Clean Yield Group

Clean Yield Group as of Dec. 31, 2022

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 481 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.7 $11M 85k 129.93
Unilever Adr (UL) 3.8 $9.1M 180k 50.35
Takeda Pharmaceutical Adr (TAK) 3.5 $8.3M 531k 15.60
GSK Adr (GSK) 2.8 $6.6M 188k 35.14
Physicians Rlty Tr Reit 2.8 $6.5M 449k 14.47
Sjw Group Stock (SJW) 2.7 $6.4M 79k 81.19
Sprouts Fmrs Mkt Stock (SFM) 2.7 $6.3M 195k 32.37
Telus Corporation Stock (TU) 2.4 $5.8M 299k 19.31
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.3 $5.4M 188k 28.98
Healthpeak Properties Reit (DOC) 2.2 $5.2M 209k 25.07
Vodafone Group Adr (VOD) 2.1 $5.0M 495k 10.12
Smith & Nephew Plc Spdn Adr (SNN) 2.1 $5.0M 186k 26.89
Organon & Co Stock (OGN) 2.1 $5.0M 178k 27.93
Johnson & Johnson Stock (JNJ) 1.9 $4.5M 26k 176.65
General Mls Stock (GIS) 1.9 $4.4M 53k 83.85
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.9 $4.4M 254k 17.24
Automatic Data Processing Stock (ADP) 1.6 $3.9M 16k 238.86
Stag Indl Reit (STAG) 1.5 $3.6M 110k 32.31
Hingham Instn Svgs Mass Stock (HIFS) 1.5 $3.5M 13k 275.96
Cisco Sys Stock (CSCO) 1.4 $3.3M 70k 47.64
International Business Machs Stock (IBM) 1.4 $3.3M 23k 140.89
Microsoft Corp Stock (MSFT) 1.4 $3.2M 13k 239.82
Colgate Palmolive Stock (CL) 1.4 $3.2M 41k 78.79
Procter And Gamble Stock (PG) 1.4 $3.2M 21k 151.56
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.3 $3.0M 37k 82.89
Camden Natl Corp Stock (CAC) 1.2 $2.9M 69k 41.69
Novo-nordisk A S Adr (NVO) 1.2 $2.9M 21k 135.34
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $2.8M 7.4k 382.43
First Solar Stock (FSLR) 1.2 $2.8M 19k 149.79
Amgen Stock (AMGN) 1.2 $2.8M 11k 262.64
Check Point Software Tech Ltd Ord Stock (CHKP) 1.2 $2.7M 22k 126.16
Quest Diagnostics Stock (DGX) 1.0 $2.4M 15k 156.44
Cousins Pptys Reit (CUZ) 1.0 $2.3M 91k 25.29
Becton Dickinson & Co Stock (BDX) 0.9 $2.2M 8.5k 254.30
Wiley John & Sons Inc Cl A Stock (WLY) 0.9 $2.1M 52k 40.06
Pepsico Stock (PEP) 0.9 $2.0M 11k 180.66
Illinois Tool Wks Stock (ITW) 0.8 $1.9M 8.6k 220.30
American Wtr Wks Stock (AWK) 0.8 $1.8M 12k 152.42
Thermo Fisher Scientific Stock (TMO) 0.8 $1.8M 3.3k 550.71
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX) 0.8 $1.8M 1.8M 1.00
Expeditors Intl Wash Stock (EXPD) 0.8 $1.8M 17k 103.92
Amalgamated Financial Corp Stock (AMAL) 0.8 $1.8M 77k 23.04
Intuit Stock (INTU) 0.7 $1.6M 4.2k 389.22
Utah Med Prods Stock (UTMD) 0.7 $1.6M 16k 100.53
Vaneck Green Bond Etf Etf (GRNB) 0.6 $1.5M 66k 22.99
Ameresco Inc Cl A Stock (AMRC) 0.6 $1.5M 26k 57.14
Lilly Eli & Co Stock (LLY) 0.6 $1.4M 4.0k 365.84
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $1.4M 4.6k 308.90
Home Depot Stock (HD) 0.6 $1.4M 4.3k 315.86
Hain Celestial Group Stock (HAIN) 0.6 $1.4M 84k 16.18
Stryker Corporation Stock (SYK) 0.6 $1.4M 5.5k 244.49
Merck & Co Stock (MRK) 0.6 $1.3M 12k 110.95
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.5 $1.3M 26k 48.24
Healthcare Rlty Tr Cl A Reit (HR) 0.5 $1.2M 62k 19.27
Us Bancorp Del Stock (USB) 0.5 $1.1M 26k 43.61
Unitedhealth Group Stock (UNH) 0.5 $1.1M 2.1k 530.18
Alphabet Class A Stock (GOOGL) 0.4 $1.0M 12k 88.23
Smucker J M Stock (SJM) 0.4 $1.0M 6.5k 158.46
Nokia Corp Adr (NOK) 0.4 $954k 206k 4.64
