Boston Financial Mangement as of March 31, 2020
Portfolio Holdings for Boston Financial Mangement
Boston Financial Mangement holds 266 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $78M | 495k | 157.71 | |
| Apple (AAPL) | 4.1 | $64M | 253k | 254.29 | |
| Tyler Technologies (TYL) | 3.9 | $61M | 207k | 296.56 | |
| Pfizer (PFE) | 3.1 | $48M | 1.5M | 32.64 | |
| Cogent Communications (CCOI) | 3.0 | $46M | 564k | 81.97 | |
| Copart (CPRT) | 2.9 | $45M | 661k | 68.52 | |
| Watsco, Incorporated (WSO) | 2.9 | $45M | 285k | 158.03 | |
| Sherwin-Williams Company (SHW) | 2.8 | $44M | 96k | 459.52 | |
| Visa (V) | 2.7 | $42M | 258k | 161.12 | |
| Verisign (VRSN) | 2.5 | $39M | 215k | 180.09 | |
| Fair Isaac Corporation (FICO) | 2.2 | $34M | 112k | 307.69 | |
| Broadridge Financial Solutions (BR) | 2.2 | $34M | 359k | 94.83 | |
| Air Products & Chemicals (APD) | 2.2 | $34M | 168k | 199.61 | |
| Costco Wholesale Corporation (COST) | 2.1 | $33M | 115k | 285.13 | |
| MasterCard Incorporated (MA) | 2.1 | $33M | 135k | 241.56 | |
| Steris Plc Ord equities (STE) | 1.9 | $29M | 208k | 139.97 | |
| Johnson & Johnson (JNJ) | 1.9 | $29M | 220k | 131.13 | |
| Equinix (EQIX) | 1.8 | $28M | 45k | 624.58 | |
| wisdomtreetrusdivd.. (DGRW) | 1.8 | $28M | 710k | 38.91 | |
| Cme (CME) | 1.7 | $27M | 154k | 172.91 | |
| Becton, Dickinson and (BDX) | 1.5 | $24M | 102k | 229.77 | |
| Moody's Corporation (MCO) | 1.5 | $23M | 110k | 211.50 | |
| W.R. Berkley Corporation (WRB) | 1.5 | $23M | 435k | 52.17 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $23M | 66k | 338.95 | |
| Crown Castle Intl (CCI) | 1.4 | $22M | 155k | 144.40 | |
| Waters Corporation (WAT) | 1.3 | $21M | 113k | 182.05 | |
| Amazon (AMZN) | 1.3 | $20M | 10k | 1949.70 | |
| Home Depot (HD) | 1.2 | $19M | 103k | 186.71 | |
| Gilead Sciences (GILD) | 1.2 | $19M | 255k | 74.76 | |
| KAR Auction Services (KAR) | 1.2 | $19M | 1.5M | 12.00 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.0 | $16M | 276k | 58.32 | |
| Firstservice Corp (FSV) | 1.0 | $16M | 204k | 77.12 | |
| First Republic Bank/san F (FRCB) | 1.0 | $15M | 182k | 82.28 | |
| Expeditors International of Washington (EXPD) | 0.9 | $14M | 215k | 66.72 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.8 | $13M | 426k | 30.25 | |
| Iaa | 0.8 | $12M | 408k | 29.96 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $12M | 10k | 1162.81 | |
| Brown & Brown (BRO) | 0.7 | $11M | 307k | 36.22 | |
| Republic Services (RSG) | 0.7 | $11M | 148k | 75.06 | |
| A. O. Smith Corporation (AOS) | 0.7 | $11M | 288k | 37.81 | |
| HEICO Corporation (HEI.A) | 0.7 | $11M | 168k | 63.90 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.7 | $10M | 315k | 33.03 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $9.9M | 125k | 79.10 | |
| Amdocs Ltd ord (DOX) | 0.6 | $9.7M | 177k | 54.97 | |
| Automatic Data Processing (ADP) | 0.6 | $9.6M | 70k | 136.68 | |
| Procter & Gamble Company (PG) | 0.6 | $9.5M | 86k | 110.00 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $9.5M | 30k | 318.25 | |
| BlackRock (BLK) | 0.6 | $9.4M | 21k | 439.97 | |
| Nextera Energy (NEE) | 0.6 | $9.3M | 39k | 240.63 | |
| Hershey Company (HSY) | 0.6 | $9.2M | 69k | 132.49 | |
| Lennox International (LII) | 0.6 | $8.9M | 49k | 181.80 | |
| Diageo (DEO) | 0.6 | $8.9M | 70k | 127.13 | |
