NBT Bank

Nbt Bank N A as of Sept. 30, 2023

Portfolio Holdings for Nbt Bank N A

Nbt Bank N A holds 311 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.2 $64M 203k 315.75
Apple (AAPL) 5.3 $56M 325k 171.21
Flexshares Tr mornstar upstr (GUNR) 4.4 $45M 1.1M 40.44
Alphabet Inc Class A cs (GOOGL) 3.1 $33M 250k 130.86
Procter & Gamble Company (PG) 2.2 $23M 159k 145.86
iShares MSCI EAFE Growth Index (EFG) 2.0 $21M 242k 86.30
JPMorgan Chase & Co. (JPM) 2.0 $21M 144k 145.02
Exxon Mobil Corporation (XOM) 2.0 $21M 175k 117.58
Alphabet Inc Class C cs (GOOG) 2.0 $21M 156k 131.85
Johnson & Johnson (JNJ) 1.7 $18M 115k 155.75
Amazon (AMZN) 1.7 $17M 137k 127.12
Berkshire Hathaway (BRK.B) 1.7 $17M 49k 350.30
Lowe's Companies (LOW) 1.6 $16M 78k 207.84
McDonald's Corporation (MCD) 1.5 $16M 59k 263.44
Chevron Corporation (CVX) 1.5 $16M 92k 168.62
Pepsi (PEP) 1.4 $15M 88k 169.44
Trane Technologies (TT) 1.4 $15M 73k 202.91
Danaher Corporation (DHR) 1.3 $14M 56k 248.10
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.3 $14M 275k 49.83
Deere & Company (DE) 1.3 $14M 36k 377.38
Automatic Data Processing (ADP) 1.1 $12M 48k 240.58
Abbott Laboratories (ABT) 1.1 $11M 116k 96.85
SPDR S&P Dividend (SDY) 1.1 $11M 97k 115.01
Merck & Co (MRK) 1.0 $11M 104k 102.95
Costco Wholesale Corporation (COST) 1.0 $11M 19k 564.96
UnitedHealth (UNH) 1.0 $11M 21k 504.19
Cisco Systems (CSCO) 1.0 $10M 192k 53.76
Abbvie (ABBV) 0.9 $9.7M 65k 149.06
Caterpillar (CAT) 0.9 $9.5M 35k 273.00
NBT Ban (NBTB) 0.9 $8.9M 281k 31.69
SPDR S&P MidCap 400 ETF (MDY) 0.8 $8.4M 18k 456.64
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.8 $8.2M 128k 64.35
Union Pacific Corporation (UNP) 0.7 $7.7M 38k 203.63
Schwab Strategic Tr us dividend eq (SCHD) 0.7 $7.6M 108k 70.76
Coca-Cola Company (KO) 0.7 $7.5M 133k 55.98
Spdr S&p 500 Etf (SPY) 0.7 $6.8M 16k 427.49
Walt Disney Company (DIS) 0.6 $6.4M 79k 81.05
Flexshares Tr (NFRA) 0.6 $6.4M 132k 48.43
Raytheon Technologies Corp (RTX) 0.6 $6.3M 88k 71.97
Pfizer (PFE) 0.6 $6.2M 187k 33.17
TJX Companies (TJX) 0.6 $6.2M 70k 88.88
Marsh & McLennan Companies (MMC) 0.6 $6.1M 32k 190.30
Ishares Tr cmn (STIP) 0.6 $6.1M 63k 96.92
Thermo Fisher Scientific (TMO) 0.6 $6.0M 12k 506.17
Honeywell International (HON) 0.6 $5.9M 32k 184.74
International Business Machines (IBM) 0.6 $5.9M 42k 140.30
Bristol Myers Squibb (BMY) 0.6 $5.8M 99k 58.04
Oracle Corporation (ORCL) 0.5 $5.7M 54k 105.92
iShares Russell 2000 Index (IWM) 0.5 $5.6M 32k 176.73
Mondelez Int (MDLZ) 0.5 $5.6M 81k 69.40
iShares MSCI EAFE Index Fund (EFA) 0.5 $5.2M 76k 68.92
Nike (NKE) 0.5 $5.1M 53k 95.62
