Appleton Partners as of March 31, 2018
Portfolio Holdings for Appleton Partners
Appleton Partners holds 260 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr (GSLC) | 3.7 | $24M | 452k | 53.41 | |
| Apple (AAPL) | 3.6 | $24M | 143k | 167.78 | |
| Spdr S&p 500 Etf (SPY) | 2.9 | $19M | 73k | 263.15 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $17M | 158k | 109.97 | |
| Visa (V) | 2.6 | $17M | 143k | 119.62 | |
| Home Depot (HD) | 2.3 | $15M | 86k | 178.24 | |
| Amazon (AMZN) | 1.7 | $11M | 7.7k | 1447.36 | |
| iShares Lehman Aggregate Bond (AGG) | 1.7 | $11M | 104k | 107.25 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $11M | 52k | 206.46 | |
| Facebook Inc cl a (META) | 1.6 | $10M | 64k | 159.79 | |
| Lockheed Martin Corporation (LMT) | 1.5 | $9.9M | 29k | 337.94 | |
| Bank of America Corporation (BAC) | 1.5 | $9.6M | 322k | 29.99 | |
| American Tower Reit (AMT) | 1.4 | $9.5M | 66k | 145.34 | |
| Microsoft Corporation (MSFT) | 1.4 | $9.2M | 101k | 91.27 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.4 | $9.2M | 145k | 63.08 | |
| Johnson & Johnson (JNJ) | 1.3 | $8.7M | 68k | 128.15 | |
| Pepsi (PEP) | 1.3 | $8.5M | 78k | 109.15 | |
| Constellation Brands (STZ) | 1.2 | $8.1M | 36k | 227.92 | |
| Intuit (INTU) | 1.1 | $7.4M | 43k | 173.35 | |
| UnitedHealth (UNH) | 1.1 | $7.2M | 34k | 213.99 | |
| Goldman Sachs (GS) | 1.1 | $7.0M | 28k | 251.86 | |
| Intercontinental Exchange (ICE) | 1.1 | $7.0M | 96k | 72.52 | |
| Sherwin-Williams Company (SHW) | 1.0 | $6.8M | 18k | 392.12 | |
| Zoetis Inc Cl A (ZTS) | 1.0 | $6.7M | 80k | 83.51 | |
| Costco Wholesale Corporation (COST) | 1.0 | $6.7M | 35k | 188.42 | |
| Spdr Index Shs Fds em qual mix (QEMM) | 1.0 | $6.7M | 102k | 65.55 | |
| Procter & Gamble Company (PG) | 0.9 | $6.1M | 77k | 79.28 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.9 | $6.1M | 205k | 29.84 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $6.1M | 28k | 216.08 | |
| Roper Industries (ROP) | 0.9 | $6.0M | 21k | 280.70 | |
| Vanguard Europe Pacific ETF (VEA) | 0.9 | $5.9M | 134k | 44.25 | |
| Abbvie (ABBV) | 0.9 | $5.9M | 62k | 94.65 | |
| Medtronic (MDT) | 0.9 | $5.9M | 74k | 80.22 | |
| TJX Companies (TJX) | 0.9 | $5.9M | 72k | 81.56 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.9 | $5.8M | 54k | 106.73 | |
| Broad | 0.8 | $5.4M | 23k | 235.63 | |
| Verizon Communications (VZ) | 0.8 | $5.3M | 111k | 47.82 | |
| iShares Russell 2000 Index (IWM) | 0.8 | $5.3M | 35k | 151.83 | |
| Nxp Semiconductors N V (NXPI) | 0.8 | $5.3M | 45k | 117.01 | |
| Schwab International Equity ETF (SCHF) | 0.8 | $5.2M | 155k | 33.71 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $5.1M | 4.9k | 1031.88 | |
| Carnival Corporation (CCL) | 0.8 | $5.0M | 77k | 65.59 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $4.9M | 66k | 74.61 | |
| SVB Financial (SIVBQ) | 0.7 | $4.8M | 20k | 240.01 | |
| Ishares Tr eafe min volat (EFAV) | 0.7 | $4.7M | 64k | 73.69 | |
| Paypal Holdings (PYPL) | 0.7 | $4.6M | 60k | 75.87 | |
| Accenture (ACN) | 0.7 | $4.5M | 29k | 153.50 | |
| McDonald's Corporation (MCD) | 0.7 | $4.3M | 28k | 156.37 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $4.3M | 62k | 69.68 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $4.3M | 4.1k | 1037.03 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.7 | $4.3M | 85k | 50.04 | |
