14 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $826 Shares 21,107 Est. Cost $33.74 Unrealized +10.0%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $826 Shares 10,541 Est. Cost $69.17 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $822 Shares 9,204 Est. Cost $42.52 Unrealized +95.4%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $816 Shares 12,473 Est. Cost $40.79 Unrealized +59.7%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $782 Shares 5,543 Est. Cost $72.68 Unrealized +92.1%
ECL ECOLAB INC COM 0.2%
Value ($000) $776 Shares 3,260 Est. Cost $155.59 Unrealized +46.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $756 Shares 10,674 Est. Cost $60.67 Unrealized +11.4%
GS GOLDMAN SACHS 0.2%
Value ($000) $750 Shares 1,658 Est. Cost $260.38 Unrealized +62.7%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value ($000) $739 Shares 15,215 Est. Cost $36.67 Unrealized +34.5%
DOV DOVER CORP 0.2%
Value ($000) $737 Shares 4,087 Est. Cost $81.29 Unrealized +116.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $736 Shares 7,345 Est. Cost $72.71 Unrealized +29.6%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $735 Shares 4,206 Est. Cost $89.74 Unrealized +77.4%
NKE NIKE INC CL B 0.2%
Value ($000) $733 Shares 9,721 Est. Cost $79.47 Unrealized +12.9%
SO SOUTHERN COMPANY 0.2%
Value ($000) $728 Shares 9,388 Est. Cost $46.40 Unrealized +54.7%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $717 Shares 9,875 Est. Cost $69.31 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $701 Shares 6,575 Est. Cost $110.89 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $697 Shares 3,011 Est. Cost $108.44 Unrealized +109.6%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $697 Shares 8,657 Est. Cost $21.29 Unrealized +48.2%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $690 Shares 8,508 Est. Cost $59.33 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $689 Shares 2,487 Est. Cost $159.39 Unrealized +73.2%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $654 Shares 15,751 Est. Cost $42.37 Unrealized -3.2%
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value ($000) $643 Shares 11,140 Est. Cost $60.84 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.2%
Value ($000) $642 Shares 3,694 Est. Cost $114.98 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $634 Shares 3,911 Est. Cost $101.52 Unrealized +58.5%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $616 Shares 14,949 Est. Cost $37.63 Unrealized -3.1%
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $610 Shares 3,084 Est. Cost $227.99 Unrealized -23.3%
INTC INTEL COM 0.2%
Value ($000) $601 Shares 19,425 Est. Cost $40.42 Unrealized -19.6%
MMM 3M COMPANY COM 0.2%
Value ($000) $601 Shares 5,884 Est. Cost $115.45 Unrealized -18.4%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $587 Shares 13,411 Est. Cost $39.68 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $586 Shares 2,297 Est. Cost $191.74 Unrealized +31.8%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $582 Shares 9,500 Est. Cost $41.28 Unrealized
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $563 Shares 5,099 Est. Cost $108.46 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $556 Shares 7,138 Est. Cost $82.19 Unrealized -5.0%
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $540 Shares 6,124 Est. Cost $72.47 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $536 Shares 11,766 Est. Cost $31.65 Unrealized +23.6%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $530 Shares 5,914 Est. Cost $39.86 Unrealized +92.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $520 Shares 5,000 Est. Cost $83.89 Unrealized +22.7%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $517 Shares 3,301 Est. Cost $61.75 Unrealized +148.6%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $516 Shares 284 Est. Cost $1303.88 Unrealized +35.6%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $512 Shares 3,118 Est. Cost $137.37 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $510 Shares 5,614 Est. Cost $45.69 Unrealized +100.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $496 Shares 3,188 Est. Cost $105.87 Unrealized +38.5%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $492 Shares 2,528 Est. Cost $129.50 Unrealized +36.0%
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value ($000) $489 Shares 8,573 Est. Cost $68.57 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $489 Shares 6,382 Est. Cost $85.76 Unrealized
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $482 Shares 12,118 Est. Cost $25.22 Unrealized +46.0%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $476 Shares 1,358 Est. Cost $186.97 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $471 Shares 7,497 Est. Cost $48.35 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $471 Shares 4,277 Est. Cost $73.87 Unrealized +33.6%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $468 Shares 11,790 Est. Cost $38.09 Unrealized -0.9%
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value ($000) $468 Shares 4,866 Est. Cost $67.10 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $464 Shares 2,661 Est. Cost $147.06 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $460 Shares 585 Est. Cost $95.74 Unrealized +53.3%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $458 Shares 6,302 Est. Cost $38.41 Unrealized +81.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $454 Shares 1,760 Est. Cost $198.42 Unrealized +22.2%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $448 Shares 8,453 Est. Cost $48.86 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $440 Shares 6,851 Est. Cost $51.06 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $438 Shares 2,380 Est. Cost $120.87 Unrealized +52.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $435 Shares 4,296 Est. Cost $64.08 Unrealized +42.5%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $435 Shares 3,668 Est. Cost $68.26 Unrealized +70.4%
