Filling information for Centerpoint Advisors, LLC as Treemap, investor disclosed 607 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | Amount previous period | Change in % | |
---|---|---|---|---|---|---|---|---|
88579Y101 | 88579Y101 | 3M CO | COM | 104 | 993 | 0 | 100 | |
002824100 | 002824100 | ABBOTT LABS | COM | 155 | 1528 | 0 | 100 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 278 | 1747 | 0 | 100 | |
000957100 | 000957100 | ABM INDS INC | COM | 16 | 360 | 0 | 100 | |
00302M106 | 00302M106 | ABRDN GLOBAL DYNAMIC DIVIDEN | COM | 1 | 128 | 0 | 100 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 11 | 38 | 0 | 100 | |
00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 2 | 18 | 0 | 100 | |
00508Y102 | 00508Y102 | ACUITY BRANDS INC | COM | 0 | 2 | 0 | 100 | |
00676P107 | 00676P107 | ADEIA INC | COM | 0 | 43 | 0 | 100 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 302 | 784 | 0 | 100 | |
00751Y106 | 00751Y106 | ADVANCE AUTO PARTS INC | COM | 10 | 81 | 0 | 100 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 1 | 7 | 0 | 100 | |
00130H105 | 00130H105 | AES CORP | COM | 1 | 21 | 0 | 100 | |
008252108 | 008252108 | AFFILIATED MANAGERS GROUP IN | COM | 1 | 5 | 0 | 100 | |
00912X302 | 00912X302 | AIR LEASE CORP | CL A | 15 | 384 | 0 | 100 | |
009158106 | 009158106 | AIR PRODS &CHEMS INC | COM | 877 | 3055 | 0 | 100 | |
009066101 | 009066101 | AIRBNB INC | COM CL A | 186 | 1498 | 0 | 100 | |
H01301128 | H01301128 | ALCON AG | ORD SHS | 88 | 1245 | 0 | 100 | |
01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 0 | 3 | 0 | 100 | |
01973R101 | 01973R101 | ALLISON TRANSMISSION HLDGS I | COM | 16 | 353 | 0 | 100 | |
020002101 | 020002101 | ALLSTATE CORP | COM | 23 | 208 | 0 | 100 | |
02043Q107 | 02043Q107 | ALNYLAM PHARMACEUTICALS INC | COM | 0 | 2 | 0 | 100 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 3432 | 33088 | 0 | 100 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 3559 | 34222 | 0 | 100 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 349 | 7813 | 0 | 100 | |
023111206 | 023111206 | AMARIN CORP PLC | SPONS ADR NEW | 0 | 100 | 0 | 100 | |
023135106 | 023135106 | AMAZON COM INC | COM | 934 | 9039 | 0 | 100 | |
G037AX101 | G037AX101 | AMBARELLA INC | SHS | 4 | 52 | 0 | 100 | |
G02602103 | G02602103 | AMDOCS LTD | SHS | 1 | 10 | 0 | 100 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 659 | 3993 | 0 | 100 | |
026874784 | 026874784 | AMERICAN INTL GROUP INC | COM NEW | 2 | 33 | 0 | 100 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 909 | 4446 | 0 | 100 | |
03044L105 | 03044L105 | AMERICAN WELL CORP | CL A | 0 | 157 | 0 | 100 | |
030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 1 | 5 | 0 | 100 | |
032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 1 | 11 | 0 | 100 | |
032654105 | 032654105 | ANALOG DEVICES INC | COM | 394 | 2000 | 0 | 100 | |
037833100 | 037833100 | APPLE INC | COM | 8443 | 51202 | 0 | 100 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 903 | 7350 | 0 | 100 | |
00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 0 | 12 | 0 | 100 | |
N07059210 | N07059210 | ASML HOLDING N V | N Y REGISTRY SHS | 3 | 5 | 0 | 100 | |
29109X106 | 29109X106 | ASPEN TECHNOLOGY INC | COM | 0 | 2 | 0 | 100 | |
046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 43 | 625 | 0 | 100 | |
00206R102 | 00206R102 | AT&T INC | COM | 155 | 8058 | 0 | 100 | |
05156X884 | 05156X884 | AURORA CANNABIS INC | COM | 0 | 16 | 0 | 100 | |
052769106 | 052769106 | AUTODESK INC | COM | 1 | 5 | 0 | 100 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 60 | 271 | 0 | 100 | |
053332102 | 053332102 | AUTOZONE INC | COM | 108 | 44 | 0 | 100 | |
053484101 | 053484101 | AVALONBAY CMNTYS INC | COM | 9 | 56 | 0 | 100 | |
05964H105 | 05964H105 | BANCO SANTANDER S.A. | ADR | 0 | 67 | 0 | 100 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 242 | 8454 | 0 | 100 | |
064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 1 | 28 | 0 | 100 | |
06417N103 | 06417N103 | BANK OZK LITTLE ROCK ARK | COM | 15 | 449 | 0 | 100 | |
071813109 | 071813109 | BAXTER INTL INC | COM | 44 | 1081 | 0 | 100 | |
084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1862 | 4 | 0 | 100 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1908 | 6179 | 0 | 100 | |
086516101 | 086516101 | BEST BUY INC | COM | 3 | 35 | 0 | 100 | |
08862E109 | 08862E109 | BEYOND MEAT INC | COM | 2 | 135 | 0 | 100 | |
088606108 | 088606108 | BHP GROUP LTD | SPONSORED ADS | 18 | 282 | 0 | 100 | |
09062X103 | 09062X103 | BIOGEN INC | COM | 46 | 167 | 0 | 100 | |
09088U109 | 09088U109 | BIRKS GROUP INC | CL A COM | 126 | 15500 | 0 | 100 | |
092524107 | 092524107 | BLACKROCK ENHANCED INTL DIV | COM BENE INTER | 1 | 275 | 0 | 100 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 34 | 51 | 0 | 100 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 73 | 833 | 0 | 100 | |
093671105 | 093671105 | BLOCK H &R INC | COM | 1 | 33 | 0 | 100 | |
852234103 | 852234103 | BLOCK INC | CL A | 7 | 100 | 0 | 100 | |
097023105 | 097023105 | BOEING CO | COM | 24 | 114 | 0 | 100 | |
09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 53 | 20 | 0 | 100 | |
099502106 | 099502106 | BOOZ ALLEN HAMILTON HLDG COR | CL A | 16 | 178 | 0 | 100 | |
099724106 | 099724106 | BORGWARNER INC | COM | 0 | 10 | 0 | 100 | |
101121101 | 101121101 | BOSTON PROPERTIES INC | COM | 16 | 300 | 0 | 100 | |
101137107 | 101137107 | BOSTON SCIENTIFIC CORP | COM | 201 | 4018 | 0 | 100 | |
103304101 | 103304101 | BOYD GAMING CORP | COM | 9 | 140 | 0 | 100 | |
055622104 | 055622104 | BP PLC | SPONSORED ADR | 20 | 538 | 0 | 100 | |
10922N103 | 10922N103 | BRIGHTHOUSE FINL INC | COM | 1 | 14 | 0 | 100 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 29 | 418 | 0 | 100 | |
