Mayflower Financial Advisors

Mayflower Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 414 positions in its portfolio as reported in the December 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 $40M 58k 684.94
Spdr Series Trust State Street Spd (SPYM) 3.1 $26M 324k 80.22
Apple (AAPL) 2.9 $24M 88k 271.86
Microsoft Corporation (MSFT) 2.6 $21M 44k 483.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $17M 83k 198.62
Wayfair Cl A (W) 2.0 $16M 163k 100.41
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $15M 120k 123.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $14M 523k 27.43
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.7 $14M 230k 60.81
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $13M 63k 212.07
Alphabet Cap Stk Cl A (GOOGL) 1.6 $13M 43k 313.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $13M 19k 681.92
NVIDIA Corporation (NVDA) 1.5 $12M 66k 186.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $12M 239k 50.29
Alphabet Cap Stk Cl C (GOOG) 1.3 $11M 34k 313.80
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $10M 442k 23.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $10M 20k 502.65
Ishares Core Msci Emkt (IEMG) 1.2 $9.8M 146k 67.22
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $9.4M 158k 59.28
Amazon (AMZN) 1.0 $8.7M 38k 230.82
Ishares Tr Eafe Value Etf (EFV) 1.0 $8.6M 120k 71.41
Ishares Tr Core Univrsl Usd (IUSB) 1.0 $8.4M 180k 46.54
Ishares Tr Core Msci Eafe (IEFA) 0.9 $7.8M 87k 89.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $7.4M 113k 66.00
Klaviyo Com Ser A (KVYO) 0.9 $7.4M 227k 32.47
Broadcom (AVGO) 0.8 $7.0M 20k 346.10
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $7.0M 74k 94.16
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $6.9M 57k 120.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $6.7M 90k 74.07
Morgan Stanley Com New (MS) 0.8 $6.6M 37k 177.53
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.8 $6.5M 141k 46.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $6.5M 19k 335.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $6.3M 100k 62.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $6.2M 9.9k 627.10
JPMorgan Chase & Co. (JPM) 0.7 $5.7M 18k 322.21
Altria (MO) 0.7 $5.5M 96k 57.66
Ishares Tr S&p 100 Etf (OEF) 0.7 $5.4M 16k 342.97
Spdr Gold Tr Gold Shs (GLD) 0.7 $5.4M 14k 396.30
Meta Platforms Cl A (META) 0.6 $5.2M 7.9k 660.07
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $5.0M 131k 38.56
Ishares Tr Mbs Etf (MBB) 0.6 $4.9M 52k 95.22
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $4.8M 91k 52.77
Johnson & Johnson (JNJ) 0.6 $4.8M 23k 206.95
Ishares Tr National Mun Etf (MUB) 0.6 $4.7M 44k 107.11
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $4.7M 141k 33.30
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $4.6M 21k 219.78
Schweitzer-Mauduit International (MATV) 0.6 $4.6M 375k 12.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $4.4M 31k 141.06
Abbvie (ABBV) 0.5 $4.4M 19k 228.48
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $4.4M 37k 119.32
Palantir Technologies Cl A (PLTR) 0.5 $4.3M 24k 177.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $4.2M 40k 106.70
Spdr Series Trust State Street Spd (SPMD) 0.5 $4.2M 73k 57.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $4.2M 6.9k 603.26
