Connecticut Wealth Management

Connecticut Wealth Management as of June 30, 2025

Portfolio Holdings for Connecticut Wealth Management

Connecticut Wealth Management holds 308 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
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.2 $194M 1.1M 182.82
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 7.8 $164M 1.7M 95.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 7.6 $160M 3.1M 52.34
Ishares Tr Core Msci Eafe (IEFA) 7.6 $160M 1.9M 83.48
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $133M 2.1M 62.02
Ishares Tr Core S&p Scp Etf (IJR) 4.2 $89M 815k 109.29
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $64M 229k 279.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $63M 1.1M 57.01
Vanguard Index Fds Growth Etf (VUG) 2.6 $54M 124k 438.40
Ishares Core Msci Emkt (IEMG) 2.1 $45M 751k 60.03
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $43M 389k 110.10
Vanguard Index Fds Small Cp Etf (VB) 2.0 $41M 173k 236.98
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $40M 194k 204.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $32M 58k 551.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $32M 465k 69.09
Raytheon Technologies Corp (RTX) 1.5 $31M 214k 146.02
Ishares Tr Select Us Reit (ICF) 1.4 $29M 477k 61.16
Ishares Tr Ibonds 25 Trm Ts (IBTF) 1.3 $28M 1.2M 23.36
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.2 $26M 66k 396.54
Apple (AAPL) 1.2 $25M 120k 205.17
Microsoft Corporation (MSFT) 1.2 $24M 49k 497.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $24M 38k 617.84
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $23M 75k 303.93
Wisdomtree Tr Us Total Dividnd (DTD) 1.0 $22M 271k 79.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $20M 424k 46.34
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.9 $19M 835k 22.93
NVIDIA Corporation (NVDA) 0.7 $15M 97k 157.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $14M 101k 138.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $13M 23k 568.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $12M 29k 424.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $11M 39k 284.39
Ishares Tr Core S&p500 Etf (IVV) 0.5 $11M 17k 620.89
Otis Worldwide Corp (OTIS) 0.5 $10M 105k 99.02
Vanguard Index Fds Value Etf (VTV) 0.5 $9.8M 55k 176.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $9.6M 108k 89.06
Carrier Global Corporation (CARR) 0.4 $8.9M 122k 73.19
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.4 $8.6M 46k 188.71
Costco Wholesale Corporation (COST) 0.4 $8.0M 8.1k 989.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $7.9M 16k 485.77
Ishares Tr National Mun Etf (MUB) 0.4 $7.5M 72k 104.48
Moody's Corporation (MCO) 0.3 $7.1M 14k 501.59
Broadcom (AVGO) 0.3 $7.1M 26k 275.65
Amazon (AMZN) 0.3 $7.1M 32k 219.39
JPMorgan Chase & Co. (JPM) 0.3 $6.9M 24k 289.92
Ishares Tr Core Div Grwth (DGRO) 0.3 $6.8M 106k 63.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $6.7M 84k 79.50
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.4M 37k 176.23
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $6.2M 76k 81.53
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $6.2M 67k 92.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $5.9M 75k 78.70
Visa Com Cl A (V) 0.3 $5.7M 16k 355.06
Alphabet Cap Stk Cl C (GOOG) 0.3 $5.6M 32k 177.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $5.6M 31k 181.74
