GW & Wade
Latest statistics and disclosures from Wade G W & Inc's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, DLN, IWF, MSFT, IVV, and represent 20.91% of Wade G W & Inc's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$29M), IVV (+$18M), RWJ, QQQ, BRK.B, MCK, HIFS, SOXX, JNJ, CMCSA.
- Started 31 new stock positions in UHAL.B, TDVG, IXUS, BAX, BIDU, VVV, WBA, USB, IDRV, FNDA.
- Reduced shares in these 10 stocks: DVY (-$34M), USMV, DES, DLN, IWD, XOM, AAPL, IWN, VWO, TFC.
- Sold out of its positions in ARKK, A, BBY, CTAS, WTRG, GPN, IRDM, JEF, KR, NXST. ODFL, DGX, TSCO, UGI, UBER, Verastem, DHS, WH, DOX, LIN, NU, Rice Acquisition Corp Ii A.
- Wade G W & Inc was a net buyer of stock by $28M.
- Wade G W & Inc has $2.8B in assets under management (AUM), dropping by 5.77%.
- Central Index Key (CIK): 0001132556
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Portfolio Holdings for Wade G W & Inc
Wade G W & Inc holds 383 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $141M | 729k | 193.97 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 4.8 | $132M | -2% | 2.1M | 63.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.5 | $125M | +29% | 455k | 275.18 |
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| Microsoft Corporation (MSFT) | 3.4 | $95M | 279k | 340.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $83M | +27% | 185k | 445.71 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.8 | $77M | 949k | 81.08 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.8 | $77M | -5% | 1.0M | 74.33 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $69M | -4% | 639k | 107.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $60M | +4% | 163k | 369.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $48M | 108k | 443.28 |
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| Ishares Tr Select Divid Etf (DVY) | 1.7 | $48M | -41% | 424k | 113.30 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $46M | -6% | 292k | 157.83 |
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| Procter & Gamble Company (PG) | 1.6 | $44M | 289k | 151.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $41M | +2% | 156k | 261.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $40M | 406k | 99.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $40M | +2% | 858k | 46.18 |
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| Johnson & Johnson (JNJ) | 1.3 | $36M | +4% | 220k | 165.52 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.2 | $33M | 326k | 99.76 |
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| Amazon (AMZN) | 1.2 | $32M | +2% | 244k | 130.36 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $31M | 323k | 96.63 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $31M | 211k | 145.44 |
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| Broadcom (AVGO) | 1.1 | $29M | -3% | 34k | 867.44 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $29M | 409k | 70.48 |
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| Pepsi (PEP) | 1.0 | $27M | 145k | 185.22 |
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| Waste Management (WM) | 1.0 | $26M | 151k | 173.42 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $26M | +4% | 360k | 72.69 |
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| Honeywell International (HON) | 0.9 | $26M | 123k | 207.50 |
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| Ishares Tr Global Energ Etf (IXC) | 0.9 | $26M | -4% | 685k | 37.22 |
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| Merck & Co (MRK) | 0.9 | $25M | 212k | 115.39 |
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| Starbucks Corporation (SBUX) | 0.9 | $24M | 246k | 99.06 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.9 | $24M | +4% | 96k | 254.09 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $23M | +3% | 216k | 106.73 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $22M | 128k | 173.86 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $22M | -8% | 154k | 140.80 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $21M | 86k | 243.74 |
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| United Parcel Service CL B (UPS) | 0.8 | $21M | 116k | 179.25 |
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| Coca-Cola Company (KO) | 0.8 | $21M | +2% | 343k | 60.22 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $21M | 210k | 97.96 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $19M | +7% | 405k | 47.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $19M | +3% | 157k | 120.97 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $19M | +6% | 175k | 108.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $19M | +17% | 55k | 340.99 |
