Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SFM, UL, GSK, AWK, and represent 20.61% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$5.1M), AAPL, NVDA, AGCO, ADP, CSCO, HOLX, CAC, COLB, SPY.
- Started 22 new stock positions in LECO, SOLV, DXYZ, ECL, IGF, TDTT, GEV, IWR, HUM, EEM. VIG, TD, FI, LMT, SMCI, Workhorse Group, IUSG, CGNX, TAN, ICLN, IDXX, EW.
- Reduced shares in these 10 stocks: HR, UTMD, SFM, DOC, UL, TAK, VOD, OGN, STAG, HASI.
- Sold out of its positions in AMD, GOLD, BHK, DYNF, COP, CUZ, EXC, FTRE, PSCT, IVV.
- Clean Yield Group was a net buyer of stock by $6.6M.
- Clean Yield Group has $269M in assets under management (AUM), dropping by 4.14%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 366 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.6 | $20M | +12% | 97k | 210.62 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 3.7 | $10M | -10% | 120k | 83.66 |
|
| Unilever Adr (UL) | 3.5 | $9.3M | -5% | 170k | 54.99 |
|
| GSK Adr (GSK) | 3.0 | $8.1M | 211k | 38.50 |
|
|
| American Wtr Wks Stock (AWK) | 2.8 | $7.6M | +2% | 59k | 129.16 |
|
| Healthpeak Properties Reit (DOC) | 2.8 | $7.5M | -10% | 383k | 19.60 |
|
| Sjw Group Stock (SJW) | 2.4 | $6.6M | +4% | 121k | 54.22 |
|
| Ha Sustainable Infra Cap Reit (HASI) | 2.2 | $5.9M | -3% | 200k | 29.60 |
|
| First Solar Stock (FSLR) | 2.2 | $5.9M | -3% | 26k | 225.46 |
|
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 2.1 | $5.8M | 350k | 16.48 |
|
|
| Takeda Pharmaceutical Adr (TAK) | 2.1 | $5.8M | -7% | 445k | 12.94 |
|
| Microsoft Corp Stock (MSFT) | 2.1 | $5.7M | 13k | 446.96 |
|
|
| Smith & Nephew Plc Spdn Adr (SNN) | 2.0 | $5.4M | 216k | 24.78 |
|
|
| Salesforce Stock (CRM) | 1.9 | $5.2M | +4263% | 20k | 257.10 |
|
| Vodafone Group Adr (VOD) | 1.9 | $5.1M | -6% | 580k | 8.87 |
|
| Cisco Sys Stock (CSCO) | 1.9 | $5.1M | +24% | 107k | 47.51 |
|
| Novo-nordisk A S Adr (NVO) | 1.9 | $5.0M | -2% | 35k | 142.74 |
|
| Ameresco Inc Cl A Stock (AMRC) | 1.8 | $4.9M | 170k | 28.81 |
|
|
| Telus Corporation Stock (TU) | 1.8 | $4.8M | -3% | 320k | 15.14 |
|
| Automatic Data Processing Stock (ADP) | 1.7 | $4.6M | +31% | 19k | 238.69 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.6 | $4.3M | +10% | 61k | 70.94 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.5 | $4.0M | +10% | 24k | 165.00 |
|
| Amalgamated Financial Corp Stock (AMAL) | 1.5 | $4.0M | 145k | 27.40 |
|
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| International Business Machs Stock (IBM) | 1.4 | $3.9M | +3% | 22k | 172.95 |
|
| Camden Natl Corp Stock (CAC) | 1.3 | $3.6M | +18% | 109k | 33.00 |
|
| Nokia Corp Adr (NOK) | 1.3 | $3.5M | 915k | 3.78 |
|
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| Johnson & Johnson Stock (JNJ) | 1.3 | $3.4M | 23k | 146.16 |
|
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| Stag Indl Reit (STAG) | 1.2 | $3.3M | -7% | 93k | 36.06 |
|
| Eli Lilly & Co Stock (LLY) | 1.2 | $3.3M | 3.6k | 905.38 |
|
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| Procter And Gamble Stock (PG) | 1.2 | $3.2M | 19k | 164.92 |
|
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| Agco Corp Stock (AGCO) | 1.2 | $3.1M | +111% | 32k | 97.88 |
|
| Organon & Co Stock (OGN) | 1.0 | $2.8M | -10% | 133k | 20.70 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $2.6M | +19% | 4.9k | 544.22 |
|
| Quest Diagnostics Stock (DGX) | 1.0 | $2.6M | 19k | 136.88 |
|
|
| Intuit Stock (INTU) | 0.9 | $2.3M | 3.6k | 657.21 |
|
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| Colgate Palmolive Stock (CL) | 0.9 | $2.3M | 24k | 97.04 |
|
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| Premier Inc Cl A Stock (PINC) | 0.8 | $2.3M | +3% | 122k | 18.67 |
|
| Nvidia Corporation Stock (NVDA) | 0.8 | $2.2M | +900% | 18k | 123.54 |
|
| General Mls Stock (GIS) | 0.8 | $2.1M | -5% | 34k | 63.26 |
|
| Amgen Stock (AMGN) | 0.8 | $2.1M | -3% | 6.8k | 312.45 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.8 | $2.1M | 17k | 124.79 |
|
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| Illinois Tool Wks Stock (ITW) | 0.8 | $2.0M | 8.6k | 236.96 |
|
|
| Hologic Stock (HOLX) | 0.7 | $1.9M | +48% | 26k | 74.25 |
