Clean Yield Group

Clean Yield Group as of June 30, 2023

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 406 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.7 $16M 84k 193.97
Unilever Adr (UL) 3.8 $9.3M 178k 52.13
Takeda Pharmaceutical Adr (TAK) 3.5 $8.5M 544k 15.71
GSK Adr (GSK) 3.0 $7.3M 205k 35.64
Vodafone Group Adr (VOD) 2.9 $7.1M 747k 9.45
Physicians Rlty Tr Reit 2.7 $6.7M 480k 13.99
Sprouts Fmrs Mkt Stock (SFM) 2.7 $6.6M 180k 36.73
Telus Corporation Stock (TU) 2.7 $6.6M 339k 19.46
Smith & Nephew Plc Spdn Adr (SNN) 2.6 $6.5M 201k 32.25
Nomad Foods Ltd Usd Ord Stock (NOMD) 2.4 $5.9M 335k 17.52
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.3 $5.7M 229k 25.00
Organon & Co Stock (OGN) 2.3 $5.6M 268k 20.81
Healthpeak Properties Reit (DOC) 2.2 $5.3M 265k 20.10
Sjw Group Stock (SJW) 2.0 $4.9M 69k 70.11
Ameresco Inc Cl A Stock (AMRC) 1.9 $4.6M 95k 48.63
Microsoft Corp Stock (MSFT) 1.9 $4.6M 14k 340.54
Nokia Corp Adr (NOK) 1.6 $3.9M 944k 4.16
Johnson & Johnson Stock (JNJ) 1.6 $3.9M 24k 165.52
Wiley John & Sons Inc Cl A Stock (WLY) 1.6 $3.8M 113k 34.03
Stag Indl Reit (STAG) 1.5 $3.7M 103k 35.88
Cisco Sys Stock (CSCO) 1.4 $3.5M 68k 51.74
Spdr S&p 500 Etf Trust Etf (SPY) 1.4 $3.5M 7.8k 443.28
Automatic Data Processing Stock (ADP) 1.4 $3.4M 15k 219.79
Healthcare Rlty Tr Cl A Reit (HR) 1.3 $3.3M 173k 18.86
General Mls Stock (GIS) 1.3 $3.3M 42k 76.70
Novo-nordisk A S Adr (NVO) 1.3 $3.1M 19k 161.83
International Business Machs Stock (IBM) 1.3 $3.1M 23k 133.81
Procter And Gamble Stock (PG) 1.2 $3.0M 20k 151.74
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.2 $2.9M 33k 87.23
Utah Med Prods Stock (UTMD) 1.2 $2.9M 31k 93.20
Check Point Software Tech Ltd Ord Stock (CHKP) 1.1 $2.6M 21k 125.62
Colgate Palmolive Stock (CL) 1.0 $2.4M 31k 77.04
First Solar Stock (FSLR) 0.9 $2.2M 12k 190.09
Quest Diagnostics Stock (DGX) 0.9 $2.2M 15k 140.56
Hingham Instn Svgs Mass Stock (HIFS) 0.9 $2.1M 9.9k 213.18
Pepsico Stock (PEP) 0.8 $2.0M 11k 185.21
Expeditors Intl Wash Stock (EXPD) 0.8 $2.0M 17k 121.13
Camden Natl Corp Stock (CAC) 0.8 $2.0M 65k 30.97
Illinois Tool Wks Stock (ITW) 0.8 $1.9M 7.8k 250.16
Becton Dickinson & Co Stock (BDX) 0.8 $1.9M 7.3k 264.01
Amalgamated Financial Corp Stock (AMAL) 0.8 $1.8M 115k 16.09
Lilly Eli & Co Stock (LLY) 0.7 $1.8M 3.9k 468.98
Amgen Stock (AMGN) 0.7 $1.8M 8.0k 222.02
American Wtr Wks Stock (AWK) 0.7 $1.7M 12k 142.75
Intuit Stock (INTU) 0.7 $1.7M 3.7k 458.19
Vaneck Green Bond Etf Etf (GRNB) 0.7 $1.6M 69k 23.30
Stryker Corporation Stock (SYK) 0.6 $1.6M 5.2k 305.09
Thermo Fisher Scientific Stock (TMO) 0.6 $1.5M 3.0k 521.77
Home Depot Stock (HD) 0.5 $1.3M 4.3k 310.64
Merck & Co Stock (MRK) 0.5 $1.3M 11k 115.39
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.3M 3.8k 341.00
