Clean Yield Group

Clean Yield Group as of Dec. 31, 2023

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 372 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.9 $17M 87k 192.53
Unilever Adr (UL) 3.6 $8.7M 180k 48.48
GSK Adr (GSK) 3.3 $7.9M 213k 37.06
Takeda Pharmaceutical Adr (TAK) 3.0 $7.3M 511k 14.27
Sprouts Fmrs Mkt Stock (SFM) 3.0 $7.3M 151k 48.11
Spdr S&p 500 Etf Trust Etf (SPY) 2.5 $6.0M 13k 475.31
Telus Corporation Stock (TU) 2.5 $6.0M 336k 17.79
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.4 $5.9M 214k 27.58
Smith & Nephew Plc Spdn Adr (SNN) 2.4 $5.8M 214k 27.28
Sjw Group Stock (SJW) 2.4 $5.8M 88k 65.35
Physicians Rlty Tr Reit 2.4 $5.8M 434k 13.31
Nomad Foods Ltd Usd Ord Stock (NOMD) 2.4 $5.7M 337k 16.95
Vodafone Group Adr (VOD) 2.2 $5.5M 627k 8.70
Microsoft Corp Stock (MSFT) 2.1 $5.1M 14k 376.05
Healthpeak Properties Reit (DOC) 2.0 $4.8M 244k 19.80
Novo-nordisk A S Adr (NVO) 1.7 $4.1M 40k 103.45
Amalgamated Financial Corp Stock (AMAL) 1.6 $3.9M 146k 26.94
Stag Indl Reit (STAG) 1.6 $3.9M 100k 39.26
Johnson & Johnson Stock (JNJ) 1.5 $3.7M 24k 156.74
International Business Machs Stock (IBM) 1.5 $3.6M 22k 163.55
Healthcare Rlty Tr Cl A Reit (HR) 1.5 $3.6M 210k 17.23
Automatic Data Processing Stock (ADP) 1.5 $3.6M 15k 232.97
Cisco Sys Stock (CSCO) 1.4 $3.5M 69k 50.52
First Solar Stock (FSLR) 1.4 $3.4M 20k 172.28
Check Point Software Tech Ltd Ord Stock (CHKP) 1.3 $3.2M 21k 152.79
Ameresco Inc Cl A Stock (AMRC) 1.3 $3.2M 102k 31.67
Camden Natl Corp Stock (CAC) 1.3 $3.0M 81k 37.63
Nokia Corp Adr (NOK) 1.3 $3.0M 887k 3.42
Procter And Gamble Stock (PG) 1.2 $2.9M 20k 146.54
American Wtr Wks Stock (AWK) 1.2 $2.8M 21k 131.99
Organon & Co Stock (OGN) 1.1 $2.7M 186k 14.42
Utah Med Prods Stock (UTMD) 1.1 $2.7M 32k 84.22
General Mls Stock (GIS) 1.0 $2.5M 38k 65.14
Intuit Stock (INTU) 0.9 $2.3M 3.7k 625.03
Illinois Tool Wks Stock (ITW) 0.9 $2.3M 8.6k 261.94
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.9 $2.2M 32k 68.42
Eli Lilly & Co Stock (LLY) 0.9 $2.2M 3.7k 582.92
Quest Diagnostics Stock (DGX) 0.9 $2.2M 16k 137.88
Amgen Stock (AMGN) 0.9 $2.1M 7.3k 288.02
Expeditors Intl Wash Stock (EXPD) 0.9 $2.1M 17k 127.20
Colgate Palmolive Stock (CL) 0.9 $2.1M 26k 79.71
Pepsico Stock (PEP) 0.8 $2.0M 12k 169.84
Becton Dickinson & Co Stock (BDX) 0.7 $1.7M 6.8k 243.83
Thermo Fisher Scientific Stock (TMO) 0.6 $1.5M 2.9k 530.81
Stryker Corporation Stock (SYK) 0.6 $1.5M 5.1k 299.46
Hingham Instn Svgs Mass Stock (HIFS) 0.6 $1.5M 7.6k 194.40
Home Depot Stock (HD) 0.6 $1.4M 4.0k 346.55
Alphabet Class A Stock (GOOGL) 0.6 $1.3M 9.6k 139.69
Merck & Co Stock (MRK) 0.6 $1.3M 12k 109.02
Vaneck Green Bond Etf Etf (GRNB) 0.5 $1.3M 55k 23.83
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.3M 3.6k 356.66
Hologic Stock (HOLX) 0.5 $1.2M 17k 71.45
Unitedhealth Group Stock (UNH) 0.4 $1.1M 2.0k 526.47