|
| Pepsico Stock (PEP) | 0.7 | $1.9M | 12k | 164.93 |
|
|
| Alphabet Class A Stock (GOOGL) | 0.7 | $1.7M | 9.6k | 182.15 |
|
|
| Stryker Corporation Stock (SYK) | 0.6 | $1.6M | 4.8k | 340.25 |
|
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| Becton Dickinson & Co Stock (BDX) | 0.6 | $1.6M | 6.7k | 233.71 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.6 | $1.6M | 2.8k | 553.02 |
|
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| Healthcare Rlty Tr Cl A Reit (HR) | 0.6 | $1.5M | -58% | 93k | 16.48 |
|
| Merck & Co Stock (MRK) | 0.6 | $1.5M | 12k | 123.80 |
|
|
| Hubbell Stock (HUBB) | 0.5 | $1.5M | +11% | 4.0k | 365.48 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $1.5M | 3.6k | 406.80 |
|
|
| Home Depot Stock (HD) | 0.5 | $1.4M | 4.0k | 344.24 |
|
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| United Parcel Service Inc Cl B Stock (UPS) | 0.5 | $1.3M | +25% | 9.8k | 136.85 |
|
| Vaneck Green Bond Etf Etf (GRNB) | 0.4 | $1.2M | -6% | 50k | 23.63 |
|
| Wabtec Stock (WAB) | 0.4 | $1.1M | +13% | 7.2k | 158.05 |
|
| Hingham Instn Svgs Mass Stock (HIFS) | 0.4 | $1.1M | -15% | 6.2k | 178.88 |
|
| Unitedhealth Group Stock (UNH) | 0.4 | $1.1M | +2% | 2.1k | 509.26 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $987k | -3% | 5.4k | 183.42 |
|
| Kadant Stock (KAI) | 0.4 | $980k | -2% | 3.3k | 293.78 |
|
| Us Bancorp Del Stock (USB) | 0.4 | $975k | 25k | 39.70 |
|
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| Abbvie Stock (ABBV) | 0.3 | $806k | 4.7k | 171.52 |
|
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| Trimble Stock (TRMB) | 0.3 | $797k | 14k | 55.92 |
|
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| Tractor Supply Stock (TSCO) | 0.3 | $744k | 2.8k | 270.00 |
|
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| Schwab Charles Corp Stock (SCHW) | 0.3 | $725k | 9.8k | 73.69 |
|
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| Columbia Bkg Sys Stock (COLB) | 0.3 | $719k | +306% | 36k | 19.89 |
|
| American Express Stock (AXP) | 0.3 | $716k | 3.1k | 231.55 |
|
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| Abbott Labs Stock (ABT) | 0.2 | $670k | -2% | 6.4k | 103.91 |
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| Smucker J M Stock (SJM) | 0.2 | $625k | 5.7k | 109.04 |
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| Oreilly Automotive Stock (ORLY) | 0.2 | $585k | 554.00 | 1056.06 |
|
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| Texas Instrs Stock (TXN) | 0.2 | $574k | 2.9k | 194.53 |
|
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| Nextera Energy Stock (NEE) | 0.2 | $564k | -12% | 8.0k | 70.81 |
|
| Agilent Technologies Stock (A) | 0.2 | $561k | -2% | 4.3k | 129.63 |
|
| California Wtr Svc Group Stock (CWT) | 0.2 | $557k | -4% | 12k | 48.49 |
|
| Helios Technologies Stock (HLIO) | 0.2 | $542k | 11k | 47.75 |
|
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| Disney Walt Stock (DIS) | 0.2 | $525k | 5.3k | 99.29 |
|
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $515k | 1.2k | 441.16 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $508k | -3% | 4.4k | 115.12 |
|
| Aflac Stock (AFL) | 0.2 | $508k | 5.7k | 89.31 |
|
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| Essential Utils Stock (WTRG) | 0.2 | $505k | 14k | 37.33 |
|
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| Ge Aerospace Stock (GE) | 0.2 | $500k | 3.1k | 158.97 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $479k | -10% | 1.0k | 479.11 |
|
| Paychex Stock (PAYX) | 0.2 | $466k | 3.9k | 118.56 |
|
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| Astrazeneca Adr (AZN) | 0.2 | $460k | 5.9k | 77.99 |
|
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.2 | $452k | +109% | 4.4k | 102.70 |
|
| Pfizer Stock (PFE) | 0.2 | $421k | 15k | 27.98 |
|
|
| Costco Whsl Corp Stock (COST) | 0.1 | $388k | +3% | 456.00 | 850.02 |
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| Target Corp Stock (TGT) | 0.1 | $385k | 2.6k | 148.04 |
|
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| Amazon Stock (AMZN) | 0.1 | $378k | 2.0k | 193.25 |