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.5M 62k 89.39
Arch Cap Group Ord (ACGL) 0.3 $5.5M 61k 91.05
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $5.4M 130k 41.03
American Intl Group Com New (AIG) 0.2 $5.0M 58k 85.59
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $4.9M 36k 135.73
Home Depot (HD) 0.2 $4.9M 13k 366.64
McKesson Corporation (MCK) 0.2 $4.5M 6.2k 732.79
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.5M 21k 215.79
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $3.9M 39k 100.70
International Business Machines (IBM) 0.2 $3.9M 13k 294.79
Cintas Corporation (CTAS) 0.2 $3.8M 17k 222.87
Ishares Tr Global 100 Etf (IOO) 0.2 $3.7M 35k 107.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $3.6M 28k 132.14
Ishares Tr Core High Dv Etf (HDV) 0.2 $3.5M 30k 117.17
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.2M 18k 173.27
Meta Platforms Cl A (META) 0.1 $3.0M 4.1k 738.11
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.0M 11k 276.95
UnitedHealth (UNH) 0.1 $3.0M 9.5k 311.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.9M 59k 49.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.8M 21k 133.31
Honeywell International (HON) 0.1 $2.8M 12k 232.87
Ishares Esg Awr Msci Em (ESGE) 0.1 $2.8M 71k 39.17
Oracle Corporation (ORCL) 0.1 $2.7M 13k 218.62
Procter & Gamble Company (PG) 0.1 $2.7M 17k 159.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.6M 4.6k 566.45
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.5M 7.5k 339.55
Automatic Data Processing (ADP) 0.1 $2.4M 7.9k 308.40
Ge Aerospace Com New (GE) 0.1 $2.4M 9.4k 257.39
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.4M 59k 40.11
Johnson & Johnson (JNJ) 0.1 $2.4M 15k 152.75
Ameriprise Financial (AMP) 0.1 $2.3M 4.4k 533.72
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.3M 7.7k 298.89
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $2.3M 17k 133.04
Cigna Corp (CI) 0.1 $2.2M 6.6k 330.56
TJX Companies (TJX) 0.1 $2.2M 18k 123.49
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.2M 24k 90.17
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $2.1M 30k 72.69
Danaher Corporation (DHR) 0.1 $2.1M 11k 197.53
Ishares Tr Core Msci Total (IXUS) 0.1 $2.1M 27k 77.31
Caterpillar (CAT) 0.1 $2.0M 5.3k 388.21
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.0M 23k 89.22
Thermo Fisher Scientific (TMO) 0.1 $2.0M 5.0k 405.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.0M 26k 77.34
Eli Lilly & Co. (LLY) 0.1 $1.9M 2.4k 779.61
Union Pacific Corporation (UNP) 0.1 $1.8M 8.0k 230.07
Gartner (IT) 0.1 $1.8M 4.5k 404.22
Merus N V (MRUS) 0.1 $1.8M 33k 52.60
Pepsi (PEP) 0.1 $1.7M 13k 132.04
Progressive Corporation (PGR) 0.1 $1.7M 6.6k 266.86
Bank of America Corporation (BAC) 0.1 $1.7M 37k 47.32
Adobe Systems Incorporated (ADBE) 0.1 $1.7M 4.5k 386.88
Servicenow (NOW) 0.1 $1.7M 1.7k 1028.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.7M 3.9k 440.65
Snap-on Incorporated (SNA) 0.1 $1.7M 5.5k 311.18
O'reilly Automotive (ORLY) 0.1 $1.7M 19k 90.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.7M 23k 73.63
Nextera Energy (NEE) 0.1 $1.6M 24k 69.42
Exxon Mobil Corporation (XOM) 0.1 $1.6M 15k 107.80
McDonald's Corporation (MCD) 0.1 $1.6M 5.5k 292.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.6M 7.1k 226.50
Wal-Mart Stores (WMT) 0.1 $1.5M 16k 97.78
