Clean Yield Group

Clean Yield Group as of Sept. 30, 2025

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 426 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.4 $26M 103k 254.63
Nvidia Corporation Stock (NVDA) 4.8 $17M 91k 186.58
Broadcom Stock (AVGO) 3.9 $14M 42k 329.91
American Wtr Wks Stock (AWK) 2.4 $8.6M 62k 139.19
Asml Holding N V N Y Registry Adr (ASML) 2.4 $8.4M 8.7k 968.09
Unilever Adr (UL) 2.3 $8.0M 135k 59.28
Cisco Sys Stock (CSCO) 2.2 $7.9M 116k 68.42
Sprouts Fmrs Mkt Stock (SFM) 2.2 $7.8M 71k 108.80
Arista Networks Stock (ANET) 2.2 $7.7M 53k 145.71
GSK Adr (GSK) 2.0 $7.1M 164k 43.16
Microsoft Corp Stock (MSFT) 1.9 $6.7M 13k 517.94
Veeva Sys Inc Cl A Stock (VEEV) 1.8 $6.4M 22k 297.91
Prologis Reit (PLD) 1.8 $6.3M 55k 114.52
Ferguson Enterprises Stock (FERG) 1.7 $6.1M 27k 224.58
First Solar Stock (FSLR) 1.7 $6.0M 27k 220.53
Salesforce Stock (CRM) 1.7 $6.0M 25k 237.00
Automatic Data Processing Stock (ADP) 1.6 $5.7M 20k 293.50
Ha Sustainable Infra Cap Reit (HASI) 1.6 $5.6M 183k 30.70
Stryker Corporation Stock (SYK) 1.6 $5.5M 15k 369.67
International Business Machs Stock (IBM) 1.5 $5.4M 19k 282.16
Home Depot Stock (HD) 1.5 $5.2M 13k 405.19
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.4 $5.1M 76k 66.91
Quest Diagnostics Stock (DGX) 1.4 $5.1M 27k 190.58
Check Point Software Tech Ltd Ord Stock (CHKP) 1.4 $5.0M 24k 206.91
Henry Jack & Assoc Stock (JKHY) 1.4 $4.8M 32k 148.93
Ecolab Stock (ECL) 1.3 $4.6M 17k 273.86
Servicenow Stock (NOW) 1.3 $4.6M 5.0k 920.28
Ross Stores Stock (ROST) 1.2 $4.3M 29k 152.39
Healthpeak Properties Reit (DOC) 1.2 $4.2M 220k 19.15
Hubbell Stock (HUBB) 1.2 $4.2M 9.7k 430.31
Kadant Stock (KAI) 1.1 $4.0M 14k 297.58
Camden Natl Corp Stock (CAC) 1.1 $4.0M 103k 38.59
Moodys Corp Stock (MCO) 1.1 $3.9M 8.3k 476.48
Hologic Stock (HOLX) 1.1 $3.9M 58k 67.49
Takeda Pharmaceutical Adr (TAK) 1.1 $3.9M 266k 14.64
Johnson & Johnson Stock (JNJ) 1.1 $3.8M 20k 185.42
Vodafone Group Adr (VOD) 1.0 $3.6M 315k 11.60
Valmont Inds Stock (VMI) 1.0 $3.6M 9.2k 387.73
Borgwarner Stock (BWA) 0.9 $3.1M 70k 43.96
Telus Corporation Stock (TU) 0.8 $3.0M 188k 15.77
Chipotle Mexican Grill Stock (CMG) 0.8 $2.9M 74k 39.19
Netflix Stock (NFLX) 0.8 $2.8M 2.3k 1198.92
Procter And Gamble Stock (PG) 0.8 $2.8M 18k 153.65
Amalgamated Financial Corp Stock (AMAL) 0.8 $2.7M 100k 27.15
Vital Farms Stock (VITL) 0.8 $2.7M 65k 41.15
Schwab Charles Corp Stock (SCHW) 0.7 $2.6M 27k 95.47
Wabtec Stock (WAB) 0.7 $2.5M 13k 200.47
Ameresco Inc Cl A Stock (AMRC) 0.7 $2.5M 75k 33.58
Eli Lilly & Co Stock (LLY) 0.7 $2.5M 3.3k 763.00
H2o America Stock (HTO) 0.7 $2.5M 51k 48.70
Lululemon Athletica Stock (LULU) 0.7 $2.3M 13k 177.93
Intuit Stock (INTU) 0.6 $2.2M 3.3k 682.91
Illinois Tool Wks Stock (ITW) 0.6 $2.2M 8.5k 260.76
Alphabet Class A Stock (GOOGL) 0.6 $2.1M 8.7k 243.11
