Mascoma Wealth Management

Latest statistics and disclosures from Mascoma Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mascoma Wealth Management

Companies in the Mascoma Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 10.0 $23M 256k 90.79
Ishares Core S&p 500 Etf Etf (IVV) 8.8 $21M +117% 52k 397.81
Jpmorgan Ultra-short Income Etf Etf (JPST) 7.0 $16M +9% 320k 50.75
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 5.7 $13M +80% 243k 54.68
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.1 $12M +205% 239k 49.11
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 4.6 $11M -38% 94k 113.83
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 3.0 $7.1M -53% 102k 69.19
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 2.7 $6.4M +31% 146k 43.78
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 2.4 $5.6M NEW 141k 40.19
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 2.2 $5.2M +190% 76k 67.71
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 2.0 $4.7M +34% 151k 31.31
Apple Stock (AAPL) 1.9 $4.4M 36k 122.14
Ishares Msci Kld 400 Social Etf Etf (DSI) 1.9 $4.3M +120% 57k 76.37
Invesco Qqq Trust Etf (QQQ) 1.8 $4.2M 13k 319.13

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Vanguard Small-cap Index Fund Etf (VB) 1.7 $4.0M -30% 19k 214.08
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 1.6 $3.7M +4% 74k 50.52
Ishares S&p Midcap Fund Etf (IJH) 1.6 $3.6M +42% 14k 260.26
Verizon Communications Stock (VZ) 1.5 $3.5M -3% 61k 58.15
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 1.4 $3.2M +57% 29k 108.89
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 1.1 $2.6M -66% 78k 33.04
Ishares U.s. Medical Devices Etf Etf (IHI) 1.0 $2.4M -56% 7.3k 330.38
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.9 $2.2M +20% 37k 58.96
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.9 $2.0M +16% 23k 87.18
Ishares S&p Small-cap Fund Etf (IJR) 0.9 $2.0M +183% 18k 108.51
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.9 $2.0M -27% 19k 105.84
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.9M 5.3k 364.30
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.8 $1.8M -70% 12k 147.04
Ishares Select Dividend Etf Etf (DVY) 0.8 $1.8M +56% 16k 114.09
Fidelity Msci Utilities Index Etf Etf (FUTY) 0.8 $1.8M 42k 41.50
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.7 $1.6M +291% 43k 38.54
Microsoft Corp Stock (MSFT) 0.6 $1.5M +31% 6.4k 235.68
At&t Stock (T) 0.6 $1.3M -9% 44k 30.27
Amgen Stock (AMGN) 0.5 $1.2M +16% 5.0k 248.75
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.5 $1.2M -44% 17k 72.97
Union Pac Corp Stock (UNP) 0.5 $1.2M 5.5k 220.44
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT) 0.5 $1.2M NEW 12k 100.66
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.5 $1.2M -2% 44k 26.77
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.5 $1.1M NEW 23k 45.81
Johnson & Johnson Stock (JNJ) 0.4 $1.0M -2% 6.3k 164.30
Pfizer Stock (PFE) 0.4 $992k +12% 27k 36.22
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.4 $922k +51% 12k 75.88
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $909k 6.0k 151.50
Amazon Stock (AMZN) 0.4 $888k +127% 287.00 3094.08
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.4 $882k NEW 17k 50.79
Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG) 0.4 $877k -19% 16k 54.70
First Trust Water Etf Etf (FIW) 0.4 $822k +31% 11k 78.22
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.4 $814k NEW 7.1k 113.97
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.3 $768k +43% 30k 25.97
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.3 $744k NEW 11k 68.86
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $620k +76% 2.4k 255.35
Spdr S&p 500 Etf Etf (SPY) 0.3 $605k 1.5k 396.46
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $554k +45% 4.6k 121.73
Procter And Gamble Stock (PG) 0.2 $544k -9% 4.0k 135.32
Intel Corp Stock (INTC) 0.2 $543k -69% 8.5k 64.02
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.2 $540k -2% 5.6k 95.78
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $525k -4% 8.2k 64.34
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $515k -12% 11k 48.27
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH) 0.2 $508k NEW 14k 35.96
United Parcel Service Inc Cl B Stock (UPS) 0.2 $500k +58% 2.9k 170.01
Ishares Global Green Bond Etf Etf (BGRN) 0.2 $498k +61% 9.1k 54.63
Boeing Stock (BA) 0.2 $487k 1.9k 254.97
Jpmorgan Chase & Co Stock (JPM) 0.2 $476k +4% 3.1k 152.17
Raytheon Technologies Corp Stock (RTX) 0.2 $473k -8% 6.1k 77.21
Tjx Cos Stock (TJX) 0.2 $465k 7.0k 66.14
International Business Machs Stock (IBM) 0.2 $448k 3.4k 133.29
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ) 0.2 $433k 2.5k 176.37
Exxon Mobil Corp Stock (XOM) 0.2 $428k 7.7k 55.89
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $424k +19% 8.2k 52.02
Disney Walt Stock (DIS) 0.2 $423k -8% 2.3k 184.72
Veeva Sys Inc Cl A Stock (VEEV) 0.2 $418k 1.6k 261.25
Northrop Grumman Corp Stock (NOC) 0.2 $402k 1.2k 323.67
Thermo Fisher Scientific Stock (TMO) 0.2 $377k NEW 827.00 455.86
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH) 0.2 $376k -11% 3.9k 96.41
Howmet Aerospace Stock (HWM) 0.2 $375k 12k 32.16
Ishares Short Treasury Bond Etf Etf (SHV) 0.2 $354k NEW 3.2k 110.62
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $347k -55% 14k 24.27
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $346k -35% 3.7k 93.01
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $338k NEW 164.00 2060.98
Coca Cola Stock (KO) 0.1 $328k -2% 6.2k 52.65
Unitedhealth Group Stock (UNH) 0.1 $326k +8% 875.00 372.57
Pepsico Stock (PEP) 0.1 $320k +50% 2.3k 141.59
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $318k NEW 7.3k 43.31
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $315k 3.2k 98.59
Automatic Data Processing Stock (ADP) 0.1 $300k NEW 1.6k 188.32
Growgeneration Corp Stock (GRWG) 0.1 $298k 6.0k 49.67
Costco Whsl Corp Stock (COST) 0.1 $292k +3% 829.00 352.23
Facebook Inc Cl A Stock (FB) 0.1 $290k NEW 985.00 294.42
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $282k NEW 4.0k 70.38
Tc Energy Corp Stock (TRP) 0.1 $279k 6.1k 45.74
Home Depot Stock (HD) 0.1 $270k +4% 886.00 304.74
Vanguard Real Estate Etf Etf (VNQ) 0.1 $268k NEW 2.9k 91.94
Nuveen Mun Value Cef (NUV) 0.1 $267k 24k 11.14
Ishares Msci Acwi Ex Us Index Fund Etf (ACWX) 0.1 $263k 4.8k 55.25
Emerson Elec Stock (EMR) 0.1 $260k +7% 2.9k 90.09
Ishares Growth Allocation Fund Etf (AOR) 0.1 $257k NEW 4.8k 53.55
