Mayflower Financial Advisors

Mayflower Financial Advisors as of June 30, 2025

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 390 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 Core S&p500 Etf (IVV) 5.1 $37M 59k 620.90
Spdr Series Trust Portfolio S&p500 (SPLG) 3.1 $22M 308k 72.69
Microsoft Corporation (MSFT) 2.9 $21M 42k 497.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $21M 115k 182.81
Apple (AAPL) 2.5 $18M 87k 205.17
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $12M 112k 110.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $12M 20k 617.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $11M 410k 26.50
NVIDIA Corporation (NVDA) 1.5 $11M 67k 157.99
Ishares Tr Eafe Value Etf (EFV) 1.4 $10M 159k 63.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $10M 21k 485.77
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $10M 431k 23.24
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $9.8M 181k 54.46
Ishares Core Msci Emkt (IEMG) 1.3 $9.6M 160k 60.03
Ishares Tr Core Total Usd (IUSB) 1.3 $9.2M 199k 46.23
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $8.8M 45k 195.42
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $8.8M 180k 49.03
Wayfair Cl A (W) 1.2 $8.3M 163k 51.14
Klaviyo Com Ser A (KVYO) 1.1 $7.8M 233k 33.58
Amazon (AMZN) 1.0 $7.5M 34k 219.39
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $7.5M 121k 62.02
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $7.2M 77k 93.87
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.8M 39k 176.23
Ishares Tr Core Msci Eafe (IEFA) 0.9 $6.7M 80k 83.48
Broadcom (AVGO) 0.8 $6.1M 22k 275.65
Alphabet Cap Stk Cl C (GOOG) 0.8 $6.0M 34k 177.39
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $5.9M 54k 109.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $5.9M 19k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $5.7M 99k 56.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $5.6M 76k 73.62
Morgan Stanley Com New (MS) 0.8 $5.4M 38k 140.86
Ishares Tr National Mun Etf (MUB) 0.7 $5.4M 51k 104.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $5.3M 9.3k 568.05
Meta Platforms Cl A (META) 0.7 $5.3M 7.1k 738.09
Ishares Tr S&p 100 Etf (OEF) 0.7 $5.2M 17k 304.35
JPMorgan Chase & Co. (JPM) 0.7 $5.2M 18k 289.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $5.1M 9.0k 566.46
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.7 $5.1M 110k 46.16
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $4.7M 42k 112.00
Ishares Tr U.s. Tech Etf (IYW) 0.6 $4.6M 27k 173.21
Altria (MO) 0.6 $4.6M 79k 58.63
Spdr Gold Tr Gold Shs (GLD) 0.6 $4.6M 15k 304.83
Visa Com Cl A (V) 0.6 $4.5M 13k 355.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $4.4M 41k 106.34
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $4.3M 122k 35.58
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $4.1M 85k 48.86
Ishares Tr Mbs Etf (MBB) 0.6 $4.1M 43k 93.89
Honeywell International (HON) 0.6 $4.0M 17k 232.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $3.9M 30k 128.52
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $3.8M 72k 52.84
Spdr Series Trust Portfolio S&p400 (SPMD) 0.5 $3.7M 68k 54.38
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $3.5M 67k 52.10
Palantir Technologies Cl A (PLTR) 0.5 $3.4M 25k 136.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.3M 6.0k 551.67
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.3M 12k 279.84
Chevron Corporation (CVX) 0.4 $3.2M 22k 143.19
Ishares Tr Russell 2000 Etf (IWM) 0.4 $3.2M 15k 215.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $3.0M 45k 67.22
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $3.0M 15k 204.66
