Clean Yield Group

Clean Yield Group as of March 31, 2026

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 385 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.3 $26M 102k 253.79
Nvidia Corporation Stock (NVDA) 4.5 $16M 91k 174.40
Broadcom Stock (AVGO) 3.4 $12M 40k 309.51
Asml Hldg Nv N Y Registry Adr (ASML) 3.3 $12M 8.9k 1320.83
Cisco Sys Stock (CSCO) 2.6 $9.1M 118k 77.59
GSK Adr (GSK) 2.5 $8.9M 162k 55.19
Prologis Reit (PLD) 2.1 $7.4M 56k 132.18
American Wtr Wks Stock (AWK) 2.0 $7.1M 52k 136.09
Arista Networks Stock (ANET) 1.9 $6.6M 54k 122.78
Ferguson Enterprises Stock (FERG) 1.8 $6.3M 27k 233.26
Unilever Adr (UL) 1.8 $6.3M 110k 56.97
Ha Sustainable Infra Cap Reit (HASI) 1.8 $6.2M 169k 36.75
Ross Stores Stock (ROST) 1.7 $6.2M 29k 216.63
Salesforce Stock (CRM) 1.6 $5.7M 31k 186.67
Stryker Corporation Stock (SYK) 1.5 $5.4M 16k 328.59
Sprouts Fmrs Mkt Stock (SFM) 1.5 $5.3M 69k 77.13
Henry Jack & Assoc Stock (JKHY) 1.5 $5.3M 33k 158.04
Quest Diagnostics Stock (DGX) 1.5 $5.2M 26k 195.98
Costco Wholesale Corporation Stock (COST) 1.5 $5.2M 5.2k 996.43
Camden Natl Corp Stock (CAC) 1.4 $5.1M 108k 47.45
Hubbell Stock (HUBB) 1.4 $5.0M 10k 490.74
Johnson & Johnson Stock (JNJ) 1.4 $4.9M 20k 244.44
Ecolab Stock (ECL) 1.4 $4.9M 18k 266.02
Microsoft Corp Stock (MSFT) 1.3 $4.7M 13k 370.16
International Business Machs Stock (IBM) 1.3 $4.6M 19k 242.39
First Solar Stock (FSLR) 1.3 $4.5M 23k 197.26
Schwab Charles Corp Stock (SCHW) 1.3 $4.4M 47k 93.98
Takeda Pharmaceutical Adr (TAK) 1.2 $4.4M 238k 18.52
Home Depot Stock (HD) 1.2 $4.3M 13k 328.89
Servicenow Stock (NOW) 1.1 $4.1M 39k 104.55
Borgwarner Stock (BWA) 1.1 $4.1M 75k 54.26
Netflix Stock (NFLX) 1.1 $4.0M 42k 96.15
Moodys Corp Stock (MCO) 1.1 $4.0M 9.2k 436.25
Automatic Data Processing Stock (ADP) 1.1 $4.0M 20k 203.18
Valmont Inds Stock (VMI) 1.1 $3.9M 9.8k 399.57
Veeva Sys Inc Cl A Stock (VEEV) 1.1 $3.8M 22k 175.66
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $3.8M 76k 50.44
State Str Corp Stock (STT) 1.0 $3.7M 29k 126.56
Nokia Corp Adr (NOK) 1.0 $3.6M 447k 8.04
Kadant Stock (KAI) 1.0 $3.6M 12k 292.35
Check Point Software Tech Ltd Ord Stock (CHKP) 1.0 $3.6M 25k 142.85
Vodafone Group Adr (VOD) 1.0 $3.4M 228k 15.02
Wabtec Stock (WAB) 1.0 $3.4M 14k 249.91
Healthpeak Properties Reit (DOC) 0.9 $3.2M 194k 16.43
Eli Lilly & Co Stock (LLY) 0.8 $2.9M 3.2k 919.77
Amalgamated Financial Corp Stock (AMAL) 0.8 $2.9M 74k 38.87
H2o America Stock (HTO) 0.8 $2.7M 46k 58.67
Palo Alto Networks Stock (PANW) 0.8 $2.7M 17k 160.32
Columbia Bkg Sys Stock (COLB) 0.7 $2.5M 93k 27.43
Alphabet Class A Stock (GOOGL) 0.7 $2.5M 8.7k 287.56
Chipotle Mexican Grill Stock (CMG) 0.7 $2.5M 78k 32.01
Procter & Gamble Stock (PG) 0.7 $2.4M 17k 144.44
Illinois Tool Wks Stock (ITW) 0.6 $2.2M 8.5k 260.29
Lululemon Athletica Stock (LULU) 0.6 $2.2M 14k 153.10
Expeditors Intl Wash Stock (EXPD) 0.5 $1.9M 14k 143.23
Telus Corporation Stock (TU) 0.5 $1.9M 146k 12.83
Ameresco Inc Cl A Stock (AMRC) 0.5 $1.7M 67k 25.50
