Clean Yield Group

Clean Yield Group as of March 31, 2024

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 383 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.7 $15M 86k 171.48
GSK Adr (GSK) 3.5 $9.1M 212k 42.87
Unilever Adr (UL) 3.5 $9.0M 179k 50.19
Sprouts Fmrs Mkt Stock (SFM) 3.3 $8.6M 133k 64.48
Healthpeak Properties Reit (DOC) 3.1 $8.0M 428k 18.75
American Wtr Wks Stock (AWK) 2.7 $7.0M 58k 122.21
Nomad Foods Ltd Usd Ord Stock (NOMD) 2.6 $6.8M 347k 19.56
Takeda Pharmaceutical Adr (TAK) 2.6 $6.7M 482k 13.89
Sjw Group Stock (SJW) 2.5 $6.5M 116k 56.59
Hannon Armstrong Sust Infr Cap Reit (HASI) 2.3 $5.9M 208k 28.40
Vodafone Group Adr (VOD) 2.2 $5.6M 624k 8.90
Smith & Nephew Plc Spdn Adr (SNN) 2.1 $5.5M 218k 25.36
Microsoft Corp Stock (MSFT) 2.1 $5.5M 13k 420.73
Telus Corporation Stock (TU) 2.1 $5.3M 331k 16.01
Novo-nordisk A S Adr (NVO) 1.8 $4.6M 36k 128.40
First Solar Stock (FSLR) 1.8 $4.6M 27k 168.80
Cisco Sys Stock (CSCO) 1.7 $4.3M 86k 49.91
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.7 $4.3M 56k 76.81
International Business Machs Stock (IBM) 1.6 $4.2M 22k 190.96
Ameresco Inc Cl A Stock (AMRC) 1.6 $4.1M 169k 24.13
Stag Indl Reit (STAG) 1.5 $3.9M 101k 38.44
Johnson & Johnson Stock (JNJ) 1.4 $3.7M 23k 158.19
Automatic Data Processing Stock (ADP) 1.4 $3.7M 15k 249.74
Check Point Software Tech Ltd Ord Stock (CHKP) 1.4 $3.6M 22k 164.01
Amalgamated Financial Corp Stock (AMAL) 1.3 $3.4M 143k 24.00
Nokia Corp Adr (NOK) 1.3 $3.3M 919k 3.54
Healthcare Rlty Tr Cl A Reit (HR) 1.2 $3.2M 225k 14.15
Procter And Gamble Stock (PG) 1.2 $3.1M 19k 162.25
Camden Natl Corp Stock (CAC) 1.2 $3.1M 92k 33.52
Eli Lilly & Co Stock (LLY) 1.1 $2.8M 3.6k 777.96
Organon & Co Stock (OGN) 1.1 $2.8M 149k 18.80
Premier Inc Cl A Stock (PINC) 1.0 $2.6M 118k 22.10
Quest Diagnostics Stock (DGX) 1.0 $2.5M 19k 133.11
General Mls Stock (GIS) 1.0 $2.5M 36k 69.97
Intuit Stock (INTU) 0.9 $2.3M 3.6k 650.00
Illinois Tool Wks Stock (ITW) 0.9 $2.3M 8.6k 268.33
Utah Med Prods Stock (UTMD) 0.9 $2.3M 32k 71.11
Colgate Palmolive Stock (CL) 0.8 $2.2M 24k 90.05
Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $2.1M 4.1k 523.07
Pepsico Stock (PEP) 0.8 $2.0M 12k 175.01
Expeditors Intl Wash Stock (EXPD) 0.8 $2.0M 17k 121.57
Amgen Stock (AMGN) 0.8 $2.0M 7.0k 284.32
Agco Corp Stock (AGCO) 0.7 $1.8M 15k 123.02
Stryker Corporation Stock (SYK) 0.7 $1.7M 4.9k 357.87
Becton Dickinson & Co Stock (BDX) 0.7 $1.7M 6.8k 247.45
Thermo Fisher Scientific Stock (TMO) 0.6 $1.7M 2.9k 581.23
Nvidia Corporation Stock (NVDA) 0.6 $1.6M 1.8k 903.56
Merck & Co Stock (MRK) 0.6 $1.6M 12k 131.95
Home Depot Stock (HD) 0.6 $1.5M 4.0k 383.60
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $1.5M 3.6k 420.52
Hubbell Stock (HUBB) 0.6 $1.5M 3.6k 415.05
Alphabet Class A Stock (GOOGL) 0.6 $1.5M 9.6k 150.93
Hologic Stock (HOLX) 0.5 $1.4M 17k 77.96
Hingham Instn Svgs Mass Stock (HIFS) 0.5 $1.3M 7.4k 174.46
Vaneck Green Bond Etf Etf (GRNB) 0.5 $1.3M 53k 23.73
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.2M 7.8k 148.63
