Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 338,791 | -3,749 | $65,227 |
AAPL | 338,791 | -3,749 | $65,227 |
PALO ALTO NETWORKS INC | 155,531 | -3,331 | $45,863 |
PANW | 155,531 | -3,331 | $45,863 |
QUANTA SVCS INC | 209,951 | -1,854 | $45,307 |
PWR | 209,951 | -1,854 | $45,307 |
VISA INC | 154,156 | -1,955 | $40,135 |
V | 154,156 | -1,955 | $40,135 |
AMAZON COM INC | 235,958 | -2,765 | $35,851 |
AMZN | 235,958 | -2,765 | $35,851 |
ALPHABET INC | 253,993 | -3,441 | $35,795 |
GOOG | 253,993 | -3,441 | $35,795 |
IQVIA HLDGS INC | 146,375 | -1,279 | $33,868 |
IQV | 146,375 | -1,279 | $33,868 |
BOOKING HOLDINGS INC | 8,873 | -63 | $31,474 |
BKNG | 8,873 | -63 | $31,474 |
META PLATFORMS INC | 88,041 | -600 | $31,163 |
META | 88,041 | -600 | $31,163 |
DEERE & CO | 72,963 | +22 | $29,176 |
DE | 72,963 | +22 | $29,176 |
ALPHABET INC | 208,078 | -3,129 | $29,066 |
GOOGL | 208,078 | -3,129 | $29,066 |
REGENERON PHARMACEUTICALS | 32,225 | -371 | $28,303 |
REGN | 32,225 | -371 | $28,303 |
BECTON DICKINSON & CO | 96,234 | -301 | $23,465 |
BDX | 96,234 | -301 | $23,465 |
RESMED INC | 136,383 | -271 | $23,461 |
RMD | 136,383 | -271 | $23,461 |
JACOBS SOLUTIONS INC | 179,573 | -1,186 | $23,309 |
J | 179,573 | -1,186 | $23,309 |
PEPSICO INC | 135,441 | -599 | $23,003 |
PEP | 135,441 | -599 | $23,003 |
UBER TECHNOLOGIES INC | 344,068 | -5,742 | $21,184 |
UBER | 344,068 | -5,742 | $21,184 |
STARBUCKS CORP | 205,867 | -895 | $19,765 |
SBUX | 205,867 | -895 | $19,765 |
AIR PRODS & CHEMS INC | 69,164 | -593 | $18,937 |
APD | 69,164 | -593 | $18,937 |
SCHWAB STRATEGIC TR | 296,589 | -20,783 | $18,371 |
FNDX | 296,589 | -20,783 | $18,371 |
UNITED PARCEL SERVICE INC | 115,686 | -1,296 | $18,189 |
UPS | 115,686 | -1,296 | $18,189 |
ZEBRA TECHNOLOGIES CORPORATI | 52,923 | -1,449 | $14,465 |
ZBRA | 52,923 | -1,449 | $14,465 |
NIKE INC | 132,745 | -662 | $14,412 |
NKE | 132,745 | -662 | $14,412 |
DISNEY WALT CO | 154,349 | -318 | $13,936 |
DIS | 154,349 | -318 | $13,936 |
AMERICAN TOWER CORP NEW | 58,963 | -341 | $12,729 |
AMT | 58,963 | -341 | $12,729 |
NVIDIA CORPORATION | 24,210 | +68 | $11,989 |
NVDA | 24,210 | +68 | $11,989 |
SPLUNK INC | 76,854 | -2,883 | $11,709 |
SPLK | 76,854 | -2,883 | $11,709 |
APTIV PLC | 125,157 | +1,527 | $11,229 |
APTV | 125,157 | +1,527 | $11,229 |
PAYPAL HLDGS INC | 172,346 | -8,055 | $10,584 |
PYPL | 172,346 | -8,055 | $10,584 |
INVITATION HOMES INC | 292,408 | -4,271 | $9,974 |
INVH | 292,408 | -4,271 | $9,974 |
BROOKFIELD RENEWABLE CORP | 342,337 | -62,939 | $9,856 |
BEPC | 342,337 | -62,939 | $9,856 |
ECOLAB INC | 47,142 | +16 | $9,351 |
ECL | 47,142 | +16 | $9,351 |
VANGUARD INDEX FDS (VOO) | 21,332 | +911 | $9,318 |
VOO | 21,332 | +911 | $9,318 |
MICROSOFT CORP | 24,428 | -251 | $9,186 |
MSFT | 24,428 | -251 | $9,186 |
EXXON MOBIL CORP | 88,341 | -686 | $8,832 |
XOM | 88,341 | -686 | $8,832 |
VEEVA SYS INC | 43,462 | +1,845 | $8,367 |
VEEV | 43,462 | +1,845 | $8,367 |
VANGUARD INDEX FDS (VUG) | 26,619 | -3,428 | $8,275 |
VUG | 26,619 | -3,428 | $8,275 |
INTUITIVE SURGICAL INC | 23,004 | -223 | $7,761 |
ISRG | 23,004 | -223 | $7,761 |
JOHNSON & JOHNSON | 49,386 | -116 | $7,741 |
JNJ | 49,386 | -116 | $7,741 |
EDWARDS LIFESCIENCES CORP | 96,942 | +24,142 | $7,392 |
EW | 96,942 | +24,142 | $7,392 |
SCHWAB STRATEGIC TR | 210,519 | -11,100 | $7,101 |
FNDF | 210,519 | -11,100 | $7,101 |
SPDR S&P 500 ETF TR (SPY) | 14,917 | -448 | $7,090 |
SPY | 14,917 | -448 | $7,090 |
SPHERE ENTERTAINMENT CO | 185,238 | +185,238 | $6,291 |
SPHR | 185,238 | +185,238 | $6,291 |
VANGUARD INDEX FDS (VTV) | 41,062 | -7,823 | $6,139 |
VTV | 41,062 | -7,823 | $6,139 |
GLOBUS MED INC | 105,872 | -64,680 | $5,642 |
GMED | 105,872 | -64,680 | $5,642 |
CHEWY INC | 233,595 | -9,582 | $5,520 |
CHWY | 233,595 | -9,582 | $5,520 |
JPMORGAN CHASE & CO | 32,144 | -263 | $5,468 |
JPM | 32,144 | -263 | $5,468 |
KINDER MORGAN INC DEL | 290,456 | -1,417 | $5,124 |
KMI | 290,456 | -1,417 | $5,124 |
VAIL RESORTS INC | 22,721 | +21 | $4,850 |
MTN | 22,721 | +21 | $4,850 |
WALMART INC | 29,504 | -57 | $4,651 |
WMT | 29,504 | -57 | $4,651 |
DIAGEO PLC | 30,787 | -394 | $4,484 |
DEO | 30,787 | -394 | $4,484 |
COCA COLA CO | 63,090 | -1,113 | $3,718 |
KO | 63,090 | -1,113 | $3,718 |
INTERNATIONAL BUSINESS MACHS | 22,399 | UNCH | $3,663 |
IBM | 22,399 | UNCH | $3,663 |
VANGUARD MUN BD FDS (VTEB) | 68,399 | -25,755 | $3,492 |
VTEB | 68,399 | -25,755 | $3,492 |
AUTOMATIC DATA PROCESSING IN | 14,366 | UNCH | $3,347 |
ADP | 14,366 | UNCH | $3,347 |
SCHWAB STRATEGIC TR | 64,128 | -9,848 | $3,347 |
SCHP | 64,128 | -9,848 | $3,347 |
VANGUARD INDEX FDS (VTI) | 13,765 | -2 | $3,265 |
VTI | 13,765 | -2 | $3,265 |
ABBOTT LABS | 29,109 | UNCH | $3,204 |
ABT | 29,109 | UNCH | $3,204 |
ISHARES TR (HYG) | 38,953 | -18,795 | $3,015 |
HYG | 38,953 | -18,795 | $3,015 |
CISCO SYS INC | 58,853 | +451 | $2,973 |
CSCO | 58,853 | +451 | $2,973 |
PROCTER AND GAMBLE CO | 20,271 | -86 | $2,970 |
PG | 20,271 | -86 | $2,970 |
ABBVIE INC | 16,976 | +203 | $2,631 |
ABBV | 16,976 | +203 | $2,631 |
VANGUARD TAX MANAGED FDS (VEA) | 52,890 | -6,121 | $2,533 |
VEA | 52,890 | -6,121 | $2,533 |
HOME DEPOT INC | 7,149 | -86 | $2,478 |
HD | 7,149 | -86 | $2,478 |
VANGUARD INDEX FDS (VOE) | 15,907 | -140 | $2,307 |
VOE | 15,907 | -140 | $2,307 |
VANGUARD INDEX FDS (VB) | 10,064 | -120 | $2,147 |
VB | 10,064 | -120 | $2,147 |
ATLANTICA SUSTAINABLE INFR P | 96,562 | -110,756 | $2,076 |
AY | 96,562 | -110,756 | $2,076 |
LOWES COS INC | 9,010 | -44 | $2,005 |
LOW | 9,010 | -44 | $2,005 |
ISHARES TR (EFA) | 26,381 | -2,774 | $1,988 |
EFA | 26,381 | -2,774 | $1,988 |
VANGUARD SCOTTSDALE FDS (VCSH) | 23,109 | -1,952 | $1,788 |
VCSH | 23,109 | -1,952 | $1,788 |
ICON PLC | 6,210 | UNCH | $1,758 |
ICLR | 6,210 | UNCH | $1,758 |
MADISON SQUARE GARDEN ENTMT | 51,959 | -214,592 | $1,652 |
MSGE | 51,959 | -214,592 | $1,652 |
PFIZER INC | 56,826 | +598 | $1,636 |
PFE | 56,826 | +598 | $1,636 |
VANGUARD BD INDEX FDS (BND) | 21,090 | -1,421 | $1,551 |
BND | 21,090 | -1,421 | $1,551 |
VANGUARD INDEX FDS (VOT) | 6,784 | -319 | $1,490 |
VOT | 6,784 | -319 | $1,490 |
ISHARES TR (IEFA) | 20,822 | -220 | $1,465 |
