Clean Yield Group

Clean Yield Group as of Sept. 30, 2023

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 381 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.8 $16M 87k 179.80
Unilever Adr (UL) 3.7 $8.5M 177k 48.34
Takeda Pharmaceutical Adr (TAK) 3.6 $8.2M 533k 15.32
GSK Adr (GSK) 3.4 $7.8M 208k 37.56
Vodafone Group Adr (VOD) 3.2 $7.4M 760k 9.68
Sprouts Fmrs Mkt Stock (SFM) 3.0 $6.9M 159k 43.49
Telus Corporation Stock (TU) 2.5 $5.8M 343k 16.87
Physicians Rlty Tr Reit 2.5 $5.7M 480k 11.82
Nomad Foods Ltd Usd Ord Stock (NOMD) 2.2 $5.1M 344k 14.73
Organon & Co Stock (OGN) 2.2 $4.9M 287k 17.22
Sjw Group Stock (SJW) 2.1 $4.9M 79k 61.39
Smith & Nephew Plc Spdn Adr (SNN) 2.1 $4.8M 208k 23.12
Healthpeak Properties Reit (DOC) 2.1 $4.8M 265k 18.14
Spdr S&p 500 Etf Trust Etf (SPY) 2.1 $4.7M 11k 436.32
Microsoft Corp Stock (MSFT) 2.0 $4.6M 14k 332.43
Novo-nordisk A S Adr (NVO) 1.8 $4.0M 41k 98.84
Hannon Armstrong Sust Infr Cap Reit (HASI) 1.7 $3.8M 227k 16.81
Automatic Data Processing Stock (ADP) 1.7 $3.8M 15k 249.46
Ameresco Inc Cl A Stock (AMRC) 1.6 $3.7M 104k 35.50
Johnson & Johnson Stock (JNJ) 1.6 $3.7M 24k 156.18
Cisco Sys Stock (CSCO) 1.6 $3.6M 68k 53.66
Healthcare Rlty Tr Cl A Reit (HR) 1.6 $3.6M 240k 15.07
Stag Indl Reit (STAG) 1.6 $3.6M 102k 35.33
Nokia Corp Adr (NOK) 1.5 $3.3M 935k 3.57
International Business Machs Stock (IBM) 1.4 $3.2M 22k 143.23
Procter And Gamble Stock (PG) 1.3 $2.9M 20k 143.00
Check Point Software Tech Ltd Ord Stock (CHKP) 1.2 $2.7M 20k 134.37
Utah Med Prods Stock (UTMD) 1.2 $2.7M 31k 85.87
General Mls Stock (GIS) 1.1 $2.4M 39k 62.73
Amalgamated Financial Corp Stock (AMAL) 1.0 $2.4M 141k 17.13
Eli Lilly & Co Stock (LLY) 1.0 $2.3M 3.8k 605.28
Camden Natl Corp Stock (CAC) 0.9 $2.2M 77k 28.20
Amgen Stock (AMGN) 0.9 $2.1M 7.5k 283.60
Illinois Tool Wks Stock (ITW) 0.9 $2.0M 8.6k 236.61
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.9 $2.0M 32k 62.02
Intuit Stock (INTU) 0.9 $2.0M 3.7k 541.58
Expeditors Intl Wash Stock (EXPD) 0.8 $1.9M 17k 117.00
Pepsico Stock (PEP) 0.8 $1.9M 12k 162.62
Quest Diagnostics Stock (DGX) 0.8 $1.9M 15k 122.73
Colgate Palmolive Stock (CL) 0.8 $1.9M 27k 68.87
Becton Dickinson & Co Stock (BDX) 0.8 $1.8M 6.8k 261.30
First Solar Stock (FSLR) 0.8 $1.8M 12k 151.50
Hingham Instn Svgs Mass Stock (HIFS) 0.7 $1.7M 9.2k 181.60
Thermo Fisher Scientific Stock (TMO) 0.6 $1.5M 3.0k 492.65
American Wtr Wks Stock (AWK) 0.6 $1.5M 12k 122.22
Alphabet Class A Stock (GOOGL) 0.6 $1.4M 10k 140.55
Vaneck Green Bond Etf Etf (GRNB) 0.6 $1.4M 61k 22.62
Stryker Corporation Stock (SYK) 0.6 $1.3M 5.1k 260.05
Merck & Co Stock (MRK) 0.6 $1.3M 12k 103.46
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $1.3M 3.7k 348.43
Home Depot Stock (HD) 0.5 $1.3M 4.2k 298.05
Unitedhealth Group Stock (UNH) 0.5 $1.1M 2.1k 524.13
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.4 $1.0M 21k 47.85
Kadant Stock (KAI) 0.4 $887k 3.8k 231.77
