Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, UL, GSK, TAK, SFM, and represent 19.75% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: FSLR, AWK, HOLX, SPY, SJW, GSK, CAC, SNN, UL, AMAL.
- Started 11 new stock positions in SLVM, DUK, X, WBD, ONL, VGSR, PAAS, IP, WS, O. EDV.
- Reduced shares in these 10 stocks: OGN, VOD, SCHO, Physicians Realty Trust, HR, DOC, SFM, HASI, TAK, HIFS.
- Sold out of its positions in ARKK, AGI, BTZ, BKNG, CDE, CRON, DEO, EPD, GILD, HL. SLV, JPST, NYT, NEM, STEM, TTCFQ, VCSH, VOO, WIA, CVAC.
- Clean Yield Group was a net seller of stock by $-2.9M.
- Clean Yield Group has $242M in assets under management (AUM), dropping by 5.67%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 372 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 6.9 | $17M | 87k | 192.53 |
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| Unilever Adr (UL) | 3.6 | $8.7M | 180k | 48.48 |
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| GSK Adr (GSK) | 3.3 | $7.9M | +2% | 213k | 37.06 |
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| Takeda Pharmaceutical Adr (TAK) | 3.0 | $7.3M | -4% | 511k | 14.27 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 3.0 | $7.3M | -5% | 151k | 48.11 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.5 | $6.0M | +16% | 13k | 475.31 |
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| Telus Corporation Stock (TU) | 2.5 | $6.0M | 336k | 17.79 |
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| Hannon Armstrong Sust Infr Cap Reit (HASI) | 2.4 | $5.9M | -5% | 214k | 27.58 |
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| Smith & Nephew Plc Spdn Adr (SNN) | 2.4 | $5.8M | +2% | 214k | 27.28 |
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| Sjw Group Stock (SJW) | 2.4 | $5.8M | +11% | 88k | 65.35 |
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| Physicians Rlty Tr Reit | 2.4 | $5.8M | -9% | 434k | 13.31 |
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| Nomad Foods Ltd Usd Ord Stock (NOMD) | 2.4 | $5.7M | 337k | 16.95 |
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| Vodafone Group Adr (VOD) | 2.2 | $5.5M | -17% | 627k | 8.70 |
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| Microsoft Corp Stock (MSFT) | 2.1 | $5.1M | 14k | 376.05 |
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| Healthpeak Properties Reit (DOC) | 2.0 | $4.8M | -8% | 244k | 19.80 |
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| Novo-nordisk A S Adr (NVO) | 1.7 | $4.1M | -2% | 40k | 103.45 |
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| Amalgamated Financial Corp Stock (AMAL) | 1.6 | $3.9M | +3% | 146k | 26.94 |
|
| Stag Indl Reit (STAG) | 1.6 | $3.9M | -2% | 100k | 39.26 |
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| Johnson & Johnson Stock (JNJ) | 1.5 | $3.7M | 24k | 156.74 |
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| International Business Machs Stock (IBM) | 1.5 | $3.6M | 22k | 163.55 |
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| Healthcare Rlty Tr Cl A Reit (HR) | 1.5 | $3.6M | -12% | 210k | 17.23 |
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| Automatic Data Processing Stock (ADP) | 1.5 | $3.6M | 15k | 232.97 |
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| Cisco Sys Stock (CSCO) | 1.4 | $3.5M | +2% | 69k | 50.52 |
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| First Solar Stock (FSLR) | 1.4 | $3.4M | +72% | 20k | 172.28 |
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| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.3 | $3.2M | +3% | 21k | 152.79 |
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| Ameresco Inc Cl A Stock (AMRC) | 1.3 | $3.2M | -2% | 102k | 31.67 |
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| Camden Natl Corp Stock (CAC) | 1.3 | $3.0M | +5% | 81k | 37.63 |
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| Nokia Corp Adr (NOK) | 1.3 | $3.0M | -5% | 887k | 3.42 |
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| Procter And Gamble Stock (PG) | 1.2 | $2.9M | 20k | 146.54 |
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| American Wtr Wks Stock (AWK) | 1.2 | $2.8M | +79% | 21k | 131.99 |
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| Organon & Co Stock (OGN) | 1.1 | $2.7M | -34% | 186k | 14.42 |
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| Utah Med Prods Stock (UTMD) | 1.1 | $2.7M | 32k | 84.22 |
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| General Mls Stock (GIS) | 1.0 | $2.5M | 38k | 65.14 |
