Boston Trust Walden Corp as of March 31, 2020
Portfolio Holdings for Boston Trust Walden Corp
Boston Trust Walden Corp holds 349 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.9 | $243M | 1.5M | 157.71 | |
Apple (AAPL) | 3.4 | $210M | 827k | 254.29 | |
Alphabet Inc Class C cs (GOOG) | 2.4 | $150M | 129k | 1162.81 | |
Costco Wholesale Corporation (COST) | 1.8 | $116M | 405k | 285.13 | |
Visa (V) | 1.7 | $104M | 647k | 161.12 | |
Accenture (ACN) | 1.6 | $104M | 635k | 163.26 | |
Automatic Data Processing (ADP) | 1.5 | $95M | 698k | 136.68 | |
Becton, Dickinson and (BDX) | 1.4 | $91M | 397k | 229.77 | |
Nike (NKE) | 1.4 | $85M | 1.0M | 82.74 | |
Johnson & Johnson (JNJ) | 1.3 | $84M | 640k | 131.13 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $83M | 924k | 90.03 | |
Donaldson Company (DCI) | 1.2 | $78M | 2.0M | 38.63 | |
Eversource Energy (ES) | 1.2 | $77M | 984k | 78.21 | |
Union Pacific Corporation (UNP) | 1.1 | $71M | 506k | 141.04 | |
UnitedHealth (UNH) | 1.1 | $72M | 288k | 249.38 | |
Pepsi (PEP) | 1.1 | $70M | 580k | 120.10 | |
Aptar (ATR) | 1.1 | $69M | 691k | 99.54 | |
Stryker Corporation (SYK) | 1.1 | $69M | 413k | 166.49 | |
Comcast Corporation (CMCSA) | 1.1 | $67M | 2.0M | 34.38 | |
Oracle Corporation (ORCL) | 1.1 | $67M | 1.4M | 48.33 | |
Ross Stores (ROST) | 1.0 | $65M | 743k | 86.97 | |
Illinois Tool Works (ITW) | 1.0 | $64M | 453k | 142.12 | |
Hubbell (HUBB) | 1.0 | $62M | 542k | 114.74 | |
3M Company (MMM) | 0.9 | $59M | 429k | 136.51 | |
Verizon Communications (VZ) | 0.9 | $56M | 1.0M | 53.73 | |
Starbucks Corporation (SBUX) | 0.9 | $56M | 849k | 65.74 | |
PNC Financial Services (PNC) | 0.8 | $51M | 535k | 95.72 | |
Cisco Systems (CSCO) | 0.8 | $52M | 1.3M | 39.31 | |
Waters Corporation (WAT) | 0.8 | $52M | 284k | 182.05 | |
Medtronic (MDT) | 0.8 | $51M | 565k | 90.18 | |
Northern Trust Corporation (NTRS) | 0.8 | $50M | 668k | 75.46 | |
United Parcel Service (UPS) | 0.8 | $48M | 514k | 93.42 | |
Merck & Co (MRK) | 0.8 | $48M | 629k | 76.94 | |
Varian Medical Systems | 0.8 | $47M | 458k | 102.66 | |
Consolidated Edison (ED) | 0.7 | $47M | 599k | 78.00 | |
Chemed Corp Com Stk (CHE) | 0.7 | $46M | 106k | 433.20 | |
U.S. Bancorp (USB) | 0.7 | $44M | 1.3M | 34.45 | |
Hill-Rom Holdings | 0.7 | $44M | 438k | 100.60 | |
American Express Company (AXP) | 0.7 | $43M | 507k | 85.61 | |
One Gas (OGS) | 0.7 | $43M | 516k | 83.62 | |
Dollar General (DG) | 0.7 | $42M | 277k | 151.01 | |
CoreSite Realty | 0.7 | $41M | 351k | 115.90 | |
Lincoln Electric Holdings (LECO) | 0.6 | $39M | 568k | 69.00 | |
SYSCO Corporation (SYY) | 0.6 | $40M | 866k | 45.63 | |
Air Products & Chemicals (APD) | 0.6 | $38M | 192k | 199.61 | |
T. Rowe Price (TROW) | 0.6 | $38M | 385k | 97.65 | |
Cooper Companies | 0.6 | $38M | 137k | 275.67 | |
Mettler-Toledo International (MTD) | 0.6 | $36M | 53k | 690.50 | |
Colgate-Palmolive Company (CL) | 0.6 | $37M | 552k | 66.36 | |
UniFirst Corporation (UNF) | 0.6 | $36M | 237k | 151.09 | |
