Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 11, 2025

Total Value ($000): $419,648 (100.0% shares, 0.0% debt)

Holdings (310)

AAPL APPLE COMPUTER INC. CMN. 5.4%
Value ($000) $22,842 Shares 111,333 Est. Cost $102.54 Unrealized +96.4%
XOM EXXON MOBIL CORPORATION 4.6%
Value ($000) $19,261 Shares 178,676 Est. Cost $52.58 Unrealized +98.8%
CVX CHEVRON COM 4.5%
Value ($000) $19,030 Shares 132,898 Est. Cost $81.57 Unrealized +68.0%
MSFT MICROSOFT COM 3.4%
Value ($000) $14,258 Shares 28,666 Est. Cost $187.79 Unrealized +130.3%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.2%
Value ($000) $13,445 Shares 43,597 Est. Cost $124.44 Unrealized +143.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $11,661 Shares 16 Est. Cost $336798.72 Unrealized +126.2%
JNJ JOHNSON & JOHNSON COM 2.5%
Value ($000) $10,590 Shares 69,327 Est. Cost $118.02 Unrealized +27.8%
LLY LILLY ELI & COMPANY 2.1%
Value ($000) $9,011 Shares 11,559 Est. Cost $164.14 Unrealized +371.2%
JPM JP MORGAN CHASE & CO COM 2.0%
Value ($000) $8,356 Shares 28,823 Est. Cost $110.85 Unrealized +127.9%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $7,522 Shares 34,288 Est. Cost $133.74 Unrealized +48.0%
NVDA NVIDIA CORP 1.7%
Value ($000) $7,309 Shares 46,262 Est. Cost $92.57 Unrealized +35.9%
AVGO BROADCOM INC 1.7%
Value ($000) $6,940 Shares 25,176 Est. Cost $145.82 Unrealized +48.1%
HD HOME DEPOT COM 1.4%
Value ($000) $5,712 Shares 15,580 Est. Cost $188.07 Unrealized +89.2%
GOOG ALPHABET INC. 1.4%
Value ($000) $5,676 Shares 31,999 Est. Cost $112.05 Unrealized +47.1%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.3%
Value ($000) $5,527 Shares 9,731 Est. Cost $385.50 Unrealized
PG PROCTER & GAMBLE CO. 1.3%
Value ($000) $5,367 Shares 33,688 Est. Cost $107.56 Unrealized +49.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $5,356 Shares 11,026 Est. Cost $285.94 Unrealized +77.6%
V VISA INC COM CL A 1.2%
Value ($000) $5,167 Shares 14,554 Est. Cost $160.14 Unrealized +116.7%
WMT WAL-MART 1.1%
Value ($000) $4,648 Shares 47,536 Est. Cost $56.59 Unrealized +67.4%
IVV ISHARES TR S&P 500 INDEX 1.1%
Value ($000) $4,501 Shares 7,250 Est. Cost $506.95 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $4,374 Shares 24,818 Est. Cost $110.49 Unrealized +47.8%
SPY SPDR TR UNIT SER 1 1.0%
Value ($000) $4,163 Shares 6,738 Est. Cost $386.40 Unrealized
META FACEBOOK INC CL A 0.9%
Value ($000) $3,870 Shares 5,243 Est. Cost $213.45 Unrealized +188.9%
VRSK VERISK ANALYTICS INC CL A 0.9%
Value ($000) $3,842 Shares 12,333 Est. Cost $172.13 Unrealized +75.3%
RTX RTX CORPORATION COM 0.9%
Value ($000) $3,796 Shares 25,999 Est. Cost $62.03 Unrealized +112.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $3,735 Shares 6,771 Est. Cost $251.55 Unrealized
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.8%
Value ($000) $3,235 Shares 56,748 Est. Cost $43.46 Unrealized
TGT TARGET CORPORATION 0.7%
Value ($000) $3,087 Shares 31,296 Est. Cost $79.96 Unrealized +16.7%
DE DEERE & CO COM 0.6%
Value ($000) $2,703 Shares 5,315 Est. Cost $162.18 Unrealized +198.9%
ABBV ABBVIE INC COM 0.6%
Value ($000) $2,594 Shares 13,977 Est. Cost $97.24 Unrealized +87.9%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $2,510 Shares 4,466 Est. Cost $274.73 Unrealized +100.7%
MRK MERCK & CO INC 0.6%
Value ($000) $2,484 Shares 31,378 Est. Cost $67.93 Unrealized +13.9%
SYK STRYKER CORP 0.6%
Value ($000) $2,467 Shares 6,236 Est. Cost $188.03 Unrealized +97.6%
ITOT ISHARES TR CORE S&P TTL STK 0.6%
Value ($000) $2,452 Shares 18,155 Est. Cost $107.55 Unrealized
CSCO CISCO 0.6%
Value ($000) $2,409 Shares 34,726 Est. Cost $40.97 Unrealized +47.4%
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $2,404 Shares 5,496 Est. Cost $114.63 Unrealized +242.8%
NFLX NETFLIX INC COM 0.6%
Value ($000) $2,402 Shares 1,794 Est. Cost $31.51 Unrealized +258.8%
IBM INTL BUSINESS MACHINES COM 0.6%
Value ($000) $2,369 Shares 8,036 Est. Cost $94.18 Unrealized +169.5%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $2,291 Shares 8,187 Est. Cost $182.27 Unrealized
CAT CATERPILLAR INC COM 0.5%
Value ($000) $2,245 Shares 5,784 Est. Cost $137.17 Unrealized +141.2%
PEP PEPSICO INC 0.5%
Value ($000) $2,178 Shares 16,495 Est. Cost $109.83 Unrealized +19.3%
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $2,100 Shares 9,734 Est. Cost $165.92 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $2,086 Shares 15,650 Est. Cost $98.98 Unrealized
ADBE ADOBE INC COM 0.5%