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| Intuit Stock (INTU) | 0.9 | $2.3M | 3.7k | 625.03 |
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| Illinois Tool Wks Stock (ITW) | 0.9 | $2.3M | 8.6k | 261.94 |
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| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.9 | $2.2M | 32k | 68.42 |
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| Eli Lilly & Co Stock (LLY) | 0.9 | $2.2M | -2% | 3.7k | 582.92 |
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| Quest Diagnostics Stock (DGX) | 0.9 | $2.2M | +3% | 16k | 137.88 |
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| Amgen Stock (AMGN) | 0.9 | $2.1M | 7.3k | 288.02 |
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| Expeditors Intl Wash Stock (EXPD) | 0.9 | $2.1M | 17k | 127.20 |
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| Colgate Palmolive Stock (CL) | 0.9 | $2.1M | -3% | 26k | 79.71 |
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| Pepsico Stock (PEP) | 0.8 | $2.0M | 12k | 169.84 |
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| Becton Dickinson & Co Stock (BDX) | 0.7 | $1.7M | 6.8k | 243.83 |
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| Thermo Fisher Scientific Stock (TMO) | 0.6 | $1.5M | -3% | 2.9k | 530.81 |
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| Stryker Corporation Stock (SYK) | 0.6 | $1.5M | 5.1k | 299.46 |
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| Hingham Instn Svgs Mass Stock (HIFS) | 0.6 | $1.5M | -17% | 7.6k | 194.40 |
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| Home Depot Stock (HD) | 0.6 | $1.4M | -3% | 4.0k | 346.55 |
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| Alphabet Class A Stock (GOOGL) | 0.6 | $1.3M | -3% | 9.6k | 139.69 |
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| Merck & Co Stock (MRK) | 0.6 | $1.3M | 12k | 109.02 |
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| Vaneck Green Bond Etf Etf (GRNB) | 0.5 | $1.3M | -9% | 55k | 23.83 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $1.3M | -2% | 3.6k | 356.66 |
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| Hologic Stock (HOLX) | 0.5 | $1.2M | +4320% | 17k | 71.45 |
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| Unitedhealth Group Stock (UNH) | 0.4 | $1.1M | 2.0k | 526.47 |
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| Kadant Stock (KAI) | 0.4 | $1.1M | 3.8k | 280.31 |
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| Us Bancorp Del Stock (USB) | 0.4 | $1.1M | 25k | 43.28 |
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| Nvidia Corporation Stock (NVDA) | 0.4 | $882k | 1.8k | 495.22 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $788k | 5.6k | 140.93 |
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| Trimble Stock (TRMB) | 0.3 | $769k | 15k | 53.20 |
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| Abbott Labs Stock (ABT) | 0.3 | $732k | 6.6k | 110.07 |
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| Abbvie Stock (ABBV) | 0.3 | $731k | 4.7k | 154.97 |
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| Smucker J M Stock (SJM) | 0.3 | $724k | 5.7k | 126.38 |
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| Hubbell Stock (HUBB) | 0.3 | $718k | -4% | 2.2k | 328.93 |
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| Schwab Charles Corp Stock (SCHW) | 0.3 | $705k | 10k | 68.80 |
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| California Wtr Svc Group Stock (CWT) | 0.3 | $668k | 13k | 51.87 |
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| Agilent Technologies Stock (A) | 0.3 | $616k | 4.4k | 139.03 |
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| Tractor Supply Stock (TSCO) | 0.2 | $597k | 2.8k | 215.03 |
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| American Express Stock (AXP) | 0.2 | $587k | 3.1k | 187.34 |
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| Nextera Energy Stock (NEE) | 0.2 | $553k | 9.1k | 60.74 |
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| Mid-amer Apt Cmntys Reit (MAA) | 0.2 | $532k | -3% | 4.0k | 134.46 |
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| Helios Technologies Stock (HLIO) | 0.2 | $528k | 12k | 45.35 |
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| Oreilly Automotive Stock (ORLY) | 0.2 | $523k | 550.00 | 950.08 |
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| Texas Instrs Stock (TXN) | 0.2 | $505k | -5% | 3.0k | 170.46 |
