Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fernwood Investment Management

Latest statistics and disclosures from Fernwood Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are TPL, IVV, AAPL, META, MGK, and represent 17.44% of Fernwood Investment Management's stock portfolio.
Added to shares of these 10 stocks: TPL (+$9.5M), IYK, ESTC, IJH, GNRC, JEPI, AMD, PLRX, ORLY, DGRO.
Started 526 new stock positions in MTSI, NEM, CHKP, PATH, IJR, NXRT, IYW, ESML, Ciso Global, GLV.
Reduced shares in these 10 stocks: JSPR (-$13M), , AAPL, NVDA, MSFT, V, QQQ, GOOGL, ACN, GOOG.
Sold out of its positions in Cerberus Cyber Sentinel Corp, ImmunoGen.
Fernwood Investment Management was a net buyer of stock by $20M.
Fernwood Investment Management has $344M in assets under management (AUM), dropping by 13.29%.
Central Index Key (CIK): 0001570296

Tip: Access up to 7 years of quarterly data

Positions held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Fernwood Investment Management

Fernwood Investment Management holds 718 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Fernwood Investment Management has 718 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fernwood Investment Management March 31, 2024 positions
Download the Fernwood Investment Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Texas Pacific Land Corporation Stock (TPL)	4.1	$14M	+201%	25k	578.50	View chart
Ishares S&p 500 Index Etf (IVV)	3.8	$13M		25k	525.73	View chart
Apple Stock (AAPL)	3.6	$13M	-11%	73k	170.65	View chart
Meta Platforms Inc Cl A Stock (META)	3.0	$10M		21k	485.58	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	2.9	$9.8M		34k	286.61	View chart
Amazon.com Stock (AMZN)	2.4	$8.4M		47k	177.15	View chart
Mongodb Inc Cl A Stock (MDB)	2.2	$7.6M		21k	357.71	View chart
Bridgebio Pharma Stock (BBIO)	2.2	$7.6M	+4%	245k	30.92	View chart
Microsoft Stock (MSFT)	2.1	$7.3M	-16%	19k	391.99	View chart
Eli Lilly & Co Stock (LLY)	2.1	$7.3M	-2%	9.4k	777.96	View chart
Nvidia Corporation Stock (NVDA)	2.1	$7.3M	-16%	8.1k	897.38	View chart
Alphabet Inc Class A Stock (GOOGL)	2.1	$7.1M	-6%	48k	147.67	View chart
Pliant Therapeutics Stock (PLRX)	1.9	$6.7M	+5%	448k	14.90	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.7	$5.8M	+5%	100k	58.06	View chart
Msci Stock (MSCI)	1.7	$5.8M		10k	560.44	View chart
Ishares Dow Jones Us Consumer Goods Etf (IYK)	1.6	$5.3M	+200%	79k	67.63	View chart
Ares Capital Corp Cef (ARCC)	1.5	$5.0M		240k	20.82	View chart
Visa Stock (V)	1.2	$4.1M	-11%	15k	272.33	View chart
Chipotle Mexican Grill Stock (CMG)	1.1	$3.9M		1.4k	2906.77	View chart
Cvs Health Corp Stock (CVS)	1.0	$3.6M	-11%	45k	79.76	View chart
Marvell Technology Stock (MRVL)	1.0	$3.6M	-4%	51k	70.88	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$3.5M	-11%	25k	144.38	View chart
Axon Enterprise Stock (AXON)	1.0	$3.5M	-7%	11k	312.88	View chart
Union Pac Corp Stock (UNP)	1.0	$3.5M		14k	245.92	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.9	$3.2M	+373%	53k	60.74	View chart
Altria Group Stock (MO)	0.9	$3.1M	+3%	71k	43.62	View chart
Philip Morris Intl Stock (PM)	0.9	$3.0M		33k	91.62	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.8	$2.9M		14k	210.30	View chart
