Loring Wolcott Coolidge Fa

Latest statistics and disclosures from Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's latest quarterly 13F-HR filing:

Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Companies in the Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MasterCard Incorporated (MA) 7.45 1.84M 241.56
Microsoft Corporation (MSFT) 5.58 2.11M 157.71
American Tower Reit 5.54 1.52M 217.75
Fiserv (FISV) 4.49 2.82M +2% 94.99
Danaher Corporation (DHR) 4.26 1.84M 138.41
Intuit (INTU) 3.92 1.02M 230.00
Stryker Corporation (SYK) 3.64 1.30M +2% 166.49
TJX Companies (TJX) 3.50 4.36M 47.81
Paycom Software 2.93 866033 -3% 202.01
Automatic Data Processing (ADP) 2.87 1.25M 136.68
Becton, Dickinson and (BDX) 2.82 731624 +2% 229.77
Alphabet Inc Class A cs 2.65 136156 1161.95
Amazon (AMZN) 2.63 80583 +2% 1949.72
Adobe Systems Incorporated (ADBE) 2.58 483133 +4% 318.24
Abbott Laboratories (ABT) 2.44 1.85M 78.91
Canadian Natl Ry Co 2.38 1.83M -2% 77.63
Apple (AAPL) 2.13 500088 254.29
Wright Express 1.99 1.14M -7% 104.55
Church & Dwight (CHD) 1.95 1.81M -10% 64.18
Visa (V) 1.80 664785 161.12
Starbucks Corporation (SBUX) 1.62 1.47M 65.74
Walt Disney Company (DIS) 1.55 956562 96.60
Unilever (UL) 1.54 1.82M -5% 50.57
salesforce (CRM) 1.50 619864 +7% 143.98
Nxp Semiconductors N V 1.32 952985 -6% 82.93
NIKE (NKE) 1.27 918041 82.74
Roper Industries (ROP) 1.14 218326 +26% 311.81
Ecolab (ECL) 1.07 411423 -3% 155.83
Facebook Inc cl a 1.06 378797 +18% 166.80
Thermo Fisher Scientific (TMO) 1.05 221639 283.60
EOG Resources (EOG) 0.93 1.55M +4% 35.92
Procter & Gamble Company (PG) 0.91 494990 -4% 110.00
Johnson & Johnson (JNJ) 0.88 400097 -6% 131.13
HDFC Bank (HDB) 0.86 1.33M -2% 38.46
Home Depot (HD) 0.82 261998 +3% 186.71
Philip Morris International (PM) 0.66 535702 72.96
Berkshire Hathaway (BRK.B) 0.65 213245 182.83
IDEXX Laboratories (IDXX) 0.60 148376 242.24
Union Pacific Corporation (UNP) 0.58 247356 141.04
Trade Desk 0.51 157139 +28% 193.00
Colgate-Palmolive Company (CL) 0.46 412332 -19% 66.36
Jack Henry & Associates (JKHY) 0.44 168466 -17% 155.24
Pepsi (PEP) 0.42 207566 -4% 120.10
Exxon Mobil Corporation (XOM) 0.40 627950 -11% 37.97
Alphabet Inc Class C cs 0.40 20507 -5% 1162.82
McDonald's Corporation (MCD) 0.39 141795 165.35
Iqvia Holdings Inc 0.39 215115 +8885% 107.86
Accenture 0.38 139334 163.26
Lowe's Companies (LOW) 0.38 265025 -6% 86.05
Broadridge Financial Solutions (BR) 0.37 231072 94.83
Analog Devices (ADI) 0.35 231405 89.65
United Technologies Corporation (UTX) 0.34 212012 -12% 94.33
QUALCOMM (QCOM) 0.31 269079 -2% 67.65
Paypal Holdings 0.31 191739 +9% 95.74
Edwards Lifesciences (EW) 0.30 94439 +4% 188.62
Discovery Communications (DISCA) 0.29 896669 -30% 19.44
Ross Stores (ROST) 0.28 193809 -2% 86.97
Amgen (AMGN) 0.28 81957 -6% 202.73
Fortive 0.23 248583 -55% 55.19
Align Technology (ALGN) 0.20 69229 173.94
MSCI (MSCI) 0.17 36025 288.97
Intel Corporation (INTC) 0.16 173712 -7% 54.12
Cabot Corporation (CBT) 0.14 314421 26.12
Merck & Co (MRK) 0.12 94818 76.94
Illinois Tool Works (ITW) 0.12 52221 -6% 142.13
First Republic Bank/san F 0.12 85713 -2% 82.28
CVS Caremark Corporation (CVS) 0.11 110421 -45% 59.33
Abbvie 0.11 84889 -4% 76.19
Veeva Sys Inc cl a 0.11 41288 156.36
State Street Corporation (STT) 0.10 116557 53.27
Coca-Cola Company (KO) 0.10 137451 -6% 44.25
Air Products & Chemicals (APD) 0.10 29970 -16% 199.61
Honeywell International (HON) 0.10 43668 133.78
iShares S&P; 500 Index (IVV) 0.10 23886 -8% 258.39
Estee Lauder Companies (EL) 0.09 31844 +3% 159.34
JPMorgan Chase & Co. (JPM) 0.08 51127 -4% 90.03
