Canton Hathaway as of March 31, 2025
Portfolio Holdings for Canton Hathaway
Canton Hathaway holds 268 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 50.0 | $248M | 310.00 | 798441.94 | |
| Vanguard 500 ETF Etf (VOO) | 5.4 | $27M | 52k | 513.91 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $13M | 24k | 532.60 | |
| Spdr Gold Tr Gold Etf (GLD) | 2.2 | $11M | 38k | 288.15 | |
| iShares Core US Aggregate Bond Etf (AGG) | 2.0 | $9.7M | 98k | 98.92 | |
| Ishares Msci Eafe Etf Etf (EFA) | 1.9 | $9.5M | 116k | 81.73 | |
| Microsoft Corporation (MSFT) | 1.8 | $9.1M | 24k | 375.39 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $6.6M | 42k | 156.24 | |
| Amazon (AMZN) | 1.3 | $6.4M | 34k | 190.26 | |
| Apple (AAPL) | 1.2 | $6.1M | 28k | 222.13 | |
| Visa (V) | 1.2 | $5.9M | 17k | 350.47 | |
| Select Sector Spdr Trust Shs Ben Int Energy Etf (XLE) | 1.0 | $5.2M | 56k | 93.45 | |
| Industrial Select SPDR ETF Etf (XLI) | 1.0 | $5.1M | 39k | 131.06 | |
| iShares Russell 2000 Etf (IWM) | 1.0 | $4.9M | 24k | 199.49 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.6M | 19k | 245.29 | |
| Technology Select Sector SPDR ETF Etf (XLK) | 0.9 | $4.2M | 21k | 206.48 | |
| iShares Silver Trust Etf (SLV) | 0.8 | $4.1M | 133k | 30.99 | |
| Consumer Staples Select Sector SPDR ETF Etf (XLP) | 0.7 | $3.5M | 43k | 81.67 | |
| NVIDIA Corporation (NVDA) | 0.7 | $3.5M | 32k | 108.38 | |
| Communication Services Sel Sect SPDR ETF Etf (XLC) | 0.6 | $3.0M | 31k | 96.44 | |
| Danaher Corporation (DHR) | 0.6 | $2.9M | 14k | 205.02 | |
| Select Sector Spdr Fund Shs Ben Consumer Discretio Etf (XLY) | 0.6 | $2.9M | 15k | 197.45 | |
| Utilities Select Sector SPDR ETF Etf (XLU) | 0.6 | $2.8M | 36k | 78.84 | |
| Broadcom (AVGO) | 0.5 | $2.5M | 15k | 167.44 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $2.3M | 16k | 139.80 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $2.3M | 15k | 154.67 | |
| Waste Management (WM) | 0.4 | $2.2M | 9.6k | 231.52 | |
| Brookline Ban | 0.4 | $2.1M | 191k | 10.90 | |
| Uber Technologies (UBER) | 0.4 | $2.0M | 28k | 72.85 | |
| Dorchester Minerals (DMLP) | 0.4 | $1.9M | 65k | 30.07 | |
| Qxo (QXO) | 0.4 | $1.9M | 137k | 13.54 | |
| iShares Nasdaq Biotechnology Etf (IBB) | 0.4 | $1.9M | 15k | 127.93 | |
| iShares US Real Estate ETF Etf (IYR) | 0.4 | $1.8M | 19k | 95.76 | |
| Grayscale Bitcoin Trust Etf (GBTC) | 0.4 | $1.8M | 27k | 65.18 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | 2.1k | 825.90 | |
| Spotify Technology Sa (SPOT) | 0.3 | $1.7M | 3.1k | 550.06 | |
| Lowe's Companies (LOW) | 0.3 | $1.7M | 7.2k | 233.26 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.3 | $1.5M | 35k | 43.70 | |
| Trinity Cap (TRIN) | 0.3 | $1.4M | 95k | 15.16 | |
| Eaton (ETN) | 0.3 | $1.4M | 5.3k | 271.89 | |
| Flutter Entertainment (FLUT) | 0.3 | $1.4M | 6.5k | 221.57 | |
| Aon (AON) | 0.3 | $1.4M | 3.5k | 399.14 | |