Alphabet Class A Stock (GOOGL) 0.5 $1.2M 10k 119.70
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.4 $1.0M 21k 48.06
Unitedhealth Group Stock (UNH) 0.4 $996k 2.1k 480.64
Smucker J M Stock (SJM) 0.4 $909k 6.2k 147.67
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.3 $854k 8.3k 102.94
Kadant Stock (KAI) 0.3 $850k 3.8k 222.10
Us Bancorp Del Stock (USB) 0.3 $821k 25k 33.04
Helios Technologies Stock (HLIO) 0.3 $770k 12k 66.09
Trimble Stock (TRMB) 0.3 $769k 15k 52.94
Hubbell Stock (HUBB) 0.3 $757k 2.3k 331.56
Nvidia Corporation Stock (NVDA) 0.3 $753k 1.8k 423.02
Mid-amer Apt Cmntys Reit (MAA) 0.3 $742k 4.9k 151.86
Abbott Labs Stock (ABT) 0.3 $726k 6.7k 109.02
California Wtr Svc Group Stock (CWT) 0.3 $665k 13k 51.63
Nextera Energy Stock (NEE) 0.3 $654k 8.8k 74.20
Middlesex Wtr Stock (MSEX) 0.3 $650k 8.1k 80.66
Abbvie Stock (ABBV) 0.3 $635k 4.7k 134.73
Tractor Supply Stock (TSCO) 0.3 $621k 2.8k 221.10
Texas Instrs Stock (TXN) 0.2 $602k 3.3k 180.02
Essential Utils Stock (WTRG) 0.2 $597k 15k 39.91
Schwab Charles Corp Stock (SCHW) 0.2 $580k 10k 56.68
American Express Stock (AXP) 0.2 $546k 3.1k 174.20
Agilent Technologies Stock (A) 0.2 $532k 4.4k 120.25
Oreilly Automotive Stock (ORLY) 0.2 $525k 550.00 955.30
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $525k 4.3k 120.97
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $515k 23k 22.90
Hain Celestial Group Stock (HAIN) 0.2 $513k 41k 12.51
Exxon Mobil Corp Stock (XOM) 0.2 $508k 4.7k 107.25
Pfizer Stock (PFE) 0.2 $465k 13k 36.68
Aflac Stock (AFL) 0.2 $465k 6.7k 69.80
Prologis Reit (PLD) 0.2 $448k 3.7k 122.63
Verizon Communications Stock (VZ) 0.2 $440k 12k 37.19
Paychex Stock (PAYX) 0.2 $434k 3.9k 111.87
Astrazeneca Adr (AZN) 0.2 $422k 5.9k 71.57
Mcdonalds Corp Stock (MCD) 0.2 $406k 1.4k 298.41
Sysco Corp Stock (SYY) 0.2 $396k 5.3k 74.21
Keysight Technologies Stock (KEYS) 0.2 $394k 2.4k 167.45
Disney Walt Stock (DIS) 0.2 $388k 4.3k 89.28
Genuine Parts Stock (GPC) 0.2 $384k 2.3k 169.23
Coca Cola Stock (KO) 0.2 $376k 6.2k 60.22
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $364k 7.9k 45.99
Lowes Cos Stock (LOW) 0.1 $359k 1.6k 225.70
Target Corp Stock (TGT) 0.1 $354k 2.7k 131.90
Jpmorgan Chase & Co Stock (JPM) 0.1 $324k 2.2k 145.44
Costco Whsl Corp Stock (COST) 0.1 $312k 580.00 538.39
General Electric Stock (GE) 0.1 $311k 2.8k 109.85
Intel Corp Stock (INTC) 0.1 $305k 9.1k 33.44
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $293k 1.6k 183.73
Church & Dwight Stock (CHD) 0.1 $292k 2.9k 100.23
Hershey Stock (HSY) 0.1 $291k 1.2k 249.70
Air Prods & Chems Stock (APD) 0.1 $288k 962.00 299.53
Comcast Corp New Cl A Stock (CMCSA) 0.1 $286k 6.9k 41.55
Mettler Toledo International Stock (MTD) 0.1 $282k 215.00 1311.64
