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Crestwood Advisors

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

Top 5 stock holdings are AAPL, MSFT, AMZN, HD, GOOGL, and represent 18.76% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: AB (+$86M), ROP (+$37M), QCOM (+$33M), TMO (+$28M), MTD (+$27M), DHR (+$22M), KMI (+$22M), OLED (+$21M), HD (+$21M), AAPL (+$21M).
Started 120 new stock positions in CNI, IJS, XLP, IGIB, VRTX, IUSG, CMA, AB, EXAS, LH.
Reduced shares in these 10 stocks: META (-$26M), BAC (-$21M), RMD (-$19M), JNJ (-$5.1M), MMC, SYK, Focus Finl Partners, VTEB, APH, PXD.
Sold out of its positions in BDX, DFS, EDIT, QDF, Focus Finl Partners, GWW, OTIS, UPS, ST.
Crestwood Advisors Group was a net buyer of stock by $734M.
Crestwood Advisors Group has $3.8B in assets under management (AUM), dropping by 19.58%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 365 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.7	$254M	+8%	1.5M	171.21	View chart
Microsoft Corp Stock (MSFT)	5.1	$194M		616k	315.75	View chart
Amazon Stock (AMZN)	2.5	$94M	+9%	736k	127.12	View chart
Home Depot Stock (HD)	2.3	$87M	+31%	286k	302.16	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.3	$86M	+8%	660k	130.86	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	2.2	$86M	NEW	2.8M	30.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$83M	+4%	237k	350.30	View chart
Danaher Corporation Stock (DHR)	2.0	$78M	+39%	314k	248.10	View chart
Visa Inc Com Cl A Stock (V)	2.0	$77M		333k	230.00	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.0	$76M	+2%	741k	102.54	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.9	$73M		2.0M	36.90	View chart
Fiserv Stock (FI)	1.9	$71M		627k	112.96	View chart
Costco Whsl Corp Stock (COST)	1.8	$70M	+4%	124k	564.96	View chart
Tjx Cos Stock (TJX)	1.8	$67M	+11%	757k	88.88	View chart
Adobe Stock (ADBE)	1.7	$65M	+4%	128k	509.90	View chart
Blackstone Stock (BX)	1.7	$65M		605k	107.14	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.7	$65M		210k	307.11	View chart
Honeywell Intl Stock (HON)	1.7	$65M	+9%	349k	184.74	View chart
Johnson & Johnson Stock (JNJ)	1.7	$63M	-7%	406k	155.68	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.6	$61M		1.3M	48.10	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.6	$60M	+5%	2.7M	22.04	View chart
Thermo Fisher Scientific Stock (TMO)	1.5	$56M	+99%	110k	506.17	View chart
Applied Matls Stock (AMAT)	1.3	$49M	+5%	355k	138.45	View chart
Booking Holdings Stock (BKNG)	1.3	$49M	+2%	16k	3084.00	View chart
Salesforce Stock (CRM)	1.3	$48M	+39%	237k	202.78	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$47M	+5%	360k	131.85	View chart
Xylem Stock (XYL)	1.1	$44M	+38%	481k	91.03	View chart
Sherwin Williams Stock (SHW)	1.1	$43M		169k	255.05	View chart
Schwab Charles Corp Stock (SCHW)	1.0	$39M		715k	54.90	View chart
Fortive Corp Stock (FTV)	1.0	$38M	+7%	515k	74.16	View chart
Zoetis Inc Cl A Stock (ZTS)	1.0	$37M		215k	173.98	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.0	$37M		247k	150.18	View chart
Roper Technologies Stock (ROP)	1.0	$37M	NEW	75k	484.28	View chart
Stryker Corporation Stock (SYK)	0.9	$36M	-3%	130k	273.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$35M	+50%	244k	145.02	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.9	$34M	+2%	358k	94.19	View chart
Qualcomm Stock (QCOM)	0.9	$33M	NEW	294k	111.06	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.9	$33M		130k	251.33	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.8	$31M		59.00	531477.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$31M		485k	64.35	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$31M	+27%	72k	429.43	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.8	$30M	-2%	392k	75.64	View chart
