Clean Yield Group as of Dec. 31, 2024
Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 458 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 8.4 | $26M | 105k | 250.42 | |
| Sprouts Fmrs Mkt Stock (SFM) | 3.6 | $11M | 89k | 127.07 | |
| Nvidia Corporation Stock (NVDA) | 3.3 | $10M | 78k | 134.29 | |
| Broadcom Stock (AVGO) | 3.2 | $10M | 44k | 231.84 | |
| Unilever Adr (UL) | 2.6 | $8.2M | 145k | 56.70 | |
| American Wtr Wks Stock (AWK) | 2.5 | $8.0M | 64k | 124.49 | |
| Salesforce Stock (CRM) | 2.5 | $7.8M | 23k | 334.33 | |
| Cisco Sys Stock (CSCO) | 2.3 | $7.2M | 122k | 59.20 | |
| GSK Adr (GSK) | 2.2 | $6.8M | 200k | 33.82 | |
| Automatic Data Processing Stock (ADP) | 1.9 | $6.0M | 21k | 292.73 | |
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.8 | $5.8M | 76k | 76.24 | |
| Microsoft Corp Stock (MSFT) | 1.8 | $5.7M | 14k | 421.48 | |
| Healthpeak Properties Reit (DOC) | 1.7 | $5.3M | 262k | 20.27 | |
| Ha Sustainable Infra Cap Reit (HASI) | 1.6 | $5.1M | 191k | 26.83 | |
| First Solar Stock (FSLR) | 1.5 | $4.8M | 28k | 176.24 | |
| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.5 | $4.8M | 26k | 186.70 | |
| Takeda Pharmaceutical Adr (TAK) | 1.5 | $4.8M | 360k | 13.24 | |
| International Business Machs Stock (IBM) | 1.5 | $4.7M | 22k | 219.83 | |
| Smith & Nephew Plc Spdn Adr (SNN) | 1.5 | $4.6M | 186k | 24.58 | |
| Ferguson Enterprises Stock (FERG) | 1.4 | $4.5M | 26k | 173.57 | |
| Camden Natl Corp Stock (CAC) | 1.4 | $4.5M | 105k | 42.74 | |
| Servicenow Stock (NOW) | 1.3 | $4.2M | 3.9k | 1060.12 | |
| Ross Stores Stock (ROST) | 1.3 | $4.0M | 27k | 151.27 | |
| Amalgamated Financial Corp Stock (AMAL) | 1.3 | $4.0M | 119k | 33.47 | |
| Quest Diagnostics Stock (DGX) | 1.3 | $4.0M | 26k | 150.86 | |
| Henry Jack & Assoc Stock (JKHY) | 1.3 | $4.0M | 23k | 175.30 | |
| Arista Networks Stock (ANET) | 1.2 | $3.9M | 35k | 110.53 | |
| Asml Holding N V N Y Registry Adr (ASML) | 1.2 | $3.8M | 5.5k | 693.08 | |
| Chipotle Mexican Grill Stock (CMG) | 1.2 | $3.8M | 63k | 60.30 | |
| Sjw Group Stock (HTO) | 1.2 | $3.7M | 75k | 49.22 | |
| Hubbell Stock (HUBB) | 1.1 | $3.5M | 8.4k | 418.89 | |
| Veeva Sys Inc Cl A Stock (VEEV) | 1.1 | $3.5M | 17k | 210.25 | |
| Vodafone Group Adr (VOD) | 1.0 | $3.3M | 389k | 8.49 | |
| Hologic Stock (HOLX) | 1.0 | $3.3M | 46k | 72.09 | |
| Procter And Gamble Stock (PG) | 1.0 | $3.2M | 19k | 167.65 | |
| Johnson & Johnson Stock (JNJ) | 1.0 | $3.2M | 22k | 144.62 | |
| Lululemon Athletica Stock (LULU) | 0.9 | $2.9M | 7.7k | 382.41 | |
| Telus Corporation Stock (TU) | 0.9 | $2.9M | 217k | 13.56 | |
| Novo-nordisk A S Adr (NVO) | 0.9 | $2.9M | 34k | 86.02 | |
| Eli Lilly & Co Stock (LLY) | 0.9 | $2.8M | 3.7k | 772.00 | |
| Stag Indl Reit (STAG) | 0.8 | $2.6M | 77k | 33.82 | |
| Ameresco Inc Cl A Stock (AMRC) | 0.8 | $2.5M | 106k | 23.48 | |
| Agco Corp Stock (AGCO) | 0.8 | $2.4M | 26k | 93.48 | |
| Vital Farms Stock (VITL) | 0.7 | $2.2M | 58k | 37.69 | |
| Intuit Stock (INTU) | 0.7 | $2.2M | 3.5k | 628.50 | |
| Illinois Tool Wks Stock (ITW) | 0.7 | $2.2M | 8.6k | 253.56 | |
| Nokia Corp Adr (NOK) | 0.7 | $2.1M | 483k | 4.43 | |
| Wabtec Stock (WAB) | 0.7 | $2.1M | 11k | 189.59 | |
| Colgate Palmolive Stock (CL) | 0.6 | $1.9M | 21k | 90.91 | |
| General Mls Stock (GIS) | 0.6 | $1.9M | 29k | 63.77 | |
| Alphabet Class A Stock (GOOGL) | 0.6 | $1.8M | 9.7k | 189.30 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.6 | $1.8M | 15k | 126.10 | |
| Expeditors Intl Wash Stock (EXPD) | 0.6 | $1.8M | 16k | 110.77 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.6 | $1.7M | 3.0k | 586.08 | |
| Pepsico Stock (PEP) | 0.5 | $1.7M | 11k | 152.06 | |
| Organon & Co Stock (OGN) | 0.5 | $1.7M | 113k | 14.92 | |
| Home Depot Stock (HD) | 0.5 | $1.7M | 4.3k | 388.99 | |
| Stryker Corporation Stock (SYK) | 0.5 | $1.7M | 4.6k | 360.05 | |