Phillips 66 Stock (PSX)	0.8	$2.8M		17k	163.34	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$2.7M	-13%	9.5k	288.03	View chart
Johnson & Johnson Stock (JNJ)	0.8	$2.6M	-6%	17k	157.78	View chart
Elastic N V Ord Stock (ESTC)	0.8	$2.6M	NEW	26k	100.24	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$2.6M		22k	116.11	View chart
Cencora Stock (COR)	0.7	$2.6M	-5%	11k	242.99	View chart
Abbvie Stock (ABBV)	0.7	$2.5M	-4%	14k	180.02	View chart
O Reilly Automotive Stock (ORLY)	0.7	$2.5M	+15%	2.2k	1128.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.7	$2.3M	-17%	7.0k	334.05	View chart
Generac Hldgs Stock (GNRC)	0.7	$2.3M	+348%	19k	126.14	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.7	$2.3M		8.6k	271.78	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.7	$2.3M	+8%	31k	73.15	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.6	$2.2M		6.9k	320.59	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.6	$2.2M	+16%	34k	64.15	View chart
Energy Select Sector Spdr Etf (XLE)	0.6	$2.0M	+5%	21k	94.13	View chart
Ishares Dj Select Dividend Etf (DVY)	0.6	$1.9M		16k	123.18	View chart
Health Care Select Sector Spdr Etf (XLV)	0.5	$1.8M		12k	147.73	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$1.8M	-7%	183k	9.94	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.5	$1.8M	-2%	61k	29.53	View chart
Golar Lng Ltd Shs Isin Bmg9456a1009 Stock (GLNG)	0.5	$1.8M	+4%	75k	24.06	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.5	$1.8M		36k	50.10	View chart
Mcdonalds Corp Stock (MCD)	0.5	$1.8M		6.3k	281.95	View chart
Mdu Res Group Stock (MDU)	0.5	$1.8M	-2%	70k	25.20	View chart
Conocophillips Stock (COP)	0.5	$1.8M		14k	127.28	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.5	$1.7M		16k	105.80	View chart
Medtronic Stock (MDT)	0.5	$1.7M	-2%	19k	87.12	View chart
Dayforce Stock (DAY)	0.5	$1.7M		25k	66.21	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.6M		3.8k	417.53	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$1.5M	+5%	45k	34.29	View chart
Relay Therapeutics Stock (RLAY)	0.4	$1.5M		186k	8.30	View chart
Cboe Global Mkts Stock (CBOE)	0.4	$1.5M		8.1k	183.73	View chart
Disney Walt Stock (DIS)	0.4	$1.5M		12k	122.36	View chart
Jasper Therapeuritc Stock (JSPR)	0.4	$1.5M	-90%	50k	29.36	View chart
Yum Brands Stock (YUM)	0.4	$1.4M		11k	138.65	View chart
Safety Insurance Group In Stock (SAFT)	0.4	$1.4M		17k	82.19	View chart
Boston Scientific Corp Stock (BSX)	0.4	$1.4M	-6%	20k	68.49	View chart
Neogenomics Stock (NEO)	0.4	$1.3M	+11%	85k	15.72	View chart
Universal Display Corp Stock (OLED)	0.4	$1.3M		7.9k	168.45	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.3M		2.00	634440.00	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.4	$1.2M		6.6k	184.52	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.3	$1.2M		11k	109.17	View chart
Tesla Motors Stock (TSLA)	0.3	$1.2M		6.6k	175.96	View chart
Global X Cloud Computing Etf Etf (CLOU)	0.3	$1.2M	+3%	53k	21.75	View chart
Sba Communications Cp Reit (SBAC)	0.3	$1.1M		5.2k	216.70	View chart
Technology Select Sector Spdr Etf (XLK)	0.3	$1.1M		5.3k	208.27	View chart
Gilead Sciences Stock (GILD)	0.3	$1.1M	-20%	15k	73.25	View chart
Yum China Hldgs Stock (YUMC)	0.3	$1.1M	-9%	27k	39.79	View chart
Skyworks Solutions Stock (SWKS)	0.3	$1.0M		9.6k	108.32	View chart
