Resources Management Corp

Resources Management Corp as of Dec. 31, 2025

Portfolio Holdings for Resources Management Corp

Resources Management Corp holds 429 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Ordinary Share (AAPL) 6.8 $52M 192k 271.86
Amphenol Corp Class A Ordinary Share (APH) 5.5 $43M 316k 135.14
Microsoft Corp Ordinary Share (MSFT) 5.5 $42M 87k 483.61
Jpmorgan Chase & Co Ordinary Share (JPM) 4.6 $36M 111k 322.22
Alphabet Inc Class A Ordinary Share (GOOGL) 3.2 $25M 80k 313.00
Broadcom Ordinary Share (AVGO) 2.8 $21M 62k 346.09
Mcdonald's Corp Ordinary Share (MCD) 2.6 $20M 65k 305.62
Abbvie Ordinary Share (ABBV) 2.5 $19M 84k 228.49
Tjx Companies Ordinary Share (TJX) 2.4 $19M 121k 153.61
Nextera Energy Ordinary Share (NEE) 2.3 $18M 223k 80.28
Home Depot Ordinary Share (HD) 2.0 $15M 44k 344.11
Blackrock Ordinary Share (BLK) 1.9 $15M 14k 1070.34
Accenture Plc Class A Ordinary Share (ACN) 1.8 $14M 51k 268.31
Nvidia Corp Ordinary Share (NVDA) 1.8 $14M 73k 186.50
Johnson & Johnson Ordinary Share (JNJ) 1.6 $13M 61k 206.95
Procter & Gamble Ordinary Share (PG) 1.5 $12M 82k 143.31
Costco Wholesale Corp Ordinary Share (COST) 1.5 $12M 14k 862.35
Pepsico Ordinary Share (PEP) 1.4 $11M 76k 143.53
Rtx Corporation Ordinary Share (RTX) 1.4 $11M 57k 183.39
O'reilly Automotive Ordinary Share (ORLY) 1.1 $8.4M 92k 91.21
Chevron Corp Ordinary Share (CVX) 1.1 $8.4M 55k 152.41
Danaher Corp Ordinary Share (DHR) 1.0 $7.9M 34k 228.93
T-mobile Us Ordinary Share (TMUS) 1.0 $7.6M 37k 203.04
Eli Lilly And Ordinary Share (LLY) 1.0 $7.6M 7.0k 1074.66
Stryker Corporation Ordinary Share (SYK) 1.0 $7.5M 21k 351.48
Oracle Corporation Ordinary Share (ORCL) 1.0 $7.5M 38k 194.91
Waste Management Ordinary Share (WM) 1.0 $7.5M 34k 219.71
Illinois Tool Works Ordinary Share (ITW) 1.0 $7.4M 30k 246.29
International Business Machines Corp Ordinary Share (IBM) 0.9 $7.3M 25k 296.21
Amazon.com Ordinary Share (AMZN) 0.9 $7.1M 31k 230.81
Exxon Mobil Corporation Ordinary Share (XOM) 0.9 $6.7M 56k 120.34
Automatic Data Processing Ordinary Share (ADP) 0.9 $6.7M 26k 257.24
Abbott Laboratories Ordinary Share (ABT) 0.9 $6.7M 53k 125.29
Merck & Co Ordinary Share (MRK) 0.8 $6.3M 60k 105.27
Bank Of America Corporation Ordinary Share (BAC) 0.8 $6.3M 114k 55.00
Crowdstrike Holdings Ordinary Share (CRWD) 0.8 $6.2M 13k 468.74
Qualcomm Ordinary Share (QCOM) 0.8 $5.9M 34k 171.06
Omnicom Group Ordinary Share (OMC) 0.7 $5.5M 69k 80.74
Blackstone Ordinary Share (BX) 0.7 $5.5M 36k 154.13
Wal-mart Stores Ordinary Share (WMT) 0.7 $5.5M 49k 111.42
Tractor Supply Ordinary Share (TSCO) 0.7 $5.5M 110k 50.01
Pnc Financial Services Group Ordinary Share (PNC) 0.7 $5.1M 25k 208.72
Vanguard Materials Etf Equity ETF (VAW) 0.6 $4.9M 24k 207.53
Trane Technologies Ordinary Share (TT) 0.6 $4.8M 12k 389.19
Lam Research Corp Ordinary Share (LRCX) 0.6 $4.7M 28k 171.16
Analog Devices Ordinary Share (ADI) 0.5 $4.1M 15k 271.22
Valero Energy Corp Ordinary Share (VLO) 0.5 $4.1M 25k 162.77
Cisco Systems Ordinary Share (CSCO) 0.5 $3.9M 51k 77.03
Prologis Ordinary Share (PLD) 0.5 $3.5M 28k 127.67
Boston Scientific Corp Ordinary Share (BSX) 0.4 $3.4M 36k 95.35
Service Corp International Ordinary Share (SCI) 0.4 $3.3M 42k 77.98
Salesforce.com Ordinary Share (CRM) 0.4 $3.2M 12k 264.90
Emerson Electric Ordinary Share (EMR) 0.4 $3.2M 24k 132.70
