Clean Yield Group as of June 30, 2025
Portfolio Holdings for Clean Yield Group
Clean Yield Group holds 408 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 6.3 | $21M | 103k | 205.17 | |
| Nvidia Corporation Stock (NVDA) | 4.3 | $15M | 92k | 157.99 | |
| Broadcom Stock (AVGO) | 3.6 | $12M | 44k | 275.65 | |
| Sprouts Fmrs Mkt Stock (SFM) | 3.6 | $12M | 73k | 164.64 | |
| American Wtr Wks Stock (AWK) | 2.6 | $8.8M | 63k | 139.11 | |
| Unilever Adr | 2.5 | $8.4M | 137k | 61.17 | |
| Cisco Sys Stock (CSCO) | 2.4 | $8.2M | 118k | 69.38 | |
| Asml Holding N V N Y Registry Adr (ASML) | 2.1 | $7.0M | 8.7k | 801.39 | |
| Microsoft Corp Stock (MSFT) | 1.9 | $6.5M | 13k | 497.40 | |
| GSK Adr (GSK) | 1.9 | $6.4M | 167k | 38.40 | |
| Salesforce Stock (CRM) | 1.9 | $6.4M | 23k | 272.69 | |
| Veeva Sys Inc Cl A Stock (VEEV) | 1.9 | $6.2M | 22k | 287.98 | |
| Automatic Data Processing Stock (ADP) | 1.8 | $6.1M | 20k | 308.40 | |
| Ferguson Enterprises Stock (FERG) | 1.8 | $5.9M | 27k | 217.75 | |
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.7 | $5.8M | 76k | 75.82 | |
| International Business Machs Stock (IBM) | 1.7 | $5.8M | 20k | 294.78 | |
| Henry Jack & Assoc Stock (JKHY) | 1.7 | $5.7M | 32k | 180.17 | |
| Stryker Corporation Stock (SYK) | 1.7 | $5.7M | 14k | 395.63 | |
| Prologis Reit (PLD) | 1.6 | $5.5M | 52k | 105.12 | |
| Arista Networks Stock (ANET) | 1.6 | $5.5M | 53k | 102.31 | |
| Check Point Software Tech Ltd Ord Stock (CHKP) | 1.6 | $5.4M | 24k | 221.25 | |
| Servicenow Stock (NOW) | 1.5 | $5.0M | 4.9k | 1028.08 | |
| Ha Sustainable Infra Cap Reit (HASI) | 1.5 | $5.0M | 187k | 26.86 | |
| Quest Diagnostics Stock (DGX) | 1.4 | $4.8M | 27k | 179.63 | |
| First Solar Stock (FSLR) | 1.4 | $4.7M | 28k | 165.54 | |
| Home Depot Stock (HD) | 1.4 | $4.6M | 13k | 366.64 | |
| Kadant Stock (KAI) | 1.3 | $4.3M | 14k | 317.45 | |
| Takeda Pharmaceutical Adr (TAK) | 1.3 | $4.3M | 275k | 15.46 | |
| Healthpeak Properties Reit (DOC) | 1.2 | $4.2M | 237k | 17.51 | |
| Camden Natl Corp Stock (CAC) | 1.2 | $4.1M | 101k | 40.58 | |
| Hubbell Stock (HUBB) | 1.2 | $4.0M | 9.8k | 408.41 | |
| Chipotle Mexican Grill Stock (CMG) | 1.2 | $3.9M | 69k | 56.15 | |
| Moodys Corp Stock (MCO) | 1.1 | $3.8M | 7.6k | 501.59 | |
| Hologic Stock (HOLX) | 1.1 | $3.8M | 59k | 65.16 | |
| Ross Stores Stock (ROST) | 1.1 | $3.6M | 28k | 127.58 | |
| Vodafone Group Adr (VOD) | 1.1 | $3.6M | 336k | 10.66 | |
| Amalgamated Financial Corp Stock (AMAL) | 1.0 | $3.2M | 104k | 31.20 | |
| Telus Corporation Stock (TU) | 0.9 | $3.2M | 197k | 16.06 | |
| Netflix Stock (NFLX) | 0.9 | $3.1M | 2.3k | 1339.13 | |
| Johnson & Johnson Stock (JNJ) | 0.9 | $3.1M | 20k | 152.75 | |
| Procter And Gamble Stock (PG) | 0.9 | $2.9M | 18k | 159.32 | |
| Valmont Inds Stock (VMI) | 0.8 | $2.8M | 8.7k | 326.57 | |
| H2o America Stock (HTO) | 0.8 | $2.8M | 53k | 51.97 | |
| Lululemon Athletica Stock (LULU) | 0.8 | $2.7M | 11k | 237.58 | |
| Eli Lilly & Co Stock (LLY) | 0.8 | $2.6M | 3.4k | 779.53 | |
| Intuit Stock (INTU) | 0.8 | $2.6M | 3.3k | 787.63 | |
| Vital Farms Stock (VITL) | 0.8 | $2.5M | 66k | 38.52 | |
| Wabtec Stock (WAB) | 0.7 | $2.5M | 12k | 209.35 | |
| Borgwarner Stock (BWA) | 0.7 | $2.3M | 68k | 33.48 | |
| Novo-nordisk A S Adr (NVO) | 0.7 | $2.2M | 32k | 69.02 | |
| Illinois Tool Wks Stock (ITW) | 0.6 | $2.1M | 8.5k | 247.25 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.5 | $1.8M | 3.0k | 617.85 | |
