Mayflower Financial Advisors

Mayflower Financial Advisors as of June 30, 2026

Portfolio Holdings for Mayflower Financial Advisors

Mayflower Financial Advisors holds 499 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.7 $43M 57k 748.89
Spdr Series Trust St Str P500etf (SPYM) 3.6 $42M 477k 87.88
Duke Energy Corp Com New (DUK) 3.2 $37M 291k 126.58
McDonald's Corporation (MCD) 2.3 $27M 99k 270.31
Abbvie (ABBV) 2.2 $26M 102k 251.64
Apple (AAPL) 2.1 $24M 84k 289.36
Exxon Mobil Corporation (XOM) 1.9 $22M 158k 136.72
Altria (MO) 1.7 $20M 273k 71.95
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $19M 140k 137.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $18M 574k 31.71
Procter & Gamble Company (PG) 1.5 $17M 116k 146.64
Microsoft Corporation (MSFT) 1.4 $17M 45k 373.02
Chevron Corporation (CVX) 1.4 $16M 98k 165.76
Alphabet Cap Stk Cl A (GOOGL) 1.3 $15M 41k 357.37
Ishares Tr Core Univrsl Usd (IUSB) 1.3 $15M 318k 46.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $14M 21k 686.82
NVIDIA Corporation (NVDA) 1.2 $14M 70k 200.09
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $14M 18k 746.76
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $14M 200k 68.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $14M 61k 219.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $13M 261k 50.58
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $13M 57k 227.06
Alphabet Cap Stk Cl C (GOOG) 1.0 $12M 34k 353.33
Bristol Myers Squibb (BMY) 1.0 $12M 208k 57.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $12M 518k 23.13
Nextera Energy (NEE) 1.0 $12M 134k 87.77
Ishares Tr Msci Acwi Ex Us (ACWX) 0.9 $11M 143k 76.11
International Business Machines (IBM) 0.9 $11M 38k 281.21
Southern Company (SO) 0.9 $9.9M 104k 95.71
Amazon (AMZN) 0.8 $9.4M 39k 238.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $9.4M 19k 500.39
Pepsi (PEP) 0.8 $9.2M 68k 135.40
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $8.5M 57k 148.31
Ishares Tr Core Msci Eafe (IEFA) 0.7 $8.5M 88k 96.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $8.2M 107k 77.11
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.7 $7.6M 207k 36.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $7.4M 100k 73.41
Broadcom (AVGO) 0.6 $7.2M 19k 377.74
Spdr Gold Tr Gold Shs (GLD) 0.6 $7.1M 19k 368.38
Ishares Tr Msci Usa Min Etf (USMV) 0.6 $7.0M 73k 96.46
Ishares Tr S&p 100 Etf (OEF) 0.6 $7.0M 19k 365.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.8M 18k 370.05
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.6 $6.7M 127k 52.72
Verizon Communications (VZ) 0.6 $6.6M 157k 42.34
JPMorgan Chase & Co. (JPM) 0.5 $6.3M 19k 327.32
Johnson & Johnson (JNJ) 0.5 $6.2M 25k 253.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.2M 87k 71.25
Morgan Stanley Com New (MS) 0.5 $6.0M 29k 209.04
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.5 $5.9M 130k 45.58
Caterpillar (CAT) 0.5 $5.8M 5.4k 1064.91
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $5.7M 116k 49.55
Ishares Core Msci Emkt (IEMG) 0.5 $5.7M 69k 82.84
Ishares Tr Mbs Etf (MBB) 0.5 $5.6M 59k 94.52
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $5.4M 23k 236.62
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $5.3M 33k 161.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $5.2M 7.1k 736.37
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $5.2M 208k 25.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $5.0M 32k 156.95
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $5.0M 62k 81.06
Spdr Series Trust St Str P400mid (SPMD) 0.4 $5.0M 74k 67.56
