YHB Investment Advisors

YHB Investment Advisors as of Dec. 31, 2021

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 311 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.1 $77M 434k 177.57
Microsoft Corp Stock (MSFT) 5.0 $63M 186k 336.32
Amazon Stock (AMZN) 3.1 $40M 12k 3334.31
Thermo Fisher Scientific Stock (TMO) 3.0 $37M 56k 667.24
Danaher Corporation Stock (DHR) 2.5 $31M 94k 329.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.3 $29M 10k 2893.60
Costco Whsl Corp Stock (COST) 2.3 $29M 51k 567.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $28M 9.5k 2897.04
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.9 $25M 82k 299.00
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.7 $21M 207k 101.56
Visa Inc Com Cl A Stock (V) 1.7 $21M 96k 216.71
Disney Stock (DIS) 1.5 $19M 120k 154.89
Intuit Stock (INTU) 1.4 $18M 28k 643.22
Unitedhealth Group Stock (UNH) 1.4 $18M 36k 502.15
Ishares S&p Midcap Fund Etf (IJH) 1.4 $18M 62k 283.08
Home Depot Stock (HD) 1.4 $17M 42k 415.01
Meta Platforms Inc Cl A Stock (META) 1.3 $17M 50k 336.34
Ecolab Stock (ECL) 1.3 $16M 70k 234.59
Nike Inc Cl B Stock (NKE) 1.2 $16M 93k 166.67
Pepsico Stock (PEP) 1.2 $15M 88k 173.71
Stryker Corporation Stock (SYK) 1.1 $14M 53k 267.17
Paypal Hldgs Stock (PYPL) 1.1 $13M 71k 188.57
Aon Plc Shs Cl A Stock (AON) 1.0 $12M 41k 300.56
Comcast Corp New Cl A Stock (CMCSA) 0.9 $12M 237k 50.33
Ishares S&p Small-cap Fund Etf (IJR) 0.9 $12M 103k 114.51
Lam Research Corp Stock 0.9 $12M 16k 719.15
Johnson & Johnson Stock (JNJ) 0.9 $12M 68k 171.07
Spdr S&p 500 Etf Etf (SPY) 0.9 $11M 24k 474.94
Intuitive Surgical Stock (ISRG) 0.9 $11M 31k 359.29
Amgen Stock (AMGN) 0.9 $11M 49k 224.97
Nextera Energy Stock (NEE) 0.9 $11M 115k 93.36
Union Pac Corp Stock (UNP) 0.8 $11M 42k 251.92
Mcdonalds Corp Stock (MCD) 0.8 $10M 39k 268.06
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.8 $10M 104k 96.61
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $9.8M 117k 83.67
United Rentals Stock (URI) 0.8 $9.8M 29k 332.28
Cvs Health Corp Stock (CVS) 0.8 $9.5M 92k 103.16
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $9.3M 57k 163.76
Oracle Corp Stock (ORCL) 0.7 $8.8M 100k 87.21
Tjx Cos Stock (TJX) 0.7 $8.5M 112k 75.92
Morgan Stanley Stock (MS) 0.7 $8.4M 86k 98.15
Becton Dickinson & Co Stock (BDX) 0.7 $8.4M 33k 251.47
Amphenol Corp New Cl A Stock (APH) 0.6 $8.2M 93k 87.46
Paychex Stock (PAYX) 0.6 $8.1M 59k 136.49
Morningstar Stock (MORN) 0.6 $7.9M 23k 342.01
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $7.4M 16k 476.99
Honeywell Intl Stock (HON) 0.6 $7.0M 34k 208.51
Fortive Corp Stock (FTV) 0.6 $6.9M 91k 76.29
Cme Group Stock (CME) 0.5 $6.9M 30k 228.47
Raytheon Technologies Corp Stock (RTX) 0.5 $6.9M 80k 86.06
Ishares Russell 2000 Etf Etf (IWM) 0.5 $6.9M 31k 222.45
Procter And Gamble Stock (PG) 0.5 $6.7M 41k 163.58
Goldman Sachs Group Stock (GS) 0.5 $6.7M 18k 382.57
Zoetis Inc Cl A Stock (ZTS) 0.5 $6.4M 26k 244.02
Netflix Stock (NFLX) 0.5 $6.1M 10k 602.48
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.5 $6.1M 75k 81.26
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.5 $5.9M 268k 21.90
Edwards Lifesciences Corp Stock (EW) 0.5 $5.8M 45k 129.56
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $5.7M 35k 165.25
Prologis Reit (PLD) 0.4 $5.6M 33k 168.35
Yum Brands Stock (YUM) 0.4 $5.5M 40k 138.86
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $5.4M 53k 102.40
Church & Dwight Stock (CHD) 0.4 $5.4M 52k 102.50
