Clean Yield Group

Clean Yield Group as of March 31, 2022

Portfolio Holdings for Clean Yield Group

Clean Yield Group holds 480 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.2 $15M 84k 174.61
Glaxosmithkline Adr 3.4 $9.5M 218k 43.56
Vaneck Green Bond Etf Etf (GRNB) 3.2 $9.0M 362k 24.98
Unilever Adr (UL) 2.9 $8.3M 183k 45.57
Telus Corporation Stock (TU) 2.8 $7.9M 304k 26.14
Vodafone Group Adr (VOD) 2.7 $7.7M 466k 16.62
Sanofi Adr (SNY) 2.7 $7.5M 146k 51.34
Physicians Rlty Tr Reit 2.5 $7.1M 406k 17.54
Sprouts Fmrs Mkt Stock (SFM) 2.3 $6.4M 201k 31.98
Washington Real Estate Invt Tr Sh Ben Int Reit (ELME) 2.2 $6.2M 243k 25.50
General Mls Stock (GIS) 2.1 $5.8M 86k 67.72
Hannon Armstrong Sust Infr Cap Reit (HASI) 1.9 $5.4M 115k 47.43
Stag Indl Reit (STAG) 1.7 $4.8M 117k 41.35
Hingham Instn Svgs Mass Stock (HIFS) 1.6 $4.6M 13k 343.17
Johnson & Johnson Stock (JNJ) 1.6 $4.6M 26k 177.23
Kilroy Rlty Corp Reit (KRC) 1.6 $4.4M 58k 76.41
Healthcare Tr Amer Inc Cl A Reit 1.6 $4.4M 141k 31.34
Smith & Nephew Plc Spdn Adr (SNN) 1.5 $4.3M 136k 31.90
Spdr S&p 500 Etf Etf (SPY) 1.4 $4.1M 9.0k 451.67
Microsoft Corp Stock (MSFT) 1.4 $4.0M 13k 308.35
Cisco Sys Stock (CSCO) 1.4 $4.0M 72k 55.77
Healthpeak Properties Reit (DOC) 1.4 $3.9M 115k 34.33
Colgate Palmolive Stock (CL) 1.4 $3.9M 52k 75.82
Automatic Data Processing Stock (ADP) 1.4 $3.9M 17k 227.51
Dentsply Sirona Stock (XRAY) 1.3 $3.8M 77k 49.22
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.3 $3.8M 38k 99.79
Camden Natl Corp Stock (CAC) 1.3 $3.7M 79k 47.04
Procter And Gamble Stock (PG) 1.3 $3.6M 24k 152.79
Takeda Pharmaceutical Adr (TAK) 1.3 $3.6M 251k 14.32
Nomad Foods Ltd Usd Ord Stock (NOMD) 1.2 $3.5M 154k 22.58
International Business Machs Stock (IBM) 1.2 $3.4M 26k 130.01
Sjw Group Stock (SJW) 1.1 $3.2M 46k 69.57
Check Point Software Tech Ltd Ord Stock (CHKP) 1.1 $3.1M 23k 138.26
Amgen Stock (AMGN) 1.1 $3.0M 12k 241.83
Umpqua Hldgs Corp Stock 1.0 $2.8M 148k 18.86
Nokia Corp Adr (NOK) 0.9 $2.5M 461k 5.46
Novo-nordisk A S Adr (NVO) 0.9 $2.5M 23k 111.05
Amalgamated Financial Corp Stock (AMAL) 0.8 $2.3M 127k 17.97
Becton Dickinson & Co Stock (BDX) 0.8 $2.3M 8.5k 266.03
Quest Diagnostics Stock (DGX) 0.8 $2.2M 16k 136.86
Ameresco Inc Cl A Stock (AMRC) 0.8 $2.2M 28k 79.51
Intuit Stock (INTU) 0.8 $2.2M 4.6k 480.74
First Solar Stock (FSLR) 0.8 $2.2M 26k 83.72
Hain Celestial Group Stock (HAIN) 0.7 $2.1M 62k 34.41
American Wtr Wks Stock (AWK) 0.7 $2.0M 12k 165.53
Thermo Fisher Scientific Stock (TMO) 0.7 $2.0M 3.3k 590.69
Illinois Tool Wks Stock (ITW) 0.6 $1.8M 8.7k 209.40
Pepsico Stock (PEP) 0.6 $1.8M 11k 167.33
Expeditors Intl Wash Stock (EXPD) 0.6 $1.8M 17k 103.18
Mid-amer Apt Cmntys Reit (MAA) 0.5 $1.5M 7.3k 209.46
Alphabet Class A Stock (GOOGL) 0.5 $1.5M 545.00 2781.65
Vital Farms Stock (VITL) 0.5 $1.5M 123k 12.36
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.5 $1.5M 29k 50.10
Stryker Corporation Stock (SYK) 0.5 $1.5M 5.5k 267.32
Kyndryl Hldgs Stock (KD) 0.5 $1.4M 107k 13.12
Us Bancorp Del Stock (USB) 0.5 $1.4M 26k 53.16
Home Depot Stock (HD) 0.5 $1.3M 4.3k 299.35
Utah Med Prods Stock (UTMD) 0.4 $1.3M 14k 89.83
Lilly Eli & Co Stock (LLY) 0.4 $1.2M 4.0k 286.39
Middlesex Wtr Stock (MSEX) 0.4 $1.0M 9.8k 105.13
Helios Technologies Stock (HLIO) 0.4 $1.0M 13k 80.21
