Welch & Forbes

Latest statistics and disclosures from Welch & Forbes's latest quarterly 13F-HR filing:

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Portfolio Holdings for Welch & Forbes

Welch & Forbes holds 378 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.5 $403M -13% 446k 903.56
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Microsoft Corporation (MSFT) 5.3 $383M 910k 420.72
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Apple (AAPL) 4.2 $306M 1.8M 171.48
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O'reilly Automotive (ORLY) 3.2 $234M 208k 1128.88
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Visa Com Cl A (V) 2.9 $211M 754k 279.08
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Stryker Corporation (SYK) 2.6 $187M 522k 357.87
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Alphabet Cap Stk Cl C (GOOG) 2.5 $181M 1.2M 152.26
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Danaher Corporation (DHR) 2.3 $169M 676k 249.72
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Home Depot (HD) 2.3 $166M 432k 383.60
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Fiserv (FI) 2.0 $145M 909k 159.82
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JPMorgan Chase & Co. (JPM) 2.0 $144M 717k 200.30
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Ansys (ANSS) 1.9 $140M -3% 403k 347.16
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Procter & Gamble Company (PG) 1.8 $130M 799k 162.25
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Costco Wholesale Corporation (COST) 1.7 $126M 172k 732.63
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Johnson & Johnson (JNJ) 1.6 $117M -3% 742k 158.19
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Raytheon Technologies Corp (RTX) 1.6 $116M 1.2M 97.53
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Roper Industries (ROP) 1.5 $112M 199k 560.84
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Ecolab (ECL) 1.5 $109M 471k 230.90
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Chubb (CB) 1.5 $107M 414k 259.13
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Eli Lilly & Co. (LLY) 1.5 $106M +2% 136k 777.96
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Pepsi (PEP) 1.4 $101M -2% 576k 175.01
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Watsco, Incorporated (WSO) 1.3 $95M +2% 220k 431.97
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IDEXX Laboratories (IDXX) 1.3 $92M 170k 539.93
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McDonald's Corporation (MCD) 1.2 $89M 317k 281.95
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $86M -16% 154k 556.40
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Mettler-Toledo International (MTD) 1.1 $83M -2% 63k 1331.29
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Amazon (AMZN) 1.1 $83M +2% 462k 180.38
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Ameriprise Financial (AMP) 1.1 $81M -6% 184k 438.44
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Vertex Pharmaceuticals Incorporated (VRTX) 1.1 $81M +2% 193k 418.01
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TJX Companies (TJX) 1.1 $80M 791k 101.42
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CarMax (KMX) 1.1 $79M 901k 87.11
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Arthur J. Gallagher & Co. (AJG) 1.1 $78M +3% 310k 250.04
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Abbott Laboratories (ABT) 1.0 $73M 646k 113.66
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $69M 455k 150.93
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Abbvie (ABBV) 0.9 $68M -2% 372k 182.10
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ResMed (RMD) 0.9 $64M +4% 323k 198.03
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Chevron Corporation (CVX) 0.9 $64M +3% 405k 157.74
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Automatic Data Processing (ADP) 0.8 $61M 246k 249.74
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Iron Mountain (IRM) 0.8 $58M 728k 80.21
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Adobe Systems Incorporated (ADBE) 0.8 $55M +12% 109k 504.60
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Thermo Fisher Scientific (TMO) 0.7 $55M +7% 94k 581.21
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $54M 129k 420.52
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Meta Platforms Cl A (META) 0.7 $53M 108k 485.58
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Comcast Corp Cl A (CMCSA) 0.7 $51M -2% 1.2M 43.35
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Lincoln Electric Holdings (LECO) 0.7 $50M +5% 195k 255.44
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A. O. Smith Corporation (AOS) 0.7 $50M 557k 89.46
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Merck & Co (MRK) 0.7 $49M 374k 131.95
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Paychex (PAYX) 0.7 $49M -2% 395k 122.80
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Church & Dwight (CHD) 0.6 $47M 453k 104.31
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Linde SHS (LIN) 0.6 $44M 94k 464.32
