Prio Wealth Limited Partnership as of Sept. 30, 2023
Portfolio Holdings for Prio Wealth Limited Partnership
Prio Wealth Limited Partnership holds 248 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 (AAPL) | 9.1 | $237M | 1.4M | 171.21 | |
| Microsoft Corporation (MSFT) | 5.4 | $139M | 441k | 315.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $107M | 813k | 131.85 | |
| Broadcom (AVGO) | 3.7 | $95M | 115k | 830.58 | |
| NVIDIA Corporation (NVDA) | 2.8 | $74M | 170k | 434.99 | |
| Amazon (AMZN) | 2.8 | $73M | 573k | 127.12 | |
| Wal-Mart Stores (WMT) | 2.7 | $70M | 436k | 159.93 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $64M | 126k | 506.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $62M | 476k | 130.86 | |
| Merck & Co (MRK) | 2.3 | $59M | 577k | 102.95 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $57M | 390k | 145.02 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $50M | 116k | 429.43 | |
| Johnson & Johnson (JNJ) | 1.9 | $49M | 315k | 155.75 | |
| Abbott Laboratories (ABT) | 1.9 | $49M | 506k | 96.85 | |
| Meta Platforms Cl A (META) | 1.8 | $48M | 160k | 300.21 | |
| Visa Com Cl A (V) | 1.7 | $44M | 190k | 230.01 | |
| Boston Scientific Corporation (BSX) | 1.7 | $43M | 814k | 52.80 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $39M | 91k | 427.48 | |
| Bank of America Corporation (BAC) | 1.5 | $39M | 1.4M | 27.38 | |
| Becton, Dickinson and (BDX) | 1.4 | $35M | 137k | 258.53 | |
| Deere & Company (DE) | 1.3 | $35M | 92k | 377.38 | |
| Home Depot (HD) | 1.3 | $34M | 113k | 302.16 | |
| Pepsi (PEP) | 1.2 | $32M | 189k | 169.44 | |
| Goldman Sachs (GS) | 1.2 | $32M | 99k | 323.57 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $30M | 420k | 71.97 | |
| Advanced Micro Devices (AMD) | 1.2 | $30M | 293k | 102.82 | |
| Teradyne (TER) | 1.2 | $30M | 299k | 100.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $30M | 120k | 249.35 | |
| Colgate-Palmolive Company (CL) | 1.0 | $27M | 379k | 71.11 | |
| Waste Management (WM) | 1.0 | $25M | 166k | 152.44 | |
| Xylem (XYL) | 1.0 | $25M | 278k | 91.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $25M | 132k | 189.07 | |
| Marsh & McLennan Companies (MMC) | 0.9 | $24M | 124k | 190.30 | |
| Otis Worldwide Corp (OTIS) | 0.9 | $23M | 286k | 80.31 | |
| Intuit (INTU) | 0.9 | $22M | 43k | 510.94 | |
| Walt Disney Company (DIS) | 0.8 | $21M | 264k | 81.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $20M | 50k | 392.70 | |
| United Parcel Service CL B (UPS) | 0.7 | $19M | 123k | 155.87 | |
| Nike CL B (NKE) | 0.7 | $19M | 198k | 95.62 | |
| Diageo Spon Adr New (DEO) | 0.7 | $19M | 126k | 149.18 | |
| salesforce (CRM) | 0.7 | $18M | 90k | 202.78 | |
| Alcon Ord Shs (ALC) | 0.7 | $18M | 234k | 77.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $17M | 49k | 350.30 | |
| Medtronic SHS (MDT) | 0.7 | $17M | 217k | 78.36 | |
| Oracle Corporation (ORCL) | 0.7 | $17M | 160k | 105.92 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.6 | $16M | 36k | 456.64 | |
| Cme (CME) | 0.6 | $16M | 80k | 200.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $16M | 306k | 51.87 | |
| Zoetis Cl A (ZTS) | 0.6 | $16M | 90k | 173.98 | |
| eBay (EBAY) | 0.6 | $15M | 346k | 44.09 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $15M | 107k | 137.21 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $14M | 191k | 75.17 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $14M | 24k | 588.66 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $14M | 152k | 94.33 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $14M | 120k | 117.58 | |
| Illinois Tool Works (ITW) | 0.5 | $14M | 61k | 230.31 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $13M | 62k | 208.24 | |
| Danaher Corporation (DHR) | 0.5 | $13M | 51k | 248.10 | |
| Roper Industries (ROP) | 0.5 | $12M | 25k | 484.28 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $12M | 172k | 68.04 | |
| W.W. Grainger (GWW) | 0.4 | $11M | 16k | 691.85 | |
| Automatic Data Processing (ADP) | 0.4 | $11M | 47k | 240.58 | |