Kadant Stock (KAI) 0.4 $1.1M 3.8k 280.31
Us Bancorp Del Stock (USB) 0.4 $1.1M 25k 43.28
Nvidia Corporation Stock (NVDA) 0.4 $882k 1.8k 495.22
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $788k 5.6k 140.93
Trimble Stock (TRMB) 0.3 $769k 15k 53.20
Abbott Labs Stock (ABT) 0.3 $732k 6.6k 110.07
Abbvie Stock (ABBV) 0.3 $731k 4.7k 154.97
Smucker J M Stock (SJM) 0.3 $724k 5.7k 126.38
Hubbell Stock (HUBB) 0.3 $718k 2.2k 328.93
Schwab Charles Corp Stock (SCHW) 0.3 $705k 10k 68.80
California Wtr Svc Group Stock (CWT) 0.3 $668k 13k 51.87
Agilent Technologies Stock (A) 0.3 $616k 4.4k 139.03
Tractor Supply Stock (TSCO) 0.2 $597k 2.8k 215.03
American Express Stock (AXP) 0.2 $587k 3.1k 187.34
Nextera Energy Stock (NEE) 0.2 $553k 9.1k 60.74
Mid-amer Apt Cmntys Reit (MAA) 0.2 $532k 4.0k 134.46
Helios Technologies Stock (HLIO) 0.2 $528k 12k 45.35
Oreilly Automotive Stock (ORLY) 0.2 $523k 550.00 950.08
Texas Instrs Stock (TXN) 0.2 $505k 3.0k 170.46
Essential Utils Stock (WTRG) 0.2 $505k 14k 37.35
Mastercard Incorporated Cl A Stock (MA) 0.2 $502k 1.2k 426.51
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $500k 1.2k 409.52
Exxon Mobil Corp Stock (XOM) 0.2 $485k 4.8k 99.98
Disney Walt Stock (DIS) 0.2 $483k 5.3k 90.29
Middlesex Wtr Stock (MSEX) 0.2 $474k 7.2k 65.62
Aflac Stock (AFL) 0.2 $467k 5.7k 82.50
Paychex Stock (PAYX) 0.2 $463k 3.9k 119.11
Intel Corp Stock (INTC) 0.2 $459k 9.1k 50.25
Prologis Reit (PLD) 0.2 $445k 3.3k 133.30
Pfizer Stock (PFE) 0.2 $439k 15k 28.79
Mcdonalds Corp Stock (MCD) 0.2 $404k 1.4k 296.51
Astrazeneca Adr (AZN) 0.2 $397k 5.9k 67.35
General Electric Stock (GE) 0.2 $397k 3.1k 127.63
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $392k 17k 23.04
Hain Celestial Group Stock (HAIN) 0.2 $381k 35k 10.95
Verizon Communications Stock (VZ) 0.2 $381k 10k 37.70
Sysco Corp Stock (SYY) 0.2 $376k 5.1k 73.14
Keysight Technologies Stock (KEYS) 0.2 $375k 2.4k 159.09
Target Corp Stock (TGT) 0.2 $370k 2.6k 142.42
Coca Cola Stock (KO) 0.2 $368k 6.2k 58.93
Jpmorgan Chase & Co Stock (JPM) 0.1 $354k 2.1k 170.10
Lowes Cos Stock (LOW) 0.1 $347k 1.6k 222.55
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $333k 1.6k 208.34
Costco Whsl Corp Stock (COST) 0.1 $331k 501.00 660.10
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $330k 1.1k 303.17
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $329k 7.1k 46.36
3M Stock (MMM) 0.1 $317k 2.9k 109.32
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $315k 6.5k 48.45
Genuine Parts Stock (GPC) 0.1 $314k 2.3k 138.50
Waters Corp Stock (WAT) 0.1 $308k 935.00 329.23
Amazon Stock (AMZN) 0.1 $300k 2.0k 151.94
Comcast Corp New Cl A Stock (CMCSA) 0.1 $298k 6.8k 43.85
The Cigna Group Stock (CI) 0.1 $294k 983.00 299.45
Air Prods & Chems Stock (APD) 0.1 $263k 962.00 273.80
Mettler Toledo International Stock (MTD) 0.1 $261k 215.00 1212.96
Walmart Stock (WMT) 0.1 $248k 1.6k 157.65
