Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, UL, TAK, GSK, DOC, and represent 17.59% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: OGN, CUZ, Schwab Charles Family, WLY, HASI, NOMD, SCHO, BRK.B, DOC, UNH.
- Started 58 new stock positions in IWF, TD, EXC, CARA, XLF, MPC, VIAV, SCZ, LYB, SDOG.
- Reduced shares in these 10 stocks: ELME, HR, KRC, KD, VOD, HAIN, SNN, SNY, SJW, SLV.
- Sold out of its positions in ARKW, AKR, ALEX, BABA, ALGM, AIG, AMT, APLE, AVB, BJ.
- Clean Yield Group was a net seller of stock by $-357k.
- Clean Yield Group has $236M in assets under management (AUM), dropping by 9.33%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 481 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 4.7 | $11M | +3% | 85k | 129.93 | |
| Unilever Adr (UL) | 3.8 | $9.1M | 180k | 50.35 | ||
| Takeda Pharmaceutical Adr (TAK) | 3.5 | $8.3M | +4% | 531k | 15.60 | |
| GSK Adr (GSK) | 2.8 | $6.6M | -5% | 188k | 35.14 | |
| Physicians Rlty Tr Reit (DOC) | 2.8 | $6.5M | +10% | 449k | 14.47 | |
| Sjw Group Stock (SJW) | 2.7 | $6.4M | -7% | 79k | 81.19 | |
| Sprouts Fmrs Mkt Stock (SFM) | 2.7 | $6.3M | -4% | 195k | 32.37 | |
| Telus Corporation Stock (TU) | 2.4 | $5.8M | +4% | 299k | 19.31 | |
| Hannon Armstrong Sust Infr Cap Reit (HASI) | 2.3 | $5.4M | +13% | 188k | 28.98 | |
| Healthpeak Properties Reit (PEAK) | 2.2 | $5.2M | +3% | 209k | 25.07 | |
| Vodafone Group Adr (VOD) | 2.1 | $5.0M | -14% | 495k | 10.12 | |
| Smith & Nephew Plc Spdn Adr (SNN) | 2.1 | $5.0M | -10% | 186k | 26.89 | |
| Organon & Co Stock (OGN) | 2.1 | $5.0M | +97% | 178k | 27.93 | |
| Johnson & Johnson Stock (JNJ) | 1.9 | $4.5M | 26k | 176.65 | ||
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| General Mls Stock (GIS) | 1.9 | $4.4M | -5% | 53k | 83.85 | |
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 1.9 | $4.4M | +17% | 254k | 17.24 | |
| Automatic Data Processing Stock (ADP) | 1.6 | $3.9M | 16k | 238.86 | ||
| Stag Indl Reit (STAG) | 1.5 | $3.6M | -2% | 110k | 32.31 | |
| Hingham Instn Svgs Mass Stock (HIFS) | 1.5 | $3.5M | -2% | 13k | 275.96 | |
| Cisco Sys Stock (CSCO) | 1.4 | $3.3M | 70k | 47.64 | ||
| International Business Machs Stock (IBM) | 1.4 | $3.3M | 23k | 140.89 | ||
| Microsoft Corp Stock (MSFT) | 1.4 | $3.2M | +3% | 13k | 239.82 | |
| Colgate Palmolive Stock (CL) | 1.4 | $3.2M | -4% | 41k | 78.79 | |
| Procter And Gamble Stock (PG) | 1.4 | $3.2M | 21k | 151.56 | ||
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.3 | $3.0M | 37k | 82.89 | ||
| Camden Natl Corp Stock (CAC) | 1.2 | $2.9M | -2% | 69k | 41.69 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $2.9M | 21k | 135.34 | ||
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.2 | $2.8M | -8% | 7.4k | 382.43 | |
| First Solar Stock (FSLR) | 1.2 | $2.8M | -12% | 19k | 149.79 | |
| Amgen Stock (AMGN) | 1.2 | $2.8M | -5% | 11k | 262.64 | |
| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.2 | $2.7M | 22k | 126.16 | ||
| Quest Diagnostics Stock (DGX) | 1.0 | $2.4M | 15k | 156.44 | ||
| Cousins Pptys Reit (CUZ) | 1.0 | $2.3M | +161957% | 91k | 25.29 | |
| Becton Dickinson & Co Stock (BDX) | 0.9 | $2.2M | 8.5k | 254.30 | ||
| Wiley John & Sons Inc Cl A Stock (WLY) | 0.9 | $2.1M | +598% | 52k | 40.06 | |
| Pepsico Stock (PEP) | 0.9 | $2.0M | 11k | 180.66 | ||
| Illinois Tool Wks Stock (ITW) | 0.8 | $1.9M | 8.6k | 220.30 | ||
| American Wtr Wks Stock (AWK) | 0.8 | $1.8M | 12k | 152.42 | ||
| Thermo Fisher Scientific Stock (TMO) | 0.8 | $1.8M | 3.3k | 550.71 | ||
| Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund | 0.8 | $1.8M | NEW | 1.8M | 1.00 | |
| Expeditors Intl Wash Stock (EXPD) | 0.8 | $1.8M | 17k | 103.92 | ||
| Amalgamated Financial Corp Stock (AMAL) | 0.8 | $1.8M | -6% | 77k | 23.04 | |
| Intuit Stock (INTU) | 0.7 | $1.6M | -4% | 4.2k | 389.22 | |
