Howland Capital Management as of March 31, 2023
Portfolio Holdings for Howland Capital Management
Howland Capital Management holds 264 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 8.1 | $134M | 2.5M | 53.47 | |
| Microsoft Corporation (MSFT) | 6.1 | $101M | 349k | 288.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $55M | 179k | 308.77 | |
| Watsco, Incorporated (WSO) | 2.9 | $48M | 152k | 318.16 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $47M | 82k | 576.72 | |
| Visa Com Cl A (V) | 2.8 | $47M | 209k | 225.46 | |
| Danaher Corporation (DHR) | 2.8 | $47M | 184k | 252.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $44M | 423k | 103.73 | |
| American Tower Reit (AMT) | 2.4 | $40M | 194k | 204.34 | |
| TJX Companies (TJX) | 2.3 | $39M | 496k | 78.36 | |
| Apple (AAPL) | 1.9 | $32M | 191k | 164.90 | |
| S&p Global (SPGI) | 1.9 | $31M | 90k | 344.77 | |
| Chubb (CB) | 1.8 | $31M | 156k | 194.99 | |
| Te Connectivity SHS (TEL) | 1.8 | $29M | 224k | 131.15 | |
| Chevron Corporation (CVX) | 1.7 | $29M | 176k | 163.16 | |
| Kinsale Cap Group (KNSL) | 1.7 | $28M | 94k | 300.15 | |
| IDEXX Laboratories (IDXX) | 1.7 | $28M | 55k | 500.08 | |
| Ecolab (ECL) | 1.5 | $25M | 153k | 166.03 | |
| Johnson & Johnson (JNJ) | 1.5 | $24M | 158k | 155.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $24M | 58k | 410.89 | |
| Agnico (AEM) | 1.4 | $24M | 467k | 50.97 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.3 | $22M | 267k | 83.21 | |
| Automatic Data Processing (ADP) | 1.3 | $22M | 99k | 223.90 | |
| Amphenol Corp Cl A (APH) | 1.3 | $22M | 269k | 81.92 | |
| MercadoLibre (MELI) | 1.3 | $21M | 16k | 1318.06 | |
| Walt Disney Company (DIS) | 1.2 | $21M | 207k | 100.13 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.2 | $20M | 276k | 71.84 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.2 | $19M | 192k | 99.25 | |
| American Water Works (AWK) | 1.2 | $19M | 130k | 146.49 | |
| Union Pacific Corporation (UNP) | 1.1 | $19M | 92k | 201.26 | |
| CVS Caremark Corporation (CVS) | 1.1 | $17M | 234k | 74.31 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $17M | 159k | 109.66 | |
| Aspen Technology (AZPN) | 1.0 | $17M | 76k | 228.87 | |
| Sprott Physical Gold Tr Unit (PHYS) | 1.0 | $17M | 1.1M | 15.46 | |
| Qualcomm (QCOM) | 1.0 | $17M | 133k | 127.58 | |
| Constellation Brands Cl A (STZ) | 1.0 | $17M | 74k | 225.89 | |
| Yum! Brands (YUM) | 1.0 | $17M | 126k | 132.08 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 1.0 | $16M | 867k | 18.91 | |
| Procter & Gamble Company (PG) | 1.0 | $16M | 107k | 148.69 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $14M | 350k | 40.40 | |
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.8 | $13M | 135k | 94.89 | |
| O'reilly Automotive (ORLY) | 0.7 | $12M | 14k | 848.98 | |
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $12M | 194k | 61.95 | |
| Medtronic SHS (MDT) | 0.7 | $12M | 143k | 80.62 | |
| CarMax (KMX) | 0.7 | $11M | 173k | 64.28 | |
| Eversource Energy (ES) | 0.7 | $11M | 141k | 78.26 | |
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $11M | 289k | 37.37 | |
| Peak (DOC) | 0.6 | $10M | 465k | 21.97 | |
| UGI Corporation (UGI) | 0.6 | $9.2M | 263k | 35.12 | |
| Stryker Corporation (SYK) | 0.5 | $9.0M | 32k | 286.22 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.5 | $8.2M | 172k | 47.75 | |
