Mayflower Financial Advisors

Mayflower Financial Advisors as of March 31, 2025

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 388 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.9 $39M 70k 561.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.4 $22M 341k 65.76
Apple (AAPL) 2.9 $19M 87k 222.13
Microsoft Corporation (MSFT) 2.4 $16M 43k 375.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $16M 92k 170.88
Klaviyo Com Ser A (KVYO) 2.0 $13M 431k 30.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $12M 22k 559.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $11M 21k 532.58
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $11M 117k 92.83
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $11M 180k 58.35
Ishares Tr Core Total Usd (IUSB) 1.6 $10M 226k 46.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $9.7M 421k 23.16
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $8.0M 165k 48.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $7.7M 276k 27.96
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $7.3M 38k 190.58
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $7.3M 78k 93.66
NVIDIA Corporation (NVDA) 1.1 $7.1M 66k 108.38
Ishares Tr National Mun Etf (MUB) 1.0 $6.8M 64k 105.44
Amazon (AMZN) 1.0 $6.5M 34k 190.26
Ishares Tr Eafe Value Etf (EFV) 1.0 $6.3M 107k 58.94
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.3M 41k 154.64
Ishares Tr Core Msci Eafe (IEFA) 0.9 $6.1M 81k 75.65
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $5.6M 54k 104.57
Ishares Core Msci Emkt (IEMG) 0.8 $5.5M 103k 53.97
Ishares Tr S&p 100 Etf (OEF) 0.8 $5.5M 20k 270.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $5.5M 75k 73.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $5.4M 109k 49.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $5.3M 19k 274.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $5.3M 104k 50.84
Wayfair Cl A (W) 0.8 $5.2M 163k 32.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $5.1M 9.5k 533.50
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.9M 31k 156.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $4.7M 44k 105.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.6M 9.0k 513.93
JPMorgan Chase & Co. (JPM) 0.7 $4.6M 19k 245.29
Altria (MO) 0.7 $4.5M 75k 60.02
Morgan Stanley Com New (MS) 0.7 $4.5M 38k 116.67
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $4.4M 44k 100.00
Spdr Gold Tr Gold Shs (GLD) 0.7 $4.4M 15k 288.14
Visa Com Cl A (V) 0.6 $4.2M 12k 350.47
Meta Platforms Cl A (META) 0.6 $4.1M 7.1k 576.36
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $3.9M 75k 51.94
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.6 $3.8M 85k 45.07
Broadcom (AVGO) 0.6 $3.7M 22k 167.43
Ishares Tr U.s. Tech Etf (IYW) 0.6 $3.7M 26k 140.44
Honeywell International (HON) 0.6 $3.6M 17k 211.75
Chevron Corporation (CVX) 0.5 $3.6M 22k 167.29
Ishares Tr Mbs Etf (MBB) 0.5 $3.5M 38k 93.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $3.5M 30k 115.95
Abbvie (ABBV) 0.5 $3.3M 16k 209.51
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $3.3M 63k 52.38
Exxon Mobil Corporation (XOM) 0.5 $3.1M 26k 118.93
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.1M 12k 258.61
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.0M 25k 121.12
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.0M 15k 199.50
Procter & Gamble Company (PG) 0.4 $2.9M 17k 170.41
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.8M 15k 193.99
Ishares Msci Emrg Chn (EMXC) 0.4 $2.7M 50k 55.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.7M 45k 60.66
Mastercard Incorporated Cl A (MA) 0.4 $2.7M 4.9k 548.12