Amgen Stock (AMGN) 0.5 $1.7M 4.8k 351.85
Pepsico Stock (PEP) 0.5 $1.7M 11k 155.29
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $1.6M 5.7k 286.88
Sofi Technologies Stock (SOFI) 0.4 $1.6M 98k 15.88
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.6M 2.4k 650.34
United Parcel Svcs Inc Cl B Stock (UPS) 0.4 $1.3M 14k 98.38
Merck & Co Stock (MRK) 0.4 $1.3M 11k 120.29
Thermo Fisher Scientific Stock (TMO) 0.3 $1.2M 2.5k 491.55
Intuit Stock (INTU) 0.3 $1.1M 2.6k 432.38
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.1M 2.3k 479.20
Novo-nordisk A S Adr (NVO) 0.3 $1.1M 30k 36.75
Colgate Palmolive Stock (CL) 0.3 $1.0M 12k 85.23
Us Bancorp Stock (USB) 0.3 $1.0M 20k 52.01
Vital Farms Stock (VITL) 0.3 $934k 66k 14.12
American Express Stock (AXP) 0.3 $931k 3.1k 302.48
Hologic Stock 0.3 $908k 12k 75.59
Abbvie Stock (ABBV) 0.2 $844k 3.9k 217.49
Trimble Stock (TRMB) 0.2 $834k 13k 65.23
Oreilly Automotive Stock (ORLY) 0.2 $823k 8.9k 92.31
Vaneck Green Bond Etf Etf (GRNB) 0.2 $816k 34k 23.96
Becton Dickinson & Co Stock (BDX) 0.2 $728k 4.6k 157.23
Ge Aerospace Stock (GE) 0.2 $713k 2.5k 283.77
Nextera Energy Stock (NEE) 0.2 $683k 7.4k 92.88
Jpmorgan Chase & Co Stock (JPM) 0.2 $650k 2.2k 294.16
Exxon Mobil Corp Stock (XOM) 0.2 $640k 3.8k 169.66
Aflac Stock (AFL) 0.2 $621k 5.7k 109.71
Abbott Laboratories Stock (ABT) 0.2 $602k 5.9k 102.67
Ge Vernova Stock (GEV) 0.2 $598k 685.00 872.90
Texas Instrs Stock (TXN) 0.2 $597k 3.1k 194.14
Keysight Technologies Stock (KEYS) 0.2 $588k 2.1k 282.37
Astrazeneca Plc Ord Adr (AZN) 0.2 $582k 3.0k 197.22
General Mills Stock (GIS) 0.2 $571k 15k 37.22
Mastercard Incorporated Cl A Stock (MA) 0.2 $556k 1.1k 499.66
Essential Utils Stock (WTRG) 0.1 $513k 13k 40.27
Walmart Stock (WMT) 0.1 $510k 4.1k 124.28
Amphenol Corp Cl A Stock (APH) 0.1 $504k 4.0k 126.35
Agilent Technologies Stock (A) 0.1 $500k 4.4k 113.98
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $467k 1.6k 285.84
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $463k 1.6k 290.29
California Wtr Svc Group Stock (CWT) 0.1 $460k 10k 45.34
3M Stock (MMM) 0.1 $435k 3.0k 145.23
Amazon Stock (AMZN) 0.1 $424k 2.0k 208.27
Smucker J M Stock (SJM) 0.1 $423k 4.4k 96.44
Coca Cola Stock (KO) 0.1 $420k 5.5k 76.04
Helios Technologies Stock (HLIO) 0.1 $408k 6.3k 64.71
Vaneck Gold Miners Etf Etf (GDX) 0.1 $407k 4.4k 91.77
Tractor Supply Stock (TSCO) 0.1 $391k 8.6k 45.30
Disney Walt Stock (DIS) 0.1 $385k 4.0k 96.38
Paychex Stock (PAYX) 0.1 $383k 4.2k 92.12
Corning Stock (GLW) 0.1 $376k 2.8k 135.97
Waters Corp Stock (WAT) 0.1 $375k 1.3k 297.80
Mcdonalds Corp Stock (MCD) 0.1 $367k 1.2k 310.79
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $352k 610.00 577.18
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $350k 2.5k 141.43
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $340k 835.00 407.59
Sysco Corp Stock (SYY) 0.1 $324k 4.5k 71.33
Spdr Gold Shares Etf (GLD) 0.1 $316k 735.00 430.29
Lowes Cos Stock (LOW) 0.1 $312k 1.3k 236.28