IEFA | 20,822 | -220 | $1,465 |
FEDEX CORP | 5,724 | UNCH | $1,448 |
FDX | 5,724 | UNCH | $1,448 |
EVERCORE INC | 8,245 | -125 | $1,410 |
EVR | 8,245 | -125 | $1,410 |
ISHARES TR (IWF) | 4,556 | -28 | $1,381 |
IWF | 4,556 | -28 | $1,381 |
MCDONALDS CORP | 4,358 | UNCH | $1,292 |
MCD | 4,358 | UNCH | $1,292 |
PENUMBRA INC | 4,996 | +2,925 | $1,257 |
PEN | 4,996 | +2,925 | $1,257 |
AMERICAN EXPRESS CO | 6,633 | -123 | $1,243 |
AXP | 6,633 | -123 | $1,243 |
ISHARES TR (IVV) | 2,541 | -4 | $1,214 |
IVV | 2,541 | -4 | $1,214 |
BLACKROCK INC | 1,461 | -30 | $1,186 |
BLK | 1,461 | -30 | $1,186 |
UNION PAC CORP | 4,815 | +189 | $1,183 |
UNP | 4,815 | +189 | $1,183 |
DOCUSIGN INC | 19,754 | -6,699 | $1,174 |
DOCU | 19,754 | -6,699 | $1,174 |
INTEL CORP | 21,889 | UNCH | $1,100 |
INTC | 21,889 | UNCH | $1,100 |
XYLEM INC | 9,552 | UNCH | $1,092 |
XYL | 9,552 | UNCH | $1,092 |
GENERAL ELECTRIC CO | 8,498 | -236 | $1,085 |
GE | 8,498 | -236 | $1,085 |
CHEVRON CORP NEW | 7,042 | -359 | $1,050 |
CVX | 7,042 | -359 | $1,050 |
MOODYS CORP | 2,661 | -10 | $1,039 |
MCO | 2,661 | -10 | $1,039 |
ISHARES TR (EEM) | 24,804 | -1,800 | $997 |
EEM | 24,804 | -1,800 | $997 |
MERCK & CO INC | 9,106 | -683 | $993 |
MRK | 9,106 | -683 | $993 |
SCHWAB STRATEGIC TR | 17,653 | -663 | $977 |
FNDA | 17,653 | -663 | $977 |
CATERPILLAR INC | 3,284 | +52 | $971 |
CAT | 3,284 | +52 | $971 |
CSW INDUSTRIALS INC | 4,650 | -250 | $964 |
CSWI | 4,650 | -250 | $964 |
ILLUMINA INC | 6,861 | -15,750 | $955 |
ILMN | 6,861 | -15,750 | $955 |
PPG INDS INC | 6,384 | UNCH | $955 |
PPG | 6,384 | UNCH | $955 |
EMERSON ELEC CO | 9,556 | -551 | $930 |
EMR | 9,556 | -551 | $930 |
3 D SYS CORP DEL | 146,080 | -30,688 | $928 |
DDD | 146,080 | -30,688 | $928 |
PHILIP MORRIS INTL INC | 9,798 | -800 | $922 |
PM | 9,798 | -800 | $922 |
RTX CORPORATION | 10,902 | -423 | $917 |
RTX | 10,902 | -423 | $917 |
PROLOGIS INC. | 6,790 | UNCH | $905 |
PLD | 6,790 | UNCH | $905 |
BROOKFIELD CORP | 21,953 | -700 | $881 |
BN | 21,953 | -700 | $881 |
VANGUARD INDEX FDS (VBK) | 3,585 | -1,152 | $867 |
VBK | 3,585 | -1,152 | $867 |
ISHARES TR (IJH) | 3,037 | +2,029 | $842 |
IJH | 3,037 | +2,029 | $842 |
SCHLUMBERGER LTD | 15,640 | +665 | $814 |
SLB | 15,640 | +665 | $814 |
VANGUARD INTL EQUITY INDEX F (VWO) | 18,792 | +52 | $772 |
VWO | 18,792 | +52 | $772 |
CANADIAN PACIFIC KANSAS CITY | 9,422 | -600 | $745 |
CP | 9,422 | -600 | $745 |
EQUINIX INC | 879 | -20 | $708 |
EQIX | 879 | -20 | $708 |
GOLDMAN SACHS ETF TR (GSLC) | 7,541 | -6,132 | $707 |
GSLC | 7,541 | -6,132 | $707 |
ELI LILLY & CO | 1,105 | -111 | $644 |
LLY | 1,105 | -111 | $644 |
BROADCOM INC | 543 | +255 | $607 |
AVGO | 543 | +255 | $607 |
THERMO FISHER SCIENTIFIC INC | 1,141 | -76 | $606 |
TMO | 1,141 | -76 | $606 |
QUALCOMM INC | 4,169 | -111 | $603 |
QCOM | 4,169 | -111 | $603 |
ISHARES TR (IJR) | 5,538 | +4,672 | $600 |
IJR | 5,538 | +4,672 | $600 |
UNITEDHEALTH GROUP INC | 1,110 | -225 | $584 |
UNH | 1,110 | -225 | $584 |
ISHARES INC (IEMG) | 11,122 | -28 | $563 |
IEMG | 11,122 | -28 | $563 |
NBT BANCORP INC | 13,050 | UNCH | $547 |
NBTB | 13,050 | UNCH | $547 |
SCHWAB STRATEGIC TR | 14,544 | UNCH | $538 |
SCHF | 14,544 | UNCH | $538 |
ALTRIA GROUP INC | 13,218 | -800 | $533 |
MO | 13,218 | -800 | $533 |
BOEING CO | 2,036 | -224 | $531 |
BA | 2,036 | -224 | $531 |
VANGUARD BD INDEX FDS (BSV) | 6,847 | -2 | $527 |
BSV | 6,847 | -2 | $527 |
VERIZON COMMUNICATIONS INC | 13,771 | -367 | $519 |
VZ | 13,771 | -367 | $519 |
SALESFORCE INC | 1,938 | -599 | $510 |
CRM | 1,938 | -599 | $510 |
TESLA INC | 2,033 | +518 | $505 |
TSLA | 2,033 | +518 | $505 |
COSTCO WHSL CORP NEW | 751 | -314 | $496 |
COST | 751 | -314 | $496 |
EQUIFAX INC | 1,878 | UNCH | $464 |
EFX | 1,878 | UNCH | $464 |
HONEYWELL INTL INC | 2,214 | -60 | $464 |
HON | 2,214 | -60 | $464 |
VANGUARD INDEX FDS (VBR) | 2,529 | -586 | $455 |
VBR | 2,529 | -586 | $455 |
FRANKLIN ELEC INC | 4,600 | UNCH | $445 |
FELE | 4,600 | UNCH | $445 |
ITT INC | 3,703 | UNCH | $442 |
ITT | 3,703 | UNCH | $442 |
INVESCO EXCH TRADED FD TR II (QQQM) | 2,619 | +2,619 | $441 |
QQQM | 2,619 | +2,619 | $441 |
DIMENSIONAL ETF TRUST (DFAC) | 14,546 | UNCH | $425 |
DFAC | 14,546 | UNCH | $425 |
CROWN CASTLE INC | 3,670 | UNCH | $423 |
CCI | 3,670 | UNCH | $423 |
SPDR SER TR (SDY) | 3,377 | UNCH | $422 |
SDY | 3,377 | UNCH | $422 |
ARROW FINL CORP | 13,510 | -700 | $377 |
AROW | 13,510 | -700 | $377 |
DUKE ENERGY CORP NEW | 3,871 | UNCH | $376 |
DUK | 3,871 | UNCH | $376 |
BRISTOL MYERS SQUIBB CO | 7,267 | -1,903 | $373 |
BMY | 7,267 | -1,903 | $373 |
CARRIER GLOBAL CORPORATION | 6,479 | -1,152 | $372 |
CARR | 6,479 | -1,152 | $372 |
ISHARES TR (IWD) | 2,191 | -11 | $362 |
IWD | 2,191 | -11 | $362 |
WELLS FARGO CO NEW | 7,150 | +100 | $352 |
WFC | 7,150 | +100 | $352 |
SERVICENOW INC | 488 | -258 | $345 |
NOW | 488 | -258 | $345 |
AMGEN INC | 1,190 | -171 | $343 |
AMGN | 1,190 | -171 | $343 |
ALIGN TECHNOLOGY INC | 1,250 | UNCH | $342 |
ALGN | 1,250 | UNCH | $342 |
MONDELEZ INTL INC | 4,674 | -1,173 | $339 |
MDLZ | 4,674 | -1,173 | $339 |
ISHARES TR (HDV) | 3,182 | UNCH | $325 |
HDV | 3,182 | UNCH | $325 |
INGREDION INC | 2,964 | -825 | $322 |
INGR | 2,964 | -825 | $322 |
BROOKFIELD INFRAST PARTNERS | 10,083 | UNCH | $318 |
BIP | 10,083 | UNCH | $318 |
NORTH EUROPEAN OIL RTY TR | 53,432 | UNCH | $311 |
NRT | 53,432 | UNCH | $311 |
TEXAS INSTRS INC | 1,819 | UNCH | $310 |
TXN | 1,819 | UNCH | $310 |
BROADRIDGE FINL SOLUTIONS IN | 1,486 | UNCH | $306 |
BR | 1,486 | UNCH | $306 |
SCHWAB STRATEGIC TR | 12,262 | UNCH | $304 |
SCHE | 12,262 | UNCH | $304 |
WISDOMTREE TR | 4,964 | -637 | $302 |
DIM | 4,964 | -637 | $302 |
INVESCO EXCH TRADED FD TR II (CGW) | 5,433 | -503 | $288 |
CGW | 5,433 | -503 | $288 |
SCHWAB STRATEGIC TR | 5,754 | +5,754 | $286 |
SCHR | 5,754 | +5,754 | $286 |
AT&T INC | 16,934 | -1,320 | $284 |
T | 16,934 | -1,320 | $284 |
GOLDMAN SACHS GROUP INC | 725 | UNCH | $280 |
GS | 725 | UNCH | $280 |
COMCAST CORP NEW | 6,337 | -386 | $278 |
CMCSA | 6,337 | -386 | $278 |
PARKER HANNIFIN CORP | 597 | -12 | $275 |
PH | 597 | -12 | $275 |
GLOBAL X FDS | 15,750 | UNCH | $273 |
QYLD | 15,750 | UNCH | $273 |