Eli Lilly & Co. (LLY) 0.5 $4.0M 3.8k 1074.62
Alps Etf Tr Alerian Mlp (AMLP) 0.5 $3.9M 83k 47.02
Visa Com Cl A (V) 0.5 $3.9M 11k 350.72
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $3.9M 50k 77.02
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $3.8M 44k 85.37
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.8M 15k 246.15
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.5 $3.7M 54k 69.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.6M 5.9k 614.29
Chevron Corporation (CVX) 0.4 $3.6M 23k 152.41
Vanguard Index Fds Value Etf (VTV) 0.4 $3.5M 19k 190.99
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.4M 12k 290.23
Capital Group Dividend Growe Shs Etf (CGDG) 0.4 $3.2M 91k 35.64
Honeywell International (HON) 0.4 $3.2M 17k 195.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $3.2M 44k 73.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $3.2M 22k 148.69
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.2M 26k 121.61
Caterpillar (CAT) 0.4 $3.1M 5.3k 572.83
Ishares Tr Core Intl Aggr (IAGG) 0.4 $3.0M 59k 50.01
Exxon Mobil Corporation (XOM) 0.4 $2.9M 24k 120.34
Bank of America Corporation (BAC) 0.3 $2.9M 52k 55.00
Tesla Motors (TSLA) 0.3 $2.8M 6.2k 449.71
Mastercard Incorporated Cl A (MA) 0.3 $2.8M 4.8k 570.88
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.7M 7.1k 373.44
Booking Holdings (BKNG) 0.3 $2.6M 492.00 5355.33
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.6M 13k 199.68
Abbott Laboratories (ABT) 0.3 $2.5M 20k 125.29
Procter & Gamble Company (PG) 0.3 $2.4M 17k 143.31
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.4M 4.9k 487.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $2.3M 31k 75.44
Raytheon Technologies Corp (RTX) 0.3 $2.3M 13k 183.40
Philip Morris International (PM) 0.3 $2.3M 14k 160.40
Cisco Systems (CSCO) 0.3 $2.2M 29k 77.03
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.2M 15k 148.98
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.2M 32k 67.13
Cme (CME) 0.3 $2.2M 7.9k 273.07
International Business Machines (IBM) 0.3 $2.1M 7.1k 296.20
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $2.1M 54k 38.05
Home Depot (HD) 0.2 $2.1M 6.0k 344.13
Ishares Tr Select Divid Etf (DVY) 0.2 $2.0M 14k 141.14
Merck & Co (MRK) 0.2 $2.0M 19k 105.26
Hubspot (HUBS) 0.2 $2.0M 5.0k 401.30
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $2.0M 20k 100.34
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $2.0M 35k 55.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.0M 25k 79.73
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.9M 6.9k 276.94
Global X Fds Defense Tech Etf (SHLD) 0.2 $1.9M 29k 64.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.9M 22k 83.75
Ishares Gold Tr Ishares New (IAU) 0.2 $1.9M 23k 81.17
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.9M 19k 96.03
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.7M 30k 57.24
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.7M 43k 40.23
Blackrock (BLK) 0.2 $1.7M 1.6k 1070.56
Costco Wholesale Corporation (COST) 0.2 $1.7M 2.0k 862.45
Ge Vernova (GEV) 0.2 $1.7M 2.6k 653.58
Thermo Fisher Scientific (TMO) 0.2 $1.6M 2.8k 579.45
Southern Copper Corporation (SCCO) 0.2 $1.6M 11k 143.47
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.6M 38k 41.48
UnitedHealth (UNH) 0.2 $1.6M 4.8k 330.14