Ishares Msci Intl Multifactor Etf Etf (INTF) 0.1 $244k -22% 8.5k 28.66
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $240k NEW 3.3k 73.64
Cisco Sys Stock (CSCO) 0.1 $227k NEW 4.4k 51.71
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.1 $214k NEW 1.7k 125.88
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $213k -51% 593.00 359.19
Keysight Technologies Stock (KEYS) 0.1 $212k NEW 1.5k 143.24
Spdr S&p Bank Etf Etf (KBE) 0.1 $210k NEW 4.0k 51.95
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.1 $208k NEW 6.0k 34.66
Royce Value Tr Cef (RVT) 0.1 $194k 11k 18.10
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $187k NEW 843.00 221.83
Robo Global Healthcare Technology And Innovation Etf Etf (HTEC) 0.1 $184k NEW 4.2k 43.80
Humana Stock (HUM) 0.1 $180k NEW 430.00 418.60
Mcdonalds Corp Stock (MCD) 0.1 $179k NEW 800.00 223.75
Ishares Msci Eafe Etf Etf (EFA) 0.1 $177k NEW 2.3k 75.77
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $176k NEW 369.00 476.96
Comcast Corp New Cl A Stock (CMCSA) 0.1 $174k NEW 3.2k 54.04
Cambridge Bancorp Stock (CATC) 0.1 $169k NEW 2.0k 84.50
Dnp Select Income Cef (DNP) 0.1 $169k 17k 9.90
Grainger W W Stock (GWW) 0.1 $165k NEW 411.00 401.46
Abbvie Stock (ABBV) 0.1 $163k NEW 1.5k 108.45
Visa Inc Com Cl A Stock (V) 0.1 $162k NEW 764.00 212.04
Jpmorgan International Growth Etf Etf (JIG) 0.1 $160k NEW 2.2k 72.73
Honeywell Intl Stock (HON) 0.1 $160k NEW 738.00 216.80
Alcoa Corp Stock (AA) 0.1 $159k NEW 4.9k 32.54
Vanguard Health Care Index Fund Etf (VHT) 0.1 $159k NEW 693.00 229.44
Cigna Corp Stock (CI) 0.1 $157k NEW 651.00 241.17
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $152k NEW 2.4k 63.36
Ishares Exponential Technologies Etf Etf (XT) 0.1 $151k NEW 2.6k 59.08
Ishares Core High Dividend Etf Etf (HDV) 0.1 $147k NEW 1.6k 94.78
Lockheed Martin Corp Stock (LMT) 0.1 $139k NEW 375.00 370.67
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $139k NEW 2.6k 53.26
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $136k NEW 1.3k 101.34
Okta Inc Cl A Stock (OKTA) 0.1 $132k NEW 600.00 220.00
Deere & Co Stock (DE) 0.1 $131k NEW 350.00 374.29
Cvs Health Corp Stock (CVS) 0.1 $131k NEW 1.7k 75.50
Colony Cr Real Estate Inc Com Cl A Reit 0.1 $131k 15k 8.50
Travelers Companies Stock (TRV) 0.1 $129k NEW 857.00 150.53
V F Corp Stock (VFC) 0.1 $129k NEW 1.6k 79.98
Lilly Eli & Co Stock (LLY) 0.1 $127k NEW 679.00 187.04
Ishares Russell 2000 Etf Etf (IWM) 0.1 $127k NEW 573.00 221.64
Carrier Global Corporation Stock (CARR) 0.1 $125k NEW 3.0k 42.23
Docusign Stock (DOCU) 0.1 $121k NEW 600.00 201.67
Caterpillar Stock (CAT) 0.1 $117k NEW 505.00 231.68
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO) 0.1 $117k NEW 2.7k 43.11
3M Stock (MMM) 0.0 $115k NEW 595.00 193.28
Fedex Corp Stock (FDX) 0.0 $115k NEW 405.00 283.95
Waste Mgmt Inc Del Stock (WM) 0.0 $114k NEW 880.00 129.55
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $112k -97% 861.00 130.08
American Express Stock (AXP) 0.0 $111k NEW 785.00 141.40
Amplify Online Retail Etf Etf (IBUY) 0.0 $109k NEW 880.00 123.86
Virtus Global Divid & Income F Cef (ZTR) 0.0 $108k 12k 9.23
Guardant Health Stock (GH) 0.0 $107k NEW 700.00 152.86