Mid-amer Apt Cmntys Reit (MAA) 0.4 $945k 6.0k 156.99
Schwab Charles Corp Stock (SCHW) 0.4 $943k 11k 83.26
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.4 $936k 9.4k 99.56
Umpqua Hldgs Corp Stock 0.4 $900k 50k 17.85
Invesco Qqq Trust Etf (QQQ) 0.4 $857k 3.2k 266.28
Abbvie Stock (ABBV) 0.4 $829k 5.1k 161.61
California Wtr Svc Group Stock (CWT) 0.3 $812k 13k 60.64
Abbott Labs Stock (ABT) 0.3 $770k 7.0k 109.79
Pfizer Stock (PFE) 0.3 $750k 15k 51.24
Nextera Energy Stock (NEE) 0.3 $737k 8.8k 83.60
Kadant Stock (KAI) 0.3 $735k 4.1k 177.63
Trimble Stock (TRMB) 0.3 $734k 15k 50.56
Essential Utils Stock (WTRG) 0.3 $714k 15k 47.73
Texas Instrs Stock (TXN) 0.3 $681k 4.1k 165.22
Helios Technologies Stock (HLIO) 0.3 $674k 12k 54.44
Agilent Technologies Stock (A) 0.3 $663k 4.4k 149.65
Middlesex Wtr Stock (MSEX) 0.3 $662k 8.4k 78.67
Tractor Supply Stock (TSCO) 0.3 $643k 2.9k 224.97
Prologis Reit (PLD) 0.2 $570k 5.1k 112.73
Verizon Communications Stock (VZ) 0.2 $554k 14k 39.40
Exxon Mobil Corp Stock (XOM) 0.2 $551k 5.0k 110.30
Hubbell Stock (HUBB) 0.2 $536k 2.3k 234.68
3M Stock (MMM) 0.2 $535k 4.5k 119.92
Aflac Stock (AFL) 0.2 $501k 7.0k 71.94
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $474k 5.3k 88.73
Oreilly Automotive Stock (ORLY) 0.2 $464k 550.00 844.03
American Express Stock (AXP) 0.2 $463k 3.1k 147.75
Paychex Stock (PAYX) 0.2 $449k 3.9k 115.56
Kilroy Rlty Corp Reit (KRC) 0.2 $429k 11k 38.67
Sysco Corp Stock (SYY) 0.2 $408k 5.3k 76.46
Disney Walt Stock (DIS) 0.2 $408k 4.7k 86.88
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.2 $404k 8.9k 45.52
Keysight Technologies Stock (KEYS) 0.2 $403k 2.4k 171.07
Coca Cola Stock (KO) 0.2 $402k 6.3k 63.61
Target Corp Stock (TGT) 0.2 $400k 2.7k 149.04
Astrazeneca Adr (AZN) 0.2 $400k 5.9k 67.80
Genuine Parts Stock (GPC) 0.2 $393k 2.3k 173.51
Mcdonalds Corp Stock (MCD) 0.2 $373k 1.4k 263.53
Air Prods & Chems Stock (APD) 0.2 $356k 1.2k 308.26
Cigna Corp Stock (CI) 0.1 $352k 1.1k 331.34
Lowes Cos Stock (LOW) 0.1 $322k 1.6k 199.24
Bristol-myers Squibb Stock (BMY) 0.1 $317k 4.4k 71.95
Jpmorgan Chase & Co Stock (JPM) 0.1 $317k 2.4k 134.10
Mettler Toledo International Stock (MTD) 0.1 $311k 215.00 1445.45
Intel Corp Stock (INTC) 0.1 $305k 12k 26.43
Cvs Health Corp Stock (CVS) 0.1 $294k 3.2k 93.19
Costco Whsl Corp Stock (COST) 0.1 $293k 641.00 456.51
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $273k 12k 22.72
Hershey Stock (HSY) 0.1 $270k 1.2k 231.57
Walgreens Boots Alliance Stock (WBA) 0.1 $262k 7.0k 37.36
Elme Communities Sh Ben Int Reit (ELME) 0.1 $261k 15k 17.80
Nvidia Corporation Stock (NVDA) 0.1 $260k 1.8k 146.14
Union Pac Corp Stock (UNP) 0.1 $260k 1.3k 207.07
General Electric Stock (GE) 0.1 $248k 3.0k 83.79
Walmart Stock (WMT) 0.1 $248k 1.8k 141.79
Mastercard Incorporated Cl A Stock (MA) 0.1 $245k 703.00 347.73
Comcast Corp New Cl A Stock (CMCSA) 0.1 $244k 7.0k 34.97
Renaissancere Hldgs Stock (RNR) 0.1 $243k 1.3k 184.23
Agnico Eagle Mines Stock (AEM) 0.1 $239k 4.6k 51.99
Nike Inc Cl B Stock (NKE) 0.1 $238k 2.0k 117.01
Church & Dwight Stock (CHD) 0.1 $236k 2.9k 80.61
Danaher Corporation Stock (DHR) 0.1 $236k 888.00 265.42
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $233k 1.6k 146.23