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $43M +3% 865k 50.17
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $42M +4% 122k 346.61
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Bank of America Corporation (BAC) 0.5 $40M 1.0M 37.92
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Exxon Mobil Corporation (XOM) 0.5 $37M 318k 116.24
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Cintas Corporation (CTAS) 0.5 $34M +6% 49k 687.03
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AFLAC Incorporated (AFL) 0.5 $33M -11% 389k 85.86
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First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $33M 1.1M 29.53
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Nextera Energy (NEE) 0.4 $32M +17% 507k 63.91
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Carlisle Companies (CSL) 0.4 $32M +4% 82k 391.85
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Booking Holdings (BKNG) 0.4 $32M 8.7k 3627.88
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Cisco Systems (CSCO) 0.4 $32M +2% 632k 49.91
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Verizon Communications (VZ) 0.4 $31M +4% 743k 41.96
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Wal-Mart Stores (WMT) 0.4 $31M +205% 510k 60.17
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Xylem (XYL) 0.4 $30M +334% 231k 129.24
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Otis Worldwide Corp (OTIS) 0.4 $29M -2% 296k 99.27
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Dover Corporation (DOV) 0.4 $29M 166k 177.19
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Omni (OMC) 0.4 $29M 296k 96.76
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L3harris Technologies (LHX) 0.4 $28M +9% 132k 213.10
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $28M +7% 605k 46.21
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Tractor Supply Company (TSCO) 0.4 $26M +13% 100k 261.72
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Qualcomm (QCOM) 0.4 $26M -2% 154k 169.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $24M -31% 47k 523.07
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Ball Corporation (BALL) 0.3 $24M 360k 67.36
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Starbucks Corporation (SBUX) 0.3 $24M 265k 91.39
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Edwards Lifesciences (EW) 0.3 $24M -4% 246k 95.56
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GSK Sponsored Adr (GSK) 0.3 $22M 521k 42.87
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $22M 685k 32.23
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Constellation Brands Cl A (STZ) 0.3 $21M 78k 271.76
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Becton, Dickinson and (BDX) 0.3 $21M -2% 85k 247.45
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American Express Company (AXP) 0.3 $20M 89k 227.69
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Moody's Corporation (MCO) 0.3 $19M +13% 49k 393.03
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Coca-Cola Company (KO) 0.3 $19M -9% 313k 61.18
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Intel Corporation (INTC) 0.3 $19M -2% 425k 44.17
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Lancaster Colony (LANC) 0.2 $16M +6% 77k 207.63
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Oracle Corporation (ORCL) 0.2 $15M 119k 125.61
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Emerson Electric (EMR) 0.2 $15M -5% 131k 113.42
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Cummins (CMI) 0.2 $14M 48k 294.65
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Boston Scientific Corporation (BSX) 0.2 $14M 205k 68.49
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Expeditors International of Washington (EXPD) 0.2 $14M -10% 114k 121.57
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Cognex Corporation (CGNX) 0.2 $14M +4% 324k 42.42
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Pfizer (PFE) 0.2 $13M -6% 472k 27.75
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Toronto Dominion Bk Ont Com New (TD) 0.2 $13M -28% 215k 60.38
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International Business Machines (IBM) 0.2 $12M -5% 65k 190.96
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Shopify Cl A (SHOP) 0.1 $10M +45% 134k 77.17
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United Parcel Service CL B (UPS) 0.1 $10M -2% 68k 148.63
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Sherwin-Williams Company (SHW) 0.1 $10M 29k 347.33
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Carrier Global Corporation (CARR) 0.1 $9.4M -11% 162k 58.13
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American Water Works (AWK) 0.1 $9.2M -43% 75k 122.21
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Fortive (FTV) 0.1 $9.1M -15% 106k 86.02
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Air Products & Chemicals (APD) 0.1 $8.9M -7% 37k 242.27
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Progressive Corporation (PGR) 0.1 $8.7M -2% 42k 206.82
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Caterpillar (CAT) 0.1 $8.7M -4% 24k 366.43