Mettler Toledo International Stock (MTD)	0.7	$27M	NEW	25k	1108.07	View chart
S&p Global Stock (SPGI)	0.7	$27M	+2%	74k	365.41	View chart
Flexshares Us Quality Low Volatility Index Fund Etf (QLV)	0.7	$27M		515k	51.52	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.7	$25M	+3%	277k	90.39	View chart
Crown Castle Reit (CCI)	0.6	$23M	-3%	254k	92.03	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$23M	+5%	462k	49.83	View chart
Procter And Gamble Stock (PG)	0.6	$22M	+22%	149k	145.86	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$22M	NEW	1.3M	16.58	View chart
Universal Display Corp Stock (OLED)	0.5	$21M	NEW	133k	156.99	View chart
Amphenol Corp New Cl A Stock (APH)	0.5	$21M	-4%	249k	83.99	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$20M	+2%	212k	94.04	View chart
Disney Walt Stock (DIS)	0.5	$20M	+39%	245k	81.04	View chart
Marsh & Mclennan Cos Stock (MMC)	0.5	$20M	-7%	104k	190.30	View chart
Quanta Svcs Stock (PWR)	0.5	$20M	NEW	105k	187.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$19M	+44%	48k	392.70	View chart
Kenvue Stock (KVUE)	0.5	$19M	NEW	925k	20.08	View chart
Oracle Corp Stock (ORCL)	0.5	$18M	+351%	174k	105.92	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$18M		41k	427.48	View chart
United Rentals Stock (URI)	0.5	$17M	-2%	39k	444.57	View chart
Eli Lilly & Co Stock (LLY)	0.5	$17M	+9%	32k	537.12	View chart
Nxp Semiconductors N V Stock (NXPI)	0.5	$17M	NEW	86k	199.92	View chart
Bank America Corp Stock (BAC)	0.4	$17M	-55%	625k	27.38	View chart
Abbvie Stock (ABBV)	0.4	$16M	+782%	110k	149.06	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$16M		45k	341.26	View chart
Edwards Lifesciences Corp Stock (EW)	0.4	$16M	NEW	223k	69.28	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.4	$14M	+1626%	279k	49.83	View chart
Sei Invts Stock (SEIC)	0.4	$14M		224k	60.23	View chart
Kla Corp Stock (KLAC)	0.4	$13M	NEW	29k	458.66	View chart
Chevron Corp Stock (CVX)	0.3	$13M	+9%	79k	168.62	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$13M	+49%	110k	117.58	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$13M		171k	75.66	View chart
Broadcom Stock (AVGO)	0.3	$12M	+1572%	15k	830.59	View chart
Merck & Co Stock (MRK)	0.3	$12M	+11%	121k	102.95	View chart
Pepsico Stock (PEP)	0.3	$12M	+296%	73k	169.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$12M	+1598%	265k	44.34	View chart
Morgan Stanley Stock (MS)	0.3	$11M		139k	81.67	View chart
Cisco Sys Stock (CSCO)	0.3	$11M	+331%	211k	53.76	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$11M		115k	94.33	View chart
Jacobs Solutions Stock (J)	0.3	$11M	NEW	79k	136.50	View chart
Stag Indl Reit (STAG)	0.3	$10M	NEW	293k	34.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$9.9M		143k	68.92	View chart
Church & Dwight Stock (CHD)	0.3	$9.6M	NEW	105k	91.63	View chart
Akamai Technologies Stock (AKAM)	0.2	$9.1M	NEW	85k	106.54	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.2	$8.4M	-3%	108k	78.15	View chart
Manulife Finl Corp Stock (MFC)	0.2	$8.1M	NEW	441k	18.28	View chart
Williams Cos Stock (WMB)	0.2	$7.9M	-6%	236k	33.70	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$7.8M	-4%	163k	47.59	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$7.7M		107k	72.38	View chart
Abbott Labs Stock (ABT)	0.2	$7.6M		79k	96.85	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$7.2M	+75%	20k	358.27	View chart
Stifel Finl Corp Stock (SF)	0.2	$7.2M	NEW	118k	61.44	View chart
Mcdonalds Corp Stock (MCD)	0.2	$7.2M	+2%	27k	263.44	View chart
Nextera Energy Stock (NEE)	0.2	$7.1M	+868%	125k	57.29	View chart
Nvidia Corporation Stock (NVDA)	0.2	$7.1M	+122%	16k	435.00	View chart