Cincinnati Financial Corporation (CINF) | 0.5 | $34M | 446k | 75.45 | |
Procter & Gamble Company (PG) | 0.5 | $33M | 297k | 110.00 | |
Flowers Foods (FLO) | 0.5 | $32M | 1.6M | 20.52 | |
Dunkin' Brands Group | 0.5 | $32M | 605k | 53.10 | |
Expeditors International of Washington (EXPD) | 0.5 | $31M | 471k | 66.72 | |
Eaton Vance | 0.5 | $31M | 950k | 32.25 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $31M | 26k | 1161.93 | |
Avery Dennison Corporation (AVY) | 0.5 | $30M | 296k | 101.87 | |
Omni (OMC) | 0.5 | $30M | 549k | 54.90 | |
Danaher Corporation (DHR) | 0.5 | $29M | 213k | 138.41 | |
New Jersey Resources Corporation (NJR) | 0.5 | $28M | 824k | 33.97 | |
Applied Industrial Technologies (AIT) | 0.5 | $28M | 617k | 45.72 | |
Nic | 0.5 | $28M | 1.2M | 23.00 | |
Deere & Company (DE) | 0.4 | $28M | 200k | 138.16 | |
W.W. Grainger (GWW) | 0.4 | $27M | 109k | 248.50 | |
Highwoods Properties (HIW) | 0.4 | $27M | 758k | 35.42 | |
Manhattan Associates (MANH) | 0.4 | $26M | 515k | 49.82 | |
McDonald's Corporation (MCD) | 0.4 | $25M | 153k | 165.35 | |
PPG Industries (PPG) | 0.4 | $25M | 302k | 83.60 | |
Clorox Company (CLX) | 0.4 | $25M | 143k | 173.25 | |
FactSet Research Systems (FDS) | 0.4 | $25M | 96k | 260.69 | |
Chubb (CB) | 0.4 | $25M | 227k | 111.69 | |
Berkshire Hathaway (BRK.B) | 0.4 | $25M | 135k | 182.83 | |
Citrix Systems | 0.4 | $25M | 174k | 141.55 | |
Progress Software Corporation (PRGS) | 0.4 | $25M | 772k | 32.00 | |
Texas Roadhouse (TXRH) | 0.4 | $25M | 597k | 41.30 | |
Lancaster Colony (LANC) | 0.4 | $24M | 167k | 144.64 | |
Hershey Company (HSY) | 0.4 | $24M | 180k | 132.50 | |
Estee Lauder Companies (EL) | 0.4 | $24M | 148k | 159.34 | |
Cerner Corporation | 0.4 | $23M | 364k | 62.99 | |
Commerce Bancshares (CBSH) | 0.4 | $23M | 462k | 50.35 | |
Steris Plc Ord equities (STE) | 0.4 | $23M | 167k | 139.97 | |
Franklin Electric (FELE) | 0.4 | $22M | 474k | 47.13 | |
ConocoPhillips (COP) | 0.4 | $23M | 737k | 30.80 | |
Choice Hotels International (CHH) | 0.3 | $22M | 360k | 61.25 | |
Silgan Holdings (SLGN) | 0.3 | $22M | 763k | 29.02 | |
M&T Bank Corporation (MTB) | 0.3 | $22M | 208k | 103.43 | |
CSG Systems International (CSGS) | 0.3 | $22M | 517k | 41.85 | |
Intuitive Surgical (ISRG) | 0.3 | $21M | 43k | 495.21 | |
Marsh & McLennan Companies (MMC) | 0.3 | $21M | 244k | 86.46 | |
Akamai Technologies (AKAM) | 0.3 | $21M | 230k | 91.49 | |
Williams-Sonoma (WSM) | 0.3 | $21M | 492k | 42.52 | |
Landstar System (LSTR) | 0.3 | $21M | 217k | 95.86 | |
RPM International (RPM) | 0.3 | $20M | 336k | 59.50 | |
Coherent | 0.3 | $20M | 187k | 106.41 | |
Cohen & Steers (CNS) | 0.3 | $20M | 445k | 45.45 | |
Nordson Corporation (NDSN) | 0.3 | $20M | 150k | 135.07 | |
Watts Water Technologies (WTS) | 0.3 | $20M | 236k | 84.65 | |
Cubesmart (CUBE) | 0.3 | $20M | 754k | 26.79 | |
Power Integrations (POWI) | 0.3 | $19M | 217k | 88.33 | |
