YHB Investment Advisors

YHB Investment Advisors as of Sept. 30, 2021

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 304 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.4 $62M 440k 141.50
Microsoft Corp Stock (MSFT) 4.6 $53M 188k 281.92
Amazon Stock (AMZN) 3.4 $39M 12k 3285.06
Thermo Fisher Scientific Stock (TMO) 2.8 $32M 56k 571.33
Danaher Corporation Stock (DHR) 2.5 $29M 94k 304.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.4 $27M 10k 2665.30
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $26M 9.5k 2673.55
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 2.0 $23M 228k 101.93
Costco Whsl Corp Stock (COST) 2.0 $23M 51k 449.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.9 $23M 83k 272.94
Visa Inc Com Cl A Stock (V) 1.7 $20M 91k 222.75
Disney Stock (DIS) 1.7 $20M 119k 169.17
Paypal Hldgs Stock (PYPL) 1.5 $18M 69k 260.21
Facebook Inc Cl A Stock (META) 1.5 $17M 50k 339.38
Ishares S&p Midcap Fund Etf (IJH) 1.4 $16M 62k 263.07
Intuit Stock (INTU) 1.3 $15M 28k 539.51
Ecolab Stock (ECL) 1.2 $15M 69k 208.63
Home Depot Stock (HD) 1.2 $14M 42k 328.27
Unitedhealth Group Stock (UNH) 1.2 $14M 35k 390.75
Nike Inc Cl B Stock (NKE) 1.2 $14M 94k 145.23
Stryker Corporation Stock (SYK) 1.2 $14M 51k 263.72
Comcast Corp New Cl A Stock (CMCSA) 1.1 $13M 236k 55.93
Pepsico Stock (PEP) 1.1 $13M 88k 150.41
Aon Plc Shs Cl A Stock (AON) 1.1 $13M 44k 285.76
Spdr S&p 500 Etf Etf (SPY) 1.0 $11M 26k 429.14
Ishares S&p Small-cap Fund Etf (IJR) 1.0 $11M 101k 109.19
Johnson & Johnson Stock (JNJ) 0.9 $11M 67k 161.50
United Rentals Stock (URI) 0.9 $10M 29k 350.92
Amgen Stock (AMGN) 0.9 $10M 48k 212.65
Intuitive Surgical Stock (ISRG) 0.9 $10M 10k 994.15
Mcdonalds Corp Stock (MCD) 0.8 $9.4M 39k 241.11
Lam Research Corp Stock 0.8 $9.2M 16k 569.18
Nextera Energy Stock (NEE) 0.8 $9.0M 115k 78.52
Oracle Corp Stock (ORCL) 0.8 $8.7M 100k 87.13
Ishares S&p 500 Growth Etf Etf (IVW) 0.7 $8.6M 117k 73.91
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.7 $8.6M 106k 81.03
Morgan Stanley Stock (MS) 0.7 $8.4M 86k 97.32
Becton Dickinson & Co Stock (BDX) 0.7 $8.3M 34k 245.81
Union Pac Corp Stock (UNP) 0.7 $8.1M 42k 196.02
Cvs Health Corp Stock (CVS) 0.7 $7.8M 93k 84.86
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $7.5M 51k 148.10
Tjx Cos Stock (TJX) 0.6 $7.3M 111k 65.98
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.6 $7.2M 325k 22.19
Honeywell Intl Stock (HON) 0.6 $7.0M 33k 212.27
Raytheon Technologies Corp Stock (RTX) 0.6 $6.9M 80k 85.95
Amphenol Corp New Cl A Stock (APH) 0.6 $6.9M 94k 73.23
Ishares Russell 2000 Etf Etf (IWM) 0.6 $6.7M 31k 218.74
Paychex Stock (PAYX) 0.6 $6.7M 60k 112.44
Goldman Sachs Group Stock (GS) 0.6 $6.6M 18k 378.05
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $6.5M 15k 430.81
Fortive Corp Stock (FTV) 0.5 $6.4M 90k 70.58
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.5 $6.3M 115k 54.64
Netflix Stock (NFLX) 0.5 $6.2M 10k 610.32
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.5 $6.1M 74k 82.41
Morningstar Stock (MORN) 0.5 $6.0M 23k 259.03
Cme Group Stock (CME) 0.5 $5.9M 31k 193.39
Procter And Gamble Stock (PG) 0.5 $5.7M 41k 139.80
General Electric Stock (GE) 0.5 $5.4M 52k 103.03
Wells Fargo Stock (WFC) 0.4 $5.1M 111k 46.41
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $5.1M 35k 148.09
Truist Finl Corp Stock (TFC) 0.4 $5.0M 85k 58.66
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $5.0M 50k 100.11