| General Motors Company (GM) | 0.4 | $11M | 336k | 32.97 | |
| Caterpillar (CAT) | 0.4 | $11M | 39k | 273.00 | |
| TJX Companies (TJX) | 0.4 | $10M | 113k | 88.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $10M | 32k | 307.11 | |
| McDonald's Corporation (MCD) | 0.4 | $9.7M | 37k | 263.44 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $9.2M | 133k | 69.40 | |
| Procter & Gamble Company (PG) | 0.3 | $9.0M | 62k | 145.86 | |
| Fiserv (FI) | 0.3 | $8.5M | 75k | 112.96 | |
| Ross Stores (ROST) | 0.3 | $7.0M | 62k | 112.95 | |
| Amgen (AMGN) | 0.3 | $6.8M | 25k | 268.76 | |
| Coca-Cola Company (KO) | 0.3 | $6.8M | 121k | 55.98 | |
| Abbvie (ABBV) | 0.3 | $6.5M | 44k | 149.06 | |
| Edwards Lifesciences (EW) | 0.2 | $6.4M | 93k | 69.28 | |
| stock | 0.2 | $5.6M | 38k | 146.25 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.5M | 126k | 43.72 | |
| American Express Company (AXP) | 0.2 | $4.9M | 33k | 149.19 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $4.6M | 32k | 144.55 | |
| Emerson Electric (EMR) | 0.2 | $4.6M | 47k | 96.57 | |
| Chevron Corporation (CVX) | 0.2 | $4.4M | 26k | 168.62 | |
| CVS Caremark Corporation (CVS) | 0.2 | $4.4M | 62k | 69.82 | |
| Costco Wholesale Corporation (COST) | 0.2 | $4.3M | 7.6k | 564.96 | |
| 3M Company (MMM) | 0.2 | $4.2M | 45k | 93.62 | |
| Air Products & Chemicals (APD) | 0.2 | $4.1M | 14k | 283.40 | |
| International Business Machines (IBM) | 0.2 | $4.0M | 28k | 140.30 | |
| IDEXX Laboratories (IDXX) | 0.1 | $3.8M | 8.6k | 437.27 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $3.8M | 80k | 47.01 | |
| Independent Bank (INDB) | 0.1 | $3.7M | 75k | 49.09 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.5M | 105k | 33.17 | |
| Linde SHS (LIN) | 0.1 | $3.5M | 9.3k | 372.35 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.4M | 38k | 90.94 | |
| Union Pacific Corporation (UNP) | 0.1 | $3.3M | 16k | 203.63 | |
| Gilead Sciences (GILD) | 0.1 | $3.3M | 43k | 74.94 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.2M | 32k | 102.86 | |
| Tesla Motors (TSLA) | 0.1 | $3.2M | 13k | 250.22 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.0M | 6.0k | 509.90 | |
| Intel Corporation (INTC) | 0.1 | $3.0M | 83k | 35.55 | |
| Pfizer (PFE) | 0.1 | $2.8M | 86k | 33.17 | |
| Honeywell International (HON) | 0.1 | $2.7M | 15k | 184.74 | |
| Carrier Global Corporation (CARR) | 0.1 | $2.7M | 49k | 55.20 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.7M | 5.00 | 531477.00 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $2.6M | 20k | 133.28 | |
| General Electric Com New (GE) | 0.1 | $2.4M | 22k | 110.55 | |
| Chubb (CB) | 0.1 | $2.4M | 11k | 208.18 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.3M | 51k | 44.34 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $2.1M | 26k | 81.41 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.1M | 17k | 120.85 | |
| Paccar (PCAR) | 0.1 | $2.0M | 24k | 85.02 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | 32k | 58.04 | |
| SYSCO Corporation (SYY) | 0.1 | $1.8M | 27k | 66.05 | |
| Lululemon Athletica (LULU) | 0.1 | $1.8M | 4.6k | 385.61 | |
| Waters Corporation (WAT) | 0.1 | $1.8M | 6.4k | 274.21 | |
| Booking Holdings (BKNG) | 0.1 | $1.7M | 552.00 | 3083.95 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.7M | 22k | 75.22 | |
| ConocoPhillips (COP) | 0.1 | $1.7M | 14k | 119.80 | |
| CSX Corporation (CSX) | 0.1 | $1.6M | 53k | 30.75 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.6M | 23k | 69.13 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $1.6M | 63k | 24.77 | |
| Ecolab (ECL) | 0.1 | $1.5M | 9.1k | 169.40 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | 5.6k | 272.33 | |
| Cisco Systems (CSCO) | 0.1 | $1.5M | 28k | 53.76 | |
| Northern Trust Corporation (NTRS) | 0.1 | $1.5M | 21k | 69.48 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | 21k | 68.92 | |
| Lowe's Companies (LOW) | 0.1 | $1.4M | 6.9k | 207.84 | |
| Brookline Ban (BRKL) | 0.1 | $1.4M | 153k | 9.11 | |