| Expeditors Intl Wash Stock (EXPD) | 0.5 | $1.8M | 16k | 114.25 | |
| Nokia Corp Adr (NOK) | 0.5 | $1.8M | 348k | 5.18 | |
| Ameresco Inc Cl A Stock (AMRC) | 0.5 | $1.8M | 117k | 15.19 | |
| Alphabet Class A Stock (GOOGL) | 0.5 | $1.5M | 8.7k | 176.24 | |
| Pepsico Stock (PEP) | 0.4 | $1.5M | 11k | 132.04 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.4 | $1.5M | 14k | 100.94 | |
| Amgen Stock (AMGN) | 0.4 | $1.4M | 5.1k | 279.21 | |
| Colgate Palmolive Stock (CL) | 0.4 | $1.4M | 15k | 90.90 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $1.2M | 2.4k | 485.77 | |
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $1.1M | 2.8k | 405.48 | |
| Trimble Stock (TRMB) | 0.3 | $1.1M | 14k | 75.98 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $1.0M | 5.8k | 177.38 | |
| Becton Dickinson & Co Stock (BDX) | 0.3 | $1.0M | 5.9k | 172.25 | |
| Us Bancorp Del Stock (USB) | 0.3 | $998k | 22k | 45.25 | |
| American Express Stock (AXP) | 0.3 | $987k | 3.1k | 318.98 | |
| Vaneck Green Bond Etf Etf (GRNB) | 0.3 | $941k | 39k | 24.24 | |
| Columbia Bkg Sys Stock (COLB) | 0.3 | $931k | 40k | 23.38 | |
| General Mls Stock (GIS) | 0.3 | $925k | 18k | 51.81 | |
| Schwab Charles Corp Stock (SCHW) | 0.3 | $883k | 9.7k | 91.24 | |
| Abbott Labs Stock (ABT) | 0.3 | $857k | 6.3k | 136.01 | |
| Merck & Co Stock (MRK) | 0.3 | $842k | 11k | 79.16 | |
| Oreilly Automotive Stock (ORLY) | 0.2 | $803k | 8.9k | 90.13 | |
| Ge Aerospace Stock (GE) | 0.2 | $801k | 3.1k | 257.39 | |
| Abbvie Stock (ABBV) | 0.2 | $790k | 4.3k | 185.62 | |
| Costco Whsl Corp Stock (COST) | 0.2 | $698k | 705.00 | 990.54 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $667k | 1.2k | 561.94 | |
| Disney Walt Stock (DIS) | 0.2 | $639k | 5.2k | 124.01 | |
| Aflac Stock (AFL) | 0.2 | $620k | 5.9k | 105.46 | |
| Texas Instrs Stock (TXN) | 0.2 | $612k | 2.9k | 207.62 | |
| Paychex Stock (PAYX) | 0.2 | $605k | 4.2k | 145.46 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $567k | 2.0k | 289.91 | |
| California Wtr Svc Group Stock (CWT) | 0.2 | $522k | 12k | 45.48 | |
| Agilent Technologies Stock (A) | 0.2 | $518k | 4.4k | 118.01 | |
| Amazon Stock (AMZN) | 0.2 | $509k | 2.3k | 219.39 | |
| Nextera Energy Stock (NEE) | 0.1 | $486k | 7.0k | 69.42 | |
| Essential Utils Stock (WTRG) | 0.1 | $473k | 13k | 37.14 | |
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $461k | 835.00 | 551.64 | |
| 3M Stock (MMM) | 0.1 | $456k | 3.0k | 152.24 | |
| Tractor Supply Stock (TSCO) | 0.1 | $455k | 8.6k | 52.77 | |
| Hingham Instn Svgs Mass Stock (HIFS) | 0.1 | $450k | 1.8k | 248.35 | |
| Smucker J M Stock (SJM) | 0.1 | $441k | 4.5k | 98.20 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $436k | 4.0k | 107.80 | |
| Coca Cola Stock (KO) | 0.1 | $420k | 5.9k | 70.74 | |
| Astrazeneca Adr | 0.1 | $412k | 5.9k | 69.88 | |
| Walmart Stock (WMT) | 0.1 | $401k | 4.1k | 97.78 | |
| Watts Water Technologies Inc Cl A Stock (WTS) | 0.1 | $392k | 1.6k | 245.89 | |
| Amphenol Corp New Cl A Stock (APH) | 0.1 | $384k | 3.9k | 98.75 | |
| Ge Vernova Stock (GEV) | 0.1 | $355k | 670.00 | 529.15 | |
| Keysight Technologies Stock (KEYS) | 0.1 | $353k | 2.2k | 163.86 | |
| Sysco Corp Stock (SYY) | 0.1 | $352k | 4.7k | 75.75 | |
| Oracle Corp Stock (ORCL) | 0.1 | $349k | 1.6k | 218.62 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $345k | 1.2k | 292.17 | |