Chevron Corporation (CVX) 0.08 68037 -7% 72.46
Amcor Plc 0.08 569265 -10% 8.12
3M Company (MMM) 0.07 30651 -23% 136.50
Cisco Systems (CSCO) 0.07 99530 -7% 39.31
Paychex (PAYX) 0.07 67995 62.92
Wal-Mart Stores (WMT) 0.06 32687 -2% 113.62
Bristol Myers Squibb (BMY) 0.06 60251 55.73
Watsco, Incorporated (WSO) 0.06 21573 158.02
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.06 19223 -14% 175.68
Rockwell Automation (ROK) 0.06 22719 150.93
Cintas Corporation (CTAS) 0.05 18175 173.21
Tyler Technologies (TYL) 0.05 10115 -4% 296.59
McCormick & Company, Incorporated (MKC) 0.05 19744 141.21
Vanguard Total Stock Market ETF (VTI) 0.05 22718 -10% 128.93
Everbridge, Inc. Cmn 0.05 25322 -9% 106.35
Costco Wholesale Corporation (COST) 0.04 8064 +2% 285.09
Pfizer (PFE) 0.04 69006 -2% 32.63
Norfolk Southern (NSC) 0.04 16217 -2% 146.02
Brown-Forman Corporation (BF.B) 0.04 46095 -2% 55.52
Biogen Idec (BIIB) 0.04 8284 316.39
Enbridge Inc 0.04 74715 29.08
ABIOMED (ABMD) 0.04 16470 +3% 145.13
Qualys 0.04 28180 +13% 86.98
Walgreen Boots Alliance 0.04 46241 -24% 45.76
Comcast Corporation (CMCSA) 0.03 48546 34.38
SPDR S&P; 500 ETF (SPY) 0.03 7239 -15% 257.77
Cummins (CMI) 0.03 13491 -48% 135.35
NVIDIA Corporation (NVDA) 0.03 7168 263.53
Novartis AG (NVS) 0.03 20886 -2% 82.45
ConocoPhillips (COP) 0.03 57376 -6% 30.80
Deere & Company (DE) 0.03 12466 -4% 138.14
Diageo (DEO) 0.03 13736 -6% 127.11
General Mills (GIS) 0.03 28780 -19% 52.78
Intuitive Surgical (ISRG) 0.03 3155 -8% 495.09
Illumina (ILMN) 0.03 6678 273.14
iShares Russell 1000 Index (IWB) 0.03 13225 141.55
Zoetis Inc Cl A 0.03 17416 +5% 117.71
Ihs Markit Ltd Shs stock 0.03 27326 -6% 60.02
Invesco Qqq Trust Series 1 0.03 10643 +20% 190.36
Bank of America Corporation (BAC) 0.02 45722 -12% 21.24
SYSCO Corporation (SYY) 0.02 32577 -65% 45.62
Wells Fargo & Company (WFC) 0.02 48287 28.70
Boeing Company (BA) 0.02 6370 -41% 149.14
Berkshire Hathaway (BRK.A) 0.02 5 272000.00
International Business Machines (IBM) 0.02 11011 -5% 110.89
Nextera Energy Inc C om 0.02 4789 +4% 240.55
Target Corporation (TGT) 0.02 11646 92.99
Unilever N.V. (UN) 0.02 21144 -4% 48.81
iShares MSCI EAFE Index Fund (EFA) 0.02 17688 -4% 53.48
FactSet Research Systems (FDS) 0.02 4855 260.76
Dover Corporation (DOV) 0.02 12515 83.98
Netflix (NFLX) 0.02 2673 -15% 375.61
Brookline Ban (BRKL) 0.02 112447 11.28
Vanguard Dividend Appreciation ETF (VIG) 0.02 11420 -5% 103.42
O'reilly Automotive Inc 0.02 3581 301.03
Alibaba Group Holding Ltd Spon 0.02 5560 -14% 194.42
Booking Holdings 0.02 1048 -21% 1345.42
BP (BP) 0.01 14699 +4% 24.42
iShares MSCI Emerging Markets Indx (EEM) 0.01 12835 -9% 34.13
Corning Incorporated (GLW) 0.01 29693 -36% 20.54
CME (CME) 0.01 2619 +5% 172.97
U.S. Ban (USB) 0.01 18989 -12% 34.44
American Express Company (AXP) 0.01 9748 -5% 85.66
Fidelity National Information Services (FIS) 0.01 4913 121.72
PNC Financial Services (PNC) 0.01 5803 -14% 95.64
Discover Financial Services (DFS) 0.01 13275 -4% 35.71
Northern Trust Corporation (NTRS) 0.01 8577 -8% 75.43
Moody's Corporation (MCO) 0.01 2477 211.55
Caterpillar (CAT) 0.01 3827 116.02
FedEx Corporation (FDX) 0.01 6874 -3% 121.33
Eli Lilly & Co. (LLY) 0.01 4435 -5% 138.67
Dominion Resources (D) 0.01 6666 72.16
General Electric Company (GE) 0.01 93354 -4% 7.94
AT&T; (T) 0.01 13123 29.19
Kimberly-Clark Corporation (KMB) 0.01 3684 -20% 127.85
Northrop Grumman Corporation (NOC) 0.01 1127 302.57
Stanley Black & Decker (SWK) 0.01 3350 100.00
V.F. Corporation (VFC) 0.01 12038 54.08
AFLAC Incorporated (AFL) 0.01 9303 34.29
