Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $444,013 (100.0% shares, 0.0% debt)

Holdings (309)

AAPL APPLE COMPUTER INC. CMN. 6.4%
Value ($000) $28,268 Shares 111,016 Est. Cost $102.54 Unrealized +120.0%
CVX CHEVRON COM 4.6%
Value ($000) $20,547 Shares 132,316 Est. Cost $81.57 Unrealized +86.7%
XOM EXXON MOBIL CORPORATION 4.5%
Value ($000) $19,862 Shares 176,159 Est. Cost $52.58 Unrealized +108.6%
MSFT MICROSOFT COM 3.3%
Value ($000) $14,803 Shares 28,581 Est. Cost $187.79 Unrealized +170.9%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 2.9%
Value ($000) $12,767 Shares 43,499 Est. Cost $124.44 Unrealized +139.3%
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $12,657 Shares 68,263 Est. Cost $118.02 Unrealized +43.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $12,067 Shares 16 Est. Cost $336798.72 Unrealized +115.8%
JPM JP MORGAN CHASE & CO COM 2.0%
Value ($000) $8,854 Shares 28,071 Est. Cost $110.85 Unrealized +167.0%
NVDA NVIDIA CORP 1.9%
Value ($000) $8,615 Shares 46,174 Est. Cost $92.57 Unrealized +88.3%
LLY LILLY ELI & COMPANY 1.9%
Value ($000) $8,567 Shares 11,228 Est. Cost $164.14 Unrealized +352.2%
AVGO BROADCOM INC 1.8%
Value ($000) $8,161 Shares 24,738 Est. Cost $145.82 Unrealized +109.7%
GOOG ALPHABET INC. 1.7%
Value ($000) $7,728 Shares 31,730 Est. Cost $112.05 Unrealized +87.4%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $7,495 Shares 34,134 Est. Cost $133.74 Unrealized +69.2%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $6,040 Shares 24,847 Est. Cost $110.49 Unrealized +89.3%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.3%
Value ($000) $5,988 Shares 9,778 Est. Cost $385.50 Unrealized
IVV ISHARES TR S&P 500 INDEX 1.3%
Value ($000) $5,748 Shares 8,588 Est. Cost $532.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $5,676 Shares 11,291 Est. Cost $290.59 Unrealized +66.7%
PG PROCTER & GAMBLE CO. 1.2%
Value ($000) $5,174 Shares 33,674 Est. Cost $107.56 Unrealized +44.0%
HD HOME DEPOT COM 1.2%
Value ($000) $5,156 Shares 12,726 Est. Cost $188.07 Unrealized +106.9%
V VISA INC COM CL A 1.1%
Value ($000) $4,961 Shares 14,533 Est. Cost $160.14 Unrealized +115.5%
WMT WAL-MART 1.1%
Value ($000) $4,898 Shares 47,527 Est. Cost $56.59 Unrealized +75.3%
SPY SPDR TR UNIT SER 1 1.0%
Value ($000) $4,604 Shares 6,911 Est. Cost $393.41 Unrealized
RTX RTX CORPORATION COM 1.0%
Value ($000) $4,334 Shares 25,901 Est. Cost $62.03 Unrealized +148.7%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $4,076 Shares 6,790 Est. Cost $251.55 Unrealized
META FACEBOOK INC CL A 0.8%
Value ($000) $3,667 Shares 4,993 Est. Cost $213.45 Unrealized +248.2%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.8%
Value ($000) $3,525 Shares 58,835 Est. Cost $44.04 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $3,183 Shares 13,747 Est. Cost $97.24 Unrealized +107.7%
VRSK VERISK ANALYTICS INC CL A 0.7%
Value ($000) $3,102 Shares 12,335 Est. Cost $172.13 Unrealized +58.9%
TGT TARGET CORPORATION 0.6%
Value ($000) $2,808 Shares 31,300 Est. Cost $79.96 Unrealized +21.0%
ITOT ISHARES TR CORE S&P TTL STK 0.6%
Value ($000) $2,789 Shares 19,146 Est. Cost $109.52 Unrealized
CAT CATERPILLAR INC COM 0.6%
Value ($000) $2,712 Shares 5,684 Est. Cost $137.17 Unrealized +210.1%
MRK MERCK & CO INC 0.6%
Value ($000) $2,618 Shares 31,195 Est. Cost $67.93 Unrealized +19.3%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $2,536 Shares 4,458 Est. Cost $274.73 Unrealized +108.7%
DE DEERE & CO COM 0.5%
Value ($000) $2,430 Shares 5,314 Est. Cost $162.18 Unrealized +201.9%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $2,402 Shares 8,177 Est. Cost $182.27 Unrealized
CSCO CISCO 0.5%
Value ($000) $2,355 Shares 34,420 Est. Cost $40.97 Unrealized +64.5%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $2,322 Shares 5,503 Est. Cost $114.63 Unrealized +272.1%
SYK STRYKER CORP 0.5%
Value ($000) $2,304 Shares 6,232 Est. Cost $188.03 Unrealized +104.5%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.5%
Value ($000) $2,300 Shares 38,315 Est. Cost $59.38 Unrealized
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $2,283 Shares 9,434 Est. Cost $165.92 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.5%
Value ($000) $2,282 Shares 6,953 Est. Cost $244.79 Unrealized
BLK BLACKROCK INC COM 0.5%
Value ($000) $2,182 Shares 1,872 Est. Cost $991.05 Unrealized +11.9%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $2,166 Shares 15,365 Est. Cost $98.98 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $2,113 Shares 15,043 Est. Cost $109.83 Unrealized +27.9%