Nvidia Corporation Stock (NVDA) 0.4 $833k 1.8k 468.06
Us Bancorp Del Stock (USB) 0.4 $806k 25k 32.51
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $792k 5.6k 141.70
Trimble Stock (TRMB) 0.3 $763k 15k 52.53
Hubbell Stock (HUBB) 0.3 $709k 2.3k 310.63
Abbvie Stock (ABBV) 0.3 $704k 4.7k 149.34
Smucker J M Stock (SJM) 0.3 $657k 5.7k 114.73
Helios Technologies Stock (HLIO) 0.3 $647k 12k 55.59
California Wtr Svc Group Stock (CWT) 0.3 $630k 13k 48.90
Abbott Labs Stock (ABT) 0.3 $623k 6.7k 92.64
Exxon Mobil Corp Stock (XOM) 0.3 $621k 5.8k 106.49
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.3 $600k 27k 22.05
Tractor Supply Stock (TSCO) 0.2 $567k 2.8k 204.31
Mid-amer Apt Cmntys Reit (MAA) 0.2 $551k 4.1k 134.02
Schwab Charles Corp Stock (SCHW) 0.2 $532k 10k 51.91
Aflac Stock (AFL) 0.2 $531k 6.7k 79.80
Middlesex Wtr Stock (MSEX) 0.2 $524k 7.8k 67.34
Pfizer Stock (PFE) 0.2 $518k 16k 33.11
Essential Utils Stock (WTRG) 0.2 $512k 15k 34.23
Oreilly Automotive Stock (ORLY) 0.2 $504k 550.00 916.41
Agilent Technologies Stock (A) 0.2 $502k 4.4k 113.38
Texas Instrs Stock (TXN) 0.2 $493k 3.1k 157.33
Nextera Energy Stock (NEE) 0.2 $488k 9.1k 53.54
Mastercard Incorporated Cl A Stock (MA) 0.2 $481k 1.2k 399.81
American Express Stock (AXP) 0.2 $475k 3.1k 151.51
Paychex Stock (PAYX) 0.2 $461k 3.9k 118.66
Disney Walt Stock (DIS) 0.2 $454k 5.3k 84.85
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $454k 1.2k 371.22
Hain Celestial Group Stock (HAIN) 0.2 $443k 43k 10.44
Astrazeneca Adr (AZN) 0.2 $401k 5.9k 68.01
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $383k 4.3k 88.47
Prologis Reit (PLD) 0.2 $375k 3.3k 112.40
General Electric Stock (GE) 0.2 $353k 3.1k 113.26
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.2 $345k 7.9k 43.66
Mcdonalds Corp Stock (MCD) 0.1 $342k 1.4k 250.92
Intel Corp Stock (INTC) 0.1 $337k 9.1k 36.88
Coca Cola Stock (KO) 0.1 $335k 6.2k 53.71
Genuine Parts Stock (GPC) 0.1 $333k 2.3k 146.77
Sysco Corp Stock (SYY) 0.1 $329k 5.1k 64.09
Lowes Cos Stock (LOW) 0.1 $323k 1.6k 203.29
Verizon Communications Stock (VZ) 0.1 $320k 10k 31.46
Costco Whsl Corp Stock (COST) 0.1 $320k 565.00 565.54
Keysight Technologies Stock (KEYS) 0.1 $313k 2.4k 132.92
Union Pac Corp Stock (UNP) 0.1 $307k 1.5k 209.48
Jpmorgan Chase & Co Stock (JPM) 0.1 $304k 2.1k 146.15
Comcast Corp New Cl A Stock (CMCSA) 0.1 $303k 6.9k 44.24
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $301k 1.1k 276.32
Target Corp Stock (TGT) 0.1 $293k 2.7k 108.99
The Cigna Group Stock (CI) 0.1 $289k 983.00 294.45
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $288k 1.6k 180.13
Air Prods & Chems Stock (APD) 0.1 $280k 962.00 290.89
Renaissancere Hldgs Stock (RNR) 0.1 $269k 1.3k 213.20
3M Stock (MMM) 0.1 $262k 2.9k 90.39
Amazon Stock (AMZN) 0.1 $260k 2.0k 131.83
Walmart Stock (WMT) 0.1 $249k 1.6k 158.23
Mettler Toledo International Stock (MTD) 0.1 $238k 215.00 1107.08
Bristol-myers Squibb Stock (BMY) 0.1 $237k 4.2k 56.65