Boston Scientific Corporation (BSX) 0.01 10132 32.67
Timken Company (TKR) 0.01 16000 32.31
Verizon Communications (VZ) 0.01 12043 -11% 53.72
ABM Industries (ABM) 0.01 12880 24.38
Emerson Electric (EMR) 0.01 7771 -14% 47.61
Mettler-Toledo International (MTD) 0.01 760 -19% 690.79
Raytheon Company (RTN) 0.01 5974 131.07
Altria (MO) 0.01 22101 -9% 38.69
Marsh & McLennan Companies (MMC) 0.01 8327 -4% 86.47
Parker-Hannifin Corporation (PH) 0.01 2580 129.84
Royal Dutch Shell (RDS.A) 0.01 21392 -14% 34.87
UnitedHealth (UNH) 0.01 2700 +107% 249.26
Weyerhaeuser Company (WY) 0.01 22944 16.95
Gilead Sciences (GILD) 0.01 10622 -11% 74.75
Novo Nordisk A/S (NVO) 0.01 11400 -29% 60.18
Pool Corporation (POOL) 0.01 1800 196.67
Balchem Corporation (BCPC) 0.01 7330 -30% 98.77
Xcel Energy (XEL) 0.01 11422 60.32
Fastenal Company (FAST) 0.01 12450 31.25
MercadoLibre (MELI) 0.01 700 NEW 488.57
Constellation Brands (STZ) 0.01 3822 +4% 143.38
Zimmer Holdings (ZMH) 0.01 3402 101.12
Donaldson Company (DCI) 0.01 9533 -14% 38.60
SPDR Gold Trust (GLD) 0.01 3377 -3% 148.06
iShares Russell 2000 Index (IWM) 0.01 2941 114.59
Cabot Microelectronics Corporation (CCMP) 0.01 5407 -26% 114.11
Euronet Worldwide (EEFT) 0.01 3746 +16% 85.69
British American Tobac (BTI) 0.01 11575 -7% 34.21
Monro Muffler Brake (MNRO) 0.01 10655 43.83
Valmont Industries (VMI) 0.01 6820 -5% 106.01
Kansas City Southern (KSU) 0.01 3600 127.22
iShares S&P; MidCap 400 Index (IJH) 0.01 3277 -20% 143.73
Simon Property (SPG) 0.01 6299 54.93
SPDR Dow Jones Industrial Average ETF (DIA) 0.01 2000 219.00
SPDR S&P; MidCap 400 ETF (MDY) 0.01 2390 +4% 262.76
Tesla Motors (TSLA) 0.01 1622 524.04
iShares S&P; SmallCap 600 Index (IJR) 0.01 14804 -14% 56.13
Vanguard European ETF (VGK) 0.01 15700 43.25
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.01 4885 NEW 97.44
Ishares Tr cmn 0.01 3252 +25% 99.94
Xylem 0.01 7930 +8% 65.07
Servicenow 0.01 2527 -11% 286.51
Wp Carey 0.01 10000 58.10
Mondelez Int 0.01 17531 -14% 50.08
Lamar Advertising Co-a 0.01 6885 -5% 51.27
Medtronic 0.01 3400 -38% 90.29
Match 0.01 7000 NEW 66.00
Chubb 0.01 5637 -3% 111.76
S&p Global 0.01 2821 -3% 244.95
Cigna Corp New 0.01 3647 177.13
Dow Inc 0.01 20272 -2% 29.25
Corteva Inc Com 0.01 16903 -18% 23.49
Dupont De Nemours Inc Com 0.01 21568 34.08
Huntington Bancshares Incorporated (HBAN) 0.00 1086 +8% 8.29
Hasbro (HAS) 0.00 1994 71.72
Cognizant Technology Solutions (CTSH) 0.00 5282 -94% 46.38
Petroleo Brasileiro SA (PBR) 0.00 3475 -51% 5.47
Owens Corning (OC) 0.00 575 38.26
Portland General Electric Company (POR) 0.00 1143 48.12
ANSYS (ANSS) 0.00 46 239.13
Annaly Capital Management (NLY) 0.00 1965 NEW 5.09
BlackRock (BLK) 0.00 490 +2% 440.82
Goldman Sachs (GS) 0.00 150 153.33
Progressive Corporation (PGR) 0.00 1107 74.07
Renaissance Re Holdings Ltd Cmn 0.00 400 -27% 150.00
Assurant (AIZ) 0.00 14 71.43
Principal Financial (PFG) 0.00 450 -24% 31.11
Bank of New York Mellon Corporation (BK) 0.00 550 NEW 34.55
Lincoln National Corporation (LNC) 0.00 1953 +25% 26.11
MGIC Investment (MTG) 0.00 1750 6.29
Arthur J. Gallagher & Co. (AJG) 0.00 12 0.00
Ameriprise Financial (AMP) 0.00 574 102.79
People's United Financial (PBCT) 0.00 5573 -28% 11.13
NASDAQ OMX (NDAQ) 0.00 23 86.96
Affiliated Managers (AMG) 0.00 300 NEW 60.00
Cabot Oil & Gas Corporation (COG) 0.00 5385 17.27
CSX Corporation (CSX) 0.00 285 56.14
Devon Energy Corporation (DVN) 0.00 500 -46% 6.00
IAC/InterActive (IACI) 0.00 46 173.91
M&T; Bank Corporation (MTB) 0.00 840 103.57
Range Resources (RRC) 0.00 4680 2.35
Waste Management (WM) 0.00 258 -16% 93.02
Dick's Sporting Goods (DKS) 0.00 200 20.00