SCHW SCHWAB CHARLES CORP NEW COM 0.5%
Value ($000) $2,072 Shares 21,702 Est. Cost $49.85 Unrealized +89.7%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $2,071 Shares 7,363 Est. Cost $77.21 Unrealized +229.2%
NFLX NETFLIX INC COM 0.5%
Value ($000) $2,024 Shares 1,688 Est. Cost $31.51 Unrealized +287.4%
IVW ISHARES TR S&P 500 GRWT ETF 0.5%
Value ($000) $2,020 Shares 16,729 Est. Cost $89.91 Unrealized
IBM INTL BUSINESS MACHINES COM 0.5%
Value ($000) $2,006 Shares 7,109 Est. Cost $94.18 Unrealized +175.6%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,990 Shares 4,570 Est. Cost $195.25 Unrealized
MCO MOODYS CORP COM 0.4%
Value ($000) $1,947 Shares 4,086 Est. Cost $145.66 Unrealized +245.1%
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value ($000) $1,927 Shares 7,578 Est. Cost $170.43 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,909 Shares 6,355 Est. Cost $171.59 Unrealized +60.9%
ETN EATON CORP CMN 0.4%
Value ($000) $1,898 Shares 5,071 Est. Cost $182.87 Unrealized +98.7%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,872 Shares 36,908 Est. Cost $50.37 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,855 Shares 9,110 Est. Cost $140.50 Unrealized +36.2%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,846 Shares 5,414 Est. Cost $169.19 Unrealized +85.4%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.4%
Value ($000) $1,834 Shares 3,916 Est. Cost $257.68 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,829 Shares 7,740 Est. Cost $153.29 Unrealized +45.6%
CMI CUMMINS INC COM 0.4%
Value ($000) $1,811 Shares 4,289 Est. Cost $226.20 Unrealized +68.3%
ADBE ADOBE INC COM 0.4%
Value ($000) $1,792 Shares 5,081 Est. Cost $319.07 Unrealized +12.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,755 Shares 5,747 Est. Cost $176.60 Unrealized +53.7%
GS GOLDMAN SACHS 0.4%
Value ($000) $1,706 Shares 2,142 Est. Cost $325.34 Unrealized +125.9%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,677 Shares 1,812 Est. Cost $403.94 Unrealized +136.8%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1,549 Shares 3,103 Est. Cost $359.60 Unrealized +24.6%
KO COCA COLA CO COM 0.3%
Value ($000) $1,489 Shares 22,457 Est. Cost $46.12 Unrealized +47.3%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.3%
Value ($000) $1,470 Shares 6,814 Est. Cost $134.57 Unrealized
TSLA TESLA MTRS INC COM 0.3%
Value ($000) $1,429 Shares 3,213 Est. Cost $232.88 Unrealized +48.9%
KMB KIMBERLY - CLARK CORP 0.3%
Value ($000) $1,419 Shares 11,414 Est. Cost $92.17 Unrealized +37.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,394 Shares 4,589 Est. Cost $180.49 Unrealized +67.0%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,387 Shares 17,352 Est. Cost $72.70 Unrealized +16.4%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,337 Shares 20,490 Est. Cost $89.31 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $1,329 Shares 15,862 Est. Cost $39.14 Unrealized +105.6%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,281 Shares 18,821 Est. Cost $54.32 Unrealized
CAFX PROFESIONALLY MANAGED PORTFOCONGRESS INTERME 0.3%
Value ($000) $1,273 Shares 50,865 Est. Cost $24.80 Unrealized
CVS CVS CORP. 0.3%
Value ($000) $1,257 Shares 16,677 Est. Cost $56.38 Unrealized +20.3%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value ($000) $1,249 Shares 10,512 Est. Cost $95.60 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,233 Shares 5,859 Est. Cost $141.15 Unrealized +46.7%
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.3%
Value ($000) $1,170 Shares 11,623 Est. Cost $100.69 Unrealized
SO SOUTHERN COMPANY 0.3%
Value ($000) $1,165 Shares 12,293 Est. Cost $55.63 Unrealized +65.8%
MMM 3M COMPANY COM 0.3%
Value ($000) $1,145 Shares 7,378 Est. Cost $120.42 Unrealized +27.1%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,126 Shares 4,317 Est. Cost $164.88 Unrealized +56.1%
IEMG ISHARES INC CORE MSCI EMKT 0.3%