| Stryker Corporation (SYK) | 0.1 | $1.4M | 5.0k | 273.27 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.3M | 23k | 58.30 | |
| Dover Corporation (DOV) | 0.0 | $1.3M | 9.3k | 139.50 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.2M | 2.3k | 537.13 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.2M | 11k | 107.14 | |
| Dell Technologies CL C (DELL) | 0.0 | $1.2M | 17k | 68.90 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.1M | 29k | 39.21 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.1M | 5.7k | 194.77 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | 29k | 37.95 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.1M | 10k | 106.20 | |
| Nextera Energy (NEE) | 0.0 | $1.0M | 18k | 57.29 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $1.0M | 17k | 60.26 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $943k | 15k | 64.35 | |
| Microchip Technology (MCHP) | 0.0 | $909k | 12k | 78.05 | |
| Dollar General (DG) | 0.0 | $907k | 8.6k | 105.79 | |
| Mettler-Toledo International (MTD) | 0.0 | $887k | 800.00 | 1108.07 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $872k | 2.1k | 414.90 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $872k | 2.2k | 395.91 | |
| American Intl Group Com New (AIG) | 0.0 | $865k | 14k | 60.60 | |
| AFLAC Incorporated (AFL) | 0.0 | $860k | 11k | 76.75 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $849k | 9.5k | 89.22 | |
| Baxter International (BAX) | 0.0 | $830k | 22k | 37.74 | |
| Fortive (FTV) | 0.0 | $814k | 11k | 74.16 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $793k | 30k | 26.20 | |
| Norfolk Southern (NSC) | 0.0 | $769k | 3.9k | 196.93 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $767k | 5.3k | 143.33 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $760k | 3.6k | 212.41 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $749k | 7.1k | 104.92 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $740k | 4.2k | 176.74 | |
| PNC Financial Services (PNC) | 0.0 | $731k | 6.0k | 122.77 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $719k | 1.8k | 408.96 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $718k | 9.5k | 75.15 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $648k | 9.4k | 69.25 | |
| Verizon Communications (VZ) | 0.0 | $638k | 20k | 32.41 | |
| At&t (T) | 0.0 | $634k | 42k | 15.02 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $623k | 4.0k | 153.84 | |
| Hologic (HOLX) | 0.0 | $623k | 9.0k | 69.40 | |
| Paychex (PAYX) | 0.0 | $619k | 5.4k | 115.33 | |
| Philip Morris International (PM) | 0.0 | $616k | 6.7k | 92.58 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $612k | 6.6k | 92.37 | |
| Cigna Corp (CI) | 0.0 | $610k | 2.1k | 286.07 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $609k | 5.0k | 121.86 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $605k | 18k | 34.02 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $599k | 5.6k | 107.64 | |
| Hershey Company (HSY) | 0.0 | $594k | 3.0k | 200.08 | |
| Morgan Stanley Com New (MS) | 0.0 | $589k | 7.2k | 81.67 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $589k | 3.7k | 159.01 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $586k | 3.8k | 155.39 | |
| Wells Fargo & Company (WFC) | 0.0 | $575k | 14k | 40.86 | |
| General Mills (GIS) | 0.0 | $570k | 8.9k | 63.99 | |
| Vmware Cl A Com | 0.0 | $563k | 3.4k | 166.48 | |
| Capital One Financial (COF) | 0.0 | $555k | 5.7k | 97.05 | |
| Kla Corp Com New (KLAC) | 0.0 | $555k | 1.2k | 458.66 | |
| Anika Therapeutics (ANIK) | 0.0 | $537k | 29k | 18.63 | |
| Analog Devices (ADI) | 0.0 | $516k | 2.9k | 175.09 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $512k | 1.4k | 358.27 | |
| Jacobs Engineering Group (J) | 0.0 | $506k | 3.7k | 136.50 | |
| Travelers Companies (TRV) | 0.0 | $465k | 2.8k | 163.31 | |
| Us Bancorp Del Com New (USB) | 0.0 | $462k | 14k | 33.06 | |
| Hexcel Corporation (HXL) | 0.0 | $455k | 7.0k | 65.14 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $453k | 6.0k | 75.64 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $449k | 1.2k | 382.18 | |
