Mayflower Financial Advisors

Mayflower Financial Advisors as of March 31, 2026

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 444 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.5 $37M 57k 653.21
Spdr Series Trust State Street Spd (SPYM) 3.5 $29M 375k 76.54
Apple (AAPL) 2.7 $22M 87k 253.79
Microsoft Corporation (MSFT) 2.0 $16M 44k 370.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $16M 85k 191.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $16M 531k 30.68
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $14M 127k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $13M 63k 211.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $13M 250k 49.89
NVIDIA Corporation (NVDA) 1.5 $12M 70k 174.40
Alphabet Cap Stk Cl A (GOOGL) 1.5 $12M 42k 287.56
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $12M 19k 650.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $12M 199k 58.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $11M 466k 23.22
Alphabet Cap Stk Cl C (GOOG) 1.2 $9.9M 34k 286.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $9.2M 19k 479.20
Ishares Tr Core Univrsl Usd (IUSB) 1.1 $8.8M 191k 46.19
Ishares Tr Msci Acwi Ex Us (ACWX) 1.0 $8.0M 117k 68.47
Amazon (AMZN) 1.0 $7.9M 38k 208.27
Ishares Tr Core Msci Eafe (IEFA) 1.0 $7.9M 87k 90.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $7.6M 113k 67.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $7.3M 99k 73.64
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.9 $7.3M 158k 45.86
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $7.2M 58k 124.31
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $6.9M 74k 92.74
Altria (MO) 0.8 $6.5M 98k 65.99
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.8 $6.3M 196k 32.15
Broadcom (AVGO) 0.8 $6.2M 20k 309.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $6.1M 19k 320.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $6.1M 95k 64.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $6.0M 10k 597.57
Ishares Tr Eafe Value Etf (EFV) 0.7 $6.0M 80k 74.35
Johnson & Johnson (JNJ) 0.7 $5.7M 24k 244.44
Spdr Gold Tr Gold Shs (GLD) 0.7 $5.6M 13k 430.28
JPMorgan Chase & Co. (JPM) 0.7 $5.4M 18k 294.16
Ishares Tr Mbs Etf (MBB) 0.6 $5.2M 55k 94.95
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $5.1M 140k 36.22
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $5.0M 153k 32.95
Chevron Corporation (CVX) 0.6 $5.0M 24k 206.90
Ishares Tr National Mun Etf (MUB) 0.6 $5.0M 47k 106.15
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $5.0M 23k 215.06
Ishares Core Msci Emkt (IEMG) 0.6 $4.9M 71k 69.75
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $4.9M 61k 80.58
Ishares Tr S&p 100 Etf (OEF) 0.6 $4.9M 15k 318.07
Morgan Stanley Com New (MS) 0.6 $4.7M 28k 164.57
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $4.7M 88k 52.64
Meta Platforms Cl A (META) 0.6 $4.5M 7.9k 572.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $4.5M 32k 138.32
Abbvie (ABBV) 0.5 $4.4M 20k 217.49
Klaviyo Com Ser A (KVYO) 0.5 $4.4M 227k 19.46
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $4.4M 39k 112.11
Spdr Series Trust State Street Spd (SPMD) 0.5 $4.4M 74k 59.22
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.5 $4.3M 174k 25.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $4.3M 40k 106.50
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.5 $4.2M 6.8k 616.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $4.2M 182k 22.91
Exxon Mobil Corporation (XOM) 0.5 $4.1M 24k 169.66
Ishares Tr Russell 2000 Etf (IWM) 0.5 $4.0M 16k 248.00