Waters Corp Stock (WAT) 0.1 $230k 670.00 342.58
Vanguard Value Etf Etf (VTV) 0.1 $229k 1.6k 140.37
At&t Stock (T) 0.1 $227k 12k 18.41
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $218k 1.8k 124.44
Laboratory Corp Amer Hldgs Stock 0.1 $217k 923.00 235.48
Ishares Silver Trust Etf (SLV) 0.1 $216k 9.8k 22.02
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $201k 938.00 214.24
Wabtec Stock (WAB) 0.1 $197k 2.0k 99.81
United Parcel Service Inc Cl B Stock (UPS) 0.1 $197k 1.1k 173.84
Waste Mgmt Inc Del Stock (WM) 0.1 $190k 1.2k 156.88
Acuity Brands Stock (AYI) 0.1 $186k 1.1k 165.61
Vanguard Growth Etf Etf (VUG) 0.1 $185k 869.00 213.11
Vanguard Mid-cap Etf Etf (VO) 0.1 $185k 908.00 203.81
Sanofi Adr (SNY) 0.1 $176k 3.6k 48.43
Chevron Corp Stock (CVX) 0.1 $171k 953.00 179.49
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $170k 1.6k 108.18
Travelers Companies Stock (TRV) 0.1 $169k 900.00 187.49
Amazon Stock (AMZN) 0.1 $168k 2.0k 84.00
Spdr Gold Shares Etf (GLD) 0.1 $166k 976.00 169.64
Raytheon Technologies Corp Stock (RTX) 0.1 $165k 1.6k 100.92
Lakeland Finl Corp Stock (LKFN) 0.1 $164k 2.3k 72.97
Ansys Stock (ANSS) 0.1 $160k 662.00 241.59
Oracle Corp Stock (ORCL) 0.1 $160k 2.0k 81.74
Wec Energy Group Stock (WEC) 0.1 $157k 1.7k 93.76
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $152k 4.9k 31.00
Iron Mtn Inc Del Reit (IRM) 0.1 $150k 3.0k 49.85
Microchip Technology Stock (MCHP) 0.1 $149k 2.1k 70.25
Mckesson Corp Stock (MCK) 0.1 $149k 397.00 375.12
Norfolk Southn Corp Stock (NSC) 0.1 $140k 566.00 246.42
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $139k 1.8k 75.28
Kimberly-clark Corp Stock (KMB) 0.1 $139k 1.0k 135.75
Idacorp Stock (IDA) 0.1 $137k 1.3k 107.85
Newmont Corp Stock (NEM) 0.1 $132k 2.8k 47.20
Alcon Ag Ord Stock (ALC) 0.1 $131k 1.9k 68.55
Emerson Elec Stock (EMR) 0.1 $130k 1.3k 96.06
Fedex Corp Stock (FDX) 0.1 $129k 745.00 173.20
Vaneck Gold Miners Etf Etf (GDX) 0.1 $128k 4.5k 28.66
Wells Fargo Stock (WFC) 0.1 $128k 3.1k 41.29
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.1 $125k 11k 11.37
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $123k 1.6k 75.19
Neogen Corp Stock (NEOG) 0.1 $123k 8.1k 15.23
Haleon Plc Spon Ads Adr (HLN) 0.1 $121k 15k 8.00
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $120k 2.4k 49.00
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $115k 1.2k 95.78
Sherwin Williams Stock (SHW) 0.0 $115k 483.00 237.33
Fifth Third Bancorp Stock (FITB) 0.0 $113k 3.5k 32.81
Alexandria Real Estate Eq Reit (ARE) 0.0 $111k 765.00 145.67
Global X Silver Miners Etf Etf (SIL) 0.0 $111k 3.9k 28.17
Eastman Chem Stock (EMN) 0.0 $109k 1.3k 81.44
Carmax Stock (KMX) 0.0 $108k 1.8k 60.89
Paypal Hldgs Stock (PYPL) 0.0 $107k 1.5k 71.22
Ishares Russell 2000 Etf Etf (IWM) 0.0 $105k 600.00 174.36
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $103k 923.00 111.88
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $103k 691.00 148.89
Tennant Stock (TNC) 0.0 $103k 1.7k 61.56
Vital Farms Stock (VITL) 0.0 $101k 6.8k 14.92
Wolfspeed Stock (WOLF) 0.0 $98k 1.4k 69.04
Dentsply Sirona Stock (XRAY) 0.0 $96k 3.0k 31.84
Carrier Global Corporation Stock (CARR) 0.0 $93k 2.3k 41.25
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $93k 6.7k 13.91