Wabtec Stock (WAB) 0.1 $248k 2.0k 126.90
Renaissancere Hldgs Stock (RNR) 0.1 $247k 1.3k 196.00
Union Pac Corp Stock (UNP) 0.1 $246k 1.0k 245.62
Church & Dwight Stock (CHD) 0.1 $237k 2.5k 94.56
Ansys Stock (ANSS) 0.1 $229k 630.00 362.88
Amphenol Corp New Cl A Stock (APH) 0.1 $228k 2.3k 99.13
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $227k 2.1k 108.26
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $225k 2.3k 98.88
Bristol-myers Squibb Stock (BMY) 0.1 $215k 4.2k 51.31
Iron Mtn Inc Del Reit (IRM) 0.1 $210k 3.0k 69.98
Hershey Stock (HSY) 0.1 $205k 1.1k 186.44
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $203k 1.1k 192.48
Moodys Corp Stock (MCO) 0.1 $195k 500.00 390.56
Laboratory Corp Amer Hldgs Stock 0.1 $195k 859.00 227.29
Vanguard Mid-cap Etf Etf (VO) 0.1 $188k 808.00 232.64
Mckesson Corp Stock (MCK) 0.1 $184k 397.00 462.98
Fedex Corp Stock (FDX) 0.1 $183k 725.00 252.97
At&t Stock (T) 0.1 $179k 11k 16.78
Spdr Gold Shares Etf (GLD) 0.1 $177k 926.00 191.17
Acuity Brands Stock (AYI) 0.1 $171k 835.00 204.83
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $170k 4.9k 34.77
Cvs Health Corp Stock (CVS) 0.1 $167k 2.1k 78.96
Danaher Corporation Stock (DHR) 0.1 $165k 715.00 231.34
Oracle Corp Stock (ORCL) 0.1 $164k 1.6k 105.42
Neogen Corp Stock (NEOG) 0.1 $162k 8.1k 20.11
United Parcel Service Inc Cl B Stock (UPS) 0.1 $161k 1.0k 157.23
Vanguard Growth Etf Etf (VUG) 0.1 $157k 504.00 311.06
Nike Inc Cl B Stock (NKE) 0.1 $156k 1.4k 108.57
Microchip Technology Stock (MCHP) 0.1 $156k 1.7k 90.18
Tennant Stock (TNC) 0.1 $154k 1.7k 92.68
Vanguard Value Etf Etf (VTV) 0.1 $152k 1.0k 149.50
Rtx Corporation Stock (RTX) 0.1 $147k 1.7k 84.14
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $142k 1.8k 77.02
Sherwin Williams Stock (SHW) 0.1 $142k 455.00 311.90
Visa Inc Com Cl A Stock (V) 0.1 $141k 542.00 260.35
Cme Group Stock (CME) 0.1 $140k 666.00 210.60
Vaneck Gold Miners Etf Etf (GDX) 0.1 $139k 4.5k 31.01
Msci Stock (MSCI) 0.1 $139k 245.00 565.65
Columbia Bkg Sys Stock (COLB) 0.1 $136k 5.1k 26.68
Carmax Stock (KMX) 0.1 $135k 1.8k 76.74
Waste Mgmt Inc Del Stock (WM) 0.1 $135k 751.00 179.10
Norfolk Southn Corp Stock (NSC) 0.1 $130k 550.00 236.38
Atlantica Sustainable Infr Stock (AY) 0.1 $129k 6.0k 21.50
Zoetis Inc Cl A Stock (ZTS) 0.1 $128k 650.00 197.37
Carrier Global Corporation Stock (CARR) 0.1 $128k 2.2k 57.45
Chevron Corp Stock (CVX) 0.1 $126k 843.00 149.16
Kimberly-clark Corp Stock (KMB) 0.1 $124k 1.0k 121.51
Ppg Inds Stock (PPG) 0.1 $124k 830.00 149.55
Travelers Companies Stock (TRV) 0.1 $124k 650.00 190.49
Wec Energy Group Stock (WEC) 0.1 $124k 1.5k 84.17
Vertex Pharmaceuticals Stock (VRTX) 0.1 $122k 300.00 406.89
Salesforce Stock (CRM) 0.1 $121k 461.00 263.14
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $121k 11k 11.00
Emerson Elec Stock (EMR) 0.0 $120k 1.2k 97.33