Palo Alto Networks Ordinary Share (PANW) 0.4 $3.2M 18k 184.18
Caterpillar Ordinary Share (CAT) 0.4 $3.0M 5.2k 572.85
Packaging Corp Of America Ordinary Share (PKG) 0.4 $3.0M 14k 206.22
Spdr S&p 500 Etf Equity ETF (SPY) 0.4 $2.8M 4.0k 682.00
Honeywell International Ordinary Share (HON) 0.4 $2.7M 14k 195.06
Xylem Ordinary Share (XYL) 0.4 $2.7M 20k 136.20
Cvs Health Corp Ordinary Share (CVS) 0.3 $2.7M 34k 79.36
Unitedhealth Group Ordinary Share (UNH) 0.3 $2.7M 8.1k 330.12
United Parcel Service Ordinary Share (UPS) 0.3 $2.7M 27k 99.18
Eog Resources Ordinary Share (EOG) 0.3 $2.6M 25k 105.00
Snap-on Ordinary Share (SNA) 0.3 $2.6M 7.6k 344.66
Duke Energy Corporation Ordinary Share (DUK) 0.3 $2.6M 22k 117.20
Transdigm Group Ordinary Share (TDG) 0.3 $2.6M 2.0k 1329.93
Mckesson Corp Ordinary Share (MCK) 0.3 $2.6M 3.1k 820.24
Visa Inc Class A Ordinary Share (V) 0.3 $2.5M 7.2k 350.79
Ishares Core S&p 500 Etf Equity ETF (IVV) 0.3 $2.5M 3.7k 684.82
Realty Income Corp Ordinary Share (O) 0.3 $2.5M 45k 56.37
Gilead Sciences Ordinary Share (GILD) 0.3 $2.5M 20k 122.76
Toronto-dominion Bank Ordinary Share (TD) 0.3 $2.5M 27k 94.21
Verizon Communications Ordinary Share (VZ) 0.3 $2.4M 58k 40.74
Wr Berkley Corp Ordinary Share (WRB) 0.3 $2.4M 34k 70.13
Constellation Energy Ord Wi Ordinary Share (CEG) 0.3 $2.4M 6.7k 353.25
Mastercard Inc A Ordinary Share (MA) 0.3 $2.4M 4.1k 570.98
Wells Fargo & Co Ordinary Share (WFC) 0.3 $2.4M 25k 93.20
Thermo Fisher Scientific Ordinary Share (TMO) 0.3 $2.3M 4.0k 579.40
Snowflake Cl A Ord Ordinary Share (SNOW) 0.3 $2.2M 10k 219.39
Marvell Technology Ordinary Share (MRVL) 0.3 $2.2M 25k 84.99
Sea American Depository Receipt (SE) 0.3 $2.1M 17k 127.57
Berkshire Hathaway Inc B Ordinary Share (BRK.B) 0.3 $2.0M 4.0k 502.74
Intercontinental Exchange Ordinary Share (ICE) 0.3 $2.0M 12k 161.94
Chubb Ordinary Share (CB) 0.3 $2.0M 6.3k 312.13
Travelers Companies Ordinary Share (TRV) 0.2 $1.9M 6.5k 289.99
Lowe's Companies Ordinary Share (LOW) 0.2 $1.9M 7.8k 241.11
Ametek Ordinary Share (AME) 0.2 $1.9M 9.1k 205.28
Lockheed Martin Corp Ordinary Share (LMT) 0.2 $1.8M 3.8k 483.79
Servicenow Ordinary Share (NOW) 0.2 $1.8M 12k 153.22
Cummins Ordinary Share (CMI) 0.2 $1.6M 3.1k 510.49
Natera Ordinary Share (NTRA) 0.2 $1.5M 6.8k 229.06
American Express Ordinary Share (AXP) 0.2 $1.5M 4.1k 370.00
Berkshire Hathaway Inc A Ordinary Share (BRK.A) 0.2 $1.5M 2.00 755000.00
Bristol-myers Squibb Company Ordinary Share (BMY) 0.2 $1.5M 28k 53.96
Vanguard 500 Etf Equity ETF (VOO) 0.2 $1.4M 2.3k 627.24
Union Pacific Corp Ordinary Share (UNP) 0.2 $1.4M 6.2k 231.36
Sherwin-williams Ordinary Share (SHW) 0.2 $1.4M 4.3k 324.03
Eversource Energy Ordinary Share (ES) 0.2 $1.4M 21k 67.32
Healthpeak Properties Ord Ordinary Share (DOC) 0.2 $1.4M 86k 16.07
Deere & Co Ordinary Share (DE) 0.2 $1.4M 2.9k 465.58
Air Products & Chemicals Ordinary Share (APD) 0.2 $1.3M 5.4k 246.95
Pfizer Ordinary Share (PFE) 0.2 $1.3M 52k 24.90
Xpo Logistics Ordinary Share (XPO) 0.2 $1.3M 9.5k 135.86
Alphabet Inc C Ordinary Share (GOOG) 0.2 $1.2M 4.0k 313.71
Synopsys Ordinary Share (SNPS) 0.2 $1.2M 2.6k 469.60
Bank Of Montreal Ordinary Share (BMO) 0.2 $1.2M 9.4k 129.75
Linde Ordinary Share (LIN) 0.2 $1.2M 2.8k 426.45
Amgen Ordinary Share (AMGN) 0.2 $1.2M 3.6k 327.19
Vanguard Ftse Developed Markets Etf Equity ETF (VEA) 0.1 $1.1M 18k 62.48
General Dynamics Corp Ordinary Share (GD) 0.1 $1.1M 3.2k 336.81