| Utah Med Prods Stock (UTMD) | 0.7 | $1.6M | 16k | 100.53 | ||
| Vaneck Green Bond Etf Etf (GRNB) | 0.6 | $1.5M | 66k | 22.99 | ||
| Ameresco Inc Cl A Stock (AMRC) | 0.6 | $1.5M | 26k | 57.14 | ||
| Lilly Eli & Co Stock (LLY) | 0.6 | $1.4M | 4.0k | 365.84 | ||
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.6 | $1.4M | +80% | 4.6k | 308.90 | |
| Home Depot Stock (HD) | 0.6 | $1.4M | 4.3k | 315.86 | ||
| Hain Celestial Group Stock (HAIN) | 0.6 | $1.4M | -32% | 84k | 16.18 | |
| Stryker Corporation Stock (SYK) | 0.6 | $1.4M | 5.5k | 244.49 | ||
| Merck & Co Stock (MRK) | 0.6 | $1.3M | +3% | 12k | 110.95 | |
| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.5 | $1.3M | +102% | 26k | 48.24 | |
| Healthcare Rlty Tr Cl A Reit (HR) | 0.5 | $1.2M | -62% | 62k | 19.27 | |
| Us Bancorp Del Stock (USB) | 0.5 | $1.1M | 26k | 43.61 | ||
| Unitedhealth Group Stock (UNH) | 0.5 | $1.1M | +75% | 2.1k | 530.18 | |
| Alphabet Class A Stock (GOOGL) | 0.4 | $1.0M | +7% | 12k | 88.23 | |
| Smucker J M Stock (SJM) | 0.4 | $1.0M | -2% | 6.5k | 158.46 | |
| Nokia Corp Adr (NOK) | 0.4 | $954k | -27% | 206k | 4.64 | |
| Mid-amer Apt Cmntys Reit (MAA) | 0.4 | $945k | -3% | 6.0k | 156.99 | |
| Schwab Charles Corp Stock (SCHW) | 0.4 | $943k | -2% | 11k | 83.26 | |
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.4 | $936k | +18% | 9.4k | 99.56 | |
| Umpqua Hldgs Corp Stock (UMPQ) | 0.4 | $900k | -9% | 50k | 17.85 | |
| Invesco Qqq Trust Etf (QQQ) | 0.4 | $857k | +18% | 3.2k | 266.28 | |
| Abbvie Stock (ABBV) | 0.4 | $829k | 5.1k | 161.61 | ||
| California Wtr Svc Group Stock (CWT) | 0.3 | $812k | 13k | 60.64 | ||
| Abbott Labs Stock (ABT) | 0.3 | $770k | 7.0k | 109.79 | ||
| Pfizer Stock (PFE) | 0.3 | $750k | +4% | 15k | 51.24 | |
| Nextera Energy Stock (NEE) | 0.3 | $737k | +10% | 8.8k | 83.60 | |
| Kadant Stock (KAI) | 0.3 | $735k | -4% | 4.1k | 177.63 | |
| Trimble Stock (TRMB) | 0.3 | $734k | 15k | 50.56 | ||
| Essential Utils Stock (WTRG) | 0.3 | $714k | -2% | 15k | 47.73 | |
| Texas Instrs Stock (TXN) | 0.3 | $681k | 4.1k | 165.22 | ||
| Helios Technologies Stock (HLIO) | 0.3 | $674k | 12k | 54.44 | ||
| Agilent Technologies Stock (A) | 0.3 | $663k | 4.4k | 149.65 | ||
| Middlesex Wtr Stock (MSEX) | 0.3 | $662k | -5% | 8.4k | 78.67 | |
| Tractor Supply Stock (TSCO) | 0.3 | $643k | -6% | 2.9k | 224.97 | |
| Prologis Reit (PLD) | 0.2 | $570k | 5.1k | 112.73 | ||
| Verizon Communications Stock (VZ) | 0.2 | $554k | 14k | 39.40 | ||
| Exxon Mobil Corp Stock (XOM) | 0.2 | $551k | +8% | 5.0k | 110.30 | |
| Hubbell Stock (HUBB) | 0.2 | $536k | +6% | 2.3k | 234.68 | |
| 3M Stock (MMM) | 0.2 | $535k | 4.5k | 119.92 | ||
| Aflac Stock (AFL) | 0.2 | $501k | 7.0k | 71.94 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $474k | +2% | 5.3k | 88.73 | |
| Oreilly Automotive Stock (ORLY) | 0.2 | $464k | 550.00 | 844.03 | ||
| American Express Stock (AXP) | 0.2 | $463k | 3.1k | 147.75 | ||
| Paychex Stock (PAYX) | 0.2 | $449k | 3.9k | 115.56 | ||
| Kilroy Rlty Corp Reit (KRC) | 0.2 | $429k | -78% | 11k | 38.67 | |
| Sysco Corp Stock (SYY) | 0.2 | $408k | +2% | 5.3k | 76.46 | |
| Disney Walt Stock (DIS) | 0.2 | $408k | +6% | 4.7k | 86.88 | |
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.2 | $404k | 8.9k | 45.52 | ||
| Keysight Technologies Stock (KEYS) | 0.2 | $403k | 2.4k | 171.07 | ||
| Coca Cola Stock (KO) | 0.2 | $402k | +10% | 6.3k | 63.61 | |
| Target Corp Stock (TGT) | 0.2 | $400k | 2.7k | 149.04 | ||
| Astrazeneca Adr (AZN) | 0.2 | $400k | 5.9k | 67.80 | ||
| Genuine Parts Stock (GPC) | 0.2 | $393k | -14% | 2.3k | 173.51 | |
| Mcdonalds Corp Stock (MCD) | 0.2 | $373k | +18% | 1.4k | 263.53 | |
| Air Prods & Chems Stock (APD) | 0.2 | $356k | 1.2k | 308.26 | ||
| Cigna Corp Stock (CI) | 0.1 | $352k | 1.1k | 331.34 | ||
| Lowes Cos Stock (LOW) | 0.1 | $322k | -4% | 1.6k | 199.24 | |
