Mascoma Wealth Management

Mascoma Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 615 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 10.5 $30M 84k 358.65
Jpmorgan Ultra-short Income Etf Etf (JPST) 9.7 $28M 558k 50.16
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 7.0 $20M 250k 80.18
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 5.4 $16M 317k 49.28
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.0 $12M 320k 36.36
Ishares Select Dividend Etf Etf (DVY) 3.9 $11M 106k 107.22
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 3.2 $9.2M 96k 96.11
Ishares Msci Kld 400 Social Etf Etf (DSI) 2.5 $7.2M 108k 66.97
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 2.4 $6.8M 192k 35.47
Pimco Active Bond Etf Etf (BOND) 2.3 $6.6M 73k 89.72
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.2 $6.4M 97k 66.10
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 2.0 $5.7M 114k 50.01
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.8 $5.1M 174k 29.22
Apple Stock (AAPL) 1.7 $4.9M 36k 138.19
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.6 $4.7M 21k 219.24
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT) 1.5 $4.3M 44k 98.19
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 1.4 $4.2M 85k 49.10
Spdr Blackstone Senior Loan Etf Etf (SRLN) 1.4 $3.9M 96k 40.87
Fidelity Msci Health Care Index Etf Etf (FHLC) 1.2 $3.6M 62k 57.66
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.1 $3.1M 32k 96.34
Ishares Core S&p Small Cap Etf Etf (IJR) 1.1 $3.1M 35k 87.20
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.0 $2.9M 93k 31.04
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 1.0 $2.8M 119k 23.49
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.9 $2.7M 52k 51.23
Invesco Qqq Trust Etf (QQQ) 0.9 $2.5M 9.5k 267.27
Vanguard Dividend Appreciation Etf Etf (VIG) 0.9 $2.5M 19k 135.17
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.9 $2.5M 60k 40.90
Vanguard Small-cap Etf Etf (VB) 0.9 $2.5M 14k 170.91
Verizon Communications Stock (VZ) 0.8 $2.4M 62k 37.97
Ishares U.s. Medical Devices Etf Etf (IHI) 0.8 $2.4M 50k 47.18
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.7 $2.1M 37k 56.14
First Trust Water Etf Etf (FIW) 0.7 $2.1M 29k 71.82
Microsoft Corp Stock (MSFT) 0.7 $2.0M 8.6k 232.85
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.6 $1.8M 38k 46.45
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.7M 5.1k 328.32
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.6 $1.7M 55k 30.66
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.5 $1.5M 27k 57.00
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.5 $1.4M 47k 30.87
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH) 0.5 $1.4M 47k 29.74
Pfizer Stock (PFE) 0.5 $1.3M 31k 43.75
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.5 $1.3M 15k 90.90
Fidelity Msci Utilities Index Etf Etf (FUTY) 0.4 $1.2M 29k 42.22
Ishares Core S&p Us Value Etf Etf (IUSV) 0.4 $1.1M 18k 62.63
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.4 $1.1M 28k 39.93
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.4 $1.0M 46k 22.08
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $951k 3.6k 267.13
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.3 $942k 24k 38.58
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $938k 38k 24.75
Amazon Stock (AMZN) 0.3 $927k 8.2k 113.05
Union Pac Corp Stock (UNP) 0.3 $878k 4.5k 194.76
Amgen Stock (AMGN) 0.3 $860k 3.8k 225.43
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $846k 6.2k 135.99
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.3 $820k 17k 48.97
Exxon Mobil Corp Stock (XOM) 0.3 $732k 8.4k 87.27
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $716k 2.0k 357.29
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $700k 9.4k 74.29
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.2 $675k 15k 45.55
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $633k 6.1k 103.92
Trimas Corp Stock (TRS) 0.2 $627k 25k 25.08
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.2 $620k 7.3k 84.90
Vanguard Real Estate Etf Etf (VNQ) 0.2 $547k 6.8k 80.13
Costco Whsl Corp Stock (COST) 0.2 $543k 1.2k 472.17
Thermo Fisher Scientific Stock (TMO) 0.2 $542k 1.1k 507.49
Liberty Media Corp Del Com A Siriusxm Stock 0.2 $533k 14k 38.07
Unitedhealth Group Stock (UNH) 0.2 $531k 1.1k 504.75
Ishares Russell 2000 Etf Etf (IWM) 0.2 $529k 3.2k 164.80
United Parcel Service Inc Cl B Stock (UPS) 0.2 $527k 3.3k 161.66
Ishares Short Treasury Bond Etf Etf (SHV) 0.2 $517k 4.7k 110.00
