Clean Yield Group

Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for Clean Yield Group

Companies in the Clean Yield Group portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 7.6 $23M -10% 54k 428.89
Apple Stock (AAPL) 4.2 $13M +13% 91k 141.50
Vaneck Green Bond Etf Etf (GRNB) 3.6 $11M +9% 400k 27.17
Century Bancorporation Inc Cl A Non Vtg Stock 2.7 $8.3M -5% 72k 115.23
Glaxosmithkline Adr (GSK) 2.7 $8.2M +3% 214k 38.21
Unilever Adr (UL) 2.5 $7.7M +3% 143k 54.22
Telus Corporation Stock (TU) 2.5 $7.7M 350k 21.96
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 2.5 $7.5M -5% 140k 53.29
Vodafone Group Adr (VOD) 2.4 $7.2M +7% 467k 15.45
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.2 $6.8M -5% 128k 53.48
Sanofi Adr (SNY) 2.2 $6.6M +6% 136k 48.21
General Mls Stock (GIS) 1.9 $5.9M 99k 59.82
Physicians Rlty Tr Reit (DOC) 1.9 $5.9M +6% 336k 17.62
Hingham Instn Svgs Mass Stock (HIFS) 1.8 $5.5M -4% 16k 336.69

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Washington Real Estate Invt Tr Sh Ben Int Reit (WRE) 1.7 $5.1M +26% 207k 24.75
Sprouts Fmrs Mkt Stock (SFM) 1.7 $5.1M +8% 221k 23.17
Stag Indl Reit (STAG) 1.6 $5.0M 127k 39.25
Cisco Sys Stock (CSCO) 1.6 $4.8M -8% 87k 54.43
Healthcare Tr Amer Inc Cl A Reit (HTA) 1.4 $4.3M -8% 145k 29.66
Camden Natl Corp Stock (CAC) 1.3 $4.1M +3% 86k 47.89
Colgate Palmolive Stock (CL) 1.3 $4.1M 54k 75.57
Dentsply Sirona Stock (XRAY) 1.3 $4.0M -8% 69k 58.06
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.3 $4.0M +4% 144k 27.56
Johnson & Johnson Stock (JNJ) 1.3 $3.9M 24k 161.49
Microsoft Corp Stock (MSFT) 1.3 $3.9M 14k 281.94
Automatic Data Processing Stock (ADP) 1.2 $3.7M 19k 199.95
Healthpeak Properties Reit (PEAK) 1.2 $3.6M -2% 106k 33.48
Procter And Gamble Stock (PG) 1.1 $3.5M +11% 25k 139.80
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $3.4M 42k 81.03
Umpqua Hldgs Corp Stock (UMPQ) 1.0 $3.2M -6% 157k 20.25
Intuit Stock (INTU) 0.9 $2.9M +2% 5.4k 539.42
Nokia Corp Adr (NOK) 0.9 $2.9M 526k 5.45
Novo-nordisk A S Adr (NVO) 0.9 $2.7M 28k 96.01
Quest Diagnostics Stock (DGX) 0.9 $2.7M -11% 19k 145.32
Amgen Stock (AMGN) 0.9 $2.6M +3% 12k 212.66
Kilroy Rlty Corp Reit (KRC) 0.9 $2.6M NEW 39k 66.20
Smith & Nephew Plc Spdn Adr (SNN) 0.8 $2.6M +149% 75k 34.34
Ameresco Inc Cl A Stock (AMRC) 0.8 $2.6M -7% 44k 58.43
Check Point Software Tech Ltd Ord Stock (CHKP) 0.8 $2.5M +8% 22k 113.05
American Wtr Wks Stock (AWK) 0.7 $2.2M 13k 169.01
Expeditors Intl Wash Stock (EXPD) 0.7 $2.2M 18k 119.12
Becton Dickinson & Co Stock (BDX) 0.7 $2.1M 8.7k 245.79
Thermo Fisher Scientific Stock (TMO) 0.7 $2.0M 3.5k 571.35
Illinois Tool Wks Stock (ITW) 0.6 $1.9M 9.4k 206.61
Amalgamated Financial Corp Stock (AMAL) 0.6 $1.9M NEW 122k 15.82
Vital Farms Stock (VITL) 0.6 $1.9M NEW 106k 17.57
Home Depot Stock (HD) 0.6 $1.8M +30% 5.4k 328.19
Hain Celestial Group Stock (HAIN) 0.6 $1.7M 40k 42.77
Mid-amer Apt Cmntys Reit (MAA) 0.6 $1.7M -10% 9.0k 186.78
Utah Med Prods Stock (UTMD) 0.5 $1.5M -21% 17k 92.83