| Bristol-myers Squibb Stock (BMY) | 0.1 | $317k | +12% | 4.4k | 71.95 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $317k | +37% | 2.4k | 134.10 | |
| Mettler Toledo International Stock (MTD) | 0.1 | $311k | 215.00 | 1445.45 | ||
| Intel Corp Stock (INTC) | 0.1 | $305k | 12k | 26.43 | ||
| Cvs Health Corp Stock (CVS) | 0.1 | $294k | +2% | 3.2k | 93.19 | |
| Costco Whsl Corp Stock (COST) | 0.1 | $293k | 641.00 | 456.51 | ||
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $273k | NEW | 12k | 22.72 | |
| Hershey Stock (HSY) | 0.1 | $270k | +6% | 1.2k | 231.57 | |
| Walgreens Boots Alliance Stock (WBA) | 0.1 | $262k | 7.0k | 37.36 | ||
| Elme Communities Sh Ben Int Reit (ELME) | 0.1 | $261k | -90% | 15k | 17.80 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $260k | -3% | 1.8k | 146.14 | |
| Union Pac Corp Stock (UNP) | 0.1 | $260k | -18% | 1.3k | 207.07 | |
| General Electric Stock (GE) | 0.1 | $248k | +3% | 3.0k | 83.79 | |
| Walmart Stock (WMT) | 0.1 | $248k | +9% | 1.8k | 141.79 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $245k | -2% | 703.00 | 347.73 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $244k | 7.0k | 34.97 | ||
| Renaissancere Hldgs Stock (RNR) | 0.1 | $243k | 1.3k | 184.23 | ||
| Agnico Eagle Mines Stock (AEM) | 0.1 | $239k | -59% | 4.6k | 51.99 | |
| Nike Inc Cl B Stock (NKE) | 0.1 | $238k | 2.0k | 117.01 | ||
| Church & Dwight Stock (CHD) | 0.1 | $236k | 2.9k | 80.61 | ||
| Danaher Corporation Stock (DHR) | 0.1 | $236k | -6% | 888.00 | 265.42 | |
| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $233k | 1.6k | 146.23 | ||
| Waters Corp Stock (WAT) | 0.1 | $230k | 670.00 | 342.58 | ||
| Vanguard Value Etf Etf (VTV) | 0.1 | $229k | +5% | 1.6k | 140.37 | |
| At&t Stock (T) | 0.1 | $227k | +2% | 12k | 18.41 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $218k | +20% | 1.8k | 124.44 | |
| Laboratory Corp Amer Hldgs Stock (LH) | 0.1 | $217k | 923.00 | 235.48 | ||
| Ishares Silver Trust Etf (SLV) | 0.1 | $216k | -65% | 9.8k | 22.02 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $201k | NEW | 938.00 | 214.24 | |
| Wabtec Stock (WAB) | 0.1 | $197k | 2.0k | 99.81 | ||
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $197k | 1.1k | 173.84 | ||
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $190k | +52% | 1.2k | 156.88 | |
| Acuity Brands Stock (AYI) | 0.1 | $186k | -5% | 1.1k | 165.61 | |
| Vanguard Growth Etf Etf (VUG) | 0.1 | $185k | +8% | 869.00 | 213.11 | |
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $185k | 908.00 | 203.81 | ||
| Sanofi Adr (SNY) | 0.1 | $176k | -76% | 3.6k | 48.43 | |
| Chevron Corp Stock (CVX) | 0.1 | $171k | +13% | 953.00 | 179.49 | |
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.1 | $170k | NEW | 1.6k | 108.18 | |
| Travelers Companies Stock (TRV) | 0.1 | $169k | 900.00 | 187.49 | ||
| Amazon Stock (AMZN) | 0.1 | $168k | -12% | 2.0k | 84.00 | |
| Spdr Gold Shares Etf (GLD) | 0.1 | $166k | -10% | 976.00 | 169.64 | |
| Raytheon Technologies Corp Stock (RTX) | 0.1 | $165k | 1.6k | 100.92 | ||
| Lakeland Finl Corp Stock (LKFN) | 0.1 | $164k | 2.3k | 72.97 | ||
| Ansys Stock (ANSS) | 0.1 | $160k | 662.00 | 241.59 | ||
| Oracle Corp Stock (ORCL) | 0.1 | $160k | 2.0k | 81.74 | ||
| Wec Energy Group Stock (WEC) | 0.1 | $157k | 1.7k | 93.76 | ||
| Weyerhaeuser Co Mtn Be Reit (WY) | 0.1 | $152k | 4.9k | 31.00 | ||
| Iron Mtn Inc Del Reit (IRM) | 0.1 | $150k | 3.0k | 49.85 | ||
| Microchip Technology Stock (MCHP) | 0.1 | $149k | 2.1k | 70.25 | ||
| Mckesson Corp Stock (MCK) | 0.1 | $149k | 397.00 | 375.12 | ||
| Norfolk Southn Corp Stock (NSC) | 0.1 | $140k | 566.00 | 246.42 | ||
| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $139k | 1.8k | 75.28 | ||
| Kimberly-clark Corp Stock (KMB) | 0.1 | $139k | -26% | 1.0k | 135.75 | |
| Idacorp Stock (IDA) | 0.1 | $137k | 1.3k | 107.85 | ||
