Resources Management Corp

Resources Management Corp as of June 30, 2025

Portfolio Holdings for Resources Management Corp

Resources Management Corp holds 421 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Ordinary Share (MSFT) 6.0 $44M 89k 497.41
Apple Ordinary Share (AAPL) 5.6 $41M 200k 205.17
Jpmorgan Chase & Co Ordinary Share (JPM) 4.8 $35M 121k 289.91
Amphenol Corp Class A Ordinary Share (APH) 4.7 $35M 353k 98.75
Mcdonald's Corp Ordinary Share (MCD) 2.6 $20M 67k 292.18
Broadcom Ordinary Share (AVGO) 2.5 $19M 67k 275.65
Home Depot Ordinary Share (HD) 2.2 $17M 45k 366.63
Abbvie Ordinary Share (ABBV) 2.2 $16M 85k 185.62
Nextera Energy Ordinary Share (NEE) 2.1 $16M 227k 69.42
Tjx Companies Ordinary Share (TJX) 2.1 $15M 124k 123.49
Accenture Plc Class A Ordinary Share (ACN) 2.0 $15M 50k 298.88
Blackrock Ordinary Share (BLK) 2.0 $15M 14k 1049.30
Alphabet Inc Class A Ordinary Share (GOOGL) 2.0 $15M 82k 176.24
Procter & Gamble Ordinary Share (PG) 1.8 $13M 81k 159.32
Nvidia Corp Ordinary Share (NVDA) 1.6 $12M 76k 157.99
Costco Wholesale Corp Ordinary Share (COST) 1.6 $12M 12k 989.89
Johnson & Johnson Ordinary Share (JNJ) 1.4 $10M 68k 152.75
Pepsico Ordinary Share (PEP) 1.4 $10M 76k 132.04
Illinois Tool Works Ordinary Share (ITW) 1.4 $10M 41k 247.25
Oracle Corporation Ordinary Share (ORCL) 1.3 $9.5M 43k 218.63
Fiserv Ordinary Share (FI) 1.2 $8.6M 50k 172.41
Rtx Corporation Ordinary Share (RTX) 1.2 $8.6M 59k 146.02
Danaher Corp Ordinary Share (DHR) 1.1 $8.3M 42k 197.53
T-mobile Us Ordinary Share (TMUS) 1.1 $8.3M 35k 238.25
O'reilly Automotive Ordinary Share (ORLY) 1.1 $8.1M 90k 90.13
Chevron Corp Ordinary Share (CVX) 1.1 $7.8M 54k 143.18
International Business Machines Corp Ordinary Share (IBM) 1.0 $7.4M 25k 294.76
Abbott Laboratories Ordinary Share (ABT) 1.0 $7.4M 54k 136.00
Automatic Data Processing Ordinary Share (ADP) 1.0 $7.2M 23k 308.42
Crowdstrike Holdings Ordinary Share (CRWD) 0.9 $6.9M 14k 509.35
Stryker Corporation Ordinary Share (SYK) 0.9 $6.8M 17k 395.64
Amazon.com Ordinary Share (AMZN) 0.9 $6.3M 29k 219.39
Exxon Mobil Corporation Ordinary Share (XOM) 0.8 $6.2M 57k 107.80
Pnc Financial Services Group Ordinary Share (PNC) 0.8 $5.9M 32k 186.43
Bank Of America Corporation Ordinary Share (BAC) 0.8 $5.6M 118k 47.32
Trane Technologies Ordinary Share (TT) 0.7 $5.4M 12k 437.37
Qualcomm Ordinary Share (QCOM) 0.7 $5.4M 34k 159.25
Wal-mart Stores Ordinary Share (WMT) 0.7 $5.3M 54k 97.78
Blackstone Ordinary Share (BX) 0.7 $5.3M 35k 149.58
Honeywell International Ordinary Share (HON) 0.7 $5.1M 22k 232.89
Vanguard Materials Etf Equity ETF (VAW) 0.7 $4.8M 25k 194.84
Merck & Co Ordinary Share (MRK) 0.6 $4.5M 57k 79.16
Omnicom Group Ordinary Share (OMC) 0.6 $4.4M 61k 71.94
Tractor Supply Ordinary Share (TSCO) 0.6 $4.4M 84k 52.76
Unitedhealth Group Ordinary Share (UNH) 0.6 $4.3M 14k 312.01
United Parcel Service Ordinary Share (UPS) 0.6 $4.2M 42k 100.93
Waste Management Ordinary Share (WM) 0.6 $4.1M 18k 228.81
Air Products & Chemicals Ordinary Share (APD) 0.5 $4.0M 14k 282.04
Eli Lilly And Ordinary Share (LLY) 0.5 $3.8M 4.9k 779.63
Toronto-dominion Bank Ordinary Share (TD) 0.5 $3.8M 51k 73.45
Analog Devices Ordinary Share (ADI) 0.5 $3.7M 16k 238.06
Cisco Systems Ordinary Share (CSCO) 0.5 $3.6M 52k 69.39
Valero Energy Corp Ordinary Share (VLO) 0.5 $3.4M 26k 134.42