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.0M 25k 117.17
Abbvie (ABBV) 0.4 $2.9M 16k 185.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.9M 21k 135.04
Mastercard Incorporated Cl A (MA) 0.4 $2.8M 5.0k 561.94
Procter & Gamble Company (PG) 0.4 $2.8M 17k 159.32
Ishares Tr Core Intl Aggr (IAGG) 0.4 $2.7M 54k 51.09
Exxon Mobil Corporation (XOM) 0.4 $2.7M 25k 107.80
Booking Holdings (BKNG) 0.4 $2.7M 472.00 5789.24
Eli Lilly & Co. (LLY) 0.4 $2.6M 3.3k 779.46
Schweitzer-Mauduit International (MATV) 0.4 $2.6M 378k 6.82
Bank of America Corporation (BAC) 0.4 $2.6M 54k 47.32
Vanguard Index Fds Value Etf (VTV) 0.4 $2.5M 14k 176.74
Philip Morris International (PM) 0.3 $2.5M 14k 182.13
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $2.4M 22k 112.47
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.4M 7.0k 339.57
Abbott Laboratories (ABT) 0.3 $2.3M 17k 136.01
Johnson & Johnson (JNJ) 0.3 $2.3M 15k 152.75
Raytheon Technologies Corp (RTX) 0.3 $2.2M 15k 146.02
Cme (CME) 0.3 $2.2M 7.9k 275.61
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.2M 35k 60.94
International Business Machines (IBM) 0.3 $2.1M 7.3k 294.79
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $2.1M 62k 32.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $2.1M 30k 69.09
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.0M 15k 135.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $2.0M 36k 56.12
Tesla Motors (TSLA) 0.3 $2.0M 6.3k 317.66
Ishares Tr Select Divid Etf (DVY) 0.3 $2.0M 15k 132.81
Cisco Systems (CSCO) 0.3 $2.0M 28k 69.38
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $1.9M 30k 65.52
Home Depot (HD) 0.3 $1.9M 5.3k 366.65
Spdr Series Trust Nuveen Ice Munic (TFI) 0.3 $1.9M 43k 44.67
Costco Wholesale Corporation (COST) 0.3 $1.9M 1.9k 989.91
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $1.9M 57k 33.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.9M 24k 79.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.9M 22k 82.92
TJX Companies (TJX) 0.3 $1.8M 15k 123.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.8M 32k 56.85
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $1.8M 71k 25.18
Coca-Cola Company (KO) 0.2 $1.8M 25k 70.75
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.7M 23k 75.58
Southern Copper Corporation (SCCO) 0.2 $1.7M 17k 101.17
Blackrock (BLK) 0.2 $1.7M 1.6k 1049.46
Stryker Corporation (SYK) 0.2 $1.7M 4.3k 395.62
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.7M 19k 89.39
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $1.7M 57k 28.85
UnitedHealth (UNH) 0.2 $1.6M 5.3k 311.96
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.6M 26k 62.80
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.6M 43k 36.93
Merck & Co (MRK) 0.2 $1.6M 20k 79.16
Oracle Corporation (ORCL) 0.2 $1.6M 7.2k 218.62
Caterpillar (CAT) 0.2 $1.6M 4.0k 388.18
McDonald's Corporation (MCD) 0.2 $1.5M 5.2k 292.18
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.5M 3.5k 438.41
Servicenow (NOW) 0.2 $1.5M 1.5k 1028.08
American Tower Reit (AMT) 0.2 $1.5M 6.8k 221.03
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.5M 23k 63.94
Pepsi (PEP) 0.2 $1.5M 11k 132.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.4M 14k 100.53
Ishares Tr Europe Etf (IEV) 0.2 $1.4M 22k 63.25
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.3M 38k 35.28
Automatic Data Processing (ADP) 0.2 $1.3M 4.3k 308.37
Goldman Sachs (GS) 0.2 $1.3M 1.8k 707.75
Ge Vernova (GEV) 0.2 $1.3M 2.4k 529.15
Eaton Corp SHS (ETN) 0.2 $1.3M 3.6k 356.99
Netflix (NFLX) 0.2 $1.3M 951.00 1339.13
Ishares Gold Tr Ishares New (IAU) 0.2 $1.3M 20k 62.36