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $485k 11k 44.45
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.2 $465k 14k 32.21
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.2 $453k 16k 27.66
Ishares Ibonds Dec 2023 Term Treasury Etf Etf 0.2 $444k 18k 24.80
Pepsico Stock (PEP) 0.2 $440k 2.7k 163.27
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.1 $433k 12k 35.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $423k 4.4k 95.70
Automatic Data Processing Stock (ADP) 0.1 $420k 1.9k 225.93
Home Depot Stock (HD) 0.1 $410k 1.5k 276.09
Raytheon Technologies Corp Stock (RTX) 0.1 $406k 5.0k 81.90
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) 0.1 $394k 19k 20.56
Johnson & Johnson Stock (JNJ) 0.1 $377k 2.3k 163.20
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.1 $375k 7.6k 49.67
Howmet Aerospace Stock (HWM) 0.1 $361k 12k 30.96
Ishares Tips Bond Etf Etf (TIP) 0.1 $359k 3.4k 104.79
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.1 $358k 2.5k 145.82
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.1 $355k 15k 23.89
Ishares Core Growth Allocation Etf Etf (AOR) 0.1 $348k 7.8k 44.74
International Business Machs Stock (IBM) 0.1 $345k 2.9k 118.80
Jpmorgan Chase & Co Stock (JPM) 0.1 $341k 3.3k 104.41
Procter And Gamble Stock (PG) 0.1 $337k 2.7k 126.36
Ishares Msci Eafe Etf Etf (EFA) 0.1 $331k 5.9k 55.96
Abbvie Stock (ABBV) 0.1 $324k 2.4k 134.38
Lilly Eli & Co Stock (LLY) 0.1 $323k 999.00 323.32
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $297k 3.7k 79.45
Tesla Stock (TSLA) 0.1 $297k 1.1k 265.18
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $296k 8.1k 36.53
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $291k 5.0k 57.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $290k 3.0k 96.03
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $283k 3.2k 88.58
Vanguard Mid-cap Etf Etf (VO) 0.1 $256k 1.4k 187.68
Mcdonalds Corp Stock (MCD) 0.1 $253k 1.1k 230.42
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH) 0.1 $241k 2.7k 88.57
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $231k 4.8k 48.12
Visa Inc Com Cl A Stock (V) 0.1 $223k 1.3k 177.41
Intel Corp Stock (INTC) 0.1 $218k 8.5k 25.74
Humana Stock (HUM) 0.1 $209k 430.00 486.05
Vanguard Information Technology Etf Etf (VGT) 0.1 $207k 674.00 307.12
Cisco Sys Stock (CSCO) 0.1 $205k 5.1k 40.03
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $202k 2.3k 89.78
Grainger W W Stock (GWW) 0.1 $201k 411.00 489.05
Nuveen Mun Value Cef (NUV) 0.1 $199k 24k 8.47
Nextera Energy Stock (NEE) 0.1 $196k 2.5k 78.21
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.1 $194k 3.4k 57.09
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $192k 4.0k 48.30
Deere & Co Stock (DE) 0.1 $191k 573.00 333.33
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $190k 4.8k 39.92
Coca Cola Stock (KO) 0.1 $189k 3.4k 56.15
Cambridge Bancorp Stock (CATC) 0.1 $189k 2.4k 79.58
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $183k 2.9k 62.76
Boeing Stock (BA) 0.1 $178k 1.5k 121.09
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $176k 438.00 401.83
Ishares International Equity Factor Etf Etf (INTF) 0.1 $174k 8.3k 20.89
Lockheed Martin Corp Stock (LMT) 0.1 $174k 450.00 386.67
Cvs Health Corp Stock (CVS) 0.1 $166k 1.7k 95.18
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $166k 2.7k 60.56
Merck & Co Stock (MRK) 0.1 $165k 1.9k 86.12
Abbott Labs Stock (ABT) 0.1 $163k 1.7k 96.79
Honeywell Intl Stock (HON) 0.1 $161k 966.00 166.67
Clean Energy Fuels Corp Stock (CLNE) 0.1 $160k 30k 5.35
First Trust Capital Strength Etf Etf (FTCS) 0.1 $148k 2.2k 66.40
Waste Mgmt Inc Del Stock (WM) 0.0 $144k 900.00 160.00
Ishares Core High Dividend Etf Etf (HDV) 0.0 $143k 1.6k 91.43
Danaher Corporation Stock (DHR) 0.0 $139k 538.00 258.36
Mercadolibre Stock (MELI) 0.0 $138k 167.00 826.35
Mastercard Incorporated Cl A Stock (MA) 0.0 $136k 479.00 283.92
Royce Value Tr Cef (RVT) 0.0 $136k 11k 12.57
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $135k 2.4k 55.42
Dnp Select Income Cef (DNP) 0.0 $132k 13k 10.34
Travelers Companies Stock (TRV) 0.0 $131k 857.00 152.86
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $130k 2.8k 45.97
Jpmorgan Income Etf Etf (JPIE) 0.0 $130k 2.9k 44.22
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $130k 1.4k 91.87
Chevron Corp Stock (CVX) 0.0 $129k 899.00 143.49
Meta Platforms Inc Cl A Stock (META) 0.0 $129k 950.00 135.79
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $127k 1.3k 94.63
Lam Research Corp Stock (LRCX) 0.0 $126k 345.00 365.22
Cigna Corp Stock (CI) 0.0 $125k 451.00 277.16
