Mayflower Financial Advisors

Mayflower Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 407 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.8 $38M 57k 669.31
Spdr Series Trust Portfolio S&p500 (SPLG) 3.1 $25M 320k 78.34
Microsoft Corporation (MSFT) 2.9 $23M 45k 517.95
Apple (AAPL) 2.8 $22M 87k 254.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $20M 105k 194.49
Wayfair Cl A (W) 1.8 $15M 163k 89.33
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $14M 118k 120.72
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.7 $13M 224k 59.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $13M 472k 27.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $13M 19k 666.18
NVIDIA Corporation (NVDA) 1.6 $13M 67k 186.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $12M 232k 50.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $11M 454k 23.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $10M 20k 502.75
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $9.9M 48k 206.51
Ishares Core Msci Emkt (IEMG) 1.2 $9.5M 145k 65.92
Alphabet Cap Stk Cl A (GOOGL) 1.2 $9.4M 39k 243.10
Ishares Tr Eafe Value Etf (EFV) 1.1 $8.7M 129k 67.83
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $8.7M 151k 57.52
Alphabet Cap Stk Cl C (GOOG) 1.0 $8.3M 34k 243.55
Ishares Tr Core Total Usd (IUSB) 1.0 $8.0M 172k 46.71
Amazon (AMZN) 1.0 $8.0M 36k 219.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $7.5M 116k 65.26
Broadcom (AVGO) 0.9 $7.5M 23k 329.91
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $7.1M 75k 95.14
Ishares Tr Core Msci Eafe (IEFA) 0.9 $7.1M 82k 87.31
Klaviyo Com Ser A (KVYO) 0.8 $6.5M 233k 27.69
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $6.3M 53k 118.83
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.8 $6.3M 134k 46.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $6.2M 10k 612.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $6.1M 19k 328.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $6.1M 81k 74.37
Morgan Stanley Com New (MS) 0.7 $5.9M 37k 158.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $5.8M 96k 59.91
JPMorgan Chase & Co. (JPM) 0.7 $5.7M 18k 315.43
Ishares Tr S&p 100 Etf (OEF) 0.7 $5.6M 17k 332.84
Altria (MO) 0.7 $5.5M 83k 66.06
Meta Platforms Cl A (META) 0.7 $5.3M 7.3k 734.38
Spdr Gold Tr Gold Shs (GLD) 0.7 $5.3M 15k 355.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $5.2M 8.7k 596.01
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $4.8M 126k 37.86
Ishares Tr Mbs Etf (MBB) 0.6 $4.5M 48k 95.15
Ishares Tr National Mun Etf (MUB) 0.6 $4.5M 42k 106.49
Palantir Technologies Cl A (PLTR) 0.6 $4.5M 25k 182.42
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $4.5M 21k 215.79
Spdr Series Trust Portfolio S&p400 (SPMD) 0.6 $4.4M 77k 57.19
Abbvie (ABBV) 0.6 $4.4M 19k 231.53
Blackrock Etf Trust Ishares A I Inno (BAI) 0.5 $4.4M 128k 34.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $4.3M 40k 106.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $4.3M 31k 137.80
Schweitzer-Mauduit International (MATV) 0.5 $4.2M 375k 11.31
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $4.1M 78k 53.24
Alps Etf Tr Alerian Mlp (AMLP) 0.5 $3.9M 84k 46.93
Visa Com Cl A (V) 0.5 $3.9M 11k 341.38
Chevron Corporation (CVX) 0.5 $3.8M 24k 155.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.7M 6.1k 600.32
Ishares Tr Russell 2000 Etf (IWM) 0.4 $3.6M 15k 241.96
Honeywell International (HON) 0.4 $3.6M 17k 210.50
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $3.6M 53k 67.26
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.5M 12k 293.74
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $3.5M 46k 76.45
Vanguard Index Fds Value Etf (VTV) 0.4 $3.1M 17k 186.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $3.1M 44k 71.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $3.1M 21k 145.65