Baxter International (BAX) 0.00 1225 -3% 80.82
Vertex Pharmaceuticals Incorporated (VRTX) 0.00 685 -18% 237.96
Sony Corporation (SNE) 0.00 300 60.00
Bunge Limited 0.00 551 41.74
Consolidated Edison (ED) 0.00 2600 -16% 78.08
FirstEnergy (FE) 0.00 1931 39.88
United Parcel Service (UPS) 0.00 2875 -14% 93.57
Apache Corporation (APA) 0.00 500 -89% 4.00
Autodesk (ADSK) 0.00 955 +139% 156.02
CarMax (KMX) 0.00 5125 53.85
Cerner Corporation (CERN) 0.00 2225 +36% 62.92
Citrix Systems (CTXS) 0.00 672 -42% 141.37
Copart (CPRT) 0.00 18 55.56
Core Laboratories N.V. (CLB) 0.00 275 -97% 10.91
Genuine Parts Company (GPC) 0.00 1274 -9% 67.50
H&R; Block (HRB) 0.00 8044 14.05
Hologic (HOLX) 0.00 33 30.30
LKQ Corporation (LKQX) 0.00 2600 -43% 20.38
Newmont Mining Corporation (NEM) 0.00 3463 -41% 45.34
Nucor Corporation (NUE) 0.00 500 36.00
Public Storage (PSA) 0.00 100 200.00
Ryder System (R) 0.00 500 26.00
T. Rowe Price (TROW) 0.00 500 98.00
Sherwin-Williams Company (SHW) 0.00 380 460.53
W.W. Grainger (GWW) 0.00 252 250.00
Global Payments (GPN) 0.00 557 +505% 143.63
Molson Coors Brewing Company (TAP) 0.00 500 40.00
Transocean Ltd. 0.00 3195 1.25
Harley-Davidson (HOG) 0.00 725 NEW 19.31
Tiffany & Co. (TIF) 0.00 665 -76% 129.32
Verisign (VRSN) 0.00 509 180.75
Vulcan Materials Company (VMC) 0.00 9 NEW 0.00
Akamai Technologies (AKAM) 0.00 350 91.43
Morgan Stanley (MS) 0.00 679 +8% 33.87
International Paper Company (IP) 0.00 625 30.40
Newell Rubbermaid (NWL) 0.00 5389 13.36
SVB Financial (SIVB) 0.00 101 -78% 148.51
Nokia Corporation (NOK) 0.00 1000 NEW 3.00
Cooper Companies (COO) 0.00 10 -60% 300.00
Whirlpool Corporation (WHR) 0.00 225 84.44
United Rentals (URI) 0.00 200 105.00
AmerisourceBergen (ABC) 0.00 70 -79% 85.71
Cincinnati Financial Corporation (CINF) 0.00 600 75.00
Foot Locker (FL) 0.00 600 21.67
Xilinx (XLNX) 0.00 50 -75% 80.00
Coherent (COHR) 0.00 250 108.00
Unum (UNM) 0.00 825 14.55
Plantronics (PLT) 0.00 650 10.77
Tyson Foods (TSN) 0.00 500 58.00
Eastman Chemical Company (EMN) 0.00 300 46.67
AstraZeneca (AZN) 0.00 998 45.09
Synopsys (SNPS) 0.00 875 +3400% 129.14
Cadence Design Systems (CDNS) 0.00 42 71.43
Valero Energy Corporation (VLO) 0.00 69 +40% 43.48
Waters Corporation (WAT) 0.00 250 -47% 184.00
CenturyLink (CTL) 0.00 1206 9.12
Kroger (KR) 0.00 1553 30.26
Yum! Brands (YUM) 0.00 1820 68.68
McKesson Corporation (MCK) 0.00 1148 -16% 135.02
PerkinElmer (PKI) 0.00 26 76.92
Callaway Golf Company (ELY) 0.00 1180 NEW 10.17
Lockheed Martin Corporation (LMT) 0.00 33 333.33
AEGON N.V. (AEG) 0.00 8920 2.47
Allstate Corporation (ALL) 0.00 1043 -32% 92.04
Cenovus Energy Inc C om 0.00 1820 NEW 2.20
eBay (EBAY) 0.00 1500 -31% 30.00
GlaxoSmithKline (GSK) 0.00 950 37.89
Occidental Petroleum Corporation (OXY) 0.00 21454 -97% 11.56
Schlumberger (SLB) 0.00 9617 -30% 13.52
Texas Instruments Incorporated (TXN) 0.00 616 -9% 100.65
American Electric Power Company (AEP) 0.00 905 -10% 79.56
Agilent Technologies Inc C ommon 0.00 514 71.98
Canadian Pacific Railway Ltd 0.00 570 219.30
Ford Motor Company (F) 0.00 1000 5.00
TOTAL S.A. (TOT) 0.00 4320 37.27
Williams Companies (WMB) 0.00 3500 14.29
Freeport-McMoRan Copper & Gold (FCX) 0.00 30 NEW 0.00
Stericycle (SRCL) 0.00 700 48.57
Lazard Ltd-cl A shs a 0.00 650 23.08
Henry Schein (HSIC) 0.00 520 -61% 50.00
Southern Company (SO) 0.00 850 54.12
Brown-Forman Corporation (BF.A) 0.00 355 50.70
General Dynamics Corporation (GD) 0.00 475 132.63
Manpower (MAN) 0.00 375 53.33
Clorox Company (CLX) 0.00 455 173.63
Prudential Financial (PRU) 0.00 300 53.33
Sturm, Ruger & Company (RGR) 0.00 95 52.63
