Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, UN, HASI, VOD, and represent 31.56% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$7.4M), CAC, VOD, SFM, SPY, NOK, NOMD, CSCO, BIIB, VCSH.
- Started 48 new stock positions in ROST, IWP, VCIT, SPWR, NUE, SFM, ATVI, ALL, THCX, NVS.
- Reduced shares in these 10 stocks: HASI, GILD, HIW, AEM, BHB, LKFN, XRAY, ALC, HIFS, NEM.
- Sold out of its positions in AMN, BVN, EDC, ETSY, AGM.A, GS, LogMeIn, TURN, PACB, SON. JW.A.
- Clean Yield Group was a net buyer of stock by $9.7M.
- Clean Yield Group has $247M in assets under management (AUM), dropping by 6.56%.
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Portfolio Holdings for Clean Yield Group
Companies in the Clean Yield Group portfolio as of the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 18.4 | $45M | +2% | 136k | 334.74 | |
| Apple Stock (AAPL) | 4.0 | $9.9M | +293% | 86k | 115.81 | |
| Unilever N V N Y Adr (UN) | 3.2 | $7.9M | 130k | 60.40 | ||
| Hannon Armstrong Sust Infr Cap Reit (HASI) | 3.1 | $7.7M | -12% | 183k | 42.27 | |
| Vodafone Group Adr (VOD) | 2.8 | $7.0M | +22% | 518k | 13.42 | |
| Telus Corporation Stock (TU) | 2.6 | $6.4M | 365k | 17.61 | ||
| General Mls Stock (GIS) | 2.4 | $5.9M | 96k | 61.68 | ||
| Century Bancorporation Inc Cl A Non Vtg Stock (CNBKA) | 2.4 | $5.9M | 90k | 65.74 | ||
| Sanofi Adr (SNY) | 2.2 | $5.5M | 110k | 50.17 | ||
| Colgate Palmolive Stock (CL) | 1.9 | $4.7M | 61k | 77.15 | ||
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.9 | $4.7M | 24k | 194.10 | ||
| Dentsply Sirona Stock (XRAY) | 1.8 | $4.4M | -5% | 101k | 43.73 | |
| Johnson & Johnson Stock (JNJ) | 1.7 | $4.1M | 28k | 148.89 | ||
| Physicians Rlty Tr Reit (DOC) | 1.7 | $4.1M | +3% | 229k | 17.91 | |
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| Hingham Instn Svgs Mass Stock (HIFS) | 1.6 | $4.0M | -5% | 22k | 184.00 | |
| Healthcare Tr Amer Inc Cl A Reit (HTA) | 1.6 | $3.9M | +3% | 152k | 26.00 | |
| Biogen Stock (BIIB) | 1.6 | $3.8M | +5% | 14k | 283.69 | |
| Procter And Gamble Stock (PG) | 1.4 | $3.5M | 25k | 138.97 | ||
| Amgen Stock (AMGN) | 1.3 | $3.2M | 13k | 254.20 | ||
| Microsoft Corp Stock (MSFT) | 1.3 | $3.2M | 15k | 210.32 | ||
| Healthpeak Properties Reit (PEAK) | 1.2 | $3.0M | +2% | 112k | 27.15 | |
| Automatic Data Processing Stock (ADP) | 1.1 | $2.8M | 20k | 139.47 | ||
| Cisco Sys Stock (CSCO) | 1.1 | $2.7M | +12% | 69k | 39.40 | |
| Quest Diagnostics Stock (DGX) | 1.0 | $2.5M | 22k | 114.50 | ||
| Ameresco Inc Cl A Stock (AMRC) | 1.0 | $2.5M | -6% | 75k | 33.40 | |
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 1.0 | $2.5M | +37% | 98k | 25.48 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.4M | -2% | 35k | 69.42 | |
| Alcon Ag Ord Stock (ALC) | 1.0 | $2.4M | -8% | 42k | 56.96 | |
| Nokia Corp Adr (NOK) | 1.0 | $2.3M | +74% | 601k | 3.91 | |
| Intuit Stock (INTU) | 0.9 | $2.3M | 7.0k | 326.17 | ||
| Umpqua Hldgs Corp Stock (UMPQ) | 0.9 | $2.2M | 212k | 10.62 | ||
| Highwoods Pptys Reit (HIW) | 0.9 | $2.2M | -19% | 66k | 33.57 | |
| Becton Dickinson & Co Stock (BDX) | 0.9 | $2.1M | 9.2k | 232.72 | ||
| Camden Natl Corp Stock (CAC) | 0.9 | $2.1M | +213% | 70k | 30.23 | |
| Utah Med Prods Stock (UTMD) | 0.8 | $2.1M | 26k | 79.87 | ||
| American Wtr Wks Stock (AWK) | 0.8 | $2.0M | 14k | 144.89 | ||
| Expeditors Intl Wash Stock (EXPD) | 0.8 | $1.9M | -2% | 21k | 90.50 | |
| Gilead Sciences Stock (GILD) | 0.7 | $1.8M | -30% | 29k | 63.18 | |