Ishares Tr National Mun Etf (MUB) 0.4 $5.0M 46k 107.62
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $4.9M 98k 50.49
Ishares Tr Russell 2000 Etf (IWM) 0.4 $4.9M 16k 300.46
United Parcel Svcs CL B (UPS) 0.4 $4.8M 45k 107.50
Vanguard Index Fds Growth Etf (VUG) 0.4 $4.8M 55k 86.14
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.4 $4.8M 94k 50.37
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $4.7M 6.7k 703.31
Eli Lilly & Co. (LLY) 0.4 $4.7M 3.9k 1199.38
Meta Platforms Cl A (META) 0.4 $4.6M 8.2k 563.32
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $4.6M 88k 51.85
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.4 $4.2M 98k 43.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $4.2M 39k 106.47
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $4.0M 177k 22.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $4.0M 42k 96.49
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.3 $3.9M 138k 28.05
Ge Vernova (GEV) 0.3 $3.8M 3.3k 1174.97
Visa Com Cl A (V) 0.3 $3.8M 11k 343.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $3.7M 23k 164.27
Ishares Tr Core High Dv Etf (HDV) 0.3 $3.7M 135k 27.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $3.6M 44k 83.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.6M 45k 80.57
Cisco Systems (CSCO) 0.3 $3.6M 31k 117.46
Vanguard Index Fds Value Etf (VTV) 0.3 $3.6M 16k 217.93
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $3.5M 94k 37.51
Micron Technology (MU) 0.3 $3.5M 3.0k 1154.25
Klaviyo Com Ser A (KVYO) 0.3 $3.4M 227k 15.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $3.4M 40k 85.49
Tesla Motors (TSLA) 0.3 $3.2M 7.5k 420.60
Global X Fds Defense Tech Etf (SHLD) 0.3 $3.1M 53k 59.71
Advanced Micro Devices (AMD) 0.3 $3.1M 5.4k 580.91
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.3 $3.1M 61k 50.29
Corning Incorporated (GLW) 0.3 $2.9M 12k 255.43
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.9M 12k 252.24
Palantir Technologies Cl A (PLTR) 0.3 $2.9M 25k 116.67
Bank of America Corporation (BAC) 0.2 $2.9M 50k 56.98
Schweitzer-Mauduit International (MATV) 0.2 $2.8M 375k 7.57
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $2.7M 5.7k 477.60
Intel Corporation (INTC) 0.2 $2.7M 19k 139.63
Philip Morris International (PM) 0.2 $2.6M 15k 180.91
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.6M 6.4k 409.52
Merck & Co (MRK) 0.2 $2.6M 20k 128.50
Mastercard Incorporated Cl A (MA) 0.2 $2.5M 4.9k 513.63
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $2.5M 8.7k 290.63
Home Depot (HD) 0.2 $2.5M 7.0k 352.69
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.4M 32k 76.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.4M 15k 158.03
Dell Technologies CL C (DELL) 0.2 $2.3M 5.4k 431.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.3M 14k 163.66
Raytheon Technologies Corp (RTX) 0.2 $2.3M 12k 189.73
Consolidated Edison (ED) 0.2 $2.1M 19k 110.63
Ishares Tr Select Divid Etf (DVY) 0.2 $2.1M 14k 156.30
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.2 $2.1M 47k 44.48
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.1M 40k 51.05
Ishares Gold Tr Ishares New (IAU) 0.2 $2.0M 26k 75.51
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $2.0M 25k 79.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.9M 23k 82.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.9M 24k 79.03
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.9M 19k 103.88
UnitedHealth (UNH) 0.2 $1.9M 4.6k 415.66
Costco Wholesale Corporation (COST) 0.2 $1.9M 2.0k 935.39