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $104k NEW 6.2k 16.86
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $104k -47% 4.0k 26.22
Tesla Stock (TSLA) 0.0 $104k NEW 155.00 670.97
Bristol-myers Squibb Stock (BMY) 0.0 $103k NEW 1.6k 63.04
Gilead Sciences Stock (GILD) 0.0 $103k NEW 1.6k 64.38
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.0 $103k NEW 2.5k 41.68
Casella Waste Sys Inc Cl A Stock (CWST) 0.0 $102k NEW 1.6k 63.75
Sailpoint Technologies Hldgs I Stock (SAIL) 0.0 $101k NEW 2.0k 50.50
Otis Worldwide Corp Stock (OTIS) 0.0 $100k NEW 1.5k 68.73
Salesforce Stock (CRM) 0.0 $99k NEW 467.00 211.99
Kimberly-clark Corp Stock (KMB) 0.0 $99k NEW 713.00 138.85
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $93k NEW 2.2k 43.06
Abbott Labs Stock (ABT) 0.0 $92k NEW 768.00 119.79
General Dynamics Corp Stock (GD) 0.0 $91k NEW 500.00 182.00
Danaher Corporation Stock (DHR) 0.0 $87k NEW 387.00 224.81
Cohen & Steers Total Return Rl Cef (RFI) 0.0 $86k NEW 5.9k 14.70
Royal Caribbean Group Stock (RCL) 0.0 $86k NEW 1.0k 86.00
Anthem Stock (ANTM) 0.0 $86k NEW 240.00 358.33
Ishares Esg Aware Growth Allocation Etf Etf (EAOR) 0.0 $86k NEW 2.9k 29.79
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.0 $84k NEW 2.0k 42.08
Walmart Stock (WMT) 0.0 $81k NEW 599.00 135.23
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.0 $77k -83% 1.5k 52.88
Ishares U.s. Consumer Services Etf Etf (IYC) 0.0 $75k NEW 1.0k 75.00
Ishares S&p Aggressive Allocation Fund Etf (AOA) 0.0 $75k NEW 1.1k 67.20
Arconic Corporation Stock (ARNC) 0.0 $74k NEW 2.9k 25.39
Chevron Corp Stock (CVX) 0.0 $72k NEW 684.00 105.26
Rada Electr Inds Ltd Com Par Stock (RADA) 0.0 $72k NEW 6.0k 12.00
Toronto Dominion Bk Ont Stock (TD) 0.0 $71k NEW 1.1k 64.90
Pacira Biosciences Stock (PCRX) 0.0 $70k NEW 1.0k 70.00
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $70k -80% 1.4k 49.86
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $68k NEW 948.00 71.73
General Electric Stock (GE) 0.0 $67k NEW 5.1k 13.14
Wells Fargo Stock (WFC) 0.0 $66k NEW 1.7k 39.08
Mastercard Incorporated Cl A Stock (MA) 0.0 $66k NEW 185.00 356.76
Illinois Tool Wks Stock (ITW) 0.0 $65k NEW 294.00 221.09
Blackrock Stock (BLK) 0.0 $64k NEW 85.00 752.94
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.0 $63k NEW 1.3k 49.41
Public Storage Reit (PSA) 0.0 $63k NEW 256.00 246.09
Paychex Stock (PAYX) 0.0 $63k NEW 641.00 98.28
Camden Natl Corp Stock (CAC) 0.0 $63k NEW 1.3k 48.05
Ishares Cybersecurity And Tech Etf Etf (IHAK) 0.0 $62k NEW 1.6k 38.13
Glu Mobile Stock 0.0 $62k NEW 5.0k 12.40
Csx Corp Stock (CSX) 0.0 $61k NEW 629.00 96.98
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $61k NEW 1.8k 34.08
Stryker Corporation Stock (SYK) 0.0 $60k NEW 245.00 244.90
Stanley Black & Decker Stock (SWK) 0.0 $60k NEW 300.00 200.00
Cohu Stock (COHU) 0.0 $59k NEW 1.4k 42.14
Paypal Hldgs Stock (PYPL) 0.0 $58k NEW 238.00 243.70
Trane Technologies Stock (TT) 0.0 $58k NEW 350.00 165.71
Citigroup Stock (C) 0.0 $56k NEW 763.00 73.39
Air Prods & Chems Stock (APD) 0.0 $55k NEW 195.00 282.05
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $55k NEW 267.00 205.99
Tractor Supply Stock (TSCO) 0.0 $53k NEW 300.00 176.67
Oracle Corp Stock (ORCL) 0.0 $52k NEW 736.00 70.65