Church & Dwight Stock (CHD) 0.1 $220k 2.5k 87.65
Hershey Stock (HSY) 0.1 $217k 1.1k 191.77
Wabtec Stock (WAB) 0.1 $207k 2.0k 105.74
Amphenol Corp New Cl A Stock (APH) 0.1 $195k 2.3k 84.64
Ansys Stock (ANSS) 0.1 $192k 630.00 304.88
Agnico Eagle Mines Stock (AEM) 0.1 $186k 3.9k 47.55
Fedex Corp Stock (FDX) 0.1 $185k 725.00 255.46
Waste Mgmt Inc Del Stock (WM) 0.1 $184k 1.2k 156.68
Iron Mtn Inc Del Reit (IRM) 0.1 $183k 3.0k 60.83
Mckesson Corp Stock (MCK) 0.1 $181k 397.00 456.66
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $180k 1.1k 170.92
Waters Corp Stock (WAT) 0.1 $178k 670.00 266.20
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $172k 859.00 199.89
Oracle Corp Stock (ORCL) 0.1 $170k 1.6k 109.63
Vanguard Mid-cap Etf Etf (VO) 0.1 $170k 808.00 210.28
Moodys Corp Stock (MCO) 0.1 $163k 500.00 325.52
Spdr Gold Shares Etf (GLD) 0.1 $161k 926.00 173.79
United Parcel Service Inc Cl B Stock (UPS) 0.1 $159k 1.0k 155.30
At&t Stock (T) 0.1 $157k 11k 14.77
Columbia Bkg Sys Stock (COLB) 0.1 $157k 7.9k 20.00
Danaher Corporation Stock (DHR) 0.1 $155k 715.00 216.43
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $154k 1.6k 98.27
Cvs Health Corp Stock (CVS) 0.1 $154k 2.1k 71.73
Acuity Brands Stock (AYI) 0.1 $152k 835.00 181.94
Vanguard Value Etf Etf (VTV) 0.1 $151k 1.1k 137.99
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $150k 4.9k 30.65
Coeur Mng Stock (CDE) 0.1 $146k 63k 2.33
Cme Group Stock (CME) 0.1 $145k 666.00 217.10
Vanguard Growth Etf Etf (VUG) 0.1 $143k 504.00 282.87
Nike Inc Cl B Stock (NKE) 0.1 $142k 1.4k 98.65
Microchip Technology Stock (MCHP) 0.1 $140k 1.7k 81.23
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $139k 1.8k 75.16
Chevron Corp Stock (CVX) 0.1 $136k 843.00 161.10
Ppg Inds Stock (PPG) 0.1 $131k 985.00 132.52
Tennant Stock (TNC) 0.1 $129k 1.7k 77.49
Rtx Corporation Stock (RTX) 0.1 $128k 1.7k 73.31
Msci Stock (MSCI) 0.1 $128k 245.00 523.17
Visa Inc Com Cl A Stock (V) 0.1 $128k 542.00 235.68
Carrier Global Corporation Stock (CARR) 0.1 $127k 2.3k 56.04
Vaneck Gold Miners Etf Etf (GDX) 0.1 $127k 4.5k 28.32
Idacorp Stock (IDA) 0.1 $125k 1.3k 98.14
Ishares Silver Trust Etf (SLV) 0.1 $123k 6.1k 20.18
Kimberly-clark Corp Stock (KMB) 0.1 $122k 1.0k 119.35
Carmax Stock (KMX) 0.1 $122k 1.8k 69.10
Wec Energy Group Stock (WEC) 0.1 $122k 1.5k 82.95
Neogen Corp Stock (NEOG) 0.1 $121k 8.1k 14.97
Emerson Elec Stock (EMR) 0.1 $120k 1.2k 97.09
Sherwin Williams Stock (SHW) 0.1 $116k 455.00 255.54
Alcon Ag Ord Stock (ALC) 0.1 $115k 1.5k 75.96
Zoetis Inc Cl A Stock (ZTS) 0.1 $115k 650.00 176.95
Norfolk Southn Corp Stock (NSC) 0.0 $111k 550.00 202.00
Vertex Pharmaceuticals Stock (VRTX) 0.0 $110k 300.00 365.25
Ishares Tips Bond Etf Etf (TIP) 0.0 $108k 1.0k 103.63
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $108k 11k 9.81
Gallagher Arthur J & Co Stock (AJG) 0.0 $106k 451.00 234.90
Travelers Companies Stock (TRV) 0.0 $106k 650.00 162.41
