Mayflower Financial Advisors

Mayflower Financial Advisors as of March 31, 2024

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 355 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.7 $52M 117k 441.55
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.1 $19M 305k 61.53
Microsoft Corporation (MSFT) 3.1 $19M 44k 420.72
Apple (AAPL) 2.6 $16M 97k 163.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $12M 22k 523.07
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $12M 191k 60.74
Wayfair Cl A (W) 1.8 $11M 163k 67.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $10M 63k 164.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $9.4M 129k 72.63
Ishares Tr Core Total Usd (IUSB) 1.5 $9.0M 198k 45.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $8.6M 21k 420.53
Ishares Tr National Mun Etf (MUB) 1.2 $7.3M 68k 107.60
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $7.2M 86k 83.58
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $6.9M 82k 84.44
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $6.7M 61k 110.52
Schweitzer-Mauduit International (MATV) 1.1 $6.4M 340k 18.75
Klaviyo Com Ser A (KVYO) 1.0 $6.2M 243k 25.48
Ishares Tr Core Msci Eafe (IEFA) 1.0 $6.1M 83k 74.22
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.9M 39k 150.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $5.8M 126k 46.00
NVIDIA Corporation (NVDA) 0.9 $5.7M 6.3k 903.59
Amazon (AMZN) 0.9 $5.6M 32k 174.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $5.6M 10k 556.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $5.4M 21k 259.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $5.3M 106k 50.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $5.1M 49k 104.73
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.8 $5.0M 114k 44.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $4.8M 60k 80.63
Ishares Tr S&p 100 Etf (OEF) 0.8 $4.8M 19k 247.41
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.8 $4.8M 102k 46.48
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $4.6M 25k 186.81
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $4.5M 90k 50.60
Exxon Mobil Corporation (XOM) 0.7 $4.3M 37k 116.24
Honeywell International (HON) 0.7 $4.2M 20k 205.25
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.1M 27k 152.26
JPMorgan Chase & Co. (JPM) 0.7 $4.0M 20k 200.30
Ishares Core Msci Emkt (IEMG) 0.6 $3.9M 75k 51.60
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $3.7M 36k 103.79
Morgan Stanley Com New (MS) 0.6 $3.7M 40k 94.16
Merck & Co (MRK) 0.6 $3.6M 27k 131.95
Broadcom (AVGO) 0.6 $3.5M 2.6k 1325.63
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.4M 16k 210.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.4M 7.0k 480.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $3.4M 31k 110.50
Ishares Tr Eafe Value Etf (EFV) 0.6 $3.4M 62k 54.40
Meta Platforms Cl A (META) 0.5 $3.3M 6.7k 485.58
Ishares Tr U.s. Tech Etf (IYW) 0.5 $3.2M 24k 135.06
Visa Com Cl A (V) 0.5 $3.2M 11k 279.08
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.1M 13k 249.87
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $3.0M 17k 182.61
Abbvie (ABBV) 0.5 $3.0M 16k 182.10
Johnson & Johnson (JNJ) 0.5 $2.9M 18k 158.19
Procter & Gamble Company (PG) 0.5 $2.9M 18k 162.25
Altria (MO) 0.5 $2.9M 66k 43.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.9M 49k 58.65
Ishares Tr Core High Dv Etf (HDV) 0.5 $2.9M 26k 110.21
Spdr Gold Tr Gold Shs (GLD) 0.5 $2.8M 14k 205.71
Ishares Tr Mbs Etf (MBB) 0.5 $2.8M 30k 92.42
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $2.7M 56k 47.46
Chevron Corporation (CVX) 0.4 $2.6M 17k 157.74
Vanguard Index Fds Value Etf (VTV) 0.4 $2.6M 16k 162.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $2.5M 43k 58.22
Eli Lilly & Co. (LLY) 0.4 $2.4M 3.0k 778.06
Pepsi (PEP) 0.4 $2.3M 13k 175.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.3M 5.2k 444.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.2M 19k 115.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.2M 23k 94.62