| PowerShares Fin. Preferred Port. | 0.6 | $4.2M | 224k | 18.55 | |
| Dowdupont | 0.6 | $4.0M | 64k | 63.70 | |
| 3M Company (MMM) | 0.6 | $3.9M | 18k | 219.55 | |
| Vulcan Materials Company (VMC) | 0.6 | $3.8M | 34k | 114.18 | |
| Palo Alto Networks (PANW) | 0.6 | $3.7M | 21k | 181.51 | |
| Valero Energy Corporation (VLO) | 0.6 | $3.7M | 40k | 92.78 | |
| Netflix (NFLX) | 0.6 | $3.7M | 13k | 295.33 | |
| Etf Managers Tr purefunds ise cy | 0.6 | $3.7M | 107k | 34.27 | |
| Walt Disney Company (DIS) | 0.5 | $3.4M | 34k | 100.44 | |
| Domino's Pizza (DPZ) | 0.5 | $3.4M | 15k | 233.58 | |
| Ishares Inc core msci emkt (IEMG) | 0.5 | $3.4M | 58k | 58.40 | |
| Booking Holdings (BKNG) | 0.5 | $3.3M | 1.6k | 2080.25 | |
| Amgen (AMGN) | 0.5 | $3.2M | 19k | 170.47 | |
| Schlumberger (SLB) | 0.5 | $3.2M | 50k | 64.78 | |
| Xylem (XYL) | 0.5 | $3.2M | 42k | 76.91 | |
| Wabtec Corporation (WAB) | 0.5 | $3.1M | 38k | 81.40 | |
| Wells Fargo & Company (WFC) | 0.5 | $3.0M | 57k | 52.40 | |
| Federated Investors (FHI) | 0.4 | $2.9M | 87k | 33.40 | |
| Cisco Systems (CSCO) | 0.4 | $2.8M | 65k | 42.89 | |
| Verisign (VRSN) | 0.4 | $2.8M | 24k | 118.55 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $2.8M | 28k | 101.07 | |
| Northern Trust Corporation (NTRS) | 0.4 | $2.7M | 27k | 103.14 | |
| Citigroup (C) | 0.4 | $2.7M | 41k | 67.50 | |
| Mondelez Int (MDLZ) | 0.4 | $2.7M | 64k | 41.73 | |
| Ishares Tr core intl aggr (IAGG) | 0.4 | $2.6M | 50k | 52.67 | |
| EOG Resources (EOG) | 0.4 | $2.6M | 24k | 105.28 | |
| Sensata Technologies Hldg Bv | 0.4 | $2.6M | 50k | 51.83 | |
| Spdr Ser Tr cmn (SMLV) | 0.4 | $2.5M | 28k | 88.78 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $2.4M | 63k | 38.25 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.4 | $2.4M | 111k | 21.90 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $2.3M | 42k | 54.37 | |
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $2.3M | 34k | 69.13 | |
| J P Morgan Exchange Traded F fund (JPME) | 0.3 | $2.3M | 37k | 63.54 | |
| Intel Corporation (INTC) | 0.3 | $2.2M | 42k | 52.07 | |
| Applied Materials (AMAT) | 0.3 | $2.2M | 40k | 55.60 | |
| Kraft Heinz (KHC) | 0.3 | $2.2M | 36k | 62.29 | |
| Te Connectivity Ltd for (TEL) | 0.3 | $2.2M | 22k | 99.91 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $2.1M | 11k | 199.47 | |
| Edwards Lifesciences (EW) | 0.3 | $2.0M | 15k | 139.50 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.0M | 15k | 134.46 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $2.0M | 30k | 67.39 | |
| Merck & Co (MRK) | 0.3 | $2.0M | 37k | 54.48 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $1.9M | 39k | 48.29 | |
| J P Morgan Exchange Traded F fund (JPSE) | 0.3 | $1.9M | 66k | 29.11 | |
| Raytheon Company | 0.3 | $1.9M | 8.6k | 215.77 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 26k | 71.69 | |
| Vanguard Mid-Cap ETF (VO) | 0.3 | $1.8M | 12k | 154.22 | |
| Cme (CME) | 0.3 | $1.8M | 11k | 161.71 | |
| iShares Russell Midcap Index Fund (IWR) | 0.3 | $1.8M | 8.6k | 206.44 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.3 | $1.8M | 18k | 99.46 | |
| Pfizer (PFE) | 0.2 | $1.6M | 45k | 35.49 | |
| Boeing Company (BA) | 0.2 | $1.6M | 4.8k | 327.89 | |