Kadant Stock (KAI) 0.4 $1.1M 3.4k 328.10
Us Bancorp Del Stock (USB) 0.4 $1.1M 25k 44.70
Unitedhealth Group Stock (UNH) 0.4 $1.0M 2.0k 494.70
Trimble Stock (TRMB) 0.4 $930k 15k 64.36
Wabtec Stock (WAB) 0.4 $918k 6.3k 145.68
Abbvie Stock (ABBV) 0.3 $853k 4.7k 182.10
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $851k 5.6k 152.26
Abbott Labs Stock (ABT) 0.3 $756k 6.6k 113.66
Tractor Supply Stock (TSCO) 0.3 $722k 2.8k 261.72
Smucker J M Stock (SJM) 0.3 $721k 5.7k 125.87
Schwab Charles Corp Stock (SCHW) 0.3 $712k 9.8k 72.34
American Express Stock (AXP) 0.3 $690k 3.0k 227.69
Disney Walt Stock (DIS) 0.3 $647k 5.3k 122.36
Agilent Technologies Stock (A) 0.2 $644k 4.4k 145.51
Oreilly Automotive Stock (ORLY) 0.2 $621k 550.00 1128.88
Nextera Energy Stock (NEE) 0.2 $582k 9.1k 63.91
Mastercard Incorporated Cl A Stock (MA) 0.2 $567k 1.2k 481.57
California Wtr Svc Group Stock (CWT) 0.2 $557k 12k 46.48
Ge Aerospace Stock (GE) 0.2 $546k 3.1k 175.53
Exxon Mobil Corp Stock (XOM) 0.2 $532k 4.6k 116.24
Texas Instrs Stock (TXN) 0.2 $514k 2.9k 174.21
Helios Technologies Stock (HLIO) 0.2 $507k 11k 44.69
Essential Utils Stock (WTRG) 0.2 $501k 14k 37.05
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $497k 1.1k 444.01
Aflac Stock (AFL) 0.2 $486k 5.7k 85.86
Paychex Stock (PAYX) 0.2 $477k 3.9k 122.80
Target Corp Stock (TGT) 0.2 $460k 2.6k 177.21
Verizon Communications Stock (VZ) 0.2 $424k 10k 41.96
Pfizer Stock (PFE) 0.2 $418k 15k 27.75
Sysco Corp Stock (SYY) 0.2 $417k 5.1k 81.19
Intel Corp Stock (INTC) 0.2 $403k 9.1k 44.17
Astrazeneca Adr (AZN) 0.2 $400k 5.9k 67.75
Lowes Cos Stock (LOW) 0.2 $398k 1.6k 254.73
Mcdonalds Corp Stock (MCD) 0.1 $384k 1.4k 281.95
Prologis Reit (PLD) 0.1 $377k 2.9k 130.22
Middlesex Wtr Stock (MSEX) 0.1 $371k 7.1k 52.50
Keysight Technologies Stock (KEYS) 0.1 $368k 2.4k 156.38
Coca Cola Stock (KO) 0.1 $364k 5.9k 61.18
The Cigna Group Stock (CI) 0.1 $357k 983.00 363.19
Amazon Stock (AMZN) 0.1 $356k 2.0k 180.38
Genuine Parts Stock (GPC) 0.1 $351k 2.3k 154.93
Jpmorgan Chase & Co Stock (JPM) 0.1 $344k 1.7k 200.30
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $339k 1.6k 212.55
Costco Whsl Corp Stock (COST) 0.1 $323k 441.00 732.66
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $322k 3.4k 94.62
Waters Corp Stock (WAT) 0.1 $322k 935.00 344.23
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $313k 6.5k 48.21
3M Stock (MMM) 0.1 $308k 2.9k 106.07
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $305k 6.7k 45.61
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $299k 888.00 337.05
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $296k 13k 22.77
Comcast Corp New Cl A Stock (CMCSA) 0.1 $295k 6.8k 43.35
Mettler Toledo International Stock (MTD) 0.1 $286k 215.00 1331.29
Walmart Stock (WMT) 0.1 $284k 4.7k 60.17
Mid-amer Apt Cmntys Reit (MAA) 0.1 $279k 2.1k 131.58
Hain Celestial Group Stock (HAIN) 0.1 $273k 35k 7.86
Amphenol Corp New Cl A Stock (APH) 0.1 $265k 2.3k 115.35