Trimble Stock (TRMB) 0.3 $990k 14k 72.15
Schwab Charles Corp Stock (SCHW) 0.3 $983k 12k 84.34
Smucker J M Stock (SJM) 0.3 $967k 7.1k 135.36
Abbvie Stock (ABBV) 0.3 $962k 5.9k 162.14
Highwoods Pptys Reit (HIW) 0.3 $962k 21k 45.76
Merck & Co Stock (MRK) 0.3 $936k 11k 82.03
Verizon Communications Stock (VZ) 0.3 $935k 18k 50.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $925k 2.6k 352.92
Kadant Stock (KAI) 0.3 $860k 4.4k 194.22
Abbott Labs Stock (ABT) 0.3 $830k 7.0k 118.39
Prologis Reit (PLD) 0.3 $828k 5.1k 161.44
Wiley John & Sons Inc Cl A Stock (WLY) 0.3 $800k 15k 53.02
California Wtr Svc Group Stock (CWT) 0.3 $793k 13k 59.25
Essential Utils Stock (WTRG) 0.3 $784k 15k 51.15
Texas Instrs Stock (TXN) 0.3 $766k 4.2k 183.56
Pfizer Stock (PFE) 0.3 $726k 14k 51.74
3M Stock (MMM) 0.3 $719k 4.8k 148.83
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $718k 257.00 2793.77
Tractor Supply Stock (TSCO) 0.3 $713k 3.1k 233.24
Nextera Energy Stock (NEE) 0.2 $677k 8.0k 84.69
Unitedhealth Group Stock (UNH) 0.2 $606k 1.2k 509.67
American Express Stock (AXP) 0.2 $604k 3.2k 186.88
Disney Walt Stock (DIS) 0.2 $603k 4.4k 137.23
Agilent Technologies Stock (A) 0.2 $586k 4.4k 132.37
Intel Corp Stock (INTC) 0.2 $579k 12k 49.59
Target Corp Stock (TGT) 0.2 $536k 2.5k 212.19
Paychex Stock (PAYX) 0.2 $530k 3.9k 136.49
Nvidia Corporation Stock (NVDA) 0.2 $506k 1.9k 272.78
Sysco Corp Stock (SYY) 0.2 $502k 6.2k 81.63
Agnico Eagle Mines Stock (AEM) 0.2 $472k 7.7k 61.20
Union Pac Corp Stock (UNP) 0.2 $454k 1.7k 273.33
Aflac Stock (AFL) 0.2 $448k 7.0k 64.40
Intuitive Surgical Stock (ISRG) 0.2 $432k 1.4k 301.47
Alcon Ag Ord Stock (ALC) 0.2 $430k 5.4k 79.34
Amazon Stock (AMZN) 0.2 $430k 132.00 3257.58
Astrazeneca Adr (AZN) 0.1 $404k 6.1k 66.37
Hubbell Stock (HUBB) 0.1 $394k 2.1k 183.68
Alamos Gold Inc New Com Cl A Stock (AGI) 0.1 $394k 47k 8.42
Exxon Mobil Corp Stock (XOM) 0.1 $383k 4.6k 82.54
Oreilly Automotive Stock (ORLY) 0.1 $377k 550.00 685.45
Costco Whsl Corp Stock (COST) 0.1 $368k 639.00 575.90
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $366k 7.1k 51.56
Coca Cola Stock (KO) 0.1 $365k 5.9k 61.96
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $363k 2.8k 132.00
Cvs Health Corp Stock (CVS) 0.1 $361k 3.6k 101.26
Comcast Corp New Cl A Stock (CMCSA) 0.1 $351k 7.5k 46.84
Lowes Cos Stock (LOW) 0.1 $348k 1.7k 202.33
Keysight Technologies Stock (KEYS) 0.1 $348k 2.2k 157.89
Genuine Parts Stock (GPC) 0.1 $347k 2.8k 125.95
Acuity Brands Stock (AYI) 0.1 $327k 1.7k 189.57
Walgreens Boots Alliance Stock (WBA) 0.1 $325k 7.3k 44.83
Vanguard Value Index Fund Etf (VTV) 0.1 $318k 2.2k 147.56
Danaher Corporation Stock (DHR) 0.1 $301k 1.0k 293.66
Church & Dwight Stock (CHD) 0.1 $299k 3.0k 99.50
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.1 $299k 3.8k 78.17
Mcdonalds Corp Stock (MCD) 0.1 $297k 1.2k 247.50
Mettler Toledo International Stock (MTD) 0.1 $295k 215.00 1372.09
United Parcel Service Inc Cl B Stock (UPS) 0.1 $294k 1.4k 214.44
Bristol-myers Squibb Stock (BMY) 0.1 $287k 3.9k 73.10
At&t Stock (T) 0.1 $285k 12k 23.64
Air Prods & Chems Stock (APD) 0.1 $284k 1.1k 249.78
Nike Inc Cl B Stock (NKE) 0.1 $275k 2.0k 134.61
General Electric Stock (GE) 0.1 $262k 2.9k 91.42
Invesco Qqq Trust Etf (QQQ) 0.1 $261k 720.00 362.50