| The Cigna Group Stock (CI) | 0.1 | $321k | 971.00 | 330.58 | |
| Iron Mtn Inc Del Reit (IRM) | 0.1 | $310k | 3.0k | 102.57 | |
| Unitedhealth Group Stock (UNH) | 0.1 | $290k | 931.00 | 311.97 | |
| Lowes Cos Stock (LOW) | 0.1 | $280k | 1.3k | 221.87 | |
| Acuity Stock (AYI) | 0.1 | $278k | 932.00 | 298.34 | |
| Mettler Toledo International Stock (MTD) | 0.1 | $266k | 226.00 | 1174.72 | |
| Renaissancere Hldgs Stock (RNR) | 0.1 | $258k | 1.1k | 242.90 | |
| Middlesex Wtr Stock (MSEX) | 0.1 | $245k | 4.5k | 54.18 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $243k | 6.8k | 35.69 | |
| Visa Inc Com Cl A Stock (V) | 0.1 | $241k | 679.00 | 355.05 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $241k | 952.00 | 253.23 | |
| Church & Dwight Stock (CHD) | 0.1 | $236k | 2.5k | 96.11 | |
| Ansys Stock (ANSS) | 0.1 | $233k | 663.00 | 351.22 | |
| Target Corp Stock (TGT) | 0.1 | $233k | 2.4k | 98.65 | |
| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $233k | 4.5k | 52.06 | |
| Waters Corp Stock (WAT) | 0.1 | $232k | 665.00 | 349.04 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $228k | 538.00 | 424.58 | |
| Labcorp Holdings Stock (LH) | 0.1 | $226k | 859.00 | 262.51 | |
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.1 | $225k | 4.9k | 46.34 | |
| Pfizer Stock (PFE) | 0.1 | $225k | 9.3k | 24.24 | |
| Spdr Gold Shares Etf (GLD) | 0.1 | $224k | 735.00 | 304.83 | |
| Air Prods & Chems Stock (APD) | 0.1 | $222k | 787.00 | 282.06 | |
| Helios Technologies Stock (HLIO) | 0.1 | $216k | 6.5k | 33.37 | |
| Genuine Parts Stock (GPC) | 0.1 | $213k | 1.8k | 121.31 | |
| Mckesson Corp Stock (MCK) | 0.1 | $210k | 286.00 | 732.78 | |
| Rtx Corporation Stock (RTX) | 0.1 | $208k | 1.4k | 146.02 | |
| Danaher Corporation Stock (DHR) | 0.1 | $198k | 1.0k | 197.54 | |
| Union Pac Corp Stock (UNP) | 0.1 | $196k | 850.00 | 230.08 | |
| Travelers Companies Stock (TRV) | 0.1 | $180k | 671.00 | 267.54 | |
| Vanguard Growth Etf Etf (VUG) | 0.1 | $177k | 404.00 | 438.73 | |
| At&t Stock (T) | 0.1 | $176k | 6.1k | 28.94 | |
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $172k | 751.00 | 228.82 | |
| Curtiss Wright Corp Stock (CW) | 0.1 | $171k | 350.00 | 488.55 | |
| Hershey Stock (HSY) | 0.0 | $166k | 1.0k | 165.95 | |
| Sherwin Williams Stock (SHW) | 0.0 | $162k | 473.00 | 343.36 | |
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $159k | 568.00 | 279.83 | |
| Emerson Elec Stock (EMR) | 0.0 | $156k | 1.2k | 133.33 | |
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $150k | 1.1k | 136.32 | |
| Cencora Stock (COR) | 0.0 | $150k | 500.00 | 299.85 | |
| Fedex Corp Stock (FDX) | 0.0 | $149k | 655.00 | 227.31 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $145k | 454.00 | 320.12 | |
| Corning Stock (GLW) | 0.0 | $145k | 2.8k | 52.59 | |
| Carrier Global Corporation Stock (CARR) | 0.0 | $144k | 2.0k | 73.19 | |
| Fifth Third Bancorp Stock (FITB) | 0.0 | $143k | 3.5k | 41.13 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $143k | 322.00 | 445.20 | |
| Msci Stock (MSCI) | 0.0 | $141k | 245.00 | 576.74 | |
| Tjx Cos Stock (TJX) | 0.0 | $138k | 1.1k | 123.49 | |
| Bristol-myers Squibb Stock (BMY) | 0.0 | $135k | 2.9k | 46.30 | |
| Carmax Stock (KMX) | 0.0 | $123k | 1.8k | 67.21 | |
| Microchip Technology Stock (MCHP) | 0.0 | $122k | 1.7k | 70.37 | |
| Norfolk Southn Corp Stock (NSC) | 0.0 | $121k | 474.00 | 255.97 | |
