Clean Yield Group as of Dec. 31, 2019
Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 351 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 18.1 | $58M | 180k | 321.67 | |
Century Ban | 3.0 | $9.5M | 106k | 89.96 | |
Apple (AAPL) | 2.9 | $9.2M | 32k | 293.67 | |
Johnson & Johnson (JNJ) | 2.7 | $8.7M | 60k | 145.86 | |
General Mills (GIS) | 2.0 | $6.4M | 120k | 53.56 | |
Unilever | 2.0 | $6.5M | 112k | 57.46 | |
Vodafone Group New Adr F (VOD) | 2.0 | $6.4M | 333k | 19.33 | |
Hannon Armstrong (HASI) | 1.9 | $6.0M | 186k | 32.18 | |
Dentsply Sirona (XRAY) | 1.9 | $5.9M | 105k | 56.59 | |
Procter & Gamble Company (PG) | 1.8 | $5.9M | 47k | 124.89 | |
Illinois Tool Works (ITW) | 1.8 | $5.8M | 32k | 179.63 | |
Highwoods Properties (HIW) | 1.8 | $5.7M | 116k | 48.91 | |
Telus Ord (TU) | 1.8 | $5.7M | 147k | 38.73 | |
Sanofi-Aventis SA (SNY) | 1.7 | $5.5M | 110k | 50.20 | |
Physicians Realty Trust | 1.7 | $5.5M | 292k | 18.94 | |
Hingham Institution for Savings (HIFS) | 1.6 | $5.1M | 24k | 210.19 | |
Cisco Systems (CSCO) | 1.5 | $4.9M | 102k | 47.96 | |
American Campus Communities | 1.5 | $4.7M | 100k | 47.03 | |
McCormick & Company, Incorporated (MKC) | 1.5 | $4.6M | 27k | 169.74 | |
Colgate-Palmolive Company (CL) | 1.4 | $4.4M | 64k | 68.84 | |
Merck & Co (MRK) | 1.3 | $4.2M | 47k | 90.95 | |
Healthcare Tr Amer Inc cl a | 1.2 | $4.0M | 131k | 30.28 | |
Biogen Idec (BIIB) | 1.2 | $3.9M | 13k | 296.75 | |
Microsoft Corporation (MSFT) | 1.2 | $3.9M | 24k | 157.68 | |
Automatic Data Processing (ADP) | 1.2 | $3.9M | 23k | 170.48 | |
Amgen (AMGN) | 1.2 | $3.7M | 16k | 241.05 | |
3M Company (MMM) | 1.2 | $3.7M | 21k | 176.44 | |
Pepsi (PEP) | 1.1 | $3.6M | 27k | 136.68 | |
Novo Nordisk A/S (NVO) | 1.1 | $3.4M | 59k | 57.89 | |
Hain Celestial (HAIN) | 1.0 | $3.1M | 119k | 25.95 | |
Verizon Communications (VZ) | 0.9 | $3.0M | 49k | 61.39 | |
Utah Medical Products (UTMD) | 0.9 | $3.0M | 27k | 107.88 | |
Peak (DOC) | 0.9 | $2.9M | 85k | 34.47 | |
Becton, Dickinson and (BDX) | 0.9 | $2.9M | 11k | 271.94 | |
Gilead Sciences (GILD) | 0.9 | $2.9M | 44k | 64.98 | |
Intuit (INTU) | 0.9 | $2.8M | 11k | 261.90 | |
Lakeland Financial Corporation (LKFN) | 0.8 | $2.5M | 51k | 48.93 | |
McDonald's Corporation (MCD) | 0.8 | $2.4M | 12k | 197.64 | |
Mid-America Apartment (MAA) | 0.7 | $2.3M | 18k | 131.83 | |
Alcon (ALC) | 0.7 | $2.3M | 40k | 56.58 | |
Home Depot (HD) | 0.6 | $2.0M | 9.2k | 218.36 | |
Expeditors International of Washington (EXPD) | 0.6 | $2.0M | 26k | 78.02 | |
Bar Harbor Bankshares (BHB) | 0.6 | $2.0M | 78k | 25.40 | |
U.S. Bancorp (USB) | 0.6 | $1.9M | 32k | 59.29 | |
Camden National Corporation (CAC) | 0.6 | $1.9M | 42k | 46.07 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.8M | 24k | 74.30 | |
American Water Works (AWK) | 0.5 | $1.7M | 14k | 122.87 | |
Pfizer (PFE) | 0.5 | $1.6M | 40k | 39.18 | |
Stryker Corporation (SYK) | 0.5 | $1.6M | 7.5k | 209.99 | |
LTC Properties (LTC) | 0.5 | $1.6M | 35k | 44.77 | |
Genuine Parts Company (GPC) | 0.5 | $1.5M | 14k | 106.20 | |