| Netflix Stock (NFLX) | 0.5 | $1.6M | 1.8k | 891.32 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $1.6M | 3.6k | 453.28 | |
| Amgen Stock (AMGN) | 0.5 | $1.6M | 6.0k | 260.64 | |
| Thermo Fisher Scientific Stock (TMO) | 0.5 | $1.5M | 2.8k | 520.25 | |
| Becton Dickinson & Co Stock (BDX) | 0.4 | $1.4M | 6.0k | 226.87 | |
| Kadant Stock (KAI) | 0.4 | $1.2M | 3.3k | 344.99 | |
| Merck & Co Stock (MRK) | 0.4 | $1.1M | 12k | 99.48 | |
| Us Bancorp Del Stock (USB) | 0.4 | $1.1M | 24k | 47.83 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $1.1M | 5.8k | 190.44 | |
| Vaneck Green Bond Etf Etf (GRNB) | 0.3 | $1.0M | 42k | 23.70 | |
| Trimble Stock (TRMB) | 0.3 | $983k | 14k | 70.66 | |
| Columbia Bkg Sys Stock (COLB) | 0.3 | $956k | 35k | 27.01 | |
| Unitedhealth Group Stock (UNH) | 0.3 | $928k | 1.8k | 505.86 | |
| American Express Stock (AXP) | 0.3 | $919k | 3.1k | 296.79 | |
| Abbvie Stock (ABBV) | 0.3 | $803k | 4.5k | 177.70 | |
| Schwab Charles Corp Stock (SCHW) | 0.2 | $731k | 9.9k | 74.01 | |
| Abbott Labs Stock (ABT) | 0.2 | $722k | 6.4k | 113.11 | |
| Oreilly Automotive Stock (ORLY) | 0.2 | $704k | 594.00 | 1185.80 | |
| Hingham Instn Svgs Mass Stock (HIFS) | 0.2 | $658k | 2.6k | 254.14 | |
| Costco Whsl Corp Stock (COST) | 0.2 | $646k | 705.00 | 916.29 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $625k | 1.2k | 526.57 | |
| Smucker J M Stock (SJM) | 0.2 | $608k | 5.5k | 110.12 | |
| Aflac Stock (AFL) | 0.2 | $593k | 5.7k | 103.44 | |
| Disney Walt Stock (DIS) | 0.2 | $589k | 5.3k | 111.35 | |
| Agilent Technologies Stock (A) | 0.2 | $581k | 4.3k | 134.34 | |
| Nextera Energy Stock (NEE) | 0.2 | $571k | 8.0k | 71.69 | |
| Paychex Stock (PAYX) | 0.2 | $568k | 4.1k | 140.22 | |
| Texas Instrs Stock (TXN) | 0.2 | $555k | 3.0k | 187.51 | |
| Tractor Supply Stock (TSCO) | 0.2 | $538k | 10k | 53.06 | |
| California Wtr Svc Group Stock (CWT) | 0.2 | $521k | 12k | 45.33 | |
| Ge Aerospace Stock (GE) | 0.2 | $519k | 3.1k | 166.79 | |
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $511k | 1.0k | 511.23 | |
| Helios Technologies Stock (HLIO) | 0.2 | $490k | 11k | 44.64 | |
| Essential Utils Stock (WTRG) | 0.2 | $482k | 13k | 36.32 | |
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 0.2 | $478k | 29k | 16.78 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $468k | 2.0k | 239.71 | |
| Amazon Stock (AMZN) | 0.1 | $466k | 2.1k | 219.39 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $422k | 3.9k | 107.57 | |
| Healthcare Rlty Tr Cl A Reit (HR) | 0.1 | $400k | 24k | 16.95 | |
| Lowes Cos Stock (LOW) | 0.1 | $395k | 1.6k | 246.80 | |
| Astrazeneca Adr (AZN) | 0.1 | $387k | 5.9k | 65.52 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $380k | 1.3k | 289.89 | |
| Keysight Technologies Stock (KEYS) | 0.1 | $378k | 2.4k | 160.63 | |
| 3M Stock (MMM) | 0.1 | $375k | 2.9k | 129.09 | |
| Walmart Stock (WMT) | 0.1 | $371k | 4.1k | 90.35 | |
| Pfizer Stock (PFE) | 0.1 | $369k | 14k | 26.53 | |
| Middlesex Wtr Stock (MSEX) | 0.1 | $365k | 6.9k | 52.63 | |
| Sysco Corp Stock (SYY) | 0.1 | $362k | 4.7k | 76.47 | |
| Coca Cola Stock (KO) | 0.1 | $360k | 5.8k | 62.25 | |
| Target Corp Stock (TGT) | 0.1 | $359k | 2.7k | 135.18 | |
| Waters Corp Stock (WAT) | 0.1 | $327k | 880.00 | 370.98 | |
| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $325k | 1.6k | 203.30 | |
| Iron Mtn Inc Del Reit (IRM) | 0.1 | $320k | 3.0k | 105.11 | |
| Prologis Reit (PLD) | 0.1 | $306k | 2.9k | 105.70 | |
| Verizon Communications Stock (VZ) | 0.1 | $304k | 7.6k | 39.99 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $296k | 738.00 | 401.58 | |
| The Cigna Group Stock (CI) | 0.1 | $288k | 1.0k | 276.14 | |
| Air Prods & Chems Stock (APD) | 0.1 | $283k | 977.00 | 290.04 | |
| Mettler Toledo International Stock (MTD) | 0.1 | $278k | 227.00 | 1223.68 | |