| Stag Indl Reit (STAG) | 0.0 | $120k | 3.3k | 36.28 | |
| Nuveen Amt Free Qlty Mun Incme Cef (NEA) | 0.0 | $120k | 11k | 10.92 | |
| Dover Corp Stock (DOV) | 0.0 | $116k | 633.00 | 183.23 | |
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $116k | 1.1k | 101.60 | |
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 0.0 | $113k | 6.7k | 16.99 | |
| Tennant Stock (TNC) | 0.0 | $110k | 1.4k | 77.47 | |
| Yum Brands Stock (YUM) | 0.0 | $109k | 738.00 | 148.18 | |
| Palo Alto Networks Stock (PANW) | 0.0 | $109k | 534.00 | 204.64 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $108k | 500.00 | 215.79 | |
| Wells Fargo Stock (WFC) | 0.0 | $102k | 1.3k | 80.12 | |
| Vanguard Value Etf Etf (VTV) | 0.0 | $102k | 575.00 | 176.74 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $101k | 650.00 | 155.95 | |
| Grainger W W Stock (GWW) | 0.0 | $100k | 96.00 | 1040.24 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $100k | 365.00 | 273.21 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $98k | 1.2k | 81.66 | |
| Uber Technologies Stock (UBER) | 0.0 | $97k | 1.0k | 93.30 | |
| Masco Corp Stock (MAS) | 0.0 | $97k | 1.5k | 64.36 | |
| Bank New York Mellon Corp Stock (BK) | 0.0 | $96k | 1.1k | 91.11 | |
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $94k | 1.2k | 78.70 | |
| Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) | 0.0 | $94k | 6.7k | 14.05 | |
| Wec Energy Group Stock (WEC) | 0.0 | $90k | 867.00 | 104.20 | |
| Xylem Stock (XYL) | 0.0 | $90k | 694.00 | 129.36 | |
| Roper Technologies Stock (ROP) | 0.0 | $90k | 158.00 | 566.84 | |
| Qualcomm Stock (QCOM) | 0.0 | $89k | 560.00 | 159.26 | |
| Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.0 | $89k | 3.6k | 24.78 | |
| Avery Dennison Corp Stock (AVY) | 0.0 | $88k | 504.00 | 175.47 | |
| Nuveen Amt-free Mun Value Cef (NUW) | 0.0 | $88k | 6.4k | 13.68 | |
| Verizon Communications Stock (VZ) | 0.0 | $87k | 2.0k | 43.27 | |
| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $86k | 300.00 | 287.35 | |
| Alcon Ag Ord Stock (ALC) | 0.0 | $85k | 960.00 | 88.28 | |
| Caterpillar Stock (CAT) | 0.0 | $85k | 218.00 | 388.21 | |
| Spotify Technology S A Stock (SPOT) | 0.0 | $84k | 110.00 | 767.34 | |
| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $82k | 207.00 | 396.54 | |
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $82k | 746.00 | 109.63 | |
| Ebay Stock (EBAY) | 0.0 | $81k | 1.1k | 74.46 | |
| Idacorp Stock (IDA) | 0.0 | $81k | 700.00 | 115.45 | |
| Eaton Corp Stock (ETN) | 0.0 | $80k | 223.00 | 356.99 | |
| Factset Resh Sys Stock (FDS) | 0.0 | $79k | 177.00 | 447.28 | |
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $79k | 1.0k | 78.21 | |
| Cvs Health Corp Stock (CVS) | 0.0 | $79k | 1.1k | 68.98 | |
| HP Stock (HPQ) | 0.0 | $78k | 3.2k | 24.46 | |
| Verisk Analytics Stock (VRSK) | 0.0 | $78k | 250.00 | 311.50 | |
| Chevron Corp Stock (CVX) | 0.0 | $78k | 543.00 | 143.19 | |
| S&p Global Stock (SPGI) | 0.0 | $77k | 146.00 | 527.29 | |
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $75k | 300.00 | 248.34 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $74k | 397.00 | 186.42 | |
| Super Micro Computer Stock (SMCI) | 0.0 | $74k | 1.5k | 49.01 | |
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $72k | 254.00 | 284.39 | |
| Cintas Corp Stock (CTAS) | 0.0 | $71k | 320.00 | 223.20 | |
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $70k | 124.00 | 566.48 | |