Mastercard Incorporated Cl A Stock (MA) 0.1 $255k 714.00 357.14
Cigna Corp Stock (CI) 0.1 $255k 1.1k 239.89
Neogen Corp Stock (NEOG) 0.1 $249k 8.1k 30.87
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $247k 1.6k 159.15
Ishares National Muni Bond Etf Etf (MUB) 0.1 $238k 2.2k 109.78
Hershey Stock (HSY) 0.1 $238k 1.1k 216.36
Biogen Stock (BIIB) 0.1 $232k 1.1k 210.53
Walmart Stock (WMT) 0.1 $231k 1.6k 149.03
Vanguard Growth Index Fund Etf (VUG) 0.1 $231k 803.00 287.67
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $226k 859.00 263.10
Watts Water Technologies Inc Cl A Stock (WTS) 0.1 $223k 1.6k 139.72
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $216k 908.00 237.89
Citrix Sys Stock 0.1 $211k 2.1k 100.72
Ansys Stock (ANSS) 0.1 $210k 662.00 317.22
Renaissancere Hldgs Stock (RNR) 0.1 $209k 1.3k 158.33
Waters Corp Stock (WAT) 0.1 $208k 670.00 310.45
Spdr Gold Shares Etf (GLD) 0.1 $201k 1.1k 181.08
Jpmorgan Chase & Co Stock (JPM) 0.1 $196k 1.4k 136.21
Wabtec Stock (WAB) 0.1 $187k 1.9k 96.29
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $186k 4.9k 37.99
Fedex Corp Stock (FDX) 0.1 $184k 795.00 231.45
Travelers Companies Stock (TRV) 0.1 $181k 992.00 182.46
Western Asst Infltn Lkd Inm Fd Com Sh Ben Int Cef (WIA) 0.1 $176k 15k 11.73
Lakeland Finl Corp Stock (LKFN) 0.1 $175k 2.4k 73.07
Paypal Hldgs Stock (PYPL) 0.1 $172k 1.5k 115.44
Kimberly-clark Corp Stock (KMB) 0.1 $171k 1.4k 123.29
Vaneck Gold Miners Etf Etf (GDX) 0.1 $171k 4.5k 38.26
Carmax Stock (KMX) 0.1 $170k 1.8k 96.32
Wec Energy Group Stock (WEC) 0.1 $167k 1.7k 100.00
Raytheon Technologies Corp Stock (RTX) 0.1 $166k 1.7k 99.10
Iron Mtn Reit (IRM) 0.1 $166k 3.0k 55.33
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $164k 985.00 166.50
Fifth Third Bancorp Stock (FITB) 0.1 $163k 3.8k 43.02
Norfolk Southn Corp Stock (NSC) 0.1 $161k 566.00 284.45
Oracle Corp Stock (ORCL) 0.1 $161k 2.0k 82.48
Microchip Technology Stock (MCHP) 0.1 $160k 2.1k 75.22
Wolfspeed Stock (WOLF) 0.1 $159k 1.4k 113.57
Tennant Stock (TNC) 0.1 $151k 1.9k 78.81
Eastman Chem Stock (EMN) 0.1 $150k 1.3k 112.36
Medtronic Stock (MDT) 0.1 $149k 1.3k 111.19
Chevron Corp Stock (CVX) 0.1 $148k 906.00 163.36
Idacorp Stock (IDA) 0.1 $147k 1.3k 115.75
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.1 $145k 3.1k 46.85
Global X Silver Miners Etf Etf (SIL) 0.1 $143k 3.9k 36.25
Emerson Elec Stock (EMR) 0.0 $141k 1.4k 98.33
Vaneck Muni Allocation Etf Etf 0.0 $141k 6.2k 22.69
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $140k 795.00 176.10
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $139k 11k 13.12
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $139k 2.2k 63.62
Blackrock Cr Allocation Income Cef (BTZ) 0.0 $138k 11k 12.55
Wells Fargo Stock (WFC) 0.0 $138k 2.8k 48.46
Worthington Inds Stock (WOR) 0.0 $136k 2.7k 51.32
Mckesson Corp Stock (MCK) 0.0 $136k 445.00 305.62
Barrick Gold Corp Stock (GOLD) 0.0 $135k 5.5k 24.55
Pan Amern Silver Corp Stock (PAAS) 0.0 $134k 4.9k 27.35
Alexandria Real Estate Eq Reit (ARE) 0.0 $133k 660.00 201.52
Waste Mgmt Inc Del Stock (WM) 0.0 $126k 792.00 159.09
Sherwin Williams Stock (SHW) 0.0 $124k 495.00 250.51
Dover Corp Stock (DOV) 0.0 $124k 791.00 156.76
Ishares Russell 2000 Etf Etf (IWM) 0.0 $123k 600.00 205.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $120k 2.6k 45.98