110448107 | 110448107 | BRITISH AMERN TOB PLC | SPONSORED ADR | 183 | 5209 | 0 | 100 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 51 | 79 | 0 | 100 | |
11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 16 | 110 | 0 | 100 | |
11271J107 | 11271J107 | BROOKFIELD CORP | CL A LTD VT SH | 38 | 1166 | 0 | 100 | |
11275Q107 | 11275Q107 | BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 17 | 373 | 0 | 100 | |
115637209 | 115637209 | BROWN FORMAN CORP | CL B | 108 | 1675 | 0 | 100 | |
117043109 | 117043109 | BRUNSWICK CORP | COM | 18 | 222 | 0 | 100 | |
122017106 | 122017106 | BURLINGTON STORES INC | COM | 4 | 22 | 0 | 100 | |
05605H100 | 05605H100 | BWX TECHNOLOGIES INC | COM | 15 | 233 | 0 | 100 | |
12685J105 | 12685J105 | CABLE ONE INC | COM | 16 | 23 | 0 | 100 | |
127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 1 | 6 | 0 | 100 | |
12769G100 | 12769G100 | CAESARS ENTERTAINMENT INC NE | COM | 0 | 8 | 0 | 100 | |
134429109 | 134429109 | CAMPBELL SOUP CO | COM | 5 | 100 | 0 | 100 | |
13645T100 | 13645T100 | CANADIAN PAC RY LTD | COM | 4 | 53 | 0 | 100 | |
G1890L107 | G1890L107 | CAPRI HOLDINGS LIMITED | SHS | 0 | 7 | 0 | 100 | |
14149Y108 | 14149Y108 | CARDINAL HEALTH INC | COM | 0 | 5 | 0 | 100 | |
141788109 | 141788109 | CARGURUS INC | COM CL A | 1 | 64 | 0 | 100 | |
142339100 | 142339100 | CARLISLE COS INC | COM | 14 | 63 | 0 | 100 | |
147528103 | 147528103 | CASEYS GEN STORES INC | COM | 17 | 78 | 0 | 100 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 78 | 340 | 0 | 100 | |
12504L109 | 12504L109 | CBRE GROUP INC | CL A | 1 | 9 | 0 | 100 | |
12514G108 | 12514G108 | CDW CORP | COM | 8 | 40 | 0 | 100 | |
150870103 | 150870103 | CELANESE CORP DEL | COM | 27 | 245 | 0 | 100 | |
15118V207 | 15118V207 | CELSIUS HLDGS INC | COM NEW | 1 | 6 | 0 | 100 | |
15135U109 | 15135U109 | CENOVUS ENERGY INC | COM | 1 | 41 | 0 | 100 | |
15135B101 | 15135B101 | CENTENE CORP DEL | COM | 41 | 655 | 0 | 100 | |
15189T107 | 15189T107 | CENTERPOINT ENERGY INC | COM | 1 | 25 | 0 | 100 | |
159864107 | 159864107 | CHARLES RIV LABS INTL INC | COM | 18 | 90 | 0 | 100 | |
16150R104 | 16150R104 | CHASE CORP | COM | 242 | 2310 | 0 | 100 | |
163072101 | 163072101 | CHEESECAKE FACTORY INC | COM | 35 | 1012 | 0 | 100 | |
16359R103 | 16359R103 | CHEMED CORP NEW | COM | 16 | 30 | 0 | 100 | |
165303108 | 165303108 | CHESAPEAKE UTILS CORP | COM | 14 | 110 | 0 | 100 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 209 | 1284 | 0 | 100 | |
16679L109 | 16679L109 | CHEWY INC | CL A | 30 | 800 | 0 | 100 | |
674215207 | 674215207 | CHORD ENERGY CORPORATION | COM NEW | 17 | 125 | 0 | 100 | |
H1467J104 | H1467J104 | CHUBB LIMITED | COM | 2 | 9 | 0 | 100 | |
171484108 | 171484108 | CHURCHILL DOWNS INC | COM | 23 | 91 | 0 | 100 | |
172908105 | 172908105 | CINTAS CORP | COM | 87 | 188 | 0 | 100 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 213 | 4078 | 0 | 100 | |
172967424 | 172967424 | CITIGROUP INC | COM NEW | 24 | 506 | 0 | 100 | |
174610105 | 174610105 | CITIZENS FINL GROUP INC | COM | 1 | 25 | 0 | 100 | |
17888H103 | 17888H103 | CIVITAS RESOURCES INC | COM NEW | 13 | 188 | 0 | 100 | |
184499101 | 184499101 | CLEAN ENERGY FUELS CORP | COM | 1 | 220 | 0 | 100 | |
185064102 | 185064102 | CLEARSIGN TECHNOLOGIES CORP | COM | 13 | 15700 | 0 | 100 | |
18539C105 | 18539C105 | CLEARWAY ENERGY INC | CL A | 8 | 250 | 0 | 100 | |
18539C204 | 18539C204 | CLEARWAY ENERGY INC | CL C | 8 | 250 | 0 | 100 | |
189054109 | 189054109 | CLOROX CO DEL | COM | 1 | 4 | 0 | 100 | |
12572Q105 | 12572Q105 | CME GROUP INC | COM | 23 | 119 | 0 | 100 | |
191216100 | 191216100 | COCA COLA CO | COM | 150 | 2415 | 0 | 100 | |
G25839104 | G25839104 | COCA-COLA EUROPACIFIC PARTNE | SHS | 1 | 12 | 0 | 100 | |
191241108 | 191241108 | COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 86 | 1069 | 0 | 100 | |
19239V302 | 19239V302 | COGENT COMMUNICATIONS HLDGS | COM NEW | 15 | 242 | 0 | 100 | |
192422103 | 192422103 | COGNEX CORP | COM | 21 | 429 | 0 | 100 | |
192446102 | 192446102 | COGNIZANT TECHNOLOGY SOLUTIO | CL A | 1 | 20 | 0 | 100 | |
19247A100 | 19247A100 | COHEN &STEERS INC | COM | 13 | 206 | 0 | 100 | |
19260Q107 | 19260Q107 | COINBASE GLOBAL INC | COM CL A | 1 | 17 | 0 | 100 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 49 | 647 | 0 | 100 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 407 | 10734 | 0 | 100 | |
205887102 | 205887102 | CONAGRA BRANDS INC | COM | 38 | 1000 | 0 | 100 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 114 | 1147 | 0 | 100 | |
209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 49 | 510 | 0 | 100 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 10 | 44 | 0 | 100 | |
21037T109 | 21037T109 | CONSTELLATION ENERGY CORP | COM | 1 | 16 | 0 | 100 | |
P31076105 | P31076105 | COPA HOLDINGS SA | CL A | 7 | 78 | 0 | 100 | |
217204106 | 217204106 | COPART INC | COM | 166 | 2202 | 0 | 100 | |
219350105 | 219350105 | CORNING INC | COM | 63 | 1775 | 0 | 100 | |
22052L104 | 22052L104 | CORTEVA INC | COM | 4 | 64 | 0 | 100 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 821 | 1653 | 0 | 100 | |
227046109 | 227046109 | CROCS INC | COM | 0 | 4 | 0 | 100 | |
22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 3 | 25 | 0 | 100 | |
22822V101 | 22822V101 | CROWN CASTLE INC | COM | 29 | 217 | 0 | 100 | |
126408103 | 126408103 | CSX CORP | COM | 45 | 1500 | 0 | 100 | |
229899109 | 229899109 | CULLEN FROST BANKERS INC | COM | 0 | 2 | 0 | 100 | |
231021106 | 231021106 | CUMMINS INC | COM | 13 | 52 | 0 | 100 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 187 | 2513 | 0 | 100 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 411 | 1631 | 0 | 100 | |