Hershey Company (HSY) 0.00 443 +65% 133.18
Kellogg Company (K) 0.00 1133 60.02
Dollar Tree (DLTR) 0.00 91 76.92
D.R. Horton (DHI) 0.00 60 33.33
Coca-Cola Bottling Co. Consolidated (COKE) 0.00 312 208.33
AutoZone (AZO) 0.00 14 857.14
Discovery Communications (DISCK) 0.00 16506 -9% 17.57
Omni (OMC) 0.00 860 -48% 54.65
AvalonBay Communities (AVB) 0.00 384 148.44
Vornado Realty Trust (VNO) 0.00 2000 36.00
CoStar (CSGP) 0.00 8 625.00
ConAgra Foods (CAG) 0.00 2666 29.26
NewMarket Corporation (NEU) 0.00 4 500.00
Sempra Energy (SRE) 0.00 6 NEW 0.00
Alliance Data Systems Corporation (ADS) 0.00 175 34.29
Applied Materials (AMAT) 0.00 1444 45.71
Aptar (ATR) 0.00 833 -20% 99.64
C.H. Robinson Worldwide (CHRW) 0.00 1590 66.04
First Solar (FSLR) 0.00 3265 36.14
Oracle Corporation (ORCL) 0.00 638 -81% 48.59
Pioneer Natural Resources (PXD) 0.00 2000 70.00
J.M. Smucker Company (SJM) 0.00 2537 -12% 111.15
Varian Medical Systems (VAR) 0.00 560 101.79
Meredith Corporation (MDP) 0.00 455 -28% 13.19
Toyota Motor Corporation (TM) 0.00 290 120.69
Carlisle Companies (CSL) 0.00 130 123.08
Avis Budget (CAR) 0.00 450 13.33
ACCO Brands Corporation (ABD) 0.00 3500 5.14
Advanced Micro Devices (AMD) 0.00 500 46.00
NetEase (NTES) 0.00 600 -40% 321.67
Amphenol Corporation (APH) 0.00 2400 +50% 72.92
iShares NASDAQ Biotechnology Index (IBB) 0.00 84 107.14
Energy Select Sector SPDR (XLE) 0.00 1500 -77% 29.33
Industrial SPDR (XLI) 0.00 600 NEW 58.33
Activision Blizzard (ATVI) 0.00 27 -98% 74.07
Wyndham Worldwide Corporation (WYN) 0.00 1520 21.71
Entergy Corporation (ETR) 0.00 502 93.63
Baidu (BIDU) 0.00 1965 100.76
Enterprise Products Partners 0.00 5790 -16% 14.34
Key (KEY) 0.00 820 10.98
Marvell Technology Group Ltd 0.00 26 NEW 0.00
Old National Ban (ONB) 0.00 18966 -13% 13.18
Sun Life Financial Inc 0.00 6000 -14% 32.17
AeroVironment (AVAV) 0.00 500 60.00
Apogee Enterprises (APOG) 0.00 825 20.61
Lam Research Corporation (LRCX) 0.00 7 285.71
Macquarie Infrastructure Company (MIC) 0.00 365 NEW 24.66
MKS Instruments (MKSI) 0.00 400 82.50
Pennsylvania R.E.I.T. (PEI) 0.00 1585 NEW 0.63
TowneBank (TOWN) 0.00 3510 17.95
Acuity Brands (AYI) 0.00 240 +500% 87.50
Chipotle Mexican Grill (CMG) 0.00 297 653.20
Quest Diagnostics Incorporated (DGX) 0.00 1860 -2% 80.11
Essex Property Trust (ESS) 0.00 6 166.67
Energy Transfer Equity (ETE) 0.00 10413 4.61
Hill-Rom Holdings (HRC) 0.00 24 83.33
IPG Photonics Corporation (IPGP) 0.00 15 133.33
Banco Itau Holding Financeira S.A. (ITUB) 0.00 5673 4.41
Koppers Holdings (KOP) 0.00 415 NEW 12.05
Lithia Motors (LAD) 0.00 325 83.08
Alliant Energy Corporation (LNT) 0.00 435 48.28
Manhattan Associates (MANH) 0.00 210 47.62
MetLife (MET) 0.00 283 31.80
Morningstar (MORN) 0.00 46 108.70
Medical Properties Trust (MPW) 0.00 1300 16.92
Vail Resorts (MTN) 0.00 1203 147.96
Piper Jaffray Companies (PJC) 0.00 45 44.44
Boston Beer Company (SAM) 0.00 614 -22% 368.08
Sally Beauty Holdings (SBH) 0.00 1475 8.14
Sangamo Biosciences (SGMO) 0.00 5000 6.40
Banco Santander, S.A. (STD) 0.00 400 0.00
Textron (TXT) 0.00 1693 +41% 26.58
UGI Corporation (UGI) 0.00 2850 26.67
Westpac Banking Corporation (WBK) 0.00 1000 -50% 10.00
Cree (CREE) 0.00 780 35.90
Diana Shipping Inc Com 0.00 15760 1.46
Hain Celestial (HAIN) 0.00 645 -95% 26.36
Hexcel Corporation (HXL) 0.00 167 -94% 35.93
Lululemon Athletica Inc 0.00 1230 -10% 189.43
Sabine Royalty Trust (SBR) 0.00 1437 27.84
Skyworks Solutions (SWKS) 0.00 298 90.60
Hanover Insurance (THG) 0.00 710 -21% 90.14
Tompkins Financial Corporation (TMP) 0.00 250 -56% 72.00
Wabtec Corporation (WAB) 0.00 157 -33% 50.96