Dentsply Sirona (XRAY) | 0.3 | $20M | 506k | 38.83 | |
SEI Investments Company (SEIC) | 0.3 | $19M | 404k | 46.34 | |
Bank of Hawaii Corporation (BOH) | 0.3 | $19M | 344k | 55.24 | |
Bruker Corporation (BRKR) | 0.3 | $19M | 528k | 35.86 | |
Dorman Products (DORM) | 0.3 | $19M | 338k | 55.27 | |
UMB Financial Corporation (UMBF) | 0.3 | $19M | 406k | 46.38 | |
Aspen Technology | 0.3 | $19M | 198k | 95.07 | |
Globus Med Inc cl a (GMED) | 0.3 | $19M | 443k | 42.53 | |
Walt Disney Company (DIS) | 0.3 | $18M | 188k | 96.60 | |
Cummins (CMI) | 0.3 | $18M | 134k | 135.32 | |
Cantel Medical | 0.3 | $18M | 514k | 35.90 | |
Chesapeake Utilities Corporation (CPK) | 0.3 | $19M | 216k | 85.71 | |
Packaging Corporation of America (PKG) | 0.3 | $17M | 201k | 86.83 | |
Haemonetics Corporation (HAE) | 0.3 | $17M | 175k | 99.66 | |
Church & Dwight (CHD) | 0.3 | $17M | 270k | 64.18 | |
NetGear (NTGR) | 0.3 | $18M | 780k | 22.84 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $18M | 40k | 436.32 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $17M | 120k | 141.21 | |
Exxon Mobil Corporation (XOM) | 0.3 | $16M | 431k | 37.97 | |
Forward Air Corporation (FWRD) | 0.3 | $16M | 316k | 50.65 | |
Henry Schein (HSIC) | 0.3 | $16M | 324k | 50.52 | |
Morningstar (MORN) | 0.3 | $17M | 143k | 116.25 | |
Valmont Industries (VMI) | 0.3 | $17M | 156k | 105.98 | |
Nordstrom (JWN) | 0.2 | $16M | 1.0M | 15.34 | |
Honeywell International (HON) | 0.2 | $15M | 115k | 133.79 | |
A. O. Smith Corporation (AOS) | 0.2 | $15M | 407k | 37.81 | |
F5 Networks (FFIV) | 0.2 | $16M | 146k | 106.63 | |
Te Connectivity Ltd for (TEL) | 0.2 | $16M | 253k | 62.98 | |
Sensient Technologies Corporation (SXT) | 0.2 | $15M | 345k | 43.51 | |
Atmos Energy Corporation (ATO) | 0.2 | $15M | 150k | 99.23 | |
Badger Meter (BMI) | 0.2 | $15M | 278k | 53.60 | |
Booking Holdings (BKNG) | 0.2 | $15M | 11k | 1345.27 | |
Masco Corporation (MAS) | 0.2 | $14M | 415k | 34.57 | |
J.M. Smucker Company (SJM) | 0.2 | $14M | 129k | 111.00 | |
Dril-Quip (DRQ) | 0.2 | $14M | 467k | 30.50 | |
CorVel Corporation (CRVL) | 0.2 | $14M | 265k | 54.51 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $14M | 387k | 36.75 | |
Premier (PINC) | 0.2 | $15M | 443k | 32.72 | |
Edwards Lifesciences (EW) | 0.2 | $14M | 75k | 188.63 | |
Analog Devices (ADI) | 0.2 | $14M | 157k | 89.65 | |
IPG Photonics Corporation (IPGP) | 0.2 | $14M | 126k | 110.28 | |
ExlService Holdings (EXLS) | 0.2 | $14M | 266k | 52.03 | |
First Hawaiian (FHB) | 0.2 | $14M | 819k | 16.53 | |
CVB Financial (CVBF) | 0.2 | $13M | 645k | 20.05 | |
Brown & Brown (BRO) | 0.2 | $13M | 370k | 36.22 | |
Teradata Corporation (TDC) | 0.2 | $13M | 649k | 20.49 | |
Charles River Laboratories (CRL) | 0.2 | $13M | 104k | 126.22 | |
AutoZone (AZO) | 0.2 | $13M | 16k | 845.99 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $13M | 133k | 100.98 | |
Hawaiian Electric Industries (HE) | 0.2 | $12M | 288k | 43.05 | |
Host Hotels & Resorts (HST) | 0.2 | $13M | 1.2M | 11.04 | |