Avery Dennison Corp Stock (AVY) 0.0 $91k 504.00 181.00
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $88k 965.00 91.47
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $88k 1.8k 48.96
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $88k 6.4k 13.61
Yum Brands Stock (YUM) 0.0 $87k 680.00 128.08
Vertex Pharmaceuticals Stock (VRTX) 0.0 $87k 300.00 288.78
HP Stock (HPQ) 0.0 $86k 3.2k 26.87
Dover Corp Stock (DOV) 0.0 $86k 633.00 135.41
Gallagher Arthur J & Co Stock (AJG) 0.0 $85k 451.00 188.54
International Flavors&fragranc Stock (IFF) 0.0 $85k 810.00 104.84
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $85k 1.2k 70.50
United Therapeutics Corp Del Stock (UTHR) 0.0 $83k 300.00 278.09
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $81k 8.0k 10.10
Atlantica Sustainable Infr Stock 0.0 $80k 3.1k 25.90
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $76k 800.00 94.64
Visa Inc Com Cl A Stock (V) 0.0 $75k 362.00 207.76
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $75k 616.00 121.89
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $75k 2.1k 35.65
Kyndryl Hldgs Stock (KD) 0.0 $75k 6.7k 11.12
Vanguard Health Care Etf Etf (VHT) 0.0 $74k 300.00 248.05
Ppg Inds Stock (PPG) 0.0 $74k 585.00 125.74
Starbucks Corp Stock (SBUX) 0.0 $70k 710.00 99.20
Masco Corp Stock (MAS) 0.0 $70k 1.5k 46.67
Constellation Brands Inc Cl A Stock (STZ) 0.0 $70k 300.00 231.75
Bar Hbr Bankshares Stock (BHB) 0.0 $67k 2.1k 32.04
Worthington Inds Stock (WOR) 0.0 $67k 1.4k 49.71
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $66k 1.2k 55.98
Roper Technologies Stock (ROP) 0.0 $66k 153.00 432.09
Zimmer Biomet Holdings Stock (ZBH) 0.0 $65k 507.00 127.50
Pnc Finl Svcs Group Stock (PNC) 0.0 $64k 408.00 157.94
Medtronic Stock (MDT) 0.0 $64k 825.00 77.72
Fortive Corp Stock (FTV) 0.0 $62k 963.00 64.25
Salesforce Stock (CRM) 0.0 $61k 461.00 132.59
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.0 $60k 7.0k 8.61
Factset Resh Sys Stock (FDS) 0.0 $60k 150.00 401.21
Canadian Natl Ry Stock (CNI) 0.0 $59k 500.00 118.88
Caterpillar Stock (CAT) 0.0 $59k 245.00 239.56
Marathon Pete Corp Stock (MPC) 0.0 $59k 503.00 116.39
Highwoods Pptys Reit (HIW) 0.0 $57k 2.0k 27.98
Dollar Tree Stock (DLTR) 0.0 $57k 400.00 141.44
Dupont De Nemours Stock (DD) 0.0 $56k 815.00 68.63
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $56k 1.8k 31.46
Principal Financial Group Stock (PFG) 0.0 $55k 659.00 83.92
Ishares National Muni Bond Etf Etf (MUB) 0.0 $55k 520.00 105.45
Applied Matls Stock (AMAT) 0.0 $54k 552.00 97.38
S&p Global Stock (SPGI) 0.0 $54k 160.00 334.94
Ishares Tips Bond Etf Etf (TIP) 0.0 $53k 500.00 106.44
Qualcomm Stock (QCOM) 0.0 $53k 480.00 109.94
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $52k 556.00 93.35
Ameriprise Finl Stock (AMP) 0.0 $52k 166.00 311.37
Hewlett Packard Enterprise Stock (HPE) 0.0 $51k 3.2k 15.96
Ebay Stock (EBAY) 0.0 $51k 1.2k 41.47
Ishares Agency Bond Etf Etf (AGZ) 0.0 $49k 457.00 106.34
Arrow Finl Corp Stock (AROW) 0.0 $48k 1.4k 33.90
Grainger W W Stock (GWW) 0.0 $47k 85.00 556.25
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $46k 254.00 179.76
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $44k 100.00 442.79