Live Nation Entertainment Ordinary Share (LYV) 0.1 $1.1M 7.4k 142.45
Chipotle Mexican Grill Inc Class A Ordinary Share (CMG) 0.1 $1.1M 29k 36.99
Gxo Logistics Ordinary Share (GXO) 0.1 $1.0M 20k 52.66
Houlihan Lokey Ordinary Share (HLI) 0.1 $1.0M 5.9k 174.11
Southern Ordinary Share (SO) 0.1 $982k 11k 87.19
Starbucks Corp Ordinary Share (SBUX) 0.1 $978k 12k 84.24
Phillips 66 Ordinary Share (PSX) 0.1 $939k 7.3k 129.11
Stag Industrial Ordinary Share (STAG) 0.1 $921k 25k 36.77
Eaton Vance Tax-managed Diversified Equity Income Fund Closed-End Fund (ETY) 0.1 $878k 57k 15.35
General Electric Ordinary Share (GE) 0.1 $870k 2.8k 308.07
Hannon Armstrong Sustainable Infrastructure Capital Ordinary Share (HASI) 0.1 $829k 26k 31.43
Resmed Ordinary Share (RMD) 0.1 $800k 3.3k 240.89
Avery Dennison Corp Ordinary Share (AVY) 0.1 $796k 4.4k 181.98
Intuitive Surgical Ordinary Share (ISRG) 0.1 $765k 1.4k 566.67
Netflix Ordinary Share (NFLX) 0.1 $743k 7.9k 93.81
Colgate-palmolive Ordinary Share (CL) 0.1 $680k 8.6k 79.01
Aflac Ordinary Share (AFL) 0.1 $677k 6.1k 110.35
Novo Nordisk A/s American Depository Receipt (NVO) 0.1 $661k 13k 50.85
Goldman Sachs Group Ordinary Share (GS) 0.1 $648k 737.00 879.24
Powershares Qqq Etf Equity ETF (QQQ) 0.1 $628k 1.0k 614.48
Alliancebernstein Holding Unit (AB) 0.1 $598k 16k 38.46
Philip Morris International Ordinary Share (PM) 0.1 $577k 3.6k 160.28
Conocophillips Ordinary Share (COP) 0.1 $572k 6.1k 93.57
Wec Energy Group Ordinary Share (WEC) 0.1 $570k 5.4k 105.38
Woodward Ordinary Share (WWD) 0.1 $559k 1.8k 302.49
Select Sector Spdr Trust Shs Ben Int Energy Equity ETF (XLE) 0.1 $551k 12k 44.70
Digital Realty Trust Ordinary Share (DLR) 0.1 $537k 3.5k 154.80
Csx Corp Ordinary Share (CSX) 0.1 $526k 15k 36.24
Carrier Global Corp-wi Ordinary Share (CARR) 0.1 $510k 9.6k 52.87
Rockwell Automation Ordinary Share (ROK) 0.1 $500k 1.3k 389.41
Coca-cola Ordinary Share (KO) 0.1 $494k 7.1k 69.91
Core Natural Resources Ordinary Share (CNR) 0.1 $460k 5.2k 88.58
Manulife Financial Corp Ordinary Share (MFC) 0.1 $426k 12k 36.27
Norfolk Southern Corp Ordinary Share (NSC) 0.1 $424k 1.5k 288.44
Webster Financial Corp Ordinary Share (WBS) 0.1 $423k 6.7k 62.95
Ingersoll-rand Ordinary Share (IR) 0.1 $406k 5.1k 79.17
PTC Ordinary Share (PTC) 0.1 $405k 2.3k 174.12
Tesla Motors Ordinary Share (TSLA) 0.1 $401k 891.00 450.06
Meta Platforms Inc Class A Ordinary Share (META) 0.1 $399k 604.00 660.60
Walt Disney Ordinary Share (DIS) 0.0 $369k 3.2k 113.64
Fiserv Ordinary Share (FI) 0.0 $362k 4.3k 83.76
Church & Dwight Company Ordinary Share (CHD) 0.0 $357k 4.3k 83.78
Parker Hannifin Corp Ordinary Share (PH) 0.0 $352k 400.00 880.00
Ishares Russell Mid-cap Etf Equity ETF (IWR) 0.0 $352k 3.7k 96.39
Intuit Ordinary Share (INTU) 0.0 $351k 530.00 662.26
Devon Energy Corp Ordinary Share (DVN) 0.0 $349k 9.5k 36.60
Northrop Grumman Corp Ordinary Share (NOC) 0.0 $342k 600.00 570.00
Vanguard Ftse Emerging Markets Etf Equity ETF (VWO) 0.0 $338k 6.3k 53.69
Jpmorgan Equity Focus Etf Equity ETF (JPEF) 0.0 $325k 4.4k 74.59
Oxford Lane Cap Cor Pfd Ser 2027 Prf Preferred Share (OXLCP) 0.0 $325k 13k 24.62
Ge Vernova Ordinary Share (GEV) 0.0 $311k 476.00 653.36
Ishares S&p 500 Growth Equity ETF (IVW) 0.0 $311k 2.5k 123.17
Cognizant Technology Solutions Corp A Ordinary Share (CTSH) 0.0 $307k 3.7k 83.09