Church & Dwight Stock (CHD) 0.1 $257k 2.5k 104.31
Renaissancere Hldgs Stock (RNR) 0.1 $249k 1.1k 235.03
Iron Mtn Inc Del Reit (IRM) 0.1 $241k 3.0k 80.21
Union Pac Corp Stock (UNP) 0.1 $234k 950.00 245.93
Air Prods & Chems Stock (APD) 0.1 $233k 962.00 242.27
Bristol-myers Squibb Stock (BMY) 0.1 $227k 4.2k 54.23
Acuity Brands Stock (AYI) 0.1 $224k 835.00 268.73
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $221k 2.1k 105.03
Ansys Stock (ANSS) 0.1 $219k 630.00 347.16
Mckesson Corp Stock (MCK) 0.1 $213k 397.00 536.85
Fedex Corp Stock (FDX) 0.1 $210k 725.00 289.74
Vanguard Mid-cap Etf Etf (VO) 0.1 $202k 808.00 249.86
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $198k 952.00 208.27
Moodys Corp Stock (MCO) 0.1 $197k 500.00 393.03
Oracle Corp Stock (ORCL) 0.1 $195k 1.6k 125.60
Hershey Stock (HSY) 0.1 $195k 1.0k 194.50
Labcorp Holdings Stock (LH) 0.1 $188k 859.00 218.46
Spdr Gold Shares Etf (GLD) 0.1 $180k 876.00 205.72
Danaher Corporation Stock (DHR) 0.1 $179k 715.00 249.72
Tennant Stock (TNC) 0.1 $178k 1.5k 121.59
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $176k 4.9k 35.91
Columbia Bkg Sys Stock (COLB) 0.1 $172k 8.9k 19.35
Vanguard Value Etf Etf (VTV) 0.1 $165k 1.0k 162.86
Rtx Corporation Stock (RTX) 0.1 $163k 1.7k 97.53
Waste Mgmt Inc Del Stock (WM) 0.1 $160k 751.00 213.15
Microchip Technology Stock (MCHP) 0.1 $155k 1.7k 89.71
Carmax Stock (KMX) 0.1 $154k 1.8k 87.11
Visa Inc Com Cl A Stock (V) 0.1 $151k 542.00 279.08
Cvs Health Corp Stock (CVS) 0.1 $151k 1.9k 79.76
Travelers Companies Stock (TRV) 0.1 $150k 650.00 230.14
At&t Stock (T) 0.1 $145k 8.3k 17.60
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $142k 1.8k 76.67
Vaneck Gold Miners Etf Etf (GDX) 0.1 $141k 4.5k 31.62
Norfolk Southn Corp Stock (NSC) 0.1 $140k 550.00 254.87
Emerson Elec Stock (EMR) 0.1 $140k 1.2k 113.42
Vanguard Growth Etf Etf (VUG) 0.1 $139k 404.00 344.45
Salesforce Stock (CRM) 0.1 $139k 461.00 301.18
Msci Stock (MSCI) 0.1 $137k 245.00 560.45
Nike Inc Cl B Stock (NKE) 0.1 $135k 1.4k 93.98
Chevron Corp Stock (CVX) 0.1 $133k 843.00 157.74
Sherwin Williams Stock (SHW) 0.1 $132k 380.00 347.33
Fifth Third Bancorp Stock (FITB) 0.0 $129k 3.5k 37.21
Neogen Corp Stock (NEOG) 0.0 $127k 8.1k 15.78
Vertex Pharmaceuticals Stock (VRTX) 0.0 $125k 300.00 418.01
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $123k 5.4k 23.01
Cencora Stock (COR) 0.0 $122k 500.00 242.99
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $122k 11k 11.07
Wec Energy Group Stock (WEC) 0.0 $121k 1.5k 82.12
Wex Stock (WEX) 0.0 $119k 500.00 237.53
Masco Corp Stock (MAS) 0.0 $118k 1.5k 78.88
Wells Fargo Stock (WFC) 0.0 $116k 2.0k 57.96
Carrier Global Corporation Stock (CARR) 0.0 $114k 2.0k 58.13
Gallagher Arthur J & Co Stock (AJG) 0.0 $113k 451.00 250.04
Avery Dennison Corp Stock (AVY) 0.0 $113k 504.00 223.25
Dover Corp Stock (DOV) 0.0 $112k 633.00 177.19
Atlantica Sustainable Infr Stock (AY) 0.0 $111k 6.0k 18.48
Zoetis Inc Cl A Stock (ZTS) 0.0 $110k 650.00 169.21