Value ($000) $2,070 Shares 5,350 Est. Cost $319.07 Unrealized +20.8%
MCO MOODYS CORP COM 0.5%
Value ($000) $2,059 Shares 4,105 Est. Cost $145.66 Unrealized +216.5%
VTI VANGUARD TOTAL STK MKT ETF 0.5%
Value ($000) $2,022 Shares 6,653 Est. Cost $241.03 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.5%
Value ($000) $1,984 Shares 21,741 Est. Cost $49.85 Unrealized +66.8%
BLK BLACKROCK INC COM 0.5%
Value ($000) $1,956 Shares 1,864 Est. Cost $991.05 Unrealized -5.8%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,914 Shares 6,552 Est. Cost $180.49 Unrealized +68.2%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,877 Shares 37,036 Est. Cost $50.37 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,864 Shares 9,109 Est. Cost $140.50 Unrealized +32.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value ($000) $1,855 Shares 16,852 Est. Cost $89.91 Unrealized
ETN EATON CORP CMN 0.4%
Value ($000) $1,851 Shares 5,185 Est. Cost $182.87 Unrealized +67.7%
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $1,831 Shares 7,728 Est. Cost $170.43 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,821 Shares 4,592 Est. Cost $195.25 Unrealized
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,791 Shares 1,809 Est. Cost $403.94 Unrealized +145.3%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.4%
Value ($000) $1,737 Shares 29,041 Est. Cost $59.17 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $1,699 Shares 7,773 Est. Cost $77.21 Unrealized +108.3%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,687 Shares 7,331 Est. Cost $149.39 Unrealized +46.2%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,630 Shares 6,368 Est. Cost $171.59 Unrealized +35.8%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.4%
Value ($000) $1,609 Shares 3,790 Est. Cost $250.67 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $1,608 Shares 22,727 Est. Cost $46.12 Unrealized +51.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,586 Shares 17,443 Est. Cost $72.70 Unrealized +23.9%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,585 Shares 5,434 Est. Cost $169.19 Unrealized +61.0%
GS GOLDMAN SACHS 0.4%
Value ($000) $1,570 Shares 2,218 Est. Cost $325.34 Unrealized +75.7%
KMB KIMBERLY - CLARK CORP 0.4%
Value ($000) $1,474 Shares 11,433 Est. Cost $92.17 Unrealized +42.9%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1,443 Shares 3,116 Est. Cost $359.60 Unrealized +27.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,442 Shares 5,750 Est. Cost $176.60 Unrealized +28.6%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $1,413 Shares 17,632 Est. Cost $39.14 Unrealized +81.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $1,411 Shares 4,721 Est. Cost $196.94 Unrealized +53.8%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,404 Shares 4,288 Est. Cost $226.20 Unrealized +35.1%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.3%
Value ($000) $1,395 Shares 6,814 Est. Cost $134.57 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,370 Shares 5,883 Est. Cost $141.15 Unrealized +41.5%
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,295 Shares 4,749 Est. Cost $203.72 Unrealized +30.6%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,252 Shares 20,188 Est. Cost $89.66 Unrealized
CAFX PROFESIONALLY MANAGED PORTFOCONGRESS INTERME 0.3%
Value ($000) $1,245 Shares 49,949 Est. Cost $24.80 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value ($000) $1,235 Shares 11,299 Est. Cost $95.60 Unrealized
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,203 Shares 18,821 Est. Cost $54.32 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $1,161 Shares 8,707 Est. Cost $62.90 Unrealized +80.5%
CVS CVS CORP. 0.3%
Value ($000) $1,141 Shares 16,537 Est. Cost $56.38 Unrealized +13.8%
SO SOUTHERN COMPANY 0.3%
Value ($000) $1,129 Shares 12,293 Est. Cost $55.63 Unrealized +58.2%
MMM 3M COMPANY COM 0.3%
Value ($000) $1,123 Shares 7,378 Est. Cost $120.42 Unrealized +17.3%
CI CIGNA CORP NEW 0.3%
Value ($000) $1,092 Shares 3,304 Est. Cost $185.47 Unrealized +71.4%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,081 Shares 8,720 Est. Cost $114.51 Unrealized -10.2%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,073 Shares 4,340 Est. Cost $164.88 Unrealized +43.8%
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $1,065 Shares 4,138 Est. Cost $137.61 Unrealized +58.8%
GWW GRAINGER W.W. INC 0.2%
Value ($000) $1,033 Shares 993 Est. Cost $305.81 Unrealized +237.8%