| iShares S&P MidCap 400 Index (IJH) | 0.6 | $8.7M | 60k | 143.86 | |
| Danaher Corporation (DHR) | 0.5 | $8.2M | 59k | 138.42 | |
| Nordson Corporation (NDSN) | 0.5 | $8.1M | 60k | 135.06 | |
| iShares Russell 1000 Index (IWB) | 0.5 | $7.8M | 55k | 141.53 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $7.6M | 6.6k | 1161.93 | |
| Scotts Miracle-Gro Company (SMG) | 0.5 | $7.2M | 70k | 102.40 | |
| Interactive Brokers (IBKR) | 0.4 | $6.8M | 158k | 43.17 | |
| Fastenal Company (FAST) | 0.4 | $6.8M | 216k | 31.25 | |
| American Tower Reit (AMT) | 0.4 | $6.3M | 29k | 217.76 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $6.3M | 34k | 182.82 | |
| UnitedHealth (UNH) | 0.4 | $6.2M | 25k | 249.39 | |
| Ross Stores (ROST) | 0.4 | $6.1M | 70k | 86.96 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $5.1M | 20k | 257.76 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.0M | 56k | 90.03 | |
| Merck & Co (MRK) | 0.3 | $5.0M | 65k | 76.93 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $5.0M | 43k | 114.47 | |
| Illinois Tool Works (ITW) | 0.3 | $4.9M | 35k | 142.13 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $4.8M | 32k | 150.66 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $4.7M | 88k | 53.46 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $4.5M | 16k | 283.62 | |
| Nike (NKE) | 0.3 | $4.2M | 50k | 82.75 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $4.1M | 72k | 56.10 | |
| Abbott Laboratories (ABT) | 0.3 | $3.9M | 50k | 78.90 | |
| Pepsi (PEP) | 0.2 | $3.7M | 31k | 120.09 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $3.4M | 33k | 103.38 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $3.3M | 13k | 262.90 | |
| Stryker Corporation (SYK) | 0.2 | $3.3M | 20k | 166.49 | |
| Cisco Systems (CSCO) | 0.2 | $3.1M | 78k | 39.31 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | 79k | 37.97 | |
| Amgen (AMGN) | 0.2 | $2.9M | 14k | 202.74 | |
| Abbvie (ABBV) | 0.2 | $2.8M | 37k | 76.19 | |
| Intel Corporation (INTC) | 0.2 | $2.8M | 51k | 54.13 | |
| 3M Company (MMM) | 0.2 | $2.7M | 20k | 136.51 | |
| United Technologies Corporation | 0.2 | $2.6M | 28k | 94.33 | |
| Ecolab (ECL) | 0.1 | $2.2M | 14k | 155.85 | |
| Jack Henry & Associates (JKHY) | 0.1 | $2.2M | 14k | 155.24 | |
| McDonald's Corporation (MCD) | 0.1 | $2.2M | 13k | 165.38 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.1 | $2.1M | 23k | 91.61 | |
| Live Nation Entertainment (LYV) | 0.1 | $2.1M | 45k | 45.46 | |
| Walt Disney Company (DIS) | 0.1 | $2.0M | 21k | 96.60 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 14k | 141.01 | |
| Emerson Electric (EMR) | 0.1 | $2.0M | 42k | 47.65 | |
| Bank of America Corporation (BAC) | 0.1 | $2.0M | 93k | 21.23 | |
| Coca-Cola Company (KO) | 0.1 | $1.9M | 43k | 44.24 | |
| Novo Nordisk A/S (NVO) | 0.1 | $1.9M | 31k | 60.19 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $1.9M | 21k | 86.65 | |
| Honeywell International (HON) | 0.1 | $1.7M | 13k | 133.83 | |
| Qualcomm (QCOM) | 0.1 | $1.7M | 25k | 67.65 | |
| Roper Industries (ROP) | 0.1 | $1.6M | 5.0k | 311.74 | |
| Facebook Inc cl a (META) | 0.1 | $1.5M | 9.2k | 166.81 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 23k | 66.36 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | 20k | 72.48 | |
| Illumina (ILMN) | 0.1 | $1.5M | 5.4k | 273.08 | |
| iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.1 | $1.4M | 26k | 55.21 | |
| RPM International (RPM) | 0.1 | $1.4M | 24k | 59.48 | |
| Unilever (UL) | 0.1 | $1.4M | 28k | 50.57 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.3M | 30k | 45.29 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | 12k | 113.64 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.3M | 32k | 41.01 | |
| Boeing Company (BA) | 0.1 | $1.1M | 7.7k | 149.20 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | 23k | 45.59 | |
| SEI Investments Company (SEIC) | 0.1 | $1.0M | 22k | 46.35 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.0M | 17k | 59.35 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | 18k | 55.73 | |
| Verizon Communications (VZ) | 0.1 | $980k | 18k | 53.73 | |
| Accenture (ACN) | 0.1 | $980k | 6.0k | 163.22 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $978k | 6.6k | 148.36 | |
| At&t (T) | 0.1 | $974k | 33k | 29.15 | |
| Intuit (INTU) | 0.1 | $939k | 4.1k | 229.92 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $938k | 7.3k | 127.90 | |
| TJX Companies (TJX) | 0.1 | $909k | 19k | 47.79 | |
| Edwards Lifesciences (EW) | 0.1 | $876k | 4.6k | 188.63 | |
| SPDR Gold Trust (GLD) | 0.1 | $845k | 5.7k | 148.09 | |
| Lowe's Companies (LOW) | 0.1 | $834k | 9.7k | 86.08 | |
| American Express Company (AXP) | 0.1 | $832k | 9.7k | 85.60 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $828k | 14k | 58.03 | |
| Paypal Holdings (PYPL) | 0.1 | $819k | 8.6k | 95.77 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $816k | 3.00 | 272000.00 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $813k | 24k | 33.35 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $809k | 4.9k | 164.97 | |
| Tractor Supply Company (TSCO) | 0.1 | $803k | 9.5k | 84.53 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $759k | 23k | 33.66 | |
| iShares S&P 500 Index (IVV) | 0.0 | $742k | 2.9k | 258.54 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $735k | 35k | 20.83 | |
| Comcast Corporation (CMCSA) | 0.0 | $734k | 21k | 34.36 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $732k | 22k | 33.55 | |
| S&p Global (SPGI) | 0.0 | $720k | 2.9k | 244.90 | |
| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $660k | 24k | 28.09 | |
| Unilever | 0.0 | $658k | 14k | 48.79 | |
| Barrick Gold Corp (GOLD) | 0.0 | $634k | 35k | 18.32 | |
| Eli Lilly & Co. (LLY) | 0.0 | $616k | 4.4k | 138.61 | |
| Alibaba Group Holding (BABA) | 0.0 | $608k | 3.1k | 194.50 | |
| Intuitive Surgical (ISRG) | 0.0 | $607k | 1.2k | 495.11 | |
| SYSCO Corporation (SYY) | 0.0 | $604k | 13k | 45.60 | |
| CarMax (KMX) | 0.0 | $603k | 11k | 53.85 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $596k | 6.8k | 87.08 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $587k | 4.2k | 141.28 | |
| Broadcom (AVGO) | 0.0 | $581k | 2.4k | 237.24 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $575k | 8.2k | 69.87 | |
| Fiserv (FI) | 0.0 | $574k | 6.0k | 94.97 | |
| Eversource Energy (ES) | 0.0 | $572k | 7.3k | 78.26 | |
| Raytheon Company | 0.0 | $549k | 4.2k | 131.21 | |
| Duke Energy (DUK) | 0.0 | $524k | 6.5k | 80.94 | |
| Wells Fargo & Company (WFC) | 0.0 | $520k | 18k | 28.67 | |
| IDEXX Laboratories (IDXX) | 0.0 | $517k | 2.1k | 242.04 | |
| Independent Bank (INDB) | 0.0 | $517k | 8.0k | 64.41 | |
| Caterpillar (CAT) | 0.0 | $513k | 4.4k | 116.12 | |