Wal-Mart Stores (WMT) 0.5 $5.0M 32k 159.93
Home Depot (HD) 0.5 $5.0M 17k 302.15
Eli Lilly & Co. (LLY) 0.5 $4.9M 9.1k 537.13
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.4 $4.6M 90k 51.03
Nextera Energy (NEE) 0.4 $4.5M 79k 57.29
Lockheed Martin Corporation (LMT) 0.4 $4.2M 10k 408.98
Ingersoll Rand (IR) 0.4 $4.2M 66k 63.72
Air Products & Chemicals (APD) 0.4 $4.2M 15k 283.40
Qualcomm (QCOM) 0.4 $4.0M 36k 111.06
Visa (V) 0.4 $4.0M 17k 230.01
iShares NASDAQ Biotechnology Index (IBB) 0.4 $3.8M 31k 122.29
iShares MSCI Emerging Markets Indx (EEM) 0.3 $3.6M 95k 37.95
Schwab International Equity ETF (SCHF) 0.3 $3.5M 104k 33.96
Intel Corporation (INTC) 0.3 $3.5M 98k 35.55
Verizon Communications (VZ) 0.3 $3.5M 107k 32.41
CVS Caremark Corporation (CVS) 0.3 $3.5M 50k 69.82
T. Rowe Price (TROW) 0.3 $3.4M 32k 104.87
Ishares Inc core msci emkt (IEMG) 0.3 $3.3M 69k 47.59
Microchip Technology (MCHP) 0.3 $3.3M 42k 78.05
Target Corporation (TGT) 0.3 $3.2M 29k 110.57
Sherwin-Williams Company (SHW) 0.3 $3.2M 13k 255.05
Carrier Global Corporation (CARR) 0.3 $3.2M 58k 55.20
Boeing Company (BA) 0.3 $3.0M 16k 191.68
Linde (LIN) 0.3 $3.0M 8.1k 372.35
W.W. Grainger (GWW) 0.3 $3.0M 4.3k 691.84
United Parcel Service (UPS) 0.3 $3.0M 19k 155.87
Philip Morris International (PM) 0.3 $3.0M 32k 92.58
American Express Company (AXP) 0.3 $2.9M 19k 149.19
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.3 $2.8M 50k 56.47
MasterCard Incorporated (MA) 0.3 $2.8M 7.1k 395.91
salesforce (CRM) 0.3 $2.8M 14k 202.78
Novartis (NVS) 0.3 $2.7M 27k 101.86
Berkshire Hathaway (BRK.A) 0.3 $2.7M 5.00 531477.00
Eaton (ETN) 0.2 $2.6M 12k 213.28
Vaneck Vectors Gold Miners mutual (GDX) 0.2 $2.5M 95k 26.91
Technology SPDR (XLK) 0.2 $2.5M 15k 163.93
Uber Technologies (UBER) 0.2 $2.4M 53k 45.99
SPDR S&P World ex-US (SPDW) 0.2 $2.4M 79k 31.01
Prudential Financial (PRU) 0.2 $2.4M 26k 94.89
Utilities SPDR (XLU) 0.2 $2.4M 41k 58.93
NVIDIA Corporation (NVDA) 0.2 $2.4M 5.5k 435.03
Allegion Plc equity (ALLE) 0.2 $2.4M 23k 104.20
Goldman Sachs (GS) 0.2 $2.4M 7.3k 323.57
Facebook Inc cl a (META) 0.2 $2.3M 7.8k 300.21
Schlumberger (SLB) 0.2 $2.3M 40k 58.30
Schwab U S Small Cap ETF (SCHA) 0.2 $2.3M 55k 41.42
WisdomTree MidCap Dividend Fund (DON) 0.2 $2.3M 55k 40.96
Altria (MO) 0.2 $2.2M 53k 42.05
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $2.2M 74k 30.15
Materials SPDR (XLB) 0.2 $2.2M 28k 78.55
iShares S&P MidCap 400 Index (IJH) 0.2 $2.1M 8.5k 249.35
Canadian Natl Ry (CNI) 0.2 $2.1M 20k 108.33
SPDR KBW Regional Banking (KRE) 0.2 $2.1M 50k 41.77