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General Electric Com New (GE) 0.1 $8.6M +6% 49k 175.53
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RPM International (RPM) 0.1 $8.3M 70k 118.95
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.1 $8.1M 7.0M 1.16
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $8.0M 73k 108.92
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $7.8M -2% 37k 210.30
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $7.7M +15% 131k 58.65
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Amgen (AMGN) 0.1 $7.4M 26k 284.32
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Mastercard Incorporated Cl A (MA) 0.1 $7.2M 15k 481.57
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SYSCO Corporation (SYY) 0.1 $7.2M -15% 89k 81.18
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $6.9M +5% 217k 31.62
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Bristol Myers Squibb (BMY) 0.1 $6.7M -8% 124k 54.23
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Novartis Sponsored Adr (NVS) 0.1 $6.7M 69k 96.73
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Icon SHS (ICLR) 0.1 $6.6M 20k 335.95
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $6.6M +39% 13k 525.73
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Equinix (EQIX) 0.1 $6.3M +7% 7.7k 825.33
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Illinois Tool Works (ITW) 0.1 $6.3M -2% 24k 268.33
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Duke Energy Corp Com New (DUK) 0.1 $6.2M -6% 64k 96.71
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Medtronic SHS (MDT) 0.1 $6.1M -16% 70k 87.15
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Colgate-Palmolive Company (CL) 0.1 $6.0M 67k 90.05
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Mongodb Cl A (MDB) 0.1 $5.9M NEW 16k 358.64
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General Mills (GIS) 0.1 $5.8M -3% 83k 69.97
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Check Point Software Tech Lt Ord (CHKP) 0.1 $5.8M -2% 35k 164.01
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Texas Instruments Incorporated (TXN) 0.1 $5.7M 33k 174.21
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Analog Devices (ADI) 0.1 $5.7M 29k 197.79
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Walt Disney Company (DIS) 0.1 $5.7M -11% 46k 122.36
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3M Company (MMM) 0.1 $5.7M 53k 106.07
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Haleon Spon Ads (HLN) 0.1 $5.5M 648k 8.49
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CVS Caremark Corporation (CVS) 0.1 $5.2M -42% 65k 79.76
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Union Pacific Corporation (UNP) 0.1 $4.9M -6% 20k 245.93
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Nike CL B (NKE) 0.1 $4.8M -13% 51k 93.98
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Lowe's Companies (LOW) 0.1 $4.4M 17k 254.73
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Verisk Analytics (VRSK) 0.1 $4.4M 19k 235.73
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.3M +2% 84k 51.28
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Broadcom (AVGO) 0.1 $4.3M 3.2k 1325.41
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Valero Energy Corporation (VLO) 0.1 $4.2M 25k 170.69
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State Street Corporation (STT) 0.1 $4.1M -20% 54k 77.32
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $4.1M 15k 270.80
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Wells Fargo & Company (WFC) 0.1 $4.0M 69k 57.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.9M +367% 65k 60.74
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Intuitive Surgical Com New (ISRG) 0.1 $3.9M 9.9k 399.09
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.8M +21% 35k 110.52
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Ishares Gold Tr Ishares New (IAU) 0.1 $3.8M 90k 42.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $3.5M 8.0k 444.01
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Cigna Corp (CI) 0.0 $3.5M -6% 9.6k 363.19
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Lockheed Martin Corporation (LMT) 0.0 $3.5M +2% 7.6k 454.85
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.3M -11% 44k 76.67
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Veralto Corp Com Shs (VLTO) 0.0 $3.3M -70% 38k 88.66
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Chefs Whse (CHEF) 0.0 $3.3M 86k 37.66
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ConocoPhillips (COP) 0.0 $3.2M 26k 127.28
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Rollins (ROL) 0.0 $3.2M 70k 46.27
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $3.2M 175k 18.22
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Marsh & McLennan Companies (MMC) 0.0 $3.1M -14% 15k 205.98
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $3.0M 23k 131.24
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EOG Resources (EOG) 0.0 $3.0M 24k 127.84