Eli Lilly & Co. (LLY) 0.4 $2.6M 3.2k 825.82
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.4 $2.5M 55k 46.57
Johnson & Johnson (JNJ) 0.4 $2.5M 15k 165.84
Vanguard Index Fds Value Etf (VTV) 0.4 $2.5M 14k 172.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.5M 20k 122.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.4M 5.1k 468.95
Bank of America Corporation (BAC) 0.4 $2.3M 56k 41.73
Abbott Laboratories (ABT) 0.3 $2.3M 17k 132.65
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $2.2M 36k 61.89
Philip Morris International (PM) 0.3 $2.2M 14k 158.73
Schweitzer-Mauduit International (MATV) 0.3 $2.2M 358k 6.23
Booking Holdings (BKNG) 0.3 $2.2M 471.00 4606.91
Palantir Technologies Cl A (PLTR) 0.3 $2.2M 26k 84.40
UnitedHealth (UNH) 0.3 $2.1M 4.1k 523.73
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.1M 6.9k 306.74
Cme (CME) 0.3 $2.1M 7.9k 265.28
Ishares Tr Select Divid Etf (DVY) 0.3 $2.0M 15k 134.29
Raytheon Technologies Corp (RTX) 0.3 $2.0M 15k 132.46
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.0M 36k 55.45
Pepsi (PEP) 0.3 $2.0M 13k 149.94
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $2.0M 34k 57.61
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.9M 24k 81.73
Home Depot (HD) 0.3 $1.9M 5.2k 366.52
Merck & Co (MRK) 0.3 $1.9M 21k 89.76
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.9M 33k 57.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.9M 30k 62.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.9M 23k 81.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.8M 15k 121.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.8M 23k 78.94
Costco Wholesale Corporation (COST) 0.3 $1.8M 1.9k 945.67
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $1.8M 19k 92.53
Cisco Systems (CSCO) 0.3 $1.8M 29k 61.71
TJX Companies (TJX) 0.3 $1.8M 15k 121.80
International Business Machines (IBM) 0.3 $1.8M 7.0k 248.67
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $1.7M 56k 30.90
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.7M 69k 25.15
Coca-Cola Company (KO) 0.3 $1.7M 24k 71.62
Stryker Corporation (SYK) 0.2 $1.6M 4.4k 372.23
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.6M 35k 46.02
McDonald's Corporation (MCD) 0.2 $1.6M 5.1k 312.35
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.6M 27k 58.34
Blackrock (BLK) 0.2 $1.6M 1.6k 946.66
Southern Copper Corporation (SCCO) 0.2 $1.6M 17k 93.46
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.5M 45k 33.40
American Tower Reit (AMT) 0.2 $1.5M 6.9k 217.61
Tesla Motors (TSLA) 0.2 $1.5M 5.7k 259.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.4M 14k 100.62
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.4M 23k 61.78
Thermo Fisher Scientific (TMO) 0.2 $1.4M 2.9k 497.60
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $1.4M 47k 30.31
Automatic Data Processing (ADP) 0.2 $1.4M 4.5k 305.50
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.4M 22k 63.00
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $1.3M 36k 36.29
Caterpillar (CAT) 0.2 $1.3M 3.9k 329.81
Blackstone Group Inc Com Cl A (BX) 0.2 $1.3M 9.2k 139.78
Ishares Tr Europe Etf (IEV) 0.2 $1.3M 22k 58.20
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M 3.4k 370.83
Pfizer (PFE) 0.2 $1.2M 49k 25.34
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.2M 38k 32.28
Lockheed Martin Corporation (LMT) 0.2 $1.2M 2.7k 446.69
Ishares Gold Tr Ishares New (IAU) 0.2 $1.2M 21k 58.96
Amgen (AMGN) 0.2 $1.2M 3.8k 311.55
Waste Management (WM) 0.2 $1.2M 5.1k 231.52
Servicenow (NOW) 0.2 $1.2M 1.5k 796.14
Verizon Communications (VZ) 0.2 $1.2M 26k 45.36