REINSURANCE GRP OF AMERICA I | 1,677 | +9 | $271 |
RGA | 1,677 | +9 | $271 |
GUIDEWIRE SOFTWARE INC | 2,475 | UNCH | $270 |
GWRE | 2,475 | UNCH | $270 |
T MOBILE US INC | 1,683 | +5 | $270 |
TMUS | 1,683 | +5 | $270 |
DIMENSIONAL ETF TRUST (DFUS) | 5,087 | UNCH | $264 |
DFUS | 5,087 | UNCH | $264 |
MINERALS TECHNOLOGIES INC | 3,700 | UNCH | $264 |
MTX | 3,700 | UNCH | $264 |
COGNIZANT TECHNOLOGY SOLUTIO | 3,365 | -760 | $254 |
CTSH | 3,365 | -760 | $254 |
ISHARES TR (MTUM) | 1,600 | UNCH | $251 |
MTUM | 1,600 | UNCH | $251 |
OTIS WORLDWIDE CORP | 2,750 | -865 | $246 |
OTIS | 2,750 | -865 | $246 |
ACCENTURE PLC IRELAND | 688 | -14 | $241 |
ACN | 688 | -14 | $241 |
ALLSTATE CORP | 1,720 | UNCH | $241 |
ALL | 1,720 | UNCH | $241 |
DIMENSIONAL ETF TRUST (DFUV) | 6,468 | UNCH | $241 |
DFUV | 6,468 | UNCH | $241 |
NEOGEN CORP | 11,966 | +1,100 | $241 |
NEOG | 11,966 | +1,100 | $241 |
VANGUARD INDEX FDS (VO) | 1,038 | -134 | $241 |
VO | 1,038 | -134 | $241 |
INVESCO EXCHANGE TRADED FD T (RSP) | 1,521 | UNCH | $240 |
RSP | 1,521 | UNCH | $240 |
SUNCOR ENERGY INC NEW | 7,505 | UNCH | $240 |
SU | 7,505 | UNCH | $240 |
ADVANCED MICRO DEVICES INC | 1,619 | -228 | $239 |
AMD | 1,619 | -228 | $239 |
NEXTERA ENERGY INC | 3,900 | UNCH | $237 |
NEE | 3,900 | UNCH | $237 |
GE HEALTHCARE TECHNOLOGIES I | 3,013 | -306 | $233 |
GEHC | 3,013 | -306 | $233 |
ALPS ETF TR (AMLP) | 5,461 | -192 | $232 |
AMLP | 5,461 | -192 | $232 |
AMERIPRISE FINL INC | 606 | -2 | $230 |
AMP | 606 | -2 | $230 |
ORACLE CORP | 2,133 | UNCH | $225 |
ORCL | 2,133 | UNCH | $225 |
ADOBE INC | 376 | +213 | $224 |
ADBE | 376 | +213 | $224 |
ALLIANT ENERGY CORP | 4,366 | -500 | $224 |
LNT | 4,366 | -500 | $224 |
LINDE PLC | 541 | -31 | $222 |
LIN | 541 | -31 | $222 |
3M CO | 1,991 | -699 | $218 |
MMM | 1,991 | -699 | $218 |
VERTEX PHARMACEUTICALS INC | 537 | -33 | $218 |
VRTX | 537 | -33 | $218 |
DIMENSIONAL ETF TRUST (DFCF) | 5,094 | +5,094 | $216 |
DFCF | 5,094 | +5,094 | $216 |
WEYERHAEUSER CO MTN BE | 6,215 | UNCH | $216 |
WY | 6,215 | UNCH | $216 |
NETFLIX INC | 438 | +69 | $213 |
NFLX | 438 | +69 | $213 |
FISERV INC | 1,590 | +1,590 | $211 |
FI | 1,590 | +1,590 | $211 |
UNILEVER PLC | 4,341 | UNCH | $210 |
UL | 4,341 | UNCH | $210 |
VANGUARD WORLD FDS (VPU) | 1,495 | UNCH | $205 |
VPU | 1,495 | UNCH | $205 |
PAYCHEX INC | 1,700 | UNCH | $202 |
PAYX | 1,700 | UNCH | $202 |
MONSTER BEVERAGE CORP NEW | 3,467 | UNCH | $200 |
MNST | 3,467 | UNCH | $200 |
NORTHROP GRUMMAN CORP | 425 | +116 | $199 |
NOC | 425 | +116 | $199 |
SHELL PLC | 3,028 | UNCH | $199 |
SHEL | 3,028 | UNCH | $199 |
WASTE MGMT INC DEL | 1,098 | UNCH | $197 |
WM | 1,098 | UNCH | $197 |
BROOKFIELD ASSET MANAGMT LTD | 4,857 | -68 | $195 |
BAM | 4,857 | -68 | $195 |
TRANE TECHNOLOGIES PLC | 800 | UNCH | $195 |
TT | 800 | UNCH | $195 |
TRANSDIGM GROUP INC | 192 | +192 | $194 |
TDG | 192 | +192 | $194 |
ISHARES TR (IWN) | 1,236 | -4 | $192 |
IWN | 1,236 | -4 | $192 |
BROOKFIELD RENEWABLE PARTNER | 7,201 | UNCH | $189 |
BEP | 7,201 | UNCH | $189 |
BANK AMERICA CORP | 5,588 | +10 | $188 |
BAC | 5,588 | +10 | $188 |
ENBRIDGE INC | 5,137 | UNCH | $185 |
ENB | 5,137 | UNCH | $185 |
ISHARES TR (TLT) | 1,861 | -14 | $184 |
TLT | 1,861 | -14 | $184 |
M & T BK CORP | 1,238 | UNCH | $170 |
MTB | 1,238 | UNCH | $170 |
VANGUARD INDEX FDS (VV) | 773 | UNCH | $169 |
VV | 773 | UNCH | $169 |
ISHARES TR (IVW) | 2,182 | UNCH | $164 |
IVW | 2,182 | UNCH | $164 |
NUTRIEN LTD | 2,676 | UNCH | $151 |
NTR | 2,676 | UNCH | $151 |
ELEVANCE HEALTH INC | 307 | +8 | $145 |
ELV | 307 | +8 | $145 |
LAM RESEARCH CORP | 185 | +38 | $145 |
LRCX | 185 | +38 | $145 |
NISOURCE INC | 5,451 | +42 | $145 |
NI | 5,451 | +42 | $145 |
ONEOK INC NEW | 2,000 | UNCH | $140 |
OKE | 2,000 | UNCH | $140 |
CONSOLIDATED EDISON INC | 1,500 | -200 | $136 |
ED | 1,500 | -200 | $136 |
CITIGROUP INC | 2,625 | UNCH | $135 |
C | 2,625 | UNCH | $135 |
SEMPRA | 1,798 | UNCH | $134 |
SRE | 1,798 | UNCH | $134 |
WORKDAY INC | 481 | +36 | $133 |
WDAY | 481 | +36 | $133 |
SPROTT PHYSICAL GOLD & SILVE | 6,800 | +6,800 | $130 |
CEF | 6,800 | +6,800 | $130 |
MARSH & MCLENNAN COS INC | 683 | UNCH | $129 |
MMC | 683 | UNCH | $129 |
MORGAN STANLEY | 1,377 | +15 | $128 |
MS | 1,377 | +15 | $128 |
BANK NEW YORK MELLON CORP | 2,441 | +42 | $127 |
BK | 2,441 | +42 | $127 |
EATON VANCE MUNI INCOME TRUS | 12,900 | UNCH | $127 |
EVN | 12,900 | UNCH | $127 |
MEDTRONIC PLC | 1,542 | -560 | $127 |
MDT | 1,542 | -560 | $127 |
AUTODESK INC | 512 | UNCH | $125 |
ADSK | 512 | UNCH | $125 |
AMERICAN WTR WKS CO INC NEW | 938 | UNCH | $124 |
AWK | 938 | UNCH | $124 |
UDR INC | 3,242 | UNCH | $124 |
UDR | 3,242 | UNCH | $124 |
INVESCO EXCHANGE TRADED FD T (XLG) | 3,300 | UNCH | $124 |
XLG | 3,300 | UNCH | $124 |
EDISON INTL | 1,714 | UNCH | $123 |
EIX | 1,714 | UNCH | $123 |
MASTERCARD INCORPORATED | 289 | -421 | $123 |
MA | 289 | -421 | $123 |
FREEPORT MCMORAN INC | 2,844 | -22 | $121 |
FCX | 2,844 | -22 | $121 |
CAPITAL SOUTHWEST CORP | 5,000 | UNCH | $118 |
CSWC | 5,000 | UNCH | $118 |
NORFOLK SOUTHN CORP | 500 | UNCH | $118 |
NSC | 500 | UNCH | $118 |
SHERWIN WILLIAMS CO | 376 | UNCH | $117 |
SHW | 376 | UNCH | $117 |
TRUIST FINL CORP | 3,166 | UNCH | $117 |
TFC | 3,166 | UNCH | $117 |
YUM BRANDS INC | 884 | UNCH | $116 |
YUM | 884 | UNCH | $116 |
CONSTELLATION ENERGY CORP | 987 | UNCH | $115 |
CEG | 987 | UNCH | $115 |
DIMENSIONAL ETF TRUST (DFAS) | 1,888 | -381 | $113 |
DFAS | 1,888 | -381 | $113 |
TEXAS ROADHOUSE INC | 911 | UNCH | $111 |
TXRH | 911 | UNCH | $111 |
COLGATE PALMOLIVE CO | 1,352 | UNCH | $108 |
CL | 1,352 | UNCH | $108 |
OGE ENERGY CORP | 3,000 | UNCH | $105 |
OGE | 3,000 | UNCH | $105 |
WISDOMTREE TR | 1,525 | UNCH | $101 |
DLN | 1,525 | UNCH | $101 |
INVESCO EXCHANGE TRADED FD T (PRF) | 2,862 | -469 | $101 |
PRF | 2,862 | -469 | $101 |
SNAP ON INC | 350 | UNCH | $101 |
SNA | 350 | UNCH | $101 |
ISHARES TR (USMV) | 1,300 | UNCH | $101 |
USMV | 1,300 | UNCH | $101 |
WORLD GOLD TR | 2,444 | -3,247 | $100 |
GLDM | 2,444 | -3,247 | $100 |
PIMCO MUN INCOME FD III | 13,500 | UNCH | $100 |
PMX | 13,500 | UNCH | $100 |
CHECK POINT SOFTWARE TECH LT | 650 | UNCH | $99 |