Emqq The Emerging Markets Internet & Ecommerce Etf Etf (EMQQ)	0.3	$1.0M	-3%	33k	31.31	View chart
Kenvue Stock (KVUE)	0.3	$1.0M		48k	21.46	View chart
Kellanova Stock (K)	0.3	$1.0M	-2%	18k	57.29	View chart
Walmart Stock (WMT)	0.3	$1.0M	+14%	11k	89.46	View chart
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Etf (BIL)	0.3	$989k		11k	91.80	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.3	$987k		32k	30.83	View chart
Alphatec Hldgs Stock (ATEC)	0.3	$979k	-13%	71k	13.79	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$949k	+4%	5.8k	164.35	View chart
Home Depot Stock (HD)	0.3	$912k	-14%	2.4k	383.60	View chart
Sl Green Rlty Corp Reit (SLG)	0.2	$852k		15k	55.13	View chart
Danaher Corp Stock (DHR)	0.2	$786k	-19%	3.1k	249.72	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$776k		2.3k	337.05	View chart
American Airls Group Stock (AAL)	0.2	$771k		50k	15.35	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$759k		14k	53.34	View chart
Williams Cos Stock (WMB)	0.2	$740k		19k	38.97	View chart
Caterpillar Stock (CAT)	0.2	$736k	-23%	2.0k	366.43	View chart
Hawaiian Elec Industries Stock (HE)	0.2	$721k	+30%	64k	11.27	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$717k	-10%	9.3k	76.81	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$703k		8.3k	84.44	View chart
Cytokinetics Stock (CYTK)	0.2	$701k		10k	70.11	View chart
Waters Cp Stock (WAT)	0.2	$697k		2.0k	344.23	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$693k		4.7k	148.63	View chart
Corteva Stock (CTVA)	0.2	$677k		12k	57.67	View chart
Horizon Kinetics Inflation Beneficiaries ETF Etf (INFL)	0.2	$667k	+17%	21k	32.56	View chart
Harley Davidson Stock (HOG)	0.2	$665k		15k	43.74	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$664k	+57%	15k	43.04	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	0.2	$664k		7.0k	94.86	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$651k		31k	21.15	View chart
Verint Sys Stock (VRNT)	0.2	$648k	-7%	20k	33.15	View chart
Biogen Idec Stock (BIIB)	0.2	$622k		2.9k	215.63	View chart
Jackson Financial Inc Com Cl A Stock (JXN)	0.2	$613k	-4%	9.3k	66.14	View chart
Hershey Stock (HSY)	0.2	$608k	-3%	3.1k	194.50	View chart
John Hancock Multifactor Large Cap Etf Etf (JHML)	0.2	$601k		9.3k	64.76	View chart
Unitedhealth Group Stock (UNH)	0.2	$597k	-5%	1.2k	494.70	View chart
Revolution Medicines Stock (RVMD)	0.2	$596k	+2%	19k	32.23	View chart
Conagra Brands Stock (CAG)	0.2	$596k		20k	29.64	View chart
Abbott Labs Stock (ABT)	0.2	$591k		5.2k	113.58	View chart
Paypal Hldgs Stock (PYPL)	0.2	$588k		8.8k	66.99	View chart
Trane Technologies Stock (TT)	0.2	$582k	+2%	1.9k	300.20	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.2	$582k		3.2k	183.89	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.2	$572k	-3%	469.00	1219.35	View chart
Netflix Stock (NFLX)	0.2	$569k	-12%	937.00	607.01	View chart
Nucor Corp Stock (NUE)	0.2	$556k		2.8k	197.90	View chart
Sphere Entertainment Co Cl A Stock (SPHR)	0.2	$555k		11k	49.08	View chart
Wisdomtree Emerging Markets Equity Income Etf Etf (DEM)	0.2	$555k		13k	41.84	View chart
Openlane Stock (KAR)	0.2	$548k		32k	17.29	View chart
Pfizer Stock (PFE)	0.2	$548k	-31%	17k	32.24	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$531k		3.9k	137.22	View chart
