Clean Yield Group

Clean Yield Group as of June 30, 2021

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 472 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 8.7 $26M 60k 428.33
Apple Stock (AAPL) 3.7 $11M 80k 136.95
Vaneck Vectors Green Bond Etf Etf (GRNB) 3.4 $10M 365k 27.46
Century Bancorporation Inc Cl A Non Vtg Stock 3.0 $8.8M 77k 114.01
Glaxosmithkline Adr 2.8 $8.2M 207k 39.82
Unilever Adr (UL) 2.7 $8.1M 138k 58.52
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 2.7 $7.9M 148k 53.37
Telus Corporation Stock (TU) 2.7 $7.9M 351k 22.43
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.6 $7.6M 135k 56.16
Vodafone Group Adr (VOD) 2.5 $7.5M 435k 17.13
Sanofi Adr (SNY) 2.3 $6.8M 128k 52.66
General Mls Stock (GIS) 2.0 $6.0M 99k 60.89
Physicians Rlty Tr Reit 2.0 $5.8M 315k 18.48
Sprouts Fmrs Mkt Stock (SFM) 1.7 $5.1M 203k 24.87
Cisco Sys Stock (CSCO) 1.7 $5.0M 95k 53.00
Hingham Instn Svgs Mass Stock (HIFS) 1.7 $5.0M 17k 290.35
Dentsply Sirona Stock (XRAY) 1.6 $4.7M 75k 63.26
Stag Indl Reit (STAG) 1.6 $4.7M 126k 37.44
Colgate Palmolive Stock (CL) 1.5 $4.4M 54k 81.34
Healthcare Tr Amer Inc Cl A Reit 1.4 $4.2M 159k 26.71
Camden Natl Corp Stock (CAC) 1.3 $4.0M 83k 47.76
Johnson & Johnson Stock (JNJ) 1.3 $3.9M 24k 164.73
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.3 $3.9M 138k 28.27
Washington Real Estate Invt Tr Sh Ben Int Reit (ELME) 1.3 $3.7M 163k 23.00
Microsoft Corp Stock (MSFT) 1.3 $3.7M 14k 270.89
Healthpeak Properties Reit (DOC) 1.2 $3.6M 110k 33.31
Automatic Data Processing Stock (ADP) 1.2 $3.6M 18k 198.63
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.2 $3.6M 41k 88.31
Umpqua Hldgs Corp Stock 1.1 $3.1M 168k 18.44
Procter And Gamble Stock (PG) 1.0 $3.0M 22k 134.95
Ameresco Inc Cl A Stock (AMRC) 1.0 $3.0M 48k 62.97
Amgen Stock (AMGN) 1.0 $2.9M 12k 243.73
Nokia Corp Adr (NOK) 1.0 $2.9M 536k 5.32
Quest Diagnostics Stock (DGX) 0.9 $2.8M 21k 132.00
Intuit Stock (INTU) 0.9 $2.6M 5.3k 490.20
Novo-nordisk A S Adr (NVO) 0.8 $2.4M 29k 83.77
Check Point Software Tech Ltd Ord Stock (CHKP) 0.8 $2.3M 20k 116.16
Expeditors Intl Wash Stock (EXPD) 0.8 $2.3M 18k 126.59
Biogen Stock (BIIB) 0.8 $2.3M 6.6k 346.21
Becton Dickinson & Co Stock (BDX) 0.7 $2.1M 8.7k 243.27
Illinois Tool Wks Stock (ITW) 0.7 $2.1M 9.4k 223.60
American Wtr Wks Stock (AWK) 0.7 $2.0M 13k 154.10
Utah Med Prods Stock (UTMD) 0.6 $1.8M 21k 85.09
Thermo Fisher Scientific Stock (TMO) 0.6 $1.8M 3.5k 504.43
Wiley John & Sons Inc Cl A Stock (WLY) 0.6 $1.8M 29k 60.11
Mid-amer Apt Cmntys Reit (MAA) 0.6 $1.7M 10k 168.60
Hain Celestial Group Stock (HAIN) 0.5 $1.6M 39k 40.12
Us Bancorp Del Stock (USB) 0.5 $1.5M 26k 56.99
Stryker Corporation Stock (SYK) 0.5 $1.4M 5.4k 259.75
First Solar Stock (FSLR) 0.5 $1.4M 15k 90.69
Home Depot Stock (HD) 0.5 $1.3M 4.2k 318.78
Smith & Nephew Plc Spdn Adr (SNN) 0.4 $1.3M 30k 43.43
Pepsico Stock (PEP) 0.4 $1.2M 7.9k 148.12
Trimble Stock (TRMB) 0.4 $1.1M 14k 81.85
Highwoods Pptys Reit (HIW) 0.4 $1.1M 24k 45.17
Verizon Communications Stock (VZ) 0.4 $1.1M 19k 56.06
Helios Technologies Stock (HLIO) 0.3 $1.0M 13k 78.03
