Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $406,906 (100.0% shares, 0.0% debt)

Holdings (296)

AAPL APPLE COMPUTER INC. CMN. 6.2%
Value ($000) $25,232 Shares 113,590 Est. Cost $102.54 Unrealized +125.1%
CVX CHEVRON COM 5.5%
Value ($000) $22,309 Shares 133,353 Est. Cost $81.57 Unrealized +84.5%
XOM EXXON MOBIL CORPORATION 5.2%
Value ($000) $21,320 Shares 179,268 Est. Cost $52.58 Unrealized +103.9%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.3%
Value ($000) $13,323 Shares 43,608 Est. Cost $124.44 Unrealized +137.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $12,775 Shares 16 Est. Cost $336798.72 Unrealized +116.5%
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $11,511 Shares 69,409 Est. Cost $118.02 Unrealized +29.2%
MSFT MICROSOFT COM 2.8%
Value ($000) $11,224 Shares 29,900 Est. Cost $187.79 Unrealized +115.7%
LLY LILLY ELI & COMPANY 2.4%
Value ($000) $9,961 Shares 12,061 Est. Cost $164.14 Unrealized +403.7%
JPM JP MORGAN CHASE & CO COM 1.8%
Value ($000) $7,167 Shares 29,217 Est. Cost $110.85 Unrealized +126.3%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $6,457 Shares 33,937 Est. Cost $133.08 Unrealized +63.1%
HD HOME DEPOT COM 1.5%
Value ($000) $6,174 Shares 16,847 Est. Cost $188.07 Unrealized +102.4%
PG PROCTER & GAMBLE CO. 1.4%
Value ($000) $5,900 Shares 34,619 Est. Cost $107.56 Unrealized +52.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $5,816 Shares 10,920 Est. Cost $285.94 Unrealized +70.0%
V VISA INC COM CL A 1.3%
Value ($000) $5,269 Shares 15,035 Est. Cost $160.14 Unrealized +110.0%
IVV ISHARES TR S&P 500 INDEX 1.3%
Value ($000) $5,261 Shares 9,363 Est. Cost $506.95 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $5,060 Shares 46,685 Est. Cost $92.57 Unrealized +36.9%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.2%
Value ($000) $5,027 Shares 9,783 Est. Cost $385.50 Unrealized
GOOG ALPHABET INC. 1.2%
Value ($000) $4,898 Shares 31,351 Est. Cost $110.96 Unrealized +64.4%
VRSK VERISK ANALYTICS INC CL A 1.1%
Value ($000) $4,653 Shares 15,634 Est. Cost $172.13 Unrealized +66.3%
AVGO BROADCOM INC 1.1%
Value ($000) $4,299 Shares 25,674 Est. Cost $145.82 Unrealized +43.9%
WMT WAL-MART 1.0%
Value ($000) $4,271 Shares 48,649 Est. Cost $56.59 Unrealized +64.2%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $3,960 Shares 25,610 Est. Cost $110.49 Unrealized +63.5%
RTX RTX CORPORATION COM 0.9%
Value ($000) $3,501 Shares 26,431 Est. Cost $62.03 Unrealized +101.1%
TGT TARGET CORPORATION 0.8%
Value ($000) $3,313 Shares 31,750 Est. Cost $79.96 Unrealized +50.3%
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value ($000) $3,271 Shares 6,975 Est. Cost $251.55 Unrealized
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $3,227 Shares 5,769 Est. Cost $347.53 Unrealized
META FACEBOOK INC CL A 0.7%
Value ($000) $2,996 Shares 5,199 Est. Cost $213.45 Unrealized +201.4%
MRK MERCK & CO INC 0.7%
Value ($000) $2,946 Shares 32,818 Est. Cost $67.93 Unrealized +32.7%
ABBV ABBVIE INC COM 0.7%
Value ($000) $2,834 Shares 13,524 Est. Cost $94.38 Unrealized +100.7%
PEP PEPSICO INC 0.7%
Value ($000) $2,711 Shares 18,078 Est. Cost $109.83 Unrealized +30.6%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.7%
Value ($000) $2,647 Shares 52,075 Est. Cost $42.24 Unrealized
DE DEERE & CO COM 0.6%
Value ($000) $2,495 Shares 5,315 Est. Cost $162.18 Unrealized +184.6%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $2,441 Shares 4,454 Est. Cost $274.73 Unrealized +97.3%
SYK STRYKER CORP 0.6%
Value ($000) $2,323 Shares 6,241 Est. Cost $188.03 Unrealized +100.5%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $2,243 Shares 7,181 Est. Cost $180.49 Unrealized +62.3%
CSCO CISCO 0.5%
Value ($000) $2,145 Shares 34,758 Est. Cost $40.97 Unrealized +46.7%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $2,117 Shares 8,187 Est. Cost $182.27 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.5%
Value ($000) $2,053 Shares 16,830 Est. Cost $105.39 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $2,022 Shares 15,681 Est. Cost $98.98 Unrealized
IBM INTL BUSINESS MACHINES COM 0.5%
Value ($000) $1,991 Shares 8,005 Est. Cost $94.18 Unrealized +154.2%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,988 Shares 6,029 Est. Cost $137.17 Unrealized +156.6%