First Solar Stock (FSLR) 0.5 $1.5M +7% 16k 95.46
Us Bancorp Del Stock (USB) 0.5 $1.5M 26k 59.42
Biogen Stock (BIIB) 0.5 $1.5M -18% 5.4k 283.02
Stryker Corporation Stock (SYK) 0.5 $1.5M +7% 5.8k 263.73
Wiley John & Sons Inc Cl A Stock (JW.A) 0.5 $1.5M 29k 52.21
Alphabet Class A Stock (GOOGL) 0.5 $1.4M +31% 526.00 2673.00
Pepsico Stock (PEP) 0.4 $1.3M +7% 8.5k 150.35
Trimble Stock (TRMB) 0.4 $1.1M 14k 82.28
Helios Technologies Stock (HLIO) 0.3 $1.1M 13k 82.07
Verizon Communications Stock (VZ) 0.3 $1.1M 20k 53.99
Middlesex Wtr Stock (MSEX) 0.3 $1.0M 10k 102.79
Highwoods Pptys Reit (HIW) 0.3 $1.0M -2% 23k 43.85
Lilly Eli & Co Stock (LLY) 0.3 $991k +23% 4.3k 231.06
Kadant Stock (KAI) 0.3 $955k -8% 4.7k 204.15
Merck & Co Stock (MRK) 0.3 $919k 12k 75.11
3M Stock (MMM) 0.3 $900k +11% 5.1k 175.40
Smucker J M Stock (SJM) 0.3 $869k 7.2k 120.04
Schwab Charles Corp Stock (SCHW) 0.3 $858k 12k 72.84
California Wtr Svc Group Stock (CWT) 0.3 $831k 14k 58.92
Texas Instrs Stock (TXN) 0.3 $777k +2% 4.0k 192.28
Tractor Supply Stock (TSCO) 0.3 $765k 3.8k 202.70
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $758k -21% 5.3k 144.38
Alcon Ag Ord Stock (ALC) 0.2 $746k -25% 9.3k 80.47
Disney Walt Stock (DIS) 0.2 $737k 4.4k 169.08
Essential Utils Stock (WTRG) 0.2 $725k 16k 46.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $715k 2.6k 272.80
Agilent Technologies Stock (A) 0.2 $709k 4.5k 157.49
Acuity Brands Stock (AYI) 0.2 $709k -2% 4.1k 173.26
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $690k +81% 259.00 2664.09
Pfizer Stock (PFE) 0.2 $659k +3% 15k 42.99
Abbott Labs Stock (ABT) 0.2 $642k +41% 5.4k 118.19
International Business Machs Stock (IBM) 0.2 $636k +9% 4.6k 138.93
Prologis Reit (PLD) 0.2 $635k 5.1k 125.49
Nextera Energy Stock (NEE) 0.2 $627k +97% 8.0k 78.57
Intel Corp Stock (INTC) 0.2 $622k 12k 53.28
Intuitive Surgical Stock (ISRG) 0.2 $558k 561.00 994.65
American Express Stock (AXP) 0.2 $541k 3.2k 167.39
Target Corp Stock (TGT) 0.2 $536k 2.3k 228.77
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $526k 9.6k 54.80
Unitedhealth Group Stock (UNH) 0.2 $504k +419% 1.3k 391.00
Sysco Corp Stock (SYY) 0.2 $483k -2% 6.2k 78.54
Comcast Corp New Cl A Stock (CMCSA) 0.1 $450k 8.0k 55.96
Paychex Stock (PAYX) 0.1 $437k 3.9k 112.54
Hubbell Stock (HUBB) 0.1 $430k 2.4k 180.67
Abbvie Stock (ABBV) 0.1 $428k +25% 4.0k 107.89
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.1 $420k -4% 5.1k 82.35
Amazon Stock (AMZN) 0.1 $391k 119.00 3285.71
Union Pac Corp Stock (UNP) 0.1 $382k +24% 2.0k 195.80
Agnico Eagle Mines Stock (AEM) 0.1 $379k +151% 7.3k 51.92
Paypal Hldgs Stock (PYPL) 0.1 $378k +20% 1.5k 260.33
Alamos Gold Inc New Com Cl A Stock (AGI) 0.1 $377k +27% 52k 7.21
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.1 $372k 27k 13.78
Keysight Technologies Stock (KEYS) 0.1 $370k 2.3k 164.37
Nvidia Corporation Stock (NVDA) 0.1 $369k +300% 1.8k 207.30
Walgreens Boots Alliance Stock (WBA) 0.1 $355k +3% 7.6k 47.02
At&t Stock (T) 0.1 $354k 13k 26.99
