Crestwood Advisors

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

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Positions held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 418 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.7 $261M 621k 420.72
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Apple Stock (AAPL) 5.4 $250M 1.5M 171.48
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Amazon Stock (AMZN) 3.1 $142M +4% 789k 180.38
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.3 $107M +3% 709k 150.93
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Fiserv Stock (FI) 2.3 $104M +2% 648k 159.82
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $103M 244k 420.52
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Home Depot Stock (HD) 2.1 $98M -10% 256k 383.60
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Visa Inc Com Cl A Stock (V) 2.1 $95M 339k 279.08
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 2.0 $91M +2% 2.1M 43.04
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Costco Whsl Corp Stock (COST) 1.8 $83M -7% 113k 732.63
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Danaher Corporation Stock (DHR) 1.8 $81M 326k 249.72
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Applied Matls Stock (AMAT) 1.7 $80M +3% 386k 206.23
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Tjx Cos Stock (TJX) 1.7 $79M 781k 101.42
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Blackstone Stock (BX) 1.7 $79M 601k 131.37
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Salesforce Stock (CRM) 1.7 $78M +4% 258k 301.18
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Accenture Plc Ireland Shs Class A Stock (ACN) 1.6 $73M 211k 346.61
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Adobe Stock (ADBE) 1.5 $70M +7% 138k 504.60
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Ishares National Muni Bond Etf Etf (MUB) 1.5 $69M +2% 642k 107.60
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Honeywell Intl Stock (HON) 1.5 $69M +10% 336k 205.25
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Thermo Fisher Scientific Stock (TMO) 1.5 $69M +6% 118k 581.21
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Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.4 $65M +10% 2.9M 22.77
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Booking Holdings Stock (BKNG) 1.4 $64M +8% 18k 3627.83
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.4 $63M 1.2M 50.60
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Xylem Stock (XYL) 1.4 $62M 481k 129.24
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Johnson & Johnson Stock (JNJ) 1.3 $62M 389k 158.12
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $56M +2% 369k 152.26
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Hilton Worldwide Hldgs Stock (HLT) 1.2 $55M +2% 259k 213.31
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Qualcomm Stock (QCOM) 1.1 $50M 295k 169.30
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Jpmorgan Chase & Co Stock (JPM) 1.1 $50M 247k 200.30
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Schwab Charles Corp Stock (SCHW) 1.1 $49M 682k 72.34
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Roper Technologies Stock (ROP) 1.0 $48M +6% 85k 560.84
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Sherwin Williams Stock (SHW) 1.0 $47M -20% 135k 347.33
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Fortive Corp Stock (FTV) 1.0 $45M 525k 86.02
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Ishares Core S&p 500 Etf Etf (IVV) 1.0 $45M +2% 85k 525.73
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.9 $40M -2% 351k 115.30
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Stryker Corporation Stock (SYK) 0.9 $40M -13% 111k 357.87
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Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.8 $38M +36% 494k 76.81
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.8 $37M 59.00 634440.00
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Zoetis Inc Cl A Stock (ZTS) 0.8 $37M 220k 169.21
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Constellation Brands Inc Cl A Stock (STZ) 0.8 $36M 133k 271.76
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Kla Corp Stock (KLAC) 0.8 $35M +14% 50k 698.57
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $34M -2% 460k 74.22
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Mettler Toledo International Stock (MTD) 0.7 $34M 25k 1331.29
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S&p Global Stock (SPGI) 0.7 $33M +4% 78k 425.45
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Disney Walt Stock (DIS) 0.7 $32M +5% 260k 122.36
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Flexshares Us Quality Low Volatility Index Fund Flexshares Us Quality Low V Etf (QLV) 0.6 $30M -3% 483k 60.96
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.6 $29M +4% 510k 57.57
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Kenvue Stock (KVUE) 0.6 $29M +39% 1.3M 21.46
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Eli Lilly & Co Stock (LLY) 0.6 $29M +8% 37k 777.97
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Energy Select Sector Spdr Fund Etf (XLE) 0.6 $28M +6% 297k 94.41
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Amphenol Corp New Cl A Stock (APH) 0.6 $28M 242k 115.35
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Vanguard S&p 500 Etf Etf (VOO) 0.6 $28M +8% 58k 480.70
