Clean Yield Group

Clean Yield Group as of Dec. 31, 2020

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 424 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 15.2 $42M 113k 373.89
Apple Stock (AAPL) 4.0 $11M 83k 132.69
Hannon Armstrong Sust Infr Cap Reit (HASI) 3.6 $10M 158k 63.43
Unilever Adr (UL) 2.8 $7.8M 129k 60.36
Telus Corporation Stock (TU) 2.6 $7.1M 359k 19.80
Century Bancorporation Inc Cl A Non Vtg Stock 2.5 $6.8M 88k 77.36
Vodafone Group Adr (VOD) 2.4 $6.7M 408k 16.48
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 2.3 $6.5M 119k 54.07
General Mls Stock (GIS) 2.0 $5.6M 95k 58.80
Sanofi Adr (SNY) 2.0 $5.5M 114k 48.59
Colgate Palmolive Stock (CL) 1.8 $5.0M 59k 85.51
Dentsply Sirona Stock (XRAY) 1.8 $5.0M 95k 52.36
Physicians Rlty Tr Reit 1.7 $4.8M 271k 17.80
Cisco Sys Stock (CSCO) 1.6 $4.5M 102k 44.75
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.6 $4.5M 47k 95.59
Healthcare Tr Amer Inc Cl A Reit 1.5 $4.3M 156k 27.54
Sprouts Fmrs Mkt Stock (SFM) 1.5 $4.1M 206k 20.10
Hingham Instn Svgs Mass Stock (HIFS) 1.5 $4.1M 19k 215.99
Johnson & Johnson Stock (JNJ) 1.4 $4.0M 26k 157.39
Automatic Data Processing Stock (ADP) 1.3 $3.5M 20k 176.22
Procter And Gamble Stock (PG) 1.2 $3.5M 25k 139.13
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.2 $3.4M 134k 25.42
Healthpeak Properties Reit (DOC) 1.2 $3.4M 111k 30.23
Microsoft Corp Stock (MSFT) 1.2 $3.3M 15k 222.42
Camden Natl Corp Stock (CAC) 1.2 $3.3M 91k 35.78
Biogen Stock (BIIB) 1.2 $3.2M 13k 244.85
Ameresco Inc Cl A Stock (AMRC) 1.1 $3.2M 61k 52.24
Stag Indl Reit (STAG) 1.1 $3.1M 98k 31.32
Amgen Stock (AMGN) 1.0 $2.9M 13k 229.96
Nokia Corp Adr (NOK) 1.0 $2.8M 712k 3.91
Intuit Stock (INTU) 0.9 $2.6M 6.9k 379.89
Umpqua Hldgs Corp Stock 0.9 $2.6M 173k 15.14
Quest Diagnostics Stock (DGX) 0.9 $2.6M 22k 119.18
Alcon Ag Ord Stock (ALC) 0.9 $2.5M 38k 65.97
Novo-nordisk A S Adr (NVO) 0.9 $2.4M 34k 69.84
Becton Dickinson & Co Stock (BDX) 0.8 $2.2M 8.9k 250.20
Utah Med Prods Stock (UTMD) 0.8 $2.2M 26k 84.32
American Wtr Wks Stock (AWK) 0.7 $2.1M 14k 153.47
Hain Celestial Group Stock (HAIN) 0.7 $2.0M 50k 40.15
Expeditors Intl Wash Stock (EXPD) 0.7 $1.9M 21k 95.12
Wiley John & Sons Inc Cl A Stock (WLY) 0.7 $1.9M 42k 45.66
Illinois Tool Wks Stock (ITW) 0.7 $1.9M 9.4k 203.84
Thermo Fisher Scientific Stock (TMO) 0.6 $1.7M 3.7k 465.84
Stryker Corporation Stock (SYK) 0.6 $1.7M 6.9k 245.09
First Solar Stock (FSLR) 0.6 $1.6M 16k 98.93
Pepsico Stock (PEP) 0.5 $1.4M 9.5k 148.32
Mid-amer Apt Cmntys Reit (MAA) 0.5 $1.3M 10k 126.69
Us Bancorp Del Stock (USB) 0.5 $1.3M 27k 46.60
Verizon Communications Stock (VZ) 0.4 $1.2M 20k 58.73
Home Depot Stock (HD) 0.4 $1.2M 4.5k 265.59
3M Stock (MMM) 0.4 $1.1M 6.3k 174.86
Highwoods Pptys Reit (HIW) 0.4 $1.1M 27k 39.62
Merck & Co Stock (MRK) 0.4 $1.0M 13k 81.77
Hms Hldgs Corp Stock 0.4 $1.0M 28k 36.75
Smucker J M Stock (SJM) 0.3 $963k 8.3k 115.63