Astrazeneca Adr (AZN) 0.1 $354k 5.9k 60.00
Neogen Corp Stock (NEOG) 0.1 $350k 8.1k 43.39
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $348k -37% 2.4k 147.46
Aflac Stock (AFL) 0.1 $345k +8% 6.6k 52.19
Cvs Health Corp Stock (CVS) 0.1 $340k +19% 4.0k 84.87
Oreilly Automotive Stock (ORLY) 0.1 $336k 550.00 610.91
Coca Cola Stock (KO) 0.1 $336k +21% 6.4k 52.41
Bristol-myers Squibb Stock (BMY) 0.1 $332k +2% 5.6k 59.22
Lowes Cos Stock (LOW) 0.1 $332k 1.6k 202.93
Invesco Qqq Trust Etf (QQQ) 0.1 $329k 920.00 357.61
Costco Whsl Corp Stock (COST) 0.1 $327k -4% 728.00 449.18
Nike Inc Cl B Stock (NKE) 0.1 $320k 2.2k 145.45
Genuine Parts Stock (GPC) 0.1 $318k -5% 2.6k 121.14
Mcdonalds Corp Stock (MCD) 0.1 $317k +77% 1.3k 241.25
Danaher Corporation Stock (DHR) 0.1 $309k +2% 1.0k 304.13
Jpmorgan Chase & Co Stock (JPM) 0.1 $308k +7% 1.9k 163.57
General Electric Stock (GE) 0.1 $306k NEW 3.0k 102.93
Ishares National Muni Bond Etf Etf (MUB) 0.1 $302k +88% 2.6k 116.15
Mettler Toledo International Stock (MTD) 0.1 $296k 215.00 1376.74
Air Prods & Chems Stock (APD) 0.1 $295k +69% 1.2k 256.08
Exxon Mobil Corp Stock (XOM) 0.1 $292k +7% 5.0k 58.79
Vanguard Value Index Fund Etf (VTV) 0.1 $292k 2.2k 135.50
Vanguard Growth Index Fund Etf (VUG) 0.1 $291k 1.0k 290.13
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $275k +72% 1.8k 149.38
Waters Corp Stock (WAT) 0.1 $273k -3% 765.00 356.86
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $268k 1.6k 167.92
Citrix Sys Stock (CTXS) 0.1 $268k 2.5k 107.41
Price T Rowe Group Stock (TROW) 0.1 $263k +90% 1.3k 197.00
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $254k 8.1k 31.29
Raytheon Technologies Corp Stock (RTX) 0.1 $249k +70% 2.9k 86.10
Church & Dwight Stock (CHD) 0.1 $248k 3.0k 82.53
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $242k 859.00 281.72
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $239k +100% 1.0k 237.10
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $237k +102% 1.6k 148.03
Visa Inc Com Cl A Stock (V) 0.1 $236k 1.1k 222.85
Cigna Corp Stock (CI) 0.1 $230k +2% 1.1k 200.35
United Parcel Service Inc Cl B Stock (UPS) 0.1 $228k +4% 1.3k 181.96
Ansys Stock (ANSS) 0.1 $227k 667.00 340.33
Mastercard Incorporated Cl A Stock (MA) 0.1 $227k +70% 653.00 347.63
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $227k 15k 15.13
Carmax Stock (KMX) 0.1 $226k 1.8k 128.05
Walmart Stock (WMT) 0.1 $220k +51% 1.6k 139.15
Vaneck Muni Allocation Etf Etf (MAAX) 0.1 $205k +100% 8.3k 24.85
Aea-bridges Impact Corp Shs Cl A Stock (IMPX) 0.1 $202k +2% 21k 9.78
Barrick Gold Corp Stock (GOLD) 0.1 $202k +36% 11k 18.04
Lakeland Finl Corp Stock (LKFN) 0.1 $199k -6% 2.8k 71.20
Travelers Companies Stock (TRV) 0.1 $198k 1.3k 152.31
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $198k 2.8k 70.87
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $196k 1.9k 102.30
Oracle Corp Stock (ORCL) 0.1 $194k +76% 2.2k 87.03
Bar Hbr Bankshares Stock (BHB) 0.1 $189k 6.8k 28.00
Hershey Stock (HSY) 0.1 $186k -8% 1.1k 169.09