Lowe's Companies (LOW) 0.2 $1.2M 5.0k 233.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.1M 13k 91.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.1M 2.7k 419.90
Novartis Sponsored Adr (NVS) 0.2 $1.1M 10k 111.48
Linde SHS (LIN) 0.2 $1.1M 2.3k 465.64
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.1M 36k 30.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M 24k 45.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.1M 25k 43.70
Enterprise Products Partners (EPD) 0.2 $1.1M 31k 34.14
At&t (T) 0.2 $1.1M 37k 28.28
Oracle Corporation (ORCL) 0.2 $1.0M 7.5k 139.80
Adobe Systems Incorporated (ADBE) 0.2 $1.0M 2.7k 383.46
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $1.0M 18k 58.54
Fidelity National Financial Fnf Group Com (FNF) 0.2 $1.0M 16k 65.08
Evercommerce (EVCM) 0.2 $1.0M 102k 10.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.0M 13k 76.57
Texas Instruments Incorporated (TXN) 0.2 $1.0M 5.7k 179.70
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.0M 34k 30.14
Goldman Sachs (GS) 0.2 $1.0M 1.9k 546.29
Nextera Energy (NEE) 0.2 $996k 14k 70.89
Franco-Nevada Corporation (FNV) 0.2 $991k 6.3k 157.56
Mondelez Intl Cl A (MDLZ) 0.1 $987k 15k 67.85
Bristol Myers Squibb (BMY) 0.1 $972k 16k 60.99
salesforce (CRM) 0.1 $948k 3.5k 268.36
Totalenergies Se Sponsored Ads (TTE) 0.1 $948k 15k 64.69
Select Sector Spdr Tr Technology (XLK) 0.1 $939k 4.5k 206.48
Canadian Pacific Kansas City (CP) 0.1 $922k 13k 70.18
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $914k 8.8k 103.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $913k 7.1k 128.95
Netflix (NFLX) 0.1 $898k 963.00 932.53
Accenture Plc Ireland Shs Class A (ACN) 0.1 $898k 2.9k 312.03
Eaton Corp SHS (ETN) 0.1 $884k 3.3k 271.83
Canadian Natl Ry (CNI) 0.1 $883k 9.1k 97.46
American Express Company (AXP) 0.1 $881k 3.3k 269.07
Duke Energy Corp Com New (DUK) 0.1 $866k 7.1k 121.97
Select Sector Spdr Tr Energy (XLE) 0.1 $859k 9.2k 93.45
Oneok (OKE) 0.1 $828k 8.3k 99.22
Vanguard Index Fds Large Cap Etf (VV) 0.1 $805k 3.1k 257.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Vanguard Index Fds Small Cp Etf (VB) 0.1 $786k 3.5k 221.77
Ge Vernova (GEV) 0.1 $776k 2.5k 305.28
8x8 (EGHT) 0.1 $765k 383k 2.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $762k 39k 19.78
Ishares Tr Morningstar Valu (ILCV) 0.1 $760k 9.3k 81.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $746k 8.2k 90.54
Shopify Cl A (SHOP) 0.1 $743k 7.8k 95.48
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $734k 7.4k 98.92
Corning Incorporated (GLW) 0.1 $734k 16k 45.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $734k 2.0k 361.09
AmerisourceBergen (COR) 0.1 $731k 2.6k 278.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $729k 3.9k 188.16
Hubspot (HUBS) 0.1 $728k 1.3k 571.29
Spdr S&p 500 Etf Tr Put Put Option (Principal) 0.1 $726k 1.3k 558.38
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $723k 1.5k 484.82
Watsco, Incorporated (WSO) 0.1 $723k 1.4k 508.30
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $716k 18k 40.77
Nike CL B (NKE) 0.1 $714k 11k 63.48
Dell Technologies CL C (DELL) 0.1 $712k 7.8k 91.15
Citigroup Com New (C) 0.1 $704k 9.9k 70.99
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.1 $698k 28k 25.08
Wal-Mart Stores (WMT) 0.1 $694k 7.9k 87.79
Union Pacific Corporation (UNP) 0.1 $688k 2.9k 236.24
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $684k 7.5k 90.59
S&p Global (SPGI) 0.1 $681k 1.3k 508.21
Brown & Brown (BRO) 0.1 $676k 5.4k 124.40
3M Company (MMM) 0.1 $662k 4.5k 146.86
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $658k 19k 35.64