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $43k 566.00 75.54
Xylem Stock (XYL) 0.0 $41k 372.00 110.57
Dow Stock (DOW) 0.0 $41k 815.00 50.39
Asml Holding N V N Y Registry Adr (ASML) 0.0 $41k 75.00 546.40
Celanese Corp Del Stock (CE) 0.0 $41k 400.00 102.24
Conocophillips Stock (COP) 0.0 $41k 345.00 118.00
Alamos Gold Inc New Com Cl A Stock (AGI) 0.0 $40k 4.0k 10.11
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $39k 406.00 96.99
Price T Rowe Group Stock (TROW) 0.0 $38k 351.00 109.06
Bank New York Mellon Corp Stock (BK) 0.0 $38k 833.00 45.52
Vaneck Short Muni Etf Etf (SMB) 0.0 $37k 2.2k 16.88
WPP Adr (WPP) 0.0 $37k 754.00 49.16
Palo Alto Networks Stock (PANW) 0.0 $36k 261.00 139.54
Cme Group Stock (CME) 0.0 $36k 216.00 168.16
Cintas Corp Stock (CTAS) 0.0 $36k 80.00 451.62
Inari Med Stock (NARI) 0.0 $36k 568.00 63.56
Adobe Systems Incorporated Stock (ADBE) 0.0 $36k 107.00 336.53
Elevance Health Stock (ELV) 0.0 $35k 69.00 512.97
Csx Corp Stock (CSX) 0.0 $35k 1.1k 30.98
Blackstone Stock (BX) 0.0 $35k 471.00 74.19
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $34k 5.4k 6.42
Eaton Corp Stock (ETN) 0.0 $34k 216.00 156.95
Fastenal Stock (FAST) 0.0 $33k 696.00 47.32
Loews Corp Stock (L) 0.0 $33k 563.00 58.33
Yum China Hldgs Stock (YUMC) 0.0 $33k 600.00 54.65
Tjx Cos Stock (TJX) 0.0 $32k 397.00 79.60
Philip Morris Intl Stock (PM) 0.0 $31k 301.00 101.21
Corteva Stock (CTVA) 0.0 $30k 510.00 58.78
Parker-hannifin Corp Stock (PH) 0.0 $29k 100.00 291.00
Intuitive Surgical Stock (ISRG) 0.0 $29k 108.00 265.35
Horace Mann Educators Corp Stock (HMN) 0.0 $28k 760.00 37.37
Hologic Stock (HOLX) 0.0 $28k 375.00 74.81
Hecla Mng Stock (HL) 0.0 $28k 5.0k 5.56
United States Copper Index Fund Etf (CPER) 0.0 $28k 1.2k 23.09
Honeywell Intl Stock (HON) 0.0 $27k 125.00 214.30
Middleby Corp Stock (MIDD) 0.0 $27k 200.00 133.90
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $27k 400.00 66.65
Chubb Stock (CB) 0.0 $27k 120.00 220.60
Lockheed Martin Corp Stock (LMT) 0.0 $24k 50.00 486.50
Blackrock Stock 0.0 $24k 34.00 708.62
Vanguard Information Technology Etf Etf (VGT) 0.0 $24k 75.00 319.41
Iqvia Hldgs Stock (IQV) 0.0 $23k 114.00 204.89
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $23k 552.00 41.97
Analog Devices Stock (ADI) 0.0 $23k 140.00 164.03
Baxter Intl Stock (BAX) 0.0 $23k 450.00 50.97
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $23k 2.5k 9.13
Archer Daniels Midland Stock (ADM) 0.0 $23k 245.00 92.85
Uber Technologies Stock (UBER) 0.0 $22k 900.00 24.73
Truist Finl Corp Stock (TFC) 0.0 $21k 488.00 43.03
Broadcom Stock (AVGO) 0.0 $21k 37.00 559.14
Trane Technologies Stock (TT) 0.0 $20k 120.00 168.09
Deere & Co Stock (DE) 0.0 $20k 47.00 428.77
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $20k 2.1k 9.48
Twilio Inc Cl A Stock (TWLO) 0.0 $20k 400.00 48.96
Evoqua Water Technologies Corp Stock 0.0 $19k 476.00 39.60
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $18k 69.00 266.84
Marsh & Mclennan Cos Stock (MMC) 0.0 $18k 110.00 165.48
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $18k 150.00 119.84
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $18k 439.00 40.76
Southern Stock (SO) 0.0 $18k 250.00 71.41