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $5.1M 63k 80.43
Truist Finl Corp Stock (TFC) 0.4 $5.0M 86k 58.55
Pfizer Stock (PFE) 0.4 $5.0M 84k 59.06
General Electric Stock (GE) 0.4 $4.9M 52k 94.47
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $4.8M 95k 50.48
Abbvie Stock (ABBV) 0.4 $4.8M 35k 135.40
Schwab U.s. Tips Etf Etf (SCHP) 0.4 $4.7M 76k 62.88
Vanguard S&p 500 Etf Etf (VOO) 0.4 $4.7M 11k 436.53
Carlisle Cos Stock (CSL) 0.4 $4.7M 19k 248.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $4.6M 57k 80.83
Anthem Stock (ELV) 0.4 $4.5M 9.7k 463.51
Citigroup Stock (C) 0.3 $4.4M 73k 60.39
Hilton Worldwide Hldgs Stock (HLT) 0.3 $4.4M 28k 155.99
Colgate Palmolive Stock (CL) 0.3 $4.2M 49k 85.35
Spdr Gold Shares Etf (GLD) 0.3 $4.1M 24k 170.95
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.3 $4.1M 89k 45.63
Us Bancorp Del Stock (USB) 0.3 $4.1M 72k 56.16
Fidelity Natl Information Svcs Stock (FIS) 0.3 $4.0M 37k 109.16
Linde Stock 0.3 $4.0M 12k 346.43
Wells Fargo Stock (WFC) 0.3 $3.9M 81k 47.98
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $3.9M 72k 53.88
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.3 $3.8M 180k 21.16
Fastenal Stock (FAST) 0.3 $3.8M 59k 64.06
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $3.7M 44k 84.08
Cummins Stock (CMI) 0.3 $3.7M 17k 218.15
Ebay Stock (EBAY) 0.3 $3.6M 55k 66.50
Schwab International Equity Etf Etf (SCHF) 0.3 $3.4M 87k 38.87
Yum China Hldgs Stock (YUMC) 0.3 $3.4M 68k 49.84
Jpmorgan Chase & Co Stock (JPM) 0.3 $3.3M 21k 158.34
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.2M 49k 66.30
Invesco Qqq Trust Etf (QQQ) 0.3 $3.2M 8.1k 397.90
Schwab U.s. Broad Market Etf Etf (SCHB) 0.3 $3.2M 28k 113.01
Walmart Stock (WMT) 0.3 $3.2M 22k 144.69
Essential Utils Stock (WTRG) 0.2 $3.1M 58k 53.68
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.2 $3.1M 19k 161.11
Woodward Stock (WWD) 0.2 $3.0M 27k 109.48
Dollar Gen Corp Stock (DG) 0.2 $3.0M 13k 235.86
Medtronic Stock (MDT) 0.2 $3.0M 29k 103.44
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $2.9M 59k 48.85
Invesco Bulletshares 2024 Corporate Bond Etf Etf 0.2 $2.8M 129k 21.83
Aflac Stock (AFL) 0.2 $2.7M 47k 58.40
Invesco Bulletshares 2023 Corporate Bond Etf Etf 0.2 $2.7M 128k 21.46
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.7M 53k 51.06
Capital One Finl Corp Stock (COF) 0.2 $2.6M 18k 145.07
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.5M 35k 72.46
Lowes Cos Stock (LOW) 0.2 $2.5M 9.8k 258.52
Align Technology Stock (ALGN) 0.2 $2.4M 3.7k 657.15
Invesco Ultra Short Duration Etf Etf (GSY) 0.2 $2.4M 48k 50.30
Ishares National Muni Bond Etf Etf (MUB) 0.2 $2.4M 21k 116.27
Carrier Global Corporation Stock (CARR) 0.2 $2.4M 44k 54.24
Dish Network Corporation Cl A Stock 0.2 $2.4M 74k 32.44
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.4M 43k 54.91
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.3M 79k 29.62
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $2.3M 20k 114.09
Cisco Sys Stock (CSCO) 0.2 $2.3M 36k 63.38
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $2.3M 21k 107.36
Citrix Sys Stock 0.2 $2.2M 23k 94.57
General Mtrs Stock (GM) 0.2 $2.2M 38k 58.63
Abiomed Stock 0.2 $2.1M 5.9k 359.13
Chevron Corp Stock (CVX) 0.2 $2.1M 18k 117.35
L3harris Technologies Stock (LHX) 0.2 $2.1M 9.9k 213.29
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $2.1M 8.7k 241.46
Blackrock Stock 0.2 $2.1M 2.3k 915.35
Invesco Bulletshares 2022 Corporate Bond Etf Etf 0.2 $2.1M 97k 21.39