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| Essential Utils Stock (WTRG) | 0.2 | $505k | -9% | 14k | 37.35 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $502k | -2% | 1.2k | 426.51 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $500k | 1.2k | 409.52 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $485k | -16% | 4.8k | 99.98 |
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| Disney Walt Stock (DIS) | 0.2 | $483k | 5.3k | 90.29 |
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| Middlesex Wtr Stock (MSEX) | 0.2 | $474k | -7% | 7.2k | 65.62 |
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| Aflac Stock (AFL) | 0.2 | $467k | -15% | 5.7k | 82.50 |
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| Paychex Stock (PAYX) | 0.2 | $463k | 3.9k | 119.11 |
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| Intel Corp Stock (INTC) | 0.2 | $459k | 9.1k | 50.25 |
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| Prologis Reit (PLD) | 0.2 | $445k | 3.3k | 133.30 |
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| Pfizer Stock (PFE) | 0.2 | $439k | -2% | 15k | 28.79 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $404k | 1.4k | 296.51 |
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| Astrazeneca Adr (AZN) | 0.2 | $397k | 5.9k | 67.35 |
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| General Electric Stock (GE) | 0.2 | $397k | 3.1k | 127.63 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.2 | $392k | -37% | 17k | 23.04 |
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| Hain Celestial Group Stock (HAIN) | 0.2 | $381k | -18% | 35k | 10.95 |
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| Verizon Communications Stock (VZ) | 0.2 | $381k | 10k | 37.70 |
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| Sysco Corp Stock (SYY) | 0.2 | $376k | 5.1k | 73.14 |
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| Keysight Technologies Stock (KEYS) | 0.2 | $375k | 2.4k | 159.09 |
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| Target Corp Stock (TGT) | 0.2 | $370k | -3% | 2.6k | 142.42 |
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| Coca Cola Stock (KO) | 0.2 | $368k | 6.2k | 58.93 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $354k | 2.1k | 170.10 |
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| Lowes Cos Stock (LOW) | 0.1 | $347k | 1.6k | 222.55 |
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| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $333k | 1.6k | 208.34 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $331k | -11% | 501.00 | 660.10 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $330k | 1.1k | 303.17 |
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| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $329k | -10% | 7.1k | 46.36 |
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| 3M Stock (MMM) | 0.1 | $317k | 2.9k | 109.32 |
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.1 | $315k | -69% | 6.5k | 48.45 |
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| Genuine Parts Stock (GPC) | 0.1 | $314k | 2.3k | 138.50 |
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| Waters Corp Stock (WAT) | 0.1 | $308k | +39% | 935.00 | 329.23 |
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| Amazon Stock (AMZN) | 0.1 | $300k | 2.0k | 151.94 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $298k | 6.8k | 43.85 |
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| The Cigna Group Stock (CI) | 0.1 | $294k | 983.00 | 299.45 |
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| Air Prods & Chems Stock (APD) | 0.1 | $263k | 962.00 | 273.80 |
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| Mettler Toledo International Stock (MTD) | 0.1 | $261k | 215.00 | 1212.96 |
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| Walmart Stock (WMT) | 0.1 | $248k | 1.6k | 157.65 |
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| Wabtec Stock (WAB) | 0.1 | $248k | 2.0k | 126.90 |
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| Renaissancere Hldgs Stock (RNR) | 0.1 | $247k | 1.3k | 196.00 |
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| Union Pac Corp Stock (UNP) | 0.1 | $246k | -31% | 1.0k | 245.62 |
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| Church & Dwight Stock (CHD) | 0.1 | $237k | 2.5k | 94.56 |
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| Ansys Stock (ANSS) | 0.1 | $229k | 630.00 | 362.88 |
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| Amphenol Corp New Cl A Stock (APH) | 0.1 | $228k | 2.3k | 99.13 |