| Newmont Corp Stock (NEM) | 0.1 | $132k | NEW | 2.8k | 47.20 | |
| Alcon Ag Ord Stock (ALC) | 0.1 | $131k | -3% | 1.9k | 68.55 | |
| Emerson Elec Stock (EMR) | 0.1 | $130k | +9% | 1.3k | 96.06 | |
| Fedex Corp Stock (FDX) | 0.1 | $129k | -6% | 745.00 | 173.20 | |
| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $128k | 4.5k | 28.66 | ||
| Wells Fargo Stock (WFC) | 0.1 | $128k | +8% | 3.1k | 41.29 | |
| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.1 | $125k | 11k | 11.37 | ||
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $123k | 1.6k | 75.19 | ||
| Neogen Corp Stock (NEOG) | 0.1 | $123k | 8.1k | 15.23 | ||
| Haleon Plc Spon Ads Adr (HLN) | 0.1 | $121k | -71% | 15k | 8.00 | |
| Vanguard Ultra-short Bond Etf Etf (VUSB) | 0.1 | $120k | -32% | 2.4k | 49.00 | |
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $115k | -65% | 1.2k | 95.78 | |
| Sherwin Williams Stock (SHW) | 0.0 | $115k | 483.00 | 237.33 | ||
| Fifth Third Bancorp Stock (FITB) | 0.0 | $113k | 3.5k | 32.81 | ||
| Alexandria Real Estate Eq Reit (ARE) | 0.0 | $111k | -13% | 765.00 | 145.67 | |
| Global X Silver Miners Etf Etf (SIL) | 0.0 | $111k | 3.9k | 28.17 | ||
| Eastman Chem Stock (EMN) | 0.0 | $109k | 1.3k | 81.44 | ||
| Carmax Stock (KMX) | 0.0 | $108k | 1.8k | 60.89 | ||
| Paypal Hldgs Stock (PYPL) | 0.0 | $107k | 1.5k | 71.22 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $105k | 600.00 | 174.36 | ||
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $103k | 923.00 | 111.88 | ||
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $103k | 691.00 | 148.89 | ||
| Tennant Stock (TNC) | 0.0 | $103k | 1.7k | 61.56 | ||
| Vital Farms Stock (VITL) | 0.0 | $101k | -38% | 6.8k | 14.92 | |
| Wolfspeed Stock (WOLF) | 0.0 | $98k | 1.4k | 69.04 | ||
| Dentsply Sirona Stock (XRAY) | 0.0 | $96k | -41% | 3.0k | 31.84 | |
| Carrier Global Corporation Stock (CARR) | 0.0 | $93k | 2.3k | 41.25 | ||
| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $93k | 6.7k | 13.91 | ||
| Avery Dennison Corp Stock (AVY) | 0.0 | $91k | 504.00 | 181.00 | ||
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $88k | +20% | 965.00 | 91.47 | |
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $88k | 1.8k | 48.96 | ||
| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $88k | 6.4k | 13.61 | ||
| Yum Brands Stock (YUM) | 0.0 | $87k | 680.00 | 128.08 | ||
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $87k | -3% | 300.00 | 288.78 | |
| HP Stock (HPQ) | 0.0 | $86k | 3.2k | 26.87 | ||
| Dover Corp Stock (DOV) | 0.0 | $86k | 633.00 | 135.41 | ||
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $85k | +278% | 451.00 | 188.54 | |
| International Flavors&fragranc Stock (IFF) | 0.0 | $85k | 810.00 | 104.84 | ||
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $85k | 1.2k | 70.50 | ||
| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $83k | 300.00 | 278.09 | ||
| Blackrock Cr Allocation Income Cef (BTZ) | 0.0 | $81k | 8.0k | 10.10 | ||
| Atlantica Sustainable Infr Stock (AY) | 0.0 | $80k | +106% | 3.1k | 25.90 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $76k | 800.00 | 94.64 | ||
| Visa Inc Com Cl A Stock (V) | 0.0 | $75k | -4% | 362.00 | 207.76 | |
| First Rep Bk San Francisco Cal Stock (FRC) | 0.0 | $75k | -8% | 616.00 | 121.89 | |
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $75k | -32% | 2.1k | 35.65 | |
| Kyndryl Hldgs Stock (KD) | 0.0 | $75k | -93% | 6.7k | 11.12 | |
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $74k | 300.00 | 248.05 | ||
| Ppg Inds Stock (PPG) | 0.0 | $74k | -22% | 585.00 | 125.74 | |
| Starbucks Corp Stock (SBUX) | 0.0 | $70k | +13% | 710.00 | 99.20 | |
| Masco Corp Stock (MAS) | 0.0 | $70k | 1.5k | 46.67 | ||
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $70k | 300.00 | 231.75 | ||
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $67k | 2.1k | 32.04 | ||