Alamos Gold Inc New Com Cl A Stock (AGI) 0.3 $945k 108k 8.75
Check Point Software Tech Ltd Ord Stock (CHKP) 0.3 $940k 7.1k 132.86
Trimble Stock (TRMB) 0.3 $912k 14k 66.80
Kadant Stock (KAI) 0.3 $891k 6.3k 140.91
Disney Walt Stock (DIS) 0.3 $846k 4.7k 181.20
California Wtr Svc Group Stock (CWT) 0.3 $816k 15k 54.02
Essential Utils Stock (WTRG) 0.3 $806k 17k 47.27
Middlesex Wtr Stock (MSEX) 0.3 $774k 11k 72.47
Alphabet Class A Stock (GOOGL) 0.3 $768k 438.00 1753.42
Helios Technologies Stock (HLIO) 0.3 $697k 13k 53.29
Pfizer Stock (PFE) 0.2 $688k 19k 36.79
Tractor Supply Stock (TSCO) 0.2 $673k 4.8k 140.68
Texas Instrs Stock (TXN) 0.2 $661k 4.0k 164.02
Schwab Charles Corp Stock (SCHW) 0.2 $660k 12k 53.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $623k 2.7k 231.86
Intel Corp Stock (INTC) 0.2 $613k 12k 49.84
Barrick Gold Corp Stock (GOLD) 0.2 $613k 27k 22.77
Agnico Eagle Mines Stock (AEM) 0.2 $606k 8.6k 70.47
Acuity Brands Stock (AYI) 0.2 $604k 5.0k 121.11
Lilly Eli & Co Stock (LLY) 0.2 $560k 3.3k 168.73
Hecla Mng Stock (HL) 0.2 $551k 85k 6.48
Agilent Technologies Stock (A) 0.2 $533k 4.5k 118.39
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $530k 9.6k 55.22
Sysco Corp Stock (SYY) 0.2 $521k 7.0k 74.21
Prologis Reit (PLD) 0.2 $510k 5.1k 99.65
Pan Amern Silver Corp Stock (PAAS) 0.2 $438k 13k 34.49
Intuitive Surgical Stock (ISRG) 0.2 $430k 525.00 819.05
Target Corp Stock (TGT) 0.2 $422k 2.4k 176.35
At&t Stock (T) 0.2 $422k 15k 28.74
Gilead Sciences Stock (GILD) 0.1 $415k 7.1k 58.26
Comcast Corp New Cl A Stock (CMCSA) 0.1 $410k 7.8k 52.42
Kirkland Lake Gold Stock 0.1 $407k 9.9k 41.32
Hubbell Stock (HUBB) 0.1 $400k 2.6k 156.86
American Express Stock (AXP) 0.1 $394k 3.3k 120.78
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $388k 3.9k 99.87
Medtronic Stock (MDT) 0.1 $384k 3.3k 117.25
Paychex Stock (PAYX) 0.1 $371k 4.0k 93.15
Amazon Stock (AMZN) 0.1 $371k 114.00 3254.39
Ishares Agency Bond Etf Etf (AGZ) 0.1 $358k 3.0k 119.57
Bristol-myers Squibb Stock (BMY) 0.1 $352k 5.7k 61.99
Newmont Corp Stock (NEM) 0.1 $347k 5.8k 59.83
Genuine Parts Stock (GPC) 0.1 $338k 3.4k 100.39
United Parcel Service Inc Cl B Stock (UPS) 0.1 $333k 2.0k 168.18
Citrix Sys Stock 0.1 $328k 2.5k 130.16
Nike Inc Cl B Stock (NKE) 0.1 $325k 2.3k 141.30
Neogen Corp Stock (NEOG) 0.1 $320k 4.0k 79.35
Union Pac Corp Stock (UNP) 0.1 $315k 1.5k 208.20
Nextera Energy Stock (NEE) 0.1 $312k 4.0k 77.08
Coca Cola Stock (KO) 0.1 $310k 5.6k 54.89
Vanguard Growth Index Fund Etf (VUG) 0.1 $305k 1.2k 253.53
International Business Machs Stock (IBM) 0.1 $301k 2.4k 125.94
Walgreens Boots Alliance Stock (WBA) 0.1 $301k 7.6k 39.87
Bar Hbr Bankshares Stock (BHB) 0.1 $298k 13k 22.62
Keysight Technologies Stock (KEYS) 0.1 $297k 2.3k 131.94
Astrazeneca Adr (AZN) 0.1 $295k 5.9k 50.00
Invesco Qqq Trust Etf (QQQ) 0.1 $289k 920.00 314.13
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $289k 4.7k 61.69