Alphabet Class A Stock (GOOGL) 0.3 $979k 401.00 2441.40
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.3 $967k 6.7k 144.33
Merck & Co Stock (MRK) 0.3 $943k 12k 77.81
Smucker J M Stock (SJM) 0.3 $940k 7.2k 129.67
3M Stock (MMM) 0.3 $911k 4.6k 198.56
Kadant Stock (KAI) 0.3 $900k 5.1k 176.02
Alcon Ag Ord Stock (ALC) 0.3 $878k 13k 70.23
Schwab Charles Corp Stock (SCHW) 0.3 $858k 12k 72.84
Middlesex Wtr Stock (MSEX) 0.3 $808k 9.9k 81.78
Lilly Eli & Co Stock (LLY) 0.3 $800k 3.5k 229.56
California Wtr Svc Group Stock (CWT) 0.3 $785k 14k 55.58
Acuity Brands Stock (AYI) 0.3 $784k 4.2k 187.25
Disney Walt Stock (DIS) 0.3 $766k 4.4k 175.73
Texas Instrs Stock (TXN) 0.3 $756k 3.9k 192.37
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $725k 2.6k 278.10
Essential Utils Stock (WTRG) 0.2 $719k 16k 45.72
Tractor Supply Stock (TSCO) 0.2 $702k 3.8k 186.01
Intel Corp Stock (INTC) 0.2 $667k 12k 56.17
Agilent Technologies Stock (A) 0.2 $665k 4.5k 147.71
International Business Machs Stock (IBM) 0.2 $613k 4.2k 146.51
Prologis Reit (PLD) 0.2 $612k 5.1k 119.58
Pfizer Stock (PFE) 0.2 $578k 15k 39.14
Target Corp Stock (TGT) 0.2 $562k 2.3k 241.93
American Express Stock (AXP) 0.2 $534k 3.2k 165.22
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $531k 9.6k 55.32
Intuitive Surgical Stock (ISRG) 0.2 $516k 561.00 919.79
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.2 $499k 3.8k 132.71
Sysco Corp Stock (SYY) 0.2 $491k 6.3k 77.68
Comcast Corp New Cl A Stock (CMCSA) 0.2 $458k 8.0k 56.98
Hubbell Stock (HUBB) 0.2 $445k 2.4k 186.97
Abbott Labs Stock (ABT) 0.2 $444k 3.8k 115.99
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.2 $442k 5.3k 82.77
Paychex Stock (PAYX) 0.1 $417k 3.9k 107.39
Amazon Stock (AMZN) 0.1 $409k 119.00 3436.97
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.1 $385k 28k 14.00
Walgreens Boots Alliance Stock (WBA) 0.1 $384k 7.3k 52.60
At&t Stock (T) 0.1 $377k 13k 28.75
Neogen Corp Stock (NEOG) 0.1 $371k 8.1k 46.00
Bristol-myers Squibb Stock (BMY) 0.1 $365k 5.5k 66.63
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $358k 143.00 2503.50
Nvidia Corporation Stock (NVDA) 0.1 $356k 445.00 800.00
Abbvie Stock (ABBV) 0.1 $355k 3.2k 112.70
Astrazeneca Adr (AZN) 0.1 $353k 5.9k 59.83
Genuine Parts Stock (GPC) 0.1 $351k 2.8k 126.44
Paypal Hldgs Stock (PYPL) 0.1 $350k 1.2k 291.18
Keysight Technologies Stock (KEYS) 0.1 $348k 2.3k 154.60
Union Pac Corp Stock (UNP) 0.1 $344k 1.6k 220.09
Nike Inc Cl B Stock (NKE) 0.1 $340k 2.2k 154.55
Aflac Stock (AFL) 0.1 $326k 6.1k 53.64
Invesco Qqq Trust Etf (QQQ) 0.1 $326k 920.00 354.35
Lowes Cos Stock (LOW) 0.1 $317k 1.6k 193.77
Alamos Gold Inc New Com Cl A Stock (AGI) 0.1 $314k 41k 7.66
Oreilly Automotive Stock (ORLY) 0.1 $311k 550.00 565.45
Costco Whsl Corp Stock (COST) 0.1 $302k 763.00 395.81
Mettler Toledo International Stock (MTD) 0.1 $298k 215.00 1386.05
Nextera Energy Stock (NEE) 0.1 $297k 4.0k 73.37
Vanguard Value Index Fund Etf (VTV) 0.1 $296k 2.2k 137.35
Exxon Mobil Corp Stock (XOM) 0.1 $293k 4.6k 63.15
Citrix Sys Stock 0.1 $293k 2.5k 117.43
General Electric Stock 0.1 $289k 21k 13.48
Vanguard Growth Index Fund Etf (VUG) 0.1 $288k 1.0k 287.14