Home Depot (HD) 0.4 $2.1M 5.6k 383.59
Ishares Msci Emrg Chn (EMXC) 0.4 $2.1M 37k 57.57
UnitedHealth (UNH) 0.3 $2.0M 4.1k 494.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $2.0M 20k 100.54
American Tower Reit (AMT) 0.3 $2.0M 10k 197.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $2.0M 87k 22.51
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.0M 37k 53.39
Abbott Laboratories (ABT) 0.3 $1.9M 17k 113.66
Ishares Tr Select Divid Etf (DVY) 0.3 $1.9M 16k 123.18
Mastercard Incorporated Cl A (MA) 0.3 $1.9M 4.0k 481.59
Coca-Cola Company (KO) 0.3 $1.9M 31k 61.18
Southern Copper Corporation (SCCO) 0.3 $1.9M 18k 106.52
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.9M 23k 79.86
BlackRock 0.3 $1.8M 416k 4.44
Bank of America Corporation (BAC) 0.3 $1.7M 298k 5.71
Booking Holdings (BKNG) 0.3 $1.7M 467.00 3627.88
Thermo Fisher Scientific (TMO) 0.3 $1.7M 2.9k 581.21
Cisco Systems (CSCO) 0.3 $1.7M 33k 49.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.6M 20k 80.51
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $1.6M 56k 28.23
Ishares Msci Emerg Mrkt (EEMV) 0.3 $1.6M 28k 56.59
TJX Companies (TJX) 0.3 $1.6M 15k 101.42
Raytheon Technologies Corp (RTX) 0.3 $1.5M 16k 97.53
Lockheed Martin Corporation (LMT) 0.3 $1.5M 3.4k 454.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.5M 25k 60.30
Caterpillar (CAT) 0.3 $1.5M 4.1k 366.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.5M 26k 57.86
International Business Machines (IBM) 0.2 $1.5M 7.8k 190.95
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.4M 5.0k 288.03
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $1.4M 41k 34.88
Costco Wholesale Corporation (COST) 0.2 $1.4M 1.9k 732.55
Evercommerce (EVCM) 0.2 $1.4M 146k 9.42
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.3M 18k 75.40
Pfizer (PFE) 0.2 $1.3M 48k 27.75
Philip Morris International (PM) 0.2 $1.3M 14k 91.62
McDonald's Corporation (MCD) 0.2 $1.3M 4.6k 281.96
Lowe's Companies (LOW) 0.2 $1.3M 5.1k 254.74
Intel Corporation (INTC) 0.2 $1.3M 29k 44.17
Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $1.3M 25k 52.46
Canadian Natl Ry (CNI) 0.2 $1.3M 9.6k 131.71
Verizon Communications (VZ) 0.2 $1.3M 30k 41.96
Automatic Data Processing (ADP) 0.2 $1.3M 5.0k 249.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.2M 729k 1.68
Franco-Nevada Corporation (FNV) 0.2 $1.2M 10k 119.16
Canadian Pacific Kansas City (CP) 0.2 $1.2M 14k 88.26
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 3.4k 344.19
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.2M 20k 58.06
Ishares Tr Europe Etf (IEV) 0.2 $1.2M 21k 55.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M 28k 41.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.1M 2.9k 397.81
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.1M 12k 97.94
Amgen (AMGN) 0.2 $1.1M 3.9k 284.32
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M 8.4k 131.37
Stryker Corporation (SYK) 0.2 $1.1M 3.0k 357.92
Servicenow (NOW) 0.2 $1.1M 1.4k 762.40
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.1M 35k 29.77
salesforce (CRM) 0.2 $1.0M 3.5k 301.18
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $1.0M 36k 28.63
Mondelez Intl Cl A (MDLZ) 0.2 $1.0M 15k 70.00
8x8 (EGHT) 0.2 $1.0M 381k 2.70
Novartis Sponsored Adr (NVS) 0.2 $1.0M 11k 96.73
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.0M 18k 56.17
Walt Disney Company (DIS) 0.2 $1.0M 8.2k 122.36
Eaton Corp SHS (ETN) 0.2 $993k 3.2k 312.68
Advanced Micro Devices (AMD) 0.2 $964k 5.3k 180.49
Adobe Systems Incorporated (ADBE) 0.2 $963k 1.9k 504.55
Nextera Energy (NEE) 0.2 $946k 15k 63.91
Oracle Corporation (ORCL) 0.2 $928k 7.4k 125.60
CVS Caremark Corporation (CVS) 0.2 $924k 12k 79.76
Linde SHS (LIN) 0.2 $922k 2.0k 464.32
Waste Management (WM) 0.2 $911k 4.3k 213.15