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $2.0M 3.0k 666.18
Expeditors Intl Wash Stock (EXPD) 0.5 $1.8M 15k 122.59
Columbia Bkg Sys Stock (COLB) 0.5 $1.7M 68k 25.74
Novo-nordisk A S Adr (NVO) 0.5 $1.7M 30k 55.49
Nokia Corp Adr (NOK) 0.5 $1.6M 333k 4.81
Pepsico Stock (PEP) 0.4 $1.5M 11k 140.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.4M 5.8k 243.54
Amgen Stock (AMGN) 0.4 $1.4M 4.8k 282.20
Thermo Fisher Scientific Stock (TMO) 0.4 $1.3M 2.7k 485.04
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.2M 2.4k 502.74
United Parcel Service Inc Cl B Stock (UPS) 0.3 $1.2M 15k 83.53
Colgate Palmolive Stock (CL) 0.3 $1.2M 15k 79.94
Trimble Stock (TRMB) 0.3 $1.1M 14k 81.65
Us Bancorp Del Stock (USB) 0.3 $1.1M 22k 48.33
American Express Stock (AXP) 0.3 $1.0M 3.1k 332.16
Becton Dickinson & Co Stock (BDX) 0.3 $1.0M 5.4k 187.17
Abbvie Stock (ABBV) 0.3 $968k 4.2k 231.54
Oreilly Automotive Stock (ORLY) 0.3 $961k 8.9k 107.81
Ge Aerospace Stock (GE) 0.3 $937k 3.1k 300.82
Vaneck Green Bond Etf Etf (GRNB) 0.3 $936k 38k 24.43
Merck & Co Stock (MRK) 0.3 $890k 11k 83.93
Abbott Labs Stock (ABT) 0.2 $835k 6.2k 133.94
General Mls Stock (GIS) 0.2 $769k 15k 50.42
Mastercard Incorporated Cl A Stock (MA) 0.2 $687k 1.2k 568.81
Aflac Stock (AFL) 0.2 $657k 5.9k 111.70
Costco Whsl Corp Stock (COST) 0.2 $653k 705.00 926.20
Jpmorgan Chase & Co Stock (JPM) 0.2 $650k 2.1k 315.43
Disney Walt Stock (DIS) 0.2 $590k 5.2k 114.50
Nextera Energy Stock (NEE) 0.2 $571k 7.6k 75.49
Texas Instrs Stock (TXN) 0.2 $565k 3.1k 183.73
Agilent Technologies Stock (A) 0.2 $563k 4.4k 128.35
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $539k 898.00 600.37
Paychex Stock (PAYX) 0.1 $527k 4.2k 126.76
California Wtr Svc Group Stock (CWT) 0.1 $516k 11k 45.89
Amazon Stock (AMZN) 0.1 $509k 2.3k 219.57
Essential Utils Stock (WTRG) 0.1 $508k 13k 39.90
Tractor Supply Stock (TSCO) 0.1 $490k 8.6k 56.87
Smucker J M Stock (SJM) 0.1 $488k 4.5k 108.60
Amphenol Corp New Cl A Stock (APH) 0.1 $481k 3.9k 123.75
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $477k 1.8k 263.78
Exxon Mobil Corp Stock (XOM) 0.1 $472k 4.2k 112.75
3M Stock (MMM) 0.1 $465k 3.0k 155.18
Astrazeneca Adr (AZN) 0.1 $453k 5.9k 76.72
Oracle Corp Stock (ORCL) 0.1 $449k 1.6k 281.22
Vaneck Gold Miners Etf Etf (GDX) 0.1 $446k 5.8k 76.40
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $446k 1.6k 279.28
Walmart Stock (WMT) 0.1 $423k 4.1k 103.06
Ge Vernova Stock (GEV) 0.1 $412k 670.00 614.90
Sysco Corp Stock (SYY) 0.1 $383k 4.7k 82.35
Coca Cola Stock (KO) 0.1 $377k 5.7k 66.31
Keysight Technologies Stock (KEYS) 0.1 $377k 2.2k 174.92
Mcdonalds Corp Stock (MCD) 0.1 $359k 1.2k 303.89
Lowes Cos Stock (LOW) 0.1 $357k 1.4k 251.31
Helios Technologies Stock (HLIO) 0.1 $337k 6.5k 52.13
Acuity Stock (AYI) 0.1 $319k 925.00 344.39