Corning Stock (GLW) 0.0 $96k 3.3k 29.10
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $96k 5.4k 17.92
Wex Stock (WEX) 0.0 $95k 500.00 190.89
Salesforce Stock (CRM) 0.0 $95k 461.00 206.85
Global X Silver Miners Etf Etf (SIL) 0.0 $95k 3.9k 24.07
Cencora Stock (COR) 0.0 $94k 500.00 188.03
Avery Dennison Corp Stock (AVY) 0.0 $94k 504.00 186.51
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $92k 6.7k 13.76
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $92k 1.0k 91.54
Walgreens Boots Alliance Stock (WBA) 0.0 $90k 4.0k 22.60
Dover Corp Stock (DOV) 0.0 $90k 633.00 142.18
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $88k 965.00 91.56
Ishares Russell 2000 Etf Etf (IWM) 0.0 $88k 500.00 175.67
Fifth Third Bancorp Stock (FITB) 0.0 $86k 3.5k 24.99
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $86k 3.6k 23.90
HP Stock (HPQ) 0.0 $86k 3.2k 26.83
Ishares Select Dividend Etf Etf (DVY) 0.0 $84k 778.00 107.91
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $84k 6.4k 13.04
Yum Brands Stock (YUM) 0.0 $81k 680.00 118.38
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $80k 800.00 100.56
Masco Corp Stock (MAS) 0.0 $80k 1.5k 53.63
Wells Fargo Stock (WFC) 0.0 $79k 2.0k 39.69
Dentsply Sirona Stock (XRAY) 0.0 $78k 2.5k 31.80
Roper Technologies Stock (ROP) 0.0 $77k 153.00 502.03
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $76k 381.00 198.27
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $75k 800.00 94.06
Ge Healthcare Technologies Stock (GEHC) 0.0 $74k 1.1k 67.78
Worthington Inds Stock (WOR) 0.0 $74k 1.2k 61.23
Constellation Brands Inc Cl A Stock (STZ) 0.0 $72k 300.00 239.00
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $72k 1.2k 59.56
Vanguard Health Care Etf Etf (VHT) 0.0 $71k 300.00 237.26
United Therapeutics Corp Del Stock (UTHR) 0.0 $70k 300.00 234.58
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $70k 2.1k 33.37
Factset Resh Sys Stock (FDS) 0.0 $69k 150.00 456.87
Palo Alto Networks Stock (PANW) 0.0 $68k 261.00 259.21
Caterpillar Stock (CAT) 0.0 $67k 245.00 272.83
Atlantica Sustainable Infr Stock (AY) 0.0 $66k 3.5k 18.73
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $65k 1.3k 49.62
Cdw Corp Stock (CDW) 0.0 $64k 300.00 213.82
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $63k 1.8k 35.55
Haleon Plc Spon Ads Adr (HLN) 0.0 $63k 7.4k 8.48
Verisk Analytics Stock (VRSK) 0.0 $61k 250.00 245.51
Grainger W W Stock (GWW) 0.0 $61k 85.00 714.29
Price T Rowe Group Stock (TROW) 0.0 $57k 551.00 104.15
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $57k 400.00 142.70
Elme Communities Sh Ben Int Reit (ELME) 0.0 $57k 4.0k 14.29
Starbucks Corp Stock (SBUX) 0.0 $56k 610.00 91.95
Eastman Chem Stock (EMN) 0.0 $56k 755.00 74.23
Xylem Stock (XYL) 0.0 $55k 600.00 92.37
Hewlett Packard Enterprise Stock (HPE) 0.0 $55k 3.2k 17.16
Canadian Natl Ry Stock (CNI) 0.0 $55k 500.00 109.16
Ishares National Muni Bond Etf Etf (MUB) 0.0 $55k 530.00 102.98