Kirkland Lake Gold Stock (KL) 0.1 $185k -22% 4.5k 41.57
Kimberly-clark Corp Stock (KMB) 0.1 $184k 1.4k 132.66
Renaissancere Hldgs Stock (RNR) 0.1 $184k 1.3k 139.39
Spdr Gold Shares Etf (GLD) 0.1 $182k +11% 1.1k 163.96
Emerson Elec Stock (EMR) 0.1 $180k +78% 1.9k 93.99
Medtronic Stock (MDT) 0.1 $178k -34% 1.4k 125.00
Wabtec Stock (WAB) 0.1 $176k 2.0k 86.19
Fedex Corp Stock (FDX) 0.1 $174k 795.00 218.87
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $174k 4.9k 35.54
Microchip Technology Stock (MCHP) 0.1 $169k 1.1k 153.64
Fifth Third Bancorp Stock (FITB) 0.1 $161k +9% 3.8k 42.49
Tennant Stock (TNC) 0.1 $160k 2.2k 74.04
Ishares Russell 2000 Etf Etf (IWM) 0.1 $159k 725.00 219.31
Newmont Corp Stock (NEM) 0.1 $157k NEW 2.9k 54.14
Dover Corp Stock (DOV) 0.0 $150k +190% 966.00 155.28
Nuveen Pfd & Income Opportunit Cef (JPC) 0.0 $148k 15k 9.87
Wec Energy Group Stock (WEC) 0.0 $147k 1.7k 88.02
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $146k -31% 2.2k 66.82
Tpi Composites Stock (TPIC) 0.0 $145k +763% 4.3k 33.65
Gilead Sciences Stock (GILD) 0.0 $141k -12% 2.0k 69.98
Ppg Inds Stock (PPG) 0.0 $141k 987.00 142.86
Worthington Inds Stock (WOR) 0.0 $140k 2.7k 52.83
Sherwin Williams Stock (SHW) 0.0 $139k +3% 498.00 279.12
Global X Silver Miners Etf Etf (SIL) 0.0 $138k 3.9k 34.98
Norfolk Southn Corp Stock (NSC) 0.0 $135k 566.00 238.52
Eastman Chem Stock (EMN) 0.0 $134k 1.3k 100.37
Vaneck Gold Miners Etf Etf (GDX) 0.0 $132k +24% 4.5k 29.53
Wells Fargo Stock (WFC) 0.0 $132k 2.8k 46.35
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $131k +200% 2.6k 50.19
Idacorp Stock (IDA) 0.0 $131k 1.3k 103.15
Iron Mtn Reit (IRM) 0.0 $130k 3.0k 43.33
New Gold Inc Cda Stock (NGD) 0.0 $127k NEW 120k 1.06
Alexandria Real Estate Eq Reit (ARE) 0.0 $126k -4% 660.00 190.91
First Rep Bk San Francisco Cal Stock (FRC) 0.0 $119k 616.00 193.18
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $119k +31% 3.1k 38.45
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $119k 1.9k 61.56
Carrier Global Corporation Stock (CARR) 0.0 $117k +13% 2.3k 51.79
Truist Finl Corp Stock (TFC) 0.0 $113k +11% 1.9k 58.64
Wolfspeed Stock 0.0 $113k NEW 1.4k 80.71
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $111k 6.4k 17.42
Bank New York Mellon Corp Stock (BK) 0.0 $111k +58% 2.1k 52.04
Salesforce Stock (CRM) 0.0 $110k 405.00 271.60
Honeywell Intl Stock (HON) 0.0 $108k 508.00 212.60
Waste Mgmt Inc Del Stock (WM) 0.0 $108k +58% 726.00 148.76
International Flavors&fragranc Stock (IFF) 0.0 $108k 810.00 133.33
Pnc Finl Svcs Group Stock (PNC) 0.0 $107k 547.00 195.61
S&p Global Stock (SPGI) 0.0 $106k 250.00 424.00
Avery Dennison Corp Stock (AVY) 0.0 $104k 504.00 206.35
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $104k 1.7k 60.22
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $104k 6.1k 16.97
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $103k 6.8k 15.18
Pan Amern Silver Corp Stock (PAAS) 0.0 $102k +158% 4.4k 23.18