Real Estate Select Sect Spdr (XLRE) 0.2 $2.1M 61k 34.07
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $2.0M 28k 73.72
Dow (DOW) 0.2 $2.0M 39k 51.56
Adobe Systems Incorporated (ADBE) 0.2 $2.0M 3.9k 509.90
Fortive (FTV) 0.2 $2.0M 27k 74.16
Autoliv (ALV) 0.2 $1.9M 20k 96.48
Vanguard S&p 500 Etf idx (VOO) 0.2 $1.9M 4.9k 392.70
Dupont De Nemours (DD) 0.2 $1.9M 26k 74.59
S&p Global (SPGI) 0.2 $1.9M 5.1k 365.41
Ecolab (ECL) 0.2 $1.9M 11k 169.40
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.2 $1.8M 23k 80.97
Zoetis Inc Cl A (ZTS) 0.2 $1.8M 11k 173.98
Emerson Electric (EMR) 0.2 $1.8M 19k 96.57
Chubb (CB) 0.2 $1.8M 8.7k 208.18
Texas Instruments Incorporated (TXN) 0.2 $1.8M 11k 159.01
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $1.8M 25k 72.31
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $1.8M 23k 75.98
Consumer Discretionary SPDR (XLY) 0.2 $1.8M 11k 160.98
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $1.7M 39k 44.23
Wells Fargo & Company (WFC) 0.2 $1.7M 42k 40.86
Vaneck Vectors Agribusiness alt (MOO) 0.2 $1.7M 22k 78.70
General Dynamics Corporation (GD) 0.2 $1.7M 7.5k 220.97
Jp Morgan Exchange Traded Fd fund (JMUB) 0.2 $1.7M 34k 48.37
Starbucks Corporation (SBUX) 0.2 $1.7M 18k 91.27
U.S. Bancorp (USB) 0.2 $1.6M 50k 33.06
At&t (T) 0.2 $1.6M 109k 15.02
American Water Works (AWK) 0.2 $1.6M 13k 123.83
Southern Company (SO) 0.2 $1.6M 25k 64.72
Comcast Corporation (CMCSA) 0.2 $1.6M 37k 44.34
Palo Alto Networks (PANW) 0.2 $1.6M 6.9k 234.44
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $1.5M 14k 113.40
ConocoPhillips (COP) 0.1 $1.4M 12k 119.80
Medtronic (MDT) 0.1 $1.4M 18k 78.36
Activision Blizzard 0.1 $1.4M 15k 93.63
Otis Worldwide Corp (OTIS) 0.1 $1.4M 17k 80.31
Norfolk Southern (NSC) 0.1 $1.4M 7.0k 196.93
Crown Castle Intl (CCI) 0.1 $1.4M 15k 92.03
Aon (AON) 0.1 $1.3M 4.1k 324.22
Bank of America Corporation (BAC) 0.1 $1.3M 49k 27.38
Vanguard Emerging Markets ETF (VWO) 0.1 $1.3M 34k 39.21
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $1.3M 3.9k 334.95
Iqvia Holdings (IQV) 0.1 $1.3M 6.5k 196.75
Vanguard REIT ETF (VNQ) 0.1 $1.2M 16k 75.66
Energy Select Sector SPDR (XLE) 0.1 $1.2M 13k 90.39
Colgate-Palmolive Company (CL) 0.1 $1.2M 17k 71.11
Te Connectivity Ltd for (TEL) 0.1 $1.2M 9.5k 123.53
TransDigm Group Incorporated (TDG) 0.1 $1.2M 1.4k 843.13
SYSCO Corporation (SYY) 0.1 $1.2M 18k 66.05
BlackRock (BLK) 0.1 $1.2M 1.8k 646.49
Amgen (AMGN) 0.1 $1.1M 4.3k 268.76
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $1.1M 39k 29.32
Vanguard Short-Term Bond ETF (BSV) 0.1 $1.1M 15k 75.17
Health Care SPDR (XLV) 0.1 $1.1M 8.7k 128.74