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| Coca Cola Stock (KO) | 0.1 | $368k | -2% | 5.8k | 63.64 |
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| Middlesex Wtr Stock (MSEX) | 0.1 | $362k | -2% | 6.9k | 52.26 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $359k | +3% | 1.8k | 202.26 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $347k | 1.4k | 254.84 |
|
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| Lowes Cos Stock (LOW) | 0.1 | $344k | 1.6k | 220.46 |
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| Sysco Corp Stock (SYY) | 0.1 | $338k | -7% | 4.7k | 71.40 |
|
| Prologis Reit (PLD) | 0.1 | $326k | 2.9k | 112.31 |
|
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| The Cigna Group Stock (CI) | 0.1 | $325k | 983.00 | 330.57 |
|
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $324k | 888.00 | 364.51 |
|
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| Keysight Technologies Stock (KEYS) | 0.1 | $322k | 2.4k | 136.75 |
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| Walmart Stock (WMT) | 0.1 | $320k | 4.7k | 67.71 |
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| Genuine Parts Stock (GPC) | 0.1 | $314k | 2.3k | 138.32 |
|
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.1 | $313k | 6.5k | 48.13 |
|
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| 3M Stock (MMM) | 0.1 | $296k | 2.9k | 102.19 |
|
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| Mettler Toledo International Stock (MTD) | 0.1 | $296k | 212.00 | 1397.59 |
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| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $293k | 1.6k | 183.37 |
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| Verizon Communications Stock (VZ) | 0.1 | $286k | -31% | 6.9k | 41.24 |
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| Intel Corp Stock (INTC) | 0.1 | $283k | 9.1k | 30.97 |
|
|
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $277k | -8% | 6.1k | 45.40 |
|
| Waters Corp Stock (WAT) | 0.1 | $271k | 935.00 | 290.12 |
|
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $271k | 6.9k | 39.16 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $269k | 3.0k | 89.62 |
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| Vanguard Extended Duration Treasury Etf Etf (EDV) | 0.1 | $264k | +500% | 3.6k | 73.41 |
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| Church & Dwight Stock (CHD) | 0.1 | $255k | 2.5k | 103.68 |
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| Air Prods & Chems Stock (APD) | 0.1 | $252k | 977.00 | 258.05 |
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| Amphenol Corp New Cl A Stock (APH) | 0.1 | $244k | +57% | 3.6k | 67.37 |
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| Mid-amer Apt Cmntys Reit (MAA) | 0.1 | $239k | -21% | 1.7k | 142.61 |
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| Renaissancere Hldgs Stock (RNR) | 0.1 | $237k | 1.1k | 223.51 |
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| Mckesson Corp Stock (MCK) | 0.1 | $232k | 397.00 | 584.04 |
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| Oracle Corp Stock (ORCL) | 0.1 | $219k | 1.6k | 141.19 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $215k | 952.00 | 226.23 |
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| Union Pac Corp Stock (UNP) | 0.1 | $215k | 950.00 | 226.26 |
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| Fedex Corp Stock (FDX) | 0.1 | $208k | -4% | 695.00 | 299.84 |
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| Ansys Stock (ANSS) | 0.1 | $206k | 642.00 | 321.50 |
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| Acuity Brands Stock (AYI) | 0.1 | $202k | 835.00 | 241.44 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $196k | 808.00 | 242.10 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $188k | 876.00 | 215.01 |
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| Hershey Stock (HSY) | 0.1 | $184k | 1.0k | 183.83 |
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| Danaher Corporation Stock (DHR) | 0.1 | $181k | 724.00 | 249.85 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $181k | -38% | 8.0k | 22.57 |