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $1,964 Shares 9,846 Est. Cost $165.92 Unrealized
MCO MOODYS CORP COM 0.5%
Value ($000) $1,917 Shares 4,116 Est. Cost $145.66 Unrealized +228.5%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $1,886 Shares 5,599 Est. Cost $114.63 Unrealized +213.2%
VTI VANGUARD TOTAL STK MKT ETF 0.4%
Value ($000) $1,828 Shares 6,653 Est. Cost $241.03 Unrealized
BLK BLACKROCK INC COM 0.4%
Value ($000) $1,777 Shares 1,877 Est. Cost $991.05 Unrealized -2.9%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,739 Shares 7,361 Est. Cost $149.39 Unrealized +57.7%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,718 Shares 1,816 Est. Cost $403.94 Unrealized +140.3%
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $1,700 Shares 21,718 Est. Cost $49.85 Unrealized +55.8%
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $1,685 Shares 7,598 Est. Cost $169.29 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,682 Shares 1,804 Est. Cost $31.51 Unrealized +201.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,634 Shares 17,443 Est. Cost $72.70 Unrealized +20.8%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.4%
Value ($000) $1,629 Shares 15,581 Est. Cost $95.60 Unrealized
KMB KIMBERLY - CLARK CORP 0.4%
Value ($000) $1,621 Shares 11,396 Est. Cost $92.17 Unrealized +40.8%
KO COCA COLA CO COM 0.4%
Value ($000) $1,619 Shares 22,605 Est. Cost $46.12 Unrealized +40.9%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,605 Shares 31,696 Est. Cost $50.32 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.4%
Value ($000) $1,592 Shares 26,797 Est. Cost $59.12 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,588 Shares 17,111 Est. Cost $89.91 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $1,572 Shares 4,100 Est. Cost $298.87 Unrealized +43.5%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,556 Shares 9,120 Est. Cost $140.50 Unrealized +31.6%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,527 Shares 4,566 Est. Cost $195.25 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,508 Shares 6,369 Est. Cost $171.59 Unrealized +39.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $1,487 Shares 4,765 Est. Cost $196.94 Unrealized +77.4%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,481 Shares 5,434 Est. Cost $169.19 Unrealized +51.2%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,467 Shares 3,283 Est. Cost $359.60 Unrealized +24.7%
ETN EATON CORP CMN 0.3%
Value ($000) $1,407 Shares 5,178 Est. Cost $182.87 Unrealized +68.7%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,344 Shares 4,288 Est. Cost $226.20 Unrealized +53.0%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $1,322 Shares 3,662 Est. Cost $244.59 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.3%
Value ($000) $1,314 Shares 6,773 Est. Cost $134.57 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,309 Shares 4,879 Est. Cost $203.72 Unrealized +51.7%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,306 Shares 4,192 Est. Cost $170.95 Unrealized +68.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,278 Shares 2,441 Est. Cost $275.29 Unrealized +81.4%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $1,267 Shares 17,650 Est. Cost $39.14 Unrealized +88.3%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,249 Shares 5,898 Est. Cost $141.15 Unrealized +40.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,204 Shares 5,752 Est. Cost $176.60 Unrealized +16.6%
CAFX PROFESIONALLY MANAGED PORTFOCONGRESS INTERME 0.3%
Value ($000) $1,194 Shares 48,153 Est. Cost $24.79 Unrealized
GS GOLDMAN SACHS 0.3%
Value ($000) $1,194 Shares 2,185 Est. Cost $321.62 Unrealized +83.7%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,178 Shares 20,188 Est. Cost $89.66 Unrealized
CVS CVS CORP. 0.3%
Value ($000) $1,170 Shares 17,263 Est. Cost $56.38 Unrealized +2.8%
SO SOUTHERN COMPANY 0.3%
Value ($000) $1,130 Shares 12,293 Est. Cost $55.63 Unrealized +51.2%
MMM 3M COMPANY COM 0.3%