TSLA TESLA MTRS INC COM 0.2%
Value ($000) $1,016 Shares 3,200 Est. Cost $232.88 Unrealized +29.4%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $965 Shares 3,962 Est. Cost $89.74 Unrealized +158.1%
AMGN AMGEN INC COM 0.2%
Value ($000) $960 Shares 3,438 Est. Cost $170.95 Unrealized +62.5%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $951 Shares 16,177 Est. Cost $58.24 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $947 Shares 11,341 Est. Cost $69.48 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $933 Shares 8,851 Est. Cost $42.52 Unrealized +143.7%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $925 Shares 2,900 Est. Cost $113.50 Unrealized +146.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $917 Shares 13,210 Est. Cost $64.28 Unrealized +5.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $906 Shares 5,127 Est. Cost $144.63 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $900 Shares 7,623 Est. Cost $74.74 Unrealized +54.4%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $894 Shares 1,116 Est. Cost $753.64 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $892 Shares 3,311 Est. Cost $158.14 Unrealized +59.6%
DHR DANAHER CORPORATION 0.2%
Value ($000) $891 Shares 4,511 Est. Cost $123.54 Unrealized +56.2%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $890 Shares 9,962 Est. Cost $69.53 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $856 Shares 6,294 Est. Cost $89.55 Unrealized +45.8%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $840 Shares 9,863 Est. Cost $84.47 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $825 Shares 12,236 Est. Cost $42.22 Unrealized +54.3%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $825 Shares 9,192 Est. Cost $60.34 Unrealized +45.9%
PFE PFIZER INC COM 0.2%
Value ($000) $803 Shares 33,128 Est. Cost $30.56 Unrealized -26.9%
NKE NIKE INC CL B 0.2%
Value ($000) $794 Shares 11,178 Est. Cost $77.26 Unrealized -23.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.2%
Value ($000) $791 Shares 3,491 Est. Cost $114.98 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $772 Shares 16,674 Est. Cost $42.87 Unrealized +10.1%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.2%
Value ($000) $770 Shares 9,680 Est. Cost $79.21 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $761 Shares 3,632 Est. Cost $257.35 Unrealized -26.6%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $758 Shares 8,247 Est. Cost $59.67 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $741 Shares 10,735 Est. Cost $78.00 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $740 Shares 4,646 Est. Cost $79.38 Unrealized +82.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $735 Shares 2,537 Est. Cost $203.41 Unrealized +41.1%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $731 Shares 16,788 Est. Cost $47.07 Unrealized -7.8%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $724 Shares 7,760 Est. Cost $48.15 Unrealized +71.0%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $713 Shares 5,143 Est. Cost $108.83 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $687 Shares 2,129 Est. Cost $208.14 Unrealized +26.8%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $683 Shares 3,757 Est. Cost $146.90 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $682 Shares 3,721 Est. Cost $81.29 Unrealized +112.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $680 Shares 1,677 Est. Cost $332.06 Unrealized +25.6%
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value ($000) $664 Shares 11,837 Est. Cost $60.58 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $663 Shares 15,328 Est. Cost $37.73 Unrealized +10.8%
TRV ST PAUL TRAVELERS COS 0.2%
Value ($000) $658 Shares 2,459 Est. Cost $152.37 Unrealized +71.1%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $651 Shares 4,591 Est. Cost $103.41 Unrealized +5.3%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.2%
Value ($000) $651 Shares 12,781 Est. Cost $50.82 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $647 Shares 2,075 Est. Cost $275.29 Unrealized +36.2%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $643 Shares 5,390 Est. Cost $72.68 Unrealized +50.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $636 Shares 10,850 Est. Cost $31.97 Unrealized +75.0%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $635 Shares 9,396 Est. Cost $41.28 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $634 Shares 3,479 Est. Cost $66.60 Unrealized +151.3%