Iron Mtn Inc Del Reit (IRM) 0.1 $306k 3.0k 102.14
Rtx Corporation Stock (RTX) 0.1 $287k 1.5k 192.90
Mettler Toledo International Stock (MTD) 0.1 $285k 226.00 1261.20
Acuity Stock (AYI) 0.1 $276k 985.00 280.22
Bny Mellon Municipal Intermediate Etf Etf (BKMI) 0.1 $275k 11k 26.10
Renaissancere Hldgs Stock (RNR) 0.1 $271k 910.00 297.23
Target Corp Stock (TGT) 0.1 $268k 2.2k 121.20
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $253k 1.9k 132.90
Unitedhealth Group Stock (UNH) 0.1 $245k 904.00 270.59
Curtiss Wright Corp Stock (CW) 0.1 $238k 350.00 681.12
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $237k 738.00 320.91
Oracle Corp Stock (ORCL) 0.1 $235k 1.6k 147.11
Fedex Corp Stock (FDX) 0.1 $233k 655.00 356.18
Labcorp Holdings Stock (LH) 0.1 $229k 859.00 266.81
Air Products And Chemicals Stock (APD) 0.1 $229k 787.00 290.49
Middlesex Wtr Stock (MSEX) 0.1 $226k 4.4k 52.05
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $221k 518.00 426.40
Mckesson Corp Stock (MCK) 0.1 $213k 246.00 865.36
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $210k 4.5k 46.95
Union Pac Corp Stock (UNP) 0.1 $206k 850.00 242.62
Hershey Stock (HSY) 0.1 $198k 950.00 207.89
Visa Inc Com Cl A Stock (V) 0.1 $197k 650.00 302.24
Comcast Corp New Cl A Stock (CMCSA) 0.1 $195k 6.8k 28.71
Pfizer Stock (PFE) 0.1 $192k 6.8k 28.08
Caterpillar Stock (CAT) 0.1 $191k 270.00 708.46
Travelers Companies Stock (TRV) 0.1 $190k 650.00 291.68
Danaher Corp Del Stock (DHR) 0.1 $189k 994.00 189.60
The Cigna Group Stock (CI) 0.1 $188k 705.00 266.75
Church & Dwight Stock (CHD) 0.1 $183k 2.0k 93.32
United Therapeutics Corp Del Stock (UTHR) 0.1 $178k 300.00 592.98
Tjx Cos Stock (TJX) 0.0 $177k 1.1k 159.70
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $174k 7.0k 24.98
Waste Mgmt Inc Del Stock (WM) 0.0 $173k 751.00 229.79
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $172k 7.4k 23.32
Vanguard Mid-cap Etf Etf (VO) 0.0 $163k 568.00 287.18
Bristol-myers Squibb Stock (BMY) 0.0 $163k 2.7k 60.65
Genuine Parts Stock (GPC) 0.0 $162k 1.5k 105.75
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $161k 1.7k 95.62
Fifth Third Bancorp Stock (FITB) 0.0 $161k 3.5k 46.46
Cencora Stock (COR) 0.0 $157k 500.00 314.14
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $152k 3.2k 47.02
Emerson Elec Stock (EMR) 0.0 $152k 1.2k 131.02
Eaton Corp Stock (ETN) 0.0 $151k 423.00 357.67
At&t Stock (T) 0.0 $151k 5.2k 28.99
Vertex Pharmaceuticals Stock (VRTX) 0.0 $144k 322.00 446.54
Sherwin Williams Stock (SHW) 0.0 $143k 445.00 320.55
Norfolk Southn Corp Stock (NSC) 0.0 $136k 474.00 287.00
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $133k 405.00 327.07
Msci Stock (MSCI) 0.0 $132k 245.00 539.01
Dover Corp Stock (DOV) 0.0 $132k 633.00 208.45
Vanguard Growth Etf Etf (VUG) 0.0 $128k 293.00 436.79
Wells Fargo & Co Stock (WFC) 0.0 $127k 1.6k 79.61
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $123k 11k 11.23
Beta Technologies Inc Com Shs Cl A Stock (BETA) 0.0 $122k 8.3k 14.70