24703L202 | 24703L202 | DELL TECHNOLOGIES INC | CL C | 6 | 147 | 0 | 100 | |
247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 1 | 30 | 0 | 100 | |
252131107 | 252131107 | DEXCOM INC | COM | 0 | 4 | 0 | 100 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 43 | 236 | 0 | 100 | |
25278X109 | 25278X109 | DIAMONDBACK ENERGY INC | COM | 5 | 35 | 0 | 100 | |
254709108 | 254709108 | DISCOVER FINL SVCS | COM | 3 | 32 | 0 | 100 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 357 | 3570 | 0 | 100 | |
256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 311 | 1479 | 0 | 100 | |
256746108 | 256746108 | DOLLAR TREE INC | COM | 23 | 162 | 0 | 100 | |
25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 7 | 127 | 0 | 100 | |
25754A201 | 25754A201 | DOMINOS PIZZA INC | COM | 15 | 45 | 0 | 100 | |
260557103 | 260557103 | DOW INC | COM | 4 | 64 | 0 | 100 | |
26142V105 | 26142V105 | DRAFTKINGS INC NEW | COM CL A | 7 | 375 | 0 | 100 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 84 | 875 | 0 | 100 | |
26614N102 | 26614N102 | DUPONT DE NEMOURS INC | COM | 2 | 24 | 0 | 100 | |
23355L106 | 23355L106 | DXC TECHNOLOGY CO | COM | 2 | 85 | 0 | 100 | |
02072L722 | 02072L722 | EA SERIES TRUST | STRIVE US ENERGY | 22 | 800 | 0 | 100 | |
277432100 | 277432100 | EASTMAN CHEM CO | COM | 18 | 208 | 0 | 100 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 89 | 522 | 0 | 100 | |
278642103 | 278642103 | EBAY INC. | COM | 230 | 5174 | 0 | 100 | |
278865100 | 278865100 | ECOLAB INC | COM | 33 | 200 | 0 | 100 | |
281020107 | 281020107 | EDISON INTL | COM | 43 | 615 | 0 | 100 | |
M3760D101 | M3760D101 | ELBIT SYS LTD | ORD | 34 | 200 | 0 | 100 | |
28618M106 | 28618M106 | ELEMENT SOLUTIONS INC | COM | 13 | 667 | 0 | 100 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 1 | 3 | 0 | 100 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 51 | 581 | 0 | 100 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 2 | 53 | 0 | 100 | |
29261A100 | 29261A100 | ENCOMPASS HEALTH CORP | COM | 16 | 303 | 0 | 100 | |
29268T409 | 29268T409 | ENERGY FOCUS INC | COM | 0 | 144 | 0 | 100 | |
29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 5 | 384 | 0 | 100 | |
29358P101 | 29358P101 | ENSIGN GROUP INC | COM | 22 | 232 | 0 | 100 | |
29362U104 | 29362U104 | ENTEGRIS INC | COM | 19 | 228 | 0 | 100 | |
293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 18 | 700 | 0 | 100 | |
26875P101 | 26875P101 | EOG RES INC | COM | 0 | 4 | 0 | 100 | |
26884L109 | 26884L109 | EQT CORP | COM | 3 | 100 | 0 | 100 | |
294429105 | 294429105 | EQUIFAX INC | COM | 1 | 5 | 0 | 100 | |
29446M102 | 29446M102 | EQUINOR ASA | SPONSORED ADR | 0 | 17 | 0 | 100 | |
294821608 | 294821608 | ERICSSON | ADR B SEK 10 | 12 | 2000 | 0 | 100 | |
26924G508 | 26924G508 | ETF MANAGERS TR | ETFMG ALTR HRVST | 3 | 850 | 0 | 100 | |
26924G201 | 26924G201 | ETF MANAGERS TR | PRIME CYBR SCRTY | 14 | 300 | 0 | 100 | |
26924G409 | 26924G409 | ETF MANAGERS TR | PRIME MOBILE PAY | 0 | 8 | 0 | 100 | |
30034W106 | 30034W106 | EVERGY INC | COM | 1 | 16 | 0 | 100 | |
30040W108 | 30040W108 | EVERSOURCE ENERGY | COM | 846 | 10808 | 0 | 100 | |
30049H102 | 30049H102 | EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 16 | 5000 | 0 | 100 | |
30057T105 | 30057T105 | EVOQUA WATER TECHNOLOGIES CO | COM | 6 | 125 | 0 | 100 | |
30161N101 | 30161N101 | EXELON CORP | COM | 1 | 12 | 0 | 100 | |
30212W100 | 30212W100 | EXP WORLD HLDGS INC | COM | 13 | 997 | 0 | 100 | |
30225T102 | 30225T102 | EXTRA SPACE STORAGE INC | COM | 1 | 5 | 0 | 100 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 891 | 8126 | 0 | 100 | |
303075105 | 303075105 | FACTSET RESH SYS INC | COM | 15 | 37 | 0 | 100 | |
31620M106 | 31620M106 | FIDELITY NATL INFORMATION SV | COM | 3 | 53 | 0 | 100 | |
33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 15 | 318 | 0 | 100 | |
33740F763 | 33740F763 | FIRST TR EXCHNG TRADED FD VI | US EQT BUFFER | 26 | 696 | 0 | 100 | |
337345102 | 337345102 | FIRST TR NASDAQ 100 TECH IND | SHS | 18 | 141 | 0 | 100 | |
33829M101 | 33829M101 | FIVE BELOW INC | COM | 0 | 2 | 0 | 100 | |
33939L407 | 33939L407 | FLEXSHARES TR | MORNSTAR UPSTR | 12553 | 296832 | 0 | 100 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 3 | 250 | 0 | 100 | |
345523104 | 345523104 | FORESIGHT AUTONOMOUS HLDGS L | SPONSORED ADS | 0 | 300 | 0 | 100 | |
34959E109 | 34959E109 | FORTINET INC | COM | 1 | 16 | 0 | 100 | |
35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 110 | 2678 | 0 | 100 | |
362397101 | 362397101 | GABELLI EQUITY TR INC | COM | 15 | 2549 | 0 | 100 | |
36246K103 | 36246K103 | GABELLI HLTHCARE &WELLNESS | SHS | 1 | 127 | 0 | 100 | |
36239Q109 | 36239Q109 | GABELLI MULTIMEDIA TR INC | COM | 2 | 339 | 0 | 100 | |
363576109 | 363576109 | GALLAGHER ARTHUR J &CO | COM | 1 | 6 | 0 | 100 | |
H2906T109 | H2906T109 | GARMIN LTD | SHS | 10 | 100 | 0 | 100 | |
366651107 | 366651107 | GARTNER INC | COM | 1 | 2 | 0 | 100 | |
36266G107 | 36266G107 | GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 33 | 402 | 0 | 100 | |
668771108 | 668771108 | GEN DIGITAL INC | COM | 1 | 32 | 0 | 100 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 110 | 480 | 0 | 100 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 116 | 1214 | 0 | 100 | |
37045V100 | 37045V100 | GENERAL MTRS CO | COM | 7 | 180 | 0 | 100 | |
374163103 | 374163103 | GERON CORP | COM | 1 | 300 | 0 | 100 | |
36168Q104 | 36168Q104 | GFL ENVIRONMENTAL INC | SUB VTG SHS | 19 | 549 | 0 | 100 | |
37611X100 | 37611X100 | GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 53 | 40000 | 0 | 100 | |
37954Y814 | 37954Y814 | GLOBAL X FDS | FINTECH ETF | 0 | 11 | 0 | 100 | |
