The Analysis of Clean Yield Group's Holdings


Currently, Clean Yield Group holds 426 types of securities in its portfolio with a total value $353.8M. In the most recent quarter, they have increased their positions in ECL (+16.9K shares, valued at $4.6M), SCHW (+17.7K shares, valued at $1.7M), COLB (+28.0K shares, valued at $721.3K); decreased their positions in AMRC (-41.7K shares, valued at $1.4M), AVGO (-1.5K shares, valued at $500.8K), DOC (-17.2K shares, valued at $328.5K); initiated new positions in VIXY (+3.2K shares, valued at $103.4K), VTEB (+2.0K shares, valued at $98.8K), VYMI (+865 shares, valued at $73.2K); completely sold out of MTCH (previously valued at $377).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares โ–ณ%Event DateReport DateHistory
AAPL APPLE INC COM103.1K shares0.43%2025-09-302025-10-23history
NVDA NVIDIA CORPORATION COM90.5K shares-1.36%2025-09-302025-10-23history
AVGO BROADCOM INC COM42.2K shares-3.47%2025-09-302025-10-23history
AWK AMERICAN WTR WKS CO INC NEW COM61.9K shares-2.31%2025-09-302025-10-23history
ASML ASML HOLDING N V N Y REGISTRY SHS8.7K shares-0.17%2025-09-302025-10-23history
UL UNILEVER PLC SPON ADR NEW135.0K shares-1.48%2025-09-302025-10-23history
CSCO CISCO SYS INC COM115.7K shares-1.68%2025-09-302025-10-23history
SFM SPROUTS FMRS MKT INC COM71.4K shares-2.03%2025-09-302025-10-23history
Sponsored
ANET ARISTA NETWORKS INC COM SHS53.0K shares-0.89%2025-09-302025-10-23history
GSK GSK PLC SPONSORED ADR163.8K shares-2.15%2025-09-302025-10-23history
MSFT MICROSOFT CORP COM13.0K shares-0.41%2025-09-302025-10-23history
VEEV VEEVA SYS INC CL A COM21.5K shares-0.99%2025-09-302025-10-23history
PLD PROLOGIS INC. COM54.9K shares4.93%2025-09-302025-10-23history
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW27.0K shares-1.13%2025-09-302025-10-23history
FSLR FIRST SOLAR INC COM27.4K shares-2.98%2025-09-302025-10-23history
CRM SALESFORCE INC COM25.2K shares8.20%2025-09-302025-10-23history
Sponsored
ADP AUTOMATIC DATA PROCESSING INC COM19.6K shares-1.81%2025-09-302025-10-23history
HASI HA SUSTAINABLE INFRA CAP INC COM183.3K shares-2.12%2025-09-302025-10-23history
SYK STRYKER CORPORATION COM15.0K shares4.11%2025-09-302025-10-23history
IBM INTERNATIONAL BUSINESS MACHS COM19.0K shares-2.85%2025-09-302025-10-23history
HD HOME DEPOT INC12.9K shares2.13%2025-09-302025-10-23history
MKC MCCORMICK & CO INC COM NON VTG76.1K shares-0.26%2025-09-302025-10-23history
DGX QUEST DIAGNOSTICS INC COM26.7K shares0.42%2025-09-302025-10-23history
CHKP CHECK POINT SOFTWARE TECH LTD ORD24.0K shares-1.05%2025-09-302025-10-23history
Sponsored
JKHY HENRY JACK & ASSOC INC COM32.4K shares1.84%2025-09-302025-10-23history
ECL ECOLAB INC COM17.0K shares33166.67%2025-09-302025-10-23history
NOW SERVICENOW INC COM5.0K shares1.43%2025-09-302025-10-23history
ROST ROSS STORES INC COM28.5K shares0.42%2025-09-302025-10-23history
DOC HEALTHPEAK PROPERTIES INC COM220.1K shares-7.23%2025-09-302025-10-23history
HUBB HUBBELL INC COM9.7K shares-1.05%2025-09-302025-10-23history
KAI KADANT INC COM13.6K shares-0.10%2025-09-302025-10-23history
CAC CAMDEN NATL CORP COM102.6K shares1.18%2025-09-302025-10-23history
Sponsored
MCO MOODYS CORP COM8.3K shares8.18%2025-09-302025-10-23history
HOLX HOLOGIC INC COM58.3K shares-0.23%2025-09-302025-10-23history