Ishares S&p Midcap Fund Etf (IJH) 0.0 $100k 380.00 263.16
Ebay Stock (EBAY) 0.0 $100k +17% 1.4k 69.69
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $100k 1.4k 74.02
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $98k 900.00 108.89
WPP Adr (WPP) 0.0 $97k NEW 1.5k 66.71
Pretium Res Stock (PVG) 0.0 $92k -5% 9.5k 9.68
Chevron Corp Stock (CVX) 0.0 $91k 893.00 101.90
Baxter Intl Stock (BAX) 0.0 $90k 1.1k 80.00
Eaton Corp Stock (ETN) 0.0 $90k +475% 604.00 149.01
Mckesson Corp Stock (MCK) 0.0 $89k 445.00 200.00
Cerner Corp Stock (CERN) 0.0 $88k 1.3k 70.40
HP Stock (HPQ) 0.0 $88k 3.2k 27.50
Applied Matls Stock (AMAT) 0.0 $84k +100% 652.00 128.83
Constellation Brands Inc Cl A Stock (STZ) 0.0 $84k 400.00 210.00
Yum Brands Stock (YUM) 0.0 $83k 680.00 122.06
Masco Corp Stock (MAS) 0.0 $83k 1.5k 55.33
American Campus Cmntys Reit (ACC) 0.0 $80k 1.7k 48.48
Ishares Silver Trust Etf (SLV) 0.0 $78k -12% 3.8k 20.50
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $77k 1.2k 64.17
Conocophillips Stock (COP) 0.0 $77k +16% 1.1k 67.66
Docusign Stock (DOCU) 0.0 $77k 300.00 256.67
Nuveen Floating Rate Income Cef (JFR) 0.0 $76k 7.5k 10.13
Vanguard Health Care Index Fund Etf (VHT) 0.0 $74k 300.00 246.67
Zimmer Biomet Holdings Stock (ZBH) 0.0 $74k +19% 507.00 145.96
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $73k 5.5k 13.27
Starbucks Corp Stock (SBUX) 0.0 $70k -4% 638.00 109.72
Ameriprise Finl Stock (AMP) 0.0 $70k NEW 266.00 263.16
Fortive Corp Stock (FTV) 0.0 $68k 963.00 70.61
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $68k +446% 213.00 319.25
Roper Technologies Stock (ROP) 0.0 $68k 153.00 444.44
Toronto Dominion Bk Ont Stock (TD) 0.0 $64k +867% 967.00 66.18
Ishares Tips Bond Etf Etf (TIP) 0.0 $64k 500.00 128.00
Adobe Systems Incorporated Stock (ADBE) 0.0 $63k 110.00 572.73
Change Healthcare Stock (CHNG) 0.0 $60k 2.9k 20.87
Vanguard Long-term Bond Index Fund Etf (BLV) 0.0 $60k 582.00 103.09
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $60k +100% 254.00 236.22
Csx Corp Stock (CSX) 0.0 $59k +21% 2.0k 29.89
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $59k 556.00 106.12
Metlife Stock (MET) 0.0 $59k +109% 955.00 61.78
Factset Resh Sys Stock (FDS) 0.0 $59k +100% 150.00 393.33
Dupont De Nemours Stock (DD) 0.0 $58k +3% 847.00 68.48
Canadian Natl Ry Stock (CNI) 0.0 $58k 500.00 116.00
Ishares Agency Bond Etf Etf (AGZ) 0.0 $57k -63% 479.00 119.00
United Therapeutics Corp Del Stock (UTHR) 0.0 $55k +100% 300.00 183.33
Blackstone Stock (BX) 0.0 $55k 471.00 116.77
Vertex Pharmaceuticals Stock (VRTX) 0.0 $54k 300.00 180.00
Hewlett Packard Enterprise Stock (HPE) 0.0 $54k +18% 3.8k 14.23
Ishares Msci All Country Asia Ex Japan Index Fund Etf (AAXJ) 0.0 $53k 623.00 85.07
Atlantica Sustainable Infr Stock (AY) 0.0 $52k 1.5k 34.67
Qualcomm Stock (QCOM) 0.0 $52k +100% 406.00 128.08
Blackrock Stock (BLK) 0.0 $49k +47% 59.00 830.51
Dow Stock (DOW) 0.0 $49k +3% 847.00 57.85
Dollar Tree Stock (DLTR) 0.0 $48k 500.00 96.00