| Stryker Corporation (SYK) | 0.2 | $1.6M | 9.9k | 160.89 | |
| Gilead Sciences (GILD) | 0.2 | $1.6M | 21k | 75.40 | |
| Crown Castle Intl (CCI) | 0.2 | $1.6M | 15k | 109.60 | |
| J P Morgan Exchange Traded F diversified et | 0.2 | $1.6M | 62k | 25.29 | |
| Ecolab (ECL) | 0.2 | $1.5M | 11k | 137.05 | |
| Republic Services (RSG) | 0.2 | $1.5M | 23k | 66.25 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $1.5M | 4.3k | 349.19 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 14k | 103.92 | |
| Illinois Tool Works (ITW) | 0.2 | $1.5M | 9.8k | 156.66 | |
| Illumina (ILMN) | 0.2 | $1.5M | 6.4k | 236.34 | |
| Albemarle Corporation (ALB) | 0.2 | $1.5M | 17k | 92.76 | |
| SPDR Gold Trust (GLD) | 0.2 | $1.4M | 12k | 125.75 | |
| United Technologies Corporation | 0.2 | $1.4M | 11k | 125.79 | |
| Chubb (CB) | 0.2 | $1.4M | 10k | 136.80 | |
| S&p Global (SPGI) | 0.2 | $1.3M | 7.0k | 191.04 | |
| Abbott Laboratories (ABT) | 0.2 | $1.2M | 21k | 59.94 | |
| General Electric Company | 0.2 | $1.3M | 95k | 13.48 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 19k | 63.23 | |
| Amphenol Corporation (APH) | 0.2 | $1.2M | 14k | 86.14 | |
| Jd (JD) | 0.2 | $1.2M | 31k | 40.50 | |
| Zayo Group Hldgs | 0.2 | $1.3M | 38k | 34.17 | |
| Coca-Cola Company (KO) | 0.2 | $1.2M | 27k | 43.42 | |
| Morgan Stanley (MS) | 0.2 | $1.2M | 22k | 53.94 | |
| Honeywell International (HON) | 0.2 | $1.2M | 8.2k | 144.46 | |
| iShares S&P 500 Index (IVV) | 0.2 | $1.2M | 4.6k | 265.29 | |
| Scotts Miracle-Gro Company (SMG) | 0.2 | $1.2M | 14k | 85.78 | |
| Vodafone Group New Adr F (VOD) | 0.2 | $1.1M | 41k | 27.82 | |
| Allergan | 0.2 | $1.1M | 6.8k | 168.24 | |
| MasterCard Incorporated (MA) | 0.2 | $1.0M | 5.8k | 175.12 | |
| At&t (T) | 0.2 | $1.0M | 29k | 35.66 | |
| International Business Machines (IBM) | 0.2 | $1.1M | 7.0k | 153.44 | |
| D.R. Horton (DHI) | 0.2 | $1.0M | 24k | 43.84 | |
| MGM Resorts International. (MGM) | 0.2 | $1.0M | 30k | 35.00 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $1.1M | 14k | 75.50 | |
| BlackRock (BLK) | 0.1 | $985k | 1.8k | 541.80 | |
| Ameriprise Financial (AMP) | 0.1 | $994k | 6.7k | 148.00 | |
| Automatic Data Processing (ADP) | 0.1 | $959k | 8.5k | 113.45 | |
| Celgene Corporation | 0.1 | $1.0M | 11k | 89.25 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $964k | 12k | 83.57 | |
| SPDR Barclays Capital High Yield B | 0.1 | $957k | 27k | 35.84 | |
| Comcast Corporation (CMCSA) | 0.1 | $950k | 28k | 34.16 | |
| Digital Realty Trust (DLR) | 0.1 | $934k | 8.9k | 105.33 | |
| Biogen Idec (BIIB) | 0.1 | $952k | 3.5k | 273.88 | |
| Spdr Ser Tr cmn (FLRN) | 0.1 | $892k | 29k | 30.71 | |
| Ishares Tr liquid inc etf (ICSH) | 0.1 | $951k | 19k | 50.12 | |
| PNC Financial Services (PNC) | 0.1 | $848k | 5.6k | 151.21 | |
| Chevron Corporation (CVX) | 0.1 | $865k | 7.6k | 114.00 | |
| Paychex (PAYX) | 0.1 | $862k | 14k | 61.57 | |
| SYSCO Corporation (SYY) | 0.1 | $848k | 14k | 59.95 | |
| Electronic Arts (EA) | 0.1 | $887k | 7.3k | 121.26 | |
| Delphi Automotive Inc international (APTV) | 0.1 | $824k | 9.7k | 84.95 | |
| Novartis (NVS) | 0.1 | $772k | 9.6k | 80.83 | |
| eBay (EBAY) | 0.1 | $815k | 20k | 40.24 | |
| V.F. Corporation (VFC) | 0.1 | $728k | 9.8k | 74.10 | |