Aea-bridges Impact Corp Shs Cl A Stock 0.0 $119k 12k 9.92
Cerner Corp Stock 0.0 $117k 1.3k 93.60
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $116k 3.8k 30.22
HP Stock (HPQ) 0.0 $116k 3.2k 36.25
First Rep Bk San Francisco Cal Stock (FRCB) 0.0 $109k 672.00 162.20
Bank New York Mellon Corp Stock (BK) 0.0 $106k 2.1k 49.70
International Flavors&fragranc Stock (IFF) 0.0 $106k 810.00 130.86
Carrier Global Corporation Stock (CARR) 0.0 $104k 2.3k 46.04
Ppg Inds Stock (PPG) 0.0 $99k 756.00 130.95
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.0 $98k 1.3k 75.73
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.0 $97k 1.8k 55.30
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $94k 1.4k 69.58
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP) 0.0 $94k 6.5k 14.50
Nuveen Amt-free Mun Value Cef (NUW) 0.0 $93k 6.3k 14.79
American Campus Cmntys Reit 0.0 $92k 1.7k 55.76
Price T Rowe Group Stock (TROW) 0.0 $90k 593.00 151.77
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $90k 833.00 108.04
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $89k 1.2k 74.17
Avery Dennison Corp Stock (AVY) 0.0 $88k 504.00 174.60
Ishares Silver Trust Etf (SLV) 0.0 $87k 3.8k 22.86
Visa Inc Com Cl A Stock (V) 0.0 $87k 393.00 221.37
Baxter Intl Stock (BAX) 0.0 $87k 1.1k 77.33
New Gold Inc Cda Stock (NGD) 0.0 $86k 48k 1.79
Applied Matls Stock (AMAT) 0.0 $86k 652.00 131.90
Salesforce Stock (CRM) 0.0 $84k 395.00 212.66
Ameriprise Finl Stock (AMP) 0.0 $83k 275.00 301.82
Pnc Finl Svcs Group Stock (PNC) 0.0 $83k 452.00 183.63
Ebay Stock (EBAY) 0.0 $82k 1.4k 57.14
Coeur Mng Stock (CDE) 0.0 $82k 19k 4.43
Yum Brands Stock (YUM) 0.0 $81k 680.00 119.12
Broadcom Stock (AVGO) 0.0 $78k 124.00 629.03
Vertex Pharmaceuticals Stock (VRTX) 0.0 $78k 300.00 260.00
Ishares Tips Bond Etf Etf (TIP) 0.0 $77k 622.00 123.79
Masco Corp Stock (MAS) 0.0 $76k 1.5k 50.67
Vanguard Health Care Index Fund Etf (VHT) 0.0 $76k 300.00 253.33
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $73k 5.4k 13.64
Bar Hbr Bankshares Stock (BHB) 0.0 $72k 2.5k 28.80
Roper Technologies Stock (ROP) 0.0 $72k 153.00 470.59
Factset Resh Sys Stock (FDS) 0.0 $69k 160.00 431.25
Constellation Brands Inc Cl A Stock (STZ) 0.0 $69k 300.00 230.00
S&p Global Stock (SPGI) 0.0 $68k 167.00 407.19
Honeywell Intl Stock (HON) 0.0 $67k 345.00 194.20
Canadian Natl Ry Stock (CNI) 0.0 $67k 500.00 134.00
Western Ast Infl Lkd Opp & Inm Cef (WIW) 0.0 $66k 5.5k 12.00
Zimmer Biomet Holdings Stock (ZBH) 0.0 $65k 507.00 128.21
Dollar Tree Stock (DLTR) 0.0 $64k 400.00 160.00
Qualcomm Stock (QCOM) 0.0 $62k 406.00 152.71
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $62k 556.00 111.51
Dupont De Nemours Stock (DD) 0.0 $61k 835.00 73.05
Csx Corp Stock (CSX) 0.0 $61k 1.6k 37.75
Blackstone Stock (BX) 0.0 $60k 471.00 127.39
Fortive Corp Stock (FTV) 0.0 $59k 963.00 61.27
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $59k 650.00 90.77
Tpi Composites Stock (TPIC) 0.0 $59k 4.2k 14.12
Starbucks Corp Stock (SBUX) 0.0 $57k 625.00 91.20
Celanese Corp Del Stock (CE) 0.0 $57k 400.00 142.50
Palo Alto Networks Stock (PANW) 0.0 $57k 91.00 626.37
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $57k 254.00 224.41
United Therapeutics Corp Del Stock (UTHR) 0.0 $54k 300.00 180.00