| Healthcare Rlty Tr Cl A Reit (HR) | 0.0 | $67k | 4.2k | 15.86 | |
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $65k | 3.2k | 20.45 | |
| Sun Life Financial Stock (SLF) | 0.0 | $62k | 925.00 | 66.45 | |
| Worthington Enterprises Stock (WOR) | 0.0 | $61k | 950.00 | 63.64 | |
| Ameriprise Finl Stock (AMP) | 0.0 | $59k | 110.00 | 533.73 | |
| Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $57k | 385.00 | 148.01 | |
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $57k | 77.00 | 740.00 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $57k | 250.00 | 226.49 | |
| Eastman Chem Stock (EMN) | 0.0 | $56k | 755.00 | 74.66 | |
| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $56k | 1.8k | 32.15 | |
| Doordash Inc Cl A Stock (DASH) | 0.0 | $56k | 225.00 | 246.51 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $55k | 500.00 | 110.04 | |
| Chubb Stock (CB) | 0.0 | $54k | 187.00 | 289.72 | |
| Intel Corp Stock (INTC) | 0.0 | $54k | 2.4k | 22.40 | |
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $53k | 840.00 | 62.64 | |
| Canadian Natl Ry Stock (CNI) | 0.0 | $52k | 500.00 | 104.04 | |
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $52k | 702.00 | 74.07 | |
| Paypal Hldgs Stock (PYPL) | 0.0 | $51k | 681.00 | 74.32 | |
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $50k | 400.00 | 124.36 | |
| Nike Inc Cl B Stock (NKE) | 0.0 | $50k | 700.00 | 71.04 | |
| Solventum Corp Stock (SOLV) | 0.0 | $49k | 650.00 | 75.84 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $48k | 460.00 | 104.52 | |
| Thomson Reuters Corp Stock (TRI) | 0.0 | $47k | 232.00 | 201.13 | |
| Analog Devices Stock (ADI) | 0.0 | $47k | 196.00 | 238.02 | |
| Bar Hbr Bankshares Stock (BHB) | 0.0 | $45k | 1.5k | 29.96 | |
| Principal Financial Group Stock (PFG) | 0.0 | $44k | 559.00 | 79.43 | |
| Kemper Corp Stock (KMPR) | 0.0 | $44k | 675.00 | 64.54 | |
| Marsh & Mclennan Cos Stock | 0.0 | $42k | 193.00 | 218.64 | |
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $42k | 364.00 | 115.35 | |
| Trane Technologies Stock (TT) | 0.0 | $40k | 92.00 | 437.41 | |
| Dollar Tree Stock (DLTR) | 0.0 | $40k | 400.00 | 99.04 | |
| Cme Group Stock (CME) | 0.0 | $39k | 142.00 | 274.72 | |
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $39k | 440.00 | 88.25 | |
| Arrow Finl Corp Stock (AROW) | 0.0 | $39k | 1.5k | 26.42 | |
| Vaneck Short Muni Etf Etf (SMB) | 0.0 | $38k | 2.2k | 17.26 | |
| United States Copper Index Fund Etf (CPER) | 0.0 | $38k | 1.2k | 31.64 | |
| Fiserv Stock (FI) | 0.0 | $37k | 214.00 | 172.41 | |
| Worthington Stl Stock (WS) | 0.0 | $36k | 1.2k | 29.83 | |
| Blackrock Stock (BLK) | 0.0 | $36k | 34.00 | 1049.26 | |
| Hartford Insurance Group Stock (HIG) | 0.0 | $35k | 279.00 | 126.87 | |
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $35k | 384.00 | 91.21 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $35k | 50.00 | 698.48 | |
| Price T Rowe Group Stock (TROW) | 0.0 | $34k | 351.00 | 96.50 | |
| Kimberly-clark Corp Stock (KMB) | 0.0 | $34k | 262.00 | 128.92 | |
| Csx Corp Stock (CSX) | 0.0 | $34k | 1.0k | 32.62 | |
| Cognex Corp Stock (CGNX) | 0.0 | $33k | 1.0k | 31.71 | |
| Horace Mann Educators Corp Stock (HMN) | 0.0 | $33k | 760.00 | 42.97 | |
| Tesla Stock (TSLA) | 0.0 | $32k | 102.00 | 317.66 | |
| Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) | 0.0 | $32k | 738.00 | 43.75 | |