Emerson Electric Ordinary Share (EMR) 0.5 $3.4M 25k 133.32
Starbucks Corp Ordinary Share (SBUX) 0.5 $3.4M 37k 91.63
Cvs Health Corp Ordinary Share (CVS) 0.4 $3.1M 44k 68.98
Prologis Ordinary Share (PLD) 0.4 $3.1M 29k 105.12
Lam Research Corp Ordinary Share (LRCX) 0.4 $2.8M 29k 97.33
Verizon Communications Ordinary Share (VZ) 0.4 $2.8M 65k 43.27
Cogent Communications Holdings Ordinary Share (CCOI) 0.4 $2.8M 58k 48.21
Palo Alto Networks Ordinary Share (PANW) 0.4 $2.8M 14k 204.66
Packaging Corp Of America Ordinary Share (PKG) 0.4 $2.7M 15k 188.44
Duke Energy Corporation Ordinary Share (DUK) 0.4 $2.7M 23k 117.98
Visa Inc Class A Ordinary Share (V) 0.4 $2.7M 7.5k 355.04
Service Corp International Ordinary Share (SCI) 0.4 $2.6M 32k 81.40
Eog Resources Ordinary Share (EOG) 0.4 $2.6M 22k 119.62
Salesforce.com Ordinary Share (CRM) 0.4 $2.6M 9.5k 272.67
Realty Income Corp Ordinary Share (O) 0.3 $2.5M 43k 57.62
Xylem Ordinary Share (XYL) 0.3 $2.4M 19k 129.38
Caterpillar Ordinary Share (CAT) 0.3 $2.4M 6.2k 388.28
Ishares Core S&p 500 Etf Equity ETF (IVV) 0.3 $2.4M 3.9k 620.71
Gilead Sciences Ordinary Share (GILD) 0.3 $2.4M 21k 110.86
Snap-on Ordinary Share (SNA) 0.3 $2.4M 7.6k 311.15
Snowflake Cl A Ord Ordinary Share (SNOW) 0.3 $2.3M 10k 223.78
Lowe's Companies Ordinary Share (LOW) 0.3 $2.3M 10k 221.90
Wr Berkley Corp Ordinary Share (WRB) 0.3 $2.3M 31k 73.48
Mastercard Inc A Ordinary Share (MA) 0.3 $2.2M 4.0k 562.01
Constellation Energy Ord Wi Ordinary Share (CEG) 0.3 $2.2M 6.9k 322.77
Marvell Technology Ordinary Share (MRVL) 0.3 $2.1M 28k 77.41
Wells Fargo & Co Ordinary Share (WFC) 0.3 $2.0M 25k 80.11
Chipotle Mexican Grill Inc Class A Ordinary Share (CMG) 0.3 $1.9M 34k 56.14
Berkshire Hathaway Inc B Ordinary Share (BRK.B) 0.3 $1.9M 3.9k 485.94
Thermo Fisher Scientific Ordinary Share (TMO) 0.3 $1.9M 4.6k 405.48
Pfizer Ordinary Share (PFE) 0.2 $1.8M 76k 24.24
Lockheed Martin Corp Ordinary Share (LMT) 0.2 $1.8M 3.9k 463.15
Chubb Ordinary Share (CB) 0.2 $1.8M 6.0k 289.68
Travelers Companies Ordinary Share (TRV) 0.2 $1.8M 6.5k 267.49
Boston Scientific Corp Ordinary Share (BSX) 0.2 $1.7M 16k 107.38
Ametek Ordinary Share (AME) 0.2 $1.7M 9.6k 180.91
Eversource Energy Ordinary Share (ES) 0.2 $1.7M 27k 63.63
Servicenow Ordinary Share (NOW) 0.2 $1.6M 1.6k 1028.36
Spdr S&p 500 Etf Equity ETF (SPY) 0.2 $1.6M 2.5k 617.69
Amgen Ordinary Share (AMGN) 0.2 $1.5M 5.5k 279.20
Bristol-myers Squibb Company Ordinary Share (BMY) 0.2 $1.5M 32k 46.29
Union Pacific Corp Ordinary Share (UNP) 0.2 $1.5M 6.4k 230.12
Berkshire Hathaway Inc A Ordinary Share (BRK.A) 0.2 $1.5M 2.00 729000.00
Sherwin-williams Ordinary Share (SHW) 0.2 $1.5M 4.2k 343.32
Mckesson Corp Ordinary Share (MCK) 0.2 $1.4M 2.0k 732.72
American Express Ordinary Share (AXP) 0.2 $1.4M 4.4k 319.09
Avery Dennison Corp Ordinary Share (AVY) 0.2 $1.4M 7.8k 175.51
Synopsys Ordinary Share (SNPS) 0.2 $1.4M 2.6k 512.69
Gxo Logistics Ordinary Share (GXO) 0.2 $1.3M 27k 48.72
Phillips 66 Ordinary Share (PSX) 0.2 $1.2M 10k 119.34
State Street Corp Ordinary Share (STT) 0.2 $1.2M 12k 106.35
Xpo Logistics Ordinary Share (XPO) 0.2 $1.2M 9.5k 126.25
Fifth Third Bancorp Ordinary Share (FITB) 0.2 $1.2M 29k 41.14
Netflix Ordinary Share (NFLX) 0.2 $1.1M 829.00 1338.96
Vanguard 500 Etf Equity ETF (VOO) 0.1 $1.1M 1.9k 568.15