CHKP | 650 | UNCH | $99 |
SPDR SER TR (SPYX) | 2,544 | UNCH | $99 |
SPYX | 2,544 | UNCH | $99 |
BERKSHIRE HATHAWAY INC DEL | $98 | ||
BRK.B | 275 | UNCH | $98 |
ISHARES TR (MUB) | 900 | UNCH | $98 |
MUB | 900 | UNCH | $98 |
CSX CORP | 2,760 | UNCH | $96 |
CSX | 2,760 | UNCH | $96 |
DOMINION ENERGY INC | 2,000 | -2,000 | $94 |
D | 2,000 | -2,000 | $94 |
DTE ENERGY CO | 851 | +7 | $94 |
DTE | 851 | +7 | $94 |
STRYKER CORPORATION | 315 | -101 | $94 |
SYK | 315 | -101 | $94 |
CURTISS WRIGHT CORP | 419 | UNCH | $93 |
CW | 419 | UNCH | $93 |
ISHARES TR (IWS) | 800 | -6 | $93 |
IWS | 800 | -6 | $93 |
PIMCO ETF TR (MINT) | 930 | UNCH | $93 |
MINT | 930 | UNCH | $93 |
VANGUARD WORLD FDS (VHT) | 365 | UNCH | $92 |
VHT | 365 | UNCH | $92 |
KIMBERLY CLARK CORP | 705 | UNCH | $86 |
KMB | 705 | UNCH | $86 |
CHIPOTLE MEXICAN GRILL INC | 36 | +5 | $82 |
CMG | 36 | +5 | $82 |
WILLIS TOWERS WATSON PLC LTD | 338 | UNCH | $82 |
WTW | 338 | UNCH | $82 |
EXPEDITORS INTL WASH INC | 640 | +290 | $81 |
EXPD | 640 | +290 | $81 |
SPDR GOLD TR (GLD) | 415 | UNCH | $79 |
GLD | 415 | UNCH | $79 |
DIMENSIONAL ETF TRUST (DFAX) | 3,207 | UNCH | $78 |
DFAX | 3,207 | UNCH | $78 |
ASML HOLDING N V | 102 | -36 | $77 |
ASML | 102 | -36 | $77 |
DUPONT DE NEMOURS INC | 983 | UNCH | $76 |
DD | 983 | UNCH | $76 |
VANGUARD INDEX FDS (VNQ) | 861 | +5 | $76 |
VNQ | 861 | +5 | $76 |
CANADIAN NAT RES LTD | 1,136 | UNCH | $74 |
CNQ | 1,136 | UNCH | $74 |
EVERSOURCE ENERGY | 1,193 | UNCH | $74 |
ES | 1,193 | UNCH | $74 |
ISHARES TR (IWP) | 701 | -6 | $73 |
IWP | 701 | -6 | $73 |
FIRST TR VALUE LINE DIVID IN (FVD) | 1,775 | UNCH | $72 |
FVD | 1,775 | UNCH | $72 |
ISHARES TR (IJS) | 694 | UNCH | $72 |
IJS | 694 | UNCH | $72 |
INVESCO QQQ TR | 175 | UNCH | $72 |
QQQ | 175 | UNCH | $72 |
ISHARES TR (AGG) | 717 | +492 | $71 |
AGG | 717 | +492 | $71 |
GILEAD SCIENCES INC | 876 | +11 | $71 |
GILD | 876 | +11 | $71 |
DOW INC | 1,276 | UNCH | $70 |
DOW | 1,276 | UNCH | $70 |
INTUIT | 110 | -15 | $69 |
INTU | 110 | -15 | $69 |
SNOWFLAKE INC | 331 | UNCH | $66 |
SNOW | 331 | UNCH | $66 |
TJX COS INC NEW | 692 | -221 | $65 |
TJX | 692 | -221 | $65 |
TRAVELERS COMPANIES INC | 339 | +1 | $65 |
TRV | 339 | +1 | $65 |
XCEL ENERGY INC | 1,030 | UNCH | $64 |
XEL | 1,030 | UNCH | $64 |
CROWDSTRIKE HLDGS INC | 248 | -15 | $63 |
CRWD | 248 | -15 | $63 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 125 | -399 | $63 |
MDY | 125 | -399 | $63 |
TE CONNECTIVITY LTD | 449 | UNCH | $63 |
TEL | 449 | UNCH | $63 |
DOVER CORP | 400 | UNCH | $62 |
DOV | 400 | UNCH | $62 |
EPAM SYS INC | 205 | -44 | $61 |
EPAM | 205 | -44 | $61 |
RAYONIER INC | 1,829 | UNCH | $61 |
RYN | 1,829 | UNCH | $61 |
ISHARES INC (URTH) | 460 | +1 | $61 |
URTH | 460 | +1 | $61 |
INVESCO EXCHANGE TRADED FD T (PHO) | 980 | -100 | $60 |
PHO | 980 | -100 | $60 |
THE CIGNA GROUP | 192 | UNCH | $57 |
CI | 192 | UNCH | $57 |
SHOPIFY INC | 736 | UNCH | $57 |
SHOP | 736 | UNCH | $57 |
LOEWS CORP | 800 | UNCH | $56 |
L | 800 | UNCH | $56 |
ENTERPRISE PRODS PARTNERS L | 2,100 | UNCH | $55 |
EPD | 2,100 | UNCH | $55 |
INGERSOLL RAND INC | 705 | UNCH | $55 |
IR | 705 | UNCH | $55 |
ISHARES TR (IWR) | 711 | UNCH | $55 |
IWR | 711 | UNCH | $55 |
PNC FINL SVCS GROUP INC | 354 | UNCH | $55 |
PNC | 354 | UNCH | $55 |
BOSTON SCIENTIFIC CORP | 937 | -109 | $54 |
BSX | 937 | -109 | $54 |
GSK PLC | 1,456 | UNCH | $54 |
GSK | 1,456 | UNCH | $54 |
NOVO NORDISK A S | 524 | UNCH | $54 |
NVO | 524 | UNCH | $54 |
SOUTHERN CO | 750 | +100 | $53 |
SO | 750 | +100 | $53 |
KKR & CO INC | 627 | +452 | $52 |
KKR | 627 | +452 | $52 |
OREILLY AUTOMOTIVE INC | 55 | +13 | $52 |
ORLY | 55 | +13 | $52 |
SKYWORKS SOLUTIONS INC | 460 | +3 | $52 |
SWKS | 460 | +3 | $52 |
CONOCOPHILLIPS | 442 | UNCH | $51 |
COP | 442 | UNCH | $51 |
ISHARES TR (ILCG) | 750 | UNCH | $51 |
ILCG | 750 | UNCH | $51 |
ANALOG DEVICES INC | 251 | -82 | $50 |
ADI | 251 | -82 | $50 |
FRESHPET INC | 581 | +500 | $50 |
FRPT | 581 | +500 | $50 |
JEFFERIES FINL GROUP INC | 1,232 | UNCH | $50 |
JEF | 1,232 | UNCH | $50 |
ALARM COM HLDGS INC | 765 | UNCH | $49 |
ALRM | 765 | UNCH | $49 |
MAIN STR CAP CORP | 1,129 | UNCH | $49 |
MAIN | 1,129 | UNCH | $49 |
MSCI INC | 87 | +9 | $49 |
MSCI | 87 | +9 | $49 |
PUBLIC SVC ENTERPRISE GRP IN | 806 | UNCH | $49 |
PEG | 806 | UNCH | $49 |
VANGUARD WHITEHALL FDS (VYM) | 436 | UNCH | $49 |
VYM | 436 | UNCH | $49 |
ISHARES TR (IWO) | 189 | -1 | $48 |
IWO | 189 | -1 | $48 |
MGE ENERGY INC | 670 | UNCH | $48 |
MGEE | 670 | UNCH | $48 |
BLOCK INC | 616 | +172 | $48 |
SQ | 616 | +172 | $48 |
IDEXX LABS INC | 84 | -20 | $47 |
IDXX | 84 | -20 | $47 |
SYNOPSYS INC | 91 | -18 | $47 |
SNPS | 91 | -18 | $47 |
DANAHER CORPORATION | 200 | UNCH | $46 |
DHR | 200 | UNCH | $46 |
ATLASSIAN CORPORATION | 193 | -65 | $46 |
TEAM | 193 | -65 | $46 |
IMPERIAL OIL LTD | 780 | UNCH | $45 |
IMO | 780 | UNCH | $45 |
SOUTHERN COPPER CORP | 526 | +526 | $45 |
SCCO | 526 | +526 | $45 |
SPOTIFY TECHNOLOGY S A | 240 | UNCH | $45 |
SPOT | 240 | UNCH | $45 |
ZOETIS INC | 227 | UNCH | $45 |
ZTS | 227 | UNCH | $45 |
DEXCOM INC | 353 | +193 | $44 |
DXCM | 353 | +193 | $44 |
FACTSET RESH SYS INC | 92 | UNCH | $44 |
FDS | 92 | UNCH | $44 |
ISHARES TR (IWM) | 217 | -600 | $44 |
IWM | 217 | -600 | $44 |
APOLLO GLOBAL MGMT INC | 462 | +4 | $43 |
APO | 462 | +4 | $43 |
VANGUARD MALVERN FDS (VTIP) | 901 | UNCH | $43 |
VTIP | 901 | UNCH | $43 |
SELECT SECTOR SPDR TR (XLK) | 217 | UNCH | $42 |
XLK | 217 | UNCH | $42 |
EATON CORP PLC | 170 | UNCH | $41 |
ETN | 170 | UNCH | $41 |
LULULEMON ATHLETICA INC | 80 | -38 | $41 |
LULU | 80 | -38 | $41 |
HILTON WORLDWIDE HLDGS INC | 219 | UNCH | $40 |
HLT | 219 | UNCH | $40 |
VANGUARD INDEX FDS (VXF) | 245 | -200 | $40 |
VXF | 245 | -200 | $40 |
CAMPBELL SOUP CO | 900 | UNCH | $39 |
CPB | 900 | UNCH | $39 |
LAUDER ESTEE COS INC | 268 | -56 | $39 |
EL | 268 | -56 | $39 |
GATX CORP | 321 | UNCH | $39 |
GATX | 321 | UNCH | $39 |
JOHNSON CTLS INTL PLC | 659 | -43 | $38 |
JCI | 659 | -43 | $38 |
PINTEREST INC | 1,035 | +326 | $38 |
PINS | 1,035 | +326 | $38 |
BNY MELLON STRATEGIC MUN BD | 6,500 | UNCH | $37 |
DSM | 6,500 | UNCH | $37 |
LENNAR CORP | 249 | -6 | $37 |
LEN | 249 | -6 | $37 |