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Intuit (INTU) 0.0 $3.0M 4.6k 650.00
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.9M 13k 228.59
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Kimberly-Clark Corporation (KMB) 0.0 $2.9M -28% 22k 129.35
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Novo-nordisk A S Adr (NVO) 0.0 $2.8M 22k 128.40
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salesforce (CRM) 0.0 $2.7M -13% 8.9k 301.18
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Ishares Tr S&p 100 Etf (OEF) 0.0 $2.7M +29% 11k 247.41
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Palo Alto Networks (PANW) 0.0 $2.7M 9.3k 284.13
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.6M 63k 41.77
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Gartner (IT) 0.0 $2.6M -13% 5.5k 476.67
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Fastenal Company (FAST) 0.0 $2.5M +7% 33k 77.14
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Vanguard Index Fds Value Etf (VTV) 0.0 $2.5M +3% 16k 162.86
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Alliant Energy Corporation (LNT) 0.0 $2.5M 50k 50.40
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BP Sponsored Adr (BP) 0.0 $2.5M -2% 67k 37.68
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.5M 31k 80.63
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Parker-Hannifin Corporation (PH) 0.0 $2.5M -3% 4.5k 555.79
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Honeywell International (HON) 0.0 $2.5M +5% 12k 205.25
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At&t (T) 0.0 $2.5M 140k 17.60
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.5M 9.8k 249.86
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $2.5M -10% 41k 59.62
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West Pharmaceutical Services (WST) 0.0 $2.4M +64% 6.1k 395.71
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $2.4M -2% 8.4k 288.03
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $2.4M -24% 113k 21.15
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Copart (CPRT) 0.0 $2.4M -3% 41k 57.92
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Capital One Financial (COF) 0.0 $2.4M -51% 16k 148.89
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Marathon Petroleum Corp (MPC) 0.0 $2.4M 12k 201.50
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Philip Morris International (PM) 0.0 $2.4M -4% 26k 91.62
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Ishares Tr Tips Bd Etf (TIP) 0.0 $2.4M -11% 22k 107.41
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UnitedHealth (UNH) 0.0 $2.3M 4.7k 494.70
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Mondelez Intl Cl A (MDLZ) 0.0 $2.3M -4% 33k 70.00
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $2.3M +2% 29k 79.86
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Canadian Natl Ry (CNI) 0.0 $2.3M 17k 131.71
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Deere & Company (DE) 0.0 $2.3M 5.5k 410.74
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Masco Corporation (MAS) 0.0 $2.1M 27k 78.88
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $2.1M -8% 4.4k 480.70
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Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $2.1M 206k 10.25
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Gilead Sciences (GILD) 0.0 $2.0M -4% 28k 73.25
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Veeva Sys Cl A Com (VEEV) 0.0 $2.0M +12% 8.7k 231.69
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Hubbell (HUBB) 0.0 $2.0M 4.8k 415.05
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.9M +7% 22k 84.09
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American Tower Reit (AMT) 0.0 $1.8M +14% 9.1k 197.59
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Tesla Motors (TSLA) 0.0 $1.7M +9% 9.6k 175.79
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Global Partners Com Units (GLP) 0.0 $1.7M 37k 44.38
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Zimmer Holdings (ZBH) 0.0 $1.6M -7% 12k 131.98
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Northrop Grumman Corporation (NOC) 0.0 $1.6M -9% 3.3k 478.66
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BlackRock (BLK) 0.0 $1.5M 1.9k 833.70
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Truist Financial Corp equities (TFC) 0.0 $1.5M -9% 40k 38.98
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Us Bancorp Del Com New (USB) 0.0 $1.5M -8% 35k 44.70
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.5M +28% 18k 83.58
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.5M -4% 12k 131.37
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General Motors Company (GM) 0.0 $1.5M 33k 45.35
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Broadridge Financial Solutions (BR) 0.0 $1.4M -7% 6.9k 204.86
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Applied Materials (AMAT) 0.0 $1.4M -3% 6.8k 206.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.4M -12% 4.0k 337.05
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Target Corporation (TGT) 0.0 $1.3M 7.6k 177.21
