Clean Yield Group

Clean Yield Group as of Sept. 30, 2026

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 392 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 8.2 $34M 101k 333.02
Nvidia Corporation Stock (NVDA) 5.3 $22M 95k 228.38
Asml Hldg Nv N Y Registry Adr (ASML) 3.4 $14M 7.7k 1811.67
Broadcom Stock (AVGO) 3.1 $13M 36k 351.19
Cisco Sys Stock (CSCO) 2.9 $12M 113k 107.63
Arista Networks Stock (ANET) 2.7 $11M 54k 203.59
Salesforce Stock (CRM) 2.1 $8.6M 38k 229.57
GSK Adr (GSK) 1.9 $7.7M 160k 48.17
Microsoft Corp Stock (MSFT) 1.8 $7.3M 14k 512.90
Veeva Sys Inc Cl A Stock (VEEV) 1.7 $6.8M 24k 285.45
Palo Alto Networks Stock (PANW) 1.6 $6.7M 17k 397.31
American Wtr Wks Stock (AWK) 1.6 $6.5M 51k 129.47
Prologis Reit (PLD) 1.5 $6.4M 49k 129.84
Quest Diagnostics Stock (DGX) 1.5 $6.4M 27k 233.07
Unilever Adr (UL) 1.5 $6.3M 103k 60.73
Ferguson Enterprises Stock (FERG) 1.4 $5.9M 27k 222.62
Camden Natl Corp Stock (CAC) 1.4 $5.8M 104k 55.34
Automatic Data Processing Stock (ADP) 1.4 $5.7M 22k 258.06
Servicenow Stock (NOW) 1.4 $5.6M 42k 134.01
Ross Stores Stock (ROST) 1.3 $5.5M 24k 233.40
State Str Corp Stock (STT) 1.3 $5.4M 31k 174.59
Ecolab Stock (ECL) 1.3 $5.4M 20k 274.58
Johnson & Johnson Stock (JNJ) 1.3 $5.3M 20k 264.75
Stryker Corporation Stock (SYK) 1.3 $5.3M 19k 275.39
Ha Sustainable Infra Cap Reit (HASI) 1.3 $5.2M 144k 35.82
Costco Wholesale Corporation Stock (COST) 1.2 $5.1M 5.6k 910.34
Charles Schwab Corp Stock (SCHW) 1.2 $5.0M 52k 97.74
Hubbell Stock (HUBB) 1.2 $4.9M 11k 453.60
Henry Jack & Assoc Stock (JKHY) 1.2 $4.8M 33k 143.24
International Business Machs Stock (IBM) 1.1 $4.7M 21k 219.93
Nokia Corp Adr (NOK) 1.1 $4.5M 440k 10.14
Borgwarner Stock (BWA) 1.1 $4.4M 74k 60.11
Moodys Corp Stock (MCO) 1.0 $4.3M 9.4k 454.13
Takeda Pharmaceutical Adr (TAK) 1.0 $4.2M 233k 18.19
Home Depot Stock (HD) 1.0 $4.2M 15k 284.49
Wabtec Stock (WAB) 1.0 $4.1M 14k 287.18
Sprouts Fmrs Mkt Stock (SFM) 1.0 $4.0M 60k 66.35
Valmont Inds Stock (VMI) 0.9 $3.9M 8.3k 462.98
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $3.7M 11k 340.73
Colgate Palmolive Stock (CL) 0.9 $3.7M 44k 85.32
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.9 $3.7M 25k 148.30
First Solar Stock (FSLR) 0.9 $3.7M 21k 175.16
Columbia Bkg Sys Stock (COLB) 0.9 $3.6M 128k 28.60
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.9 $3.5M 76k 46.40
Kadant Stock (KAI) 0.8 $3.3M 13k 261.52
Check Point Software Tech Ltd Ord Stock (CHKP) 0.8 $3.2M 25k 128.35
Amalgamated Financial Corp Stock (AMAL) 0.8 $3.2M 68k 47.57
Ulta Beauty Stock (ULTA) 0.8 $3.2M 5.9k 546.17
Netflix Stock (NFLX) 0.8 $3.1M 45k 69.58
Alphabet Class A Stock (GOOGL) 0.7 $3.0M 8.7k 344.08
Eli Lilly & Co Stock (LLY) 0.7 $2.9M 2.5k 1157.08
H2o America Stock (HTO) 0.7 $2.8M 45k 61.63
Chipotle Mexican Grill Stock (CMG) 0.7 $2.8M 87k 31.95
Healthpeak Properties Reit (DOC) 0.7 $2.7M 138k 19.97
Vodafone Group Adr (VOD) 0.6 $2.6M 164k 16.15
Sofi Technologies Stock (SOFI) 0.6 $2.6M 164k 15.72
United Parcel Svcs Inc Cl B Stock (UPS) 0.6 $2.4M 25k 93.44
Amgen Stock (AMGN) 0.6 $2.4M 5.6k 421.51