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.2M 12k 101.60
Pfizer (PFE) 0.2 $1.2M 51k 24.24
Novartis Sponsored Adr (NVS) 0.2 $1.2M 10k 121.01
Blackstone Group Inc Com Cl A (BX) 0.2 $1.2M 8.1k 149.58
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 2.7k 440.70
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.2M 37k 31.89
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.2M 15k 77.34
Linde SHS (LIN) 0.2 $1.2M 2.5k 469.18
Waste Management (WM) 0.2 $1.2M 5.0k 228.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M 23k 49.46
Thermo Fisher Scientific (TMO) 0.2 $1.1M 2.8k 405.46
Verizon Communications (VZ) 0.2 $1.1M 26k 43.27
Texas Instruments Incorporated (TXN) 0.2 $1.1M 5.5k 207.62
At&t (T) 0.2 $1.1M 39k 28.94
Lowe's Companies (LOW) 0.2 $1.1M 5.0k 221.85
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.4k 463.12
American Express Company (AXP) 0.2 $1.1M 3.5k 318.97
Adobe Systems Incorporated (ADBE) 0.1 $1.1M 2.8k 386.81
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $1.0M 17k 62.74
Canadian Pacific Kansas City (CP) 0.1 $1.0M 13k 79.29
Enterprise Products Partners (EPD) 0.1 $1.0M 33k 31.01
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $1.0M 26k 39.49
Franco-Nevada Corporation (FNV) 0.1 $1.0M 6.2k 163.92
Spdr Series Trust Portfolio Short (SPSB) 0.1 $1.0M 33k 30.19
Amgen (AMGN) 0.1 $980k 3.5k 279.21
Nextera Energy (NEE) 0.1 $974k 14k 69.42
Dell Technologies CL C (DELL) 0.1 $951k 7.8k 122.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $950k 7.1k 133.31
Mondelez Intl Cl A (MDLZ) 0.1 $945k 14k 67.44
Boeing Company (BA) 0.1 $944k 4.5k 209.53
Accenture Plc Ireland Shs Class A (ACN) 0.1 $940k 3.1k 298.88
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $932k 11k 86.37
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $932k 8.1k 115.35
salesforce (CRM) 0.1 $923k 3.4k 272.69
Nike CL B (NKE) 0.1 $908k 13k 71.04
Canadian Natl Ry (CNI) 0.1 $903k 8.7k 104.04
Totalenergies Se Sponsored Ads (TTE) 0.1 $890k 15k 61.39
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $882k 9.5k 92.62
Fidelity National Financial Com Shs (FNF) 0.1 $873k 16k 56.06
Snowflake Cl A (SNOW) 0.1 $869k 3.9k 223.77
Citigroup Com New (C) 0.1 $866k 10k 85.12
Duke Energy Corp Com New (DUK) 0.1 $863k 7.3k 118.00
Corning Incorporated (GLW) 0.1 $855k 16k 52.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $852k 39k 22.10
Vanguard Index Fds Large Cap Etf (VV) 0.1 $850k 3.0k 285.30
Hubspot (HUBS) 0.1 $847k 1.5k 556.63
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $842k 35k 24.25
Vanguard Index Fds Small Cp Etf (VB) 0.1 $842k 3.6k 237.00
Crowdstrike Hldgs Cl A (CRWD) 0.1 $827k 1.6k 509.31
Uber Technologies (UBER) 0.1 $803k 8.6k 93.30
AmerisourceBergen (COR) 0.1 $793k 2.6k 299.85
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $785k 3.5k 226.50
Select Sector Spdr Tr Energy (XLE) 0.1 $783k 9.2k 84.81
Walt Disney Company (DIS) 0.1 $771k 6.2k 124.01
Wal-Mart Stores (WMT) 0.1 $751k 7.7k 97.79
8x8 (EGHT) 0.1 $748k 382k 1.96
S&p Global (SPGI) 0.1 $744k 1.4k 527.40
3M Company (MMM) 0.1 $742k 4.9k 152.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $737k 15k 48.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $731k 3.8k 194.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $729k 8.2k 89.06
Intuit (INTU) 0.1 $714k 907.00 787.63
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $708k 17k 42.55
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.1 $698k 28k 25.09
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $692k 7.0k 99.20
Evercommerce (EVCM) 0.1 $684k 65k 10.50