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| BlackRock (BLK) | 0.7 | $18M | 27k | 691.14 |
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| Qualcomm (QCOM) | 0.7 | $18M | 154k | 119.04 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $18M | -3% | 237k | 75.07 |
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| Goldman Sachs (GS) | 0.6 | $18M | 55k | 322.54 |
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| Nextera Energy (NEE) | 0.6 | $18M | 239k | 74.20 |
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| Rbc Cad (RY) | 0.6 | $18M | 184k | 95.51 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $18M | 57k | 308.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $18M | +4% | 108k | 161.19 |
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| Amgen (AMGN) | 0.6 | $17M | 77k | 222.02 |
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| Extra Space Storage (EXR) | 0.6 | $17M | 111k | 148.85 |
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| Pfizer (PFE) | 0.6 | $16M | 448k | 36.68 |
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| Cisco Systems (CSCO) | 0.6 | $16M | 306k | 51.74 |
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| Southern Company (SO) | 0.6 | $16M | 225k | 70.25 |
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| General Dynamics Corporation (GD) | 0.6 | $16M | 73k | 215.15 |
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| CVS Caremark Corporation (CVS) | 0.6 | $16M | +7% | 225k | 69.13 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $15M | 110k | 138.06 |
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| NVIDIA Corporation (NVDA) | 0.5 | $14M | +3% | 33k | 423.03 |
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| Manulife Finl Corp (MFC) | 0.5 | $14M | 729k | 18.91 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $13M | -2% | 118k | 109.84 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $13M | +2% | 53k | 242.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $12M | +3% | 69k | 178.27 |
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| Morgan Stanley Com New (MS) | 0.4 | $12M | -5% | 138k | 85.40 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $12M | -14% | 290k | 40.68 |
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| Chevron Corporation (CVX) | 0.4 | $12M | 75k | 157.35 |
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| Medtronic SHS (MDT) | 0.4 | $11M | -2% | 129k | 88.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $11M | 91k | 119.70 |
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| Boston Scientific Corporation (BSX) | 0.4 | $11M | 201k | 54.09 |
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| Shopify Cl A (SHOP) | 0.4 | $9.7M | -8% | 150k | 64.60 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $9.7M | +12% | 100k | 96.60 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $9.6M | +14% | 89k | 107.62 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $9.4M | -11% | 224k | 42.05 |
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| Home Depot (HD) | 0.3 | $8.6M | +2% | 28k | 310.65 |
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| Costco Wholesale Corporation (COST) | 0.3 | $7.3M | -3% | 14k | 538.37 |
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| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.3 | $7.3M | -2% | 144k | 50.49 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $7.0M | +2% | 61k | 114.93 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $6.9M | 95k | 72.50 |
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| Meta Platforms Cl A (META) | 0.2 | $6.8M | 24k | 287.00 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $6.7M | 709k | 9.45 |
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| Visa Com Cl A (V) | 0.2 | $6.4M | -2% | 27k | 237.47 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $6.1M | +9% | 18k | 343.85 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $6.0M | 194k | 30.93 |
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| Truist Financial Corp equities (TFC) | 0.2 | $5.8M | -21% | 191k | 30.35 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.7M | -8% | 68k | 83.56 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.2 | $5.6M | 108k | 51.93 |
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| Abbvie (ABBV) | 0.2 | $5.6M | -5% | 41k | 134.74 |
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| Walt Disney Company (DIS) | 0.2 | $5.5M | +3% | 62k | 89.28 |