INTU INTUIT COM 0.1%
Value ($000) $430 Shares 654 Est. Cost $470.55 Unrealized +30.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $425 Shares 5,448 Est. Cost $77.99 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $424 Shares 1,941 Est. Cost $173.74 Unrealized +23.7%
FDX FEDEX CORP 0.1%
Value ($000) $419 Shares 1,398 Est. Cost $204.29 Unrealized +23.2%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $408 Shares 6,464 Est. Cost $24.46 Unrealized +146.2%
T AT&T INC COM 0.1%
Value ($000) $404 Shares 21,156 Est. Cost $14.66 Unrealized +10.3%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $403 Shares 2,680 Est. Cost $92.81 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $403 Shares 5,177 Est. Cost $75.49 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $390 Shares 5,053 Est. Cost $79.22 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $387 Shares 1,756 Est. Cost $159.49 Unrealized +38.8%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $383 Shares 3,167 Est. Cost $90.95 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $369 Shares 6,980 Est. Cost $48.76 Unrealized -0.2%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $365 Shares 8,300 Est. Cost $34.39 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $360 Shares 3,418 Est. Cost $66.83 Unrealized +50.9%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $355 Shares 4,912 Est. Cost $59.89 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $351 Shares 1,634 Est. Cost $162.58 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $345 Shares 4,920 Est. Cost $31.88 Unrealized +113.7%
KVUE KENVUE INC COM 0.1%
Value ($000) $345 Shares 18,950 Est. Cost $20.54 Unrealized -11.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $343 Shares 787 Est. Cost $396.39 Unrealized +12.0%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $339 Shares 3,635 Est. Cost $54.71 Unrealized +60.5%
GLW CORNING INC COM 0.1%
Value ($000) $338 Shares 8,693 Est. Cost $30.53 Unrealized +10.3%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $338 Shares 1,396 Est. Cost $147.72 Unrealized +59.8%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $334 Shares 2,647 Est. Cost $150.49 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $332 Shares 3,452 Est. Cost $73.87 Unrealized +26.9%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $324 Shares 1,592 Est. Cost $116.79 Unrealized +78.9%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $323 Shares 2,029 Est. Cost $92.87 Unrealized +70.1%
LAM RESEARCH CORP COM 0.1%
Value ($000) $318 Shares 299 Est. Cost $783.25 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $316 Shares 4,607 Est. Cost $62.00 Unrealized +1.8%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $315 Shares 8,731 Est. Cost $30.37 Unrealized
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $314 Shares 4,264 Est. Cost $71.75 Unrealized
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $310 Shares 3,192 Est. Cost $74.81 Unrealized +21.4%
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $309 Shares 6,261 Est. Cost $31.86 Unrealized +43.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $309 Shares 807 Est. Cost $209.43 Unrealized +58.8%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.1%
Value ($000) $307 Shares 6,043 Est. Cost $50.81 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $306 Shares 1,453 Est. Cost $175.02 Unrealized +14.4%
HCA HCA HLDGS INC COM 0.1%
Value ($000) $305 Shares 950 Est. Cost $193.55 Unrealized +65.7%
SYY SYSCO CORP COM 0.1%
Value ($000) $305 Shares 4,267 Est. Cost $72.80 Unrealized -2.2%
DOW DOW INC COM 0.1%
Value ($000) $300 Shares 5,665 Est. Cost $41.11 Unrealized +24.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $297 Shares 4,683 Est. Cost $41.35 Unrealized +42.0%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $296 Shares 2,897 Est. Cost $86.30 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $296 Shares 3,377 Est. Cost $80.12 Unrealized +3.1%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $296 Shares 2,635 Est. Cost $88.28 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $290 Shares 2,305 Est. Cost $97.42 Unrealized +30.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $287 Shares 1,433 Est. Cost $201.97 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $287 Shares 2,100 Est. Cost $127.99 Unrealized +2.7%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $285 Shares 1,563 Est. Cost $115.54 Unrealized +51.0%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $284 Shares 2,663 Est. Cost $89.79 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $282 Shares 602 Est. Cost $377.58 Unrealized +15.0%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $276 Shares 1,295 Est. Cost $162.45 Unrealized +24.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $276 Shares 3,829 Est. Cost $82.30 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $274 Shares 3,700 Est. Cost $57.49 Unrealized +22.7%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $273 Shares 5,594 Est. Cost $36.29 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $272 Shares 7,090 Est. Cost $34.79 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $272 Shares 1,812 Est. Cost $116.88 Unrealized +27.1%