Value ($000) $1,106 Shares 7,528 Est. Cost $120.42 Unrealized +20.1%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,102 Shares 17,846 Est. Cost $53.79 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $1,096 Shares 3,332 Est. Cost $185.47 Unrealized +59.4%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1,091 Shares 7,806 Est. Cost $77.21 Unrealized +109.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,091 Shares 4,400 Est. Cost $164.88 Unrealized +52.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,085 Shares 15,312 Est. Cost $64.28 Unrealized +6.8%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $1,068 Shares 17,504 Est. Cost $42.87 Unrealized +29.4%
AFL AFLAC INC COM 0.3%
Value ($000) $1,027 Shares 9,239 Est. Cost $42.52 Unrealized +144.7%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $1,020 Shares 9,299 Est. Cost $62.90 Unrealized +88.9%
GWW GRAINGER W.W. INC 0.2%
Value ($000) $983 Shares 995 Est. Cost $305.81 Unrealized +235.5%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $965 Shares 9,185 Est. Cost $60.34 Unrealized +60.4%
DHR DANAHER CORPORATION 0.2%
Value ($000) $960 Shares 4,682 Est. Cost $123.54 Unrealized +75.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $930 Shares 7,623 Est. Cost $74.74 Unrealized +47.9%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $926 Shares 9,381 Est. Cost $114.51 Unrealized -7.2%
PFE PFIZER INC COM 0.2%
Value ($000) $925 Shares 36,516 Est. Cost $30.56 Unrealized -19.1%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $917 Shares 3,963 Est. Cost $89.74 Unrealized +150.9%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $897 Shares 11,858 Est. Cost $69.48 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $886 Shares 5,127 Est. Cost $144.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $878 Shares 1,765 Est. Cost $332.06 Unrealized +62.6%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $876 Shares 14,932 Est. Cost $58.20 Unrealized
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $861 Shares 3,323 Est. Cost $232.88 Unrealized +43.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $833 Shares 10,090 Est. Cost $84.47 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $832 Shares 13,111 Est. Cost $77.26 Unrealized -6.7%
ABT ABBOTT LABS COM 0.2%
Value ($000) $831 Shares 6,263 Est. Cost $89.55 Unrealized +40.1%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $829 Shares 12,211 Est. Cost $42.22 Unrealized +41.5%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $820 Shares 10,029 Est. Cost $69.53 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $817 Shares 3,224 Est. Cost $155.59 Unrealized +60.4%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $805 Shares 11,592 Est. Cost $78.00 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $802 Shares 4,005 Est. Cost $134.92 Unrealized +45.1%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $793 Shares 16,788 Est. Cost $47.07 Unrealized -3.8%
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $772 Shares 4,052 Est. Cost $192.52 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $770 Shares 2,862 Est. Cost $111.29 Unrealized +162.8%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $760 Shares 1,147 Est. Cost $753.64 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $728 Shares 8,563 Est. Cost $59.67 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $714 Shares 4,646 Est. Cost $79.38 Unrealized +101.2%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $713 Shares 4,114 Est. Cost $146.90 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $709 Shares 15,628 Est. Cost $37.73 Unrealized +4.9%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $699 Shares 13,745 Est. Cost $50.82 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $685 Shares 5,549 Est. Cost $72.68 Unrealized +64.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $672 Shares 2,226 Est. Cost $191.74 Unrealized +44.1%
DOV DOVER CORP 0.2%
Value ($000) $660 Shares 3,758 Est. Cost $81.29 Unrealized +134.1%
TRV ST PAUL TRAVELERS COS 0.2%
Value ($000) $655 Shares 2,476 Est. Cost $152.37 Unrealized +61.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $651 Shares 10,850 Est. Cost $31.97 Unrealized +59.6%
BA BOEING CO COM 0.2%
Value ($000) $649 Shares 3,804 Est. Cost $257.35 Unrealized -32.7%