Coca Cola Stock (KO) 0.1 $286k 5.3k 54.19
Cvs Health Corp Stock (CVS) 0.1 $279k 3.3k 83.56
Waters Corp Stock (WAT) 0.1 $273k 790.00 345.57
Jpmorgan Chase & Co Stock (JPM) 0.1 $272k 1.8k 155.25
Medtronic Stock (MDT) 0.1 $269k 2.2k 124.25
Danaher Corporation Stock (DHR) 0.1 $267k 996.00 268.07
Cigna Corp Stock (CI) 0.1 $265k 1.1k 237.03
Church & Dwight Stock (CHD) 0.1 $256k 3.0k 85.19
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $254k 8.1k 31.29
Visa Inc Com Cl A Stock (V) 0.1 $252k 1.1k 233.77
United Parcel Service Inc Cl B Stock (UPS) 0.1 $250k 1.2k 208.33
Fedex Corp Stock (FDX) 0.1 $237k 795.00 298.11
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $237k 859.00 275.90
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $234k 15k 15.60
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $233k 1.6k 145.99
Ansys Stock (ANSS) 0.1 $230k 662.00 347.43
Carmax Stock (KMX) 0.1 $228k 1.8k 129.18
Kirkland Lake Gold Stock 0.1 $222k 5.8k 38.61
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $215k 3.2k 67.50
Hershey Stock (HSY) 0.1 $209k 1.2k 174.17
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $201k 2.8k 71.94
Air Prods & Chems Stock (APD) 0.1 $196k 680.00 288.24
Renaissancere Hldgs Stock (RNR) 0.1 $196k 1.3k 148.48
Aea-bridges Impact Corp Shs Cl A Stock 0.1 $196k 20k 9.73
Travelers Companies Stock (TRV) 0.1 $195k 1.3k 150.00
Bar Hbr Bankshares Stock (BHB) 0.1 $193k 6.8k 28.59
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $193k 1.9k 100.73
Kimberly-clark Corp Stock (KMB) 0.1 $188k 1.4k 133.90
Lakeland Finl Corp Stock (LKFN) 0.1 $185k 3.0k 61.77
Agnico Eagle Mines Stock (AEM) 0.1 $175k 2.9k 60.34
Tennant Stock (TNC) 0.1 $173k 2.2k 80.06
Mcdonalds Corp Stock (MCD) 0.1 $171k 739.00 231.39
Barrick Gold Corp Stock (GOLD) 0.1 $170k 8.2k 20.73
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $169k 4.9k 34.52
Global X Silver Miners Etf Etf (SIL) 0.1 $168k 3.9k 42.59
Ppg Inds Stock (PPG) 0.1 $168k 987.00 170.21
Wabtec Stock (WAB) 0.1 $167k 2.0k 82.23
Ishares Russell 2000 Etf Etf (IWM) 0.1 $166k 725.00 228.97
Spdr Gold Shares Etf (GLD) 0.1 $165k 996.00 165.66
Microchip Technology Stock (MCHP) 0.1 $165k 1.1k 150.00
Worthington Inds Stock (WOR) 0.1 $162k 2.7k 61.13
Ishares National Muni Bond Etf Etf (MUB) 0.1 $162k 1.4k 117.39
Gilead Sciences Stock (GILD) 0.1 $159k 2.3k 68.98
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $157k 1.1k 147.42
Eastman Chem Stock (EMN) 0.1 $156k 1.3k 116.85
Ishares Agency Bond Etf Etf (AGZ) 0.1 $154k 1.3k 118.10
Ipath Series B S&p 500 Vix Short-term Futures Etn Etf 0.1 $151k 5.1k 29.46
Norfolk Southn Corp Stock (NSC) 0.1 $150k 566.00 265.02
Nuveen Pfd & Income Opportunit Cef (JPC) 0.1 $150k 15k 10.00
Wec Energy Group Stock (WEC) 0.1 $149k 1.7k 89.22
Walmart Stock (WMT) 0.0 $147k 1.0k 141.21
Raytheon Technologies Corp Stock (RTX) 0.0 $145k 1.7k 85.44
Mastercard Incorporated Cl A Stock (MA) 0.0 $140k 384.00 364.58
Price T Rowe Group Stock (TROW) 0.0 $139k 700.00 198.57
Cree Stock 0.0 $137k 1.4k 97.86
Sherwin Williams Stock (SHW) 0.0 $132k 483.00 273.29
Fifth Third Bancorp Stock (FITB) 0.0 $132k 3.5k 38.19