3M Stock (MMM) 0.0 $125k 1.1k 110.72
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.0 $124k 2.5k 50.51
Tjx Cos Stock (TJX) 0.0 $122k 2.0k 62.15
Conocophillips Stock (COP) 0.0 $122k 1.2k 102.18
Casella Waste Sys Inc Cl A Stock (CWST) 0.0 $122k 1.6k 76.25
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.0 $115k 2.7k 41.97
Illinois Tool Wks Stock (ITW) 0.0 $113k 626.00 180.51
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $112k 1.3k 87.50
Carrier Global Corporation Stock (CARR) 0.0 $110k 3.1k 35.55
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $109k 2.8k 38.98
Emerson Elec Stock (EMR) 0.0 $109k 1.5k 73.40
Elevance Health Stock (ELV) 0.0 $109k 240.00 454.17
General Dynamics Corp Stock (GD) 0.0 $109k 516.00 211.24
American Express Stock (AXP) 0.0 $109k 809.00 134.73
Nvidia Corporation Stock (NVDA) 0.0 $107k 879.00 121.73
Alcoa Corp Stock (AA) 0.0 $107k 3.2k 33.54
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $102k 3.0k 34.13
Comcast Corp New Cl A Stock (CMCSA) 0.0 $100k 3.4k 29.25
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.0 $98k 4.2k 23.20
Guardant Health Stock (GH) 0.0 $97k 1.8k 53.71
Ishares Exponential Technologies Etf Etf (XT) 0.0 $97k 2.2k 44.68
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $95k 2.5k 38.45
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $93k 4.9k 19.17
Ishares Biotechnology Etf Etf (IBB) 0.0 $92k 788.00 116.75
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $91k 1.8k 50.67
Gilead Sciences Stock (GILD) 0.0 $91k 1.5k 61.49
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $91k 2.6k 34.87
Zoetis Inc Cl A Stock (ZTS) 0.0 $91k 613.00 148.45
Otis Worldwide Corp Stock (OTIS) 0.0 $91k 1.4k 63.86
Vanguard Health Care Etf Etf (VHT) 0.0 $87k 389.00 223.65
Aon Plc Shs Cl A Stock (AON) 0.0 $87k 323.00 269.35
Ishares Core Conservative Allocation Etf Etf (AOK) 0.0 $83k 2.5k 32.64
Ishares Esg Aware Growth Allocation Etf Etf (EAOR) 0.0 $82k 3.3k 24.68
Blackrock Stock (BLK) 0.0 $82k 149.00 550.34
Air Prods & Chems Stock (APD) 0.0 $82k 352.00 232.95
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $82k 638.00 128.53
Fidelity Msci Financials Index Etf Etf (FNCL) 0.0 $82k 1.9k 43.02
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $81k 7.0k 11.62
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $80k 1.6k 50.00
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $80k 311.00 257.23
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE) 0.0 $79k 3.3k 23.94
Paychex Stock (PAYX) 0.0 $79k 707.00 111.74
Solid Power Inc Class A Stock (SLDP) 0.0 $78k 15k 5.29
Walmart Stock (WMT) 0.0 $78k 604.00 129.14
Public Storage Reit (PSA) 0.0 $78k 266.00 293.23
Texas Instrs Stock (TXN) 0.0 $78k 505.00 154.46
Trane Technologies Stock (TT) 0.0 $76k 524.00 145.04
Wells Fargo Stock (WFC) 0.0 $76k 1.9k 40.23
Virtus Total Return Cef (ZTR) 0.0 $74k 12k 6.22
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $74k 3.0k 24.27
Bristol-myers Squibb Stock (BMY) 0.0 $74k 1.0k 71.36
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.0 $72k 2.1k 33.88
Cohen & Steers Total Return Rl Cef (RFI) 0.0 $71k 5.9k 12.14
Toronto Dominion Bk Ont Stock (TD) 0.0 $70k 1.1k 61.19
Stanley Black & Decker Stock (SWK) 0.0 $69k 923.00 74.76
Salesforce Stock (CRM) 0.0 $67k 467.00 143.47
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG) 0.0 $67k 940.00 71.28
Mckesson Corp Stock (MCK) 0.0 $63k 186.00 338.71
Teradyne Stock (TER) 0.0 $63k 844.00 74.64
At&t Stock (T) 0.0 $63k 4.1k 15.23
Kroger Stock (KR) 0.0 $61k 1.4k 43.63
Ishares Silver Trust Etf (SLV) 0.0 $60k 3.4k 17.57
Kimberly-clark Corp Stock (KMB) 0.0 $60k 536.00 111.94
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $60k 1.4k 42.77
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.0 $58k 1.0k 58.00
Canadian Natl Ry Stock (CNI) 0.0 $57k 532.00 107.14
Fulgent Genetics Stock (FLGT) 0.0 $57k 1.5k 37.90
Camden Natl Corp Stock (CAC) 0.0 $56k 1.3k 42.72
Tractor Supply Stock (TSCO) 0.0 $56k 300.00 186.67
Oreilly Automotive Stock (ORLY) 0.0 $56k 80.00 700.00
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $55k 760.00 72.37
Adobe Systems Incorporated Stock (ADBE) 0.0 $54k 197.00 274.11
Novocure Ltd Ord Stock (NVCR) 0.0 $54k 705.00 76.60
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $53k 672.00 78.87
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $52k 693.00 75.04
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $52k 317.00 164.04
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $52k 571.00 91.07