Corning Stock (GLW) 0.0 $109k 3.3k 32.96
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $109k 1.2k 91.80
Ishares Russell 2000 Etf Etf (IWM) 0.0 $105k 500.00 210.30
Alcon Ag Ord Stock (ALC) 0.0 $105k 1.3k 83.29
Ge Healthcare Technologies Stock (GEHC) 0.0 $100k 1.1k 90.91
HP Stock (HPQ) 0.0 $97k 3.2k 30.22
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $96k 6.7k 14.44
Cme Group Stock (CME) 0.0 $95k 441.00 215.29
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $95k 1.0k 94.66
Yum Brands Stock (YUM) 0.0 $94k 680.00 138.65
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $92k 3.6k 25.69
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $92k 365.00 252.31
Caterpillar Stock (CAT) 0.0 $90k 245.00 366.43
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $88k 800.00 110.52
Alexandria Real Estate Eq Reit (ARE) 0.0 $88k 685.00 128.91
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $87k 6.4k 13.50
Walgreens Boots Alliance Stock (WBA) 0.0 $87k 4.0k 21.69
Grainger W W Stock (GWW) 0.0 $87k 85.00 1017.31
Roper Technologies Stock (ROP) 0.0 $86k 153.00 560.84
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $81k 2.1k 38.74
Vanguard Health Care Etf Etf (VHT) 0.0 $81k 300.00 270.52
Dentsply Sirona Stock (XRAY) 0.0 $80k 2.4k 33.19
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $79k 1.2k 65.65
Eastman Chem Stock (EMN) 0.0 $76k 755.00 100.22
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $76k 1.3k 58.06
Global X Silver Miners Etf Etf (SIL) 0.0 $75k 2.7k 27.46
Qualcomm Stock (QCOM) 0.0 $75k 443.00 169.30
Worthington Enterprises Stock (WOR) 0.0 $75k 1.2k 62.23
Palo Alto Networks Stock (PANW) 0.0 $74k 261.00 284.13
Asml Holding N V N Y Registry Adr (ASML) 0.0 $73k 75.00 970.47
International Flavors&fragranc Stock (IFF) 0.0 $70k 810.00 85.99
Uber Technologies Stock (UBER) 0.0 $69k 900.00 76.99
United Therapeutics Corp Del Stock (UTHR) 0.0 $69k 300.00 229.72
Factset Resh Sys Stock (FDS) 0.0 $68k 150.00 454.39
Eaton Corp Stock (ETN) 0.0 $68k 216.00 312.68
Price T Rowe Group Stock (TROW) 0.0 $67k 551.00 121.92
Zimmer Biomet Holdings Stock (ZBH) 0.0 $67k 507.00 131.98
Canadian Natl Ry Stock (CNI) 0.0 $66k 500.00 131.71
Idacorp Stock (IDA) 0.0 $65k 700.00 92.89
Xylem Stock (XYL) 0.0 $65k 502.00 129.24
Ebay Stock (EBAY) 0.0 $65k 1.2k 52.78
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $63k 207.00 304.71
Haleon Plc Spon Ads Adr (HLN) 0.0 $63k 7.4k 8.49
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $61k 1.4k 42.80
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $60k 254.00 235.79
Agnico Eagle Mines Stock (AEM) 0.0 $60k 1.0k 59.65
Paypal Hldgs Stock (PYPL) 0.0 $59k 884.00 66.99
Verisk Analytics Stock (VRSK) 0.0 $59k 250.00 235.73
Ishares Select Dividend Etf Etf (DVY) 0.0 $59k 478.00 123.18
Ishares National Muni Bond Etf Etf (MUB) 0.0 $58k 536.00 107.70
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $57k 980.00 58.59
Hewlett Packard Enterprise Stock (HPE) 0.0 $57k 3.2k 17.73
Ishares Agency Bond Etf Etf (AGZ) 0.0 $57k 524.00 108.14