Edwards Lifesciences Corp Stock (EW) 0.4 $5.0M 44k 113.21
Zoetis Inc Cl A Stock (ZTS) 0.4 $4.9M 25k 194.13
Invesco Bulletshares 2023 Corporate Bond Etf Etf 0.4 $4.8M 224k 21.67
Yum Brands Stock (YUM) 0.4 $4.7M 39k 122.30
Citigroup Stock (C) 0.4 $4.7M 67k 70.19
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $4.6M 61k 76.65
Schwab U.s. Tips Etf Etf (SCHP) 0.4 $4.6M 73k 62.59
Fidelity Natl Information Svcs Stock (FIS) 0.4 $4.4M 37k 121.69
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.4 $4.3M 37k 114.84
Church & Dwight Stock (CHD) 0.4 $4.3M 52k 82.56
Ishares National Muni Bond Etf Etf (MUB) 0.4 $4.2M 36k 116.18
Us Bancorp Del Stock (USB) 0.4 $4.2M 70k 59.44
Prologis Reit (PLD) 0.4 $4.1M 33k 125.42
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $4.1M 81k 50.72
Vanguard S&p 500 Etf Etf (VOO) 0.4 $4.1M 10k 394.36
Yum China Hldgs Stock (YUMC) 0.3 $4.0M 69k 58.11
Spdr Gold Shares Etf (GLD) 0.3 $4.0M 24k 164.20
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.3 $3.9M 181k 21.43
Colgate Palmolive Stock (CL) 0.3 $3.9M 51k 75.59
Invesco Bulletshares 2024 Corporate Bond Etf Etf 0.3 $3.8M 171k 22.11
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.8M 51k 74.24
Ebay Stock (EBAY) 0.3 $3.8M 54k 69.68
Carlisle Cos Stock (CSL) 0.3 $3.7M 19k 198.82
Cummins Stock (CMI) 0.3 $3.7M 17k 224.54
Hilton Worldwide Hldgs Stock (HLT) 0.3 $3.7M 28k 132.10
Abbvie Stock (ABBV) 0.3 $3.7M 34k 107.86
Pfizer Stock (PFE) 0.3 $3.7M 86k 43.00
Anthem Stock (ELV) 0.3 $3.6M 9.7k 372.77
Linde Stock 0.3 $3.5M 12k 293.34
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $3.4M 44k 78.67
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.3 $3.3M 19k 172.68
Jpmorgan Chase & Co Stock (JPM) 0.3 $3.3M 20k 163.68
Schwab International Equity Etf Etf (SCHF) 0.3 $3.2M 83k 38.70
Dish Network Corporation Cl A Stock 0.3 $3.2M 74k 43.46
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $3.1M 62k 50.38
Fastenal Stock (FAST) 0.3 $3.1M 60k 51.61
Medtronic Stock (MDT) 0.3 $3.0M 24k 125.35
Citrix Sys Stock 0.3 $3.0M 28k 107.39
Woodward Stock (WWD) 0.3 $3.0M 27k 113.21
Invesco Qqq Trust Etf (QQQ) 0.3 $3.0M 8.3k 357.98
Capital One Finl Corp Stock (COF) 0.3 $2.9M 18k 162.00
Walmart Stock (WMT) 0.2 $2.9M 21k 139.39
Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.8M 48k 58.18
Dollar Gen Corp Stock (DG) 0.2 $2.7M 13k 212.15
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $2.7M 26k 103.85
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.7M 49k 54.77
Essential Utils Stock (WTRG) 0.2 $2.7M 58k 46.08
Aflac Stock (AFL) 0.2 $2.4M 45k 52.13
Align Technology Stock (ALGN) 0.2 $2.3M 3.5k 665.32
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.3M 75k 30.47
Charter Communications Inc New Cl A Stock (CHTR) 0.2 $2.3M 3.1k 727.56
Carrier Global Corporation Stock (CARR) 0.2 $2.2M 43k 51.75
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.2 $2.2M 40k 53.30
L3harris Technologies Stock (LHX) 0.2 $2.1M 9.7k 220.27
Exxon Mobil Corp Stock (XOM) 0.2 $2.1M 36k 58.83
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.1M 40k 51.08
General Mtrs Stock (GM) 0.2 $2.0M 38k 52.70
Lowes Cos Stock (LOW) 0.2 $2.0M 9.8k 202.83
Bristol-myers Squibb Stock (BMY) 0.2 $2.0M 33k 59.18
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.0M 31k 64.03
Cisco Sys Stock (CSCO) 0.2 $2.0M 36k 54.43
Abiomed Stock 0.2 $1.9M 5.9k 325.55
Blackrock Stock 0.2 $1.9M 2.3k 838.84