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| Labcorp Holdings Stock (LH) | 0.1 | $175k | 859.00 | 203.51 |
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| Rtx Corporation Stock (RTX) | 0.1 | $163k | -2% | 1.6k | 100.39 |
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| Vanguard Value Etf Etf (VTV) | 0.1 | $163k | 1.0k | 160.41 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $160k | 751.00 | 213.34 |
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| Microchip Technology Stock (MCHP) | 0.1 | $158k | 1.7k | 91.50 |
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| Moodys Corp Stock (MCO) | 0.1 | $154k | -27% | 365.00 | 420.93 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $152k | 4.5k | 33.93 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $151k | 404.00 | 374.28 |
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| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.1 | $145k | -53% | 1.6k | 91.78 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $144k | +2% | 308.00 | 468.72 |
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| Tennant Stock (TNC) | 0.1 | $144k | 1.5k | 98.43 |
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| At&t Stock (T) | 0.1 | $144k | -8% | 7.5k | 19.11 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $142k | 542.00 | 262.47 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $139k | -20% | 3.3k | 41.53 |
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| Emerson Elec Stock (EMR) | 0.1 | $138k | 1.3k | 110.16 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $136k | 5.4k | 25.33 |
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| Ge Vernova Stock (GEV) | 0.0 | $134k | NEW | 783.00 | 171.51 |
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| Travelers Companies Stock (TRV) | 0.0 | $132k | 650.00 | 203.34 |
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| Carmax Stock (KMX) | 0.0 | $132k | +2% | 1.8k | 73.34 |
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| Chevron Corp Stock (CVX) | 0.0 | $132k | 843.00 | 156.42 |
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| Corning Stock (GLW) | 0.0 | $128k | 3.3k | 38.85 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $127k | +25% | 628.00 | 202.89 |
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| Fifth Third Bancorp Stock (FITB) | 0.0 | $126k | 3.5k | 36.49 |
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| Neogen Corp Stock (NEOG) | 0.0 | $126k | 8.1k | 15.63 |
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| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $126k | 11k | 11.46 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $124k | 2.0k | 63.08 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $118k | 550.00 | 214.69 |
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| Msci Stock (MSCI) | 0.0 | $118k | 245.00 | 481.75 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $117k | 451.00 | 259.31 |
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| Weyerhaeuser Co Mtn Be Reit (WY) | 0.0 | $116k | -16% | 4.1k | 28.39 |
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| Dover Corp Stock (DOV) | 0.0 | $114k | 633.00 | 180.45 |
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| Sherwin Williams Stock (SHW) | 0.0 | $113k | 380.00 | 298.43 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $113k | 650.00 | 173.36 |
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| Cencora Stock (COR) | 0.0 | $113k | 500.00 | 225.30 |
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| Alcon Ag Ord Stock (ALC) | 0.0 | $112k | 1.3k | 89.08 |
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| HP Stock (HPQ) | 0.0 | $112k | 3.2k | 35.02 |
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| Avery Dennison Corp Stock (AVY) | 0.0 | $110k | 504.00 | 218.65 |
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| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $109k | 1.2k | 91.78 |
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| Nike Inc Cl B Stock (NKE) | 0.0 | $104k | -4% | 1.4k | 75.37 |
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| Masco Corp Stock (MAS) | 0.0 | $100k | 1.5k | 66.67 |