| Illinois Tool Wks Stock (ITW) | 0.7 | $1.8M | -3% | 9.5k | 193.26 | |
| Hain Celestial Group Stock (HAIN) | 0.7 | $1.8M | -4% | 52k | 34.29 | |
| Thermo Fisher Scientific Stock (TMO) | 0.7 | $1.6M | 3.7k | 441.50 | ||
| Stryker Corporation Stock (SYK) | 0.6 | $1.4M | 6.9k | 208.44 | ||
| Pepsico Stock (PEP) | 0.6 | $1.4M | 9.8k | 138.55 | ||
| Sprouts Fmrs Mkt Stock (SFM) | 0.5 | $1.3M | NEW | 61k | 20.92 | |
| Home Depot Stock (HD) | 0.5 | $1.3M | 4.5k | 277.64 | ||
| Verizon Communications Stock (VZ) | 0.5 | $1.2M | 21k | 59.51 | ||
| Mid-amer Apt Cmntys Reit (MAA) | 0.5 | $1.2M | 11k | 115.99 | ||
| First Solar Stock (FSLR) | 0.5 | $1.1M | 17k | 66.22 | ||
| 3M Stock (MMM) | 0.4 | $1.1M | 6.7k | 160.14 | ||
| Merck & Co Stock (MRK) | 0.4 | $1.1M | 13k | 82.92 | ||
| Smucker J M Stock (SJM) | 0.4 | $1.0M | 9.0k | 115.54 | ||
| Us Bancorp Del Stock (USB) | 0.4 | $973k | 27k | 35.84 | ||
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.3 | $850k | 7.1k | 120.31 | ||
| Trimble Stock (TRMB) | 0.3 | $720k | 15k | 48.68 | ||
| Pfizer Stock (PFE) | 0.3 | $711k | -2% | 19k | 36.69 | |
| Kadant Stock (KAI) | 0.3 | $705k | -10% | 6.4k | 109.68 | |
| Essential Utils Stock (WTRG) | 0.3 | $695k | 17k | 40.24 | ||
| Tractor Supply Stock (TSCO) | 0.3 | $688k | -3% | 4.8k | 143.24 | |
| Alamos Gold Inc New Com Cl A Stock (AGI) | 0.3 | $687k | -17% | 78k | 8.81 | |
| Middlesex Wtr Stock (MSEX) | 0.3 | $686k | 11k | 62.19 | ||
| Hms Hldgs Corp Stock (HMSY) | 0.3 | $679k | +29% | 28k | 23.94 | |
| Alphabet Class A Stock (GOOGL) | 0.3 | $657k | -4% | 448.00 | 1466.52 | |
| California Wtr Svc Group Stock (CWT) | 0.3 | $656k | 15k | 43.43 | ||
| Barrick Gold Corp Stock (GOLD) | 0.2 | $595k | +2% | 21k | 28.13 | |
| Disney Walt Co Com Disney Stock (DIS) | 0.2 | $595k | 4.8k | 123.98 | ||
| Intel Corp Stock (INTC) | 0.2 | $585k | 11k | 51.77 | ||
| Texas Instrs Stock (TXN) | 0.2 | $583k | 4.1k | 142.89 | ||
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $577k | 2.7k | 212.99 | ||
| Lilly Eli & Co Stock (LLY) | 0.2 | $523k | 3.5k | 148.03 | ||
| Prologis Reit (PLD) | 0.2 | $509k | 5.1k | 100.59 | ||
| Agnico Eagle Mines Stock (AEM) | 0.2 | $486k | -47% | 6.1k | 79.67 | |
| Helios Technologies Stock (HLIO) | 0.2 | $476k | 13k | 36.39 | ||
| Schwab Charles Corp Stock (SCHW) | 0.2 | $467k | 13k | 36.23 | ||
| Agilent Technologies Stock (A) | 0.2 | $454k | 4.5k | 100.84 | ||
| Sysco Corp Stock (SYY) | 0.2 | $438k | 7.0k | 62.20 | ||
| Hecla Mng Stock (HL) | 0.2 | $432k | -8% | 85k | 5.08 | |
| At&t Stock (T) | 0.2 | $419k | 15k | 28.54 | ||
| Pan Amern Silver Corp Stock (PAAS) | 0.2 | $408k | -4% | 13k | 32.13 | |
| Target Corp Stock (TGT) | 0.2 | $400k | 2.5k | 157.29 | ||
| Union Pac Corp Stock (UNP) | 0.2 | $389k | 2.0k | 197.06 | ||
| Abbott Labs Stock (ABT) | 0.2 | $388k | 3.6k | 108.87 | ||
| Intuitive Surgical Stock (ISRG) | 0.2 | $373k | 525.00 | 710.48 | ||
| Hubbell Stock (HUBB) | 0.1 | $366k | 2.7k | 136.82 | ||
| Ishares Agency Bond Etf Etf (AGZ) | 0.1 | $362k | 3.0k | 121.11 | ||
| Genuine Parts Stock (GPC) | 0.1 | $357k | -8% | 3.7k | 95.28 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $355k | 7.7k | 46.28 | ||
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.1 | $350k | 3.9k | 88.95 | ||
| Medtronic Stock (MDT) | 0.1 | $350k | 3.4k | 103.86 | ||
| Citrix Sys Stock (CTXS) | 0.1 | $347k | 2.5k | 137.70 | ||
| Bristol-myers Squibb Stock (BMY) | 0.1 | $347k | +2% | 5.8k | 60.27 | |
| Lakeland Finl Corp Stock (LKFN) | 0.1 | $345k | -43% | 8.4k | 41.17 | |