Microchip Technology Stock (MCHP) 0.0 $122k 1.9k 64.61
Yum Brands Stock (YUM) 0.0 $115k 738.00 155.48
Chevron Corporation Stock (CVX) 0.0 $112k 543.00 206.90
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $111k 3.0k 36.84
Carrier Global Corporation Stock (CARR) 0.0 $111k 2.0k 56.31
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $110k 2.4k 45.89
Proshares Vix Short-term Futures Etf Etf (VIXY) 0.0 $110k 3.2k 34.35
Bank New York Mellon Corp Stock (BK) 0.0 $109k 916.00 118.63
Ww Grainger Stock (GWW) 0.0 $105k 96.00 1090.81
Idacorp Stock (IDA) 0.0 $100k 700.00 142.97
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $99k 2.0k 49.89
Ebay Stock (EBAY) 0.0 $98k 1.1k 91.02
Gallagher Arthur J & Co Stock (AJG) 0.0 $98k 451.00 216.58
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $96k 6.7k 14.35
Tennant Stock (TNC) 0.0 $94k 1.4k 66.40
Intel Corp Stock (INTC) 0.0 $93k 2.1k 44.13
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $92k 6.4k 14.33
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $92k 1.8k 51.92
Masco Corp Stock (MAS) 0.0 $91k 1.5k 60.37
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.0 $89k 3.6k 24.80
Avery Dennison Corp Stock (AVY) 0.0 $87k 504.00 172.68
Synopsys Stock (SNPS) 0.0 $85k 214.00 396.48
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $83k 1.1k 78.41
Pnc Finl Svcs Group Stock (PNC) 0.0 $83k 397.00 208.09
Cvs Health Corp Stock (CVS) 0.0 $82k 1.1k 71.82
Vanguard Health Care Etf Etf (VHT) 0.0 $82k 300.00 272.33
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $80k 237.00 337.95
Edwards Lifesciences Corp Stock (EW) 0.0 $80k 1.0k 80.08
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $78k 1.7k 45.46
Xylem Stock (XYL) 0.0 $77k 644.00 119.50
Zoetis Inc Cl A Stock (ZTS) 0.0 $77k 650.00 118.21
Hewlett Packard Enterprise Stock (HPE) 0.0 $76k 3.2k 23.81
Uber Technologies Stock (UBER) 0.0 $75k 1.0k 71.93
Carmax Stock (KMX) 0.0 $75k 1.8k 41.58
Alcon Ag Ord Stock (ALC) 0.0 $72k 950.00 75.35
Wec Energy Group Stock (WEC) 0.0 $71k 617.00 115.77
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $71k 539.00 132.15
Stag Industrial Reit (STAG) 0.0 $66k 1.8k 36.06
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $65k 254.00 257.35
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $65k 3.8k 16.99
Vanguard Value Etf Etf (VTV) 0.0 $65k 329.00 196.20
Franklin Ftse Japan Etf Etf (FLJP) 0.0 $63k 1.8k 36.18
Analog Devices Stock (ADI) 0.0 $62k 196.00 318.14
Ishares Russell 2000 Etf Etf (IWM) 0.0 $62k 250.00 248.00
HP Stock (HPQ) 0.0 $62k 3.2k 19.21
Chubb Ltd Switz Stock (CB) 0.0 $61k 187.00 325.93
Goldman Sachs Group Stock (GS) 0.0 $60k 71.00 845.99
S&p Global Stock (SPGI) 0.0 $57k 133.00 425.34
Ishares Tips Bond Etf Etf (TIP) 0.0 $55k 500.00 110.36
Roper Technologies Stock (ROP) 0.0 $54k 153.00 353.86
Cintas Corp Stock (CTAS) 0.0 $54k 320.00 169.14
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $53k 530.00 100.72