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Quanta Svcs Stock (PWR) 0.6 $28M 106k 259.80
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United Rentals Stock (URI) 0.6 $27M -3% 37k 721.10
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Crown Castle Reit (CCI) 0.6 $25M +3% 240k 105.83
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Procter And Gamble Stock (PG) 0.6 $25M -10% 157k 162.26
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $25M -11% 255k 97.94
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Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $25M +2% 48k 523.07
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Kinder Morgan Inc Del Stock (KMI) 0.5 $23M -2% 1.3M 18.34
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Oracle Corp Stock (ORCL) 0.5 $23M 183k 125.61
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Universal Display Corp Stock (OLED) 0.5 $22M 133k 168.45
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Nxp Semiconductors N V Stock (NXPI) 0.5 $21M 86k 247.77
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Marsh & Mclennan Cos Stock (MMC) 0.5 $21M 102k 205.98
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Edwards Lifesciences Corp Stock (EW) 0.5 $21M 220k 95.56
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Bank America Corp Stock (BAC) 0.5 $21M -3% 553k 37.92
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Broadcom Stock (AVGO) 0.5 $21M +3% 16k 1325.41
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Abbvie Stock (ABBV) 0.4 $20M 109k 182.10
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Nvidia Corporation Stock (NVDA) 0.4 $19M +21% 21k 903.57
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Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $19M +396% 222k 85.27
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Merck & Co Stock (MRK) 0.3 $16M +2% 121k 131.95
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Pepsico Stock (PEP) 0.3 $14M 77k 175.01
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Exxon Mobil Corp Stock (XOM) 0.3 $14M +4% 116k 116.24
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Vanguard Real Estate Etf Etf (VNQ) 0.3 $13M -2% 153k 86.48
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Jacobs Solutions Stock (J) 0.3 $12M 81k 153.73
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $12M 111k 110.52
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Chevron Corp Stock (CVX) 0.3 $12M +2% 77k 157.74
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Ishares U.s. Energy Etf Etf (IYE) 0.3 $12M -3% 245k 49.40
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Church & Dwight Stock (CHD) 0.3 $12M +2% 110k 104.31
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Ishares Msci Eafe Etf Etf (EFA) 0.3 $12M -2% 143k 79.86
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Stag Indl Reit (STAG) 0.2 $11M 296k 38.44
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $11M 262k 43.35
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Manulife Finl Corp Stock (MFC) 0.2 $11M 436k 24.99
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $10M +11% 56k 182.61
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Abbott Labs Stock (ABT) 0.2 $10M +10% 89k 113.66
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $10M -2% 196k 51.28
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Stifel Finl Corp Stock (SF) 0.2 $10M +7% 128k 78.17
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Cisco Sys Stock (CSCO) 0.2 $9.5M -4% 191k 49.91
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Nextera Energy Stock (NEE) 0.2 $9.5M +33% 149k 63.91
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Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.2 $9.0M -15% 195k 46.48
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $9.0M -3% 20k 444.01
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Palo Alto Networks Stock (PANW) 0.2 $8.9M +16% 31k 284.13
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Williams Cos Stock (WMB) 0.2 $8.8M 227k 38.97
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Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.2 $8.8M +67% 173k 50.77
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Akamai Technologies Stock (AKAM) 0.2 $8.6M 79k 108.76
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Mcdonalds Corp Stock (MCD) 0.2 $8.2M -13% 29k 281.96
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Trane Technologies Stock (TT) 0.2 $8.1M 27k 300.20
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Servicenow Stock (NOW) 0.2 $8.1M +3% 11k 762.40
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Coca Cola Stock (KO) 0.2 $7.9M +3% 130k 61.18
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $7.9M -3% 95k 83.58
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $7.9M -6% 153k 51.60
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Caterpillar Stock (CAT) 0.2 $7.8M +9% 21k 366.42
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Sei Invts Stock (SEIC) 0.2 $7.8M 109k 71.90
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The Trade Desk Inc Com Cl A Stock (TTD) 0.2 $7.6M -11% 87k 87.42
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Lazard Stock (LAZ) 0.2 $7.5M +27% 179k 41.87
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Vanguard Small-cap Etf Etf (VB) 0.2 $7.5M +6% 33k 228.59