Innovative Indl Pptys Reit (IIPR) 0.0 $17k 168.00 101.42
Tesla Stock (TSLA) 0.0 $17k 135.00 123.18
Etsy Stock (ETSY) 0.0 $17k 138.00 119.78
Best Buy Stock (BBY) 0.0 $16k 200.00 80.21
Embecta Corp Stock (EMBC) 0.0 $16k 633.00 25.29
Bank America Corp Stock (BAC) 0.0 $16k 474.00 33.12
Capital One Finl Corp Stock (COF) 0.0 $16k 168.00 92.96
Eastern Bankshares Stock (EBC) 0.0 $16k 900.00 17.25
State Str Corp Stock (STT) 0.0 $16k 200.00 77.57
Community Bk Sys Stock (CBU) 0.0 $16k 246.00 62.95
Aon Plc Shs Cl A Stock (AON) 0.0 $15k 51.00 300.14
Cronos Group Stock (CRON) 0.0 $15k 6.0k 2.54
Exelon Corp Stock (EXC) 0.0 $15k 348.00 43.23
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $14k 51.00 280.31
Vanguard Large-cap Etf Etf (VV) 0.0 $14k 82.00 174.20
Otis Worldwide Corp Stock (OTIS) 0.0 $14k 181.00 78.31
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $14k 252.00 55.56
Metlife Stock (MET) 0.0 $14k 193.00 72.37
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $14k 276.00 50.16
Lpl Finl Hldgs Stock (LPLA) 0.0 $14k 63.00 216.17
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $14k 155.00 87.46
New York Times Co Cl A Stock (NYT) 0.0 $13k 414.00 32.46
Eversource Energy Stock (ES) 0.0 $13k 155.00 83.84
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $13k 375.00 34.20
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $13k 240.00 52.57
Occidental Pete Corp Stock (OXY) 0.0 $13k 200.00 62.99
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $12k 147.00 83.60
Meta Platforms Inc Cl A Stock (META) 0.0 $12k 101.00 120.34
Hunt J B Trans Svcs Stock (JBHT) 0.0 $12k 67.00 174.36
Republic Svcs Stock (RSG) 0.0 $12k 90.00 128.99
Lululemon Athletica Stock (LULU) 0.0 $12k 36.00 320.39
Beyond Meat Stock (BYND) 0.0 $11k 930.00 12.31
Advanced Micro Devices Stock (AMD) 0.0 $11k 175.00 64.77
Omnicom Group Stock (OMC) 0.0 $11k 136.00 81.57
Doordash Inc Cl A Stock (DASH) 0.0 $11k 225.00 48.82
Union Bankshares Stock (UNB) 0.0 $11k 450.00 23.41
Shopify Inc Cl A Stock (SHOP) 0.0 $10k 300.00 34.71
Livewire Group Stock (LVWR) 0.0 $10k 2.1k 4.85
Oneok Stock (OKE) 0.0 $10k 155.00 65.70
Autodesk Stock (ADSK) 0.0 $10k 54.00 186.87
Constellation Energy Corp Stock (CEG) 0.0 $10k 116.00 86.21
Tilray Brands Inc Com Cl 2 Stock (TLRY) 0.0 $10k 3.7k 2.69
Ormat Technologies Stock (ORA) 0.0 $9.9k 115.00 86.48
Corning Stock (GLW) 0.0 $9.6k 300.00 31.94
Aramark Stock (ARMK) 0.0 $9.2k 222.00 41.33
BP Adr (BP) 0.0 $8.7k 250.00 34.93
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $8.7k 702.00 12.39
Spotify Technology S A Stock (SPOT) 0.0 $8.7k 110.00 78.95
Alaska Air Group Stock (ALK) 0.0 $8.6k 200.00 42.94
Diageo Adr (DEO) 0.0 $8.6k 48.00 178.19
Plug Power Stock (PLUG) 0.0 $8.4k 683.00 12.37
Dominion Energy Stock (D) 0.0 $8.4k 137.00 61.32
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $8.2k 96.00 85.50
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $8.0k 204.00 38.98
Viatris Stock (VTRS) 0.0 $7.8k 702.00 11.13
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $7.8k 115.00 67.74
Chemours Stock (CC) 0.0 $7.6k 249.00 30.62
Canopy Growth Corp Stock 0.0 $7.6k 3.3k 2.31
Progressive Corp Stock (PGR) 0.0 $7.5k 58.00 129.71
Vontier Corporation Stock (VNT) 0.0 $7.4k 385.00 19.33