37954Y855 | 37954Y855 | GLOBAL X FDS | LITHIUM BTRY ETF | 2 | 30 | 0 | 100 | |
G39387108 | G39387108 | GLOBALFOUNDRIES INC | ORDINARY SHARES | 0 | 7 | 0 | 100 | |
37959E102 | 37959E102 | GLOBE LIFE INC | COM | 14 | 126 | 0 | 100 | |
G9456A100 | G9456A100 | GOLAR LNG LTD | SHS | 5 | 210 | 0 | 100 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 29 | 90 | 0 | 100 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 411 | 596 | 0 | 100 | |
37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 30 | 846 | 0 | 100 | |
405166109 | 405166109 | HAGERTY INC | CL A COM | 2 | 175 | 0 | 100 | |
405552100 | 405552100 | HALEON PLC | SPON ADS | 8 | 1040 | 0 | 100 | |
40637H109 | 40637H109 | HALOZYME THERAPEUTICS INC | COM | 27 | 700 | 0 | 100 | |
407497106 | 407497106 | HAMILTON LANE INC | CL A | 15 | 203 | 0 | 100 | |
419870100 | 419870100 | HAWAIIAN ELEC INDUSTRIES | COM | 39 | 1010 | 0 | 100 | |
422806208 | 422806208 | HEICO CORP NEW | CL A | 1 | 9 | 0 | 100 | |
42330P107 | 42330P107 | HELIX ENERGY SOLUTIONS GRP I | COM | 0 | 25 | 0 | 100 | |
426281101 | 426281101 | HENRY JACK &ASSOC INC | COM | 13 | 85 | 0 | 100 | |
42809H107 | 42809H107 | HESS CORP | COM | 2 | 12 | 0 | 100 | |
42824C109 | 42824C109 | HEWLETT PACKARD ENTERPRISE C | COM | 16 | 1000 | 0 | 100 | |
428291108 | 428291108 | HEXCEL CORP NEW | COM | 34 | 500 | 0 | 100 | |
428304406 | 428304406 | HEXO CORP | COM | 0 | 13 | 0 | 100 | |
43300A203 | 43300A203 | HILTON WORLDWIDE HLDGS INC | COM | 1 | 8 | 0 | 100 | |
436893200 | 436893200 | HOME BANCSHARES INC | COM | 17 | 773 | 0 | 100 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 713 | 2414 | 0 | 100 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 210 | 1101 | 0 | 100 | |
40434L105 | 40434L105 | HP INC | COM | 29 | 1000 | 0 | 100 | |
444859102 | 444859102 | HUMANA INC | COM | 2 | 5 | 0 | 100 | |
45167R104 | 45167R104 | IDEX CORP | COM | 274 | 1186 | 0 | 100 | |
45168D104 | 45168D104 | IDEXX LABS INC | COM | 1 | 2 | 0 | 100 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 68 | 280 | 0 | 100 | |
45378A106 | 45378A106 | INDEPENDENCE RLTY TR INC | COM | 58 | 3635 | 0 | 100 | |
45778Q107 | 45778Q107 | INSPERITY INC | COM | 18 | 147 | 0 | 100 | |
458140100 | 458140100 | INTEL CORP | COM | 267 | 8182 | 0 | 100 | |
458334109 | 458334109 | INTER PARFUMS INC | COM | 24 | 167 | 0 | 100 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 58 | 560 | 0 | 100 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 59 | 447 | 0 | 100 | |
459506101 | 459506101 | INTERNATIONAL FLAVORS&FRAGRA | COM | 0 | 5 | 0 | 100 | |
460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 7 | 205 | 0 | 100 | |
460690100 | 460690100 | INTERPUBLIC GROUP COS INC | COM | 0 | 12 | 0 | 100 | |
461202103 | 461202103 | INTUIT | COM | 2 | 3 | 0 | 100 | |
46124J201 | 46124J201 | INVENTRUST PPTYS CORP | COM NEW | 2 | 100 | 0 | 100 | |
46141D203 | 46141D203 | INVESCO DB US DLR INDEX TR | BULLISH FD | 1 | 21 | 0 | 100 | |
46138E164 | 46138E164 | INVESCO EXCH TRADED FD TR II | S&P SMLCP ENGY | 9 | 950 | 0 | 100 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 14 | 100 | 0 | 100 | |
G491BT108 | G491BT108 | INVESCO LTD | SHS | 0 | 20 | 0 | 100 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 22 | 67 | 0 | 100 | |
462222100 | 462222100 | IONIS PHARMACEUTICALS INC | COM | 2 | 68 | 0 | 100 | |
46269C102 | 46269C102 | IRIDIUM COMMUNICATIONS INC | COM | 9 | 142 | 0 | 100 | |
46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 0 | 5 | 0 | 100 | |
464286533 | 464286533 | ISHARES INC | MSCI EMERG MRKT | 4 | 71 | 0 | 100 | |
46434G848 | 46434G848 | ISHARES INC | MSCI GBL ETF NEW | 26 | 607 | 0 | 100 | |
46428Q109 | 46428Q109 | ISHARES SILVER TR | ISHARES | 55 | 2500 | 0 | 100 | |
46436E718 | 46436E718 | ISHARES TR | 0-3 MNTH TREASRY | 32 | 321 | 0 | 100 | |
46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 66 | 1589 | 0 | 100 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 87 | 1057 | 0 | 100 | |
464288653 | 464288653 | ISHARES TR | 10-20 YR TRS ETF | 3 | 25 | 0 | 100 | |
464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 161 | 1622 | 0 | 100 | |
464288166 | 464288166 | ISHARES TR | AGENCY BOND ETF | 20 | 188 | 0 | 100 | |
46435U853 | 46435U853 | ISHARES TR | BROAD USD HIGH | 25 | 700 | 0 | 100 | |
46435G102 | 46435G102 | ISHARES TR | CONV BD ETF | 1 | 16 | 0 | 100 | |
46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 19 | 374 | 0 | 100 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 3914 | 58550 | 0 | 100 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 12035 | 48107 | 0 | 100 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 11480 | 118716 | 0 | 100 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 1090 | 12041 | 0 | 100 | |
464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 133 | 1495 | 0 | 100 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 36949 | 89884 | 0 | 100 | |
46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 23 | 504 | 0 | 100 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 92 | 925 | 0 | 100 | |
46435U135 | 46435U135 | ISHARES TR | CYBERSECURITY | 4 | 100 | 0 | 100 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 5 | 56 | 0 | 100 | |
464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 6 | 131 | 0 | 100 | |
46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 0 | 5 | 0 | 100 | |
46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 1 | 18 | 0 | 100 | |
46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 14 | 153 | 0 | 100 | |
464287549 | 464287549 | ISHARES TR | EXPND TEC SC ETF | 56 | 165 | 0 | 100 | |
46435G474 | 46435G474 | ISHARES TR | FALN ANGLS USD | 1 | 44 | 0 | 100 | |