| Amazon Stock (AMZN) | 0.1 | $343k | +5% | 109.00 | 3146.79 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $334k | +2% | 2.0k | 166.75 | |
| Abbvie Stock (ABBV) | 0.1 | $332k | +2% | 3.8k | 87.60 | |
| Bar Hbr Bankshares Stock (BHB) | 0.1 | $332k | -48% | 16k | 20.52 | |
| American Express Stock (AXP) | 0.1 | $328k | 3.3k | 100.28 | ||
| Astrazeneca Adr (AZN) | 0.1 | $323k | 5.9k | 54.75 | ||
| Neogen Corp Stock (NEOG) | 0.1 | $316k | 4.0k | 78.35 | ||
| Paychex Stock (PAYX) | 0.1 | $312k | 3.9k | 79.71 | ||
| Nike Inc Cl B Stock (NKE) | 0.1 | $302k | +5% | 2.4k | 125.36 | |
| Coca Cola Stock (KO) | 0.1 | $290k | +3% | 5.9k | 49.29 | |
| Church & Dwight Stock (CHD) | 0.1 | $283k | +7% | 3.0k | 93.55 | |
| Oreilly Automotive Stock (ORLY) | 0.1 | $282k | 612.00 | 460.78 | ||
| Nextera Energy Stock (NEE) | 0.1 | $281k | 1.0k | 277.67 | ||
| Lowes Cos Stock (LOW) | 0.1 | $276k | +8% | 1.7k | 165.97 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $272k | 503.00 | 540.76 | ||
| Walgreens Boots Alliance Stock (WBA) | 0.1 | $271k | -11% | 7.6k | 35.89 | |
| International Business Machs Stock (IBM) | 0.1 | $259k | 2.1k | 121.60 | ||
| Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) | 0.1 | $255k | -8% | 8.1k | 31.41 | |
| Renaissancere Hldgs Stock (RNR) | 0.1 | $251k | +12% | 1.5k | 169.59 | |
| Costco Whsl Corp Stock (COST) | 0.1 | $237k | +6% | 668.00 | 354.79 | |
| Invesco Qqq Trust Etf (QQQ) | 0.1 | $236k | 850.00 | 277.65 | ||
| Cigna Corp Stock (CI) | 0.1 | $234k | -2% | 1.4k | 169.20 | |
| Aflac Stock (AFL) | 0.1 | $228k | -3% | 6.3k | 36.32 | |
| Keysight Technologies Stock (KEYS) | 0.1 | $222k | 2.3k | 98.62 | ||
| Ansys Stock (ANSS) | 0.1 | $217k | 662.00 | 327.79 | ||
| Kimberly Clark Corp Stock (KMB) | 0.1 | $210k | +2% | 1.4k | 147.78 | |
| Mettler Toledo International Stock (MTD) | 0.1 | $208k | 215.00 | 967.44 | ||
| Air Prods & Chems Stock (APD) | 0.1 | $208k | -24% | 697.00 | 298.42 | |
| Paypal Hldgs Stock (PYPL) | 0.1 | $207k | -23% | 1.1k | 196.77 | |
| Hershey Stock (HSY) | 0.1 | $201k | 1.4k | 143.57 | ||
| Fedex Corp Stock (FDX) | 0.1 | $199k | -15% | 790.00 | 251.90 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $197k | -10% | 134.00 | 1470.15 | |
| Danaher Corporation Stock (DHR) | 0.1 | $195k | +8% | 907.00 | 214.99 | |
| Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) | 0.1 | $194k | +1222% | 2.3k | 82.91 | |
| Travelers Companies Stock (TRV) | 0.1 | $184k | 1.7k | 108.24 | ||
| Carmax Stock (KMX) | 0.1 | $184k | 2.0k | 92.00 | ||
| Waters Corp Stock (WAT) | 0.1 | $177k | 905.00 | 195.58 | ||
| Exxon Mobil Corp Stock (XOM) | 0.1 | $176k | 5.1k | 34.29 | ||
| Cvs Health Corp Stock (CVS) | 0.1 | $173k | -9% | 3.0k | 58.35 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $167k | 900.00 | 185.56 | ||
| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $166k | 1.7k | 99.94 | ||
| Wec Energy Group Stock (WEC) | 0.1 | $165k | 1.7k | 96.94 | ||
| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $164k | +4% | 1.7k | 96.24 | |
| Laboratory Corp Amer Hldgs Stock (LH) | 0.1 | $162k | 859.00 | 188.59 | ||
| Coeur Mng Stock (CDE) | 0.1 | $162k | -12% | 22k | 7.36 | |
| Kirkland Lake Gold Stock (KL) | 0.1 | $161k | -47% | 3.3k | 48.79 | |
| First Majestic Silver Corp Stock (AG) | 0.1 | $160k | +12% | 17k | 9.52 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $159k | +14% | 1.4k | 115.64 | |
| Weyerhaeuser Co Mtn Be Reit (WY) | 0.1 | $147k | +5% | 5.1k | 28.57 | |