Vanguard Information Technology Etf Equity ETF (VGT) 0.0 $303k 402.00 753.73
Vanguard Small Cap Etf Equity ETF (VB) 0.0 $301k 1.2k 258.37
M&t Bank Corp Ordinary Share (MTB) 0.0 $298k 1.5k 201.76
Ishares U S Technology Etf Equity ETF (IYW) 0.0 $294k 1.5k 200.00
Broadridge Financial Solutions Ordinary Share (BR) 0.0 $293k 1.3k 222.81
Vanguard Dividend Appreciation Index Fund Etf Shar Equity ETF (VIG) 0.0 $282k 1.3k 219.46
Spdr S&p Midcap 400 Etf Equity ETF (MDY) 0.0 $281k 466.00 603.00
Technology Select Sector Spdr Etf Equity ETF (XLK) 0.0 $274k 1.9k 144.13
Allstate Corp Ordinary Share (ALL) 0.0 $273k 1.3k 208.40
Bank Of New York Mellon Corp Ordinary Share (BK) 0.0 $262k 2.3k 115.93
Spotify Technology Sa Ordinary Share (SPOT) 0.0 $261k 450.00 580.00
Ishares Russell 2000 Etf Equity ETF (IWM) 0.0 $257k 1.0k 246.17
Morgan Stanley Ordinary Share (MS) 0.0 $251k 1.4k 177.39
U.s. Bancorp Preferred Share (USB.PA) 0.0 $241k 315.00 765.08
Boeing Ordinary Share (BA) 0.0 $239k 1.1k 217.27
Fedex Corp Ordinary Share (FDX) 0.0 $236k 817.00 288.86
Financial Select Sector Spdr Etf Equity ETF (XLF) 0.0 $236k 4.3k 54.65
Westinghouse Air Brake Technologies Corp Ordinary Share (WAB) 0.0 $235k 1.1k 213.06
Nestle Sa American Depository Receipt (NSRGY) 0.0 $227k 2.3k 98.70
Cogent Communications Holdings Ordinary Share (CCOI) 0.0 $227k 11k 21.56
Eaton Corp Ordinary Share (ETN) 0.0 $224k 703.00 318.63
U.s. Bancorp Ordinary Share (USB) 0.0 $220k 4.1k 53.31
Fortive Corp Ordinary Share (FTV) 0.0 $216k 3.9k 55.12
Ishares Msci Eafe Etf Equity ETF (EFA) 0.0 $212k 2.2k 96.15
Marsh & Mclennan Companies Ordinary Share 0.0 $209k 1.1k 185.78
Becton Dickinson & Co Ordinary Share (BDX) 0.0 $207k 1.1k 193.64
Selective Insurance Group Ordinary Share (SIGI) 0.0 $203k 2.4k 83.78
Spdr Gold Shares Trust Commodity ETF (GLD) 0.0 $200k 505.00 396.04
Labcorp Holdings Ordinary Share (LH) 0.0 $193k 770.00 250.65
Veralto Ord Wi Ordinary Share (VLTO) 0.0 $190k 1.9k 99.89
Allegion Ordinary Share (ALLE) 0.0 $189k 1.2k 159.09
Oneok Ordinary Share (OKE) 0.0 $183k 2.5k 73.64
Rogers Corp Ordinary Share (ROG) 0.0 $183k 2.0k 91.50
Osi Systems Ordinary Share (OSIS) 0.0 $179k 700.00 255.71
Palantir Technologies Ordinary Share (PLTR) 0.0 $178k 1.0k 178.00
Arista Networks Ordinary Share (ANET) 0.0 $170k 1.3k 130.77
Kimberly-clark Corp Ordinary Share (KMB) 0.0 $154k 1.5k 101.05
State Street Corp Ordinary Share (STT) 0.0 $154k 1.2k 129.41
Altria Group Ordinary Share (MO) 0.0 $148k 2.6k 57.48
General Mills Ordinary Share (GIS) 0.0 $147k 3.2k 46.52
Fastenal Ordinary Share (FAST) 0.0 $144k 3.6k 40.00
Nike Inc B Ordinary Share (NKE) 0.0 $143k 2.2k 63.78
Constellation Brands Inc Class A Ordinary Share (STZ) 0.0 $142k 1.0k 137.86
Ishares Core S&p Mid-cap Equity ETF (IJH) 0.0 $137k 2.1k 66.12
Mondelez International Inc Class A Ordinary Share (MDLZ) 0.0 $136k 2.5k 53.75
Select Sector Spdr Fund Shs Ben Consumer Discretio Equity ETF (XLY) 0.0 $132k 1.1k 119.13
3M Ordinary Share (MMM) 0.0 $130k 815.00 159.51
Dominion Energy Ordinary Share (D) 0.0 $129k 2.2k 58.64
Industrial Select Sector Spdr Etf Equity ETF (XLI) 0.0 $129k 832.00 155.05
The Hershey Ordinary Share (HSY) 0.0 $127k 700.00 181.43
Spdr S&p Dividend Etf Equity ETF (SDY) 0.0 $125k 900.00 138.89
Genuine Parts Ordinary Share (GPC) 0.0 $123k 1.0k 123.00
United Rentals Ordinary Share (URI) 0.0 $117k 145.00 806.90