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Vanguard Mid-cap Etf Etf (VO) 0.2 $7.2M +6% 29k 249.86
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Mastercard Incorporated Cl A Stock (MA) 0.2 $7.2M +10% 15k 481.58
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Texas Instrs Stock (TXN) 0.1 $6.6M 38k 174.21
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Analog Devices Stock (ADI) 0.1 $6.5M +5% 33k 197.79
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Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $6.3M -10% 251k 25.28
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Huntington Bancshares Stock (HBAN) 0.1 $6.2M 447k 13.95
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $6.1M 87k 70.00
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Goldman Sachs Group Stock (GS) 0.1 $5.4M +11% 13k 417.69
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State Str Corp Stock (STT) 0.1 $5.4M -5% 70k 77.32
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Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $5.3M -17% 148k 35.91
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $5.2M +388% 86k 60.74
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Veralto Corp Stock (VLTO) 0.1 $5.2M -20% 59k 88.66
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Independent Bk Corp Mass Stock (INDB) 0.1 $5.2M 100k 52.02
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Meta Platforms Inc Cl A Stock (META) 0.1 $5.2M 11k 485.60
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Emerson Elec Stock (EMR) 0.1 $4.9M +3% 44k 113.42
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Starbucks Corp Stock (SBUX) 0.1 $4.9M -7% 53k 91.39
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Ultragenyx Pharmaceutical Stock (RARE) 0.1 $4.7M 100k 46.69
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Keysight Technologies Stock (KEYS) 0.1 $4.6M 30k 156.38
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Boston Scientific Corp Stock (BSX) 0.1 $4.5M +5% 66k 68.49
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Entegris Stock (ENTG) 0.1 $4.5M 32k 140.54
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Eog Res Stock (EOG) 0.1 $4.4M 35k 127.84
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Kimberly-clark Corp Stock (KMB) 0.1 $4.4M +13% 34k 129.35
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American Tower Corp Reit (AMT) 0.1 $4.3M -2% 22k 197.59
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Eaton Corp Stock (ETN) 0.1 $4.2M 13k 312.68
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Ecolab Stock (ECL) 0.1 $4.2M -6% 18k 230.90
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New Fortress Energy Inc Com Cl A Stock (NFE) 0.1 $4.2M NEW 137k 30.59
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Shopify Inc Cl A Stock (SHOP) 0.1 $4.2M 54k 77.17
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Pfizer Stock (PFE) 0.1 $4.0M -2% 144k 27.74
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $3.9M -10% 38k 104.73
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $3.8M 11k 337.05
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Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.1 $3.6M 49k 72.47
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $3.5M +3% 13k 259.91
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Information Svcs Group Stock (III) 0.1 $3.3M 826k 4.04
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Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.1 $3.2M +5% 55k 58.64
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $3.2M +14% 15k 210.50
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Nike Inc Cl B Stock (NKE) 0.1 $3.1M -19% 33k 93.98
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Nutanix Inc Cl A Stock (NTNX) 0.1 $3.1M +402% 50k 61.72
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Colgate Palmolive Stock (CL) 0.1 $3.0M 34k 90.05
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Technology Select Sector Spdr Fund Etf (XLK) 0.1 $2.9M +7% 14k 208.27
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Spdr Nuveen Blmbg St Munbd Etf Etf (SHM) 0.1 $2.9M -31% 62k 47.44
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International Business Machs Stock (IBM) 0.1 $2.9M -2% 15k 190.96
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Ishares U.s. Regional Banks Etf Etf (IAT) 0.1 $2.8M -22% 64k 43.38
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.8M -27% 36k 76.67
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Cbre Group Inc Cl A Stock (CBRE) 0.1 $2.8M -6% 28k 97.24
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Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $2.7M 67k 40.27
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Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.1 $2.7M +6% 84k 31.81
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Amgen Stock (AMGN) 0.1 $2.6M 9.1k 284.32
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Washington Tr Bancorp Stock (WASH) 0.1 $2.6M 95k 26.88
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Invesco S&p 500 Quality Etf Etf (SPHQ) 0.1 $2.6M +4% 42k 60.42
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $2.5M +140% 9.6k 260.73
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Ishares Biotechnology Etf Etf (IBB) 0.1 $2.5M -5% 18k 137.22
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Cvs Health Corp Stock (CVS) 0.1 $2.4M +4% 30k 79.76