Spotify Technology S A Stock (SPOT) 0.0 $53k 110.00 484.91
Canadian Natl Ry Stock (CNI) 0.0 $51k 500.00 102.77
Twilio Inc Cl A Stock (TWLO) 0.0 $50k 400.00 125.82
Ge Healthcare Technologies Stock (GEHC) 0.0 $50k 702.00 71.18
Worthington Enterprises Stock (WOR) 0.0 $50k 950.00 52.14
Ishares National Muni Bond Etf Etf (MUB) 0.0 $49k 465.00 106.18
Cognex Corp Stock (CGNX) 0.0 $49k 1.0k 48.99
Arrow Finl Corp Stock (AROW) 0.0 $49k 1.5k 33.57
Bar Hbr Bankshares Stock (BHB) 0.0 $49k 1.5k 32.45
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $45k 840.00 53.35
Parker-hannifin Corp Stock (PH) 0.0 $45k 50.00 895.24
Meta Platforms Inc Cl A Stock (META) 0.0 $44k 77.00 572.13
Principal Financial Group Stock (PFG) 0.0 $44k 484.00 90.11
Solventum Corp Stock (SOLV) 0.0 $42k 650.00 65.30
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $42k 356.00 118.62
United States Copper Index Fund Etf (CPER) 0.0 $41k 1.2k 34.43
Qualcomm Stock (QCOM) 0.0 $41k 315.00 128.78
Applied Matls Stock (AMAT) 0.0 $40k 116.00 341.79
Ishares Select Dividend Etf Etf (DVY) 0.0 $39k 260.00 151.41
Trane Technologies Stock (TT) 0.0 $38k 92.00 416.74
Vaneck Short Muni Etf Etf (SMB) 0.0 $38k 2.2k 17.30
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $38k 440.00 86.69
Tesla Stock (TSLA) 0.0 $38k 102.00 371.75
Verizon Communications Stock (VZ) 0.0 $38k 752.00 50.20
Nike Inc Cl B Stock (NKE) 0.0 $37k 700.00 52.82
Worthington Stl Stock (WS) 0.0 $36k 1.2k 30.35
Csx Corp Stock (CSX) 0.0 $36k 879.00 41.05
Doordash Inc Cl A Stock (DASH) 0.0 $34k 225.00 150.15
Dollar Tree Stock (DLTR) 0.0 $33k 300.00 109.51
Blackrock Stock (BLK) 0.0 $33k 34.00 961.71
Fastenal Stock (FAST) 0.0 $32k 696.00 46.40
Marsh & Mclennan Cos Stock (MRSH) 0.0 $32k 186.00 173.45
Mid-amer Apt Cmntys Reit (MAA) 0.0 $32k 260.00 122.12
Price T Rowe Group Stock (TROW) 0.0 $32k 351.00 90.14
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $30k 49.00 616.76
Hartford Insurance Group Stock (HIG) 0.0 $30k 223.00 135.23
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $29k 416.00 70.14
Paypal Hldgs Stock (PYPL) 0.0 $29k 642.00 45.20
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $29k 240.00 120.04
Medtronic Stock (MDT) 0.0 $28k 326.00 86.65
Loews Corp Stock (L) 0.0 $28k 263.00 106.74
Middleby Corp Stock (MIDD) 0.0 $27k 200.00 132.58
Kb Finl Group Adr (KB) 0.0 $26k 263.00 99.73
Kenvue Stock (KVUE) 0.0 $26k 1.5k 17.24
Wheaton Precious Metals Corp Stock (WPM) 0.0 $26k 195.00 131.01
Kimberly-clark Corp Stock (KMB) 0.0 $25k 262.00 96.47
Intuitive Surgical Stock (ISRG) 0.0 $25k 54.00 460.98
Ameriprise Finl Stock (AMP) 0.0 $25k 56.00 444.39
Sun Life Financial Stock (SLF) 0.0 $24k 380.00 62.56
Ubs Group Stock (UBS) 0.0 $23k 591.00 39.07
Dell Technologies Inc Cl C Stock (DELL) 0.0 $21k 129.00 164.13
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $21k 345.00 61.26
Super Micro Computer Stock (SMCI) 0.0 $21k 900.00 22.77
Nrg Energy Stock (NRG) 0.0 $20k 137.00 146.14
Republic Svcs Stock (RSG) 0.0 $20k 90.00 219.02