Southern Copper Corporation (SCCO) 0.2 $1.8M 11k 174.26
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.8M 24k 75.28
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.8M 18k 100.81
Cme (CME) 0.2 $1.8M 8.0k 220.82
Goldman Sachs (GS) 0.2 $1.8M 1.7k 1011.37
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $1.8M 42k 41.82
Eaton Corp SHS (ETN) 0.1 $1.7M 4.1k 426.12
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $1.7M 33k 52.34
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $1.7M 19k 89.85
Booking Holdings (BKNG) 0.1 $1.7M 9.3k 178.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.6M 29k 56.48
At&t (T) 0.1 $1.6M 79k 20.70
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M 22k 75.79
Ge Aerospace Com New (GE) 0.1 $1.6M 4.3k 373.73
Wayfair Cl A (W) 0.1 $1.6M 18k 92.42
Spdr Series Trust St Str Sp500div (SPYD) 0.1 $1.6M 34k 47.71
Blackrock (BLK) 0.1 $1.6M 1.6k 961.44
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.5M 5.1k 303.13
Coca-Cola Company (KO) 0.1 $1.5M 19k 81.27
TJX Companies (TJX) 0.1 $1.5M 10k 151.50
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $1.5M 15k 100.67
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.5M 1.9k 763.30
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.1 $1.5M 29k 50.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.4M 24k 59.69
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.4M 24k 60.29
Ares Capital Corporation (ARCC) 0.1 $1.4M 76k 18.53
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.1 $1.4M 18k 80.33
Pfizer (PFE) 0.1 $1.4M 58k 24.08
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $1.4M 36k 38.59
State Street Corporation (STT) 0.1 $1.4M 8.1k 169.60
Abbott Laboratories (ABT) 0.1 $1.4M 15k 90.74
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.1 $1.4M 33k 41.10
Teradyne (TER) 0.1 $1.3M 2.8k 483.84
Novartis Sponsored Adr (NVS) 0.1 $1.3M 8.6k 156.72
Amgen (AMGN) 0.1 $1.3M 3.7k 362.13
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.1 $1.3M 27k 49.28
Thermo Fisher Scientific (TMO) 0.1 $1.3M 2.6k 501.44
Ishares Tr Long Term Muni (LMUB) 0.1 $1.3M 26k 51.22
Citigroup Com New (C) 0.1 $1.3M 9.2k 139.96
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.3M 53k 24.23
Wal-Mart Stores (WMT) 0.1 $1.3M 11k 113.26
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.3M 23k 55.01
Enterprise Products Partners (EPD) 0.1 $1.3M 35k 36.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.3M 46k 27.70
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.3M 10k 124.42
Palo Alto Networks (PANW) 0.1 $1.3M 3.7k 341.02
Ishares Tr Global Tech Etf (IXN) 0.1 $1.2M 8.6k 144.48
Totalenergies Se Act (TTE) 0.1 $1.2M 16k 77.77
Marvell Technology (MRVL) 0.1 $1.2M 4.1k 297.91
Linde SHS (LIN) 0.1 $1.2M 2.4k 518.94
Texas Instruments Incorporated (TXN) 0.1 $1.2M 4.1k 298.07
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $1.2M 16k 77.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.2M 13k 94.57
Oracle Corporation (ORCL) 0.1 $1.2M 8.1k 146.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.2M 36k 33.29
Franco-Nevada Corporation (FNV) 0.1 $1.2M 5.7k 208.44
Houlihan Lokey Cl A (HLI) 0.1 $1.2M 1.1M 1.06
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.3k 509.44
Snowflake Com Shs (SNOW) 0.1 $1.1M 4.3k 254.50
Spdr Series Trust St Str Nuvee Etf (TFI) 0.1 $1.1M 24k 45.80
Waste Management (WM) 0.1 $1.1M 4.9k 222.86
Union Pacific Corporation (UNP) 0.1 $1.1M 4.0k 272.00
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.1M 3.1k 343.91