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $4.0M 77k 51.93
Honeywell International (HON) 0.4 $3.7M 16k 226.04
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.6M 27k 135.72
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $3.6M 53k 68.28
Caterpillar (CAT) 0.4 $3.6M 5.1k 708.44
Palantir Technologies Cl A (PLTR) 0.4 $3.6M 25k 146.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.5M 6.0k 577.22
Eli Lilly & Co. (LLY) 0.4 $3.5M 3.8k 919.72
Ishares Tr Core Intl Aggr (IAGG) 0.4 $3.4M 68k 50.04
Global X Fds Defense Tech Etf (SHLD) 0.4 $3.4M 48k 70.84
Visa Com Cl A (V) 0.4 $3.4M 11k 302.24
Vanguard Index Fds Value Etf (VTV) 0.4 $3.4M 17k 196.20
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.4 $3.4M 82k 41.06
Capital Group Dividend Growe Shs Etf (CGDG) 0.4 $3.4M 93k 35.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $3.3M 44k 75.10
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.3M 11k 287.18
Schweitzer-Mauduit International (MATV) 0.4 $3.3M 375k 8.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $3.2M 22k 142.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $3.1M 40k 77.11
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $2.9M 58k 50.37
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.7M 6.2k 436.80
Philip Morris International (PM) 0.3 $2.5M 15k 165.34
Raytheon Technologies Corp (RTX) 0.3 $2.5M 13k 192.89
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.5M 6.9k 356.58
Mastercard Incorporated Cl A (MA) 0.3 $2.5M 4.9k 499.66
Tesla Motors (TSLA) 0.3 $2.4M 6.5k 371.75
Bank of America Corporation (BAC) 0.3 $2.4M 49k 48.75
Cisco Systems (CSCO) 0.3 $2.4M 31k 77.59
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.4M 13k 181.42
Ge Vernova (GEV) 0.3 $2.3M 2.7k 872.91
Cme (CME) 0.3 $2.3M 7.9k 295.35
Merck & Co (MRK) 0.3 $2.3M 19k 120.29
Procter & Gamble Company (PG) 0.3 $2.2M 15k 144.44
Ishares Tr Select Divid Etf (DVY) 0.3 $2.2M 14k 151.41
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $2.1M 23k 92.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.1M 15k 141.42
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $2.1M 52k 39.68
Home Depot (HD) 0.2 $2.0M 6.2k 328.90
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $2.0M 36k 55.35
Costco Wholesale Corporation (COST) 0.2 $2.0M 2.0k 996.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $2.0M 20k 100.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.9M 25k 79.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.9M 5.6k 337.97
Southern Copper Corporation (SCCO) 0.2 $1.9M 11k 172.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.9M 22k 82.75
Pepsi (PEP) 0.2 $1.8M 12k 155.29
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.8M 47k 38.42
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.8M 19k 97.13
Ishares Gold Tr Ishares New (IAU) 0.2 $1.8M 20k 88.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M 12k 148.10
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $1.7M 39k 45.05
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.7M 7.0k 248.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.7M 31k 56.68
Abbott Laboratories (ABT) 0.2 $1.7M 17k 102.67
Booking Holdings (BKNG) 0.2 $1.6M 379.00 4210.32
Pfizer (PFE) 0.2 $1.6M 56k 28.08
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.6M 24k 64.73
TJX Companies (TJX) 0.2 $1.6M 9.8k 159.70
Corning Incorporated (GLW) 0.2 $1.6M 11k 135.97
Spdr Series Trust State Street Spd (SPYD) 0.2 $1.5M 34k 45.52
Blackrock (BLK) 0.2 $1.5M 1.6k 961.90
International Business Machines (IBM) 0.2 $1.5M 6.3k 242.40
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.5M 22k 70.18