|
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| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $96k | 6.7k | 14.49 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $96k | 300.00 | 318.55 |
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| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $91k | 3.6k | 25.44 |
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| Roper Technologies Stock (ROP) | 0.0 | $91k | +5% | 162.00 | 563.66 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $91k | -35% | 1.2k | 76.70 |
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| Yum Brands Stock (YUM) | 0.0 | $90k | 680.00 | 132.46 |
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| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $89k | 6.4k | 13.88 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $89k | NEW | 486.00 | 182.55 |
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| Wex Stock (WEX) | 0.0 | $89k | 500.00 | 177.14 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $89k | 261.00 | 339.01 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $88k | 365.00 | 241.77 |
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| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $88k | 2.1k | 42.12 |
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| Qualcomm Stock (QCOM) | 0.0 | $88k | 443.00 | 199.18 |
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| Cme Group Stock (CME) | 0.0 | $87k | 441.00 | 196.60 |
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| Global X Silver Miners Etf Etf (SIL) | 0.0 | $86k | 2.7k | 31.19 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $85k | 800.00 | 106.66 |
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| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $82k | 1.2k | 68.14 |
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| Caterpillar Stock (CAT) | 0.0 | $82k | 245.00 | 333.10 |
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| Vanguard Health Care Etf Etf (VHT) | 0.0 | $80k | 300.00 | 266.00 |
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| International Flavors&fragranc Stock (IFF) | 0.0 | $77k | 810.00 | 95.21 |
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| Atlantica Sustainable Infr Stock (AY) | 0.0 | $77k | -41% | 3.5k | 21.95 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $77k | 75.00 | 1022.73 |
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| Grainger W W Stock (GWW) | 0.0 | $77k | 85.00 | 902.24 |
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| Wec Energy Group Stock (WEC) | 0.0 | $76k | -34% | 970.00 | 78.46 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $75k | 1.3k | 57.61 |
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| Eastman Chem Stock (EMN) | 0.0 | $74k | 755.00 | 97.97 |
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| Super Micro Computer Stock (SMCI) | 0.0 | $74k | NEW | 90.00 | 819.36 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $73k | NEW | 897.00 | 81.08 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $70k | -37% | 1.2k | 59.06 |
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| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $69k | 207.00 | 333.45 |
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| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $68k | 3.2k | 21.17 |
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| Eaton Corp Stock (ETN) | 0.0 | $68k | 216.00 | 313.55 |
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| Verisk Analytics Stock (VRSK) | 0.0 | $67k | 250.00 | 269.55 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $66k | -22% | 847.00 | 77.92 |
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| Uber Technologies Stock (UBER) | 0.0 | $65k | 900.00 | 72.68 |
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| Agnico Eagle Mines Stock (AEM) | 0.0 | $65k | 1.0k | 65.40 |
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| Idacorp Stock (IDA) | 0.0 | $65k | 700.00 | 93.15 |
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| Xylem Stock (XYL) | 0.0 | $64k | -5% | 472.00 | 135.63 |