Spdr S&p 500 Etf Tr Put Put Option (Principal) 0.1 $679k 1.1k 617.05
Oneok (OKE) 0.1 $677k 8.3k 81.63
Ecolab (ECL) 0.1 $673k 2.5k 269.43
Coinbase Global Com Cl A (COIN) 0.1 $668k 1.9k 350.49
Advanced Micro Devices (AMD) 0.1 $663k 4.7k 141.90
Union Pacific Corporation (UNP) 0.1 $656k 2.9k 230.08
Chubb (CB) 0.1 $651k 2.2k 289.75
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $643k 15k 43.95
Ishares Tr Short Treas Bd (SHV) 0.1 $638k 5.8k 110.42
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $638k 19k 34.48
Ishares Msci Emrg Chn (EMXC) 0.1 $631k 10k 63.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $629k 1.4k 445.20
Watsco, Incorporated (WSO) 0.1 $628k 1.4k 441.62
Select Sector Spdr Tr Technology (XLK) 0.1 $626k 2.5k 253.23
Colgate-Palmolive Company (CL) 0.1 $625k 6.9k 90.90
Intercontinental Exchange (ICE) 0.1 $622k 3.4k 183.47
Charles Schwab Corporation (SCHW) 0.1 $614k 6.7k 91.24
Palo Alto Networks (PANW) 0.1 $605k 3.0k 204.64
Brown & Brown (BRO) 0.1 $603k 5.4k 110.87
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $600k 11k 54.40
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $599k 13k 47.83
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $596k 5.8k 102.92
CVS Caremark Corporation (CVS) 0.1 $588k 8.5k 68.98
Comcast Corp Cl A (CMCSA) 0.1 $583k 16k 35.69
Trane Technologies SHS (TT) 0.1 $581k 1.3k 437.41
United Parcel Service CL B (UPS) 0.1 $580k 5.7k 100.95
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $576k 18k 32.65
Danaher Corporation (DHR) 0.1 $575k 2.9k 197.54
State Street Corporation (STT) 0.1 $569k 5.4k 106.33
Zoetis Cl A (ZTS) 0.1 $560k 3.6k 155.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $555k 23k 23.83
Toast Cl A (TOST) 0.1 $555k 13k 44.29
Sofi Technologies (SOFI) 0.1 $554k 30k 18.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $550k 1.3k 424.58
Parker-Hannifin Corporation (PH) 0.1 $550k 787.00 698.47
Marsh & McLennan Companies (MMC) 0.1 $549k 2.5k 218.65
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $547k 8.5k 64.29
FactSet Research Systems (FDS) 0.1 $538k 1.2k 447.41
Cushman Wakefield SHS (CWK) 0.1 $537k 49k 11.07
Ishares Tr Core Msci Total (IXUS) 0.1 $536k 6.9k 77.31
Ishares Tr Russell 3000 Etf (IWV) 0.1 $534k 1.5k 351.04
SYSCO Corporation (SYY) 0.1 $530k 7.0k 75.74
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $529k 18k 29.29
Quanta Services (PWR) 0.1 $526k 1.4k 378.08
Medtronic SHS (MDT) 0.1 $523k 6.0k 87.17
Ge Aerospace Com New (GE) 0.1 $520k 2.0k 257.45
Novo-nordisk A S Adr (NVO) 0.1 $515k 7.5k 69.02
Ishares Emng Mkts Eqt (EMGF) 0.1 $514k 9.9k 52.07
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $511k 3.8k 135.73
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $503k 4.2k 118.43
Arista Networks Com Shs (ANET) 0.1 $500k 4.9k 102.31
First American Financial (FAF) 0.1 $499k 8.1k 61.39
Northrop Grumman Corporation (NOC) 0.1 $497k 994.00 499.98
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $494k 10k 48.63
Ishares Gold Tr Shares Represent (IAUM) 0.1 $494k 15k 32.99
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $492k 4.2k 116.16
Cummins (CMI) 0.1 $479k 1.5k 327.40
Micron Technology (MU) 0.1 $475k 3.9k 123.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $475k 9.0k 52.76
Republic Services (RSG) 0.1 $467k 1.9k 246.61
Aon Shs Cl A (AON) 0.1 $462k 1.3k 356.76
Ford Motor Company (F) 0.1 $459k 42k 10.85
Ishares Tr Global Tech Etf (IXN) 0.1 $456k 4.9k 92.35
Nasdaq Omx (NDAQ) 0.1 $450k 5.0k 89.42
Wells Fargo & Company (WFC) 0.1 $437k 5.5k 80.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $436k 5.4k 80.64
Edwards Lifesciences (EW) 0.1 $433k 5.5k 78.21