3M Company (MMM) 0.1 $1.1M 12k 93.62
Roper Industries (ROP) 0.1 $1.1M 2.2k 484.28
Nucor Corporation (NUE) 0.1 $1.1M 6.8k 156.35
Netflix (NFLX) 0.1 $1.1M 2.8k 377.60
Quanta Services (PWR) 0.1 $1.1M 5.6k 187.07
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $1.0M 9.2k 113.16
Industrial SPDR (XLI) 0.1 $1.0M 10k 101.38
iShares Dow Jones US Tele (IYZ) 0.1 $998k 47k 21.30
RBC Bearings Incorporated (RBC) 0.1 $997k 4.3k 234.13
Broadcom (AVGO) 0.1 $996k 1.2k 830.58
Financial Select Sector SPDR (XLF) 0.1 $995k 30k 33.17
Hershey Company (HSY) 0.1 $993k 5.0k 200.08
Brookfield Asset Management (BAM) 0.1 $990k 31k 31.61
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $986k 13k 75.15
General Mills (GIS) 0.1 $955k 15k 63.99
General Electric (GE) 0.1 $935k 8.5k 110.55
Weyerhaeuser Company (WY) 0.1 $916k 30k 30.66
Illinois Tool Works (ITW) 0.1 $913k 4.0k 230.31
Ishares High Dividend Equity F (HDV) 0.1 $888k 9.0k 98.89
Vanguard Total Bond Market ETF (BND) 0.1 $880k 13k 69.78
Dominion Resources (D) 0.1 $856k 19k 44.67
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.1 $847k 8.4k 101.33
Amphenol Corporation (APH) 0.1 $832k 9.9k 83.99
Kimberly-Clark Corporation (KMB) 0.1 $813k 6.7k 120.85
Amplify Etf Tr a (DIVO) 0.1 $787k 23k 34.73
Clorox Company (CLX) 0.1 $774k 5.9k 131.06
Ionis Pharmaceuticals (IONS) 0.1 $773k 17k 45.36
Gilead Sciences (GILD) 0.1 $772k 10k 74.94
Becton, Dickinson and (BDX) 0.1 $762k 2.9k 258.53
Jacobs Engineering Group (J) 0.1 $712k 5.2k 136.50
iShares Lehman MBS Bond Fund (MBB) 0.1 $710k 8.0k 88.80
Intercontinental Exchange (ICE) 0.1 $709k 6.4k 110.02
WisdomTree SmallCap Dividend Fund (DES) 0.1 $705k 25k 28.20
Zimmer Holdings (ZBH) 0.1 $691k 6.2k 112.22
Oneok (OKE) 0.1 $666k 11k 63.43
Ishares Tr core intl aggr (IAGG) 0.1 $651k 13k 48.78
Fastenal Company (FAST) 0.1 $640k 12k 54.64
Waste Management (WM) 0.1 $630k 4.1k 152.44
Marriott International (MAR) 0.1 $625k 3.2k 196.56
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.1 $625k 20k 31.45
Tesla Motors (TSLA) 0.1 $624k 2.5k 250.22
Blackstone Group Inc Com Cl A (BX) 0.1 $614k 5.7k 107.14
Flexshares Tr (GQRE) 0.1 $607k 12k 48.92
Flexshares Tr intl qltdv idx (IQDF) 0.1 $600k 28k 21.30
Applied Materials (AMAT) 0.1 $595k 4.3k 138.45
Vanguard Mid-Cap ETF (VO) 0.1 $592k 2.8k 208.24
Accenture (ACN) 0.1 $592k 1.9k 307.11
Fiserv (FI) 0.1 $582k 5.1k 112.96
Consumer Staples Select Sect. SPDR (XLP) 0.1 $576k 8.4k 68.81
Morgan Stanley (MS) 0.1 $575k 7.0k 81.67
Freeport-McMoRan Copper & Gold (FCX) 0.1 $570k 15k 37.29
iShares S&P 500 Value Index (IVE) 0.1 $570k 3.7k 153.84