IDEX Corporation (IEX) | 0.2 | $13M | 93k | 138.11 | |
Dolby Laboratories (DLB) | 0.2 | $13M | 231k | 54.21 | |
Minerals Technologies (MTX) | 0.2 | $13M | 347k | 36.26 | |
Atrion Corporation (ATRI) | 0.2 | $13M | 20k | 650.00 | |
Masimo Corporation (MASI) | 0.2 | $13M | 71k | 177.13 | |
Stag Industrial (STAG) | 0.2 | $13M | 555k | 22.52 | |
Signature Bank (SBNY) | 0.2 | $12M | 146k | 80.39 | |
Helmerich & Payne (HP) | 0.2 | $12M | 769k | 15.65 | |
Tootsie Roll Industries (TR) | 0.2 | $12M | 330k | 35.96 | |
Juniper Networks (JNPR) | 0.2 | $12M | 612k | 19.14 | |
Tompkins Financial Corporation (TMP) | 0.2 | $12M | 169k | 71.80 | |
Chevron Corporation (CVX) | 0.2 | $11M | 156k | 72.46 | |
PerkinElmer (RVTY) | 0.2 | $12M | 154k | 75.27 | |
Amdocs Ltd ord (DOX) | 0.2 | $11M | 205k | 54.97 | |
Boston Beer Company (SAM) | 0.2 | $11M | 30k | 367.55 | |
Monro Muffler Brake (MNRO) | 0.2 | $11M | 256k | 43.81 | |
Tractor Supply Company (TSCO) | 0.2 | $11M | 126k | 84.54 | |
Comerica Incorporated (CMA) | 0.2 | $10M | 355k | 29.34 | |
Service Corporation International (SCI) | 0.2 | $10M | 265k | 39.11 | |
InterDigital (IDCC) | 0.2 | $11M | 243k | 44.63 | |
Ensign (ENSG) | 0.2 | $11M | 283k | 37.61 | |
Carter's (CRI) | 0.2 | $9.7M | 148k | 65.73 | |
Interpublic Group of Companies (IPG) | 0.2 | $10M | 625k | 16.19 | |
Diageo (DEO) | 0.2 | $10M | 81k | 127.12 | |
Kadant (KAI) | 0.2 | $10M | 137k | 74.65 | |
Cathay General Ban (CATY) | 0.2 | $10M | 448k | 22.95 | |
Tennant Company (TNC) | 0.2 | $10M | 178k | 57.95 | |
Jack Henry & Associates (JKHY) | 0.2 | $9.9M | 64k | 155.23 | |
Camden Property Trust (CPT) | 0.2 | $10M | 126k | 79.25 | |
Cdk Global Inc equities | 0.2 | $10M | 313k | 32.85 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $10M | 197k | 51.28 | |
Paychex (PAYX) | 0.1 | $9.1M | 145k | 62.92 | |
SVB Financial (SIVBQ) | 0.1 | $9.3M | 62k | 151.07 | |
East West Ban (EWBC) | 0.1 | $9.2M | 359k | 25.74 | |
U.S. Physical Therapy (USPH) | 0.1 | $9.2M | 133k | 69.00 | |
Anika Therapeutics (ANIK) | 0.1 | $9.4M | 326k | 28.91 | |
Sensata Technolo (ST) | 0.1 | $9.1M | 316k | 28.93 | |
Emerson Electric (EMR) | 0.1 | $9.1M | 191k | 47.65 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $8.9M | 135k | 66.20 | |
Unitil Corporation (UTL) | 0.1 | $8.9M | 171k | 52.32 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $8.8M | 87k | 100.53 | |
Independent Bank (INDB) | 0.1 | $8.6M | 133k | 64.37 | |
Gentherm (THRM) | 0.1 | $8.8M | 281k | 31.40 | |
NetApp (NTAP) | 0.1 | $8.1M | 194k | 41.69 | |
Intel Corporation (INTC) | 0.1 | $8.1M | 150k | 54.12 | |
1st Source Corporation (SRCE) | 0.1 | $8.2M | 254k | 32.43 | |
Washington Trust Ban (WASH) | 0.1 | $8.4M | 229k | 36.56 | |
Performance Food (PFGC) | 0.1 | $8.1M | 328k | 24.72 | |
Korn/Ferry International (KFY) | 0.1 | $7.5M | 309k | 24.32 | |
Middleby Corporation (MIDD) | 0.1 | $7.2M | 127k | 56.88 | |