| Vaneck Vectors Green Bond Etf Etf (GRNB) | 0.1 | $142k | +24% | 5.1k | 27.66 | |
| Spdr Gold Shares Etf (GLD) | 0.1 | $141k | +15% | 795.00 | 177.36 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $139k | +16% | 632.00 | 219.94 | |
| Raytheon Technologies Corp Stock (RTX) | 0.1 | $136k | 2.4k | 57.48 | ||
| Norfolk Southn Corp Stock (NSC) | 0.1 | $135k | +14% | 632.00 | 213.61 | |
| Pretium Res Stock (PVG) | 0.1 | $135k | +200% | 11k | 12.86 | |
| Wabtec Stock (WAB) | 0.1 | $132k | -7% | 2.1k | 62.06 | |
| Honeywell Intl Stock (HON) | 0.1 | $130k | +25% | 791.00 | 164.35 | |
| Tennant Stock (TNC) | 0.1 | $130k | 2.2k | 60.16 | ||
| Iron Mtn Reit (IRM) | 0.1 | $127k | -12% | 4.7k | 26.84 | |
| Baxter Intl Stock (BAX) | 0.1 | $125k | 1.6k | 80.49 | ||
| Visa Inc Com Cl A Stock (V) | 0.1 | $125k | -21% | 624.00 | 200.32 | |
| Ventas Reit (VTR) | 0.0 | $120k | -13% | 2.9k | 42.11 | |
| Global X Silver Miners Etf Etf (SIL) | 0.0 | $120k | +68% | 2.8k | 43.24 | |
| General Electric Stock (GE) | 0.0 | $120k | 19k | 6.24 | ||
| Alexandria Real Estate Eq Reit (ARE) | 0.0 | $118k | 740.00 | 159.46 | ||
| Koninklijke Philips N V Ny Reg Sh Adr (PHG) | 0.0 | $118k | 2.5k | 47.33 | ||
| Sherwin Williams Stock (SHW) | 0.0 | $117k | +7% | 168.00 | 696.43 | |
| Newmont Corp Stock (NEM) | 0.0 | $117k | -65% | 1.9k | 63.24 | |
| Microchip Technology Stock (MCHP) | 0.0 | $113k | +22% | 1.1k | 102.73 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $109k | +7% | 725.00 | 150.34 | |
| Worthington Inds Stock (WOR) | 0.0 | $108k | 2.7k | 40.75 | ||
| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $105k | 6.3k | 16.73 | ||
| Endeavour Silver Corp Stock (EXK) | 0.0 | $105k | -25% | 30k | 3.50 | |
| Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) | 0.0 | $105k | 3.5k | 29.79 | ||
| Eastman Chem Stock (EMN) | 0.0 | $104k | 1.3k | 77.90 | ||
| Idacorp Stock (IDA) | 0.0 | $101k | 1.3k | 79.53 | ||
| Vaneck Vectors Muni Allocation Etf Etf (MAAX) | 0.0 | $101k | 4.1k | 24.48 | ||
| International Flavors&fragranc Stock (IFF) | 0.0 | $99k | -7% | 810.00 | 122.22 | |
| Ppg Inds Stock (PPG) | 0.0 | $98k | 800.00 | 122.50 | ||
| Dupont De Nemours Stock (DD) | 0.0 | $97k | +141% | 1.7k | 55.68 | |
| Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $97k | -15% | 1.7k | 57.06 | |
| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $97k | 6.0k | 16.05 | ||
| Fifth Third Bancorp Stock (FITB) | 0.0 | $91k | 4.3k | 21.31 | ||
| Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) | 0.0 | $91k | NEW | 7.5k | 12.13 | |
| Cerner Corp Stock (CERN) | 0.0 | $90k | 1.3k | 72.00 | ||
| S&p Global Stock (SPGI) | 0.0 | $90k | 250.00 | 360.00 | ||
| Cree Stock (CREE) | 0.0 | $89k | 1.4k | 63.57 | ||
| Fortuna Silver Mines Stock (FSM) | 0.0 | $89k | 14k | 6.36 | ||
| Walmart Stock (WMT) | 0.0 | $87k | +7% | 624.00 | 139.42 | |
| Emerson Elec Stock (EMR) | 0.0 | $86k | +2% | 1.3k | 65.70 | |
| Western Ast Infl Lkd Opp & Inm Cef (WIW) | 0.0 | $84k | NEW | 7.5k | 11.20 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $84k | +73% | 739.00 | 113.67 | |
| Masco Corp Stock (MAS) | 0.0 | $83k | 1.5k | 55.33 | ||
| Ishares Silver Trust Etf (SLV) | 0.0 | $82k | -59% | 3.8k | 21.55 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $82k | 300.00 | 273.33 | ||
| Dow Stock (DOW) | 0.0 | $82k | +141% | 1.7k | 47.07 | |
| Piedmont Office Realty Tr Inc Com Cl A Reit (PDM) | 0.0 | $82k | -46% | 6.1k | 13.54 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $76k | 400.00 | 190.00 | ||