Procter & Gamble Stock (PG) 0.6 $2.3M 16k 145.28
Expeditors Intl Wash Stock (EXPD) 0.6 $2.3M 13k 184.64
Acuity Stock (AYI) 0.5 $2.2M 7.2k 309.81
Illinois Tool Wks Stock (ITW) 0.5 $2.1M 8.3k 257.28
Merck & Co Stock (MRK) 0.5 $2.1M 15k 145.31
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.8M 2.4k 762.63
Thermo Fisher Scientific Stock (TMO) 0.4 $1.7M 2.5k 675.08
Ameresco Inc Cl A Stock (AMRC) 0.3 $1.4M 69k 20.71
Pepsico Stock (PEP) 0.3 $1.4M 11k 126.72
Lululemon Athletica Stock (LULU) 0.3 $1.3M 14k 96.19
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.3 $1.2M 8.0k 146.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.2M 2.3k 497.95
Us Bancorp Stock (USB) 0.3 $1.0M 18k 57.76
Abbvie Stock (ABBV) 0.2 $1.0M 3.9k 261.59
American Express Stock (AXP) 0.2 $936k 3.1k 304.10
Novo-nordisk A S Adr (NVO) 0.2 $922k 24k 37.91
Texas Instrs Stock (TXN) 0.2 $861k 3.1k 280.09
Nextera Energy Stock (NEE) 0.2 $792k 11k 75.74
Becton Dickinson & Co Stock (BDX) 0.2 $784k 4.4k 179.00
Jpmorgan Chase & Co Stock (JPM) 0.2 $777k 2.3k 330.83
Oreilly Automotive Stock (ORLY) 0.2 $766k 9.0k 85.41
Agilent Technologies Stock (A) 0.2 $756k 4.4k 172.31
Trimble Stock (TRMB) 0.2 $730k 13k 57.11
Intuit Stock (INTU) 0.2 $717k 2.6k 275.71
Keysight Technologies Stock (KEYS) 0.2 $714k 2.0k 364.04
Exxonmobil Holdings Corp Stock (XOM) 0.2 $695k 4.3k 162.75
Vital Farms Stock (VITL) 0.2 $674k 73k 9.28
Ge Vernova Stock (GEV) 0.2 $651k 685.00 950.49
Aflac Stock (AFL) 0.2 $636k 5.7k 111.78
Amphenol Corp Cl A Stock (APH) 0.1 $606k 7.2k 84.30
Mastercard Incorporated Cl A Stock (MA) 0.1 $606k 1.1k 551.47
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $565k 1.6k 354.18
Vaneck Green Bond Etf Etf (GRNB) 0.1 $557k 24k 23.22
Abbott Laboratories Stock (ABT) 0.1 $552k 5.6k 98.83
Smucker J M Stock (SJM) 0.1 $521k 4.4k 118.91
Essential Utils Stock (WTRG) 0.1 $505k 13k 39.19
3M Stock (MMM) 0.1 $485k 3.0k 164.15
Amazon Stock (AMZN) 0.1 $482k 1.9k 249.15
General Mills Stock (GIS) 0.1 $481k 15k 32.16
Astrazeneca Plc Ord Adr (AZN) 0.1 $476k 3.0k 161.47
Coca Cola Stock (KO) 0.1 $458k 5.3k 86.07
Travelers Companies Stock (TRV) 0.1 $456k 1.3k 356.51
California Wtr Svc Group Stock (CWT) 0.1 $455k 9.8k 46.27
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $451k 610.00 739.77
Walmart Stock (WMT) 0.1 $426k 4.1k 103.92
Disney Walt Stock (DIS) 0.1 $419k 4.0k 104.90
Paychex Stock (PAYX) 0.1 $415k 4.2k 98.50
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $413k 2.5k 166.81
Gallagher Arthur J & Co Stock (AJG) 0.1 $411k 1.8k 228.11
Helios Technologies Stock (HLIO) 0.1 $394k 5.8k 67.92
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $394k 4.6k 85.48
Ge Aerospace Stock (GE) 0.1 $386k 1.2k 312.29
Mcdonalds Corp Stock (MCD) 0.1 $385k 1.7k 230.94
Corning Stock (GLW) 0.1 $379k 2.5k 153.76
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $373k 1.9k 195.75
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $352k 1.2k 282.59
Target Corp Stock (TGT) 0.1 $346k 2.2k 156.69
Sysco Corp Stock (SYY) 0.1 $344k 4.4k 77.96