S&p Global Stock (SPGI) 0.0 $57k 133.00 425.45
Starbucks Corp Stock (SBUX) 0.0 $56k 610.00 91.39
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $56k 100.00 556.40
Parker-hannifin Corp Stock (PH) 0.0 $56k 100.00 555.79
Cintas Corp Stock (CTAS) 0.0 $55k 80.00 687.02
Constellation Brands Inc Cl A Stock (STZ) 0.0 $54k 200.00 271.76
Ppg Inds Stock (PPG) 0.0 $54k 371.00 144.90
Ishares Tips Bond Etf Etf (TIP) 0.0 $54k 500.00 107.41
Fastenal Stock (FAST) 0.0 $54k 696.00 77.14
Dollar Tree Stock (DLTR) 0.0 $53k 400.00 133.15
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $52k 400.00 130.73
Pnc Finl Svcs Group Stock (PNC) 0.0 $51k 315.00 161.60
Kimberly-clark Corp Stock (KMB) 0.0 $50k 387.00 129.35
Lakeland Finl Corp Stock (LKFN) 0.0 $50k 750.00 66.32
Broadcom Stock (AVGO) 0.0 $49k 37.00 1325.41
Principal Financial Group Stock (PFG) 0.0 $48k 559.00 86.31
Bank New York Mellon Corp Stock (BK) 0.0 $48k 833.00 57.62
Vanguard Extended Duration Treasury Etf Etf (EDV) 0.0 $46k 600.00 76.60
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $46k 566.00 80.63
Ameriprise Finl Stock (AMP) 0.0 $44k 100.00 438.44
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $44k 362.00 120.99
Intuitive Surgical Stock (ISRG) 0.0 $43k 108.00 399.09
Worthington Stl Stock (WS) 0.0 $43k 1.2k 35.85
Newmont Corp Stock (NEM) 0.0 $43k 1.2k 35.84
Csx Corp Stock (CSX) 0.0 $42k 1.1k 37.07
Adobe Stock (ADBE) 0.0 $41k 82.00 504.60
Wolfspeed Stock (WOLF) 0.0 $41k 1.4k 29.50
Loews Corp Stock (L) 0.0 $40k 513.00 78.29
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $40k 406.00 97.94
Bar Hbr Bankshares Stock (BHB) 0.0 $40k 1.5k 26.48
Sonoco Prods Stock (SON) 0.0 $39k 675.00 57.84
Cdw Corp Stock (CDW) 0.0 $38k 150.00 255.78
Vaneck Short Muni Etf Etf (SMB) 0.0 $38k 2.2k 17.02
Vanguard Utilities Etf Etf (VPU) 0.0 $37k 258.00 142.58
Arrow Finl Corp Stock (AROW) 0.0 $37k 1.5k 25.02
Fortrea Hldgs Stock (FTRE) 0.0 $35k 859.00 40.14
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $32k 125.00 259.51
Middleby Corp Stock (MIDD) 0.0 $32k 200.00 160.79
Vanguard Information Technology Etf Etf (VGT) 0.0 $32k 60.00 524.33
Chubb Stock (CB) 0.0 $31k 120.00 259.13
Doordash Inc Cl A Stock (DASH) 0.0 $31k 225.00 137.72
Blackstone Stock (BX) 0.0 $31k 234.00 131.37
Motorola Solutions Stock (MSI) 0.0 $30k 85.00 354.98
United States Copper Index Fund Etf (CPER) 0.0 $30k 1.2k 25.12
Meta Platforms Inc Cl A Stock (META) 0.0 $29k 60.00 486.07
Spotify Technology S A Stock (SPOT) 0.0 $29k 110.00 263.90
Blackrock Stock (BLK) 0.0 $28k 34.00 833.71
Horace Mann Educators Corp Stock (HMN) 0.0 $28k 760.00 36.99
Inari Med Stock (NARI) 0.0 $27k 568.00 47.98
Blackrock Core Bd Tr Shs Ben Int Cef (BHK) 0.0 $27k 2.5k 10.80
Pgim High Yield Bond Fund Cef (ISD) 0.0 $26k 2.0k 12.99
Trane Technologies Stock (TT) 0.0 $26k 86.00 300.20
Barrick Gold Corp Stock (GOLD) 0.0 $25k 1.5k 16.64
Tjx Cos Stock (TJX) 0.0 $25k 242.00 101.42
Twilio Inc Cl A Stock (TWLO) 0.0 $25k 400.00 61.15