Value ($000) $1,120 Shares 16,992 Est. Cost $56.94 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $1,111 Shares 4,506 Est. Cost $196.94 Unrealized +32.3%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,086 Shares 8,280 Est. Cost $62.90 Unrealized +115.4%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $1,077 Shares 1,113 Est. Cost $753.64 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $1,074 Shares 4,533 Est. Cost $203.72 Unrealized +23.4%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $1,047 Shares 3,480 Est. Cost $137.61 Unrealized +98.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,015 Shares 8,863 Est. Cost $114.55 Unrealized +2.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,012 Shares 13,407 Est. Cost $64.39 Unrealized +12.1%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $1,000 Shares 11,451 Est. Cost $69.48 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $978 Shares 8,760 Est. Cost $42.52 Unrealized +145.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $959 Shares 3,400 Est. Cost $170.95 Unrealized +67.6%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $956 Shares 5,127 Est. Cost $144.63 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $946 Shares 993 Est. Cost $305.81 Unrealized +227.2%
CI CIGNA CORP NEW 0.2%
Value ($000) $943 Shares 3,270 Est. Cost $185.47 Unrealized +58.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $942 Shares 7,614 Est. Cost $74.74 Unrealized +60.3%
DHR DANAHER CORPORATION 0.2%
Value ($000) $940 Shares 4,739 Est. Cost $127.14 Unrealized +56.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.2%
Value ($000) $933 Shares 3,339 Est. Cost $114.98 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $931 Shares 2,802 Est. Cost $113.50 Unrealized +178.9%
ECL ECOLAB INC COM 0.2%
Value ($000) $905 Shares 3,304 Est. Cost $158.14 Unrealized +70.9%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $869 Shares 9,192 Est. Cost $60.34 Unrealized +54.6%
ABT ABBOTT LABS COM 0.2%
Value ($000) $846 Shares 6,315 Est. Cost $89.55 Unrealized +45.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $841 Shares 1,733 Est. Cost $336.35 Unrealized +38.2%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $816 Shares 9,129 Est. Cost $84.47 Unrealized
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.2%
Value ($000) $815 Shares 10,196 Est. Cost $79.25 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $813 Shares 3,462 Est. Cost $89.74 Unrealized +161.9%
NKE NIKE INC CL B 0.2%
Value ($000) $791 Shares 11,348 Est. Cost $77.20 Unrealized -4.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $788 Shares 8,157 Est. Cost $59.67 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $786 Shares 3,642 Est. Cost $257.35 Unrealized -12.4%
ANET ARISTA NETWORKS INC COM 0.2%
Value ($000) $786 Shares 5,394 Est. Cost $102.82 Unrealized +25.2%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $779 Shares 4,816 Est. Cost $106.12 Unrealized +52.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $779 Shares 4,681 Est. Cost $79.38 Unrealized +98.0%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $758 Shares 12,131 Est. Cost $42.22 Unrealized +50.2%
GLD SPDR GOLD TRUST GOLD SHS 0.2%
Value ($000) $752 Shares 2,115 Est. Cost $199.52 Unrealized
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $743 Shares 7,962 Est. Cost $69.53 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $743 Shares 2,151 Est. Cost $276.13 Unrealized +8.3%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $735 Shares 7,504 Est. Cost $48.15 Unrealized +94.2%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $732 Shares 5,143 Est. Cost $108.83 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $731 Shares 5,373 Est. Cost $72.68 Unrealized +73.9%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $723 Shares 16,788 Est. Cost $47.07 Unrealized -3.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $717 Shares 10,850 Est. Cost $31.97 Unrealized +92.1%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $713 Shares 3,757 Est. Cost $146.90 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $712 Shares 27,971 Est. Cost $30.56 Unrealized -21.0%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $704 Shares 9,677 Est. Cost $39.12 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $702 Shares 2,134 Est. Cost $208.14 Unrealized +54.8%
CB CHUBB LIMITED COM 0.2%
Value ($000) $700 Shares 2,479 Est. Cost $203.41 Unrealized +35.3%
TRV ST PAUL TRAVELERS COS 0.2%
Value ($000) $687 Shares 2,459 Est. Cost $152.37 Unrealized +74.5%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $683 Shares 15,145 Est. Cost $42.87 Unrealized +6.2%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $682 Shares 9,396 Est. Cost $41.28 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $679 Shares 8,280 Est. Cost $30.53 Unrealized +112.8%