Colgate-Palmolive Company (CL) 0.1 $650k 6.9k 93.70
Chubb (CB) 0.1 $647k 2.1k 302.02
Walt Disney Company (DIS) 0.1 $645k 6.5k 98.70
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $644k 21k 30.87
Ecolab (ECL) 0.1 $639k 2.5k 253.51
Ishares Tr Short Treas Bd (SHV) 0.1 $634k 5.7k 110.46
United Parcel Service CL B (UPS) 0.1 $632k 5.7k 110.00
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $630k 13k 47.60
Intercontinental Exchange (ICE) 0.1 $626k 3.6k 172.50
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $619k 14k 43.90
Comcast Corp Cl A (CMCSA) 0.1 $611k 17k 36.90
Medtronic SHS (MDT) 0.1 $597k 6.6k 89.86
Zoetis Cl A (ZTS) 0.1 $594k 3.6k 164.65
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $594k 8.3k 71.80
Uber Technologies (UBER) 0.1 $593k 8.1k 72.86
Boeing Company (BA) 0.1 $589k 3.5k 170.55
Danaher Corporation (DHR) 0.1 $583k 2.8k 205.00
Crowdstrike Hldgs Cl A (CRWD) 0.1 $577k 1.6k 352.58
CVS Caremark Corporation (CVS) 0.1 $576k 8.5k 67.75
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $560k 23k 24.21
FactSet Research Systems (FDS) 0.1 $546k 1.2k 454.78
Snowflake Cl A (SNOW) 0.1 $546k 3.7k 146.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $545k 3.3k 166.01
First American Financial (FAF) 0.1 $537k 8.2k 65.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $531k 3.9k 135.68
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $528k 18k 29.24
Intuit (INTU) 0.1 $527k 859.00 613.99
Charles Schwab Corporation (SCHW) 0.1 $524k 6.7k 78.28
Ishares Tr Msci Usa Value (VLUE) 0.1 $521k 4.9k 106.65
Northrop Grumman Corporation (NOC) 0.1 $520k 1.0k 512.01
Marsh & McLennan Companies (MMC) 0.1 $520k 2.1k 244.05
Palo Alto Networks (PANW) 0.1 $519k 3.0k 170.64
Aon Shs Cl A (AON) 0.1 $518k 1.3k 399.09
SYSCO Corporation (SYY) 0.1 $513k 6.8k 75.04
ConocoPhillips (COP) 0.1 $507k 4.8k 105.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $502k 23k 21.53
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $501k 18k 28.46
Cushman Wakefield SHS (CWK) 0.1 $496k 49k 10.22
Parker-Hannifin Corporation (PH) 0.1 $488k 802.00 607.85
Ishares Tr Core Msci Total (IXUS) 0.1 $484k 6.9k 69.81
State Street Corporation (STT) 0.1 $484k 5.4k 89.54
Ishares Tr Russell 3000 Etf (IWV) 0.1 $483k 1.5k 317.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $479k 5.0k 95.37
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $477k 9.3k 51.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $473k 9.0k 52.37
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $471k 8.4k 56.36
Advanced Micro Devices (AMD) 0.1 $470k 4.6k 102.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $467k 3.2k 146.01
Smucker J M Com New (SJM) 0.1 $462k 3.9k 118.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $462k 8.9k 51.78
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $462k 9.3k 49.53
Republic Services (RSG) 0.1 $460k 1.9k 242.16
Cummins (CMI) 0.1 $458k 1.5k 313.34
Trane Technologies SHS (TT) 0.1 $450k 1.3k 336.92
Cbiz (CBZ) 0.1 $445k 5.9k 75.86
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $434k 4.2k 102.41
Intel Corporation (INTC) 0.1 $434k 19k 22.71
Ford Motor Company (F) 0.1 $428k 43k 10.03
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $427k 4.0k 106.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $423k 5.4k 78.88
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $423k 13k 33.24
Ishares Emng Mkts Eqt (EMGF) 0.1 $421k 9.0k 46.78
Ishares Tr Tips Bd Etf (TIP) 0.1 $420k 3.8k 111.10
Phillips 66 (PSX) 0.1 $420k 3.4k 123.49
Gilead Sciences (GILD) 0.1 $412k 3.7k 112.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $411k 4.0k 103.47