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $24k 69.00 346.61
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $23k 252.00 92.72
Highwoods Pptys Reit (HIW) 0.0 $23k 890.00 26.18
Shopify Inc Cl A Stock (SHOP) 0.0 $23k 300.00 77.17
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $22k 439.00 48.99
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $21k 450.00 46.40
Analog Devices Stock (ADI) 0.0 $21k 105.00 197.79
Veralto Corp Stock (VLTO) 0.0 $21k 231.00 88.66
Elevance Health Stock (ELV) 0.0 $20k 39.00 518.54
Elme Communities Sh Ben Int Reit (ELME) 0.0 $20k 1.5k 13.92
Vital Farms Stock (VITL) 0.0 $19k 805.00 23.25
Southern Stock (SO) 0.0 $18k 250.00 71.74
Innovative Indl Pptys Reit (IIPR) 0.0 $18k 171.00 103.69
Marsh & Mclennan Cos Stock (MMC) 0.0 $18k 85.00 205.98
Republic Svcs Stock (RSG) 0.0 $17k 90.00 191.44
Aon Plc Shs Cl A Stock (AON) 0.0 $17k 51.00 333.73
Otis Worldwide Corp Stock (OTIS) 0.0 $16k 164.00 99.27
Honeywell Intl Stock (HON) 0.0 $16k 78.00 205.26
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $16k 96.00 164.96
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $16k 30.00 525.73
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $16k 343.00 45.59
State Str Corp Stock (STT) 0.0 $16k 200.00 77.32
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $15k 162.00 94.38
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $15k 260.00 58.68
Livewire Group Stock (LVWR) 0.0 $15k 2.1k 7.23
Vanguard Total Bond Market Etf Etf (BND) 0.0 $15k 209.00 72.63
Lululemon Athletica Stock (LULU) 0.0 $14k 36.00 390.64
Tesla Stock (TSLA) 0.0 $14k 80.00 175.79
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $14k 200.00 70.00
Tenet Healthcare Corp Stock (THC) 0.0 $14k 131.00 105.11
Union Bankshares Stock (UNB) 0.0 $14k 450.00 30.50
Hunt J B Trans Svcs Stock (JBHT) 0.0 $13k 67.00 199.25
Occidental Pete Corp Stock (OXY) 0.0 $13k 200.00 64.99
Oneok Stock (OKE) 0.0 $12k 155.00 80.17
Eastern Bankshares Stock (EBC) 0.0 $12k 900.00 13.78
Progressive Corp Stock (PGR) 0.0 $12k 58.00 206.83
Deere & Co Stock (DE) 0.0 $12k 29.00 410.72
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $11k 51.00 216.71
Constellation Energy Corp Stock (CEG) 0.0 $11k 58.00 184.84
Iqvia Hldgs Stock (IQV) 0.0 $11k 42.00 252.88
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $11k 40.00 265.12
Cousins Pptys Reit (CUZ) 0.0 $9.9k 410.00 24.04
Vanguard Large-cap Etf Etf (VV) 0.0 $9.6k 40.00 239.75
Etsy Stock (ETSY) 0.0 $9.5k 138.00 68.72
BP Adr (BP) 0.0 $9.4k 250.00 37.68
Phillips 66 Stock (PSX) 0.0 $9.0k 55.00 163.35
Alaska Air Group Stock (ALK) 0.0 $8.6k 200.00 42.99
Ally Finl Stock (ALLY) 0.0 $8.1k 200.00 40.59
Kyndryl Hldgs Stock (KD) 0.0 $8.0k 366.00 21.76
Beyond Meat Stock (BYND) 0.0 $7.7k 930.00 8.28
Ormat Technologies Stock (ORA) 0.0 $7.6k 115.00 66.19
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $7.5k 115.00 65.37
Aramark Stock (ARMK) 0.0 $7.3k 225.00 32.58
Masimo Corp Stock (MASI) 0.0 $7.2k 49.00 146.86
Wiley John & Sons Inc Cl A Stock (WLY) 0.0 $6.9k 180.00 38.13