Mastercard Stock (MA)	0.2	$531k	-2%	1.1k	478.37	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.2	$530k	NEW	9.2k	57.86	View chart
Illumina Stock (ILMN)	0.2	$529k	-7%	3.9k	137.32	View chart
Hancock John Tax-advantaged Di Cef (HTD)	0.2	$522k	+74%	27k	19.66	View chart
Civitas Resources Stock (CIVI)	0.2	$521k		6.9k	75.91	View chart
Goldman Sachs Activebeta U.s. Small Cap Equity Etf Etf (GSSC)	0.2	$516k	+35%	7.9k	65.55	View chart
Honeywell Intl Stock (HON)	0.1	$509k		2.5k	205.25	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$499k		14k	35.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$497k		2.8k	179.11	View chart
Lyondellbasell Stock (LYB)	0.1	$488k		4.8k	102.28	View chart
Workday Stock (WDAY)	0.1	$479k		1.8k	272.75	View chart
Dupont De Nemours Stock (DD)	0.1	$453k		5.9k	76.67	View chart
Uber Technologies Stock (UBER)	0.1	$449k	+39%	5.8k	76.99	View chart
Rtx Corporation Stock (RTX)	0.1	$426k		4.4k	97.52	View chart
Trupanion Stock (TRUP)	0.1	$414k		15k	27.61	View chart
Knife River Corp Stock (KNF)	0.1	$413k		5.1k	81.08	View chart
Advanced Micro Devices Stock (AMD)	0.1	$412k	NEW	2.3k	180.49	View chart
Tractor Supply Stock (TSCO)	0.1	$410k		1.6k	261.72	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$409k	+2%	11k	35.84	View chart
Gentherm Stock (THRM)	0.1	$406k	-10%	7.0k	57.58	View chart
Dollar Tree Stores Stock (DLTR)	0.1	$392k		2.9k	133.15	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.1	$386k		5.2k	74.59	View chart
Align Technology Stock (ALGN)	0.1	$377k		1.2k	327.92	View chart
Ares Mgmt Stock (ARES)	0.1	$372k		2.8k	132.98	View chart
Dow Stock (DOW)	0.1	$367k		6.3k	57.93	View chart
Madison Square Garden Entmt Com Cl A Stock (MSGE)	0.1	$365k		9.3k	39.21	View chart
Coca Cola Stock (KO)	0.1	$353k		5.8k	61.18	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$350k		3.0k	115.31	View chart
Mettler Toledo Intl Incf Stock (MTD)	0.1	$348k	-10%	261.00	1331.29	View chart
Vontier Corporation Stock (VNT)	0.1	$345k		7.6k	45.36	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$332k	+9%	4.6k	72.36	View chart
Ford Motor Company Stock (F)	0.1	$332k	+149%	25k	13.28	View chart
Oneok Stock (OKE)	0.1	$319k		4.0k	80.17	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$316k	-61%	711.00	444.01	View chart
Goldman Sachs Group Stock (GS)	0.1	$304k		728.00	417.73	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$301k		2.6k	114.14	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$298k		2.7k	110.21	View chart
Cisco Sys Stock (CSCO)	0.1	$295k	-14%	5.9k	50.31	View chart
Spdr Gold Etf Etf (GLD)	0.1	$294k		1.4k	205.72	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$289k	-11%	1.3k	228.59	View chart
Colgate Palmolive Stock (CL)	0.1	$288k		3.2k	90.05	View chart
Horizon Kinetics Energy And Remediation Etf Etf (NVIR)	0.1	$285k	+6%	10k	28.13	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$285k	+15%	1.4k	205.98	View chart
Alps Trust Etf Alerian M Etf (AMLP)	0.1	$283k		6.0k	47.46	View chart
Starbucks Corp Stock (SBUX)	0.1	$279k	-12%	3.0k	91.68	View chart
Ishares Bitcoin Trust Registered Etf	0.1	$278k	NEW	6.9k	40.47	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$277k		12k	22.92	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$277k	+22%	2.9k	94.61	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$269k		5.2k	51.59	View chart