| Amphenol Corp New Cl A Stock (APH) | 0.1 | $270k | 3.9k | 69.45 | |
| Oracle Corp Stock (ORCL) | 0.1 | $266k | 1.6k | 166.63 | |
| Renaissancere Hldgs Stock (RNR) | 0.1 | $264k | 1.1k | 248.81 | |
| Church & Dwight Stock (CHD) | 0.1 | $263k | 2.5k | 104.71 | |
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $256k | 5.7k | 45.34 | |
| Ge Vernova Stock (GEV) | 0.1 | $256k | 779.00 | 328.93 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $255k | 6.8k | 37.53 | |
| Genuine Parts Stock (GPC) | 0.1 | $247k | 2.1k | 116.76 | |
| Ansys Stock (ANSS) | 0.1 | $224k | 663.00 | 337.33 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $221k | 952.00 | 232.52 | |
| Union Pac Corp Stock (UNP) | 0.1 | $217k | 950.00 | 228.04 | |
| Visa Inc Com Cl A Stock (V) | 0.1 | $215k | 679.00 | 316.04 | |
| Danaher Corporation Stock (DHR) | 0.1 | $214k | 932.00 | 229.55 | |
| Acuity Brands Stock (AYI) | 0.1 | $207k | 710.00 | 292.13 | |
| Spdr Gold Shares Etf (GLD) | 0.1 | $200k | 826.00 | 242.13 | |
| Labcorp Holdings Stock (LH) | 0.1 | $197k | 859.00 | 229.32 | |
| Mid-amer Apt Cmntys Reit (MAA) | 0.1 | $193k | 1.2k | 154.57 | |
| Moodys Corp Stock (MCO) | 0.1 | $190k | 402.00 | 473.37 | |
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $190k | 718.00 | 264.13 | |
| Mckesson Corp Stock (MCK) | 0.1 | $189k | 332.00 | 569.91 | |
| Fedex Corp Stock (FDX) | 0.1 | $184k | 655.00 | 281.33 | |
| Bristol-myers Squibb Stock (BMY) | 0.1 | $183k | 3.2k | 56.56 | |
| Hershey Stock (HSY) | 0.1 | $169k | 1.0k | 169.35 | |
| Sherwin Williams Stock (SHW) | 0.1 | $167k | 491.00 | 339.93 | |
| Intel Corp Stock (INTC) | 0.1 | $166k | 8.3k | 20.05 | |
| Vanguard Growth Etf Etf (VUG) | 0.1 | $166k | 404.00 | 410.74 | |
| Rtx Corporation Stock (RTX) | 0.1 | $165k | 1.4k | 115.72 | |
| At&t Stock (T) | 0.1 | $162k | 7.1k | 22.77 | |
| Travelers Companies Stock (TRV) | 0.1 | $162k | 671.00 | 240.89 | |
| Emerson Elec Stock (EMR) | 0.1 | $159k | 1.3k | 123.93 | |
| Corning Stock (GLW) | 0.0 | $157k | 3.3k | 47.52 | |
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $152k | 4.5k | 33.91 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $152k | 751.00 | 201.79 | |
| Carmax Stock (KMX) | 0.0 | $149k | 1.8k | 81.76 | |
| Fifth Third Bancorp Stock (FITB) | 0.0 | $149k | 3.5k | 42.28 | |
| Msci Stock (MSCI) | 0.0 | $147k | 245.00 | 600.01 | |
| Carrier Global Corporation Stock (CARR) | 0.0 | $135k | 2.0k | 68.26 | |
| Tjx Cos Stock (TJX) | 0.0 | $133k | 1.1k | 120.81 | |
| Norfolk Southn Corp Stock (NSC) | 0.0 | $129k | 550.00 | 234.70 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $129k | 454.00 | 283.85 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $127k | 315.00 | 402.70 | |
| Curtiss Wright Corp Stock (CW) | 0.0 | $124k | 350.00 | 354.87 | |
| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $124k | 11k | 11.28 | |
| Chevron Corp Stock (CVX) | 0.0 | $122k | 843.00 | 144.84 | |
| Dover Corp Stock (DOV) | 0.0 | $119k | 633.00 | 187.60 | |
| Tennant Stock (TNC) | 0.0 | $115k | 1.4k | 81.52 | |
| Weyerhaeuser Co Mtn Be Reit (WY) | 0.0 | $115k | 4.1k | 28.15 | |
| Cencora Stock (COR) | 0.0 | $114k | 508.00 | 224.68 | |
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $114k | 1.1k | 99.54 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $111k | 500.00 | 220.96 | |
| HP Stock (HPQ) | 0.0 | $109k | 3.4k | 32.63 | |
| Masco Corp Stock (MAS) | 0.0 | $109k | 1.5k | 72.57 | |
| Alcon Ag Ord Stock (ALC) | 0.0 | $107k | 1.3k | 84.89 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $106k | 650.00 | 162.93 | |
| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $106k | 300.00 | 352.84 | |
| Grainger W W Stock (GWW) | 0.0 | $105k | 100.00 | 1054.05 | |
| Xylem Stock (XYL) | 0.0 | $105k | 902.00 | 116.02 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $102k | 365.00 | 278.94 | |
| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $101k | 6.7k | 15.15 | |
| Microchip Technology Stock (MCHP) | 0.0 | $99k | 1.7k | 57.35 | |
| Neogen Corp Stock (NEOG) | 0.0 | $98k | 8.1k | 12.14 | |
| Vanguard Value Etf Etf (VTV) | 0.0 | $97k | 575.00 | 169.30 | |
| Palo Alto Networks Stock (PANW) | 0.0 | $97k | 534.00 | 181.96 | |
| Avery Dennison Corp Stock (AVY) | 0.0 | $94k | 504.00 | 187.13 | |
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $92k | 3.6k | 25.58 | |
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $92k | 1.2k | 77.27 | |
| Yum Brands Stock (YUM) | 0.0 | $91k | 680.00 | 134.16 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $91k | 1.2k | 75.69 | |
| Wells Fargo Stock (WFC) | 0.0 | $90k | 1.3k | 70.24 | |
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $90k | 2.1k | 42.75 | |
| Wex Stock (WEX) | 0.0 | $88k | 500.00 | 175.32 | |
| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $87k | 6.4k | 13.58 | |
| Global X Silver Miners Etf Etf (SIL) | 0.0 | $87k | 2.7k | 31.77 | |
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $83k | 1.1k | 75.63 | |
| Roper Technologies Stock (ROP) | 0.0 | $82k | 158.00 | 519.85 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $81k | 421.00 | 192.85 | |
| Bank New York Mellon Corp Stock (BK) | 0.0 | $81k | 1.1k | 76.83 | |
| Qualcomm Stock (QCOM) | 0.0 | $80k | 519.00 | 153.62 | |
| Caterpillar Stock (CAT) | 0.0 | $79k | 218.00 | 362.76 | |
| Idacorp Stock (IDA) | 0.0 | $77k | 700.00 | 109.28 | |
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $76k | 300.00 | 253.69 | |
| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $76k | 207.00 | 366.06 | |
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $75k | 1.0k | 74.03 | |
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $74k | 3.5k | 21.35 | |
| Eaton Corp Stock (ETN) | 0.0 | $74k | 223.00 | 331.87 | |
| S&p Global Stock (SPGI) | 0.0 | $73k | 146.00 | 498.03 | |
| Wec Energy Group Stock (WEC) | 0.0 | $72k | 770.00 | 94.04 | |
| Factset Resh Sys Stock (FDS) | 0.0 | $72k | 150.00 | 480.28 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $71k | 1.6k | 44.04 | |
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $70k | 650.00 | 108.00 | |
| Ebay Stock (EBAY) | 0.0 | $69k | 1.1k | 61.95 | |
| Eastman Chem Stock (EMN) | 0.0 | $69k | 755.00 | 91.32 | |
| Verisk Analytics Stock (VRSK) | 0.0 | $69k | 250.00 | 275.43 | |
| Uber Technologies Stock (UBER) | 0.0 | $68k | 1.1k | 60.32 | |
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $66k | 847.00 | 78.18 | |
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $65k | 254.00 | 253.75 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $63k | 550.00 | 115.22 | |
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $62k | 683.00 | 91.43 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $62k | 316.00 | 197.49 | |
| Price T Rowe Group Stock (TROW) | 0.0 | $62k | 551.00 | 113.09 | |
| Paypal Hldgs Stock (PYPL) | 0.0 | $61k | 718.00 | 85.35 | |
| Ameriprise Finl Stock (AMP) | 0.0 | $59k | 110.00 | 532.43 | |
| Cintas Corp Stock (CTAS) | 0.0 | $59k | 320.00 | 182.70 | |
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $57k | 100.00 | 569.58 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $53k | 500.00 | 106.55 | |
| Nike Inc Cl B Stock (NKE) | 0.0 | $53k | 700.00 | 75.67 | |
| Chubb Stock (CB) | 0.0 | $53k | 191.00 | 276.30 | |
| Cvs Health Corp Stock (CVS) | 0.0 | $51k | 1.1k | 44.89 | |
| Canadian Natl Ry Stock (CNI) | 0.0 | $51k | 500.00 | 101.51 | |
| Cme Group Stock (CME) | 0.0 | $50k | 216.00 | 232.23 | |
| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $50k | 1.8k | 28.61 | |
| Spotify Technology S A Stock (SPOT) | 0.0 | $49k | 110.00 | 447.38 | |