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Diageo Spon Adr New (DEO) 0.0 $1.3M -3% 8.8k 148.73
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PNC Financial Services (PNC) 0.0 $1.3M -22% 8.0k 161.60
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Waters Corporation (WAT) 0.0 $1.3M 3.7k 344.23
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Ishares Tr Select Divid Etf (DVY) 0.0 $1.3M -23% 10k 123.18
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General Dynamics Corporation (GD) 0.0 $1.3M 4.5k 282.49
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Watts Water Technologies Cl A (WTS) 0.0 $1.2M -20% 5.7k 212.55
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.2M +2% 10k 116.84
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Waste Management (WM) 0.0 $1.2M 5.6k 213.15
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Mccormick & Co Com Non Vtg (MKC) 0.0 $1.2M -13% 15k 76.81
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Servicenow (NOW) 0.0 $1.1M +3% 1.5k 762.40
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Allstate Corporation (ALL) 0.0 $1.1M 6.4k 173.01
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Phillips 66 (PSX) 0.0 $1.1M 6.7k 163.34
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Gentex Corporation (GNTX) 0.0 $1.1M -25% 30k 36.12
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J Jill Group (JILL) 0.0 $1.0M 32k 31.97
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Wec Energy Group (WEC) 0.0 $1.0M 12k 82.12
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John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $983k 50k 19.66
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Dupont De Nemours (DD) 0.0 $970k +4% 13k 76.67
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Enterprise Products Partners (EPD) 0.0 $956k +29% 33k 29.18
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Black Stone Minerals Com Unit (BSM) 0.0 $942k 59k 15.98
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Altria (MO) 0.0 $938k -7% 22k 43.62
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $925k -3% 10k 90.91
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Hershey Company (HSY) 0.0 $919k 4.7k 194.50
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Waste Connections (WCN) 0.0 $907k 5.3k 172.01
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $906k 9.9k 91.25
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Genuine Parts Company (GPC) 0.0 $903k -2% 5.8k 154.93
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Dow (DOW) 0.0 $881k +7% 15k 57.93
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $871k -19% 21k 41.08
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $869k -5% 4.9k 179.11
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Amphenol Corp Cl A (APH) 0.0 $855k -15% 7.4k 115.35
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Eaton Corp SHS (ETN) 0.0 $835k +8% 2.7k 312.68
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Wabtec Corporation (WAB) 0.0 $831k -14% 5.7k 145.68
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Aptiv SHS (APTV) 0.0 $828k -49% 10k 79.65
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $812k 12k 66.57
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CSX Corporation (CSX) 0.0 $810k 22k 37.07
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Unilever Spon Adr New (UL) 0.0 $796k -30% 16k 50.19
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Corteva (CTVA) 0.0 $782k +23% 14k 57.67
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $780k -17% 11k 74.22
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Northeast Bk Lewiston Me (NBN) 0.0 $775k 14k 55.34
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PPG Industries (PPG) 0.0 $755k -12% 5.2k 144.90
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Travelers Companies (TRV) 0.0 $751k 3.3k 230.14
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Jack Henry & Associates (JKHY) 0.0 $745k 4.3k 173.73
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $732k 36k 20.34
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Bank Ozk (OZK) 0.0 $700k -3% 15k 45.46
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Select Sector Spdr Tr Technology (XLK) 0.0 $692k +38% 3.3k 208.27
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $682k -7% 9.0k 75.40
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Workday Cl A (WDAY) 0.0 $673k 2.5k 272.75
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Shell Spon Ads (SHEL) 0.0 $673k 10k 67.04
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $672k -18% 56k 12.06
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Schlumberger Com Stk (SLB) 0.0 $657k -15% 12k 54.81
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Paypal Holdings (PYPL) 0.0 $649k -64% 9.7k 66.99
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Hp (HPQ) 0.0 $636k NEW 21k 30.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $636k +5% 6.5k 97.94
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $634k 1.00 634440.00
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Kkr & Co (KKR) 0.0 $631k -4% 6.3k 100.58
