Clean Yield Group

Clean Yield Group as of June 30, 2026

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 395 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.3 $30M 102k 289.36
Nvidia Corporation Stock (NVDA) 4.7 $19M 94k 200.09
Asml Hldg Nv N Y Registry Adr (ASML) 3.8 $15M 7.7k 1989.44
Broadcom Stock (AVGO) 3.4 $14M 36k 377.75
Cisco Sys Stock (CSCO) 3.3 $13M 113k 117.46
Arista Networks Stock (ANET) 2.3 $9.2M 54k 169.88
GSK Adr (GSK) 2.1 $8.3M 159k 52.42
American Wtr Wks Stock (AWK) 1.7 $6.7M 51k 131.58
Prologis Reit (PLD) 1.6 $6.6M 49k 135.47
Ha Sustainable Infra Cap Reit (HASI) 1.6 $6.5M 167k 39.05
Ferguson Enterprises Stock (FERG) 1.6 $6.3M 27k 237.33
Unilever Adr (UL) 1.5 $6.2M 104k 60.12
Camden Natl Corp Stock (CAC) 1.5 $5.9M 109k 54.22
International Business Machs Stock (IBM) 1.5 $5.8M 21k 281.21
Salesforce Stock (CRM) 1.4 $5.8M 37k 156.66
Quest Diagnostics Stock (DGX) 1.4 $5.7M 27k 211.95
Palo Alto Networks Stock (PANW) 1.4 $5.7M 17k 341.02
Nokia Corp Adr (NOK) 1.4 $5.6M 422k 13.28
Hubbell Stock (HUBB) 1.3 $5.4M 10k 523.20
Ecolab Stock (ECL) 1.3 $5.3M 19k 278.61
Microsoft Corp Stock (MSFT) 1.3 $5.3M 14k 373.02
Sprouts Fmrs Mkt Stock (SFM) 1.3 $5.3M 62k 84.58
Stryker Corporation Stock (SYK) 1.3 $5.2M 17k 314.84
Costco Wholesale Corporation Stock (COST) 1.3 $5.2M 5.6k 935.47
Ross Stores Stock (ROST) 1.3 $5.2M 24k 212.85
State Str Corp Stock (STT) 1.3 $5.1M 30k 169.60
Home Depot Stock (HD) 1.3 $5.1M 14k 352.68
Johnson & Johnson Stock (JNJ) 1.3 $5.1M 20k 253.98
First Solar Stock (FSLR) 1.2 $4.9M 21k 235.96
Automatic Data Processing Stock (ADP) 1.2 $4.9M 22k 223.95
Valmont Inds Stock (VMI) 1.2 $4.8M 8.4k 577.60
Borgwarner Stock (BWA) 1.2 $4.8M 72k 66.40
Schwab Charles Corp Stock (SCHW) 1.1 $4.6M 49k 92.27
Henry Jack & Assoc Stock (JKHY) 1.1 $4.5M 33k 137.74
Veeva Sys Inc Cl A Stock (VEEV) 1.1 $4.3M 24k 177.47
Moodys Corp Stock (MCO) 1.0 $4.2M 9.2k 452.92
Servicenow Stock (NOW) 1.0 $4.1M 41k 99.28
Kadant Stock (KAI) 1.0 $4.0M 13k 314.23
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $3.9M 11k 353.35
Eli Lilly & Co Stock (LLY) 0.9 $3.8M 3.2k 1199.43
Wabtec Stock (WAB) 0.9 $3.8M 14k 269.60
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.9 $3.8M 75k 50.42
Takeda Pharmaceutical Adr (TAK) 0.9 $3.7M 228k 16.03
Colgate Palmolive Stock (CL) 0.8 $3.4M 37k 91.68
Check Point Software Tech Ltd Ord Stock (CHKP) 0.8 $3.3M 25k 131.43
Netflix Stock (NFLX) 0.8 $3.2M 45k 71.40
Amalgamated Financial Corp Stock (AMAL) 0.8 $3.1M 68k 45.90
Alphabet Class A Stock (GOOGL) 0.8 $3.1M 8.7k 357.37
Columbia Bkg Sys Stock (COLB) 0.8 $3.0M 95k 32.05
Healthpeak Properties Reit (DOC) 0.7 $3.0M 138k 21.40
Chipotle Mexican Grill Stock (CMG) 0.7 $2.9M 85k 34.00
H2o America Stock (HTO) 0.7 $2.8M 46k 60.77
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.7 $2.7M 23k 114.18
Acuity Stock (AYI) 0.6 $2.5M 6.6k 376.66
Procter & Gamble Stock (PG) 0.6 $2.4M 16k 146.64
Illinois Tool Wks Stock (ITW) 0.6 $2.3M 8.4k 270.47
Ulta Beauty Stock (ULTA) 0.6 $2.3M 5.1k 450.98
Vodafone Group Adr (VOD) 0.6 $2.3M 172k 13.22
Expeditors Intl Wash Stock (EXPD) 0.5 $2.1M 13k 162.98