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| Price T Rowe Group Stock (TROW) | 0.0 | $64k | 551.00 | 115.31 |
|
|
| Factset Resh Sys Stock (FDS) | 0.0 | $61k | 150.00 | 408.27 |
|
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $61k | 7.4k | 8.26 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $59k | 37.00 | 1605.54 |
|
|
| Wells Fargo Stock (WFC) | 0.0 | $59k | -50% | 1.0k | 59.39 |
|
| S&p Global Stock (SPGI) | 0.0 | $59k | 133.00 | 446.00 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $59k | 500.00 | 118.13 |
|
|
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $59k | +4% | 546.00 | 107.65 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $58k | 254.00 | 229.56 |
|
|
| Alexandria Real Estate Eq Reit (ARE) | 0.0 | $57k | -28% | 490.00 | 116.97 |
|
| Worthington Enterprises Stock (WOR) | 0.0 | $57k | 1.2k | 47.33 |
|
|
| Utah Med Prods Stock (UTMD) | 0.0 | $57k | -97% | 850.00 | 66.81 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $56k | 80.00 | 700.26 |
|
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $55k | 507.00 | 108.53 |
|
|
| Ebay Stock (EBAY) | 0.0 | $55k | -17% | 1.0k | 53.72 |
|
| Dentsply Sirona Stock (XRAY) | 0.0 | $54k | -10% | 2.2k | 24.91 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $54k | 100.00 | 535.08 |
|
|
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $53k | 500.00 | 106.78 |
|
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $51k | 400.00 | 128.43 |
|
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $51k | 100.00 | 505.81 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $50k | 833.00 | 59.89 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $49k | 315.00 | 155.48 |
|
|
| Walgreens Boots Alliance Stock (WBA) | 0.0 | $48k | 4.0k | 12.10 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $48k | 108.00 | 444.85 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $48k | -16% | 446.00 | 106.62 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $48k | 610.00 | 77.85 |
|
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $47k | -14% | 840.00 | 56.04 |
|
| Ppg Inds Stock (PPG) | 0.0 | $47k | 371.00 | 125.89 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $45k | -15% | 327.00 | 138.20 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $44k | 566.00 | 77.76 |
|
|
| Principal Financial Group Stock (PFG) | 0.0 | $44k | 559.00 | 78.45 |
|
|
| Fastenal Stock (FAST) | 0.0 | $44k | 696.00 | 62.84 |
|
|
| Adobe Stock (ADBE) | 0.0 | $43k | -6% | 77.00 | 555.55 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $43k | 100.00 | 427.19 |
|
|
| Dollar Tree Stock (DLTR) | 0.0 | $43k | 400.00 | 106.77 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $43k | NEW | 1.0k | 42.59 |
|
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $40k | 1.5k | 26.88 |
|
|
| Worthington Stl Stock (WS) | 0.0 | $40k | 1.2k | 33.36 |
|
|
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $40k | -31% | 328.00 | 120.98 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $39k | 406.00 | 97.07 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $39k | -25% | 150.00 | 257.28 |
|
| Loews Corp Stock (L) | 0.0 | $38k | 513.00 | 74.74 |
|
|
| Solventum Corp Stock (SOLV) | 0.0 | $38k | NEW | 725.00 | 52.88 |
|
| Arrow Finl Corp Stock (AROW) | 0.0 | $38k | 1.5k | 26.05 |
|
|
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $38k | 2.2k | 17.00 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $37k | -27% | 641.00 | 58.03 |
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.0 | $36k | NEW | 280.00 | 127.48 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $35k | 110.00 | 313.79 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $34k | -8% | 1.0k | 33.45 |
|
| Sonoco Prods Stock (SON) | 0.0 | $34k | 675.00 | 50.72 |
|
|
| Chubb Stock (CB) | 0.0 | $34k | +11% | 134.00 | 255.08 |
|
| Cdw Corp Stock (CDW) | 0.0 | $34k | 150.00 | 223.84 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $33k | 125.00 | 267.11 |
|
|
| Motorola Solutions Stock (MSI) | 0.0 | $33k | 85.00 | 386.05 |
|
|
| United States Copper Index Fund Etf (CPER) | 0.0 | $33k | 1.2k | 27.21 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $33k | +21% | 295.00 | 110.10 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $30k | 60.00 | 505.22 |