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.5M 16k 99.20
Horizon Technology Fin (HRZN) 0.1 $1.5M 211k 7.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.5M 5.3k 285.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M 16k 91.97
Axis Cap Hldgs SHS (AXS) 0.1 $1.5M 15k 103.82
Amphenol Corp Cl A (APH) 0.1 $1.5M 15k 98.75
M&T Bank Corporation (MTB) 0.1 $1.5M 7.7k 193.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.5M 22k 67.22
Marriott Intl Cl A (MAR) 0.1 $1.5M 5.3k 273.20
Illinois Tool Works (ITW) 0.1 $1.5M 5.9k 247.25
Teradyne (TER) 0.1 $1.4M 16k 89.92
Abbott Laboratories (ABT) 0.1 $1.4M 10k 136.02
Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.4M 18k 78.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.3M 37k 35.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.3M 2.9k 445.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.3M 26k 48.24
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $1.3M 14k 88.75
Arthur J. Gallagher & Co. (AJG) 0.1 $1.2M 3.9k 320.12
Mccormick & Co Com Non Vtg (MKC) 0.1 $1.2M 17k 75.82
ConocoPhillips (COP) 0.1 $1.2M 14k 89.74
Ge Vernova (GEV) 0.1 $1.2M 2.3k 529.15
Cummins (CMI) 0.1 $1.2M 3.7k 327.50
Netflix (NFLX) 0.1 $1.2M 907.00 1339.13
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.1k 561.94
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $1.2M 15k 79.76
Tesla Motors (TSLA) 0.1 $1.2M 3.7k 317.66
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.1M 23k 50.12
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $1.1M 12k 93.76
Fastenal Company (FAST) 0.1 $1.1M 26k 42.00
Rockwell Automation (ROK) 0.1 $1.1M 3.3k 332.17
Ishares Tr Ishares Biotech (IBB) 0.1 $1.1M 8.7k 126.51
Chubb (CB) 0.0 $1.0M 3.6k 289.72
Hartford Financial Services (HIG) 0.0 $1.0M 8.0k 126.86
Marsh & McLennan Companies (MMC) 0.0 $995k 4.5k 218.62
salesforce (CRM) 0.0 $988k 3.6k 272.69
Zoetis Cl A (ZTS) 0.0 $974k 6.2k 155.96
Hubbell (HUBB) 0.0 $972k 2.4k 408.41
Cisco Systems (CSCO) 0.0 $970k 14k 69.38
Parker-Hannifin Corporation (PH) 0.0 $963k 1.4k 698.47
Scotts Miracle-gro Cl A (SMG) 0.0 $961k 15k 65.96
Atlantic Union B (AUB) 0.0 $946k 30k 31.28
Trane Technologies SHS (TT) 0.0 $940k 2.2k 437.41
Lowe's Companies (LOW) 0.0 $935k 4.2k 221.87
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $920k 4.7k 195.42
Tractor Supply Company (TSCO) 0.0 $915k 17k 52.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $910k 4.7k 194.23
Intuit (INTU) 0.0 $909k 1.2k 787.63
Aon Shs Cl A (AON) 0.0 $908k 2.5k 356.76
Sherwin-Williams Company (SHW) 0.0 $876k 2.6k 343.36
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $875k 28k 31.76
Walt Disney Company (DIS) 0.0 $854k 6.9k 124.01
Texas Instruments Incorporated (TXN) 0.0 $848k 4.1k 207.62
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $844k 3.5k 238.67
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.0 $842k 9.7k 86.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $800k 4.9k 164.46
Chevron Corporation (CVX) 0.0 $790k 5.5k 143.19
Ul Solutions Class A Com Shs (ULS) 0.0 $786k 11k 72.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $784k 30k 26.50
Goldman Sachs (GS) 0.0 $784k 1.1k 707.75
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $765k 15k 51.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $763k 13k 59.81