Mastercard Incorporated Cl A Stock (MA) 0.1 $277k 703.00 393.30
The Cigna Group Stock (CI) 0.1 $276k 983.00 280.60
Amazon Stock (AMZN) 0.1 $275k 2.1k 130.36
Bristol-myers Squibb Stock (BMY) 0.1 $267k 4.2k 63.95
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $266k 720.00 369.42
3M Stock (MMM) 0.1 $263k 2.6k 100.09
Walmart Stock (WMT) 0.1 $254k 1.6k 157.18
Renaissancere Hldgs Stock (RNR) 0.1 $235k 1.3k 186.52
Danaher Corporation Stock (DHR) 0.1 $224k 934.00 240.00
Newmont Corp Stock (NEM) 0.1 $220k 5.2k 42.66
Union Pac Corp Stock (UNP) 0.1 $218k 1.1k 204.62
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $217k 788.00 275.18
Wabtec Stock (WAB) 0.1 $215k 2.0k 109.67
Ansys Stock (ANSS) 0.1 $208k 630.00 330.27
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $207k 859.00 241.33
Waste Mgmt Inc Del Stock (WM) 0.1 $204k 1.2k 173.42
Oracle Corp Stock (ORCL) 0.1 $185k 1.6k 119.08
United Parcel Service Inc Cl B Stock (UPS) 0.1 $183k 1.0k 179.25
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $183k 1.1k 173.86
Fedex Corp Stock (FDX) 0.1 $180k 725.00 247.90
Waters Corp Stock (WAT) 0.1 $179k 670.00 266.54
Vanguard Mid-cap Etf Etf (VO) 0.1 $178k 808.00 220.16
Neogen Corp Stock (NEOG) 0.1 $175k 8.1k 21.75
Spdr Gold Shares Etf (GLD) 0.1 $174k 976.00 178.27
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $174k 1.6k 110.77
Moodys Corp Stock (MCO) 0.1 $174k 500.00 347.72
Columbia Bkg Sys Stock (COLB) 0.1 $174k 8.6k 20.28
Iron Mtn Inc Del Reit (IRM) 0.1 $171k 3.0k 56.82
Mckesson Corp Stock (MCK) 0.1 $170k 397.00 427.31
Pan Amern Silver Corp Stock (PAAS) 0.1 $168k 12k 14.58
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $164k 4.9k 33.51
Vanguard Growth Etf Etf (VUG) 0.1 $161k 570.00 283.10
Agnico Eagle Mines Stock (AEM) 0.1 $161k 3.2k 49.98
Nike Inc Cl B Stock (NKE) 0.1 $159k 1.4k 110.37
Vanguard Value Etf Etf (VTV) 0.1 $156k 1.1k 142.10
Microchip Technology Stock (MCHP) 0.1 $155k 1.7k 89.59
At&t Stock (T) 0.1 $154k 9.7k 15.95
Raytheon Technologies Corp Stock (RTX) 0.1 $152k 1.5k 97.96
Kimberly-clark Corp Stock (KMB) 0.1 $151k 1.1k 138.06
Cvs Health Corp Stock (CVS) 0.1 $148k 2.1k 69.13
Carmax Stock (KMX) 0.1 $148k 1.8k 83.70
Kilroy Rlty Corp Reit (KRC) 0.1 $146k 4.9k 30.09
Amphenol Corp New Cl A Stock (APH) 0.1 $144k 1.7k 84.95
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $140k 1.8k 75.57
Chevron Corp Stock (CVX) 0.1 $139k 882.00 157.35
Acuity Brands Stock (AYI) 0.1 $136k 835.00 163.08
Tennant Stock (TNC) 0.1 $135k 1.7k 81.10
Vaneck Gold Miners Etf Etf (GDX) 0.1 $135k 4.5k 30.11
Alcon Ag Ord Stock (ALC) 0.1 $133k 1.6k 82.11
Idacorp Stock (IDA) 0.1 $130k 1.3k 102.60
Wec Energy Group Stock (WEC) 0.1 $130k 1.5k 88.24
Ishares Silver Trust Etf (SLV) 0.1 $127k 6.1k 20.89
Norfolk Southn Corp Stock (NSC) 0.1 $125k 550.00 226.76