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $6.8k 410.00 16.61
Exelon Corp Stock (EXC) 0.0 $6.5k 174.00 37.57
Block Inc Cl A Stock (SQ) 0.0 $5.9k 70.00 84.59
Mfs Spl Value Tr Sh Ben Int Cef 0.0 $5.9k 1.3k 4.45
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $5.8k 326.00 17.74
Advanced Micro Devices Stock (AMD) 0.0 $5.8k 32.00 180.50
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $5.4k 55.00 98.40
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $4.9k 30.00 164.37
Workday Inc Cl A Stock (WDAY) 0.0 $4.9k 18.00 272.78
Atlassian Corporation Cl A Stock (TEAM) 0.0 $4.9k 25.00 195.12
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) 0.0 $4.7k 105.00 44.40
Netflix Stock (NFLX) 0.0 $4.3k 7.00 607.29
Ishares Mbs Etf Etf (MBB) 0.0 $4.3k 46.00 92.41
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $3.5k 42.00 84.43
Criteo S A Spons Ads Adr (CRTO) 0.0 $3.5k 100.00 35.07
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.5k 100.00 34.74
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $3.4k 18.00 186.83
Fastly Inc Cl A Stock (FSLY) 0.0 $3.2k 250.00 12.97
Snowflake Inc Cl A Stock (SNOW) 0.0 $3.2k 20.00 161.60
Viatris Stock (VTRS) 0.0 $3.0k 250.00 11.94
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $2.9k 28.00 103.79
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.9k 53.00 54.40
Ishares U.s. Technology Etf Etf (IYW) 0.0 $2.3k 17.00 135.06
Gen Digital Stock (GEN) 0.0 $2.2k 100.00 22.40
Vestis Corporation Stock (VSTS) 0.0 $2.1k 111.00 19.31
Blackrock Flexible Income Etf Etf (BINC) 0.0 $1.8k 34.00 52.47
Metlife Stock (MET) 0.0 $1.6k 22.00 74.09
Southwest Airls Stock (LUV) 0.0 $1.5k 50.00 29.20
Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $1.5k 148.00 9.80
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $1.4k 25.00 57.56
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $1.4k 41.00 34.88
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.2k 110.00 10.95
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $1.1k 12.00 89.67
Sanofi Adr (SNY) 0.0 $972.000000 20.00 48.60
Symbotic Inc Class A Stock (SYM) 0.0 $900.000000 20.00 45.00
General Mtrs Stock (GM) 0.0 $815.999400 18.00 45.33
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $779.999400 18.00 43.33
Tilray Brands Stock (TLRY) 0.0 $741.000000 300.00 2.47
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $740.001500 85.00 8.71
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $671.000200 13.00 51.62
Ishares Global Energy Etf Etf (IXC) 0.0 $601.000400 14.00 42.93
Growgeneration Corp Stock (GRWG) 0.0 $572.000000 200.00 2.86
SNDL Stock (SNDL) 0.0 $444.999000 222.00 2.00
Solaredge Technologies Stock (SEDG) 0.0 $355.000000 5.00 71.00
Workhorse Group Stock 0.0 $47.000000 200.00 0.23
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $12.000000 50.00 0.24
Conocophillips Stock (COP) 0.0 $0 0 0.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 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