L3harris Technologies Stock (LHX) 0.0 $19k 55.00 345.15
Cme Group Stock (CME) 0.0 $19k 63.00 295.35
Deere & Co Stock (DE) 0.0 $19k 33.00 563.30
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $18k 1.2k 14.95
Cbre Group Inc Cl A Stock (CBRE) 0.0 $18k 134.00 135.46
Ishares Agency Bond Etf Etf (AGZ) 0.0 $18k 161.00 109.71
Eastern Bankshares Stock (EBC) 0.0 $18k 900.00 19.56
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.0 $17k 462.00 36.59
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $17k 900.00 18.29
Constellation Energy Corp Stock (CEG) 0.0 $16k 58.00 279.26
Williams Sonoma Stock (WSM) 0.0 $16k 88.00 182.33
Digital Rlty Tr Reit (DLR) 0.0 $14k 80.00 180.21
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $14k 140.00 96.62
Occidental Pete Corp Stock (OXY) 0.0 $13k 200.00 65.00
Progressive Corp Stock (PGR) 0.0 $13k 65.00 198.25
Lam Research Corp Stock (LRCX) 0.0 $13k 60.00 213.67
Nomura Hldgs Adr (NMR) 0.0 $12k 1.6k 7.89
BP Adr (BP) 0.0 $12k 250.00 47.00
Gilead Sciences Stock (GILD) 0.0 $12k 84.00 139.37
Lucid Group Stock (LCID) 0.0 $11k 1.2k 9.53
Union Bankshares Stock (UNB) 0.0 $11k 450.00 24.32
Otis Worldwide Corp Stock (OTIS) 0.0 $10k 134.00 77.08
Lincoln Elec Hldgs Stock (LECO) 0.0 $10k 41.00 249.07
Invesco Rafi Emerging Markets Etf Etf (PXH) 0.0 $10k 377.00 26.91
Haleon Plc Spon Ads Adr (HLN) 0.0 $10k 1.0k 10.01
Honeywell Intl Stock (HON) 0.0 $9.7k 43.00 226.02
Southern Stock (SO) 0.0 $9.7k 100.00 96.52
Aramark Stock (ARMK) 0.0 $9.3k 230.00 40.63
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $9.1k 1.3k 7.26
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $9.1k 46.00 198.28
Motorola Solutions Stock (MSI) 0.0 $9.1k 21.00 433.95
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $9.1k 90.00 100.66
Masimo Corp Stock (MASI) 0.0 $8.7k 49.00 177.88
American Elec Pwr Stock (AEP) 0.0 $8.7k 66.00 131.08
Sony Group Corp Adr (SONY) 0.0 $8.3k 400.00 20.70
Ally Finl Stock (ALLY) 0.0 $7.8k 200.00 39.23
Advanced Micro Devices Stock (AMD) 0.0 $7.7k 38.00 203.42
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $7.5k 500.00 15.05
Alaska Air Group Stock (ALK) 0.0 $7.4k 200.00 36.78
Idexx Labs Stock (IDXX) 0.0 $7.3k 13.00 561.92
Adobe Stock (ADBE) 0.0 $7.3k 30.00 243.07
Fastly Inc Cl A Stock (FSLY) 0.0 $7.3k 250.00 29.06
Starbucks Corp Stock (SBUX) 0.0 $7.2k 80.00 89.59
Zimmer Biomet Holdings Stock (ZBH) 0.0 $7.1k 78.00 90.42
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $7.0k 40.00 174.60
Etsy Stock (ETSY) 0.0 $6.9k 138.00 49.98
Sunrun Stock (RUN) 0.0 $6.9k 508.00 13.56
Johnson Ctls Intl Stock (JCI) 0.0 $6.7k 51.00 130.94
Woori Finl Group Adr (WF) 0.0 $6.7k 100.00 66.60
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $6.5k 334.00 19.51
Icici Bank Adr (IBN) 0.0 $6.3k 244.00 25.90
Royal Bk Cda Stock (RY) 0.0 $6.3k 39.00 161.77
Ormat Technologies Stock (ORA) 0.0 $6.3k 56.00 111.93
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $6.1k 166.00 37.02