Alcon Ord Shs (ALC) 0.0 $760k 8.6k 88.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $755k 4.8k 157.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $753k 14k 52.37
Merck & Co (MRK) 0.0 $752k 9.5k 79.16
Abbvie (ABBV) 0.0 $744k 4.0k 185.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $736k 6.0k 123.58
Travelers Companies (TRV) 0.0 $726k 2.7k 267.54
Deere & Company (DE) 0.0 $722k 1.4k 508.49
Labcorp Holdings Com Shs (LH) 0.0 $720k 2.7k 262.51
Fair Isaac Corporation (FICO) 0.0 $720k 394.00 1827.96
Emerson Electric (EMR) 0.0 $718k 5.4k 133.34
EOG Resources (EOG) 0.0 $717k 6.0k 119.61
First Tr Exchange-traded SHS (FDL) 0.0 $712k 17k 41.87
Intuitive Surgical Com New (ISRG) 0.0 $698k 1.3k 543.20
Waste Management (WM) 0.0 $694k 3.0k 228.81
Coca-Cola Company (KO) 0.0 $689k 9.7k 70.75
Church & Dwight (CHD) 0.0 $682k 7.1k 96.11
Airbnb Com Cl A (ABNB) 0.0 $666k 5.0k 132.33
Morgan Stanley Com New (MS) 0.0 $665k 4.7k 140.87
Qualcomm (QCOM) 0.0 $651k 4.1k 159.26
Air Products & Chemicals (APD) 0.0 $648k 2.3k 282.02
Mondelez Intl Cl A (MDLZ) 0.0 $645k 9.6k 67.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $644k 26k 24.44
Booking Holdings (BKNG) 0.0 $631k 109.00 5789.24
Becton, Dickinson and (BDX) 0.0 $621k 3.6k 172.25
HEICO Corporation (HEI) 0.0 $615k 1.9k 328.00
Stryker Corporation (SYK) 0.0 $605k 1.5k 395.63
Amgen (AMGN) 0.0 $603k 2.2k 279.21
Ametek (AME) 0.0 $601k 3.3k 180.96
Xylem (XYL) 0.0 $598k 4.6k 129.36
CSX Corporation (CSX) 0.0 $584k 18k 32.63
Wells Fargo & Company (WFC) 0.0 $579k 7.2k 80.12
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $578k 7.0k 82.66
Prudential Financial (PRU) 0.0 $572k 5.3k 107.44
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $552k 11k 48.75
Phillips 66 (PSX) 0.0 $540k 4.5k 119.30
Cyberark Software SHS (CYBR) 0.0 $539k 1.3k 406.88
Fortinet (FTNT) 0.0 $528k 5.0k 105.72
Eaton Corp SHS (ETN) 0.0 $517k 1.4k 356.99
General Motors Company (GM) 0.0 $498k 10k 49.21
Eversource Energy (ES) 0.0 $497k 7.8k 63.62
Quanta Services (PWR) 0.0 $476k 1.3k 377.98
Ecolab (ECL) 0.0 $475k 1.8k 269.44
Ishares Tr Residential Mult (REZ) 0.0 $474k 5.8k 82.34
Starbucks Corporation (SBUX) 0.0 $460k 5.0k 91.63
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $459k 11k 42.27
Asml Holding N V N Y Registry Shs (ASML) 0.0 $458k 572.00 801.41
Martin Marietta Materials (MLM) 0.0 $453k 826.00 548.96
Fiserv (FI) 0.0 $443k 2.6k 172.41
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $440k 1.6k 278.84
Carlisle Companies (CSL) 0.0 $429k 1.2k 373.40
Corning Incorporated (GLW) 0.0 $409k 7.8k 52.59
Equinix (EQIX) 0.0 $404k 508.00 795.47
Regeneron Pharmaceuticals (REGN) 0.0 $397k 757.00 524.91
Msci (MSCI) 0.0 $393k 681.00 576.74
Vanguard World Inf Tech Etf (VGT) 0.0 $392k 591.00 663.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $391k 16k 25.30
Ishares Tr Esg Optimized (SUSA) 0.0 $391k 3.1k 126.73
American Express Company (AXP) 0.0 $388k 1.2k 318.98
Palantir Technologies Cl A (PLTR) 0.0 $386k 2.8k 136.32
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $380k 3.4k 112.01
Boston Scientific Corporation (BSX) 0.0 $371k 3.5k 107.41
Invesco Actively Managed Exc S&p500 Downsid (PHDG) 0.0 $370k 11k 35.29
Garmin SHS (GRMN) 0.0 $368k 1.8k 208.72
Boeing Company (BA) 0.0 $363k 1.7k 209.49
Astrazeneca Sponsored Adr (AZN) 0.0 $361k 5.2k 69.88
Edwards Lifesciences (EW) 0.0 $360k 4.6k 78.20
Zimmer Holdings (ZBH) 0.0 $359k 3.9k 91.21
General Dynamics Corporation (GD) 0.0 $358k 1.2k 291.63