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS266.0K shares-3.26%2025-09-302025-10-23history
JNJ JOHNSON & JOHNSON COM20.4K shares0.86%2025-09-302025-10-23history
VOD VODAFONE GROUP PLC NEW SPONSORED ADR314.5K shares-6.39%2025-09-302025-10-23history
VMI VALMONT INDS INC COM9.2K shares5.99%2025-09-302025-10-23history
BWA BORGWARNER INC COM70.2K shares2.58%2025-09-302025-10-23history
TU TELUS CORPORATION COM188.2K shares-4.37%2025-09-302025-10-23history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC COM74.3K shares7.38%2025-09-302025-10-23history
NFLX NETFLIX INC COM2.3K shares-0.09%2025-09-302025-10-23history
PG PROCTER AND GAMBLE CO COM18.1K shares0.01%2025-09-302025-10-23history
AMAL AMALGAMATED FINANCIAL CORP COM100.3K shares-3.43%2025-09-302025-10-23history
VITL VITAL FARMS INC COM64.8K shares-1.35%2025-09-302025-10-23history
SCHW SCHWAB CHARLES CORP COM27.3K shares182.74%2025-09-302025-10-23history
WAB WABTEC COM12.6K shares7.37%2025-09-302025-10-23history
AMRC AMERESCO INC CL A75.2K shares-35.65%2025-09-302025-10-23history
Sponsored
LLY ELI LILLY & CO COM3.3K shares-3.39%2025-09-302025-10-23history
HTO H2O AMERICA COM50.7K shares-5.08%2025-09-302025-10-23history
LULU LULULEMON ATHLETICA INC COM13.2K shares16.87%2025-09-302025-10-23history
INTU INTUIT COM3.3K shares-0.46%2025-09-302025-10-23history
ITW ILLINOIS TOOL WKS INC COM8.5K shares-0.23%2025-09-302025-10-23history
GOOGL ALPHABET CLASS A8.7K shares0.44%2025-09-302025-10-23history
SPY SPDR S&P 500 ETF TRUST3.0K shares0.17%2025-09-302025-10-23history
EXPD EXPEDITORS INTL WASH INC COM14.9K shares-6.16%2025-09-302025-10-23history
Sponsored
COLB COLUMBIA BKG SYS INC COM67.9K shares70.35%2025-09-302025-10-23history
NVO NOVO-NORDISK A S ADR30.1K shares-4.41%2025-09-302025-10-23history
NOK NOKIA CORP SPONSORED ADR332.7K shares-4.40%2025-09-302025-10-23history
PEP PEPSICO INC COM10.9K shares-0.91%2025-09-302025-10-23history
GOOG ALPHABET INC CAP STK CL C5.8K shares0.00%2025-09-302025-10-23history
AMGN AMGEN INC COM4.8K shares-6.29%2025-09-302025-10-23history
TMO THERMO FISHER SCIENTIFIC INC COM2.7K shares-2.76%2025-09-302025-10-23history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.4K shares2.17%2025-09-302025-10-23history
Sponsored
UPS UNITED PARCEL SERVICE INC CL B14.5K shares0.43%2025-09-302025-10-23history
CL COLGATE PALMOLIVE CO COM14.6K shares-4.42%2025-09-302025-10-23history
TRMB TRIMBLE INC COM13.9K shares0.00%2025-09-302025-10-23history
USB US BANCORP DEL COM NEW21.9K shares-0.69%2025-09-302025-10-23history
AXP AMERICAN EXPRESS CO COM3.1K shares0.00%2025-09-302025-10-23history
BDX BECTON DICKINSON & CO COM5.4K shares-8.64%2025-09-302025-10-23history
ABBV ABBVIE INC COM4.2K shares-1.74%2025-09-302025-10-23history
ORLY OREILLY AUTOMOTIVE INC COM8.9K shares0.00%2025-09-302025-10-23history
Sponsored
GE GE AEROSPACE COM NEW3.1K shares0.00%2025-09-302025-10-23history
GRNB VANECK GREEN BOND ETF38.3K shares-1.35%2025-09-302025-10-23history
MRK MERCK & CO INC COM10.6K shares-0.36%2025-09-302025-10-23history
ABT ABBOTT LABS COM6.2K shares-1.02%2025-09-302025-10-23history
GIS GENERAL MLS INC COM15.2K shares-14.63%2025-09-302025-10-23history
MA MASTERCARD INCORPORATED CL A1.2K shares1.68%2025-09-302025-10-23history
AFL AFLAC INC COM5.9K shares0.00%2025-09-302025-10-23history