Edwards Lifesciences (EW) 0.1 $402k 5.5k 72.48
Consolidated Edison (ED) 0.1 $400k 3.6k 110.60
Ge Aerospace Com New (GE) 0.1 $399k 2.0k 200.19
Cloudflare Cl A Com (NET) 0.1 $399k 3.5k 112.69
Vanguard World Financials Etf (VFH) 0.1 $394k 3.3k 119.47
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $391k 4.8k 81.67
FedEx Corporation (FDX) 0.1 $387k 1.6k 243.74
Nasdaq Omx (NDAQ) 0.1 $381k 5.0k 75.86
Church & Dwight (CHD) 0.1 $380k 3.5k 110.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $379k 2.9k 132.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $375k 2.5k 150.98
Ishares Tr Global Tech Etf (IXN) 0.1 $374k 4.9k 75.75
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $366k 33k 11.20
Willis Towers Watson SHS (WTW) 0.1 $364k 1.1k 337.95
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $361k 15k 24.18
Arista Networks Com Shs (ANET) 0.1 $357k 4.6k 77.48
Wells Fargo & Company (WFC) 0.1 $357k 5.0k 71.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $354k 15k 22.98
Novo-nordisk A S Adr (NVO) 0.1 $352k 5.1k 69.44
Ishares Tr U.s. Energy Etf (IYE) 0.1 $352k 7.1k 49.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $350k 2.9k 119.73
Quanta Services (PWR) 0.1 $349k 1.4k 254.18
Micron Technology (MU) 0.1 $349k 4.0k 86.89
Deere & Company (DE) 0.1 $347k 739.00 469.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $345k 7.1k 48.82
Analog Devices (ADI) 0.1 $341k 1.7k 201.71
Spdr Ser Tr Aerospace Def (XAR) 0.1 $338k 2.1k 160.69
M&T Bank Corporation (MTB) 0.1 $335k 1.9k 178.75
Kinder Morgan (KMI) 0.1 $334k 12k 28.53
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $333k 14k 24.75
Toast Cl A (TOST) 0.1 $331k 10k 33.17
CSX Corporation (CSX) 0.1 $331k 11k 29.43
Ishares Tr Core Msci Intl (IDEV) 0.0 $323k 4.7k 68.89
Kkr & Co (KKR) 0.0 $320k 2.8k 115.61
Sofi Technologies (SOFI) 0.0 $318k 27k 11.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $317k 2.7k 117.49
Starbucks Corporation (SBUX) 0.0 $316k 3.2k 98.10
Teradyne (TER) 0.0 $316k 3.8k 82.60
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $316k 4.1k 76.95
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $312k 5.0k 62.55
American Water Works (AWK) 0.0 $312k 2.1k 147.55
Ishares Tr Intl Div Grwth (IGRO) 0.0 $312k 4.3k 72.44
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $309k 3.2k 95.81
Realty Income (O) 0.0 $304k 5.2k 58.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $302k 16k 18.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $301k 6.0k 50.63
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $299k 9.4k 31.85
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $299k 3.6k 83.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $298k 1.7k 172.26
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $298k 9.4k 31.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $295k 3.8k 78.29
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $293k 2.4k 124.50
Schlumberger Com Stk (SLB) 0.0 $292k 7.0k 41.80
Mettler-Toledo International (MTD) 0.0 $291k 246.00 1180.91
Coinbase Global Com Cl A (COIN) 0.0 $289k 1.7k 172.23
Ishares Silver Tr Ishares (SLV) 0.0 $288k 9.3k 30.99
Williams Companies (WMB) 0.0 $284k 4.7k 59.76
Cincinnati Financial Corporation (CINF) 0.0 $282k 1.9k 147.74
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $275k 9.7k 28.33
Marvell Technology (MRVL) 0.0 $273k 4.4k 61.57
Asml Holding N V N Y Registry Shs (ASML) 0.0 $272k 411.00 662.63
British Amern Tob Sponsored Adr (BTI) 0.0 $270k 6.5k 41.37
L3harris Technologies (LHX) 0.0 $267k 1.3k 209.24
Illinois Tool Works (ITW) 0.0 $266k 1.1k 247.94