Teleflex Incorporated (TFX) 0.0 $357k 3.0k 118.36
Universal Display Corporation (OLED) 0.0 $355k 2.3k 154.46
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $350k 4.1k 85.21
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $334k 3.6k 93.88
Willis Towers Watson SHS (WTW) 0.0 $328k 1.1k 306.50
Veeva Sys Cl A Com (VEEV) 0.0 $326k 1.1k 287.98
At&t (T) 0.0 $324k 11k 28.94
Hamilton Lane Cl A (HLNE) 0.0 $318k 2.2k 142.12
Comfort Systems USA (FIX) 0.0 $316k 590.00 536.21
Avery Dennison Corporation (AVY) 0.0 $311k 1.8k 175.47
Citigroup Com New (C) 0.0 $307k 3.6k 85.13
Kkr & Co (KKR) 0.0 $306k 2.3k 133.02
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $304k 12k 25.03
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $301k 4.0k 74.43
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $301k 2.0k 150.40
Sony Group Corp Sponsored Adr (SONY) 0.0 $291k 11k 26.03
Nike CL B (NKE) 0.0 $290k 4.1k 71.04
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $289k 13k 22.49
Ishares Tr Select Divid Etf (DVY) 0.0 $286k 2.2k 132.81
Halozyme Therapeutics (HALO) 0.0 $283k 5.4k 52.02
Tg Therapeutics (TGTX) 0.0 $280k 7.8k 35.99
Kimberly-Clark Corporation (KMB) 0.0 $275k 2.1k 128.92
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $273k 3.0k 90.98
Kinsale Cap Group (KNSL) 0.0 $271k 560.00 483.90
Valero Energy Corporation (VLO) 0.0 $270k 2.0k 134.42
PNC Financial Services (PNC) 0.0 $270k 1.4k 186.42
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.0 $270k 3.1k 86.58
Trimble Navigation (TRMB) 0.0 $270k 3.5k 75.98
Agilent Technologies Inc C ommon (A) 0.0 $266k 2.3k 118.01
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $265k 12k 22.36
Lockheed Martin Corporation (LMT) 0.0 $265k 571.00 463.14
Vanguard Index Fds Large Cap Etf (VV) 0.0 $263k 920.00 285.30
Vanguard World Health Car Etf (VHT) 0.0 $258k 1.0k 248.34
Elf Beauty (ELF) 0.0 $257k 2.1k 124.44
CVS Caremark Corporation (CVS) 0.0 $255k 3.7k 68.98
Toronto Dominion Bk Ont Com New (TD) 0.0 $254k 3.5k 73.46
Novartis Sponsored Adr (NVS) 0.0 $247k 2.0k 121.01
Cadence Design Systems (CDNS) 0.0 $245k 796.00 308.15
Schrodinger (SDGR) 0.0 $244k 12k 20.12
Chipotle Mexican Grill (CMG) 0.0 $241k 4.3k 56.15
Vanguard World Mega Grwth Ind (MGK) 0.0 $241k 659.00 366.17
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $241k 5.0k 48.17
Allstate Corporation (ALL) 0.0 $231k 1.1k 201.31
Ishares Tr Mbs Etf (MBB) 0.0 $230k 2.5k 93.89
Uber Technologies (UBER) 0.0 $230k 2.5k 93.30
Global Partners Com Units (GLP) 0.0 $228k 4.3k 52.73
Dynatrace Com New (DT) 0.0 $226k 4.1k 55.21
3M Company (MMM) 0.0 $225k 1.5k 152.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $221k 1.1k 194.95
Constellation Energy (CEG) 0.0 $219k 677.00 322.76
Wec Energy Group (WEC) 0.0 $216k 2.1k 104.18
Paychex (PAYX) 0.0 $216k 1.5k 145.46
Rigel Pharmaceuticals (RIGL) 0.0 $216k 12k 18.73
Dell Technologies CL C (DELL) 0.0 $215k 1.8k 122.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $213k 8.9k 23.83
Target Corporation (TGT) 0.0 $206k 2.1k 98.65
Verisign (VRSN) 0.0 $205k 711.00 288.80
Dover Corporation (DOV) 0.0 $203k 1.1k 183.30
Cdw (CDW) 0.0 $201k 1.1k 178.59
Vericel (VCEL) 0.0 $201k 4.7k 42.55
Quicklogic Corp Com New (QUIK) 0.0 $198k 32k 6.16
Brookline Ban 0.0 $149k 14k 10.55
Ford Motor Company (F) 0.0 $125k 12k 10.85
Trisalus Life Sciences (TLSI) 0.0 $122k 22k 5.45