Vanguard Small-cap Etf Etf (VB) 0.0 $7.3k 40.00 183.55
Nxp Semiconductors N V Stock (NXPI) 0.0 $7.3k 46.00 158.02
Masimo Corp Stock (MASI) 0.0 $7.3k 49.00 147.96
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.0 $6.7k 130.00 51.44
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $6.2k 32.00 193.75
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.0 $6.1k 74.00 83.03
Robert Half Intl Stock (RHI) 0.0 $5.9k 80.00 73.83
Regeneron Pharmaceuticals Stock (REGN) 0.0 $5.8k 8.00 721.50
Phillips 66 Stock (PSX) 0.0 $5.7k 55.00 104.07
Mfs Spl Value Tr Sh Ben Int Cef 0.0 $5.5k 1.3k 4.18
Advance Auto Parts Stock (AAP) 0.0 $5.1k 35.00 147.03
Amn Healthcare Svcs Stock (AMN) 0.0 $5.1k 50.00 102.82
Boeing Stock (BA) 0.0 $5.0k 26.00 190.50
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $5.0k 47.00 105.34
Ally Finl Stock (ALLY) 0.0 $4.9k 200.00 24.45
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $4.8k 323.00 14.87
Ametek Stock (AME) 0.0 $4.8k 34.00 139.71
Equity Lifestyle Pptys Reit (ELS) 0.0 $4.7k 72.00 64.60
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $4.6k 12.00 384.25
Hasbro Stock (HAS) 0.0 $4.5k 74.00 61.01
Synchrony Financial Stock (SYF) 0.0 $4.4k 134.00 32.86
Block Inc Cl A Stock (SQ) 0.0 $4.4k 70.00 62.84
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $4.3k 58.00 74.48
First Indl Rlty Tr Reit (FR) 0.0 $4.2k 88.00 48.26
American Homes 4 Rent Cl A Reit (AMH) 0.0 $4.2k 139.00 30.14
Welltower Reit (WELL) 0.0 $4.1k 63.00 65.56
Aptiv Stock (APTV) 0.0 $4.0k 43.00 93.14
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $3.9k 69.00 56.48
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $3.9k 410.00 9.44
Toronto Dominion Bk Ont Stock (TD) 0.0 $3.6k 55.00 64.76
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.5k 100.00 35.40
Alliant Energy Corp Stock (LNT) 0.0 $3.4k 62.00 55.21
Atlassian Corporation Cl A Stock (TEAM) 0.0 $3.2k 25.00 128.68
Workday Inc Cl A Stock (WDAY) 0.0 $3.0k 18.00 167.33
Brown Forman Corp Cl A Stock (BF.A) 0.0 $3.0k 45.00 65.76
Granite Constr Stock (GVA) 0.0 $2.9k 82.00 35.07
Snowflake Inc Cl A Stock (SNOW) 0.0 $2.9k 20.00 143.55
Moodys Corp Stock (MCO) 0.0 $2.8k 10.00 278.60
Crown Castle Reit (CCI) 0.0 $2.7k 20.00 135.65
Criteo S A Spons Ads Adr (CRTO) 0.0 $2.6k 100.00 26.06
Kimco Rlty Corp Reit (KIM) 0.0 $2.6k 121.00 21.18
Webster Finl Corp Stock (WBS) 0.0 $2.3k 48.00 47.33
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $2.3k 24.00 94.42
Solaredge Technologies Stock (SEDG) 0.0 $2.3k 8.00 283.25
Te Connectivity Stock 0.0 $2.2k 19.00 114.79
Gen Digital Stock (GEN) 0.0 $2.1k 100.00 21.43
Host Hotels & Resorts Reit (HST) 0.0 $2.1k 131.00 16.05
Netflix Stock (NFLX) 0.0 $2.1k 7.00 294.86
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $2.0k 110.00 18.43
Booking Holdings Stock (BKNG) 0.0 $2.0k 1.00 2015.00
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $1.9k 52.00 36.92
Hanover Ins Group Stock (THG) 0.0 $1.8k 13.00 135.15
Gilead Sciences Stock (GILD) 0.0 $1.7k 20.00 85.85
Southwest Airls Stock (LUV) 0.0 $1.7k 50.00 33.68
Brown Forman Corp Cl B Stock (BF.B) 0.0 $1.6k 25.00 65.68
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $1.4k 40.00 35.40
Marketaxess Hldgs Stock (MKTX) 0.0 $1.4k 5.00 278.80
Sonoco Prods Stock (SON) 0.0 $1.3k 22.00 60.73