Coca Cola Stock (KO)	0.2	$6.8M	+4%	121k	55.98	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$6.5M	+874%	94k	69.40	View chart
Palo Alto Networks Stock (PANW)	0.2	$6.4M	+209%	27k	234.44	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.2	$6.3M	+90%	145k	43.70	View chart
Texas Instrs Stock (TXN)	0.2	$5.9M		37k	159.01	View chart
Servicenow Stock (NOW)	0.2	$5.8M		10k	558.96	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$5.8M		37k	155.38	View chart
Starbucks Corp Stock (SBUX)	0.2	$5.8M	+7%	63k	91.27	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$5.7M		27k	208.24	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$5.6M	+1012%	182k	30.66	View chart
State Str Corp Stock (STT)	0.1	$5.6M	+10%	83k	66.96	View chart
Analog Devices Stock (ADI)	0.1	$5.5M		31k	175.09	View chart
Trane Technologies Stock (TT)	0.1	$5.4M	NEW	27k	202.91	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$5.4M	-6%	53k	102.86	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$5.4M	+2%	14k	395.90	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$5.2M		28k	189.07	View chart
Pfizer Stock (PFE)	0.1	$5.1M	+402%	153k	33.16	View chart
Huntington Bancshares Stock (HBAN)	0.1	$5.1M	NEW	488k	10.40	View chart
Caterpillar Stock (CAT)	0.1	$5.0M	+4%	18k	273.00	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$4.8M	+65%	18k	265.98	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$4.7M	NEW	95k	49.09	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$4.6M	+73%	18k	249.35	View chart
Eog Res Stock (EOG)	0.1	$4.5M	+1353%	36k	126.76	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$4.2M	-9%	56k	75.17	View chart
Emerson Elec Stock (EMR)	0.1	$4.1M	+10%	42k	96.57	View chart
Nike Inc Cl B Stock (NKE)	0.1	$4.0M	-4%	42k	95.62	View chart
Keysight Technologies Stock (KEYS)	0.1	$3.8M	NEW	29k	132.31	View chart
Ecolab Stock (ECL)	0.1	$3.7M	NEW	22k	169.40	View chart
American Tower Corp Reit (AMT)	0.1	$3.7M	+2%	22k	164.45	View chart
Information Svcs Group Stock (III)	0.1	$3.6M		826k	4.38	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.1	$3.6M	+235%	100k	35.65	View chart
Goldman Sachs Group Stock (GS)	0.1	$3.5M	NEW	11k	323.57	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$3.5M	+746%	29k	120.85	View chart
Lazard Ltd Shs A Stock (LAZ)	0.1	$3.5M	NEW	112k	31.01	View chart
Boston Scientific Corp Stock (BSX)	0.1	$3.3M	+4%	63k	52.80	View chart
Entegris Stock (ENTG)	0.1	$3.1M	NEW	33k	93.91	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$3.0M		51k	58.90	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$3.0M	NEW	89k	33.60	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$3.0M		55k	54.57	View chart
Eaton Corp Stock (ETN)	0.1	$2.9M	NEW	13k	213.28	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$2.8M	-4%	123k	22.75	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$2.6M	+34%	12k	212.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$2.6M	-91%	8.5k	300.20	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$2.5M	-10%	34k	73.86	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$2.5M	-7%	21k	122.29	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$2.5M	NEW	95k	26.33	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$2.5M	NEW	49k	50.36	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$2.4M	+535%	30k	80.97	View chart
Amgen Stock (AMGN)	0.1	$2.4M	+16%	8.9k	268.76	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$2.3M	-3%	69k	33.65	View chart
Colgate Palmolive Stock (CL)	0.1	$2.3M	+925%	33k	71.11	View chart
Air Prods & Chems Stock (APD)	0.1	$2.3M	NEW	8.0k	283.40	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$2.1M	+205%	13k	163.93	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.1M	+247%	30k	69.82	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.0M		41k	50.04	View chart