Agnico Com 0.00 4900 +133% 39.80
Bk Nova Cad Com (usd) 0.00 800 40.00
CHECK POINT SOFTWARE Technolog Com Stk 0.00 1470 -32% 100.68
Fresenius Medical Care AG & Co. (FMS) 0.00 926 32.40
Realty Income (O) 0.00 2986 49.90
Ormat Technologies (ORA) 0.00 1075 67.91
Rigel Pharmaceuticals (RIGL) 0.00 27 0.00
RBC Bearings Incorporated (ROLL) 0.00 200 NEW 115.00
Scotts Miracle-Gro Company (SMG) 0.00 12 83.33
SYNNEX Corporation (SNX) 0.00 300 73.33
Washington Trust Ban (WASH) 0.00 1089 36.73
Westlake Chemical Corporation (WLK) 0.00 375 37.33
Watts Water Technologies (WTS) 0.00 84 83.33
AMETEK (AME) 0.00 530 +72% 71.70
Flowers Foods (FLO) 0.00 5510 20.51
Magellan Midstream Partners (MMP) 0.00 1905 -20% 36.75
Hooker Furniture Corporation (HOFT) 0.00 650 NEW 15.38
Middlesex Water Company (MSEX) 0.00 1000 60.00
Dex (DXCM) 0.00 497 269.62
First Merchants Corporation (FRME) 0.00 480 27.08
iRobot Corporation (IRBT) 0.00 700 -41% 41.43
PetMed Express (PETS) 0.00 975 28.72
Tor Dom Bk Cad Com 0.00 4466 42.32
Alnylam Pharmaceuticals (ALNY) 0.00 2025 108.64
National Health Investors (NHI) 0.00 230 NEW 47.83
Technology SPDR (XLK) 0.00 3300 80.30
Dana Holding Corporation (DAN) 0.00 2000 8.00
Panhandle Oil and Gas (PHX) 0.00 1405 3.56
Pope Resources (POPE) 0.00 2000 84.00
USA Truck (USAK) 0.00 1295 NEW 3.09
Discovery Communications (DISCB) 0.00 1000 26.00
Suncor Energy Inc New 0.00 6805 15.87
Manulife Finl Corp 0.00 2230 +27% 12.56
Boston Properties (BXP) 0.00 290 93.10
Altra Holdings (AIMC) 0.00 900 17.78
American International (AIG) 0.00 325 24.62
American Water Works (AWK) 0.00 2032 119.59
Ball Corporation (BLL) 0.00 1591 -14% 64.74
CBOE Holdings (CBOE) 0.00 100 90.00
iShares Lehman Aggregate Bond (AGG) 0.00 784 NEW 107.14
iShares Russell Midcap Value Index (IWS) 0.00 663 63.35
iShares Russell 3000 Index (IWV) 0.00 725 148.97
Kimco Realty Corporation (KIM) 0.00 655 9.16
ONEOK (OKE) 0.00 13002 21.84
Pinnacle West Capital Corporation (PNW) 0.00 567 75.84
Financial Select Sector SPDR (XLF) 0.00 6247 NEW 20.81
Vanguard Europe Pacific ETF (VEA) 0.00 2121 +49% 33.47
Weingarten Realty Investors (WRI) 0.00 4085 14.44
Bank Of America Corporation preferred 0.00 10 1300.00
Dollar General (DG) 0.00 37 162.16
Insulet Corporation (PODD) 0.00 1000 166.00
Northern Dynasty Minerals Lt 0.00 3000 0.33
Spirit AeroSystems Holdings (SPR) 0.00 25 0.00
Colfax Corporation (CFX) 0.00 45 0.00
ORBCOMM (ORBC) 0.00 1000 2.00
Amarin Corporation (AMRN) 0.00 6662 4.05
SPDR S&P; Biotech (XBI) 0.00 19 NEW 105.26
EXACT Sciences Corporation (EXAS) 0.00 45 66.67
Vanguard Emerging Markets ETF (VWO) 0.00 4774 +27% 33.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.00 2375 -60% 40.84
Vanguard Value ETF (VTV) 0.00 1510 -2% 88.74
iShares Russell Midcap Growth Idx. (IWP) 0.00 1100 121.82
Vanguard Small-Cap ETF (VB) 0.00 1480 115.54
iShares Brclys Intrdte Gov/Crt Bd Fd (GVI) 0.00 91 109.89
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.00 1956 -30% 59.82
Ss&c Technologies Holding 0.00 22 0.00
Vanguard REIT ETF (VNQ) 0.00 1800 70.00
Takeda Pharmaceutical (TKPYY) 0.00 911 15.37
Vanguard Consumer Discretionary ETF (VCR) 0.00 1400 145.00
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.00 731 97.13
Jp Morgan Alerian Mlp Index 0.00 250 8.00
iShares Dow Jones US Energy Sector (IYE) 0.00 4950 15.35
iShares MSCI ACWI ex US Index Fund (ACWX) 0.00 7537 NEW 37.68
Enerplus Corp 0.00 825 NEW 1.21
Invesco Van Kampen Trust for IGNYM Fund (VTN) 0.00 4317 12.05
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.00 1500 98.67