Ctrip.com Intl Ltd American Dep Adr (TCOM)	0.1	$269k	+7%	6.1k	43.89	View chart
Oracle Corporation Stock (ORCL)	0.1	$259k		2.1k	125.61	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$257k	+6%	2.7k	95.62	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$255k		1.0k	254.87	View chart
Brunswick Corp Stock (BC)	0.1	$251k		2.6k	96.52	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$246k		2.9k	84.09	View chart
Ecolab Stock (ECL)	0.1	$233k	NEW	1.0k	230.90	View chart
Vanguard Value Etf Etf (VTV)	0.1	$230k		1.4k	162.86	View chart
Ipg Photonics Corp Stock (IPGP)	0.1	$230k	+4%	2.5k	90.69	View chart
Procter And Gamble Stock (PG)	0.1	$227k		1.4k	162.20	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$227k	NEW	2.6k	87.29	View chart
Chevron Corp Stock (CVX)	0.1	$223k		1.4k	157.80	View chart
Boeing Stock (BA)	0.1	$221k		1.1k	193.16	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$220k		2.7k	82.48	View chart
Dr Reddys Labs Adr (RDY)	0.1	$220k		3.0k	73.35	View chart
Asana Inc Cl A Stock (ASAN)	0.1	$212k	NEW	14k	15.49	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$212k	-3%	1.3k	169.21	View chart
Lowes Cos Stock (LOW)	0.1	$210k	NEW	823.00	254.63	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$205k	NEW	1.0k	200.30	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$200k	NEW	1.7k	120.99	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$200k	NEW	885.00	225.92	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$198k	NEW	6.8k	29.18	View chart
Devon Energy Corp Stock (DVN)	0.1	$197k	NEW	3.9k	50.18	View chart
Expedia Inc Del Stock (EXPE)	0.1	$193k		1.4k	137.75	View chart
Iqvia Hldgs Stock (IQV)	0.1	$190k	NEW	750.00	252.89	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$188k	NEW	2.7k	69.77	View chart
Deckers Outdoor Stock (DECK)	0.1	$188k	NEW	200.00	941.26	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$187k	NEW	705.00	265.12	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$185k	NEW	2.3k	79.86	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.1	$185k	NEW	2.0k	92.44	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.1	$185k	NEW	2.4k	76.36	View chart
Ishares S&p Global Energy Etf (IXC)	0.1	$180k	NEW	4.2k	42.95	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$180k	NEW	985.00	182.55	View chart
Health Care Ppty Invs Reit (DOC)	0.1	$179k	NEW	9.5k	18.75	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$178k	-28%	2.1k	86.48	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$175k	NEW	5.9k	29.46	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$173k	NEW	3.8k	45.41	View chart
Carrier Global Corporation Stock (CARR)	0.0	$169k	NEW	2.9k	58.13	View chart
Applied Matls Stock (AMAT)	0.0	$169k	NEW	817.00	206.23	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.0	$164k	NEW	1.6k	102.76	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$164k	NEW	2.2k	76.00	View chart
F5 Networks Stock (FFIV)	0.0	$161k	NEW	850.00	189.59	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$160k	NEW	632.00	252.31	View chart
Pioneer Natural Resources Stock (PXD)	0.0	$158k	NEW	600.00	262.50	View chart
Idexx Labs Stock (IDXX)	0.0	$157k	NEW	290.00	539.93	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$153k	NEW	3.1k	48.77	View chart