Pepsi (PEP) 0.2 $1.6M 11k 143.52
Coca-Cola Company (KO) 0.2 $1.6M 22k 69.91
Corning Incorporated (GLW) 0.2 $1.6M 18k 87.56
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.6M 24k 64.04
Goldman Sachs (GS) 0.2 $1.5M 1.7k 879.00
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.5M 22k 69.42
TJX Companies (TJX) 0.2 $1.5M 9.9k 153.61
McDonald's Corporation (MCD) 0.2 $1.5M 4.9k 305.61
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $1.5M 59k 25.10
Pfizer (PFE) 0.2 $1.5M 59k 24.90
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.4M 20k 71.45
Novartis Sponsored Adr (NVS) 0.2 $1.4M 10k 137.87
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.4M 14k 101.67
Oracle Corporation (ORCL) 0.2 $1.4M 7.1k 194.91
Spotify Technology S A SHS (SPOT) 0.2 $1.3M 2.3k 580.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M 24k 53.76
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $1.3M 53k 24.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.3M 4.2k 303.91
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.3M 33k 38.22
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $1.3M 7.8k 160.97
Franco-Nevada Corporation (FNV) 0.2 $1.2M 6.0k 207.28
Blackstone Group Inc Com Cl A (BX) 0.2 $1.2M 8.1k 154.15
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M 11k 113.92
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.2M 68k 17.67
Houlihan Lokey Cl A (HLI) 0.1 $1.2M 1.1M 1.08
Eaton Corp SHS (ETN) 0.1 $1.2M 3.7k 318.48
Lowe's Companies (LOW) 0.1 $1.2M 4.9k 241.14
Advanced Micro Devices (AMD) 0.1 $1.2M 5.5k 214.16
Stryker Corporation (SYK) 0.1 $1.2M 3.3k 351.48
American Express Company (AXP) 0.1 $1.2M 3.1k 369.99
Servicenow (NOW) 0.1 $1.1M 7.4k 153.19
Citigroup Com New (C) 0.1 $1.1M 9.7k 116.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.1M 12k 96.28
American Tower Reit (AMT) 0.1 $1.1M 6.4k 175.57
Nextera Energy (NEE) 0.1 $1.1M 14k 80.28
Waste Management (WM) 0.1 $1.1M 5.1k 219.72
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.3k 483.64
Amgen (AMGN) 0.1 $1.1M 3.4k 327.31
Enterprise Products Partners (EPD) 0.1 $1.1M 35k 32.06
Micron Technology (MU) 0.1 $1.1M 3.9k 285.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M 7.6k 143.51
Dell Technologies CL C (DELL) 0.1 $1.1M 8.4k 125.88
Verizon Communications (VZ) 0.1 $1.1M 26k 40.73
Ishares Tr Europe Etf (IEV) 0.1 $1.1M 15k 68.60
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $1.0M 42k 24.28
At&t (T) 0.1 $1.0M 41k 24.84
Automatic Data Processing (ADP) 0.1 $1.0M 3.9k 257.26
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.0M 10k 100.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.0M 13k 77.88
Boeing Company (BA) 0.1 $1.0M 4.6k 217.12
Spdr Series Trust State Street Spd (SPSB) 0.1 $998k 33k 30.20
Linde SHS (LIN) 0.1 $993k 2.3k 426.39
Vanguard Index Fds Large Cap Etf (VV) 0.1 $990k 3.1k 314.80
Wal-Mart Stores (WMT) 0.1 $959k 8.6k 111.41
Canadian Pacific Kansas City (CP) 0.1 $958k 13k 73.73
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $956k 22k 43.64
Spdr Series Trust State Street Spd (TFI) 0.1 $941k 21k 45.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $926k 39k 24.04
Netflix (NFLX) 0.1 $899k 9.6k 93.76
AmerisourceBergen (COR) 0.1 $875k 2.6k 337.75
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $871k 20k 44.71