L3HARRIS TECHNOLOGIES INC | 177 | +79 | $37 |
LHX | 177 | +79 | $37 |
F5 INC | 200 | +200 | $36 |
FFIV | 200 | +200 | $36 |
CVS HEALTH CORP | 440 | -286 | $35 |
CVS | 440 | -286 | $35 |
GRAHAM HLDGS CO | 50 | UNCH | $35 |
GHC | 50 | UNCH | $35 |
NOVARTIS AG | 349 | UNCH | $35 |
NVS | 349 | UNCH | $35 |
SYSCO CORP | 477 | -57 | $35 |
SYY | 477 | -57 | $35 |
WILLIAMS COS INC | 1,000 | -68 | $35 |
WMB | 1,000 | -68 | $35 |
HUBSPOT INC | 59 | UNCH | $34 |
HUBS | 59 | UNCH | $34 |
PALANTIR TECHNOLOGIES INC | 2,000 | UNCH | $34 |
PLTR | 2,000 | UNCH | $34 |
ALPS ETF TR (RIGS) | 1,454 | +1,454 | $34 |
RIGS | 1,454 | +1,454 | $34 |
BROOKFIELD INFRASTRUCTURE CO | 934 | UNCH | $33 |
BIPC | 934 | UNCH | $33 |
GENERAL MLS INC | 500 | -320 | $33 |
GIS | 500 | -320 | $33 |
SEI INVTS CO | 526 | UNCH | $33 |
SEIC | 526 | UNCH | $33 |
LOCKHEED MARTIN CORP | 70 | UNCH | $32 |
LMT | 70 | UNCH | $32 |
SSGA ACTIVE ETF TR (TOTL) | 795 | UNCH | $32 |
TOTL | 795 | UNCH | $32 |
SELECT SECTOR SPDR TR (XLU) | 511 | UNCH | $32 |
XLU | 511 | UNCH | $32 |
VANGUARD BD INDEX FDS (BIV) | 400 | UNCH | $31 |
BIV | 400 | UNCH | $31 |
DT MIDSTREAM INC | 560 | UNCH | $31 |
DTM | 560 | UNCH | $31 |
MCKESSON CORP | 67 | UNCH | $31 |
MCK | 67 | UNCH | $31 |
KLA CORP | 50 | UNCH | $29 |
KLAC | 50 | UNCH | $29 |
WALGREENS BOOTS ALLIANCE INC | 1,100 | UNCH | $29 |
WBA | 1,100 | UNCH | $29 |
CABLE ONE INC | 50 | UNCH | $28 |
CABO | 50 | UNCH | $28 |
FASTENAL CO | 440 | UNCH | $28 |
FAST | 440 | UNCH | $28 |
CORTEVA INC | 571 | UNCH | $27 |
CTVA | 571 | UNCH | $27 |
METLIFE INC | 404 | UNCH | $27 |
MET | 404 | UNCH | $27 |
S&P GLOBAL INC | 61 | UNCH | $27 |
SPGI | 61 | UNCH | $27 |
AXSOME THERAPEUTICS INC | 330 | +330 | $26 |
AXSM | 330 | +330 | $26 |
FLEX LTD | 860 | UNCH | $26 |
FLEX | 860 | UNCH | $26 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 202 | +4 | $26 |
ICE | 202 | +4 | $26 |
ARROWHEAD PHARMACEUTICALS IN | 820 | +820 | $25 |
ARWR | 820 | +820 | $25 |
CENTENE CORP DEL | 339 | +24 | $25 |
CNC | 339 | +24 | $25 |
DARDEN RESTAURANTS INC | 151 | UNCH | $25 |
DRI | 151 | UNCH | $25 |
ESSEX PPTY TR INC | 101 | UNCH | $25 |
ESS | 101 | UNCH | $25 |
ACUSHNET HLDGS CORP | 400 | UNCH | $25 |
GOLF | 400 | UNCH | $25 |
ISHARES TR (IWV) | 93 | UNCH | $25 |
IWV | 93 | UNCH | $25 |
WARNER BROS DISCOVERY INC | 2,228 | -293 | $25 |
WBD | 2,228 | -293 | $25 |
SELECT SECTOR SPDR TR (XLV) | 183 | -297 | $25 |
XLV | 183 | -297 | $25 |
HALEON PLC | 2,960 | UNCH | $24 |
HLN | 2,960 | UNCH | $24 |
MARATHON OIL CORP | 1,000 | UNCH | $24 |
MRO | 1,000 | UNCH | $24 |
NORWEGIAN CRUISE LINE HLDG L | 1,200 | UNCH | $24 |
NCLH | 1,200 | UNCH | $24 |
OLD DOMINION FREIGHT LINE IN | 60 | +60 | $24 |
ODFL | 60 | +60 | $24 |
BAKER HUGHES COMPANY | 673 | -480 | $23 |
BKR | 673 | -480 | $23 |
HASBRO INC | 458 | -74 | $23 |
HAS | 458 | -74 | $23 |
AMEREN CORP | 300 | +232 | $22 |
AEE | 300 | +232 | $22 |
AMERICA MOVIL SAB DE CV | 1,200 | UNCH | $22 |
AMX | 1,200 | UNCH | $22 |
ALIBABA GROUP HLDG LTD | 290 | UNCH | $22 |
BABA | 290 | UNCH | $22 |
BIOGEN INC | 86 | UNCH | $22 |
BIIB | 86 | UNCH | $22 |
ISHARES TR (GOVT) | 965 | UNCH | $22 |
GOVT | 965 | UNCH | $22 |
NEWMONT CORP | 521 | +185 | $22 |
NEM | 521 | +185 | $22 |
NUVEEN NEW YORK AMT QLT MUNI | 2,077 | UNCH | $22 |
NRK | 2,077 | UNCH | $22 |
SAP SE | 140 | -8 | $22 |
SAP | 140 | -8 | $22 |
TEXTRON INC | 274 | +41 | $22 |
TXT | 274 | +41 | $22 |
ZOOMINFO TECHNOLOGIES INC | 1,167 | +563 | $22 |
ZI | 1,167 | +563 | $22 |
COTY INC | 1,654 | +278 | $21 |
COTY | 1,654 | +278 | $21 |
DIMENSIONAL ETF TRUST (DFAE) | 876 | +28 | $21 |
DFAE | 876 | +28 | $21 |
ENDEAVOR GROUP HLDGS INC | 886 | +91 | $21 |
EDR | 886 | +91 | $21 |
STARWOOD PPTY TR INC | 1,000 | UNCH | $21 |
STWD | 1,000 | UNCH | $21 |
LYONDELLBASELL INDUSTRIES N | 213 | +213 | $20 |
LYB | 213 | +213 | $20 |
WEBSTER FINL CORP | 386 | -25 | $20 |
WBS | 386 | -25 | $20 |
ITRON INC | 250 | +250 | $19 |
ITRI | 250 | +250 | $19 |
MARVELL TECHNOLOGY INC | 321 | UNCH | $19 |
MRVL | 321 | UNCH | $19 |
ROYAL CARIBBEAN GROUP | 150 | +50 | $19 |
RCL | 150 | +50 | $19 |
VANGUARD SCOTTSDALE FDS (VMBS) | 419 | +419 | $19 |
VMBS | 419 | +419 | $19 |
AVERY DENNISON CORP | 91 | +17 | $18 |
AVY | 91 | +17 | $18 |
EOG RES INC | 152 | UNCH | $18 |
EOG | 152 | UNCH | $18 |
COHEN & STEERS QUALITY INCOM | 1,436 | UNCH | $18 |
RQI | 1,436 | UNCH | $18 |
TAKE TWO INTERACTIVE SOFTWAR | 112 | -87 | $18 |
TTWO | 112 | -87 | $18 |
VANGUARD SPECIALIZED FUNDS (VIG) | 108 | UNCH | $18 |
VIG | 108 | UNCH | $18 |
VANGUARD ADMIRAL FDS INC (VIOG) | 167 | +1 | $18 |
VIOG | 167 | +1 | $18 |
DICKS SPORTING GOODS INC | 114 | UNCH | $17 |
DKS | 114 | UNCH | $17 |
PIONEER NAT RES CO | 74 | UNCH | $17 |
PXD | 74 | UNCH | $17 |
TAPESTRY INC | 456 | +66 | $17 |
TPR | 456 | +66 | $17 |
TAIWAN SEMICONDUCTOR MFG LTD | 167 | UNCH | $17 |
TSM | 167 | UNCH | $17 |
CHARLES RIV LABS INTL INC | 69 | +1 | $16 |
CRL | 69 | +1 | $16 |
DIMENSIONAL ETF TRUST (DFAI) | 568 | +64 | $16 |
DFAI | 568 | +64 | $16 |
FOMENTO ECONOMICO MEXICANO S | 119 | UNCH | $16 |
FMX | 119 | UNCH | $16 |
IAC INC | 300 | UNCH | $16 |
IAC | 300 | UNCH | $16 |
LAS VEGAS SANDS CORP | 315 | +315 | $16 |
LVS | 315 | +315 | $16 |
MATCH GROUP INC NEW | 443 | +55 | $16 |
MTCH | 443 | +55 | $16 |
TARGET CORP | 114 | UNCH | $16 |
TGT | 114 | UNCH | $16 |
AMERICAN ELEC PWR CO INC | 180 | -1,679 | $15 |
AEP | 180 | -1,679 | $15 |
BIOMARIN PHARMACEUTICAL INC | 159 | +41 | $15 |
BMRN | 159 | +41 | $15 |
DIMENSIONAL ETF TRUST (DFAU) | 465 | UNCH | $15 |
DFAU | 465 | UNCH | $15 |
ENTEGRIS INC | 129 | +47 | $15 |
ENTG | 129 | +47 | $15 |
HOULIHAN LOKEY INC | 121 | -38 | $15 |
HLI | 121 | -38 | $15 |
MOLINA HEALTHCARE INC | 42 | UNCH | $15 |
MOH | 42 | UNCH | $15 |
ON SEMICONDUCTOR CORP | 175 | -26 | $15 |
ON | 175 | -26 | $15 |
ONTO INNOVATION INC | 100 | UNCH | $15 |
ONTO | 100 | UNCH | $15 |
PERFORMANCE FOOD GROUP CO | 215 | UNCH | $15 |
PFGC | 215 | UNCH | $15 |
AIRBNB INC | 106 | +10 | $14 |
ABNB | 106 | +10 | $14 |
GENUINE PARTS CO | 100 | UNCH | $14 |
GPC | 100 | UNCH | $14 |
ARCOSA INC | 158 | UNCH | $13 |
ACA | 158 | UNCH | $13 |
ALCON AG | 165 | UNCH | $13 |