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $622k NEW 7.0k 89.20
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Spdr Gold Tr Gold Shs (GLD) 0.0 $615k +8% 3.0k 205.72
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Affiliated Managers (AMG) 0.0 $611k 3.7k 167.47
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W.W. Grainger (GWW) 0.0 $610k 600.00 1017.30
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Wright Express (WEX) 0.0 $600k 2.5k 237.53
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Nutrien (NTR) 0.0 $597k -9% 11k 54.31
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Morgan Stanley Com New (MS) 0.0 $590k 6.3k 94.16
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Prologis (PLD) 0.0 $583k -3% 4.5k 130.22
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Steris Shs Usd (STE) 0.0 $582k 2.6k 224.82
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $573k 11k 51.06
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $571k 3.6k 158.81
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Stericycle (SRCL) 0.0 $570k -16% 11k 52.75
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Airbnb Com Cl A (ABNB) 0.0 $568k 3.4k 164.96
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Vanguard World Health Car Etf (VHT) 0.0 $563k 2.1k 270.52
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Eversource Energy (ES) 0.0 $557k -13% 9.3k 59.77
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $552k -4% 6.5k 84.44
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Topbuild (BLD) 0.0 $548k 1.2k 440.73
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Boeing Company (BA) 0.0 $532k 2.8k 192.99
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WESCO International (WCC) 0.0 $531k NEW 3.1k 171.28
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Goldman Sachs (GS) 0.0 $526k 1.3k 417.69
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Kenvue (KVUE) 0.0 $522k 24k 21.46
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $512k +2% 7.1k 72.63
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Iqvia Holdings (IQV) 0.0 $511k -22% 2.0k 252.89
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Southern Company (SO) 0.0 $510k -5% 7.1k 71.74
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United Rentals (URI) 0.0 $510k 707.00 721.11
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Hartford Financial Services (HIG) 0.0 $495k 4.8k 103.05
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $486k 2.6k 186.81
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $485k -15% 2.2k 218.46
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Barrick Gold Corp (GOLD) 0.0 $483k 29k 16.64
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $475k 2.5k 190.68
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NetApp (NTAP) 0.0 $456k 4.3k 104.97
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Donaldson Company (DCI) 0.0 $446k 6.0k 74.68
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $445k +61% 2.4k 182.61
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Ford Motor Company (F) 0.0 $432k 33k 13.28
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Ishares Tr National Mun Etf (MUB) 0.0 $432k NEW 4.0k 107.60
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $430k 4.8k 89.90
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Bce Com New (BCE) 0.0 $429k -8% 13k 33.98
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Tyler Technologies (TYL) 0.0 $425k 999.00 425.01
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $417k -33% 9.2k 45.37
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Charles Schwab Corporation (SCHW) 0.0 $415k 5.7k 72.34
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Stanley Black & Decker (SWK) 0.0 $415k -6% 4.2k 97.93
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S&p Global (SPGI) 0.0 $412k -9% 968.00 425.45
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MetLife (MET) 0.0 $411k 5.6k 74.11
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Enbridge (ENB) 0.0 $406k -15% 11k 36.18
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Hess (HES) 0.0 $405k 2.7k 152.64
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Oneok (OKE) 0.0 $395k -28% 4.9k 80.17
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Entegris (ENTG) 0.0 $392k 2.8k 140.54
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Hewlett Packard Enterprise (HPE) 0.0 $389k NEW 22k 17.73
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Morningstar (MORN) 0.0 $378k 1.2k 308.37
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Lauder Estee Cos Cl A (EL) 0.0 $378k 2.5k 154.15
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American Electric Power Company (AEP) 0.0 $372k 4.3k 86.10
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Vanguard Index Fds Growth Etf (VUG) 0.0 $370k +33% 1.1k 344.20
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FormFactor (FORM) 0.0 $365k 8.0k 45.63
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $362k -12% 911.00 397.76
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Vanguard World Energy Etf (VDE) 0.0 $353k -11% 2.7k 131.70