Abbvie Stock (ABBV) 0.1 $288k 2.7k 107.06
Oreilly Automotive Stock (ORLY) 0.1 $277k 612.00 452.61
Costco Whsl Corp Stock (COST) 0.1 $270k 716.00 377.10
Aflac Stock (AFL) 0.1 $270k 6.1k 44.43
Lowes Cos Stock (LOW) 0.1 $263k 1.6k 160.76
Church & Dwight Stock (CHD) 0.1 $262k 3.0k 87.19
Nvidia Corporation Stock (NVDA) 0.1 $261k 500.00 522.00
Abbott Labs Stock (ABT) 0.1 $259k 2.4k 109.56
Paypal Hldgs Stock (PYPL) 0.1 $258k 1.1k 234.12
First Majestic Silver Corp Stock (AG) 0.1 $258k 19k 13.44
Vanguard Value Index Fund Etf (VTV) 0.1 $256k 2.2k 118.79
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $255k 8.1k 31.41
Travelers Companies Stock (TRV) 0.1 $246k 1.8k 140.57
Mettler Toledo International Stock (MTD) 0.1 $245k 215.00 1139.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $245k 140.00 1750.00
Renaissancere Hldgs Stock (RNR) 0.1 $245k 1.5k 165.54
Ansys Stock (ANSS) 0.1 $241k 662.00 364.05
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $230k 2.6k 88.63
Coeur Mng Stock (CDE) 0.1 $228k 22k 10.36
Jpmorgan Chase & Co Stock (JPM) 0.1 $225k 1.8k 127.33
Waters Corp Stock (WAT) 0.1 $224k 905.00 247.51
Cvs Health Corp Stock (CVS) 0.1 $216k 3.2k 68.25
General Electric Stock 0.1 $216k 20k 10.78
Hershey Stock (HSY) 0.1 $213k 1.4k 152.14
Ishares S&p Midcap Fund Etf (IJH) 0.1 $207k 900.00 230.00
Fedex Corp Stock (FDX) 0.1 $205k 790.00 259.49
Danaher Corporation Stock (DHR) 0.1 $201k 907.00 221.61
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.1 $195k 2.3k 83.33
Spdr Gold Shares Etf (GLD) 0.1 $194k 1.1k 177.98
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $194k 1.6k 121.55
Exxon Mobil Corp Stock (XOM) 0.1 $191k 4.6k 41.16
Kimberly-clark Corp Stock (KMB) 0.1 $189k 1.4k 134.62
Carmax Stock (KMX) 0.1 $189k 2.0k 94.50
Air Prods & Chems Stock (APD) 0.1 $188k 687.00 273.65
Cigna Corp Stock (CI) 0.1 $182k 875.00 208.00
Lakeland Finl Corp Stock (LKFN) 0.1 $182k 3.4k 53.61
Laboratory Corp Amer Hldgs Stock 0.1 $175k 859.00 203.73
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $174k 2.8k 62.28
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $164k 4.9k 33.50
Ishares National Muni Bond Etf Etf (MUB) 0.1 $161k 1.4k 116.92
Wabtec Stock (WAB) 0.1 $156k 2.1k 73.34
Wec Energy Group Stock (WEC) 0.1 $154k 1.7k 92.22
Visa Inc Com Cl A Stock (V) 0.1 $152k 694.00 219.02
Tennant Stock (TNC) 0.1 $152k 2.2k 70.34
Microchip Technology Stock (MCHP) 0.1 $152k 1.1k 138.18
Endeavour Silver Corp Stock (EXK) 0.1 $151k 30k 5.03
Pretium Res Stock 0.1 $149k 13k 11.46
Cree Stock 0.1 $148k 1.4k 105.71
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $146k 2.4k 62.07
Vaneck Vectors Green Bond Etf Etf (GRNB) 0.1 $144k 5.1k 28.02
Ishares Russell 2000 Etf Etf (IWM) 0.1 $142k 725.00 195.86
Mcdonalds Corp Stock (MCD) 0.1 $142k 661.00 214.83
Raytheon Technologies Corp Stock (RTX) 0.0 $138k 1.9k 71.47
Honeywell Intl Stock (HON) 0.0 $138k 648.00 212.96