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $48k 100.00 480.00
Arrow Finl Corp Stock (AROW) 0.0 $47k +2% 1.4k 34.18
Inari Med Stock (NARI) 0.0 $46k 568.00 80.99
Philip Morris Intl Stock (PM) 0.0 $43k 451.00 95.34
Phillips 66 Stock (PSX) 0.0 $43k +15% 616.00 69.81
New York Times Co Cl A Stock (NYT) 0.0 $42k 849.00 49.47
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $42k +82% 728.00 57.69
Principal Financial Group Stock (PFG) 0.0 $42k 659.00 63.73
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $42k 566.00 74.20
Loews Corp Stock (L) 0.0 $41k 763.00 53.74
Caterpillar Stock (CAT) 0.0 $41k 212.00 193.40
Ball Corp Stock (BLL) 0.0 $40k 440.00 90.91
Vaneck Short Muni Etf Etf (SMB) 0.0 $40k 2.2k 18.05
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $39k 401.00 97.26
Asml Holding N V N Y Registry Adr (ASML) 0.0 $39k 52.00 750.00
Simon Ppty Group Reit (SPG) 0.0 $38k +100% 292.00 130.14
Palo Alto Networks Stock (PANW) 0.0 $38k 79.00 481.01
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $37k 252.00 146.83
Organon & Co Stock (OGN) 0.0 $37k -6% 1.1k 33.01
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $36k 198.00 181.82
Fastenal Stock (FAST) 0.0 $36k 696.00 51.72
Broadcom Stock (AVGO) 0.0 $35k +97% 73.00 479.45
Tesla Stock (TSLA) 0.0 $35k 45.00 777.78
Lululemon Athletica Stock (LULU) 0.0 $35k 86.00 406.98
Yum China Hldgs Stock (YUMC) 0.0 $35k 600.00 58.33
Middleby Corp Stock (MIDD) 0.0 $34k 200.00 170.00
Grainger W W Stock (GWW) 0.0 $33k +21% 85.00 388.24
Xylem Stock (XYL) 0.0 $32k 256.00 125.00
Koninklijke Philips N V Ny Regis Adr (PHG) 0.0 $32k 720.00 44.44
Horace Mann Educators Corp Stock (HMN) 0.0 $30k 760.00 39.47
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $30k 115.00 260.87
Cintas Corp Stock (CTAS) 0.0 $30k 80.00 375.00
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $30k 75.00 400.00
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $29k 225.00 128.89
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $29k 320.00 90.62
Innovative Indl Pptys Reit (IIPR) 0.0 $29k 126.00 230.16
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $29k +200% 573.00 50.61
Hologic Stock (HOLX) 0.0 $28k 375.00 74.67
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $28k 348.00 80.46
Parker-hannifin Corp Stock (PH) 0.0 $28k -8% 100.00 280.00
Ventas Reit (VTR) 0.0 $28k -75% 500.00 56.00
Hecla Mng Stock (HL) 0.0 $28k 5.0k 5.60
Ingredion Stock (INGR) 0.0 $28k 320.00 87.50
Citigroup Stock (C) 0.0 $27k +91% 383.00 70.50
Global X Social Media Index Fund Etf (SOCL) 0.0 $26k 422.00 61.61
Amer States Wtr Stock (AWR) 0.0 $26k 300.00 86.67
Otis Worldwide Corp Stock (OTIS) 0.0 $26k -68% 312.00 83.33
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $24k 175.00 137.14
Pioneer Nat Res Stock (PXD) 0.0 $24k 142.00 169.01
Msci Stock (MSCI) 0.0 $24k -50% 40.00 600.00
Lockheed Martin Corp Stock (LMT) 0.0 $23k 67.00 343.28
Analog Devices Stock (ADI) 0.0 $23k 140.00 164.29
Corteva Stock (CTVA) 0.0 $23k +4% 542.00 42.44
Bk Of America Corp Stock (BAC) 0.0 $21k 500.00 42.00