Polaris Industries (PII) | 0.1 | $6.7M | 139k | 48.15 | |
Roper Industries (ROP) | 0.1 | $6.9M | 22k | 311.81 | |
Insperity (NSP) | 0.1 | $6.6M | 178k | 37.30 | |
Bryn Mawr Bank | 0.1 | $6.6M | 232k | 28.38 | |
Digital Realty Trust (DLR) | 0.1 | $5.7M | 41k | 138.91 | |
Camden National Corporation (CAC) | 0.1 | $5.9M | 187k | 31.45 | |
Hexcel Corporation (HXL) | 0.1 | $5.4M | 145k | 37.19 | |
American Water Works (AWK) | 0.1 | $5.4M | 45k | 119.56 | |
American Financial (AFG) | 0.1 | $5.2M | 75k | 70.08 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $5.2M | 72k | 71.61 | |
TJX Companies (TJX) | 0.1 | $4.7M | 99k | 47.81 | |
Zimmer Holdings (ZBH) | 0.1 | $5.2M | 52k | 101.06 | |
German American Ban (GABC) | 0.1 | $5.3M | 193k | 27.45 | |
Douglas Dynamics (PLOW) | 0.1 | $5.1M | 144k | 35.51 | |
O'reilly Automotive (ORLY) | 0.1 | $5.2M | 17k | 301.03 | |
Vanguard Extended Market ETF (VXF) | 0.1 | $5.2M | 58k | 90.54 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.7M | 60k | 79.09 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $5.0M | 58k | 87.08 | |
Discover Financial Services (DFS) | 0.1 | $4.5M | 127k | 35.67 | |
Abbott Laboratories (ABT) | 0.1 | $4.4M | 56k | 78.92 | |
Autoliv (ALV) | 0.1 | $4.2M | 91k | 46.01 | |
eBay (EBAY) | 0.1 | $4.2M | 138k | 30.06 | |
Verisk Analytics (VRSK) | 0.1 | $4.2M | 30k | 139.36 | |
iShares Russell 2000 Index (IWM) | 0.1 | $4.7M | 41k | 114.46 | |
Realty Income (O) | 0.1 | $4.6M | 93k | 49.87 | |
Ametek (AME) | 0.1 | $4.6M | 64k | 72.03 | |
Alexandria Real Estate Equities (ARE) | 0.1 | $4.5M | 33k | 137.03 | |
Hyatt Hotels Corporation (H) | 0.1 | $4.7M | 98k | 47.90 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $4.1M | 122k | 33.55 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $4.2M | 35k | 117.68 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $4.1M | 18k | 236.80 | |
Linde | 0.1 | $4.1M | 24k | 173.00 | |
Ansys (ANSS) | 0.1 | $4.0M | 17k | 232.51 | |
Home Depot (HD) | 0.1 | $3.5M | 19k | 186.69 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.6M | 29k | 127.87 | |
Sap (SAP) | 0.1 | $3.7M | 34k | 110.50 | |
Amazon (AMZN) | 0.1 | $3.9M | 2.0k | 1949.92 | |
Bridge Ban | 0.1 | $4.1M | 192k | 21.16 | |
State Street Corporation (STT) | 0.1 | $3.3M | 61k | 53.27 | |
Ecolab (ECL) | 0.1 | $3.0M | 19k | 155.82 | |
Pfizer (PFE) | 0.1 | $2.8M | 87k | 32.64 | |
Brown-Forman Corporation (BF.B) | 0.1 | $3.0M | 54k | 55.52 | |
AvalonBay Communities (AVB) | 0.1 | $3.1M | 21k | 147.16 | |
Smith & Nephew (SNN) | 0.1 | $2.8M | 79k | 35.87 | |
Rbc Cad (RY) | 0.1 | $2.9M | 47k | 61.56 | |
Bank of Marin Ban (BMRC) | 0.1 | $3.1M | 103k | 30.00 | |
Canadian Natl Ry (CNI) | 0.0 | $2.7M | 35k | 77.64 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $2.4M | 7.6k | 318.25 | |
Amgen (AMGN) | 0.0 | $2.8M | 14k | 202.69 | |
Advance Auto Parts (AAP) | 0.0 | $2.7M | 29k | 93.32 | |
Amphenol Corporation (APH) | 0.0 | $2.3M | 32k | 72.89 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $2.5M | 44k | 57.51 | |