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $49k | 840.00 | 58.35 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $48k | 454.00 | 106.59 | |
| Tesla Stock (TSLA) | 0.0 | $48k | 118.00 | 403.84 | |
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $46k | 1.7k | 27.32 | |
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $46k | 1.5k | 30.58 | |
| Super Micro Computer Stock (SMCI) | 0.0 | $46k | 1.5k | 30.48 | |
| Kemper Corp Stock (KMPR) | 0.0 | $45k | 675.00 | 66.44 | |
| Ppg Inds Stock (PPG) | 0.0 | $44k | 371.00 | 119.45 | |
| Fiserv Stock (FI) | 0.0 | $44k | 214.00 | 205.42 | |
| Principal Financial Group Stock (PFG) | 0.0 | $43k | 559.00 | 77.41 | |
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $43k | 400.00 | 108.08 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $43k | 328.00 | 131.29 | |
| Solventum Corp Stock (SOLV) | 0.0 | $43k | 650.00 | 66.06 | |
| Arrow Finl Corp Stock (AROW) | 0.0 | $42k | 1.5k | 28.71 | |
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $41k | 384.00 | 105.63 | |
| Sun Life Financial Stock (SLF) | 0.0 | $40k | 676.00 | 59.34 | |
| Thomson Reuters Corp Stock (TRI) | 0.0 | $39k | 245.00 | 160.38 | |
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $39k | 364.00 | 106.33 | |
| Cognex Corp Stock (CGNX) | 0.0 | $38k | 1.1k | 35.86 | |
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $38k | 440.00 | 87.33 | |
| International Flavors&fragranc Stock (IFF) | 0.0 | $38k | 453.00 | 84.55 | |
| Worthington Stl Stock (WS) | 0.0 | $38k | 1.2k | 31.82 | |
| Worthington Enterprises Stock (WOR) | 0.0 | $38k | 950.00 | 40.11 | |
| Starbucks Corp Stock (SBUX) | 0.0 | $38k | 416.00 | 91.25 | |
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $38k | 2.2k | 17.09 | |
| Doordash Inc Cl A Stock (DASH) | 0.0 | $38k | 225.00 | 167.75 | |
| Walgreens Boots Alliance Stock | 0.0 | $37k | 4.0k | 9.33 | |
| Novartis Adr (NVS) | 0.0 | $36k | 374.00 | 97.31 | |
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $36k | 125.00 | 289.39 | |
| Williams Sonoma Stock (WSM) | 0.0 | $36k | 192.00 | 185.18 | |
| Lucid Group Stock | 0.0 | $35k | 12k | 3.02 | |
| Loews Corp Stock (L) | 0.0 | $35k | 413.00 | 84.69 | |
| Blackrock Stock (BLK) | 0.0 | $35k | 34.00 | 1025.12 | |
| Trane Technologies Stock (TT) | 0.0 | $34k | 93.00 | 369.35 | |
| Kimberly-clark Corp Stock (KMB) | 0.0 | $34k | 262.00 | 131.04 | |
| Csx Corp Stock (CSX) | 0.0 | $33k | 1.0k | 32.27 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $33k | 150.00 | 221.00 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $32k | 50.00 | 636.04 | |
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $32k | 54.00 | 585.52 | |
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $31k | 279.00 | 109.40 | |
| United States Copper Index Fund Etf (CPER) | 0.0 | $30k | 1.2k | 25.16 | |
| Dollar Tree Stock (DLTR) | 0.0 | $30k | 400.00 | 74.94 | |
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $30k | 760.00 | 39.23 | |
| Inari Med Stock | 0.0 | $29k | 568.00 | 51.05 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $28k | 54.00 | 521.96 | |
| Utah Med Prods Stock (UTMD) | 0.0 | $28k | 450.00 | 61.47 | |
| Middleby Corp Stock (MIDD) | 0.0 | $27k | 200.00 | 135.45 | |
| Adobe Stock (ADBE) | 0.0 | $27k | 60.00 | 444.68 | |
| Global X Mlp & Energy Infrastructure Etf Etf (MLPX) | 0.0 | $27k | 439.00 | 60.56 | |
| Applied Matls Stock (AMAT) | 0.0 | $26k | 161.00 | 162.63 | |
| Fastenal Stock (FAST) | 0.0 | $25k | 348.00 | 71.91 | |
| Digital Rlty Tr Reit (DLR) | 0.0 | $25k | 141.00 | 177.33 | |
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $24k | 210.00 | 115.24 | |
| State Str Corp Stock (STT) | 0.0 | $24k | 246.00 | 98.15 | |
| Veralto Corp Stock (VLTO) | 0.0 | $24k | 234.00 | 101.85 | |
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.0 | $23k | 167.00 | 139.35 | |