Chevron Corp Stock (CVX) 0.2 $1.9M 19k 101.47
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.2 $1.9M 86k 21.84
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.2 $1.9M 40k 46.02
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.9M 22k 86.01
Starbucks Corp Stock (SBUX) 0.2 $1.8M 16k 110.33
Ishares Tips Bond Etf Etf (TIP) 0.2 $1.8M 14k 127.72
Pimco Short Term Municipal Bond Active Exchange-traded Fund Etf (SMMU) 0.1 $1.7M 34k 51.31
Illinois Tool Wks Stock (ITW) 0.1 $1.7M 8.3k 206.63
Otis Worldwide Corp Stock (OTIS) 0.1 $1.7M 21k 82.30
Waste Mgmt Inc Del Stock (WM) 0.1 $1.7M 11k 149.40
Invesco Bulletshares 2022 Corporate Bond Etf Etf 0.1 $1.6M 77k 21.53
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $1.6M 22k 74.27
Willis Towers Watson Stock (WTW) 0.1 $1.6M 6.9k 232.44
Stanley Black & Decker Stock (SWK) 0.1 $1.6M 9.1k 175.34
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.6M 20k 79.20
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $1.6M 7.1k 222.10
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.6M 21k 74.86
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.6M 20k 77.99
Intel Corp Stock (INTC) 0.1 $1.6M 29k 53.30
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.5M 42k 36.20
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $1.5M 30k 50.45
3M Stock (MMM) 0.1 $1.5M 8.5k 175.44
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $1.5M 38k 38.82
Etfmg Prime Cyber Security Etf Etf 0.1 $1.5M 24k 60.82
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.4M 15k 93.85
First Trust Nasdaq Artificial Intelligence And Robotics Etf Etf (ROBT) 0.1 $1.4M 27k 53.65
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.4M 7.0k 200.85
Aercap Holdings Nv Stock (AER) 0.1 $1.4M 24k 57.80
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.1 $1.4M 8.4k 168.36
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $1.3M 17k 74.20
American Express Stock (AXP) 0.1 $1.2M 7.3k 167.49
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.2M 3.5k 347.80
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.1M 12k 87.10
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $1.0M 21k 50.00
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.0M 9.9k 104.02
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $1.0M 6.7k 153.54
Automatic Data Processing Stock (ADP) 0.1 $1.0M 5.1k 199.96
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $1.0M 24k 42.55
Mckesson Corp Stock (MCK) 0.1 $994k 5.0k 199.32
Merck & Co Stock (MRK) 0.1 $946k 13k 75.10
Coca Cola Stock (KO) 0.1 $938k 18k 52.50
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $915k 12k 75.68
Salesforce Stock (CRM) 0.1 $912k 3.4k 271.11
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $891k 15k 60.96
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $888k 10k 85.43
Emerson Elec Stock (EMR) 0.1 $871k 9.2k 94.25
Verizon Stock (VZ) 0.1 $853k 16k 54.03
Abbott Labs Stock (ABT) 0.1 $838k 7.1k 118.06
Lincoln Elec Hldgs Stock (LECO) 0.1 $829k 6.4k 128.75
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $807k 13k 63.92
Gilead Sciences Stock (GILD) 0.1 $789k 11k 69.86
Renaissance Ipo Etf Etf (IPO) 0.1 $750k 12k 64.28
Proshares Ultra Silver Etf (AGQ) 0.1 $747k 23k 31.99
Target Corp Stock (TGT) 0.1 $739k 3.2k 228.72
Ark Innovation Etf Etf (ARKK) 0.1 $730k 6.6k 110.57
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.1 $701k 14k 50.16