Cousins Pptys Reit (CUZ) 0.1 $124k 5.4k 22.80
Cme Group Stock (CME) 0.1 $123k 666.00 185.29
Sherwin Williams Stock (SHW) 0.0 $123k 462.00 265.52
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $120k 2.4k 49.16
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $120k 11k 10.93
Dentsply Sirona Stock (XRAY) 0.0 $119k 3.0k 40.02
Msci Stock (MSCI) 0.0 $115k 245.00 469.29
Walgreens Boots Alliance Stock (WBA) 0.0 $114k 4.0k 28.49
Travelers Companies Stock (TRV) 0.0 $113k 650.00 173.66
Carrier Global Corporation Stock (CARR) 0.0 $112k 2.3k 49.71
Zoetis Inc Cl A Stock (ZTS) 0.0 $112k 650.00 172.21
Ishares Tips Bond Etf Etf (TIP) 0.0 $112k 1.0k 107.62
Emerson Elec Stock (EMR) 0.0 $112k 1.2k 90.39
Atlantica Sustainable Infr Stock (AY) 0.0 $108k 4.6k 23.44
Vertex Pharmaceuticals Stock (VRTX) 0.0 $106k 300.00 351.91
Global X Silver Miners Etf Etf (SIL) 0.0 $103k 3.9k 25.99
Paypal Hldgs Stock (PYPL) 0.0 $101k 1.5k 66.73
Gallagher Arthur J & Co Stock (AJG) 0.0 $99k 451.00 219.57
HP Stock (HPQ) 0.0 $98k 3.2k 30.71
Salesforce Stock (CRM) 0.0 $97k 461.00 211.26
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $96k 6.7k 14.41
Wells Fargo Stock (WFC) 0.0 $96k 2.2k 42.68
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $94k 1.2k 75.66
Yum Brands Stock (YUM) 0.0 $94k 680.00 138.55
Ishares Russell 2000 Etf Etf (IWM) 0.0 $94k 500.00 187.27
Dover Corp Stock (DOV) 0.0 $94k 633.00 147.65
Elme Communities Sh Ben Int Reit (ELME) 0.0 $93k 5.6k 16.44
Wex Stock (WEX) 0.0 $91k 500.00 182.07
Fifth Third Bancorp Stock (FITB) 0.0 $91k 3.5k 26.21
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $90k 3.6k 25.01
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $89k 965.00 91.82
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $88k 6.4k 13.73
Ppg Inds Stock (PPG) 0.0 $87k 585.00 148.30
Avery Dennison Corp Stock (AVY) 0.0 $87k 504.00 171.80
Masco Corp Stock (MAS) 0.0 $86k 1.5k 57.38
Worthington Inds Stock (WOR) 0.0 $83k 1.2k 69.47
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $82k 5.4k 15.33
Visa Inc Com Cl A Stock (V) 0.0 $81k 342.00 237.48
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $80k 800.00 99.65
Ge Healthcare Technologies Stock (GEHC) 0.0 $79k 970.00 81.24
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $79k 1.2k 65.44
Wolfspeed Stock (WOLF) 0.0 $78k 1.4k 55.59
Haleon Plc Spon Ads Adr (HLN) 0.0 $76k 9.0k 8.38
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $75k 2.1k 35.66
Constellation Brands Inc Cl A Stock (STZ) 0.0 $74k 300.00 246.13
Zimmer Biomet Holdings Stock (ZBH) 0.0 $74k 507.00 145.60
Roper Technologies Stock (ROP) 0.0 $74k 153.00 480.80
Vanguard Health Care Etf Etf (VHT) 0.0 $73k 300.00 244.82
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $72k 1.2k 61.12