NOW SERVICENOW INC COM 0.1%
Value ($000) $629 Shares 612 Est. Cost $102.43 Unrealized +84.2%
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $624 Shares 3,191 Est. Cost $192.52 Unrealized
T AT&T INC COM 0.1%
Value ($000) $602 Shares 20,824 Est. Cost $14.75 Unrealized +82.8%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value ($000) $602 Shares 13,891 Est. Cost $37.74 Unrealized -0.1%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $600 Shares 1,969 Est. Cost $187.95 Unrealized
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $593 Shares 12,526 Est. Cost $29.92 Unrealized +38.5%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.1%
Value ($000) $593 Shares 11,983 Est. Cost $42.33 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $583 Shares 9,349 Est. Cost $37.94 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $580 Shares 3,345 Est. Cost $114.99 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $575 Shares 9,578 Est. Cost $49.99 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.1%
Value ($000) $573 Shares 8,361 Est. Cost $21.29 Unrealized +28.3%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $558 Shares 4,611 Est. Cost $99.83 Unrealized
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $552 Shares 8,698 Est. Cost $49.10 Unrealized
HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 0.1%
Value ($000) $551 Shares 8,797 Est. Cost $61.54 Unrealized
ANET ARISTA NETWORKS INC COM 0.1%
Value ($000) $547 Shares 5,347 Est. Cost $102.82 Unrealized -15.8%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $544 Shares 4,406 Est. Cost $77.01 Unrealized +63.5%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $536 Shares 1,013 Est. Cost $322.59 Unrealized +28.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $534 Shares 3,674 Est. Cost $68.26 Unrealized +116.1%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $532 Shares 3,560 Est. Cost $120.66 Unrealized +12.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $531 Shares 2,559 Est. Cost $133.28 Unrealized +30.8%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $522 Shares 2,690 Est. Cost $148.62 Unrealized
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $520 Shares 5,494 Est. Cost $72.47 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $513 Shares 14,388 Est. Cost $33.74 Unrealized +0.5%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $510 Shares 284 Est. Cost $1303.88 Unrealized +36.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $502 Shares 1,780 Est. Cost $200.25 Unrealized +33.9%
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value ($000) $480 Shares 4,766 Est. Cost $67.10 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $478 Shares 4,308 Est. Cost $62.18 Unrealized +67.9%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $476 Shares 5,723 Est. Cost $46.18 Unrealized +70.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $473 Shares 928 Est. Cost $348.31 Unrealized +24.5%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $471 Shares 5,139 Est. Cost $82.36 Unrealized +3.4%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $464 Shares 19,013 Est. Cost $32.23 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $461 Shares 4,495 Est. Cost $39.86 Unrealized +130.7%
TILT FLEXSHARES MORNINGSTAR US 0.1%
Value ($000) $458 Shares 2,045 Est. Cost $215.95 Unrealized
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $453 Shares 6,438 Est. Cost $62.35 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $453 Shares 17,082 Est. Cost $41.92 Unrealized
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $452 Shares 3,209 Est. Cost $78.27 Unrealized +54.5%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $446 Shares 4,296 Est. Cost $82.83 Unrealized +23.1%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $444 Shares 3,301 Est. Cost $61.75 Unrealized +98.0%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $443 Shares 6,058 Est. Cost $25.42 Unrealized +164.9%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $438 Shares 2,665 Est. Cost $167.67 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $437 Shares 8,310 Est. Cost $30.53 Unrealized +51.7%
IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 0.1%
Value ($000) $434 Shares 16,006 Est. Cost $26.03 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $424 Shares 2,277 Est. Cost $105.87 Unrealized +56.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $410 Shares 821 Est. Cost $403.73 Unrealized +20.4%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $395 Shares 4,643 Est. Cost $50.41 Unrealized +41.2%