| Fortive Corp Stock (FTV) | 0.0 | $73k | 963.00 | 75.80 | ||
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $73k | NEW | 759.00 | 96.18 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $71k | 1.2k | 59.17 | ||
| Salesforce Stock (CRM) | 0.0 | $71k | 281.00 | 252.67 | ||
| Starbucks Corp Stock (SBUX) | 0.0 | $70k | -4% | 818.00 | 85.57 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $70k | 206.00 | 339.81 | ||
| Wells Fargo Stock (WFC) | 0.0 | $67k | 2.8k | 23.53 | ||
| First Rep Bk San Francisco Cal Stock (FRC) | 0.0 | $67k | 616.00 | 108.77 | ||
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $66k | -40% | 1.5k | 44.00 | |
| Mckesson Corp Stock (MCK) | 0.0 | $66k | +27% | 445.00 | 148.31 | |
| Truist Finl Corp Stock (TFC) | 0.0 | $66k | 1.7k | 38.24 | ||
| Vaneck Vectors Gold Miners Etf Etf (GDX) | 0.0 | $66k | -33% | 1.7k | 39.29 | |
| Docusign Stock (DOCU) | 0.0 | $65k | 300.00 | 216.67 | ||
| Avery Dennison Corp Stock (AVY) | 0.0 | $64k | 504.00 | 126.98 | ||
| Noble Energy Stock (NBL) | 0.0 | $64k | 7.5k | 8.53 | ||
| Conocophillips Stock (COP) | 0.0 | $63k | +10% | 1.9k | 32.64 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $63k | 500.00 | 126.00 | ||
| Yum Brands Stock (YUM) | 0.0 | $62k | 680.00 | 91.18 | ||
| HP Stock (HPQ) | 0.0 | $61k | 3.2k | 19.06 | ||
| Vanguard Health Care Index Fund Etf (VHT) | 0.0 | $61k | 300.00 | 203.33 | ||
| Oracle Corp Stock (ORCL) | 0.0 | $61k | +7% | 1.0k | 59.80 | |
| Roper Technologies Stock (ROP) | 0.0 | $60k | 153.00 | 392.16 | ||
| Csx Corp Stock (CSX) | 0.0 | $58k | 743.00 | 78.06 | ||
| American Campus Cmntys Reit (ACC) | 0.0 | $58k | -23% | 1.7k | 35.15 | |
| Glaxosmithkline Adr (GSK) | 0.0 | $58k | 1.5k | 37.66 | ||
| Vanguard Small-cap Index Fund Etf (VB) | 0.0 | $57k | 370.00 | 154.05 | ||
| Vaneck Vectors Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $56k | -33% | 1.0k | 55.17 | |
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $54k | 115.00 | 469.57 | ||
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $53k | +53% | 485.00 | 109.28 | |
| Canadian Natl Ry Stock (CNI) | 0.0 | $53k | 500.00 | 106.00 | ||
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $53k | -28% | 850.00 | 62.35 | |
| Ebay Stock (EBAY) | 0.0 | $53k | 1.0k | 52.22 | ||
| Carrier Global Corporation Stock (CARR) | 0.0 | $52k | -28% | 1.7k | 30.59 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.0 | $51k | -21% | 105.00 | 485.71 | |
| New York Times Co Cl A Stock (NYT) | 0.0 | $47k | 1.1k | 42.38 | ||
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $46k | 341.00 | 134.90 | ||
| Dollar Tree Stock (DLTR) | 0.0 | $46k | 500.00 | 92.00 | ||
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $46k | NEW | 264.00 | 174.24 | |
| Phillips 66 Stock (PSX) | 0.0 | $46k | 895.00 | 51.40 | ||
| Bank New York Mellon Corp Stock (BK) | 0.0 | $45k | 1.3k | 34.62 | ||
| Unitedhealth Group Stock (UNH) | 0.0 | $45k | +38% | 144.00 | 312.50 | |
| Palo Alto Networks Stock (PANW) | 0.0 | $45k | 182.00 | 247.25 | ||
| Phillips 66 Partners Lp Com Unit Rep Int Stock (PSXP) | 0.0 | $44k | NEW | 1.9k | 23.16 | |
| Corteva Stock (CTVA) | 0.0 | $41k | +133% | 1.4k | 28.53 | |
| Philip Morris Intl Stock (PM) | 0.0 | $41k | 551.00 | 74.41 | ||
| Vaneck Vectors Short Muni Etf Etf (SMB) | 0.0 | $40k | NEW | 2.2k | 18.05 | |
| Inari Med Stock (NARI) | 0.0 | $39k | 568.00 | 68.66 | ||
| Illumina Stock (ILMN) | 0.0 | $39k | 125.00 | 312.00 | ||