COST COSTCO WHSL CORP NEW COM705 shares0.00%2025-09-302025-10-23history
Sponsored
JPM JPMORGAN CHASE & CO. COM2.1K shares5.42%2025-09-302025-10-23history
DIS DISNEY WALT CO COM5.2K shares0.00%2025-09-302025-10-23history
NEE NEXTERA ENERGY INC COM7.6K shares8.03%2025-09-302025-10-23history
TXN TEXAS INSTRS INC COM3.1K shares4.24%2025-09-302025-10-23history
A AGILENT TECHNOLOGIES INC COM4.4K shares0.00%2025-09-302025-10-23history
QQQ INVESCO QQQ TRUST SERIES I898 shares7.54%2025-09-302025-10-23history
PAYX PAYCHEX INC COM4.2K shares0.00%2025-09-302025-10-23history
CWT CALIFORNIA WTR SVC GROUP COM11.2K shares-2.18%2025-09-302025-10-23history
Sponsored
AMZN AMAZON COM INC COM2.3K shares0.00%2025-09-302025-10-23history
WTRG ESSENTIAL UTILS INC COM12.7K shares0.00%2025-09-302025-10-23history
TSCO TRACTOR SUPPLY CO COM8.6K shares0.00%2025-09-302025-10-23history
SJM SMUCKER J M CO COM NEW4.5K shares0.00%2025-09-302025-10-23history
APH AMPHENOL CORP NEW CL A3.9K shares0.00%2025-09-302025-10-23history
HIFS HINGHAM INSTN SVGS MASS COM1.8K shares0.00%2025-09-302025-10-23history
XOM EXXON MOBIL CORP COM4.2K shares3.51%2025-09-302025-10-23history
MMM 3M CO COM3.0K shares0.00%2025-09-302025-10-23history
Sponsored
AZN ASTRAZENECA PLC SPONSORED ADR5.9K shares0.00%2025-09-302025-10-23history
ORCL ORACLE CORP COM1.6K shares0.00%2025-09-302025-10-23history
GDX VANECK GOLD MINERS ETF5.8K shares30.54%2025-09-302025-10-23history
WTS WATTS WATER TECHNOLOGIES INC CL A1.6K shares0.00%2025-09-302025-10-23history
WMT WALMART INC COM4.1K shares0.00%2025-09-302025-10-23history
GEV GE VERNOVA INC COM670 shares0.00%2025-09-302025-10-23history
SYY SYSCO CORP COM4.7K shares0.00%2025-09-302025-10-23history
KO COCA COLA CO COM5.7K shares-4.21%2025-09-302025-10-23history
Sponsored
KEYS KEYSIGHT TECHNOLOGIES INC COM2.2K shares0.00%2025-09-302025-10-23history
MCD MCDONALDS CORP COM1.2K shares0.00%2025-09-302025-10-23history
LOW LOWES COS INC COM1.4K shares12.35%2025-09-302025-10-23history
HLIO HELIOS TECHNOLOGIES INC COM6.5K shares0.00%2025-09-302025-10-23history
AYI ACUITY INC COM925 shares-0.75%2025-09-302025-10-23history
UNH UNITEDHEALTH GROUP INC COM904 shares-2.90%2025-09-302025-10-23history
IRM IRON MTN INC DEL COM3.0K shares0.00%2025-09-302025-10-23history
MTD METTLER TOLEDO INTERNATIONAL COM226 shares0.00%2025-09-302025-10-23history
Sponsored
CI THE CIGNA GROUP COM937 shares-3.50%2025-09-302025-10-23history
RTX RTX CORPORATION COM1.6K shares13.13%2025-09-302025-10-23history
RNR RENAISSANCERE HLDGS LTD COM1.1K shares0.00%2025-09-302025-10-23history
XLK TECHNOLOGY SELECT SECTOR SPDR FUND952 shares0.00%2025-09-302025-10-23history
GLD SPDR GOLD SHARES735 shares0.00%2025-09-302025-10-23history
IWF ISHARES RUSSELL 1000 GROWTH ETF538 shares0.00%2025-09-302025-10-23history
LH LABCORP HOLDINGS INC COM SHS859 shares0.00%2025-09-302025-10-23history
MSEX MIDDLESEX WTR CO COM4.5K shares0.00%2025-09-302025-10-23history
Sponsored
GPC GENUINE PARTS CO COM1.8K shares0.00%2025-09-302025-10-23history
PFE PFIZER INC COM9.4K shares1.62%2025-09-302025-10-23history
V VISA INC COM CL A679 shares0.00%2025-09-302025-10-23history
GLW CORNING INC COM2.8K shares0.00%2025-09-302025-10-23history
MCK MCKESSON CORP COM286 shares0.00%2025-09-302025-10-23history
CHD CHURCH & DWIGHT CO INC COM2.5K shares0.00%2025-09-302025-10-23history
