Boston Trust Walden Corp as of March 31, 2020
Portfolio Holdings for Boston Trust Walden Corp
Boston Trust Walden Corp holds 350 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) | 3.7 | $243M | 1.5M | 157.71 | |
Apple (AAPL) | 3.2 | $210M | 827k | 254.29 | |
Alphabet Inc Class C cs (GOOG) | 2.3 | $150M | 129k | 1162.81 | |
Costco Wholesale Corporation (COST) | 1.8 | $116M | 405k | 285.13 | |
Accenture (ACN) | 1.6 | $104M | 635k | 163.26 | |
Visa (V) | 1.6 | $104M | 647k | 161.12 | |
Automatic Data Processing (ADP) | 1.5 | $95M | 698k | 136.68 | |
Becton, Dickinson and (BDX) | 1.4 | $91M | 397k | 229.77 | |
Nike (NKE) | 1.3 | $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) | 1.3 | $83M | 2.2M | 38.63 | |
Eversource Energy (ES) | 1.2 | $77M | 984k | 78.21 | |
UnitedHealth (UNH) | 1.1 | $72M | 288k | 249.38 | |
Union Pacific Corporation (UNP) | 1.1 | $71M | 506k | 141.04 | |
Aptar (ATR) | 1.1 | $70M | 707k | 99.54 | |
Pepsi (PEP) | 1.1 | $70M | 580k | 120.10 | |
Stryker Corporation (SYK) | 1.1 | $69M | 413k | 166.49 | |
Comcast Corporation (CMCSA) | 1.0 | $67M | 2.0M | 34.38 | |
Oracle Corporation (ORCL) | 1.0 | $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 | $64M | 558k | 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 | |
Chemed Corp Com Stk (CHE) | 0.8 | $54M | 124k | 433.20 | |
Waters Corporation (WAT) | 0.8 | $52M | 284k | 182.05 | |
PNC Financial Services (PNC) | 0.8 | $51M | 535k | 95.72 | |
Cisco Systems (CSCO) | 0.8 | $52M | 1.3M | 39.31 | |
Northern Trust Corporation (NTRS) | 0.8 | $50M | 668k | 75.46 | |
Hill-Rom Holdings | 0.8 | $51M | 506k | 100.60 | |
Medtronic (MDT) | 0.8 | $51M | 565k | 90.18 | |
United Parcel Service (UPS) | 0.7 | $48M | 514k | 93.42 | |
Merck & Co (MRK) | 0.7 | $48M | 629k | 76.94 | |
CoreSite Realty | 0.7 | $48M | 412k | 115.90 | |
Consolidated Edison (ED) | 0.7 | $47M | 599k | 78.00 | |
Varian Medical Systems | 0.7 | $47M | 458k | 102.66 | |
U.S. Bancorp (USB) | 0.7 | $44M | 1.3M | 34.45 | |
Lincoln Electric Holdings (LECO) | 0.7 | $44M | 638k | 69.00 | |
American Express Company (AXP) | 0.7 | $43M | 507k | 85.61 | |
One Gas (OGS) | 0.7 | $43M | 516k | 83.62 | |
Dollar General (DG) | 0.6 | $42M | 277k | 151.01 | |
SYSCO Corporation (SYY) | 0.6 | $40M | 866k | 45.63 | |
Cooper Companies | 0.6 | $40M | 143k | 275.67 | |
Air Products & Chemicals (APD) | 0.6 | $38M | 192k | 199.61 | |
T. Rowe Price (TROW) | 0.6 | $38M | 385k | 97.65 | |
Flowers Foods (FLO) | 0.6 | $38M | 1.8M | 20.52 | |
Dunkin' Brands Group | 0.6 | $37M | 695k | 53.10 | |
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 | |
Eaton Vance | 0.5 | $35M | 1.1M | 32.25 | |
Cincinnati Financial Corporation (CINF) | 0.5 | $34M | 446k | 75.45 | |
Nic | 0.5 | $34M | 1.5M | 23.00 | |
Expeditors International of Washington (EXPD) | 0.5 | $33M | 494k | 66.72 | |