ALC | 165 | UNCH | $13 |
ALDEYRA THERAPEUTICS INC | 3,800 | +3,800 | $13 |
ALDX | 3,800 | +3,800 | $13 |
ALLEGION PLC | 101 | UNCH | $13 |
ALLE | 101 | UNCH | $13 |
BELLRING BRANDS INC | 242 | UNCH | $13 |
BRBR | 242 | UNCH | $13 |
BWX TECHNOLOGIES INC | 171 | UNCH | $13 |
BWXT | 171 | UNCH | $13 |
ETSY INC | 162 | +75 | $13 |
ETSY | 162 | +75 | $13 |
GENERAL MTRS CO | 370 | -2 | $13 |
GM | 370 | -2 | $13 |
IONIS PHARMACEUTICALS INC | 258 | UNCH | $13 |
IONS | 258 | UNCH | $13 |
JONES LANG LASALLE INC | 70 | +7 | $13 |
JLL | 70 | +7 | $13 |
SIMON PPTY GROUP INC NEW | 90 | UNCH | $13 |
SPG | 90 | UNCH | $13 |
US BANCORP DEL | 306 | +15 | $13 |
USB | 306 | +15 | $13 |
BHP GROUP LTD | 181 | UNCH | $12 |
BHP | 181 | UNCH | $12 |
CINTAS CORP | 20 | +20 | $12 |
CTAS | 20 | +20 | $12 |
DOLLAR TREE INC | 83 | +51 | $12 |
DLTR | 83 | +51 | $12 |
ISHARES TR (GVI) | 117 | -9,383 | $12 |
GVI | 117 | -9,383 | $12 |
MANULIFE FINL CORP | 539 | UNCH | $12 |
MFC | 539 | UNCH | $12 |
SEAGATE TECHNOLOGY HLDNGS PL | 145 | -51 | $12 |
STX | 145 | -51 | $12 |
VULCAN MATLS CO | 53 | UNCH | $12 |
VMC | 53 | UNCH | $12 |
WINGSTOP INC | 45 | UNCH | $12 |
WING | 45 | UNCH | $12 |
YUM CHINA HLDGS INC | 285 | UNCH | $12 |
YUMC | 285 | UNCH | $12 |
AAR CORP | 175 | UNCH | $11 |
AIR | 175 | UNCH | $11 |
DISCOVER FINL SVCS | 100 | UNCH | $11 |
DFS | 100 | UNCH | $11 |
DOXIMITY INC | 378 | +105 | $11 |
DOCS | 378 | +105 | $11 |
CORNING INC | 345 | -238 | $11 |
GLW | 345 | -238 | $11 |
GITLAB INC | 167 | UNCH | $11 |
GTLB | 167 | UNCH | $11 |
INSPIRE MED SYS INC | 52 | +14 | $11 |
INSP | 52 | +14 | $11 |
INTEGER HLDGS CORP | 114 | UNCH | $11 |
ITGR | 114 | UNCH | $11 |
ISHARES TR (IUSG) | 109 | -243 | $11 |
IUSG | 109 | -243 | $11 |
ISHARES TR (IYG) | 64 | UNCH | $11 |
IYG | 64 | UNCH | $11 |
MONDAY COM LTD | 56 | UNCH | $11 |
MNDY | 56 | UNCH | $11 |
REGAL REXNORD CORPORATION | 76 | +10 | $11 |
RRX | 76 | +10 | $11 |
SONY GROUP CORP | 115 | +115 | $11 |
SONY | 115 | +115 | $11 |
WILLSCOT MOBIL MINI HLDNG CO | 243 | +16 | $11 |
WSC | 243 | +16 | $11 |
ALLEGIANT TRAVEL CO | 125 | +27 | $10 |
ALGT | 125 | +27 | $10 |
BANCO BILBAO VIZCAYA ARGENTA | 1,079 | UNCH | $10 |
BBVA | 1,079 | UNCH | $10 |
BEACON ROOFING SUPPLY INC | 111 | UNCH | $10 |
BECN | 111 | UNCH | $10 |
CENOVUS ENERGY INC | 588 | UNCH | $10 |
CVE | 588 | UNCH | $10 |
DOLBY LABORATORIES INC | 121 | UNCH | $10 |
DLB | 121 | UNCH | $10 |
SHIFT4 PMTS INC | 138 | UNCH | $10 |
FOUR | 138 | UNCH | $10 |
GRAINGER W W INC | 12 | UNCH | $10 |
GWW | 12 | UNCH | $10 |
ISHARES TR (ICLN) | 650 | +100 | $10 |
ICLN | 650 | +100 | $10 |
LATTICE SEMICONDUCTOR CORP | 143 | +18 | $10 |
LSCC | 143 | +18 | $10 |
LIVERAMP HLDGS INC | 265 | UNCH | $10 |
RAMP | 265 | UNCH | $10 |
RED ROCK RESORTS INC | 194 | UNCH | $10 |
RRR | 194 | UNCH | $10 |
SCHWAB STRATEGIC TR | 125 | -25 | $10 |
SCHD | 125 | -25 | $10 |
ISHARES SILVER TR (SLV) | 450 | +450 | $10 |
SLV | 450 | +450 | $10 |
TKO GROUP HOLDINGS INC | 123 | -25 | $10 |
TKO | 123 | -25 | $10 |
VONTIER CORPORATION | 276 | +56 | $10 |
VNT | 276 | +56 | $10 |
WOLFSPEED INC | 233 | +76 | $10 |
WOLF | 233 | +76 | $10 |
AES CORP | 467 | UNCH | $9 |
AES | 467 | UNCH | $9 |
AKAMAI TECHNOLOGIES INC | 74 | -154 | $9 |
AKAM | 74 | -154 | $9 |
AVALONBAY CMNTYS INC | 47 | +3 | $9 |
AVB | 47 | +3 | $9 |
BIOHAVEN LTD | 205 | UNCH | $9 |
BHVN | 205 | UNCH | $9 |
MASONITE INTL CORP | 112 | UNCH | $9 |
DOOR | 112 | UNCH | $9 |
FIVE BELOW INC | 43 | UNCH | $9 |
FIVE | 43 | UNCH | $9 |
FLYWIRE CORPORATION | 379 | +33 | $9 |
FLYW | 379 | +33 | $9 |
FRESHWORKS INC | 391 | +63 | $9 |
FRSH | 391 | +63 | $9 |
HAEMONETICS CORP MASS | 102 | UNCH | $9 |
HAE | 102 | UNCH | $9 |
HEALTHEQUITY INC | 143 | UNCH | $9 |
HQY | 143 | UNCH | $9 |
KEURIG DR PEPPER INC | 282 | +10 | $9 |
KDP | 282 | +10 | $9 |
LIBERTY BROADBAND CORP | 113 | UNCH | $9 |
LBRDK | 113 | UNCH | $9 |
LIBERTY ENERGY INC | 497 | -84 | $9 |
LBRT | 497 | -84 | $9 |
MATADOR RES CO | 165 | UNCH | $9 |
MTDR | 165 | UNCH | $9 |
NEW YORK TIMES CO | 187 | UNCH | $9 |
NYT | 187 | UNCH | $9 |
INSULET CORP | 43 | +30 | $9 |
PODD | 43 | +30 | $9 |
RBC BEARINGS INC | 31 | UNCH | $9 |
RBC | 31 | UNCH | $9 |
RIO TINTO PLC | 123 | UNCH | $9 |
RIO | 123 | UNCH | $9 |
SUN LIFE FINANCIAL INC. | 165 | UNCH | $9 |
SLF | 165 | UNCH | $9 |
SIMPLY GOOD FOODS CO | 219 | UNCH | $9 |
SMPL | 219 | UNCH | $9 |
VIATRIS INC | 856 | -186 | $9 |
VTRS | 856 | -186 | $9 |
WELLTOWER INC | 100 | UNCH | $9 |
WELL | 100 | UNCH | $9 |
ASHLAND INC | 99 | +15 | $8 |
ASH | 99 | +15 | $8 |
AVANTOR INC | 360 | +99 | $8 |
AVTR | 360 | +99 | $8 |
AMER STATES WTR CO | 100 | UNCH | $8 |
AWR | 100 | UNCH | $8 |
BIOXCEL THERAPEUTICS INC | 2,572 | +1,322 | $8 |
BTAI | 2,572 | +1,322 | $8 |
EYEPOINT PHARMACEUTICALS INC | 332 | UNCH | $8 |
EYPT | 332 | UNCH | $8 |
FIRST TR EXCH TRADED FD III (FPE) | 487 | UNCH | $8 |
FPE | 487 | UNCH | $8 |
LIBERTY MEDIA CORP DEL | 126 | -23 | $8 |
FWONK | 126 | -23 | $8 |
GRANITE CONSTR INC | 152 | UNCH | $8 |
GVA | 152 | UNCH | $8 |
HDFC BANK LTD | 113 | +41 | $8 |
HDB | 113 | +41 | $8 |
HARTFORD FINL SVCS GROUP INC | 94 | UNCH | $8 |
HIG | 94 | UNCH | $8 |
JUNIPER NETWORKS INC | 280 | -100 | $8 |
JNPR | 280 | -100 | $8 |
KRAFT HEINZ CO | 212 | UNCH | $8 |
KHC | 212 | UNCH | $8 |
PAYCOR HCM INC | 350 | UNCH | $8 |
PYCR | 350 | UNCH | $8 |
RAYZEBIO INC | 136 | +136 | $8 |
RYZB | 136 | +136 | $8 |
SITIME CORP | 68 | UNCH | $8 |
SITM | 68 | UNCH | $8 |
TARO PHARMACEUTICAL INDS LTD | 200 | UNCH | $8 |
TARO | 200 | UNCH | $8 |
SELECT SECTOR SPDR TR (XLY) | 43 | -7 | $8 |
XLY | 43 | -7 | $8 |
ARCH CAP GROUP LTD | 92 | +2 | $7 |
ACGL | 92 | +2 | $7 |
API GROUP CORP | 203 | -23 | $7 |
APG | 203 | -23 | $7 |
ATKORE INC | 42 | +9 | $7 |
ATKR | 42 | +9 | $7 |
CASEYS GEN STORES INC | 26 | UNCH | $7 |
CASY | 26 | UNCH | $7 |
CAPITAL ONE FINL CORP | 53 | -370 | $7 |
COF | 53 | -370 | $7 |
INSMED INC | 211 | UNCH | $7 |
INSM | 211 | UNCH | $7 |
KEYSIGHT TECHNOLOGIES INC | 44 | UNCH | $7 |
KEYS | 44 | UNCH | $7 |
KRATOS DEFENSE & SEC SOLUTIO | 365 | UNCH | $7 |
KTOS | 365 | UNCH | $7 |
LIBERTY MEDIA CORP DEL | 250 | -25 | $7 |
LSXMK | 250 | -25 | $7 |
M I HOMES INC | 48 | -19 | $7 |
