Modera Wealth Management

Modera Wealth Management as of June 30, 2022

Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 333 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 7.7 $162M 1.2M 131.88
Vanguard Index Fds Growth Etf (VUG) 7.0 $147M 660k 222.89
Vanguard Specialized Funds Div App Etf (VIG) 6.4 $135M 943k 143.47
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.5 $95M 3.0M 31.60
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $76M 347k 218.70
Ishares Tr Core Msci Eafe (IEFA) 3.4 $72M 1.2M 58.85
Ishares Core Msci Emkt (IEMG) 3.0 $63M 1.3M 49.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.7 $57M 1.0M 54.59
Ishares Tr Jpmorgan Usd Emg (EMB) 2.7 $56M 657k 85.32
Dimensional Etf Trust Internatnal Val (DFIV) 2.6 $56M 1.9M 28.89
Ishares Tr Msci Eafe Etf (EFA) 2.5 $53M 852k 62.49
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 2.4 $50M 550k 91.51
Dimensional Etf Trust Us Equity Etf (DFUS) 2.3 $47M 1.2M 40.75
Ishares Tr Russell 2000 Etf (IWM) 2.2 $47M 278k 169.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $45M 1.1M 40.22
Ishares Tr Eafe Value Etf (EFV) 2.0 $43M 987k 43.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.9 $39M 1.7M 23.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $37M 883k 41.65
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $31M 398k 77.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $30M 197k 149.82
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $29M 476k 60.35
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $28M 123k 226.23
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $26M 179k 144.97
Apple (AAPL) 1.2 $26M 188k 136.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $26M 532k 48.00
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.2 $25M 612k 40.80
Microsoft Corporation (MSFT) 1.0 $22M 86k 256.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $20M 74k 273.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $20M 146k 136.15
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $17M 207k 83.70
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $17M 264k 65.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $17M 338k 49.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $16M 213k 76.79
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.8 $16M 371k 44.14
Ishares Tr Core S&p500 Etf (IVV) 0.8 $16M 42k 379.15
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $15M 141k 104.67
Ishares Tr Rus 1000 Etf (IWB) 0.6 $13M 65k 207.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $13M 124k 103.21
Amazon (AMZN) 0.5 $11M 100k 106.21
Ishares Tr National Mun Etf (MUB) 0.5 $9.6M 91k 106.36
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $9.5M 154k 61.30
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $9.4M 68k 137.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $9.0M 98k 91.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $8.6M 96k 89.03
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $8.3M 389k 21.44
Home Depot (HD) 0.4 $7.9M 29k 274.29
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $7.8M 121k 64.56
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $7.0M 17.00 408941.18
Johnson & Johnson (JNJ) 0.3 $6.7M 38k 177.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $6.5M 34k 188.63
Ishares Tr Tips Bd Etf (TIP) 0.3 $6.3M 55k 113.91
Alphabet Cap Stk Cl C (GOOG) 0.3 $5.4M 2.5k 2187.60
Pepsi (PEP) 0.3 $5.4M 32k 166.67
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.1M 50k 101.68
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $5.1M 25k 206.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $5.1M 102k 49.54
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $4.8M 12k 413.53