International Business Machs Stock (IBM)	0.1	$2.0M	+41%	14k	140.30	View chart
Rtx Corporation Stock (RTX)	0.1	$2.0M	-13%	28k	71.96	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.1	$1.9M	-27%	42k	46.23	View chart
Pioneer Nat Res Stock (PXD)	0.1	$1.9M	-31%	8.3k	229.55	View chart
Hasbro Stock (HAS)	0.0	$1.9M	NEW	28k	66.14	View chart
Philip Morris Intl Stock (PM)	0.0	$1.9M	+119%	20k	92.58	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$1.8M	NEW	75k	24.72	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$1.8M	+614%	14k	128.74	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$1.8M	+2%	17k	109.68	View chart
Tesla Stock (TSLA)	0.0	$1.8M		7.2k	250.24	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.8M	NEW	24k	74.62	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$1.7M	NEW	5.0k	347.72	View chart
Stanley Black & Decker Stock (SWK)	0.0	$1.7M		21k	83.58	View chart
Wells Fargo Stock (WFC)	0.0	$1.7M	-7%	41k	40.86	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$1.6M	NEW	10k	153.84	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$1.6M	+4%	11k	139.70	View chart
Lowes Cos Stock (LOW)	0.0	$1.6M	+32%	7.5k	207.84	View chart
Digital Rlty Tr Reit (DLR)	0.0	$1.5M	NEW	13k	120.38	View chart
Arcbest Corp Stock (ARCB)	0.0	$1.5M		15k	101.65	View chart
Walmart Stock (WMT)	0.0	$1.5M	+30%	9.4k	159.93	View chart
Intel Corp Stock (INTC)	0.0	$1.4M	+32%	40k	35.55	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$1.4M	+569%	43k	33.17	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$1.3M	+4%	3.2k	408.90	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.3M		18k	72.24	View chart
Resmed Stock (RMD)	0.0	$1.3M	-93%	8.5k	147.86	View chart
Target Corp Stock (TGT)	0.0	$1.2M	NEW	11k	110.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$1.2M	+12%	7.0k	176.50	View chart
Gilead Sciences Stock (GILD)	0.0	$1.2M	NEW	16k	74.94	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.2M	+123%	2.4k	504.20	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$1.2M	-5%	24k	50.26	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.2M	+146%	4.0k	292.31	View chart
New Fortress Energy Inc Com Cl A Stock (NFE)	0.0	$1.1M	NEW	35k	32.78	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$1.1M	+30%	5.9k	194.77	View chart
Ingersoll Rand Stock (IR)	0.0	$1.1M	NEW	18k	63.72	View chart
Motorola Solutions Stock (MSI)	0.0	$1.1M	+116%	4.2k	272.22	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$1.1M	-38%	12k	91.82	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.1M		16k	68.42	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$1.1M		14k	79.44	View chart
Goldman Sachs Innovate Equity Etf Etf (GINN)	0.0	$1.1M	-12%	24k	46.70	View chart
General Electric Stock (GE)	0.0	$1.1M	+66%	9.9k	110.55	View chart
Snap On Stock (SNA)	0.0	$1.1M	NEW	4.2k	255.06	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.1M		9.5k	112.23	View chart
Ametek Stock (AME)	0.0	$1.0M	-3%	7.0k	147.76	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$1.0M	NEW	47k	21.16	View chart
Capital One Finl Corp Stock (COF)	0.0	$996k	+7%	10k	97.05	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$977k	NEW	9.6k	101.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$971k	+8%	2.3k	414.94	View chart
Deere & Co Stock (DE)	0.0	$961k	NEW	2.5k	377.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$950k	-28%	24k	39.21	View chart
Intuit Stock (INTU)	0.0	$949k	+12%	1.9k	510.98	View chart
Avnet Stock (AVT)	0.0	$949k		20k	48.19	View chart
Altria Group Stock (MO)	0.0	$940k	+137%	22k	42.05	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$927k	NEW	5.8k	160.99	View chart
