Modera Wealth Management

Modera Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 312 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 7.1 $141M 1.1M 123.48
Vanguard Index Fds Growth Etf (VUG) 7.1 $141M 658k 213.95
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $138M 1.0M 135.16
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.2 $83M 2.8M 29.61
Ishares Tr Core Msci Eafe (IEFA) 4.1 $81M 1.5M 52.67
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $65M 310k 210.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.9 $58M 1.2M 48.78
Ishares Tr Russell 2000 Etf (IWM) 2.9 $57M 348k 164.92
Ishares Core Msci Emkt (IEMG) 2.8 $55M 1.3M 42.98
Ishares Tr Jpmorgan Usd Emg (EMB) 2.7 $54M 677k 79.40
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $47M 1.8M 25.76
Ishares Tr Eafe Value Etf (EFV) 2.3 $45M 1.2M 38.53
Dimensional Etf Trust Us Equity Etf (DFUS) 2.2 $44M 1.1M 38.82
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 2.2 $43M 503k 85.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $39M 1.7M 22.24
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $38M 977k 38.97
Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $37M 271k 135.99
Ishares Tr Msci Eafe Etf (EFA) 1.8 $36M 643k 56.01
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $34M 585k 57.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $31M 835k 36.49
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $29M 396k 73.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $28M 196k 143.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $27M 744k 36.36
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $26M 200k 128.93
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $26M 117k 219.26
Apple (AAPL) 1.3 $25M 183k 138.20
American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $22M 359k 62.35
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $21M 460k 46.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $20M 74k 267.02
Microsoft Corporation (MSFT) 1.0 $19M 83k 232.89
Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $18M 222k 80.18
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.8 $16M 418k 38.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $16M 326k 48.14
Ishares Tr Core S&p500 Etf (IVV) 0.7 $15M 41k 358.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $13M 128k 102.66
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $13M 140k 92.81
Ishares Tr Rus 1000 Etf (IWB) 0.6 $13M 64k 197.33
Amazon (AMZN) 0.6 $11M 99k 113.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $11M 187k 57.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $9.4M 126k 74.82
Ishares Tr National Mun Etf (MUB) 0.4 $8.8M 86k 102.58
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $8.7M 68k 128.53
Home Depot (HD) 0.4 $7.8M 28k 275.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $7.8M 94k 82.45
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $7.5M 119k 63.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $6.9M 17.00 406470.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $6.8M 84k 80.17
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $6.6M 352k 18.89
Johnson & Johnson (JNJ) 0.3 $6.1M 38k 163.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.6M 31k 179.45
Pepsi (PEP) 0.3 $5.1M 32k 163.25
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.8M 50k 96.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $4.8M 23k 206.61