| Progressive Corporation (PGR) | 0.3 | $1.3M | 4.7k | 283.11 | |
| Nextera Energy (NEE) | 0.3 | $1.3M | 19k | 70.89 | |
| Ares Capital Corporation (ARCC) | 0.2 | $1.2M | 55k | 22.16 | |
| Fastenal Company (FAST) | 0.2 | $1.2M | 16k | 77.56 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 7.1k | 165.80 | |
| Blackrock (BLK) | 0.2 | $1.2M | 1.2k | 946.55 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 2.3k | 497.58 | |
| Merck & Co (MRK) | 0.2 | $1.1M | 12k | 89.73 | |
| Sixth Street Specialty Lending (TSLX) | 0.2 | $1.1M | 48k | 22.37 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.1M | 70k | 15.01 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.0M | 10k | 102.71 | |
| Fidelity Technology ETF Etf (FTEC) | 0.2 | $1.0M | 6.2k | 161.25 | |
| Tesla Motors (TSLA) | 0.2 | $946k | 3.7k | 259.04 | |
| VanEck Pharmaceutical ETF Etf (PPH) | 0.2 | $911k | 10k | 91.10 | |
| NVR (NVR) | 0.2 | $906k | 125.00 | 7248.00 | |
| Quanta Services (PWR) | 0.2 | $890k | 3.5k | 254.29 | |
| American Water Works (AWK) | 0.2 | $885k | 6.0k | 147.50 | |
| PNC Financial Services (PNC) | 0.2 | $879k | 5.0k | 175.80 | |
| Netflix (NFLX) | 0.2 | $863k | 925.00 | 932.97 | |
| Iberdrola Sa (IBDSF) | 0.2 | $823k | 51k | 16.14 | |
| AllianceBernstein Holding Lp Unit (AB) | 0.2 | $823k | 22k | 38.32 | |
| Morgan Stanley (MS) | 0.2 | $785k | 6.7k | 116.73 | |
| CMS Energy Corporation (CMS) | 0.2 | $751k | 10k | 75.10 | |
| Spdr Ser Tr S&P Biotech Etf Etf (XBI) | 0.1 | $717k | 8.8k | 81.06 | |
| ResMed (RMD) | 0.1 | $716k | 3.2k | 223.75 | |
| Enterprise Prods Partners Lp Unit (EPD) | 0.1 | $702k | 21k | 34.16 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $694k | 1.2k | 559.68 | |
| Nokia Corporation (NOK) | 0.1 | $689k | 131k | 5.27 | |
| Facebook Inc cl a (META) | 0.1 | $687k | 1.2k | 576.34 | |
| Linde (LIN) | 0.1 | $652k | 1.4k | 465.71 | |
| Pepsi (PEP) | 0.1 | $609k | 4.1k | 149.96 | |
| TJX Companies (TJX) | 0.1 | $609k | 5.0k | 121.80 | |
| Cisco Systems (CSCO) | 0.1 | $601k | 9.7k | 61.72 | |
| First Solar (FSLR) | 0.1 | $569k | 4.5k | 126.44 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $567k | 4.3k | 132.54 | |
| Ford Motor Company (F) | 0.1 | $559k | 56k | 10.03 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $553k | 1.4k | 383.50 | |
| American Tower Reit (AMT) | 0.1 | $522k | 2.4k | 217.50 | |
| Biohaven (BHVN) | 0.1 | $513k | 21k | 24.03 | |
| Enact Hldgs (ACT) | 0.1 | $509k | 15k | 34.78 | |
| Oracle Corporation (ORCL) | 0.1 | $501k | 3.6k | 139.75 | |
| AvalonBay Communities (AVB) | 0.1 | $494k | 2.3k | 214.78 | |
| Forian Ord (FORA) | 0.1 | $491k | 245k | 2.00 | |
| WesBan (WSBC) | 0.1 | $488k | 16k | 30.96 | |
| Brookfield Infrastructure Partners Lp Unit (BIP) | 0.1 | $487k | 16k | 29.79 | |
| Palo Alto Networks (PANW) | 0.1 | $479k | 2.8k | 170.46 | |