Exxon Mobil Corp Stock (XOM) 0.2 $2.1M 34k 61.20
Illinois Tool Wks Stock (ITW) 0.2 $2.1M 8.3k 246.76
Charter Communications Inc New Cl A Stock (CHTR) 0.2 $2.0M 3.1k 651.91
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $2.0M 21k 95.16
Bristol-myers Squibb Stock (BMY) 0.2 $1.9M 31k 62.34
Ishares Msci Eafe Etf Etf (EFA) 0.2 $1.9M 24k 78.69
Starbucks Corp Stock (SBUX) 0.2 $1.9M 16k 116.97
Stanley Black & Decker Stock (SWK) 0.1 $1.9M 10k 188.62
Otis Worldwide Corp Stock (OTIS) 0.1 $1.9M 22k 87.08
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $1.9M 47k 39.42
Waste Mgmt Inc Del Stock (WM) 0.1 $1.9M 11k 166.94
Pimco Short Term Municipal Bond Active Exchange-traded Fund Etf (SMMU) 0.1 $1.8M 36k 51.24
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $1.8M 24k 74.66
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.8M 21k 85.24
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.1 $1.7M 79k 21.55
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.1 $1.7M 34k 50.39
Ishares Tips Bond Etf Etf (TIP) 0.1 $1.7M 13k 129.21
First Trust Nasdaq Artificial Intelligence And Robotics Etf Etf (ROBT) 0.1 $1.6M 30k 54.91
Etfmg Prime Cyber Security Etf Etf 0.1 $1.6M 26k 61.21
Willis Towers Watson Stock (WTW) 0.1 $1.6M 6.8k 237.50
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.6M 7.2k 220.99
Aercap Holdings Nv Stock (AER) 0.1 $1.6M 24k 65.43
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.5M 22k 71.22
3M Stock (MMM) 0.1 $1.5M 8.3k 177.70
Intel Corp Stock (INTC) 0.1 $1.5M 29k 51.51
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $1.4M 16k 88.69
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.4M 15k 92.22
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.4M 39k 36.49
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.1 $1.3M 8.4k 160.93
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.3M 3.5k 359.28
Mckesson Corp Stock (MCK) 0.1 $1.2M 5.0k 248.65
Automatic Data Processing Stock (ADP) 0.1 $1.2M 4.9k 246.59
American Express Stock (AXP) 0.1 $1.2M 7.2k 163.60
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.2M 13k 92.83
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $1.1M 6.6k 171.74
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.1M 9.9k 113.84
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $1.1M 18k 61.29
Coca Cola Stock (KO) 0.1 $1.0M 17k 59.20
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $1.0M 21k 49.44
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $1.0M 12k 81.49
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $975k 12k 84.74
Merck & Co Stock (MRK) 0.1 $972k 13k 76.67
Abbott Labs Stock (ABT) 0.1 $964k 6.9k 140.67
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $949k 23k 41.48
Salesforce Stock (CRM) 0.1 $924k 3.6k 254.06
Lincoln Elec Hldgs Stock (LECO) 0.1 $888k 6.4k 139.43
Emerson Elec Stock (EMR) 0.1 $859k 9.2k 92.96
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.1 $854k 16k 52.85
Vulcan Matls Stock (VMC) 0.1 $850k 4.1k 207.67
Proshares Ultra Silver Etf (AGQ) 0.1 $811k 23k 34.73
Verizon Stock (VZ) 0.1 $787k 15k 51.97
Gilead Sciences Stock (GILD) 0.1 $785k 11k 72.62
Phillips 66 Stock (PSX) 0.1 $761k 11k 72.50
Target Corp Stock (TGT) 0.1 $748k 3.2k 231.51
Bk Of America Corp Stock (BAC) 0.1 $748k 17k 44.51
Tesla Stock (TSLA) 0.1 $746k 706.00 1056.66
Upwork Stock (UPWK) 0.1 $718k 21k 34.18
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.1 $716k 32k 22.69
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $703k 2.3k 305.79