Applied Industrial Technologies (AIT) | 0.5 | $33M | 725k | 45.72 | |
Procter & Gamble Company (PG) | 0.5 | $33M | 297k | 110.00 | |
Avery Dennison Corporation (AVY) | 0.5 | $32M | 311k | 101.87 | |
Highwoods Properties (HIW) | 0.5 | $32M | 890k | 35.42 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $31M | 26k | 1161.93 | |
Omni (OMC) | 0.5 | $30M | 549k | 54.90 | |
Manhattan Associates (MANH) | 0.5 | $30M | 604k | 49.82 | |
Danaher Corporation (DHR) | 0.5 | $29M | 213k | 138.41 | |
Lancaster Colony (LANC) | 0.4 | $28M | 193k | 144.64 | |
Deere & Company (DE) | 0.4 | $28M | 200k | 138.16 | |
New Jersey Resources Corporation (NJR) | 0.4 | $28M | 824k | 33.97 | |
W.W. Grainger (GWW) | 0.4 | $27M | 109k | 248.50 | |
Citrix Systems | 0.4 | $27M | 188k | 141.55 | |
Franklin Electric (FELE) | 0.4 | $27M | 565k | 47.13 | |
FactSet Research Systems (FDS) | 0.4 | $27M | 103k | 260.68 | |
Choice Hotels International (CHH) | 0.4 | $26M | 425k | 61.25 | |
Commerce Bancshares (CBSH) | 0.4 | $26M | 515k | 50.35 | |
McDonald's Corporation (MCD) | 0.4 | $25M | 153k | 165.35 | |
PPG Industries (PPG) | 0.4 | $25M | 302k | 83.60 | |
CSG Systems International (CSGS) | 0.4 | $26M | 613k | 41.85 | |
Chubb (CB) | 0.4 | $25M | 227k | 111.69 | |
Berkshire Hathaway (BRK.B) | 0.4 | $25M | 135k | 182.83 | |
Progress Software Corporation (PRGS) | 0.4 | $25M | 772k | 32.00 | |
Clorox Company (CLX) | 0.4 | $25M | 143k | 173.25 | |
Landstar System (LSTR) | 0.4 | $25M | 259k | 95.86 | |
Texas Roadhouse (TXRH) | 0.4 | $25M | 597k | 41.30 | |
Hershey Company (HSY) | 0.4 | $24M | 180k | 132.50 | |
Coherent | 0.4 | $23M | 219k | 106.41 | |
Cohen & Steers (CNS) | 0.4 | $24M | 520k | 45.45 | |
Estee Lauder Companies (EL) | 0.4 | $24M | 148k | 159.34 | |
Cubesmart (CUBE) | 0.4 | $24M | 883k | 26.79 | |
Steris Plc Ord equities (STE) | 0.4 | $23M | 167k | 139.97 | |
Cerner Corporation | 0.3 | $23M | 364k | 62.99 | |
Akamai Technologies (AKAM) | 0.3 | $23M | 251k | 91.49 | |
ConocoPhillips (COP) | 0.3 | $23M | 737k | 30.80 | |
Bruker Corporation (BRKR) | 0.3 | $23M | 633k | 35.86 | |
Globus Med Inc cl a (GMED) | 0.3 | $23M | 530k | 42.53 | |
Bank of Hawaii Corporation (BOH) | 0.3 | $22M | 403k | 55.24 | |
Silgan Holdings (SLGN) | 0.3 | $22M | 763k | 29.02 | |
Cantel Medical | 0.3 | $22M | 611k | 35.90 | |
Chesapeake Utilities Corporation (CPK) | 0.3 | $22M | 256k | 85.71 | |
M&T Bank Corporation (MTB) | 0.3 | $22M | 208k | 103.43 | |
Intuitive Surgical (ISRG) | 0.3 | $21M | 43k | 495.21 | |
Dorman Products (DORM) | 0.3 | $22M | 394k | 55.27 | |
Haemonetics Corporation (HAE) | 0.3 | $21M | 209k | 99.66 | |
Williams-Sonoma (WSM) | 0.3 | $21M | 492k | 42.52 | |
Marsh & McLennan Companies (MMC) | 0.3 | $21M | 244k | 86.46 | |
Aspen Technology | 0.3 | $21M | 217k | 95.07 | |
RPM International (RPM) | 0.3 | $20M | 336k | 59.50 | |