46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 24 | 479 | 0 | 100 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 22 | 1100 | 0 | 100 | |
464287341 | 464287341 | ISHARES TR | GLOBAL ENERG ETF | 483 | 12779 | 0 | 100 | |
464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 40 | 362 | 0 | 100 | |
464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 40 | 1457 | 0 | 100 | |
464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 4 | 10 | 0 | 100 | |
464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 203 | 4025 | 0 | 100 | |
464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 23 | 439 | 0 | 100 | |
464288588 | 464288588 | ISHARES TR | MBS ETF | 132 | 1398 | 0 | 100 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 262 | 6630 | 0 | 100 | |
46435G532 | 46435G532 | ISHARES TR | MSCI GBL SUS DEV | 0 | 4 | 0 | 100 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 2 | 24 | 0 | 100 | |
46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 2 | 11 | 0 | 100 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 17651 | 142270 | 0 | 100 | |
464287531 | 464287531 | ISHARES TR | NA TEC MULTM ETF | 53 | 745 | 0 | 100 | |
464287374 | 464287374 | ISHARES TR | NORTH AMERN NAT | 22 | 564 | 0 | 100 | |
464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 14910 | 66199 | 0 | 100 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 31 | 125 | 0 | 100 | |
464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 21 | 295 | 0 | 100 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 4 | 20 | 0 | 100 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 8997 | 140816 | 0 | 100 | |
464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 7055 | 46485 | 0 | 100 | |
464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 5986 | 83714 | 0 | 100 | |
464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 4241 | 41269 | 0 | 100 | |
464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 6065 | 55170 | 0 | 100 | |
464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 9 | 84 | 0 | 100 | |
464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 4325 | 46209 | 0 | 100 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 2 | 20 | 0 | 100 | |
464287838 | 464287838 | ISHARES TR | U.S. BAS MTL ETF | 56 | 422 | 0 | 100 | |
464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 22 | 493 | 0 | 100 | |
464287770 | 464287770 | ISHARES TR | U.S. FIN SVC ETF | 48 | 320 | 0 | 100 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 61 | 652 | 0 | 100 | |
464287697 | 464287697 | ISHARES TR | U.S. UTILITS ETF | 45 | 543 | 0 | 100 | |
464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 42 | 362 | 0 | 100 | |
464287812 | 464287812 | ISHARES TR | US CONSM STAPLES | 52 | 261 | 0 | 100 | |
464287754 | 464287754 | ISHARES TR | US INDUSTRIALS | 54 | 544 | 0 | 100 | |
46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 8 | 329 | 0 | 100 | |
464287192 | 464287192 | ISHARES TR | US TRSPRTION | 51 | 223 | 0 | 100 | |
46431W853 | 46431W853 | ISHARES U S ETF TR | GSCI CMDTY STGY | 1 | 28 | 0 | 100 | |
45073V108 | 45073V108 | ITT INC | COM | 1 | 6 | 0 | 100 | |
46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46 | 850 | 0 | 100 | |
46982L108 | 46982L108 | JACOBS SOLUTIONS INC | COM | 179 | 1522 | 0 | 100 | |
47215P106 | 47215P106 | JD.COM INC | SPON ADR CL A | 0 | 4 | 0 | 100 | |
477143101 | 477143101 | JETBLUE AWYS CORP | COM | 12 | 1700 | 0 | 100 | |
G65163100 | G65163100 | JOBY AVIATION INC | COMMON STOCK | 9 | 2000 | 0 | 100 | |
478160104 | 478160104 | JOHNSON &JOHNSON | COM | 2138 | 13792 | 0 | 100 | |
46625H100 | 46625H100 | JPMORGAN CHASE &CO | COM | 783 | 6012 | 0 | 100 | |
486606106 | 486606106 | KAYNE ANDERSON ENERGY INFRST | COM | 9 | 1000 | 0 | 100 | |
489398107 | 489398107 | KENNEDY-WILSON HOLDINGS INC | COM | 30 | 1795 | 0 | 100 | |
493267108 | 493267108 | KEYCORP | COM | 0 | 25 | 0 | 100 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 13 | 100 | 0 | 100 | |
49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 6 | 317 | 0 | 100 | |
49714P108 | 49714P108 | KINSALE CAP GROUP INC | COM | 14 | 45 | 0 | 100 | |
48251W104 | 48251W104 | KKR &CO INC | COM | 6 | 113 | 0 | 100 | |
482480100 | 482480100 | KLA CORP | COM NEW | 27 | 68 | 0 | 100 | |
499049104 | 499049104 | KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 0 | 7 | 0 | 100 | |
50050N103 | 50050N103 | KONTOOR BRANDS INC | COM | 1 | 16 | 0 | 100 | |
500688106 | 500688106 | KOSMOS ENERGY LTD | COM | 0 | 51 | 0 | 100 | |
501242101 | 501242101 | KULICKE &SOFFA INDS INC | COM | 18 | 342 | 0 | 100 | |
50155Q100 | 50155Q100 | KYNDRYL HLDGS INC | COMMON STOCK | 11 | 715 | 0 | 100 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 25 | 129 | 0 | 100 | |
512807108 | 512807108 | LAM RESEARCH CORP | COM | 62 | 117 | 0 | 100 | |
515098101 | 515098101 | LANDSTAR SYS INC | COM | 18 | 102 | 0 | 100 | |
517834107 | 517834107 | LAS VEGAS SANDS CORP | COM | 1 | 25 | 0 | 100 | |
525558201 | 525558201 | LEMAITRE VASCULAR INC | COM | 916 | 17797 | 0 | 100 | |
52567D107 | 52567D107 | LEMONADE INC | COM | 0 | 21 | 0 | 100 | |
52603A208 | 52603A208 | LENDINGCLUB CORP | COM NEW | 0 | 20 | 0 | 100 | |
53216B104 | 53216B104 | LIFEMD INC | COM | 1 | 300 | 0 | 100 | |
532457108 | 532457108 | LILLY ELI &CO | COM | 1516 | 4413 | 0 | 100 | |
G54950103 | G54950103 | LINDE PLC | SHS | 152 | 426 | 0 | 100 | |
53656F417 | 53656F417 | LISTED FD TR | ROUNDHILL BALL | 0 | 35 | 0 | 100 | |
53656F789 | 53656F789 | LISTED FD TR | ROUNDHILL SPORTS | 1 | 62 | 0 | 100 | |
537008104 | 537008104 | LITTELFUSE INC | COM | 17 | 64 | 0 | 100 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 206 | 436 | 0 | 100 | |
548661107 | 548661107 | LOWES COS INC | COM | 101 | 505 | 0 | 100 | |