Oracle Corp Stock (ORCL) 0.0 $51k 840.00 60.71
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $51k 967.00 52.74
Arconic Corporation Stock 0.0 $50k 2.9k 17.15
Stryker Corporation Stock (SYK) 0.0 $50k 245.00 204.08
Progressive Corp Stock (PGR) 0.0 $50k 428.00 116.82
V F Corp Stock (VFC) 0.0 $49k 1.6k 29.93
Fedex Corp Stock (FDX) 0.0 $49k 330.00 148.48
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $48k 267.00 179.78
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $47k 967.00 48.60
Nike Inc Cl B Stock (NKE) 0.0 $46k 555.00 82.88
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $46k 450.00 102.22
Walker & Dunlop Stock (WD) 0.0 $45k 537.00 83.80
Edwards Lifesciences Corp Stock (EW) 0.0 $45k 545.00 82.57
Delta Air Lines Inc Del Stock (DAL) 0.0 $45k 1.6k 27.79
Norfolk Southn Corp Stock (NSC) 0.0 $44k 208.00 211.54
Marsh & Mclennan Cos Stock (MMC) 0.0 $44k 295.00 149.15
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 0.0 $44k 1.8k 25.10
Analog Devices Stock (ADI) 0.0 $43k 309.00 139.16
Avery Dennison Corp Stock (AVY) 0.0 $43k 262.00 164.12
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $43k 358.00 120.11
Disney Walt Stock (DIS) 0.0 $43k 456.00 94.30
Microchip Technology Stock (MCHP) 0.0 $42k 682.00 61.58
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $42k 1.4k 30.72
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.0 $41k 1.7k 24.09
Ishares Gold Trust Etf (IAU) 0.0 $41k 1.3k 31.49
Fidelity Msci Energy Index Etf Etf (FENY) 0.0 $41k 2.1k 19.71
Bar Hbr Bankshares Stock (BHB) 0.0 $40k 1.5k 26.68
Sea Ltd Sponsord Ads Adr (SE) 0.0 $40k 720.00 55.56
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $40k 600.00 66.67
Starbucks Corp Stock (SBUX) 0.0 $40k 471.00 84.93
Ishares Ibonds Dec 2022 Term Corporate Etf Etf 0.0 $40k 1.6k 24.83
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $40k 500.00 80.00
Dollar Gen Corp Stock (DG) 0.0 $40k 165.00 242.42
American Wtr Wks Stock (AWK) 0.0 $40k 309.00 129.45
Blackline Stock (BL) 0.0 $39k 652.00 59.82
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $39k 1.7k 22.65
Laboratory Corp Amer Hldgs Stock 0.0 $39k 190.00 205.26
Spdr Gold Shares Etf (GLD) 0.0 $39k 250.00 156.00
General Electric Stock (GE) 0.0 $39k 625.00 62.40
Blackstone Stock (BX) 0.0 $39k 470.00 82.98
Bk Of America Corp Stock (BAC) 0.0 $39k 1.3k 29.95
Msci Stock (MSCI) 0.0 $38k 89.00 426.97
Royal Caribbean Group Stock (RCL) 0.0 $38k 1.0k 38.00
American Tower Corp Reit (AMT) 0.0 $38k 179.00 212.29
M & T Bk Corp Stock (MTB) 0.0 $38k 217.00 175.12
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $38k 568.00 66.90
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.0 $38k 506.00 75.10
Citigroup Stock (C) 0.0 $38k 903.00 42.08
Tyson Foods Inc Cl A Stock (TSN) 0.0 $37k 562.00 65.84
Pimco Rafi Dynamic Multi-factor Emerging Markets Equity Etf Etf (MFEM) 0.0 $36k 2.2k 16.37
Agilent Technologies Stock (A) 0.0 $36k 300.00 120.00
Axon Enterprise Stock (AXON) 0.0 $36k 310.00 116.13
Lumentum Hldgs Stock (LITE) 0.0 $35k 510.00 68.63
Becton Dickinson & Co Stock (BDX) 0.0 $35k 156.00 224.36
Amplify Online Retail Etf Etf (IBUY) 0.0 $35k 880.00 39.77
Duke Energy Corp Stock (DUK) 0.0 $34k 362.00 93.92
Baxter Intl Stock (BAX) 0.0 $34k 622.00 54.66
Dte Energy Stock (DTE) 0.0 $34k 294.00 115.65
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $34k 240.00 141.67
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $34k 160.00 212.50
Federal Agric Mtg Corp Cl C Stock (AGM) 0.0 $34k 341.00 99.71
Onespaworld Holdings Stock (OSW) 0.0 $34k 4.1k 8.28
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $33k 1.0k 32.42
Nasdaq Stock (NDAQ) 0.0 $32k 564.00 56.74
General Mls Stock (GIS) 0.0 $31k 411.00 75.43
Keysight Technologies Stock (KEYS) 0.0 $31k 200.00 155.00
Enbridge Stock (ENB) 0.0 $31k 846.00 36.64
Corning Stock (GLW) 0.0 $30k 1.1k 28.57
East West Bancorp Stock (EWBC) 0.0 $29k 435.00 66.67
Eaton Corp Stock (ETN) 0.0 $29k 219.00 132.42
Medtronic Stock (MDT) 0.0 $29k 362.00 80.11
Sysco Corp Stock (SYY) 0.0 $29k 414.00 70.05
Price T Rowe Group Stock (TROW) 0.0 $29k 280.00 103.57
Dover Corp Stock (DOV) 0.0 $28k 238.00 117.65
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $28k 199.00 140.70
Us Bancorp Del Stock (USB) 0.0 $28k 690.00 40.58
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $28k 145.00 193.10
Digitalocean Hldgs Stock (DOCN) 0.0 $27k 751.00 35.95
Amphenol Corp New Cl A Stock (APH) 0.0 $27k 407.00 66.34
Target Corp Stock (TGT) 0.0 $27k 181.00 149.17
Alarm Com Hldgs Stock (ALRM) 0.0 $27k 417.00 64.75