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $4.5M 109k 40.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $4.5M 12k 377.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $4.4M 22k 197.04
Procter & Gamble Company (PG) 0.2 $4.4M 31k 143.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.3M 2.0k 2179.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $4.1M 57k 72.41
Vanguard Index Fds Large Cap Etf (VV) 0.2 $4.0M 23k 172.36
Lockheed Martin Corporation (LMT) 0.2 $3.9M 9.1k 429.95
Pfizer (PFE) 0.2 $3.9M 74k 52.44
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $3.9M 82k 47.26
WSFS Financial Corporation (WSFS) 0.2 $3.8M 96k 40.09
PPG Industries (PPG) 0.2 $3.6M 31k 114.33
Northrop Grumman Corporation (NOC) 0.2 $3.5M 7.3k 478.58
Ishares U S Etf Tr Blackrock Short (MEAR) 0.2 $3.3M 67k 49.72
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $3.2M 83k 38.98
Merck & Co (MRK) 0.2 $3.2M 36k 91.18
McDonald's Corporation (MCD) 0.1 $3.1M 12k 246.90
Visa Com Cl A (V) 0.1 $3.0M 15k 196.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.9M 39k 75.26
Exxon Mobil Corporation (XOM) 0.1 $2.9M 34k 85.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.8M 8.1k 346.90
UnitedHealth (UNH) 0.1 $2.8M 5.4k 513.72
Mastercard Incorporated Cl A (MA) 0.1 $2.7M 8.7k 315.51
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $2.6M 60k 44.27
Lowe's Companies (LOW) 0.1 $2.6M 15k 174.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.5M 26k 94.39
JPMorgan Chase & Co. (JPM) 0.1 $2.4M 21k 112.63
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.4M 28k 85.35
Avantor (AVTR) 0.1 $2.3M 76k 31.11
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.3M 12k 196.99
American Express Company (AXP) 0.1 $2.3M 17k 138.60
Honeywell International (HON) 0.1 $2.2M 12k 173.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.0M 21k 92.43
Intel Corporation (INTC) 0.1 $1.9M 52k 37.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M 48k 40.10
Vanguard World Fds Materials Etf (VAW) 0.1 $1.9M 12k 160.20
General Dynamics Corporation (GD) 0.1 $1.9M 8.5k 221.30
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $1.8M 80k 22.84
Raytheon Technologies Corp (RTX) 0.1 $1.8M 19k 96.13
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.8M 8.3k 217.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.8M 23k 79.21
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.8M 22k 82.81
Norfolk Southern (NSC) 0.1 $1.8M 7.8k 227.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M 17k 101.70
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.7M 12k 148.23
Essential Utils (WTRG) 0.1 $1.7M 37k 45.84
Union Pacific Corporation (UNP) 0.1 $1.6M 7.6k 213.24
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.6M 44k 36.81
Ishares Tr Global Reit Etf (REET) 0.1 $1.6M 66k 24.18
International Business Machines (IBM) 0.1 $1.6M 11k 141.17
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.6M 15k 105.35
Automatic Data Processing (ADP) 0.1 $1.6M 7.4k 210.02
Colgate-Palmolive Company (CL) 0.1 $1.5M 19k 80.12
Costco Wholesale Corporation (COST) 0.1 $1.5M 3.2k 479.46
L3harris Technologies (LHX) 0.1 $1.5M 6.2k 241.67
Bank of America Corporation (BAC) 0.1 $1.5M 48k 31.14
Morgan Stanley Com New (MS) 0.1 $1.5M 19k 76.08
3M Company (MMM) 0.1 $1.5M 11k 129.44
Abbvie (ABBV) 0.1 $1.4M 9.3k 153.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.4M 27k 50.13
Dupont De Nemours (DD) 0.1 $1.3M 24k 55.59
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.3M 33k 40.81
Amgen (AMGN) 0.1 $1.3M 5.4k 243.27
Chevron Corporation (CVX) 0.1 $1.3M 9.1k 144.80
Corteva (CTVA) 0.1 $1.3M 24k 54.15
Dow (DOW) 0.1 $1.3M 25k 51.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M 4.6k 280.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.3M 24k 52.28