| Dentsply Sirona Stock (XRAY) | 0.0 | $23k | 1.2k | 18.98 | |
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $22k | 2.3k | 9.54 | |
| Analog Devices Stock (ADI) | 0.0 | $22k | 105.00 | 212.46 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $22k | 105.00 | 212.41 | |
| Infosys Adr (INFY) | 0.0 | $22k | 1.0k | 21.92 | |
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $22k | 111.00 | 195.83 | |
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $21k | 3.6k | 5.89 | |
| Blackstone Stock (BX) | 0.0 | $21k | 120.00 | 172.42 | |
| Wheaton Precious Metals Corp Stock (WPM) | 0.0 | $20k | 359.00 | 56.24 | |
| Bank Nova Scotia Halifax Stock (BNS) | 0.0 | $20k | 363.00 | 53.72 | |
| Deere & Co Stock (DE) | 0.0 | $20k | 46.00 | 423.70 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $19k | 53.00 | 351.79 | |
| Republic Svcs Stock (RSG) | 0.0 | $18k | 90.00 | 201.18 | |
| Aecom Stock (ACM) | 0.0 | $18k | 168.00 | 106.82 | |
| Ubs Group Stock (UBS) | 0.0 | $18k | 591.00 | 30.32 | |
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $18k | 134.00 | 131.29 | |
| Progressive Corp Stock (PGR) | 0.0 | $17k | 72.00 | 239.61 | |
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $17k | 608.00 | 27.87 | |
| Kb Finl Group Adr (KB) | 0.0 | $17k | 293.00 | 56.90 | |
| Eastern Bankshares Stock (EBC) | 0.0 | $16k | 900.00 | 17.25 | |
| Gilead Sciences Stock (GILD) | 0.0 | $15k | 160.00 | 92.37 | |
| Southern Stock (SO) | 0.0 | $14k | 175.00 | 82.32 | |
| Elevance Health Stock (ELV) | 0.0 | $14k | 39.00 | 368.90 | |
| Honeywell Intl Stock (HON) | 0.0 | $14k | 63.00 | 225.89 | |
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $14k | 166.00 | 85.63 | |
| Union Bankshares Stock (UNB) | 0.0 | $13k | 450.00 | 28.91 | |
| Constellation Energy Corp Stock (CEG) | 0.0 | $13k | 58.00 | 223.71 | |
| Alaska Air Group Stock (ALK) | 0.0 | $13k | 200.00 | 64.75 | |
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $13k | 96.00 | 131.41 | |
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $12k | 134.00 | 92.61 | |
| Ecolab Stock (ECL) | 0.0 | $12k | 51.00 | 234.31 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $12k | 200.00 | 59.73 | |
| Nomura Hldgs Adr (NMR) | 0.0 | $12k | 2.0k | 5.79 | |
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $12k | 173.00 | 66.56 | |
| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $11k | 67.00 | 170.66 | |
| Nasdaq Stock (NDAQ) | 0.0 | $11k | 146.00 | 77.31 | |
| Wipro Ltd Spon Adr 1 Sh Adr (WIT) | 0.0 | $11k | 3.1k | 3.54 | |
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $11k | 142.00 | 76.90 | |
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $11k | 40.00 | 269.70 | |
| Humana Stock (HUM) | 0.0 | $11k | 42.00 | 253.71 | |
| Royal Bk Cda Stock (RY) | 0.0 | $10k | 86.00 | 120.51 | |
| Livewire Group Stock (LVWR) | 0.0 | $10k | 2.1k | 4.81 | |
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $9.9k | 40.00 | 248.30 | |
| Edison Intl Stock (EIX) | 0.0 | $9.9k | 124.00 | 79.84 | |
| Occidental Pete Corp Stock (OXY) | 0.0 | $9.9k | 200.00 | 49.41 | |
| Motorola Solutions Stock (MSI) | 0.0 | $9.7k | 21.00 | 462.24 | |
| Ormat Technologies Stock (ORA) | 0.0 | $9.5k | 141.00 | 67.72 | |
| Autodesk Stock (ADSK) | 0.0 | $9.5k | 32.00 | 295.56 | |
| Conagra Brands Stock (CAG) | 0.0 | $9.0k | 325.00 | 27.75 | |
| Aramark Stock (ARMK) | 0.0 | $8.5k | 227.00 | 37.35 | |
| Sony Group Corp Adr (SONY) | 0.0 | $8.5k | 400.00 | 21.16 | |
| Jd.com Inc Spon Ads Cl A Adr (JD) | 0.0 | $8.4k | 243.00 | 34.67 | |
| Iqvia Hldgs Stock (IQV) | 0.0 | $8.3k | 42.00 | 196.50 | |
| Relx Adr (RELX) | 0.0 | $8.2k | 181.00 | 45.42 | |
| Masimo Corp Stock (MASI) | 0.0 | $8.1k | 49.00 | 165.31 | |
| Electronic Arts Stock (EA) | 0.0 | $7.8k | 53.00 | 146.30 | |
| Lincoln Elec Hldgs Stock (LECO) | 0.0 | $7.7k | 41.00 | 187.46 | |