Totalenergies Se Act (TTE) 0.2 $1.5M 16k 93.21
Franco-Nevada Corporation (FNV) 0.2 $1.5M 5.9k 247.05
McDonald's Corporation (MCD) 0.2 $1.5M 4.7k 310.77
Eaton Corp SHS (ETN) 0.2 $1.4M 4.0k 357.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.4M 27k 54.05
Goldman Sachs (GS) 0.2 $1.4M 1.7k 845.99
Lockheed Martin Corporation (LMT) 0.2 $1.4M 2.3k 604.36
Thermo Fisher Scientific (TMO) 0.2 $1.3M 2.7k 491.53
Coca-Cola Company (KO) 0.2 $1.3M 18k 76.05
Verizon Communications (VZ) 0.2 $1.3M 27k 50.20
Nextera Energy (NEE) 0.2 $1.3M 14k 92.88
Novartis Sponsored Adr (NVS) 0.2 $1.3M 8.7k 152.76
Enterprise Products Partners (EPD) 0.2 $1.3M 35k 37.84
Wayfair Cl A (W) 0.2 $1.3M 17k 75.21
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.2 $1.3M 18k 71.81
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $1.3M 24k 55.24
Dell Technologies CL C (DELL) 0.2 $1.3M 7.9k 164.13
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $1.3M 53k 24.24
Micron Technology (MU) 0.2 $1.3M 3.8k 337.84
At&t (T) 0.2 $1.3M 44k 28.99
Hubspot (HUBS) 0.2 $1.2M 5.1k 244.10
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $1.2M 20k 62.68
Stryker Corporation (SYK) 0.1 $1.2M 3.8k 328.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.2M 50k 24.75
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M 11k 111.37
Houlihan Lokey Cl A (HLI) 0.1 $1.2M 1.1M 1.06
UnitedHealth (UNH) 0.1 $1.2M 4.4k 270.57
Amgen (AMGN) 0.1 $1.2M 3.4k 351.85
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.2M 19k 61.26
Linde SHS (LIN) 0.1 $1.2M 2.4k 495.76
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $1.2M 33k 35.59
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $1.2M 15k 77.38
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $1.2M 28k 42.54
Lowe's Companies (LOW) 0.1 $1.1M 4.8k 236.30
Waste Management (WM) 0.1 $1.1M 4.9k 229.77
Spotify Technology S A SHS (SPOT) 0.1 $1.1M 2.3k 484.91
Wal-Mart Stores (WMT) 0.1 $1.1M 9.1k 124.29
Advanced Micro Devices (AMD) 0.1 $1.1M 5.5k 203.43
Citigroup Com New (C) 0.1 $1.1M 9.7k 113.41
Ishares Tr Long Term Muni (LMUB) 0.1 $1.1M 22k 49.93
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.1M 22k 48.46
Oracle Corporation (ORCL) 0.1 $1.1M 7.2k 147.11
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.0M 19k 54.55
Ishares Tr Europe Etf (IEV) 0.1 $1.0M 15k 67.94
Blackstone Group Inc Com Cl A (BX) 0.1 $1.0M 9.0k 114.99
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.0M 10k 100.66
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $1.0M 42k 24.24
State Street Corporation (STT) 0.1 $1.0M 8.1k 126.57
Spdr Series Trust State Street Spd (SPSB) 0.1 $994k 33k 30.07
Duke Energy Corp Com New (DUK) 0.1 $987k 7.5k 130.94
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $986k 58k 17.15
American Tower Reit (AMT) 0.1 $980k 5.7k 172.57
Netflix (NFLX) 0.1 $977k 10k 96.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $974k 13k 77.18
Canadian Pacific Kansas City (CP) 0.1 $965k 12k 78.45
Union Pacific Corporation (UNP) 0.1 $961k 4.0k 242.62
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $954k 8.0k 118.62
Spdr Series Trust State Street Spd (TFI) 0.1 $935k 21k 45.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $934k 3.1k 298.85
American Express Company (AXP) 0.1 $933k 3.1k 302.48
Boeing Company (BA) 0.1 $930k 4.7k 199.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $894k 19k 48.05
AmerisourceBergen (COR) 0.1 $889k 2.8k 314.14
Vanguard Index Fds Small Cp Etf (VB) 0.1 $878k 3.4k 261.92
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $876k 8.7k 100.72
Gilead Sciences (GILD) 0.1 $855k 6.1k 139.36