Universal Health Rlty Income T Sh Ben Int Reit (UHT) 0.0 $27k 619.00 43.62
Ishares Core Moderate Allocation Etf Etf (AOM) 0.0 $26k 701.00 37.09
Kinsale Cap Group Stock (KNSL) 0.0 $26k 100.00 260.00
S&p Global Stock (SPGI) 0.0 $26k 84.00 309.52
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $26k 675.00 38.52
Ishares Russell Midcap Etf Etf (IWR) 0.0 $25k 406.00 61.58
Halliburton Stock (HAL) 0.0 $25k 1.0k 24.80
Paypal Hldgs Stock (PYPL) 0.0 $25k 289.00 86.51
Caterpillar Stock (CAT) 0.0 $25k 155.00 161.29
Invesco Solar Etf Etf (TAN) 0.0 $24k 322.00 74.53
Synaptics Stock (SYNA) 0.0 $24k 240.00 100.00
Broadcom Stock (AVGO) 0.0 $24k 54.00 444.44
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $23k 514.00 44.75
National Grid Plc Sponsored Adr Ne Adr (NGG) 0.0 $23k 440.00 52.27
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (ARTY) 0.0 $22k 927.00 23.73
Realty Income Corp Reit (O) 0.0 $22k 376.00 58.51
Lincoln Elec Hldgs Stock (LECO) 0.0 $21k 166.00 126.51
Ebay Stock (EBAY) 0.0 $20k 533.00 37.52
Ai Powered Equity Etf Etf 0.0 $20k 684.00 29.24
Dow Stock (DOW) 0.0 $20k 466.00 42.92
Spdr S&p Bank Etf Etf (KBE) 0.0 $20k 457.00 43.76
Phillips 66 Stock (PSX) 0.0 $20k 250.00 80.00
Ark Innovation Etf Etf (ARKK) 0.0 $20k 537.00 37.24
Patterson Cos Stock (PDCO) 0.0 $20k 824.00 24.27
Intercontinental Exchange Stock (ICE) 0.0 $19k 215.00 88.37
Merrimack Pharmaceuticals Stock 0.0 $19k 5.0k 3.80
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $19k 248.00 76.61
Webster Finl Corp Stock (WBS) 0.0 $19k 412.00 46.12
Pnc Finl Svcs Group Stock (PNC) 0.0 $19k 130.00 146.15
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $19k 263.00 72.24
Packaging Corp Amer Stock (PKG) 0.0 $18k 157.00 114.65
Fortis Stock (FTS) 0.0 $18k 478.00 37.66
Csx Corp Stock (CSX) 0.0 $18k 681.00 26.43
Roundhill Ball Metaverse Etf Etf (METV) 0.0 $17k 2.3k 7.56
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $17k 181.00 93.92
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $17k 532.00 31.95
Diageo Adr (DEO) 0.0 $17k 98.00 173.47
Vanguard Industrials Etf Etf (VIS) 0.0 $17k 108.00 157.41
Essential Utils Stock (WTRG) 0.0 $17k 405.00 41.98
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $17k 460.00 36.96
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.0 $17k 392.00 43.37
Ishares Esg Aware Aggressive Allocation Etf Etf (EAOA) 0.0 $17k 650.00 26.15
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $17k 1.6k 10.43
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.0 $16k 1.4k 11.69
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF) 0.0 $16k 384.00 41.67
Zscaler Stock (ZS) 0.0 $16k 97.00 164.95
Chubb Stock (CB) 0.0 $16k 88.00 181.82
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $16k 125.00 128.00
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $16k 250.00 64.00
Broadridge Finl Solutions Stock (BR) 0.0 $16k 111.00 144.14
Eaton Vance Mun Bd Cef (EIM) 0.0 $15k 1.5k 9.84
Constellation Energy Corp Stock (CEG) 0.0 $15k 178.00 84.27
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.0 $15k 346.00 43.35
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $15k 262.00 57.25
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN) 0.0 $15k 119.00 126.05
Ark Space Exploration & Innovation Etf Etf (ARKX) 0.0 $14k 1.2k 12.01
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.0 $14k 300.00 46.67
Schwab Charles Corp Stock (SCHW) 0.0 $14k 200.00 70.00
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $14k 350.00 40.00
Astrazeneca Adr (AZN) 0.0 $14k 264.00 53.03
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $14k 115.00 121.74
Logitech Intl S A Stock (LOGI) 0.0 $14k 306.00 45.75
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $14k 319.00 43.89
Blackrock Tcp Capital Corp Cef (TCPC) 0.0 $14k 1.2k 11.29
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $13k 1.8k 7.15
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $13k 280.00 46.43
Ingersoll Rand Stock (IR) 0.0 $13k 308.00 42.21
Brunswick Corp Stock (BC) 0.0 $13k 200.00 65.00
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.0 $13k 100.00 130.00
Metlife Stock (MET) 0.0 $13k 220.00 59.09
Blackrock Muni Income Tr Ii Cef (BLE) 0.0 $13k 1.3k 10.28
BP Adr (BP) 0.0 $13k 449.00 28.95
Invesco Mun Opportunity Tr Cef (VMO) 0.0 $13k 1.4k 9.21
Gan Stock (GAN) 0.0 $12k 5.6k 2.16
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO) 0.0 $12k 1.2k 10.08
Mge Energy Stock (MGEE) 0.0 $12k 180.00 66.67
Blackrock Municipal Income Cef (MUI) 0.0 $12k 1.1k 10.64
Ameriprise Finl Stock (AMP) 0.0 $12k 49.00 244.90