Union Pac Corp Stock (UNP)	0.0	$877k	+46%	4.3k	203.65	View chart
Builders Firstsource Stock (BLDR)	0.0	$871k	NEW	7.0k	124.49	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$854k	+22%	4.0k	214.18	View chart
General Dynamics Corp Stock (GD)	0.0	$844k	+38%	3.8k	222.64	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$836k	+21%	4.2k	196.94	View chart
Illinois Tool Wks Stock (ITW)	0.0	$827k	+5%	3.6k	230.33	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$800k	-5%	21k	37.95	View chart
Duke Energy Corp Stock (DUK)	0.0	$793k	+156%	9.0k	88.26	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$788k	-2%	3.5k	224.18	View chart
American Express Stock (AXP)	0.0	$784k	+7%	5.3k	149.19	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$762k	-15%	2.8k	272.31	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$757k	-2%	3.2k	234.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$739k	+41%	17k	43.75	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$738k		3.4k	214.85	View chart
3M Company Stock (MMM)	0.0	$727k	+149%	7.8k	93.62	View chart
Dover Corp Stock (DOV)	0.0	$724k	NEW	5.2k	139.52	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$715k	-27%	1.6k	456.64	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$706k		15k	46.38	View chart
Sunrun Stock (RUN)	0.0	$700k	NEW	56k	12.56	View chart
Parker-hannifin Corp Stock (PH)	0.0	$695k	NEW	1.8k	389.44	View chart
Natural Grocers By Vitamin Cot Stock (NGVC)	0.0	$692k		54k	12.91	View chart
Automatic Data Processing Stock (ADP)	0.0	$686k	+121%	2.9k	240.57	View chart
Reynolds Consumer Prods Stock (REYN)	0.0	$678k	NEW	26k	25.63	View chart
Paycom Software Stock (PAYC)	0.0	$652k		2.5k	259.27	View chart
Conocophillips Stock (COP)	0.0	$647k	+64%	5.4k	119.80	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$641k	NEW	9.3k	68.81	View chart
Hexcel Corp Stock (HXL)	0.0	$635k	+2%	9.8k	65.14	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$618k	-51%	5.6k	110.47	View chart
American Elec Pwr Stock (AEP)	0.0	$599k	+2%	8.0k	75.22	View chart
Spdr Gold Shares Etf (GLD)	0.0	$596k	+22%	3.5k	171.46	View chart
Carrier Global Corporation Stock (CARR)	0.0	$582k	-12%	11k	55.20	View chart
Oneok Stock (OKE)	0.0	$567k	NEW	8.9k	63.43	View chart
Boeing Stock (BA)	0.0	$556k	+133%	2.9k	191.68	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$542k	-3%	9.3k	58.04	View chart
American Wtr Wks Stock (AWK)	0.0	$542k	+80%	4.4k	123.83	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.0	$528k	-23%	13k	41.93	View chart
Lululemon Athletica Stock (LULU)	0.0	$528k	-57%	1.4k	385.61	View chart
Copart Stock (CPRT)	0.0	$508k	NEW	12k	43.09	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$504k	NEW	5.3k	94.83	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$503k	NEW	23k	22.24	View chart
Netflix Stock (NFLX)	0.0	$490k	+21%	1.3k	377.71	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$488k	NEW	14k	35.34	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$484k	NEW	18k	27.37	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$477k	NEW	15k	32.46	View chart
Carlisle Cos Stock (CSL)	0.0	$449k	NEW	1.7k	259.26	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$444k		8.4k	53.18	View chart
Verizon Communications Stock (VZ)	0.0	$442k	+32%	14k	32.41	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$439k	-2%	8.8k	49.85	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$437k	NEW	4.1k	107.64	View chart
Dominion Energy Stock (D)	0.0	$437k	NEW	9.8k	44.67	View chart
Oreilly Automotive Stock (ORLY)	0.0	$430k	+15%	473.00	909.38	View chart
L3harris Technologies Stock (LHX)	0.0	$430k	-7%	2.5k	174.15	View chart
Mastec Stock (MTZ)	0.0	$426k	NEW	5.9k	71.97	View chart