Waste Mgmt Inc Del Stock (WM) 0.1 $344k 1.7k 203.92
Waters Corp Stock (WAT) 0.1 $338k 768.00 439.39
Iron Mtn Inc Del Reit (IRM) 0.1 $333k 3.0k 110.95
Vaneck Gold Miners Etf Etf (GDX) 0.1 $319k 3.6k 87.80
Mettler Toledo International Stock (MTD) 0.1 $317k 210.00 1510.95
Unitedhealth Group Stock (UNH) 0.1 $303k 824.00 367.08
Bristol-myers Squibb Stock (BMY) 0.1 $301k 4.8k 62.40
Renaissancere Hldgs Stock (RNR) 0.1 $290k 910.00 318.23
Rtx Corporation Stock (RTX) 0.1 $281k 1.5k 185.65
Spdr Gold Shares Etf (GLD) 0.1 $280k 735.00 380.84
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.1 $271k 725.00 374.22
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $270k 2.9k 91.64
Labcorp Holdings Stock (LH) 0.1 $265k 859.00 308.11
Danaher Corp Del Stock (DHR) 0.1 $263k 1.2k 221.55
Bny Mellon Municipal Intermediate Etf Etf (BKMI) 0.1 $262k 11k 24.84
Intel Corp Stock (INTC) 0.1 $253k 2.1k 120.23
Lowes Cos Stock (LOW) 0.1 $241k 1.3k 184.29
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.1 $239k 18k 13.43
Tractor Supply Stock (TSCO) 0.1 $232k 7.4k 31.29
Union Pac Corp Stock (UNP) 0.1 $231k 850.00 272.13
Middlesex Wtr Stock (MSEX) 0.1 $230k 4.4k 52.97
Enterprise Prods Partners Stock (EPD) 0.1 $229k 6.4k 35.61
Oracle Corp Stock (ORCL) 0.1 $219k 1.6k 137.30
Air Products And Chemicals Stock (APD) 0.1 $219k 787.00 278.23
Caterpillar Stock (CAT) 0.1 $219k 270.00 810.79
Corteva Stock (CTVA) 0.1 $216k 2.8k 77.65
Visa Inc Com Cl A Stock (V) 0.1 $215k 598.00 359.33
Hewlett Packard Enterprise Stock (HPE) 0.0 $204k 3.2k 63.89
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $199k 4.5k 44.41
Royce Small Cap Trust Cef (RVT) 0.0 $198k 12k 17.13
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $197k 1.6k 125.26
The Cigna Group Stock (CI) 0.0 $192k 705.00 271.83
Curtiss Wright Corp Stock (CW) 0.0 $190k 350.00 543.82
Pfizer Stock (PFE) 0.0 $190k 6.7k 28.52
Fedex Corp Stock (FDX) 0.0 $187k 655.00 285.09
Beta Technologies Inc Com Shs Cl A Stock (BETA) 0.0 $184k 8.3k 22.10
Emerson Elec Stock (EMR) 0.0 $182k 1.2k 155.10
Eaton Corp Stock (ETN) 0.0 $182k 423.00 429.71
Cvs Health Corp Stock (CVS) 0.0 $182k 2.1k 85.69
Mckesson Corp Stock (MCK) 0.0 $180k 211.00 853.81
Qnity Electronics Stock (Q) 0.0 $179k 1.4k 125.74
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.0 $178k 2.3k 78.42
Fifth Third Bancorp Stock (FITB) 0.0 $175k 3.5k 50.58
Vertex Pharmaceuticals Stock (VRTX) 0.0 $173k 330.00 522.81
Marvell Technology Stock (MRVL) 0.0 $170k 644.00 264.21
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $168k 3.2k 52.00
United Therapeutics Corp Del Stock (UTHR) 0.0 $163k 300.00 541.89
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $160k 6.7k 23.86
Vanguard Morningstar Growth Etf Etf (VUG) 0.0 $158k 1.8k 90.11
Nuveen Quality Muncp Income Cef (NAD) 0.0 $156k 15k 10.12
Tjx Cos Stock (TJX) 0.0 $153k 1.2k 132.31
Genuine Parts Stock (GPC) 0.0 $151k 1.2k 125.74
Cencora Stock (COR) 0.0 $150k 500.00 300.25
Hershey Stock (HSY) 0.0 $150k 950.00 157.61
Church & Dwight Stock (CHD) 0.0 $149k 1.6k 94.22
Comcast Corp New Cl A Stock (CMCSA) 0.0 $148k 6.8k 21.76