Ameres (AMRC) | 0.5 | $1.4M | 83k | 17.50 | |
Piedmont Office Realty Trust (PDM) | 0.5 | $1.4M | 65k | 22.25 | |
Thermo Fisher Scientific (TMO) | 0.4 | $1.3M | 4.0k | 324.79 | |
iShares Silver Trust (SLV) | 0.4 | $1.2M | 75k | 16.68 | |
Insperity (NSP) | 0.4 | $1.2M | 14k | 86.02 | |
SYSCO Corporation (SYY) | 0.4 | $1.1M | 13k | 85.55 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.1M | 8.7k | 128.23 | |
J.M. Smucker Company (SJM) | 0.3 | $1.1M | 11k | 104.10 | |
Abbott Laboratories (ABT) | 0.3 | $1.0M | 12k | 86.84 | |
Abbvie (ABBV) | 0.3 | $1.0M | 12k | 88.55 | |
Kadant (KAI) | 0.3 | $1.0M | 9.5k | 105.32 | |
At&t (T) | 0.3 | $915k | 23k | 39.09 | |
International Business Machines (IBM) | 0.3 | $937k | 7.0k | 134.11 | |
Aqua America | 0.3 | $923k | 20k | 46.93 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $928k | 693.00 | 1339.11 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $879k | 6.3k | 139.39 | |
Tractor Supply Company (TSCO) | 0.3 | $897k | 9.6k | 93.49 | |
California Water Service (CWT) | 0.3 | $856k | 17k | 51.55 | |
Middlesex Water Company (MSEX) | 0.3 | $851k | 13k | 63.60 | |
Exxon Mobil Corporation (XOM) | 0.2 | $788k | 11k | 69.81 | |
Intel Corporation (INTC) | 0.2 | $789k | 13k | 59.82 | |
Agnico (AEM) | 0.2 | $796k | 13k | 61.63 | |
Honeywell International (HON) | 0.2 | $755k | 4.3k | 176.90 | |
Charles Schwab Corporation (SCHW) | 0.2 | $708k | 15k | 47.55 | |
Walt Disney Company (DIS) | 0.2 | $690k | 4.8k | 144.65 | |
Trimble Navigation (TRMB) | 0.2 | $700k | 17k | 41.69 | |
Ventas (VTR) | 0.2 | $699k | 12k | 57.74 | |
Bristol Myers Squibb (BMY) | 0.2 | $678k | 11k | 64.22 | |
PNC Financial Services (PNC) | 0.2 | $617k | 3.9k | 159.51 | |
Berkshire Hathaway (BRK.B) | 0.2 | $602k | 2.7k | 226.40 | |
Dupont De Nemours (DD) | 0.2 | $610k | 9.5k | 64.24 | |
Helios Technologies (HLIO) | 0.2 | $620k | 13k | 46.25 | |
Herman Miller (MLKN) | 0.2 | $499k | 12k | 41.62 | |
Nike (NKE) | 0.2 | $510k | 5.0k | 101.25 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $517k | 4.8k | 106.71 | |
Liberty Property Trust | 0.2 | $526k | 8.8k | 60.01 | |
Walgreen Boots Alliance (WBA) | 0.2 | $504k | 8.6k | 58.95 | |
Dow (DOW) | 0.2 | $496k | 9.1k | 54.70 | |
HMS Holdings | 0.1 | $479k | 16k | 29.59 | |
Alamos Gold Inc New Class A (AGI) | 0.1 | $488k | 81k | 6.02 | |
American Express Company (AXP) | 0.1 | $443k | 3.6k | 124.37 | |
Newmont Mining Corporation (NEM) | 0.1 | $459k | 11k | 43.49 | |
Boeing Company (BA) | 0.1 | $445k | 1.4k | 326.01 | |
First Solar (FSLR) | 0.1 | $452k | 8.1k | 55.94 | |
Medtronic (MDT) | 0.1 | $444k | 3.9k | 113.32 | |
Barrick Gold Corp (GOLD) | 0.1 | $411k | 22k | 18.60 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $402k | 4.7k | 85.26 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $426k | 2.1k | 205.80 | |
Hubbell (HUBB) | 0.1 | $421k | 2.9k | 147.72 | |
Coca-Cola Company (KO) | 0.1 | $377k | 6.8k | 55.31 | |
United Parcel Service (UPS) | 0.1 | $392k | 3.3k | 117.12 | |