State Str Corp Stock (STT) 0.0 $12k 200.00 60.00
West Pharmaceutical Svsc Stock (WST) 0.0 $12k 50.00 240.00
U.s. Global Jets Etf Etf (JETS) 0.0 $11k 722.00 15.24
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 0.0 $11k 425.00 25.88
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $11k 922.00 11.93
Exelon Corp Stock (EXC) 0.0 $11k 293.00 37.54
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $11k 143.00 76.92
Rockwell Automation Stock (ROK) 0.0 $11k 50.00 220.00
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $11k 1.0k 11.00
Wec Energy Group Stock (WEC) 0.0 $11k 125.00 88.00
Gallagher Arthur J & Co Stock (AJG) 0.0 $11k 67.00 164.18
Svb Financial Group Stock (SIVBQ) 0.0 $11k 33.00 333.33
Vanguard Value Etf Etf (VTV) 0.0 $11k 90.00 122.22
Blackrock Munivest Cef (MVF) 0.0 $10k 1.4k 6.98
Monster Beverage Corp Stock (MNST) 0.0 $10k 118.00 84.75
Novavax Stock (NVAX) 0.0 $10k 528.00 18.94
Kraneshares Global Carbon Strategy Etf Etf (KRBN) 0.0 $10k 281.00 35.59
Palo Alto Networks Stock (PANW) 0.0 $10k 60.00 166.67
Vanguard Energy Etf Etf (VDE) 0.0 $10k 97.00 103.09
Snap On Stock (SNA) 0.0 $10k 50.00 200.00
Zimmer Biomet Holdings Stock (ZBH) 0.0 $10k 100.00 100.00
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $10k 125.00 80.00
Marathon Pete Corp Stock (MPC) 0.0 $10k 100.00 100.00
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $10k 250.00 40.00
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $10k 120.00 83.33
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 0.0 $10k 225.00 44.44
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE) 0.0 $10k 472.00 21.19
Southern Copper Corp Stock (SCCO) 0.0 $9.0k 207.00 43.48
Colgate Palmolive Stock (CL) 0.0 $9.0k 134.00 67.16
Ishares S&p 100 Etf Etf (OEF) 0.0 $9.0k 55.00 163.64
Dominion Energy Stock (D) 0.0 $9.0k 125.00 72.00
Annaly Capital Management Reit (NLY) 0.0 $9.0k 500.00 18.00
Constellation Brands Inc Cl A Stock (STZ) 0.0 $9.0k 38.00 236.84
Willis Towers Watson Stock (WTW) 0.0 $9.0k 43.00 209.30
Henry Schein Stock (HSIC) 0.0 $9.0k 132.00 68.18
Te Connectivity Stock (TEL) 0.0 $9.0k 83.00 108.43
Enterprise Prods Partners Stock (EPD) 0.0 $9.0k 380.00 23.68
GSK Adr (GSK) 0.0 $9.0k 292.00 30.82
Alkermes Stock (ALKS) 0.0 $9.0k 397.00 22.67
Mfs High Income Mun Tr Sh Ben Int Cef (CXE) 0.0 $8.0k 2.5k 3.18
Mdu Res Group Stock (MDU) 0.0 $8.0k 300.00 26.67
Masco Corp Stock (MAS) 0.0 $8.0k 163.00 49.08
Fastenal Stock (FAST) 0.0 $8.0k 184.00 43.48
Spdr Bloomberg International Treasury Bond Etf Etf (BWX) 0.0 $8.0k 405.00 19.75
Dt Midstream Stock (DTM) 0.0 $8.0k 147.00 54.42
Valero Energy Corp Stock (VLO) 0.0 $8.0k 75.00 106.67
Alerian Mlp Etf Etf (AMLP) 0.0 $8.0k 229.00 34.93
Altria Group Stock (MO) 0.0 $8.0k 200.00 40.00
Lowes Cos Stock (LOW) 0.0 $8.0k 40.00 200.00
Ishares Esg Advanced Msci Em Etf Etf (EMXF) 0.0 $8.0k 256.00 31.25
Vanguard Growth Etf Etf (VUG) 0.0 $8.0k 38.00 210.53
Diamondback Energy Stock (FANG) 0.0 $8.0k 70.00 114.29
Clorox Co Del Stock (CLX) 0.0 $8.0k 65.00 123.08
First Trust Consumer Discretionary Alphadex Fund Etf (FXD) 0.0 $8.0k 177.00 45.20
Honda Motor Ltd Amern Adr (HMC) 0.0 $8.0k 360.00 22.22
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $8.0k 234.00 34.19
Kontoor Brands Stock (KTB) 0.0 $8.0k 240.00 33.33
Stem Stock (STEM) 0.0 $8.0k 620.00 12.90
Ppl Corp Stock (PPL) 0.0 $7.0k 283.00 24.73
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $7.0k 92.00 76.09
Jpmorgan International Bond Opportunities Etf Etf (JPIB) 0.0 $7.0k 162.00 43.21
Hasbro Stock (HAS) 0.0 $7.0k 105.00 66.67
Firstenergy Corp Stock (FE) 0.0 $7.0k 200.00 35.00
Apple Hospitality Reit Reit (APLE) 0.0 $7.0k 500.00 14.00
Janus Henderson Small Cap Growth Alpha Etf Etf (JSML) 0.0 $7.0k 160.00 43.75
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $7.0k 200.00 35.00
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ) 0.0 $7.0k 691.00 10.13
Viatris Stock (VTRS) 0.0 $6.0k 754.00 7.96
Ford Mtr Co Del Stock (F) 0.0 $6.0k 525.00 11.43
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $6.0k 144.00 41.67
Ishares U.s. Home Construction Etf Etf (ITB) 0.0 $6.0k 109.00 55.05
Vanguard Financials Etf Etf (VFH) 0.0 $6.0k 84.00 71.43
Vanguard Communication Services Etf Etf (VOX) 0.0 $6.0k 73.00 82.19
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $6.0k 98.00 61.22
Sonoco Prods Stock (SON) 0.0 $6.0k 100.00 60.00
Ncr Corp Stock (VYX) 0.0 $6.0k 320.00 18.75
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $6.0k 20.00 300.00
Vanguard Materials Etf Etf (VAW) 0.0 $6.0k 40.00 150.00