Zoetis Ordinary Share (ZTS) 0.0 $115k 913.00 125.96
Otis Worldwide Corp-wi Ordinary Share (OTIS) 0.0 $113k 1.3k 87.60
American Electric Power Ordinary Share (AEP) 0.0 $113k 978.00 115.54
Solstice Advanced Materials Ordinary Share (SOLS) 0.0 $113k 2.3k 48.41
Ingredion Ordinary Share (INGR) 0.0 $110k 1.0k 110.00
CRH Ordinary Share (CRH) 0.0 $109k 877.00 124.29
BP American Depository Receipt (BP) 0.0 $108k 3.1k 34.84
Ishares Gold Trust Commodity ETF (IAU) 0.0 $107k 1.3k 81.12
Marathon Petroleum Corp Ordinary Share (MPC) 0.0 $106k 650.00 163.08
Halliburton Ordinary Share (HAL) 0.0 $105k 3.7k 28.38
Williams Companies Ordinary Share (WMB) 0.0 $105k 1.7k 60.03
Moody's Corporation Ordinary Share (MCO) 0.0 $102k 200.00 510.00
Select Sector Spdr Trust The Health Care Select Se Equity ETF (XLV) 0.0 $100k 643.00 155.52
Vanguard Total Stock Market Etf Equity ETF (VTI) 0.0 $99k 295.00 335.59
Vanguard Russell 2000 Etf Equity ETF (VTWO) 0.0 $97k 975.00 99.49
Dow Chemical Ordinary Share (DOW) 0.0 $96k 4.1k 23.31
Sunoco Lp Com Unit Repstg Ltd Partnership Int Unit (SUN) 0.0 $93k 1.8k 52.25
Vanguard Health Care Etf Equity ETF (VHT) 0.0 $89k 309.00 288.03
Old Dominion Freight Lines Ordinary Share (ODFL) 0.0 $86k 550.00 156.36
Arthur J. Gallagher & Co Ordinary Share (AJG) 0.0 $85k 328.00 259.15
Dell Technologies Ordinary Share (DELL) 0.0 $82k 650.00 126.15
Vanguard Value Etf Equity ETF (VTV) 0.0 $79k 416.00 189.90
Ross Stores Ordinary Share (ROST) 0.0 $78k 433.00 180.14
Vanguard Extended Market ETF Equity ETF (VXF) 0.0 $78k 374.00 208.56
Ishares U.s. Preferred Stock Etf Bond ETF (PFF) 0.0 $74k 2.4k 31.16
Raymond James Financial Ordinary Share (RJF) 0.0 $73k 452.00 161.50
Schwab Fundamental International Equity Fund Equity ETF (FNDF) 0.0 $70k 1.5k 45.34
Synovus Financial Corp Ordinary Share (SNV) 0.0 $70k 1.4k 50.00
Rpm International Ordinary Share (RPM) 0.0 $68k 650.00 104.62
Aon Plc Class A Ordinary Share (AON) 0.0 $67k 190.00 352.63
Zscaler Ordinary Share (ZS) 0.0 $67k 300.00 223.33
Te Connectivity Ordinary Share (TEL) 0.0 $66k 290.00 227.59
Vanguard Large-cap Etf Equity ETF (VV) 0.0 $66k 210.00 314.29
Truist Finl Corp Ordinary Share (TFC) 0.0 $65k 1.3k 48.84
Apollo Commercial Real Estate Finance Ordinary Share (ARI) 0.0 $65k 6.7k 9.70
Alliant Energy Corp Ordinary Share (LNT) 0.0 $65k 1.0k 65.00
Rio Tinto American Depository Receipt (RIO) 0.0 $64k 800.00 80.00
At&t Ordinary Share (T) 0.0 $63k 2.5k 24.85
Jpmorgan Diversified Return Intl Eq Etf Equity ETF (JPIN) 0.0 $61k 900.00 67.78
Cme Group Inc Cl A Ordinary Share (CME) 0.0 $61k 222.00 274.77
Cheniere Energy Ordinary Share (LNG) 0.0 $58k 300.00 193.33
Ameriprise Financial Ordinary Share (AMP) 0.0 $57k 115.00 495.65
Ishares Select Dividend Equity ETF (DVY) 0.0 $56k 400.00 140.00
Uber Technologies Ordinary Share (UBER) 0.0 $56k 682.00 82.11
Medtronic Ordinary Share (MDT) 0.0 $55k 575.00 95.65
Cigna Corp Ordinary Share (CI) 0.0 $51k 187.00 272.73
Ulta Salon Cosmetics & Fragrance Ordinary Share (ULTA) 0.0 $50k 82.00 609.76
Itron Ordinary Share (ITRI) 0.0 $46k 500.00 92.00
Entergy Corp Ordinary Share (ETR) 0.0 $46k 500.00 92.00
Amerisourcebergen Corp Ordinary Share (COR) 0.0 $46k 135.00 340.74
Advanced Micro Devices Ordinary Share (AMD) 0.0 $43k 200.00 215.00
Nbt Bancorp Ordinary Share (NBTB) 0.0 $43k 1.0k 41.95
Ishares Msci Emerging Markets Equity ETF (EEM) 0.0 $43k 792.00 54.29