| Williams Sonoma Stock (WSM) | 0.0 | $31k | 192.00 | 163.37 | |
| International Flavors&fragranc Stock (IFF) | 0.0 | $30k | 410.00 | 73.55 | |
| Applied Matls Stock (AMAT) | 0.0 | $30k | 161.00 | 183.07 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $29k | 54.00 | 543.41 | |
| Fastenal Stock (FAST) | 0.0 | $29k | 696.00 | 42.00 | |
| Middleby Corp Stock (MIDD) | 0.0 | $29k | 200.00 | 144.00 | |
| Wheaton Precious Metals Corp Stock (WPM) | 0.0 | $29k | 319.00 | 89.80 | |
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $26k | 210.00 | 122.60 | |
| Lucid Group Stock | 0.0 | $25k | 12k | 2.11 | |
| State Str Corp Stock (STT) | 0.0 | $25k | 230.00 | 106.34 | |
| Kb Finl Group Adr (KB) | 0.0 | $24k | 293.00 | 82.59 | |
| Loews Corp Stock (L) | 0.0 | $24k | 263.00 | 91.66 | |
| Goldman Sachs Group Stock (GS) | 0.0 | $24k | 34.00 | 707.76 | |
| Deere & Co Stock (DE) | 0.0 | $23k | 46.00 | 508.50 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $23k | 76.00 | 298.89 | |
| Republic Svcs Stock (RSG) | 0.0 | $22k | 90.00 | 246.61 | |
| Nrg Energy Stock (NRG) | 0.0 | $22k | 137.00 | 160.58 | |
| Adobe Stock (ADBE) | 0.0 | $20k | 52.00 | 386.88 | |
| Ubs Group Stock (UBS) | 0.0 | $20k | 591.00 | 33.82 | |
| Progressive Corp Stock (PGR) | 0.0 | $19k | 72.00 | 266.86 | |
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $19k | 134.00 | 140.12 | |
| Constellation Energy Corp Stock (CEG) | 0.0 | $19k | 58.00 | 322.76 | |
| Smith & Nephew Plc Spdn Adr (SNN) | 0.0 | $19k | 605.00 | 30.63 | |
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $18k | 608.00 | 29.21 | |
| Digital Rlty Tr Reit (DLR) | 0.0 | $18k | 101.00 | 174.33 | |
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.0 | $18k | 117.00 | 150.40 | |
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $16k | 240.00 | 67.59 | |
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $16k | 161.00 | 99.02 | |
| Honeywell Intl Stock (HON) | 0.0 | $15k | 63.00 | 232.87 | |
| Novartis Adr (NVS) | 0.0 | $15k | 120.00 | 121.01 | |
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $14k | 169.00 | 84.62 | |
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $14k | 40.00 | 350.50 | |
| L3harris Technologies Stock (LHX) | 0.0 | $14k | 55.00 | 250.84 | |
| Eastern Bankshares Stock (EBC) | 0.0 | $14k | 900.00 | 15.27 | |
| Ecolab Stock (ECL) | 0.0 | $14k | 51.00 | 269.43 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $14k | 200.00 | 67.44 | |
| Nomura Hldgs Adr (NMR) | 0.0 | $13k | 2.0k | 6.58 | |
| Nasdaq Stock (NDAQ) | 0.0 | $13k | 146.00 | 89.42 | |
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $13k | 96.00 | 132.34 | |
| Union Bankshares Stock (UNB) | 0.0 | $12k | 450.00 | 26.62 | |
| Sony Group Corp Adr (SONY) | 0.0 | $10k | 400.00 | 26.03 | |
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $10k | 1.0k | 10.37 | |
| Starbucks Corp Stock (SBUX) | 0.0 | $10k | 112.00 | 91.25 | |
| Autodesk Stock (ADSK) | 0.0 | $9.9k | 32.00 | 309.56 | |
| Alaska Air Group Stock (ALK) | 0.0 | $9.9k | 200.00 | 49.48 | |
| Livewire Group Stock (LVWR) | 0.0 | $9.7k | 2.1k | 4.60 | |
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $9.7k | 175.00 | 55.19 | |
| Aramark Stock (ARMK) | 0.0 | $9.6k | 228.00 | 41.96 | |
| Gilead Sciences Stock (GILD) | 0.0 | $9.3k | 84.00 | 110.87 | |
| Southern Stock (SO) | 0.0 | $9.2k | 100.00 | 91.83 | |
| Medtronic Stock (MDT) | 0.0 | $9.2k | 105.00 | 87.17 | |