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $2.4M +12% 18k 130.73
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Vertex Pharmaceuticals Stock (VRTX) 0.1 $2.3M +8% 5.5k 418.01
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Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $2.3M +2% 16k 147.73
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Wells Fargo Stock (WFC) 0.0 $2.2M 38k 57.96
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Lowes Cos Stock (LOW) 0.0 $2.2M +10% 8.6k 254.72
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $2.2M +51% 9.2k 235.79
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Rtx Corporation Stock (RTX) 0.0 $2.1M +11% 22k 97.53
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Arcbest Corp Stock (ARCB) 0.0 $2.1M 15k 142.50
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $2.1M +6% 11k 187.35
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Vanguard Value Etf Etf (VTV) 0.0 $2.1M +51% 13k 162.86
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Stanley Black & Decker Stock (SWK) 0.0 $2.1M 21k 97.93
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $2.0M -7% 24k 81.78
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Lockheed Martin Corp Stock (LMT) 0.0 $1.9M +5% 4.3k 454.82
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $1.9M +3% 10k 186.82
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Ge Aerospace Stock (GE) 0.0 $1.9M +2% 11k 175.53
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Vanguard Information Technology Etf Etf (VGT) 0.0 $1.9M +8% 3.6k 524.39
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $1.9M +333% 11k 164.35
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $1.8M +2% 20k 90.44
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Philip Morris Intl Stock (PM) 0.0 $1.8M -3% 20k 91.62
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Target Corp Stock (TGT) 0.0 $1.8M -7% 10k 177.21
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Intel Corp Stock (INTC) 0.0 $1.8M +4% 40k 44.17
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Vanguard Growth Etf Etf (VUG) 0.0 $1.8M 5.1k 344.20
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Walmart Stock (WMT) 0.0 $1.7M +183% 29k 60.17
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Netflix Stock (NFLX) 0.0 $1.7M +7% 2.8k 607.33
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Intuitive Surgical Stock (ISRG) 0.0 $1.7M +4% 4.3k 399.09
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Ingersoll Rand Stock (IR) 0.0 $1.7M 18k 94.95
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.7M 19k 91.25
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Financial Select Sector Spdr Fund Etf (XLF) 0.0 $1.7M -12% 40k 42.12
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Digital Rlty Tr Reit (DLR) 0.0 $1.7M -2% 12k 143.27
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Lennar Corp Cl A Stock (LEN) 0.0 $1.7M 9.7k 171.98
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Pioneer Nat Res Stock (PXD) 0.0 $1.7M -7% 6.3k 262.50
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.0 $1.6M +17% 33k 50.29
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Tesla Stock (TSLA) 0.0 $1.6M +7% 9.1k 175.79
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Motorola Solutions Stock (MSI) 0.0 $1.5M 4.2k 354.98
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American Express Stock (AXP) 0.0 $1.4M +19% 6.4k 227.68
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Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $1.4M +4% 17k 84.44
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $1.4M +40% 16k 91.80
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Unitedhealth Group Stock (UNH) 0.0 $1.4M +5% 2.9k 494.61
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Morgan Stanley Stock (MS) 0.0 $1.4M -88% 15k 94.16
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $1.4M -2% 22k 61.53
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Union Pac Corp Stock (UNP) 0.0 $1.3M +6% 5.5k 245.93
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Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $1.3M 14k 94.26
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Ametek Stock (AME) 0.0 $1.3M 7.0k 182.90
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $1.3M +28% 25k 50.19
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Goldman Sachs Innovate Equity Etf Etf (GINN) 0.0 $1.3M 23k 56.13
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $1.2M +3% 6.8k 183.90
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Lam Research Corp Stock (LRCX) 0.0 $1.2M +4% 1.3k 971.93
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Gilead Sciences Stock (GILD) 0.0 $1.2M 16k 73.25
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Deere & Co Stock (DE) 0.0 $1.2M 2.9k 410.75
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Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $1.1M -2% 9.1k 125.95
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Snap On Stock (SNA) 0.0 $1.1M -11% 3.7k 296.22
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Carrier Global Corporation Stock (CARR) 0.0 $1.1M +35% 19k 58.14
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Norfolk Southn Corp Stock (NSC) 0.0 $1.1M 4.3k 254.87
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Parker-hannifin Corp Stock (PH) 0.0 $1.1M 2.0k 555.69
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Intuit Stock (INTU) 0.0 $1.1M -12% 1.7k 649.90