| Paychex (PAYX) | 0.5 | $8.2M | 71k | 114.59 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $7.9M | 17.00 | 465600.00 | |
| Amazon (AMZN) | 0.5 | $7.7M | 74k | 103.29 | |
| Pepsi (PEP) | 0.5 | $7.5M | 41k | 182.30 | |
| Paypal Holdings (PYPL) | 0.5 | $7.5M | 98k | 75.94 | |
| General Electric Com New (GE) | 0.4 | $6.3M | 66k | 95.68 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $6.2M | 124k | 50.25 | |
| Texas Pacific Land Corp (TPL) | 0.4 | $6.0M | 3.5k | 1701.02 | |
| Merck & Co (MRK) | 0.3 | $5.5M | 52k | 107.12 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.5M | 42k | 130.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.3M | 14k | 376.07 | |
| Costco Wholesale Corporation (COST) | 0.3 | $4.9M | 9.9k | 496.87 | |
| Coca-Cola Company (KO) | 0.3 | $4.9M | 79k | 62.50 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.3 | $4.9M | 198k | 24.59 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $4.4M | 24k | 183.22 | |
| Abbvie (ABBV) | 0.3 | $4.3M | 27k | 159.37 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $4.2M | 170k | 24.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.1M | 103k | 39.46 | |
| Nucor Corporation (NUE) | 0.2 | $4.0M | 26k | 154.98 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.0M | 20k | 204.10 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $4.0M | 54k | 73.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.8M | 37k | 104.00 | |
| Abbott Laboratories (ABT) | 0.2 | $3.4M | 33k | 101.26 | |
| Yandex N V Shs Class A (YNDX) | 0.2 | $3.3M | 223k | 14.90 | |
| Eaton Corp SHS (ETN) | 0.2 | $3.2M | 19k | 171.34 | |
| Pfizer (PFE) | 0.2 | $3.1M | 75k | 40.80 | |
| SYSCO Corporation (SYY) | 0.2 | $3.0M | 39k | 77.23 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.9M | 25k | 117.18 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 9.5k | 279.61 | |
| Colgate-Palmolive Company (CL) | 0.2 | $2.6M | 34k | 75.15 | |
| Meta Platforms Cl A (META) | 0.1 | $2.5M | 12k | 211.94 | |
| Edwards Lifesciences (EW) | 0.1 | $2.4M | 30k | 82.73 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.4M | 12k | 193.99 | |
| Emerson Electric (EMR) | 0.1 | $2.4M | 27k | 87.14 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | 9.4k | 244.33 | |
| Illinois Tool Works (ITW) | 0.1 | $2.3M | 9.2k | 244.76 | |
| Hershey Company (HSY) | 0.1 | $2.2M | 8.8k | 254.41 | |
| Home Depot (HD) | 0.1 | $2.2M | 7.6k | 295.12 | |
| Gilead Sciences (GILD) | 0.1 | $2.2M | 27k | 82.97 | |
| ConocoPhillips (COP) | 0.1 | $2.0M | 20k | 99.81 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | 5.8k | 343.42 | |
| Ishares Tr Ibonds Dec23 Etf | 0.1 | $1.9M | 77k | 25.19 | |
| Wayfair Cl A (W) | 0.1 | $1.9M | 56k | 34.34 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.9M | 11k | 166.55 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | 5.2k | 363.41 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.9M | 54k | 34.58 | |
| Caterpillar (CAT) | 0.1 | $1.9M | 8.2k | 228.84 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | 64k | 28.60 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.8M | 22k | 82.03 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | 26k | 69.31 | |
| Air Products & Chemicals (APD) | 0.1 | $1.7M | 5.9k | 288.96 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | 44k | 37.91 | |
| Fiserv (FI) | 0.1 | $1.6M | 14k | 113.03 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $1.5M | 64k | 23.73 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.8k | 385.37 | |