Duke Energy Corp Com New (DUK) 0.1 $865k 7.4k 117.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $864k 3.4k 257.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $847k 1.8k 480.52
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $829k 10k 80.37
Snowflake Com Shs (SNOW) 0.1 $827k 3.8k 219.36
Fidelity National Financial Com Shs (FNF) 0.1 $827k 15k 54.59
Wells Fargo & Company (WFC) 0.1 $812k 8.7k 93.20
Union Pacific Corporation (UNP) 0.1 $809k 3.5k 231.32
Texas Instruments Incorporated (TXN) 0.1 $809k 4.7k 173.49
Canadian Natl Ry (CNI) 0.1 $800k 8.1k 98.85
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $798k 17k 45.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $791k 3.8k 210.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $777k 14k 54.71
Ishares Tr Core Msci Intl (IDEV) 0.1 $775k 9.4k 82.48
Uber Technologies (UBER) 0.1 $767k 9.4k 81.71
8x8 (EGHT) 0.1 $767k 389k 1.97
Ishares Gold Tr Shares Represent (IAUM) 0.1 $761k 18k 42.99
Spdr S&p 500 Etf Tr Put Put Option (Principal) 0.1 $750k 1.1k 681.92
Sofi Technologies (SOFI) 0.1 $747k 29k 26.18
Crowdstrike Hldgs Cl A (CRWD) 0.1 $747k 1.6k 468.76
Cushman And Wakefield Common Shares (CWK) 0.1 $741k 46k 16.19
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $740k 17k 44.50
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $738k 7.4k 99.88
CVS Caremark Corporation (CVS) 0.1 $735k 9.3k 79.36
3M Company (MMM) 0.1 $722k 4.5k 160.10
Cummins (CMI) 0.1 $714k 1.4k 510.28
Accenture Plc Ireland Shs Class A (ACN) 0.1 $711k 2.7k 268.29
Parker-Hannifin Corporation (PH) 0.1 $705k 802.00 878.96
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $704k 4.9k 143.97
salesforce (CRM) 0.1 $691k 2.6k 264.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $683k 7.7k 88.49
State Street Corporation (STT) 0.1 $681k 5.3k 129.01
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $674k 19k 36.23
Ecolab (ECL) 0.1 $674k 2.6k 262.51
Walt Disney Company (DIS) 0.1 $663k 5.8k 113.78
Ge Aerospace Com New (GE) 0.1 $650k 2.1k 308.09
Ssga Active Tr State Street My (MYCF) 0.1 $647k 26k 25.04
Palo Alto Networks (PANW) 0.1 $644k 3.5k 184.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $638k 1.4k 453.36
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $637k 5.8k 110.15
Williams Companies (WMB) 0.1 $627k 10k 60.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $619k 1.3k 473.30
S&p Global (SPGI) 0.1 $616k 1.2k 522.72
Ishares Msci Gbl Etf New (PICK) 0.1 $614k 12k 51.34
Intel Corporation (INTC) 0.1 $607k 16k 36.90
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $605k 14k 44.54
Spdr Series Trust State Street Spd (SHM) 0.1 $600k 13k 47.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $600k 6.9k 87.16
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $599k 10k 58.12
Medtronic SHS (MDT) 0.1 $596k 6.2k 96.06
Ishares Silver Tr Ishares (SLV) 0.1 $595k 9.2k 64.42
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $591k 8.7k 68.15
Ishares Tr Russell 3000 Etf (IWV) 0.1 $589k 1.5k 386.89
Ishares Tr Core Msci Total (IXUS) 0.1 $586k 6.9k 84.64
Chubb (CB) 0.1 $583k 1.9k 312.15
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $582k 15k 39.02
Quanta Services (PWR) 0.1 $582k 1.4k 422.06
Teradyne (TER) 0.1 $575k 3.0k 193.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $572k 22k 26.23
Charles Schwab Corporation (SCHW) 0.1 $572k 5.7k 99.91