| Trane Technologies (TT) | 0.1 | $474k | 1.4k | 333.33 | |
| Aurora Innovatio (AUR) | 0.1 | $474k | 71k | 6.72 | |
| Bloom Energy Corp (BE) | 0.1 | $474k | 24k | 19.67 | |
| iShares Bitcoin Trust ETF Etf (IBIT) | 0.1 | $468k | 10k | 46.80 | |
| Energy Transfer Equity Lp Unit (ET) | 0.1 | $446k | 24k | 18.58 | |
| Veralto Corp (VLTO) | 0.1 | $445k | 4.6k | 97.46 | |
| Bain Cap Specialty Fin (BCSF) | 0.1 | $435k | 26k | 16.62 | |
| Mondelez Int (MDLZ) | 0.1 | $434k | 6.4k | 67.81 | |
| salesforce (CRM) | 0.1 | $426k | 1.6k | 268.26 | |
| Goldman Sachs (GS) | 0.1 | $423k | 775.00 | 545.81 | |
| Tyler Technologies (TYL) | 0.1 | $422k | 725.00 | 582.07 | |
| Prologis (PLD) | 0.1 | $414k | 3.7k | 111.89 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $411k | 1.1k | 366.96 | |
| Home Depot (HD) | 0.1 | $409k | 1.1k | 366.82 | |
| International Business Machines (IBM) | 0.1 | $403k | 1.6k | 248.61 | |
| Valmont Industries (VMI) | 0.1 | $385k | 1.4k | 285.19 | |
| Chart Industries (GTLS) | 0.1 | $375k | 2.6k | 144.23 | |
| Air Products & Chemicals (APD) | 0.1 | $354k | 1.2k | 295.00 | |
| Guardant Health (GH) | 0.1 | $353k | 8.3k | 42.63 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $353k | 1.0k | 353.00 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $347k | 24k | 14.68 | |
| Mp Materials Corp (MP) | 0.1 | $347k | 14k | 24.44 | |
| Fiserv (FI) | 0.1 | $347k | 1.6k | 220.83 | |
| Rexel (RXLSF) | 0.1 | $343k | 13k | 26.80 | |
| Genius Sports (GENI) | 0.1 | $343k | 34k | 10.00 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $340k | 39k | 8.70 | |
| Goldmansachsbdc (GSBD) | 0.1 | $322k | 28k | 11.62 | |
| Corning Incorporated (GLW) | 0.1 | $320k | 7.0k | 45.71 | |
| Carrier Global Corporation (CARR) | 0.1 | $317k | 5.0k | 63.40 | |
| Bgc Group Inc Cl A (BGC) | 0.1 | $311k | 34k | 9.17 | |
| Abbvie (ABBV) | 0.1 | $309k | 1.5k | 209.35 | |
| Paypal Holdings (PYPL) | 0.1 | $306k | 4.7k | 65.18 | |
| 3M Company (MMM) | 0.1 | $301k | 2.1k | 146.83 | |
| Asml Holding (ASML) | 0.1 | $298k | 450.00 | 662.22 | |
| Landbridge Company (LB) | 0.1 | $294k | 4.1k | 72.04 | |
| iShares Core S&P 500 Etf (IVV) | 0.1 | $292k | 520.00 | 561.54 | |
| Truist Financial Corp equities (TFC) | 0.1 | $268k | 6.5k | 41.13 | |
| LKQ Corporation (LKQ) | 0.1 | $255k | 6.0k | 42.50 | |
| Fs Kkr Capital Corp (FSK) | 0.1 | $251k | 12k | 20.92 | |
| Coca-Cola Company (KO) | 0.0 | $241k | 3.4k | 71.51 | |
| Centrus Energy Corp cl a (LEU) | 0.0 | $232k | 3.7k | 62.20 | |
| Tg Therapeutics (TGTX) | 0.0 | $231k | 5.9k | 39.35 | |
| Phillips Edison & Co (PECO) | 0.0 | $229k | 6.3k | 36.50 | |
| EQT Corporation (EQT) | 0.0 | $214k | 4.0k | 53.50 | |
| Camden Property Trust (CPT) | 0.0 | $213k | 1.7k | 122.41 | |
| Procter & Gamble Company (PG) | 0.0 | $208k | 1.2k | 170.35 | |
| McDonald's Corporation (MCD) | 0.0 | $208k | 665.00 | 312.78 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $201k | 450.00 | 446.67 | |