Houlihan Lokey Ordinary Share (HLI) 0.1 $1.1M 5.8k 179.98
Bank Of Montreal Ordinary Share (BMO) 0.1 $1.0M 9.5k 110.60
Cummins Ordinary Share (CMI) 0.1 $1.0M 3.2k 327.35
U.s. Bancorp Ordinary Share (USB) 0.1 $1.0M 23k 45.24
General Dynamics Corp Ordinary Share (GD) 0.1 $1.0M 3.5k 291.69
Southern Ordinary Share (SO) 0.1 $1.0M 11k 91.87
Stag Industrial Ordinary Share (STAG) 0.1 $996k 28k 36.28
Intercontinental Exchange Ordinary Share (ICE) 0.1 $994k 5.4k 183.50
Zoetis Ordinary Share (ZTS) 0.1 $990k 6.4k 155.91
Constellation Brands Inc Class A Ordinary Share (STZ) 0.1 $986k 6.1k 162.65
Colgate-palmolive Ordinary Share (CL) 0.1 $985k 11k 90.94
Novo Nordisk A/s American Depository Receipt (NVO) 0.1 $959k 14k 68.99
Transdigm Group Ordinary Share (TDG) 0.1 $958k 630.00 1520.63
Vanguard Ftse Developed Markets Etf Equity ETF (VEA) 0.1 $925k 16k 57.04
Resmed Ordinary Share (RMD) 0.1 $915k 3.5k 258.04
Norfolk Southern Corp Ordinary Share (NSC) 0.1 $846k 3.3k 256.05
Alphabet Inc C Ordinary Share (GOOG) 0.1 $796k 4.5k 177.48
Carrier Global Corp-wi Ordinary Share (CARR) 0.1 $747k 10k 73.19
Intuitive Surgical Ordinary Share (ISRG) 0.1 $744k 1.4k 543.07
Digital Realty Trust Ordinary Share (DLR) 0.1 $730k 4.2k 174.27
General Electric Ordinary Share (GE) 0.1 $721k 2.8k 257.41
Csx Corp Ordinary Share (CSX) 0.1 $713k 22k 32.62
Conocophillips Ordinary Share (COP) 0.1 $670k 7.5k 89.72
Hannon Armstrong Sustainable Infrastructure Capital Ordinary Share (HASI) 0.1 $669k 25k 26.87
Bank Of Nova Scotia Ordinary Share (BNS) 0.1 $669k 12k 55.24
Glacier Bancorp Ordinary Share (GBCI) 0.1 $668k 16k 43.10
Aflac Ordinary Share (AFL) 0.1 $668k 6.3k 105.45
Bankunited Ordinary Share (BKU) 0.1 $657k 19k 35.61
Philip Morris International Ordinary Share (PM) 0.1 $656k 3.6k 182.22
Linde Ordinary Share (LIN) 0.1 $639k 1.4k 469.51
Alliancebernstein Holding Unit (AB) 0.1 $635k 16k 40.84
Live Nation Entertainment Ordinary Share (LYV) 0.1 $627k 4.1k 151.27
Dow Chemical Ordinary Share (DOW) 0.1 $612k 23k 26.47
City Holding Ordinary Share (CHCO) 0.1 $612k 5.0k 122.40
Walt Disney Ordinary Share (DIS) 0.1 $579k 4.7k 124.12
Target Corp Ordinary Share (TGT) 0.1 $570k 5.8k 98.70
Select Sector Spdr Trust Shs Ben Int Energy Equity ETF (XLE) 0.1 $568k 6.7k 84.83
Wec Energy Group Ordinary Share (WEC) 0.1 $564k 5.4k 104.27
Goldman Sachs Group Ordinary Share (GS) 0.1 $536k 757.00 708.06
Coca-cola Ordinary Share (KO) 0.1 $500k 7.1k 70.76
Washington Trust Bancorp Ordinary Share (WASH) 0.1 $496k 18k 28.26
Ingersoll-rand Ordinary Share (IR) 0.1 $489k 5.9k 83.14
Kimberly-clark Corp Ordinary Share (KMB) 0.1 $483k 3.7k 129.01
Sea American Depository Receipt (SE) 0.1 $479k 3.0k 160.09
Woodward Ordinary Share (WWD) 0.1 $453k 1.9k 244.86
Manulife Financial Corp Ordinary Share (MFC) 0.1 $448k 14k 31.95
Rockwell Automation Ordinary Share (ROK) 0.1 $441k 1.3k 331.83
Comcast Corp Class A Ordinary Share (CMCSA) 0.1 $438k 12k 35.71
Meta Platforms Inc Class A Ordinary Share (META) 0.1 $427k 578.00 738.75
Independent Bank Corp Ordinary Share (INDB) 0.1 $424k 6.8k 62.81
Intuit Ordinary Share (INTU) 0.1 $417k 530.00 786.79
Church & Dwight Company Ordinary Share (CHD) 0.1 $409k 4.3k 95.99
PTC Ordinary Share (PTC) 0.1 $388k 2.3k 172.44
Devon Energy Corp Ordinary Share (DVN) 0.1 $379k 12k 31.81
Webster Financial Corp Ordinary Share (WBS) 0.0 $367k 6.7k 54.61