Fifth Third Bancorp Stock (FITB) 0.0 $119k 3.5k 34.49
Alexandria Real Estate Eq Reit (ARE) 0.0 $118k 930.00 126.77
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $108k 1.2k 91.39
Walgreens Boots Alliance Stock (WBA) 0.0 $104k 4.0k 26.11
Cencora Stock (COR) 0.0 $103k 500.00 205.38
Avery Dennison Corp Stock (AVY) 0.0 $102k 504.00 202.16
Gallagher Arthur J & Co Stock (AJG) 0.0 $101k 451.00 224.88
Corning Stock (GLW) 0.0 $101k 3.3k 30.45
Masco Corp Stock (MAS) 0.0 $101k 1.5k 66.98
Ishares Russell 2000 Etf Etf (IWM) 0.0 $100k 500.00 200.71
Alcon Ag Ord Stock (ALC) 0.0 $99k 1.3k 78.12
Wells Fargo Stock (WFC) 0.0 $98k 2.0k 49.22
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $98k 6.7k 14.78
Dover Corp Stock (DOV) 0.0 $97k 633.00 153.81
Wex Stock (WEX) 0.0 $97k 500.00 194.55
Vanguard Extended Duration Treasury Etf Etf (EDV) 0.0 $97k 1.2k 81.03
Idacorp Stock (IDA) 0.0 $97k 985.00 98.32
HP Stock (HPQ) 0.0 $96k 3.2k 30.09
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $92k 5.4k 17.17
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $91k 800.00 114.04
Ishares Select Dividend Etf Etf (DVY) 0.0 $91k 778.00 117.22
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $91k 3.6k 25.30
Yum Brands Stock (YUM) 0.0 $89k 680.00 130.66
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $88k 6.4k 13.63
Dentsply Sirona Stock (XRAY) 0.0 $88k 2.5k 35.59
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $87k 800.00 108.25
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $86k 381.00 225.51
Ge Healthcare Technologies Stock (GEHC) 0.0 $85k 1.1k 77.32
Roper Technologies Stock (ROP) 0.0 $83k 153.00 545.17
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $79k 2.1k 37.91
Global X Silver Miners Etf Etf (SIL) 0.0 $78k 2.7k 28.37
Palo Alto Networks Stock (PANW) 0.0 $77k 261.00 294.88
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $76k 1.2k 63.33
Vanguard Health Care Etf Etf (VHT) 0.0 $75k 300.00 250.70
Constellation Brands Inc Cl A Stock (STZ) 0.0 $73k 300.00 241.75
Caterpillar Stock (CAT) 0.0 $72k 245.00 295.67
Factset Resh Sys Stock (FDS) 0.0 $72k 150.00 477.05
Grainger W W Stock (GWW) 0.0 $70k 85.00 828.69
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $70k 1.3k 53.82
Worthington Enterprises Stock (WOR) 0.0 $69k 1.2k 57.55
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $69k 1.8k 38.81
Xylem Stock (XYL) 0.0 $69k 600.00 114.36
Cdw Corp Stock (CDW) 0.0 $68k 300.00 227.32
Eastman Chem Stock (EMN) 0.0 $68k 755.00 89.82
United Therapeutics Corp Del Stock (UTHR) 0.0 $66k 300.00 219.89
International Flavors&fragranc Stock (IFF) 0.0 $66k 810.00 80.97
Qualcomm Stock (QCOM) 0.0 $64k 443.00 144.63
Canadian Natl Ry Stock (CNI) 0.0 $63k 500.00 125.63
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $63k 400.00 156.89
Zimmer Biomet Holdings Stock (ZBH) 0.0 $62k 507.00 121.70
Wolfspeed Stock (WOLF) 0.0 $61k 1.4k 43.51