Expedia (EXPE) | 0.0 | $2.2M | 40k | 56.25 | |
MasterCard Incorporated (MA) | 0.0 | $1.6M | 6.5k | 241.49 | |
Coca-Cola Company (KO) | 0.0 | $2.1M | 47k | 44.26 | |
At&t (T) | 0.0 | $1.6M | 56k | 29.15 | |
Laboratory Corp. of America Holdings | 0.0 | $1.8M | 15k | 126.45 | |
General Mills (GIS) | 0.0 | $2.0M | 37k | 52.78 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.7M | 32k | 51.39 | |
Abbvie (ABBV) | 0.0 | $2.0M | 26k | 76.18 | |
National Grid (NGG) | 0.0 | $2.0M | 35k | 58.26 | |
Equinor Asa (EQNR) | 0.0 | $2.2M | 177k | 12.18 | |
Amcor (AMCR) | 0.0 | $1.8M | 216k | 8.12 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.5M | 5.8k | 257.68 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 19k | 55.76 | |
Everest Re Group (EG) | 0.0 | $1.1M | 5.9k | 192.45 | |
Berkshire Hathaway (BRK.A) | 0.0 | $1.1M | 4.00 | 272000.00 | |
International Business Machines (IBM) | 0.0 | $1.0M | 9.1k | 110.90 | |
Nextera Energy (NEE) | 0.0 | $1.2M | 5.2k | 240.66 | |
Qualcomm (QCOM) | 0.0 | $1.1M | 16k | 67.67 | |
Lowe's Companies (LOW) | 0.0 | $994k | 12k | 86.04 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $1.6M | 19k | 80.24 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $1.3M | 30k | 43.17 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.1M | 28k | 41.01 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.5M | 28k | 54.51 | |
Phillips 66 (PSX) | 0.0 | $1.2M | 23k | 53.63 | |
S&p Global (SPGI) | 0.0 | $1.2M | 4.8k | 245.02 | |
Bank of America Corporation (BAC) | 0.0 | $622k | 29k | 21.21 | |
Moody's Corporation (MCO) | 0.0 | $868k | 4.1k | 211.45 | |
Wal-Mart Stores (WMT) | 0.0 | $450k | 4.0k | 113.69 | |
Baxter International (BAX) | 0.0 | $471k | 5.8k | 81.19 | |
Eli Lilly & Co. (LLY) | 0.0 | $716k | 5.2k | 138.79 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $641k | 1.3k | 488.57 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $359k | 1.5k | 238.06 | |
Norfolk Southern (NSC) | 0.0 | $759k | 5.2k | 145.91 | |
General Electric Company | 0.0 | $619k | 78k | 7.94 | |
Northrop Grumman Corporation (NOC) | 0.0 | $470k | 1.6k | 302.64 | |
V.F. Corporation (VFC) | 0.0 | $758k | 14k | 54.10 | |
Wells Fargo & Company (WFC) | 0.0 | $361k | 13k | 28.67 | |
Boeing Company (BA) | 0.0 | $516k | 3.5k | 149.09 | |
Boston Scientific Corporation (BSX) | 0.0 | $396k | 12k | 32.60 | |
CVS Caremark Corporation (CVS) | 0.0 | $460k | 7.7k | 59.38 | |
Parker-Hannifin Corporation (PH) | 0.0 | $494k | 3.8k | 129.83 | |
Target Corporation (TGT) | 0.0 | $682k | 7.3k | 92.94 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $534k | 5.4k | 99.13 | |
iShares S&P 500 Index (IVV) | 0.0 | $634k | 2.5k | 258.56 | |
Biogen Idec (BIIB) | 0.0 | $430k | 1.4k | 316.41 | |
Southern Company (SO) | 0.0 | $492k | 9.1k | 54.19 | |
Novo Nordisk A/S (NVO) | 0.0 | $522k | 8.7k | 60.24 | |
Kellogg Company (K) | 0.0 | $355k | 5.9k | 59.92 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $620k | 7.6k | 82.12 | |