| Service Corporation International (SCI) | 0.1 | $1.5M | 21k | 68.78 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.4M | 45k | 31.48 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.4M | 47k | 30.13 | |
| Simon Property (SPG) | 0.1 | $1.4M | 13k | 111.97 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | 14k | 97.93 | |
| Shell Spon Ads (SHEL) | 0.1 | $1.4M | 24k | 57.54 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.3M | 4.6k | 277.77 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | 9.0k | 138.11 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.2M | 9.0k | 134.07 | |
| BP Sponsored Adr (BP) | 0.1 | $1.2M | 31k | 37.94 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 13k | 87.80 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.1M | 1.4k | 821.67 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 4.3k | 255.47 | |
| General Mills (GIS) | 0.1 | $1.1M | 13k | 85.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | 11k | 96.70 | |
| International Business Machines (IBM) | 0.1 | $1.1M | 8.3k | 131.09 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $1.1M | 10k | 104.49 | |
| Masco Corporation (MAS) | 0.1 | $1.1M | 21k | 49.72 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.0M | 4.0k | 247.54 | |
| Ishares Tr Ibonds 23 Trm Ts | 0.1 | $991k | 40k | 24.81 | |
| Brown Forman Corp Cl A (BF.A) | 0.1 | $981k | 15k | 65.40 | |
| Akamai Technologies (AKAM) | 0.1 | $966k | 12k | 78.30 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $952k | 14k | 69.41 | |
| 3M Company (MMM) | 0.1 | $924k | 8.8k | 105.11 | |
| Intel Corporation (INTC) | 0.1 | $922k | 28k | 32.67 | |
| Verizon Communications (VZ) | 0.1 | $915k | 24k | 38.89 | |
| Tesla Motors (TSLA) | 0.1 | $911k | 4.4k | 207.46 | |
| CSX Corporation (CSX) | 0.1 | $876k | 29k | 29.94 | |
| Nike CL B (NKE) | 0.1 | $871k | 7.1k | 122.64 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $870k | 1.9k | 459.60 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $866k | 6.4k | 135.40 | |
| Cisco Systems (CSCO) | 0.1 | $858k | 16k | 52.27 | |
| Oracle Corporation (ORCL) | 0.1 | $853k | 9.2k | 92.92 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $846k | 5.8k | 145.80 | |
| Coupang Cl A (CPNG) | 0.1 | $841k | 53k | 16.00 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $801k | 4.0k | 200.32 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $793k | 11k | 71.52 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $779k | 5.7k | 137.02 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $773k | 16k | 48.31 | |
| Eastern Bankshares (EBC) | 0.0 | $757k | 60k | 12.62 | |
| Starbucks Corporation (SBUX) | 0.0 | $757k | 7.3k | 104.13 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $755k | 3.0k | 250.16 | |
| Linde SHS (LIN) | 0.0 | $751k | 2.1k | 355.44 | |
| Wisdomtree Tr Intl Midcap Dv (DIM) | 0.0 | $716k | 12k | 58.46 | |
| Lowe's Companies (LOW) | 0.0 | $716k | 3.6k | 199.97 | |
| FedEx Corporation (FDX) | 0.0 | $691k | 3.0k | 229.64 | |
| Schlumberger Com Stk (SLB) | 0.0 | $682k | 14k | 49.35 | |
| Illumina (ILMN) | 0.0 | $678k | 2.9k | 232.55 | |
| Neogenomics Com New (NEO) | 0.0 | $672k | 39k | 17.41 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $657k | 2.0k | 321.40 | |
| Zoetis Cl A (ZTS) | 0.0 | $657k | 3.9k | 166.44 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $656k | 14k | 48.77 | |