| Worthington Inds Stock (WOR) | 0.0 | $67k | -49% | 1.4k | 49.71 | |
| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 0.0 | $66k | -45% | 1.2k | 55.98 | |
| Roper Technologies Stock (ROP) | 0.0 | $66k | 153.00 | 432.09 | ||
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $65k | 507.00 | 127.50 | ||
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $64k | +6% | 408.00 | 157.94 | |
| Medtronic Stock (MDT) | 0.0 | $64k | +3% | 825.00 | 77.72 | |
| Fortive Corp Stock (FTV) | 0.0 | $62k | -6% | 963.00 | 64.25 | |
| Salesforce Stock (CRM) | 0.0 | $61k | 461.00 | 132.59 | ||
| Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) | 0.0 | $60k | 7.0k | 8.61 | ||
| Factset Resh Sys Stock (FDS) | 0.0 | $60k | 150.00 | 401.21 | ||
| Canadian Natl Ry Stock (CNI) | 0.0 | $59k | 500.00 | 118.88 | ||
| Caterpillar Stock (CAT) | 0.0 | $59k | 245.00 | 239.56 | ||
| Marathon Pete Corp Stock (MPC) | 0.0 | $59k | NEW | 503.00 | 116.39 | |
| Highwoods Pptys Reit (HIW) | 0.0 | $57k | -63% | 2.0k | 27.98 | |
| Dollar Tree Stock (DLTR) | 0.0 | $57k | 400.00 | 141.44 | ||
| Dupont De Nemours Stock (DD) | 0.0 | $56k | -10% | 815.00 | 68.63 | |
| Brookfield Corp Cl A Ltd Vt Sh Stock | 0.0 | $56k | NEW | 1.8k | 31.46 | |
| Principal Financial Group Stock (PFG) | 0.0 | $55k | 659.00 | 83.92 | ||
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $55k | 520.00 | 105.45 | ||
| Applied Matls Stock (AMAT) | 0.0 | $54k | 552.00 | 97.38 | ||
| S&p Global Stock (SPGI) | 0.0 | $54k | 160.00 | 334.94 | ||
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $53k | 500.00 | 106.44 | ||
| Qualcomm Stock (QCOM) | 0.0 | $53k | +18% | 480.00 | 109.94 | |
| Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) | 0.0 | $52k | 556.00 | 93.35 | ||
| Ameriprise Finl Stock (AMP) | 0.0 | $52k | 166.00 | 311.37 | ||
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $51k | 3.2k | 15.96 | ||
| Ebay Stock (EBAY) | 0.0 | $51k | 1.2k | 41.47 | ||
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $49k | 457.00 | 106.34 | ||
| Arrow Finl Corp Stock (AROW) | 0.0 | $48k | 1.4k | 33.90 | ||
| Grainger W W Stock (GWW) | 0.0 | $47k | 85.00 | 556.25 | ||
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $46k | 254.00 | 179.76 | ||
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $44k | 100.00 | 442.79 | ||
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $43k | 566.00 | 75.54 | ||
| Xylem Stock (XYL) | 0.0 | $41k | 372.00 | 110.57 | ||
| Dow Stock (DOW) | 0.0 | $41k | -10% | 815.00 | 50.39 | |
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $41k | 75.00 | 546.40 | ||
| Celanese Corp Del Stock (CE) | 0.0 | $41k | 400.00 | 102.24 | ||
| Conocophillips Stock (COP) | 0.0 | $41k | NEW | 345.00 | 118.00 | |
| Alamos Gold Inc New Com Cl A Stock (AGI) | 0.0 | $40k | 4.0k | 10.11 | ||
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $39k | NEW | 406.00 | 96.99 | |
| Price T Rowe Group Stock (TROW) | 0.0 | $38k | 351.00 | 109.06 | ||
| Bank New York Mellon Corp Stock (BK) | 0.0 | $38k | -60% | 833.00 | 45.52 | |
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $37k | 2.2k | 16.88 | ||
| WPP Adr (WPP) | 0.0 | $37k | 754.00 | 49.16 | ||
| Palo Alto Networks Stock (PANW) | 0.0 | $36k | -4% | 261.00 | 139.54 | |
| Cme Group Stock (CME) | 0.0 | $36k | +1170% | 216.00 | 168.16 | |
| Cintas Corp Stock (CTAS) | 0.0 | $36k | 80.00 | 451.62 | ||
| Inari Med Stock (NARI) | 0.0 | $36k | 568.00 | 63.56 | ||
| Adobe Systems Incorporated Stock (ADBE) | 0.0 | $36k | -9% | 107.00 | 336.53 | |
| Elevance Health Stock (ELV) | 0.0 | $35k | 69.00 | 512.97 | ||
| Csx Corp Stock (CSX) | 0.0 | $35k | 1.1k | 30.98 | ||
| Blackstone Stock (BX) | 0.0 | $35k | 471.00 | 74.19 | ||
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $34k | 5.4k | 6.42 | ||
| Eaton Corp Stock (ETN) | 0.0 | $34k | -14% | 216.00 | 156.95 | |