Unitedhealth Group Stock (UNH) 0.1 $312k 904.00 345.30
Iron Mtn Inc Del Reit (IRM) 0.1 $308k 3.0k 101.94
Mettler Toledo International Stock (MTD) 0.1 $277k 226.00 1227.61
The Cigna Group Stock (CI) 0.1 $270k 937.00 288.25
Rtx Corporation Stock (RTX) 0.1 $270k 1.6k 167.33
Renaissancere Hldgs Stock (RNR) 0.1 $269k 1.1k 253.93
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $268k 952.00 281.86
Spdr Gold Shares Etf (GLD) 0.1 $261k 735.00 355.47
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $252k 538.00 468.41
Labcorp Holdings Stock (LH) 0.1 $247k 859.00 287.06
Middlesex Wtr Stock (MSEX) 0.1 $245k 4.5k 54.12
Genuine Parts Stock (GPC) 0.1 $243k 1.8k 138.60
Pfizer Stock (PFE) 0.1 $240k 9.4k 25.48
Visa Inc Com Cl A Stock (V) 0.1 $232k 679.00 341.38
Corning Stock (GLW) 0.1 $227k 2.8k 82.03
Mckesson Corp Stock (MCK) 0.1 $221k 286.00 772.54
Church & Dwight Stock (CHD) 0.1 $216k 2.5k 87.63
Air Prods & Chems Stock (APD) 0.1 $215k 787.00 272.72
Comcast Corp New Cl A Stock (CMCSA) 0.1 $214k 6.8k 31.42
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $211k 4.5k 46.96
Target Corp Stock (TGT) 0.1 $204k 2.3k 89.70
Union Pac Corp Stock (UNP) 0.1 $201k 850.00 236.37
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $201k 1.1k 182.42
At&t Stock (T) 0.1 $199k 7.1k 28.24
Danaher Corporation Stock (DHR) 0.1 $199k 1.0k 198.26
Waters Corp Stock (WAT) 0.1 $195k 650.00 299.81
Curtiss Wright Corp Stock (CW) 0.1 $190k 350.00 542.94
Travelers Companies Stock (TRV) 0.1 $187k 671.00 279.22
Hershey Stock (HSY) 0.1 $187k 1.0k 187.05
Waste Mgmt Inc Del Stock (WM) 0.0 $177k 801.00 220.83
Vanguard Mid-cap Etf Etf (VO) 0.0 $167k 568.00 293.74
Vanguard Growth Etf Etf (VUG) 0.0 $165k 344.00 480.03
Sherwin Williams Stock (SHW) 0.0 $164k 473.00 346.26
Tjx Cos Stock (TJX) 0.0 $162k 1.1k 144.54
Cencora Stock (COR) 0.0 $156k 500.00 312.53
Fifth Third Bancorp Stock (FITB) 0.0 $155k 3.5k 44.55
Fedex Corp Stock (FDX) 0.0 $155k 655.00 235.81
Emerson Elec Stock (EMR) 0.0 $153k 1.2k 131.18
Norfolk Southn Corp Stock (NSC) 0.0 $142k 474.00 300.41
Gallagher Arthur J & Co Stock (AJG) 0.0 $140k 451.00 309.74
Msci Stock (MSCI) 0.0 $139k 245.00 567.41
Wells Fargo Stock (WFC) 0.0 $133k 1.6k 83.82
Caterpillar Stock (CAT) 0.0 $133k 278.00 477.15
Bristol-myers Squibb Stock (BMY) 0.0 $132k 2.9k 45.11
Vertex Pharmaceuticals Stock (VRTX) 0.0 $126k 322.00 391.64
United Therapeutics Corp Del Stock (UTHR) 0.0 $126k 300.00 419.21
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $125k 11k 11.39
Microchip Technology Stock (MCHP) 0.0 $121k 1.9k 64.22
Ishares Russell 2000 Etf Etf (IWM) 0.0 $121k 500.00 241.96
Carrier Global Corporation Stock (CARR) 0.0 $117k 2.0k 59.70
Tennant Stock (TNC) 0.0 $115k 1.4k 81.05
Bank New York Mellon Corp Stock (BK) 0.0 $115k 1.1k 108.96
Yum Brands Stock (YUM) 0.0 $112k 738.00 152.00