| Ball Corp Stock (BLL) | 0.0 | $37k | 440.00 | 84.09 | ||
| Tpi Composites Stock (TPIC) | 0.0 | $36k | 1.2k | 28.82 | ||
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $35k | 381.00 | 91.86 | ||
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.0 | $34k | +300% | 100.00 | 340.00 | |
| Toyota Motor Corp Sp Adr Rep2com Adr (TM) | 0.0 | $34k | 260.00 | 130.77 | ||
| Best Buy Stock (BBY) | 0.0 | $33k | -25% | 300.00 | 110.00 | |
| Arrow Finl Corp Stock (AROW) | 0.0 | $33k | +2% | 1.3k | 24.72 | |
| Caterpillar Inc Del Stock (CAT) | 0.0 | $32k | 212.00 | 150.94 | ||
| Yum China Hldgs Stock (YUMC) | 0.0 | $32k | 600.00 | 53.33 | ||
| Anthem Stock (ANTM) | 0.0 | $30k | 111.00 | 270.27 | ||
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $30k | 3.2k | 9.38 | ||
| Msci Stock (MSCI) | 0.0 | $29k | 80.00 | 362.50 | ||
| Ltc Pptys Reit (LTC) | 0.0 | $29k | -3% | 835.00 | 34.73 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $28k | +68% | 86.00 | 325.58 | |
| Unilever Adr (UL) | 0.0 | $28k | 450.00 | 62.22 | ||
| Ormat Technologies Stock (ORA) | 0.0 | $28k | -9% | 476.00 | 58.82 | |
| Principal Financial Group Stock (PFG) | 0.0 | $27k | +391% | 659.00 | 40.97 | |
| Price T Rowe Group Stock (TROW) | 0.0 | $27k | -17% | 208.00 | 129.81 | |
| Penumbra Stock (PEN) | 0.0 | $27k | 137.00 | 197.08 | ||
| Loews Corp Stock (L) | 0.0 | $27k | 763.00 | 35.39 | ||
| American Tower Corp Reit (AMT) | 0.0 | $26k | 107.00 | 242.99 | ||
| Tesla Stock (TSLA) | 0.0 | $26k | +400% | 60.00 | 433.33 | |
| Fresenius Med Care Ag&co Kgaa Adr (FMS) | 0.0 | $25k | 600.00 | 41.67 | ||
| Hologic Stock (HOLX) | 0.0 | $25k | 375.00 | 66.67 | ||
| Grainger W W Stock (GWW) | 0.0 | $25k | 70.00 | 357.14 | ||
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $25k | 760.00 | 32.89 | ||
| Nortonlifelock Stock (NLOK) | 0.0 | $24k | 1.2k | 20.87 | ||
| Blackrock Stock (BLK) | 0.0 | $24k | +7% | 43.00 | 558.14 | |
| Peoples United Financial Stock (PBCT) | 0.0 | $22k | -19% | 2.1k | 10.32 | |
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.0 | $22k | -90% | 170.00 | 129.41 | |
| Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $22k | 245.00 | 89.80 | ||
| Amer States Wtr Stock (AWR) | 0.0 | $22k | 300.00 | 73.33 | ||
| Blackbaud Stock (BLKB) | 0.0 | $21k | 371.00 | 56.60 | ||
| Itron Stock (ITRI) | 0.0 | $21k | 340.00 | 61.76 | ||
| Cdk Global Stock (CDK) | 0.0 | $21k | 475.00 | 44.21 | ||
| Activision Blizzard Stock (ATVI) | 0.0 | $20k | NEW | 250.00 | 80.00 | |
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $18k | 110.00 | 163.64 | ||
| Middleby Corp Stock (MIDD) | 0.0 | $18k | 200.00 | 90.00 | ||
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $18k | NEW | 216.00 | 83.33 | |
| 2u Stock (TWOU) | 0.0 | $17k | 494.00 | 34.41 | ||
| Lkq Corp Stock (LKQ) | 0.0 | $17k | 612.00 | 27.78 | ||
| Altria Group Stock (MO) | 0.0 | $17k | 451.00 | 37.69 | ||
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $17k | 291.00 | 58.42 | ||
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $16k | NEW | 69.00 | 231.88 | |
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $16k | 51.00 | 313.73 | ||
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $16k | NEW | 52.00 | 307.69 | |
| Analog Devices Stock (ADI) | 0.0 | $16k | 140.00 | 114.29 | ||
| Synchrony Financial Stock (SYF) | 0.0 | $15k | 591.00 | 25.38 | ||
| Micron Technology Stock (MU) | 0.0 | $14k | 300.00 | 46.67 | ||
| Chevron Corp Stock (CVX) | 0.0 | $14k | NEW | 196.00 | 71.43 | |