Zimmer Biomet Holdings Stock (ZBH) 0.0 $53k 507.00 105.35
International Flavors&fragranc Stock (IFF) 0.0 $53k 810.00 65.55
Ebay Stock (EBAY) 0.0 $53k 1.2k 43.05
Paypal Hldgs Stock (PYPL) 0.0 $51k 884.00 58.07
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $51k 1.0k 50.07
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $50k 254.00 197.88
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $50k 1.1k 46.39
Ishares Agency Bond Etf Etf (AGZ) 0.0 $50k 469.00 105.54
S&p Global Stock (SPGI) 0.0 $50k 133.00 371.90
Qualcomm Stock (QCOM) 0.0 $49k 443.00 111.12
Alamos Gold Inc New Com Cl A Stock (AGI) 0.0 $47k 4.0k 11.85
Wolfspeed Stock (WOLF) 0.0 $47k 1.4k 33.70
Eaton Corp Stock (ETN) 0.0 $47k 216.00 215.87
Principal Financial Group Stock (PFG) 0.0 $47k 659.00 70.65
Ameriprise Finl Stock (AMP) 0.0 $46k 141.00 329.34
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $46k 100.00 457.38
Asml Holding N V N Y Registry Adr (ASML) 0.0 $46k 75.00 606.19
Adobe Stock (ADBE) 0.0 $45k 82.00 549.91
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $44k 400.00 110.22
Sonoco Prods Stock (SON) 0.0 $43k 797.00 53.96
Dollar Tree Stock (DLTR) 0.0 $43k 400.00 107.03
Uber Technologies Stock (UBER) 0.0 $42k 900.00 46.64
Cintas Corp Stock (CTAS) 0.0 $41k 80.00 512.51
Parker-hannifin Corp Stock (PH) 0.0 $41k 100.00 407.29
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $40k 566.00 70.86
Fastenal Stock (FAST) 0.0 $39k 696.00 56.01
Pnc Finl Svcs Group Stock (PNC) 0.0 $39k 315.00 122.74
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $38k 406.00 94.05
Vaneck Short Muni Etf Etf (SMB) 0.0 $37k 2.2k 16.74
Lakeland Finl Corp Stock (LKFN) 0.0 $37k 750.00 49.08
Bar Hbr Bankshares Stock (BHB) 0.0 $36k 1.5k 24.15
Csx Corp Stock (CSX) 0.0 $36k 1.1k 31.61
Bank New York Mellon Corp Stock (BK) 0.0 $35k 833.00 42.15
Inari Med Stock (NARI) 0.0 $34k 568.00 59.33
Loews Corp Stock (L) 0.0 $33k 513.00 64.29
Vanguard Information Technology Etf Etf (VGT) 0.0 $33k 76.00 430.95
Kyndryl Hldgs Stock (KD) 0.0 $33k 2.1k 15.58
Alexandria Real Estate Eq Reit (ARE) 0.0 $33k 320.00 101.46
Broadcom Stock (AVGO) 0.0 $32k 37.00 874.57
Intuitive Surgical Stock (ISRG) 0.0 $30k 108.00 281.79
Wiley John & Sons Inc Cl A Stock (WLY) 0.0 $30k 973.00 30.83
Toronto Dominion Bk Ont Stock (TD) 0.0 $27k 456.00 59.88
United States Copper Index Fund Etf (CPER) 0.0 $27k 1.2k 22.34
Arrow Finl Corp Stock (AROW) 0.0 $26k 1.5k 18.02
Hologic Stock (HOLX) 0.0 $26k 375.00 69.41
Chubb Stock (CB) 0.0 $25k 120.00 210.18
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $25k 400.00 62.90
Fortrea Hldgs Stock (FTRE) 0.0 $25k 859.00 29.25
Middleby Corp Stock (MIDD) 0.0 $25k 200.00 125.60
Blackstone Stock (BX) 0.0 $25k 234.00 107.27
Motorola Solutions Stock (MSI) 0.0 $24k 85.00 287.60
Iqvia Hldgs Stock (IQV) 0.0 $23k 114.00 204.56
Horace Mann Educators Corp Stock (HMN) 0.0 $23k 760.00 30.33