Haleon Plc Spon Ads Adr (HLN) 0.0 $61k 7.4k 8.23
Verisk Analytics Stock (VRSK) 0.0 $60k 250.00 238.86
Price T Rowe Group Stock (TROW) 0.0 $59k 551.00 107.69
S&p Global Stock (SPGI) 0.0 $59k 133.00 440.52
Starbucks Corp Stock (SBUX) 0.0 $59k 610.00 96.01
Ishares National Muni Bond Etf Etf (MUB) 0.0 $58k 534.00 108.39
Dollar Tree Stock (DLTR) 0.0 $57k 400.00 142.05
Asml Holding N V N Y Registry Adr (ASML) 0.0 $57k 75.00 756.92
Elme Communities Sh Ben Int Reit (ELME) 0.0 $57k 3.9k 14.60
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $56k 254.00 219.57
Uber Technologies Stock (UBER) 0.0 $55k 900.00 61.57
Hewlett Packard Enterprise Stock (HPE) 0.0 $54k 3.2k 16.98
Paypal Hldgs Stock (PYPL) 0.0 $54k 884.00 61.41
Ishares Tips Bond Etf Etf (TIP) 0.0 $54k 500.00 107.49
Ebay Stock (EBAY) 0.0 $53k 1.2k 43.62
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $53k 980.00 53.97
Eaton Corp Stock (ETN) 0.0 $52k 216.00 240.82
Principal Financial Group Stock (PFG) 0.0 $52k 659.00 78.67
Ishares Agency Bond Etf Etf (AGZ) 0.0 $51k 470.00 108.51
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $51k 100.00 507.38
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $50k 400.00 125.14
Adobe Stock (ADBE) 0.0 $49k 82.00 596.60
Lakeland Finl Corp Stock (LKFN) 0.0 $49k 750.00 65.16
Pnc Finl Svcs Group Stock (PNC) 0.0 $49k 315.00 154.85
Cintas Corp Stock (CTAS) 0.0 $48k 80.00 602.66
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $48k 500.00 96.39
Parker-hannifin Corp Stock (PH) 0.0 $46k 100.00 460.70
Fastenal Stock (FAST) 0.0 $45k 696.00 64.77
Sonoco Prods Stock (SON) 0.0 $45k 797.00 55.87
Bar Hbr Bankshares Stock (BHB) 0.0 $44k 1.5k 29.36
Bank New York Mellon Corp Stock (BK) 0.0 $43k 833.00 52.05
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $43k 566.00 76.13
Broadcom Stock (AVGO) 0.0 $41k 37.00 1116.24
Arrow Finl Corp Stock (AROW) 0.0 $41k 1.5k 27.94
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $40k 406.00 99.25
Csx Corp Stock (CSX) 0.0 $39k 1.1k 34.67
Ameriprise Finl Stock (AMP) 0.0 $38k 100.00 379.83
Vaneck Short Muni Etf Etf (SMB) 0.0 $38k 2.2k 17.09
Inari Med Stock (NARI) 0.0 $37k 568.00 64.92
Intuitive Surgical Stock (ISRG) 0.0 $36k 108.00 337.36
Vanguard Information Technology Etf Etf (VGT) 0.0 $36k 75.00 484.00
Loews Corp Stock (L) 0.0 $36k 513.00 69.59
Worthington Stl Stock (WS) 0.0 $34k 1.2k 28.10
Blackstone Stock (BX) 0.0 $31k 234.00 130.92
Twilio Inc Cl A Stock (TWLO) 0.0 $30k 400.00 75.87
Vital Farms Stock (VITL) 0.0 $30k 1.9k 15.69
Fortrea Hldgs Stock (FTRE) 0.0 $30k 859.00 34.90
Toronto Dominion Bk Ont Stock (TD) 0.0 $30k 456.00 64.62
Middleby Corp Stock (MIDD) 0.0 $29k 200.00 147.17
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $29k 400.00 72.43
United States Copper Index Fund Etf (CPER) 0.0 $29k 1.2k 24.14
Blackrock Stock (BLK) 0.0 $28k 34.00 811.79
Chubb Stock (CB) 0.0 $27k 120.00 226.00