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $659 Shares 3,191 Est. Cost $192.52 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.1%
Value ($000) $655 Shares 3,345 Est. Cost $114.99 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.1%
Value ($000) $651 Shares 8,361 Est. Cost $21.29 Unrealized +46.3%
PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE 0.1%
Value ($000) $649 Shares 24,173 Est. Cost $26.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.1%
Value ($000) $645 Shares 11,904 Est. Cost $42.33 Unrealized
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.1%
Value ($000) $636 Shares 12,461 Est. Cost $50.82 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $634 Shares 4,389 Est. Cost $77.01 Unrealized +71.8%
DOV DOVER CORP 0.1%
Value ($000) $618 Shares 3,706 Est. Cost $81.29 Unrealized +119.7%
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $612 Shares 11,855 Est. Cost $29.92 Unrealized +61.6%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $611 Shares 994 Est. Cost $322.59 Unrealized +87.7%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $608 Shares 3,560 Est. Cost $120.66 Unrealized +40.4%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $591 Shares 4,611 Est. Cost $99.83 Unrealized
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $586 Shares 8,633 Est. Cost $49.10 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $583 Shares 13,258 Est. Cost $37.73 Unrealized +12.6%
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $582 Shares 5,824 Est. Cost $74.03 Unrealized
HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 0.1%
Value ($000) $572 Shares 8,797 Est. Cost $61.54 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $566 Shares 3,491 Est. Cost $66.60 Unrealized +148.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $564 Shares 10,163 Est. Cost $78.00 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $548 Shares 595 Est. Cost $102.43 Unrealized +82.3%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.1%
Value ($000) $544 Shares 13,880 Est. Cost $37.74 Unrealized +14.5%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $535 Shares 2,626 Est. Cost $148.62 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $516 Shares 3,030 Est. Cost $61.75 Unrealized +139.4%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $512 Shares 3,223 Est. Cost $78.27 Unrealized +87.1%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $504 Shares 827 Est. Cost $403.73 Unrealized +39.5%
TILT FLEXSHARES MORNINGSTAR US 0.1%
Value ($000) $495 Shares 2,045 Est. Cost $215.95 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $483 Shares 4,296 Est. Cost $82.83 Unrealized +30.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $481 Shares 4,739 Est. Cost $51.29 Unrealized +83.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $480 Shares 4,327 Est. Cost $62.18 Unrealized +80.6%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $477 Shares 5,779 Est. Cost $46.18 Unrealized +77.4%
T AT&T INC COM 0.1%
Value ($000) $475 Shares 16,838 Est. Cost $14.75 Unrealized +90.3%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $475 Shares 284 Est. Cost $1303.88 Unrealized +36.8%
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value ($000) $471 Shares 4,566 Est. Cost $67.10 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $470 Shares 17,840 Est. Cost $32.23 Unrealized
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $467 Shares 10,087 Est. Cost $39.51 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $466 Shares 3,674 Est. Cost $68.26 Unrealized +101.0%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $459 Shares 2,630 Est. Cost $167.67 Unrealized
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $459 Shares 6,413 Est. Cost $62.35 Unrealized
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $458 Shares 4,495 Est. Cost $39.86 Unrealized +137.6%
IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 0.1%
Value ($000) $457 Shares 16,006 Est. Cost $26.03 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $456 Shares 2,483 Est. Cost $133.28 Unrealized +45.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $456 Shares 929 Est. Cost $348.31 Unrealized +30.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $450 Shares 2,240 Est. Cost $105.87 Unrealized +84.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $449 Shares 2,464 Est. Cost $127.23 Unrealized +27.4%
LOW LOWES COMPANIES 0.1%