Corning Incorporated (GLW) 0.1 $554k 18k 30.47
Markel Corporation (MKL) 0.1 $551k 374.00 1472.49
Brown-Forman Corporation (BF.B) 0.1 $550k 9.5k 57.69
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $542k 11k 50.18
iShares FTSE KLD Select Scil Idx (SUSA) 0.0 $514k 5.7k 89.97
iShares Russell Midcap Growth Idx. (IWP) 0.0 $514k 5.6k 91.35
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $505k 7.9k 64.38
MetLife (MET) 0.0 $504k 8.0k 62.91
Duke Energy (DUK) 0.0 $498k 5.6k 88.26
iShares S&P 500 Growth Index (IVW) 0.0 $487k 7.1k 68.42
Corteva (CTVA) 0.0 $486k 9.5k 51.16
Dick's Sporting Goods (DKS) 0.0 $483k 4.4k 108.59
iShares Russell 2000 Growth Index (IWO) 0.0 $479k 2.1k 224.15
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.0 $479k 15k 32.46
McCormick & Company, Incorporated (MKC) 0.0 $469k 6.2k 75.64
Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $465k 9.0k 51.87
CSX Corporation (CSX) 0.0 $451k 15k 30.75
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.0 $445k 9.4k 47.14
O'reilly Automotive (ORLY) 0.0 $443k 487.00 908.86
iShares S&P SmallCap 600 Index (IJR) 0.0 $441k 4.7k 94.33
Vanguard Mid-Cap Value ETF (VOE) 0.0 $441k 3.4k 130.96
Bank of New York Mellon Corporation (BK) 0.0 $441k 10k 42.65
iShares Lehman Aggregate Bond (AGG) 0.0 $429k 4.6k 94.04
Charles Schwab Corporation (SCHW) 0.0 $423k 7.7k 54.90
Kraft Heinz (KHC) 0.0 $415k 12k 33.64
Intuitive Surgical (ISRG) 0.0 $410k 1.4k 292.29
Intuit (INTU) 0.0 $408k 799.00 510.94
BP (BP) 0.0 $396k 10k 38.72
Citigroup (C) 0.0 $390k 9.5k 41.13
Paychex (PAYX) 0.0 $385k 3.3k 115.33
Xylem (XYL) 0.0 $385k 4.2k 91.03
Mettler-Toledo International (MTD) 0.0 $383k 346.00 1108.07
Apa Corporation (APA) 0.0 $383k 9.3k 41.10
Cigna Corp (CI) 0.0 $376k 1.3k 286.07
Cadence Design Systems (CDNS) 0.0 $369k 1.6k 234.30
EOG Resources (EOG) 0.0 $368k 2.9k 126.76
Northrop Grumman Corporation (NOC) 0.0 $368k 836.00 440.20
First Solar (FSLR) 0.0 $368k 2.3k 161.59
Truist Financial Corp equities (TFC) 0.0 $366k 13k 28.61
Agnico (AEM) 0.0 $352k 7.7k 45.45
Martin Marietta Materials (MLM) 0.0 $345k 840.00 410.48
Flexshares Tr discp dur mbs (MBSD) 0.0 $331k 17k 19.73
Baxter International (BAX) 0.0 $331k 8.8k 37.74
DTE Energy Company (DTE) 0.0 $331k 3.3k 99.28
Taiwan Semiconductor Mfg (TSM) 0.0 $330k 3.8k 86.90
iShares Russell 2000 Value Index (IWN) 0.0 $323k 2.4k 135.55
Pimco Etf Tr 0-5 high yield (HYS) 0.0 $319k 3.5k 90.30
Vanguard High Dividend Yield ETF (VYM) 0.0 $316k 3.1k 103.32
Constellation Brands (STZ) 0.0 $315k 1.3k 251.33
McKesson Corporation (MCK) 0.0 $312k 718.00 434.85