550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 46 | 125 | 0 | 100 | |
550241103 | 550241103 | LUMEN TECHNOLOGIES INC | COM | 2 | 775 | 0 | 100 | |
55024U109 | 55024U109 | LUMENTUM HLDGS INC | COM | 4 | 73 | 0 | 100 | |
55087P104 | 55087P104 | LYFT INC | CL A COM | 0 | 25 | 0 | 100 | |
55261F104 | 55261F104 | M &T BK CORP | COM | 1 | 7 | 0 | 100 | |
565788106 | 565788106 | MARATHON DIGITAL HOLDINGS IN | COM | 0 | 25 | 0 | 100 | |
571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 17 | 104 | 0 | 100 | |
571748102 | 571748102 | MARSH &MCLENNAN COS INC | COM | 1 | 6 | 0 | 100 | |
573284106 | 573284106 | MARTIN MARIETTA MATLS INC | COM | 62 | 175 | 0 | 100 | |
573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 2 | 36 | 0 | 100 | |
574599106 | 574599106 | MASCO CORP | COM | 7 | 148 | 0 | 100 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 491 | 1350 | 0 | 100 | |
576485205 | 576485205 | MATADOR RES CO | COM | 15 | 309 | 0 | 100 | |
577081102 | 577081102 | MATTEL INC | COM | 0 | 5 | 0 | 100 | |
577933104 | 577933104 | MAXIMUS INC | COM | 1 | 7 | 0 | 100 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 3523 | 12600 | 0 | 100 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 1 | 2 | 0 | 100 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 164 | 2032 | 0 | 100 | |
585464100 | 585464100 | MELCO RESORTS AND ENTMNT LTD | ADR | 6 | 500 | 0 | 100 | |
58933Y105 | 58933Y105 | MERCK &CO INC | COM | 212 | 1995 | 0 | 100 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 271 | 1279 | 0 | 100 | |
59156R108 | 59156R108 | METLIFE INC | COM | 31 | 535 | 0 | 100 | |
55273C107 | 55273C107 | MFS INTER INCOME TR | SH BEN INT | 2 | 872 | 0 | 100 | |
552737108 | 552737108 | MFS MULTIMARKET INCOME TR | SH BEN INT | 9 | 2000 | 0 | 100 | |
595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 1 | 12 | 0 | 100 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 6555 | 22736 | 0 | 100 | |
60770K107 | 60770K107 | MODERNA INC | COM | 42 | 274 | 0 | 100 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 45 | 645 | 0 | 100 | |
609839105 | 609839105 | MONOLITHIC PWR SYS INC | COM | 9 | 17 | 0 | 100 | |
610236101 | 610236101 | MONRO INC | COM | 14 | 289 | 0 | 100 | |
615369105 | 615369105 | MOODYS CORP | COM | 1 | 4 | 0 | 100 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 0 | 5 | 0 | 100 | |
617700109 | 617700109 | MORNINGSTAR INC | COM | 13 | 63 | 0 | 100 | |
61945C103 | 61945C103 | MOSAIC CO NEW | COM | 271 | 5900 | 0 | 100 | |
620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 349 | 1219 | 0 | 100 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 1 | 3 | 0 | 100 | |
649445103 | 649445103 | NEW YORK CMNTY BANCORP INC | COM | 2 | 250 | 0 | 100 | |
65158N102 | 65158N102 | NEWMARK GROUP INC | CL A | 18 | 2500 | 0 | 100 | |
651639106 | 651639106 | NEWMONT CORP | COM | 229 | 4663 | 0 | 100 | |
65249B109 | 65249B109 | NEWS CORP NEW | CL A | 0 | 1 | 0 | 100 | |
65341D102 | 65341D102 | NEXPOINT RESIDENTIAL TR INC | COM | 14 | 323 | 0 | 100 | |
65336K103 | 65336K103 | NEXSTAR MEDIA GROUP INC | COMMON STOCK | 16 | 92 | 0 | 100 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 415 | 5390 | 0 | 100 | |
654106103 | 654106103 | NIKE INC | CL B | 93 | 758 | 0 | 100 | |
62914V106 | 62914V106 | NIO INC | SPON ADS | 4 | 356 | 0 | 100 | |
655663102 | 655663102 | NORDSON CORP | COM | 16 | 71 | 0 | 100 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 101 | 475 | 0 | 100 | |
66405S100 | 66405S100 | NORTHEAST BK LEWISTON ME | COM | 227 | 6750 | 0 | 100 | |
665531307 | 665531307 | NORTHERN OIL AND GAS INC MN | COM | 24 | 803 | 0 | 100 | |
665859104 | 665859104 | NORTHERN TR CORP | COM | 1 | 13 | 0 | 100 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 36 | 78 | 0 | 100 | |
67090X107 | 67090X107 | NUVEEN CORE EQUITY ALPHA FD | COM | 12 | 1000 | 0 | 100 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1102 | 3969 | 0 | 100 | |
N6596X109 | N6596X109 | NXP SEMICONDUCTORS N V | COM | 281 | 1508 | 0 | 100 | |
674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 1 | 15 | 0 | 100 | |
679295105 | 679295105 | OKTA INC | CL A | 0 | 3 | 0 | 100 | |
679580100 | 679580100 | OLD DOMINION FREIGHT LINE IN | COM | 7 | 20 | 0 | 100 | |
682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 1 | 7 | 0 | 100 | |
683715106 | 683715106 | OPEN TEXT CORP | COM | 1 | 13 | 0 | 100 | |
68375N103 | 68375N103 | OPKO HEALTH INC | COM | 0 | 100 | 0 | 100 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 612 | 6584 | 0 | 100 | |
68622V106 | 68622V106 | ORGANON &CO | COMMON STOCK | 2 | 104 | 0 | 100 | |
688239201 | 688239201 | OSHKOSH CORP | COM | 1 | 11 | 0 | 100 | |
69047Q102 | 69047Q102 | OVINTIV INC | COM | 0 | 11 | 0 | 100 | |
695156109 | 695156109 | PACKAGING CORP AMER | COM | 5 | 38 | 0 | 100 | |
69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 15 | 1775 | 0 | 100 | |
697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 1 | 5 | 0 | 100 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 380 | 5003 | 0 | 100 | |
707569109 | 707569109 | PENN ENTERTAINMENT INC | COM | 5 | 163 | 0 | 100 | |
G7S00T104 | G7S00T104 | PENTAIR PLC | SHS | 1 | 13 | 0 | 100 | |
713448108 | 713448108 | PEPSICO INC | COM | 367 | 2012 | 0 | 100 | |
714046109 | 714046109 | PERKINELMER INC | COM | 13 | 100 | 0 | 100 | |
G97822103 | G97822103 | PERRIGO CO PLC | SHS | 15 | 412 | 0 | 100 | |
717081103 | 717081103 | PFIZER INC | COM | 230 | 5626 | 0 | 100 | |
69331C108 | 69331C108 | PG&E CORP | COM | 2 | 110 | 0 | 100 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 349 | 3588 | 0 | 100 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 30 | 300 | 0 | 100 | |
723787107 | 723787107 | PIONEER NAT RES CO | COM | 82 | 401 | 0 | 100 | |