Nordson Corporation (NDSN) | 0.3 | $20M | 150k | 135.07 | |
Watts Water Technologies (WTS) | 0.3 | $20M | 236k | 84.65 | |
Forward Air Corporation (FWRD) | 0.3 | $19M | 379k | 50.65 | |
Dentsply Sirona (XRAY) | 0.3 | $20M | 506k | 38.83 | |
SEI Investments Company (SEIC) | 0.3 | $19M | 404k | 46.34 | |
Power Integrations (POWI) | 0.3 | $19M | 217k | 88.33 | |
UMB Financial Corporation (UMBF) | 0.3 | $19M | 406k | 46.38 | |
Walt Disney Company (DIS) | 0.3 | $18M | 188k | 96.60 | |
Cummins (CMI) | 0.3 | $18M | 134k | 135.32 | |
Nordstrom (JWN) | 0.3 | $18M | 1.2M | 15.34 | |
Packaging Corporation of America (PKG) | 0.3 | $17M | 201k | 86.83 | |
Henry Schein (HSIC) | 0.3 | $17M | 342k | 50.52 | |
Badger Meter (BMI) | 0.3 | $18M | 330k | 53.60 | |
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 | |
Atmos Energy Corporation (ATO) | 0.3 | $17M | 167k | 99.23 | |
Dril-Quip (DRQ) | 0.3 | $17M | 549k | 30.50 | |
Morningstar (MORN) | 0.3 | $17M | 143k | 116.25 | |
CorVel Corporation (CRVL) | 0.3 | $17M | 314k | 54.51 | |
F5 Networks (FFIV) | 0.3 | $17M | 157k | 106.63 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $17M | 120k | 141.21 | |
Lakeland Financial Corporation (LKFN) | 0.3 | $17M | 463k | 36.75 | |
Exxon Mobil Corporation (XOM) | 0.2 | $16M | 431k | 37.97 | |
Charles River Laboratories (CRL) | 0.2 | $16M | 129k | 126.21 | |
Valmont Industries (VMI) | 0.2 | $17M | 156k | 105.98 | |
A. O. Smith Corporation (AOS) | 0.2 | $17M | 438k | 37.81 | |
ExlService Holdings (EXLS) | 0.2 | $17M | 318k | 52.03 | |
CVB Financial (CVBF) | 0.2 | $16M | 774k | 20.05 | |
Masco Corporation (MAS) | 0.2 | $15M | 447k | 34.57 | |
Honeywell International (HON) | 0.2 | $15M | 115k | 133.79 | |
Atrion Corporation (ATRI) | 0.2 | $16M | 24k | 650.02 | |
Te Connectivity Ltd for (TEL) | 0.2 | $16M | 253k | 62.98 | |
First Hawaiian (FHB) | 0.2 | $16M | 957k | 16.53 | |
Hawaiian Electric Industries (HE) | 0.2 | $15M | 347k | 43.05 | |
Sensient Technologies Corporation (SXT) | 0.2 | $15M | 345k | 43.51 | |
IPG Photonics Corporation (IPGP) | 0.2 | $15M | 138k | 110.28 | |
Booking Holdings (BKNG) | 0.2 | $15M | 11k | 1345.27 | |
Brown & Brown (BRO) | 0.2 | $15M | 400k | 36.22 | |
Edwards Lifesciences (EW) | 0.2 | $14M | 75k | 188.63 | |
Analog Devices (ADI) | 0.2 | $14M | 157k | 89.65 | |
IDEX Corporation (IEX) | 0.2 | $14M | 103k | 138.11 | |
J.M. Smucker Company (SJM) | 0.2 | $14M | 129k | 111.00 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $15M | 143k | 100.98 | |
Premier (PINC) | 0.2 | $15M | 443k | 32.72 | |
Host Hotels & Resorts (HST) | 0.2 | $14M | 1.2M | 11.04 | |
Helmerich & Payne (HP) | 0.2 | $14M | 879k | 15.65 | |
Dolby Laboratories (DLB) | 0.2 | $13M | 248k | 54.21 | |
Monro Muffler Brake (MNRO) | 0.2 | $13M | 307k | 43.81 | |
Masimo Corporation (MASI) | 0.2 | $14M | 78k | 177.12 | |
Teradata Corporation (TDC) | 0.2 | $13M | 649k | 20.49 | |