Value ($000) $449 Shares 1,786 Est. Cost $162.32 Unrealized +50.4%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $446 Shares 16,338 Est. Cost $41.92 Unrealized
XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 0.1%
Value ($000) $434 Shares 7,552 Est. Cost $52.09 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $429 Shares 3,700 Est. Cost $57.49 Unrealized +91.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $424 Shares 1,553 Est. Cost $200.25 Unrealized +42.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $423 Shares 5,005 Est. Cost $82.36 Unrealized +7.5%
PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 0.1%
Value ($000) $417 Shares 9,225 Est. Cost $42.33 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $416 Shares 2,926 Est. Cost $90.95 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $412 Shares 13,110 Est. Cost $33.74 Unrealized -1.7%
LRCX LAM RESEARCH CORP COM 0.1%
Value ($000) $402 Shares 3,004 Est. Cost $75.02 Unrealized +40.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $396 Shares 5,163 Est. Cost $77.83 Unrealized
SPYM SPDR SER TR RUSSELL 1000 ETF 0.1%
Value ($000) $394 Shares 5,027 Est. Cost $69.33 Unrealized
ISHARES TR IBONDS 25 TRM TS 0.1%
Value ($000) $393 Shares 16,841 Est. Cost $23.36 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $386 Shares 4,682 Est. Cost $34.32 Unrealized +127.0%
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $383 Shares 5,580 Est. Cost $24.08 Unrealized +83.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $380 Shares 2,128 Est. Cost $130.07 Unrealized
FNF FIDELITY NATIONAL FINANCIAL COM SHS 0.1%
Value ($000) $379 Shares 6,261 Est. Cost $31.86 Unrealized +73.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $378 Shares 7,814 Est. Cost $38.56 Unrealized +20.2%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $373 Shares 4,376 Est. Cost $72.15 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $367 Shares 2,824 Est. Cost $72.01 Unrealized +96.7%
HCA HCA HLDGS INC COM 0.1%
Value ($000) $364 Shares 855 Est. Cost $202.96 Unrealized +90.4%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $364 Shares 758 Est. Cost $405.94 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $362 Shares 14,089 Est. Cost $30.51 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $362 Shares 2,992 Est. Cost $55.70 Unrealized +109.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $362 Shares 6,058 Est. Cost $25.42 Unrealized +166.1%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $354 Shares 3,628 Est. Cost $75.02 Unrealized +38.0%
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $354 Shares 15,201 Est. Cost $26.76 Unrealized
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $352 Shares 1,225 Est. Cost $199.80 Unrealized +33.5%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $349 Shares 3,206 Est. Cost $64.10 Unrealized +58.1%
EXC EXELON CORP COM 0.1%
Value ($000) $347 Shares 7,702 Est. Cost $35.46 Unrealized +22.3%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $346 Shares 1,587 Est. Cost $115.54 Unrealized +76.6%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $343 Shares 2,768 Est. Cost $84.22 Unrealized +29.9%
INTC INTEL COM 0.1%
Value ($000) $342 Shares 10,196 Est. Cost $40.42 Unrealized -40.1%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $342 Shares 2,473 Est. Cost $88.28 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $339 Shares 1,300 Est. Cost $147.72 Unrealized +81.1%
O REALTY INCOME CORP COM 0.1%
Value ($000) $334 Shares 5,497 Est. Cost $49.71 Unrealized +14.5%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $329 Shares 5,199 Est. Cost $53.13 Unrealized +8.8%
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value ($000) $325 Shares 16,070 Est. Cost $10.35 Unrealized
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL 0.1%
Value ($000) $324 Shares 5,847 Est. Cost $39.91 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $323 Shares 1,520 Est. Cost $186.36 Unrealized +16.9%
INTU INTUIT COM 0.1%
Value ($000) $323 Shares 473 Est. Cost $476.14 Unrealized +51.1%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $315 Shares 1,941 Est. Cost $173.74 Unrealized -1.7%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $312 Shares 1,761 Est. Cost $115.10 Unrealized +43.5%
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $312 Shares 1,413 Est. Cost $169.63 Unrealized +31.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $310 Shares 1,656 Est. Cost $180.47 Unrealized +2.0%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.1%