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $1.1M 21k 50.95
Canadian Pacific Kansas City (CP) 0.1 $1.1M 12k 86.68
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $1.1M 19k 55.18
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.1M 18k 61.23
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 9.1k 117.68
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $1.1M 10k 104.93
Stryker Corporation (SYK) 0.1 $1.1M 3.4k 314.84
Ishares Tr Europe Etf (IEV) 0.1 $1.1M 15k 72.85
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.1M 20k 53.11
Spotify Technology S A SHS (SPOT) 0.1 $1.1M 2.3k 459.13
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.0M 17k 61.46
Lowe's Companies (LOW) 0.1 $1.0M 4.7k 220.51
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $1.0M 42k 24.22
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.0M 13k 76.70
CVS Caremark Corporation (CVS) 0.1 $1.0M 9.8k 103.45
Boeing Company (BA) 0.1 $1.0M 4.7k 216.47
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.0M 504.00 1989.44
Quanta Services (PWR) 0.1 $999k 1.4k 720.04
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $997k 54k 18.43
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $992k 20k 50.63
American Express Company (AXP) 0.1 $983k 2.9k 338.28
Applied Materials (AMAT) 0.1 $973k 1.3k 723.00
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $965k 32k 30.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $963k 14k 68.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $932k 9.7k 96.43
Automatic Data Processing (ADP) 0.1 $925k 4.1k 223.97
Allegheny Technologies Incorporated (ATI) 0.1 $901k 4.6k 197.12
American Tower Reit (AMT) 0.1 $891k 5.4k 163.58
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $885k 1.7k 522.46
Hubspot (HUBS) 0.1 $876k 4.8k 182.51
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $865k 7.6k 114.19
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.1 $840k 21k 40.01
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $835k 1.7k 496.73
Figma Class A Com Stk (FIG) 0.1 $835k 46k 18.09
Williams Companies (WMB) 0.1 $826k 11k 74.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $824k 3.4k 242.43
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $815k 4.5k 181.15
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $811k 4.3k 190.52
AmerisourceBergen (COR) 0.1 $792k 2.8k 282.98
Gilead Sciences (GILD) 0.1 $790k 6.3k 126.35
Canadian Natl Ry (CNI) 0.1 $788k 6.6k 119.25
3M Company (MMM) 0.1 $778k 4.8k 161.90
Parker-Hannifin Corporation (PH) 0.1 $778k 795.00 978.12
Ishares Msci Emrg Chn (EMXC) 0.1 $771k 7.5k 102.30
Ishares Msci Gbl Etf New (PICK) 0.1 $743k 13k 58.15
Ishares Tr Core Intl Aggr (IAGG) 0.1 $739k 15k 50.60
Ecolab (ECL) 0.1 $728k 2.6k 278.58
FedEx Corporation (FDX) 0.1 $718k 2.3k 313.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $715k 15k 48.43
Wells Fargo & Company (WFC) 0.1 $711k 8.6k 82.64
Netflix (NFLX) 0.1 $711k 10k 71.40
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $709k 7.2k 98.98
Ishares Tr Core Msci Total (IXUS) 0.1 $696k 7.3k 95.44
SYSCO Corporation (SYY) 0.1 $695k 8.3k 83.58
Colgate-Palmolive Company (CL) 0.1 $694k 7.6k 91.68
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $691k 18k 37.94
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $680k 6.9k 98.59
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $668k 17k 40.02
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $668k 6.1k 110.34
Trane Technologies SHS (TT) 0.1 $668k 1.4k 491.16
Uber Technologies (UBER) 0.1 $661k 9.2k 72.16
8x8 (EGHT) 0.1 $658k 385k 1.71