Synopsys Stock (SNPS) 0.0 $110k 222.00 493.39
Palo Alto Networks Stock (PANW) 0.0 $109k 534.00 203.62
Vanguard Value Etf Etf (VTV) 0.0 $107k 575.00 186.49
Dover Corp Stock (DOV) 0.0 $106k 633.00 166.83
Masco Corp Stock (MAS) 0.0 $106k 1.5k 70.39
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $105k 1.2k 87.21
Proshares Vix Short-term Futures Etf Etf (VIXY) 0.0 $103k 3.2k 32.30
Xylem Stock (XYL) 0.0 $102k 694.00 147.50
Uber Technologies Stock (UBER) 0.0 $102k 1.0k 97.97
Wec Energy Group Stock (WEC) 0.0 $99k 867.00 114.59
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $99k 2.0k 50.07
Ebay Stock (EBAY) 0.0 $98k 1.1k 90.95
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $96k 6.7k 14.46
Zoetis Inc Cl A Stock (ZTS) 0.0 $95k 650.00 146.32
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $95k 365.00 260.44
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $94k 1.2k 78.91
Idacorp Stock (IDA) 0.0 $93k 700.00 132.15
Grainger W W Stock (GWW) 0.0 $92k 96.00 952.96
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $91k 6.4k 14.18
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $90k 207.00 435.46
Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.0 $90k 3.6k 24.93
Intel Corp Stock (INTC) 0.0 $87k 2.6k 33.55
HP Stock (HPQ) 0.0 $87k 3.2k 27.23
Cvs Health Corp Stock (CVS) 0.0 $86k 1.1k 75.39
Ishares Agency Bond Etf Etf (AGZ) 0.0 $85k 773.00 110.44
Chevron Corp Stock (CVX) 0.0 $84k 543.00 155.29
Eaton Corp Stock (ETN) 0.0 $84k 223.00 374.25
Carmax Stock (KMX) 0.0 $82k 1.8k 44.87
Avery Dennison Corp Stock (AVY) 0.0 $82k 504.00 162.17
Pnc Finl Svcs Group Stock (PNC) 0.0 $80k 397.00 200.93
Roper Technologies Stock (ROP) 0.0 $79k 158.00 498.69
Hewlett Packard Enterprise Stock (HPE) 0.0 $79k 3.2k 24.56
Edwards Lifesciences Corp Stock (EW) 0.0 $79k 1.0k 77.77
Vanguard Health Care Etf Etf (VHT) 0.0 $78k 300.00 259.60
Stag Indl Reit (STAG) 0.0 $77k 2.2k 35.29
Spotify Technology S A Stock (SPOT) 0.0 $77k 110.00 698.00
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $75k 254.00 293.79
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $74k 124.00 596.03
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $73k 865.00 84.68
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $73k 1.7k 42.96
Super Micro Computer Stock (SMCI) 0.0 $72k 1.5k 47.94
S&p Global Stock (SPGI) 0.0 $71k 146.00 486.71
Alcon Ag Ord Stock (ALC) 0.0 $71k 950.00 74.51
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $70k 250.00 279.29
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $69k 3.8k 18.03
Cintas Corp Stock (CTAS) 0.0 $66k 320.00 205.56
Qualcomm Stock (QCOM) 0.0 $66k 394.00 166.36
Verisk Analytics Stock (VRSK) 0.0 $63k 250.00 251.51
Doordash Inc Cl A Stock (DASH) 0.0 $61k 225.00 271.99
Franklin Ftse Japan Etf Etf (FLJP) 0.0 $61k 1.8k 34.56