724479100 | 724479100 | PITNEY BOWES INC | COM | 2 | 451 | 0 | 100 | |
69343T107 | 69343T107 | PJT PARTNERS INC | COM CL A | 36 | 500 | 0 | 100 | |
72919P202 | 72919P202 | PLUG POWER INC | COM NEW | 3 | 250 | 0 | 100 | |
693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 26 | 203 | 0 | 100 | |
73278L105 | 73278L105 | POOL CORP | COM | 15 | 44 | 0 | 100 | |
736508847 | 736508847 | PORTLAND GEN ELEC CO | COM NEW | 0 | 10 | 0 | 100 | |
739276103 | 739276103 | POWER INTEGRATIONS INC | COM | 18 | 208 | 0 | 100 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 202 | 1358 | 0 | 100 | |
743315103 | 743315103 | PROGRESSIVE CORP | COM | 100 | 696 | 0 | 100 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 34 | 271 | 0 | 100 | |
74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 0 | 1 | 0 | 100 | |
74347G432 | 74347G432 | PROSHARES TR | ULTRAPRO SHT QQQ | 294 | 10000 | 0 | 100 | |
743606105 | 743606105 | PROSPERITY BANCSHARES INC | COM | 13 | 219 | 0 | 100 | |
744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 45 | 725 | 0 | 100 | |
746228303 | 746228303 | PURE CYCLE CORP | COM NEW | 35 | 3750 | 0 | 100 | |
74736K101 | 74736K101 | QORVO INC | COM | 6 | 57 | 0 | 100 | |
747316107 | 747316107 | QUAKER HOUGHTON | COM | 13 | 65 | 0 | 100 | |
747525103 | 747525103 | QUALCOMM INC | COM | 30 | 233 | 0 | 100 | |
74834L100 | 74834L100 | QUEST DIAGNOSTICS INC | COM | 34 | 241 | 0 | 100 | |
754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 4 | 38 | 0 | 100 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 92 | 942 | 0 | 100 | |
756109104 | 756109104 | REALTY INCOME CORP | COM | 17 | 270 | 0 | 100 | |
756158101 | 756158101 | REAVES UTIL INCOME FD | COM SH BEN INT | 48 | 1700 | 0 | 100 | |
758750103 | 758750103 | REGAL REXNORD CORPORATION | COM | 1 | 7 | 0 | 100 | |
75886F107 | 75886F107 | REGENERON PHARMACEUTICALS | COM | 8 | 10 | 0 | 100 | |
7591EP100 | 7591EP100 | REGIONS FINANCIAL CORP NEW | COM | 0 | 25 | 0 | 100 | |
759509102 | 759509102 | RELIANCE STEEL &ALUMINUM CO | COM | 22 | 86 | 0 | 100 | |
74967X103 | 74967X103 | RH | COM | 0 | 1 | 0 | 100 | |
767204100 | 767204100 | RIO TINTO PLC | SPONSORED ADR | 17 | 250 | 0 | 100 | |
773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 367 | 1250 | 0 | 100 | |
778296103 | 778296103 | ROSS STORES INC | COM | 1 | 8 | 0 | 100 | |
78409V104 | 78409V104 | S&P GLOBAL INC | COM | 425 | 1234 | 0 | 100 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 4 | 19 | 0 | 100 | |
80105N105 | 80105N105 | SANOFI | SPONSORED ADR | 1 | 25 | 0 | 100 | |
803054204 | 803054204 | SAP SE | SPON ADR | 1 | 5 | 0 | 100 | |
78410G104 | 78410G104 | SBA COMMUNICATIONS CORP NEW | CL A | 1 | 3 | 0 | 100 | |
806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 3 | 70 | 0 | 100 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 719 | 9825 | 0 | 100 | |
808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 1900 | 28000 | 0 | 100 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1887 | 45000 | 0 | 100 | |
81141R100 | 81141R100 | SEA LTD | SPONSORD ADS | 1 | 6 | 0 | 100 | |
81181C104 | 81181C104 | SEAGEN INC | COM | 7 | 35 | 0 | 100 | |
81282V100 | 81282V100 | SEAWORLD ENTMT INC | COM | 8 | 124 | 0 | 100 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 23 | 275 | 0 | 100 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 3 | 100 | 0 | 100 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 0 | 1 | 0 | 100 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 0 | 1 | 0 | 100 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 21 | 138 | 0 | 100 | |
81762P102 | 81762P102 | SERVICENOW INC | COM | 33 | 70 | 0 | 100 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 17 | 300 | 0 | 100 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 1 | 4 | 0 | 100 | |
82489T104 | 82489T104 | SHOCKWAVE MED INC | COM | 0 | 1 | 0 | 100 | |
825690100 | 825690100 | SHUTTERSTOCK INC | COM | 20 | 282 | 0 | 100 | |
828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 0 | 3 | 0 | 100 | |
83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC | COM | 1 | 6 | 0 | 100 | |
831865209 | 831865209 | SMITH A O CORP | COM | 30 | 435 | 0 | 100 | |
83304A106 | 83304A106 | SNAP INC | CL A | 2 | 165 | 0 | 100 | |
833034101 | 833034101 | SNAP ON INC | COM | 247 | 1000 | 0 | 100 | |
83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 2 | 250 | 0 | 100 | |
842587107 | 842587107 | SOUTHERN CO | COM | 1 | 16 | 0 | 100 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1 | 3 | 0 | 100 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 6 | 33 | 0 | 100 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 31 | 76 | 0 | 100 | |
78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 9 | 190 | 0 | 100 | |
78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 805 | 14546 | 0 | 100 | |
78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 848 | 20825 | 0 | 100 | |
78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 276 | 4026 | 0 | 100 | |
78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 329 | 4977 | 0 | 100 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 292 | 3956 | 0 | 100 | |
78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 319 | 4183 | 0 | 100 | |
78468R689 | 78468R689 | SPDR SER TR | S&P KENSHO SMART | 2 | 50 | 0 | 100 | |
78468R556 | 78468R556 | SPDR SER TR | S&P OILGAS EXP | 18 | 140 | 0 | 100 | |
84790A105 | 84790A105 | SPECTRUM BRANDS HLDGS INC NE | COM | 1 | 9 | 0 | 100 | |
854231107 | 854231107 | STANDEX INTL CORP | COM | 18 | 148 | 0 | 100 | |
854502101 | 854502101 | STANLEY BLACK &DECKER INC | COM | 141 | 1754 | 0 | 100 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 65 | 625 | 0 | 100 | |