United Parcel Service CL B (UPS) 0.2 $909k 6.1k 148.62
Nike CL B (NKE) 0.2 $900k 9.6k 93.98
Colgate-Palmolive Company (CL) 0.1 $893k 9.9k 90.05
Texas Instruments Incorporated (TXN) 0.1 $891k 5.1k 174.22
Accenture Plc Ireland Shs Class A (ACN) 0.1 $885k 2.6k 346.59
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $875k 28k 31.16
Select Sector Spdr Tr Energy (XLE) 0.1 $871k 9.2k 94.41
American Express Company (AXP) 0.1 $869k 3.8k 227.67
Rio Tinto Sponsored Adr (RIO) 0.1 $869k 14k 63.74
Fidelity National Financial Fnf Group Com (FNF) 0.1 $847k 16k 53.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $836k 9.7k 86.48
Goldman Sachs (GS) 0.1 $834k 2.0k 417.69
Comcast Corp Cl A (CMCSA) 0.1 $831k 19k 43.35
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $821k 28k 29.46
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $819k 19k 43.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $812k 6.7k 120.98
Ishares Tr Msci Usa Value (VLUE) 0.1 $809k 7.5k 108.31
Zoetis Cl A (ZTS) 0.1 $796k 4.7k 169.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $794k 14k 56.39
Watsco, Incorporated (WSO) 0.1 $789k 1.8k 431.97
Ishares Tr Global Energ Etf (IXC) 0.1 $785k 18k 42.95
Ford Motor Company (F) 0.1 $783k 59k 13.28
Vanguard Index Fds Small Cp Etf (VB) 0.1 $781k 3.4k 228.58
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $778k 7.4k 105.03
Boeing Company (BA) 0.1 $767k 4.0k 192.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $763k 4.3k 179.11
Select Sector Spdr Tr Technology (XLK) 0.1 $763k 3.7k 208.27
Ishares Tr Us Infrastruc (IFRA) 0.1 $763k 18k 43.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $752k 19k 39.02
General Electric Com New (GE) 0.1 $747k 4.3k 175.54
Ishares Gold Tr Ishares New (IAU) 0.1 $731k 17k 42.01
Ishares Tr Short Treas Bd (SHV) 0.1 $728k 6.6k 110.54
Medtronic SHS (MDT) 0.1 $727k 8.3k 87.15
Ishares Tr Russell 3000 Etf (IWV) 0.1 $724k 2.4k 300.10
Union Pacific Corporation (UNP) 0.1 $722k 2.9k 245.93
Duke Energy Corp Com New (DUK) 0.1 $704k 7.3k 96.71
Tesla Motors (TSLA) 0.1 $701k 4.0k 175.79
Enterprise Products Partners (EPD) 0.1 $699k 24k 29.18
At&t (T) 0.1 $694k 40k 17.60
Totalenergies Se Sponsored Ads (TTE) 0.1 $693k 10k 68.83
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $686k 14k 47.44
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $683k 18k 38.88
Smucker J M Com New (SJM) 0.1 $680k 5.4k 125.88
Vanguard Index Fds Large Cap Etf (VV) 0.1 $675k 2.8k 239.76
T. Rowe Price (TROW) 0.1 $649k 5.3k 121.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $634k 1.00 634440.00
AmerisourceBergen (COR) 0.1 $633k 2.6k 243.01
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $631k 28k 22.77
Danaher Corporation (DHR) 0.1 $622k 2.5k 249.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $601k 6.7k 89.67
Ecolab (ECL) 0.1 $596k 2.6k 230.90
ConocoPhillips (COP) 0.1 $585k 4.6k 127.28
Chubb (CB) 0.1 $581k 2.2k 259.17
Ishares Tr Tips Bd Etf (TIP) 0.1 $580k 61k 9.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $571k 33k 17.16
First American Financial (FAF) 0.1 $559k 9.2k 61.05
Phillips 66 (PSX) 0.1 $551k 3.4k 163.35
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $548k 26k 21.48
FactSet Research Systems (FDS) 0.1 $548k 1.2k 454.52
Novo-nordisk A S Adr (NVO) 0.1 $539k 4.2k 128.41
Charles Schwab Corporation (SCHW) 0.1 $537k 7.4k 72.34
Corning Incorporated (GLW) 0.1 $536k 16k 32.96
SYSCO Corporation (SYY) 0.1 $535k 6.6k 81.18
Edwards Lifesciences (EW) 0.1 $531k 5.6k 95.56
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $525k 16k 32.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $524k 13k 41.08
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $522k 18k 28.92
Oneok (OKE) 0.1 $519k 6.5k 80.17
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $512k 7.8k 65.61
Shopify Cl A (SHOP) 0.1 $511k 6.6k 77.17
Bristol Myers Squibb (BMY) 0.1 $511k 9.4k 54.23
Cushman Wakefield SHS (CWK) 0.1 $508k 49k 10.46