iShares Russell 1000 Index (IWB) | 0.0 | $457k | 3.2k | 141.40 | |
Chipotle Mexican Grill (CMG) | 0.0 | $560k | 856.00 | 654.21 | |
Unilever (UL) | 0.0 | $576k | 11k | 50.58 | |
Rockwell Automation (ROK) | 0.0 | $626k | 4.2k | 150.84 | |
Tor Dom Bk Cad (TD) | 0.0 | $644k | 15k | 42.40 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $460k | 14k | 33.34 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $713k | 5.5k | 128.91 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $319k | 9.4k | 33.94 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $411k | 3.1k | 131.77 | |
Vanguard European ETF (VGK) | 0.0 | $744k | 17k | 43.26 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $328k | 10k | 31.84 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $725k | 7.4k | 97.34 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $447k | 4.6k | 97.17 | |
Facebook Inc cl a (META) | 0.0 | $743k | 4.5k | 166.74 | |
Mondelez Int (MDLZ) | 0.0 | $630k | 13k | 50.09 | |
Wright Express (WEX) | 0.0 | $324k | 3.1k | 104.42 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $367k | 4.5k | 81.07 | |
Walgreen Boots Alliance (WBA) | 0.0 | $717k | 16k | 45.78 | |
Ishares Msci Japan (EWJ) | 0.0 | $380k | 7.7k | 49.35 | |
Broadcom (AVGO) | 0.0 | $373k | 1.6k | 236.83 | |
L3harris Technologies (LHX) | 0.0 | $665k | 3.7k | 180.17 | |
Truist Financial Corp equities (TFC) | 0.0 | $859k | 28k | 30.84 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $260k | 5.6k | 46.43 | |
BlackRock (BLK) | 0.0 | $282k | 640.00 | 440.62 | |
Charles Schwab Corporation (SCHW) | 0.0 | $206k | 6.1k | 33.66 | |
Waste Management (WM) | 0.0 | $208k | 2.2k | 92.73 | |
Apache Corporation | 0.0 | $183k | 44k | 4.17 | |
Franklin Resources (BEN) | 0.0 | $222k | 13k | 16.65 | |
Microchip Technology (MCHP) | 0.0 | $223k | 3.3k | 67.82 | |
Sherwin-Williams Company (SHW) | 0.0 | $246k | 536.00 | 458.96 | |
Cabot Corporation (CBT) | 0.0 | $200k | 7.7k | 26.07 | |
AstraZeneca (AZN) | 0.0 | $241k | 5.4k | 44.63 | |
Thermo Fisher Scientific (TMO) | 0.0 | $290k | 1.0k | 283.76 | |
Royal Dutch Shell | 0.0 | $253k | 7.3k | 34.85 | |
Schlumberger (SLB) | 0.0 | $159k | 12k | 13.49 | |
Fiserv (FI) | 0.0 | $213k | 2.2k | 95.05 | |
Toyota Motor Corporation (TM) | 0.0 | $232k | 1.9k | 120.21 | |
salesforce (CRM) | 0.0 | $204k | 1.4k | 143.76 | |
Brookline Ban (BRKL) | 0.0 | $243k | 22k | 11.30 | |
Nice Systems (NICE) | 0.0 | $223k | 1.6k | 143.41 | |
Ormat Technologies (ORA) | 0.0 | $230k | 3.4k | 67.71 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $308k | 4.4k | 70.80 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $177k | 37k | 4.78 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $298k | 4.8k | 62.74 | |
Duke Energy (DUK) | 0.0 | $291k | 3.6k | 80.79 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $205k | 1.1k | 190.52 | |
Covia Hldgs Corp | 0.0 | $41k | 72k | 0.57 |