| Fastenal Stock (FAST) | 0.0 | $33k | 696.00 | 47.32 | ||
| Loews Corp Stock (L) | 0.0 | $33k | -26% | 563.00 | 58.33 | |
| Yum China Hldgs Stock (YUMC) | 0.0 | $33k | 600.00 | 54.65 | ||
| Tjx Cos Stock (TJX) | 0.0 | $32k | +28% | 397.00 | 79.60 | |
| Philip Morris Intl Stock (PM) | 0.0 | $31k | 301.00 | 101.21 | ||
| Corteva Stock (CTVA) | 0.0 | $30k | 510.00 | 58.78 | ||
| Parker-hannifin Corp Stock (PH) | 0.0 | $29k | 100.00 | 291.00 | ||
| Intuitive Surgical Stock (ISRG) | 0.0 | $29k | 108.00 | 265.35 | ||
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $28k | -3% | 760.00 | 37.37 | |
| Hologic Stock (HOLX) | 0.0 | $28k | 375.00 | 74.81 | ||
| Hecla Mng Stock (HL) | 0.0 | $28k | 5.0k | 5.56 | ||
| United States Copper Index Fund Etf (CPER) | 0.0 | $28k | 1.2k | 23.09 | ||
| Honeywell Intl Stock (HON) | 0.0 | $27k | -61% | 125.00 | 214.30 | |
| Middleby Corp Stock (MIDD) | 0.0 | $27k | -4% | 200.00 | 133.90 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $27k | 400.00 | 66.65 | ||
| Chubb Stock (CB) | 0.0 | $27k | 120.00 | 220.60 | ||
| Lockheed Martin Corp Stock (LMT) | 0.0 | $24k | 50.00 | 486.50 | ||
| Blackrock Stock (BLK) | 0.0 | $24k | NEW | 34.00 | 708.62 | |
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $24k | 75.00 | 319.41 | ||
| Iqvia Hldgs Stock (IQV) | 0.0 | $23k | 114.00 | 204.89 | ||
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $23k | NEW | 552.00 | 41.97 | |
| Analog Devices Stock (ADI) | 0.0 | $23k | 140.00 | 164.03 | ||
| Baxter Intl Stock (BAX) | 0.0 | $23k | 450.00 | 50.97 | ||
| Western Ast Infl Lkd Opp & Inm Cef (WIW) | 0.0 | $23k | -28% | 2.5k | 9.13 | |
| Archer Daniels Midland Stock (ADM) | 0.0 | $23k | 245.00 | 92.85 | ||
| Uber Technologies Stock (UBER) | 0.0 | $22k | 900.00 | 24.73 | ||
| Truist Finl Corp Stock (TFC) | 0.0 | $21k | +74% | 488.00 | 43.03 | |
| Broadcom Stock (AVGO) | 0.0 | $21k | -26% | 37.00 | 559.14 | |
| Trane Technologies Stock (TT) | 0.0 | $20k | 120.00 | 168.09 | ||
| Deere & Co Stock (DE) | 0.0 | $20k | 47.00 | 428.77 | ||
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $20k | +2% | 2.1k | 9.48 | |
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $20k | +33% | 400.00 | 48.96 | |
| Evoqua Water Technologies Corp Stock (AQUA) | 0.0 | $19k | +12% | 476.00 | 39.60 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $18k | -14% | 69.00 | 266.84 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $18k | 110.00 | 165.48 | ||
| Invesco S&p Smallcap Information Technology Etf Etf (PSCT) | 0.0 | $18k | 150.00 | 119.84 | ||
| Global X Mlp & Energy Infrastructure Etf Etf (MLPX) | 0.0 | $18k | 439.00 | 40.76 | ||
| Southern Stock (SO) | 0.0 | $18k | 250.00 | 71.41 | ||
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $17k | -37% | 168.00 | 101.42 | |
| Tesla Stock (TSLA) | 0.0 | $17k | 135.00 | 123.18 | ||
| Etsy Stock (ETSY) | 0.0 | $17k | 138.00 | 119.78 | ||
| Best Buy Stock (BBY) | 0.0 | $16k | 200.00 | 80.21 | ||
| Embecta Corp Stock (EMBC) | 0.0 | $16k | -18% | 633.00 | 25.29 | |
| Bank America Corp Stock (BAC) | 0.0 | $16k | +25% | 474.00 | 33.12 | |
| Capital One Finl Corp Stock (COF) | 0.0 | $16k | +216% | 168.00 | 92.96 | |
| Eastern Bankshares Stock (EBC) | 0.0 | $16k | 900.00 | 17.25 | ||
| State Str Corp Stock (STT) | 0.0 | $16k | 200.00 | 77.57 | ||
| Community Bk Sys Stock (CBU) | 0.0 | $16k | 246.00 | 62.95 | ||
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $15k | 51.00 | 300.14 | ||
| Cronos Group Stock (CRON) | 0.0 | $15k | 6.0k | 2.54 | ||
| Exelon Corp Stock (EXC) | 0.0 | $15k | NEW | 348.00 | 43.23 | |
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $14k | 51.00 | 280.31 | ||
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $14k | NEW | 82.00 | 174.20 | |
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $14k | -41% | 181.00 | 78.31 | |