Ishares Gold Tr Shares Represent (IAUM) 0.1 $854k 18k 46.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $843k 9.5k 88.70
Teradyne (TER) 0.1 $841k 2.8k 296.46
FedEx Corporation (FDX) 0.1 $827k 2.3k 356.14
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $823k 18k 46.40
Williams Companies (WMB) 0.1 $822k 11k 72.78
Texas Instruments Incorporated (TXN) 0.1 $820k 4.2k 194.14
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $817k 1.8k 463.20
Automatic Data Processing (ADP) 0.1 $813k 4.0k 203.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $804k 14k 56.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $803k 3.8k 213.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $782k 1.8k 446.54
Quanta Services (PWR) 0.1 $762k 1.4k 549.02
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $762k 10k 75.09
Wells Fargo & Company (WFC) 0.1 $747k 9.4k 79.61
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $746k 17k 44.85
Intel Corporation (INTC) 0.1 $744k 17k 44.13
Allegheny Technologies Incorporated (ATI) 0.1 $724k 5.0k 145.47
Parker-Hannifin Corporation (PH) 0.1 $723k 807.00 895.24
Ishares Msci Gbl Etf New (PICK) 0.1 $720k 13k 56.59
State Str Spdr S&p 500 Etf T Put Put Option (Principal) 0.1 $715k 1.1k 650.34
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $705k 7.1k 99.27
Ecolab (ECL) 0.1 $705k 2.7k 266.02
Crowdstrike Hldgs Cl A (CRWD) 0.1 $686k 1.8k 390.50
CVS Caremark Corporation (CVS) 0.1 $677k 9.4k 71.82
Ishares Tr Global Tech Etf (IXN) 0.1 $670k 6.7k 99.96
Canadian Natl Ry (CNI) 0.1 $663k 6.5k 102.77
Uber Technologies (UBER) 0.1 $659k 9.2k 71.93
Nvent Elec SHS (NVT) 0.1 $651k 5.5k 118.27
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $651k 5.9k 110.39
3M Company (MMM) 0.1 $648k 4.5k 145.23
Ssga Active Tr State Street My (MYCF) 0.1 $647k 26k 25.05
8x8 (EGHT) 0.1 $647k 390k 1.66
Ge Aerospace Com New (GE) 0.1 $641k 2.3k 283.83
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $639k 4.8k 132.90
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $633k 479.00 1320.83
Fidelity Natl Finl Com Shs (FNF) 0.1 $631k 14k 46.38
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $624k 19k 33.22
Ishares Msci Emrg Chn (EMXC) 0.1 $620k 7.9k 78.66
Palo Alto Networks (PANW) 0.1 $616k 3.8k 160.32
Colgate-Palmolive Company (CL) 0.1 $615k 7.2k 85.23
Ishares Tr Core Msci Total (IXUS) 0.1 $613k 7.1k 86.64
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $605k 14k 44.33
Ishares Tr Core Msci Intl (IDEV) 0.1 $605k 7.2k 83.57
Suncor Energy (SU) 0.1 $601k 9.1k 66.11
Spdr Series Trust State Street Spd (SHM) 0.1 $593k 12k 47.83
Oneok (OKE) 0.1 $590k 6.5k 90.39
Mondelez Intl Cl A (MDLZ) 0.1 $589k 10k 57.64
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $589k 8.7k 67.92
Chubb (CB) 0.1 $585k 1.8k 325.97
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $583k 6.9k 84.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $576k 10k 55.52
Walt Disney Company (DIS) 0.1 $572k 5.9k 96.38
Ishares Tr Russell 3000 Etf (IWV) 0.1 $564k 1.5k 370.72
Trane Technologies SHS (TT) 0.1 $563k 1.4k 416.74
Cushman And Wakefield Common Shares (CWK) 0.1 $559k 46k 12.26
Snowflake Com Shs (SNOW) 0.1 $558k 3.7k 150.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $557k 1.3k 426.40
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $555k 14k 40.10
Accenture Plc Ireland Shs Class A (ACN) 0.1 $555k 2.8k 198.28
Charles Schwab Corporation (SCHW) 0.1 $552k 5.9k 93.98
salesforce (CRM) 0.1 $551k 3.0k 186.65
Spdr Series Trust State Street Spd (SDY) 0.1 $550k 3.8k 145.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $547k 22k 25.10