| Church & Dwight (CHD) | 0.1 | $699k | 14k | 50.36 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $710k | 5.8k | 121.91 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $713k | 8.3k | 85.66 | |
| Spdr Series Trust equity (IBND) | 0.1 | $716k | 20k | 35.99 | |
| Wec Energy Group (WEC) | 0.1 | $716k | 11k | 62.66 | |
| Utilities SPDR (XLU) | 0.1 | $637k | 13k | 50.54 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $683k | 15k | 46.95 | |
| Ishares Tr usa min vo (USMV) | 0.1 | $664k | 13k | 51.92 | |
| Metropcs Communications (TMUS) | 0.1 | $686k | 11k | 61.00 | |
| NVIDIA Corporation (NVDA) | 0.1 | $624k | 2.7k | 231.54 | |
| CVS Caremark Corporation (CVS) | 0.1 | $591k | 9.5k | 62.19 | |
| Air Products & Chemicals (APD) | 0.1 | $619k | 3.9k | 159.04 | |
| Deere & Company (DE) | 0.1 | $567k | 3.7k | 155.21 | |
| Nike (NKE) | 0.1 | $615k | 9.3k | 66.48 | |
| Clorox Company (CLX) | 0.1 | $618k | 4.6k | 133.16 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $610k | 3.3k | 187.46 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $561k | 2.9k | 190.56 | |
| SPDR S&P Dividend (SDY) | 0.1 | $581k | 6.4k | 91.24 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $609k | 6.0k | 101.58 | |
| Eli Lilly & Co. (LLY) | 0.1 | $539k | 7.0k | 77.43 | |
| Nextera Energy (NEE) | 0.1 | $545k | 3.3k | 163.27 | |
| Danaher Corporation (DHR) | 0.1 | $553k | 5.7k | 97.86 | |
| Prudential Financial (PRU) | 0.1 | $521k | 5.0k | 103.64 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $522k | 3.8k | 136.11 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $521k | 1.5k | 341.64 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $518k | 4.2k | 122.92 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $506k | 7.7k | 65.83 | |
| Caterpillar (CAT) | 0.1 | $445k | 3.0k | 147.30 | |
| CSX Corporation (CSX) | 0.1 | $429k | 7.7k | 55.66 | |
| Waste Management (WM) | 0.1 | $453k | 5.4k | 84.19 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $476k | 11k | 43.38 | |
| Altria (MO) | 0.1 | $470k | 7.5k | 62.26 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $488k | 4.4k | 109.91 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $440k | 2.7k | 160.17 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $462k | 7.6k | 60.96 | |
| Dominion Resources (D) | 0.1 | $363k | 5.4k | 67.41 | |
| PPG Industries (PPG) | 0.1 | $395k | 3.5k | 111.71 | |
| Akamai Technologies (AKAM) | 0.1 | $411k | 5.8k | 71.00 | |
| Praxair | 0.1 | $411k | 2.8k | 144.46 | |
| Vail Resorts (MTN) | 0.1 | $421k | 1.9k | 221.93 | |
| Brookdale Senior Living (BKD) | 0.1 | $401k | 60k | 6.71 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $393k | 1.6k | 241.10 | |
| First Trust IPOX-100 Index Fund (FPX) | 0.1 | $393k | 5.7k | 68.47 | |
| Claymore Exchange-traded Fd gugg spinoff etf | 0.1 | $384k | 7.2k | 53.38 | |
| Workday Inc cl a (WDAY) | 0.1 | $398k | 3.1k | 126.99 | |
| Gci Liberty Incorporated | 0.1 | $398k | 7.5k | 52.93 | |
| Broadridge Financial Solutions (BR) | 0.1 | $317k | 2.9k | 109.57 | |
| FedEx Corporation (FDX) | 0.1 | $347k | 1.4k | 239.97 | |
| Consolidated Edison (ED) | 0.1 | $336k | 4.3k | 77.85 | |
| Travelers Companies (TRV) | 0.1 | $321k | 2.3k | 138.90 | |
| Philip Morris International (PM) | 0.1 | $350k | 3.5k | 99.43 | |
| Target Corporation (TGT) | 0.1 | $332k | 4.8k | 69.47 | |