Union Pacific Corporation (UNP) | 0.1 | $380k | 2.1k | 180.95 | |
Wells Fargo & Company (WFC) | 0.1 | $382k | 7.1k | 53.82 | |
Air Products & Chemicals (APD) | 0.1 | $374k | 1.6k | 234.92 | |
Comcast Corporation (CMCSA) | 0.1 | $357k | 7.9k | 44.99 | |
Wal-Mart Stores (WMT) | 0.1 | $360k | 3.0k | 118.69 | |
Chevron Corporation (CVX) | 0.1 | $363k | 3.0k | 120.48 | |
General Electric Company | 0.1 | $345k | 31k | 11.16 | |
Citrix Systems | 0.1 | $340k | 3.1k | 110.75 | |
Paychex (PAYX) | 0.1 | $352k | 4.1k | 85.17 | |
AFLAC Incorporated (AFL) | 0.1 | $366k | 6.9k | 52.96 | |
Waters Corporation (WAT) | 0.1 | $338k | 1.4k | 233.75 | |
United Technologies Corporation | 0.1 | $354k | 2.4k | 149.62 | |
Tennant Company (TNC) | 0.1 | $350k | 4.5k | 77.85 | |
Eli Lilly & Co. (LLY) | 0.1 | $333k | 2.5k | 131.46 | |
Intuitive Surgical (ISRG) | 0.1 | $310k | 525.00 | 590.48 | |
Target Corporation (TGT) | 0.1 | $315k | 2.5k | 128.31 | |
Pan American Silver Corp Can (PAAS) | 0.1 | $312k | 13k | 23.71 | |
Cigna Corp (CI) | 0.1 | $313k | 1.5k | 204.44 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $291k | 1.5k | 195.96 | |
CSX Corporation (CSX) | 0.1 | $293k | 4.0k | 72.47 | |
Travelers Companies (TRV) | 0.1 | $293k | 2.1k | 136.79 | |
Emerson Electric (EMR) | 0.1 | $278k | 3.6k | 76.33 | |
John Wiley & Sons (WLY) | 0.1 | $279k | 5.8k | 48.45 | |
Chatham Lodging Trust (CLDT) | 0.1 | $275k | 15k | 18.33 | |
Broadcom (AVGO) | 0.1 | $302k | 957.00 | 315.57 | |
Baxter International (BAX) | 0.1 | $257k | 3.1k | 83.50 | |
Nextera Energy (NEE) | 0.1 | $262k | 1.1k | 242.59 | |
Neogen Corporation (NEOG) | 0.1 | $263k | 4.0k | 65.21 | |
O'reilly Automotive (ORLY) | 0.1 | $268k | 612.00 | 437.91 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.1 | $251k | 2.2k | 115.77 | |
Kirkland Lake Gold | 0.1 | $263k | 6.0k | 44.13 | |
Corteva (CTVA) | 0.1 | $268k | 9.1k | 29.55 | |
Hershey Company (HSY) | 0.1 | $228k | 1.6k | 147.10 | |
Coeur d'Alene Mines Corporation (CDE) | 0.1 | $234k | 29k | 8.07 | |
Wabtec Corporation (WAB) | 0.1 | $239k | 3.1k | 77.90 | |
Keysight Technologies (KEYS) | 0.1 | $231k | 2.3k | 102.62 | |
FedEx Corporation (FDX) | 0.1 | $184k | 1.2k | 150.82 | |
Cerner Corporation | 0.1 | $183k | 2.5k | 73.20 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $191k | 1.4k | 137.71 | |
Noble Energy | 0.1 | $186k | 7.5k | 24.80 | |
Eastman Chemical Company (EMN) | 0.1 | $184k | 2.3k | 79.14 | |
Lowe's Companies (LOW) | 0.1 | $184k | 1.5k | 119.87 | |
Ida (IDA) | 0.1 | $182k | 1.7k | 107.06 | |
Church & Dwight (CHD) | 0.1 | $197k | 2.8k | 70.18 | |
Watts Water Technologies (WTS) | 0.1 | $186k | 1.9k | 99.95 | |
Natus Medical | 0.1 | $189k | 5.7k | 32.98 | |
Spdr Series Trust cmn (HYMB) | 0.1 | $185k | 3.1k | 58.86 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $201k | 150.00 | 1340.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $174k | 3.9k | 44.96 | |
Ansys (ANSS) | 0.1 | $162k | 630.00 | 257.14 | |
People's United Financial | 0.1 | $157k | 9.3k | 16.93 | |
