Rockland Trust as of Sept. 30, 2025
Portfolio Holdings for Rockland Trust
Rockland Trust holds 302 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.6 | $137M | 265k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $125M | 515k | 243.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.6 | $112M | 314k | 355.47 | |
| Apple (AAPL) | 3.5 | $85M | 335k | 254.63 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 3.3 | $81M | 805k | 100.77 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.8 | $69M | 669k | 103.07 | |
| Ishares Tr Mbs Etf (MBB) | 2.3 | $57M | 597k | 95.15 | |
| Pepsi (PEP) | 2.0 | $50M | 354k | 140.44 | |
| Visa Com Cl A (V) | 2.0 | $49M | 143k | 341.38 | |
| Merck & Co (MRK) | 2.0 | $49M | 580k | 83.93 | |
| Independent Bank (INDB) | 1.9 | $47M | 685k | 69.17 | |
| TJX Companies (TJX) | 1.9 | $46M | 315k | 144.54 | |
| Pangaea Logistics Solution L SHS (PANL) | 1.8 | $43M | 8.5M | 5.08 | |
| Spdr Series Trust Portfolio Ln Cor (SPLB) | 1.6 | $39M | 1.7M | 23.12 | |
| Meta Platforms Cl A (META) | 1.6 | $39M | 53k | 734.38 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $38M | 67k | 568.75 | |
| Union Pacific Corporation (UNP) | 1.5 | $36M | 154k | 236.37 | |
| Chubb (CB) | 1.4 | $35M | 125k | 282.33 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $34M | 299k | 112.75 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $33M | 105k | 315.43 | |
| Blackrock (BLK) | 1.3 | $32M | 27k | 1165.86 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $31M | 64k | 485.02 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $30M | 100k | 297.91 | |
| Nextera Energy (NEE) | 1.2 | $29M | 386k | 75.49 | |
| EOG Resources (EOG) | 1.1 | $28M | 246k | 112.12 | |
| NVIDIA Corporation (NVDA) | 1.1 | $27M | 143k | 186.58 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $26M | 142k | 183.73 | |
| Intuit (INTU) | 1.0 | $25M | 37k | 682.91 | |
| Honeywell International (HON) | 1.0 | $25M | 121k | 210.51 | |
| Oracle Corporation (ORCL) | 1.0 | $25M | 89k | 281.24 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $25M | 263k | 95.47 | |
| Nike CL B (NKE) | 1.0 | $25M | 359k | 69.73 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.0 | $24M | 234k | 103.36 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $23M | 346k | 65.26 | |
| Copart (CPRT) | 0.9 | $22M | 491k | 44.97 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.9 | $22M | 328k | 66.87 | |
| West Pharmaceutical Services (WST) | 0.9 | $22M | 83k | 262.33 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $22M | 88k | 246.60 | |
| Intercontinental Exchange (ICE) | 0.9 | $22M | 128k | 168.48 | |
| Starbucks Corporation (SBUX) | 0.9 | $21M | 247k | 84.60 | |
| Verizon Communications (VZ) | 0.8 | $20M | 449k | 43.95 | |
| Johnson & Johnson (JNJ) | 0.8 | $19M | 102k | 185.42 | |
| Roper Industries (ROP) | 0.8 | $19M | 38k | 498.69 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.8 | $19M | 278k | 66.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $17M | 25k | 666.18 | |
| Schlumberger Com Stk (SLB) | 0.7 | $16M | 477k | 34.37 | |
| Home Depot (HD) | 0.6 | $16M | 39k | 405.19 | |
| Procter & Gamble Company (PG) | 0.6 | $16M | 102k | 153.65 | |
| Ecolab (ECL) | 0.6 | $15M | 55k | 273.86 | |
| Eli Lilly & Co. (LLY) | 0.6 | $15M | 20k | 763.00 | |
| Abbott Laboratories (ABT) | 0.6 | $15M | 111k | 133.94 | |
| McDonald's Corporation (MCD) | 0.6 | $15M | 48k | 303.89 | |
| Amazon (AMZN) | 0.6 | $14M | 66k | 219.57 | |
| Air Products & Chemicals (APD) | 0.6 | $14M | 53k | 272.71 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $14M | 49k | 281.86 | |
| Colgate-Palmolive Company (CL) | 0.6 | $14M | 170k | 79.94 | |
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.5 | $13M | 476k | 27.31 | |
| Wec Energy Group (WEC) | 0.5 | $13M | 113k | 114.59 | |
| Linde SHS (LIN) | 0.5 | $12M | 24k | 475.00 | |
| Morgan Stanley Com New (MS) | 0.5 | $11M | 71k | 158.96 | |
| Wal-Mart Stores (WMT) | 0.5 | $11M | 108k | 103.06 | |