Lululemon Athletica Ordinary Share (LULU) 0.0 $347k 1.5k 237.67
First Bancorp Ordinary Share (FBNC) 0.0 $339k 7.7k 44.03
Tesla Motors Ordinary Share (TSLA) 0.0 $334k 1.1k 317.79
Broadridge Financial Solutions Ordinary Share (BR) 0.0 $322k 1.3k 243.02
Oxford Lane Cap Cor Pfd Ser 2027 Prf Preferred Share (OXLCP) 0.0 $320k 13k 24.24
Jpmorgan Equity Focus Etf Equity ETF (JPEF) 0.0 $306k 4.4k 70.23
Talen Energy Corp Ordinary Share (TLN) 0.0 $304k 1.0k 290.63
Allstate Corp Ordinary Share (ALL) 0.0 $304k 1.5k 201.32
Vanguard Small Cap Etf Equity ETF (VB) 0.0 $304k 1.3k 236.76
Fedex Corp Ordinary Share (FDX) 0.0 $303k 1.3k 227.48
Northrop Grumman Corp Ordinary Share (NOC) 0.0 $300k 600.00 500.00
Vanguard Information Technology Etf Equity ETF (VGT) 0.0 $298k 449.00 663.70
Cognizant Technology Solutions Corp A Ordinary Share (CTSH) 0.0 $288k 3.7k 77.94
M&t Bank Corp Ordinary Share (MTB) 0.0 $287k 1.5k 194.31
Parker Hannifin Corp Ordinary Share (PH) 0.0 $279k 400.00 697.50
Ishares U S Technology Etf Equity ETF (IYW) 0.0 $272k 1.6k 173.25
Ishares S&p 500 Growth Equity ETF (IVW) 0.0 $265k 2.4k 110.23
Spdr S&p Midcap 400 Etf Equity ETF (MDY) 0.0 $264k 466.00 566.52
Vanguard Dividend Appreciation Index Fund Etf Shar Equity ETF (VIG) 0.0 $263k 1.3k 204.67
U.s. Bancorp Preferred Share (USB.PA) 0.0 $260k 315.00 825.40
Vanguard Ftse Emerging Markets Etf Equity ETF (VWO) 0.0 $259k 5.2k 49.47
Technology Select Sector Spdr Etf Equity ETF (XLK) 0.0 $255k 1.0k 252.98
Labcorp Holdings Ordinary Share (LH) 0.0 $255k 970.00 262.89
Marsh & Mclennan Companies Ordinary Share (MMC) 0.0 $246k 1.1k 218.67
Ge Vernova Ordinary Share (GEV) 0.0 $242k 458.00 528.38
Fortive Corp Ordinary Share (FTV) 0.0 $239k 4.6k 52.10
Itron Ordinary Share (ITRI) 0.0 $234k 1.8k 131.83
Oneok Ordinary Share (OKE) 0.0 $233k 2.9k 81.58
Financial Select Sector Spdr Etf Equity ETF (XLF) 0.0 $232k 4.4k 52.33
Core Natural Resources Ordinary Share (CNR) 0.0 $231k 3.3k 69.79
Boeing Ordinary Share (BA) 0.0 $230k 1.1k 209.09
Westinghouse Air Brake Technologies Corp Ordinary Share (WAB) 0.0 $230k 1.1k 209.09
Nestle Sa American Depository Receipt (NSRGY) 0.0 $228k 2.3k 99.13
Veralto Ord Wi Ordinary Share (VLTO) 0.0 $227k 2.2k 101.07
Dime Community Bancshares Ordinary Share (DCOM) 0.0 $226k 8.4k 26.94
Powershares Qqq Etf Equity ETF (QQQ) 0.0 $216k 392.00 551.02
Selective Insurance Group Ordinary Share (SIGI) 0.0 $210k 2.4k 86.67
Synovus Financial Corp Ordinary Share (SNV) 0.0 $206k 4.0k 51.82
Bank Of New York Mellon Corp Ordinary Share (BK) 0.0 $206k 2.3k 91.15
Eaton Corp Ordinary Share (ETN) 0.0 $205k 575.00 356.52
Morgan Stanley Ordinary Share (MS) 0.0 $199k 1.4k 140.64
Ishares Msci Eafe Etf Equity ETF (EFA) 0.0 $197k 2.2k 89.34
Becton Dickinson & Co Ordinary Share (BDX) 0.0 $196k 1.1k 172.08
Nike Inc B Ordinary Share (NKE) 0.0 $187k 2.6k 71.18
General Mills Ordinary Share (GIS) 0.0 $181k 3.5k 51.74
Deere & Co Ordinary Share (DE) 0.0 $178k 350.00 508.57
Genuine Parts Ordinary Share (GPC) 0.0 $176k 1.5k 121.38
Dominion Energy Ordinary Share (D) 0.0 $173k 3.1k 56.46
Allegion Ordinary Share (ALLE) 0.0 $171k 1.2k 143.94
Mondelez International Inc Class A Ordinary Share (MDLZ) 0.0 $171k 2.5k 67.59
Arista Networks Ordinary Share (ANET) 0.0 $164k 1.6k 102.44
Osi Systems Ordinary Share (OSIS) 0.0 $157k 700.00 224.29