Verizon Communications Stock (VZ) 0.0 $58k 1.3k 43.95
Meta Platforms Inc Cl A Stock (META) 0.0 $57k 77.00 736.29
Goldman Sachs Group Stock (GS) 0.0 $57k 71.00 796.35
Ishares Tips Bond Etf Etf (TIP) 0.0 $56k 500.00 111.22
Sun Life Financial Stock (SLF) 0.0 $56k 925.00 60.03
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $55k 530.00 102.99
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $54k 364.00 148.61
Ameriprise Finl Stock (AMP) 0.0 $54k 110.00 491.25
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $54k 455.00 118.44
Mid-amer Apt Cmntys Reit (MAA) 0.0 $54k 385.00 139.73
Ishares Esg Msci Usa Leaders Etf Etf (SUSL) 0.0 $53k 455.00 117.04
Chubb Stock (CB) 0.0 $53k 187.00 282.25
Ge Healthcare Technologies Stock (GEHC) 0.0 $53k 702.00 75.10
Worthington Enterprises Stock (WOR) 0.0 $53k 950.00 55.49
Factset Resh Sys Stock (FDS) 0.0 $51k 177.00 286.49
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $51k 840.00 60.08
Ishares National Muni Bond Etf Etf (MUB) 0.0 $49k 464.00 106.46
Nike Inc Cl B Stock (NKE) 0.0 $49k 700.00 69.73
Analog Devices Stock (ADI) 0.0 $48k 196.00 245.70
Eastman Chem Stock (EMN) 0.0 $48k 755.00 63.05
Solventum Corp Stock (SOLV) 0.0 $48k 650.00 73.00
Canadian Natl Ry Stock (CNI) 0.0 $47k 500.00 94.30
Cognex Corp Stock (CGNX) 0.0 $47k 1.0k 45.28
Principal Financial Group Stock (PFG) 0.0 $46k 559.00 82.91
Bar Hbr Bankshares Stock (BHB) 0.0 $46k 1.5k 30.46
Paypal Hldgs Stock (PYPL) 0.0 $46k 681.00 67.06
Tesla Stock (TSLA) 0.0 $45k 102.00 444.72
Arrow Finl Corp Stock (AROW) 0.0 $41k 1.5k 28.30
Twilio Inc Cl A Stock (TWLO) 0.0 $40k 400.00 100.09
Blackrock Stock (BLK) 0.0 $40k 34.00 1165.88
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $39k 440.00 89.37
Marsh & Mclennan Cos Stock (MMC) 0.0 $39k 193.00 201.53
Trane Technologies Stock (TT) 0.0 $39k 92.00 421.96
Vaneck Short Muni Etf Etf (SMB) 0.0 $39k 2.2k 17.42
Parker-hannifin Corp Stock (PH) 0.0 $38k 50.00 758.16
Zimmer Biomet Holdings Stock (ZBH) 0.0 $38k 384.00 98.50
Dollar Tree Stock (DLTR) 0.0 $38k 400.00 94.37
Williams Sonoma Stock (WSM) 0.0 $38k 192.00 195.45
Hartford Insurance Group Stock (HIG) 0.0 $37k 279.00 133.39
Ishares Select Dividend Etf Etf (DVY) 0.0 $37k 260.00 142.10
Medtronic Stock (MDT) 0.0 $37k 384.00 95.24
Worthington Stl Stock (WS) 0.0 $37k 1.2k 30.39
Thomson Reuters Corp Stock (TRI) 0.0 $36k 232.00 155.33
Price T Rowe Group Stock (TROW) 0.0 $36k 351.00 102.64
United States Copper Index Fund Etf (CPER) 0.0 $36k 1.2k 30.00
Wheaton Precious Metals Corp Stock (WPM) 0.0 $36k 319.00 111.84
Kemper Corp Stock (KMPR) 0.0 $35k 675.00 51.55
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $34k 139.00 246.60
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $34k 738.00 46.42
Fastenal Stock (FAST) 0.0 $34k 696.00 49.04