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $71k 7.0k 10.15
Starbucks Corp Stock (SBUX) 0.0 $70k 710.00 99.06
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $70k 381.00 183.69
Barrick Gold Corp Stock (GOLD) 0.0 $68k 4.0k 16.93
Xylem Stock (XYL) 0.0 $68k 600.00 112.62
Grainger W W Stock (GWW) 0.0 $67k 85.00 788.59
Palo Alto Networks Stock (PANW) 0.0 $67k 261.00 255.51
United Therapeutics Corp Del Stock (UTHR) 0.0 $66k 300.00 220.75
International Flavors&fragranc Stock (IFF) 0.0 $65k 810.00 79.59
S&p Global Stock (SPGI) 0.0 $64k 160.00 400.89
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $64k 1.8k 36.17
Eastman Chem Stock (EMN) 0.0 $63k 755.00 83.72
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $61k 1.1k 56.46
Lakeland Finl Corp Stock (LKFN) 0.0 $61k 1.3k 48.52
Canadian Natl Ry Stock (CNI) 0.0 $61k 500.00 121.07
Caterpillar Stock (CAT) 0.0 $60k 245.00 246.05
Factset Resh Sys Stock (FDS) 0.0 $60k 150.00 400.65
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $58k 7.0k 8.26
Dollar Tree Stock (DLTR) 0.0 $57k 400.00 143.50
Qualcomm Stock (QCOM) 0.0 $57k 480.00 119.04
Verisk Analytics Stock (VRSK) 0.0 $57k 250.00 226.03
Ishares National Muni Bond Etf Etf (MUB) 0.0 $56k 525.00 106.79
Cdw Corp Stock (CDW) 0.0 $55k 300.00 183.50
Ebay Stock (EBAY) 0.0 $55k 1.2k 44.69
Asml Holding N V N Y Registry Adr (ASML) 0.0 $54k 75.00 724.75
Ishares Select Dividend Etf Etf (DVY) 0.0 $54k 478.00 113.30
Hewlett Packard Enterprise Stock (HPE) 0.0 $54k 3.2k 16.80
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $52k 254.00 205.77
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $51k 1.0k 50.14
Ishares Agency Bond Etf Etf (AGZ) 0.0 $50k 468.00 106.95
Principal Financial Group Stock (PFG) 0.0 $50k 659.00 75.84
Coeur Mng Stock (CDE) 0.0 $48k 17k 2.84
Sanofi Adr (SNY) 0.0 $48k 890.00 53.90
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $48k 100.00 478.91
Kyndryl Hldgs Stock (KD) 0.0 $48k 3.6k 13.28
Alamos Gold Inc New Com Cl A Stock (AGI) 0.0 $48k 4.0k 11.92
Highwoods Pptys Reit (HIW) 0.0 $48k 2.0k 23.91
Ameriprise Finl Stock (AMP) 0.0 $47k 141.00 332.16
Celanese Corp Del Stock (CE) 0.0 $46k 400.00 115.80
Eaton Corp Stock (ETN) 0.0 $43k 216.00 201.10
Sonoco Prods Stock (SON) 0.0 $41k 697.00 59.02
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $41k 566.00 72.62
Fastenal Stock (FAST) 0.0 $41k 696.00 58.99
Adobe Systems Incorporated Stock (ADBE) 0.0 $40k 82.00 488.99
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $40k 406.00 97.95
Cintas Corp Stock (CTAS) 0.0 $40k 80.00 497.07
Pnc Finl Svcs Group Stock (PNC) 0.0 $40k 315.00 125.95
Price T Rowe Group Stock (TROW) 0.0 $39k 351.00 112.02
Parker-hannifin Corp Stock (PH) 0.0 $39k 100.00 390.04
Uber Technologies Stock (UBER) 0.0 $39k 900.00 43.17