AutoZone (AZO) | 0.2 | $13M | 16k | 845.99 | |
InterDigital (IDCC) | 0.2 | $13M | 291k | 44.63 | |
Ensign (ENSG) | 0.2 | $13M | 339k | 37.61 | |
Amdocs Ltd ord (DOX) | 0.2 | $12M | 219k | 54.97 | |
Juniper Networks (JNPR) | 0.2 | $13M | 660k | 19.14 | |
Kadant (KAI) | 0.2 | $12M | 162k | 74.65 | |
Minerals Technologies (MTX) | 0.2 | $13M | 347k | 36.26 | |
Cathay General Ban (CATY) | 0.2 | $12M | 536k | 22.95 | |
Tompkins Financial Corporation (TMP) | 0.2 | $12M | 169k | 71.80 | |
Stag Industrial (STAG) | 0.2 | $13M | 555k | 22.52 | |
Signature Bank (SBNY) | 0.2 | $12M | 146k | 80.39 | |
Carter's (CRI) | 0.2 | $12M | 176k | 65.73 | |
PerkinElmer (RVTY) | 0.2 | $12M | 154k | 75.27 | |
Tootsie Roll Industries (TR) | 0.2 | $12M | 330k | 35.96 | |
Chevron Corporation (CVX) | 0.2 | $11M | 156k | 72.46 | |
Comerica Incorporated (CMA) | 0.2 | $11M | 375k | 29.34 | |
Interpublic Group of Companies (IPG) | 0.2 | $11M | 698k | 16.19 | |
Boston Beer Company (SAM) | 0.2 | $11M | 30k | 367.55 | |
Jack Henry & Associates (JKHY) | 0.2 | $11M | 72k | 155.24 | |
Anika Therapeutics (ANIK) | 0.2 | $11M | 388k | 28.91 | |
Camden Property Trust (CPT) | 0.2 | $11M | 142k | 79.23 | |
Cdk Global Inc equities | 0.2 | $11M | 335k | 32.85 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $11M | 214k | 51.28 | |
Tractor Supply Company (TSCO) | 0.2 | $11M | 126k | 84.54 | |
Diageo (DEO) | 0.2 | $10M | 81k | 127.12 | |
Service Corporation International (SCI) | 0.2 | $10M | 265k | 39.11 | |
Tennant Company (TNC) | 0.2 | $10M | 178k | 57.95 | |
Independent Bank (INDB) | 0.2 | $10M | 160k | 64.37 | |
East West Ban (EWBC) | 0.1 | $10M | 388k | 25.74 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $10M | 152k | 66.20 | |
Paychex (PAYX) | 0.1 | $9.1M | 145k | 62.92 | |
SVB Financial (SIVBQ) | 0.1 | $9.3M | 62k | 151.07 | |
Emerson Electric (EMR) | 0.1 | $9.1M | 191k | 47.65 | |
Korn/Ferry International (KFY) | 0.1 | $9.0M | 370k | 24.32 | |
Unitil Corporation (UTL) | 0.1 | $8.9M | 171k | 52.32 | |
U.S. Physical Therapy (USPH) | 0.1 | $9.2M | 133k | 69.00 | |
Gentherm (THRM) | 0.1 | $8.8M | 281k | 31.40 | |
Sensata Technolo (ST) | 0.1 | $9.1M | 316k | 28.93 | |
Intel Corporation (INTC) | 0.1 | $8.1M | 150k | 54.12 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $8.8M | 87k | 100.53 | |
1st Source Corporation (SRCE) | 0.1 | $8.2M | 254k | 32.43 | |
Washington Trust Ban (WASH) | 0.1 | $8.4M | 229k | 36.56 | |
NetApp (NTAP) | 0.1 | $8.1M | 194k | 41.69 | |
Middleby Corporation (MIDD) | 0.1 | $7.8M | 138k | 56.88 | |
Bryn Mawr Bank | 0.1 | $7.8M | 276k | 28.38 | |
Performance Food (PFGC) | 0.1 | $8.1M | 328k | 24.72 | |
Roper Industries (ROP) | 0.1 | $6.9M | 22k | 311.81 | |
iShares Russell 2000 Index (IWM) | 0.1 | $7.1M | 62k | 114.47 | |
Camden National Corporation (CAC) | 0.1 | $7.0M | 224k | 31.45 | |