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $129k 1.9k 66.74
Wells Fargo Stock (WFC) 0.0 $129k 2.8k 45.29
Iron Mtn Reit (IRM) 0.0 $127k 3.0k 42.33
Alexandria Real Estate Eq Reit (ARE) 0.0 $126k 690.00 182.61
Idacorp Stock (IDA) 0.0 $124k 1.3k 97.64
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.0 $122k 3.6k 33.94
International Flavors&fragranc Stock (IFF) 0.0 $121k 810.00 149.38
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $120k 504.00 238.10
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) 0.0 $116k 3.5k 32.91
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $116k 6.3k 18.34
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $115k 616.00 186.69
Ventas Reit (VTR) 0.0 $114k 2.0k 57.00
Honeywell Intl Stock (HON) 0.0 $111k 508.00 218.50
Vaneck Vectors Junior Gold Miners Etf Etf (GDXJ) 0.0 $110k 2.3k 46.91
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $108k 791.00 136.54
Ishares Silver Trust Etf (SLV) 0.0 $106k 4.4k 24.26
Avery Dennison Corp Stock (AVY) 0.0 $106k 504.00 210.32
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $105k 6.1k 17.25
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $105k 6.7k 15.65
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.0 $104k 1.7k 60.68
Pnc Finl Svcs Group Stock (PNC) 0.0 $104k 547.00 190.13
Vaneck Vectors Muni Allocation Etf Etf 0.0 $104k 4.1k 25.21
Emerson Elec Stock (EMR) 0.0 $103k 1.1k 95.81
S&p Global Stock (SPGI) 0.0 $103k 250.00 412.00
Ishares S&p Midcap Fund Etf (IJH) 0.0 $102k 380.00 268.42
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $102k 900.00 113.33
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $101k 1.4k 74.76
Unitedhealth Group Stock (UNH) 0.0 $99k 248.00 399.19
Salesforce Stock (CRM) 0.0 $99k 405.00 244.44
Cerner Corp Stock 0.0 $98k 1.3k 78.40
Oracle Corp Stock (ORCL) 0.0 $98k 1.3k 77.59
Carrier Global Corporation Stock (CARR) 0.0 $97k 2.0k 48.57
HP Stock (HPQ) 0.0 $97k 3.2k 30.31
Pretium Res Stock 0.0 $96k 10k 9.60
Truist Finl Corp Stock (TFC) 0.0 $96k 1.7k 55.62
Chevron Corp Stock (CVX) 0.0 $94k 893.00 105.26
Constellation Brands Inc Cl A Stock (STZ) 0.0 $94k 400.00 235.00
Baxter Intl Stock (BAX) 0.0 $91k 1.1k 80.89
Masco Corp Stock (MAS) 0.0 $88k 1.5k 58.67
Ebay Stock (EBAY) 0.0 $86k 1.2k 70.20
Mckesson Corp Stock (MCK) 0.0 $85k 445.00 191.01
Docusign Stock (DOCU) 0.0 $84k 300.00 280.00
Otis Worldwide Corp Stock (OTIS) 0.0 $82k 998.00 82.16
Yum Brands Stock (YUM) 0.0 $78k 680.00 114.71
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $78k 7.3k 10.66
American Campus Cmntys Reit 0.0 $77k 1.7k 46.67
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $76k 1.2k 63.33
Phillips 66 Partners Lp Com Unit Rep Int Stock 0.0 $75k 1.9k 39.47
Nuveen Floating Rate Income Cef (JFR) 0.0 $75k 7.5k 10.00
Starbucks Corp Stock (SBUX) 0.0 $75k 668.00 112.28
Vanguard Health Care Index Fund Etf (VHT) 0.0 $74k 300.00 246.67
Duff & Phelps Utlity And Infst Cef (DPG) 0.0 $72k 5.0k 14.40
Roper Technologies Stock (ROP) 0.0 $72k 153.00 470.59
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $72k 5.5k 13.09