| BP Adr (BP) | 0.0 | $7.4k | 250.00 | 29.56 | |
| Godaddy Inc Cl A Stock (GDDY) | 0.0 | $7.3k | 37.00 | 197.38 | |
| Etsy Stock (ETSY) | 0.0 | $7.3k | 138.00 | 52.89 | |
| Icici Bank Adr (IBN) | 0.0 | $7.3k | 244.00 | 29.86 | |
| Ally Finl Stock (ALLY) | 0.0 | $7.2k | 200.00 | 36.01 | |
| Cooper Cos Stock (COO) | 0.0 | $7.0k | 76.00 | 91.93 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $6.8k | 56.00 | 120.79 | |
| Kroger Stock (KR) | 0.0 | $6.6k | 108.00 | 61.15 | |
| Equinix Reit (EQIX) | 0.0 | $6.6k | 7.00 | 942.86 | |
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $6.1k | 25.00 | 243.40 | |
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $6.1k | 330.00 | 18.35 | |
| Hca Healthcare Stock (HCA) | 0.0 | $6.0k | 20.00 | 300.15 | |
| Block Inc Cl A Stock (XYZ) | 0.0 | $5.9k | 70.00 | 84.99 | |
| Idexx Labs Stock (IDXX) | 0.0 | $5.4k | 13.00 | 413.46 | |
| Associated Banc Corp Stock (ASB) | 0.0 | $5.2k | 219.00 | 23.90 | |
| Metlife Stock (MET) | 0.0 | $5.1k | 62.00 | 81.89 | |
| Darden Restaurants Stock (DRI) | 0.0 | $5.0k | 27.00 | 186.70 | |
| Allstate Corp Stock (ALL) | 0.0 | $5.0k | 26.00 | 192.81 | |
| Championx Corporation Stock (CHX) | 0.0 | $5.0k | 184.00 | 27.19 | |
| Kellanova Stock (K) | 0.0 | $4.8k | 59.00 | 80.97 | |
| Workday Inc Cl A Stock (WDAY) | 0.0 | $4.6k | 18.00 | 258.06 | |
| Bilibili Inc Spons Ads Rep Z Adr (BILI) | 0.0 | $4.5k | 251.00 | 18.11 | |
| Morgan Stanley Stock (MS) | 0.0 | $4.4k | 35.00 | 125.71 | |
| Lam Research Corp Stock (LRCX) | 0.0 | $4.3k | 60.00 | 72.23 | |
| Cadence Design System Stock (CDNS) | 0.0 | $4.2k | 14.00 | 300.43 | |
| Dt Midstream Stock (DTM) | 0.0 | $4.2k | 42.00 | 99.43 | |
| Johnson Ctls Intl Stock (JCI) | 0.0 | $4.0k | 51.00 | 78.92 | |
| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.0 | $4.0k | 339.00 | 11.72 | |
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $4.0k | 100.00 | 39.56 | |
| Block H & R Stock (HRB) | 0.0 | $3.6k | 69.00 | 52.84 | |
| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.0 | $3.6k | 250.00 | 14.49 | |
| Hasbro Stock (HAS) | 0.0 | $3.5k | 63.00 | 55.90 | |
| Avalonbay Cmntys Reit (AVB) | 0.0 | $3.5k | 16.00 | 220.00 | |
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $3.5k | 100.00 | 35.01 | |
| Alexandria Real Estate Eq Reit (ARE) | 0.0 | $3.4k | 35.00 | 97.54 | |
| PTC Stock (PTC) | 0.0 | $3.3k | 18.00 | 183.89 | |
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $3.3k | 410.00 | 7.97 | |
| Pg&e Corp Stock (PCG) | 0.0 | $3.1k | 155.00 | 20.18 | |
| Woori Finl Group Adr (WF) | 0.0 | $3.1k | 100.00 | 31.25 | |
| Synchrony Financial Stock (SYF) | 0.0 | $3.1k | 48.00 | 65.00 | |
| Viatris Stock (VTRS) | 0.0 | $3.1k | 250.00 | 12.45 | |
| Light & Wonder Stock (LNW) | 0.0 | $3.1k | 36.00 | 86.39 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $3.1k | 20.00 | 154.40 | |
| Gen Digital Stock (GEN) | 0.0 | $3.0k | 111.00 | 27.38 | |
| Goldman Sachs Group Stock (GS) | 0.0 | $2.9k | 5.00 | 572.60 | |
| Tenet Healthcare Corp Stock (THC) | 0.0 | $2.7k | 21.00 | 126.24 | |
| Highwoods Pptys Reit (HIW) | 0.0 | $2.6k | 86.00 | 30.58 | |
| Western Digital Corp Stock (WDC) | 0.0 | $2.6k | 44.00 | 59.64 | |
| Pdd Holdings Adr (PDD) | 0.0 | $2.5k | 26.00 | 97.00 | |
| Kilroy Rlty Corp Reit (KRC) | 0.0 | $2.5k | 62.00 | 40.45 | |
| Fmc Corp Stock (FMC) | 0.0 | $2.5k | 51.00 | 48.61 | |
| Bancolombia S A Spon Adr Pref Adr | 0.0 | $2.4k | 77.00 | 31.51 | |
| Huntington Bancshares Stock (HBAN) | 0.0 | $2.4k | 146.00 | 16.27 | |
| HSBC HLDGS Adr (HSBC) | 0.0 | $2.4k | 48.00 | 49.46 | |
| Fortinet Stock (FTNT) | 0.0 | $2.4k | 25.00 | 94.48 | |
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $2.4k | 250.00 | 9.44 | |
| Fidelity Natl Information Svcs Stock (FIS) | 0.0 | $2.3k | 29.00 | 80.76 | |
| Hanover Ins Group Stock (THG) | 0.0 | $2.3k | 15.00 | 154.67 | |