Spdr Gold Shares Trust Commodity ETF (GLD) 0.0 $154k 505.00 304.95
Fastenal Ordinary Share (FAST) 0.0 $151k 3.6k 41.94
Altria Group Ordinary Share (MO) 0.0 $149k 2.5k 58.55
Otis Worldwide Corp-wi Ordinary Share (OTIS) 0.0 $137k 1.4k 99.28
Rogers Corp Ordinary Share (ROG) 0.0 $137k 2.0k 68.50
Ingredion Ordinary Share (INGR) 0.0 $136k 1.0k 136.00
Industrial Select Sector Spdr Etf Equity ETF (XLI) 0.0 $131k 887.00 147.69
Ishares Core S&p Mid-cap Equity ETF (IJH) 0.0 $127k 2.1k 61.80
3M Ordinary Share (MMM) 0.0 $126k 860.00 146.51
Select Sector Spdr Fund Shs Ben Consumer Discretio Equity ETF (XLY) 0.0 $125k 574.00 217.77
BP American Depository Receipt (BP) 0.0 $124k 4.1k 29.95
Marathon Petroleum Corp Ordinary Share (MPC) 0.0 $121k 731.00 165.53
Ishares Russell 2000 Etf Equity ETF (IWM) 0.0 $111k 514.00 215.95
United Rentals Ordinary Share (URI) 0.0 $110k 146.00 753.42
Natera Ordinary Share (NTRA) 0.0 $110k 654.00 168.20
Arthur J. Gallagher & Co Ordinary Share (AJG) 0.0 $105k 329.00 319.15
American Electric Power Ordinary Share (AEP) 0.0 $101k 978.00 103.27
Moody's Corporation Ordinary Share (MCO) 0.0 $100k 200.00 500.00
Vanguard Reit Etf Equity ETF (VNQ) 0.0 $99k 1.1k 88.87
Healthpeak Properties Ord Ordinary Share (DOC) 0.0 $99k 5.7k 17.46
Sunoco Lp Com Unit Repstg Ltd Partnership Int Unit (SUN) 0.0 $95k 1.8k 53.37
Select Sector Spdr Trust The Health Care Select Se Equity ETF (XLV) 0.0 $94k 698.00 134.67
Zscaler Ordinary Share (ZS) 0.0 $94k 300.00 313.33
At&t Ordinary Share (T) 0.0 $93k 3.2k 28.97
Vanguard Total Stock Market Etf Equity ETF (VTI) 0.0 $90k 295.00 305.08
Old Dominion Freight Lines Ordinary Share (ODFL) 0.0 $89k 550.00 161.82
Ameriprise Financial Ordinary Share (AMP) 0.0 $88k 165.00 533.33
Palantir Technologies Ordinary Share (PLTR) 0.0 $82k 600.00 136.67
Ishares Gold Trust Commodity ETF (IAU) 0.0 $82k 1.3k 62.17
Vanguard Health Care Etf Equity ETF (VHT) 0.0 $80k 324.00 246.91
Ishares U.s. Preferred Stock Etf Bond ETF (PFF) 0.0 $80k 2.6k 30.77
Alexandria Real Estate Equities Ordinary Share (ARE) 0.0 $79k 1.1k 73.08
The Hershey Ordinary Share (HSY) 0.0 $79k 475.00 166.32
Halliburton Ordinary Share (HAL) 0.0 $79k 3.9k 20.26
Ishares Msci Emerging Markets Equity ETF (EEM) 0.0 $76k 1.6k 47.98
Entergy Corp Ordinary Share (ETR) 0.0 $75k 900.00 83.33
Vanguard Value Etf Equity ETF (VTV) 0.0 $74k 416.00 177.88
Rpm International Ordinary Share (RPM) 0.0 $74k 675.00 109.63
Cheniere Energy Ordinary Share (LNG) 0.0 $73k 300.00 243.33
Raymond James Financial Ordinary Share (RJF) 0.0 $72k 472.00 152.54
Vanguard Extended Market ETF Equity ETF (VXF) 0.0 $72k 374.00 192.51
Ppg Industries Ordinary Share (PPG) 0.0 $69k 610.00 113.11
Ralliant Corp Ordinary Share (RAL) 0.0 $68k 1.4k 48.75
Apollo Commercial Real Estate Finance Ordinary Share (ARI) 0.0 $65k 6.7k 9.70
Cigna Corp Ordinary Share (CI) 0.0 $64k 193.00 331.61
Uber Technologies Ordinary Share (UBER) 0.0 $64k 682.00 93.84
Motorola Solutions Ordinary Share (MSI) 0.0 $63k 150.00 420.00
Zebra Technologies Corp Ordinary Share (ZBRA) 0.0 $62k 200.00 310.00
Schwab Fundamental International Equity Fund Equity ETF (FNDF) 0.0 $62k 1.5k 40.16
Vanguard Large-cap Etf Equity ETF (VV) 0.0 $60k 210.00 285.71
Alliant Energy Corp Ordinary Share (LNT) 0.0 $60k 1.0k 60.00