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $265k 3.6k 73.28
Qualcomm (QCOM) 0.0 $264k 1.7k 153.59
Select Sector Spdr Tr Financial (XLF) 0.0 $264k 5.3k 49.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $263k 1.5k 173.26
Nvent Electric SHS (NVT) 0.0 $262k 5.0k 52.42
Nucor Corporation (NUE) 0.0 $262k 2.2k 120.34
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $259k 5.1k 50.87
Discover Financial Services 0.0 $259k 1.5k 170.70
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $255k 8.7k 29.28
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $255k 7.9k 32.39
Broadridge Financial Solutions (BR) 0.0 $254k 1.0k 242.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $254k 3.1k 82.73
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $253k 3.6k 70.21
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $252k 10k 24.64
Paychex (PAYX) 0.0 $251k 1.6k 154.26
Take-Two Interactive Software (TTWO) 0.0 $250k 1.2k 207.25
Unilever Spon Adr New (UL) 0.0 $250k 4.2k 59.55
Pembina Pipeline Corp (PBA) 0.0 $249k 6.2k 40.03
Dow (DOW) 0.0 $247k 7.1k 34.92
Key (KEY) 0.0 $246k 15k 15.99
Intuitive Surgical Com New (ISRG) 0.0 $245k 495.00 495.27
Hubbell (HUBB) 0.0 $245k 739.00 330.91
Sony Group Corp Sponsored Adr (SONY) 0.0 $242k 9.5k 25.39
Nuveen Muni Value Fund (NUV) 0.0 $240k 27k 8.77
National Grid Sponsored Adr Ne (NGG) 0.0 $239k 3.6k 65.61
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $238k 2.6k 90.67
Dover Corporation (DOV) 0.0 $238k 1.4k 175.70
Southern Company (SO) 0.0 $236k 2.6k 91.96
Msci (MSCI) 0.0 $235k 415.00 565.50
Ishares Tr Us Infrastruc (IFRA) 0.0 $234k 5.2k 45.07
General Motors Company (GM) 0.0 $233k 5.0k 47.03
T. Rowe Price (TROW) 0.0 $231k 2.5k 91.88
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $231k 4.9k 46.81
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $230k 3.4k 67.42
Kraft Heinz (KHC) 0.0 $229k 7.5k 30.43
Paypal Holdings (PYPL) 0.0 $227k 3.5k 65.25
Carrier Global Corporation (CARR) 0.0 $226k 3.6k 63.39
IDEXX Laboratories (IDXX) 0.0 $224k 533.00 419.95
Emerson Electric (EMR) 0.0 $223k 2.0k 109.64
Axon Enterprise (AXON) 0.0 $223k 423.00 525.95
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $221k 5.9k 37.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $219k 9.3k 23.43
Icici Bank Adr (IBN) 0.0 $218k 6.9k 31.52
Select Sector Spdr Tr Indl (XLI) 0.0 $218k 1.7k 131.07
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $216k 4.7k 45.97
Air Products & Chemicals (APD) 0.0 $215k 730.00 294.88
Dupont De Nemours (DD) 0.0 $215k 2.9k 74.69
Teradyne Put Put Option (Principal) 0.0 $215k 2.6k 82.60
Travelers Companies (TRV) 0.0 $213k 806.00 264.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $212k 1.9k 108.69
Shell Spon Ads (SHEL) 0.0 $209k 2.9k 73.28
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $207k 7.7k 26.89
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $206k 3.8k 54.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $206k 2.3k 89.64
Astrazeneca Sponsored Adr (AZN) 0.0 $204k 2.8k 73.50
United Rentals (URI) 0.0 $204k 325.00 626.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $202k 5.5k 36.41
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $201k 3.5k 57.30
Target Corporation (TGT) 0.0 $201k 1.9k 104.36
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $201k 4.0k 49.60
Brookline Ban 0.0 $174k 16k 10.90
Nuveen Build Amer Bd (NBB) 0.0 $168k 11k 16.02
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $150k 14k 10.72
Selectquote Ord (SLQT) 0.0 $148k 44k 3.34
Wipro Spon Adr 1 Sh (WIT) 0.0 $75k 24k 3.06
Vishay Intertechnology Note 2.250% 6/1 (Principal) 0.0 $17k 17k 0.98