Walmart Stock (WMT) 0.0 $137k 949.00 144.36
Worthington Inds Stock (WOR) 0.0 $136k 2.7k 51.32
Koninklijke Philips N V Ny Reg Sh Adr (PHG) 0.0 $135k 2.5k 54.15
Norfolk Southn Corp Stock (NSC) 0.0 $134k 566.00 236.75
Eastman Chem Stock (EMN) 0.0 $134k 1.3k 100.37
Alexandria Real Estate Eq Reit (ARE) 0.0 $132k 740.00 178.38
Global X Silver Miners Etf Etf (SIL) 0.0 $127k 2.8k 45.77
Baxter Intl Stock (BAX) 0.0 $125k 1.6k 80.49
Ventas Reit (VTR) 0.0 $125k 2.6k 49.02
Idacorp Stock (IDA) 0.0 $122k 1.3k 96.06
Mastercard Incorporated Cl A Stock (MA) 0.0 $118k 331.00 356.50
Sherwin Williams Stock (SHW) 0.0 $118k 161.00 732.92
Fortuna Silver Mines Stock 0.0 $115k 14k 8.21
Ishares Silver Trust Etf (SLV) 0.0 $113k 4.6k 24.68
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) 0.0 $113k 3.5k 32.06
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $112k 6.3k 17.85
Emerson Elec Stock (EMR) 0.0 $104k 1.3k 80.50
Vaneck Vectors Muni Allocation Etf Etf 0.0 $103k 4.1k 24.97
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $102k 7.5k 13.60
Ppg Inds Stock (PPG) 0.0 $101k 697.00 144.91
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.0 $100k 1.7k 58.82
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $99k 6.0k 16.38
Cerner Corp Stock 0.0 $98k 1.3k 78.40
Starbucks Corp Stock (SBUX) 0.0 $98k 918.00 106.75
Direxion Daily Gold Miners Index Bull 2x Shares Etf (NUGT) 0.0 $97k 1.4k 69.29
Fifth Third Bancorp Stock (FITB) 0.0 $95k 3.5k 27.49
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $93k 1.4k 68.84
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $91k 616.00 147.73
International Flavors&fragranc Stock (IFF) 0.0 $88k 810.00 108.64
Constellation Brands Inc Cl A Stock (STZ) 0.0 $88k 400.00 220.00
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $88k 677.00 129.99
Iron Mtn Reit (IRM) 0.0 $88k 3.0k 29.33
Wells Fargo Stock (WFC) 0.0 $86k 2.8k 30.20
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $84k 916.00 91.70
Chevron Corp Stock (CVX) 0.0 $84k 993.00 84.59
Truist Finl Corp Stock (TFC) 0.0 $83k 1.7k 48.09
Masco Corp Stock (MAS) 0.0 $82k 1.5k 54.67
S&p Global Stock (SPGI) 0.0 $82k 250.00 328.00
Pnc Finl Svcs Group Stock (PNC) 0.0 $79k 529.00 149.34
HP Stock (HPQ) 0.0 $79k 3.2k 24.69
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.0 $79k 2.2k 36.24
Unitedhealth Group Stock (UNH) 0.0 $78k 221.00 352.94
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $78k 1.5k 52.00
Avery Dennison Corp Stock (AVY) 0.0 $78k 504.00 154.76
Mckesson Corp Stock (MCK) 0.0 $77k 445.00 173.03
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $75k 1.2k 62.50
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $74k 759.00 97.50
Yum Brands Stock (YUM) 0.0 $74k 680.00 108.82
Ishares Tips Bond Etf Etf (TIP) 0.0 $73k 570.00 128.07
Vaneck Vectors Junior Gold Miners Etf Etf (GDXJ) 0.0 $73k 1.4k 53.87
Vanguard Small-cap Index Fund Etf (VB) 0.0 $72k 370.00 194.59