Costco Wholesale Corporation (COST) | 0.1 | $174k | 593.00 | 293.42 | |
CarMax (KMX) | 0.1 | $175k | 2.0k | 87.50 | |
Laboratory Corp. of America Holdings | 0.1 | $145k | 859.00 | 168.80 | |
Weyerhaeuser Company (WY) | 0.1 | $169k | 5.6k | 30.28 | |
Visa (V) | 0.1 | $150k | 799.00 | 187.73 | |
iShares Russell 2000 Index (IWM) | 0.1 | $145k | 876.00 | 165.53 | |
Chipotle Mexican Grill (CMG) | 0.1 | $146k | 175.00 | 834.29 | |
Iron Mountain (IRM) | 0.1 | $151k | 4.7k | 31.92 | |
Wec Energy Group (WEC) | 0.1 | $154k | 1.7k | 92.22 | |
Barclays Bk Plc cmn | 0.1 | $153k | 10k | 15.15 | |
NVIDIA Corporation (NVDA) | 0.0 | $118k | 500.00 | 236.00 | |
International Flavors & Fragrances (IFF) | 0.0 | $119k | 919.00 | 129.49 | |
Mettler-Toledo International (MTD) | 0.0 | $140k | 177.00 | 790.96 | |
ConocoPhillips (COP) | 0.0 | $113k | 1.7k | 64.94 | |
Danaher Corporation (DHR) | 0.0 | $128k | 837.00 | 152.93 | |
Fifth Third Ban (FITB) | 0.0 | $131k | 4.3k | 30.67 | |
Dover Corporation (DOV) | 0.0 | $115k | 1.0k | 115.00 | |
Amazon (AMZN) | 0.0 | $116k | 63.00 | 1841.27 | |
Community Bank System (CBU) | 0.0 | $140k | 2.0k | 71.03 | |
Worthington Industries (WOR) | 0.0 | $112k | 2.7k | 42.26 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $134k | 2.7k | 49.81 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $124k | 11k | 11.17 | |
Truist Financial Corp equities (TFC) | 0.0 | $113k | 2.0k | 56.19 | |
Corning Incorporated (GLW) | 0.0 | $87k | 3.0k | 29.00 | |
Microchip Technology (MCHP) | 0.0 | $110k | 1.1k | 104.76 | |
PPG Industries (PPG) | 0.0 | $107k | 800.00 | 133.75 | |
Sonoco Products Company (SON) | 0.0 | $83k | 1.4k | 61.39 | |
Sherwin-Williams Company (SHW) | 0.0 | $92k | 157.00 | 585.99 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $85k | 1.7k | 48.88 | |
GlaxoSmithKline | 0.0 | $111k | 2.4k | 47.03 | |
Oracle Corporation (ORCL) | 0.0 | $96k | 1.8k | 53.01 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $98k | 590.00 | 166.10 | |
Nuveen Mun Value Fd 2 (NUW) | 0.0 | $98k | 6.0k | 16.21 | |
Phillips 66 (PSX) | 0.0 | $110k | 990.00 | 111.11 | |
S&p Global (SPGI) | 0.0 | $82k | 300.00 | 273.33 | |
BlackRock (BLK) | 0.0 | $75k | 150.00 | 500.00 | |
State Street Corporation (STT) | 0.0 | $48k | 608.00 | 78.95 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $65k | 1.3k | 50.00 | |
Caterpillar (CAT) | 0.0 | $61k | 412.00 | 148.06 | |
Waste Management (WM) | 0.0 | $48k | 425.00 | 112.94 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $66k | 300.00 | 220.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $57k | 172.00 | 331.40 | |
Avery Dennison Corporation (AVY) | 0.0 | $66k | 504.00 | 130.95 | |
Best Buy (BBY) | 0.0 | $70k | 800.00 | 87.50 | |
Hanesbrands (HBI) | 0.0 | $65k | 4.4k | 14.77 | |
Masco Corporation (MAS) | 0.0 | $72k | 1.5k | 48.00 | |
Yum! Brands (YUM) | 0.0 | $68k | 680.00 | 100.00 | |
McKesson Corporation (MCK) | 0.0 | $48k | 350.00 | 137.14 | |
Marriott International (MAR) | 0.0 | $58k | 381.00 | 152.23 | |