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.1M 25k 122.45
Ishares Tr Core Intl Aggr (IAGG) 0.4 $3.0M 59k 51.23
Johnson & Johnson (JNJ) 0.4 $3.0M 16k 185.42
Mastercard Incorporated Cl A (MA) 0.4 $2.9M 5.1k 568.81
Bank of America Corporation (BAC) 0.4 $2.9M 56k 51.59
Eli Lilly & Co. (LLY) 0.4 $2.9M 3.8k 762.95
Capital Group Dividend Growe Shs Etf (CGDG) 0.4 $2.8M 82k 34.65
Tesla Motors (TSLA) 0.4 $2.8M 6.4k 444.71
Exxon Mobil Corporation (XOM) 0.3 $2.7M 24k 112.75
Procter & Gamble Company (PG) 0.3 $2.6M 17k 153.65
Abbott Laboratories (ABT) 0.3 $2.6M 20k 133.94
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $2.6M 21k 121.06
Booking Holdings (BKNG) 0.3 $2.6M 476.00 5399.27
Caterpillar (CAT) 0.3 $2.6M 5.4k 477.17
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.5M 13k 195.84
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.5M 6.7k 365.48
Home Depot (HD) 0.3 $2.2M 5.5k 405.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $2.2M 30k 73.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.2M 15k 145.60
Cme (CME) 0.3 $2.1M 7.9k 270.18
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.1M 33k 65.01
Raytheon Technologies Corp (RTX) 0.3 $2.1M 13k 167.33
Philip Morris International (PM) 0.3 $2.1M 13k 162.20
Ishares Tr Select Divid Etf (DVY) 0.3 $2.0M 14k 142.10
Global X Fds Defense Tech Etf (SHLD) 0.3 $2.0M 29k 70.24
Oracle Corporation (ORCL) 0.3 $2.0M 7.2k 281.22
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $2.0M 56k 35.48
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $2.0M 35k 56.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $2.0M 26k 75.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.0M 25k 79.93
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.0M 4.1k 479.65
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $2.0M 77k 25.19
International Business Machines (IBM) 0.2 $1.9M 6.9k 282.14
Cisco Systems (CSCO) 0.2 $1.9M 28k 68.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.9M 23k 84.11
Southern Copper Corporation (SCCO) 0.2 $1.9M 16k 121.36
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.9M 6.9k 273.65
Blackrock (BLK) 0.2 $1.9M 1.6k 1166.11
UnitedHealth (UNH) 0.2 $1.8M 5.2k 345.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.8M 18k 100.69
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.8M 31k 57.10
Costco Wholesale Corporation (COST) 0.2 $1.8M 1.9k 925.67
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.7M 44k 39.54
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.7M 19k 93.37
Coca-Cola Company (KO) 0.2 $1.7M 26k 66.32
TJX Companies (TJX) 0.2 $1.7M 12k 144.54
McDonald's Corporation (MCD) 0.2 $1.7M 5.5k 303.87
Stryker Corporation (SYK) 0.2 $1.6M 4.4k 369.67
Ishares Gold Tr Ishares New (IAU) 0.2 $1.6M 22k 72.77
Merck & Co (MRK) 0.2 $1.6M 19k 83.93
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.6M 25k 63.83
Ge Vernova (GEV) 0.2 $1.6M 2.6k 614.90
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.5M 20k 76.01
Pepsi (PEP) 0.2 $1.5M 11k 140.44
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.5M 22k 68.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.5M 15k 102.99
Goldman Sachs (GS) 0.2 $1.5M 1.8k 796.35
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.4M 13k 113.88
Eaton Corp SHS (ETN) 0.2 $1.4M 3.8k 374.25
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.4M 37k 37.19
Servicenow (NOW) 0.2 $1.4M 1.5k 920.28
Thermo Fisher Scientific (TMO) 0.2 $1.4M 2.8k 485.02
Blackstone Group Inc Com Cl A (BX) 0.2 $1.4M 8.0k 170.84
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.3M 36k 37.70
Franco-Nevada Corporation (FNV) 0.2 $1.3M 6.0k 222.91
Novartis Sponsored Adr (NVS) 0.2 $1.3M 10k 128.24
Corning Incorporated (GLW) 0.2 $1.3M 16k 82.03