Cummins (CMI) 0.1 $657k 921.00 712.86
Ishares Tr Core Msci Intl (IDEV) 0.1 $649k 7.3k 89.01
Ishares Tr Russell 3000 Etf (IWV) 0.1 $649k 1.5k 426.45
Ssga Active Tr State Street My (MYCF) 0.1 $647k 26k 25.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $646k 5.2k 124.17
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $646k 13k 49.18
Spdr Series Trust St Str Sp Div (SDY) 0.1 $640k 4.2k 152.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $635k 22k 28.96
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $635k 14k 44.23
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $622k 14k 45.70
Mondelez Intl Cl A (MDLZ) 0.1 $619k 11k 57.84
Nvent Elec SHS (NVT) 0.1 $617k 3.6k 169.61
Cushman And Wakefield Common Shares (CWK) 0.1 $611k 46k 13.39
Oneok (OKE) 0.1 $606k 7.0k 86.93
Chubb (CB) 0.1 $605k 1.8k 340.78
Walt Disney Company (DIS) 0.1 $601k 6.2k 96.25
Analog Devices (ADI) 0.1 $600k 1.5k 397.30
Spdr Series Trust St Nuve Term Etf (SHM) 0.1 $599k 13k 47.97
American Electric Power Company (AEP) 0.1 $598k 4.4k 136.81
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $595k 7.3k 81.00
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.1 $592k 13k 47.20
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.1 $589k 14k 42.33
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $575k 6.7k 85.46
Ishares Tr Esg Msci Kld Etf (DSI) 0.0 $563k 4.0k 142.39
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $561k 1.7k 338.72
Lam Research Corp Com New (LRCX) 0.0 $561k 1.3k 433.33
Ishares Tr Msci Usa Value (VLUE) 0.0 $555k 2.8k 199.81
CSX Corporation (CSX) 0.0 $553k 12k 47.53
Capital Group Core Balanced SHS (CGBL) 0.0 $552k 15k 37.96
Spdr Series Trust St Str Sp Aero (XAR) 0.0 $549k 1.9k 283.79
Datadog Cl A Com (DDOG) 0.0 $546k 2.1k 260.42
Charles Schwab Corporation (SCHW) 0.0 $542k 5.9k 92.28
Arista Networks Com Shs (ANET) 0.0 $525k 3.1k 169.88
Spdr Series Trust St Sho Treas Etf (SPTS) 0.0 $524k 18k 29.01
Bondbloxx Etf Trust Ir M Tax Aware (TAXM) 0.0 $503k 10k 50.48
Medtronic SHS (MDT) 0.0 $501k 6.4k 78.22
Commercial Metals Company (CMC) 0.0 $501k 8.0k 62.75
M&T Bank Corporation (MTB) 0.0 $490k 2.1k 238.01
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $489k 507.00 965.00
Suncor Energy (SU) 0.0 $487k 9.1k 53.68
Ferguson Enterprises Common Stock New (FERG) 0.0 $487k 2.1k 237.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $487k 3.3k 147.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $484k 6.1k 79.97
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $484k 8.3k 58.26
Deere & Company (DE) 0.0 $483k 762.00 634.14
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $483k 5.9k 81.94
Ford Motor Company (F) 0.0 $479k 34k 13.90
Phillips 66 (PSX) 0.0 $474k 2.8k 169.05
Curtiss-Wright (CW) 0.0 $474k 625.00 757.76
Rocket Lab Corp (RKLB) 0.0 $472k 4.6k 101.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $470k 4.6k 102.17
Servicenow (NOW) 0.0 $466k 4.7k 99.28
British Amern Tob Sponsored Adr (BTI) 0.0 $465k 7.5k 61.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $462k 24k 19.12
Kla Corp Com New (KLAC) 0.0 $459k 1.5k 301.71
Edwards Lifesciences (EW) 0.0 $455k 5.0k 90.46
First American Financial (FAF) 0.0 $453k 6.6k 68.59
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $449k 4.9k 91.63
Capital One Financial (COF) 0.0 $447k 2.2k 200.62
Sofi Technologies (SOFI) 0.0 $445k 25k 17.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $444k 8.5k 52.41
S&p Global (SPGI) 0.0 $436k 1.1k 407.37
Ishares Silver Tr Ishares (SLV) 0.0 $434k 8.1k 53.47