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.00 950 48.42
WisdomTree Intl. MidCap Dividend F (DIM) 0.00 1900 46.84
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.00 805 +7% 78.26
BlackRock MuniYield New York Insured Fnd (MYN) 0.00 4311 12.29
Pembina Pipeline Corp 0.00 4598 18.70
Cambridge Ban (CATC) 0.00 300 53.33
Vanguard Intl Equity Index F glb ex us etf 0.00 940 +46% 42.55
United Ban (UBCP) 0.00 15536 11.01
American Intl Group Inc 0.00 3332 -55% 0.90
Huntington Ingalls Inds. Inc. 0.00 333 183.18
Meritor Inc 0.00 741 13.50
Te Connectivity Ltd for 0.00 4509 -5% 62.99
Materion Corporation 0.00 457 35.01
HCA HOLDINGS Inc 0.00 1000 90.00
Citigroup Inc 0.00 3606 42.15
Spdr Series Trust brcly em locl 0.00 200 25.00
Prologis Inc. 0.00 285 NEW 80.70
Amc Networks Inc Cl A 0.00 500 24.00
Marathon Petroleum Corp 0.00 836 -4% 23.92
New Mountain Finance Corp 0.00 1175 NEW 6.81
Alkermes Plc 0.00 1250 14.40
Dunkin' Brands Group 0.00 50 60.00
Wpx Energy 0.00 5500 3.09
Jazz Pharmaceuticals 0.00 175 97.14
Verastem 0.00 17390 2.65
Epam Systems 0.00 80 187.50
Phillips 66 0.00 2734 53.77
Duke Energy 0.00 326 -25% 79.75
Interface 0.00 1900 7.37
Proofpoint 0.00 13 76.92
Ishares Inc emrgmkt dividx 0.00 105 28.57
Palo Alto Networks 0.00 370 -64% 164.86
Eaton 0.00 19 -98% 52.63
Diamondback Energy 0.00 4600 +41% 26.30
Pimco Dynamic Credit Income other 0.00 5500 16.91
Bright Horizons Fam Sol In D 0.00 802 102.24
Liberty Global Inc C 0.00 3093 15.84
Liberty Global Inc Com Ser A 0.00 1029 16.52
Vanguard Charlotte Fds intl bd idx etf 0.00 501 NEW 53.89
Coty Inc Cl A 0.00 352 5.68
Gw Pharmaceuticals Plc ads 0.00 60 83.33
Tristate Capital Hldgs 0.00 895 NEW 10.06
Portola Pharmaceuticals 0.00 10 0.00
*wisdomtreetrusdivdgrtfdadded 0.00 2500 -16% 38.80
Bluebird Bio 0.00 375 45.71
Ishares Tr Msci Usa Momentum Factor 0.00 179 NEW 106.15
Acceleron Pharma 0.00 337 89.02
Vanguard S&p 500 Etf idx fd 0.00 88 238.64
Intercontinentalexchange 0.00 178 +8% 78.65
Ambev Sa- 0.00 325 -94% 0.00
Sirius Xm Holdings 0.00 21265 4.94
Brixmor Prty 0.00 1015 NEW 9.85
Burlington Stores 0.00 500 NEW 158.00
Macrogenics 0.00 213 4.69
Vodafone Group New Adr F 0.00 6352 -6% 13.70
Q2 Holdings 0.00 3330 59.16
Triplepoint Venture Gr Bdc cs 0.00 1300 NEW 5.38
Synovus Finl 0.00 700 17.14
Pentair cs 0.00 300 30.00
Ally Financial 0.00 1100 14.55
Parsley Energy Inc-class A 0.00 11700 -25% 5.73
Timkensteel 0.00 8000 3.25
Nextera Energy Partners 0.00 3900 43.08
Sabre 0.00 1100 6.36
Radius Health 0.00 10 0.00
Five9 0.00 58 68.97
Sage Therapeutics 0.00 50 20.00
Cdk Global Inc equities 0.00 9038 -7% 32.86
Westlake Chemical Partners master ltd part 0.00 685 NEW 14.60
Citizens Financial 0.00 825 19.39
Ark Etf Tr indl innovatin 0.00 56 35.71
Crown Castle Intl 0.00 1707 144.11
Liberty Broadband Cl C 0.00 679 110.46
Liberty Broadband Corporation 0.00 258 108.53
Outfront Media 0.00 10000 -69% 13.50
Wayfair 0.00 1000 53.00
Equinix 0.00 329 623.10
Green Brick Partners 0.00 1600 NEW 8.12
Qorvo 0.00 1352 80.62
Eversource Energy 0.00 1188 -25% 78.28
Petroleum & Res Corp Com cef 0.00 7648 8.24
Allergan 0.00 100 -63% 180.00
Monster Beverage Corp Com stock 0.00 89 56.18
Tegna Inc Com stock 0.00 500 10.00
Wec Energy Group Inc Com stock 0.00 205 87.80
Apple Hospitality Reit 0.00 895 NEW 8.94
Kraft Heinz 0.00 1080 +323% 25.00
Black Stone Minerals 0.00 15000 4.67
Transunion 0.00 90 66.67
Chemours 0.00 5036 8.94
Westrock 0.00 675 28.15
Ishares Tr msci int smlcp 0.00 1240 NEW 22.58
Vareit, Inc reits 0.00 2250 NEW 4.89
Lindblad Expeditions Hldgs I Com Added 0.00 59306 4.16
Hp 0.00 13897 17.34