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $654k | 27k | 24.01 | |
| Cme (CME) | 0.0 | $643k | 3.4k | 191.52 | |
| Intuit (INTU) | 0.0 | $634k | 1.4k | 445.83 | |
| Brinker International (EAT) | 0.0 | $623k | 16k | 38.00 | |
| Deere & Company (DE) | 0.0 | $617k | 1.5k | 414.01 | |
| UnitedHealth (UNH) | 0.0 | $612k | 1.3k | 472.59 | |
| Philip Morris International (PM) | 0.0 | $609k | 6.2k | 98.52 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $592k | 3.2k | 186.01 | |
| Norfolk Southern (NSC) | 0.0 | $588k | 2.8k | 212.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $587k | 8.4k | 70.16 | |
| Viatris (VTRS) | 0.0 | $573k | 60k | 9.62 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $573k | 13k | 45.17 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $564k | 8.8k | 64.48 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $563k | 6.2k | 91.24 | |
| Udr (UDR) | 0.0 | $557k | 14k | 41.06 | |
| Amgen (AMGN) | 0.0 | $556k | 2.3k | 241.75 | |
| Diageo Spon Adr New (DEO) | 0.0 | $542k | 3.0k | 182.52 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $540k | 3.5k | 154.01 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $532k | 7.0k | 76.49 | |
| Darden Restaurants (DRI) | 0.0 | $529k | 3.4k | 155.16 | |
| Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $513k | 4.2k | 121.51 | |
| Avery Dennison Corporation (AVY) | 0.0 | $507k | 2.8k | 178.93 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $497k | 19k | 26.61 | |
| L3harris Technologies (LHX) | 0.0 | $494k | 2.5k | 196.24 | |
| Wal-Mart Stores (WMT) | 0.0 | $493k | 3.3k | 148.09 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $487k | 3.5k | 140.20 | |
| Fortive (FTV) | 0.0 | $477k | 7.0k | 68.17 | |
| Align Technology (ALGN) | 0.0 | $470k | 1.4k | 334.14 | |
| At&t (T) | 0.0 | $469k | 24k | 19.25 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $467k | 1.6k | 285.81 | |
| Nextera Energy (NEE) | 0.0 | $463k | 6.0k | 77.08 | |
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $442k | 17k | 25.87 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $442k | 3.2k | 137.26 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $441k | 17k | 25.53 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $419k | 2.8k | 151.01 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $417k | 1.0k | 411.08 | |
| Caci Intl Cl A (CACI) | 0.0 | $415k | 1.4k | 296.28 | |
| Enterprise Products Partners (EPD) | 0.0 | $414k | 16k | 25.90 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $414k | 6.8k | 60.66 | |
| Kla Corp Com New (KLAC) | 0.0 | $408k | 1.0k | 399.17 | |
| American Express Company (AXP) | 0.0 | $403k | 2.4k | 164.95 | |
| Canadian Natl Ry (CNI) | 0.0 | $390k | 3.3k | 117.97 | |
| Cigna Corp (CI) | 0.0 | $376k | 1.5k | 255.53 | |
| Honeywell International (HON) | 0.0 | $373k | 2.0k | 191.12 | |
| Altria (MO) | 0.0 | $371k | 8.1k | 45.56 | |
| Church & Dwight (CHD) | 0.0 | $368k | 4.2k | 88.41 | |
| Applied Materials (AMAT) | 0.0 | $367k | 3.0k | 122.83 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $361k | 1.1k | 315.07 | |
| Dupont De Nemours (DD) | 0.0 | $360k | 5.0k | 71.77 | |
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $353k | 6.8k | 52.23 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $341k | 5.6k | 60.95 | |