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $199k | 5.4k | 36.58 | |
| Samsara (IOT) | 0.0 | $192k | 5.0k | 38.40 | |
| Comcast Corporation (CMCSA) | 0.0 | $189k | 5.1k | 36.86 | |
| NVE Corporation (NVEC) | 0.0 | $188k | 3.0k | 63.73 | |
| Automatic Data Processing (ADP) | 0.0 | $181k | 593.00 | 305.23 | |
| Wal-Mart Stores (WMT) | 0.0 | $177k | 2.0k | 87.80 | |
| Cameco Corporation (CCJ) | 0.0 | $165k | 4.0k | 41.25 | |
| Spdr Ser Tr S&P Metals & Mng Etf Etf (XME) | 0.0 | $161k | 2.9k | 55.98 | |
| Tcg Bdc (CGBD) | 0.0 | $158k | 9.8k | 16.13 | |
| Fidelity Industrials ETF Etf (FIDU) | 0.0 | $157k | 2.3k | 68.26 | |
| Tempur-Pedic International (SGI) | 0.0 | $144k | 2.4k | 60.00 | |
| Primoris Services (PRIM) | 0.0 | $144k | 2.5k | 57.60 | |
| Stag Industrial (STAG) | 0.0 | $144k | 4.0k | 36.00 | |
| Vail Resorts (MTN) | 0.0 | $136k | 850.00 | 160.00 | |
| Bank of America Corporation (BAC) | 0.0 | $134k | 3.2k | 41.77 | |
| Williams Companies (WMB) | 0.0 | $134k | 2.2k | 59.98 | |
| Mvb Financial (MVBF) | 0.0 | $131k | 7.6k | 17.30 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $127k | 865.00 | 146.82 | |
| Direxion Daily Small Cap Bull 3X ETF Etf (TNA) | 0.0 | $120k | 4.1k | 29.27 | |
| UnitedHealth (UNH) | 0.0 | $120k | 230.00 | 521.74 | |
| ProShares UltraPro QQQ Etf (TQQQ) | 0.0 | $118k | 2.1k | 57.25 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $115k | 963.00 | 119.42 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $113k | 7.4k | 15.37 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $109k | 3.0k | 36.33 | |
| KraneShares CSI China Internet ETF Etf (KWEB) | 0.0 | $105k | 3.0k | 35.00 | |
| Toast (TOST) | 0.0 | $102k | 3.1k | 33.01 | |
| T. Rowe Price (TROW) | 0.0 | $96k | 1.1k | 91.43 | |
| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.0 | $94k | 1.7k | 56.97 | |
| Diamondback Energy (FANG) | 0.0 | $94k | 590.00 | 159.32 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 0.0 | $93k | 340.00 | 273.53 | |
| Kkr & Co (KKR) | 0.0 | $92k | 800.00 | 115.00 | |
| Paychex (PAYX) | 0.0 | $90k | 586.00 | 153.58 | |
| Vanguard Value ETF Etf (VTV) | 0.0 | $89k | 515.00 | 172.82 | |
| Philip Morris International (PM) | 0.0 | $83k | 526.00 | 157.79 | |
| Altria (MO) | 0.0 | $80k | 1.3k | 59.70 | |
| Verizon Communications (VZ) | 0.0 | $80k | 1.8k | 45.17 | |
| Fortinet (FTNT) | 0.0 | $79k | 820.00 | 96.34 | |
| Pfizer (PFE) | 0.0 | $78k | 3.1k | 25.33 | |
| Bristol Myers Squibb (BMY) | 0.0 | $77k | 1.3k | 60.63 | |
| Hess (HES) | 0.0 | $76k | 477.00 | 159.33 | |
| Chevron Corporation (CVX) | 0.0 | $75k | 449.00 | 167.04 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.0 | $74k | 1.5k | 50.68 | |
| Atlas Energy Solutions Inc Com Class A (AESI) | 0.0 | $73k | 4.1k | 17.80 | |
| Caterpillar (CAT) | 0.0 | $72k | 217.00 | 331.80 | |