Pfizer (PFE) 0.2 $1.3M 51k 25.48
American Tower Reit (AMT) 0.2 $1.3M 6.6k 192.31
Linde SHS (LIN) 0.2 $1.2M 2.6k 475.00
Lowe's Companies (LOW) 0.2 $1.2M 4.9k 251.29
American Express Company (AXP) 0.2 $1.2M 3.7k 332.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 2.6k 463.66
Automatic Data Processing (ADP) 0.2 $1.2M 4.1k 293.47
Dell Technologies CL C (DELL) 0.2 $1.2M 8.5k 141.77
Verizon Communications (VZ) 0.1 $1.2M 27k 43.95
Netflix (NFLX) 0.1 $1.2M 982.00 1198.92
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.2M 69k 17.01
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.2M 7.8k 148.61
Houlihan Lokey Cl A (HLI) 0.1 $1.2M 1.1M 1.03
Lockheed Martin Corporation (LMT) 0.1 $1.2M 2.3k 499.18
Enterprise Products Partners (EPD) 0.1 $1.2M 37k 31.27
At&t (T) 0.1 $1.2M 41k 28.24
Waste Management (WM) 0.1 $1.1M 5.1k 220.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.1M 3.9k 279.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M 20k 54.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.1M 14k 78.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M 7.6k 140.95
Ishares Tr Europe Etf (IEV) 0.1 $1.0M 16k 65.48
Nextera Energy (NEE) 0.1 $1.0M 14k 75.49
Texas Instruments Incorporated (TXN) 0.1 $1.0M 5.6k 183.73
Spdr Series Trust Portfolio Short (SPSB) 0.1 $1.0M 33k 30.29
Boeing Company (BA) 0.1 $1.0M 4.7k 215.83
Amgen (AMGN) 0.1 $1.0M 3.5k 282.20
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $989k 10k 95.19
Canadian Pacific Kansas City (CP) 0.1 $973k 13k 74.51
Citigroup Com New (C) 0.1 $946k 9.3k 101.50
Fidelity National Financial Com Shs (FNF) 0.1 $946k 16k 60.49
Totalenergies Se Sponsored Ads (TTE) 0.1 $945k 16k 59.69
Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $938k 21k 45.57
Vanguard Index Fds Large Cap Etf (VV) 0.1 $913k 3.0k 307.86
Duke Energy Corp Com New (DUK) 0.1 $911k 7.4k 123.75
Vanguard Index Fds Small Cp Etf (VB) 0.1 $907k 3.6k 254.26
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $904k 10k 86.80
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $901k 21k 42.03
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $899k 37k 24.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $897k 39k 23.28
Mondelez Intl Cl A (MDLZ) 0.1 $888k 14k 62.47
Advanced Micro Devices (AMD) 0.1 $880k 5.4k 161.79
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $879k 19k 45.84
Wal-Mart Stores (WMT) 0.1 $858k 8.3k 103.06
Snowflake Com Shs (SNOW) 0.1 $847k 3.8k 225.55
Select Sector Spdr Tr Energy (XLE) 0.1 $844k 9.4k 89.34
Uber Technologies (UBER) 0.1 $843k 8.6k 97.97
AmerisourceBergen (COR) 0.1 $817k 2.6k 312.53
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $816k 17k 49.19
8x8 (EGHT) 0.1 $809k 382k 2.12
Accenture Plc Ireland Shs Class A (ACN) 0.1 $802k 3.3k 246.59
Crowdstrike Hldgs Cl A (CRWD) 0.1 $785k 1.6k 490.38
Cushman Wakefield SHS (CWK) 0.1 $779k 49k 15.92
Canadian Natl Ry (CNI) 0.1 $771k 8.2k 94.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $770k 3.8k 203.59
3M Company (MMM) 0.1 $761k 4.9k 155.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $758k 14k 53.40
Sofi Technologies (SOFI) 0.1 $747k 28k 26.42
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $742k 17k 44.57
Spdr S&p 500 Etf Tr Put Put Option (Principal) 0.1 $730k 1.1k 663.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $729k 8.0k 91.42
Palo Alto Networks (PANW) 0.1 $726k 3.6k 203.62
Wells Fargo & Company (WFC) 0.1 $725k 8.7k 83.82
Union Pacific Corporation (UNP) 0.1 $705k 3.0k 236.37
Intuit (INTU) 0.1 $704k 1.0k 682.91
CVS Caremark Corporation (CVS) 0.1 $704k 9.3k 75.39
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $702k 7.0k 100.25
Walt Disney Company (DIS) 0.1 $693k 6.1k 114.51
Select Sector Spdr Tr Technology (XLK) 0.1 $689k 2.4k 281.86