| New Oriental Ed & Technology G Adr (EDU) | 0.0 | $2.3k | 36.00 | 64.17 | |
| United Microelectronics Corp Adr (UMC) | 0.0 | $2.3k | 349.00 | 6.49 | |
| Pearson Adr (PSO) | 0.0 | $2.2k | 137.00 | 16.12 | |
| Kb Home Stock (KBH) | 0.0 | $2.2k | 33.00 | 65.73 | |
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $2.1k | 213.00 | 9.72 | |
| Ing Groep Adr (ING) | 0.0 | $2.1k | 132.00 | 15.67 | |
| Leidos Holdings Stock (LDOS) | 0.0 | $2.0k | 14.00 | 144.07 | |
| Synopsys Stock (SNPS) | 0.0 | $1.9k | 4.00 | 485.25 | |
| Aercap Holdings Nv Stock (AER) | 0.0 | $1.9k | 20.00 | 95.70 | |
| Unum Group Stock (UNM) | 0.0 | $1.9k | 26.00 | 73.04 | |
| Tapestry Stock (TPR) | 0.0 | $1.9k | 29.00 | 65.34 | |
| Corteva Stock (CTVA) | 0.0 | $1.9k | 33.00 | 56.97 | |
| Ishares Flexible Income Active Etf Etf (BINC) | 0.0 | $1.8k | 34.00 | 52.03 | |
| Howmet Aerospace Stock (HWM) | 0.0 | $1.8k | 16.00 | 109.38 | |
| Oshkosh Corp Stock (OSK) | 0.0 | $1.7k | 18.00 | 95.06 | |
| Vestis Corporation Stock (VSTS) | 0.0 | $1.7k | 112.00 | 15.24 | |
| Netapp Stock (NTAP) | 0.0 | $1.6k | 14.00 | 116.07 | |
| Netease Adr (NTES) | 0.0 | $1.6k | 18.00 | 89.22 | |
| Manulife Finl Corp Stock (MFC) | 0.0 | $1.6k | 52.00 | 30.71 | |
| Assured Guaranty Stock (AGO) | 0.0 | $1.5k | 17.00 | 90.00 | |
| Vert Global Sustainable Real Estate Etf Etf (VGSR) | 0.0 | $1.5k | 148.00 | 10.12 | |
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $1.5k | 110.00 | 13.30 | |
| Welltower Reit (WELL) | 0.0 | $1.4k | 11.00 | 126.00 | |
| American Intl Group Stock (AIG) | 0.0 | $1.4k | 19.00 | 72.79 | |
| Qiagen Nv Stock | 0.0 | $1.4k | 31.00 | 44.52 | |
| Prudential Finl Stock (PRU) | 0.0 | $1.3k | 11.00 | 118.55 | |
| Aci Worldwide Stock (ACIW) | 0.0 | $1.3k | 25.00 | 51.92 | |
| Grupo Aeroportuario Del Surest Spon Adr Ser B Adr (ASR) | 0.0 | $1.3k | 5.00 | 257.60 | |
| Qifu Technology Inc American Dep Adr (QFIN) | 0.0 | $1.3k | 33.00 | 38.39 | |
| Akamai Technologies Stock (AKAM) | 0.0 | $1.2k | 13.00 | 95.62 | |
| Turkcell Iletisim Hizmetleri Adr (TKC) | 0.0 | $1.1k | 173.00 | 6.51 | |
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $1.1k | 3.00 | 359.00 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $1.0k | 3.00 | 342.00 | |
| Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.0 | $983.999700 | 9.00 | 109.33 | |
| Citizens Finl Group Stock (CFG) | 0.0 | $962.999400 | 22.00 | 43.77 | |
| General Mtrs Stock (GM) | 0.0 | $959.000400 | 18.00 | 53.28 | |
| Orix Corp Adr (IX) | 0.0 | $955.999800 | 9.00 | 106.22 | |
| Extra Space Storage Reit (EXR) | 0.0 | $898.000200 | 6.00 | 149.67 | |
| Cocrystal Pharma Stock (COCP) | 0.0 | $843.983800 | 418.00 | 2.02 | |
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $822.999800 | 7.00 | 117.57 | |
| Sap Se Adr (SAP) | 0.0 | $738.999900 | 3.00 | 246.33 | |
| Advanced Drain Sys Inc Del Stock (WMS) | 0.0 | $694.000200 | 6.00 | 115.67 | |
| Topbuild Corp Stock (BLD) | 0.0 | $623.000000 | 2.00 | 311.50 | |
| Vontier Corporation Stock (VNT) | 0.0 | $620.000200 | 17.00 | 36.47 | |
| Micron Technology Stock (MU) | 0.0 | $505.000200 | 6.00 | 84.17 | |
| Symbotic Inc Class A Stock (SYM) | 0.0 | $474.000000 | 20.00 | 23.70 | |
| Tilray Brands Stock (TLRY) | 0.0 | $399.000000 | 300.00 | 1.33 | |
| SNDL Stock (SNDL) | 0.0 | $397.002600 | 222.00 | 1.79 | |
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $377.000500 | 85.00 | 4.44 | |
| Growgeneration Corp Stock (GRWG) | 0.0 | $338.000000 | 200.00 | 1.69 | |
| Beyond Meat Stock (BYND) | 0.0 | $113.001000 | 30.00 | 3.77 | |
| Solaredge Technologies Stock (SEDG) | 0.0 | $68.000000 | 5.00 | 13.60 | |
| Workhorse Group Stock | 0.0 | $7.000000 | 10.00 | 0.70 | |
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $3.000000 | 50.00 | 0.06 | |
| 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 |