Ishares Agency Bond Etf Etf (AGZ) 0.0 $54k 480.00 112.50
Adobe Systems Incorporated Stock (ADBE) 0.0 $54k 118.00 457.63
Vanguard Long-term Bond Index Fund Etf (BLV) 0.0 $53k 582.00 91.07
Hewlett Packard Enterprise Stock (HPE) 0.0 $53k 3.2k 16.56
Atlantica Sustainable Infr Stock (AY) 0.0 $53k 1.5k 35.33
Dow Stock (DOW) 0.0 $52k 815.00 63.80
Inari Med Stock (NARI) 0.0 $51k 568.00 89.79
Asml Holding N V N Y Registry Adr (ASML) 0.0 $50k 75.00 666.67
Tesla Stock (TSLA) 0.0 $50k 46.00 1086.96
Loews Corp Stock (L) 0.0 $49k 763.00 64.22
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $49k 100.00 490.00
WPP Adr (WPP) 0.0 $49k 754.00 64.99
Principal Financial Group Stock (PFG) 0.0 $48k 659.00 72.84
Caterpillar Stock (CAT) 0.0 $47k 212.00 221.70
Arrow Finl Corp Stock (AROW) 0.0 $45k 1.4k 32.73
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $45k 566.00 79.51
Grainger W W Stock (GWW) 0.0 $44k 85.00 517.65
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $44k 800.00 55.00
Nuveen Pfd & Income Opportunit Cef (JPC) 0.0 $43k 5.0k 8.60
Pioneer Nat Res Stock (PXD) 0.0 $41k 163.00 251.53
Fastenal Stock (FAST) 0.0 $41k 696.00 58.91
Gilead Sciences Stock (GILD) 0.0 $40k 670.00 59.70
Ball Corp Stock (BALL) 0.0 $40k 440.00 90.91
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $39k 87.00 448.28
Blackrock Stock (BLK) 0.0 $38k 50.00 760.00
Vaneck Short Muni Etf Etf (SMB) 0.0 $38k 2.2k 17.15
Nuveen Floating Rate Income Cef (JFR) 0.0 $35k 3.5k 10.00
Eaton Corp Stock (ETN) 0.0 $35k 230.00 152.17
Cintas Corp Stock (CTAS) 0.0 $34k 80.00 425.00
Anthem Stock (ELV) 0.0 $34k 69.00 492.75
Hecla Mng Stock (HL) 0.0 $33k 5.0k 6.60
Middleby Corp Stock (MIDD) 0.0 $33k 200.00 165.00
Horace Mann Educators Corp Stock (HMN) 0.0 $32k 760.00 42.11
Docusign Stock (DOCU) 0.0 $32k 300.00 106.67
Organon & Co Stock (OGN) 0.0 $31k 891.00 34.79
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $31k 225.00 137.78
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $31k 75.00 413.33
Nuveen Virginia Qlty Muncpl Cef (NPV) 0.0 $31k 2.2k 14.42
Xylem Stock (XYL) 0.0 $30k 354.00 84.75
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $30k 480.00 62.50
Omnicom Group Stock (OMC) 0.0 $29k 341.00 85.04
United States Copper Index Fund Etf (CPER) 0.0 $29k 1.0k 29.00
Hologic Stock (HOLX) 0.0 $29k 375.00 77.33
Corteva Stock (CTVA) 0.0 $29k 510.00 56.86
Philip Morris Intl Stock (PM) 0.0 $28k 301.00 93.02
Parker-hannifin Corp Stock (PH) 0.0 $28k 100.00 280.00
Ingredion Stock (INGR) 0.0 $28k 320.00 87.50
Chubb Stock (CB) 0.0 $26k 120.00 216.67
Iqvia Hldgs Stock (IQV) 0.0 $26k 114.00 228.07
Innovative Indl Pptys Reit (IIPR) 0.0 $26k 127.00 204.72
Yum China Hldgs Stock (YUMC) 0.0 $25k 600.00 41.67
Otis Worldwide Corp Stock (OTIS) 0.0 $24k 312.00 76.92
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $24k 72.00 333.33
Bk Of America Corp Stock (BAC) 0.0 $24k 594.00 40.40
Analog Devices Stock (ADI) 0.0 $23k 140.00 164.29
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $23k 226.00 101.77
Lockheed Martin Corp Stock (LMT) 0.0 $22k 50.00 440.00
Deere & Co Stock (DE) 0.0 $22k 54.00 407.41
Advanced Micro Devices Stock (AMD) 0.0 $22k 198.00 111.11
Archer Daniels Midland Stock (ADM) 0.0 $22k 245.00 89.80
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $22k 436.00 50.46