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $434k 8.1k 53.61
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $428k 3.2k 132.76
Aon Shs Cl A (AON) 0.0 $427k 1.3k 331.69
Valero Energy Corporation (VLO) 0.0 $426k 1.6k 260.45
Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $426k 13k 33.46
salesforce (CRM) 0.0 $422k 2.7k 156.68
Bank Montreal Medium Cal Lkd 45 (FNGU) 0.0 $421k 16k 25.71
Key (KEY) 0.0 $418k 18k 23.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $417k 9.4k 44.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $415k 1.7k 246.14
Ishares Tr U.s. Energy Etf (IYE) 0.0 $409k 7.2k 56.59
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $400k 4.0k 100.35
Republic Services (RSG) 0.0 $397k 1.9k 213.08
National Grid Sponsored Adr Ne (NGG) 0.0 $396k 4.8k 82.87
Hubbell (HUBB) 0.0 $392k 750.00 523.20
ConocoPhillips (COP) 0.0 $392k 3.8k 103.96
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $385k 1.7k 221.20
Nasdaq Omx (NDAQ) 0.0 $385k 4.9k 78.82
Emerson Electric (EMR) 0.0 $384k 2.7k 143.18
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.0 $384k 5.1k 75.68
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $384k 33k 11.74
Iron Mountain (IRM) 0.0 $384k 3.0k 126.31
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $383k 4.1k 93.25
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $382k 7.6k 50.39
Ishares Tr Tips Bd Etf (TIP) 0.0 $382k 3.5k 109.43
Western Digital (WDC) 0.0 $381k 597.00 638.72
L3harris Technologies (LHX) 0.0 $380k 1.3k 290.62
Amphenol Corp Cl A (APH) 0.0 $380k 2.2k 176.32
Northrop Grumman Corporation (NOC) 0.0 $377k 739.00 509.51
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $373k 4.9k 75.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $372k 2.5k 146.41
Johnson Controls Internation SHS (JCI) 0.0 $370k 2.5k 146.11
General Motors Company (GM) 0.0 $367k 4.8k 77.08
Spotify Technology S A Put Put Option (Principal) 0.0 $367k 800.00 459.13
Cincinnati Financial Corporation (CINF) 0.0 $367k 2.0k 185.14
Qualcomm (QCOM) 0.0 $362k 2.0k 184.76
Cloudflare Cl A Com (NET) 0.0 $360k 1.5k 245.28
Target Corporation (TGT) 0.0 $357k 2.7k 130.63
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $356k 4.9k 72.28
Pembina Pipeline Corp (PBA) 0.0 $352k 7.6k 46.25
Smucker J M Com New (SJM) 0.0 $352k 3.1k 112.50
Planet Labs Pbc Com Cl A (PL) 0.0 $352k 11k 33.13
Spdr Series Trust St Str P500val (SPYV) 0.0 $351k 5.8k 60.79
Ishares Tr Ultra Short Dur (ICSH) 0.0 $348k 6.9k 50.58
Church & Dwight (CHD) 0.0 $347k 3.6k 96.88
Ishares Tr Ibon 2027 Te Etf (IBHG) 0.0 $346k 16k 22.08
Starbucks Corporation (SBUX) 0.0 $345k 3.4k 102.18
Danaher Corporation (DHR) 0.0 $339k 1.8k 190.48
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $333k 7.1k 46.94
United Rentals (URI) 0.0 $331k 292.00 1132.89
Illinois Tool Works (ITW) 0.0 $329k 1.2k 270.43
Etf Opportunities Trust Applied Fina Val (VSLU) 0.0 $328k 7.1k 46.25
Amrize SHS (AMRZ) 0.0 $325k 6.1k 53.30
Eastern Bankshares (EBC) 0.0 $323k 15k 22.24
Take-Two Interactive Software (TTWO) 0.0 $321k 1.3k 249.98
Ishares Tr Morningstar Valu (ILCV) 0.0 $320k 3.2k 101.24
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $319k 1.7k 185.23
Accenture Plc Ireland Shs Class A (ACN) 0.0 $319k 2.6k 124.43
Willis Towers Watson SHS (WTW) 0.0 $318k 1.2k 261.37
Ishares Tr Ibon 2026 Te Etf (IBHF) 0.0 $317k 14k 22.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $315k 8.7k 36.13
Kinder Morgan (KMI) 0.0 $314k 9.8k 31.97
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $312k 9.1k 34.12