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $4.6M 128k 35.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $4.5M 11k 401.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $4.1M 11k 357.14
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $3.8M 57k 67.13
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.8M 40k 95.65
Procter & Gamble Company (PG) 0.2 $3.6M 29k 126.25
WSFS Financial Corporation (WSFS) 0.2 $3.5M 76k 46.46
Lockheed Martin Corporation (LMT) 0.2 $3.5M 9.1k 386.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $3.5M 33k 104.90
PPG Industries (PPG) 0.2 $3.5M 31k 110.71
Northrop Grumman Corporation (NOC) 0.2 $3.5M 7.4k 470.32
Ishares Tr Global Reit Etf (REET) 0.2 $3.5M 163k 21.27
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.4M 21k 163.56
Ishares U S Etf Tr Blackrock Short (MEAR) 0.2 $3.3M 67k 49.64
Pfizer (PFE) 0.2 $3.2M 73k 43.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.2M 16k 195.16
Merck & Co (MRK) 0.2 $3.1M 36k 86.12
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.0M 31k 96.34
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $2.9M 78k 37.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.9M 60k 47.72
McDonald's Corporation (MCD) 0.1 $2.9M 12k 230.74
Exxon Mobil Corporation (XOM) 0.1 $2.8M 33k 87.33
Lowe's Companies (LOW) 0.1 $2.8M 15k 187.80
Avadel Pharmaceuticals Sponsored Adr 0.1 $2.7M 546k 5.01
Visa Com Cl A (V) 0.1 $2.7M 15k 177.62
UnitedHealth (UNH) 0.1 $2.7M 5.3k 505.12
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $2.6M 55k 46.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.5M 7.6k 328.32
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.4M 26k 90.02
Mastercard Incorporated Cl A (MA) 0.1 $2.3M 8.3k 284.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.3M 27k 87.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.2M 28k 78.89
JPMorgan Chase & Co. (JPM) 0.1 $2.1M 20k 104.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.0M 11k 188.02
Honeywell International (HON) 0.1 $1.9M 12k 166.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.9M 31k 62.59
American Express Company (AXP) 0.1 $1.9M 14k 134.93
General Dynamics Corporation (GD) 0.1 $1.8M 8.5k 212.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.8M 23k 78.41
Automatic Data Processing (ADP) 0.1 $1.7M 7.5k 226.23
Vanguard World Fds Materials Etf (VAW) 0.1 $1.7M 11k 148.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.7M 20k 81.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.6M 23k 71.34
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.6M 7.7k 207.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M 45k 34.89
Morgan Stanley Com New (MS) 0.1 $1.5M 19k 79.00
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.5M 11k 138.73
Costco Wholesale Corporation (COST) 0.1 $1.5M 3.1k 472.33
Raytheon Technologies Corp (RTX) 0.1 $1.5M 18k 81.86
Avantor (AVTR) 0.1 $1.5M 76k 19.59
Union Pacific Corporation (UNP) 0.1 $1.4M 7.4k 194.83
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.4M 41k 34.49
Essential Utils (WTRG) 0.1 $1.4M 34k 41.38
Bank of America Corporation (BAC) 0.1 $1.4M 47k 30.21
Corteva (CTVA) 0.1 $1.4M 24k 57.15
Sono Tek (SOTK) 0.1 $1.4M 196k 7.02
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.4M 13k 101.63
Colgate-Palmolive Company (CL) 0.1 $1.3M 19k 70.25
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.3M 35k 38.17
International Business Machines (IBM) 0.1 $1.3M 11k 118.82
L3harris Technologies (LHX) 0.1 $1.3M 6.3k 207.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.3M 14k 94.90