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $271 Shares 6,531 Est. Cost $37.10 Unrealized
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $271 Shares 617 Est. Cost $385.60 Unrealized +11.7%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $270 Shares 3,121 Est. Cost $79.35 Unrealized
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $265 Shares 1,074 Est. Cost $356.45 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $264 Shares 3,355 Est. Cost $74.48 Unrealized +4.8%
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value ($000) $261 Shares 3,107 Est. Cost $54.21 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $259 Shares 2,247 Est. Cost $105.77 Unrealized +0.1%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $255 Shares 2,060 Est. Cost $102.44 Unrealized +15.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $254 Shares 851 Est. Cost $264.03 Unrealized +15.6%
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $254 Shares 1,487 Est. Cost $131.79 Unrealized
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $253 Shares 1,242 Est. Cost $199.50 Unrealized 0.0%
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $252 Shares 4,630 Est. Cost $42.47 Unrealized
FLR FLUOR CORP. (NEW) 0.1%
Value ($000) $251 Shares 5,768 Est. Cost $33.49 Unrealized +24.2%
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $248 Shares 464 Est. Cost $456.64 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $248 Shares 1,948 Est. Cost $111.41 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $246 Shares 454 Est. Cost $446.64 Unrealized +15.0%
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $245 Shares 1,347 Est. Cost $182.01 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $244 Shares 549 Est. Cost $398.28 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $242 Shares 4,392 Est. Cost $48.47 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $241 Shares 6,963 Est. Cost $35.43 Unrealized -1.9%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $240 Shares 3,699 Est. Cost $48.60 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value ($000) $240 Shares 14,770 Est. Cost $9.66 Unrealized
CP CANADIAN PAC RY LTD COM 0.1%
Value ($000) $238 Shares 3,025 Est. Cost $72.31 Unrealized +11.3%
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $237 Shares 1,960 Est. Cost $116.29 Unrealized
OEF I SHARES TR S&P 100 ETF 0.1%
Value ($000) $230 Shares 870 Est. Cost $264.29 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $228 Shares 4,843 Est. Cost $45.87 Unrealized +0.2%
SPGP INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF 0.1%
Value ($000) $228 Shares 2,215 Est. Cost $91.24 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $226 Shares 990 Est. Cost $207.63 Unrealized 0.0%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $225 Shares 444 Est. Cost $527.65 Unrealized 0.0%
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.1%
Value ($000) $222 Shares 1,620 Est. Cost $135.85 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $222 Shares 1,976 Est. Cost $65.19 Unrealized +60.3%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $220 Shares 9,745 Est. Cost $22.88 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $219 Shares 2,525 Est. Cost $86.90 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $219 Shares 3,300 Est. Cost $106.01 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.1%
Value ($000) $216 Shares 4,301 Est. Cost $50.20 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $214 Shares 1,103 Est. Cost $174.16 Unrealized +1.2%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value ($000) $214 Shares 2,795 Est. Cost $75.56 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value ($000) $213 Shares 4,369 Est. Cost $48.66 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $212 Shares 3,568 Est. Cost $52.28 Unrealized +10.2%
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $211 Shares 5,084 Est. Cost $22.45 Unrealized +22.7%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $211 Shares 1,090 Est. Cost $193.07 Unrealized
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $210 Shares 1,500 Est. Cost $115.55 Unrealized 0.0%
AVUV TR AVANTIS 0.1%
Value ($000) $209 Shares 2,334 Est. Cost $89.72 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $207 Shares 2,761 Est. Cost $76.38 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $206 Shares 4,205 Est. Cost $47.11 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $205 Shares 2,660 Est. Cost $73.20 Unrealized 0.0%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.1%
Value ($000) $204 Shares 3,389 Est. Cost $57.95 Unrealized
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $204 Shares 249 Est. Cost $819.34 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $204 Shares 315 Est. Cost $655.29 Unrealized 0.0%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $203 Shares 1,720 Est. Cost $114.61 Unrealized +5.6%
SNPE DBX ETF TR XTRACKERS S&P 0.1%
Value ($000) $201 Shares 4,011 Est. Cost $50.06 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $124 Shares 15,019 Est. Cost $8.31 Unrealized
DNP SELECT INCOME FUND 0.0%
Value ($000) $84 Shares 10,200 Est. Cost $11.25 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $83 Shares 13,655 Est. Cost $5.63 Unrealized