Bank New York Mellon Corp Stock (BK) 0.0 $69k 1.4k 51.11
Zimmer Biomet Holdings Stock (ZBH) 0.0 $68k 424.00 160.38
Fortive Corp Stock (FTV) 0.0 $67k 963.00 69.57
Change Healthcare Stock 0.0 $66k 2.9k 22.96
Waste Mgmt Inc Del Stock (WM) 0.0 $64k 457.00 140.04
Adobe Systems Incorporated Stock (ADBE) 0.0 $64k 110.00 581.82
Ishares Tips Bond Etf Etf (TIP) 0.0 $64k 500.00 128.00
Dupont De Nemours Stock (DD) 0.0 $63k 815.00 77.30
Kinder Morgan Inc Del Stock (KMI) 0.0 $61k 3.4k 18.10
Vanguard Long-term Bond Index Fund Etf (BLV) 0.0 $60k 582.00 103.09
Vertex Pharmaceuticals Stock (VRTX) 0.0 $60k 300.00 200.00
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $59k 556.00 106.12
Conocophillips Stock (COP) 0.0 $59k 975.00 60.51
Ishares Msci All Country Asia Ex Japan Index Fund Etf (AAXJ) 0.0 $59k 623.00 94.70
Atlantica Sustainable Infr Stock (AY) 0.0 $56k 1.5k 37.33
Inari Med Stock (NARI) 0.0 $53k 568.00 93.31
Csx Corp Stock (CSX) 0.0 $52k 1.6k 31.92
Dow Stock (DOW) 0.0 $51k 815.00 62.58
Dover Corp Stock (DOV) 0.0 $50k 333.00 150.15
Dollar Tree Stock (DLTR) 0.0 $50k 500.00 100.00
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $49k 100.00 490.00
Pan Amern Silver Corp Stock (PAAS) 0.0 $49k 1.7k 28.82
Arrow Finl Corp Stock (AROW) 0.0 $48k 1.3k 35.96
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $47k 870.00 54.02
Hewlett Packard Enterprise Stock (HPE) 0.0 $47k 3.2k 14.69
Applied Matls Stock (AMAT) 0.0 $46k 326.00 141.10
Phillips 66 Stock (PSX) 0.0 $46k 535.00 85.98
Caterpillar Stock (CAT) 0.0 $46k 212.00 216.98
Blackstone Group Stock (BX) 0.0 $46k 471.00 97.66
General Mtrs Stock (GM) 0.0 $45k 758.00 59.37
Philip Morris Intl Stock (PM) 0.0 $45k 451.00 99.78
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $45k 115.00 391.30
Msci Stock (MSCI) 0.0 $43k 80.00 537.50
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $43k 566.00 75.97
Loews Corp Stock (L) 0.0 $42k 763.00 55.05
Principal Financial Group Stock (PFG) 0.0 $42k 659.00 63.73
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $41k 401.00 102.24
Yum China Hldgs Stock (YUMC) 0.0 $40k 600.00 66.67
Vaneck Vectors Short Muni Etf Etf (SMB) 0.0 $40k 2.2k 18.05
New York Times Co Cl A Stock (NYT) 0.0 $37k 849.00 43.58
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $37k 252.00 146.83
Hecla Mng Stock (HL) 0.0 $37k 5.0k 7.40
Ball Corp Stock (BALL) 0.0 $36k 440.00 81.82
Asml Holding N V N Y Registry Adr (ASML) 0.0 $36k 52.00 692.31
Koninklijke Philips N V Ny Regis Adr (PHG) 0.0 $36k 720.00 50.00
Fastenal Stock (FAST) 0.0 $36k 696.00 51.72
Organon & Co Stock (OGN) 0.0 $36k 1.2k 29.90
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $35k 198.00 176.77
Blackrock Stock (BLK) 0.0 $35k 40.00 875.00
Middleby Corp Stock (MIDD) 0.0 $35k 200.00 175.00
Parker-hannifin Corp Stock (PH) 0.0 $33k 109.00 302.75
Ormat Technologies Stock (ORA) 0.0 $33k 476.00 69.33
Ltc Pptys Reit (LTC) 0.0 $32k 835.00 38.32
Xylem Stock (XYL) 0.0 $31k 256.00 121.09
Tesla Stock (TSLA) 0.0 $31k 45.00 688.89
Cintas Corp Stock (CTAS) 0.0 $31k 80.00 387.50
Lululemon Athletica Stock (LULU) 0.0 $31k 86.00 360.47
Grainger W W Stock (GWW) 0.0 $31k 70.00 442.86