Gallagher Arthur J & Co Stock (AJG) 0.0 $21k 119.00 176.47
Invesco S&p Smallcap Information Technology Portfolio Etf (PSCT) 0.0 $21k 150.00 140.00
Corning Stock (GLW) 0.0 $21k 575.00 36.52
Evoqua Water Technologies Corp Stock 0.0 $20k 425.00 47.06
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $19k 439.00 43.28
Marsh & Mclennan Cos Stock (MMC) 0.0 $19k 110.00 172.73
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $19k 252.00 75.40
Eastern Bankshares Stock (EBC) 0.0 $19k 900.00 21.11
Truist Finl Corp Stock (TFC) 0.0 $18k 318.00 56.60
Sba Communications Corp New Cl A Reit (SBAC) 0.0 $18k 51.00 352.94
Best Buy Stock (BBY) 0.0 $18k 200.00 90.00
Southern Stock (SO) 0.0 $18k 250.00 72.00
Community Bk Sys Stock (CBU) 0.0 $17k 246.00 69.11
State Str Corp Stock (STT) 0.0 $17k 200.00 85.00
Aon Plc Shs Cl A Stock (AON) 0.0 $17k 51.00 333.33
New York Times Co Cl A Stock (NYT) 0.0 $17k 374.00 45.45
Burcon Nutrascience Corp Stock (BRCNF) 0.0 $16k 18k 0.91
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $16k 1.1k 14.93
Keycorp Stock (KEY) 0.0 $16k 729.00 21.95
Metlife Stock (MET) 0.0 $16k 222.00 72.07
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $16k 96.00 166.67
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN) 0.0 $16k 100.00 160.00
Beyond Meat Stock (BYND) 0.0 $16k 330.00 48.48
Tjx Cos Stock (TJX) 0.0 $15k 242.00 61.98
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $15k 175.00 85.71
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $15k 240.00 62.50
Tyson Foods Inc Cl A Stock (TSN) 0.0 $14k 155.00 90.32
Eversource Energy Stock (ES) 0.0 $14k 155.00 90.32
Trane Technologies Stock (TT) 0.0 $14k 94.00 148.94
Svb Financial Group Stock (SIVBQ) 0.0 $14k 25.00 560.00
Union Bankshares Stock (UNB) 0.0 $14k 450.00 31.11
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $14k 233.00 60.09
Plug Power Stock (PLUG) 0.0 $13k 450.00 28.89
Hunt J B Trans Svcs Stock (JBHT) 0.0 $13k 67.00 194.03
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $13k 115.00 113.04
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $13k 250.00 52.00
American Tower Corp Reit (AMT) 0.0 $13k 52.00 250.00
Lululemon Athletica Stock (LULU) 0.0 $13k 36.00 361.11
Rockwell Automation Stock (ROK) 0.0 $12k 43.00 279.07
Lpl Finl Hldgs Stock (LPLA) 0.0 $12k 63.00 190.48
Ormat Technologies Stock (ORA) 0.0 $12k 150.00 80.00
Autodesk Stock (ADSK) 0.0 $12k 54.00 222.22
Illumina Stock (ILMN) 0.0 $12k 35.00 342.86
Republic Svcs Stock (RSG) 0.0 $12k 90.00 133.33
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $12k 477.00 25.16
Cbre Group Inc Cl A Stock (CBRE) 0.0 $11k 121.00 90.91
Oneok Stock (OKE) 0.0 $11k 155.00 70.97
Cdk Global Stock 0.0 $11k 217.00 50.69
Twilio Inc Cl A Stock (TWLO) 0.0 $10k 60.00 166.67
Atlassian Corp Plc Cl A Stock 0.0 $10k 33.00 303.03
Meta Platforms Inc Cl A Stock (META) 0.0 $10k 46.00 217.39
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $10k 201.00 49.75
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $10k 222.00 45.05
Vontier Corporation Stock (VNT) 0.0 $10k 385.00 25.97
Nxp Semiconductors N V Stock (NXPI) 0.0 $9.0k 46.00 195.65
Opko Health Stock (OPK) 0.0 $9.0k 2.5k 3.60
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $9.0k 16.00 562.50
Linde Stock 0.0 $9.0k 27.00 333.33