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| McDonald's Corporation (MCD) | 0.2 | $5.5M | -3% | 18k | 298.42 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $5.5M | 95k | 57.57 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.2 | $5.5M | 45k | 121.52 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $5.4M | +3% | 14k | 393.29 |
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| Zoetis Cl A (ZTS) | 0.2 | $5.1M | +5% | 30k | 172.21 |
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| UnitedHealth (UNH) | 0.2 | $5.1M | 11k | 480.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $5.1M | -2% | 75k | 67.50 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.2 | $5.0M | +372% | 44k | 113.40 |
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| Verve Therapeutics (VERV) | 0.2 | $4.9M | 260k | 18.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $4.9M | 30k | 162.44 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.6M | -25% | 35k | 132.73 |
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| Nextgen Healthcare (NXGN) | 0.2 | $4.6M | 284k | 16.22 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $4.6M | +2% | 61k | 74.99 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.5M | +3% | 47k | 95.09 |
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| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.2 | $4.5M | -11% | 112k | 40.12 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $4.5M | 76k | 58.97 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.4M | -8% | 9.5k | 468.94 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $4.4M | -12% | 167k | 26.33 |
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| FedEx Corporation (FDX) | 0.2 | $4.3M | 17k | 247.88 |
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| Wal-Mart Stores (WMT) | 0.2 | $4.2M | +2% | 27k | 157.17 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $4.1M | +12% | 47k | 86.76 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $4.1M | +3% | 38k | 107.12 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.0M | +3% | 42k | 95.41 |
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| Oracle Corporation (ORCL) | 0.1 | $3.9M | +48% | 33k | 119.09 |
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| Eversource Energy (ES) | 0.1 | $3.9M | 55k | 70.92 |
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| Bank of America Corporation (BAC) | 0.1 | $3.7M | 131k | 28.69 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $3.7M | 62k | 59.56 |
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| Nike CL B (NKE) | 0.1 | $3.7M | +2% | 33k | 110.38 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $3.7M | 21k | 171.83 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.6M | +75% | 7.7k | 460.45 |
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| Verizon Communications (VZ) | 0.1 | $3.5M | +3% | 95k | 37.19 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $3.4M | +83% | 83k | 41.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.4M | +3% | 16k | 220.25 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.4M | 35k | 97.45 |
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| Abbott Laboratories (ABT) | 0.1 | $3.3M | 30k | 109.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | 17k | 187.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.1M | 34k | 92.97 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.0M | 58k | 52.37 |
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| McKesson Corporation (MCK) | 0.1 | $3.0M | +470% | 7.1k | 427.24 |
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| Automatic Data Processing (ADP) | 0.1 | $3.0M | +21% | 14k | 219.83 |
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| Lowe's Companies (LOW) | 0.1 | $3.0M | -6% | 13k | 225.68 |
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| Rapid7 (RPD) | 0.1 | $2.9M | 65k | 45.29 |
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| International Business Machines (IBM) | 0.1 | $2.8M | 21k | 133.82 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.8M | +4% | 58k | 48.93 |
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| Tesla Motors (TSLA) | 0.1 | $2.8M | +2% | 11k | 261.73 |
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| Booking Holdings (BKNG) | 0.1 | $2.7M | +112% | 1.0k | 2700.69 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $2.7M | +8% | 20k | 133.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.6M | 18k | 149.62 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $2.6M | -4% | 51k | 51.44 |