Yum! Brands (YUM) 0.0 $312k 2.5k 124.94
Spdr Ser Tr 1 3 hgh yield (BIL) 0.0 $310k 3.4k 91.82
Moody's Corporation (MCO) 0.0 $308k 973.00 316.17
GSK (GSK) 0.0 $307k 8.5k 36.25
Bank Of Montreal Cadcom (BMO) 0.0 $306k 3.6k 84.37
Autodesk (ADSK) 0.0 $299k 1.4k 206.91
Chipotle Mexican Grill (CMG) 0.0 $291k 159.00 1831.83
iShares Russell 1000 Growth Index (IWF) 0.0 $291k 1.1k 265.99
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $285k 5.3k 53.52
Arrow Manufacturing 0.0 $284k 463.00 613.34
Vanguard Sht Term Govt Bond ETF (VGSH) 0.0 $283k 4.9k 57.60
iShares S&P MidCap 400 Growth (IJK) 0.0 $275k 3.8k 72.24
SPDR S&P Emerging Markets (SPEM) 0.0 $274k 8.2k 33.57
Sch Fnd Intl Lg Etf (FNDF) 0.0 $271k 8.5k 31.67
Vanguard Europe Pacific ETF (VEA) 0.0 $270k 6.2k 43.72
Ishares Tr rus200 grw idx (IWY) 0.0 $266k 1.7k 153.83
Paypal Holdings (PYPL) 0.0 $263k 4.5k 58.46
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $263k 2.9k 91.59
Cummins (CMI) 0.0 $263k 1.2k 228.46
Tractor Supply Company (TSCO) 0.0 $260k 1.3k 203.05
United Rentals (URI) 0.0 $258k 581.00 444.57
SPDR Gold Trust (GLD) 0.0 $254k 1.5k 171.45
Stryker Corporation (SYK) 0.0 $253k 927.00 273.27
Boston Scientific Corporation (BSX) 0.0 $253k 4.8k 52.80
iShares S&P 500 Index (IVV) 0.0 $253k 588.00 429.43
Best Buy (BBY) 0.0 $245k 3.5k 69.47
Exelon Corporation (EXC) 0.0 $241k 6.4k 37.79
Vanguard Dividend Appreciation ETF (VIG) 0.0 $237k 1.5k 155.38
Monster Beverage Corp (MNST) 0.0 $235k 4.4k 52.95
Public Service Enterprise (PEG) 0.0 $232k 4.1k 56.91
Asml Holding (ASML) 0.0 $230k 391.00 588.66
Global X Fds us pfd etf (PFFD) 0.0 $226k 12k 18.81
American Tower Reit (AMT) 0.0 $223k 1.4k 164.45
Cardinal Health (CAH) 0.0 $222k 2.6k 86.82
Masco Corporation (MAS) 0.0 $222k 4.1k 53.45
iShares Barclays TIPS Bond Fund (TIP) 0.0 $220k 2.1k 103.72
iShares Russell 1000 Index (IWB) 0.0 $220k 935.00 234.91
Digital Realty Trust (DLR) 0.0 $220k 1.8k 121.02
Enbridge (ENB) 0.0 $218k 6.6k 33.19
FedEx Corporation (FDX) 0.0 $215k 813.00 264.92
Ishares Tr aaa a rated cp (QLTA) 0.0 $213k 4.7k 45.08
Toyota Motor Corporation (TM) 0.0 $211k 1.2k 179.75
Metropcs Communications (TMUS) 0.0 $210k 1.5k 140.05
State Street Corporation (STT) 0.0 $210k 3.1k 66.96
iShares Russell 1000 Value Index (IWD) 0.0 $209k 1.4k 151.82
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $205k 3.5k 58.79
Arrow Financial Corporation (AROW) 0.0 $201k 12k 17.02
Golub Capital BDC (GBDC) 0.0 $180k 12k 14.67
Legg Mason Bw Global Income (BWG) 0.0 $140k 19k 7.51
Deutsche Bank Ag-registered (DB) 0.0 $110k 10k 10.99
Transcoastal (TCEC) 0.0 $0 244k 0.00