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $308k 5.8k 52.76
Vertiv Holdings Com Cl A (VRT) 0.0 $308k 920.00 334.82
Ross Stores (ROST) 0.0 $307k 1.4k 212.85
Rio Tinto Sponsored Adr (RIO) 0.0 $307k 3.2k 94.93
Solstice Advanced Matls Com Shs (SOLS) 0.0 $307k 3.5k 88.60
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $307k 6.7k 45.49
Shell Spon Ads (SHEL) 0.0 $303k 3.9k 77.54
Realty Income (O) 0.0 $301k 4.9k 61.96
HSBC HLDGS Spon Adr New (HSBC) 0.0 $299k 3.1k 95.09
IDEXX Laboratories (IDXX) 0.0 $297k 565.00 526.44
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $296k 12k 24.66
Dover Corporation (DOV) 0.0 $294k 1.3k 224.30
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $290k 2.5k 117.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $289k 2.9k 98.19
Ishares Emng Mkts Eqt (EMGF) 0.0 $289k 3.9k 73.26
Axon Enterprise (AXON) 0.0 $287k 512.00 560.85
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $287k 16k 17.88
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $286k 2.0k 141.82
Novo-nordisk A S Adr (NVO) 0.0 $286k 6.0k 47.94
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.0 $285k 12k 24.88
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $284k 6.5k 43.75
Ishares Tr Intl Div Grwth (IGRO) 0.0 $283k 3.2k 87.93
Nike CL B (NKE) 0.0 $278k 6.8k 41.05
Aim Etf Products Trust Allianzim Us Eqt (OCTT) 0.0 $277k 5.9k 46.60
O'reilly Automotive (ORLY) 0.0 $273k 3.0k 92.09
Carrier Global Corporation (CARR) 0.0 $269k 3.7k 73.35
Comcast Corp Cl A (CMCSA) 0.0 $269k 11k 24.55
Toast Cl A (TOST) 0.0 $267k 9.6k 27.82
Capital Group Global Equity SHS (CGGE) 0.0 $267k 7.6k 35.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $266k 4.7k 56.16
Kkr & Co (KKR) 0.0 $266k 2.9k 91.78
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $266k 6.4k 41.43
Adobe Systems Incorporated (ADBE) 0.0 $264k 1.3k 204.95
Bhp Billiton Sponsored Ads (BHP) 0.0 $263k 3.2k 83.32
Nuveen Build Amer Bd (NBB) 0.0 $262k 17k 15.78
Coreweave Com Cl A (CRWV) 0.0 $261k 2.6k 99.54
BP Sponsored Adr (BP) 0.0 $257k 7.0k 36.95
Us Bancorp Com New (USB) 0.0 $256k 4.2k 60.40
Ionq Inc Pipe (IONQ) 0.0 $255k 4.8k 53.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $255k 3.3k 77.92
American Water Works (AWK) 0.0 $254k 1.9k 131.61
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 0.0 $253k 6.2k 40.58
Nuveen Muni Value Fund (NUV) 0.0 $252k 27k 9.22
Msci (MSCI) 0.0 $252k 450.00 560.04
First Tr Exchange-traded SHS (FDL) 0.0 $252k 5.2k 48.66
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $250k 2.4k 103.05
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $248k 4.8k 51.78
Terawulf (WULF) 0.0 $247k 10k 24.70
Travelers Companies (TRV) 0.0 $247k 748.00 330.12
Marathon Petroleum Corp (MPC) 0.0 $244k 955.00 255.70
CRH Ord (CRH) 0.0 $243k 2.3k 107.00
Monte Rosa Therapeutics (GLUE) 0.0 $242k 10k 24.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $242k 5.4k 44.75
Vanguard World Financials Etf (VFH) 0.0 $241k 1.8k 131.60
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.0 $240k 6.2k 38.79
Astrazeneca Ord (AZN) 0.0 $240k 1.3k 187.21
Angel Oak Finl Strategies In Com Ben Int (FINS) 0.0 $239k 19k 12.80
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $239k 2.7k 89.92
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $238k 2.6k 93.38
American Superconductor Corp Shs New (AMSC) 0.0 $238k 5.7k 41.51
Air Products & Chemicals (APD) 0.0 $237k 810.00 293.02
Marsh & McLennan Companies (MRSH) 0.0 $237k 1.4k 166.67
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $237k 5.3k 45.12
Welltower Inc Com reit (WELL) 0.0 $236k 1.0k 226.97