Twilio Inc Cl A Stock (TWLO) 0.0 $23k 400.00 57.42
Enterprise Prods Partners Stock (EPD) 0.0 $22k 799.00 27.37
Blackrock Stock (BLK) 0.0 $22k 34.00 642.68
Tesla Stock (TSLA) 0.0 $22k 83.00 262.99
Tjx Cos Stock (TJX) 0.0 $22k 242.00 89.25
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $22k 69.00 312.54
Vital Farms Stock (VITL) 0.0 $21k 1.9k 11.10
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $20k 450.00 44.23
Meta Platforms Inc Cl A Stock (META) 0.0 $20k 60.00 327.82
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $19k 252.00 75.74
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $19k 439.00 43.07
Analog Devices Stock (ADI) 0.0 $18k 105.00 174.92
Deere & Co Stock (DE) 0.0 $18k 47.00 389.36
Doordash Inc Cl A Stock (DASH) 0.0 $18k 225.00 80.80
Trane Technologies Stock (TT) 0.0 $18k 86.00 211.30
Highwoods Pptys Reit (HIW) 0.0 $18k 890.00 19.95
Livewire Group Stock (LVWR) 0.0 $18k 2.1k 8.43
Elevance Health Stock (ELV) 0.0 $18k 39.00 453.56
Veralto Corp Stock (VLTO) 0.0 $18k 237.00 74.47
Lockheed Martin Corp Stock (LMT) 0.0 $18k 40.00 436.65
Spotify Technology S A Stock (SPOT) 0.0 $17k 110.00 156.57
Southern Stock (SO) 0.0 $17k 250.00 67.10
Aon Plc Shs Cl A Stock (AON) 0.0 $17k 51.00 327.31
Vanguard Large-cap Etf Etf (VV) 0.0 $16k 82.00 200.09
Marsh & Mclennan Cos Stock (MMC) 0.0 $16k 85.00 192.91
Shopify Inc Cl A Stock (SHOP) 0.0 $16k 300.00 54.24
New York Times Co Cl A Stock (NYT) 0.0 $16k 374.00 43.10
Newmont Corp Stock (NEM) 0.0 $16k 400.00 39.11
Cousins Pptys Reit (CUZ) 0.0 $16k 789.00 19.60
Lpl Finl Hldgs Stock (LPLA) 0.0 $15k 63.00 233.38
Otis Worldwide Corp Stock (OTIS) 0.0 $15k 181.00 81.04
Honeywell Intl Stock (HON) 0.0 $15k 78.00 187.40
Archer Daniels Midland Stock (ADM) 0.0 $14k 195.00 73.70
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $14k 159.00 87.67
Lululemon Athletica Stock (LULU) 0.0 $13k 36.00 373.36
Republic Svcs Stock (RSG) 0.0 $13k 90.00 146.47
State Str Corp Stock (STT) 0.0 $13k 200.00 65.30
Hunt J B Trans Svcs Stock (JBHT) 0.0 $13k 67.00 193.76
Innovative Indl Pptys Reit (IIPR) 0.0 $13k 170.00 75.99
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $13k 98.00 130.00
Occidental Pete Corp Stock (OXY) 0.0 $13k 200.00 63.35
Cronos Group Stock (CRON) 0.0 $12k 6.0k 1.94
Union Bankshares Stock (UNB) 0.0 $11k 450.00 25.40
Eastern Bankshares Stock (EBC) 0.0 $11k 900.00 12.33
Oneok Stock (OKE) 0.0 $11k 155.00 67.46
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $10k 51.00 201.61
BP Adr (BP) 0.0 $9.7k 250.00 38.65
Etsy Stock (ETSY) 0.0 $8.9k 138.00 64.84
Progressive Corp Stock (PGR) 0.0 $8.3k 58.00 143.86
Beyond Meat Stock (BYND) 0.0 $8.2k 930.00 8.84
Ormat Technologies Stock (ORA) 0.0 $7.9k 115.00 68.87
Conocophillips Stock (COP) 0.0 $7.8k 65.00 120.05
Gilead Sciences Stock (GILD) 0.0 $7.6k 99.00 76.96
Tilray Brands Stock (TLRY) 0.0 $7.6k 3.7k 2.05
Tenet Healthcare Corp Stock (THC) 0.0 $7.6k 131.00 57.70