| Weyerhaeuser Company (WY) | 0.1 | $330k | 9.4k | 35.02 | |
| Southern Company (SO) | 0.1 | $324k | 7.3k | 44.68 | |
| Oracle Corporation (ORCL) | 0.1 | $299k | 6.5k | 45.82 | |
| Carlisle Companies (CSL) | 0.1 | $338k | 3.2k | 104.29 | |
| iShares Russell 3000 Value Index (IUSV) | 0.1 | $335k | 6.3k | 53.05 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $358k | 2.3k | 154.51 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.1 | $359k | 8.9k | 40.27 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.1 | $304k | 7.1k | 42.89 | |
| U.S. Bancorp (USB) | 0.0 | $234k | 4.6k | 50.54 | |
| American Express Company (AXP) | 0.0 | $247k | 2.7k | 93.21 | |
| Rli (RLI) | 0.0 | $296k | 4.7k | 63.32 | |
| Wal-Mart Stores (WMT) | 0.0 | $271k | 3.0k | 89.03 | |
| United Parcel Service (UPS) | 0.0 | $246k | 2.4k | 104.55 | |
| Public Storage (PSA) | 0.0 | $284k | 1.4k | 200.42 | |
| Sealed Air (SEE) | 0.0 | $280k | 6.5k | 42.87 | |
| ConocoPhillips (COP) | 0.0 | $249k | 4.2k | 59.19 | |
| Halliburton Company (HAL) | 0.0 | $275k | 5.9k | 46.87 | |
| salesforce (CRM) | 0.0 | $240k | 2.1k | 116.11 | |
| Southwest Airlines (LUV) | 0.0 | $267k | 4.7k | 57.22 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $288k | 3.3k | 86.56 | |
| Tesla Motors (TSLA) | 0.0 | $248k | 931.00 | 266.38 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $241k | 3.1k | 76.97 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $278k | 1.9k | 146.70 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $254k | 2.2k | 113.19 | |
| Ishares High Dividend Equity F (HDV) | 0.0 | $244k | 2.9k | 84.43 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $251k | 4.9k | 50.96 | |
| Duke Energy (DUK) | 0.0 | $248k | 3.2k | 77.40 | |
| Spdr Index Shs Fds eafe qual mix (QEFA) | 0.0 | $289k | 4.5k | 64.80 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $282k | 4.4k | 64.46 | |
| Etf Managers Tr etho climate l | 0.0 | $233k | 6.8k | 34.32 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $212k | 1.9k | 110.02 | |
| Becton, Dickinson and (BDX) | 0.0 | $200k | 925.00 | 216.22 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $215k | 2.5k | 85.59 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $217k | 1.7k | 129.55 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $208k | 2.2k | 94.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $223k | 1.6k | 135.89 | |
| Vanguard Value ETF (VTV) | 0.0 | $223k | 2.2k | 103.34 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $206k | 3.2k | 65.09 | |
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $218k | 1.7k | 126.74 | |
| Dunkin' Brands Group | 0.0 | $214k | 3.6k | 59.59 | |
| Servicenow (NOW) | 0.0 | $213k | 1.3k | 165.24 | |
| Powershares S&p 500 | 0.0 | $209k | 5.3k | 39.43 | |
| Columbia Etf Tr I sustanable us (ESGS) | 0.0 | $210k | 7.2k | 29.07 | |
| Nushares Etf Tr Esg mid cap (NUMG) | 0.0 | $228k | 7.7k | 29.53 | |
| Okta Inc cl a (OKTA) | 0.0 | $207k | 5.2k | 39.94 | |
| Atlantic Power Corporation | 0.0 | $101k | 48k | 2.10 | |
| Oaktree Specialty Lending Corp | 0.0 | $104k | 25k | 4.19 | |
| Strategic Environmental & Ener (SENR) | 0.0 | $6.0k | 13k | 0.46 | |
| D N I B Unwind Incor | 0.0 | $0 | 14k | 0.00 | |
| China Solar & Clean Energy Sol (CSOL) | 0.0 | $1.0k | 20k | 0.05 | |
| Tauriga Sciences | 0.0 | $0 | 15k | 0.00 |