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| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.1 | $227k | +33% | 2.1k | 108.26 |
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| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.1 | $225k | -47% | 2.3k | 98.88 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $215k | 4.2k | 51.31 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $210k | 3.0k | 69.98 |
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| Hershey Stock (HSY) | 0.1 | $205k | -2% | 1.1k | 186.44 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $203k | 1.1k | 192.48 |
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| Moodys Corp Stock (MCO) | 0.1 | $195k | 500.00 | 390.56 |
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| Laboratory Corp Amer Hldgs Stock (LH) | 0.1 | $195k | 859.00 | 227.29 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $188k | 808.00 | 232.64 |
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| Mckesson Corp Stock (MCK) | 0.1 | $184k | 397.00 | 462.98 |
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| Fedex Corp Stock (FDX) | 0.1 | $183k | 725.00 | 252.97 |
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| At&t Stock (T) | 0.1 | $179k | 11k | 16.78 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $177k | 926.00 | 191.17 |
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| Acuity Brands Stock (AYI) | 0.1 | $171k | 835.00 | 204.83 |
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| Weyerhaeuser Co Mtn Be Reit (WY) | 0.1 | $170k | 4.9k | 34.77 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $167k | 2.1k | 78.96 |
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| Danaher Corporation Stock (DHR) | 0.1 | $165k | 715.00 | 231.34 |
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| Oracle Corp Stock (ORCL) | 0.1 | $164k | 1.6k | 105.42 |
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| Neogen Corp Stock (NEOG) | 0.1 | $162k | 8.1k | 20.11 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $161k | 1.0k | 157.23 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $157k | 504.00 | 311.06 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $156k | 1.4k | 108.57 |
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| Microchip Technology Stock (MCHP) | 0.1 | $156k | 1.7k | 90.18 |
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| Tennant Stock (TNC) | 0.1 | $154k | 1.7k | 92.68 |
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| Vanguard Value Etf Etf (VTV) | 0.1 | $152k | -7% | 1.0k | 149.50 |
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| Rtx Corporation Stock (RTX) | 0.1 | $147k | 1.7k | 84.14 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $142k | 1.8k | 77.02 |
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| Sherwin Williams Stock (SHW) | 0.1 | $142k | 455.00 | 311.90 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $141k | 542.00 | 260.35 |
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| Cme Group Stock (CME) | 0.1 | $140k | 666.00 | 210.60 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $139k | 4.5k | 31.01 |
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| Msci Stock (MSCI) | 0.1 | $139k | 245.00 | 565.65 |
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| Columbia Bkg Sys Stock (COLB) | 0.1 | $136k | -34% | 5.1k | 26.68 |
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| Carmax Stock (KMX) | 0.1 | $135k | 1.8k | 76.74 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $135k | -36% | 751.00 | 179.10 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $130k | 550.00 | 236.38 |
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| Atlantica Sustainable Infr Stock (AY) | 0.1 | $129k | +71% | 6.0k | 21.50 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $128k | 650.00 | 197.37 |
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| Carrier Global Corporation Stock (CARR) | 0.1 | $128k | 2.2k | 57.45 |
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| Chevron Corp Stock (CVX) | 0.1 | $126k | 843.00 | 149.16 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $124k | 1.0k | 121.51 |
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| Ppg Inds Stock (PPG) | 0.1 | $124k | -15% | 830.00 | 149.55 |
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| Travelers Companies Stock (TRV) | 0.1 | $124k | 650.00 | 190.49 |
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| Wec Energy Group Stock (WEC) | 0.1 | $124k | 1.5k | 84.17 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $122k | 300.00 | 406.89 |