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| Consolidated Edison (ED) | 0.1 | $2.6M | -3% | 29k | 90.40 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $2.5M | 79k | 32.28 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.5M | 9.7k | 254.52 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.4M | -3% | 32k | 75.93 |
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| At&t (T) | 0.1 | $2.4M | +7% | 151k | 15.95 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.4M | -6% | 20k | 122.60 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 31k | 77.05 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $2.4M | +321% | 4.7k | 507.40 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.3M | -5% | 68k | 33.70 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.3M | +2% | 58k | 39.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.3M | +5% | 5.6k | 407.30 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $2.3M | +123% | 23k | 100.91 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $2.2M | -4% | 14k | 163.63 |
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| BP Sponsored Adr (BP) | 0.1 | $2.2M | 62k | 35.28 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.1M | +87% | 41k | 52.14 |
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| Netflix (NFLX) | 0.1 | $2.1M | 4.8k | 440.56 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.1M | 4.00 | 517750.00 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | 3.9k | 521.78 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.0M | +2% | 16k | 126.94 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.0M | +15% | 9.9k | 204.62 |
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| TJX Companies (TJX) | 0.1 | $2.0M | 24k | 84.78 |
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| Illinois Tool Works (ITW) | 0.1 | $2.0M | 8.0k | 250.19 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.0M | 4.2k | 478.82 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.0M | +5% | 7.5k | 265.56 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.0M | 41k | 49.29 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | +2% | 31k | 63.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.0M | -3% | 27k | 73.05 |
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| 3M Company (MMM) | 0.1 | $2.0M | +2% | 20k | 100.08 |
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| Hingham Institution for Savings (HIFS) | 0.1 | $1.9M | NEW | 8.8k | 213.19 |
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| American Tower Reit (AMT) | 0.1 | $1.9M | +15% | 9.7k | 193.96 |
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| Boeing Company (BA) | 0.1 | $1.9M | +3% | 8.9k | 211.13 |
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| Intel Corporation (INTC) | 0.1 | $1.9M | -7% | 55k | 33.44 |
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| Toast Cl A (TOST) | 0.1 | $1.8M | +44% | 82k | 22.58 |
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| Edwards Lifesciences (EW) | 0.1 | $1.8M | 19k | 94.31 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $1.8M | +3% | 9.3k | 196.42 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.1 | $1.8M | 30k | 58.57 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.7M | 799.00 | 2138.92 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | 2.4k | 718.51 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $1.7M | 65k | 25.73 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | +9% | 3.4k | 488.90 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.6M | 38k | 43.80 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.6M | +16% | 16k | 102.92 |
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| Fiserv (FI) | 0.1 | $1.6M | +335% | 13k | 126.15 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $1.6M | 26k | 62.09 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.6M | +9% | 44k | 36.39 |
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| Corning Incorporated (GLW) | 0.1 | $1.5M | +351% | 43k | 35.04 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.5M | 18k | 84.17 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.5M | 17k | 89.71 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.5M | 47k | 31.42 |
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| Analog Devices (ADI) | 0.1 | $1.5M | +2% | 7.6k | 194.76 |
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| Markel Corporation (MKL) | 0.1 | $1.5M | NEW | 1.1k | 1382.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.5M | NEW | 43k | 33.66 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | +5% | 16k | 90.39 |