Colgate-Palmolive Company (CL) 0.1 $572k 7.2k 79.02
Mondelez Intl Cl A (MDLZ) 0.1 $572k 11k 53.83
Allegheny Technologies Incorporated (ATI) 0.1 $571k 5.0k 114.77
Ishares Msci Emrg Chn (EMXC) 0.1 $553k 7.6k 72.68
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $552k 4.2k 130.80
Nvent Electric SHS (NVT) 0.1 $542k 5.3k 101.98
Spdr Series Trust State Street Spd (SDY) 0.1 $532k 3.8k 139.16
Gilead Sciences (GILD) 0.1 $530k 4.3k 122.73
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $530k 4.1k 128.83
Spdr Series Trust State Street Spd (SPTS) 0.1 $529k 18k 29.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $527k 11k 49.65
Trane Technologies SHS (TT) 0.1 $519k 1.3k 389.20
Ishares Tr Global Tech Etf (IXN) 0.1 $519k 4.9k 104.99
Ishares Emng Mkts Eqt (EMGF) 0.1 $515k 8.9k 57.85
Aon Shs Cl A (AON) 0.1 $507k 1.4k 352.99
Northrop Grumman Corporation (NOC) 0.1 $506k 887.00 570.21
Coinbase Global Com Cl A (COIN) 0.1 $503k 2.2k 226.19
SYSCO Corporation (SYY) 0.1 $496k 6.7k 73.69
First American Financial (FAF) 0.1 $493k 8.0k 61.44
Zoetis Cl A (ZTS) 0.1 $493k 3.9k 125.82
Asml Holding N V N Y Registry Shs (ASML) 0.1 $486k 454.00 1069.86
Capital One Financial (COF) 0.1 $484k 2.0k 242.36
Nasdaq Omx (NDAQ) 0.1 $474k 4.9k 97.13
Capital Group Core Balanced SHS (CGBL) 0.1 $472k 13k 35.33
ConocoPhillips (COP) 0.1 $471k 5.0k 93.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $465k 4.5k 102.39
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $462k 8.3k 55.58
Intuit (INTU) 0.1 $460k 694.00 662.42
Oneok (OKE) 0.1 $458k 6.2k 73.50
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $455k 9.4k 48.68
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $454k 8.6k 52.88
Ishares Tr Msci Usa Value (VLUE) 0.1 $452k 3.3k 136.73
FedEx Corporation (FDX) 0.1 $451k 1.6k 288.93
Edwards Lifesciences (EW) 0.1 $449k 5.3k 85.25
Ford Motor Company (F) 0.1 $443k 34k 13.12
United Parcel Service CL B (UPS) 0.1 $440k 4.4k 99.19
Danaher Corporation (DHR) 0.1 $439k 1.9k 228.92
Spdr Series Trust State Street Spd (SPIB) 0.1 $430k 13k 33.81
Analog Devices (ADI) 0.1 $428k 1.6k 271.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $425k 2.3k 181.21
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $421k 8.0k 52.72
CSX Corporation (CSX) 0.1 $417k 12k 36.25
Bristol Myers Squibb (BMY) 0.1 $415k 7.7k 53.94
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $410k 11k 36.21
Suncor Energy (SU) 0.0 $404k 9.1k 44.36
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $403k 4.7k 85.76
British Amern Tob Sponsored Adr (BTI) 0.0 $402k 7.1k 56.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $400k 5.0k 80.62
L3harris Technologies (LHX) 0.0 $399k 1.4k 293.48
Republic Services (RSG) 0.0 $399k 1.9k 211.93
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $398k 9.0k 44.47
Phillips 66 (PSX) 0.0 $395k 3.1k 129.04
Arista Networks Com Shs (ANET) 0.0 $392k 3.0k 131.03
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $391k 3.2k 121.27
M&T Bank Corporation (MTB) 0.0 $389k 1.9k 201.48
Consolidated Edison (ED) 0.0 $384k 3.9k 99.33
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $380k 33k 11.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $377k 2.9k 131.59
Bank Montreal Que Cal Lkd 45 (FNGU) 0.0 $374k 15k 25.26
Ishares Tr Tips Bd Etf (TIP) 0.0 $373k 3.4k 109.90