Baxter Intl Stock (BAX) 0.0 $52k NEW 622.00 83.60
Fidelity Limited Term Bond Etf Etf (FLTB) 0.0 $52k NEW 1.0k 52.00
Starbucks Corp Stock (SBUX) 0.0 $51k NEW 471.00 108.28
Kroger Stock (KR) 0.0 $50k NEW 1.4k 35.77
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $50k NEW 1.4k 35.71
Ishares Tips Bond Etf Etf (TIP) 0.0 $50k NEW 400.00 125.00
Laboratory Corp Amer Hldgs Stock (LH) 0.0 $48k NEW 190.00 252.63
Viatris Stock (VTRS) 0.0 $48k NEW 3.5k 13.91
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $47k NEW 518.00 90.73
American Tower Corp Reit (AMT) 0.0 $47k NEW 195.00 241.03
Microchip Technology Stock (MCHP) 0.0 $47k NEW 302.00 155.63
Merck & Co Stock (MRK) 0.0 $46k NEW 594.00 77.44
Corning Stock (GLW) 0.0 $46k NEW 1.1k 43.81
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 0.0 $46k NEW 1.8k 26.24
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.0 $45k NEW 1.7k 26.44
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.0 $45k NEW 302.00 149.01
American Wtr Wks Stock (AWK) 0.0 $45k NEW 302.00 149.01
Delta Air Lines Inc Del Stock (DAL) 0.0 $45k NEW 937.00 48.03
Bar Hbr Bankshares Stock (BHB) 0.0 $44k NEW 1.5k 29.47
Us Bancorp Del Stock (USB) 0.0 $44k NEW 791.00 55.63
Analog Devices Stock (ADI) 0.0 $43k NEW 278.00 154.68
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $43k NEW 500.00 86.00
Universal Health Rlty Income T Sh Ben Int Reit (UHT) 0.0 $42k NEW 619.00 67.85
Tyson Foods Inc Cl A Stock (TSN) 0.0 $42k NEW 562.00 74.73
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $41k NEW 192.00 213.54
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.0 $41k NEW 769.00 53.32
Ishares Comex Gold Trust Etf 0.0 $41k NEW 2.5k 16.40
Becton Dickinson & Co Stock (BDX) 0.0 $41k NEW 168.00 244.05
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $41k NEW 1.5k 27.03
Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) 0.0 $41k NEW 1.6k 25.45
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $40k NEW 145.00 275.86
F5 Networks Stock (FFIV) 0.0 $40k NEW 191.00 209.42
Spdr Gold Shares Etf (GLD) 0.0 $40k NEW 250.00 160.00
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $40k NEW 300.00 133.33
Metlife Stock (MET) 0.0 $40k NEW 663.00 60.33
Akoustis Technologies Stock (AKTS) 0.0 $40k NEW 3.0k 13.33
Dte Energy Stock (DTE) 0.0 $39k NEW 294.00 132.65
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $39k NEW 244.00 159.84
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $39k NEW 160.00 243.75
Huya Inc Ads Rep Shs A Adr (HUYA) 0.0 $39k NEW 2.0k 19.50
Baidu Inc Spon Adr Rep A Adr (BIDU) 0.0 $39k NEW 178.00 219.10
U.s. Global Jets Etf Etf (JETS) 0.0 $39k NEW 1.5k 26.86
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $36k NEW 240.00 150.00
Bk Of America Corp Stock (BAC) 0.0 $36k NEW 929.00 38.75
Nextera Energy Stock (NEE) 0.0 $35k NEW 460.00 76.09
Duke Energy Corp Stock (DUK) 0.0 $35k NEW 362.00 96.69
Ishares International Select Dividend Etf Etf (IDV) 0.0 $34k NEW 1.1k 31.16
Ebay Stock (EBAY) 0.0 $33k NEW 533.00 61.91
Ark Innovation Etf Etf (ARKK) 0.0 $33k NEW 275.00 120.00
General Mls Stock (GIS) 0.0 $32k NEW 528.00 60.61
Vanguard Small-cap Value Index Fund Etf (VBR) 0.0 $32k NEW 196.00 163.27
Medtronic Stock (MDT) 0.0 $32k NEW 270.00 118.52