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General Dynamics Corp Stock (GD) 0.0 $1.1M 3.8k 284.62
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Ishares Emerging Markets Dividend Etf Etf (DVYE) 0.0 $1.1M NEW 40k 26.16
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Altria Group Stock (MO) 0.0 $1.0M +2% 24k 43.62
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Ishares Russell 1000 Etf Etf (IWB) 0.0 $1.0M +8% 3.5k 288.03
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Illinois Tool Wks Stock (ITW) 0.0 $991k 3.7k 268.34
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Avnet Stock (AVT) 0.0 $976k 20k 49.58
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Natural Grocers By Vitamin Cot Stock (NGVC) 0.0 $967k 54k 18.05
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Spdr Gold Shares Etf (GLD) 0.0 $966k 4.7k 205.73
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Workday Inc Cl A Stock (WDAY) 0.0 $943k 3.5k 272.75
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $936k 3.5k 270.84
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Ares Capital Corp Cef (ARCC) 0.0 $932k NEW 45k 20.82
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Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $920k +116% 29k 32.23
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Dover Corp Stock (DOV) 0.0 $910k 5.1k 177.21
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Chefs Whse Stock (CHEF) 0.0 $882k NEW 23k 37.66
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Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $879k -98% 25k 34.74
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $872k 1.6k 556.40
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Conocophillips Stock (COP) 0.0 $848k -4% 6.7k 127.27
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Automatic Data Processing Stock (ADP) 0.0 $841k +17% 3.4k 249.72
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Clearway Energy Inc Cl C Stock (CWEN) 0.0 $835k -10% 36k 23.05
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3M Company Stock (MMM) 0.0 $811k +10% 7.6k 106.07
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Fidelity Msci Real Estate Index Etf Etf (FREL) 0.0 $810k -5% 31k 26.09
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $797k 19k 41.77
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $755k -6% 18k 41.08
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Ishares Select Dividend Etf Etf (DVY) 0.0 $753k +85% 6.1k 123.18
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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 0.0 $736k +62% 13k 55.23
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Advanced Micro Devices Stock (AMD) 0.0 $736k +38% 4.1k 180.50
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Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $725k -15% 6.7k 108.92
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $718k 9.4k 76.36
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Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.0 $715k -35% 15k 47.44
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Hexcel Corp Stock (HXL) 0.0 $710k 9.8k 72.85
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $708k +9% 6.0k 117.21
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Novo-nordisk A S Adr (NVO) 0.0 $685k +97% 5.3k 128.40
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American Elec Pwr Stock (AEP) 0.0 $680k +4% 7.9k 86.10
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L3harris Technologies Stock (LHX) 0.0 $677k 3.2k 213.10
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Carlisle Cos Stock (CSL) 0.0 $667k 1.7k 391.85
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Copart Stock (CPRT) 0.0 $661k -2% 11k 57.92
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Oneok Stock (OKE) 0.0 $658k -5% 8.2k 80.17
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Vanguard Total Bond Market Etf Etf (BND) 0.0 $635k +4% 8.7k 72.63
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American Wtr Wks Stock (AWK) 0.0 $631k +16% 5.2k 122.21
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Medtronic Stock (MDT) 0.0 $629k +30% 7.2k 87.15
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Vanguard Small Cap Value Etf Etf (VBR) 0.0 $619k +10% 3.2k 191.89
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Steel Dynamics Stock (STLD) 0.0 $601k 4.1k 148.23
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Oreilly Automotive Stock (ORLY) 0.0 $585k 518.00 1129.12
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On Semiconductor Corp Stock (ON) 0.0 $581k +3% 7.9k 73.55
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Boeing Stock (BA) 0.0 $579k 3.0k 193.00
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $569k NEW 18k 31.95
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Vanguard Financials Etf Etf (VFH) 0.0 $569k 5.6k 102.39
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Invesco Water Resources Etf Etf (PHO) 0.0 $569k 8.5k 66.57
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $563k +4% 5.9k 94.66
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Paycom Software Stock (PAYC) 0.0 $555k +10% 2.8k 199.01
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Bristol-myers Squibb Stock (BMY) 0.0 $553k +21% 10k 54.23
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Verizon Communications Stock (VZ) 0.0 $553k +39% 13k 41.96