LOW LOWES COMPANIES 0.1%
Value ($000) $395 Shares 1,780 Est. Cost $162.32 Unrealized +35.9%
STT STATE STREET CORP 0.1%
Value ($000) $393 Shares 3,700 Est. Cost $57.49 Unrealized +57.5%
ISHARES TR IBONDS 25 TRM TS 0.1%
Value ($000) $393 Shares 16,841 Est. Cost $23.36 Unrealized
XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 0.1%
Value ($000) $393 Shares 7,552 Est. Cost $52.09 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $391 Shares 2,947 Est. Cost $90.95 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $389 Shares 3,619 Est. Cost $75.02 Unrealized +34.9%
MET METLIFE INC COM 0.1%
Value ($000) $377 Shares 4,690 Est. Cost $34.32 Unrealized +121.0%
KKR KKR & CO INC COM 0.1%
Value ($000) $377 Shares 2,833 Est. Cost $72.01 Unrealized +62.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $375 Shares 691 Est. Cost $426.31 Unrealized +22.7%
INTU INTUIT COM 0.1%
Value ($000) $375 Shares 476 Est. Cost $476.14 Unrealized +41.7%
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $373 Shares 8,766 Est. Cost $38.48 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $373 Shares 5,334 Est. Cost $77.83 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $365 Shares 8,073 Est. Cost $38.56 Unrealized +5.7%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $365 Shares 15,324 Est. Cost $30.51 Unrealized
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $357 Shares 4,376 Est. Cost $72.15 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $356 Shares 3,042 Est. Cost $55.70 Unrealized +93.4%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $355 Shares 1,300 Est. Cost $147.72 Unrealized +68.7%
FNF FIDELITY NATIONAL FINANCIAL COM SHS 0.1%
Value ($000) $351 Shares 6,261 Est. Cost $31.86 Unrealized +72.5%
SPYM SPDR SER TR RUSSELL 1000 ETF 0.1%
Value ($000) $350 Shares 4,817 Est. Cost $68.94 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $350 Shares 16,704 Est. Cost $20.64 Unrealized +7.3%
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $347 Shares 5,609 Est. Cost $24.08 Unrealized +53.3%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $341 Shares 1,941 Est. Cost $173.74 Unrealized -0.6%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $336 Shares 4,116 Est. Cost $96.39 Unrealized -16.3%
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $336 Shares 15,201 Est. Cost $26.76 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $336 Shares 7,733 Est. Cost $35.46 Unrealized +22.9%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $332 Shares 758 Est. Cost $405.94 Unrealized
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $330 Shares 1,256 Est. Cost $199.80 Unrealized +21.0%
PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE 0.1%
Value ($000) $328 Shares 12,373 Est. Cost $26.54 Unrealized
HCA HCA HLDGS INC COM 0.1%
Value ($000) $328 Shares 855 Est. Cost $202.96 Unrealized +76.7%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $323 Shares 1,413 Est. Cost $169.63 Unrealized +35.4%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $322 Shares 1,514 Est. Cost $186.36 Unrealized -0.7%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $320 Shares 1,462 Est. Cost $177.06 Unrealized +26.1%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $318 Shares 2,473 Est. Cost $88.28 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $318 Shares 5,519 Est. Cost $49.71 Unrealized +9.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $313 Shares 704 Est. Cost $391.88 Unrealized +17.6%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $310 Shares 3,135 Est. Cost $73.87 Unrealized +29.2%
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL 0.1%
Value ($000) $306 Shares 5,847 Est. Cost $39.91 Unrealized
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $305 Shares 13,274 Est. Cost $23.03 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $299 Shares 1,587 Est. Cost $115.54 Unrealized +60.8%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $298 Shares 2,657 Est. Cost $86.30 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $296 Shares 1,719 Est. Cost $180.47 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $295 Shares 3,237 Est. Cost $64.10 Unrealized +31.0%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.1%
Value ($000) $293 Shares 2,791 Est. Cost $105.63 Unrealized