S&p Global (SPGI) 0.1 $534k 1.3k 425.44
Servicenow (NOW) 0.1 $533k 5.1k 104.55
Ferguson Enterprises Common Stock New (FERG) 0.1 $529k 2.3k 233.26
Spdr Series Trust State Street Spd (SPTS) 0.1 $527k 18k 29.18
Commercial Metals Company (CMC) 0.1 $518k 8.4k 61.43
Phillips 66 (PSX) 0.1 $517k 2.8k 182.18
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $516k 16k 33.37
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $510k 11k 44.80
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $504k 13k 40.19
SYSCO Corporation (SYY) 0.1 $503k 7.0k 71.33
Medtronic SHS (MDT) 0.1 $501k 5.8k 86.65
ConocoPhillips (COP) 0.1 $491k 3.7k 131.99
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $489k 1.7k 295.12
Consolidated Edison (ED) 0.1 $485k 4.3k 113.19
United Parcel Svcs CL B (UPS) 0.1 $484k 4.9k 98.38
Bristol Myers Squibb (BMY) 0.1 $483k 8.0k 60.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $475k 4.6k 103.43
CSX Corporation (CSX) 0.1 $474k 12k 41.05
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $471k 3.9k 121.19
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $470k 12k 38.42
Ishares Tr U.s. Energy Etf (IYE) 0.1 $468k 7.2k 64.77
Ishares Tr Msci Usa Value (VLUE) 0.1 $468k 3.3k 142.19
Sofi Technologies (SOFI) 0.1 $464k 29k 15.88
Capital Group Core Balanced SHS (CGBL) 0.1 $459k 13k 34.41
L3harris Technologies (LHX) 0.1 $457k 1.3k 345.19
Applied Materials (AMAT) 0.1 $454k 1.3k 341.79
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $453k 4.9k 91.76
Coinbase Global Com Cl A (COIN) 0.1 $453k 2.6k 174.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $451k 8.6k 52.56
First American Financial (FAF) 0.1 $446k 7.4k 60.29
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $445k 2.3k 189.59
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $439k 12k 36.11
Edwards Lifesciences (EW) 0.1 $438k 5.5k 80.08
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $436k 8.3k 52.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $436k 5.5k 79.55
British Amern Tob Sponsored Adr (BTI) 0.1 $432k 7.4k 58.47
Northrop Grumman Corporation (NOC) 0.1 $430k 630.00 682.24
Spdr Series Trust State Street Spd (SPIB) 0.1 $427k 13k 33.54
M&T Bank Corporation (MTB) 0.1 $426k 2.1k 206.72
Curtiss-Wright (CW) 0.1 $422k 620.00 681.12
Deere & Company (DE) 0.1 $422k 750.00 563.01
Analog Devices (ADI) 0.1 $421k 1.3k 318.02
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $418k 5.9k 70.91
Ishares Silver Tr Ishares (SLV) 0.1 $415k 6.1k 68.14
Nasdaq Omx (NDAQ) 0.1 $414k 4.9k 84.89
Capital One Financial (COF) 0.1 $413k 2.3k 182.43
Republic Services (RSG) 0.0 $411k 1.9k 219.02
Aon Shs Cl A (AON) 0.0 $407k 1.3k 322.78
Marvell Technology (MRVL) 0.0 $407k 4.1k 99.06
Cummins (CMI) 0.0 $397k 738.00 537.69
Ford Motor Company (F) 0.0 $393k 34k 11.54
Spotify Technology S A Put Put Option (Principal) 0.0 $388k 800.00 484.91
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $383k 9.2k 41.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $380k 2.9k 132.50
Ishares Tr Tips Bd Etf (TIP) 0.0 $375k 3.4k 110.35
Comcast Corp Cl A (CMCSA) 0.0 $375k 13k 28.71
Arista Networks Com Shs (ANET) 0.0 $374k 3.0k 122.78
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $370k 4.8k 76.36
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $367k 33k 11.23
Hubbell (HUBB) 0.0 $367k 748.00 490.74
Spdr Series Trust State Street Spd (SPYV) 0.0 $367k 6.5k 56.58
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $366k 3.2k 113.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $366k 9.4k 38.86
Key (KEY) 0.0 $361k 18k 20.05