Jpmorgan Diversified Return Intl Eq Etf Equity ETF (JPIN) 0.0 $58k 900.00 64.44
Watsco Ordinary Share (WSO) 0.0 $55k 125.00 440.00
Intel Corp Ordinary Share (INTC) 0.0 $51k 2.3k 22.45
Ishares Expanded Tech-software Sect Etf Equity ETF (IGV) 0.0 $49k 445.00 110.11
Rio Tinto American Depository Receipt (RIO) 0.0 $47k 800.00 58.75
Shell Adr Each Rep 2 Ord Wi American Depository Receipt (SHEL) 0.0 $47k 671.00 70.04
Cintas Corp Ordinary Share (CTAS) 0.0 $45k 200.00 225.00
Paypal Holdings Ordinary Share (PYPL) 0.0 $45k 602.00 74.75
Davita Ordinary Share (DVA) 0.0 $43k 300.00 143.33
Nbt Bancorp Ordinary Share (NBTB) 0.0 $43k 1.0k 41.95
Canadian National Railway Ordinary Share (CNI) 0.0 $42k 400.00 105.00
Amerisourcebergen Corp Ordinary Share (COR) 0.0 $42k 140.00 300.00
Consumer Staples Select Sector Spdr Etf Equity ETF (XLP) 0.0 $41k 510.00 80.39
Corning Ordinary Share (GLW) 0.0 $39k 750.00 52.00
Spdr S&p Emerging Asia Pacific Etf Equity ETF (GMF) 0.0 $38k 300.00 126.67
Vanguard High Dividend Yield Etf Equity ETF (VYM) 0.0 $37k 276.00 134.06
S&p Global Ordinary Share (SPGI) 0.0 $37k 70.00 528.57
Enphase Energy Ordinary Share (ENPH) 0.0 $34k 865.00 39.31
Ishares Nasdaq Biotechnology Equity ETF (IBB) 0.0 $33k 257.00 128.40
Ford Motor Ordinary Share (F) 0.0 $33k 3.0k 11.00
Vanguard Growth Etf Equity ETF (VUG) 0.0 $33k 75.00 440.00
Kkr & Co Ordinary Share (KKR) 0.0 $33k 250.00 132.00
Skyworks Solutions Ordinary Share (SWKS) 0.0 $33k 447.00 73.83
Vanguard Mid-cap Etf Equity ETF (VO) 0.0 $32k 116.00 275.86
Taiwan Semiconductor Manufacturing American Depository Receipt (TSM) 0.0 $32k 143.00 223.78
Itt Ordinary Share (ITT) 0.0 $32k 202.00 158.42
American Water Works Ordinary Share (AWK) 0.0 $32k 231.00 138.53
Repligen Corp Ordinary Share (RGEN) 0.0 $31k 250.00 124.00
Hingham Institution Savings Ordinary Share (HIFS) 0.0 $31k 125.00 248.00
Invesco S&p Global Water Etf Equity ETF (CGW) 0.0 $31k 500.00 62.00
The Cooper Companies Ordinary Share (COO) 0.0 $31k 440.00 70.45
Novartis American Depository Receipt (NVS) 0.0 $30k 250.00 120.00
Super Micro Computer Ordinary Share (SMCI) 0.0 $29k 600.00 48.33
Ishares Russell Mid-cap Growth Etf Equity ETF (IWP) 0.0 $28k 200.00 140.00
Ameren Corp Ordinary Share (AEE) 0.0 $27k 280.00 96.43
Nb Bancorp Ordinary Share (NBBK) 0.0 $27k 1.5k 18.00
Spdr S&p Emerging Markets Small Cap Etf Equity ETF (EWX) 0.0 $26k 425.00 61.18
The Hartford Financial Services Group Ordinary Share (HIG) 0.0 $26k 204.00 127.45
Fortinet Ordinary Share (FTNT) 0.0 $26k 250.00 104.00
Nxp Semiconductors Nv Ordinary Share (NXPI) 0.0 $25k 115.00 217.39
Invesco S&p 500 Equal Weight Etf Equity ETF (RSP) 0.0 $24k 133.00 180.45
Astrazeneca Plc Each Ads Representing 1/2 Of An Or American Depository Receipt (AZN) 0.0 $24k 350.00 68.57
A.o. Smith Corp Ordinary Share (AOS) 0.0 $23k 350.00 65.71
Omega Healthcare Investors Ordinary Share (OHI) 0.0 $22k 600.00 36.67
Alcon Inc Ord Ordinary Share (ALC) 0.0 $22k 250.00 88.00
Materials Select Sector Spdr Etf Equity ETF (XLB) 0.0 $22k 245.00 89.80
Angi Ordinary Share (ANGI) 0.0 $21k 1.4k 15.12
Jpmorgan Equity Premium Income Etf Equity ETF (JEPI) 0.0 $20k 350.00 57.14
Ge Healthcare Technologies Ord Wi Ordinary Share (GEHC) 0.0 $20k 265.00 75.47
Asml Holding Nv Ordinary Share (ASML) 0.0 $20k 25.00 800.00
Jp Morgan Preferred Share 0.0 $20k 20k 1.00