| Pfizer (PFE) | 0.5 | $11M | 436k | 25.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $11M | 18k | 612.38 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $10M | 325k | 31.53 | |
| Automatic Data Processing (ADP) | 0.4 | $10M | 34k | 293.50 | |
| Ge Aerospace Com New (GE) | 0.4 | $9.8M | 33k | 300.82 | |
| Coca-Cola Company (KO) | 0.4 | $9.8M | 148k | 66.32 | |
| Southern Company (SO) | 0.4 | $9.8M | 103k | 94.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $9.7M | 19k | 502.74 | |
| General Mills (GIS) | 0.4 | $9.5M | 189k | 50.42 | |
| Consolidated Edison (ED) | 0.4 | $8.9M | 89k | 100.52 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $8.6M | 70k | 124.34 | |
| Unilever Spon Adr New (UL) | 0.3 | $8.4M | 142k | 59.28 | |
| Emerson Electric (EMR) | 0.3 | $8.3M | 63k | 131.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $8.0M | 33k | 243.55 | |
| Rockwell Automation (ROK) | 0.3 | $8.0M | 23k | 349.53 | |
| Bristol Myers Squibb (BMY) | 0.3 | $7.8M | 173k | 45.10 | |
| Chevron Corporation (CVX) | 0.3 | $7.8M | 50k | 155.29 | |
| Costco Wholesale Corporation (COST) | 0.3 | $7.7M | 8.4k | 925.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $7.2M | 11k | 669.30 | |
| Hp (HPQ) | 0.3 | $6.6M | 242k | 27.23 | |
| Abbvie (ABBV) | 0.3 | $6.3M | 27k | 231.54 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $5.3M | 78k | 67.83 | |
| O'reilly Automotive (ORLY) | 0.2 | $5.0M | 47k | 107.81 | |
| S&p Global (SPGI) | 0.2 | $4.9M | 10k | 486.67 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.9M | 35k | 140.95 | |
| Bank of America Corporation (BAC) | 0.2 | $4.7M | 91k | 51.59 | |
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $4.6M | 37k | 123.59 | |
| Palo Alto Networks (PANW) | 0.2 | $4.4M | 22k | 203.61 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $4.1M | 77k | 53.87 | |
| General Dynamics Corporation (GD) | 0.1 | $3.6M | 11k | 341.00 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.4M | 57k | 59.92 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.4M | 63k | 54.18 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $3.4M | 20k | 167.33 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.4M | 34k | 100.25 | |
| Broadcom (AVGO) | 0.1 | $3.4M | 10k | 329.91 | |
| International Business Machines (IBM) | 0.1 | $3.3M | 12k | 282.16 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.3M | 35k | 93.37 | |
| salesforce (CRM) | 0.1 | $3.1M | 13k | 237.00 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.0M | 34k | 89.34 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.9M | 36k | 82.96 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.8M | 5.9k | 468.41 | |
| Analog Devices (ADI) | 0.1 | $2.7M | 11k | 245.70 | |
| Dover Corporation (DOV) | 0.1 | $2.6M | 15k | 166.83 | |
| American Intl Group Com New (AIG) | 0.1 | $2.5M | 32k | 78.54 | |
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $2.5M | 36k | 68.94 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.5M | 63k | 39.19 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $2.4M | 12k | 201.53 | |
| American Tower Reit (AMT) | 0.1 | $2.3M | 12k | 192.38 | |
| Philip Morris International (PM) | 0.1 | $2.1M | 13k | 162.20 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.0M | 6.9k | 293.74 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.0M | 22k | 91.42 | |
| PNC Financial Services (PNC) | 0.1 | $2.0M | 10k | 200.93 | |
| Walt Disney Company (DIS) | 0.1 | $1.9M | 16k | 114.51 | |
| Caterpillar (CAT) | 0.1 | $1.8M | 3.8k | 477.15 | |
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $1.8M | 37k | 47.51 | |
| Regions Financial Corporation (RF) | 0.1 | $1.7M | 65k | 26.37 | |
| Motorola Solutions Com New (MSI) | 0.1 | $1.7M | 3.7k | 457.29 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.7M | 31k | 53.40 | |
| American Express Company (AXP) | 0.1 | $1.7M | 5.0k | 332.12 | |