Thermo Fisher Scientific (TMO) 0.1 $1.3M 2.3k 543.40
Ishares Gold Tr Ishares New (IAU) 0.1 $1.2M 36k 34.32
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.2M 20k 60.77
Empire St Rlty Tr Cl A (ESRT) 0.1 $1.2M 170k 7.03
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 4.3k 277.57
AFLAC Incorporated (AFL) 0.1 $1.2M 22k 55.32
Verizon Communications (VZ) 0.1 $1.2M 23k 50.75
Coca-Cola Company (KO) 0.1 $1.2M 19k 62.93
Abbott Laboratories (ABT) 0.1 $1.1M 11k 108.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.1M 28k 39.70
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $1.1M 12k 92.25
Eli Lilly & Co. (LLY) 0.1 $1.1M 3.3k 324.17
Walt Disney Company (DIS) 0.1 $1.1M 11k 94.43
CSX Corporation (CSX) 0.1 $1.1M 37k 29.05
Ishares Tr Core Total Usd (IUSB) 0.0 $1.0M 22k 46.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.0M 12k 83.79
Avadel Pharmaceuticals Sponsored Adr 0.0 $1.0M 423k 2.44
Bristol Myers Squibb (BMY) 0.0 $1.0M 13k 77.01
Texas Instruments Incorporated (TXN) 0.0 $965k 6.3k 153.66
Comcast Corp Cl A (CMCSA) 0.0 $964k 25k 39.22
Adobe Systems Incorporated (ADBE) 0.0 $948k 2.6k 365.88
Spdr Gold Tr Gold Shs (GLD) 0.0 $945k 5.6k 168.42
Huntington Ingalls Inds (HII) 0.0 $918k 4.2k 217.85
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $916k 26k 35.96
Hershey Company (HSY) 0.0 $910k 4.2k 215.08
Loews Corporation (L) 0.0 $904k 15k 59.28
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $871k 9.0k 96.38
Stryker Corporation (SYK) 0.0 $862k 4.3k 198.85
Illinois Tool Works (ITW) 0.0 $856k 4.7k 182.24
Wal-Mart Stores (WMT) 0.0 $856k 7.0k 121.54
Cisco Systems (CSCO) 0.0 $838k 20k 42.65
Oracle Corporation (ORCL) 0.0 $829k 12k 69.90
Meta Platforms Cl A (META) 0.0 $811k 5.0k 161.36
Truist Financial Corp equities (TFC) 0.0 $810k 17k 47.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $795k 10k 76.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $781k 5.8k 134.19
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $769k 15k 49.91
Humana (HUM) 0.0 $766k 1.6k 467.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $745k 26k 28.85
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $731k 5.5k 132.91
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $731k 2.2k 326.63
Tesla Motors (TSLA) 0.0 $691k 1.0k 673.49
Philip Morris International (PM) 0.0 $674k 6.8k 98.67
Myers Industries (MYE) 0.0 $673k 30k 22.74
Motorola Solutions Com New (MSI) 0.0 $670k 3.2k 209.70
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $660k 6.5k 101.43
Mondelez Intl Cl A (MDLZ) 0.0 $654k 11k 62.11
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $650k 20k 32.83
Nextera Energy (NEE) 0.0 $649k 8.4k 77.46
Altria (MO) 0.0 $647k 16k 41.79
At&t (T) 0.0 $646k 31k 20.96
Caterpillar (CAT) 0.0 $639k 3.6k 178.84
Vanguard Index Fds Small Cp Etf (VB) 0.0 $625k 3.5k 176.25
Dun & Bradstreet Hldgs (DNB) 0.0 $624k 42k 15.02
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $603k 5.9k 102.31
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $595k 2.7k 217.71
ConocoPhillips (COP) 0.0 $585k 6.5k 89.88
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $583k 9.0k 64.66
SVB Financial (SIVBQ) 0.0 $577k 1.5k 395.21
Ishares Tr Ishares Biotech (IBB) 0.0 $574k 4.9k 117.55
Teledyne Technologies Incorporated (TDY) 0.0 $563k 1.5k 374.83
Ishares Tr Conser Alloc Etf (AOK) 0.0 $559k 16k 34.59
CVS Caremark Corporation (CVS) 0.0 $546k 5.9k 92.61
Yum! Brands (YUM) 0.0 $525k 4.6k 113.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $521k 22k 24.16
Dollar Tree (DLTR) 0.0 $515k 3.3k 155.97
Danaher Corporation (DHR) 0.0 $500k 2.0k 253.29
Vanguard World Fds Energy Etf (VDE) 0.0 $496k 5.0k 99.52
Becton, Dickinson and (BDX) 0.0 $496k 2.0k 246.28