Motorola Solutions Stock (MSI) 0.0 $27k 85.00 313.09
Horace Mann Educators Corp Stock (HMN) 0.0 $25k 760.00 32.70
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $24k 69.00 350.91
Livewire Group Stock (LVWR) 0.0 $24k 2.1k 11.31
Shopify Inc Cl A Stock (SHOP) 0.0 $23k 300.00 77.90
Tjx Cos Stock (TJX) 0.0 $23k 242.00 93.81
Doordash Inc Cl A Stock (DASH) 0.0 $22k 225.00 98.89
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $22k 450.00 48.25
Meta Platforms Inc Cl A Stock (META) 0.0 $21k 60.00 353.97
Trane Technologies Stock (TT) 0.0 $21k 86.00 243.90
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $21k 252.00 82.96
Analog Devices Stock (ADI) 0.0 $21k 105.00 198.56
Spotify Technology S A Stock (SPOT) 0.0 $21k 110.00 187.91
Highwoods Pptys Reit (HIW) 0.0 $20k 890.00 22.96
Tesla Stock (TSLA) 0.0 $20k 80.00 248.47
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $20k 439.00 44.62
Veralto Corp Stock (VLTO) 0.0 $20k 237.00 82.26
Lululemon Athletica Stock (LULU) 0.0 $18k 36.00 511.28
Elevance Health Stock (ELV) 0.0 $18k 39.00 471.56
Lockheed Martin Corp Stock (LMT) 0.0 $18k 40.00 453.25
Vanguard Large-cap Etf Etf (VV) 0.0 $18k 82.00 218.15
Southern Stock (SO) 0.0 $18k 250.00 70.12
Innovative Indl Pptys Reit (IIPR) 0.0 $17k 171.00 100.61
Honeywell Intl Stock (HON) 0.0 $16k 78.00 209.71
Pan Amern Silver Corp Stock (PAAS) 0.0 $16k 1.0k 16.33
Marsh & Mclennan Cos Stock (MMC) 0.0 $16k 85.00 189.47
State Str Corp Stock (STT) 0.0 $16k 200.00 77.46
Republic Svcs Stock (RSG) 0.0 $15k 90.00 164.91
Aon Plc Shs Cl A Stock (AON) 0.0 $15k 51.00 291.02
Otis Worldwide Corp Stock (OTIS) 0.0 $15k 164.00 89.47
Cousins Pptys Reit (CUZ) 0.0 $14k 589.00 24.35
Lpl Finl Hldgs Stock (LPLA) 0.0 $14k 63.00 227.62
Archer Daniels Midland Stock (ADM) 0.0 $14k 195.00 72.22
Union Bankshares Stock (UNB) 0.0 $14k 450.00 30.65
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $14k 161.00 83.68
Hunt J B Trans Svcs Stock (JBHT) 0.0 $13k 67.00 199.75
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $13k 96.00 136.14
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $13k 51.00 253.69
Eastern Bankshares Stock (EBC) 0.0 $13k 900.00 14.20
Occidental Pete Corp Stock (OXY) 0.0 $12k 200.00 59.71
Deere & Co Stock (DE) 0.0 $12k 29.00 399.86
Etsy Stock (ETSY) 0.0 $11k 138.00 81.05
Phillips 66 Stock (PSX) 0.0 $11k 83.00 133.14
Oneok Stock (OKE) 0.0 $11k 155.00 70.22
Tenet Healthcare Corp Stock (THC) 0.0 $9.9k 131.00 75.57
Iqvia Hldgs Stock (IQV) 0.0 $9.7k 42.00 231.38
Duke Energy Corp Stock (DUK) 0.0 $9.7k 100.00 97.04
Progressive Corp Stock (PGR) 0.0 $9.2k 58.00 159.28
BP Adr (BP) 0.0 $8.9k 250.00 35.40
Ormat Technologies Stock (ORA) 0.0 $8.7k 115.00 75.79
Beyond Meat Stock (BYND) 0.0 $8.3k 930.00 8.90
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $8.3k 115.00 71.91
Alaska Air Group Stock (ALK) 0.0 $7.8k 200.00 39.07