G8473T100 | G8473T100 | STERIS PLC | SHS USD | 18 | 92 | 0 | 100 | |
860897107 | 860897107 | STITCH FIX INC | COM CL A | 1 | 200 | 0 | 100 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 428 | 1500 | 0 | 100 | |
871332102 | 871332102 | SYLVAMO CORP | COMMON STOCK | 1 | 18 | 0 | 100 | |
871607107 | 871607107 | SYNOPSYS INC | COM | 1 | 3 | 0 | 100 | |
871829107 | 871829107 | SYSCO CORP | COM | 26 | 336 | 0 | 100 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 46 | 316 | 0 | 100 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 0 | 3 | 0 | 100 | |
874060205 | 874060205 | TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 445 | 27000 | 0 | 100 | |
87612E106 | 87612E106 | TARGET CORP | COM | 40 | 243 | 0 | 100 | |
H84989104 | H84989104 | TE CONNECTIVITY LTD | SHS | 33 | 255 | 0 | 100 | |
88146M101 | 88146M101 | TERRENO RLTY CORP | COM | 16 | 240 | 0 | 100 | |
88160R101 | 88160R101 | TESLA INC | COM | 318 | 1534 | 0 | 100 | |
88162G103 | 88162G103 | TETRA TECH INC NEW | COM | 17 | 117 | 0 | 100 | |
881624209 | 881624209 | TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 1 | 107 | 0 | 100 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 115 | 617 | 0 | 100 | |
125523100 | 125523100 | THE CIGNA GROUP | COM | 3 | 10 | 0 | 100 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 1800 | 3123 | 0 | 100 | |
88830R101 | 88830R101 | TITAN MACHY INC | COM | 2 | 50 | 0 | 100 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 413 | 5270 | 0 | 100 | |
894164102 | 894164102 | TRAVEL PLUS LEISURE CO | COM | 15 | 387 | 0 | 100 | |
89417E109 | 89417E109 | TRAVELERS COMPANIES INC | COM | 2 | 9 | 0 | 100 | |
896239100 | 896239100 | TRIMBLE INC | COM | 4 | 73 | 0 | 100 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 19 | 545 | 0 | 100 | |
89854H102 | 89854H102 | TTEC HLDGS INC | COM | 10 | 281 | 0 | 100 | |
90138F102 | 90138F102 | TWILIO INC | CL A | 0 | 4 | 0 | 100 | |
902494103 | 902494103 | TYSON FOODS INC | CL A | 0 | 8 | 0 | 100 | |
90337L108 | 90337L108 | U S PHYSICAL THERAPY | COM | 18 | 182 | 0 | 100 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 21 | 672 | 0 | 100 | |
90353W103 | 90353W103 | UBIQUITI INC | COM | 10 | 35 | 0 | 100 | |
90278Q108 | 90278Q108 | UFP INDUSTRIES INC | COM | 15 | 183 | 0 | 100 | |
904311206 | 904311206 | UNDER ARMOUR INC | CL C | 7 | 860 | 0 | 100 | |
904708104 | 904708104 | UNIFIRST CORP MASS | COM | 13 | 76 | 0 | 100 | |
904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 27 | 527 | 0 | 100 | |
907818108 | 907818108 | UNION PAC CORP | COM | 31 | 155 | 0 | 100 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 36 | 183 | 0 | 100 | |
911363109 | 911363109 | UNITED RENTALS INC | COM | 24 | 60 | 0 | 100 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1061 | 2245 | 0 | 100 | |
91347P105 | 91347P105 | UNIVERSAL DISPLAY CORP | COM | 21 | 138 | 0 | 100 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 0 | 11 | 0 | 100 | |
912008109 | 912008109 | US FOODS HLDG CORP | COM | 1 | 24 | 0 | 100 | |
918204108 | 918204108 | V F CORP | COM | 3 | 111 | 0 | 100 | |
92189F700 | 92189F700 | VANECK ETF TRUST | AGRIBUSINESS ETF | 21 | 246 | 0 | 100 | |
92189F536 | 92189F536 | VANECK ETF TRUST | LONG MUNI ETF | 11 | 630 | 0 | 100 | |
922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 1335 | 9525 | 0 | 100 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 202 | 5000 | 0 | 100 | |
922042874 | 922042874 | VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 37 | 600 | 0 | 100 | |
92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 43 | 928 | 0 | 100 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 452 | 10000 | 0 | 100 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 26 | 247 | 0 | 100 | |
922475108 | 922475108 | VEEVA SYS INC | CL A COM | 1 | 4 | 0 | 100 | |
92276F100 | 92276F100 | VENTAS INC | COM | 2 | 39 | 0 | 100 | |
92345Y106 | 92345Y106 | VERISK ANALYTICS INC | COM | 1 | 5 | 0 | 100 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 206 | 5301 | 0 | 100 | |
92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 1 | 4 | 0 | 100 | |
92537N108 | 92537N108 | VERTIV HOLDINGS CO | COM CL A | 0 | 19 | 0 | 100 | |
92556V106 | 92556V106 | VIATRIS INC | COM | 1 | 155 | 0 | 100 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1064 | 4720 | 0 | 100 | |
516806205 | 516806205 | VITAL ENERGY INC | COM | 3 | 75 | 0 | 100 | |
928563402 | 928563402 | VMWARE INC | CL A COM | 8 | 64 | 0 | 100 | |
92857W308 | 92857W308 | VODAFONE GROUP PLC NEW | SPONSORED ADR | 4 | 324 | 0 | 100 | |
929740108 | 929740108 | WABTEC | COM | 4 | 42 | 0 | 100 | |
931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 27 | 792 | 0 | 100 | |
931142103 | 931142103 | WALMART INC | COM | 311 | 2109 | 0 | 100 | |
934423104 | 934423104 | WARNER BROS DISCOVERY INC | COM SER A | 22 | 1456 | 0 | 100 | |
934550203 | 934550203 | WARNER MUSIC GROUP CORP | COM CL A | 0 | 10 | 0 | 100 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 67 | 410 | 0 | 100 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 5 | 128 | 0 | 100 | |
G9618E107 | G9618E107 | WHITE MTNS INS GROUP LTD | COM | 34 | 25 | 0 | 100 | |
969457100 | 969457100 | WILLIAMS COS INC | COM | 18 | 596 | 0 | 100 | |
G96629103 | G96629103 | WILLIS TOWERS WATSON PLC LTD | SHS | 1 | 5 | 0 | 100 | |
974155103 | 974155103 | WINGSTOP INC | COM | 21 | 115 | 0 | 100 | |
M98068105 | M98068105 | WIX COM LTD | SHS | 12 | 123 | 0 | 100 | |
980228308 | 980228308 | WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 2 | 99 | 0 | 100 | |
98422D105 | 98422D105 | XPENG INC | ADS | 1 | 50 | 0 | 100 | |
98423J101 | 98423J101 | XPERI INC | COMMON STOCK | 0 | 17 | 0 | 100 | |
98978V103 | 98978V103 | ZOETIS INC | CL A | 96 | 579 | 0 | 100 |