Global X Russell 2000 Covered Call Etf Etf (RYLD) 0.0 $6.0k 300.00 20.00
Qualcomm Stock (QCOM) 0.0 $6.0k 55.00 109.09
Consolidated Edison Stock (ED) 0.0 $6.0k 67.00 89.55
Williams Cos Stock (WMB) 0.0 $6.0k 206.00 29.13
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.0 $6.0k 185.00 32.43
Ishares Esg Aware Moderate Allocation Etf Etf (EAOM) 0.0 $6.0k 276.00 21.74
Nuveen Quality Muncp Income Cef (NAD) 0.0 $5.0k 419.00 11.93
Millerknoll Stock (MLKN) 0.0 $5.0k 300.00 16.67
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $5.0k 300.00 16.67
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $5.0k 300.00 16.67
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $5.0k 112.00 44.64
Ishares International Select Dividend Etf Etf (IDV) 0.0 $5.0k 211.00 23.70
Ingredion Stock (INGR) 0.0 $5.0k 62.00 80.65
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $5.0k 124.00 40.32
Novartis Adr (NVS) 0.0 $5.0k 67.00 74.63
Discover Finl Svcs Stock (DFS) 0.0 $5.0k 54.00 92.59
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $5.0k 29.00 172.41
Occidental Pete Corp Stock (OXY) 0.0 $5.0k 80.00 62.50
Sturm Ruger & Co Stock (RGR) 0.0 $5.0k 100.00 50.00
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $5.0k 50.00 100.00
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $5.0k 128.00 39.06
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $5.0k 64.00 78.12
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $5.0k 23.00 217.39
Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $5.0k 22.00 227.27
Cerence Stock (CRNC) 0.0 $5.0k 328.00 15.24
Oneok Stock (OKE) 0.0 $5.0k 92.00 54.35
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $5.0k 150.00 33.33
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.0 $5.0k 182.00 27.47
Editas Medicine Stock (EDIT) 0.0 $5.0k 429.00 11.65
Invesco Bulletshares 2022 High Yield Corporate Bond Etf Etf 0.0 $5.0k 206.00 24.27
Blackrock Muniyield Quality Cef (MQT) 0.0 $4.0k 383.00 10.44
Blackrock Muniyield Cef (MYD) 0.0 $4.0k 421.00 9.50
Aviat Networks Stock (AVNW) 0.0 $4.0k 150.00 26.67
Akamai Technologies Stock (AKAM) 0.0 $4.0k 45.00 88.89
Celanese Corp Del Stock (CE) 0.0 $4.0k 45.00 88.89
Intuit Stock (INTU) 0.0 $4.0k 11.00 363.64
Expeditors Intl Wash Stock (EXPD) 0.0 $4.0k 50.00 80.00
Stericycle Stock (SRCL) 0.0 $4.0k 100.00 40.00
Canadian Imperial Bk Comm Toro Stock (CM) 0.0 $4.0k 80.00 50.00
Royal Bk Cda Stock (RY) 0.0 $4.0k 40.00 100.00
Bank Montreal Que Stock (BMO) 0.0 $4.0k 50.00 80.00
Eaton Vance Tax-managed Global Cef (EXG) 0.0 $4.0k 500.00 8.00
Parker-hannifin Corp Stock (PH) 0.0 $4.0k 17.00 235.29
Electronic Arts Stock (EA) 0.0 $4.0k 36.00 111.11
Alliancebernstein Natl Mun Inm Cef (AFB) 0.0 $4.0k 345.00 11.59
Xerox Holdings Corp Stock (XRX) 0.0 $4.0k 341.00 11.73
Kraneshares Electric Vehicles & Future Mobility Index Etf Etf (KARS) 0.0 $4.0k 142.00 28.17
Kraneshares European Carbon Allowance Strategy Etf Etf (KEUA) 0.0 $4.0k 170.00 23.53
Bank Nova Scotia Halifax Stock (BNS) 0.0 $4.0k 90.00 44.44
Shopify Inc Cl A Stock (SHOP) 0.0 $4.0k 130.00 30.77
Jpmorgan High Yield Research Enhanced Etf Etf (BBHY) 0.0 $4.0k 104.00 38.46
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Etf 0.0 $4.0k 180.00 22.22
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO) 0.0 $4.0k 180.00 22.22
Vaneck Gold Miners Etf Etf (GDX) 0.0 $4.0k 175.00 22.86
Voxx Intl Corp Cl A Stock (VOXX) 0.0 $4.0k 550.00 7.27
Putnam Managed Mun Income Tr Cef (PMM) 0.0 $4.0k 670.00 5.97
Safe Bulkers Stock (SB) 0.0 $3.0k 1.3k 2.26
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI) 0.0 $3.0k 364.00 8.24
Pimco Calif Mun Income Fd Iii Cef (PZC) 0.0 $3.0k 343.00 8.75
Cohen & Steers Infrastructure Cef (UTF) 0.0 $3.0k 147.00 20.41
Hackett Group Stock (HCKT) 0.0 $3.0k 190.00 15.79
Kinder Morgan Inc Del Stock (KMI) 0.0 $3.0k 190.00 15.79
Blackrock Munivest Fd Ii Cef (MVT) 0.0 $3.0k 319.00 9.40
Best Buy Stock (BBY) 0.0 $3.0k 54.00 55.56
Arrow Finl Corp Stock (AROW) 0.0 $3.0k 108.00 27.78
Shell Plc Spon Ads Adr (SHEL) 0.0 $3.0k 54.00 55.56
Bny Mellon Strategic Muns Cef (LEO) 0.0 $3.0k 557.00 5.39
Cms Energy Corp Stock (CMS) 0.0 $3.0k 45.00 66.67
Ecolab Stock (ECL) 0.0 $3.0k 18.00 166.67
Topbuild Corp Stock (BLD) 0.0 $3.0k 18.00 166.67
Prudential Finl Stock (PRU) 0.0 $3.0k 33.00 90.91
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $3.0k 11.00 272.73
Qorvo Stock (QRVO) 0.0 $3.0k 33.00 90.91
Philip Morris Intl Stock (PM) 0.0 $3.0k 31.00 96.77
Idexx Labs Stock (IDXX) 0.0 $3.0k 8.00 375.00
Harley Davidson Stock (HOG) 0.0 $3.0k 100.00 30.00
Whirlpool Corp Stock (WHR) 0.0 $3.0k 24.00 125.00