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| Keurig Dr Pepper (KDP) | 0.1 | $1.4M | -11% | 46k | 31.28 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $1.4M | 51k | 26.78 |
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| Centene Corporation (CNC) | 0.0 | $1.3M | NEW | 20k | 67.47 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $1.3M | 32k | 40.40 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.3M | +3% | 2.9k | 442.06 |
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| Valvoline Inc Common (VVV) | 0.0 | $1.3M | NEW | 34k | 37.51 |
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| Caterpillar (CAT) | 0.0 | $1.3M | -17% | 5.1k | 246.14 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $1.2M | 17k | 69.98 |
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| American Express Company (AXP) | 0.0 | $1.2M | 6.8k | 174.24 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $1.2M | 4.8k | 244.80 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.1M | +277% | 4.7k | 246.04 |
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| General Mills (GIS) | 0.0 | $1.1M | 15k | 76.72 |
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| SYSCO Corporation (SYY) | 0.0 | $1.1M | 15k | 74.22 |
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| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.6k | 305.17 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.1M | 5.4k | 198.93 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $1.1M | -56% | 815.00 | 1316.56 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $1.1M | -2% | 44k | 23.92 |
|
| Deere & Company (DE) | 0.0 | $1.1M | 2.6k | 405.34 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.0M | -17% | 9.7k | 106.02 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.0M | -46% | 16k | 65.08 |
|
| General Electric Com New (GE) | 0.0 | $1.0M | 9.4k | 109.82 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.0M | 29k | 35.53 |
|
|
| State Street Corporation (STT) | 0.0 | $1.0M | 14k | 73.16 |
|
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| Activision Blizzard (ATVI) | 0.0 | $983k | NEW | 12k | 84.28 |
|
| salesforce (CRM) | 0.0 | $979k | 4.6k | 211.36 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $970k | 13k | 72.92 |
|
|
| S&p Global (SPGI) | 0.0 | $902k | 2.2k | 401.07 |
|
|
| Gilead Sciences (GILD) | 0.0 | $898k | 12k | 77.09 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $887k | -5% | 11k | 81.18 |
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $876k | +9% | 9.9k | 88.54 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $873k | -52% | 13k | 65.42 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $864k | 12k | 72.92 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $863k | NEW | 11k | 80.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $861k | -9% | 12k | 72.63 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $861k | 5.6k | 153.20 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $844k | 1.7k | 485.06 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $838k | 7.2k | 116.71 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $823k | 1.6k | 502.14 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $820k | 13k | 62.21 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $808k | 23k | 35.63 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $794k | 7.7k | 103.79 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $790k | 13k | 61.05 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $789k | 15k | 51.44 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $787k | 26k | 30.81 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $778k | 7.2k | 108.27 |
|
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $774k | NEW | 24k | 32.25 |
|
| Axon Enterprise (AXON) | 0.0 | $765k | 3.9k | 195.15 |
|
|
| Foghorn Therapeutics (FHTX) | 0.0 | $759k | NEW | 108k | 7.04 |
|
| Darden Restaurants (DRI) | 0.0 | $743k | 4.4k | 167.12 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $739k | +7% | 4.4k | 169.22 |
|
| Shell Spon Ads (SHEL) | 0.0 | $737k | +2% | 12k | 60.34 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $733k | NEW | 11k | 67.55 |
|
| Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $721k | 78k | 9.25 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $721k | 18k | 39.20 |
|
|
| Hubspot (HUBS) | 0.0 | $711k | 1.3k | 531.79 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $708k | +15% | 7.3k | 97.56 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $705k | NEW | 21k | 33.33 |
|
| Valero Energy Corporation (VLO) | 0.0 | $688k | -18% | 5.9k | 117.37 |
|