East West Bancorp Stock (EWBC) 0.0 $32k NEW 435.00 73.56
International Paper Stock (IP) 0.0 $32k NEW 600.00 53.33
Blackstone Group Stock (BX) 0.0 $31k NEW 410.00 75.61
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $31k NEW 95.00 326.32
Merrimack Pharmaceuticals Stock (MACK) 0.0 $31k NEW 5.0k 6.20
Logitech Intl S A Stock (LOGI) 0.0 $31k NEW 300.00 103.33
Truist Finl Corp Stock (TFC) 0.0 $30k NEW 518.00 57.92
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $30k NEW 288.00 104.17
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $28k NEW 415.00 67.47
Jpmorgan International Bond Opportunities Etf Etf (JPIB) 0.0 $28k NEW 550.00 50.91
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $28k NEW 1.0k 28.00
Fidelity Msci Energy Index Etf Etf (FENY) 0.0 $28k NEW 2.1k 13.46
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $27k NEW 345.00 78.26
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $27k NEW 13.00 2076.92
Ai Powered Equity Etf Etf (AIEQ) 0.0 $26k NEW 684.00 38.01
Patterson Cos Stock (PDCO) 0.0 $26k NEW 824.00 31.55
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $26k NEW 250.00 104.00
Amphenol Corp New Cl A Stock (APH) 0.0 $26k NEW 401.00 64.84
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN) 0.0 $25k NEW 160.00 156.25
Phillips 66 Stock (PSX) 0.0 $25k NEW 312.00 80.13
Realty Income Corp Reit (O) 0.0 $24k NEW 377.00 63.66
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $24k NEW 334.00 71.86
Broadcom Stock (AVGO) 0.0 $24k NEW 52.00 461.54
Fidelity Msci Financials Index Etf Etf (FNCL) 0.0 $24k NEW 500.00 48.00
Intercontinental Exchange Stock (ICE) 0.0 $24k NEW 218.00 110.09
Adobe Systems Incorporated Stock (ADBE) 0.0 $23k NEW 48.00 479.17
Aon Plc Shs Cl A Stock (AON) 0.0 $23k NEW 100.00 230.00
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $23k NEW 205.00 112.20
Webster Finl Corp Conn Stock (WBS) 0.0 $23k NEW 412.00 55.83
Halliburton Stock (HAL) 0.0 $22k NEW 1.0k 21.83
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $22k NEW 242.00 90.91
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $22k NEW 78.00 282.05
Vanguard Communication Services Etf Etf (VOX) 0.0 $22k NEW 167.00 131.74
Ishares Silver Trust Etf (SLV) 0.0 $22k NEW 990.00 22.22
Eaton Corp Stock (ETN) 0.0 $21k NEW 150.00 140.00
Dover Corp Stock (DOV) 0.0 $21k NEW 153.00 137.25
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.0 $21k NEW 392.00 53.57
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $20k NEW 532.00 37.59
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $20k NEW 643.00 31.10
Lincoln Elec Hldgs Stock (LECO) 0.0 $20k NEW 166.00 120.48
Janus Small Cap Growth Alpha Etf Etf (JSML) 0.0 $19k NEW 274.00 69.34
Brunswick Corp Stock (BC) 0.0 $19k NEW 200.00 95.00
Iron Mtn Reit (IRM) 0.0 $19k NEW 500.00 38.00
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $19k NEW 350.00 54.29
Ishares Moderate Allocation Fund Etf (AOM) 0.0 $18k NEW 417.00 43.17
Essential Utils Stock (WTRG) 0.0 $18k NEW 399.00 45.11
Target Corp Stock (TGT) 0.0 $18k NEW 90.00 200.00
Enbridge Stock (ENB) 0.0 $18k NEW 500.00 36.00
Invesco Solar Etf Etf (TAN) 0.0 $18k NEW 192.00 93.75
Alibaba Group Hldg Adr (BABA) 0.0 $18k NEW 81.00 222.22
Conocophillips Stock (COP) 0.0 $18k NEW 345.00 52.17