Norfolk Southern (NSC) 0.1 $1.2M 6.0k 209.61
Abbvie (ABBV) 0.1 $1.2M 9.2k 134.22
Amgen (AMGN) 0.1 $1.2M 5.4k 225.30
Chevron Corporation (CVX) 0.1 $1.2M 8.5k 143.65
AFLAC Incorporated (AFL) 0.1 $1.2M 22k 56.19
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.2M 32k 38.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M 4.5k 267.38
Ishares Gold Tr Ishares New (IAU) 0.1 $1.2M 38k 31.52
Dupont De Nemours (DD) 0.1 $1.2M 23k 50.41
Empire St Rlty Tr Cl A (ESRT) 0.1 $1.1M 170k 6.56
Dow (DOW) 0.1 $1.1M 25k 43.92
Thermo Fisher Scientific (TMO) 0.1 $1.1M 2.1k 507.06
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $1.1M 50k 21.45
Eli Lilly & Co. (LLY) 0.1 $1.1M 3.3k 323.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.0M 21k 50.10
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.0M 19k 53.65
Walt Disney Company (DIS) 0.1 $1.0M 11k 94.34
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $1.0M 12k 87.16
3M Company (MMM) 0.1 $1.0M 9.2k 110.51
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.0M 3.9k 257.33
Oracle Corporation (ORCL) 0.1 $1.0M 16k 61.07
Coca-Cola Company (KO) 0.1 $993k 18k 56.00
Abbott Laboratories (ABT) 0.0 $965k 10k 96.81
CSX Corporation (CSX) 0.0 $958k 36k 26.65
Bristol Myers Squibb (BMY) 0.0 $945k 13k 71.11
Hershey Company (HSY) 0.0 $935k 4.2k 220.52
Huntington Ingalls Inds (HII) 0.0 $933k 4.2k 221.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $884k 11k 79.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $881k 12k 74.25
Texas Instruments Incorporated (TXN) 0.0 $876k 5.7k 154.82
Spdr Gold Tr Gold Shs (GLD) 0.0 $868k 5.6k 154.70
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $864k 22k 38.55
Tesla Motors (TSLA) 0.0 $819k 3.1k 265.31
Wal-Mart Stores (WMT) 0.0 $801k 6.2k 129.76
Stryker Corporation (SYK) 0.0 $801k 4.0k 202.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $798k 23k 34.06
Illinois Tool Works (ITW) 0.0 $798k 4.4k 180.62
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $767k 15k 50.27
Loews Corporation (L) 0.0 $760k 15k 49.84
Verizon Communications (VZ) 0.0 $758k 20k 37.98
Intel Corporation (INTC) 0.0 $740k 29k 25.77
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $724k 23k 32.06
Motorola Solutions Com New (MSI) 0.0 $717k 3.2k 223.92
Cisco Systems (CSCO) 0.0 $708k 18k 40.02
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $683k 5.5k 124.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $675k 14k 48.09
Adobe Systems Incorporated (ADBE) 0.0 $659k 2.4k 275.27
ConocoPhillips (COP) 0.0 $658k 6.4k 102.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $647k 5.1k 127.26
Truist Financial Corp equities (TFC) 0.0 $645k 15k 43.54
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $644k 2.1k 307.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $637k 6.6k 96.17
Humana (HUM) 0.0 $633k 1.3k 485.43
Philip Morris International (PM) 0.0 $613k 7.4k 82.95
Meta Platforms Cl A (META) 0.0 $602k 4.4k 135.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $600k 9.7k 62.10
Mondelez Intl Cl A (MDLZ) 0.0 $586k 11k 54.85
Comcast Corp Cl A (CMCSA) 0.0 $585k 20k 29.31
Caterpillar (CAT) 0.0 $574k 3.5k 164.19
Altria (MO) 0.0 $572k 14k 40.40
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $570k 2.7k 208.56
Vanguard World Fds Energy Etf (VDE) 0.0 $540k 5.3k 101.62
Ishares Tr Ishares Biotech (IBB) 0.0 $537k 4.6k 117.07
Nextera Energy (NEE) 0.0 $531k 6.8k 78.45
Ishares Tr Conser Alloc Etf (AOK) 0.0 $531k 16k 32.59
Vanguard Index Fds Small Cp Etf (VB) 0.0 $526k 3.1k 170.95