Chubb (CB) 0.1 $685k 2.4k 282.27
S&p Global (SPGI) 0.1 $678k 1.4k 486.81
Ecolab (ECL) 0.1 $677k 2.5k 273.85
Williams Companies (WMB) 0.1 $674k 11k 63.35
Micron Technology (MU) 0.1 $659k 3.9k 167.32
Ishares Gold Tr Shares Represent (IAUM) 0.1 $658k 17k 38.50
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $652k 18k 35.43
Coinbase Global Com Cl A (COIN) 0.1 $650k 1.9k 337.51
Ssga Active Tr Spdr Ssga My2026 (MYCF) 0.1 $649k 26k 25.13
Charles Schwab Corporation (SCHW) 0.1 $646k 6.8k 95.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $645k 6.2k 103.36
Ishares Tr Short Treas Bd (SHV) 0.1 $639k 5.8k 110.49
Northrop Grumman Corporation (NOC) 0.1 $638k 1.0k 609.32
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $635k 11k 57.52
Ge Aerospace Com New (GE) 0.1 $628k 2.1k 300.88
Cummins (CMI) 0.1 $627k 1.5k 422.24
salesforce (CRM) 0.1 $624k 2.6k 237.00
Zoetis Cl A (ZTS) 0.1 $618k 4.2k 146.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $612k 1.3k 468.41
Hubspot (HUBS) 0.1 $609k 1.3k 467.80
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $608k 14k 44.35
Parker-Hannifin Corporation (PH) 0.1 $607k 800.00 758.15
State Street Corporation (STT) 0.1 $606k 5.2k 116.01
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $604k 13k 48.22
Evercommerce (EVCM) 0.1 $602k 54k 11.13
Nvent Electric SHS (NVT) 0.1 $599k 6.1k 98.63
Intel Corporation (INTC) 0.1 $598k 18k 33.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $597k 23k 25.63
Intercontinental Exchange (ICE) 0.1 $596k 3.5k 168.48
Nike CL B (NKE) 0.1 $589k 8.5k 69.73
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $589k 16k 37.94
Medtronic SHS (MDT) 0.1 $588k 6.2k 95.24
SYSCO Corporation (SYY) 0.1 $582k 7.1k 82.34
Ishares Tr Russell 3000 Etf (IWV) 0.1 $576k 1.5k 378.98
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $573k 8.4k 67.90
Ishares Tr Core Msci Total (IXUS) 0.1 $571k 6.9k 82.58
Quanta Services (PWR) 0.1 $570k 1.4k 414.42
Trane Technologies SHS (TT) 0.1 $563k 1.3k 421.96
Danaher Corporation (DHR) 0.1 $559k 2.8k 198.26
Colgate-Palmolive Company (CL) 0.1 $555k 6.9k 79.94
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $545k 4.2k 128.38
Teradyne (TER) 0.1 $534k 3.9k 137.64
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $533k 3.8k 140.05
Marsh & McLennan Companies (MMC) 0.1 $530k 2.6k 201.54
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $529k 18k 29.32
Ishares Emng Mkts Eqt (EMGF) 0.1 $519k 9.2k 56.58
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $518k 4.1k 125.95
Aon Shs Cl A (AON) 0.1 $516k 1.4k 356.69
Brown & Brown (BRO) 0.1 $510k 5.4k 93.79
Ishares Tr Global Tech Etf (IXN) 0.1 $510k 4.9k 103.22
First American Financial (FAF) 0.1 $508k 7.9k 64.24
Oneok (OKE) 0.1 $506k 6.9k 72.97
Watsco, Incorporated (WSO) 0.1 $495k 1.2k 404.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $494k 2.8k 178.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $491k 1.3k 391.64
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $490k 3.6k 135.66
Bank Montreal Que Cal Lkd 45 (FNGU) 0.1 $487k 17k 29.16
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $484k 7.5k 65.00
Ishares Msci Emrg Chn (EMXC) 0.1 $467k 6.9k 67.51
Capital Group Core Balanced SHS (CGBL) 0.1 $463k 13k 34.72
United Parcel Service CL B (UPS) 0.1 $463k 5.5k 83.54
Comcast Corp Cl A (CMCSA) 0.1 $462k 15k 31.42
ConocoPhillips (COP) 0.1 $460k 4.9k 94.59
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $458k 5.1k 89.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $456k 8.6k 53.03
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $455k 8.3k 54.76
Cyberark Software SHS (CYBR) 0.1 $449k 930.00 483.15
Adobe Systems Incorporated (ADBE) 0.1 $447k 1.3k 352.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $446k 5.5k 81.18