Burlington Stores Stock (BURL) 0.0 $1.2k 6.00 202.83
Omnicell Stock (OMCL) 0.0 $1.2k 24.00 50.42
Ingevity Corp Stock (NGVT) 0.0 $1.2k 17.00 70.41
Insmed Inc Com Par $.01 Stock (INSM) 0.0 $1.2k 59.00 19.98
Msa Safety Stock (MSA) 0.0 $1.2k 8.00 144.25
Ipg Photonics Corp Stock (IPGP) 0.0 $1.1k 12.00 94.67
Syneos Health Inc Cl A Stock 0.0 $1.1k 30.00 36.67
Stifel Finl Corp Stock (SF) 0.0 $1.1k 18.00 58.39
Cyberark Software Stock (CYBR) 0.0 $1.0k 8.00 129.62
Meritage Homes Corp Stock (MTH) 0.0 $1.0k 11.00 92.18
Bright Horizons Fam Sol In Del Stock (BFAM) 0.0 $1.0k 16.00 63.12
Paylocity Hldg Corp Stock (PCTY) 0.0 $971.000000 5.00 194.20
Penumbra Stock (PEN) 0.0 $890.000000 4.00 222.50
Cocrystal Pharma Stock (COCP) 0.0 $815.016400 418.00 1.95
Sensient Technologies Corp Stock (SXT) 0.0 $802.000100 11.00 72.91
Growgeneration Corp Stock (GRWG) 0.0 $784.000000 200.00 3.92
Sandy Spring Bancorp Stock (SASR) 0.0 $775.000600 22.00 35.23
Azenta Stock (AZTA) 0.0 $699.000000 12.00 58.25
Tpi Composites Stock (TPIC) 0.0 $607.998000 60.00 10.13
General Mtrs Stock (GM) 0.0 $606.000600 18.00 33.67
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $553.995000 450.00 1.23
Live Oak Bancshares Stock (LOB) 0.0 $483.000000 16.00 30.19
West Pharmaceutical Svsc Stock (WST) 0.0 $471.000000 2.00 235.50
The Valens Company Stock 0.0 $440.026200 666.00 0.66
Freshpet Stock (FRPT) 0.0 $316.999800 6.00 52.83
Workhorse Group Stock 0.0 $304.000000 200.00 1.52
Symbotic Inc Class A Stock (SYM) 0.0 $239.000000 20.00 11.95
Stitch Fix Inc Com Cl A Stock (SFIX) 0.0 $134.000900 43.00 3.12
Nanostring Technologies Stock (NSTGQ) 0.0 $80.000000 10.00 8.00
One Gas Stock (OGS) 0.0 $76.000000 1.00 76.00
Zimvie Stock (ZIMV) 0.0 $75.000000 8.00 9.38
Cyclerion Therapeutics Stock 0.0 $75.003000 115.00 0.65
Altria Group Stock (MO) 0.0 $46.000000 1.00 46.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $14.000000 50.00 0.28
Mustang Bio Stock 0.0 $3.000200 7.00 0.43
Cameco Corp Stock (CCJ) 0.0 $0 0 0.00
Royal Caribbean Group Stock (RCL) 0.0 $0 0 0.00
Las Vegas Sands Corp Stock (LVS) 0.0 $0 0 0.00
Vishay Intertechnology Stock (VSH) 0.0 $0 0 0.00
Papa Johns Intl Stock (PZZA) 0.0 $0 0 0.00
Sinclair Broadcast Group Inc Cl A Stock 0.0 $0 0 0.00
Textron Stock (TXT) 0.0 $0 0 0.00
Cheniere Energy Stock (LNG) 0.0 $0 0 0.00
Mgm Resorts International Stock (MGM) 0.0 $0 0 0.00
Extra Space Storage Reit (EXR) 0.0 $0 0 0.00
Golar Lng Stock (GLNG) 0.0 $0 0 0.00
Unifi Stock (UFI) 0.0 $0 0 0.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00
Citigroup Stock (C) 0.0 $0 0 0.00
Telephone & Data Sys Stock (TDS) 0.0 $0 0 0.00
Seaworld Entmt Stock (PRKS) 0.0 $0 0 0.00
Macrogenics Stock (MGNX) 0.0 $0 0 0.00
Cara Therapeutics Stock (CARA) 0.0 $0 0 0.00
Phibro Animal Health Corp Cl A Stock (PAHC) 0.0 $0 0 0.00
Qorvo Stock (QRVO) 0.0 $0 0 0.00
Tegna Stock (TGNA) 0.0 $0 0 0.00
Viavi Solutions Stock (VIAV) 0.0 $0 0 0.00
Hilton Worldwide Hldgs Stock (HLT) 0.0 $0 0 0.00
Amyris Stock 0.0 $0 0 0.00
Smart Global Hldgs Stock (PENG) 0.0 $0 0 0.00
L3harris Technologies Stock (LHX) 0.0 $0 0 0.00
Paramount Global Class B Stock (PARA) 0.0 $0 0 0.00
Telos Corp Md Stock (TLS) 0.0 $0 0 0.00
Coherent Corp Stock (COHR) 0.0 $0 0 0.00