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Duke Energy Corp Stock (DUK) 0.0 $552k -34% 5.7k 96.70
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Lululemon Athletica Stock (LULU) 0.0 $538k +2% 1.4k 390.65
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Texas Roadhouse Stock (TXRH) 0.0 $534k +5% 3.5k 154.47
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Blackrock Stock (BLK) 0.0 $529k +17% 635.00 833.70
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Mastec Stock (MTZ) 0.0 $525k 5.6k 93.25
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Sunrun Stock (RUN) 0.0 $523k 40k 13.18
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Enterprise Prods Partners Stock (EPD) 0.0 $517k 18k 29.18
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Asml Holding N V N Y Registry Adr (ASML) 0.0 $516k +4% 532.00 970.47
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Hasbro Stock (HAS) 0.0 $516k -5% 9.1k 56.52
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $513k 8.8k 58.55
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Canadian Natl Ry Stock (CNI) 0.0 $512k +30% 3.9k 131.71
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Linde Stock (LIN) 0.0 $512k +17% 1.1k 464.32
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Ball Corp Stock (BALL) 0.0 $510k 7.6k 67.36
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Cummins Stock (CMI) 0.0 $502k -6% 1.7k 294.61
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Waste Mgmt Inc Del Stock (WM) 0.0 $501k +14% 2.4k 213.15
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The Cigna Group Stock (CI) 0.0 $497k +11% 1.4k 363.17
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Ansys Stock (ANSS) 0.0 $489k +3% 1.4k 347.16
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Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $485k -10% 2.7k 179.11
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Spdr Ice Preferred Securities Etf Etf (PSK) 0.0 $478k 14k 34.87
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Cambridge Bancorp Stock (CATC) 0.0 $477k 7.0k 68.16
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Nucor Corp Stock (NUE) 0.0 $476k +4% 2.4k 197.90
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Virtu Finl Inc Cl A Stock (VIRT) 0.0 $463k NEW 23k 20.52
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $462k -4% 7.6k 61.05
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Kkr & Co Stock (KKR) 0.0 $459k +68% 4.6k 100.57
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Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $456k 4.1k 110.49
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Uber Technologies Stock (UBER) 0.0 $456k +11% 5.9k 76.99
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Walgreens Boots Alliance Stock (WBA) 0.0 $452k 21k 21.69
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $452k +12% 1.4k 320.56
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Progressive Corp Stock (PGR) 0.0 $451k +10% 2.2k 206.82
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H & E Equipment Services Stock (HEES) 0.0 $449k 7.0k 64.18
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M & T Bk Corp Stock (MTB) 0.0 $447k 3.1k 145.43
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Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $444k +7% 3.7k 118.29
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Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) 0.0 $442k -2% 12k 36.04
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $439k +77% 1.1k 397.76
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Microchip Technology Stock (MCHP) 0.0 $430k +3% 4.8k 89.71
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Citigroup Stock (C) 0.0 $427k +14% 6.8k 63.24
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Consolidated Edison Stock (ED) 0.0 $427k +2% 4.7k 90.82
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Autozone Stock (AZO) 0.0 $426k +3% 135.00 3151.65
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Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $419k -4% 4.2k 100.80
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Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $415k 4.4k 95.20
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Capital One Finl Corp Stock (COF) 0.0 $415k -69% 2.8k 148.89
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Chubb Stock (CB) 0.0 $414k +30% 1.6k 259.13
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Hologic Stock (HOLX) 0.0 $406k 5.2k 77.96
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Resmed Stock (RMD) 0.0 $401k -71% 2.0k 198.03
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At&t Stock (T) 0.0 $399k +60% 23k 17.60
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Markel Group Stock (MKL) 0.0 $393k 258.00 1521.48
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Gmo U.s. Quality Etf Etf (QLTY) 0.0 $389k NEW 13k 29.70
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Dominion Energy Stock (D) 0.0 $385k 7.8k 49.19
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Shell Plc Spon Ads Adr (SHEL) 0.0 $384k +3% 5.7k 67.04
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Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $383k 13k 29.77
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Wp Carey Reit (WPC) 0.0 $381k 6.7k 56.44