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $14k | 112.00 | 125.00 | ||
| Svb Financial Group Stock (SIVB) | 0.0 | $14k | -67% | 60.00 | 233.33 | |
| Bk Of America Corp Stock (BAC) | 0.0 | $13k | 550.00 | 23.64 | ||
| Broadcom Stock (AVGO) | 0.0 | $13k | 37.00 | 351.35 | ||
| Cabot Corp Stock (CBT) | 0.0 | $13k | 362.00 | 35.91 | ||
| Xylem Stock (XYL) | 0.0 | $12k | -22% | 141.00 | 85.11 | |
| Masimo Corp Stock (MASI) | 0.0 | $12k | NEW | 49.00 | 244.90 | |
| State Str Corp Stock (STT) | 0.0 | $12k | 200.00 | 60.00 | ||
| Ross Stores Stock (ROST) | 0.0 | $12k | NEW | 125.00 | 96.00 | |
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $12k | NEW | 200.00 | 60.00 | |
| Pioneer Nat Res Stock (PXD) | 0.0 | $12k | 142.00 | 84.51 | ||
| Hexcel Corp Stock (HXL) | 0.0 | $11k | 328.00 | 33.54 | ||
| Iqvia Hldgs Stock (IQV) | 0.0 | $11k | 72.00 | 152.78 | ||
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $11k | 200.00 | 55.00 | ||
| Eaton Corp Stock (ETN) | 0.0 | $11k | -65% | 105.00 | 104.76 | |
| Natus Med Inc Del Stock (NTUS) | 0.0 | $10k | -82% | 600.00 | 16.67 | |
| Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) | 0.0 | $10k | 447.00 | 22.37 | ||
| Chemours Stock (CC) | 0.0 | $10k | NEW | 499.00 | 20.04 | |
| Clorox Co Del Stock (CLX) | 0.0 | $10k | +360% | 46.00 | 217.39 | |
| Tjx Cos Stock (TJX) | 0.0 | $10k | 172.00 | 58.14 | ||
| Netflix Stock (NFLX) | 0.0 | $9.0k | NEW | 17.00 | 529.41 | |
| Union Bankshares Stock (UNB) | 0.0 | $9.0k | 450.00 | 20.00 | ||
| Charter Communications Inc New Cl A Stock (CHTR) | 0.0 | $9.0k | 14.00 | 642.86 | ||
| Boeing Stock (BA) | 0.0 | $9.0k | NEW | 52.00 | 173.08 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $9.0k | NEW | 132.00 | 68.18 | |
| Community Bk Sys Stock (CBU) | 0.0 | $9.0k | -37% | 169.00 | 53.25 | |
| Republic Svcs Stock (RSG) | 0.0 | $8.0k | 90.00 | 88.89 | ||
| Capital One Finl Corp Stock (COF) | 0.0 | $8.0k | NEW | 106.00 | 75.47 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $8.0k | NEW | 24.00 | 333.33 | |
| Akamai Technologies Stock (AKAM) | 0.0 | $8.0k | NEW | 70.00 | 114.29 | |
| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $8.0k | 65.00 | 123.08 | ||
| Digital Rlty Tr Reit (DLR) | 0.0 | $8.0k | NEW | 55.00 | 145.45 | |
| Applied Matls Stock (AMAT) | 0.0 | $8.0k | -45% | 136.00 | 58.82 | |
| Smith & Nephew Plc Spdn Adr (SNN) | 0.0 | $8.0k | NEW | 210.00 | 38.10 | |
| Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) | 0.0 | $8.0k | 298.00 | 26.85 | ||
| Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) | 0.0 | $7.0k | 271.00 | 25.83 | ||
| Omnicom Group Stock (OMC) | 0.0 | $7.0k | 136.00 | 51.47 | ||
| Ametek Stock (AME) | 0.0 | $7.0k | NEW | 68.00 | 102.94 | |
| Vanguard Short-term Bond Index Fund Etf (BSV) | 0.0 | $7.0k | 89.00 | 78.65 | ||
| Franklin Resources Stock (BEN) | 0.0 | $7.0k | 350.00 | 20.00 | ||
| Xilinx Stock (XLNX) | 0.0 | $7.0k | 63.00 | 111.11 | ||
| Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) | 0.0 | $7.0k | 324.00 | 21.60 | ||
| Brown Forman Corp Cl A Stock (BF.A) | 0.0 | $6.0k | NEW | 90.00 | 66.67 | |
| Hasbro Stock (HAS) | 0.0 | $6.0k | 74.00 | 81.08 | ||
| Schwab Intermediate-term U.s. Treasury Etf Etf (SCHR) | 0.0 | $6.0k | NEW | 94.00 | 63.83 | |
| Moodys Corp Stock (MCO) | 0.0 | $6.0k | NEW | 20.00 | 300.00 | |
| Pimco 1-5 Year U.s. Tips Index Exchange-traded Fund Etf (STPZ) | 0.0 | $5.0k | 91.00 | 54.95 | ||
| Southern Stock (SO) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Opko Health Stock (OPK) | 0.0 | $5.0k | NEW | 1.3k | 4.00 | |