Microchip Technology Stock (MCHP) 0.0 $147k 1.9k 77.77
Norfolk Southn Corp Stock (NSC) 0.0 $147k 474.00 309.00
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $144k 405.00 355.67
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.0 $143k 3.0k 47.17
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $133k 916.00 144.63
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $132k 1.3k 103.04
Msci Stock (MSCI) 0.0 $132k 245.00 538.66
Novartis Adr (NVS) 0.0 $128k 900.00 142.57
Wells Fargo & Co Stock (WFC) 0.0 $126k 1.6k 80.05
Dupont De Nemours Stock (DD) 0.0 $123k 949.00 129.89
Telus Corporation Stock (TU) 0.0 $122k 15k 8.39
Sherwin Williams Stock (SHW) 0.0 $120k 370.00 323.27
Ww Grainger Stock (GWW) 0.0 $120k 96.00 1245.76
At&t Stock (T) 0.0 $119k 4.9k 24.40
Dover Corp Stock (DOV) 0.0 $118k 633.00 187.05
Twilio Inc Cl A Stock (TWLO) 0.0 $117k 400.00 292.46
Ebay Stock (EBAY) 0.0 $114k 1.1k 106.05
Shell Plc Spon Ads Adr (SHEL) 0.0 $114k 1.2k 95.05
Chevron Corporation Stock (CVX) 0.0 $111k 543.00 204.21
Marsh & Mclennan Cos Stock (MRSH) 0.0 $110k 646.00 170.73
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $109k 11k 9.95
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $108k 237.00 456.19
Carrier Global Corporation Stock (CARR) 0.0 $108k 2.0k 54.86
Verizon Communications Stock (VZ) 0.0 $107k 2.3k 45.87
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $105k 4.6k 22.59
Carmax Stock (KMX) 0.0 $101k 1.8k 55.11
Masco Corp Stock (MAS) 0.0 $101k 1.5k 67.40
Yum Brands Stock (YUM) 0.0 $101k 738.00 136.34
HP Stock (HPQ) 0.0 $100k 3.2k 31.28
Tennant Stock (TNC) 0.0 $95k 1.4k 67.22
Vanguard Health Care Etf Etf (VHT) 0.0 $95k 300.00 316.08
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $95k 2.4k 39.44
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $94k 2.0k 47.36
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $93k 1.7k 54.15
Idacorp Stock (IDA) 0.0 $92k 700.00 130.73
Southern Stock (SO) 0.0 $91k 1.1k 82.89
Edwards Lifesciences Corp Stock (EW) 0.0 $88k 1.0k 86.32
Avery Dennison Corp Stock (AVY) 0.0 $86k 504.00 170.67
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $85k 6.4k 13.25
American Elec Pwr Stock (AEP) 0.0 $85k 716.00 118.64
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.0 $84k 3.6k 23.47
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $84k 539.00 155.74
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $81k 1.1k 76.40
Pnc Finl Svcs Group Stock (PNC) 0.0 $80k 361.00 222.26
Dow Hldgs Stock (DOW) 0.0 $79k 2.9k 27.54
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $78k 336.00 233.16
Analog Devices Stock (ADI) 0.0 $78k 196.00 396.71
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT) 0.0 $74k 254.00 292.10
Franklin Ftse Japan Etf Etf (FLJP) 0.0 $73k 1.8k 41.40
Uber Technologies Stock (UBER) 0.0 $72k 1.0k 68.51
Vanguard Morningstar Value Etf Etf (VTV) 0.0 $71k 329.00 216.08
Ishares Russell 2000 Etf Etf (IWM) 0.0 $70k 250.00 277.89
Dell Technologies Inc Cl C Stock (DELL) 0.0 $69k 129.00 537.95
Idex Corp Stock (IEX) 0.0 $68k 300.00 227.98