Amgen Stock (AMGN) 0.5 $2.0M 5.6k 362.12
Ameresco Inc Cl A Stock (AMRC) 0.5 $1.9M 69k 27.60
United Parcel Svcs Inc Cl B Stock (UPS) 0.5 $1.9M 17k 107.50
Sofi Technologies Stock (SOFI) 0.5 $1.8M 103k 17.93
Merck & Co Stock (MRK) 0.5 $1.8M 14k 128.50
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.8M 2.4k 746.77
Lululemon Athletica Stock (LULU) 0.4 $1.6M 14k 114.18
Telus Corporation Stock (TU) 0.4 $1.5M 140k 10.57
Pepsico Stock (PEP) 0.4 $1.5M 11k 135.40
Thermo Fisher Scientific Stock (TMO) 0.3 $1.2M 2.5k 501.38
Novo-nordisk A S Adr (NVO) 0.3 $1.2M 25k 47.94
Us Bancorp Stock (USB) 0.3 $1.2M 20k 60.40
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.2M 2.3k 500.39
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.3 $1.1M 8.0k 142.39
American Express Stock (AXP) 0.3 $1.0M 3.1k 338.25
Abbvie Stock (ABBV) 0.2 $979k 3.9k 251.64
Ge Aerospace Stock (GE) 0.2 $977k 2.6k 373.73
Texas Instrs Stock (TXN) 0.2 $916k 3.1k 298.07
Vital Farms Stock (VITL) 0.2 $843k 73k 11.63
Oreilly Automotive Stock (ORLY) 0.2 $826k 9.0k 92.09
Ge Vernova Stock (GEV) 0.2 $805k 685.00 1174.86
Jpmorgan Chase & Co Stock (JPM) 0.2 $768k 2.3k 327.33
Keysight Technologies Stock (KEYS) 0.2 $687k 2.0k 350.07
Intuit Stock (INTU) 0.2 $681k 2.6k 261.00
Aflac Stock (AFL) 0.2 $667k 5.7k 117.25
Becton Dickinson & Co Stock (BDX) 0.2 $662k 4.4k 151.33
Trimble Stock (TRMB) 0.2 $654k 13k 51.18
Nextera Energy Stock (NEE) 0.2 $646k 7.4k 87.77
Amphenol Corp Cl A Stock (APH) 0.2 $633k 3.6k 176.32
Corning Stock (GLW) 0.2 $629k 2.5k 255.43
Watts Water Technologies Inc Cl A Stock (WTS) 0.2 $625k 1.6k 391.45
Vaneck Green Bond Etf Etf (GRNB) 0.1 $583k 24k 24.14
Agilent Technologies Stock (A) 0.1 $583k 4.4k 132.83
Mastercard Incorporated Cl A Stock (MA) 0.1 $564k 1.1k 513.60
Astrazeneca Plc Ord Adr (AZN) 0.1 $559k 3.0k 189.62
Helios Technologies Stock (HLIO) 0.1 $518k 5.8k 89.25
Exxonmobil Holdings Corp Stock 0.1 $516k 3.8k 136.72
Abbott Laboratories Stock (ABT) 0.1 $507k 5.6k 90.74
Smucker J M Stock (SJM) 0.1 $493k 4.4k 112.50
3M Stock (MMM) 0.1 $485k 3.0k 161.91
California Wtr Svc Group Stock (CWT) 0.1 $479k 9.8k 48.65
General Mills Stock (GIS) 0.1 $476k 14k 34.80
Tractor Supply Stock (TSCO) 0.1 $472k 15k 31.61
Walmart Stock (WMT) 0.1 $465k 4.1k 113.25
Amazon Stock (AMZN) 0.1 $461k 1.9k 238.34
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $449k 610.00 736.40
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $444k 1.4k 307.15
Essential Utils Stock (WTRG) 0.1 $436k 11k 38.31
Coca Cola Stock (KO) 0.1 $433k 5.3k 81.26
Paychex Stock (PAYX) 0.1 $414k 4.2k 98.33
Gallagher Arthur J & Co Stock (AJG) 0.1 $413k 1.8k 229.57
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $405k 2.5k 163.68
Disney Walt Stock (DIS) 0.1 $385k 4.0k 96.25
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $381k 4.6k 82.62
Iron Mtn Inc Del Reit (IRM) 0.1 $379k 3.0k 126.31
Sysco Corp Stock (SYY) 0.1 $369k 4.4k 83.58
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $363k 1.9k 190.52
Unitedhealth Group Stock (UNH) 0.1 $343k 824.00 415.63
Vaneck Gold Miners Etf Etf (GDX) 0.1 $334k 4.4k 75.45
