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