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| Salesforce Stock (CRM) | 0.1 | $121k | 461.00 | 263.14 |
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| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $121k | 11k | 11.00 |
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| Emerson Elec Stock (EMR) | 0.0 | $120k | 1.2k | 97.33 |
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| Fifth Third Bancorp Stock (FITB) | 0.0 | $119k | 3.5k | 34.49 |
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| Alexandria Real Estate Eq Reit (ARE) | 0.0 | $118k | +190% | 930.00 | 126.77 |
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| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $108k | +22% | 1.2k | 91.39 |
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| Walgreens Boots Alliance Stock (WBA) | 0.0 | $104k | 4.0k | 26.11 |
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| Cencora Stock (COR) | 0.0 | $103k | 500.00 | 205.38 |
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| Avery Dennison Corp Stock (AVY) | 0.0 | $102k | 504.00 | 202.16 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $101k | 451.00 | 224.88 |
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| Corning Stock (GLW) | 0.0 | $101k | 3.3k | 30.45 |
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| Masco Corp Stock (MAS) | 0.0 | $101k | 1.5k | 66.98 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $100k | 500.00 | 200.71 |
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| Alcon Ag Ord Stock (ALC) | 0.0 | $99k | -16% | 1.3k | 78.12 |
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| Wells Fargo Stock (WFC) | 0.0 | $98k | 2.0k | 49.22 |
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| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $98k | 6.7k | 14.78 |
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| Dover Corp Stock (DOV) | 0.0 | $97k | 633.00 | 153.81 |
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| Wex Stock (WEX) | 0.0 | $97k | 500.00 | 194.55 |
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| Vanguard Extended Duration Treasury Etf Etf (EDV) | 0.0 | $97k | NEW | 1.2k | 81.03 |
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| Idacorp Stock (IDA) | 0.0 | $97k | -22% | 985.00 | 98.32 |
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| HP Stock (HPQ) | 0.0 | $96k | 3.2k | 30.09 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $92k | 5.4k | 17.17 |
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| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.0 | $91k | 800.00 | 114.04 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $91k | 778.00 | 117.22 |
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| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $91k | 3.6k | 25.30 |
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| Yum Brands Stock (YUM) | 0.0 | $89k | 680.00 | 130.66 |
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| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $88k | 6.4k | 13.63 |
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| Dentsply Sirona Stock (XRAY) | 0.0 | $88k | 2.5k | 35.59 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $87k | 800.00 | 108.25 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $86k | 381.00 | 225.51 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $85k | 1.1k | 77.32 |
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| Roper Technologies Stock (ROP) | 0.0 | $83k | 153.00 | 545.17 |
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| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $79k | 2.1k | 37.91 |
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| Global X Silver Miners Etf Etf (SIL) | 0.0 | $78k | -30% | 2.7k | 28.37 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $77k | 261.00 | 294.88 |
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| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $76k | 1.2k | 63.33 |
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| Vanguard Health Care Etf Etf (VHT) | 0.0 | $75k | 300.00 | 250.70 |
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| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $73k | 300.00 | 241.75 |
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| Caterpillar Stock (CAT) | 0.0 | $72k | 245.00 | 295.67 |
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| Factset Resh Sys Stock (FDS) | 0.0 | $72k | 150.00 | 477.05 |