MHO | 48 | -19 | $7 |
NCR VOYIX CORPORATION | 242 | +49 | $7 |
NCR | 242 | +49 | $7 |
PAYMENTUS HOLDINGS INC | 379 | UNCH | $7 |
PAY | 379 | UNCH | $7 |
PHREESIA INC | 322 | +76 | $7 |
PHR | 322 | +76 | $7 |
PINNACLE FINL PARTNERS INC | 83 | UNCH | $7 |
PNFP | 83 | UNCH | $7 |
PUBLIC STORAGE | 22 | +5 | $7 |
PSA | 22 | +5 | $7 |
REXFORD INDL RLTY INC | 132 | UNCH | $7 |
REXR | 132 | UNCH | $7 |
SCHWAB CHARLES CORP | 99 | +99 | $7 |
SCHW | 99 | +99 | $7 |
MADDEN STEVEN LTD | 160 | UNCH | $7 |
SHOO | 160 | UNCH | $7 |
TRI POINTE HOMES INC | 189 | -54 | $7 |
TPH | 189 | -54 | $7 |
AON PLC | 19 | -22 | $6 |
AON | 19 | -22 | $6 |
ALEXANDRIA REAL ESTATE EQ IN | 50 | +8 | $6 |
ARE | 50 | +8 | $6 |
ATS CORPORATION | 136 | UNCH | $6 |
ATS | 136 | UNCH | $6 |
BIONTECH SE | 57 | +57 | $6 |
BNTX | 57 | +57 | $6 |
BOOT BARN HLDGS INC | 75 | UNCH | $6 |
BOOT | 75 | UNCH | $6 |
CROWN HLDGS INC | 62 | +36 | $6 |
CCK | 62 | +36 | $6 |
EQT CORP | 146 | -59 | $6 |
EQT | 146 | -59 | $6 |
EXPEDIA GROUP INC | 41 | UNCH | $6 |
EXPE | 41 | UNCH | $6 |
ISHARES GOLD TR (IAU) | 161 | UNCH | $6 |
IAU | 161 | UNCH | $6 |
INTRA CELLULAR THERAPIES INC | 78 | UNCH | $6 |
ITCI | 78 | UNCH | $6 |
KENNAMETAL INC | 228 | UNCH | $6 |
KMT | 228 | UNCH | $6 |
KENVUE INC | 282 | -629 | $6 |
KVUE | 282 | -629 | $6 |
LIBERTY GLOBAL LTD | 308 | UNCH | $6 |
LBTYK | 308 | UNCH | $6 |
LEGALZOOM COM INC | 569 | UNCH | $6 |
LZ | 569 | UNCH | $6 |
ODDITY TECH LTD | 119 | +49 | $6 |
ODD | 119 | +49 | $6 |
PRIVIA HEALTH GROUP INC | 281 | UNCH | $6 |
PRVA | 281 | UNCH | $6 |
ROSS STORES INC | 42 | UNCH | $6 |
ROST | 42 | UNCH | $6 |
SONOS INC | 328 | UNCH | $6 |
SONO | 328 | UNCH | $6 |
TELEDYNE TECHNOLOGIES INC | 14 | UNCH | $6 |
TDY | 14 | UNCH | $6 |
AMBEV SA | 1,724 | UNCH | $5 |
ABEV | 1,724 | UNCH | $5 |
ASCENDIS PHARMA A S | 38 | UNCH | $5 |
ASND | 38 | UNCH | $5 |
ASTRAZENECA PLC | 81 | +81 | $5 |
AZN | 81 | +81 | $5 |
CAE INC | 240 | +45 | $5 |
CAE | 240 | +45 | $5 |
CERTARA INC | 266 | UNCH | $5 |
CERT | 266 | UNCH | $5 |
CLEAN HARBORS INC | 31 | UNCH | $5 |
CLH | 31 | UNCH | $5 |
CANADIAN NATL RY CO | 42 | UNCH | $5 |
CNI | 42 | UNCH | $5 |
COSTAR GROUP INC | 54 | UNCH | $5 |
CSGP | 54 | UNCH | $5 |
BLACKROCK DEBT STRATEGIES FD | 500 | UNCH | $5 |
DSU | 500 | UNCH | $5 |
GUARDANT HEALTH INC | 178 | UNCH | $5 |
GH | 178 | UNCH | $5 |
GENMAB A S | 167 | UNCH | $5 |
GMAB | 167 | UNCH | $5 |
HASHICORP INC | 209 | UNCH | $5 |
HCP | 209 | UNCH | $5 |
ICICI BANK LIMITED | 217 | UNCH | $5 |
IBN | 217 | UNCH | $5 |
LITHIA MTRS INC | 15 | +4 | $5 |
LAD | 15 | +4 | $5 |
MONGODB INC | 12 | +12 | $5 |
MDB | 12 | +12 | $5 |
RESIDEO TECHNOLOGIES INC | 290 | -31 | $5 |
REZI | 290 | -31 | $5 |
SUN CMNTYS INC | 37 | +2 | $5 |
SUI | 37 | +2 | $5 |
P T TELEKOMUNIKASI INDONESIA | 208 | UNCH | $5 |
TLK | 208 | UNCH | $5 |
VIAVI SOLUTIONS INC | 484 | +117 | $5 |
VIAV | 484 | +117 | $5 |
WORKIVA INC | 46 | UNCH | $5 |
WK | 46 | UNCH | $5 |
AMERICAN INTL GROUP INC | 66 | UNCH | $4 |
AIG | 66 | UNCH | $4 |
ALASKA AIR GROUP INC | 111 | +111 | $4 |
ALK | 111 | +111 | $4 |
AXON ENTERPRISE INC | 15 | UNCH | $4 |
AXON | 15 | UNCH | $4 |
ASPEN TECHNOLOGY INC | 17 | UNCH | $4 |
AZPN | 17 | UNCH | $4 |
CREDICORP LTD | 29 | UNCH | $4 |
BAP | 29 | UNCH | $4 |
BIGCOMMERCE HLDGS INC | 444 | +125 | $4 |
BIGC | 444 | +125 | $4 |
CYMABAY THERAPEUTICS INC | 153 | UNCH | $4 |
CBAY | 153 | UNCH | $4 |
CARNIVAL CORP | 200 | UNCH | $4 |
CCL | 200 | UNCH | $4 |
AMERICOLD REALTY TRUST INC | 139 | UNCH | $4 |
COLD | 139 | UNCH | $4 |
CYTOKINETICS INC | 49 | UNCH | $4 |
CYTK | 49 | UNCH | $4 |
DAY ONE BIOPHARMACEUTICALS I | 246 | UNCH | $4 |
DAWN | 246 | UNCH | $4 |
EASTMAN CHEM CO | 49 | +13 | $4 |
EMN | 49 | +13 | $4 |
ENVESTNET INC | 74 | UNCH | $4 |
ENV | 74 | UNCH | $4 |
LIBERTY MEDIA CORP DEL | 125 | UNCH | $4 |
LSXMA | 125 | UNCH | $4 |
BLUE OWL CAPITAL INC | 269 | UNCH | $4 |
OWL | 269 | UNCH | $4 |
VAXCYTE INC | 61 | +29 | $4 |
PCVX | 61 | +29 | $4 |
PEBBLEBROOK HOTEL TR | 223 | UNCH | $4 |
PEB | 223 | UNCH | $4 |
PORTILLOS INC | 253 | UNCH | $4 |
PTLO | 253 | UNCH | $4 |
SILICON LABORATORIES INC | 30 | UNCH | $4 |
SLAB | 30 | UNCH | $4 |
INVESCO EXCH TRADED FD TR II (TAN) | 75 | UNCH | $4 |
TAN | 75 | UNCH | $4 |
BIO TECHNE CORP | 50 | UNCH | $4 |
TECH | 50 | UNCH | $4 |
TELEFLEX INCORPORATED | 17 | UNCH | $4 |
TFX | 17 | UNCH | $4 |
VODAFONE GROUP PLC NEW | 410 | UNCH | $4 |
VOD | 410 | UNCH | $4 |
WESTERN DIGITAL CORP. | 75 | -13 | $4 |
WDC | 75 | -13 | $4 |
WESTERN ASST INFLTN LKD INM | 500 | UNCH | $4 |
WIA | 500 | UNCH | $4 |
ADVANCED DRAIN SYS INC DEL | 26 | UNCH | $4 |
WMS | 26 | UNCH | $4 |
SELECT SECTOR SPDR TR (XLRE) | 99 | UNCH | $4 |
XLRE | 99 | UNCH | $4 |
XP INC | 168 | UNCH | $4 |
XP | 168 | UNCH | $4 |
ALKAMI TECHNOLOGY INC | 114 | UNCH | $3 |
ALKT | 114 | UNCH | $3 |
APOGEE THERAPEUTICS INC | 96 | UNCH | $3 |
APGE | 96 | UNCH | $3 |
ARGENX SE | 9 | +2 | $3 |
ARGX | 9 | +2 | $3 |
ALTERYX INC | 71 | UNCH | $3 |
AYX | 71 | UNCH | $3 |
BRIDGE INVT GROUP HLDGS INC | 270 | UNCH | $3 |
BRDG | 270 | UNCH | $3 |
BENTLEY SYS INC | 64 | -15 | $3 |
BSY | 64 | -15 | $3 |
CAVA GROUP INC | 71 | UNCH | $3 |
CAVA | 71 | UNCH | $3 |
FIFTH THIRD BANCORP | 74 | +16 | $3 |
FITB | 74 | +16 | $3 |
HIMS & HERS HEALTH INC | 383 | UNCH | $3 |
HIMS | 383 | UNCH | $3 |
KARUNA THERAPEUTICS INC | 11 | UNCH | $3 |
KRTX | 11 | UNCH | $3 |
CS DISCO INC | 397 | UNCH | $3 |
LAW | 397 | UNCH | $3 |
LIVE NATION ENTERTAINMENT IN | 34 | -142 | $3 |
LYV | 34 | -142 | $3 |
MATTEL INC | 133 | UNCH | $3 |
MAT | 133 | UNCH | $3 |
MODERNA INC | 35 | UNCH | $3 |
MRNA | 35 | UNCH | $3 |
INARI MED INC | 46 | UNCH | $3 |
NARI | 46 | UNCH | $3 |
NEOGENOMICS INC | 204 | UNCH | $3 |
NEO | 204 | UNCH | $3 |
NERDY INC | 913 | UNCH | $3 |
NRDY | 913 | UNCH | $3 |
PAYLOCITY HLDG CORP | 18 | +18 | $3 |
PCTY | 18 | +18 | $3 |
RAYMOND JAMES FINL INC | 30 | +15 | $3 |
RJF | 30 | +15 | $3 |
REVANCE THERAPEUTICS INC | 364 | +120 | $3 |
RVNC | 364 | +120 | $3 |
SERVICE CORP INTL | 46 | UNCH | $3 |
SCI | 46 | UNCH | $3 |
SPDR SER TR (SPIP) | 107 | UNCH | $3 |
SPIP | 107 | UNCH | $3 |
STERIS PLC | 14 | UNCH | $3 |
STE | 14 | UNCH | $3 |