Global X Social Media Index Fund Etf (SOCL) 0.0 $31k 422.00 73.46
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $30k 127.00 236.22
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $30k 75.00 400.00
Ingredion Stock (INGR) 0.0 $29k 320.00 90.62
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.0 $29k 320.00 90.62
Palo Alto Networks Stock (PANW) 0.0 $29k 79.00 367.09
Qualcomm Stock (QCOM) 0.0 $29k 203.00 142.86
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $28k 348.00 80.46
Beyond Meat Stock (BYND) 0.0 $28k 180.00 155.56
Horace Mann Educators Corp Stock (HMN) 0.0 $28k 760.00 36.84
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $28k 225.00 124.44
Metlife Stock (MET) 0.0 $27k 455.00 59.34
Coeur Mng Stock (CDE) 0.0 $27k 3.0k 9.00
United Therapeutics Corp Del Stock (UTHR) 0.0 $27k 150.00 180.00
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $27k 175.00 154.29
Hologic Stock (HOLX) 0.0 $25k 375.00 66.67
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $25k 400.00 62.50
Lockheed Martin Corp Stock (LMT) 0.0 $25k 67.00 373.13
Factset Resh Sys Stock (FDS) 0.0 $25k 75.00 333.33
Analog Devices Stock (ADI) 0.0 $24k 140.00 171.43
Tpi Composites Stock (TPIC) 0.0 $24k 499.00 48.10
Innovative Indl Pptys Reit (IIPR) 0.0 $24k 126.00 190.48
Activision Blizzard Stock 0.0 $24k 250.00 96.00
Amer States Wtr Stock (AWR) 0.0 $24k 300.00 80.00
Corteva Stock (CTVA) 0.0 $23k 520.00 44.23
Best Buy Stock (BBY) 0.0 $23k 200.00 115.00
Pioneer Nat Res Stock (PXD) 0.0 $23k 142.00 161.97
Plug Power Stock (PLUG) 0.0 $22k 650.00 33.85
Invesco S&p Smallcap Information Technology Portfolio Etf (PSCT) 0.0 $22k 150.00 146.67
Nortonlifelock Stock (GEN) 0.0 $22k 800.00 27.50
Bk Of America Corp Stock (BAC) 0.0 $21k 500.00 42.00
Qorvo Stock (QRVO) 0.0 $20k 100.00 200.00
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $20k 550.00 36.36
Community Bk Sys Stock (CBU) 0.0 $19k 246.00 77.24
Simon Ppty Group Reit (SPG) 0.0 $19k 146.00 130.14
Chubb Stock (CB) 0.0 $19k 120.00 158.33
Broadcom Stock (AVGO) 0.0 $18k 37.00 486.49
Global X Fintech Thematic Etf Etf (FINX) 0.0 $18k 375.00 48.00
Medicinova Stock (MNOV) 0.0 $18k 4.2k 4.32
Illumina Stock (ILMN) 0.0 $17k 35.00 485.71
Diageo Adr (DEO) 0.0 $17k 87.00 195.40
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Iqvia Hldgs Stock (IQV) 0.0 $17k 72.00 236.11
Natus Med Inc Del Stock 0.0 $16k 600.00 26.67
Union Bankshares Stock (UNB) 0.0 $16k 450.00 35.56
Eaton Corp Stock (ETN) 0.0 $16k 105.00 152.38
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $16k 51.00 313.73
State Str Corp Stock (STT) 0.0 $16k 200.00 80.00
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Southern Stock (SO) 0.0 $15k 250.00 60.00
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2u Stock (TWOU) 0.0 $14k 344.00 40.70
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Citigroup Stock (C) 0.0 $14k 200.00 70.00
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Intercept Pharmaceuticals Stock 0.0 $14k 710.00 19.72
Burcon Nutrascience Corp Stock (BRCNF) 0.0 $13k 4.6k 2.83
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $13k 108.00 120.37