National Fuel Gas Stock (NFG) 0.0 $68k 900.00 75.86
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.0 $67k 445.00 150.86
Chubb Stock (CB) 0.0 $65k 201.00 325.25
Stag Industrial Reit (STAG) 0.0 $65k 1.8k 35.81
Cognex Corp Stock (CGNX) 0.0 $64k 1.1k 60.65
Goldman Sachs Group Stock (GS) 0.0 $64k 71.00 900.37
Cintas Corp Stock (CTAS) 0.0 $62k 320.00 195.06
Wec Energy Group Stock (WEC) 0.0 $62k 617.00 100.78
Canadian Natl Ry Stock (CNI) 0.0 $60k 500.00 118.90
Applied Matls Stock (AMAT) 0.0 $59k 116.00 511.38
Bar Hbr Bankshares Stock (BHB) 0.0 $58k 1.5k 38.69
Qualcomm Stock (QCOM) 0.0 $58k 315.00 184.04
Worthington Enterprises Stock (WOR) 0.0 $57k 950.00 59.54
Meta Platforms Inc Cl A Stock (META) 0.0 $56k 77.00 725.18
Principal Financial Group Stock (PFG) 0.0 $54k 484.00 111.96
Arrow Finl Corp Stock (AROW) 0.0 $54k 1.5k 36.85
Spotify Technology S A Stock (SPOT) 0.0 $54k 110.00 487.38
Roper Technologies Stock (ROP) 0.0 $54k 153.00 349.41
S&p Global Stock (SPGI) 0.0 $53k 133.00 394.47
Ishares Tips Bond Etf Etf (TIP) 0.0 $52k 500.00 104.04
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $49k 530.00 92.17
Parker-hannifin Corp Stock (PH) 0.0 $48k 50.00 955.42
United States Copper Index Fund Etf (CPER) 0.0 $48k 1.2k 39.78
Ge Healthcare Technologies Stock (GEHC) 0.0 $46k 702.00 65.37
Zoetis Inc Cl A Stock (ZTS) 0.0 $45k 650.00 69.83
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $43k 840.00 51.15
Xylem Stock (XYL) 0.0 $43k 422.00 101.27
Worthington Stl Stock (WS) 0.0 $42k 1.2k 35.23
Alcon Ag Ord Stock (ALC) 0.0 $42k 650.00 64.75
Trane Technologies Stock (TT) 0.0 $42k 92.00 451.98
Doordash Inc Cl A Stock (DASH) 0.0 $41k 225.00 183.55
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $41k 1.7k 24.25
Csx Corp Stock (CSX) 0.0 $41k 879.00 46.51
Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC) 0.0 $39k 1.4k 28.22
Super Micro Computer Stock (SMCI) 0.0 $37k 900.00 41.07
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $37k 270.00 135.53
Price T Rowe Group Stock (TROW) 0.0 $37k 351.00 104.05
Blackrock Stock (BLK) 0.0 $36k 34.00 1058.29
Xcel Energy Stock (XEL) 0.0 $35k 500.00 70.48
Fastenal Stock (FAST) 0.0 $35k 696.00 49.53
Tesla Stock (TSLA) 0.0 $34k 97.00 354.81
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $34k 440.00 77.78
Dollar Tree Stock (DLTR) 0.0 $34k 300.00 114.02
Kimberly-clark Corp Stock (KMB) 0.0 $34k 350.00 97.43
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $34k 416.00 81.67
Paypal Hldgs Stock (PYPL) 0.0 $34k 642.00 52.55
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $33k 666.00 49.22
Kb Finl Group Adr (KB) 0.0 $32k 263.00 123.10
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $32k 49.00 656.71
Mid-amer Apt Cmntys Reit (MAA) 0.0 $31k 260.00 117.74
Fedex Fght Hldg Stock (FDXF) 0.0 $29k 262.00 109.38
Ubs Group Stock (UBS) 0.0 $28k 591.00 48.13
Medtronic Stock (MDT) 0.0 $28k 326.00 86.29
Loews Corp Stock (L) 0.0 $28k 263.00 104.43
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $27k 240.00 113.95
Kenvue Stock (KVUE) 0.0 $27k 1.5k 17.66