|
|
| Newmont Corp Stock (NEM) | 0.0 | $29k | -41% | 700.00 | 41.87 |
|
| Blackstone Stock (BX) | 0.0 | $29k | 234.00 | 123.80 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $28k | 86.00 | 328.93 |
|
|
| Inari Med Stock (NARI) | 0.0 | $27k | 568.00 | 48.15 |
|
|
| Hain Celestial Group Stock (HAIN) | 0.0 | $27k | -88% | 3.9k | 6.91 |
|
| Blackrock Stock (BLK) | 0.0 | $27k | 34.00 | 787.32 |
|
|
| Vital Farms Stock (VITL) | 0.0 | $26k | -31% | 548.00 | 46.77 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $25k | 252.00 | 100.84 |
|
|
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $25k | 760.00 | 32.62 |
|
|
| Middleby Corp Stock (MIDD) | 0.0 | $25k | 200.00 | 122.61 |
|
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $25k | 225.00 | 108.78 |
|
|
| Analog Devices Stock (ADI) | 0.0 | $24k | 105.00 | 228.26 |
|
|
| Elme Communities Sh Ben Int Reit (ELME) | 0.0 | $23k | 1.5k | 15.93 |
|
|
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $23k | 400.00 | 56.81 |
|
|
| Global X Mlp & Energy Infrastructure Etf Etf (MLPX) | 0.0 | $22k | 439.00 | 51.05 |
|
|
| Veralto Corp Stock (VLTO) | 0.0 | $22k | 234.00 | 95.47 |
|
|
| Elevance Health Stock (ELV) | 0.0 | $21k | 39.00 | 541.87 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $21k | 69.00 | 303.41 |
|
|
| Highwoods Pptys Reit (HIW) | 0.0 | $20k | -13% | 770.00 | 26.27 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $20k | 300.00 | 66.05 |
|
|
| Southern Stock (SO) | 0.0 | $19k | 250.00 | 77.57 |
|
|
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $19k | 172.00 | 109.12 |
|
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $18k | 85.00 | 210.72 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $18k | 90.00 | 194.34 |
|
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $17k | 131.00 | 133.03 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $17k | 78.00 | 213.54 |
|
|
| State Str Corp Stock (STT) | 0.0 | $16k | +10% | 221.00 | 74.00 |
|
| Livewire Group Stock (LVWR) | 0.0 | $16k | 2.1k | 7.66 |
|
|
| Tesla Stock (TSLA) | 0.0 | $16k | 80.00 | 197.88 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $16k | 164.00 | 96.26 |
|
|
| Humana Stock (HUM) | 0.0 | $16k | NEW | 42.00 | 373.64 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $15k | 51.00 | 293.59 |
|
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $15k | 163.00 | 91.28 |
|
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $15k | 96.00 | 151.62 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $14k | NEW | 30.00 | 467.10 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $13k | 200.00 | 65.44 |
|
|
| Oneok Stock (OKE) | 0.0 | $13k | 155.00 | 81.55 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $13k | 200.00 | 63.03 |
|
|
| Eastern Bankshares Stock (EBC) | 0.0 | $13k | 900.00 | 13.98 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $12k | 58.00 | 207.71 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $12k | 58.00 | 200.28 |
|
|
| Ishares Global Infrastructure Etf Etf (IGF) | 0.0 | $12k | NEW | 241.00 | 47.92 |
|
| Deere & Co Stock (DE) | 0.0 | $11k | 29.00 | 373.62 |
|
|
| Lululemon Athletica Stock (LULU) | 0.0 | $11k | 36.00 | 298.69 |
|
|
| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $11k | 67.00 | 160.00 |
|
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $10k | 40.00 | 249.62 |
|
|
| Union Bankshares Stock (UNB) | 0.0 | $9.7k | 450.00 | 21.48 |
|
|
| BP Adr (BP) | 0.0 | $9.0k | 250.00 | 36.10 |
|
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $8.9k | 40.00 | 222.22 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $8.9k | 42.00 | 211.43 |
|
|
| Invesco Solar Etf Etf (TAN) | 0.0 | $8.3k | NEW | 207.00 | 40.21 |
|
| Ormat Technologies Stock (ORA) | 0.0 | $8.2k | 115.00 | 71.70 |
|
|
| Etsy Stock (ETSY) | 0.0 | $8.1k | 138.00 | 58.98 |
|
|
| Alaska Air Group Stock (ALK) | 0.0 | $8.1k | 200.00 | 40.40 |
|
|
| Ally Finl Stock (ALLY) | 0.0 | $7.9k | 200.00 | 39.67 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $7.8k | 55.00 | 141.16 |
|