Csx Corp Stock (CSX) 0.0 $39k 1.1k 34.10
Alexandria Real Estate Eq Reit (ARE) 0.0 $38k 330.00 113.49
Vaneck Short Muni Etf Etf (SMB) 0.0 $37k 2.2k 16.83
Bank New York Mellon Corp Stock (BK) 0.0 $37k 833.00 44.52
Bar Hbr Bankshares Stock (BHB) 0.0 $37k 1.5k 24.64
Intuitive Surgical Stock (ISRG) 0.0 $37k 108.00 341.94
Vanguard Information Technology Etf Etf (VGT) 0.0 $33k 75.00 442.16
Inari Med Stock (NARI) 0.0 $33k 568.00 58.14
Broadcom Stock (AVGO) 0.0 $32k 37.00 867.43
Loews Corp Stock (L) 0.0 $31k 513.00 59.38
Hologic Stock (HOLX) 0.0 $30k 375.00 80.97
Middleby Corp Stock (MIDD) 0.0 $30k 200.00 147.83
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $29k 400.00 72.94
Arrow Finl Corp Stock (AROW) 0.0 $29k 1.4k 20.14
Toronto Dominion Bk Ont Stock (TD) 0.0 $28k 456.00 62.01
United States Copper Index Fund Etf (CPER) 0.0 $28k 1.2k 23.20
Iqvia Hldgs Stock (IQV) 0.0 $26k 114.00 224.77
Chubb Stock (CB) 0.0 $26k 133.00 192.56
Twilio Inc Cl A Stock (TWLO) 0.0 $25k 400.00 63.62
Motorola Solutions Stock (MSI) 0.0 $25k 85.00 293.28
Livewire Group Stock (LVWR) 0.0 $25k 2.1k 11.81
Blackrock Stock (BLK) 0.0 $24k 34.00 691.15
Vital Farms Stock (VITL) 0.0 $23k 1.9k 11.99
Horace Mann Educators Corp Stock (HMN) 0.0 $23k 760.00 29.66
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $22k 2.5k 8.86
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $22k 150.00 147.37
Fortive Corp Stock (FTV) 0.0 $22k 291.00 74.77
Blackstone Stock (BX) 0.0 $22k 234.00 92.97
Equifax Stock (EFX) 0.0 $21k 91.00 235.30
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $21k 69.00 308.58
Tesla Stock (TSLA) 0.0 $21k 80.00 261.77
Tjx Cos Stock (TJX) 0.0 $21k 242.00 84.79
Baxter Intl Stock (BAX) 0.0 $21k 450.00 45.56
Analog Devices Stock (ADI) 0.0 $21k 105.00 194.81
Meta Platforms Inc Cl A Stock (META) 0.0 $20k 70.00 286.99
Shopify Inc Cl A Stock (SHOP) 0.0 $19k 300.00 64.60
Deere & Co Stock (DE) 0.0 $19k 47.00 405.19
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $19k 252.00 74.95
Lockheed Martin Corp Stock (LMT) 0.0 $18k 40.00 460.38
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $18k 439.00 41.57
Spotify Technology S A Stock (SPOT) 0.0 $18k 110.00 160.55
Aon Plc Shs Cl A Stock (AON) 0.0 $18k 51.00 345.20
Southern Stock (SO) 0.0 $18k 250.00 70.25
Elevance Health Stock (ELV) 0.0 $17k 39.00 444.28
Doordash Inc Cl A Stock (DASH) 0.0 $17k 225.00 76.42
Vanguard Large-cap Etf Etf (VV) 0.0 $17k 82.00 202.72
Trane Technologies Stock (TT) 0.0 $16k 86.00 191.26
Honeywell Intl Stock (HON) 0.0 $16k 78.00 207.50
Otis Worldwide Corp Stock (OTIS) 0.0 $16k 181.00 89.01
Marsh & Mclennan Cos Stock (MMC) 0.0 $16k 85.00 188.08
Archer Daniels Midland Stock (ADM) 0.0 $15k 195.00 75.56
New York Times Co Cl A Stock (NYT) 0.0 $15k 374.00 39.38