| Danaher Corporation (DHR) | 0.1 | $1.6M | 8.3k | 198.00 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $1.6M | 18k | 92.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 9.3k | 170.85 | |
| T. Rowe Price (TROW) | 0.1 | $1.6M | 15k | 102.63 | |
| UnitedHealth (UNH) | 0.1 | $1.5M | 4.3k | 345.30 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $1.5M | 5.6k | 259.92 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | 23k | 62.47 | |
| Cisco Systems (CSCO) | 0.1 | $1.4M | 21k | 68.42 | |
| Stryker Corporation (SYK) | 0.1 | $1.4M | 3.8k | 369.67 | |
| Medtronic SHS (MDT) | 0.1 | $1.4M | 15k | 95.24 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | 1.8k | 746.63 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.4M | 35k | 39.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | 11k | 118.83 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.3M | 12k | 111.70 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.3M | 3.7k | 346.26 | |
| GSK Sponsored Adr (GSK) | 0.1 | $1.2M | 28k | 43.16 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.7k | 215.79 | |
| Lowe's Companies (LOW) | 0.0 | $1.2M | 4.8k | 251.31 | |
| Snap-on Incorporated (SNA) | 0.0 | $1.2M | 3.4k | 346.53 | |
| United Parcel Service CL B (UPS) | 0.0 | $1.2M | 14k | 83.53 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | 8.3k | 139.17 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $1.2M | 7.5k | 154.23 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.1M | 24k | 48.33 | |
| Evergy (EVRG) | 0.0 | $1.1M | 15k | 76.02 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $1.1M | 24k | 47.52 | |
| Celestica (CLS) | 0.0 | $1.1M | 4.6k | 246.17 | |
| Boeing Company (BA) | 0.0 | $1.1M | 5.3k | 215.83 | |
| Fidus Invt (FDUS) | 0.0 | $1.1M | 56k | 20.26 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.1M | 12k | 91.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.1M | 1.8k | 600.37 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | 6.5k | 161.79 | |
| 3M Company (MMM) | 0.0 | $1.0M | 6.6k | 155.18 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $1.0M | 13k | 78.21 | |
| Eaton Corp SHS (ETN) | 0.0 | $1.0M | 2.7k | 374.25 | |
| Zoetis Cl A (ZTS) | 0.0 | $1.0M | 6.9k | 146.32 | |
| At&t (T) | 0.0 | $995k | 35k | 28.24 | |
| Valero Energy Corporation (VLO) | 0.0 | $994k | 5.8k | 170.26 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $981k | 18k | 55.33 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $970k | 11k | 87.31 | |
| State Street Corporation (STT) | 0.0 | $958k | 8.3k | 116.01 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $954k | 16k | 59.74 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $952k | 1.6k | 596.03 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $935k | 7.9k | 118.37 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $918k | 2.6k | 352.75 | |
| Hershey Company (HSY) | 0.0 | $909k | 4.9k | 187.05 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $909k | 9.8k | 92.42 | |
| Gra (GGG) | 0.0 | $908k | 11k | 84.96 | |
| Cummins (CMI) | 0.0 | $879k | 2.1k | 422.37 | |
| Stanley Black & Decker (SWK) | 0.0 | $879k | 12k | 74.33 | |
| Edison International (EIX) | 0.0 | $857k | 16k | 55.28 | |
| H&R Block (HRB) | 0.0 | $853k | 17k | 50.57 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $841k | 9.3k | 90.50 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $839k | 17k | 49.04 | |
| AmerisourceBergen (COR) | 0.0 | $821k | 2.6k | 312.53 | |
| Paychex (PAYX) | 0.0 | $819k | 6.5k | 126.76 | |
| Wells Fargo & Company (WFC) | 0.0 | $813k | 9.7k | 83.82 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $813k | 6.8k | 119.51 | |
| Whirlpool Corporation (WHR) | 0.0 | $777k | 9.9k | 78.60 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $772k | 5.4k | 142.41 | |
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.0 | $771k | 30k | 25.60 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $770k | 16k | 48.42 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $769k | 9.9k | 77.65 | |