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $439k 2.5k 176.81
Republic Services (RSG) 0.1 $436k 1.9k 229.48
Arista Networks Com Shs (ANET) 0.1 $436k 3.0k 145.71
Gilead Sciences (GILD) 0.1 $435k 3.9k 111.01
Edwards Lifesciences (EW) 0.1 $433k 5.6k 77.77
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $431k 13k 33.89
Nasdaq Omx (NDAQ) 0.1 $431k 4.9k 88.45
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $431k 4.2k 103.39
Capital One Financial (COF) 0.1 $423k 2.0k 212.58
Phillips 66 (PSX) 0.1 $420k 3.1k 136.02
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $415k 11k 37.62
Ishares Tr Msci Usa Value (VLUE) 0.1 $414k 3.3k 125.05
Smucker J M Com New (SJM) 0.1 $411k 3.8k 108.61
Ishares Tr Tips Bd Etf (TIP) 0.1 $411k 3.7k 111.21
CSX Corporation (CSX) 0.1 $409k 12k 35.51
Asml Holding N V N Y Registry Shs (ASML) 0.1 $409k 422.00 968.09
Vanguard World Financials Etf (VFH) 0.1 $407k 3.1k 131.24
Ford Motor Company (F) 0.1 $402k 34k 11.96
L3harris Technologies (LHX) 0.0 $398k 1.3k 305.31
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $394k 9.0k 43.92
Ishares Silver Tr Ishares (SLV) 0.0 $393k 9.3k 42.37
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $388k 16k 24.34
FedEx Corporation (FDX) 0.0 $387k 1.6k 235.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $385k 2.7k 142.41
Robinhood Mkts Com Cl A (HOOD) 0.0 $382k 2.7k 143.18
M&T Bank Corporation (MTB) 0.0 $380k 1.9k 197.62
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $379k 2.9k 129.72
Consolidated Edison (ED) 0.0 $377k 3.8k 100.53
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $377k 3.2k 117.04
Willis Towers Watson SHS (WTW) 0.0 $375k 1.1k 345.45
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $372k 33k 11.39
Novo-nordisk A S Adr (NVO) 0.0 $370k 6.7k 55.49
British Amern Tob Sponsored Adr (BTI) 0.0 $369k 7.0k 53.08
Analog Devices (ADI) 0.0 $368k 1.5k 245.75
Kkr & Co (KKR) 0.0 $364k 2.8k 129.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $359k 4.7k 76.39
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $359k 1.7k 209.34
Teradyne Put Put Option (Principal) 0.0 $358k 2.6k 137.64
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $356k 4.8k 73.74
Bristol Myers Squibb (BMY) 0.0 $356k 7.9k 45.10
Marvell Technology (MRVL) 0.0 $346k 4.1k 84.07
Ishares Tr U.s. Energy Etf (IYE) 0.0 $345k 7.3k 47.52
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $345k 4.1k 84.00
FactSet Research Systems (FDS) 0.0 $345k 1.2k 286.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $344k 3.6k 95.89
Toast Cl A (TOST) 0.0 $343k 9.4k 36.51
Reddit Cl A (RDDT) 0.0 $342k 1.5k 229.99
American Superconductor Corp Shs New (AMSC) 0.0 $340k 5.7k 59.39
IDEXX Laboratories (IDXX) 0.0 $339k 531.00 638.89
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $338k 15k 23.12
Ishares Tr Core Msci Intl (IDEV) 0.0 $333k 4.2k 80.17
Deere & Company (DE) 0.0 $333k 727.00 457.40
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $333k 2.4k 141.50
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $332k 9.7k 34.17
Sony Group Corp Sponsored Adr (SONY) 0.0 $329k 11k 28.79
Allegheny Technologies Incorporated (ATI) 0.0 $325k 4.0k 81.35
Curtiss-Wright (CW) 0.0 $323k 594.00 542.94
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $322k 2.9k 111.51
Take-Two Interactive Software (TTWO) 0.0 $321k 1.2k 258.36
Hubbell (HUBB) 0.0 $319k 742.00 430.31
Kinder Morgan (KMI) 0.0 $315k 11k 28.31
Mettler-Toledo International (MTD) 0.0 $312k 254.00 1227.61
General Motors Company (GM) 0.0 $312k 5.1k 60.97
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $307k 562.00 546.75
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $307k 3.4k 89.57
Axon Enterprise (AXON) 0.0 $303k 422.00 717.64
Cincinnati Financial Corporation (CINF) 0.0 $302k 1.9k 158.10