LRCX LAM RESEARCH CORP COM 0.1%
Value ($000) $291 Shares 2,985 Est. Cost $75.02 Unrealized +5.1%
FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 0.1%
Value ($000) $288 Shares 15,079 Est. Cost $18.86 Unrealized
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $287 Shares 2,170 Est. Cost $117.55 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $284 Shares 2,427 Est. Cost $117.62 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value ($000) $283 Shares 2,420 Est. Cost $90.37 Unrealized +20.7%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $282 Shares 4,986 Est. Cost $48.26 Unrealized +10.1%
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value ($000) $281 Shares 16,770 Est. Cost $10.35 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $280 Shares 401 Est. Cost $527.65 Unrealized +19.1%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $279 Shares 892 Est. Cost $236.14 Unrealized 0.0%
BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE 0.1%
Value ($000) $279 Shares 10,495 Est. Cost $26.61 Unrealized
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $277 Shares 591 Est. Cost $388.98 Unrealized +16.3%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $277 Shares 4,414 Est. Cost $52.30 Unrealized +10.3%
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $276 Shares 2,525 Est. Cost $86.90 Unrealized
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $276 Shares 487 Est. Cost $472.87 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $272 Shares 2,814 Est. Cost $104.88 Unrealized -15.5%
ICE INTERCONTINENTALEXCHANGE INCCOM 0.1%
Value ($000) $272 Shares 1,480 Est. Cost $153.00 Unrealized +11.4%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $268 Shares 2,861 Est. Cost $79.35 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $267 Shares 365 Est. Cost $615.89 Unrealized +14.3%
ISTB ISHARES TR CORE 1 5 YR USD 0.1%
Value ($000) $266 Shares 5,470 Est. Cost $47.77 Unrealized
OEF I SHARES TR S&P 100 ETF 0.1%
Value ($000) $265 Shares 870 Est. Cost $264.29 Unrealized
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $263 Shares 1,441 Est. Cost $131.79 Unrealized
YOU CLEAR SECURE INC COM CL A 0.1%
Value ($000) $263 Shares 9,475 Est. Cost $24.93 Unrealized +1.1%
COR AMERISOURCE BERGEN CORP 0.1%
Value ($000) $262 Shares 874 Est. Cost $286.82 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $261 Shares 1,917 Est. Cost $117.28 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $260 Shares 7,695 Est. Cost $43.68 Unrealized -22.3%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $260 Shares 1,915 Est. Cost $111.41 Unrealized
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $256 Shares 1,074 Est. Cost $356.45 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $256 Shares 1,158 Est. Cost $180.31 Unrealized +16.7%
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $255 Shares 4,630 Est. Cost $42.47 Unrealized
BKNG BOOKING HLDGS INC.COM 0.1%
Value ($000) $255 Shares 44 Est. Cost $4764.13 Unrealized +6.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $254 Shares 4,154 Est. Cost $49.08 Unrealized
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $254 Shares 1,760 Est. Cost $115.10 Unrealized +18.4%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $254 Shares 3,482 Est. Cost $48.60 Unrealized
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.1%
Value ($000) $251 Shares 2,490 Est. Cost $101.42 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $250 Shares 1,102 Est. Cost $207.76 Unrealized +3.6%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $250 Shares 782 Est. Cost $278.73 Unrealized +17.5%
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value ($000) $248 Shares 5,015 Est. Cost $48.92 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $246 Shares 3,299 Est. Cost $54.26 Unrealized +22.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $246 Shares 2,488 Est. Cost $81.39 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $244 Shares 2,796 Est. Cost $74.48 Unrealized +12.1%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $243 Shares 3,141 Est. Cost $76.61 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value ($000) $241 Shares 6,011 Est. Cost $36.36 Unrealized
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $240 Shares 8,025 Est. Cost $30.87 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $240 Shares 2,000 Est. Cost $127.99 Unrealized +1.9%
CMS CMS ENERGY CORP 0.1%