Roper Industries (ROP) | 0.0 | $54k | 153.00 | 352.94 | |
Zimmer Holdings (ZBH) | 0.0 | $73k | 491.00 | 148.68 | |
SPDR Gold Trust (GLD) | 0.0 | $62k | 435.00 | 142.53 | |
AMN Healthcare Services (AMN) | 0.0 | $59k | 950.00 | 62.11 | |
Brookline Ban (BRKL) | 0.0 | $61k | 3.7k | 16.49 | |
Hecla Mining Company (HL) | 0.0 | $68k | 20k | 3.40 | |
Cree | 0.0 | $65k | 1.4k | 46.43 | |
American States Water Company (AWR) | 0.0 | $52k | 600.00 | 86.67 | |
Badger Meter (BMI) | 0.0 | $78k | 1.2k | 65.00 | |
Ormat Technologies (ORA) | 0.0 | $58k | 775.00 | 74.84 | |
Utilities SPDR (XLU) | 0.0 | $78k | 1.2k | 65.00 | |
Arrow Financial Corporation (AROW) | 0.0 | $49k | 1.3k | 37.78 | |
Pacific Biosciences of California (PACB) | 0.0 | $67k | 13k | 5.15 | |
Vanguard REIT ETF (VNQ) | 0.0 | $49k | 531.00 | 92.28 | |
Citigroup (C) | 0.0 | $79k | 983.00 | 80.37 | |
Columbia Ppty Tr | 0.0 | $53k | 2.5k | 20.95 | |
Chemours (CC) | 0.0 | $72k | 4.0k | 18.13 | |
Paypal Holdings (PYPL) | 0.0 | $67k | 615.00 | 108.94 | |
Hp (HPQ) | 0.0 | $66k | 3.2k | 20.62 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $51k | 3.2k | 15.94 | |
Chubb (CB) | 0.0 | $70k | 447.00 | 156.60 | |
Fortive (FTV) | 0.0 | $74k | 963.00 | 76.84 | |
Nortonlifelock (GEN) | 0.0 | $62k | 2.4k | 25.44 | |
Loews Corporation (L) | 0.0 | $40k | 763.00 | 52.42 | |
Goldman Sachs (GS) | 0.0 | $23k | 100.00 | 230.00 | |
MasterCard Incorporated (MA) | 0.0 | $24k | 80.00 | 300.00 | |
Canadian Natl Ry (CNI) | 0.0 | $45k | 500.00 | 90.00 | |
FirstEnergy (FE) | 0.0 | $31k | 642.00 | 48.29 | |
Autodesk (ADSK) | 0.0 | $24k | 130.00 | 184.62 | |
Hologic (HOLX) | 0.0 | $43k | 831.00 | 51.74 | |
T. Rowe Price (TROW) | 0.0 | $25k | 208.00 | 120.19 | |
W.W. Grainger (GWW) | 0.0 | $37k | 110.00 | 336.36 | |
Morgan Stanley (MS) | 0.0 | $42k | 814.00 | 51.60 | |
Cabot Corporation (CBT) | 0.0 | $17k | 362.00 | 46.96 | |
SVB Financial (SIVBQ) | 0.0 | $32k | 126.00 | 253.97 | |
Analog Devices (ADI) | 0.0 | $26k | 215.00 | 120.93 | |
AstraZeneca (AZN) | 0.0 | $39k | 792.00 | 49.24 | |
Horace Mann Educators Corporation (HMN) | 0.0 | $33k | 760.00 | 43.42 | |
Altria (MO) | 0.0 | $23k | 451.00 | 51.00 | |
Capital One Financial (COF) | 0.0 | $23k | 222.00 | 103.60 | |
Diageo (DEO) | 0.0 | $18k | 107.00 | 168.22 | |
eBay (EBAY) | 0.0 | $37k | 1.0k | 36.45 | |
Marsh & McLennan Companies (MMC) | 0.0 | $22k | 195.00 | 112.82 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $21k | 498.00 | 42.17 | |
Philip Morris International (PM) | 0.0 | $47k | 551.00 | 85.30 | |
American Electric Power Company (AEP) | 0.0 | $17k | 175.00 | 97.14 | |
Qualcomm (QCOM) | 0.0 | $27k | 303.00 | 89.11 | |
Starbucks Corporation (SBUX) | 0.0 | $41k | 468.00 | 87.61 | |
Dollar Tree (DLTR) | 0.0 | $47k | 500.00 | 94.00 | |
Omni (OMC) | 0.0 | $20k | 250.00 | 80.00 | |
Pioneer Natural Resources | 0.0 | $21k | 142.00 | 147.89 | |
Toyota Motor Corporation (TM) | 0.0 | $37k | 260.00 | 142.31 | |
Micron Technology (MU) | 0.0 | $16k | 300.00 | 53.33 | |