TIDEWATER INC NEW | 47 | UNCH | $3 |
TDW | 47 | UNCH | $3 |
VERTIV HOLDINGS CO | 68 | -82 | $3 |
VRT | 68 | -82 | $3 |
WESTERN ALLIANCE BANCORP | 52 | -39 | $3 |
WAL | 52 | -39 | $3 |
YANDEX N V | 145 | UNCH | $3 |
YNDX | 145 | UNCH | $3 |
AMERICAN EAGLE OUTFITTERS IN | 112 | -70 | $2 |
AEO | 112 | -70 | $2 |
AVEPOINT INC | 284 | UNCH | $2 |
AVPT | 284 | UNCH | $2 |
CHESAPEAKE ENERGY CORP | 21 | -34 | $2 |
CHK | 21 | -34 | $2 |
CARPENTER TECHNOLOGY CORP | 25 | +25 | $2 |
CRS | 25 | +25 | $2 |
DYNE THERAPEUTICS INC | 125 | UNCH | $2 |
DYN | 125 | UNCH | $2 |
EVEREST GROUP LTD | 7 | +7 | $2 |
EG | 7 | +7 | $2 |
GREENWICH LIFESCIENCES INC | 200 | +200 | $2 |
GLSI | 200 | +200 | $2 |
STRUCTURE THERAPEUTICS INC | 41 | +41 | $2 |
GPCR | 41 | +41 | $2 |
KURA ONCOLOGY INC | 115 | UNCH | $2 |
KURA | 115 | UNCH | $2 |
PULMONX CORP | 167 | UNCH | $2 |
LUNG | 167 | UNCH | $2 |
MERUS N V | 60 | UNCH | $2 |
MRUS | 60 | UNCH | $2 |
NCR ATLEOS CORPORATION | 64 | +64 | $2 |
NATL | 64 | +64 | $2 |
NOBLE CORP PLC | 49 | UNCH | $2 |
NE | 49 | UNCH | $2 |
AMERICAN STRATEGIC INVEST CO | 224 | UNCH | $2 |
NYC | 224 | UNCH | $2 |
Q2 HLDGS INC | 51 | UNCH | $2 |
QTWO | 51 | UNCH | $2 |
REPAY HLDGS CORP | 205 | UNCH | $2 |
RPAY | 205 | UNCH | $2 |
CASSAVA SCIENCES INC | 75 | +75 | $2 |
SAVA | 75 | +75 | $2 |
XPENG INC | 150 | UNCH | $2 |
XPEV | 150 | UNCH | $2 |
WISDOMTREE TR | 23 | UNCH | $1 |
AGGY | 23 | UNCH | $1 |
CULLINAN ONCOLOGY INC | 127 | UNCH | $1 |
CGEM | 127 | UNCH | $1 |
CRYOPORT INC | 70 | UNCH | $1 |
CYRX | 70 | UNCH | $1 |
FIGS INC | 195 | UNCH | $1 |
FIGS | 195 | UNCH | $1 |
LIBERTY MEDIA CORP DEL | 14 | -31 | $1 |
FWONA | 14 | -31 | $1 |
HERON THERAPEUTICS INC | 367 | UNCH | $1 |
HRTX | 367 | UNCH | $1 |
PLIANT THERAPEUTICS INC | 65 | UNCH | $1 |
PLRX | 65 | UNCH | $1 |
SUTRO BIOPHARMA INC | 179 | UNCH | $1 |
STRO | 179 | UNCH | $1 |
TWIST BIOSCIENCE CORP | 32 | UNCH | $1 |
TWST | 32 | UNCH | $1 |
EMBECTA CORP | 5 | UNCH | <$1 |
EMBC | 5 | UNCH | $0 |
MANNKIND CORP | 20 | +20 | <$1 |
MNKD | 20 | +20 | $0 |
OCEAN PWR TECHNOLOGIES INC | 1 | UNCH | <$1 |
OPTT | 1 | UNCH | $0 |
VIRGIN GALACTIC HOLDINGS INC | 100 | +0 | $0 |
SPCE | 100 | UNCH | $0 |
ATLANTA BRAVES HLDGS INC | $0 (exited) | ||
BATRK | 0 | -1 | $0 |
BLACKROCK MUN INCOME TR | $0 (exited) | ||
BFK | 0 | -3,000 | $0 |
BANKWELL FINL GROUP INC | $0 (exited) | ||
BWFG | 0 | -200 | $0 |
BLACKSTONE INC | $0 (exited) | ||
BX | 0 | -209 | $0 |
CDW CORP | $0 (exited) | ||
CDW | 0 | -19 | $0 |
CONTRAFECT CORP | $0 (exited) | ||
CFRX | 0 | -5 | $0 |
ISHARES INC | $0 (exited) | ||
EEMV | 0 | -418 | $0 |
ISHARES TR | $0 (exited) | ||
EFAV | 0 | -1,046 | $0 |
EVERBRIDGE INC | $0 (exited) | ||
EVBG | 0 | -92 | $0 |
FISERV INC | $0 (exited) | ||
FISV | 0 | -1,584 | $0 |
FOX CORP | $0 (exited) | ||
FOXA | 0 | -358 | $0 |
GXO LOGISTICS INCORPORATED | $0 (exited) | ||
GXO | 0 | -334 | $0 |
PROSHARES TR | $0 (exited) | ||
HYHG | 0 | -3,000 | $0 |
INTERNATIONAL FLAVORS&FRAGRA | $0 (exited) | ||
IFF | 0 | -218 | $0 |
GARTNER INC | $0 (exited) | ||
IT | 0 | -114 | $0 |
ISHARES TR | $0 (exited) | ||
ITOT | 0 | -69 | $0 |
ISHARES TR | $0 (exited) | ||
IUSB | 0 | -64 | $0 |
ISHARES TR | $0 (exited) | ||
IXUS | 0 | -28 | $0 |
ISHARES TR | $0 (exited) | ||
IYF | 0 | -650 | $0 |
LIBERTY BROADBAND CORP | $0 (exited) | ||
LBRDA | 0 | -31 | $0 |
LIBERTY GLOBAL PLC | $0 (exited) | ||
LBTYA | 0 | -102 | $0 |
LIBERTY MEDIA CORP DEL | $0 (exited) | ||
LLYVA | 0 | -32 | $0 |
LIBERTY MEDIA CORP DEL | $0 (exited) | ||
LLYVK | 0 | -64 | $0 |
PIONEER MUNICIPAL HIGH INCOM | $0 (exited) | ||
MAV | 0 | -1,500 | $0 |
MONOLITHIC PWR SYS INC | $0 (exited) | ||
MPWR | 0 | -61 | $0 |
MIRATI THERAPEUTICS INC | $0 (exited) | ||
MRTX | 0 | -38 | $0 |
MARAVAI LIFESCIENCES HLDGS I | $0 (exited) | ||
MRVI | 0 | -201 | $0 |
NUVEEN NEW YORK QLT MUN INC | $0 (exited) | ||
NAN | 0 | -978 | $0 |
NUVEEN MUN HIGH INCOME OPPOR | $0 (exited) | ||
NMZ | 0 | -2,426 | $0 |
NOMAD FOODS LTD | $0 (exited) | ||
NOMD | 0 | -175 | $0 |
ONE GAS INC | $0 (exited) | ||
OGS | 0 | -337 | $0 |
ISHARES TR | $0 (exited) | ||
PFF | 0 | -129 | $0 |
PTC THERAPEUTICS INC | $0 (exited) | ||
PTCT | 0 | -103 | $0 |
EVEREST GROUP LTD | $0 (exited) | ||
RE | 0 | -7 | $0 |
ROCKWELL AUTOMATION INC | $0 (exited) | ||
ROK | 0 | -433 | $0 |
SENSIENT TECHNOLOGIES CORP | $0 (exited) | ||
SXT | 0 | -61 | $0 |
ISHARES TR | $0 (exited) | ||
TIP | 0 | -500 | $0 |
HOSTESS BRANDS INC | $0 (exited) | ||
TWNK | 0 | -148 | $0 |
UNITY SOFTWARE INC | $0 (exited) | ||
U | 0 | -63 | $0 |
VANGUARD INTL EQUITY INDEX F | $0 (exited) | ||
VGK | 0 | -1,670 | $0 |
VERISK ANALYTICS INC | $0 (exited) | ||
VRSK | 0 | -69 | $0 |
WABTEC | 0 | -317 | $0 (exited) |
WAB | 0 | -317 | $0 |
See Summary: Washington Trust Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Washington Trust Advisors Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPHR | +185,238 | +$6,291 |
QQQM | +2,619 | +$441 |
SCHR | +5,754 | +$286 |
DFCF | +5,094 | +$216 |
FI | +1,590 | +$211 |
TDG | +192 | +$194 |
CEF | +6,800 | +$130 |
SCCO | +526 | +$45 |
FFIV | +200 | +$36 |
RIGS | +1,454 | +$34 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
HYHG | -3,000 | -$185 |
FISV | -1,584 | -$179 |
ROK | -433 | -$124 |
VGK | -1,670 | -$97 |
EFAV | -1,046 | -$68 |
TIP | -500 | -$52 |
IYF | -650 | -$49 |
IT | -114 | -$39 |
WAB | -317 | -$34 |
MPWR | -61 | -$28 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EW | +24,142 | +$2,348 |
IJR | +4,672 | +$518 |
PEN | +2,925 | +$756 |
IJH | +2,029 | +$591 |
VEEV | +1,845 | -$100 |
APTV | +1,527 | -$960 |
BTAI | +1,322 | +$5 |
NEOG | +1,100 | +$40 |
VOO | +911 | +$1,299 |
SLB | +665 | -$59 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MSGE | -214,592 | -$7,904 |
AY | -110,756 | -$1,884 |
GMED | -64,680 | -$2,826 |
BEPC | -62,939 | +$154 |
DDD | -30,688 | +$60 |
VTEB | -25,755 | -$1,037 |
FNDX | -20,783 | +$608 |
HYG | -18,795 | -$1,242 |
ILMN | -15,750 | -$2,149 |
Size ($ in 1000's)
At 12/31/2023: $1,044,325 At 09/30/2023: $974,514 Washington Trust Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Washington Trust Advisors Inc. 13F filings. Link to 13F filings: SEC filings |