Value ($000) $240 Shares 3,461 Est. Cost $52.28 Unrealized +33.8%
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $238 Shares 940 Est. Cost $226.63 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $236 Shares 2,083 Est. Cost $129.02 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $235 Shares 2,222 Est. Cost $89.30 Unrealized +13.0%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $234 Shares 2,246 Est. Cost $93.36 Unrealized +11.7%
MBB ISHARES MBS ETF 0.1%
Value ($000) $234 Shares 2,489 Est. Cost $93.78 Unrealized
PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 0.1%
Value ($000) $234 Shares 5,525 Est. Cost $40.40 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $233 Shares 2,308 Est. Cost $148.58 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $232 Shares 676 Est. Cost $268.31 Unrealized +28.4%
VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 0.1%
Value ($000) $229 Shares 4,938 Est. Cost $46.31 Unrealized
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $229 Shares 5,155 Est. Cost $38.81 Unrealized +14.3%
AGG ISHARES TR INDEX BARCLY USAGG B 0.1%
Value ($000) $228 Shares 2,300 Est. Cost $97.09 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $228 Shares 735 Est. Cost $283.70 Unrealized 0.0%
INTC INTEL COM 0.1%
Value ($000) $227 Shares 10,118 Est. Cost $40.42 Unrealized -48.7%
FISV FISERV INC 0.1%
Value ($000) $226 Shares 1,311 Est. Cost $200.65 Unrealized -9.6%
AVUV TR AVANTIS 0.1%
Value ($000) $222 Shares 2,434 Est. Cost $90.47 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $220 Shares 671 Est. Cost $276.67 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCOM 0.1%
Value ($000) $219 Shares 2,695 Est. Cost $76.59 Unrealized 0.0%
SPTL SPDR SER TR PROTFOLIO LN TSR 0.1%
Value ($000) $218 Shares 8,207 Est. Cost $27.25 Unrealized
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $217 Shares 262 Est. Cost $680.44 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.1%
Value ($000) $217 Shares 3,809 Est. Cost $57.52 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $216 Shares 3,300 Est. Cost $106.01 Unrealized
FERG FERGUSON PLC NEW 0.1%
Value ($000) $216 Shares 990 Est. Cost $182.05 Unrealized 0.0%
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $215 Shares 240 Est. Cost $748.55 Unrealized 0.0%
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $214 Shares 4,200 Est. Cost $52.75 Unrealized
EQT EQT CORP COM 0.1%
Value ($000) $213 Shares 3,647 Est. Cost $53.58 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $213 Shares 1,056 Est. Cost $189.83 Unrealized +3.7%
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.1%
Value ($000) $210 Shares 4,200 Est. Cost $51.13 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL INDEX FUND 0.1%
Value ($000) $210 Shares 1,809 Est. Cost $116.16 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $209 Shares 880 Est. Cost $206.04 Unrealized 0.0%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $209 Shares 3,534 Est. Cost $59.20 Unrealized
IUSG ISHARES TR RUSL 3000 GROW 0.0%
Value ($000) $209 Shares 1,391 Est. Cost $150.40 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value ($000) $209 Shares 4,050 Est. Cost $49.60 Unrealized +2.4%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $209 Shares 4,055 Est. Cost $50.20 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $208 Shares 1,803 Est. Cost $100.02 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $208 Shares 854 Est. Cost $231.86 Unrealized +1.4%
SAP SAP AKLENGESELLSCHAFT SPONSORED ADR 0.0%
Value ($000) $207 Shares 681 Est. Cost $268.43 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $206 Shares 2,291 Est. Cost $90.90 Unrealized +0.3%
SPTS SPDR SER TRU PORTOLIO SH TSR 0.0%
Value ($000) $206 Shares 7,033 Est. Cost $29.00 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $205 Shares 7,297 Est. Cost $28.04 Unrealized
HYGV FLEXSHARES TR HIG YLD VL ETF 0.0%
Value ($000) $204 Shares 4,977 Est. Cost $41.66 Unrealized
VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF 0.0%
Value ($000) $204 Shares 2,545 Est. Cost $80.11 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $201 Shares 1,082 Est. Cost $153.62 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.0%
Value ($000) $201 Shares 2,551 Est. Cost $78.70 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $152 Shares 14,657 Est. Cost $8.33 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $72 Shares 23,966 Est. Cost $4.58 Unrealized