| PNC Financial Services (PNC) | 0.0 | $503k | 5.3k | 95.81 | |
| Medtronic (MDT) | 0.0 | $485k | 5.4k | 90.22 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $452k | 8.6k | 52.35 | |
| Fortive (FTV) | 0.0 | $441k | 8.0k | 55.17 | |
| Magellan Midstream Partners | 0.0 | $435k | 12k | 36.48 | |
| International Business Machines (IBM) | 0.0 | $435k | 3.9k | 110.86 | |
| Ptc (PTC) | 0.0 | $424k | 6.9k | 61.17 | |
| Fnf (FNF) | 0.0 | $423k | 17k | 24.88 | |
| Sba Communications Corp (SBAC) | 0.0 | $421k | 1.6k | 270.04 | |
| Verisk Analytics (VRSK) | 0.0 | $406k | 2.9k | 139.42 | |
| Starbucks Corporation (SBUX) | 0.0 | $404k | 6.1k | 65.76 | |
| Deere & Company (DE) | 0.0 | $399k | 2.9k | 138.30 | |
| salesforce (CRM) | 0.0 | $399k | 2.8k | 144.04 | |
| Novartis (NVS) | 0.0 | $388k | 4.7k | 82.36 | |
| Oracle Corporation (ORCL) | 0.0 | $383k | 7.9k | 48.33 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $371k | 8.1k | 45.75 | |
| Cantel Medical | 0.0 | $368k | 10k | 35.87 | |
| Southern Company (SO) | 0.0 | $362k | 6.7k | 54.13 | |
| Dominion Resources (D) | 0.0 | $358k | 5.0k | 72.10 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $356k | 3.1k | 115.32 | |
| CoStar (CSGP) | 0.0 | $355k | 604.00 | 587.75 | |
| Norfolk Southern (NSC) | 0.0 | $352k | 2.4k | 146.00 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $351k | 3.5k | 99.04 | |
| Cigna Corp (CI) | 0.0 | $350k | 2.0k | 176.95 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $349k | 1.2k | 302.69 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $345k | 2.7k | 129.07 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $344k | 2.9k | 118.58 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.0 | $343k | 15k | 23.04 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $341k | 3.4k | 100.62 | |
| iShares Gold Trust | 0.0 | $335k | 22k | 15.06 | |
| Ansys (ANSS) | 0.0 | $335k | 1.4k | 232.48 | |
| CSX Corporation (CSX) | 0.0 | $333k | 5.8k | 57.28 | |
| Waste Management (WM) | 0.0 | $328k | 3.5k | 92.47 | |
| General Mills (GIS) | 0.0 | $322k | 6.1k | 52.81 | |
| Cerner Corporation | 0.0 | $314k | 5.0k | 63.05 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $313k | 3.1k | 99.90 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $299k | 8.9k | 33.58 | |
| Baxter International (BAX) | 0.0 | $298k | 3.7k | 81.09 | |
| Wec Energy Group (WEC) | 0.0 | $294k | 3.3k | 88.02 | |
| Wp Carey (WPC) | 0.0 | $290k | 5.0k | 58.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $286k | 8.4k | 34.18 | |
| Netflix (NFLX) | 0.0 | $285k | 760.00 | 375.00 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $276k | 2.9k | 96.23 | |
| Hanover Insurance (THG) | 0.0 | $264k | 2.9k | 90.50 | |
| Philip Morris International (PM) | 0.0 | $262k | 3.6k | 73.02 | |
| Anthem (ELV) | 0.0 | $253k | 1.1k | 226.70 | |
| Applied Materials (AMAT) | 0.0 | $253k | 5.5k | 45.80 | |
| Aptar (ATR) | 0.0 | $252k | 2.5k | 99.60 | |
| AvalonBay Communities (AVB) | 0.0 | $240k | 1.6k | 147.06 | |
| Autodesk (ADSK) | 0.0 | $238k | 1.5k | 156.17 | |
| West Pharmaceutical Services (WST) | 0.0 | $231k | 1.5k | 152.27 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $230k | 1.7k | 138.14 | |
| Clorox Company (CLX) | 0.0 | $227k | 1.3k | 173.02 | |
| Dunkin' Brands Group | 0.0 | $227k | 4.3k | 53.10 | |