ConocoPhillips (COP) 0.1 $430k 4.8k 89.75
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $427k 13k 33.58
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $422k 8.3k 50.76
Vanguard World Financials Etf (VFH) 0.1 $420k 3.3k 127.30
Capital One Financial (COF) 0.1 $416k 2.0k 212.76
Ishares Tr Msci Usa Value (VLUE) 0.1 $415k 3.7k 113.21
Ishares Tr Tips Bd Etf (TIP) 0.1 $409k 3.7k 110.05
Cbiz (CBZ) 0.1 $406k 5.7k 71.71
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $402k 3.6k 111.19
Gilead Sciences (GILD) 0.1 $401k 3.6k 110.88
Williams Companies (WMB) 0.1 $394k 6.3k 62.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $392k 2.5k 157.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $392k 4.4k 88.25
Bristol Myers Squibb (BMY) 0.1 $391k 8.4k 46.29
Analog Devices (ADI) 0.1 $390k 1.6k 238.07
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $388k 11k 35.49
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $387k 16k 24.27
Smucker J M Com New (SJM) 0.1 $383k 3.9k 98.19
Intel Corporation (INTC) 0.1 $382k 17k 22.40
Bank Montreal Que Cal Lkd 45 (FNGU) 0.1 $377k 15k 24.89
Phillips 66 (PSX) 0.1 $377k 3.2k 119.31
Deere & Company (DE) 0.1 $376k 739.00 508.50
CSX Corporation (CSX) 0.1 $375k 12k 32.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $375k 2.7k 138.68
M&T Bank Corporation (MTB) 0.1 $371k 1.9k 193.99
FedEx Corporation (FDX) 0.1 $368k 1.6k 227.28
Kkr & Co (KKR) 0.1 $367k 2.8k 133.03
Nvent Electric SHS (NVT) 0.1 $365k 5.0k 73.25
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $364k 9.0k 40.65
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $364k 5.9k 61.21
Consolidated Edison (ED) 0.1 $363k 3.6k 100.36
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $361k 2.9k 123.58
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $357k 33k 10.92
Ishares Tr Core Msci Intl (IDEV) 0.0 $356k 4.7k 76.04
Marvell Technology (MRVL) 0.0 $354k 4.6k 77.40
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $354k 4.3k 83.00
Allegheny Technologies Incorporated (ATI) 0.0 $350k 4.1k 86.35
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $349k 3.2k 108.35
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $349k 15k 22.98
Teradyne (TER) 0.0 $349k 3.9k 89.92
Axon Enterprise (AXON) 0.0 $349k 421.00 827.94
Kinder Morgan (KMI) 0.0 $346k 12k 29.40
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $340k 5.0k 67.78
Asml Holding N V N Y Registry Shs (ASML) 0.0 $335k 418.00 801.39
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $333k 2.9k 113.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $330k 1.7k 192.71
Willis Towers Watson SHS (WTW) 0.0 $329k 1.1k 306.50
L3harris Technologies (LHX) 0.0 $329k 1.3k 250.76
Church & Dwight (CHD) 0.0 $328k 3.4k 96.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $327k 3.6k 90.98
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $326k 4.1k 79.52
British Amern Tob Sponsored Adr (BTI) 0.0 $316k 6.7k 47.33
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $313k 2.4k 133.04
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $311k 17k 18.13
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $311k 9.7k 31.97
Ishares Silver Tr Ishares (SLV) 0.0 $305k 9.3k 32.81
Hubbell (HUBB) 0.0 $303k 742.00 408.41
American Water Works (AWK) 0.0 $301k 2.2k 139.14
Take-Two Interactive Software (TTWO) 0.0 $298k 1.2k 242.85
Ishares Tr Intl Div Grwth (IGRO) 0.0 $294k 3.7k 78.89
Ishares Tr U.s. Energy Etf (IYE) 0.0 $294k 6.5k 45.22
Mettler-Toledo International (MTD) 0.0 $291k 248.00 1174.72
Starbucks Corporation (SBUX) 0.0 $290k 3.2k 91.62
IDEXX Laboratories (IDXX) 0.0 $284k 529.00 536.34