Watsco Ordinary Share (WSO) 0.0 $42k 125.00 336.00
Spdr S&p Emerging Asia Pacific Etf Equity ETF (GMF) 0.0 $42k 300.00 140.00
Repligen Corp Ordinary Share (RGEN) 0.0 $41k 250.00 164.00
Consumer Staples Select Sector Spdr Etf Equity ETF (XLP) 0.0 $40k 510.00 78.43
Canadian National Railway Ordinary Share (CNI) 0.0 $40k 400.00 100.00
Vanguard High Dividend Yield Etf Equity ETF (VYM) 0.0 $40k 276.00 144.93
Ford Motor Ordinary Share (F) 0.0 $39k 3.0k 13.00
Cintas Corp Ordinary Share (CTAS) 0.0 $38k 200.00 190.00
Lululemon Athletica Ordinary Share (LULU) 0.0 $38k 185.00 205.41
S&p Global Ordinary Share (SPGI) 0.0 $37k 70.00 528.57
Vanguard Growth Etf Equity ETF (VUG) 0.0 $37k 75.00 493.33
Zebra Technologies Corp Ordinary Share (ZBRA) 0.0 $36k 150.00 240.00
Comcast Corp Class A Ordinary Share (CMCSA) 0.0 $36k 1.2k 29.80
Hingham Institution Savings Ordinary Share (HIFS) 0.0 $35k 125.00 280.00
Ishares Msci Acwi Low Carbon Target Etf Equity ETF (CRBN) 0.0 $35k 150.00 233.33
Itt Ordinary Share (ITT) 0.0 $35k 202.00 173.27
Target Corp Ordinary Share (TGT) 0.0 $35k 360.00 97.22
Novartis American Depository Receipt (NVS) 0.0 $34k 250.00 136.00
Davita Ordinary Share (DVA) 0.0 $34k 300.00 113.33
Astrazeneca Plc Each Ads Representing 1/2 Of An Or Ordinary Share (AZN) 0.0 $32k 350.00 91.43
Invesco S&p Global Water Etf Equity ETF (CGW) 0.0 $32k 500.00 64.00
Taiwan Semiconductor Manufacturing American Depository Receipt (TSM) 0.0 $30k 100.00 300.00
John Hancock Tax-advantaged Dividend Income Fund Closed-End Fund (HTD) 0.0 $30k 1.3k 24.00
Nb Bancorp Ordinary Share (NBBK) 0.0 $30k 1.5k 20.00
Shell Adr Each Rep 2 Ord Wi American Depository Receipt (SHEL) 0.0 $29k 400.00 72.50
Ishares Expanded Tech-software Sect Etf Equity ETF (IGV) 0.0 $29k 275.00 105.45
Spdr S&p Emerging Markets Small Cap Etf Equity ETF (EWX) 0.0 $28k 425.00 65.88
The Hartford Financial Services Group Ordinary Share (HIG) 0.0 $28k 204.00 137.25
Skyworks Solutions Ordinary Share (SWKS) 0.0 $28k 447.00 62.64
Schwab Fundamental Us Large Company Etf Equity ETF (FNDX) 0.0 $27k 995.00 27.14
Vanguard Reit Etf Equity ETF (VNQ) 0.0 $27k 305.00 88.52
Ralliant Corp Ordinary Share (RAL) 0.0 $27k 534.00 50.56
Omega Healthcare Investors Ordinary Share (OHI) 0.0 $27k 600.00 45.00
Ishares Russell Mid-cap Growth Etf Equity ETF (IWP) 0.0 $27k 200.00 135.00
Asml Holding Nv Ordinary Share (ASML) 0.0 $27k 25.00 1080.00
Citigroup Ordinary Share (C) 0.0 $27k 230.00 117.39
Vanguard Mid-cap Etf Equity ETF (VO) 0.0 $27k 94.00 287.23
Ishares Msci Usa Quality Factor Etf Equity ETF (QUAL) 0.0 $27k 134.00 201.49
Corning Ordinary Share (GLW) 0.0 $26k 300.00 86.67
Ppg Industries Ordinary Share (PPG) 0.0 $26k 250.00 104.00
Ishares Core S&p Total Us Stock Mkt Etf Equity ETF (ITOT) 0.0 $24k 162.00 148.15
A.o. Smith Corp Ordinary Share (AOS) 0.0 $23k 350.00 65.71
Materials Select Sector Spdr Etf Equity ETF (XLB) 0.0 $22k 480.00 45.83
Angi Ordinary Share (ANGI) 0.0 $21k 1.6k 12.97
Nutrien Ordinary Share (NTR) 0.0 $21k 334.00 62.87
T. Rowe Price Group Ordinary Share (TROW) 0.0 $21k 205.00 102.44
Jpmorgan Equity Premium Income Etf Equity ETF (JEPI) 0.0 $20k 350.00 57.14
Fortinet Ordinary Share (FTNT) 0.0 $20k 250.00 80.00
Jp Morgan Preferred Share 0.0 $20k 20k 1.00
Intel Corp Ordinary Share (INTC) 0.0 $20k 550.00 36.36
Talen Energy Corp Ordinary Share (TLN) 0.0 $19k 51.00 372.55