| Monolithic Power Systems (MPWR) | 0.0 | $224k | 1.3k | 167.16 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $222k | 4.8k | 46.54 | |
| Target Corporation (TGT) | 0.0 | $220k | 2.4k | 92.98 | |
| Ameriprise Financial (AMP) | 0.0 | $218k | 2.1k | 102.44 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $217k | 1.7k | 131.52 | |
| BP (BP) | 0.0 | $217k | 8.9k | 24.43 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $214k | 2.5k | 86.29 | |
| Markel Corporation (MKL) | 0.0 | $210k | 226.00 | 929.20 | |
| Trimble Navigation (TRMB) | 0.0 | $209k | 6.6k | 31.90 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $206k | 4.9k | 42.22 | |
| L3harris Technologies (LHX) | 0.0 | $201k | 1.1k | 180.27 | |
| PPG Industries (PPG) | 0.0 | $201k | 2.4k | 83.75 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $200k | 4.2k | 47.70 | |
| Quanterix Ord (QTRX) | 0.0 | $200k | 11k | 18.35 | |
| V.F. Corporation (VFC) | 0.0 | $196k | 3.6k | 54.07 | |
| State Street Corporation (STT) | 0.0 | $193k | 3.6k | 53.24 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $192k | 1.6k | 117.79 | |
| Linde | 0.0 | $189k | 1.1k | 172.60 | |
| CONMED Corporation (CNMD) | 0.0 | $187k | 3.3k | 57.26 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $186k | 7.2k | 25.82 | |
| Ball Corporation (BALL) | 0.0 | $185k | 2.9k | 64.62 | |
| AFLAC Incorporated (AFL) | 0.0 | $184k | 5.4k | 34.23 | |
| Analog Devices (ADI) | 0.0 | $182k | 2.0k | 89.48 | |
| Kkr & Co (KKR) | 0.0 | $180k | 7.7k | 23.44 | |
| Church & Dwight (CHD) | 0.0 | $178k | 2.8k | 64.26 | |
| General Dynamics Corporation (GD) | 0.0 | $175k | 1.3k | 132.58 | |
| Intercontinental Exchange (ICE) | 0.0 | $173k | 2.1k | 80.80 | |
| Williams Companies (WMB) | 0.0 | $170k | 12k | 14.15 | |
| Waste Connections (WCN) | 0.0 | $168k | 2.2k | 77.35 | |
| Ishares Tr cmn (GOVT) | 0.0 | $167k | 5.9k | 28.08 | |
| Canadian Natl Ry (CNI) | 0.0 | $167k | 2.2k | 77.57 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $167k | 935.00 | 178.61 | |
| American Electric Power Company (AEP) | 0.0 | $164k | 2.1k | 80.00 | |
| FedEx Corporation (FDX) | 0.0 | $158k | 1.3k | 121.54 | |
| Dover Corporation (DOV) | 0.0 | $154k | 1.8k | 83.97 | |
| Yum! Brands (YUM) | 0.0 | $152k | 2.2k | 68.47 | |
| Brookfield Asset Management | 0.0 | $146k | 3.3k | 44.18 | |
| AstraZeneca (AZN) | 0.0 | $145k | 3.2k | 44.64 | |
| Celanese Corporation (CE) | 0.0 | $139k | 1.9k | 73.16 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $135k | 1.2k | 115.48 | |
| Enterprise Products Partners (EPD) | 0.0 | $131k | 9.1k | 14.34 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $127k | 535.00 | 237.38 | |
| Eaton (ETN) | 0.0 | $126k | 1.6k | 77.83 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $122k | 2.8k | 43.34 | |
| United Parcel Service (UPS) | 0.0 | $122k | 1.3k | 93.42 | |
| Wellesley Ban | 0.0 | $110k | 4.0k | 27.50 | |
| Zimmer Holdings (ZBH) | 0.0 | $110k | 1.1k | 100.82 | |
| Vanguard Value ETF (VTV) | 0.0 | $103k | 1.2k | 89.02 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $102k | 1.8k | 56.04 | |
| J.M. Smucker Company (SJM) | 0.0 | $101k | 908.00 | 111.23 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $100k | 523.00 | 191.20 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $100k | 767.00 | 130.38 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $100k | 1.4k | 73.58 |