Best Buy Stock (BBY) 0.0 $21k 200.00 105.00
Chubb Stock (CB) 0.0 $21k 120.00 175.00
Invesco S&p Smallcap Information Technology Portfolio Etf (PSCT) 0.0 $21k 150.00 140.00
General Mtrs Stock (GM) 0.0 $20k -49% 385.00 51.95
Nortonlifelock Stock (NLOK) 0.0 $20k 800.00 25.00
Beyond Meat Stock (BYND) 0.0 $19k 180.00 105.56
Activision Blizzard Stock (ATVI) 0.0 $19k 250.00 76.00
Coeur Mng Stock (CDE) 0.0 $19k 3.0k 6.33
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $18k 550.00 32.73
Global X Fintech Thematic Etf Etf (FINX) 0.0 $18k 375.00 48.00
Seaworld Entmt Stock (SEAS) 0.0 $17k 300.00 56.67
Community Bk Sys Stock (CBU) 0.0 $17k 246.00 69.11
Diageo Adr (DEO) 0.0 $17k 87.00 195.40
State Str Corp Stock (STT) 0.0 $17k 200.00 85.00
Qorvo Stock (QRVO) 0.0 $17k 100.00 170.00
Iqvia Hldgs Stock (IQV) 0.0 $17k 72.00 236.11
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $17k 51.00 333.33
Plug Power Stock (PLUG) 0.0 $17k 650.00 26.15
Evoqua Water Technologies Corp Stock (AQUA) 0.0 $16k 425.00 37.65
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $16k +35% 96.00 166.67
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN) 0.0 $16k 100.00 160.00
Deere & Co Stock (DE) 0.0 $16k +172% 49.00 326.53
Ormat Technologies Stock (ORA) 0.0 $16k -50% 237.00 67.51
Southern Stock (SO) 0.0 $15k 250.00 60.00
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $15k +500% 240.00 62.50
Aon Plc Shs Cl A Stock (AON) 0.0 $15k 51.00 294.12
Ross Stores Stock (ROST) 0.0 $14k 125.00 112.00
Illumina Stock (ILMN) 0.0 $14k 35.00 400.00
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $14k 250.00 56.00
Union Bankshares Stock (UNB) 0.0 $14k 450.00 31.11
Realty Income Corp Reit (O) 0.0 $14k NEW 219.00 63.93
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $14k -79% 1.5k 9.27
Nexstar Media Group Inc Cl A Stock (NXST) 0.0 $13k 87.00 149.43
Masimo Corp Stock (MASI) 0.0 $13k 49.00 265.31
Vontier Corporation Stock (VNT) 0.0 $13k 385.00 33.77
Burcon Nutrascience Corp Stock (BRCN) 0.0 $13k +86% 8.6k 1.51
Vici Pptys Reit (VICI) 0.0 $12k NEW 406.00 29.56
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $12k 222.00 54.05
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $12k 108.00 111.11
2u Stock (TWOU) 0.0 $12k 344.00 34.88
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $12k 396.00 30.30
Papa Johns Intl Stock (PZZA) 0.0 $11k 85.00 129.41
Synchrony Financial Stock (SYF) 0.0 $11k NEW 225.00 48.89
Nutrien Stock (NTR) 0.0 $11k NEW 174.00 63.22
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.0 $11k 101.00 108.91
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $11k NEW 128.00 85.94
Republic Svcs Stock (RSG) 0.0 $11k 90.00 122.22
Entergy Corp Stock (ETR) 0.0 $11k NEW 114.00 96.49
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $10k 447.00 22.37
Xilinx Stock (XLNX) 0.0 $10k 63.00 158.73
Advanced Micro Devices Stock (AMD) 0.0 $10k 97.00 103.09
Vanguard S&p 500 Etf Etf (VOO) 0.0 $10k 26.00 384.62
Netflix Stock (NFLX) 0.0 $10k 17.00 588.24