Citigroup Ordinary Share (C) 0.0 $20k 230.00 86.96
Nucor Corp Ordinary Share (NUE) 0.0 $19k 150.00 126.67
Nutrien Ordinary Share (NTR) 0.0 $19k 334.00 56.89
SPDR S&P Biotech ETF Equity ETF (XBI) 0.0 $18k 220.00 81.82
Canadian Pacific Railway Ordinary Share (CP) 0.0 $18k 225.00 80.00
Suburban Propane Partners Unit (SPH) 0.0 $17k 930.00 18.28
Dell Technologies Ordinary Share (DELL) 0.0 $17k 140.00 121.43
Ppl Corp Ordinary Share (PPL) 0.0 $17k 500.00 34.00
Ishares Russell 2000 Value Equity ETF (IWN) 0.0 $16k 100.00 160.00
Cincinnati Financial Corp Ordinary Share (CINF) 0.0 $16k 107.00 149.53
Ishares Russell 1000 Growth Equity ETF (IWF) 0.0 $16k 37.00 432.43
Select Sector Spdr Trust The Utilities Select Sect Equity ETF (XLU) 0.0 $16k 190.00 84.21
The Connecticut Light & Power Preferred Share (CNTHO) 0.0 $15k 362.00 41.44
HP Ordinary Share (HPQ) 0.0 $15k 625.00 24.00
Spotify Technology Sa Ordinary Share (SPOT) 0.0 $15k 20.00 750.00
Freeport-mcmoran Ordinary Share (FCX) 0.0 $15k 350.00 42.86
Brookfield Infrastructure Partners Unit (BIP) 0.0 $15k 450.00 33.33
Newmarket Corp Ordinary Share (NEU) 0.0 $14k 20.00 700.00
Mgm Resorts International Ordinary Share (MGM) 0.0 $14k 400.00 35.00
Vertiv Holdings Ordinary Share (VRT) 0.0 $14k 110.00 127.27
Reaves Utility Income Fund Closed-End Fund (UTG) 0.0 $13k 356.00 36.52
Ishares Russell 1000 Value Equity ETF (IWD) 0.0 $13k 68.00 191.18
Hewlett Packerd Enterprise Ordinary Share (HPE) 0.0 $13k 625.00 20.80
Toro Ordinary Share (TTC) 0.0 $13k 180.00 72.22
Hitachi American Depository Receipt (HTHIY) 0.0 $12k 400.00 30.00
Kinder Morgan Ordinary Share (KMI) 0.0 $12k 400.00 30.00
Consolidated Edison Ordinary Share (ED) 0.0 $12k 117.00 102.56
Axa Sa American Depository Receipt (AXAHY) 0.0 $12k 252.00 47.62
First Horizon Corp Ordinary Share (FHN) 0.0 $11k 500.00 22.00
Medtronic Ordinary Share (MDT) 0.0 $11k 125.00 88.00
Roblox Corp Ordinary Share (RBLX) 0.0 $11k 105.00 104.76
Consumers Energy Preferred Share (CMS.PB) 0.0 $11k 150.00 73.33
Brookfield Renewable Partners Unit (BEP) 0.0 $11k 450.00 24.44
Exelon Corp Ordinary Share (EXC) 0.0 $10k 240.00 41.67
Old Republic International Corp Ordinary Share (ORI) 0.0 $10k 255.00 39.22
Crown Castle International Corp Ordinary Share (CCI) 0.0 $10k 100.00 100.00
Duke Energy Corp Pfd A Preferred Share (DUK.PA) 0.0 $10k 400.00 25.00
Gabelli Utility Trust Closed-End Fund (GUT) 0.0 $9.0k 1.6k 5.62
Enterprise Products Partners Unit (EPD) 0.0 $9.0k 300.00 30.00
Hellenic Telecommunication Organization Sa American Depository Receipt (HLTOY) 0.0 $9.0k 1.0k 9.00
Ishares Core S&p Small-cap Equity ETF (IJR) 0.0 $9.0k 81.00 111.11
Rivian Automotive Inc Class A Ordinary Share (RIVN) 0.0 $8.0k 611.00 13.09
Spdr Euro Stoxx 50 Etf Equity ETF (FEZ) 0.0 $8.0k 130.00 61.54
Kellogg Ordinary Share (K) 0.0 $8.0k 100.00 80.00
Solventum Corp Ordinary Share (SOLV) 0.0 $8.0k 100.00 80.00
Southwest Gas Holdings Ordinary Share (SWX) 0.0 $7.0k 90.00 77.78
Ishares Core S&p Total Us Stock Mkt Etf Equity ETF (ITOT) 0.0 $7.0k 49.00 142.86
Annaly Capital Management Ordinary Share (NLY) 0.0 $6.0k 337.00 17.80
Arbor Realty Trust Ordinary Share (ABR) 0.0 $6.0k 560.00 10.71
Spdr S&p Bank Etf Equity ETF (KBE) 0.0 $6.0k 100.00 60.00
Ishares S&p Mid-cap 400 Value Etf Equity ETF (IJJ) 0.0 $6.0k 50.00 120.00