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $689k 7.7k 89.48
Renaissance Ipo Etf Etf (IPO) 0.1 $681k 12k 57.84
Equinix Reit (EQIX) 0.1 $644k 761.00 846.25
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $637k 5.3k 120.35
Chipotle Mexican Grill Stock (CMG) 0.1 $636k 364.00 1747.25
Applied Matls Stock (AMAT) 0.1 $634k 4.0k 157.36
Ark Innovation Etf Etf (ARKK) 0.1 $633k 6.7k 94.60
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $632k 8.8k 71.58
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $632k 5.6k 112.08
Nvidia Corporation Stock (NVDA) 0.0 $623k 2.1k 294.15
Norfolk Southn Corp Stock (NSC) 0.0 $606k 2.0k 297.94
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $596k 10k 59.84
Fedex Corp Stock (FDX) 0.0 $592k 2.3k 258.52
Invesco Global Water Etf Etf (PIO) 0.0 $589k 14k 43.44
Spdr S&p Dividend Etf Etf (SDY) 0.0 $579k 4.5k 129.18
Qualcomm Stock (QCOM) 0.0 $561k 3.1k 182.74
At&t Stock (T) 0.0 $546k 22k 24.61
Adobe Systems Incorporated Stock (ADBE) 0.0 $531k 937.00 566.70
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $519k 9.4k 55.48
Peoples United Financial Stock 0.0 $513k 29k 17.83
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $512k 7.0k 73.03
Pool Corp Stock (POOL) 0.0 $509k 899.00 566.18
D R Horton Stock (DHI) 0.0 $509k 4.7k 108.37
Regeneron Pharmaceuticals Stock (REGN) 0.0 $507k 803.00 631.38
Lilly Eli & Co Stock (LLY) 0.0 $505k 1.8k 276.11
Vanguard Growth Index Fund Etf (VUG) 0.0 $500k 1.6k 320.72
Skyworks Solutions Stock (SWKS) 0.0 $498k 3.2k 155.14
Copart Stock (CPRT) 0.0 $490k 3.2k 151.47
Trane Technologies Stock (TT) 0.0 $457k 2.3k 202.21
Toronto Dominion Bk Ont Stock (TD) 0.0 $444k 5.8k 76.68
Servicenow Stock (NOW) 0.0 $443k 683.00 648.61
Kimberly-clark Corp Stock (KMB) 0.0 $442k 3.1k 142.86
Keysight Technologies Stock (KEYS) 0.0 $440k 2.1k 206.67
Cerner Corp Stock 0.0 $434k 4.7k 92.93
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $433k 11k 39.04
Texas Instrs Stock (TXN) 0.0 $425k 2.3k 188.47
Transdigm Group Stock (TDG) 0.0 $422k 664.00 635.54
Iac Interactivecorp Stock (IAC) 0.0 $416k 3.2k 130.57
Novartis Adr (NVS) 0.0 $413k 4.7k 87.54
Boeing Stock (BA) 0.0 $412k 2.0k 201.37
Discover Finl Svcs Stock 0.0 $404k 3.5k 115.43
Csx Corp Stock (CSX) 0.0 $400k 11k 37.58
Crown Castle Intl Corp Reit (CCI) 0.0 $391k 1.9k 208.53
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $385k 929.00 414.42
Lpl Finl Hldgs Stock (LPLA) 0.0 $381k 2.4k 160.08
Fiserv Stock (FI) 0.0 $379k 3.7k 103.72
Sherwin Williams Stock (SHW) 0.0 $373k 1.1k 352.55
Grainger W W Stock (GWW) 0.0 $371k 715.00 518.88
Ameriprise Finl Stock (AMP) 0.0 $363k 1.2k 301.75
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.0 $359k 9.7k 36.87
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $359k 5.6k 63.60
Caterpillar Stock (CAT) 0.0 $359k 1.7k 206.80
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $354k 4.4k 80.91
Idexx Labs Stock (IDXX) 0.0 $354k 538.00 657.99
Dupont De Nemours Stock (DD) 0.0 $353k 4.4k 80.76
Broadcom Stock (AVGO) 0.0 $347k 521.00 666.03
Trimble Stock (TRMB) 0.0 $342k 3.9k 87.18
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $342k 660.00 518.18
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $340k 5.7k 59.24
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $336k 2.4k 138.84
Shopify Inc Cl A Stock (SHOP) 0.0 $333k 242.00 1376.03
International Business Machs Stock (IBM) 0.0 $332k 2.5k 133.49
Steris Plc Shs Usd Stock (STE) 0.0 $332k 1.4k 243.05