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $18k NEW 460.00 39.13
Ishares Aaa - A Rated Corporate Bond Etf Etf (QLTA) 0.0 $17k -99% 300.00 56.67
Goldman Sachs Innovate Equity Etf Etf (GINN) 0.0 $17k NEW 300.00 56.67
Broadridge Finl Solutions Stock (BR) 0.0 $17k NEW 111.00 153.15
Zimmer Biomet Holdings Stock (ZBH) 0.0 $17k NEW 105.00 161.90
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $17k NEW 168.00 101.19
Lam Research Corp Stock (LRCX) 0.0 $17k NEW 28.00 607.14
Annaly Capital Management Reit (NLY) 0.0 $17k NEW 2.0k 8.50
State Str Corp Stock (STT) 0.0 $17k NEW 200.00 85.00
Price T Rowe Group Stock (TROW) 0.0 $17k NEW 100.00 170.00
Kinder Morgan Inc Del Stock (KMI) 0.0 $17k NEW 1.0k 16.49
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.0 $16k NEW 100.00 160.00
Diageo Adr (DEO) 0.0 $16k NEW 98.00 163.27
Fortis Stock (FTS) 0.0 $15k NEW 345.00 43.48
Ingersoll Rand Stock (IR) 0.0 $15k NEW 308.00 48.70
BP Adr (BP) 0.0 $14k NEW 569.00 24.60
Southern Copper Corp Stock (SCCO) 0.0 $14k NEW 207.00 67.63
Vanguard Industrials Index Fund Etf (VIS) 0.0 $14k NEW 72.00 194.44
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $13k NEW 115.00 113.04
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.0 $13k NEW 60.00 216.67
Schwab Charles Corp Stock (SCHW) 0.0 $13k NEW 200.00 65.00
Rockwell Automation Stock (ROK) 0.0 $13k NEW 50.00 260.00
Mge Energy Stock (MGEE) 0.0 $13k NEW 180.00 72.22
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 0.0 $13k NEW 300.00 43.33
Glaxosmithkline Adr (GSK) 0.0 $13k NEW 365.00 35.62
Manulife Finl Corp Stock (MFC) 0.0 $13k NEW 599.00 21.70
Snap On Stock (SNA) 0.0 $12k NEW 50.00 240.00
Miller Herman Stock (MLHR) 0.0 $12k NEW 300.00 40.00
Ncr Corp Stock (NCR) 0.0 $12k NEW 320.00 37.50
Invesco Bulletshares 2022 High Yield Corporate Bond Etf Etf (BSJM) 0.0 $12k NEW 500.00 24.00
Kontoor Brands Stock (KTB) 0.0 $12k NEW 240.00 50.00
Jpmorgan Research Enhanced High Yield Etf Etf (JPHY) 0.0 $12k NEW 241.00 49.79
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 0.0 $12k NEW 225.00 53.33
Spdr Bloomberg Barclays International Treasury Bond Etf Etf (BWX) 0.0 $12k NEW 405.00 29.63
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Etf (BSJN) 0.0 $12k NEW 455.00 26.37
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO) 0.0 $12k NEW 462.00 25.97
Ishares Ibonds 2025 Term High Yield And Income Etf Etf (IBHE) 0.0 $12k NEW 472.00 25.42
Honda Motor Ltd Amern Adr (HMC) 0.0 $11k NEW 360.00 30.56
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $11k NEW 192.00 57.29
First Trust Consumer Discretionary Alphadex Fund Etf (FXD) 0.0 $10k NEW 177.00 56.50
Hasbro Stock (HAS) 0.0 $10k NEW 105.00 95.24
Hanesbrands Stock (HBI) 0.0 $10k NEW 500.00 20.00
Global X Robotics & Artificial Intelligence Thematic Etf Etf (BOTZ) 0.0 $10k NEW 300.00 33.33
Alerian Mlp Etf Etf (AMLP) 0.0 $10k NEW 321.00 31.15
Vanguard Esg International Stock Etf Etf (VSGX) 0.0 $9.0k NEW 150.00 60.00
Constellation Brands Inc Cl A Stock (STZ) 0.0 $9.0k NEW 39.00 230.77
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $9.0k NEW 112.00 80.36
Takeda Pharmaceutical Adr (TAK) 0.0 $8.0k NEW 417.00 19.18
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.0 $8.0k NEW 132.00 60.61