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $507k 5.3k 94.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $506k 9.9k 51.28
FedEx Corporation (FDX) 0.1 $503k 1.7k 289.70
3M Company (MMM) 0.1 $495k 4.7k 106.08
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $493k 16k 31.81
Brown & Brown (BRO) 0.1 $486k 5.6k 87.55
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $483k 4.8k 100.81
Cbiz (CBZ) 0.1 $480k 6.1k 78.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $477k 7.8k 61.05
Ishares Tr Core Msci Total (IXUS) 0.1 $472k 7.0k 67.86
Cummins (CMI) 0.1 $462k 1.6k 294.65
Northrop Grumman Corporation (NOC) 0.1 $461k 964.00 478.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $459k 5.9k 77.72
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $451k 9.5k 47.72
Crowdstrike Hldgs Cl A (CRWD) 0.1 $444k 1.4k 320.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $437k 13k 32.50
Vanguard World Financials Etf (VFH) 0.1 $436k 4.3k 102.39
Teradyne (TER) 0.1 $435k 3.9k 112.83
Micron Technology (MU) 0.1 $435k 3.7k 117.89
CSX Corporation (CSX) 0.1 $434k 12k 37.07
Citigroup Com New (C) 0.1 $432k 6.8k 63.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $431k 3.2k 136.05
Palo Alto Networks (PANW) 0.1 $428k 1.5k 284.13
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $424k 18k 24.20
Valero Energy Corporation (VLO) 0.1 $422k 2.5k 170.71
State Street Corporation (STT) 0.1 $420k 5.4k 77.32
Constellation Brands Cl A (STZ) 0.1 $418k 1.5k 271.76
Ishares Tr U.s. Energy Etf (IYE) 0.1 $409k 8.3k 49.40
M&T Bank Corporation (MTB) 0.1 $407k 2.8k 145.44
Nucor Corporation (NUE) 0.1 $407k 2.1k 197.90
Church & Dwight (CHD) 0.1 $404k 3.9k 104.31
Aon Shs Cl A (AON) 0.1 $403k 1.2k 333.72
Deere & Company (DE) 0.1 $400k 975.00 410.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $399k 2.5k 158.81
Trane Technologies SHS (TT) 0.1 $392k 1.3k 300.20
Marsh & McLennan Companies (MMC) 0.1 $392k 1.9k 206.00
Parker-Hannifin Corporation (PH) 0.1 $390k 701.00 555.79
Dow (DOW) 0.1 $385k 6.6k 57.93
Ishares Tr Global Tech Etf (IXN) 0.1 $373k 5.0k 74.82
Snowflake Cl A (SNOW) 0.1 $371k 2.3k 161.60
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $370k 4.1k 91.25
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $368k 3.2k 114.14
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $367k 10k 35.91
Arista Networks (ANET) 0.1 $360k 1.2k 289.98
Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $359k 18k 19.93
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $357k 3.8k 93.85
The Trade Desk Com Cl A (TTD) 0.1 $355k 4.1k 87.42
Uber Technologies (UBER) 0.1 $355k 4.6k 76.99
Quanta Services (PWR) 0.1 $350k 1.3k 259.80
Wal-Mart Stores (WMT) 0.1 $349k 5.8k 60.17
Republic Services (RSG) 0.1 $346k 1.8k 191.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $346k 2.9k 118.29
Willis Towers Watson SHS (WTW) 0.1 $339k 1.2k 275.00
Vanguard World Health Car Etf (VHT) 0.1 $339k 1.3k 270.52
Ishares Emng Mkts Eqt (EMGF) 0.1 $332k 7.4k 44.54
Mettler-Toledo International (MTD) 0.1 $330k 248.00 1331.29
Ferguson SHS 0.1 $329k 1.5k 218.43
Schlumberger Com Stk (SLB) 0.1 $328k 6.0k 54.81
Paypal Holdings (PYPL) 0.1 $325k 4.9k 66.99
Consolidated Edison (ED) 0.1 $325k 3.6k 90.82
Analog Devices (ADI) 0.1 $323k 1.6k 197.83
Marriott Intl Cl A (MAR) 0.1 $322k 1.3k 252.31
Intuitive Surgical Com New (ISRG) 0.1 $321k 804.00 399.09
Nvent Electric SHS (NVT) 0.1 $320k 4.2k 75.39
Nasdaq Omx (NDAQ) 0.1 $317k 5.0k 63.10
S&p Global (SPGI) 0.1 $313k 736.00 425.62
Qualcomm (QCOM) 0.1 $313k 1.8k 169.28
Marvell Technology (MRVL) 0.1 $311k 4.4k 70.88
Netflix (NFLX) 0.1 $309k 508.00 607.33
Select Sector Spdr Tr Financial (XLF) 0.1 $308k 7.3k 42.12
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $307k 2.4k 130.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $304k 3.1k 99.43
Kkr & Co (KKR) 0.1 $304k 3.0k 100.58