| Walt Disney Company (DIS) | 0.0 | $68k | 685.00 | 99.27 | |
| SPDR S&P Software & Services ETF Etf (XSW) | 0.0 | $68k | 423.00 | 160.76 | |
| Network 1 Sec Solutions (NTIP) | 0.0 | $67k | 52k | 1.29 | |
| Amgen (AMGN) | 0.0 | $67k | 215.00 | 311.63 | |
| Qualcomm (QCOM) | 0.0 | $66k | 430.00 | 153.49 | |
| Abbott Laboratories (ABT) | 0.0 | $66k | 500.00 | 132.00 | |
| Southern Company (SO) | 0.0 | $65k | 705.00 | 92.20 | |
| iShares PHLX Semiconductor ETF Etf (SOXX) | 0.0 | $65k | 348.00 | 186.78 | |
| Runway Growth Finance Corp (RWAY) | 0.0 | $63k | 6.1k | 10.32 | |
| Marimed (MRMD) | 0.0 | $61k | 645k | 0.09 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $61k | 1.2k | 49.35 | |
| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.0 | $61k | 115.00 | 530.43 | |
| Honeywell International (HON) | 0.0 | $56k | 265.00 | 211.32 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $56k | 110.00 | 509.09 | |
| General Dynamics Corporation (GD) | 0.0 | $55k | 200.00 | 275.00 | |
| Vanguard Scottsdale Fds Vanguard Short-T Etf (VCSH) | 0.0 | $55k | 700.00 | 78.57 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $54k | 301.00 | 179.40 | |
| United Bankshares (UBSI) | 0.0 | $52k | 1.5k | 34.64 | |
| Versabank (VBNK) | 0.0 | $51k | 4.9k | 10.46 | |
| Dominion Resources (D) | 0.0 | $50k | 900.00 | 55.56 | |
| iShares US Medical Devices Etf (IHI) | 0.0 | $50k | 828.00 | 60.39 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $48k | 325.00 | 147.69 | |
| United Parcel Service (UPS) | 0.0 | $47k | 425.00 | 110.59 | |
| Booking Holdings (BKNG) | 0.0 | $46k | 10.00 | 4600.00 | |
| Intuitive Surgical (ISRG) | 0.0 | $45k | 90.00 | 500.00 | |
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.0 | $45k | 625.00 | 72.00 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $44k | 625.00 | 70.40 | |
| eBay (EBAY) | 0.0 | $44k | 653.00 | 67.38 | |
| Stryker Corporation (SYK) | 0.0 | $43k | 115.00 | 373.91 | |
| Reddit (RDDT) | 0.0 | $43k | 410.00 | 104.88 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $42k | 69.00 | 608.70 | |
| O Shares US Sm Cp Qual Div ETF Etf (OUSM) | 0.0 | $42k | 1.0k | 42.00 | |
| W.W. Grainger (GWW) | 0.0 | $41k | 42.00 | 976.19 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $40k | 164.00 | 243.90 | |
| Duke Energy (DUK) | 0.0 | $40k | 331.00 | 120.85 | |
| Gilead Sciences (GILD) | 0.0 | $39k | 345.00 | 113.04 | |
| Washington Trust Ban (WASH) | 0.0 | $39k | 1.3k | 31.20 | |
| Boeing Company (BA) | 0.0 | $39k | 230.00 | 169.57 | |
| iShares US Home Construction Etf (ITB) | 0.0 | $38k | 395.00 | 96.20 | |
| ConocoPhillips (COP) | 0.0 | $38k | 366.00 | 103.83 | |
| Accenture (ACN) | 0.0 | $37k | 120.00 | 308.33 | |
| Iron Mountain (IRM) | 0.0 | $35k | 411.00 | 85.16 | |
| American Express Company (AXP) | 0.0 | $35k | 130.00 | 269.23 | |