State Str Corp Stock (STT) 0.0 $15k 200.00 73.18
Republic Svcs Stock (RSG) 0.0 $14k 90.00 153.17
Lpl Finl Hldgs Stock (LPLA) 0.0 $14k 63.00 217.43
Lululemon Athletica Stock (LULU) 0.0 $14k 36.00 378.50
Exelon Corp Stock (EXC) 0.0 $13k 316.00 40.74
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $13k 158.00 81.17
Capital One Finl Corp Stock (COF) 0.0 $13k 115.00 109.37
Eog Res Stock (EOG) 0.0 $13k 109.00 114.44
Innovative Indl Pptys Reit (IIPR) 0.0 $12k 169.00 73.13
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $12k 96.00 128.16
Hunt J B Trans Svcs Stock (JBHT) 0.0 $12k 67.00 181.03
Beyond Meat Stock (BYND) 0.0 $12k 930.00 12.98
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $12k 51.00 231.76
Cronos Group Stock (CRON) 0.0 $12k 6.0k 1.97
Occidental Pete Corp Stock (OXY) 0.0 $12k 200.00 58.80
Etsy Stock (ETSY) 0.0 $12k 138.00 84.61
Community Bk Sys Stock (CBU) 0.0 $12k 246.00 46.88
Eastern Bankshares Stock (EBC) 0.0 $11k 900.00 12.27
Eversource Energy Stock (ES) 0.0 $11k 155.00 70.92
Tenet Healthcare Corp Stock (THC) 0.0 $11k 131.00 81.38
Alaska Air Group Stock (ALK) 0.0 $11k 200.00 53.18
Corning Stock (GLW) 0.0 $11k 300.00 35.04
Union Bankshares Stock (UNB) 0.0 $10k 450.00 22.96
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $9.9k 182.00 54.45
Aramark Stock (ARMK) 0.0 $9.6k 223.00 43.10
Oneok Stock (OKE) 0.0 $9.6k 155.00 61.72
Ormat Technologies Stock (ORA) 0.0 $9.3k 115.00 80.46
BP Adr (BP) 0.0 $8.8k 250.00 35.29
Constellation Energy Corp Stock (CEG) 0.0 $8.6k 94.00 91.55
Masimo Corp Stock (MASI) 0.0 $8.1k 49.00 164.55
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $7.8k 115.00 67.88
Hecla Mng Stock (HL) 0.0 $7.7k 1.5k 5.15
Progressive Corp Stock (PGR) 0.0 $7.7k 58.00 132.36
Advanced Micro Devices Stock (AMD) 0.0 $7.6k 67.00 113.91
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $7.6k 226.00 33.65
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $7.4k 68.00 108.87
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $7.2k 33.00 218.15
Conocophillips Stock (COP) 0.0 $6.7k 65.00 103.62
Tilray Brands Stock (TLRY) 0.0 $5.8k 3.7k 1.56
Regeneron Pharmaceuticals Stock (REGN) 0.0 $5.7k 8.00 718.50
Mfs Spl Value Tr Sh Ben Int Cef (MFV) 0.0 $5.4k 1.3k 4.08
Ally Finl Stock (ALLY) 0.0 $5.4k 200.00 27.01
Phillips 66 Stock (PSX) 0.0 $5.2k 55.00 95.38
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $5.2k 410.00 12.74
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $5.2k 323.00 16.09
Viatris Stock (VTRS) 0.0 $5.1k 515.00 9.98
Vontier Corporation Stock (VNT) 0.0 $5.0k 156.00 32.21
Equity Lifestyle Pptys Reit (ELS) 0.0 $4.8k 72.00 66.89
Diageo Adr (DEO) 0.0 $4.7k 27.00 173.48
Block Inc Cl A Stock (SQ) 0.0 $4.7k 70.00 66.57
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $4.2k 50.00 84.18