Alto Ingredients Ord Ordinary Share (ALTO) 0.0 $6.0k 5.0k 1.20
Dollar General Corp Ordinary Share (DG) 0.0 $6.0k 54.00 111.11
Keurig Dr Pepper Ordinary Share (KDP) 0.0 $6.0k 175.00 34.29
Corteva Ordinary Share (CTVA) 0.0 $6.0k 85.00 70.59
Dupont De Nemours Ordinary Share (DD) 0.0 $6.0k 85.00 70.59
Mercado Libre Ordinary Share (MELI) 0.0 $5.0k 2.00 2500.00
Webster Fin Crp Sr G P Preferred Share (WBS.PG) 0.0 $5.0k 200.00 25.00
Metlife Ordinary Share (MET) 0.0 $5.0k 61.00 81.97
iSHARES S&P 500 VALUE Equity ETF (IVE) 0.0 $5.0k 24.00 208.33
Trump Media & Technology Ordinary Share (DJT) 0.0 $5.0k 275.00 18.18
Global X Data Cntr Dgtl Infr Etf Equity ETF (DTCR) 0.0 $4.0k 225.00 17.78
Bath & Body Works Ordinary Share (BBWI) 0.0 $4.0k 150.00 26.67
Prudential Financial Ordinary Share (PRU) 0.0 $4.0k 41.00 97.56
Etfmg Prime Cyber Security Etf Equity ETF (HACK) 0.0 $4.0k 50.00 80.00
Invesco Optm Yd Dvrs Cdty Stra No K1 Etf Commodity ETF (PDBC) 0.0 $3.0k 224.00 13.39
Vanguard Telecommunication Services Etf Equity ETF (VOX) 0.0 $3.0k 18.00 166.67
Alpha Metallurgical Resources Ordinary Share (AMR) 0.0 $3.0k 31.00 96.77
Schlumberger Ordinary Share (SLB) 0.0 $3.0k 100.00 30.00
Bce Ordinary Share (BCE) 0.0 $3.0k 150.00 20.00
Stoneco Ordinary Share (STNE) 0.0 $3.0k 160.00 18.75
Evolv Technologies Holdings Cl A Ord Ordinary Share (EVLV) 0.0 $2.0k 280.00 7.14
Ishares Core Msci Emerging Markets Etf Equity ETF (IEMG) 0.0 $2.0k 30.00 66.67
Ishares Core High Dividend Etf Equity ETF (HDV) 0.0 $2.0k 20.00 100.00
Adapthealth Corp Ordinary Shares Ordinary Share (AHCO) 0.0 $2.0k 250.00 8.00
Duolingo Cl A Ord Ordinary Share (DUOL) 0.0 $2.0k 4.00 500.00
Rapid Micro Biosystems Cl A Ord Ordinary Share (RPID) 0.0 $2.0k 500.00 4.00
Generac Holdings Ordinary Share (GNRC) 0.0 $2.0k 15.00 133.33
iSHARES CORE MSCI EAFE Equity ETF (IEFA) 0.0 $2.0k 23.00 86.96
Moderna Ordinary Share (MRNA) 0.0 $2.0k 60.00 33.33
Ekso Bionics Holdings Ordinary Share (EKSO) 0.0 $2.0k 666.00 3.00
Sunrun Ordinary Share (RUN) 0.0 $2.0k 190.00 10.53
American Airlines Group Ordinary Share (AAL) 0.0 $1.0k 96.00 10.42
Amarin Corp American Depository Receipt (AMRN) 0.0 $1.0k 60.00 16.67
Revvity Ordinary Share (RVTY) 0.0 $1.0k 14.00 71.43
Viatris Ordinary Share (VTRS) 0.0 $1.0k 141.00 7.09
Cava Group Ordinary Share (CAVA) 0.0 $1.0k 6.00 166.67
Ishares Us Home Construction Etf Equity ETF (ITB) 0.0 $1.0k 8.00 125.00
Unifi Ordinary Share (UFI) 0.0 $1.0k 125.00 8.00
Subaru Corp American Depository Receipt (FUJHY) 0.0 $1.0k 125.00 8.00
Communication Services Sel Sect Spdr Etf Equity ETF (XLC) 0.0 $1.0k 10.00 100.00
Draftkings Ordinary Share (DKNG) 0.0 $1.0k 20.00 50.00
First Trust Global Tact Cmdty Strat Etf Commodity ETF (FTGC) 0.0 $999.999000 33.00 30.30
Vf Corp Ordinary Share (VFC) 0.0 $0 25.00 0.00
Jetblue Airways Corp Ordinary Share (JBLU) 0.0 $0 95.00 0.00
Capital Growth Systems Ordinary Share 0.0 $0 20k 0.00
Windswept Environmental Group Ordinary Share 0.0 $0 10k 0.00
Paragon Offshore Ordinary Share 0.0 $0 30.00 0.00
Drive Shack Ordinary Share (DSHK) 0.0 $0 300.00 0.00
Kontoor Brands Ordinary Share (KTB) 0.0 $0 3.00 0.00
Organon & Co Ordinary Share (OGN) 0.0 $0 45.00 0.00
Lucid Group Ord Ordinary Share 0.0 $0 50.00 0.00
Oklo Ordinary Share (OKLO) 0.0 $0 3.00 0.00
Kyndryl Holdings Ord Wi Ordinary Share (KD) 0.0 $0 3.00 0.00