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $496k 17k 30.11
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $481k 2.8k 170.21
Select Sector Spdr Tr Technology (XLK) 0.0 $470k 3.7k 127.23
Starbucks Corporation (SBUX) 0.0 $470k 6.2k 76.39
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $464k 3.9k 118.70
Nike CL B (NKE) 0.0 $459k 4.5k 102.25
Intuit (INTU) 0.0 $453k 1.2k 385.20
Wells Fargo & Company (WFC) 0.0 $450k 12k 39.15
Green Dot Corp Cl A (GDOT) 0.0 $449k 18k 25.09
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $445k 7.6k 58.41
Ishares Tr Micro-cap Etf (IWC) 0.0 $445k 4.3k 104.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $440k 9.3k 47.41
General Electric Com New (GE) 0.0 $440k 6.9k 63.60
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $439k 6.6k 66.81
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $436k 9.5k 45.87
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $434k 5.4k 80.64
Alarm Com Hldgs (ALRM) 0.0 $433k 7.0k 61.86
Southern Company (SO) 0.0 $431k 6.0k 71.37
Huntington Bancshares Incorporated (HBAN) 0.0 $429k 36k 12.02
Kimberly-Clark Corporation (KMB) 0.0 $427k 3.2k 135.04
American Tower Reit (AMT) 0.0 $424k 1.7k 255.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $418k 7.2k 58.02
Eversource Energy (ES) 0.0 $412k 4.9k 84.50
Boeing Company (BA) 0.0 $409k 3.0k 136.61
Southwest Airlines (LUV) 0.0 $407k 11k 36.16
Vanguard World Fds Utilities Etf (VPU) 0.0 $403k 2.6k 152.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $401k 12k 34.79
Travelers Companies (TRV) 0.0 $398k 2.4k 169.07
Canadian Pacific Railway 0.0 $391k 5.6k 69.92
Public Service Enterprise (PEG) 0.0 $385k 6.1k 63.24
Dominion Resources (D) 0.0 $384k 4.8k 79.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $383k 7.4k 51.65
Goldman Sachs (GS) 0.0 $379k 1.3k 297.49
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $377k 8.3k 45.47
Ishares Tr Core High Dv Etf (HDV) 0.0 $373k 3.7k 100.43
Novartis Sponsored Adr (NVS) 0.0 $371k 4.4k 84.59
Rivian Automotive Com Cl A (RIVN) 0.0 $368k 14k 25.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $362k 3.3k 110.13
BlackRock (BLK) 0.0 $358k 588.00 608.84
Cigna Corp (CI) 0.0 $352k 1.3k 263.87
Annovis Bio (ANVS) 0.0 $351k 31k 11.35
Chemours (CC) 0.0 $347k 11k 32.05
Intuitive Surgical Com New (ISRG) 0.0 $341k 1.7k 200.82
Broadcom (AVGO) 0.0 $339k 698.00 485.67
Ecolab (ECL) 0.0 $337k 2.2k 153.74
Republic First Ban (FRBKQ) 0.0 $337k 88k 3.81
Packaging Corporation of America (PKG) 0.0 $335k 2.4k 137.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $333k 6.3k 52.80
International Flavors & Fragrances (IFF) 0.0 $333k 2.8k 119.23
Ares Capital Corporation (ARCC) 0.0 $325k 18k 17.91
Deere & Company (DE) 0.0 $325k 1.1k 299.26
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $321k 12k 26.41
Hormel Foods Corporation (HRL) 0.0 $320k 6.8k 47.35
Novo-nordisk A S Adr (NVO) 0.0 $320k 2.9k 111.30
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $317k 5.1k 61.96
Citigroup Com New (C) 0.0 $314k 6.8k 45.95
Qualcomm (QCOM) 0.0 $314k 2.5k 127.85
Select Sector Spdr Tr Energy (XLE) 0.0 $313k 4.4k 71.58
Interpublic Group of Companies (IPG) 0.0 $307k 11k 27.50
Vanguard World Fds Health Car Etf (VHT) 0.0 $301k 1.3k 235.71
Ametek (AME) 0.0 $301k 2.7k 109.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $298k 9.5k 31.46
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $294k 1.1k 268.74
Ishares Tr Blackrock Ultra (ICSH) 0.0 $294k 5.9k 50.10
NVIDIA Corporation (NVDA) 0.0 $293k 1.9k 151.58
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $293k 4.7k 62.71
Franklin Covey (FC) 0.0 $288k 6.2k 46.16
American States Water Company (AWR) 0.0 $287k 3.5k 81.56
Hubbell (HUBB) 0.0 $287k 1.6k 178.82
Waste Management (WM) 0.0 $283k 1.9k 152.89