| HEICO Corporation (HEI) | 0.0 | $681k | 3.8k | 176.98 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $680k | +26% | 14k | 50.18 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $674k | +24% | 13k | 51.52 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $666k | NEW | 13k | 50.69 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $647k | NEW | 12k | 55.76 |
|
| Herman Miller (MLKN) | 0.0 | $642k | NEW | 44k | 14.77 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $613k | +9% | 6.3k | 97.83 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $597k | 1.3k | 455.73 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $582k | -42% | 3.2k | 180.02 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $573k | -9% | 4.6k | 124.57 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $572k | 6.6k | 86.55 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $564k | 54k | 10.48 |
|
|
| Novanta (NOVT) | 0.0 | $560k | 3.0k | 184.03 |
|
|
| Moderna (MRNA) | 0.0 | $552k | -5% | 4.5k | 121.48 |
|
| Global Partners Com Units (GLP) | 0.0 | $552k | 18k | 30.71 |
|
|
| Intuit (INTU) | 0.0 | $551k | -46% | 1.2k | 458.02 |
|
| Becton, Dickinson and (BDX) | 0.0 | $547k | 2.1k | 264.00 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $546k | +19% | 21k | 26.33 |
|
| Service Corporation International (SCI) | 0.0 | $534k | 8.3k | 64.65 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $523k | 10k | 51.37 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $523k | 13k | 40.08 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $505k | 5.4k | 93.47 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $502k | -4% | 2.3k | 220.18 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $494k | +2% | 4.5k | 110.59 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $489k | 2.5k | 197.34 |
|
|
| Philip Morris International (PM) | 0.0 | $489k | +4% | 5.0k | 97.59 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $488k | NEW | 9.2k | 53.16 |
|
| Affiliated Managers (AMG) | 0.0 | $483k | +110% | 3.2k | 149.95 |
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.0 | $483k | 23k | 21.06 |
|
|
| Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) | 0.0 | $480k | 6.3k | 75.70 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $477k | 9.2k | 51.67 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $476k | 4.9k | 97.88 |
|
|
| Church & Dwight (CHD) | 0.0 | $471k | 4.7k | 100.19 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $469k | +28% | 6.3k | 74.19 |
|
| Lam Research Corporation (LRCX) | 0.0 | $461k | -52% | 718.00 | 642.06 |
|
| Evergy (EVRG) | 0.0 | $459k | 7.9k | 58.39 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $452k | -7% | 9.5k | 47.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $431k | 4.0k | 108.76 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $429k | +7% | 2.1k | 200.94 |
|
| Altria (MO) | 0.0 | $428k | 9.4k | 45.31 |
|
|
| International Paper Company (IP) | 0.0 | $423k | -4% | 13k | 31.82 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $415k | 2.7k | 156.43 |
|
|
| Cigna Corp (CI) | 0.0 | $411k | 1.5k | 280.55 |
|
|
| Interpublic Group of Companies (IPG) | 0.0 | $392k | -42% | 10k | 38.61 |
|
| Expedia Group Com New (EXPE) | 0.0 | $392k | -4% | 3.6k | 109.31 |
|
| Applied Materials (AMAT) | 0.0 | $391k | -5% | 2.7k | 144.44 |
|
| ConocoPhillips (COP) | 0.0 | $381k | -45% | 3.7k | 103.59 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $374k | +5% | 4.7k | 79.61 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $369k | 7.8k | 47.16 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $368k | -20% | 5.5k | 66.75 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $353k | NEW | 5.6k | 62.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $351k | +3% | 1.0k | 341.77 |
|
| Chubb (CB) | 0.0 | $351k | 1.8k | 192.65 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $340k | -7% | 6.8k | 49.74 |
|
| Quanta Services (PWR) | 0.0 | $340k | -9% | 1.7k | 196.65 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $336k | 7.1k | 47.20 |
|
|
| RBB Motley Fool Gbl (TMFG) | 0.0 | $335k | -9% | 13k | 26.73 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $332k | +38% | 4.5k | 73.31 |
|
| Paychex (PAYX) | 0.0 | $327k | -57% | 2.9k | 111.83 |
|
| Yum! Brands (YUM) | 0.0 | $325k | 2.3k | 138.42 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $324k | NEW | 3.2k | 101.03 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $323k | 2.3k | 142.29 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $322k | NEW | 2.4k | 136.79 |
|
| Harborone Bancorp Com New (HONE) | 0.0 | $320k | 37k | 8.69 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $318k | -93% | 11k | 28.82 |