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $304k 1.7k 175.27
Target Corporation (TGT) 0.1 $304k 1.7k 177.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $304k 4.0k 76.67
Hubbell (HUBB) 0.1 $303k 730.00 415.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $289k 856.00 337.05
American Water Works (AWK) 0.0 $286k 2.3k 122.23
L3harris Technologies (LHX) 0.0 $280k 1.3k 213.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $274k 17k 15.73
IDEXX Laboratories (IDXX) 0.0 $268k 497.00 539.93
Illinois Tool Works (ITW) 0.0 $268k 1.0k 268.32
Realty Income (O) 0.0 $268k 5.0k 54.10
Palantir Technologies Cl A (PLTR) 0.0 $263k 11k 23.01
Kraft Heinz (KHC) 0.0 $262k 7.1k 36.90
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $261k 4.8k 54.24
Wells Fargo & Company (WFC) 0.0 $259k 4.5k 57.96
Emerson Electric (EMR) 0.0 $258k 2.3k 113.42
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $256k 9.1k 28.04
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $255k 488.00 522.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $254k 8.1k 31.42
National Grid Sponsored Adr Ne (NGG) 0.0 $251k 3.7k 68.22
Cincinnati Financial Corporation (CINF) 0.0 $251k 2.0k 124.14
Mongodb Cl A (MDB) 0.0 $250k 698.00 358.64
Starbucks Corporation (SBUX) 0.0 $250k 3.1k 81.42
Comfort Systems USA (FIX) 0.0 $249k 783.00 317.64
Toast Cl A (TOST) 0.0 $247k 9.9k 24.92
Dupont De Nemours (DD) 0.0 $247k 3.2k 76.67
Us Bancorp Del Com New (USB) 0.0 $246k 5.5k 44.70
Key (KEY) 0.0 $243k 15k 15.81
Marathon Petroleum Corp (MPC) 0.0 $242k 1.2k 201.44
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $241k 10k 23.80
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $239k 2.8k 85.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $238k 4.6k 52.16
United Rentals (URI) 0.0 $235k 326.00 721.11
Kinder Morgan (KMI) 0.0 $234k 13k 18.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $234k 2.1k 108.92
Dover Corporation (DOV) 0.0 $232k 1.3k 177.21
Discover Financial Services (DFS) 0.0 $232k 1.8k 131.09
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $231k 2.4k 95.20
Southern Company (SO) 0.0 $229k 3.2k 71.74
Dell Technologies CL C (DELL) 0.0 $228k 2.0k 114.11
Msci (MSCI) 0.0 $228k 406.00 560.45
General Motors Company (GM) 0.0 $223k 4.9k 45.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $223k 4.6k 47.89
Carrier Global Corporation (CARR) 0.0 $222k 3.8k 58.14
Icici Bank Adr (IBN) 0.0 $222k 8.4k 26.41
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $221k 3.4k 64.76
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $220k 7.6k 28.80
Air Products & Chemicals (APD) 0.0 $218k 900.00 242.35
Intuit (INTU) 0.0 $217k 334.00 650.00
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $217k 6.2k 34.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $215k 4.4k 49.24
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $213k 5.9k 35.91
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.0 $212k 4.2k 50.46
Select Sector Spdr Tr Indl (XLI) 0.0 $210k 1.7k 125.96
BP Sponsored Adr (BP) 0.0 $207k 5.5k 37.68
Mccormick & Co Com Non Vtg (MKC) 0.0 $206k 2.7k 76.80
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $204k 10k 20.43
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $203k 19k 10.69
Unilever Spon Adr New (UL) 0.0 $202k 4.0k 50.19
Intercontinental Exchange (ICE) 0.0 $201k 1.5k 137.45
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $179k 10k 17.91
Nuveen Build Amer Bd (NBB) 0.0 $161k 11k 15.32
Brookline Ban (BRKL) 0.0 $133k 13k 9.96
Selectquote Ord (SLQT) 0.0 $92k 46k 2.00
Crispr Therapeutics Namen Akt (CRSP) 0.0 $80k 13k 5.96
Insight Enterprises Note 0.750% 2/1 0.0 $60k 22k 2.72
New York Community Ban 0.0 $39k 12k 3.22
Amc Entmt Hldgs Cl A New (AMC) 0.0 $37k 10k 3.72
Interdigital Note 2.000% 6/0 0.0 $34k 26k 1.30
Vishay Intertechnology Note 2.250% 6/1 0.0 $17k 17k 0.98
Mfa Finl Note 6.250% 6/1 0.0 $13k 13k 1.00
Draganfly Com New 0.0 $2.1k 11k 0.19