Fortive Corp Stock (FTV)	0.0	$152k	NEW	1.8k	86.02	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.0	$150k	-43%	3.6k	41.52	View chart
Cognyte Software Ltd Ord Stock (CGNT)	0.0	$148k	-4%	18k	8.27	View chart
American Water Works Stock (AWK)	0.0	$147k	NEW	1.2k	122.21	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$147k	NEW	1.2k	125.96	View chart
Blackstone Group Stock (BX)	0.0	$147k	NEW	1.1k	131.37	View chart
Metlife Stock (MET)	0.0	$146k	NEW	2.0k	74.11	View chart
Xpo Stock (XPO)	0.0	$146k	NEW	1.2k	122.03	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$146k	NEW	610.00	239.76	View chart
N-able Stock (NABL)	0.0	$143k	-26%	11k	13.07	View chart
Nurix Therapeutics Stock (NRIX)	0.0	$142k	NEW	9.7k	14.70	View chart
Altrius Global Dividend Etf Altrius Global Divid Etf Etf (DIVD)	0.0	$142k	NEW	4.2k	33.55	View chart
Intl Business Machines Stock (IBM)	0.0	$142k	NEW	741.00	190.96	View chart
Pepsico Stock (PEP)	0.0	$141k	NEW	805.00	175.09	View chart
Digital Realty Trust Reit (DLR)	0.0	$135k	-38%	1.0k	133.47	View chart
Intel Corp Stock (INTC)	0.0	$134k	NEW	3.0k	44.17	View chart
Lemaitre Vascular Stock (LMAT)	0.0	$133k	NEW	2.0k	66.36	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$133k	NEW	228.00	581.21	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$131k	NEW	2.8k	47.58	View chart
Broadcom Stock (AVGO)	0.0	$131k	NEW	99.00	1318.97	View chart
Costco Whsl Corp Stock (COST)	0.0	$130k	NEW	177.00	732.63	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.0	$128k	NEW	1.2k	110.52	View chart
Ishares Dow Jones Us Utilities Etf (IDU)	0.0	$123k	NEW	1.5k	84.53	View chart
Autozone Stock (AZO)	0.0	$123k	NEW	39.00	3151.64	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.0	$122k	NEW	470.00	259.90	View chart
Ishares Dj Us Energy Etf (IYE)	0.0	$121k	NEW	2.5k	49.40	View chart
Salesforce Stock (CRM)	0.0	$121k	NEW	400.00	301.18	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$118k	NEW	123.00	962.49	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$118k	NEW	1.2k	99.27	View chart
Check Point Software Technologies Stock (CHKP)	0.0	$117k	NEW	715.00	164.01	View chart
Linde Stock (LIN)	0.0	$116k	NEW	250.00	464.32	View chart

Past Filings by Fernwood Investment Management

SEC 13F filings are viewable for Fernwood Investment Management going back to 2013

Fernwood Investment Management 2024 Q1 filed May 13, 2024
Fernwood Investment Management 2023 Q4 filed Feb. 5, 2024
Fernwood Investment Management 2023 Q3 filed Nov. 8, 2023
Fernwood Investment Management 2023 Q2 filed Aug. 9, 2023
Fernwood Investment Management 2023 Q1 filed May 1, 2023
Fernwood Investment Management 2022 Q4 filed Feb. 7, 2023
Fernwood Investment Management 2022 Q3 filed Nov. 9, 2022
Fernwood Investment Management 2022 Q2 filed Aug. 11, 2022
Fernwood Investment Management 2022 Q1 filed May 3, 2022
Fernwood Investment Management 2021 Q4 filed Feb. 9, 2022
Fernwood Investment Management 2021 Q3 filed Oct. 28, 2021
Fernwood Investment Management 2021 Q2 filed Aug. 5, 2021
Fernwood Investment Management 2021 Q1 filed May 6, 2021
Fernwood Investment Management 2020 Q4 filed Feb. 16, 2021
Fernwood Investment Management 2020 Q3 filed Nov. 3, 2020
Fernwood Investment Management 2020 Q2 filed Aug. 6, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z