Cambridge Bancorp Stock (CATC)	0.0	$418k		6.7k	62.29	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$416k	NEW	7.1k	58.93	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$413k		2.6k	159.51	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.0	$406k	+7%	4.1k	98.49	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$402k	NEW	29k	14.06	View chart
Ansys Stock (ANSS)	0.0	$401k	+42%	1.3k	297.55	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$394k	+3%	4.4k	90.40	View chart
M & T Bk Corp Stock (MTB)	0.0	$392k	+2%	3.1k	126.46	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$387k	-30%	2.5k	151.84	View chart
Wp Carey Reit (WPC)	0.0	$387k	+2%	7.1k	54.08	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$384k	+36%	4.8k	80.32	View chart
Medtronic Stock (MDT)	0.0	$384k	+73%	4.9k	78.36	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$383k	-64%	6.7k	57.60	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$377k	NEW	13k	29.32	View chart
Ball Corp Stock (BALL)	0.0	$373k	-8%	7.5k	49.78	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$369k	+51%	839.00	440.07	View chart
Markel Group Stock (MKL)	0.0	$368k		250.00	1472.49	View chart
Blackrock Stock (BLK)	0.0	$360k	+79%	556.00	646.85	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$357k	-47%	3.5k	103.32	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$356k	NEW	5.5k	64.38	View chart
At&t Stock (T)	0.0	$356k	NEW	24k	15.02	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$356k		4.4k	81.41	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$353k	NEW	12k	30.15	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$350k	NEW	2.8k	126.74	View chart
Nucor Corp Stock (NUE)	0.0	$349k	+59%	2.2k	156.38	View chart
Nutanix Inc Cl A Stock (NTNX)	0.0	$349k		10k	34.88	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$337k	NEW	5.9k	57.15	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$329k	NEW	3.3k	100.93	View chart
Exact Sciences Corp Stock (EXAS)	0.0	$328k	NEW	4.8k	68.22	View chart
Canadian Natl Ry Stock (CNI)	0.0	$325k	NEW	3.0k	108.33	View chart
The Cigna Group Stock (CI)	0.0	$320k	NEW	1.1k	286.08	View chart
Autozone Stock (AZO)	0.0	$318k	-8%	125.00	2547.30	View chart
Ishares Intermediate Government/credit Bond Etf Etf (GVI)	0.0	$318k	NEW	3.1k	101.33	View chart
Linde Stock (LIN)	0.0	$317k	NEW	852.00	372.13	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$315k	NEW	6.5k	48.65	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$312k	-30%	3.1k	102.02	View chart
Ishares Europe Etf Etf (IEV)	0.0	$305k	NEW	6.4k	47.73	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$295k	NEW	3.3k	89.22	View chart
General Mls Stock (GIS)	0.0	$295k	-29%	4.6k	63.99	View chart
International Flavors&fragranc Stock (IFF)	0.0	$294k	NEW	4.3k	68.17	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$289k	+18%	1.9k	152.44	View chart
Ford Mtr Co Del Stock (F)	0.0	$289k	NEW	23k	12.42	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$287k	-3%	1.2k	235.10	View chart
Texas Roadhouse Stock (TXRH)	0.0	$280k	NEW	2.9k	96.10	View chart
Tenable Hldgs Stock (TENB)	0.0	$280k	+19%	6.2k	44.80	View chart
Hologic Stock (HOLX)	0.0	$279k	NEW	4.0k	69.40	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.0	$277k		3.1k	89.98	View chart
Sempra Stock (SRE)	0.0	$273k	+137%	4.0k	68.03	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$270k	+16%	3.7k	73.72	View chart
Universal Health Rlty Income T Sh Ben Int Reit (UHT)	0.0	$269k	NEW	6.7k	40.43	View chart
Align Technology Stock (ALGN)	0.0	$269k	NEW	880.00	305.21	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$265k		4.2k	63.50	View chart
Canadian Imperial Bk Comm Toro Stock (CM)	0.0	$262k	-5%	6.8k	38.61	View chart