Applied Matls Stock (AMAT) 0.0 $33k 161.00 204.74
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $33k 231.00 142.41
Kimberly-clark Corp Stock (KMB) 0.0 $33k 262.00 124.34
Csx Corp Stock (CSX) 0.0 $31k 880.00 35.50
Dell Technologies Inc Cl C Stock (DELL) 0.0 $30k 210.00 141.77
Dte Energy Stock (DTE) 0.0 $28k 197.00 141.43
Lucid Group Stock (LCID) 0.0 $28k 1.2k 23.79
Fiserv Stock (FI) 0.0 $28k 214.00 128.93
State Str Corp Stock (STT) 0.0 $27k 230.00 116.01
Middleby Corp Stock (MIDD) 0.0 $27k 200.00 132.93
Loews Corp Stock (L) 0.0 $26k 263.00 100.39
Global X Mlp Etf Etf (MLPA) 0.0 $26k 539.00 48.42
International Flavors&fragranc Stock (IFF) 0.0 $25k 410.00 61.54
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.0 $25k 250.00 99.52
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $25k 178.00 139.67
Kenvue Stock (KVUE) 0.0 $24k 1.5k 16.23
Ubs Group Stock (UBS) 0.0 $24k 591.00 41.00
Intuitive Surgical Stock (ISRG) 0.0 $24k 54.00 447.22
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $24k 240.00 99.03
Nomad Foods Ltd Usd Ord Stock (NOMD) 0.0 $23k 1.8k 13.15
Cme Group Stock (CME) 0.0 $23k 84.00 268.70
Nrg Energy Stock (NRG) 0.0 $22k 137.00 161.95
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $22k 605.00 36.29
Kb Finl Group Adr (KB) 0.0 $22k 263.00 82.91
Cbre Group Inc Cl A Stock (CBRE) 0.0 $21k 134.00 157.56
Nisource Stock (NI) 0.0 $21k 485.00 43.30
Republic Svcs Stock (RSG) 0.0 $21k 90.00 229.48
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $19k 608.00 31.91
Constellation Energy Corp Stock (CEG) 0.0 $19k 58.00 329.07
Totalenergies Se Adr (TTE) 0.0 $18k 304.00 59.69
Progressive Corp Stock (PGR) 0.0 $18k 72.00 246.94
Digital Rlty Tr Reit (DLR) 0.0 $18k 101.00 172.88
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $17k 175.00 97.08
Deere & Co Stock (DE) 0.0 $17k 37.00 457.27
L3harris Technologies Stock (LHX) 0.0 $17k 55.00 305.42
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.0 $16k 429.00 38.29
Eastern Bankshares Stock (EBC) 0.0 $16k 900.00 18.15
Dt Midstream Stock (DTM) 0.0 $15k 136.00 113.06
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $15k 170.00 89.34
Otis Worldwide Corp Stock (OTIS) 0.0 $15k 161.00 91.43
Nomura Hldgs Adr (NMR) 0.0 $15k 2.0k 7.27
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $14k 40.00 337.50
Nasdaq Stock (NDAQ) 0.0 $13k 146.00 88.45
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $13k 200.00 62.47
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $12k 96.00 121.42
Sony Group Corp Adr (SONY) 0.0 $12k 400.00 28.79
Union Bankshares Stock (UNB) 0.0 $11k 450.00 24.76
Adobe Stock (ADBE) 0.0 $11k 30.00 352.77
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $10k 87.00 118.83
Autodesk Stock (ADSK) 0.0 $10k 32.00 317.66
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $10k 1.3k 7.99