Freeport-mcmoran Ordinary Share (FCX) 0.0 $18k 350.00 51.43
Ishares Russell 1000 Growth Equity ETF (IWF) 0.0 $18k 37.00 486.49
Ishares Russell 2000 Value Equity ETF (IWN) 0.0 $18k 100.00 180.00
Super Micro Computer Ordinary Share (SMCI) 0.0 $18k 600.00 30.00
Suburban Propane Partners Unit (SPH) 0.0 $17k 930.00 18.28
Canadian Pacific Railway Ordinary Share (CP) 0.0 $17k 225.00 75.56
Cincinnati Financial Corp Ordinary Share (CINF) 0.0 $17k 107.00 158.88
Enphase Energy Ordinary Share (ENPH) 0.0 $17k 515.00 33.01
The Connecticut Light & Power Preferred Share (CNTHO) 0.0 $17k 362.00 46.96
Brookfield Infrastructure Partners Unit (BIP) 0.0 $16k 450.00 35.56
Enbridge Ordinary Share (ENB) 0.0 $16k 335.00 47.76
Mgm Resorts International Ordinary Share (MGM) 0.0 $15k 400.00 37.50
Hewlett Packerd Enterprise Ordinary Share (HPE) 0.0 $15k 625.00 24.00
Ishares Core Msci Emerging Markets Etf Equity ETF (IEMG) 0.0 $15k 216.00 69.44
Toro Ordinary Share (TTC) 0.0 $14k 180.00 77.78
Ishares Russell 1000 Value Equity ETF (IWD) 0.0 $14k 68.00 205.88
Newmarket Corp Ordinary Share (NEU) 0.0 $14k 20.00 700.00
HP Ordinary Share (HPQ) 0.0 $14k 625.00 22.40
Alto Ingredients Ord Ordinary Share (ALTO) 0.0 $14k 5.0k 2.80
SPDR S&P Biotech ETF Equity ETF (XBI) 0.0 $14k 115.00 121.74
Reaves Utility Income Fund Closed-End Fund (UTG) 0.0 $13k 356.00 36.52
Paypal Holdings Ordinary Share (PYPL) 0.0 $13k 222.00 58.56
Brookfield Renewable Partners Unit (BEP) 0.0 $12k 450.00 26.67
Nucor Corp Ordinary Share (NUE) 0.0 $12k 75.00 160.00
Hitachi American Depository Receipt (HTHIY) 0.0 $12k 400.00 30.00
Consumers Energy Preferred Share (CMS.PB) 0.0 $12k 150.00 80.00
Consolidated Edison Ordinary Share (ED) 0.0 $12k 117.00 102.56
Old Republic International Corp Ordinary Share (ORI) 0.0 $12k 255.00 47.06
Axa Sa American Depository Receipt (AXAHY) 0.0 $12k 252.00 47.62
Select Sector Spdr Trust The Utilities Select Sect Equity ETF (XLU) 0.0 $11k 260.00 42.31
Spdr Portfolio S&p 1500 Composite Stock Market Etf Equity ETF (SPTM) 0.0 $11k 130.00 84.62
Nxp Semiconductors Nv Ordinary Share (NXPI) 0.0 $11k 50.00 220.00
Kinder Morgan Ordinary Share (KMI) 0.0 $11k 400.00 27.50
Exelon Corp Ordinary Share (EXC) 0.0 $10k 240.00 41.67
Gabelli Utility Trust Closed-End Fund (GUT) 0.0 $10k 1.6k 6.25
Ishares Core S&p Small-cap Equity ETF (IJR) 0.0 $10k 85.00 117.65
Ishares Nasdaq Biotechnology Equity ETF (IBB) 0.0 $10k 57.00 175.44
Hellenic Telecommunication Organization Sa American Depository Receipt (HLTOY) 0.0 $10k 1.0k 10.00
Duke Energy Corp Pfd A Preferred Share (DUK.PA) 0.0 $10k 400.00 25.00
Enterprise Products Partners Unit (EPD) 0.0 $10k 300.00 33.33
Crown Castle International Corp Ordinary Share (CCI) 0.0 $9.0k 100.00 90.00
Spdr S&p 500 Fossil Fuel Reserves Free Etf Equity ETF (SPYX) 0.0 $9.0k 168.00 53.57
Tcw Transform 500 Etf Equity ETF (VOTE) 0.0 $9.0k 112.00 80.36
Annaly Capital Management Ordinary Share (NLY) 0.0 $8.0k 337.00 23.74
Roblox Corp Ordinary Share (RBLX) 0.0 $8.0k 100.00 80.00
Solventum Corp Ordinary Share (SOLV) 0.0 $8.0k 100.00 80.00
Rivian Automotive Inc Class A Ordinary Share (RIVN) 0.0 $8.0k 411.00 19.46
Southwest Gas Holdings Ordinary Share (SWX) 0.0 $7.0k 90.00 77.78
Ishares S&p Mid-cap 400 Value Etf Equity ETF (IJJ) 0.0 $7.0k 50.00 140.00
Warner Bros. Discovery Srs A Ord Wi Ordinary Share (WBD) 0.0 $6.0k 193.00 31.09