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Norfolk Southern (NSC) 0.0 $334k -6% 1.3k 254.87
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Kla Corp Com New (KLAC) 0.0 $328k 470.00 698.57
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $324k NEW 1.0k 320.59
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M&T Bank Corporation (MTB) 0.0 $324k 2.2k 145.44
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McGrath Rent (MGRC) 0.0 $321k 2.6k 123.37
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $316k +200% 1.4k 225.92
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Vontier Corporation (VNT) 0.0 $310k 6.8k 45.36
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Constellation Energy (CEG) 0.0 $310k NEW 1.7k 184.85
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $307k NEW 3.0k 102.28
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $307k -15% 7.1k 43.04
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Southern Missouri Ban (SMBC) 0.0 $304k -9% 7.0k 43.71
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Discover Financial Services (DFS) 0.0 $303k 2.3k 131.09
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Crown Castle Intl (CCI) 0.0 $302k NEW 2.9k 105.83
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Hubspot (HUBS) 0.0 $301k -17% 481.00 626.56
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Halliburton Company (HAL) 0.0 $300k 7.6k 39.42
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Ishares Tr Ishares Biotech (IBB) 0.0 $299k 2.2k 137.22
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Sprott Physical Gold Tr Unit (PHYS) 0.0 $299k -18% 17k 17.30
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Northern Trust Corporation (NTRS) 0.0 $298k -3% 3.4k 88.92
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Public Service Enterprise (PEG) 0.0 $296k 4.4k 66.78
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $295k 1.1k 259.90
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Uber Technologies (UBER) 0.0 $292k -51% 3.8k 76.99
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Easterly Government Properti reit (DEA) 0.0 $285k 25k 11.51
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Canadian Natural Resources (CNQ) 0.0 $277k 3.6k 76.32
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Globe Life (GL) 0.0 $276k 2.4k 116.37
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Textron (TXT) 0.0 $276k 2.9k 95.93
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Aon Shs Cl A (AON) 0.0 $274k -3% 821.00 333.72
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Bhp Group Sponsored Ads (BHP) 0.0 $272k 4.7k 57.69
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Apa Corporation (APA) 0.0 $272k -9% 7.9k 34.38
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Eastern Bankshares (EBC) 0.0 $272k -37% 20k 13.78
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Essential Utils (WTRG) 0.0 $271k -31% 7.3k 37.05
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Illumina (ILMN) 0.0 $269k 2.0k 137.32
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Humana (HUM) 0.0 $268k 773.00 346.72
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Hingham Institution for Savings (HIFS) 0.0 $266k 1.5k 174.46
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Cbiz (CBZ) 0.0 $266k 3.4k 78.50
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eBay (EBAY) 0.0 $264k 5.0k 52.78
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $263k 6.2k 42.57
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Agilent Technologies Inc C ommon (A) 0.0 $260k NEW 1.8k 145.51
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Intercontinental Exchange (ICE) 0.0 $255k +11% 1.9k 137.43
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Proshares Tr Bitcoin Strate (BITO) 0.0 $252k NEW 7.8k 32.30
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $252k NEW 1.1k 224.99
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Lindsay Corporation (LNN) 0.0 $247k -20% 2.1k 117.66
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $239k 2.4k 98.78
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $236k NEW 2.0k 115.30
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Republic Services (RSG) 0.0 $235k -3% 1.2k 191.44
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Newmont Mining Corporation (NEM) 0.0 $230k NEW 6.4k 35.84
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Anthem (ELV) 0.0 $224k NEW 431.00 518.54
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Cadence Design Systems (CDNS) 0.0 $217k NEW 697.00 311.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $214k -8% 1.9k 114.14
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Marathon Oil Corporation (MRO) 0.0 $213k NEW 7.5k 28.34
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Kinsale Cap Group (KNSL) 0.0 $210k NEW 400.00 524.74
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Dominion Resources (D) 0.0 $208k 4.2k 49.19
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Exelon Corporation (EXC) 0.0 $207k NEW 5.5k 37.57
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T. Rowe Price (