Waters Corp Stock (WAT) 0.1 $325k 867.00 375.04
Intel Corp Stock (INTC) 0.1 $294k 2.1k 139.63
Target Corp Stock (TGT) 0.1 $289k 2.2k 130.61
Renaissancere Hldgs Stock (RNR) 0.1 $288k 910.00 316.90
Lowes Cos Stock (LOW) 0.1 $288k 1.3k 220.49
Caterpillar Stock (CAT) 0.1 $288k 270.00 1064.90
Rtx Corporation Stock (RTX) 0.1 $287k 1.5k 189.73
Mcdonalds Corp Stock (MCD) 0.1 $286k 1.1k 270.31
Bny Mellon Municipal Intermediate Etf Etf (BKMI) 0.1 $278k 11k 26.44
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.1 $272k 735.00 369.87
Spdr Gold Shares Etf (GLD) 0.1 $271k 735.00 368.38
Mettler Toledo International Stock (MTD) 0.1 $268k 210.00 1277.51
Curtiss Wright Corp Stock (CW) 0.1 $265k 350.00 757.76
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $257k 2.1k 124.17
Middlesex Wtr Stock (MSEX) 0.1 $244k 4.4k 56.16
Labcorp Holdings Stock (LH) 0.1 $241k 859.00 280.00
Enterprise Prods Partners Stock (EPD) 0.1 $237k 6.4k 36.76
Corteva Stock (CTVA) 0.1 $235k 2.8k 84.69
Oracle Corp Stock (ORCL) 0.1 $234k 1.6k 146.55
Qnity Electronics Stock (Q) 0.1 $233k 1.4k 163.31
Union Pac Corp Stock (UNP) 0.1 $231k 850.00 272.00
Air Products And Chemicals Stock (APD) 0.1 $231k 787.00 293.18
Cvs Health Corp Stock (CVS) 0.1 $219k 2.1k 103.45
Travelers Companies Stock (TRV) 0.1 $215k 650.00 330.12
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $214k 2.3k 91.64
Visa Inc Com Cl A Stock (V) 0.1 $212k 618.00 343.09
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $210k 4.5k 46.81
Fedex Corp Stock (FDX) 0.1 $205k 655.00 313.13
Fifth Third Bancorp Stock (FITB) 0.0 $195k 3.5k 56.37
The Cigna Group Stock (CI) 0.0 $194k 705.00 275.68
Marvell Technology Stock (MRVL) 0.0 $192k 644.00 297.89
Danaher Corp Del Stock (DHR) 0.0 $191k 1.0k 190.48
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.0 $183k 2.3k 80.57
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $180k 3.2k 55.93
Eaton Corp Stock (ETN) 0.0 $180k 423.00 426.12
Tjx Cos Stock (TJX) 0.0 $175k 1.2k 151.50
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $173k 1.7k 102.81
Microchip Technology Stock (MCHP) 0.0 $172k 1.9k 91.20
Emerson Elec Stock (EMR) 0.0 $168k 1.2k 143.15
Waste Mgmt Inc Del Stock (WM) 0.0 $167k 751.00 222.88
Comcast Corp New Cl A Stock (CMCSA) 0.0 $167k 6.8k 24.55
Hershey Stock (HSY) 0.0 $167k 950.00 175.45
Vertex Pharmaceuticals Stock (VRTX) 0.0 $164k 330.00 496.73
United Therapeutics Corp Del Stock (UTHR) 0.0 $163k 300.00 541.83
Pfizer Stock (PFE) 0.0 $161k 6.7k 24.08
Mckesson Corp Stock (MCK) 0.0 $159k 211.00 755.60
Bristol-myers Squibb Stock (BMY) 0.0 $154k 2.7k 57.62
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $154k 6.6k 23.44
Church & Dwight Stock (CHD) 0.0 $153k 1.6k 96.88
Vanguard Morningstar Growth Etf Etf (VUG) 0.0 $151k 1.8k 86.14
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $150k 405.00 370.59
Norfolk Southn Corp Stock (NSC) 0.0 $149k 474.00 314.59
Hewlett Packard Enterprise Stock (HPE) 0.0 $144k 3.2k 45.11
Carrier Global Corporation Stock (CARR) 0.0 $144k 2.0k 73.35
Dover Corp Stock (DOV) 0.0 $142k 633.00 224.28
Genuine Parts Stock (GPC) 0.0 $142k 1.2k 117.98