Factset Resh Sys Stock (FDS) 0.0 $5.9k 27.00 217.00
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $5.8k 410.00 14.12
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $5.8k 100.00 57.64
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $5.8k 339.00 16.97
Dt Midstream Stock (DTM) 0.0 $5.7k 42.00 134.67
Duke Energy Corp Stock (DUK) 0.0 $5.5k 42.00 130.93
Sumitomo Mitsui Fin Grp Adr (SMFG) 0.0 $4.9k 250.00 19.75
Thomson Reuters Corp Stock (TRI) 0.0 $4.9k 54.00 89.98
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $4.8k 79.00 61.35
Hca Healthcare Stock (HCA) 0.0 $4.7k 10.00 473.20
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $4.4k 35.00 126.29
Nasdaq Stock (NDAQ) 0.0 $4.3k 51.00 84.88
Block Inc Cl A Stock (XYZ) 0.0 $4.2k 70.00 60.19
Tapestry Stock (TPR) 0.0 $4.1k 29.00 141.10
Qnity Electronics Stock (Q) 0.0 $4.0k 35.00 115.37
Tenet Healthcare Corp Stock (THC) 0.0 $4.0k 21.00 188.71
HSBC HLDGS Adr (HSBC) 0.0 $4.0k 48.00 82.50
Innovative Indl Pptys Reit (IIPR) 0.0 $4.0k 79.00 50.01
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.7k 100.00 37.26
Howmet Aerospace Stock (HWM) 0.0 $3.7k 16.00 230.44
Livewire Group Stock (LVWR) 0.0 $3.5k 2.1k 1.66
Associated Banc-corp Stock (ASB) 0.0 $3.5k 134.00 25.86
Infosys Adr (INFY) 0.0 $3.4k 254.00 13.51
Dupont De Nemours Stock (DD) 0.0 $3.3k 71.00 45.80
Snowflake Stock (SNOW) 0.0 $3.0k 20.00 150.80
Dow Hldgs Stock (DOW) 0.0 $3.0k 72.00 41.65
Allstate Corp Stock (ALL) 0.0 $2.7k 13.00 207.31
Pdd Holdings Adr (PDD) 0.0 $2.7k 26.00 102.19
Fortive Corp Stock (FTV) 0.0 $2.5k 45.00 55.29
Workday Inc Cl A Stock (WDAY) 0.0 $2.3k 18.00 129.94
Morgan Stanley Stock (MS) 0.0 $2.3k 14.00 164.57
Leidos Holdings Stock (LDOS) 0.0 $2.2k 14.00 155.50
Welltower Reit (WELL) 0.0 $2.2k 11.00 197.73
Fortinet Stock (FTNT) 0.0 $2.0k 25.00 81.72
New Oriental Ed & Technology G Adr (EDU) 0.0 $2.0k 36.00 56.64
United Microelectronics Corp Adr (UMC) 0.0 $2.0k 218.00 8.98
Unum Group Stock (UNM) 0.0 $1.9k 26.00 73.04
Criteo S A Spons Ads Adr (CRTO) 0.0 $1.8k 100.00 17.93
Atlassian Corporation Cl A Stock (TEAM) 0.0 $1.7k 25.00 68.24
Metlife Stock (MET) 0.0 $1.6k 22.00 70.73
Assured Guaranty Stock (AGO) 0.0 $1.4k 17.00 81.47
General Mtrs Stock (GM) 0.0 $1.3k 18.00 74.50
Symbotic Inc Class A Stock (SYM) 0.0 $1.1k 20.00 53.20
Viatris Stock (VTRS) 0.0 $931.996800 69.00 13.51
Vestis Corporation Stock (VSTS) 0.0 $885.004700 113.00 7.83
Ralliant Corp Stock (RAL) 0.0 $624.000000 15.00 41.60
Cocrystal Pharma Stock (COCP) 0.0 $422.012800 418.00 1.01
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $298.001500 85.00 3.51
SNDL Stock (SNDL) 0.0 $292.995600 222.00 1.32
Growgeneration Corp Stock (GRWG) 0.0 $220.000000 200.00 1.10
Tilray Brands Stock (TLRY) 0.0 $194.001000 30.00 6.47
Via Transn Inc Com Cl A Stock (VIA) 0.0 $150.000000 10.00 15.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $3.000000 50.00 0.06
Workhorse Group Stock (WKHS) 0.0 $3.000000 1.00 3.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00