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $355k 4.1k 86.36
Johnson Controls Internation SHS (JCI) 0.0 $354k 2.7k 130.95
Ishares Tr Ultra Short Dur (ICSH) 0.0 $348k 6.9k 50.62
Amrize SHS (AMRZ) 0.0 $347k 6.2k 56.02
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $347k 16k 22.13
Adobe Systems Incorporated (ADBE) 0.0 $346k 1.4k 243.14
General Motors Company (GM) 0.0 $346k 4.6k 74.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $343k 3.4k 100.62
National Grid Sponsored Adr Ne (NGG) 0.0 $339k 4.0k 84.60
Pembina Pipeline Corp (PBA) 0.0 $335k 7.5k 44.76
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $334k 7.3k 45.65
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $334k 7.1k 47.08
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $331k 17k 19.30
Danaher Corporation (DHR) 0.0 $330k 1.7k 189.60
Church & Dwight (CHD) 0.0 $329k 3.5k 93.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $329k 2.6k 128.12
Mettler-Toledo International (MTD) 0.0 $325k 258.00 1261.20
Cincinnati Financial Corporation (CINF) 0.0 $325k 2.1k 157.33
Rio Tinto Sponsored Adr (RIO) 0.0 $325k 3.5k 93.29
Willis Towers Watson SHS (WTW) 0.0 $324k 1.1k 290.70
Arch Cap Group Ord (ACGL) 0.0 $322k 3.4k 95.99
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $321k 14k 22.95
IDEXX Laboratories (IDXX) 0.0 $320k 570.00 561.89
Ross Stores (ROST) 0.0 $318k 1.5k 216.63
Kinder Morgan (KMI) 0.0 $317k 9.5k 33.53
Intuit (INTU) 0.0 $314k 726.00 432.38
Planet Labs Pbc Com Cl A (PL) 0.0 $310k 11k 27.95
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $307k 6.2k 49.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $305k 6.7k 45.62
Southern Company (SO) 0.0 $304k 3.2k 96.53
Smucker J M Com New (SJM) 0.0 $302k 3.1k 96.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $302k 1.5k 205.83
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $301k 2.1k 144.71
Sable Offshore Corp Com Shs (SOC) 0.0 $301k 18k 16.52
Valero Energy Corporation (VLO) 0.0 $300k 1.2k 247.08
Realty Income (O) 0.0 $298k 4.9k 61.18
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $296k 12k 24.72
Emerson Electric (EMR) 0.0 $292k 2.2k 131.02
Marsh & McLennan Companies (MRSH) 0.0 $292k 1.7k 173.45
Nike CL B (NKE) 0.0 $289k 5.5k 52.82
Cloudflare Cl A Com (NET) 0.0 $288k 1.4k 206.34
Ishares Tr Morningstar Valu (ILCV) 0.0 $287k 3.1k 93.14
American Electric Power Company (AEP) 0.0 $286k 2.2k 131.08
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $285k 546.00 522.71
Eastern Bankshares (EBC) 0.0 $284k 15k 19.56
Illinois Tool Works (ITW) 0.0 $283k 1.1k 260.29
Shell Spon Ads (SHEL) 0.0 $280k 3.0k 93.00
Qualcomm (QCOM) 0.0 $279k 2.2k 128.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $278k 2.2k 125.46
Vertiv Holdings Com Cl A (VRT) 0.0 $276k 1.1k 250.58
Bank Montreal Medium Cal Lkd 45 (FNGU) 0.0 $275k 18k 15.63
Lam Research Corp Com New (LRCX) 0.0 $275k 1.3k 213.66
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $275k 1.7k 161.73
Dover Corporation (DOV) 0.0 $275k 1.3k 208.47
American Water Works (AWK) 0.0 $273k 2.0k 136.12
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $272k 6.4k 42.56
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $270k 2.8k 96.99
Ishares Tr Intl Div Grwth (IGRO) 0.0 $270k 3.2k 83.77
Take-Two Interactive Software (TTWO) 0.0 $269k 1.4k 197.50
Kkr & Co (KKR) 0.0 $269k 2.9k 92.50
FactSet Research Systems (FDS) 0.0 $267k 1.2k 217.05
BP Sponsored Adr (BP) 0.0 $264k 5.6k 47.00
First Tr Exchange-traded SHS (FDL) 0.0 $263k 5.2k 50.80
Starbucks Corporation (SBUX) 0.0 $262k 2.9k 89.59
Nuveen Build Amer Bd (NBB) 0.0 $260k 17k 15.66