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.0 $9.0k 101.00 89.11
Qorvo Stock (QRVO) 0.0 $9.0k 70.00 128.57
Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) 0.0 $9.0k 702.00 12.82
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $9.0k 447.00 20.13
Smart Global Hldgs Stock (SGH) 0.0 $8.0k 324.00 24.69
Core Laboratories N V Stock 0.0 $8.0k 262.00 30.53
V F Corp Stock (VFC) 0.0 $8.0k 147.00 54.42
Fidelity Natl Information Svcs Stock (FIS) 0.0 $8.0k 75.00 106.67
West Pharmaceutical Svsc Stock (WST) 0.0 $8.0k 20.00 400.00
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $8.0k 79.00 101.27
Chemours Stock (CC) 0.0 $8.0k 249.00 32.13
Viatris Stock (VTRS) 0.0 $8.0k 702.00 11.40
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $8.0k 298.00 26.85
Mfs Spl Value Tr Sh Ben Int Cef (MFV) 0.0 $8.0k 1.3k 6.04
Progressive Corp Stock (PGR) 0.0 $7.0k 58.00 120.69
Capital One Finl Corp Stock (COF) 0.0 $7.0k 53.00 132.08
BP Adr (BP) 0.0 $7.0k 250.00 28.00
Advance Auto Parts Stock (AAP) 0.0 $7.0k 35.00 200.00
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $7.0k 32.00 218.75
Schwab International Equity Etf Etf (SCHF) 0.0 $7.0k 190.00 36.84
Masimo Corp Stock (MASI) 0.0 $7.0k 49.00 142.86
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.0 $7.0k 324.00 21.60
Vaneck Vectors Low Carbon Energy Etf Etf (SMOG) 0.0 $6.0k 41.00 146.34
Hasbro Stock (HAS) 0.0 $6.0k 74.00 81.08
Regeneron Pharmaceuticals Stock (REGN) 0.0 $6.0k 8.00 750.00
Mueller Wtr Prods Inc Com Ser A Stock (MWA) 0.0 $6.0k 500.00 12.00
Alaska Air Group Stock (ALK) 0.0 $6.0k 100.00 60.00
Ltc Pptys Reit (LTC) 0.0 $6.0k 150.00 40.00
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $6.0k 125.00 48.00
Aramark Stock (ARMK) 0.0 $5.0k 120.00 41.67
Ishares Commodities Select Strategy Etf Etf (COMT) 0.0 $5.0k 124.00 40.32
Aptiv Stock (APTV) 0.0 $5.0k 43.00 116.28
Diageo Adr (DEO) 0.0 $5.0k 27.00 185.19
Boeing Stock (BA) 0.0 $5.0k 26.00 192.31
Amn Healthcare Svcs Stock (AMN) 0.0 $5.0k 50.00 100.00
Snowflake Inc Cl A Stock (SNOW) 0.0 $5.0k 20.00 250.00
Ametek Stock (AME) 0.0 $5.0k 34.00 147.06
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.0k 53.00 94.34
Invesco Bulletshares 2022 Corporate Bond Etf Etf 0.0 $5.0k 240.00 20.83
Tattooed Chef Inc Com Cl A Stock (TTCFQ) 0.0 $4.0k 350.00 11.43
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.0 $4.0k 147.00 27.21
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $4.0k 45.00 88.89
Charles Riv Labs Intl Stock (CRL) 0.0 $4.0k 14.00 285.71
Discover Finl Svcs Stock (DFS) 0.0 $4.0k 40.00 100.00
Micron Technology Stock (MU) 0.0 $4.0k 50.00 80.00
Crown Castle Intl Corp Reit (CCI) 0.0 $4.0k 20.00 200.00
Houlihan Lokey Inc Cl A Stock (HLI) 0.0 $4.0k 50.00 80.00
Workday Inc Cl A Stock (WDAY) 0.0 $4.0k 18.00 222.22
Block Inc Cl A Stock (SQ) 0.0 $4.0k 33.00 121.21
Stanley Black & Decker Stock (SWK) 0.0 $4.0k 30.00 133.33
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 0.0 $4.0k 170.00 23.53
Stoneco Ltd Com Cl A Stock (STNE) 0.0 $4.0k 330.00 12.12
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.0 $4.0k 109.00 36.70
Ishares U.s. Energy Etf Etf (IYE) 0.0 $3.0k 69.00 43.48
Brown Forman Corp Cl A Stock (BF.A) 0.0 $3.0k 45.00 66.67
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $3.0k 28.00 107.14
Cme Group Stock (CME) 0.0 $3.0k 11.00 272.73