Sherwin Williams Stock (SHW) 0.0 $142k 411.00 344.32
Cencora Stock (COR) 0.0 $142k 500.00 282.98
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.0 $141k 3.0k 46.63
Beta Technologies Inc Com Shs Cl A Stock (BETA) 0.0 $139k 8.3k 16.75
Msci Stock (MSCI) 0.0 $137k 245.00 560.04
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $133k 916.00 144.61
Ww Grainger Stock (GWW) 0.0 $131k 96.00 1360.40
Wells Fargo & Co Stock (WFC) 0.0 $130k 1.6k 82.64
Dupont De Nemours Stock (DD) 0.0 $129k 950.00 135.59
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $129k 11k 11.74
Tennant Stock (TNC) 0.0 $124k 1.4k 87.54
Masco Corp Stock (MAS) 0.0 $122k 1.5k 81.37
Ebay Stock (EBAY) 0.0 $120k 1.1k 111.75
Yum Brands Stock (YUM) 0.0 $118k 738.00 159.86
At&t Stock (T) 0.0 $115k 5.6k 20.70
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $113k 237.00 477.57
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $113k 3.1k 37.02
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $109k 2.4k 45.34
Marsh & Mclennan Cos Stock (MRSH) 0.0 $108k 646.00 166.67
Idacorp Stock (IDA) 0.0 $106k 700.00 151.30
Digital Rlty Tr Reit (DLR) 0.0 $104k 580.00 179.58
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $100k 2.0k 50.58
Pnc Finl Svcs Group Stock (PNC) 0.0 $98k 397.00 246.22
Carmax Stock (KMX) 0.0 $97k 1.8k 52.89
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $95k 6.7k 14.31
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $93k 1.7k 54.68
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $93k 1.8k 52.34
Edwards Lifesciences Corp Stock (EW) 0.0 $93k 1.0k 90.46
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $92k 6.4k 14.38
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.0 $91k 3.6k 25.44
Chevron Corporation Stock (CVX) 0.0 $90k 543.00 165.76
Vanguard Health Care Etf Etf (VHT) 0.0 $90k 300.00 299.01
Applied Matls Stock (AMAT) 0.0 $84k 116.00 723.00
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $83k 539.00 154.36
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $83k 1.1k 77.91
Twilio Inc Cl A Stock (TWLO) 0.0 $83k 400.00 206.33
Avery Dennison Corp Stock (AVY) 0.0 $82k 504.00 162.35
Dow Hldgs Stock (DOW) 0.0 $78k 2.9k 27.36
Analog Devices Stock (ADI) 0.0 $78k 196.00 397.17
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT) 0.0 $78k 254.00 306.30
Cognex Corp Stock (CGNX) 0.0 $77k 1.1k 72.42
Uber Technologies Stock (UBER) 0.0 $75k 1.0k 72.16
Ishares Russell 2000 Etf Etf (IWM) 0.0 $75k 250.00 300.45
Shell Plc Spon Ads Adr (SHEL) 0.0 $72k 930.00 77.54
Wec Energy Group Stock (WEC) 0.0 $72k 617.00 116.77
Goldman Sachs Group Stock (GS) 0.0 $72k 71.00 1011.37
Vanguard Morningstar Value Etf Etf (VTV) 0.0 $72k 329.00 217.93
HP Stock (HPQ) 0.0 $70k 3.2k 21.94
Franklin Ftse Japan Etf Etf (FLJP) 0.0 $70k 1.8k 39.75
Stag Industrial Reit (STAG) 0.0 $69k 1.8k 38.07
Chubb Stock (CB) 0.0 $69k 201.00 340.74
Proshares Vix Short-term Futures Etf Etf (VIXY) 0.0 $68k 3.2k 21.29
Arrow Finl Corp Stock (AROW) 0.0 $60k 1.5k 40.99
Canadian Natl Ry Stock (CNI) 0.0 $60k 500.00 119.24
Qualcomm Stock (QCOM) 0.0 $58k 315.00 184.79