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.0 $3.0k 75.00 40.00
Entergy Corp Stock (ETR) 0.0 $3.0k 25.00 120.00
Blackrock Enhanced Global Divi Cef (BOE) 0.0 $3.0k 300.00 10.00
Invesco Tr Invt Grade Muns Cef (VGM) 0.0 $3.0k 320.00 9.38
Kyndryl Hldgs Stock (KD) 0.0 $3.0k 400.00 7.50
Nucor Corp Stock (NUE) 0.0 $3.0k 27.00 111.11
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $3.0k 19.00 157.89
Ishares Mbs Etf Etf (MBB) 0.0 $3.0k 36.00 83.33
Morgan Stanley Stock (MS) 0.0 $3.0k 43.00 69.77
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU) 0.0 $3.0k 844.00 3.55
Borgwarner Stock (BWA) 0.0 $3.0k 111.00 27.03
Federated Hermes Prem Muni Inm Cef (FMN) 0.0 $3.0k 333.00 9.01
Xpo Logistics Stock (XPO) 0.0 $3.0k 70.00 42.86
Bny Mellon Strategic Mun Bd Cef (DSM) 0.0 $3.0k 565.00 5.31
Haleon Plc Spon Ads Adr (HLN) 0.0 $2.0k 365.00 5.48
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.0 $2.0k 58.00 34.48
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.0 $2.0k 88.00 22.73
Kellogg Stock (K) 0.0 $2.0k 33.00 60.61
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $2.0k 30.00 66.67
Activision Blizzard Stock 0.0 $2.0k 25.00 80.00
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $2.0k 32.00 62.50
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $2.0k 80.00 25.00
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $2.0k 100.00 20.00
Schwab 1000 Index Etf Etf (SCHK) 0.0 $2.0k 50.00 40.00
Wrap Technologies Stock (WRAP) 0.0 $2.0k 1.0k 2.00
Healthpeak Properties Reit (DOC) 0.0 $2.0k 100.00 20.00
Biogen Stock (BIIB) 0.0 $2.0k 9.00 222.22
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $2.0k 15.00 133.33
Spdr Ssga Gender Diversity Index Etf Etf (SHE) 0.0 $2.0k 29.00 68.97
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $2.0k 14.00 142.86
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.0 $2.0k 91.00 21.98
Gxo Logistics Incorporated Stock (GXO) 0.0 $2.0k 70.00 28.57
Wheels Up Experience Inc Com Cl A Stock 0.0 $1.0k 600.00 1.67
Tilray Brands Inc Com Cl 2 Stock (TLRY) 0.0 $1.0k 340.00 2.94
Blackrock Munihldngs Cali Qlty Cef (MUC) 0.0 $1.0k 108.00 9.26
Opendoor Technologies Stock (OPEN) 0.0 $1.0k 445.00 2.25
Blackrock Muniyield N Y Qualit Cef (MYN) 0.0 $1.0k 60.00 16.67
Victorias Secret And Stock (VSCO) 0.0 $1.0k 31.00 32.26
United Airls Hldgs Stock (UAL) 0.0 $1.0k 24.00 41.67
Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.0 $1.0k 24.00 41.67
Splunk Stock 0.0 $1.0k 19.00 52.63
On Semiconductor Corp Stock (ON) 0.0 $1.0k 10.00 100.00
Sun Life Financial Stock (SLF) 0.0 $1.0k 20.00 50.00
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $1.0k 80.00 12.50
Conns Stock (CONNQ) 0.0 $1.0k 200.00 5.00
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $1.0k 8.00 125.00
Hancock John Invs Tr Cef (JHI) 0.0 $1.0k 50.00 20.00
Sarepta Therapeutics Stock (SRPT) 0.0 $1.0k 5.00 200.00
Alibaba Group Hldg Adr (BABA) 0.0 $1.0k 16.00 62.50
Fidelity Blue Chip Value Etf Etf (FBCV) 0.0 $1.0k 25.00 40.00
Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $1.0k 200.00 5.00
Ishares Convertible Bond Etf Etf (ICVT) 0.0 $999.999600 12.00 83.33
Blackrock Muniyield Quality Cef (MYI) 0.0 $999.999500 85.00 11.76
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $999.999000 35.00 28.57
Embecta Corp Stock (EMBC) 0.0 $999.999000 27.00 37.04
Blackrock Muniyild Qult Cef (MQY) 0.0 $999.998600 46.00 21.74
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $999.997800 51.00 19.61
Pitney Bowes Stock (PBI) 0.0 $999.984000 415.00 2.41
American Elec Pwr Stock (AEP) 0.0 $0 2.00 0.00
Wabtec Stock (WAB) 0.0 $0 6.00 0.00
Pimco Mun Income Cef (PMF) 0.0 $0 38.00 0.00
Blackrock Munihldgs Ny Qlty Cef (MHN) 0.0 $0 48.00 0.00
Etfmg Alternative Harvest Etf Etf 0.0 $0 60.00 0.00
Conduent Stock (CNDT) 0.0 $0 40.00 0.00
Canopy Growth Corp Stock 0.0 $0 10.00 0.00
Cronos Group Stock (CRON) 0.0 $0 24.00 0.00
Invesco Growth Multi-asset Allocation Etf Etf 0.0 $0 3.00 0.00
Rubius Therapeutics Stock 0.0 $0 1.0k 0.00
Navios Maritime Holdings Stock 0.0 $0 18.00 0.00
Capstone Green Energy Corp Stock 0.0 $0 2.00 0.00
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) 0.0 $0 7.00 0.00
Aurora Cannabis Stock 0.0 $0 4.00 0.00
Fidelity Blue Chip Growth Etf Etf (FBCG) 0.0 $0 20.00 0.00
Organon & Co Stock (OGN) 0.0 $0 6.00 0.00
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg Stock 0.0 $0 2.00 0.00
Orion Office Reit Reit (ONL) 0.0 $0 24.00 0.00
Zimvie Stock (ZIMV) 0.0 $0 10.00 0.00
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $0 10.00 0.00