salesforce (CRM) 0.0 $283k 1.7k 165.21
Eaton Corp SHS (ETN) 0.0 $277k 2.2k 126.08
Old Dominion Freight Line (ODFL) 0.0 $276k 1.1k 256.03
Celanese Corporation (CE) 0.0 $276k 2.4k 117.45
Intercontinental Exchange (ICE) 0.0 $275k 2.9k 93.92
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $273k 11k 24.13
Prudential Financial (PRU) 0.0 $272k 2.8k 95.54
Verisign (VRSN) 0.0 $272k 1.6k 167.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $272k 4.3k 63.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $266k 3.2k 83.78
Air Products & Chemicals (APD) 0.0 $265k 1.1k 240.25
Hingham Institution for Savings (HIFS) 0.0 $262k 923.00 283.86
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $262k 4.1k 63.39
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $262k 1.7k 154.12
Te Connectivity SHS (TEL) 0.0 $261k 2.3k 113.23
United Parcel Service CL B (UPS) 0.0 $260k 1.4k 182.71
Ishares Tr Esg Aware Msci (ESML) 0.0 $256k 8.1k 31.46
Baxter International (BAX) 0.0 $255k 4.0k 64.10
Webster Financial Corporation (WBS) 0.0 $255k 6.1k 42.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $255k 1.5k 175.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $249k 3.1k 80.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $244k 3.8k 63.77
Clorox Company (CLX) 0.0 $244k 1.7k 141.12
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $240k 1.9k 128.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $240k 1.7k 137.69
Linde SHS 0.0 $239k 830.00 287.95
Shell Spon Ads (SHEL) 0.0 $238k 4.6k 52.30
Ishares Tr Core Div Grwth (DGRO) 0.0 $236k 5.0k 47.65
Chubb (CB) 0.0 $236k 1.2k 197.00
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $236k 4.6k 51.30
Gilead Sciences (GILD) 0.0 $233k 3.8k 61.84
TJX Companies (TJX) 0.0 $232k 4.1k 55.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $232k 3.2k 71.76
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $231k 2.7k 85.33
Mccormick & Co Com Non Vtg (MKC) 0.0 $228k 2.7k 83.21
Medtronic SHS (MDT) 0.0 $228k 2.5k 89.76
Booking Holdings (BKNG) 0.0 $226k 129.00 1751.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $225k 3.3k 68.41
Allstate Corporation (ALL) 0.0 $221k 1.7k 126.94
FedEx Corporation (FDX) 0.0 $220k 972.00 226.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $219k 4.4k 49.87
Columbia Finl (CLBK) 0.0 $218k 10k 21.80
General Mills (GIS) 0.0 $216k 2.9k 75.34
Rockwell Automation (ROK) 0.0 $216k 1.1k 199.45
Target Corporation (TGT) 0.0 $216k 1.5k 141.27
SYSCO Corporation (SYY) 0.0 $215k 2.5k 84.85
Fiserv (FI) 0.0 $211k 2.4k 89.03
Phillips 66 (PSX) 0.0 $210k 2.6k 82.06
Bank of New York Mellon Corporation (BK) 0.0 $208k 5.0k 41.68
Spdr Ser Tr S&p Biotech (XBI) 0.0 $208k 2.8k 74.26
Crown Castle Intl (CCI) 0.0 $207k 1.2k 168.70
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $207k 11k 19.44
Ford Motor Company (F) 0.0 $205k 18k 11.14
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $205k 4.3k 47.96
State Street Corporation (STT) 0.0 $204k 3.3k 61.65
BP Sponsored Adr (BP) 0.0 $203k 7.2k 28.35
Ishares Tr U.s. Tech Etf (IYW) 0.0 $202k 2.5k 79.87
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $201k 7.1k 28.17
Cohen & Steers Tax Advan P (PTA) 0.0 $192k 10k 19.08
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $182k 23k 7.95
Pgim Short Dur Hig Yld Opp F (SDHY) 0.0 $150k 10k 14.90
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $109k 11k 10.37
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $102k 10k 10.13
Pitney Bowes (PBI) 0.0 $61k 17k 3.60
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $40k 11k 3.62
Ceragon Networks Ord (CRNT) 0.0 $26k 10k 2.60
Kopin Corporation (KOPN) 0.0 $26k 23k 1.13
Accelr8 Technology 0.0 $13k 13k 1.00
Cellectar Biosciences Com Par 0.0 $8.0k 20k 0.40