General Motors Company (GM) 0.0 $372k 4.6k 81.32
Brown & Brown (BRO) 0.0 $371k 4.7k 79.70
Key (KEY) 0.0 $369k 18k 20.64
Smucker J M Com New (SJM) 0.0 $367k 3.8k 97.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $365k 1.7k 209.12
Adobe Systems Incorporated (ADBE) 0.0 $364k 1.0k 349.92
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $362k 4.8k 74.94
IDEXX Laboratories (IDXX) 0.0 $362k 535.00 676.53
FactSet Research Systems (FDS) 0.0 $361k 1.2k 290.27
Willis Towers Watson SHS (WTW) 0.0 $360k 1.1k 328.60
Mettler-Toledo International (MTD) 0.0 $358k 257.00 1394.19
Kkr & Co (KKR) 0.0 $356k 2.8k 127.48
Comcast Corp Cl A (CMCSA) 0.0 $355k 12k 29.89
Qualcomm (QCOM) 0.0 $353k 2.1k 171.09
Marsh & McLennan Companies 0.0 $352k 1.9k 185.54
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $351k 2.6k 136.94
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $350k 15k 23.02
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $350k 16k 22.32
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $348k 4.1k 84.88
Ishares Tr U.s. Energy Etf (IYE) 0.0 $345k 7.3k 47.53
Arch Cap Group Ord (ACGL) 0.0 $344k 3.6k 95.92
Marvell Technology (MRVL) 0.0 $343k 4.0k 84.98
Deere & Company (DE) 0.0 $343k 736.00 465.86
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $340k 6.2k 54.77
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $338k 9.7k 34.65
Take-Two Interactive Software (TTWO) 0.0 $337k 1.3k 256.03
Curtiss-Wright (CW) 0.0 $337k 611.00 551.27
Toast Cl A (TOST) 0.0 $336k 9.5k 35.51
Amrize SHS (AMRZ) 0.0 $330k 6.1k 54.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $330k 3.4k 96.88
Applied Materials (AMAT) 0.0 $329k 1.3k 256.99
Hubbell (HUBB) 0.0 $328k 738.00 444.11
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $327k 2.8k 115.74
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $324k 4.3k 75.43
Vanguard World Financials Etf (VFH) 0.0 $323k 2.4k 133.49
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $323k 14k 23.08
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $321k 531.00 605.01
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $319k 6.3k 50.58
Nike CL B (NKE) 0.0 $318k 5.0k 63.71
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $316k 2.2k 146.58
Ferguson Enterprises Common Stock New (FERG) 0.0 $315k 1.4k 222.63
National Grid Sponsored Adr Ne (NGG) 0.0 $314k 4.1k 77.35
Cincinnati Financial Corporation (CINF) 0.0 $314k 1.9k 163.34
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $314k 3.4k 91.45
Johnson Ctls Intl SHS (JCI) 0.0 $312k 2.6k 119.75
Axon Enterprise (AXON) 0.0 $304k 536.00 567.93
Ishares Tr Morningstar Valu (ILCV) 0.0 $300k 3.2k 94.36
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $297k 2.1k 141.16
Ishares Tr Intl Div Grwth (IGRO) 0.0 $297k 3.6k 82.77
Sony Group Corp Sponsored Adr (SONY) 0.0 $287k 11k 25.60
United Rentals (URI) 0.0 $286k 353.00 809.32
Novo-nordisk A S Adr (NVO) 0.0 $285k 5.6k 50.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $283k 17k 16.49
Pembina Pipeline Corp (PBA) 0.0 $280k 7.4k 38.06
Cloudflare Cl A Com (NET) 0.0 $278k 1.4k 197.15
American Water Works (AWK) 0.0 $278k 2.1k 130.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $277k 5.7k 48.32
Ishares Msci Cda Etf (EWC) 0.0 $274k 5.1k 53.93
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $272k 11k 24.90