Dun & Bradstreet Hldgs (DNB) 0.0 $515k 42k 12.40
CVS Caremark Corporation (CVS) 0.0 $515k 5.4k 95.39
Teledyne Technologies Incorporated (TDY) 0.0 $506k 1.5k 337.33
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $500k 17k 30.32
SVB Financial (SIVBQ) 0.0 $489k 1.5k 336.08
Myers Industries (MYE) 0.0 $487k 30k 16.46
Danaher Corporation (DHR) 0.0 $481k 1.9k 258.05
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.0 $480k 9.1k 53.03
Huntington Bancshares Incorporated (HBAN) 0.0 $471k 36k 13.18
Rivian Automotive Com Cl A (RIVN) 0.0 $470k 14k 32.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $464k 22k 21.58
Green Dot Corp Cl A (GDOT) 0.0 $458k 24k 18.97
Intuit (INTU) 0.0 $457k 1.2k 386.96
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $456k 2.8k 161.36
Alarm Com Hldgs (ALRM) 0.0 $454k 7.0k 64.86
Dollar Tree (DLTR) 0.0 $449k 3.3k 135.98
Becton, Dickinson and (BDX) 0.0 $445k 2.0k 222.83
Starbucks Corporation (SBUX) 0.0 $444k 5.3k 84.31
Ishares Tr Micro-cap Etf (IWC) 0.0 $442k 4.3k 103.34
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $427k 4.7k 91.32
Select Sector Spdr Tr Technology (XLK) 0.0 $426k 3.6k 118.76
Wells Fargo & Company (WFC) 0.0 $422k 11k 40.21
Capital One Financial (COF) 0.0 $421k 4.6k 92.22
Annovis Bio (ANVS) 0.0 $418k 31k 13.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $418k 3.8k 111.38
At&t (T) 0.0 $415k 27k 15.33
Yum! Brands (YUM) 0.0 $412k 3.9k 106.43
General Electric Com New (GE) 0.0 $408k 6.6k 61.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $402k 7.2k 55.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $394k 8.6k 46.04
Goldman Sachs (GS) 0.0 $390k 1.3k 293.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $383k 4.0k 96.01
Eversource Energy (ES) 0.0 $381k 4.9k 77.90
Vanguard World Fds Utilities Etf (VPU) 0.0 $377k 2.6k 142.37
Southern Company (SO) 0.0 $374k 5.5k 68.02
Canadian Pacific Railway 0.0 $373k 5.6k 66.70
Nike CL B (NKE) 0.0 $372k 4.5k 83.13
Deere & Company (DE) 0.0 $363k 1.1k 334.25
Hubbell (HUBB) 0.0 $358k 1.6k 223.05
Travelers Companies (TRV) 0.0 $356k 2.3k 153.05
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $353k 3.2k 109.93
BlackRock 0.0 $348k 632.00 550.63
Public Service Enterprise (PEG) 0.0 $342k 6.1k 56.18
Cigna Corp (CI) 0.0 $342k 1.2k 277.15
American Tower Reit (AMT) 0.0 $341k 1.6k 214.87
Ishares Tr Core High Dv Etf (HDV) 0.0 $339k 3.7k 91.28
Ishares Tr Core Intl Aggr (IAGG) 0.0 $334k 6.9k 48.38
Kimberly-Clark Corporation (KMB) 0.0 $334k 3.0k 112.42
Waste Management (WM) 0.0 $334k 2.1k 160.04
Pinnacle Financial Partners (PNFP) 0.0 $333k 4.1k 81.22
Intuitive Surgical Com New (ISRG) 0.0 $326k 1.7k 187.46
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $323k 6.7k 47.94
Novartis Sponsored Adr (NVS) 0.0 $319k 4.2k 75.99
Qualcomm (QCOM) 0.0 $311k 2.8k 113.09
Select Sector Spdr Tr Energy (XLE) 0.0 $310k 4.3k 72.01
Ametek (AME) 0.0 $310k 2.7k 113.30
Ecolab (ECL) 0.0 $308k 2.1k 144.33
Hormel Foods Corporation (HRL) 0.0 $307k 6.8k 45.43
Ares Capital Corporation (ARCC) 0.0 $306k 18k 16.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $306k 12k 25.17
Dominion Resources (D) 0.0 $299k 4.3k 69.21
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $299k 5.8k 51.41
Broadcom (AVGO) 0.0 $297k 670.00 443.28
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $296k 5.1k 57.86
Eaton Corp SHS (ETN) 0.0 $295k 2.2k 133.30
Ishares Tr Blackrock Ultra (ICSH) 0.0 $293k 5.9k 49.93
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $290k 3.8k 75.80