Bar Hbr Bankshares Stock (BHB) 0.0 $57k 1.5k 37.76
Dell Technologies Inc Cl C Stock (DELL) 0.0 $56k 129.00 431.46
Ishares Tips Bond Etf Etf (TIP) 0.0 $55k 500.00 109.43
Cintas Corp Stock (CTAS) 0.0 $54k 320.00 170.08
S&p Global Stock (SPGI) 0.0 $54k 133.00 407.26
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $53k 530.00 100.35
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $53k 934.00 56.16
Principal Financial Group Stock (PFG) 0.0 $52k 484.00 107.78
Roper Technologies Stock (ROP) 0.0 $52k 153.00 338.39
Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC) 0.0 $51k 1.4k 37.12
Eaton Vance Tax-managed Global Cef (EXG) 0.0 $51k 5.2k 9.81
Worthington Enterprises Stock (WOR) 0.0 $51k 950.00 53.76
Realty Income Corp Reit (O) 0.0 $51k 820.00 61.96
Spotify Technology S A Stock (SPOT) 0.0 $51k 110.00 459.13
Xylem Stock (XYL) 0.0 $50k 422.00 118.21
Fedex Fght Hldg Stock (FDXF) 0.0 $49k 327.00 151.00
Parker-hannifin Corp Stock (PH) 0.0 $49k 50.00 978.12
Zoetis Inc Cl A Stock (ZTS) 0.0 $47k 650.00 71.86
United States Copper Index Fund Etf (CPER) 0.0 $45k 1.2k 37.73
Trane Technologies Stock (TT) 0.0 $45k 92.00 491.16
Ge Healthcare Technologies Stock (GEHC) 0.0 $45k 702.00 64.01
Alcon Ag Ord Stock (ALC) 0.0 $44k 650.00 67.10
Meta Platforms Inc Cl A Stock (META) 0.0 $43k 77.00 563.29
Csx Corp Stock (CSX) 0.0 $42k 879.00 47.53
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $42k 1.7k 25.03
Doordash Inc Cl A Stock (DASH) 0.0 $42k 225.00 184.53
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $42k 840.00 49.41
Tesla Stock (TSLA) 0.0 $41k 97.00 420.60
Worthington Stl Stock (WS) 0.0 $40k 1.2k 33.58
Price T Rowe Group Stock (TROW) 0.0 $40k 351.00 113.69
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $38k 440.00 86.42
Dollar Tree Stock (DLTR) 0.0 $36k 300.00 120.95
Mid-amer Apt Cmntys Reit (MAA) 0.0 $36k 260.00 138.94
Verizon Communications Stock (VZ) 0.0 $36k 852.00 42.34
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $35k 49.00 703.35
Middleby Corp Stock (MIDD) 0.0 $34k 200.00 172.01
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $34k 666.00 50.23
Fastenal Stock (FAST) 0.0 $33k 696.00 48.03
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $33k 416.00 80.16
Blackrock Stock (BLK) 0.0 $33k 34.00 961.56
Solventum Corp Stock (SOLV) 0.0 $31k 400.00 77.15
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK) 0.0 $30k 340.00 87.91
Sun Life Financial Stock (SLF) 0.0 $30k 380.00 78.42
Loews Corp Stock (L) 0.0 $30k 263.00 113.21
Hartford Insurance Group Stock (HIG) 0.0 $30k 223.00 132.52
Ubs Group Stock (UBS) 0.0 $29k 591.00 49.56
Kimberly-clark Corp Stock (KMB) 0.0 $29k 262.00 109.77
Nike Inc Cl B Stock (NKE) 0.0 $29k 700.00 41.05
Kenvue Stock (KVUE) 0.0 $29k 1.5k 19.11
Paypal Hldgs Stock (PYPL) 0.0 $28k 642.00 43.17
Kb Finl Group Adr (KB) 0.0 $28k 263.00 104.96
Chemours Stock (CC) 0.0 $27k 1.3k 20.52
Super Micro Computer Stock (SMCI) 0.0 $26k 900.00 29.33
Lam Research Corp Stock (LRCX) 0.0 $26k 60.00 433.33
Medtronic Stock (MDT) 0.0 $26k 326.00 78.23
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $24k 240.00 98.25