Wheaton Precious Metals Corp Stock (WPM) 0.0 $26k 195.00 133.72
Fidelity Total Bond Etf Etf (FBND) 0.0 $25k 583.00 43.30
Ameriprise Finl Stock (AMP) 0.0 $25k 50.00 492.36
Advanced Micro Devices Stock (AMD) 0.0 $23k 38.00 611.76
Deere & Co Stock (DE) 0.0 $22k 33.00 671.55
Intuitive Surgical Stock (ISRG) 0.0 $22k 54.00 406.63
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $22k 603.00 35.73
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $22k 350.00 61.43
Middleby Corp Stock (MIDD) 0.0 $21k 200.00 103.58
Williams Sonoma Stock (WSM) 0.0 $20k 88.00 227.94
Lam Research Corp Stock (LRCX) 0.0 $20k 60.00 328.52
Sun Life Financial Stock (SLF) 0.0 $19k 249.00 77.97
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $19k 1.1k 17.00
Republic Svcs Stock (RSG) 0.0 $19k 90.00 209.87
Eastern Bankshares Stock (EBC) 0.0 $19k 900.00 20.93
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.0 $19k 462.00 40.41
Hartford Insurance Group Stock (HIG) 0.0 $18k 148.00 122.36
Chemours Stock (CC) 0.0 $18k 1.3k 13.57
Cme Group Stock (CME) 0.0 $17k 63.00 261.98
Cbre Group Inc Cl A Stock (CBRE) 0.0 $16k 121.00 128.47
Nomura Hldgs Adr (NMR) 0.0 $15k 1.6k 9.78
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $15k 140.00 106.97
Constellation Energy Corp Stock (CEG) 0.0 $15k 58.00 254.02
Healthcare Rlty Tr Cl A Reit (HR) 0.0 $14k 800.00 17.74
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $14k 795.00 17.78
Digital Rlty Tr Reit (DLR) 0.0 $14k 80.00 175.53
Nrg Energy Stock (NRG) 0.0 $13k 137.00 95.65
L3harris Technologies Stock (LHX) 0.0 $13k 55.00 236.78
Gilead Sciences Stock (GILD) 0.0 $13k 84.00 149.05
Aramark Stock (ARMK) 0.0 $12k 231.00 53.66
Occidental Pete Corp Stock (OXY) 0.0 $11k 200.00 55.32
BP Adr (BP) 0.0 $11k 250.00 43.99
Invesco Rafi Emerging Markets Etf Etf (PXH) 0.0 $11k 377.00 29.07
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $11k 1.3k 8.63
Lincoln Elec Hldgs Stock (LECO) 0.0 $11k 41.00 264.59
Vanguard Esg International Stock Etf Etf (VSGX) 0.0 $11k 129.00 81.07
Union Bankshares Stock (UNB) 0.0 $10k 450.00 23.00
Progressive Corp Stock (PGR) 0.0 $10k 48.00 207.31
Etsy Stock (ETSY) 0.0 $9.9k 138.00 71.49
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.0 $9.4k 203.00 46.47
Haleon Plc Spon Ads Adr (HLN) 0.0 $9.0k 1.0k 9.00
Solventum Corp Stock (SOLV) 0.0 $8.8k 100.00 88.15
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $8.4k 46.00 183.37
Midera Food Processing Stock (MFP) 0.0 $8.2k 200.00 40.82
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $7.8k 339.00 23.07
Royal Bk Cda Stock (RY) 0.0 $7.7k 39.00 196.59
Johnson Ctls Intl Stock (JCI) 0.0 $7.6k 51.00 148.65
Woori Finl Group Adr (WF) 0.0 $7.6k 100.00 75.54
Adasina Social Justice All Cap Global Etf Etf (JSTC) 0.0 $7.5k 336.00 22.43
Ally Finl Stock (ALLY) 0.0 $7.5k 200.00 37.62
Starbucks Corp Stock (SBUX) 0.0 $7.5k 80.00 93.96
Ringcentral Inc Cl A Stock (RNG) 0.0 $7.5k 101.00 74.40
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $7.5k 500.00 14.94
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $7.5k 40.00 186.40