Bk Of America Corp Stock (BAC) 0.1 $699k 17k 42.47
Phillips 66 Stock (PSX) 0.1 $696k 9.9k 70.04
Chipotle Mexican Grill Stock (CMG) 0.1 $687k 378.00 1817.46
Peoples United Financial Stock 0.1 $678k 39k 17.48
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $668k 2.4k 273.88
At&t Stock (T) 0.1 $657k 24k 27.00
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $644k 7.7k 83.64
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.1 $633k 28k 22.92
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $583k 5.6k 103.39
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $572k 5.1k 111.70
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $570k 12k 49.41
Boeing Stock (BA) 0.0 $549k 2.5k 220.04
Adobe Systems Incorporated Stock (ADBE) 0.0 $539k 937.00 575.24
Equinix Reit (EQIX) 0.0 $536k 679.00 789.40
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $530k 10k 52.07
Skyworks Solutions Stock (SWKS) 0.0 $529k 3.2k 164.80
Applied Matls Stock (AMAT) 0.0 $521k 4.0k 128.74
Fedex Corp Stock (FDX) 0.0 $520k 2.4k 219.13
Invesco Global Water Etf Etf (PIO) 0.0 $507k 13k 39.67
Norfolk Southn Corp Stock (NSC) 0.0 $487k 2.0k 239.43
Regeneron Pharmaceuticals Stock (REGN) 0.0 $486k 803.00 605.23
Tesla Stock (TSLA) 0.0 $478k 617.00 774.72
Vanguard Growth Index Fund Etf (VUG) 0.0 $452k 1.6k 289.93
Spdr S&p Dividend Etf Etf (SDY) 0.0 $433k 3.7k 117.47
Texas Instrs Stock (TXN) 0.0 $432k 2.2k 192.34
Discover Finl Svcs Stock 0.0 $430k 3.5k 122.86
Servicenow Stock (NOW) 0.0 $425k 683.00 622.25
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.0 $425k 11k 37.28
Lilly Eli & Co Stock (LLY) 0.0 $423k 1.8k 231.27
Kimberly-clark Corp Stock (KMB) 0.0 $420k 3.2k 132.58
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $416k 11k 37.50
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $415k 5.6k 74.37
Transdigm Group Stock (TDG) 0.0 $415k 664.00 625.00
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $410k 5.0k 82.00
Fiserv Stock (FI) 0.0 $398k 3.7k 108.51
Novartis Adr (NVS) 0.0 $395k 4.8k 81.83
D R Horton Stock (DHI) 0.0 $394k 4.7k 83.88
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $392k 6.4k 61.73
Pool Corp Stock (POOL) 0.0 $392k 902.00 434.59
Nvidia Corporation Stock (NVDA) 0.0 $391k 1.9k 207.43
Trane Technologies Stock (TT) 0.0 $390k 2.3k 172.57
Toronto Dominion Bk Ont Stock (TD) 0.0 $383k 5.8k 66.15
Lpl Finl Hldgs Stock (LPLA) 0.0 $373k 2.4k 156.72
Qualcomm Stock (QCOM) 0.0 $360k 2.8k 129.03
International Business Machs Stock (IBM) 0.0 $360k 2.6k 138.78
Keysight Technologies Stock (KEYS) 0.0 $351k 2.1k 164.25
Copart Stock (CPRT) 0.0 $350k 2.5k 138.72
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $336k 5.6k 60.03
Crown Castle Intl Corp Reit (CCI) 0.0 $332k 1.9k 173.55
Cerner Corp Stock 0.0 $331k 4.7k 70.46
Csx Corp Stock (CSX) 0.0 $331k 11k 29.76
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $330k 2.1k 156.40
Duke Energy Corp Stock (DUK) 0.0 $329k 3.4k 97.63
Shopify Inc Cl A Stock (SHOP) 0.0 $327k 241.00 1356.85
Trimble Stock (TRMB) 0.0 $324k 3.9k 82.34
Price T Rowe Group Stock (TROW) 0.0 $319k 1.6k 196.43
Generac Hldgs Stock (GNRC) 0.0 $317k 776.00 408.51
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $315k 2.4k 130.17
Dupont De Nemours Stock (DD) 0.0 $315k 4.6k 67.99
Post Hldgs Stock (POST) 0.0 $313k 2.8k 110.21
Caterpillar Stock (CAT) 0.0 $310k 1.6k 191.95
Deere & Co Stock (DE) 0.0 $307k 917.00 334.79