Value ($000) $308 Shares 2,791 Est. Cost $105.63 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $305 Shares 683 Est. Cost $426.31 Unrealized +12.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $305 Shares 4,986 Est. Cost $48.26 Unrealized +20.8%
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $303 Shares 2,170 Est. Cost $117.55 Unrealized
YOU CLEAR SECURE INC COM CL A 0.1%
Value ($000) $301 Shares 9,025 Est. Cost $24.93 Unrealized +32.2%
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $299 Shares 2,914 Est. Cost $104.81 Unrealized -1.9%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $297 Shares 2,427 Est. Cost $117.62 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $296 Shares 391 Est. Cost $527.65 Unrealized +39.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $295 Shares 8,577 Est. Cost $42.72 Unrealized -19.6%
BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE 0.1%
Value ($000) $292 Shares 10,495 Est. Cost $26.61 Unrealized
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $291 Shares 1,074 Est. Cost $356.45 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $290 Shares 2,525 Est. Cost $86.90 Unrealized
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $290 Shares 487 Est. Cost $472.87 Unrealized
OEF I SHARES TR S&P 100 ETF 0.1%
Value ($000) $290 Shares 870 Est. Cost $264.29 Unrealized
FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 0.1%
Value ($000) $290 Shares 15,079 Est. Cost $18.86 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $289 Shares 892 Est. Cost $236.14 Unrealized +40.6%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $286 Shares 1,420 Est. Cost $177.06 Unrealized +15.2%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $283 Shares 12,233 Est. Cost $23.03 Unrealized
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $282 Shares 2,473 Est. Cost $86.30 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $279 Shares 712 Est. Cost $392.17 Unrealized +6.6%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $279 Shares 8,092 Est. Cost $30.87 Unrealized
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $278 Shares 585 Est. Cost $388.98 Unrealized +21.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $276 Shares 5,410 Est. Cost $51.08 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $276 Shares 1,857 Est. Cost $101.05 Unrealized +34.2%
COR AMERISOURCE BERGEN CORP 0.1%
Value ($000) $274 Shares 878 Est. Cost $286.82 Unrealized +2.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $272 Shares 2,859 Est. Cost $74.85 Unrealized +21.9%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $272 Shares 2,202 Est. Cost $127.47 Unrealized -4.1%
KVUE KENVUE INC COM 0.1%
Value ($000) $271 Shares 16,704 Est. Cost $20.64 Unrealized -2.8%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $268 Shares 2,703 Est. Cost $79.35 Unrealized
ISTB ISHARES TR CORE 1 5 YR USD 0.1%
Value ($000) $267 Shares 5,470 Est. Cost $47.77 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $266 Shares 4,630 Est. Cost $42.47 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $266 Shares 1,896 Est. Cost $111.41 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $265 Shares 940 Est. Cost $226.63 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $260 Shares 1,102 Est. Cost $207.76 Unrealized +9.9%
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value ($000) $259 Shares 5,238 Est. Cost $48.95 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $258 Shares 2,252 Est. Cost $93.36 Unrealized +14.7%
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $258 Shares 239 Est. Cost $748.55 Unrealized +24.3%
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $257 Shares 1,320 Est. Cost $131.79 Unrealized
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $256 Shares 3,482 Est. Cost $48.60 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $255 Shares 3,483 Est. Cost $52.28 Unrealized +36.0%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value ($000) $255 Shares 5,826 Est. Cost $36.36 Unrealized
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.1%
Value ($000) $254 Shares 2,490 Est. Cost $101.42 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value ($000) $251 Shares 2,362 Est. Cost $90.37 Unrealized +9.7%
ICE INTERCONTINENTALEXCHANGE INCCOM 0.1%