| Humana (HUM) | 0.0 | $35k | 134.00 | 261.19 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $34k | 500.00 | 68.00 | |
| American Electric Power Company (AEP) | 0.0 | $33k | 300.00 | 110.00 | |
| Vanguard Small-Cap ETF Etf (VB) | 0.0 | $33k | 150.00 | 220.00 | |
| EastGroup Properties (EGP) | 0.0 | $33k | 190.00 | 173.68 | |
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 0.0 | $33k | 738.00 | 44.72 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $32k | 403.00 | 79.40 | |
| CVS Caremark Corporation (CVS) | 0.0 | $31k | 456.00 | 67.98 | |
| Nestle SA Adr (NSRGY) | 0.0 | $31k | 307.00 | 100.98 | |
| Medtronic (MDT) | 0.0 | $31k | 350.00 | 88.57 | |
| Emerson Electric (EMR) | 0.0 | $31k | 287.00 | 108.01 | |
| Citizens Financial (CFG) | 0.0 | $30k | 730.00 | 41.10 | |
| Palantir Technologies (PLTR) | 0.0 | $30k | 350.00 | 85.71 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $30k | 62.00 | 483.87 | |
| Ecolab (ECL) | 0.0 | $30k | 119.00 | 252.10 | |
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.0 | $30k | 612.00 | 49.02 | |
| Nike (NKE) | 0.0 | $29k | 463.00 | 62.63 | |
| Hca Holdings (HCA) | 0.0 | $29k | 85.00 | 341.18 | |
| Intercontinental Exchange (ICE) | 0.0 | $29k | 167.00 | 173.65 | |
| O'reilly Automotive (ORLY) | 0.0 | $29k | 20.00 | 1450.00 | |
| Analog Devices (ADI) | 0.0 | $28k | 137.00 | 204.38 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $28k | 213.00 | 131.46 | |
| Boston Scientific Corporation (BSX) | 0.0 | $27k | 265.00 | 101.89 | |
| McKesson Corporation (MCK) | 0.0 | $27k | 40.00 | 675.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $27k | 288.00 | 93.75 | |
| Intel Corporation (INTC) | 0.0 | $27k | 1.2k | 22.78 | |
| iShares Core MSCI Total Intl Stk ETF Etf (IXUS) | 0.0 | $27k | 389.00 | 69.41 | |
| Independent Bank (INDB) | 0.0 | $27k | 424.00 | 63.68 | |
| Valero Energy Corporation (VLO) | 0.0 | $26k | 200.00 | 130.00 | |
| Crown Castle Intl (CCI) | 0.0 | $26k | 250.00 | 104.00 | |
| Ameren Corporation (AEE) | 0.0 | $25k | 250.00 | 100.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $25k | 250.00 | 100.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $25k | 500.00 | 50.00 | |
| Black Hills Corporation (BKH) | 0.0 | $24k | 400.00 | 60.00 | |
| Servicenow (NOW) | 0.0 | $24k | 30.00 | 800.00 | |
| Chubb (CB) | 0.0 | $23k | 76.00 | 302.63 | |
| iShares US Treasury Bond Etf (GOVT) | 0.0 | $23k | 1.0k | 23.00 | |
| Prudential Financial (PRU) | 0.0 | $23k | 210.00 | 109.52 | |
| General Mills (GIS) | 0.0 | $23k | 380.00 | 60.53 | |
| Autodesk (ADSK) | 0.0 | $22k | 85.00 | 258.82 | |
| Illinois Tool Works (ITW) | 0.0 | $21k | 85.00 | 247.06 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $20k | 142.00 | 140.85 | |
| FirstEnergy (FE) | 0.0 | $20k | 500.00 | 40.00 | |
| Cadence Design Systems (CDNS) | 0.0 | $20k | 80.00 | 250.00 | |
| Franklin Bsp Capital Corporati | 0.0 | $20k | 1.4k | 14.03 |