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $7.7k | NEW | 578.00 | 13.32 |
|
| Aramark Stock (ARMK) | 0.0 | $7.7k | 226.00 | 34.03 |
|
|
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $6.8k | 115.00 | 59.19 |
|
|
| Beyond Meat Stock (BYND) | 0.0 | $6.2k | 930.00 | 6.71 |
|
|
| Masimo Corp Stock (MASI) | 0.0 | $6.2k | 49.00 | 125.94 |
|
|
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $6.0k | 55.00 | 109.11 |
|
|
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $5.7k | 328.00 | 17.30 |
|
|
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $4.9k | 410.00 | 11.99 |
|
|
| Fiserv Stock (FI) | 0.0 | $4.8k | NEW | 32.00 | 149.03 |
|
| Netflix Stock (NFLX) | 0.0 | $4.7k | 7.00 | 674.86 |
|
|
| Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) | 0.0 | $4.7k | NEW | 200.00 | 23.59 |
|
| Ecolab Stock (ECL) | 0.0 | $4.5k | NEW | 19.00 | 238.00 |
|
| Block Inc Cl A Stock (SQ) | 0.0 | $4.5k | 70.00 | 64.49 |
|
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $4.4k | 25.00 | 176.88 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $4.0k | 18.00 | 223.56 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $3.9k | NEW | 8.00 | 487.25 |
|
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $3.8k | 100.00 | 37.72 |
|
|
| Lincoln Elec Hldgs Stock (LECO) | 0.0 | $3.2k | NEW | 17.00 | 188.65 |
|
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $2.8k | 100.00 | 28.20 |
|
|
| Cognex Corp Stock (CGNX) | 0.0 | $2.8k | NEW | 60.00 | 46.77 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $2.7k | 20.00 | 135.10 |
|
|
| Viatris Stock (VTRS) | 0.0 | $2.7k | 250.00 | 10.63 |
|
|
| Gen Digital Stock (GEN) | 0.0 | $2.5k | 100.00 | 24.98 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $2.2k | NEW | 24.00 | 92.38 |
|
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $1.8k | 250.00 | 7.37 |
|
|
| Blackrock Flexible Income Etf Etf (BINC) | 0.0 | $1.8k | 34.00 | 52.21 |
|
|
| Metlife Stock (MET) | 0.0 | $1.5k | 22.00 | 70.18 |
|
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $1.5k | 110.00 | 13.42 |
|
|
| Vert Global Sustainable Real Estate Etf Etf (VGSR) | 0.0 | $1.4k | 148.00 | 9.67 |
|
|
| Vestis Corporation Stock (VSTS) | 0.0 | $1.4k | 111.00 | 12.27 |
|
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $1.2k | NEW | 22.00 | 54.95 |
|
| Sanofi Adr (SNY) | 0.0 | $970.000000 | 20.00 | 48.50 |
|
|
| General Mtrs Stock (GM) | 0.0 | $835.999200 | 18.00 | 46.44 |
|
|
| Symbotic Inc Class A Stock (SYM) | 0.0 | $703.000000 | 20.00 | 35.15 |
|
|
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $553.996000 | 85.00 | 6.52 |
|
|
| Tilray Brands Stock (TLRY) | 0.0 | $498.000000 | 300.00 | 1.66 |
|
|
| Growgeneration Corp Stock (GRWG) | 0.0 | $430.000000 | 200.00 | 2.15 |
|
|
| SNDL Stock (SNDL) | 0.0 | $421.999800 | 222.00 | 1.90 |
|
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $126.000000 | 5.00 | 25.20 |
|
|
| Workhorse Group Stock | 0.0 | $16.000000 | NEW | 10.00 | 1.60 |
|
| Destiny Tech100 Cef (DXYZ) | 0.0 | $15.000000 | NEW | 1.00 | 15.00 |
|
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $10.000000 | 50.00 | 0.20 |
|
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $0 | 0 | 0.00 |
|
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $0 | 0 | 0.00 |
|
|
| Srh Total Return Fund Cef (STEW) | 0.0 | $0 | 0 | 0.00 |
|
|
| Invesco Ftse Rafi Us 1000 Etf Etf (PRF) | 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 2024 Q2 filed July 10, 2024
- Clean Yield Group 2024 Q1 filed May 29, 2024
- Clean Yield Group 2023 Q4 filed Jan. 24, 2024
- Clean Yield Group 2023 Q3 filed Oct. 12, 2023
- Clean Yield Group 2023 Q2 filed July 26, 2023
- Clean Yield Group 2023 Q1 filed April 26, 2023
- Clean Yield Group 2022 Q4 filed Jan. 31, 2023
- Clean Yield Group 2022 Q3 filed Oct. 31, 2022
- Clean Yield Group 2022 Q2 filed July 18, 2022
- Clean Yield Group 2022 Q1 filed April 25, 2022
- Clean Yield Group 2021 Q4 filed Jan. 24, 2022
- Clean Yield Group 2021 Q3 filed Oct. 27, 2021
- Clean Yield Group 2021 Q2 filed July 26, 2021
- Clean Yield Group 2021 Q1 filed April 26, 2021
- Clean Yield Group 2020 Q4 filed Jan. 26, 2021
- Clean Yield Group 2020 Q3 filed Oct. 16, 2020