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $14k | 252.00 | 55.56 | ||
| Metlife Stock (MET) | 0.0 | $14k | +777% | 193.00 | 72.37 | |
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $14k | 276.00 | 50.16 | ||
| Lpl Finl Hldgs Stock (LPLA) | 0.0 | $14k | -16% | 63.00 | 216.17 | |
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $14k | 155.00 | 87.46 | ||
| New York Times Co Cl A Stock (NYT) | 0.0 | $13k | 414.00 | 32.46 | ||
| Eversource Energy Stock (ES) | 0.0 | $13k | 155.00 | 83.84 | ||
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $13k | NEW | 375.00 | 34.20 | |
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $13k | 240.00 | 52.57 | ||
| Occidental Pete Corp Stock (OXY) | 0.0 | $13k | 200.00 | 62.99 | ||
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $12k | NEW | 147.00 | 83.60 | |
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $12k | +152% | 101.00 | 120.34 | |
| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $12k | -16% | 67.00 | 174.36 | |
| Republic Svcs Stock (RSG) | 0.0 | $12k | 90.00 | 128.99 | ||
| Lululemon Athletica Stock (LULU) | 0.0 | $12k | 36.00 | 320.39 | ||
| Beyond Meat Stock (BYND) | 0.0 | $11k | 930.00 | 12.31 | ||
| Advanced Micro Devices Stock (AMD) | 0.0 | $11k | 175.00 | 64.77 | ||
| Omnicom Group Stock (OMC) | 0.0 | $11k | 136.00 | 81.57 | ||
| Doordash Inc Cl A Stock (DASH) | 0.0 | $11k | 225.00 | 48.82 | ||
| Union Bankshares Stock (UNB) | 0.0 | $11k | 450.00 | 23.41 | ||
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $10k | 300.00 | 34.71 | ||
| Livewire Group Stock (LVWR) | 0.0 | $10k | 2.1k | 4.85 | ||
| Oneok Stock (OKE) | 0.0 | $10k | 155.00 | 65.70 | ||
| Autodesk Stock (ADSK) | 0.0 | $10k | 54.00 | 186.87 | ||
| Constellation Energy Corp Stock (CEG) | 0.0 | $10k | NEW | 116.00 | 86.21 | |
| Tilray Brands Inc Com Cl 2 Stock (TLRY) | 0.0 | $10k | +8% | 3.7k | 2.69 | |
| Ormat Technologies Stock (ORA) | 0.0 | $9.9k | -2% | 115.00 | 86.48 | |
| Corning Stock (GLW) | 0.0 | $9.6k | -45% | 300.00 | 31.94 | |
| Aramark Stock (ARMK) | 0.0 | $9.2k | 222.00 | 41.33 | ||
| BP Adr (BP) | 0.0 | $8.7k | 250.00 | 34.93 | ||
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $8.7k | 702.00 | 12.39 | ||
| Spotify Technology S A Stock (SPOT) | 0.0 | $8.7k | +10% | 110.00 | 78.95 | |
| Alaska Air Group Stock (ALK) | 0.0 | $8.6k | 200.00 | 42.94 | ||
| Diageo Adr (DEO) | 0.0 | $8.6k | +77% | 48.00 | 178.19 | |
| Plug Power Stock (PLUG) | 0.0 | $8.4k | +51% | 683.00 | 12.37 | |
| Dominion Energy Stock (D) | 0.0 | $8.4k | NEW | 137.00 | 61.32 | |
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $8.2k | 96.00 | 85.50 | ||
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $8.0k | NEW | 204.00 | 38.98 | |
| Viatris Stock (VTRS) | 0.0 | $7.8k | 702.00 | 11.13 | ||
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $7.8k | 115.00 | 67.74 | ||
| Chemours Stock (CC) | 0.0 | $7.6k | 249.00 | 30.62 | ||
| Canopy Growth Corp Stock (CGC) | 0.0 | $7.6k | 3.3k | 2.31 | ||
| Progressive Corp Stock (PGR) | 0.0 | $7.5k | 58.00 | 129.71 | ||
| Vontier Corporation Stock (VNT) | 0.0 | $7.4k | 385.00 | 19.33 | ||
| Vanguard Small-cap Etf Etf (VB) | 0.0 | $7.3k | NEW | 40.00 | 183.55 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $7.3k | 46.00 | 158.02 | ||
| Masimo Corp Stock (MASI) | 0.0 | $7.3k | 49.00 | 147.96 | ||
| Alps Sector Dividend Dogs Etf Etf (SDOG) | 0.0 | $6.7k | NEW | 130.00 | 51.44 | |
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $6.2k | 32.00 | 193.75 | ||
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $6.1k | NEW | 74.00 | 83.03 | |
| Robert Half Intl Stock (RHI) | 0.0 | $5.9k | NEW | 80.00 | 73.83 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $5.8k | 8.00 | 721.50 | ||
| Phillips 66 Stock (PSX) | 0.0 | $5.7k | NEW | 55.00 | 104.07 | |