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $9.1k | 1.3k | 7.24 | |
| Motorola Solutions Stock (MSI) | 0.0 | $8.8k | 21.00 | 420.48 | |
| Lincoln Elec Hldgs Stock (LECO) | 0.0 | $8.5k | 41.00 | 207.32 | |
| Occidental Pete Corp Stock (OXY) | 0.0 | $8.4k | 200.00 | 42.01 | |
| Masimo Corp Stock (MASI) | 0.0 | $8.2k | 49.00 | 168.22 | |
| Icici Bank Adr (IBN) | 0.0 | $8.2k | 244.00 | 33.64 | |
| Ally Finl Stock (ALLY) | 0.0 | $7.8k | 200.00 | 38.95 | |
| BP Adr (BP) | 0.0 | $7.5k | 250.00 | 29.93 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $7.1k | 50.00 | 141.90 | |
| Idexx Labs Stock (IDXX) | 0.0 | $7.0k | 13.00 | 536.31 | |
| Etsy Stock (ETSY) | 0.0 | $6.9k | 138.00 | 50.16 | |
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $6.9k | 500.00 | 13.74 | |
| Godaddy Inc Cl A Stock (GDDY) | 0.0 | $6.7k | 37.00 | 180.05 | |
| Stoneco Ltd Com Cl A Stock (STNE) | 0.0 | $6.6k | 410.00 | 16.04 | |
| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.0 | $6.6k | 331.00 | 19.82 | |
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $6.2k | 79.00 | 78.03 | |
| Clorox Co Del Stock (CLX) | 0.0 | $6.0k | 50.00 | 120.08 | |
| Lam Research Corp Stock (LRCX) | 0.0 | $5.8k | 60.00 | 97.33 | |
| Aecom Stock (ACM) | 0.0 | $5.6k | 50.00 | 112.86 | |
| Equinix Reit (EQIX) | 0.0 | $5.6k | 7.00 | 795.43 | |
| Johnson Ctls Intl Stock (JCI) | 0.0 | $5.4k | 51.00 | 105.63 | |
| Allstate Corp Stock (ALL) | 0.0 | $5.2k | 26.00 | 201.31 | |
| Royal Bk Cda Stock (RY) | 0.0 | $5.1k | 39.00 | 131.54 | |
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $5.1k | 25.00 | 203.08 | |
| Metlife Stock (MET) | 0.0 | $5.0k | 62.00 | 80.42 | |
| Woori Finl Group Adr (WF) | 0.0 | $5.0k | 100.00 | 49.73 | |
| Block Inc Cl A Stock (XYZ) | 0.0 | $4.8k | 70.00 | 67.93 | |
| Infosys Adr (INFY) | 0.0 | $4.7k | 254.00 | 18.53 | |
| Kellanova Stock (K) | 0.0 | $4.7k | 59.00 | 79.53 | |
| Ormat Technologies Stock (ORA) | 0.0 | $4.7k | 56.00 | 83.77 | |
| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.0 | $4.7k | 339.00 | 13.72 | |
| Dt Midstream Stock (DTM) | 0.0 | $4.6k | 42.00 | 109.90 | |
| Snowflake Stock (SNOW) | 0.0 | $4.5k | 20.00 | 223.75 | |
| Humana Stock (HUM) | 0.0 | $4.4k | 18.00 | 244.50 | |
| Workday Inc Cl A Stock (WDAY) | 0.0 | $4.3k | 18.00 | 240.00 | |
| Cadence Design System Stock (CDNS) | 0.0 | $4.3k | 14.00 | 308.14 | |
| Wipro Ltd Spon Adr 1 Sh Adr (WIT) | 0.0 | $4.0k | 1.3k | 3.02 | |
| Hca Healthcare Stock (HCA) | 0.0 | $3.8k | 10.00 | 383.10 | |
| Block H & R Stock (HRB) | 0.0 | $3.8k | 69.00 | 54.88 | |
| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.0 | $3.8k | 250.00 | 15.11 | |
| Tenet Healthcare Corp Stock (THC) | 0.0 | $3.7k | 21.00 | 176.00 | |
| Light & Wonder Stock (LNWO) | 0.0 | $3.5k | 36.00 | 96.25 | |
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $3.3k | 213.00 | 15.37 | |
| Associated Banc Corp Stock (ASB) | 0.0 | $3.3k | 134.00 | 24.39 | |
| PTC Stock (PTC) | 0.0 | $3.1k | 18.00 | 172.33 | |
| Howmet Aerospace Stock (HWM) | 0.0 | $3.0k | 16.00 | 186.12 | |
| HSBC HLDGS Adr (HSBC) | 0.0 | $2.9k | 48.00 | 60.79 | |
| Ringcentral Inc Cl A Stock (RNG) | 0.0 | $2.8k | 100.00 | 28.35 | |
| Pdd Holdings Adr (PDD) | 0.0 | $2.7k | 26.00 | 104.65 | |
| Fortinet Stock (FTNT) | 0.0 | $2.6k | 25.00 | 105.72 | |
| Tapestry Stock (TPR) | 0.0 | $2.5k | 29.00 | 87.79 | |
| Organon & Co Stock (OGN) | 0.0 | $2.5k | 255.00 | 9.68 | |