Livewire Group Stock (LVWR) 0.0 $10k 2.1k 4.75
Alaska Air Group Stock (ALK) 0.0 $10k 200.00 49.78
Lincoln Elec Hldgs Stock (LECO) 0.0 $9.7k 41.00 235.83
Motorola Solutions Stock (MSI) 0.0 $9.6k 21.00 457.29
Southern Stock (SO) 0.0 $9.5k 100.00 94.77
Occidental Pete Corp Stock (OXY) 0.0 $9.5k 200.00 47.25
Innovative Indl Pptys Reit (IIPR) 0.0 $9.4k 176.00 53.62
Starbucks Corp Stock (SBUX) 0.0 $9.4k 112.00 84.25
Gilead Sciences Stock (GILD) 0.0 $9.3k 84.00 111.00
Etsy Stock (ETSY) 0.0 $9.2k 138.00 66.39
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $9.1k 90.00 100.70
Honeywell Intl Stock (HON) 0.0 $9.1k 43.00 210.51
Haleon Plc Spon Ads Adr (HLN) 0.0 $9.0k 1.0k 8.97
Aramark Stock (ARMK) 0.0 $8.8k 229.00 38.41
BP Adr (BP) 0.0 $8.6k 250.00 34.46
Idexx Labs Stock (IDXX) 0.0 $8.3k 13.00 638.92
Advanced Micro Devices Stock (AMD) 0.0 $8.1k 50.00 161.80
Lam Research Corp Stock (LRCX) 0.0 $8.0k 60.00 133.90
Ally Finl Stock (ALLY) 0.0 $7.8k 200.00 39.20
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $7.8k 410.00 18.91
American Elec Pwr Stock (AEP) 0.0 $7.4k 66.00 112.50
Icici Bank Adr (IBN) 0.0 $7.4k 244.00 30.23
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $7.3k 500.00 14.68
Novartis Adr (NVS) 0.0 $7.3k 57.00 128.25
Masimo Corp Stock (MASI) 0.0 $7.2k 49.00 147.55
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $6.7k 331.00 20.36
Aecom Stock (ACM) 0.0 $6.5k 50.00 130.48
Clorox Co Del Stock (CLX) 0.0 $6.2k 50.00 123.30
Royal Bk Cda Stock (RY) 0.0 $5.7k 39.00 147.31
Woori Finl Group Adr (WF) 0.0 $5.6k 100.00 56.15
Johnson Ctls Intl Stock (JCI) 0.0 $5.6k 51.00 109.94
Allstate Corp Stock (ALL) 0.0 $5.6k 26.00 214.65
Dupont De Nemours Stock (DD) 0.0 $5.5k 71.00 77.90
Ishares Russell Midcap Etf Etf (IWR) 0.0 $5.4k 56.00 96.55
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $5.4k 339.00 15.94
Ormat Technologies Stock (ORA) 0.0 $5.4k 56.00 96.25
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $5.3k 79.00 67.08
Duke Energy Corp Stock (DUK) 0.0 $5.2k 42.00 123.76
Godaddy Inc Cl A Stock (GDDY) 0.0 $5.1k 37.00 136.84
Block Inc Cl A Stock (XYZ) 0.0 $5.1k 70.00 72.27
Cadence Design System Stock (CDNS) 0.0 $4.9k 14.00 351.29
Kellanova Stock (K) 0.0 $4.8k 59.00 82.02
Snowflake Stock (SNOW) 0.0 $4.5k 20.00 225.55
Workday Inc Cl A Stock (WDAY) 0.0 $4.3k 18.00 240.72
Tenet Healthcare Corp Stock (THC) 0.0 $4.3k 21.00 203.05
Hca Healthcare Stock (HCA) 0.0 $4.3k 10.00 426.20
Sumitomo Mitsui Finl Group Adr (SMFG) 0.0 $4.2k 250.00 16.74
Infosys Adr (INFY) 0.0 $4.1k 254.00 16.27
Atlassian Corporation Cl A Stock (TEAM) 0.0 $4.0k 25.00 159.72
PTC Stock (PTC) 0.0 $3.7k 18.00 203.00
Associated Banc Corp Stock (ASB) 0.0 $3.4k 134.00 25.71
Pdd Holdings Adr (PDD) 0.0 $3.4k 26.00 132.15
HSBC HLDGS Adr (HSBC) 0.0 $3.4k 48.00 70.98
Tapestry Stock (TPR) 0.0 $3.3k 29.00 113.21