Moodys Corp Stock (MCO) 0.0 $3.0k 10.00 300.00
American Intl Group Stock (AIG) 0.0 $3.0k 50.00 60.00
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $3.0k 25.00 120.00
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $3.0k 20.00 150.00
Criteo S A Spons Ads Adr (CRTO) 0.0 $3.0k 100.00 30.00
Voya Financial Stock (VOYA) 0.0 $3.0k 40.00 75.00
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $3.0k 40.00 75.00
Cocrystal Pharma Stock 0.0 $3.0k 5.0k 0.60
Nortonlifelock Stock (GEN) 0.0 $3.0k 100.00 30.00
Kla Corp Stock (KLAC) 0.0 $3.0k 7.00 428.57
Ishares Global Tech Etf Etf (IXN) 0.0 $2.0k 37.00 54.05
Live Nation Entertainment Stock (LYV) 0.0 $2.0k 19.00 105.26
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $2.0k 28.00 71.43
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $2.0k 19.00 105.26
Valero Energy Corp Stock (VLO) 0.0 $2.0k 17.00 117.65
One Gas Stock (OGS) 0.0 $2.0k 17.00 117.65
T-mobile Us Stock (TMUS) 0.0 $2.0k 13.00 153.85
Royal Caribbean Group Stock (RCL) 0.0 $2.0k 20.00 100.00
Brown Forman Corp Cl B Stock (BF.B) 0.0 $2.0k 25.00 80.00
Boston Scientific Corp Stock (BSX) 0.0 $2.0k 50.00 40.00
Align Technology Stock (ALGN) 0.0 $2.0k 5.00 400.00
Southwest Airls Stock (LUV) 0.0 $2.0k 50.00 40.00
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.0k 20.00 100.00
Alibaba Group Hldg Adr (BABA) 0.0 $2.0k 20.00 100.00
Booking Holdings Stock (BKNG) 0.0 $2.0k 1.00 2000.00
Growgeneration Corp Stock (GRWG) 0.0 $2.0k 200.00 10.00
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $2.0k 8.00 250.00
Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $2.0k 6.00 333.33
Synchrony Financial Stock (SYF) 0.0 $2.0k 60.00 33.33
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $2.0k 60.00 33.33
Insmed Inc Com Par $.01 Stock (INSM) 0.0 $1.0k 59.00 16.95
Zimvie Stock (ZIMV) 0.0 $1.0k 49.00 20.41
General Mtrs Stock (GM) 0.0 $1.0k 18.00 55.56
Datadog Inc Cl A Stock (DDOG) 0.0 $1.0k 6.00 166.67
Exelon Corp Stock (EXC) 0.0 $1.0k 20.00 50.00
Fmc Corp Stock (FMC) 0.0 $1.0k 4.00 250.00
Simon Ppty Group Reit (SPG) 0.0 $1.0k 5.00 200.00
Equinix Reit (EQIX) 0.0 $1.0k 2.00 500.00
Workhorse Group Stock (WKHS) 0.0 $1.0k 200.00 5.00
Horizon Therapeutics Pub L Stock 0.0 $1.0k 10.00 100.00
Uber Technologies Stock (UBER) 0.0 $1.0k 40.00 25.00
Aea-bridges Impact Corp Unit Stock 0.0 $1.0k 100.00 10.00
Sempra Stock (SRE) 0.0 $999.999700 7.00 142.86
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.0 $999.999000 33.00 30.30
The Valens Company Stock 0.0 $999.999000 666.00 1.50
Altria Group Stock (MO) 0.0 $0 1.00 0.00
Netflix Stock (NFLX) 0.0 $0 0 0.00
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.0 $0 0 0.00
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $0 0 0.00
Srh Total Return Fund Cef (STEW) 0.0 $0 0 0.00
Hancock John Pfd Income Fd Ii Cef (HPF) 0.0 $0 0 0.00
Vanguard Utilities Index Fund Etf (VPU) 0.0 $0 0 0.00
Invesco Sr Income Tr Cef (VVR) 0.0 $0 0 0.00
Brookfield Renewable Partners Partnership Unit Stock (BEP) 0.0 $0 0 0.00
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.0 $0 0 0.00
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $0 0 0.00
Mustang Bio Stock 0.0 $0 7.00 0.00
Cyclerion Therapeutics Stock 0.0 $0 115.00 0.00
Constellation Energy Corp Stock (CEG) 0.0 $0 6.00 0.00