| Garmin SHS (GRMN) | 0.0 | $765k | 3.1k | 246.22 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $759k | 6.7k | 113.88 | |
| Target Corporation (TGT) | 0.0 | $754k | 8.4k | 89.70 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $736k | 1.5k | 499.21 | |
| Booking Holdings (BKNG) | 0.0 | $724k | 134.00 | 5399.27 | |
| Best Buy (BBY) | 0.0 | $723k | 9.6k | 75.62 | |
| Rbc Cad (RY) | 0.0 | $707k | 4.8k | 147.32 | |
| Eastern Bankshares (EBC) | 0.0 | $703k | 39k | 18.15 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $702k | 14k | 49.46 | |
| Tesla Motors (TSLA) | 0.0 | $690k | 1.6k | 444.72 | |
| Amphenol Corp Cl A (APH) | 0.0 | $688k | 5.6k | 123.75 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $686k | 735.00 | 933.64 | |
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $675k | 3.9k | 171.20 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $673k | 8.8k | 76.40 | |
| Interpublic Group of Companies (IPG) | 0.0 | $669k | 24k | 27.91 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $642k | 4.6k | 139.67 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $632k | 3.1k | 203.59 | |
| Broadridge Financial Solutions (BR) | 0.0 | $629k | 2.6k | 238.17 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $628k | 2.5k | 254.28 | |
| Fmc Corp Com New (FMC) | 0.0 | $611k | 18k | 33.63 | |
| Carrier Global Corporation (CARR) | 0.0 | $608k | 10k | 59.70 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $607k | 12k | 52.28 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $597k | 6.7k | 89.62 | |
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $587k | 9.3k | 63.43 | |
| Woodward Governor Company (WWD) | 0.0 | $571k | 2.3k | 252.71 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $569k | 7.1k | 79.95 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $566k | 5.1k | 110.49 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $564k | 49k | 11.60 | |
| Extra Space Storage (EXR) | 0.0 | $551k | 3.9k | 140.94 | |
| Xylem (XYL) | 0.0 | $538k | 3.7k | 147.50 | |
| Transunion (TRU) | 0.0 | $536k | 6.4k | 83.78 | |
| Dominion Resources (D) | 0.0 | $528k | 8.6k | 61.17 | |
| Rambus (RMBS) | 0.0 | $521k | 5.0k | 104.20 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $496k | 11k | 46.96 | |
| Travelers Companies (TRV) | 0.0 | $493k | 1.8k | 279.22 | |
| ConocoPhillips (COP) | 0.0 | $469k | 5.0k | 94.59 | |
| Oge Energy Corp (OGE) | 0.0 | $462k | 10k | 46.27 | |
| Bar Harbor Bankshares (BHB) | 0.0 | $459k | 15k | 30.46 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $458k | 15k | 31.42 | |
| Marriott Intl Cl A (MAR) | 0.0 | $456k | 1.8k | 260.44 | |
| Eversource Energy (ES) | 0.0 | $439k | 6.2k | 71.14 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $437k | 1.3k | 345.45 | |
| Norfolk Southern (NSC) | 0.0 | $432k | 1.4k | 300.41 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $427k | 1.8k | 239.64 | |
| Goldman Sachs (GS) | 0.0 | $425k | 534.00 | 796.35 | |
| Illinois Tool Works (ITW) | 0.0 | $423k | 1.6k | 260.76 | |
| Amgen (AMGN) | 0.0 | $417k | 1.5k | 282.20 | |
| Netflix (NFLX) | 0.0 | $414k | 345.00 | 1198.93 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $411k | 2.2k | 189.70 | |
| Exelon Corporation (EXC) | 0.0 | $409k | 9.1k | 45.01 | |
| IDEX Corporation (IEX) | 0.0 | $398k | 2.4k | 162.76 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $391k | 2.6k | 150.86 | |
| CVS Caremark Corporation (CVS) | 0.0 | $387k | 5.1k | 75.39 | |
| Simon Property (SPG) | 0.0 | $385k | 2.1k | 187.67 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $380k | 2.9k | 130.25 | |
| Sempra Energy (SRE) | 0.0 | $380k | 4.2k | 89.98 | |
| Franklin Resources (BEN) | 0.0 | $371k | 16k | 23.13 | |