Emerson Electric (EMR) 0.0 $272k 2.0k 132.72
Spdr Series Trust State Street Spd (SPYV) 0.0 $271k 4.8k 56.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $271k 6.1k 44.41
Mccormick & Co Com Non Vtg (MKC) 0.0 $269k 4.0k 68.11
Unilever Spon Adr New (UL) 0.0 $268k 4.1k 65.40
Eastern Bankshares (EBC) 0.0 $267k 15k 18.43
Realty Income (O) 0.0 $266k 4.7k 56.37
Commercial Metals Company (CMC) 0.0 $266k 3.8k 69.22
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $264k 1.7k 155.12
Rio Tinto Sponsored Adr (RIO) 0.0 $263k 3.3k 80.03
Intuitive Surgical Com New (ISRG) 0.0 $263k 464.00 566.36
Illinois Tool Works (ITW) 0.0 $262k 1.1k 246.25
Icici Bank Adr (IBN) 0.0 $262k 8.8k 29.80
Nuveen Build Amer Bd (NBB) 0.0 $262k 17k 15.80
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $259k 5.9k 43.51
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $258k 5.0k 51.10
Dover Corporation (DOV) 0.0 $256k 1.3k 195.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $254k 3.1k 82.82
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $252k 6.4k 39.45
Nuveen Muni Value Fund (NUV) 0.0 $248k 27k 9.06
Constellation Energy (CEG) 0.0 $246k 697.00 353.27
Kinder Morgan (KMI) 0.0 $246k 8.9k 27.49
Monster Beverage Corp (MNST) 0.0 $244k 3.2k 76.67
Ross Stores (ROST) 0.0 $243k 1.3k 180.14
Capital Group Global Equity SHS (CGGE) 0.0 $239k 7.6k 31.63
Msci (MSCI) 0.0 $235k 409.00 573.73
Robinhood Mkts Com Cl A (HOOD) 0.0 $232k 2.1k 113.10
Travelers Companies (TRV) 0.0 $231k 796.00 290.06
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $229k 4.0k 56.69
Broadridge Financial Solutions (BR) 0.0 $229k 1.0k 223.17
Southern Company (SO) 0.0 $228k 2.6k 87.21
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $223k 8.8k 25.45
American Electric Power Company (AEP) 0.0 $223k 1.9k 115.31
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $219k 8.7k 25.17
Us Bancorp Del Com New (USB) 0.0 $218k 4.1k 53.36
Ishares Tr Us Aer Def Etf (ITA) 0.0 $218k 1.0k 214.69
Synchrony Financial (SYF) 0.0 $217k 2.6k 83.43
Ishares Tr Ultra Short Dur (ICSH) 0.0 $213k 4.2k 50.58
Toyota Motor Corp Ads (TM) 0.0 $212k 991.00 214.06
Vanguard World Mega Cap Index (MGC) 0.0 $211k 840.00 251.17
Cbiz (CBZ) 0.0 $211k 4.2k 50.45
Shell Spon Ads (SHEL) 0.0 $211k 2.9k 73.48
Truist Financial Corp equities (TFC) 0.0 $211k 4.3k 49.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $210k 751.00 279.14
Lam Research Corp Com New (LRCX) 0.0 $209k 1.2k 171.18
General Dynamics Corporation (GD) 0.0 $207k 616.00 336.66
Astrazeneca Sponsored Adr 0.0 $206k 2.2k 91.93
Boston Scientific Corporation (BSX) 0.0 $206k 2.2k 95.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $205k 969.00 211.79
Berkshire Hills Ban (BBT) 0.0 $204k 7.7k 26.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $201k 2.6k 78.82
BP Sponsored Adr (BP) 0.0 $201k 5.8k 34.73
Sable Offshore Corp Com Shs (SOC) 0.0 $164k 18k 9.02
Banco Santander Sa Adr (SAN) 0.0 $163k 14k 11.73
Monte Rosa Therapeutics (GLUE) 0.0 $157k 10k 15.68
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $146k 14k 10.83
T1 Energy Com New (TE) 0.0 $143k 21k 6.68
Nomura Hldgs Sponsored Adr (NMR) 0.0 $105k 13k 8.39
Elicio Therapeutics (ELTX) 0.0 $80k 10k 7.96
Wipro Spon Adr 1 Sh (WIT) 0.0 $45k 16k 2.84
Selectquote Ord (SLQT) 0.0 $40k 29k 1.41
Inovio Pharmaceuticals Com Shs (INO) 0.0 $22k 13k 1.74