Ameriprise Finl Stock (AMP) 0.0 $23k 50.00 458.76
Advanced Micro Devices Stock (AMD) 0.0 $22k 38.00 580.92
Wheaton Precious Metals Corp Stock (WPM) 0.0 $22k 195.00 112.32
Intuitive Surgical Stock (ISRG) 0.0 $22k 54.00 397.69
Deere & Co Stock (DE) 0.0 $21k 33.00 634.33
Williams Sonoma Stock (WSM) 0.0 $21k 88.00 233.10
Eastern Bankshares Stock (EBC) 0.0 $20k 900.00 22.24
Nrg Energy Stock (NRG) 0.0 $20k 137.00 146.06
Republic Svcs Stock (RSG) 0.0 $19k 90.00 213.08
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.0 $19k 462.00 40.67
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $19k 348.00 53.03
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $18k 900.00 20.49
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $17k 840.00 20.17
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $17k 140.00 119.13
Cbre Group Inc Cl A Stock (CBRE) 0.0 $16k 121.00 134.69
L3harris Technologies Stock (LHX) 0.0 $16k 55.00 290.58
Lincoln Elec Hldgs Stock (LECO) 0.0 $15k 58.00 265.52
Constellation Energy Corp Stock (CEG) 0.0 $14k 58.00 248.36
Progressive Corp Stock (PGR) 0.0 $14k 65.00 218.45
Cme Group Stock (CME) 0.0 $14k 63.00 220.83
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $14k 795.00 17.41
Nomura Hldgs Adr (NMR) 0.0 $14k 1.6k 8.78
Aramark Stock (ARMK) 0.0 $13k 231.00 56.90
Union Bankshares Stock (UNB) 0.0 $11k 450.00 24.26
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $11k 1.3k 8.44
Vanguard Esg International Stock Etf Etf (VSGX) 0.0 $11k 129.00 82.34
Gilead Sciences Stock (GILD) 0.0 $11k 84.00 126.35
Invesco Rafi Emerging Markets Etf Etf (PXH) 0.0 $11k 377.00 27.88
Alaska Air Group Stock (ALK) 0.0 $10k 200.00 52.20
Etsy Stock (ETSY) 0.0 $10k 138.00 75.33
Occidental Pete Corp Stock (OXY) 0.0 $9.7k 200.00 48.57
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.0 $9.7k 203.00 47.75
Southern Stock (SO) 0.0 $9.6k 100.00 95.71
Haleon Plc Spon Ads Adr (HLN) 0.0 $9.3k 1.0k 9.33
BP Adr (BP) 0.0 $9.2k 250.00 36.95
Ally Finl Stock (ALLY) 0.0 $9.2k 200.00 45.95
American Elec Pwr Stock (AEP) 0.0 $9.0k 66.00 136.80
Motorola Solutions Stock (MSI) 0.0 $8.7k 21.00 415.29
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $8.7k 500.00 17.35
Starbucks Corp Stock (SBUX) 0.0 $8.2k 80.00 102.19
Royal Bk Cda Stock (RY) 0.0 $8.1k 39.00 206.97
Lucid Group Stock (LCID) 0.0 $7.8k 1.2k 6.69
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $7.7k 336.00 22.86
Johnson Ctls Intl Stock (JCI) 0.0 $7.5k 51.00 146.12
Icici Bank Adr (IBN) 0.0 $7.1k 244.00 29.03
Idexx Labs Stock (IDXX) 0.0 $6.8k 13.00 526.46
Sunrun Stock (RUN) 0.0 $6.8k 508.00 13.38
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $6.7k 339.00 19.89
Zimmer Biomet Holdings Stock (ZBH) 0.0 $6.7k 78.00 86.09
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $6.7k 17.00 393.94
Ishares Agency Bond Etf Etf (AGZ) 0.0 $6.7k 61.00 109.28
Factset Resh Sys Stock (FDS) 0.0 $6.2k 27.00 230.07
Dt Midstream Stock (DTM) 0.0 $6.2k 42.00 146.74
Adobe Stock (ADBE) 0.0 $6.2k 30.00 205.03
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $6.0k 166.00 36.01
United Microelectronics Corp Adr (UMC) 0.0 $5.9k 218.00 27.21