Duke Energy Corp Stock (DUK) 0.0 $331k 3.2k 105.01
Marvell Technology Stock (MRVL) 0.0 $324k 3.7k 87.54
Intercontinental Exchange Stock (ICE) 0.0 $322k 2.4k 136.67
Post Hldgs Stock (POST) 0.0 $320k 2.8k 112.68
Eaton Corp Stock (ETN) 0.0 $320k 1.9k 172.97
Price T Rowe Group Stock (TROW) 0.0 $319k 1.6k 196.43
Cigna Corp Stock (CI) 0.0 $319k 1.4k 229.50
Northrop Grumman Corp Stock (NOC) 0.0 $316k 817.00 386.78
Deere & Co Stock (DE) 0.0 $314k 917.00 342.42
Etsy Stock (ETSY) 0.0 $314k 1.4k 219.27
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $313k 3.7k 84.48
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $312k 6.3k 49.25
Air Prods & Chems Stock (APD) 0.0 $309k 1.0k 304.13
Epam Sys Stock (EPAM) 0.0 $307k 460.00 667.39
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $306k 1.2k 254.36
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.0 $305k 6.1k 50.00
Tyler Technologies Stock (TYL) 0.0 $301k 560.00 537.50
Burlington Stores Stock (BURL) 0.0 $297k 1.0k 291.46
Southern Stock (SO) 0.0 $296k 4.3k 68.61
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $294k 1.8k 167.71
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $289k 2.5k 115.23
Montrose Environmental Group I Stock (MEG) 0.0 $286k 4.1k 70.43
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $278k 3.8k 73.10
Vanguard Real Estate Etf Etf (VNQ) 0.0 $277k 2.4k 116.05
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.0 $275k 4.1k 67.90
Generac Hldgs Stock (GNRC) 0.0 $273k 776.00 351.80
Monster Beverage Corp Stock (MNST) 0.0 $269k 2.8k 95.90
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $264k 5.2k 51.14
Eog Res Stock (EOG) 0.0 $264k 3.0k 88.68
American Tower Corp Reit (AMT) 0.0 $264k 903.00 292.36
Marsh & Mclennan Cos Stock (MMC) 0.0 $264k 1.5k 173.68
Idex Corp Stock (IEX) 0.0 $262k 1.1k 236.25
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $260k 1.5k 173.68
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $260k 3.4k 77.54
Ametek Stock (AME) 0.0 $259k 1.8k 147.16
Ishares U.s. Financials Etf Etf (IYF) 0.0 $257k 3.0k 86.82
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP) 0.0 $254k 9.8k 25.97
Masimo Corp Stock (MASI) 0.0 $251k 859.00 292.20
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 0.0 $251k 12k 20.95
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $250k 2.5k 100.00
Oreilly Automotive Stock (ORLY) 0.0 $249k 353.00 705.38
Eversource Energy Stock (ES) 0.0 $248k 2.7k 91.11
Philip Morris Intl Stock (PM) 0.0 $245k 2.6k 94.81
Johnson Ctls Intl Stock (JCI) 0.0 $242k 3.0k 81.24
Axon Enterprise Stock (AXON) 0.0 $241k 1.5k 157.11
Quanta Svcs Stock (PWR) 0.0 $241k 2.1k 114.76
Raymond James Finl Stock (RJF) 0.0 $241k 2.4k 100.54
Dow Stock (DOW) 0.0 $237k 4.2k 56.74
Advanced Drain Sys Inc Del Stock (WMS) 0.0 $236k 1.7k 135.87
Ipath Shiller Cape Etn Etf 0.0 $235k 10k 22.73
Centene Corp Del Stock (CNC) 0.0 $233k 2.8k 82.33
Hartford Finl Svcs Group Stock (HIG) 0.0 $230k 3.3k 69.13
Ing Groep Adr (ING) 0.0 $222k 16k 13.95
Middlefield Banc Corp Stock (MBCN) 0.0 $222k 9.0k 24.80
Verisk Analytics Stock (VRSK) 0.0 $219k 957.00 228.84
Tractor Supply Stock (TSCO) 0.0 $216k 906.00 238.41
Invesco Bulletshares 2023 Municipal Bond Etf Etf 0.0 $208k 8.1k 25.60
Entergy Corp Stock (ETR) 0.0 $206k 1.8k 112.51
Hershey Stock (HSY) 0.0 $203k 1.1k 193.33
Altria Group Stock (MO) 0.0 $201k 4.2k 47.45
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $197k 11k 17.74
General Moly Stock 0.0 $0 12k 0.00