Atlassian Corporation Cl A Stock (TEAM) 0.0 $4.2k 25.00 167.80
Workday Inc Cl A Stock (WDAY) 0.0 $4.1k 18.00 225.89
Snowflake Inc Cl A Stock (SNOW) 0.0 $3.5k 20.00 176.00
Omnicom Group Stock (OMC) 0.0 $3.4k 36.00 95.14
Criteo S A Spons Ads Adr (CRTO) 0.0 $3.4k 100.00 33.74
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.3k 100.00 32.73
Netflix Stock (NFLX) 0.0 $3.1k 7.00 440.43
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $2.9k 40.00 71.55
Booking Holdings Stock (BKNG) 0.0 $2.7k 1.00 2700.00
Kimco Rlty Corp Reit (KIM) 0.0 $2.4k 121.00 19.72
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $2.4k 24.00 99.25
Host Hotels & Resorts Reit (HST) 0.0 $2.2k 131.00 16.83
Solaredge Technologies Stock (SEDG) 0.0 $2.2k 8.00 269.00
Gen Digital Stock (GEN) 0.0 $1.9k 100.00 18.55
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.8k 110.00 16.66
Webster Finl Corp Stock (WBS) 0.0 $1.8k 48.00 37.75
Southwest Airls Stock (LUV) 0.0 $1.8k 50.00 36.22
Omnicell Stock (OMCL) 0.0 $1.8k 24.00 73.67
Bright Horizons Fam Sol In Del Stock (BFAM) 0.0 $1.5k 16.00 92.44
Msa Safety Stock (MSA) 0.0 $1.4k 8.00 174.00
Canopy Growth Corp Stock 0.0 $1.3k 3.3k 0.39
Syneos Health Inc Cl A Stock 0.0 $1.3k 30.00 42.13
Metlife Stock (MET) 0.0 $1.2k 22.00 56.55
Cocrystal Pharma Stock (COCP) 0.0 $999.020000 418.00 2.39
Ingevity Corp Stock (NGVT) 0.0 $989.000500 17.00 58.18
Paylocity Hldg Corp Stock (PCTY) 0.0 $923.000000 5.00 184.60
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $904.000500 85.00 10.64
Symbotic Inc Class A Stock (SYM) 0.0 $856.000000 20.00 42.80
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $765.001000 61.00 12.54
General Mtrs Stock (GM) 0.0 $694.000800 18.00 38.56
Growgeneration Corp Stock (GRWG) 0.0 $680.000000 200.00 3.40
Sandy Spring Bancorp Stock (SASR) 0.0 $498.999600 22.00 22.68
Live Oak Bancshares Stock (LOB) 0.0 $421.000000 16.00 26.31
SNDL Stock (SNDL) 0.0 $304.006800 222.00 1.37
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $246.015000 450.00 0.55
Spdr Msci Usa Gender Diversity Etf Etf (SHE) 0.0 $187.000000 2.00 93.50
Workhorse Group Stock (WKHS) 0.0 $174.000000 200.00 0.87
Stitch Fix Inc Com Cl A Stock (SFIX) 0.0 $166.001500 43.00 3.86
Global X Millennial Consumer Etf Etf (MILN) 0.0 $96.999900 3.00 32.33
Global X Wind Energy Etf Etf (WNDY) 0.0 $80.000000 5.00 16.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $31.000000 50.00 0.62
Gaia Inc New Cl A Stock (GAIA) 0.0 $2.000000 1.00 2.00
Meritage Homes Corp Stock (MTH) 0.0 $0 0 0.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $0 0 0.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00
Crown Castle Reit (CCI) 0.0 $0 0 0.00
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.0 $0 0 0.00