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| Grainger W W Stock (GWW) | 0.0 | $70k | 85.00 | 828.69 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $70k | 1.3k | 53.82 |
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| Worthington Enterprises Stock (WOR) | 0.0 | $69k | 1.2k | 57.55 |
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| Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) | 0.0 | $69k | 1.8k | 38.81 |
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| Xylem Stock (XYL) | 0.0 | $69k | 600.00 | 114.36 |
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| Cdw Corp Stock (CDW) | 0.0 | $68k | 300.00 | 227.32 |
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| Eastman Chem Stock (EMN) | 0.0 | $68k | 755.00 | 89.82 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $66k | 300.00 | 219.89 |
|
|
| International Flavors&fragranc Stock (IFF) | 0.0 | $66k | 810.00 | 80.97 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $64k | 443.00 | 144.63 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $63k | 500.00 | 125.63 |
|
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $63k | 400.00 | 156.89 |
|
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $62k | 507.00 | 121.70 |
|
|
| Wolfspeed Stock (WOLF) | 0.0 | $61k | 1.4k | 43.51 |
|
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $61k | 7.4k | 8.23 |
|
|
| Verisk Analytics Stock (VRSK) | 0.0 | $60k | 250.00 | 238.86 |
|
|
| Price T Rowe Group Stock (TROW) | 0.0 | $59k | 551.00 | 107.69 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $59k | 133.00 | 440.52 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $59k | 610.00 | 96.01 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $58k | 534.00 | 108.39 |
|
|
| Dollar Tree Stock (DLTR) | 0.0 | $57k | 400.00 | 142.05 |
|
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $57k | 75.00 | 756.92 |
|
|
| Elme Communities Sh Ben Int Reit (ELME) | 0.0 | $57k | 3.9k | 14.60 |
|
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $56k | 254.00 | 219.57 |
|
|
| Uber Technologies Stock (UBER) | 0.0 | $55k | 900.00 | 61.57 |
|
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $54k | 3.2k | 16.98 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $54k | 884.00 | 61.41 |
|
|
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $54k | -51% | 500.00 | 107.49 |
|
| Ebay Stock (EBAY) | 0.0 | $53k | 1.2k | 43.62 |
|
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $53k | -9% | 980.00 | 53.97 |
|
| Eaton Corp Stock (ETN) | 0.0 | $52k | 216.00 | 240.82 |
|
|
| Principal Financial Group Stock (PFG) | 0.0 | $52k | 659.00 | 78.67 |
|
|
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $51k | 470.00 | 108.51 |
|
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $51k | 100.00 | 507.38 |
|
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $50k | 400.00 | 125.14 |
|
|
| Adobe Stock (ADBE) | 0.0 | $49k | 82.00 | 596.60 |
|
|
| Lakeland Finl Corp Stock (LKFN) | 0.0 | $49k | 750.00 | 65.16 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $49k | 315.00 | 154.85 |
|
|
| Cintas Corp Stock (CTAS) | 0.0 | $48k | 80.00 | 602.66 |
|
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $48k | -50% | 500.00 | 96.39 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $46k | 100.00 | 460.70 |
|
|
| Fastenal Stock (FAST) | 0.0 | $45k | 696.00 | 64.77 |
|
|
| Sonoco Prods Stock (SON) | 0.0 | $45k | 797.00 | 55.87 |
|
|
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $44k | 1.5k | 29.36 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $43k | 833.00 | 52.05 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $43k | 566.00 | 76.13 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $41k | 37.00 | 1116.24 |
|
|
| Arrow Finl Corp Stock (AROW) | 0.0 | $41k | 1.5k | 27.94 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $40k | 406.00 | 99.25 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $39k | 1.1k | 34.67 |
|
|
| Ameriprise Finl Stock (AMP) | 0.0 | $38k | -29% | 100.00 | 379.83 |
|
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $38k | 2.2k | 17.09 |
|
|
| Inari Med Stock (NARI) | 0.0 | $37k | 568.00 | 64.92 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $36k | 108.00 | 337.36 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $36k | 75.00 | 484.00 |
|
|
| Loews Corp Stock (L) | 0.0 | $36k | 513.00 | 69.59 |
|
|
| Worthington Stl Stock (WS) | 0.0 | $34k | NEW | 1.2k | 28.10 |
|
| Blackstone Stock (BX) | 0.0 | $31k | 234.00 | 130.92 |
|
|