Colgate Palmolive Stock (CL) 0.0 $8.0k NEW 100.00 80.00
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX) 0.0 $8.0k NEW 20.00 400.00
Palo Alto Networks Stock (PANW) 0.0 $8.0k NEW 26.00 307.69
Ishares U.s. Financials Etf Etf (IYF) 0.0 $8.0k NEW 101.00 79.21
Xerox Holdings Corp Stock (XRX) 0.0 $8.0k NEW 341.00 23.46
Firstenergy Corp Stock (FE) 0.0 $7.0k NEW 200.00 35.00
Stericycle Stock (SRCL) 0.0 $7.0k NEW 100.00 70.00
Sturm Ruger & Co Stock (RGR) 0.0 $7.0k NEW 100.00 70.00
Apple Hospitality Reit Reit (APLE) 0.0 $7.0k NEW 500.00 14.00
Aphria Stock 0.0 $7.0k NEW 400.00 17.50
Pnc Finl Svcs Group Stock (PNC) 0.0 $7.0k NEW 38.00 184.21
Qualcomm Stock (QCOM) 0.0 $7.0k NEW 55.00 127.27
Western Digital Corp Stock (WDC) 0.0 $6.0k NEW 90.00 66.67
Sonoco Prods Stock (SON) 0.0 $6.0k NEW 100.00 60.00
Marsh & Mclennan Cos Stock (MMC) 0.0 $6.0k NEW 50.00 120.00
Ford Mtr Co Del Stock (F) 0.0 $6.0k NEW 500.00 12.00
Wrap Technologies Stock (WRAP) 0.0 $6.0k NEW 1.0k 6.00
Dow Stock (DOW) 0.0 $6.0k NEW 100.00 60.00
X-trackers Msci Europe Hedged Equity Etf Etf (DBEU) 0.0 $6.0k NEW 177.00 33.90
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.0 $6.0k NEW 175.00 34.29
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.0 $5.0k NEW 300.00 16.67
Ishares Esg Aware Aggressive Allocation Etf Etf (EAOA) 0.0 $5.0k NEW 155.00 32.26
Harley Davidson Stock (HOG) 0.0 $5.0k NEW 120.00 41.67
Bank Nova Scotia B C Stock (BNS) 0.0 $5.0k NEW 75.00 66.67
Discover Finl Svcs Stock (DFS) 0.0 $5.0k NEW 54.00 92.59
Texas Instrs Stock (TXN) 0.0 $5.0k NEW 29.00 172.41
Chubb Stock (CB) 0.0 $5.0k NEW 29.00 172.41
Bank New York Mellon Corp Stock (BK) 0.0 $5.0k NEW 100.00 50.00
Altria Group Stock (MO) 0.0 $5.0k NEW 100.00 50.00
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $5.0k NEW 50.00 100.00
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.0k NEW 50.00 100.00
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $5.0k NEW 128.00 39.06
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $5.0k NEW 200.00 25.00
Fidelity Blue Chip Growth Etf Etf (FBCG) 0.0 $5.0k NEW 160.00 31.25
Akamai Technologies Stock (AKAM) 0.0 $5.0k NEW 45.00 111.11
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $5.0k NEW 15.00 333.33
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) 0.0 $5.0k NEW 98.00 51.02
Ishares U.s. Energy Etf Etf (IYE) 0.0 $5.0k NEW 174.00 28.74
Schlumberger Stock (SLB) 0.0 $4.0k NEW 150.00 26.67
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $4.0k NEW 52.00 76.92
Canadian Imp Bk Comm Stock (CM) 0.0 $4.0k NEW 40.00 100.00
Royal Bk Cda Stock (RY) 0.0 $4.0k NEW 40.00 100.00
Bank Montreal Que Stock (BMO) 0.0 $4.0k NEW 50.00 80.00
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $4.0k NEW 100.00 40.00
Ecolab Stock (ECL) 0.0 $4.0k NEW 18.00 222.22
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $3.0k NEW 102.00 29.41
Ppl Corp Stock (PPL) 0.0 $3.0k NEW 108.00 27.78
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $3.0k NEW 11.00 272.73
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $3.0k -99% 34.00 88.24
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) 0.0 $3.0k NEW 50.00 60.00
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $3.0k NEW 32.00 93.75