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $7.5k 115.00 64.82
Advanced Micro Devices Stock (AMD) 0.0 $7.3k 67.00 108.31
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $7.1k 33.00 215.21
Alaska Air Group Stock (ALK) 0.0 $7.0k 202.00 34.55
Exelon Corp Stock (EXC) 0.0 $7.0k 174.00 40.04
Regeneron Pharmaceuticals Stock (REGN) 0.0 $6.7k 8.00 836.12
Constellation Energy Corp Stock (CEG) 0.0 $6.7k 58.00 115.07
Phillips 66 Stock (PSX) 0.0 $6.2k 55.00 112.13
Hecla Mng Stock (HL) 0.0 $5.9k 1.5k 3.93
Aramark Stock (ARMK) 0.0 $5.9k 224.00 26.31
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $5.4k 55.00 97.42
Mfs Spl Value Tr Sh Ben Int Cef (MFV) 0.0 $5.2k 1.3k 3.91
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $5.1k 324.00 15.71
Ally Finl Stock (ALLY) 0.0 $5.1k 200.00 25.41
Viatris Stock (VTRS) 0.0 $5.0k 515.00 9.69
Atlassian Corporation Cl A Stock (TEAM) 0.0 $5.0k 25.00 199.44
Diageo Adr (DEO) 0.0 $4.2k 27.00 154.67
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $4.1k 410.00 10.00
Masimo Corp Stock (MASI) 0.0 $4.0k 49.00 81.76
Workday Inc Cl A Stock (WDAY) 0.0 $4.0k 18.00 222.00
Snowflake Inc Cl A Stock (SNOW) 0.0 $3.3k 20.00 163.55
Block Inc Cl A Stock (SQ) 0.0 $3.3k 70.00 46.69
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $3.1k 40.00 77.35
Booking Holdings Stock (BKNG) 0.0 $3.1k 1.00 3072.00
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.0k 100.00 30.30
Criteo S A Spons Ads Adr (CRTO) 0.0 $3.0k 100.00 29.64
Netflix Stock (NFLX) 0.0 $2.6k 7.00 366.00
Kilroy Rlty Corp Reit (KRC) 0.0 $2.4k 76.00 30.93
Sanofi Adr (SNY) 0.0 $2.2k 40.00 54.80
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $2.1k 110.00 19.37
Gen Digital Stock (GEN) 0.0 $1.8k 100.00 17.73
Vestis Corporation Stock (VSTS) 0.0 $1.7k 111.00 15.40
Metlife Stock (MET) 0.0 $1.4k 22.00 62.86
Southwest Airls Stock (LUV) 0.0 $1.3k 50.00 26.20
Symbotic Inc Class A Stock (SYM) 0.0 $837.000000 20.00 41.85
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $802.000500 85.00 9.44
Solaredge Technologies Stock (SEDG) 0.0 $623.000000 5.00 124.60
General Mtrs Stock (GM) 0.0 $558.000000 18.00 31.00
Growgeneration Corp Stock (GRWG) 0.0 $548.000000 200.00 2.74
Vanguard S&p 500 Etf Etf (VOO) 0.0 $401.000000 1.00 401.00
SNDL Stock (SNDL) 0.0 $355.000200 222.00 1.60
Workhorse Group Stock (WKHS) 0.0 $96.000000 200.00 0.48
Ark Innovation Etf Etf (ARKK) 0.0 $80.000000 2.00 40.00
Stem Stock (STEM) 0.0 $41.000000 10.00 4.10
Curevac N V Stock (CVAC) 0.0 $18.000000 3.00 6.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $17.000000 50.00 0.34
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $13.005000 450.00 0.03
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
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $0 0 0.00
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $0 0 0.00
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $0 0 0.00
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.0 $0 0 0.00