Ge Healthcare Technologies Ord Wi Ordinary Share (GEHC) 0.0 $6.0k 76.00 78.95
Alpha Metallurgical Resources Ordinary Share (AMR) 0.0 $6.0k 31.00 193.55
Spdr S&p Bank Etf Equity ETF (KBE) 0.0 $6.0k 100.00 60.00
Corteva Ordinary Share (CTVA) 0.0 $6.0k 85.00 70.59
Ekso Bionics Holdings Ordinary Share (EKSO) 0.0 $6.0k 666.00 9.01
Webster Fin Crp Sr G P Preferred Share (WBS.PG) 0.0 $5.0k 200.00 25.00
Prudential Financial Ordinary Share (PRU) 0.0 $5.0k 41.00 121.95
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
Ppl Corp Ordinary Share (PPL) 0.0 $5.0k 150.00 33.33
Global X Data Cntr Dgtl Infr Etf Equity ETF (DTCR) 0.0 $5.0k 225.00 22.22
Arbor Realty Trust Ordinary Share (ABR) 0.0 $4.0k 560.00 7.14
Trump Media & Technology Ordinary Share (DJT) 0.0 $4.0k 275.00 14.55
Schlumberger Ordinary Share (SLB) 0.0 $4.0k 100.00 40.00
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
Qnity Electronics Ordinary Share (Q) 0.0 $3.0k 42.00 71.43
Vanguard Telecommunication Services Etf Equity ETF (VOX) 0.0 $3.0k 18.00 166.67
Bank Of Nova Scotia Ordinary Share (BNS) 0.0 $3.0k 35.00 85.71
Ameren Corp Ordinary Share (AEE) 0.0 $3.0k 30.00 100.00
Kadant Ordinary Share (KAI) 0.0 $3.0k 10.00 300.00
Bath & Body Works Ordinary Share (BBWI) 0.0 $3.0k 150.00 20.00
Dollar General Corp Ordinary Share (DG) 0.0 $3.0k 19.00 157.89
Ishares Core Msci Total Intl Stk Etf Equity ETF (IXUS) 0.0 $3.0k 41.00 73.17
Dupont De Nemours Ordinary Share (DD) 0.0 $3.0k 85.00 35.29
Evolv Technologies Holdings Cl A Ord Ordinary Share (EVLV) 0.0 $2.0k 280.00 7.14
Viatris Ordinary Share (VTRS) 0.0 $2.0k 141.00 14.18
Adapthealth Corp Ordinary Shares Ordinary Share (AHCO) 0.0 $2.0k 250.00 8.00
American Water Works Ordinary Share (AWK) 0.0 $2.0k 15.00 133.33
iSHARES CORE MSCI EAFE Equity ETF (IEFA) 0.0 $2.0k 23.00 86.96
Paramount Skydance Corp Cl B Ordinary Share (PSKY) 0.0 $2.0k 176.00 11.36
Unifi Ordinary Share (UFI) 0.0 $1.0k 275.00 3.64
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
Cava Group Ordinary Share (CAVA) 0.0 $1.0k 15.00 66.67
Alexandria Real Estate Equities Ordinary Share (ARE) 0.0 $1.0k 25.00 40.00
Ishares Us Home Construction Etf Equity ETF (ITB) 0.0 $1.0k 8.00 125.00
Ishares Core High Dividend Etf Equity ETF (HDV) 0.0 $1.0k 10.00 100.00
Subaru Corp American Depository Receipt (FUJHY) 0.0 $1.0k 125.00 8.00
Invesco S&p 500 Equal Weight Etf Equity ETF (RSP) 0.0 $1.0k 5.00 200.00
Communication Services Sel Sect Spdretf Equity ETF (XLC) 0.0 $1.0k 10.00 100.00
Moderna Ordinary Share (MRNA) 0.0 $1.0k 40.00 25.00
Duolingo Cl A Ord Ordinary Share (DUOL) 0.0 $1.0k 4.00 250.00
Rapid Micro Biosystems Cl A Ord Ordinary Share (RPID) 0.0 $1.0k 500.00 2.00
Draftkings Ordinary Share (DKNG) 0.0 $1.0k 20.00 50.00
Virtus Investment Partners Ordinary Share (VRTS) 0.0 $999.999700 7.00 142.86
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
Rayonier Ordinary Share (RYN) 0.0 $0 11.00 0.00
Capital Growth Systems Ordinary Share 0.0 $0 20k 0.00
Prothena Corp Ordinary Share (PRTA) 0.0 $0 3.00 0.00
Windswept Environmental Group Ordinary Share 0.0 $0 10k 0.00
Perrigo Ordinary Share (PRGO) 0.0 $0 10.00 0.00
Paragon Offshore Ordinary Share 0.0 $0 30.00 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
Kyndryl Holdings Ord Wi Ordinary Share (KD) 0.0 $0 3.00 0.00
Lucid Group Ord Ordinary Share (LCID) 0.0 $0 5.00 0.00
Drive Shack Ordinary Share 0.0 $0 3.00 0.00