Nexstar Media Group Inc Cl A Stock (NXST) 0.0 $13k 87.00 149.43
Vontier Corporation Stock (VNT) 0.0 $13k 385.00 33.77
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $12k 222.00 54.05
Masimo Corp Stock (MASI) 0.0 $12k 49.00 244.90
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $12k 125.00 96.00
Aon Plc Shs Cl A Stock (AON) 0.0 $12k 51.00 235.29
Viacomcbs Inc Cl B Stock (PARA) 0.0 $12k 257.00 46.69
Omnicom Group Stock (OMC) 0.0 $11k 136.00 80.88
Fidelity Natl Information Svcs Stock (FIS) 0.0 $11k 75.00 146.67
T-mobile Us Stock (TMUS) 0.0 $11k 75.00 146.67
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $11k 71.00 154.93
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.0 $11k 101.00 108.91
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $11k 39.00 282.05
Corning Stock (GLW) 0.0 $11k 275.00 40.00
Cdk Global Stock 0.0 $11k 217.00 50.69
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $10k 447.00 22.37
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.0 $10k 150.00 66.67
Ii-vi Stock 0.0 $10k 135.00 74.07
Vanguard S&p 500 Etf Etf (VOO) 0.0 $10k 26.00 384.62
Twilio Inc Cl A Stock (TWLO) 0.0 $10k 26.00 384.62
Nxp Semiconductors N V Stock (NXPI) 0.0 $10k 50.00 200.00
Opko Health Stock (OPK) 0.0 $10k 2.5k 4.00
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $10k 14.00 714.29
Republic Svcs Stock (RSG) 0.0 $10k 90.00 111.11
L3harris Technologies Stock (LHX) 0.0 $10k 45.00 222.22
Brookfield Renewable Partners Partnership Unit Stock (BEP) 0.0 $10k 257.00 38.91
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $10k 191.00 52.36
Core Laboratories N V Stock 0.0 $10k 262.00 38.17
Tegna Stock (TGNA) 0.0 $9.0k 475.00 18.95
Etho Climate Leadership U.s. Etf Etf 0.0 $9.0k 154.00 58.44
Chemours Stock (CC) 0.0 $9.0k 249.00 36.14
Papa Johns Intl Stock (PZZA) 0.0 $9.0k 85.00 105.88
Timken Stock (TKR) 0.0 $9.0k 115.00 78.26
Netflix Stock (NFLX) 0.0 $9.0k 17.00 529.41
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Textron Stock (TXT) 0.0 $9.0k 137.00 65.69
Viatris Stock (VTRS) 0.0 $9.0k 633.00 14.22
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $9.0k 702.00 12.82
Capital One Finl Corp Stock (COF) 0.0 $8.0k 53.00 150.94
Marsh & Mclennan Cos Stock (MMC) 0.0 $8.0k 60.00 133.33
Smart Global Hldgs Stock (SGH) 0.0 $8.0k 162.00 49.38
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $8.0k 298.00 26.85
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $8.0k 350.00 22.86
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $7.0k 89.00 78.65
Hasbro Stock (HAS) 0.0 $7.0k 74.00 94.59
BP Adr (BP) 0.0 $7.0k 250.00 28.00
Cameco Corp Stock (CCJ) 0.0 $7.0k 350.00 20.00
Las Vegas Sands Corp Stock (LVS) 0.0 $7.0k 125.00 56.00
Mueller Wtr Prods Inc Com Ser A Stock (MWA) 0.0 $7.0k 500.00 14.00
Toronto Dominion Bk Ont Stock (TD) 0.0 $7.0k 100.00 70.00
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $7.0k 32.00 218.75
Vaneck Vectors Biotech Etf Etf (BBH) 0.0 $7.0k 35.00 200.00
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.0 $7.0k 324.00 21.60
Kraft Heinz Stock (KHC) 0.0 $6.0k 144.00 41.67