Howmet Aerospace Stock (HWM) 0.0 $3.1k 16.00 196.25
Light & Wonder Stock (LNW) 0.0 $3.0k 36.00 83.94
Ringcentral Inc Cl A Stock (RNG) 0.0 $2.8k 100.00 28.34
Organon & Co Stock (OGN) 0.0 $2.7k 255.00 10.68
Leidos Holdings Stock (LDOS) 0.0 $2.6k 14.00 188.93
Aercap Holdings Nv Stock (AER) 0.0 $2.4k 20.00 121.00
Criteo S A Spons Ads Adr (CRTO) 0.0 $2.3k 100.00 22.60
Morgan Stanley Stock (MS) 0.0 $2.2k 14.00 158.93
Fortive Corp Stock (FTV) 0.0 $2.2k 45.00 49.00
Fastly Inc Cl A Stock (FSLY) 0.0 $2.1k 250.00 8.55
Fortinet Stock (FTNT) 0.0 $2.1k 25.00 84.08
Unum Group Stock (UNM) 0.0 $2.0k 26.00 77.77
Welltower Reit (WELL) 0.0 $2.0k 11.00 178.18
Pearson Adr (PSO) 0.0 $1.9k 137.00 14.16
New Oriental Ed & Technology G Adr (EDU) 0.0 $1.9k 36.00 53.08
Block H & R Stock (HRB) 0.0 $1.9k 37.00 50.57
Metlife Stock (MET) 0.0 $1.8k 22.00 82.36
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $1.8k 34.00 53.24
United Microelectronics Corp Adr (UMC) 0.0 $1.7k 218.00 7.58
Dow Stock (DOW) 0.0 $1.7k 72.00 22.93
Grupo Aeroportuario Del Surest Spon Adr Ser B Adr (ASR) 0.0 $1.6k 5.00 323.40
Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $1.6k 148.00 10.65
Assured Guaranty Stock (AGO) 0.0 $1.4k 17.00 84.65
Viatris Stock (VTRS) 0.0 $1.4k 138.00 9.90
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $1.3k 83.00 15.48
General Mtrs Stock (GM) 0.0 $1.1k 19.00 60.26
Prudential Finl Stock (PRU) 0.0 $1.1k 11.00 103.73
Symbotic Inc Class A Stock (SYM) 0.0 $1.1k 20.00 53.90
Aon Plc Shs Cl A Stock (AON) 0.0 $1.1k 3.00 356.67
Qfin Holdings Inc American Dep Adr (QFIN) 0.0 $950.000700 33.00 28.79
Sap Se Adr (SAP) 0.0 $801.999900 3.00 267.33
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $801.999900 9.00 89.11
Ralliant Corp Stock (RAL) 0.0 $655.999500 15.00 43.73
SNDL Stock (SNDL) 0.0 $595.004400 222.00 2.68
Cocrystal Pharma Stock (COCP) 0.0 $523.001600 418.00 1.25
Tilray Brands Stock (TLRY) 0.0 $519.000000 300.00 1.73
Vestis Corporation Stock (VSTS) 0.0 $510.002900 113.00 4.51
Via Transn Inc Com Cl A Stock 0.0 $481.000000 10.00 48.10
Growgeneration Corp Stock (GRWG) 0.0 $374.000000 200.00 1.87
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $271.000000 1.00 271.00
Solaredge Technologies Stock (SEDG) 0.0 $185.000000 5.00 37.00
American Tower Corp Reit (AMT) 0.0 $181.000000 1.00 181.00
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $111.001500 85.00 1.31
Universal Display Corp Stock (OLED) 0.0 $92.000000 1.00 92.00
Hasbro Stock (HAS) 0.0 $74.000000 1.00 74.00
Beyond Meat Stock (BYND) 0.0 $57.000000 30.00 1.90
Skyworks Solutions Stock (SWKS) 0.0 $47.000000 1.00 47.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $4.000000 50.00 0.08
Workhorse Group Stock (WKHS) 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
Match Group Stock (MTCH) 0.0 $0 0 0.00