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value ($000) $644 Shares 11,181 Est. Cost $60.84 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $643 Shares 8,819 Est. Cost $48.15 Unrealized +49.6%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $637 Shares 5,795 Est. Cost $125.49 Unrealized -10.2%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $632 Shares 8,457 Est. Cost $21.29 Unrealized +49.8%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $614 Shares 6,259 Est. Cost $82.36 Unrealized +22.6%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.1%
Value ($000) $604 Shares 5,143 Est. Cost $108.83 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $593 Shares 10,060 Est. Cost $37.94 Unrealized
FEUS FLEXSHARES TR ESG & CLM US LRG 0.1%
Value ($000) $590 Shares 9,500 Est. Cost $41.28 Unrealized
T AT&T INC COM 0.1%
Value ($000) $589 Shares 20,824 Est. Cost $14.75 Unrealized +65.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $584 Shares 3,521 Est. Cost $114.98 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $567 Shares 1,969 Est. Cost $187.95 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $565 Shares 3,664 Est. Cost $68.26 Unrealized +109.7%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $552 Shares 3,142 Est. Cost $105.87 Unrealized +73.2%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.1%
Value ($000) $550 Shares 5,574 Est. Cost $105.63 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value ($000) $548 Shares 14,474 Est. Cost $37.74 Unrealized +0.2%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $547 Shares 284 Est. Cost $1303.88 Unrealized +44.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $547 Shares 3,443 Est. Cost $65.54 Unrealized +109.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $543 Shares 14,711 Est. Cost $33.74 Unrealized +3.8%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $543 Shares 12,852 Est. Cost $38.56 Unrealized +14.6%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $536 Shares 4,403 Est. Cost $77.01 Unrealized +55.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $536 Shares 1,816 Est. Cost $200.25 Unrealized +50.0%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $529 Shares 8,978 Est. Cost $49.10 Unrealized
HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 0.1%
Value ($000) $525 Shares 8,797 Est. Cost $61.54 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $513 Shares 2,729 Est. Cost $148.62 Unrealized
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $507 Shares 5,494 Est. Cost $72.47 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $505 Shares 4,526 Est. Cost $99.43 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $504 Shares 6,381 Est. Cost $79.06 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $498 Shares 8,592 Est. Cost $49.71 Unrealized +5.8%
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value ($000) $497 Shares 4,866 Est. Cost $67.10 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $494 Shares 4,412 Est. Cost $62.18 Unrealized +61.7%
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $492 Shares 9,113 Est. Cost $49.48 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $486 Shares 611 Est. Cost $102.43 Unrealized +88.2%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $483 Shares 6,595 Est. Cost $62.35 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $477 Shares 17,082 Est. Cost $41.92 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $470 Shares 3,345 Est. Cost $114.99 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $469 Shares 4,296 Est. Cost $82.83 Unrealized +18.8%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $463 Shares 6,528 Est. Cost $50.41 Unrealized +47.9%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.1%
Value ($000) $456 Shares 10,070 Est. Cost $40.97 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $453 Shares 2,519 Est. Cost $132.62 Unrealized +37.4%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $451 Shares 5,637 Est. Cost $45.69 Unrealized +90.5%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $451 Shares 4,386 Est. Cost $103.15 Unrealized +7.8%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $437 Shares 3,124 Est. Cost $118.65 Unrealized +33.3%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $436 Shares 3,301 Est. Cost $61.75 Unrealized +109.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $431 Shares 19,542 Est. Cost $32.23 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $428 Shares 2,665 Est. Cost $167.67 Unrealized