| Mfs Spl Value Tr Sh Ben Int Cef (MFV) | 0.0 | $5.5k | 1.3k | 4.18 | ||
| Advance Auto Parts Stock (AAP) | 0.0 | $5.1k | 35.00 | 147.03 | ||
| Amn Healthcare Svcs Stock (AMN) | 0.0 | $5.1k | 50.00 | 102.82 | ||
| Boeing Stock (BA) | 0.0 | $5.0k | 26.00 | 190.50 | ||
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $5.0k | NEW | 47.00 | 105.34 | |
| Ally Finl Stock (ALLY) | 0.0 | $4.9k | 200.00 | 24.45 | ||
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $4.8k | 323.00 | 14.87 | ||
| Ametek Stock (AME) | 0.0 | $4.8k | 34.00 | 139.71 | ||
| Equity Lifestyle Pptys Reit (ELS) | 0.0 | $4.7k | 72.00 | 64.60 | ||
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $4.6k | 12.00 | 384.25 | ||
| Hasbro Stock (HAS) | 0.0 | $4.5k | 74.00 | 61.01 | ||
| Synchrony Financial Stock (SYF) | 0.0 | $4.4k | NEW | 134.00 | 32.86 | |
| Block Inc Cl A Stock (SQ) | 0.0 | $4.4k | +16% | 70.00 | 62.84 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $4.3k | -48% | 58.00 | 74.48 | |
| First Indl Rlty Tr Reit (FR) | 0.0 | $4.2k | 88.00 | 48.26 | ||
| American Homes 4 Rent Cl A Reit (AMH) | 0.0 | $4.2k | 139.00 | 30.14 | ||
| Welltower Reit (WELL) | 0.0 | $4.1k | 63.00 | 65.56 | ||
| Aptiv Stock (APTV) | 0.0 | $4.0k | 43.00 | 93.14 | ||
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.0 | $3.9k | NEW | 69.00 | 56.48 | |
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $3.9k | +24% | 410.00 | 9.44 | |
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $3.6k | NEW | 55.00 | 64.76 | |
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $3.5k | NEW | 100.00 | 35.40 | |
| Alliant Energy Corp Stock (LNT) | 0.0 | $3.4k | NEW | 62.00 | 55.21 | |
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $3.2k | 25.00 | 128.68 | ||
| Workday Inc Cl A Stock (WDAY) | 0.0 | $3.0k | 18.00 | 167.33 | ||
| Brown Forman Corp Cl A Stock (BF.A) | 0.0 | $3.0k | 45.00 | 65.76 | ||
| Granite Constr Stock (GVA) | 0.0 | $2.9k | NEW | 82.00 | 35.07 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $2.9k | 20.00 | 143.55 | ||
| Moodys Corp Stock (MCO) | 0.0 | $2.8k | 10.00 | 278.60 | ||
| Crown Castle Reit (CCI) | 0.0 | $2.7k | 20.00 | 135.65 | ||
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $2.6k | 100.00 | 26.06 | ||
| Kimco Rlty Corp Reit (KIM) | 0.0 | $2.6k | 121.00 | 21.18 | ||
| Webster Finl Corp Stock (WBS) | 0.0 | $2.3k | 48.00 | 47.33 | ||
| Lamar Advertising Co New Cl A Reit (LAMR) | 0.0 | $2.3k | 24.00 | 94.42 | ||
| Solaredge Technologies Stock (SEDG) | 0.0 | $2.3k | +166% | 8.00 | 283.25 | |
| Te Connectivity Stock (TEL) | 0.0 | $2.2k | NEW | 19.00 | 114.79 | |
| Gen Digital Stock (GEN) | 0.0 | $2.1k | 100.00 | 21.43 | ||
| Host Hotels & Resorts Reit (HST) | 0.0 | $2.1k | 131.00 | 16.05 | ||
| Netflix Stock (NFLX) | 0.0 | $2.1k | 7.00 | 294.86 | ||
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $2.0k | 110.00 | 18.43 | ||
| Booking Holdings Stock (BKNG) | 0.0 | $2.0k | 1.00 | 2015.00 | ||
| Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.0 | $1.9k | NEW | 52.00 | 36.92 | |
| Hanover Ins Group Stock (THG) | 0.0 | $1.8k | 13.00 | 135.15 | ||
| Gilead Sciences Stock (GILD) | 0.0 | $1.7k | -60% | 20.00 | 85.85 | |
| Southwest Airls Stock (LUV) | 0.0 | $1.7k | 50.00 | 33.68 | ||
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $1.6k | 25.00 | 65.68 | ||
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $1.4k | 40.00 | 35.40 | ||
| Marketaxess Hldgs Stock (MKTX) | 0.0 | $1.4k | 5.00 | 278.80 | ||
| Sonoco Prods Stock (SON) | 0.0 | $1.3k | 22.00 | 60.73 | ||
| Burlington Stores Stock (BURL) | 0.0 | $1.2k | 6.00 | 202.83 | ||
| Omnicell Stock (OMCL) | 0.0 | $1.2k | 24.00 | 50.42 | ||
| Ingevity Corp Stock (NGVT) | 0.0 | $1.2k | 17.00 | 70.41 | ||
| Insmed Inc Com Par $.01 Stock (INSM) | 0.0 | $1.2k | 59.00 | 19.98 | ||
| Msa Safety Stock (MSA) | 0.0 | $1.2k | 8.00 | 144.25 | ||