| Valhi (VHI) | 0.0 | $335k | 19k | 17.41 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $332k | 13k | 24.94 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $327k | 1.8k | 178.40 | |
| Xylem (XYL) | 0.0 | $327k | 3.1k | 104.70 | |
| Nutrien (NTR) | 0.0 | $324k | 4.4k | 74.38 | |
| Broadcom (AVGO) | 0.0 | $321k | 501.00 | 641.54 | |
| Moody's Corporation (MCO) | 0.0 | $321k | 1.0k | 306.02 | |
| Cummins (CMI) | 0.0 | $318k | 1.3k | 238.88 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $317k | 2.0k | 160.56 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $312k | 16k | 19.78 | |
| Ross Stores (ROST) | 0.0 | $311k | 2.9k | 106.13 | |
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $311k | 10k | 30.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $310k | 3.5k | 87.84 | |
| Netflix (NFLX) | 0.0 | $306k | 885.00 | 345.48 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $301k | 13k | 23.82 | |
| Hca Holdings (HCA) | 0.0 | $291k | 1.1k | 263.68 | |
| Wells Fargo & Company (WFC) | 0.0 | $285k | 7.6k | 37.38 | |
| Kimco Realty Corporation (KIM) | 0.0 | $284k | 15k | 19.53 | |
| State Street Corporation (STT) | 0.0 | $275k | 3.6k | 76.32 | |
| Carrier Global Corporation (CARR) | 0.0 | $273k | 6.0k | 45.75 | |
| Commscope Hldg (COMM) | 0.0 | $272k | 43k | 6.37 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $262k | 1.1k | 246.46 | |
| Sherwin-Williams Company (SHW) | 0.0 | $260k | 1.2k | 224.77 | |
| Cambridge Ban (CATC) | 0.0 | $259k | 4.0k | 64.81 | |
| Travelers Companies (TRV) | 0.0 | $256k | 1.5k | 171.41 | |
| Dow (DOW) | 0.0 | $254k | 4.6k | 54.82 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $253k | 3.0k | 84.40 | |
| Rockwell Automation (ROK) | 0.0 | $249k | 850.00 | 293.45 | |
| Iron Mountain (IRM) | 0.0 | $247k | 4.6k | 53.53 | |
| Community Bank System (CBU) | 0.0 | $246k | 4.7k | 52.93 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $243k | 3.9k | 62.61 | |
| Markel Corporation (MKL) | 0.0 | $241k | 189.00 | 1277.41 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $241k | 3.5k | 69.92 | |
| Equinix (EQIX) | 0.0 | $239k | 332.00 | 721.04 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $239k | 4.4k | 54.26 | |
| RPM International (RPM) | 0.0 | $236k | 2.7k | 87.24 | |
| Corteva (CTVA) | 0.0 | $234k | 3.9k | 60.31 | |
| American Electric Power Company (AEP) | 0.0 | $226k | 2.5k | 90.99 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $225k | 1.6k | 137.83 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.0 | $225k | 3.0k | 74.83 | |
| Copart (CPRT) | 0.0 | $223k | 3.0k | 75.21 | |
| Sempra Energy (SRE) | 0.0 | $221k | 1.5k | 152.35 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $218k | 1.2k | 186.81 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $215k | 1.1k | 194.89 | |
| Dover Corporation (DOV) | 0.0 | $214k | 1.4k | 151.94 | |
| Pimco Dynamic Income SHS (PDI) | 0.0 | $213k | 3.1k | 68.69 | |
| Sonoco Products Company (SON) | 0.0 | $208k | 3.4k | 61.00 | |
| Equifax (EFX) | 0.0 | $204k | 1.0k | 202.84 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $204k | 905.00 | 225.23 | |
| Analog Devices (ADI) | 0.0 | $203k | 1.0k | 197.22 | |
| Essential Utils (WTRG) | 0.0 | $201k | 4.6k | 43.65 | |
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $198k | 10k | 19.71 | |
| Personalis Ord (PSNL) | 0.0 | $56k | 20k | 2.76 | |
| Verastem | 0.0 | $13k | 32k | 0.42 | |
| Ouster *w Exp 03/11/202 (OUST.WS) | 0.0 | $2.9k | 25k | 0.12 |