ANET ARISTA NETWORKS INC COM 0.1%
Value ($000) $426 Shares 5,501 Est. Cost $102.82 Unrealized -1.4%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $425 Shares 2,109 Est. Cost $208.14 Unrealized +28.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $424 Shares 5,772 Est. Cost $77.83 Unrealized
TILT FLEXSHARES MORNINGSTAR US 0.1%
Value ($000) $421 Shares 2,045 Est. Cost $215.95 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $412 Shares 1,767 Est. Cost $162.32 Unrealized +49.1%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $409 Shares 6,458 Est. Cost $25.42 Unrealized +158.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $409 Shares 799 Est. Cost $401.46 Unrealized +17.1%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $408 Shares 4,116 Est. Cost $96.39 Unrealized -1.5%
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $407 Shares 6,261 Est. Cost $31.86 Unrealized +75.9%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $398 Shares 2,962 Est. Cost $90.95 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $387 Shares 4,495 Est. Cost $39.86 Unrealized +133.7%
KVUE KENVUE INC COM 0.1%
Value ($000) $386 Shares 16,107 Est. Cost $20.58 Unrealized +3.9%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $384 Shares 3,293 Est. Cost $78.27 Unrealized +60.9%
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $382 Shares 9,153 Est. Cost $25.67 Unrealized +70.0%
GLW CORNING INC COM 0.1%
Value ($000) $380 Shares 8,302 Est. Cost $30.53 Unrealized +59.0%
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value ($000) $377 Shares 7,764 Est. Cost $67.29 Unrealized
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $373 Shares 9,156 Est. Cost $38.48 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $373 Shares 3,694 Est. Cost $75.02 Unrealized +34.2%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $366 Shares 17,010 Est. Cost $30.51 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $356 Shares 7,733 Est. Cost $35.46 Unrealized +14.2%
MET METLIFE INC COM 0.1%
Value ($000) $356 Shares 4,430 Est. Cost $31.88 Unrealized +154.6%
IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 0.1%
Value ($000) $356 Shares 14,263 Est. Cost $25.90 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $355 Shares 3,443 Est. Cost $73.87 Unrealized +30.2%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $354 Shares 4,388 Est. Cost $72.15 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $349 Shares 3,017 Est. Cost $72.01 Unrealized +90.1%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $345 Shares 1,941 Est. Cost $173.74 Unrealized +3.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $344 Shares 977 Est. Cost $348.31 Unrealized +9.4%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $342 Shares 1,400 Est. Cost $175.02 Unrealized +27.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $340 Shares 687 Est. Cost $426.31 Unrealized +29.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $335 Shares 691 Est. Cost $390.58 Unrealized +19.3%
STT STATE STREET CORP 0.1%
Value ($000) $331 Shares 3,700 Est. Cost $57.49 Unrealized +61.3%
INTU INTUIT COM 0.1%
Value ($000) $330 Shares 538 Est. Cost $476.14 Unrealized +25.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $322 Shares 7,695 Est. Cost $43.68 Unrealized -8.7%
SPYM SPDR SER TR RUSSELL 1000 ETF 0.1%
Value ($000) $317 Shares 4,817 Est. Cost $68.94 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $312 Shares 1,278 Est. Cost $207.76 Unrealized +22.1%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $311 Shares 1,573 Est. Cost $115.54 Unrealized +80.4%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $311 Shares 1,307 Est. Cost $147.72 Unrealized +82.4%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $311 Shares 9,191 Est. Cost $30.87 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $309 Shares 1,013 Est. Cost $322.59 Unrealized +7.9%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $309 Shares 2,100 Est. Cost $127.99 Unrealized +15.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $307 Shares 5,482 Est. Cost $48.26 Unrealized +9.2%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $305 Shares 2,985 Est. Cost $54.71 Unrealized +79.7%