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $260k 2.8k 93.93
Solstice Advanced Matls Com Shs (SOLS) 0.0 $258k 3.4k 76.16
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $257k 2.9k 88.46
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $256k 5.0k 50.84
Axon Enterprise (AXON) 0.0 $256k 603.00 424.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $255k 3.3k 78.40
Toast Cl A (TOST) 0.0 $254k 9.6k 26.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $253k 8.7k 29.08
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $253k 3.1k 82.57
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $252k 2.4k 106.01
Aim Etf Products Trust Allianzim Us Eqt (OCTT) 0.0 $251k 5.9k 42.32
Datadog Cl A Com (DDOG) 0.0 $251k 2.1k 118.08
Target Corporation (TGT) 0.0 $248k 2.0k 121.20
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $247k 5.1k 48.93
Intercontinental Exchange (ICE) 0.0 $247k 1.6k 157.28
Nuveen Muni Value Fund (NUV) 0.0 $246k 27k 8.99
Msci (MSCI) 0.0 $245k 454.00 539.01
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $244k 6.5k 37.49
Angel Oak Finl Strategies In Com Ben Int (FINS) 0.0 $238k 19k 12.75
Ishares Emng Mkts Eqt (EMGF) 0.0 $238k 3.9k 60.43
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $237k 2.7k 86.69
Astrazeneca Ord (AZN) 0.0 $237k 1.2k 193.69
Iron Mountain (IRM) 0.0 $237k 2.3k 102.14
Cheniere Energy Com New (LNG) 0.0 $236k 831.00 283.76
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $236k 8.9k 26.61
Travelers Companies (TRV) 0.0 $235k 805.00 291.68
Unilever Spon Adr New (UL) 0.0 $231k 4.1k 56.97
Capital Group Global Equity SHS (CGGE) 0.0 $231k 7.6k 30.50
HSBC HLDGS Spon Adr New (HSBC) 0.0 $229k 2.8k 82.49
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $229k 9.9k 22.98
Amphenol Corp Cl A (APH) 0.0 $228k 1.8k 126.35
General Dynamics Corporation (GD) 0.0 $228k 665.00 343.22
Intuitive Surgical Com New (ISRG) 0.0 $226k 491.00 460.99
SLB Com Stk (SLB) 0.0 $226k 4.4k 51.39
Garmin SHS (GRMN) 0.0 $225k 971.00 232.01
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $225k 4.8k 46.91
Toyota Motor Corp Ads (TM) 0.0 $225k 1.1k 206.09
Vanguard World Financials Etf (VFH) 0.0 $225k 1.9k 120.81
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $224k 6.2k 35.96
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $222k 8.8k 25.33
Ishares Msci Cda Etf (EWC) 0.0 $221k 4.0k 54.80
United Rentals (URI) 0.0 $221k 303.00 728.56
Us Bancorp Com New (USB) 0.0 $221k 4.2k 52.01
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $216k 7.9k 27.15
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $216k 8.7k 24.77
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $210k 2.7k 79.09
Calamos Etf Tr Autocallable Inc (CAIE) 0.0 $208k 8.3k 25.14
GSK Sponsored Adr (GSK) 0.0 $208k 3.8k 55.19
Marathon Petroleum Corp (MPC) 0.0 $207k 847.00 244.18
O'reilly Automotive (ORLY) 0.0 $206k 2.2k 92.31
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $205k 3.3k 61.32
Ameriprise Financial (AMP) 0.0 $203k 456.00 444.40
Banco Santander Sa Adr (SAN) 0.0 $181k 16k 11.28
Monte Rosa Therapeutics (GLUE) 0.0 $165k 10k 16.45
Nomura Hldgs Sponsored Adr (NMR) 0.0 $109k 14k 7.89
Elicio Therapeutics (ELTX) 0.0 $107k 10k 10.69
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $106k 13k 7.94
T1 Energy Com New (TE) 0.0 $94k 21k 4.39
Immunitybio (IBRX) 0.0 $78k 10k 7.67
Cybin Com New (HELP) 0.0 $49k 10k 4.80
Genprex Com New (GNPX) 0.0 $36k 20k 1.81
Wipro Spon Adr 1 Sh (WIT) 0.0 $36k 17k 2.12
Inovio Pharmaceuticals Com Shs (INO) 0.0 $22k 13k 1.74
Selectquote Ord (SLQT) 0.0 $18k 29k 0.63