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Paccar Stock (PCAR) 0.0 $376k +9% 3.0k 123.89
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Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB) 0.0 $375k 15k 24.36
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Vanguard Health Care Etf Etf (VHT) 0.0 $374k -3% 1.4k 270.52
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Astrazeneca Adr (AZN) 0.0 $371k +32% 5.5k 67.75
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United Parcel Service Inc Cl B Stock (UPS) 0.0 $368k NEW 2.5k 148.65
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Regeneron Pharmaceuticals Stock (REGN) 0.0 $368k NEW 382.00 962.49
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Deckers Outdoor Corp Stock (DECK) 0.0 $365k +4% 388.00 941.26
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Hershey Stock (HSY) 0.0 $365k +14% 1.9k 194.50
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Northrop Grumman Corp Stock (NOC) 0.0 $357k -6% 745.00 478.72
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Ishares Europe Etf Etf (IEV) 0.0 $355k 6.4k 55.67
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Universal Health Rlty Income T Sh Ben Int Reit (UHT) 0.0 $354k +52% 9.7k 36.71
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Canadian Imperial Bk Comm Toro Stock (CM) 0.0 $345k 6.8k 50.72
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Rockwell Automation Stock (ROK) 0.0 $345k NEW 1.2k 291.33
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Taiwan Semiconductor Mfg Adr (TSM) 0.0 $342k +8% 2.5k 136.05
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Airbnb Inc Com Cl A Stock (ABNB) 0.0 $342k +12% 2.1k 164.93
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Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.0 $336k 3.1k 109.19
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Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $334k 6.5k 51.60
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Comerica Stock (CMA) 0.0 $333k 6.1k 54.99
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Autonation Stock (AN) 0.0 $331k +42% 2.0k 165.58
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Celanese Corp Del Stock (CE) 0.0 $331k 1.9k 171.86
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General Mls Stock (GIS) 0.0 $329k 4.7k 69.97
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Sempra Stock (SRE) 0.0 $324k +20% 4.5k 71.83
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Align Technology Stock (ALGN) 0.0 $319k +7% 974.00 327.92
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $318k 4.2k 76.20
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Grainger W W Stock (GWW) 0.0 $315k +13% 310.00 1017.30
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Travelers Companies Stock (TRV) 0.0 $315k 1.4k 230.06
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Metlife Stock (MET) 0.0 $314k +10% 4.2k 74.11
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $313k -17% 2.6k 121.01
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Nasdaq Stock (NDAQ) 0.0 $313k +18% 5.0k 63.10
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Exact Sciences Corp Stock (EXAS) 0.0 $311k 4.5k 69.06
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Waters Corp Stock (WAT) 0.0 $310k 900.00 344.23
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Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $309k +2% 32k 9.80
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Us Bancorp Del Stock (USB) 0.0 $307k +3% 6.9k 44.70
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Ishares Gold Trust Etf (IAU) 0.0 $307k -38% 7.3k 42.01
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Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $307k NEW 7.7k 39.81
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Dupont De Nemours Stock (DD) 0.0 $306k +45% 4.0k 76.67
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American Intl Group Stock (AIG) 0.0 $304k +6% 3.9k 78.17
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Vanguard Consumer Staples Etf Etf (VDC) 0.0 $304k NEW 1.5k 204.14
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Vanguard Energy Etf Etf (VDE) 0.0 $302k +5% 2.3k 131.72
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $300k -9% 2.9k 102.76
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Vanguard Total World Stock Etf Etf (VT) 0.0 $299k +3% 2.7k 110.50
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Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $299k 2.9k 103.01
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Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $298k -11% 4.5k 65.65
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Spdr S&p Dividend Etf Etf (SDY) 0.0 $297k NEW 2.3k 131.26
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Arista Networks Stock (ANET) 0.0 $291k +8% 1.0k 289.98
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Fastenal Stock (FAST) 0.0 $286k NEW 3.7k 77.14
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Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $285k 3.7k 77.73
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Ishares New York Muni Bond Etf Etf (NYF) 0.0 $284k -47% 5.3k 53.81
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Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $283k -5% 2.3k 125.33
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Corteva Stock (CTVA) 0.0 $280k 4.9k 57.67