Vertex Pharmaceuticals Stock (VRTX) 0.0 $71k 300.00 236.67
American Campus Cmntys Reit 0.0 $71k 1.7k 43.03
Carrier Global Corporation Stock (CARR) 0.0 $69k 1.8k 37.68
Fortive Corp Stock (FTV) 0.0 $68k 963.00 70.61
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $68k 5.5k 12.36
Csx Corp Stock (CSX) 0.0 $67k 743.00 90.17
Vanguard Health Care Index Fund Etf (VHT) 0.0 $67k 300.00 223.33
Docusign Stock (DOCU) 0.0 $67k 300.00 223.33
Conocophillips Stock (COP) 0.0 $66k 1.6k 40.24
Roper Technologies Stock (ROP) 0.0 $66k 153.00 431.37
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $65k 750.00 86.67
Palo Alto Networks Stock (PANW) 0.0 $65k 182.00 357.14
Oracle Corp Stock (ORCL) 0.0 $64k 986.00 64.91
Phillips 66 Stock (PSX) 0.0 $63k 895.00 70.39
Salesforce Stock (CRM) 0.0 $63k 281.00 224.20
Otis Worldwide Corp Stock (OTIS) 0.0 $62k 916.00 67.69
Mcewen Mng Stock 0.0 $61k 62k 0.98
Adobe Systems Incorporated Stock (ADBE) 0.0 $60k 120.00 500.00
Zimmer Biomet Holdings Stock (ZBH) 0.0 $59k 383.00 154.05
Dupont De Nemours Stock (DD) 0.0 $58k 815.00 71.17
New York Times Co Cl A Stock (NYT) 0.0 $57k 1.1k 51.40
Glaxosmithkline Adr 0.0 $57k 1.5k 37.01
Atlantica Sustainable Infr Stock 0.0 $57k 1.5k 38.00
New Gold Inc Cda Stock (NGD) 0.0 $57k 26k 2.19
Ebay Stock (EBAY) 0.0 $56k 1.1k 50.00
Ishares Msci All Country Asia Ex Japan Index Fund Etf (AAXJ) 0.0 $56k 623.00 89.89
Bank New York Mellon Corp Stock (BK) 0.0 $55k 1.3k 42.31
Canadian Natl Ry Stock (CNI) 0.0 $55k 500.00 110.00
Dollar Tree Stock (DLTR) 0.0 $54k 500.00 108.00
Waste Mgmt Inc Del Stock (WM) 0.0 $54k 457.00 118.16
Change Healthcare Stock 0.0 $54k 2.9k 18.78
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $52k 252.00 206.35
Phillips 66 Partners Lp Com Unit Rep Int Stock 0.0 $50k 1.9k 26.32
Inari Med Stock (NARI) 0.0 $50k 568.00 88.03
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $50k 381.00 131.23
Kinder Morgan Inc Del Stock (KMI) 0.0 $46k 3.4k 13.65
Philip Morris Intl Stock (PM) 0.0 $46k 551.00 83.48
Illumina Stock (ILMN) 0.0 $46k 125.00 368.00
Dow Stock (DOW) 0.0 $45k 815.00 55.21
Energy Transfer Lp Com Ut Ltd Ptn Stock (ET) 0.0 $45k 7.3k 6.15
Ormat Technologies Stock (ORA) 0.0 $43k 476.00 90.34
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $42k 100.00 420.00
Ball Corp Stock (BALL) 0.0 $41k 440.00 93.18
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $41k 445.00 92.13
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $40k 260.00 153.85
Arrow Finl Corp Stock (AROW) 0.0 $40k 1.3k 29.96
Vaneck Vectors Short Muni Etf Etf (SMB) 0.0 $40k 2.2k 18.05
Caterpillar Stock (CAT) 0.0 $39k 212.00 183.96
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $39k 115.00 339.13
Hewlett Packard Enterprise Stock (HPE) 0.0 $38k 3.2k 11.88
Tpi Composites Stock (TPIC) 0.0 $37k 699.00 52.93
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $36k 401.00 89.78
Msci Stock (MSCI) 0.0 $36k 80.00 450.00