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $30k | 400.00 | 75.87 |
|
|
| Vital Farms Stock (VITL) | 0.0 | $30k | 1.9k | 15.69 |
|
|
| Fortrea Hldgs Stock (FTRE) | 0.0 | $30k | 859.00 | 34.90 |
|
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $30k | 456.00 | 64.62 |
|
|
| Middleby Corp Stock (MIDD) | 0.0 | $29k | 200.00 | 147.17 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $29k | 400.00 | 72.43 |
|
|
| United States Copper Index Fund Etf (CPER) | 0.0 | $29k | 1.2k | 24.14 |
|
|
| Blackrock Stock (BLK) | 0.0 | $28k | 34.00 | 811.79 |
|
|
| Chubb Stock (CB) | 0.0 | $27k | 120.00 | 226.00 |
|
|
| Motorola Solutions Stock (MSI) | 0.0 | $27k | 85.00 | 313.09 |
|
|
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $25k | 760.00 | 32.70 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $24k | 69.00 | 350.91 |
|
|
| Livewire Group Stock (LVWR) | 0.0 | $24k | 2.1k | 11.31 |
|
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $23k | 300.00 | 77.90 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $23k | 242.00 | 93.81 |
|
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $22k | 225.00 | 98.89 |
|
|
| Invesco S&p Smallcap Information Technology Etf Etf (PSCT) | 0.0 | $22k | 450.00 | 48.25 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $21k | 60.00 | 353.97 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $21k | 86.00 | 243.90 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $21k | 252.00 | 82.96 |
|
|
| Analog Devices Stock (ADI) | 0.0 | $21k | 105.00 | 198.56 |
|
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $21k | 110.00 | 187.91 |
|
|
| Highwoods Pptys Reit (HIW) | 0.0 | $20k | 890.00 | 22.96 |
|
|
| Tesla Stock (TSLA) | 0.0 | $20k | -3% | 80.00 | 248.47 |
|
| Global X Mlp & Energy Infrastructure Etf Etf (MLPX) | 0.0 | $20k | 439.00 | 44.62 |
|
|
| Veralto Corp Stock (VLTO) | 0.0 | $20k | 237.00 | 82.26 |
|
|
| Lululemon Athletica Stock (LULU) | 0.0 | $18k | 36.00 | 511.28 |
|
|
| Elevance Health Stock (ELV) | 0.0 | $18k | 39.00 | 471.56 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $18k | 40.00 | 453.25 |
|
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $18k | 82.00 | 218.15 |
|
|
| Southern Stock (SO) | 0.0 | $18k | 250.00 | 70.12 |
|
|
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $17k | 171.00 | 100.61 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $16k | 78.00 | 209.71 |
|
|
| Pan Amern Silver Corp Stock (PAAS) | 0.0 | $16k | NEW | 1.0k | 16.33 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $16k | 85.00 | 189.47 |
|
|
| State Str Corp Stock (STT) | 0.0 | $16k | 200.00 | 77.46 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $15k | 90.00 | 164.91 |
|
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $15k | 51.00 | 291.02 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $15k | -9% | 164.00 | 89.47 |
|
| Cousins Pptys Reit (CUZ) | 0.0 | $14k | -25% | 589.00 | 24.35 |
|
| Lpl Finl Hldgs Stock (LPLA) | 0.0 | $14k | 63.00 | 227.62 |
|
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $14k | 195.00 | 72.22 |
|
|
| Union Bankshares Stock (UNB) | 0.0 | $14k | 450.00 | 30.65 |
|
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $14k | 161.00 | 83.68 |
|
|
| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $13k | 67.00 | 199.75 |
|
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $13k | -2% | 96.00 | 136.14 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $13k | 51.00 | 253.69 |
|
|
| Eastern Bankshares Stock (EBC) | 0.0 | $13k | 900.00 | 14.20 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $12k | 200.00 | 59.71 |
|
|
| Deere & Co Stock (DE) | 0.0 | $12k | -38% | 29.00 | 399.86 |
|
| Etsy Stock (ETSY) | 0.0 | $11k | 138.00 | 81.05 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $11k | +50% | 83.00 | 133.14 |
|
| Oneok Stock (OKE) | 0.0 | $11k | 155.00 | 70.22 |
|
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $9.9k | 131.00 | 75.57 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $9.7k | -63% | 42.00 | 231.38 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $9.7k | NEW | 100.00 | 97.04 |
|
| Progressive Corp Stock (PGR) | 0.0 | $9.2k | 58.00 | 159.28 |
|
|
| BP Adr (BP) | 0.0 | $8.9k | 250.00 | 35.40 |
|
|
| Ormat Technologies Stock (ORA) | 0.0 | $8.7k | 115.00 | 75.79 |
|
|
| Beyond Meat Stock (BYND) | 0.0 | $8.3k | 930.00 | 8.90 |
|
|
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $8.3k | 115.00 | 71.91 |
|
|
| Alaska Air Group Stock (ALK) | 0.0 | $7.8k | 200.00 | 39.07 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $7.7k | -22% | 52.00 | 147.40 |