Value ($000) $249 Shares 1,480 Est. Cost $153.00 Unrealized +16.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $247 Shares 1,477 Est. Cost $127.82 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $245 Shares 3,141 Est. Cost $76.61 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $243 Shares 1,440 Est. Cost $136.83 Unrealized 0.0%
AVUV TR AVANTIS 0.1%
Value ($000) $242 Shares 2,434 Est. Cost $90.47 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $242 Shares 2,242 Est. Cost $90.90 Unrealized +10.6%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $241 Shares 697 Est. Cost $270.81 Unrealized +29.8%
MBB ISHARES MBS ETF 0.1%
Value ($000) $240 Shares 2,518 Est. Cost $93.79 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $239 Shares 3,300 Est. Cost $106.01 Unrealized
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $239 Shares 5,155 Est. Cost $38.81 Unrealized +15.4%
BKNG BOOKING HLDGS INC.COM 0.1%
Value ($000) $238 Shares 44 Est. Cost $4764.13 Unrealized +16.8%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $237 Shares 3,997 Est. Cost $49.08 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 0.1%
Value ($000) $235 Shares 5,013 Est. Cost $46.32 Unrealized
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $235 Shares 4,200 Est. Cost $52.75 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $233 Shares 2,444 Est. Cost $145.62 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $232 Shares 2,535 Est. Cost $73.87 Unrealized +22.0%
AGG ISHARES TR INDEX BARCLY USAGG B 0.1%
Value ($000) $231 Shares 2,300 Est. Cost $97.09 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.1%
Value ($000) $229 Shares 3,886 Est. Cost $58.24 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $228 Shares 718 Est. Cost $283.70 Unrealized +7.4%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $227 Shares 1,057 Est. Cost $189.83 Unrealized +5.5%
IUSG ISHARES TR RUSL 3000 GROW 0.1%
Value ($000) $226 Shares 1,371 Est. Cost $150.40 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $223 Shares 3,299 Est. Cost $54.26 Unrealized +33.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $223 Shares 1,160 Est. Cost $180.31 Unrealized +13.4%
LEN LENNAR CORP 0.1%
Value ($000) $222 Shares 1,762 Est. Cost $123.58 Unrealized 0.0%
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.0%
Value ($000) $220 Shares 4,200 Est. Cost $51.13 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $219 Shares 707 Est. Cost $278.73 Unrealized +7.7%
FERG FERGUSON PLC NEW 0.0%
Value ($000) $219 Shares 975 Est. Cost $182.05 Unrealized +23.4%
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value ($000) $217 Shares 4,050 Est. Cost $49.60 Unrealized +12.2%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $216 Shares 3,534 Est. Cost $59.20 Unrealized
VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF 0.0%
Value ($000) $216 Shares 2,545 Est. Cost $80.11 Unrealized
VV VANGUARD INDEX FD LARGE CAP ETF 0.0%
Value ($000) $215 Shares 697 Est. Cost $307.84 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $214 Shares 870 Est. Cost $206.04 Unrealized +16.0%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.0%
Value ($000) $214 Shares 2,708 Est. Cost $78.71 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $213 Shares 659 Est. Cost $276.67 Unrealized +15.0%
SPTL SPDR SER TR PROTFOLIO LN TSR 0.0%
Value ($000) $213 Shares 7,886 Est. Cost $27.25 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $212 Shares 1,149 Est. Cost $160.55 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.0%
Value ($000) $211 Shares 3,711 Est. Cost $60.58 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $210 Shares 7,544 Est. Cost $27.89 Unrealized
IDV ISHARES INTL SELECT DIVIDENDETF 0.0%
Value ($000) $209 Shares 5,719 Est. Cost $36.54 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $207 Shares 3,078 Est. Cost $62.42 Unrealized 0.0%
HYGV FLEXSHARES TR HIG YLD VL ETF 0.0%
Value ($000) $205 Shares 4,977 Est. Cost $41.66 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $204 Shares 264 Est. Cost $615.89 Unrealized +14.1%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $204 Shares 855 Est. Cost $231.86 Unrealized +6.6%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $201 Shares 2,754 Est. Cost $96.39 Unrealized -22.1%
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $119 Shares 13,270 Est. Cost $8.33 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $103 Shares 11,520 Est. Cost $8.98 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $63 Shares 23,966 Est. Cost $4.58 Unrealized