Sumitomo Mitsui Fin Grp Adr (SMFG) 0.0 $5.9k 250.00 23.58
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $5.9k 185.00 31.71
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $5.8k 40.00 146.20
Woori Finl Group Adr (WF) 0.0 $5.7k 100.00 57.40
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $5.7k 46.00 124.43
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $5.4k 24.00 227.04
Duke Energy Corp Stock (DUK) 0.0 $5.3k 42.00 126.57
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $5.3k 36.00 146.42
Snowflake Stock (SNOW) 0.0 $5.1k 20.00 254.50
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $5.0k 35.00 143.11
Innovative Indl Pptys Reit (IIPR) 0.0 $5.0k 80.00 62.14
Honeywell Intl Stock (HON) 0.0 $4.7k 21.00 223.90
Honeywell Aerospace Stock (HONA) 0.0 $4.6k 21.00 221.10
Fastly Inc Cl A Stock (FSLY) 0.0 $4.6k 250.00 18.36
HSBC HLDGS Adr (HSBC) 0.0 $4.6k 48.00 95.08
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $4.4k 410.00 10.84
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $4.4k 79.00 55.18
Howmet Aerospace Stock (HWM) 0.0 $4.3k 16.00 268.88
Tapestry Stock (TPR) 0.0 $4.2k 29.00 146.38
Associated Banc-corp Stock (ASB) 0.0 $4.1k 134.00 30.77
Tenet Healthcare Corp Stock (THC) 0.0 $3.9k 21.00 187.10
Ringcentral Inc Cl A Stock (RNG) 0.0 $3.9k 100.00 39.13
Hca Healthcare Stock (HCA) 0.0 $3.9k 10.00 389.90
Fortinet Stock (FTNT) 0.0 $3.8k 25.00 153.64
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $3.7k 47.00 79.43
Allstate Corp Stock (ALL) 0.0 $3.1k 13.00 237.92
Morgan Stanley Stock (MS) 0.0 $2.9k 14.00 209.07
Fortive Corp Stock (FTV) 0.0 $2.7k 45.00 61.09
Infosys Adr (INFY) 0.0 $2.7k 254.00 10.49
Welltower Reit (WELL) 0.0 $2.5k 11.00 227.00
Livewire Group Stock (LVWR) 0.0 $2.4k 2.1k 1.12
Unum Group Stock (UNM) 0.0 $2.3k 26.00 89.38
Workday Inc Cl A Stock (WDAY) 0.0 $2.2k 18.00 122.44
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $2.0k 12.00 164.58
Atlassian Corporation Cl A Stock (TEAM) 0.0 $1.9k 25.00 77.80
Metlife Stock (MET) 0.0 $1.9k 22.00 84.59
Criteo S A Spons Ads Adr (CRTO) 0.0 $1.8k 100.00 18.28
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $1.8k 8.00 221.25
New Oriental Ed & Technology Adr (EDU) 0.0 $1.7k 36.00 45.92
Vestis Corporation Stock (VSTS) 0.0 $1.6k 113.00 14.47
Ormat Technologies Stock (ORA) 0.0 $1.6k 15.00 108.93
General Mtrs Stock (GM) 0.0 $1.4k 18.00 77.06
Viatris Stock (VTRS) 0.0 $1.1k 69.00 15.88
Trulieve Cannabis Corp Sub Vtg Stock 0.0 $983.000000 100.00 9.83
Symbotic Inc Class A Stock (SYM) 0.0 $899.000000 20.00 44.95
Cocrystal Pharma Stock (COCP) 0.0 $438.983600 418.00 1.05
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $358.003000 85.00 4.21
SNDL Stock (SNDL) 0.0 $300.010800 222.00 1.35
Growgeneration Corp Stock (GRWG) 0.0 $296.000000 200.00 1.48
Via Transn Inc Com Cl A Stock (VIA) 0.0 $181.000000 10.00 18.10
Tilray Brands Stock (TLRY) 0.0 $135.000000 30.00 4.50
Workhorse Group Stock (WKHS) 0.0 $3.000000 1.00 3.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $1.000000 50.00 0.02
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00