O'reilly Automotive (ORLY) 0.0 $299k 2.8k 107.81
United Rentals (URI) 0.0 $299k 313.00 954.66
Ferguson Enterprises Common Stock New (FERG) 0.0 $296k 1.3k 224.58
Amrize SHS (AMRZ) 0.0 $294k 6.1k 48.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $294k 17k 17.16
Pembina Pipeline Corp (PBA) 0.0 $291k 7.2k 40.46
Ishares Tr Intl Div Grwth (IGRO) 0.0 $291k 3.7k 79.67
American Water Works (AWK) 0.0 $291k 2.1k 139.22
Ishares Tr Morningstar Valu (ILCV) 0.0 $289k 3.2k 90.02
Realty Income (O) 0.0 $287k 4.7k 60.79
National Grid Sponsored Adr Ne (NGG) 0.0 $282k 3.9k 72.67
Cloudflare Cl A Com (NET) 0.0 $281k 1.3k 214.59
Select Sector Spdr Tr Financial (XLF) 0.0 $277k 5.1k 53.87
Key (KEY) 0.0 $274k 15k 18.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $271k 2.4k 111.47
Illinois Tool Works (ITW) 0.0 $268k 1.0k 260.70
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $267k 3.4k 78.37
Emerson Electric (EMR) 0.0 $266k 2.0k 131.18
Unilever Spon Adr New (UL) 0.0 $266k 4.5k 59.28
Qualcomm (QCOM) 0.0 $264k 1.6k 166.35
Comfort Systems USA (FIX) 0.0 $263k 319.00 825.40
Starbucks Corporation (SBUX) 0.0 $262k 3.1k 84.59
Select Sector Spdr Tr Indl (XLI) 0.0 $262k 1.7k 154.23
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $260k 7.9k 33.07
Applied Materials (AMAT) 0.0 $259k 1.3k 204.74
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $259k 5.0k 51.28
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $256k 10k 24.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $254k 3.1k 82.96
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $253k 5.9k 42.62
Johnson Ctls Intl SHS (JCI) 0.0 $252k 2.3k 109.95
Broadridge Financial Solutions (BR) 0.0 $250k 1.1k 238.17
Cbiz (CBZ) 0.0 $247k 4.7k 52.96
Southern Company (SO) 0.0 $247k 2.6k 94.78
Nuveen Muni Value Fund (NUV) 0.0 $246k 27k 8.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $244k 3.1k 78.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $240k 5.6k 42.68
Ishares Msci Cda Etf (EWC) 0.0 $234k 4.6k 50.55
Msci (MSCI) 0.0 $233k 411.00 567.41
Iron Mountain (IRM) 0.0 $233k 2.3k 101.94
Capital Group Global Equity SHS (CGGE) 0.0 $233k 7.6k 30.79
Sable Offshore Corp Com Shs (SOC) 0.0 $230k 13k 17.46
Dupont De Nemours (DD) 0.0 $228k 2.9k 77.90
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $224k 4.0k 55.71
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $223k 6.1k 36.55
Dover Corporation (DOV) 0.0 $223k 1.3k 166.85
Icici Bank Adr (IBN) 0.0 $223k 7.4k 30.23
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $219k 8.7k 25.19
Travelers Companies (TRV) 0.0 $219k 785.00 279.22
Ionq Inc Pipe (IONQ) 0.0 $219k 3.6k 61.50
Constellation Energy (CEG) 0.0 $218k 662.00 329.07
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $215k 2.3k 93.64
American Electric Power Company (AEP) 0.0 $214k 1.9k 112.50
Carrier Global Corporation (CARR) 0.0 $211k 3.5k 59.70
Pulte (PHM) 0.0 $210k 1.6k 132.13
Eastern Bankshares (EBC) 0.0 $208k 11k 18.15
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $207k 3.7k 55.33
Intuitive Surgical Com New (ISRG) 0.0 $206k 461.00 447.23
Vanguard World Mega Cap Index (MGC) 0.0 $205k 840.00 244.09
Draftkings Com Cl A (DKNG) 0.0 $204k 5.5k 37.40
Church & Dwight (CHD) 0.0 $204k 2.3k 87.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $203k 7.3k 27.88
Monster Beverage Corp (MNST) 0.0 $203k 3.0k 67.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $203k 4.3k 46.76
Ross Stores (ROST) 0.0 $202k 1.3k 152.39
Nuveen Build Amer Bd (NBB) 0.0 $170k 11k 16.22
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $155k 14k 11.05
Banco Santander Adr (SAN) 0.0 $119k 11k 10.48
Elicio Therapeutics (ELTX) 0.0 $109k 10k 10.94
Selectquote Ord (SLQT) 0.0 $87k 44k 1.96
Cybin Com New (CYBN) 0.0 $60k 10k 5.87
Wipro Spon Adr 1 Sh (WIT) 0.0 $44k 17k 2.63