| Quanta Services (PWR) | 0.0 | $367k | 886.00 | 414.42 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $361k | 1.2k | 313.56 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $360k | 2.5k | 142.10 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $359k | 1.8k | 195.86 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $358k | 17k | 21.56 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $354k | 2.6k | 133.90 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $351k | 3.3k | 106.49 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $346k | 4.0k | 87.03 | |
| Corning Incorporated (GLW) | 0.0 | $345k | 4.2k | 82.03 | |
| Waste Management (WM) | 0.0 | $341k | 1.5k | 220.83 | |
| Ge Vernova (GEV) | 0.0 | $341k | 554.00 | 614.90 | |
| MetLife (MET) | 0.0 | $333k | 4.0k | 82.37 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $332k | 3.7k | 89.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $327k | 997.00 | 328.17 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $323k | 6.5k | 50.07 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $322k | 672.00 | 479.61 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $318k | 871.00 | 365.48 | |
| Cintas Corporation (CTAS) | 0.0 | $307k | 1.5k | 205.26 | |
| Fastenal Company (FAST) | 0.0 | $304k | 6.2k | 49.04 | |
| Masco Corporation (MAS) | 0.0 | $302k | 4.3k | 70.39 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $302k | 1.4k | 209.26 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $301k | 3.1k | 96.55 | |
| Carlisle Companies (CSL) | 0.0 | $298k | 907.00 | 328.96 | |
| Altria (MO) | 0.0 | $288k | 4.4k | 66.06 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $288k | 3.0k | 97.08 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $288k | 4.4k | 65.92 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $283k | 1.5k | 186.49 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $273k | 3.5k | 78.37 | |
| Edwards Lifesciences (EW) | 0.0 | $271k | 3.5k | 77.77 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $270k | 2.5k | 108.96 | |
| IDEXX Laboratories (IDXX) | 0.0 | $260k | 407.00 | 638.89 | |
| L3harris Technologies (LHX) | 0.0 | $258k | 844.00 | 305.41 | |
| Bk Nova Cad (BNS) | 0.0 | $257k | 4.0k | 64.65 | |
| Williams Companies (WMB) | 0.0 | $254k | 4.0k | 63.35 | |
| Principal Financial (PFG) | 0.0 | $251k | 3.0k | 82.91 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $250k | 5.0k | 49.95 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $250k | 509.00 | 490.38 | |
| Anthem (ELV) | 0.0 | $249k | 770.00 | 323.12 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $246k | 650.00 | 378.94 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $244k | 525.00 | 463.76 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $237k | 1.9k | 128.24 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $235k | 3.5k | 67.26 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $232k | 894.00 | 259.60 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $231k | 3.2k | 72.77 | |
| Qualcomm (QCOM) | 0.0 | $229k | 1.4k | 166.36 | |
| Ameriprise Financial (AMP) | 0.0 | $222k | 452.00 | 491.25 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $218k | 165.00 | 1318.02 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $215k | 353.00 | 609.31 | |
| Uber Technologies (UBER) | 0.0 | $215k | 2.2k | 97.97 | |
| Live Nation Entertainment (LYV) | 0.0 | $211k | 1.3k | 163.40 | |
| Provident Bancorp Com New (PVBC) | 0.0 | $210k | 17k | 12.53 | |
| Progressive Corporation (PGR) | 0.0 | $209k | 848.00 | 246.95 | |
| Gilead Sciences (GILD) | 0.0 | $208k | 1.9k | 111.00 | |
| Verisk Analytics (VRSK) | 0.0 | $207k | 824.00 | 251.51 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $203k | 3.0k | 67.51 | |
| Dell Technologies CL C (DELL) | 0.0 | $200k | 1.4k | 141.75 | |
| Harborone Bancorp Com New (HONE) | 0.0 | $141k | 10k | 13.60 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $133k | 11k | 12.15 | |
| Bigbear Ai Hldgs (BBAI) | 0.0 | $65k | 10k | 6.52 | |
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $55k | 15k | 3.71 | |
| Tidal Trust Ii Yieldmax Ultra O (ULTY) | 0.0 | $55k | 10k | 5.47 | |
| Cibus Cl A Com Stk (CBUS) | 0.0 | $26k | 20k | 1.29 |