Polaris Industries (PII) | 0.1 | $6.7M | 139k | 48.15 | |
German American Ban (GABC) | 0.1 | $6.3M | 231k | 27.45 | |
Insperity (NSP) | 0.1 | $6.6M | 178k | 37.30 | |
Digital Realty Trust (DLR) | 0.1 | $5.7M | 41k | 138.91 | |
American Financial (AFG) | 0.1 | $5.8M | 83k | 70.09 | |
Hexcel Corporation (HXL) | 0.1 | $6.1M | 163k | 37.18 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $5.2M | 72k | 71.61 | |
Zimmer Holdings (ZBH) | 0.1 | $5.2M | 52k | 101.06 | |
American Water Works (AWK) | 0.1 | $5.4M | 45k | 119.56 | |
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 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 | |
TJX Companies (TJX) | 0.1 | $4.7M | 99k | 47.81 | |
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 | |
Bridge Ban | 0.1 | $4.9M | 229k | 21.16 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.7M | 60k | 79.09 | |
Ansys (ANSS) | 0.1 | $4.0M | 17k | 232.51 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.6M | 29k | 127.87 | |
Autoliv (ALV) | 0.1 | $4.2M | 91k | 46.01 | |
eBay (EBAY) | 0.1 | $4.2M | 138k | 30.06 | |
Sap (SAP) | 0.1 | $3.7M | 34k | 110.50 | |
Verisk Analytics (VRSK) | 0.1 | $4.2M | 30k | 139.36 | |
Amazon (AMZN) | 0.1 | $3.9M | 2.0k | 1949.92 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $4.1M | 122k | 33.55 | |
Bank of Marin Ban (BMRC) | 0.1 | $3.7M | 123k | 30.00 | |
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 | |
State Street Corporation (STT) | 0.1 | $3.3M | 61k | 53.27 | |
Ecolab (ECL) | 0.1 | $3.0M | 19k | 155.82 | |
Home Depot (HD) | 0.1 | $3.5M | 19k | 186.69 | |
Brown-Forman Corporation (BF.B) | 0.1 | $3.0M | 54k | 55.52 | |
AvalonBay Communities (AVB) | 0.1 | $3.1M | 21k | 147.16 | |
Canadian Natl Ry (CNI) | 0.0 | $2.7M | 35k | 77.64 | |
Pfizer (PFE) | 0.0 | $2.8M | 87k | 32.64 | |
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 | |
Smith & Nephew (SNN) | 0.0 | $2.8M | 79k | 35.87 | |
Rbc Cad (RY) | 0.0 | $2.9M | 47k | 61.56 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $2.5M | 44k | 57.51 | |
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 | |
Expedia (EXPE) | 0.0 | $2.2M | 40k | 56.25 | |
Abbvie (ABBV) | 0.0 | $2.0M | 26k | 76.18 | |
Medpace Hldgs (MEDP) | 0.0 | $2.2M | 31k | 73.38 | |
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 | |
MasterCard Incorporated (MA) | 0.0 | $1.6M | 6.5k | 241.49 | |
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 | |
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 | |
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 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $319k | 9.4k | 33.94 | |
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 | |
Wright Express (WEX) | 0.0 | $324k | 3.1k | 104.42 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $205k | 1.1k | 190.52 | |
Covia Hldgs Corp | 0.0 | $41k | 72k | 0.57 |