Idexx Labs Stock (IDXX) 0.0 $304k 489.00 621.68
Sherwin Williams Stock (SHW) 0.0 $302k 1.1k 279.63
Northrop Grumman Corp Stock (NOC) 0.0 $299k 831.00 359.81
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $299k 6.5k 46.34
Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL) 0.0 $298k 11k 27.86
Etsy Stock (ETSY) 0.0 $298k 1.4k 207.67
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $294k 919.00 319.91
Cigna Corp Stock (CI) 0.0 $291k 1.5k 200.14
Grainger W W Stock (GWW) 0.0 $288k 732.00 393.44
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $284k 1.2k 236.47
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $281k 2.5k 112.04
Steris Plc Shs Usd Stock (STE) 0.0 $280k 1.4k 203.93
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $279k 2.6k 107.51
Epam Sys Stock (EPAM) 0.0 $278k 487.00 570.84
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $276k 4.1k 67.50
Eaton Corp Stock (ETN) 0.0 $276k 1.9k 149.19
Ameriprise Finl Stock (AMP) 0.0 $273k 1.0k 264.28
Philip Morris Intl Stock (PM) 0.0 $273k 2.9k 94.92
Intercontinental Exchange Stock (ICE) 0.0 $272k 2.4k 114.86
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $269k 3.4k 80.23
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $269k 560.00 480.36
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $261k 5.2k 50.56
Air Prods & Chems Stock (APD) 0.0 $260k 1.0k 255.91
Tyler Technologies Stock (TYL) 0.0 $259k 564.00 459.22
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP) 0.0 $254k 9.8k 25.97
Broadcom Stock (AVGO) 0.0 $253k 521.00 485.60
Montrose Environmental Group I Stock (MEG) 0.0 $251k 4.1k 61.81
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.0 $250k 4.0k 62.50
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $250k 2.5k 100.00
Monster Beverage Corp Stock (MNST) 0.0 $249k 2.8k 88.77
Southern Stock (SO) 0.0 $249k 4.0k 61.97
Burlington Stores Stock (BURL) 0.0 $248k 876.00 283.11
Square Inc Cl A Stock (XYZ) 0.0 $247k 1.0k 239.81
Dow Stock (DOW) 0.0 $246k 4.3k 57.61
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $246k 4.5k 54.36
Hartford Finl Svcs Group Stock (HIG) 0.0 $243k 3.5k 70.39
Hubspot Stock (HUBS) 0.0 $242k 358.00 675.98
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 0.0 $241k 11k 21.09
Ishares U.s. Financials Etf Etf (IYF) 0.0 $240k 2.9k 82.47
American Tower Corp Reit (AMT) 0.0 $239k 901.00 265.26
Marsh & Mclennan Cos Stock (MMC) 0.0 $239k 1.6k 151.27
Quanta Svcs Stock (PWR) 0.0 $239k 2.1k 113.81
Masimo Corp Stock (MASI) 0.0 $234k 863.00 271.15
Idex Corp Stock (IEX) 0.0 $231k 1.1k 207.17
Ing Groep Adr (ING) 0.0 $231k 16k 14.52
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $227k 1.5k 149.64
Raymond James Finl Stock (RJF) 0.0 $224k 2.4k 92.30
Eversource Energy Stock (ES) 0.0 $223k 2.7k 81.93
Marvell Technology Stock (MRVL) 0.0 $223k 3.7k 60.25
Ametek Stock (AME) 0.0 $222k 1.8k 123.95
Alibaba Group Hldg Adr (BABA) 0.0 $221k 1.5k 147.93
Oreilly Automotive Stock (ORLY) 0.0 $218k 356.00 612.36
Middlefield Banc Corp Stock (MBCN) 0.0 $213k 9.0k 23.79
Blackline Stock (BL) 0.0 $213k 1.8k 118.14
Eog Res Stock (EOG) 0.0 $209k 2.6k 80.38
Invesco Bulletshares 2023 Municipal Bond Etf Etf 0.0 $208k 8.1k 25.60
Johnson Ctls Intl Stock (JCI) 0.0 $203k 3.0k 68.14
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $190k 11k 17.11
Zynga Inc Cl A Stock 0.0 $105k 14k 7.51
Evofem Biosciences Stock 0.0 $9.0k 12k 0.75
General Moly Stock 0.0 $0 12k 0.00