MetLife (MET) | 0.0 | $41k | 810.00 | 50.62 | |
Middleby Corporation (MIDD) | 0.0 | $22k | 200.00 | 110.00 | |
UGI Corporation (UGI) | 0.0 | $16k | 348.00 | 45.98 | |
Calavo Growers (CVGW) | 0.0 | $36k | 400.00 | 90.00 | |
Unilever (UL) | 0.0 | $21k | 370.00 | 56.76 | |
Fresenius Medical Care AG & Co. (FMS) | 0.0 | $22k | 600.00 | 36.67 | |
New Gold Inc Cda (NGD) | 0.0 | $18k | 20k | 0.89 | |
Rayonier (RYN) | 0.0 | $37k | 1.1k | 32.89 | |
American International (AIG) | 0.0 | $39k | 751.00 | 51.93 | |
Ball Corporation (BALL) | 0.0 | $28k | 440.00 | 63.64 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $39k | 656.00 | 59.45 | |
Oneok (OKE) | 0.0 | $17k | 224.00 | 75.89 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $17k | 45.00 | 377.78 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $22k | 492.00 | 44.72 | |
Dollar General (DG) | 0.0 | $25k | 158.00 | 158.23 | |
Tesla Motors (TSLA) | 0.0 | $24k | 57.00 | 421.05 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $18k | 158.00 | 113.92 | |
Motorola Solutions (MSI) | 0.0 | $17k | 105.00 | 161.90 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $17k | 314.00 | 54.14 | |
Nuveen Select Tax-Free Income Portfolio (NXP) | 0.0 | $37k | 2.3k | 16.26 | |
CECO Environmental (CECO) | 0.0 | $24k | 3.1k | 7.78 | |
Union Bankshares (UNB) | 0.0 | $16k | 450.00 | 35.56 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $30k | 432.00 | 69.44 | |
Federal Agricultural Mortgage Corp cmn (AGM.A) | 0.0 | $26k | 1.0k | 26.00 | |
Prologis (PLD) | 0.0 | $32k | 359.00 | 89.14 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $35k | 574.00 | 60.98 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $42k | 1.7k | 25.21 | |
Mondelez Int (MDLZ) | 0.0 | $28k | 507.00 | 55.23 | |
First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.0 | $39k | 1.1k | 35.45 | |
Cdk Global Inc equities | 0.0 | $35k | 646.00 | 54.18 | |
Synchrony Financial (SYF) | 0.0 | $21k | 591.00 | 35.53 | |
Anthem (ELV) | 0.0 | $34k | 111.00 | 306.31 | |
Willis Towers Watson (WTW) | 0.0 | $29k | 145.00 | 200.00 | |
Direxion Shs Etf New Daily Eme etf (EDC) | 0.0 | $37k | 415.00 | 89.16 | |
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $27k | 640.00 | 42.19 | |
Yum China Holdings (YUMC) | 0.0 | $29k | 600.00 | 48.33 | |
Docusign (DOCU) | 0.0 | $33k | 450.00 | 73.33 | |
BP (BP) | 0.0 | $9.0k | 250.00 | 36.00 | |
Bank of America Corporation (BAC) | 0.0 | $11k | 300.00 | 36.67 | |
Lincoln National Corporation (LNC) | 0.0 | $6.0k | 100.00 | 60.00 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $11k | 113.00 | 97.35 | |
Republic Services (RSG) | 0.0 | $8.0k | 90.00 | 88.89 | |
Franklin Resources (BEN) | 0.0 | $9.0k | 350.00 | 25.71 | |
Mattel (MAT) | 0.0 | $4.0k | 295.00 | 13.56 | |
Polaris Industries (PII) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Snap-on Incorporated (SNA) | 0.0 | $8.0k | 45.00 | 177.78 | |
V.F. Corporation (VFC) | 0.0 | $2.0k | 19.00 | 105.26 | |
CenturyLink | 0.0 | $5.0k | 350.00 | 14.29 | |