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $302 Shares 5,913 Est. Cost $39.91 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $301 Shares 15,201 Est. Cost $26.76 Unrealized
HCA HCA HLDGS INC COM 0.1%
Value ($000) $295 Shares 855 Est. Cost $202.96 Unrealized +57.4%
SGOV ISHARES TR 0-3 MNTH TREASRY 0.1%
Value ($000) $295 Shares 2,931 Est. Cost $100.67 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $294 Shares 2,427 Est. Cost $117.62 Unrealized
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $292 Shares 1,256 Est. Cost $199.80 Unrealized +20.3%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $292 Shares 1,262 Est. Cost $162.45 Unrealized +34.4%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $288 Shares 2,473 Est. Cost $88.28 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $286 Shares 829 Est. Cost $278.73 Unrealized +12.4%
FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 0.1%
Value ($000) $285 Shares 15,079 Est. Cost $18.86 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $281 Shares 758 Est. Cost $405.94 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $281 Shares 4,719 Est. Cost $49.08 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $275 Shares 2,996 Est. Cost $104.88 Unrealized -4.1%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $275 Shares 1,263 Est. Cost $180.31 Unrealized +5.1%
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $273 Shares 2,170 Est. Cost $117.55 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $271 Shares 3,236 Est. Cost $64.10 Unrealized +28.8%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $271 Shares 4,534 Est. Cost $52.30 Unrealized +6.0%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $270 Shares 2,696 Est. Cost $86.30 Unrealized
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $266 Shares 5,075 Est. Cost $22.73 Unrealized +65.3%
ISTB ISHARES TR CORE 1 5 YR USD 0.1%
Value ($000) $264 Shares 5,470 Est. Cost $47.77 Unrealized
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $261 Shares 561 Est. Cost $385.60 Unrealized +15.3%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $260 Shares 3,482 Est. Cost $48.60 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $260 Shares 3,459 Est. Cost $52.28 Unrealized +30.2%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $258 Shares 1,905 Est. Cost $111.41 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value ($000) $258 Shares 16,770 Est. Cost $10.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $256 Shares 2,854 Est. Cost $74.48 Unrealized +17.4%
YOU CLEAR SECURE INC COM CL A 0.1%
Value ($000) $256 Shares 9,901 Est. Cost $24.93 Unrealized -2.5%
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value ($000) $256 Shares 2,299 Est. Cost $89.39 Unrealized +13.0%
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value ($000) $256 Shares 5,240 Est. Cost $48.92 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $253 Shares 4,630 Est. Cost $42.47 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.1%
Value ($000) $253 Shares 2,624 Est. Cost $108.18 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $252 Shares 2,861 Est. Cost $79.35 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $252 Shares 414 Est. Cost $527.65 Unrealized +22.9%
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.1%
Value ($000) $250 Shares 2,490 Est. Cost $101.42 Unrealized
AGG ISHARES TR INDEX BARCLY USAGG B 0.1%
Value ($000) $250 Shares 2,528 Est. Cost $97.09 Unrealized
INTC INTEL COM 0.1%
Value ($000) $250 Shares 10,998 Est. Cost $40.42 Unrealized -45.9%
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $246 Shares 1,441 Est. Cost $131.79 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.1%
Value ($000) $246 Shares 4,623 Est. Cost $57.67 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $246 Shares 365 Est. Cost $615.89 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $245 Shares 703 Est. Cost $268.31 Unrealized +29.7%
FISV FISERV INC 0.1%