Advanced Micro Devices Stock (AMD) 0.0 $7.7k 52.00 147.40
Kyndryl Hldgs Stock (KD) 0.0 $7.6k 366.00 20.78
Conocophillips Stock (COP) 0.0 $7.5k 65.00 116.08
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $7.4k 410.00 18.03
Regeneron Pharmaceuticals Stock (REGN) 0.0 $7.0k 8.00 878.25
Ally Finl Stock (ALLY) 0.0 $7.0k 200.00 34.92
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $7.0k 40.00 173.93
Constellation Energy Corp Stock (CEG) 0.0 $6.8k 58.00 116.90
Aramark Stock (ARMK) 0.0 $6.3k 225.00 28.06
Exelon Corp Stock (EXC) 0.0 $6.2k 174.00 35.90
Wiley John & Sons Inc Cl A Stock (WLY) 0.0 $6.1k 193.00 31.74
Atlassian Corporation Cl A Stock (TEAM) 0.0 $5.9k 25.00 237.88
Masimo Corp Stock (MASI) 0.0 $5.7k 49.00 117.20
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $5.5k 324.00 17.06
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $5.5k 55.00 99.29
Mfs Spl Value Tr Sh Ben Int Cef 0.0 $5.4k 1.3k 4.09
Block Inc Cl A Stock (SQ) 0.0 $5.4k 70.00 77.36
Workday Inc Cl A Stock (WDAY) 0.0 $5.0k 18.00 276.06
International Paper Stock (IP) 0.0 $4.5k 125.00 36.15
Snowflake Inc Cl A Stock (SNOW) 0.0 $4.0k 20.00 199.00
Netflix Stock (NFLX) 0.0 $3.4k 7.00 486.86
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.4k 100.00 33.95
United States Stl Corp Stock (X) 0.0 $3.0k 62.00 48.65
Viatris Stock (VTRS) 0.0 $2.7k 250.00 10.83
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $2.6k 110.00 23.46
Criteo S A Spons Ads Adr (CRTO) 0.0 $2.5k 100.00 25.32
Vestis Corporation Stock (VSTS) 0.0 $2.3k 111.00 21.14
Gen Digital Stock (GEN) 0.0 $2.3k 100.00 22.82
Kilroy Rlty Corp Reit (KRC) 0.0 $2.0k 50.00 39.84
Sanofi Adr (SNY) 0.0 $2.0k 40.00 49.73
Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $1.5k 148.00 9.96
Metlife Stock (MET) 0.0 $1.5k 22.00 66.14
Southwest Airls Stock (LUV) 0.0 $1.4k 50.00 28.88
Symbotic Inc Class A Stock (SYM) 0.0 $1.0k 20.00 51.35
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $972.000500 85.00 11.44
Tilray Brands Stock (TLRY) 0.0 $690.000000 300.00 2.30
General Mtrs Stock (GM) 0.0 $646.999200 18.00 35.94
Growgeneration Corp Stock (GRWG) 0.0 $502.000000 200.00 2.51
Solaredge Technologies Stock (SEDG) 0.0 $468.000000 5.00 93.60
SNDL Stock (SNDL) 0.0 $363.991200 222.00 1.64
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $192.000000 1.00 192.00
Workhorse Group Stock 0.0 $72.000000 200.00 0.36
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $20.000000 50.00 0.40
Agnico Eagle Mines Stock (AEM) 0.0 $0 0 0.00
Realty Income Corp Reit (O) 0.0 $0 0 0.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $0 0 0.00
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $0 0 0.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.0 $0 0 0.00
Sylvamo Corp Stock (SLVM) 0.0 $0 0 0.00
Orion Office Reit Reit (ONL) 0.0 $0 0 0.00
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $0 0 0.00