| Boeing Company (BA) | 0.0 | $437k | 2.3k | 191.68 | |
| Qualcomm (QCOM) | 0.0 | $429k | 3.9k | 111.06 | |
| Lam Research Corporation (LRCX) | 0.0 | $426k | 679.00 | 626.77 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $425k | 14k | 30.66 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $422k | 39k | 10.95 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $413k | 14k | 30.15 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $405k | 2.4k | 171.45 | |
| Shopify Cl A (SHOP) | 0.0 | $391k | 7.2k | 54.57 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $387k | 1.7k | 227.93 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $382k | 1.4k | 270.07 | |
| L3harris Technologies (LHX) | 0.0 | $379k | 2.2k | 174.12 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $376k | 7.5k | 49.83 | |
| Shell Spon Ads (SHEL) | 0.0 | $372k | 5.8k | 64.38 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $368k | 1.6k | 234.91 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $355k | 3.1k | 115.01 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $355k | 24k | 14.62 | |
| Prudential Financial (PRU) | 0.0 | $352k | 3.7k | 94.89 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $348k | 3.9k | 88.26 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $323k | 6.7k | 48.10 | |
| Corteva (CTVA) | 0.0 | $322k | 6.3k | 51.16 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $315k | 4.2k | 74.76 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $301k | 21k | 14.32 | |
| Eaton Corp SHS (ETN) | 0.0 | $295k | 1.4k | 213.28 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $295k | 847.00 | 347.74 | |
| ResMed (RMD) | 0.0 | $293k | 2.0k | 147.87 | |
| Enterprise Products Partners (EPD) | 0.0 | $287k | 11k | 27.37 | |
| Genuine Parts Company (GPC) | 0.0 | $284k | 2.0k | 144.38 | |
| Dupont De Nemours (DD) | 0.0 | $280k | 3.8k | 74.59 | |
| Eversource Energy (ES) | 0.0 | $279k | 4.8k | 58.15 | |
| UnitedHealth (UNH) | 0.0 | $278k | 552.00 | 504.19 | |
| Prologis (PLD) | 0.0 | $274k | 2.4k | 112.21 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $271k | 810.00 | 334.95 | |
| Oneok (OKE) | 0.0 | $268k | 4.2k | 63.43 | |
| Target Corporation (TGT) | 0.0 | $263k | 2.4k | 110.57 | |
| Mongodb Cl A (MDB) | 0.0 | $259k | 750.00 | 345.86 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $259k | 5.0k | 51.79 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $256k | 7.4k | 34.73 | |
| American Tower Reit (AMT) | 0.0 | $252k | 1.5k | 164.45 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $248k | 5.8k | 42.65 | |
| Cadence Design Systems (CDNS) | 0.0 | $245k | 1.0k | 234.30 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $244k | 2.4k | 101.86 | |
| Trane Technologies SHS (TT) | 0.0 | $244k | 1.2k | 202.91 | |
| Paypal Holdings (PYPL) | 0.0 | $239k | 4.1k | 58.46 | |
| PPG Industries (PPG) | 0.0 | $235k | 1.8k | 129.80 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $233k | 4.7k | 49.53 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $230k | 3.4k | 67.74 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $229k | 783.00 | 292.29 | |
| Watsco, Incorporated (WSO) | 0.0 | $227k | 602.00 | 377.72 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $226k | 2.2k | 103.72 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $219k | 825.00 | 265.99 | |
| Darden Restaurants (DRI) | 0.0 | $214k | 1.5k | 143.22 | |
| Essential Utils (WTRG) | 0.0 | $214k | 6.2k | 34.33 | |
| Clorox Company (CLX) | 0.0 | $210k | 1.6k | 131.06 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $201k | 4.0k | 50.44 | |
| Phillips 66 (PSX) | 0.0 | $200k | 1.7k | 120.15 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $145k | 10k | 14.03 | |
| Ford Motor Company (F) | 0.0 | $131k | 11k | 12.42 | |
| Eastern Bankshares (EBC) | 0.0 | $125k | 10k | 12.54 | |
| Mersana Therapeutics (MRSN) | 0.0 | $30k | 24k | 1.27 | |
| The Original Bark Company (BARK) | 0.0 | $23k | 19k | 1.20 |