Consolidated Edison Stock (ED)	0.0	$262k	NEW	3.1k	85.53	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$260k	+8%	2.8k	93.19	View chart
Lam Research Corp Stock (LRCX)	0.0	$259k	NEW	412.00	627.52	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$252k	-20%	7.4k	33.96	View chart
Zoominfo Technologies Stock (ZI)	0.0	$250k	-7%	15k	16.40	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$249k	+3%	1.8k	137.21	View chart
Us Bancorp Del Stock (USB)	0.0	$247k	NEW	7.5k	33.06	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$246k	NEW	2.9k	84.53	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$245k	-37%	7.8k	31.45	View chart
Nasdaq Stock (NDAQ)	0.0	$245k	NEW	5.0k	48.59	View chart
Citigroup Stock (C)	0.0	$244k	NEW	5.9k	41.13	View chart
Chubb Stock (CB)	0.0	$242k	NEW	1.2k	208.18	View chart
Waters Corp Stock (WAT)	0.0	$240k	NEW	875.00	274.21	View chart
Progressive Corp Stock (PGR)	0.0	$233k	NEW	1.7k	139.33	View chart
Paccar Stock (PCAR)	0.0	$233k	NEW	2.7k	85.02	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$229k	+12%	2.6k	86.90	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$228k	NEW	1.1k	201.05	View chart
Metlife Stock (MET)	0.0	$228k	NEW	3.6k	62.92	View chart
Allstate Corp Stock (ALL)	0.0	$225k		2.0k	111.42	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$223k	+6%	2.1k	104.34	View chart
Csx Corp Stock (CSX)	0.0	$219k	-22%	7.1k	30.75	View chart
Comerica Stock (CMA)	0.0	$218k	NEW	5.3k	41.55	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$217k	NEW	3.7k	58.30	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$217k	+9%	1.6k	131.81	View chart
Raymond James Finl Stock (RJF)	0.0	$215k	NEW	2.1k	100.43	View chart
Novo-nordisk A S Adr (NVO)	0.0	$215k	NEW	2.4k	90.94	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$215k	+24%	1.9k	112.20	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$214k	NEW	2.3k	91.35	View chart
Cms Energy Corp Stock (CMS)	0.0	$214k	NEW	4.0k	53.11	View chart
Travelers Companies Stock (TRV)	0.0	$212k	NEW	1.3k	163.31	View chart
Middlesex Wtr Stock (MSEX)	0.0	$212k	NEW	3.2k	66.25	View chart
Autonation Stock (AN)	0.0	$212k	NEW	1.4k	151.40	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$211k	NEW	3.7k	56.91	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$210k	NEW	1.3k	167.37	View chart
Cimpress Plc Shs Euro Stock (CMPR)	0.0	$210k	NEW	3.0k	70.01	View chart
Entergy Corp Stock (ETR)	0.0	$208k	NEW	2.3k	92.50	View chart
American Intl Group Stock (AIG)	0.0	$204k	NEW	3.4k	60.60	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$203k	-5%	4.9k	41.42	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.0	$202k	NEW	11k	18.27	View chart
Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB)	0.0	$191k	NEW	15k	12.41	View chart
Umh Pptys Reit (UMH)	0.0	$191k	-2%	14k	14.02	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$189k	NEW	12k	15.32	View chart
Brookline Bancorp Inc Del Stock (BRKL)	0.0	$140k	NEW	15k	9.11	View chart
Vimeo Stock (VMEO)	0.0	$104k	+4%	29k	3.54	View chart
Ares Capital Corp 4.625 03/01/2024 Convertible	0.0	$91k	NEW	90k	1.01	View chart
Aspen Aerogels Stock (ASPN)	0.0	$86k		10k	8.60	View chart
Akoustis Technologies Stock (AKTS)	0.0	$84k	NEW	112k	0.75	View chart
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA)	0.0	$67k	+117%	37k	1.81	View chart
Sirius Xm Holdings Stock (SIRI)	0.0	$52k	NEW	12k	4.52	View chart
Daktari Stock (DAKT)	0.0	$41k		41k	1.00	View chart
Nokia Corp Adr (NOK)	0.0	$37k	NEW	10k	3.74	View chart
Agenus Stock (AGEN)	0.0	$37k		33k	1.13	View chart
Lumiradx Stock (LMDX)	0.0	$32k		138k	0.24	View chart
Chromadex Corp Stock (CDXC)	0.0	$32k		22k	1.46	View chart
Verde Clean Fuels Inc Wt Exp 021528 Stock (VGASW)	0.0	$11k	NEW	62k	0.18