| WD-40 Stock (WDFC) | 0.0 | $5.0k | NEW | 24.00 | 208.33 | |
| Renewable Energy Group Stock (REGI) | 0.0 | $5.0k | NEW | 98.00 | 51.02 | |
| Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) | 0.0 | $5.0k | 240.00 | 20.83 | ||
| Lumen Technologies Stock (LUMN) | 0.0 | $4.0k | 350.00 | 11.43 | ||
| Core Laboratories N V Stock (CLB) | 0.0 | $4.0k | 262.00 | 15.27 | ||
| Kraft Heinz Stock (KHC) | 0.0 | $4.0k | +32% | 144.00 | 27.78 | |
| Snap On Stock (SNA) | 0.0 | $4.0k | NEW | 26.00 | 153.85 | |
| BP Adr (BP) | 0.0 | $4.0k | 250.00 | 16.00 | ||
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $4.0k | NEW | 50.00 | 80.00 | |
| Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) | 0.0 | $4.0k | 170.00 | 23.53 | ||
| Mattel Stock (MAT) | 0.0 | $3.0k | 295.00 | 10.17 | ||
| Parker-hannifin Corp Stock (PH) | 0.0 | $3.0k | NEW | 17.00 | 176.47 | |
| Spinnaker Etf Series Cannabis Etf Etf (THCX) | 0.0 | $2.0k | NEW | 300.00 | 6.67 | |
| Novartis Adr (NVS) | 0.0 | $2.0k | NEW | 26.00 | 76.92 | |
| Allstate Corp Stock (ALL) | 0.0 | $2.0k | NEW | 22.00 | 90.91 | |
| Factset Resh Sys Stock (FDS) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| Southwest Airls Stock (LUV) | 0.0 | $2.0k | 50.00 | 40.00 | ||
| Invesco Global Clean Energy Etf Etf (PBD) | 0.0 | $2.0k | -83% | 100.00 | 20.00 | |
| L3harris Technologies Stock (LHX) | 0.0 | $2.0k | 10.00 | 200.00 | ||
| Badger Meter Stock (BMI) | 0.0 | $2.0k | NEW | 23.00 | 86.96 | |
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $2.0k | NEW | 15.00 | 133.33 | |
| Sunpower Corp Stock (SPWR) | 0.0 | $2.0k | NEW | 150.00 | 13.33 | |
| Ishares Genomics Immunology And Healthcare Etf Etf (IDNA) | 0.0 | $1.0k | NEW | 34.00 | 29.41 | |
| Plexus Corp Stock (PLXS) | 0.0 | $1.0k | NEW | 18.00 | 55.56 | |
| Crispr Therapeutics Ag Namen Akt Stock (CRSP) | 0.0 | $1.0k | NEW | 14.00 | 71.43 | |
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| Teladoc Health Stock (TDOC) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 | |
| Crown Castle Intl Corp Reit (CCI) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 | |
| Kellogg Stock (K) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 | |
| Conagra Brands Stock (CAG) | 0.0 | $999.999000 | NEW | 22.00 | 45.45 | |
| Metlife Stock (MET) | 0.0 | $999.999000 | 22.00 | 45.45 | ||
| Reinsurance Grp Of America Stock (RGA) | 0.0 | $0 | 0 | 0.00 | ||
| Nucor Corp Stock (NUE) | 0.0 | $0 | NEW | 0 | 0.00 | |
| Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) | 0.0 | $0 | 0 | 0.00 | ||
| Boulder Growth & Income Cef (BIF) | 0.0 | $0 | 0 | 0.00 | ||
| Invesco Wilderhill Clean Energy Etf Etf (PBW) | 0.0 | $0 | 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 2020 Q3 filed Oct. 16, 2020
- Clean Yield Group 2020 Q2 filed July 22, 2020
- Clean Yield Group 2020 Q1 filed April 20, 2020
- Clean Yield Group 2019 Q4 filed Jan. 17, 2020
- Clean Yield Group 2019 Q3 filed Oct. 23, 2019
- Clean Yield Group 2019 Q2 filed July 22, 2019
- Clean Yield Group 2019 Q1 filed April 24, 2019
- Clean Yield Group 2018 Q4 filed Jan. 23, 2019
- Clean Yield Group 2018 Q3 filed Oct. 22, 2018
- Clean Yield Group 2018 Q2 filed July 24, 2018
- Clean Yield Group 2018 Q1 filed April 23, 2018
- Clean Yield Group 2017 Q4 filed Jan. 16, 2018
- Clean Yield Group 2017 Q3 filed Oct. 11, 2017
- Clean Yield 2017 Q2 filed July 17, 2017
- Clean Yield 2017 Q1 filed May 3, 2017
- Clean Yield 2016 Q4 filed Jan. 24, 2017