Renewable Energy Group Stock 0.0 $6.0k 98.00 61.22
Royal Caribbean Group Stock (RCL) 0.0 $6.0k 75.00 80.00
Discovery Inc Com Ser A Stock 0.0 $6.0k 200.00 30.00
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Cocrystal Pharma Stock 0.0 $6.0k 5.0k 1.20
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Boeing Stock (BA) 0.0 $6.0k 26.00 230.77
Elanco Animal Health Stock (ELAN) 0.0 $6.0k 172.00 34.88
Viavi Solutions Stock (VIAV) 0.0 $6.0k 325.00 18.46
Amyris Stock (AMRSQ) 0.0 $5.0k 300.00 16.67
Altria Group Stock (MO) 0.0 $5.0k 101.00 49.51
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Criteo S A Spons Ads Adr (CRTO) 0.0 $5.0k 100.00 50.00
Alibaba Group Hldg Adr (BABA) 0.0 $5.0k 20.00 250.00
Snowflake Inc Cl A Stock (SNOW) 0.0 $5.0k 20.00 250.00
Ametek Stock (AME) 0.0 $5.0k 34.00 147.06
Lumen Technologies Stock (LUMN) 0.0 $5.0k 350.00 14.29
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Moodys Corp Stock (MCO) 0.0 $4.0k 10.00 400.00
Cyrusone Reit 0.0 $4.0k 50.00 80.00
Madison Square Grdn Sprt Corp Cl A Stock (MSGS) 0.0 $4.0k 25.00 160.00
Workday Inc Cl A Stock (WDAY) 0.0 $4.0k 18.00 222.22
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 0.0 $4.0k 170.00 23.53
Aramark Stock (ARMK) 0.0 $4.0k 120.00 33.33
Brown Forman Corp Cl A Stock (BF.A) 0.0 $3.0k 45.00 66.67
Clorox Co Del Stock (CLX) 0.0 $3.0k 18.00 166.67
Southwest Airls Stock (LUV) 0.0 $3.0k 50.00 60.00
WD 40 Stock (WDFC) 0.0 $3.0k 12.00 250.00
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.0 $3.0k 50.00 60.00
First Trust Water Etf Etf (FIW) 0.0 $3.0k 40.00 75.00
Workhorse Group Stock (WKHS) 0.0 $3.0k 200.00 15.00
Snap On Stock (SNA) 0.0 $3.0k 13.00 230.77
Telephone & Data Sys Stock (TDS) 0.0 $2.0k 75.00 26.67
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $2.0k 30.00 66.67
Cummins Stock (CMI) 0.0 $2.0k 10.00 200.00
Brown Forman Corp Cl B Stock (BF.B) 0.0 $2.0k 25.00 80.00
Granite Constr Stock (GVA) 0.0 $2.0k 50.00 40.00
Mgm Resorts International Stock (MGM) 0.0 $2.0k 50.00 40.00
Amc Networks Inc Cl A Stock (AMCX) 0.0 $2.0k 25.00 80.00
Ionis Pharmaceuticals Stock (IONS) 0.0 $2.0k 50.00 40.00
Square Inc Cl A Stock (SQ) 0.0 $2.0k 8.00 250.00
Booking Holdings Stock (BKNG) 0.0 $2.0k 1.00 2000.00
Invesco Global Clean Energy Etf Etf (PBD) 0.0 $2.0k 50.00 40.00
Uber Technologies Stock (UBER) 0.0 $2.0k 40.00 50.00
Insmed Inc Com Par $.01 Stock (INSM) 0.0 $2.0k 59.00 33.90
Badger Meter Stock (BMI) 0.0 $2.0k 23.00 86.96
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Aea-bridges Impact Corp Unit Stock 0.0 $1.0k 100.00 10.00
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Delta Air Lines Inc Del Stock (DAL) 0.0 $0 0 0.00
Cheniere Energy Stock (LNG) 0.0 $0 0 0.00
Sandy Spring Bancorp Stock (SASR) 0.0 $0 0 0.00
Golar Lng Stock (GLNG) 0.0 $0 0 0.00
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Boulder Growth & Income Cef (STEW) 0.0 $0 0 0.00
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Aerie Pharmaceuticals Stock 0.0 $0 0 0.00
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Mustang Bio Stock 0.0 $0 7.00 0.00
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