Novo-nordisk A S Adr (NVO) 0.0 $289k 2.9k 99.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $288k 3.8k 75.77
Vanguard World Fds Health Car Etf (VHT) 0.0 $286k 1.3k 223.96
Interpublic Group of Companies (IPG) 0.0 $286k 11k 25.63
Franklin Covey (FC) 0.0 $283k 6.2k 45.36
Verisign (VRSN) 0.0 $282k 1.6k 173.75
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $282k 11k 26.36
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $277k 1.1k 253.20
Packaging Corporation of America (PKG) 0.0 $275k 2.4k 112.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $274k 8.8k 31.07
TJX Companies (TJX) 0.0 $274k 4.4k 62.15
American States Water Company (AWR) 0.0 $274k 3.5k 77.86
Ies Hldgs (IESC) 0.0 $273k 9.9k 27.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $268k 10k 25.82
Old Dominion Freight Line (ODFL) 0.0 $268k 1.1k 248.61
Chemours (CC) 0.0 $268k 11k 24.69
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $266k 11k 23.51
Air Products & Chemicals (APD) 0.0 $261k 1.1k 232.62
Intercontinental Exchange (ICE) 0.0 $261k 2.9k 90.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $255k 5.4k 47.44
Boeing Company (BA) 0.0 $255k 2.1k 120.91
Te Connectivity SHS 0.0 $254k 2.3k 110.20
Webster Financial Corporation (WBS) 0.0 $252k 5.6k 45.27
Republic First Ban (FRBKQ) 0.0 $250k 88k 2.83
Ishares Tr Esg Aware Msci (ESML) 0.0 $250k 8.1k 30.72
salesforce (CRM) 0.0 $249k 1.7k 143.68
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $248k 1.5k 170.33
Citigroup Com New (C) 0.0 $247k 5.9k 41.68
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $245k 1.7k 142.44
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $243k 1.7k 142.94
Shell Spon Ads (SHEL) 0.0 $238k 4.8k 49.67
United Parcel Service CL B (UPS) 0.0 $235k 1.5k 161.62
Gilead Sciences (GILD) 0.0 $233k 3.8k 61.72
Hingham Institution for Savings (HIFS) 0.0 $232k 923.00 251.35
Target Corporation (TGT) 0.0 $232k 1.6k 148.53
Chubb (CB) 0.0 $228k 1.3k 182.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $225k 1.9k 121.16
Fiserv (FI) 0.0 $223k 2.4k 93.46
Spdr Ser Tr S&p Biotech (XBI) 0.0 $222k 2.8k 79.26
Clorox Company (CLX) 0.0 $222k 1.7k 128.40
Ishares Tr Core Div Grwth (DGRO) 0.0 $220k 5.0k 44.42
NVIDIA Corporation (NVDA) 0.0 $219k 1.8k 121.26
Allstate Corporation (ALL) 0.0 $217k 1.7k 124.64
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $216k 2.7k 79.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $215k 3.2k 66.50
Celanese Corporation (CE) 0.0 $212k 2.4k 90.21
Medtronic SHS (MDT) 0.0 $212k 2.6k 80.67
Ford Motor Company (F) 0.0 $212k 19k 11.19
Columbia Finl (CLBK) 0.0 $211k 10k 21.10
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $209k 3.3k 63.14
AGCO Corporation (AGCO) 0.0 $205k 2.1k 95.97
Southwest Airlines (LUV) 0.0 $203k 6.6k 30.81
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $201k 2.4k 82.78
Cohen & Steers Tax Advan P (PTA) 0.0 $184k 10k 18.10
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $169k 23k 7.28
Pgim Short Dur Hig Yld Opp F (SDHY) 0.0 $146k 10k 14.35
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $96k 11k 9.13
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $92k 10k 9.14
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $78k 11k 7.22
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.0 $67k 18k 3.83
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $64k 11k 5.98
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $37k 11k 3.29
Kopin Corporation (KOPN) 0.0 $24k 23k 1.04
Accelr8 Technology 0.0 $20k 13k 1.54