National Grid Sponsored Adr Ne (NGG) 0.0 $284k 3.8k 74.41
Realty Income (O) 0.0 $283k 4.9k 57.61
Cincinnati Financial Corporation (CINF) 0.0 $283k 1.9k 148.90
Qualcomm (QCOM) 0.0 $278k 1.7k 159.29
Nucor Corporation (NUE) 0.0 $272k 2.1k 129.54
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $271k 3.0k 91.43
Key (KEY) 0.0 $268k 15k 17.42
Ishares Tr Morningstar Valu (ILCV) 0.0 $268k 3.2k 83.39
Robinhood Mkts Com Cl A (HOOD) 0.0 $266k 2.8k 93.63
Pembina Pipeline Corp (PBA) 0.0 $266k 7.1k 37.51
Unilever Spon Adr New (UL) 0.0 $266k 4.3k 61.17
Paypal Holdings (PYPL) 0.0 $263k 3.5k 74.32
Intuitive Surgical Com New (ISRG) 0.0 $263k 483.00 543.41
Alaska Air (ALK) 0.0 $260k 5.3k 49.48
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $260k 2.3k 112.34
Emerson Electric (EMR) 0.0 $260k 1.9k 133.33
Curtiss-Wright (CW) 0.0 $259k 531.00 488.55
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $258k 5.0k 51.10
Carrier Global Corporation (CARR) 0.0 $256k 3.5k 73.19
Johnson Ctls Intl SHS (JCI) 0.0 $256k 2.4k 105.62
Illinois Tool Works (ITW) 0.0 $256k 1.0k 247.20
Broadridge Financial Solutions (BR) 0.0 $255k 1.1k 243.03
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $254k 10k 24.81
General Motors Company (GM) 0.0 $254k 5.2k 49.21
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $254k 3.1k 82.86
Reddit Cl A (RDDT) 0.0 $253k 1.7k 150.57
Cloudflare Cl A Com (NET) 0.0 $252k 1.3k 195.83
Cyberark Software SHS (CYBR) 0.0 $252k 619.00 406.88
Select Sector Spdr Tr Financial (XLF) 0.0 $251k 4.8k 52.37
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $250k 3.4k 73.35
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $250k 7.9k 31.76
Sony Group Corp Sponsored Adr (SONY) 0.0 $248k 9.5k 26.03
Dover Corporation (DOV) 0.0 $246k 1.3k 183.25
Select Sector Spdr Tr Indl (XLI) 0.0 $246k 1.7k 147.52
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $245k 4.7k 52.06
Icici Bank Adr (IBN) 0.0 $244k 7.3k 33.64
Paychex (PAYX) 0.0 $243k 1.7k 145.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $243k 3.1k 78.69
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $239k 5.9k 40.14
Nuveen Muni Value Fund (NUV) 0.0 $238k 27k 8.69
Applied Materials (AMAT) 0.0 $237k 1.3k 183.07
Msci (MSCI) 0.0 $237k 410.00 576.74
Southern Company (SO) 0.0 $235k 2.6k 91.84
Iron Mountain (IRM) 0.0 $235k 2.3k 102.57
Teradyne Put Put Option (Principal) 0.0 $234k 2.6k 89.92
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $234k 9.1k 25.69
United Rentals (URI) 0.0 $234k 310.00 753.40
Comfort Systems USA (FIX) 0.0 $233k 434.00 536.27
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $231k 494.00 467.82
Ferguson Enterprises Common Stock New (FERG) 0.0 $231k 1.1k 217.75
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $228k 5.6k 40.49
Constellation Energy (CEG) 0.0 $228k 705.00 322.76
Capital Group Global Equity SHS (CGGE) 0.0 $221k 7.6k 29.19
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $217k 8.7k 24.89
Sable Offshore Corp Com Shs (SOC) 0.0 $212k 9.7k 21.98
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $211k 6.1k 34.51
American Superconductor Corp Shs New (AMSC) 0.0 $210k 5.7k 36.69
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $208k 2.3k 90.89
Travelers Companies (TRV) 0.0 $208k 776.00 267.54
Synchrony Financial (SYF) 0.0 $204k 3.0k 66.74
Dupont De Nemours (DD) 0.0 $200k 2.9k 68.60
Brookline Ban 0.0 $169k 16k 10.55
Nuveen Build Amer Bd (NBB) 0.0 $166k 11k 15.82
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $153k 14k 10.92
Selectquote Ord (SLQT) 0.0 $105k 44k 2.38
Elicio Therapeutics (ELTX) 0.0 $77k 10k 7.72
Wipro Spon Adr 1 Sh (WIT) 0.0 $65k 22k 3.02