Anthem Stock (ELV) 0.0 $36k 111.00 324.32
Yum China Hldgs Stock (YUMC) 0.0 $34k 600.00 56.67
Loews Corp Stock (L) 0.0 $34k 763.00 44.56
Principal Financial Group Stock (PFG) 0.0 $33k 659.00 50.08
Viatris Stock (VTRS) 0.0 $33k 1.8k 18.73
Ltc Pptys Reit (LTC) 0.0 $32k 835.00 38.32
Horace Mann Educators Corp Stock (HMN) 0.0 $32k 760.00 42.11
Bk Of America Corp Stock (BAC) 0.0 $32k 1.1k 30.48
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $32k 198.00 161.62
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $32k 90.00 355.56
Tesla Stock (TSLA) 0.0 $32k 45.00 711.11
Price T Rowe Group Stock (TROW) 0.0 $31k 208.00 149.04
Best Buy Stock (BBY) 0.0 $30k 300.00 100.00
Lululemon Athletica Stock (LULU) 0.0 $30k 86.00 348.84
Blackrock Stock 0.0 $29k 40.00 725.00
Grainger W W Stock (GWW) 0.0 $29k 70.00 414.29
Broadcom Stock (AVGO) 0.0 $27k 62.00 435.48
Hologic Stock (HOLX) 0.0 $27k 375.00 72.00
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $26k 225.00 115.56
Middleby Corp Stock (MIDD) 0.0 $26k 200.00 130.00
Community Bk Sys Stock (CBU) 0.0 $26k 415.00 62.65
Invesco S&p Smallcap Information Technology Portfolio Etf (PSCT) 0.0 $26k 210.00 123.81
Fresenius Med Care Ag&co Kgaa Adr (FMS) 0.0 $25k 600.00 41.67
Cdk Global Stock 0.0 $25k 475.00 52.63
Ark Innovation Etf Etf (ARKK) 0.0 $25k 202.00 123.76
Ingredion Stock (INGR) 0.0 $25k 320.00 78.12
American Tower Corp Reit (AMT) 0.0 $24k 107.00 224.30
Penumbra Stock (PEN) 0.0 $24k 137.00 175.18
Amer States Wtr Stock (AWR) 0.0 $24k 300.00 80.00
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $23k 348.00 66.09
Activision Blizzard Stock 0.0 $23k 250.00 92.00
Skyworks Solutions Stock (SWKS) 0.0 $23k 150.00 153.33
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.0 $23k 380.00 60.53
Neubase Therapeutics Stock 0.0 $22k 3.1k 7.10
Iqvia Hldgs Stock (IQV) 0.0 $22k 122.00 180.33
L3harris Technologies Stock (LHX) 0.0 $22k 116.00 189.66
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.0 $22k 245.00 89.80
Medicinova Stock (MNOV) 0.0 $22k 4.2k 5.28
Analog Devices Stock (ADI) 0.0 $21k 140.00 150.00
Corteva Stock (CTVA) 0.0 $20k 510.00 39.22
2u Stock 0.0 $20k 494.00 40.49
Advanced Micro Devices Stock (AMD) 0.0 $18k 197.00 91.37
Fidelity Natl Information Svcs Stock (FIS) 0.0 $18k 125.00 144.00
Global X Fintech Thematic Etf Etf (FINX) 0.0 $18k 375.00 48.00
Altria Group Stock (MO) 0.0 $18k 451.00 39.91
Intercept Pharmaceuticals Stock 0.0 $18k 710.00 25.35
Global X Social Media Index Fund Etf (SOCL) 0.0 $17k 270.00 62.96
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $17k 110.00 154.55
Nortonlifelock Stock (GEN) 0.0 $17k 800.00 21.25
Pioneer Nat Res Stock 0.0 $16k 142.00 112.68
Cabot Corp Stock (CBT) 0.0 $16k 362.00 44.20
Applied Matls Stock (AMAT) 0.0 $16k 181.00 88.40
Qualcomm Stock (QCOM) 0.0 $16k 102.00 156.86
State Str Corp Stock (STT) 0.0 $15k 200.00 75.00
Ross Stores Stock (ROST) 0.0 $15k 125.00 120.00