Value ($000) $245 Shares 1,110 Est. Cost $204.14 Unrealized +7.2%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $245 Shares 2,246 Est. Cost $93.36 Unrealized +6.3%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $244 Shares 2,327 Est. Cost $148.58 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $240 Shares 3,141 Est. Cost $76.61 Unrealized
ICE INTERCONTINENTALEXCHANGE INCCOM 0.1%
Value ($000) $238 Shares 1,380 Est. Cost $151.73 Unrealized +6.8%
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $237 Shares 5,155 Est. Cost $38.81 Unrealized +12.1%
OEF I SHARES TR S&P 100 ETF 0.1%
Value ($000) $236 Shares 870 Est. Cost $264.29 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $234 Shares 2,888 Est. Cost $95.74 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value ($000) $234 Shares 6,020 Est. Cost $36.36 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $233 Shares 2,489 Est. Cost $93.78 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $233 Shares 3,300 Est. Cost $106.01 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $232 Shares 2,122 Est. Cost $97.42 Unrealized +15.6%
CTVA CORTEVA INC COM 0.1%
Value ($000) $232 Shares 3,684 Est. Cost $54.26 Unrealized +12.9%
VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 0.1%
Value ($000) $231 Shares 4,983 Est. Cost $46.31 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $228 Shares 1,728 Est. Cost $132.23 Unrealized
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $227 Shares 9,871 Est. Cost $23.05 Unrealized
SPTL SPDR SER TR PROTFOLIO LN TSR 0.1%
Value ($000) $226 Shares 8,292 Est. Cost $27.25 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $225 Shares 2,525 Est. Cost $86.90 Unrealized
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $224 Shares 1,720 Est. Cost $114.61 Unrealized +12.1%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $223 Shares 1,079 Est. Cost $189.83 Unrealized +0.8%
PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 0.1%
Value ($000) $223 Shares 5,525 Est. Cost $40.40 Unrealized
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $221 Shares 415 Est. Cost $456.64 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $220 Shares 1,065 Est. Cost $226.63 Unrealized
PLD PROLOGIS INC COM 0.1%
Value ($000) $220 Shares 1,967 Est. Cost $111.87 Unrealized 0.0%
CP CANADIAN PAC RY LTD COM 0.1%
Value ($000) $218 Shares 3,109 Est. Cost $72.42 Unrealized +4.4%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.1%
Value ($000) $218 Shares 3,809 Est. Cost $57.52 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.1%
Value ($000) $216 Shares 4,050 Est. Cost $49.60 Unrealized +15.6%
LRCX LAM RESEARCH CORP COM 0.1%
Value ($000) $214 Shares 2,950 Est. Cost $74.98 Unrealized +4.2%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $213 Shares 149 Est. Cost $86.99 Unrealized 0.0%
USIG ISHARES TR USD INV GRDE ETF 0.1%
Value ($000) $212 Shares 4,159 Est. Cost $50.20 Unrealized
AVUV TR AVANTIS 0.1%
Value ($000) $212 Shares 2,434 Est. Cost $90.47 Unrealized
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.1%
Value ($000) $208 Shares 4,200 Est. Cost $51.13 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $207 Shares 2,155 Est. Cost $88.94 Unrealized +14.0%
FLR FLUOR CORP. (NEW) 0.1%
Value ($000) $207 Shares 5,768 Est. Cost $33.49 Unrealized +29.0%
SPTS SPDR SER TRU PORTOLIO SH TSR 0.1%
Value ($000) $206 Shares 7,033 Est. Cost $29.00 Unrealized
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $205 Shares 4,200 Est. Cost $52.75 Unrealized
BR BROADRIDGE FINL SOLUTIONS INCOM 0.1%
Value ($000) $205 Shares 846 Est. Cost $231.86 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $205 Shares 1,143 Est. Cost $186.79 Unrealized 0.0%
SAP SAP AKLENGESELLSCHAFT SPONSORED ADR 0.1%
Value ($000) $205 Shares 762 Est. Cost $268.43 Unrealized
BKNG BOOKING HLDGS INC.COM 0.0%
Value ($000) $203 Shares 44 Est. Cost $4764.13 Unrealized -0.3%
LEN LENNAR CORP 0.0%
Value ($000) $202 Shares 1,761 Est. Cost $116.88 Unrealized +5.3%
SOXX ISHARES TR PHLX SEMICND ETF 0.0%
Value ($000) $202 Shares 1,074 Est. Cost $356.45 Unrealized
HYGV FLEXSHARES TR HIG YLD VL ETF 0.0%
Value ($000) $201 Shares 4,977 Est. Cost $41.66 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $155 Shares 15,059 Est. Cost $8.33 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $74 Shares 24,324 Est. Cost $4.58 Unrealized