Factset Resh Sys Stock (FDS) 0.0 $7.3k 27.00 269.96
Adobe Stock (ADBE) 0.0 $7.2k 30.00 239.93
Zimmer Biomet Holdings Stock (ZBH) 0.0 $6.9k 78.00 88.83
Snowflake Stock (SNOW) 0.0 $6.8k 20.00 339.55
Idexx Labs Stock (IDXX) 0.0 $6.8k 13.00 522.15
Icici Bk Adr (IBN) 0.0 $6.7k 244.00 27.55
Ishares Agency Bond Etf Etf (AGZ) 0.0 $6.5k 61.00 106.54
Sumitomo Mitsui Fin Grp Adr (SMFG) 0.0 $6.5k 250.00 25.91
Fastly Inc Cl A Stock (FSLY) 0.0 $6.4k 250.00 25.67
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $5.6k 35.00 160.66
Tenet Healthcare Corp Stock (THC) 0.0 $5.4k 21.00 255.57
United Microelectronics Corp Adr (UMC) 0.0 $5.3k 218.00 24.49
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $5.3k 166.00 31.70
Dt Midstream Stock (DTM) 0.0 $5.0k 42.00 119.48
HSBC HLDGS Adr (HSBC) 0.0 $4.8k 48.00 99.31
Lucid Group Stock (LCID) 0.0 $4.7k 1.2k 4.07
Atlassian Corporation Cl A Stock (TEAM) 0.0 $4.5k 25.00 179.28
Fortinet Stock (FTNT) 0.0 $4.5k 25.00 178.76
Honeywell Intl Stock (HON) 0.0 $4.4k 21.00 210.95
Innovative Indl Pptys Reit (IIPR) 0.0 $4.3k 81.00 52.94
Hca Healthcare Stock (HCA) 0.0 $4.3k 10.00 426.70
Sunrun Stock (RUN) 0.0 $3.9k 508.00 7.77
Alaska Air Group Stock (ALK) 0.0 $3.9k 100.00 38.70
Associated Banc-corp Stock (ASB) 0.0 $3.8k 134.00 28.65
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $3.8k 410.00 9.34
Howmet Aerospace Stock (HWM) 0.0 $3.6k 16.00 226.19
Workday Inc Cl A Stock (WDAY) 0.0 $3.4k 18.00 190.44
Tapestry Stock (TPR) 0.0 $3.3k 29.00 115.03
Honeywell Aerospace Stock (HONA) 0.0 $3.3k 21.00 154.95
Livewire Group Stock (LVWR) 0.0 $3.2k 2.1k 1.53
Vanguard Information Technology Etf Etf (VGT) 0.0 $3.0k 24.00 125.67
Infosys Adr (INFY) 0.0 $2.7k 254.00 10.76
Morgan Stanley Stock (MS) 0.0 $2.6k 14.00 188.07
Welltower Reit (WELL) 0.0 $2.5k 11.00 230.27
Fortive Corp Stock (FTV) 0.0 $2.5k 45.00 54.80
Vaneck Semiconductor Etf Etf (SMH) 0.0 $2.4k 4.00 609.00
Unum Group Stock (UNM) 0.0 $2.3k 26.00 87.73
Metlife Stock (MET) 0.0 $2.1k 22.00 94.18
New Oriental Ed & Technology Adr (EDU) 0.0 $2.0k 36.00 55.50
Invesco Global Clean Energy Etf Etf (PBD) 0.0 $1.8k 110.00 16.79
Criteo S A Ord Stock (CRTO) 0.0 $1.5k 100.00 15.20
Vestis Corporation Stock (VSTS) 0.0 $1.5k 113.00 13.31
General Mtrs Stock (GM) 0.0 $1.4k 18.00 77.00
Ormat Technologies Stock (ORA) 0.0 $1.4k 15.00 91.47
Viatris Stock (VTRS) 0.0 $1.2k 69.00 17.72
Trulieve Cannabis Corp Sub Vtg Stock (TRLV) 0.0 $1.1k 100.00 10.90
Symbotic Inc Class A Stock (SYM) 0.0 $841.000000 20.00 42.05
Cocrystal Pharma Stock (COCP) 0.0 $480.992600 418.00 1.15
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $336.999500 85.00 3.96
Via Transn Inc Com Cl A Stock (VIA) 0.0 $303.000000 10.00 30.30
Growgeneration Corp Stock (GRWG) 0.0 $300.000000 200.00 1.50
SNDL Stock (SNDL) 0.0 $286.002600 222.00 1.29
Tilray Brands Stock (TLRY) 0.0 $113.001000 30.00 3.77
Workhorse Group Stock (WKHS) 0.0 $3.000000 1.00 3.00
Livewire Group Inc Wt Exp 092627 Stock (LVWR.WS) 0.0 $2.000000 50.00 0.04
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00