Garmin SHS (GRMN) 0.0 $235k 990.00 237.54
Toronto Dominion Bk Ont Com New (TD) 0.0 $235k 1.9k 121.43
Ishares Msci Cda Etf (EWC) 0.0 $234k 4.1k 57.64
Qnity Electronics Common Stock (Q) 0.0 $234k 1.4k 163.31
Coinbase Global Com Cl A (COIN) 0.0 $233k 1.6k 146.20
Mettler-Toledo International (MTD) 0.0 $231k 181.00 1277.51
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $231k 9.8k 23.52
Vanguard World Mega Cap Index (MGC) 0.0 $230k 840.00 273.63
Unilever Spon Adr New (UL) 0.0 $230k 3.8k 60.12
Monster Beverage Corp (MNST) 0.0 $228k 2.4k 96.12
GSK Sponsored Adr (GSK) 0.0 $228k 4.3k 52.42
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $228k 11k 19.89
FactSet Research Systems (FDS) 0.0 $227k 986.00 230.08
Calamos Etf Tr Autoc Incom Etf (CAIE) 0.0 $225k 8.3k 27.21
Robinhood Mkts Com Cl A (HOOD) 0.0 $223k 2.2k 100.26
United Microelectronics Corp Spon Adr New (UMC) 0.0 $223k 8.2k 27.21
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $223k 2.3k 95.98
General Dynamics Corporation (GD) 0.0 $223k 628.00 354.24
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $222k 2.3k 96.31
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $222k 8.8k 25.25
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $222k 8.4k 26.50
Entegris (ENTG) 0.0 $221k 1.2k 179.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $220k 904.00 242.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $220k 487.00 450.98
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $219k 2.9k 75.89
Banco Santander Sa Adr (SAN) 0.0 $219k 16k 13.80
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $217k 2.3k 96.44
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $216k 1.2k 178.60
Intercontinental Exchange (ICE) 0.0 $216k 1.8k 123.09
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $216k 5.1k 41.91
Vanguard World Inf Tech Etf (VGT) 0.0 $214k 1.8k 119.51
Truist Financial Corp equities (TFC) 0.0 $214k 4.3k 49.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $213k 696.00 306.30
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $212k 7.3k 28.97
Hilton Worldwide Holdings (HLT) 0.0 $211k 639.00 330.46
Snap-on Incorporated (SNA) 0.0 $209k 518.00 402.63
Cheniere Energy Com New (LNG) 0.0 $208k 869.00 239.01
Kimberly-Clark Corporation (KMB) 0.0 $208k 1.9k 109.77
SLB Com Stk (SLB) 0.0 $207k 4.5k 46.49
Citizens Financial (CFG) 0.0 $207k 3.0k 70.07
W.W. Grainger (GWW) 0.0 $207k 152.00 1360.51
Archrock (AROC) 0.0 $206k 5.1k 40.71
Hennessy Fds Tr Sustainable Etf (STNC) 0.0 $206k 5.3k 38.51
Iren Ordinary Shares (IREN) 0.0 $205k 4.5k 45.73
Ameriprise Financial (AMP) 0.0 $204k 445.00 458.76
Block Cl A (XYZ) 0.0 $204k 2.7k 76.00
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) 0.0 $203k 4.1k 49.80
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $202k 2.5k 82.12
Synchrony Financial (SYF) 0.0 $201k 2.6k 76.05
Illumina (ILMN) 0.0 $200k 1.1k 175.83
Howmet Aerospace (HWM) 0.0 $200k 744.00 268.86
T1 Energy Com New (TE) 0.0 $186k 20k 9.48
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $180k 19k 9.58
Immunitybio (IBRX) 0.0 $177k 20k 8.76
Nomura Hldgs Sponsored Adr (NMR) 0.0 $129k 15k 8.78
Aegon Amer Reg 1 Cert (AEG) 0.0 $89k 11k 8.44
Cybin Com New (HELP) 0.0 $68k 10k 6.61
Sable Offshore Corp Com Shs (SOC) 0.0 $56k 18k 3.08
Wipro Spon Adr 1 Sh (WIT) 0.0 $52k 23k 2.25
Elicio Therapeutics (ELTX) 0.0 $39k 10k 3.91
Selectquote Ord (SLQT) 0.0 $24k 29k 0.84
Inovio Pharmaceuticals Com Shs (INO) 0.0 $14k 13k 1.10
Genprex Com New (GNPX) 0.0 $10k 20k 0.52
Gt Biopharma (GTBP) 0.0 $5.4k 11k 0.49