Nxp Semiconductors N V Stock (NXPI) 0.0 $10k 50.00 200.00
Atlassian Corp Plc Cl A Stock (TEAM) 0.0 $10k 25.00 400.00
Textron Stock (TXT) 0.0 $10k 137.00 72.99
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $10k 14.00 714.29
L3harris Technologies Stock (LHX) 0.0 $10k 45.00 222.22
Omnicom Group Stock (OMC) 0.0 $10k 136.00 73.53
T-mobile Us Stock (TMUS) 0.0 $10k 75.00 133.33
Corning Stock (GLW) 0.0 $10k 275.00 36.36
Viatris Stock (VTRS) 0.0 $10k +10% 702.00 14.24
Tegna Stock (TGNA) 0.0 $9.0k 475.00 18.95
Brookfield Renewable Partners Partnership Unit Stock (BEP) 0.0 $9.0k 257.00 35.02
Cdk Global Stock (CDK) 0.0 $9.0k 217.00 41.47
Etho Climate Leadership U.s. Etf Etf (ETHO) 0.0 $9.0k 154.00 58.44
Royal Bk Cda Stock (RY) 0.0 $9.0k NEW 91.00 98.90
Fidelity Natl Information Svcs Stock (FIS) 0.0 $9.0k 75.00 120.00
Marsh & Mclennan Cos Stock (MMC) 0.0 $9.0k 60.00 150.00
Opko Health Stock (OPK) 0.0 $9.0k 2.5k 3.60
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $9.0k 125.00 72.00
Capital One Finl Corp Stock (COF) 0.0 $9.0k 53.00 169.81
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $9.0k 702.00 12.82
Ii-vi Stock (IIVI) 0.0 $8.0k 135.00 59.26
Crown Castle Intl Corp Reit (CCI) 0.0 $8.0k +528% 44.00 181.82
Mueller Wtr Prods Inc Com Ser A Stock (MWA) 0.0 $8.0k 500.00 16.00
Twilio Inc Cl A Stock (TWLO) 0.0 $8.0k 26.00 307.69
Timken Stock (TKR) 0.0 $8.0k 115.00 69.57
Altria Group Stock (MO) 0.0 $8.0k +66% 168.00 47.62
Chemours Stock (CC) 0.0 $8.0k +6% 264.00 30.30
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $8.0k 298.00 26.85
Cameco Corp Stock (CCJ) 0.0 $8.0k 350.00 22.86
Core Laboratories N V Stock (CLB) 0.0 $7.0k 262.00 26.72
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.0 $7.0k 150.00 46.67
Smart Global Hldgs Stock (SGH) 0.0 $7.0k 162.00 43.21
Intercontinental Exchange Stock (ICE) 0.0 $7.0k NEW 58.00 120.69
Magna Intl Stock (MGA) 0.0 $7.0k NEW 90.00 77.78
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $7.0k 89.00 78.65
Hasbro Stock (HAS) 0.0 $7.0k 74.00 94.59
BP Adr (BP) 0.0 $7.0k 250.00 28.00
Advance Auto Parts Stock (AAP) 0.0 $7.0k NEW 35.00 200.00
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $7.0k 32.00 218.75
Royal Caribbean Group Stock (RCL) 0.0 $7.0k 75.00 93.33
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.0 $7.0k 324.00 21.60
Tattooed Chef Inc Com Cl A Stock (TTCF) 0.0 $6.0k 350.00 17.14
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $6.0k NEW 79.00 75.95
Aptiv Stock (APTV) 0.0 $6.0k NEW 43.00 139.53
United Rentals Stock (URI) 0.0 $6.0k NEW 16.00 375.00
Snowflake Inc Cl A Stock (SNOW) 0.0 $6.0k 20.00 300.00
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $6.0k NEW 11.00 545.45
Boeing Stock (BA) 0.0 $6.0k 26.00 230.77
Elanco Animal Health Stock (ELAN) 0.0 $5.0k 172.00 29.07
Arista Networks Stock (ANET) 0.0 $5.0k NEW 14.00 357.14
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $5.0k 12.00 416.67
Progressive Corp Stock (PGR) 0.0 $5.0k NEW 58.00 86.21