|
| Kyndryl Hldgs Stock (KD) | 0.0 | $7.6k | -82% | 366.00 | 20.78 |
|
| Conocophillips Stock (COP) | 0.0 | $7.5k | 65.00 | 116.08 |
|
|
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $7.4k | 410.00 | 18.03 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $7.0k | 8.00 | 878.25 |
|
|
| Ally Finl Stock (ALLY) | 0.0 | $7.0k | 200.00 | 34.92 |
|
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $7.0k | 40.00 | 173.93 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $6.8k | 58.00 | 116.90 |
|
|
| Aramark Stock (ARMK) | 0.0 | $6.3k | 225.00 | 28.06 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $6.2k | 174.00 | 35.90 |
|
|
| Wiley John & Sons Inc Cl A Stock (WLY) | 0.0 | $6.1k | -80% | 193.00 | 31.74 |
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $5.9k | 25.00 | 237.88 |
|
|
| Masimo Corp Stock (MASI) | 0.0 | $5.7k | 49.00 | 117.20 |
|
|
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $5.5k | 324.00 | 17.06 |
|
|
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $5.5k | 55.00 | 99.29 |
|
|
| Mfs Spl Value Tr Sh Ben Int Cef (MFV) | 0.0 | $5.4k | 1.3k | 4.09 |
|
|
| Block Inc Cl A Stock (SQ) | 0.0 | $5.4k | 70.00 | 77.36 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $5.0k | 18.00 | 276.06 |
|
|
| International Paper Stock (IP) | 0.0 | $4.5k | NEW | 125.00 | 36.15 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $4.0k | 20.00 | 199.00 |
|
|
| Netflix Stock (NFLX) | 0.0 | $3.4k | 7.00 | 486.86 |
|
|
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $3.4k | 100.00 | 33.95 |
|
|
| United States Stl Corp Stock (X) | 0.0 | $3.0k | NEW | 62.00 | 48.65 |
|
| Viatris Stock (VTRS) | 0.0 | $2.7k | -51% | 250.00 | 10.83 |
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $2.6k | 110.00 | 23.46 |
|
|
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $2.5k | 100.00 | 25.32 |
|
|
| Vestis Corporation Stock (VSTS) | 0.0 | $2.3k | 111.00 | 21.14 |
|
|
| Gen Digital Stock (GEN) | 0.0 | $2.3k | 100.00 | 22.82 |
|
|
| Kilroy Rlty Corp Reit (KRC) | 0.0 | $2.0k | -34% | 50.00 | 39.84 |
|
| Sanofi Adr (SNY) | 0.0 | $2.0k | 40.00 | 49.73 |
|
|
| Vert Global Sustainable Real Estate Etf Etf (VGSR) | 0.0 | $1.5k | NEW | 148.00 | 9.96 |
|
| Metlife Stock (MET) | 0.0 | $1.5k | 22.00 | 66.14 |
|
|
| Southwest Airls Stock (LUV) | 0.0 | $1.4k | 50.00 | 28.88 |
|
|
| Symbotic Inc Class A Stock (SYM) | 0.0 | $1.0k | 20.00 | 51.35 |
|
|
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $972.000500 | 85.00 | 11.44 |
|
|
| Tilray Brands Stock (TLRY) | 0.0 | $690.000000 | -91% | 300.00 | 2.30 |
|
| General Mtrs Stock (GM) | 0.0 | $646.999200 | 18.00 | 35.94 |
|
|
| Growgeneration Corp Stock (GRWG) | 0.0 | $502.000000 | 200.00 | 2.51 |
|
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $468.000000 | 5.00 | 93.60 |
|
|
| SNDL Stock (SNDL) | 0.0 | $363.991200 | 222.00 | 1.64 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $192.000000 | -96% | 1.00 | 192.00 |
|
| Workhorse Group Stock (WKHS) | 0.0 | $72.000000 | 200.00 | 0.36 |
|
|
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $20.000000 | 50.00 | 0.40 |
|
|
| Agnico Eagle Mines Stock (AEM) | 0.0 | $0 | 0 | 0.00 |
|
|
| Realty Income Corp Reit (O) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $0 | 0 | 0.00 |
|
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $0 | 0 | 0.00 |
|
|
| Srh Total Return Fund Cef (STEW) | 0.0 | $0 | 0 | 0.00 |
|
|
| Invesco Ftse Rafi Us 1000 Etf Etf (PRF) | 0.0 | $0 | 0 | 0.00 |
|
|
| Sylvamo Corp Stock (SLVM) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Orion Office Reit Reit (ONL) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Clean Yield Group
SEC 13F filings are viewable for Clean Yield Group going back to 2011
- Clean Yield Group 2023 Q4 filed Jan. 24, 2024
- Clean Yield Group 2023 Q3 filed Oct. 12, 2023
- Clean Yield Group 2023 Q2 filed July 26, 2023
- Clean Yield Group 2023 Q1 filed April 26, 2023
- Clean Yield Group 2022 Q4 filed Jan. 31, 2023
- Clean Yield Group 2022 Q3 filed Oct. 31, 2022
- Clean Yield Group 2022 Q2 filed July 18, 2022
- Clean Yield Group 2022 Q1 filed April 25, 2022
- Clean Yield Group 2021 Q4 filed Jan. 24, 2022
- Clean Yield Group 2021 Q3 filed Oct. 27, 2021
- Clean Yield Group 2021 Q2 filed July 26, 2021
- Clean Yield Group 2021 Q1 filed April 26, 2021
- Clean Yield Group 2020 Q4 filed Jan. 26, 2021
- Clean Yield Group 2020 Q3 filed Oct. 16, 2020
- Clean Yield Group 2020 Q2 filed July 22, 2020
- Clean Yield Group 2020 Q1 filed April 20, 2020