| Criteo S A Spons Ads Adr (CRTO) | 0.0 | $2.4k | 100.00 | 23.96 | |
| Fortive Corp Stock (FTV) | 0.0 | $2.3k | 45.00 | 52.13 | |
| Aercap Holdings Nv Stock (AER) | 0.0 | $2.3k | 20.00 | 117.00 | |
| Leidos Holdings Stock (LDOS) | 0.0 | $2.2k | 14.00 | 157.79 | |
| Unum Group Stock (UNM) | 0.0 | $2.1k | 26.00 | 80.77 | |
| Synopsys Stock (SNPS) | 0.0 | $2.1k | 4.00 | 512.75 | |
| Pearson Adr (PSO) | 0.0 | $2.0k | 137.00 | 14.93 | |
| Morgan Stanley Stock (MS) | 0.0 | $2.0k | 14.00 | 140.86 | |
| New Oriental Ed & Technology G Adr (EDU) | 0.0 | $1.9k | 36.00 | 53.94 | |
| Ishares Flexible Income Active Etf Etf (BINC) | 0.0 | $1.8k | 34.00 | 52.85 | |
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $1.8k | 250.00 | 7.06 | |
| Welltower Reit (WELL) | 0.0 | $1.7k | 11.00 | 153.73 | |
| United Microelectronics Corp Adr (UMC) | 0.0 | $1.7k | 218.00 | 7.65 | |
| Grupo Aeroportuario Del Surest Spon Adr Ser B Adr (ASR) | 0.0 | $1.6k | 5.00 | 318.80 | |
| Vert Global Sustainable Real Estate Etf Etf (VGSR) | 0.0 | $1.5k | 148.00 | 10.46 | |
| Netapp Stock (NTAP) | 0.0 | $1.5k | 14.00 | 106.57 | |
| Assured Guaranty Stock (AGO) | 0.0 | $1.5k | 17.00 | 87.12 | |
| Qifu Technology Inc American Dep Adr (QFIN) | 0.0 | $1.4k | 33.00 | 43.36 | |
| Viatris Stock (VTRS) | 0.0 | $1.2k | 138.00 | 8.93 | |
| Prudential Finl Stock (PRU) | 0.0 | $1.2k | 11.00 | 107.45 | |
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $1.1k | 3.00 | 356.67 | |
| Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.0 | $943.000200 | 9.00 | 104.78 | |
| General Mtrs Stock (GM) | 0.0 | $924.000400 | 19.00 | 48.63 | |
| Sap Se Adr (SAP) | 0.0 | $912.000000 | 3.00 | 304.00 | |
| Ralliant Corp Stock (RAL) | 0.0 | $795.000000 | 15.00 | 53.00 | |
| Symbotic Inc Class A Stock (SYM) | 0.0 | $777.000000 | 20.00 | 38.85 | |
| Vestis Corporation Stock (VSTS) | 0.0 | $645.004000 | 113.00 | 5.71 | |
| Cocrystal Pharma Stock (COCP) | 0.0 | $622.987200 | 418.00 | 1.49 | |
| Match Group Stock (MTCH) | 0.0 | $377.000400 | 12.00 | 31.42 | |
| SNDL Stock (SNDL) | 0.0 | $268.997400 | 222.00 | 1.21 | |
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $250.000000 | 1.00 | 250.00 | |
| American Tower Corp Reit (AMT) | 0.0 | $208.000000 | 1.00 | 208.00 | |
| Growgeneration Corp Stock (GRWG) | 0.0 | $187.000000 | 200.00 | 0.94 | |
| Tilray Brands Stock | 0.0 | $123.990000 | 300.00 | 0.41 | |
| Beyond Meat Stock (BYND) | 0.0 | $105.000000 | 30.00 | 3.50 | |
| Solaredge Technologies Stock (SEDG) | 0.0 | $102.000000 | 5.00 | 20.40 | |
| Universal Display Corp Stock (OLED) | 0.0 | $99.000000 | 1.00 | 99.00 | |
| Hasbro Stock (HAS) | 0.0 | $72.000000 | 1.00 | 72.00 | |
| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $60.996000 | 85.00 | 0.72 | |
| Skyworks Solutions Stock (SWKS) | 0.0 | $45.000000 | 1.00 | 45.00 | |
| Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) | 0.0 | $3.000000 | 50.00 | 0.06 | |
| Workhorse Group Stock | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Mercadolibre Stock (MELI) | 0.0 | $0 | 0 | 0.00 | |
| Old Dominion Freight Line Stock (ODFL) | 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 | |
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.0 | $0 | 0 | 0.00 | |
| Paycom Software Stock (PAYC) | 0.0 | $0 | 0 | 0.00 | |
| Booking Holdings Stock (BKNG) | 0.0 | $0 | 0 | 0.00 | |
| Invesco Rafi Us 1000 Etf Etf (PRF) | 0.0 | $0 | 0 | 0.00 |