Ishares Tr msci usa smlcp 0.00 2290 NEW 29.69
Hewlett Packard Enterprise 0.00 12897 9.69
Hubbell 0.00 100 110.00
Square Inc cl a 0.00 825 52.12
Atlassian Corp Plc cl a 0.00 390 138.46
Nuveen Barclays Shrt Term Muni bdfund 0.00 3000 49.00
Dentsply Sirona 0.00 2345 38.81
Liberty Media Corp Series C Li 0.00 498 28.11
Liberty Media Corp Del Com Ser 0.00 246 24.39
Liberty Media Corp Delaware Com A Siriusxm 0.00 2645 -56% 31.76
Liberty Media Corp Delaware Com C Siriusxm 0.00 2100 31.43
California Res Corp Com New stock 0.00 2000 -81% 1.00
Waste Connections Inc Com stock 0.00 1672 +55% 77.75
Charter Communications Inc New Cl A cl a 0.00 204 436.27
* Atn Intl Inc Com stock 0.00 250 60.00
Twilio Inc cl a 0.00 410 90.24
Johnson Controls International Plc equity 0.00 4695 -51% 27.05
Advansix Inc Com stock 0.00 60 0.00
Kinsale Cap Group Inc Com stock 0.00 1200 104.17
Nutanix Inc cl a 0.00 1600 +60% 15.62
Ishares Tr edge msci minm 0.00 1700 NEW 25.88
Ishares Msci Japan 0.00 733 49.11
Centennial Resource Developmen cs 0.00 752 0.00
Yum China Holdings 0.00 1820 42.86
Sba Communications Corp Com stock 0.00 7 -87% 285.71
Janus Short Duration 0.00 5962 49.31
Aurora Cannabis Inc snc 0.00 250 NEW 0.00
Canopy Gro 0.00 3600 14.44
Lilis Energy 0.00 500 0.00
Uniti Group Inc Com reit 0.00 1347 +239% 5.94
Dxc Technology 0.00 953 -6% 12.59
Alteryx 0.00 500 -50% 96.00
Okta Inc cl a 0.00 40 125.00
Urban One Inc cl d non vtg 0.00 4500 0.89
Tocagen 0.00 2898 1.38
Granite Pt Mtg Tr 0.00 930 NEW 5.38
Brighthouse Finl Inc Com 0.00 32 0.00
Delphi Automotive Inc international stock 0.00 6 NEW 0.00
Liberty Latin America Ltd 0.00 2168 10.61
Mongodb Inc. Class A 0.00 410 136.59
Liberty Latin America Ser C 0.00 529 9.45
Sensata Technolo 0.00 525 28.57
Highpoint Res Corp 0.00 4980 NEW 0.00
On Assignment Inc 0.00 1822 35.13
Gci Liberty Incorporated Com 0.00 21 47.62
Dropbox Inc-class A 0.00 300 16.67
Broadcom Ltd 0.00 805 237.27
Liberty Interactive Corp 0.00 2600 6.15
Spotify Technology Sa 0.00 110 +46% 118.18
Turtle Beach Corp Com New stock 0.00 1755 NEW 6.27
Wyndham Hotels And Resorts Inc 0.00 1520 31.58
Jefferies Finl Group Inc 0.00 2000 13.50
Invesco S&p 500 Equal Weight Etf 0.00 500 84.00
Invesco S&p 500 Low Volatility Etf 0.00 1355 47.23
Invesco Exchange Traded Fd T s&p500 pur gwt 0.00 500 100.00
Invesco Water Resource Port (p 0.00 400 NEW 32.50
Apergy Corp 0.00 7500 5.73
Zuora Inc ordinary shares 0.00 160 6.25
Veoneer Incorporated 0.00 1935 NEW 7.24
Sohu Com Ltd sponsored ads 0.00 100 0.00
Bank Ozk 0.00 1822 16.47
Spectrum Brands Holding Inc 0.00 25 -50% 40.00
Magnolia Oil & Gas Corp magnolia oil & gas corp 0.00 570 NEW 3.51
Blackrock Tcp Cap Corp 0.00 1100 NEW 6.36
Elanco Animal Health Inc 0.00 536 22.39
Linde Plc 0.00 1560 -38% 173.08
Resideo Technologies Inc 0.00 2500 4.80
Dell Technologies Inc 0.00 135 37.04
Tencent Music Entertco L spon ad 0.00 500 10.00
Covetrus Inc 0.00 1000 8.00
Tc Energy Corp 0.00 3295 44.31
Atlantic Union B 0.00 6473 21.94
Alcon Inc 0.00 796 -13% 50.25
L3harris Technologies Inc Com stock 0.00 390 179.49
Blackstone Group Inc Com Cl A stock 0.00 625 44.80
Beyond Meat Inc 0.00 871 +58% 66.59
Kontoor Brands Inc 0.00 1639 18.91
Zoom Video Communications In cl a 0.00 35 NEW 142.86
Xerox Corp 0.00 12 0.00
Globe Life Inc 0.00 750 72.00
Truist Financial Corp equities 0.00 3320 -31% 30.72
Rts/bristol-myers Squibb Compa 0.00 21514 -3% 3.81
Viacomcbs Inc 0.00 54 0.00
O-i Glass Inc 0.00 2750 7.27
Equitable Holdings Inc 0.00 1000 NEW 14.00
Essential Utils Inc Com 0.00 2342 NEW 40.56

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