APD AIR PRODS & CHEMS INC COM787 shares0.00%2025-09-302025-10-23history
CMCSA COMCAST CORP NEW CL A6.8K shares0.00%2025-09-302025-10-23history
Sponsored
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF4.5K shares-7.68%2025-09-302025-10-23history
TGT TARGET CORP COM2.3K shares-3.73%2025-09-302025-10-23history
UNP UNION PAC CORP COM850 shares0.00%2025-09-302025-10-23history
PLTR PALANTIR TECHNOLOGIES INC CL A1.1K shares0.00%2025-09-302025-10-23history
T AT&T INC COM7.1K shares15.81%2025-09-302025-10-23history
DHR DANAHER CORPORATION COM1.0K shares0.00%2025-09-302025-10-23history
WAT WATERS CORP COM650 shares-2.26%2025-09-302025-10-23history
CW CURTISS WRIGHT CORP COM350 shares0.00%2025-09-302025-10-23history
Sponsored
TRV TRAVELERS COMPANIES INC COM671 shares0.00%2025-09-302025-10-23history
HSY HERSHEY CO COM1.0K shares0.00%2025-09-302025-10-23history
WM WASTE MGMT INC DEL COM801 shares6.66%2025-09-302025-10-23history
VO VANGUARD MID-CAP ETF568 shares0.00%2025-09-302025-10-23history
VUG VANGUARD GROWTH ETF344 shares-14.85%2025-09-302025-10-23history
SHW SHERWIN WILLIAMS CO COM473 shares0.00%2025-09-302025-10-23history
TJX TJX COS INC NEW COM1.1K shares0.00%2025-09-302025-10-23history
COR CENCORA INC COM500 shares0.00%2025-09-302025-10-23history
Sponsored
FITB FIFTH THIRD BANCORP COM3.5K shares0.00%2025-09-302025-10-23history
FDX FEDEX CORP COM655 shares0.00%2025-09-302025-10-23history
EMR EMERSON ELEC CO COM1.2K shares0.00%2025-09-302025-10-23history
NSC NORFOLK SOUTHN CORP COM474 shares0.00%2025-09-302025-10-23history
AJG GALLAGHER ARTHUR J & CO COM451 shares-0.66%2025-09-302025-10-23history
MSCI MSCI INC COM245 shares0.00%2025-09-302025-10-23history
WFC WELLS FARGO CO NEW COM1.6K shares24.78%2025-09-302025-10-23history
CAT CATERPILLAR INC COM278 shares27.52%2025-09-302025-10-23history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO COM2.9K shares0.00%2025-09-302025-10-23history
VRTX VERTEX PHARMACEUTICALS INC COM322 shares0.00%2025-09-302025-10-23history
UTHR UNITED THERAPEUTICS CORP DEL COM300 shares0.00%2025-09-302025-10-23history
NEA NUVEEN AMT FREE QLTY MUN INCME COM11.0K shares0.00%2025-09-302025-10-23history
MCHP MICROCHIP TECHNOLOGY INC. COM1.9K shares9.44%2025-09-302025-10-23history
IWM ISHARES RUSSELL 2000 ETF500 shares0.00%2025-09-302025-10-23history
CARR CARRIER GLOBAL CORPORATION COM2.0K shares0.00%2025-09-302025-10-23history
TNC TENNANT CO COM1.4K shares0.00%2025-09-302025-10-23history
Sponsored
BK BANK NEW YORK MELLON CORP COM1.1K shares0.00%2025-09-302025-10-23history
YUM YUM BRANDS INC COM738 shares0.00%2025-09-302025-10-23history
SNPS SYNOPSYS INC COM222 shares5450.00%2025-09-302025-10-23history
PANW PALO ALTO NETWORKS INC COM534 shares0.00%2025-09-302025-10-23history
VTV VANGUARD VALUE ETF575 shares0.00%2025-09-302025-10-23history
DOV DOVER CORP COM633 shares0.00%2025-09-302025-10-23history
MAS MASCO CORP COM1.5K shares0.00%2025-09-302025-10-23history
XLU UTILITIES SELECT SECTOR SPDR FUND1.2K shares0.00%2025-09-302025-10-23history
Sponsored
VIXY PROSHARES VIX SHORT-TERM FUTURES ETF3.2K sharesnew addition2025-09-302025-10-23history
XYL XYLEM INC COM694 shares0.00%2025-09-302025-10-23history
UBER UBER TECHNOLOGIES INC COM1.0K shares0.00%2025-09-302025-10-23history
WEC WEC ENERGY GROUP INC COM867 shares0.00%2025-09-302025-10-23history