Novartis (NVS) | 0.0 | $1.0k | 11.00 | 90.91 | |
UnitedHealth (UNH) | 0.0 | $12k | 41.00 | 292.68 | |
Southern Company (SO) | 0.0 | $6.0k | 100.00 | 60.00 | |
Clorox Company (CLX) | 0.0 | $2.0k | 10.00 | 200.00 | |
FactSet Research Systems (FDS) | 0.0 | $1.0k | 5.00 | 200.00 | |
ConAgra Foods (CAG) | 0.0 | $13k | 367.00 | 35.42 | |
Applied Materials (AMAT) | 0.0 | $15k | 250.00 | 60.00 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $7.0k | 89.00 | 78.65 | |
Constellation Brands (STZ) | 0.0 | $9.0k | 49.00 | 183.67 | |
Umpqua Holdings Corporation | 0.0 | $5.0k | 307.00 | 16.29 | |
Advanced Micro Devices (AMD) | 0.0 | $11k | 250.00 | 44.00 | |
Marvell Technology Group | 0.0 | $13k | 499.00 | 26.05 | |
Consolidated Communications Holdings (CNSL) | 0.0 | $999.000000 | 270.00 | 3.70 | |
Southwest Airlines (LUV) | 0.0 | $3.0k | 50.00 | 60.00 | |
CRH | 0.0 | $14k | 351.00 | 39.89 | |
Otter Tail Corporation (OTTR) | 0.0 | $5.0k | 100.00 | 50.00 | |
LogMeIn | 0.0 | $999.960000 | 12.00 | 83.33 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $11k | 254.00 | 43.31 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $0 | 0 | 0.00 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $2.0k | 125.00 | 16.00 | |
Boulder Growth & Income Fund (STEW) | 0.0 | $0 | 0 | 0.00 | |
First Majestic Silver Corp (AG) | 0.0 | $0 | 10.00 | 0.00 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $5.0k | 91.00 | 54.95 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $14k | 177.00 | 79.10 | |
B2gold Corp (BTG) | 0.0 | $2.0k | 400.00 | 5.00 | |
Fortuna Silver Mines | 0.0 | $1.0k | 125.00 | 8.00 | |
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $0 | 32.00 | 0.00 | |
Sandstorm Gold (SAND) | 0.0 | $1.0k | 180.00 | 5.56 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $6.0k | 100.00 | 60.00 | |
Criteo Sa Ads (CRTO) | 0.0 | $2.0k | 100.00 | 20.00 | |
Ishares Tr ibnd dec21 etf | 0.0 | $7.0k | 271.00 | 25.83 | |
Kraft Heinz (KHC) | 0.0 | $4.0k | 109.00 | 36.70 | |
Ishares Tr ibnd dec23 etf | 0.0 | $4.0k | 170.00 | 23.53 | |
Ishares Tr ibnd dec25 etf (IBDQ) | 0.0 | $8.0k | 298.00 | 26.85 | |
Silvercrest Metals (SILV) | 0.0 | $3.0k | 458.00 | 6.55 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $15k | 500.00 | 30.00 | |
Gaia (GAIA) | 0.0 | $999.900000 | 110.00 | 9.09 | |
Advansix (ASIX) | 0.0 | $3.0k | 160.00 | 18.75 | |
180 Degree Cap | 0.0 | $3.0k | 1.6k | 1.92 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $7.0k | 80.00 | 87.50 | |
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $10k | 650.00 | 15.38 | |
Bscm etf | 0.0 | $5.0k | 240.00 | 20.83 | |
Bsco etf (BSCO) | 0.0 | $7.0k | 324.00 | 21.60 | |
Invesco Global Clean Energy (PBD) | 0.0 | $9.0k | 600.00 | 15.00 | |
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.0 | $9.0k | 447.00 | 20.13 | |
Garrett Motion (GTX) | 0.0 | $3.0k | 300.00 | 10.00 | |
Resideo Technologies (REZI) | 0.0 | $6.0k | 500.00 | 12.00 | |
L3harris Technologies (LHX) | 0.0 | $2.0k | 10.00 | 200.00 |