Xylem Stock (XYL) 0.0 $14k 141.00 99.29
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $14k 64.00 218.75
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $14k 51.00 274.51
Factset Resh Sys Stock (FDS) 0.0 $14k 42.00 333.33
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $13k 40.00 325.00
Masimo Corp Stock (MASI) 0.0 $13k 49.00 265.31
Eaton Corp Stock (ETN) 0.0 $13k 105.00 123.81
Alps Clean Energy Etf Etf (ACES) 0.0 $13k 156.00 83.33
Vontier Corporation Stock (VNT) 0.0 $13k 385.00 33.77
Union Bankshares Stock (UNB) 0.0 $12k 450.00 26.67
Natus Med Inc Del Stock 0.0 $12k 600.00 20.00
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $12k 200.00 60.00
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $12k 108.00 111.11
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $11k 192.00 57.29
United Therapeutics Corp Del Stock (UTHR) 0.0 $11k 75.00 146.67
Micron Technology Stock (MU) 0.0 $11k 150.00 73.33
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $11k 222.00 49.55
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $10k 447.00 22.37
Tjx Cos Stock (TJX) 0.0 $10k 150.00 66.67
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.0 $10k 150.00 66.67
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $10k 39.00 256.41
Netflix Stock (NFLX) 0.0 $9.0k 17.00 529.41
Republic Svcs Stock (RSG) 0.0 $9.0k 90.00 100.00
Robo Global Robotics And Automation Index Etf Etf (ROBO) 0.0 $9.0k 150.00 60.00
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $9.0k 14.00 642.86
Vanguard S&p 500 Etf Etf (VOO) 0.0 $9.0k 26.00 346.15
Crown Castle Intl Corp Reit (CCI) 0.0 $9.0k 57.00 157.89
Xilinx Stock 0.0 $9.0k 63.00 142.86
Metlife Stock (MET) 0.0 $9.0k 188.00 47.87
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $9.0k 210.00 42.86
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.0 $9.0k 270.00 33.33
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.0 $8.0k 120.00 66.67
Allstate Corp Stock (ALL) 0.0 $8.0k 75.00 106.67
Leidos Holdings Stock (LDOS) 0.0 $8.0k 75.00 106.67
Invesco S&p Smallcap Health Care Portfolio Etf (PSCH) 0.0 $8.0k 45.00 177.78
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $8.0k 22.00 363.64
Alexion Pharmaceuticals Stock 0.0 $8.0k 50.00 160.00
Citigroup Stock (C) 0.0 $8.0k 125.00 64.00
Invesco Cleantech Etf Etf (ERTH) 0.0 $8.0k 100.00 80.00
Omnicom Group Stock (OMC) 0.0 $8.0k 136.00 58.82
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $8.0k 298.00 26.85
Ishares Ibonds Dec 2021 Term Corporate Etf Etf 0.0 $7.0k 271.00 25.83
Core Laboratories N V Stock 0.0 $7.0k 262.00 26.72
Renewable Energy Group Stock 0.0 $7.0k 98.00 71.43
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $7.0k 89.00 78.65
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $7.0k 26.00 269.23
Hasbro Stock (HAS) 0.0 $7.0k 74.00 94.59
Cocrystal Pharma Stock 0.0 $7.0k 5.0k 1.40
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $7.0k 62.00 112.90