|
| AFLAC Incorporated (AFL) | 0.0 | $317k | +2% | 4.5k | 69.90 |
|
| Fastenal Company (FAST) | 0.0 | $317k | 5.4k | 58.99 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $317k | 12k | 27.33 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $313k | NEW | 2.7k | 114.03 |
|
| Aegon N V Ny Registry Shs (AEG) | 0.0 | $312k | +11% | 62k | 5.06 |
|
| PerkinElmer (RVTY) | 0.0 | $309k | 2.6k | 118.85 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $308k | -5% | 1.9k | 161.68 |
|
| Ametek (AME) | 0.0 | $299k | 1.8k | 161.80 |
|
|
| Hp (HPQ) | 0.0 | $298k | 9.7k | 30.76 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $296k | -3% | 24k | 12.55 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $296k | 7.4k | 40.23 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $296k | +13% | 2.0k | 146.10 |
|
| Travelers Companies (TRV) | 0.0 | $295k | +33% | 1.7k | 173.53 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $293k | NEW | 10k | 28.45 |
|
| Danaher Corporation (DHR) | 0.0 | $291k | +2% | 1.2k | 239.90 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $288k | +28% | 818.00 | 352.08 |
|
| Vmware Cl A Com (VMW) | 0.0 | $287k | -4% | 2.0k | 143.50 |
|
| Ford Motor Company (F) | 0.0 | $284k | -7% | 19k | 15.11 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $283k | 1.5k | 183.65 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $278k | 984.00 | 282.52 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $275k | -7% | 3.2k | 87.16 |
|
| eBay (EBAY) | 0.0 | $273k | -15% | 6.1k | 44.76 |
|
| Norfolk Southern (NSC) | 0.0 | $270k | +12% | 1.2k | 227.08 |
|
| Neogen Corporation (NEOG) | 0.0 | $268k | 12k | 21.77 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $264k | 941.00 | 280.55 |
|
|
| Hershey Company (HSY) | 0.0 | $262k | +32% | 1.0k | 249.76 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $261k | NEW | 5.2k | 50.51 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $259k | 2.9k | 89.13 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $256k | -6% | 2.2k | 114.08 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $254k | 1.1k | 235.62 |
|
|
| Clorox Company (CLX) | 0.0 | $251k | -12% | 1.6k | 158.76 |
|
| Ameriprise Financial (AMP) | 0.0 | $251k | -63% | 756.00 | 332.01 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $248k | 1.4k | 173.79 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $248k | -10% | 3.0k | 81.36 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $246k | -47% | 1.9k | 128.39 |
|
| Phillips 66 (PSX) | 0.0 | $244k | +8% | 2.6k | 95.31 |
|
| Ishares Tr Self Drivng Ev (IDRV) | 0.0 | $243k | NEW | 5.9k | 40.99 |
|
| Xcel Energy (XEL) | 0.0 | $243k | 3.9k | 62.13 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $237k | 2.0k | 116.81 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $235k | 1.4k | 165.26 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $227k | NEW | 2.0k | 113.73 |
|
| Campbell Soup Company (CPB) | 0.0 | $224k | 4.9k | 45.70 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $224k | 4.3k | 52.09 |
|
|
| Servicenow (NOW) | 0.0 | $223k | NEW | 396.00 | 563.13 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $220k | NEW | 6.7k | 33.08 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $211k | NEW | 3.0k | 70.81 |
|
| Allstate Corporation (ALL) | 0.0 | $210k | -50% | 1.9k | 109.09 |
|
| Cme (CME) | 0.0 | $210k | -15% | 1.1k | 185.02 |
|
| Target Corporation (TGT) | 0.0 | $207k | -51% | 1.6k | 132.02 |
|
| Corteva (CTVA) | 0.0 | $206k | 3.6k | 57.17 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $206k | NEW | 3.1k | 66.34 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $206k | NEW | 3.8k | 54.37 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $204k | 20k | 10.26 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $203k | -2% | 8.9k | 22.75 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $202k | 1.3k | 155.98 |
|
|
| Baxter International (BAX) | 0.0 | $201k | NEW | 4.4k | 45.56 |
|
| Honest (HNST) | 0.0 | $184k | +140% | 110k | 1.68 |
|
| Sonos (SONO) | 0.0 | $181k | 11k | 16.33 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $180k | -7% | 14k | 12.72 |
|
| Snap Cl A (SNAP) | 0.0 | $164k | 14k | 11.86 |
|
|
| Valley National Ban (VLY) | 0.0 | $150k | -20% | 19k | 7.75 |
|
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $148k | 13k | 11.77 |
|
|
| Arcutis Biotherapeutics (ARQT) | 0.0 | $140k | 15k | 9.52 |
|
|
| Net Power Com Cl A | 0.0 | $130k | NEW | 10k | 13.00 |
|
| Upwork (UPWK) | 0.0 | $100k | 11k | 9.32 |
|
|
| Forge Global Holdings (FRGE) | 0.0 | $96k | 40k | 2.42 |
|