Invesco Bulletshares 2024 Corporate Bond Etf Etf 0.0 $7.0k 324.00 21.60
Chemours Stock (CC) 0.0 $6.0k 249.00 24.10
Simon Ppty Group Reit (SPG) 0.0 $6.0k 74.00 81.08
Vaneck Vectors Biotech Etf Etf (BBH) 0.0 $6.0k 35.00 171.43
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.0 $6.0k 34.00 176.47
Southern Stock (SO) 0.0 $6.0k 100.00 60.00
Etfmg Prime Cyber Security Etf Etf 0.0 $6.0k 100.00 60.00
Invesco Dynamic Software Etf Etf (IGPT) 0.0 $6.0k 40.00 150.00
Clorox Co Del Stock (CLX) 0.0 $6.0k 28.00 214.29
Boeing Stock (BA) 0.0 $6.0k 26.00 230.77
Pimco 1-5 Year U.s. Tips Index Exchange-traded Fund Etf (STPZ) 0.0 $5.0k 91.00 54.95
Schwab Intermediate-term U.s. Treasury Etf Etf (SCHR) 0.0 $5.0k 94.00 53.19
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $5.0k 12.00 416.67
BP Adr (BP) 0.0 $5.0k 250.00 20.00
Akamai Technologies Stock (AKAM) 0.0 $5.0k 50.00 100.00
Duke Energy Corp Stock (DUK) 0.0 $5.0k 50.00 100.00
Vaneck Vectors Environmental Services Etf Etf (EVX) 0.0 $5.0k 40.00 125.00
Lockheed Martin Corp Stock (LMT) 0.0 $5.0k 15.00 333.33
Capital One Finl Corp Stock (COF) 0.0 $5.0k 53.00 94.34
Kraft Heinz Stock (KHC) 0.0 $5.0k 144.00 34.72
Ishares Global Green Bond Etf Etf (BGRN) 0.0 $5.0k 93.00 53.76
Spdr S&p Insurance Etf Etf (KIE) 0.0 $5.0k 150.00 33.33
Invesco Bulletshares 2022 Corporate Bond Etf Etf 0.0 $5.0k 240.00 20.83
Ametek Stock (AME) 0.0 $4.0k 34.00 117.65
Spdr Factset Innovative Technology Etf Etf (XITK) 0.0 $4.0k 20.00 200.00
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 0.0 $4.0k 170.00 23.53
Brown Forman Corp Cl A Stock (BF.A) 0.0 $3.0k 45.00 66.67
Moodys Corp Stock (MCO) 0.0 $3.0k 10.00 300.00
WD-40 Stock (WDFC) 0.0 $3.0k 12.00 250.00
First Trust Water Etf Etf (FIW) 0.0 $3.0k 40.00 75.00
Innovative Indl Pptys Reit (IIPR) 0.0 $3.0k 16.00 187.50
Invesco Global Clean Energy Etf Etf (PBD) 0.0 $3.0k 100.00 30.00
Consolidated Comm Hldgs Stock 0.0 $3.0k 580.00 5.17
Lumen Technologies Stock (LUMN) 0.0 $3.0k 350.00 8.57
Snap On Stock (SNA) 0.0 $2.0k 13.00 153.85
Brown Forman Corp Cl B Stock (BF.B) 0.0 $2.0k 25.00 80.00
Southwest Airls Stock (LUV) 0.0 $2.0k 50.00 40.00
Criteo S A Spons Ads Adr (CRTO) 0.0 $2.0k 100.00 20.00
Parker-hannifin Corp Stock (PH) 0.0 $2.0k 9.00 222.22
Badger Meter Stock (BMI) 0.0 $2.0k 23.00 86.96
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $2.0k 15.00 133.33
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $2.0k 14.00 142.86
Etfmg Alternative Harvest Etf Etf 0.0 $2.0k 150.00 13.33
Teladoc Health Stock (TDOC) 0.0 $999.999900 3.00 333.33
Unilever N V N Y Adr 0.0 $0 0 0.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $0 0 0.00
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $0 0 0.00
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.0 $0 0 0.00
Boulder Growth & Income Cef (STEW) 0.0 $0 0 0.00
Spinnaker Etf Series Cannabis Etf Etf 0.0 $0 0 0.00