VTEB VANGUARD TAX-EXEMPT BOND ETF2.0K sharesnew addition2025-09-302025-10-23history
EBAY EBAY INC. COM1.1K shares-1.01%2025-09-302025-10-23history
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT6.7K shares0.00%2025-09-302025-10-23history
ZTS ZOETIS INC CL A650 shares0.00%2025-09-302025-10-23history
Sponsored
MAR MARRIOTT INTL INC NEW CL A365 shares0.00%2025-09-302025-10-23history
BSV VANGUARD SHORT-TERM BOND ETF1.2K shares0.00%2025-09-302025-10-23history
IDA IDACORP INC COM700 shares0.00%2025-09-302025-10-23history
GWW GRAINGER W W INC COM96 shares0.00%2025-09-302025-10-23history
NUW NUVEEN AMT-FREE MUN VALUE FD COM6.4K shares0.00%2025-09-302025-10-23history
VOOG VANGUARD S&P 500 GROWTH ETF207 shares0.00%2025-09-302025-10-23history
HYMB SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF3.6K shares0.00%2025-09-302025-10-23history
INTC INTEL CORP COM2.6K shares9.04%2025-09-302025-10-23history
Sponsored
HPQ HP INC COM3.2K shares0.00%2025-09-302025-10-23history
CVS CVS HEALTH CORP COM1.1K shares0.00%2025-09-302025-10-23history
AGZ ISHARES AGENCY BOND ETF773 shares3.62%2025-09-302025-10-23history
CVX CHEVRON CORP NEW COM543 shares0.00%2025-09-302025-10-23history
ETN EATON CORP PLC SHS223 shares0.00%2025-09-302025-10-23history
KMX CARMAX INC COM1.8K shares0.00%2025-09-302025-10-23history
AVY AVERY DENNISON CORP COM504 shares0.00%2025-09-302025-10-23history
PNC PNC FINL SVCS GROUP INC COM397 shares0.00%2025-09-302025-10-23history
Sponsored
ROP ROPER TECHNOLOGIES INC COM158 shares0.00%2025-09-302025-10-23history
HPE HEWLETT PACKARD ENTERPRISE CO COM3.2K shares0.00%2025-09-302025-10-23history
EW EDWARDS LIFESCIENCES CORP COM1.0K shares0.00%2025-09-302025-10-23history
VHT VANGUARD HEALTH CARE ETF300 shares0.00%2025-09-302025-10-23history
STAG STAG INDL INC COM2.2K shares-33.97%2025-09-302025-10-23history
SPOT SPOTIFY TECHNOLOGY S A SHS110 shares0.00%2025-09-302025-10-23history
VOT VANGUARD MID-CAP GROWTH ETF254 shares0.00%2025-09-302025-10-23history
MDY SPDR S&P MIDCAP 400 ETF TRUST124 shares0.00%2025-09-302025-10-23history
Sponsored
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF865 sharesnew addition2025-09-302025-10-23history
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1.7K sharesnew addition2025-09-302025-10-23history
SMCI SUPER MICRO COMPUTER INC COM NEW1.5K shares0.00%2025-09-302025-10-23history
SPGI S&P GLOBAL INC COM146 shares0.00%2025-09-302025-10-23history
ALC ALCON AG ORD SHS950 shares-1.04%2025-09-302025-10-23history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS250 shares0.00%2025-09-302025-10-23history
HR HEALTHCARE RLTY TR CL A COM3.8K shares-8.35%2025-09-302025-10-23history
CTAS CINTAS CORP COM320 shares0.00%2025-09-302025-10-23history
Sponsored
QCOM QUALCOMM INC COM394 shares-29.64%2025-09-302025-10-23history
VRSK VERISK ANALYTICS INC COM250 shares0.00%2025-09-302025-10-23history
DASH DOORDASH INC CL A225 shares0.00%2025-09-302025-10-23history
FLJP FRANKLIN FTSE JAPAN ETF1.8K shares0.00%2025-09-302025-10-23history
VZ VERIZON COMMUNICATIONS INC COM1.3K shares-34.86%2025-09-302025-10-23history
META META PLATFORMS INC CL A77 shares0.00%2025-09-302025-10-23history
GS GOLDMAN SACHS GROUP INC COM71 shares108.82%2025-09-302025-10-23history
TIP ISHARES TIPS BOND ETF500 shares0.00%2025-09-302025-10-23history
Sponsored
SLF SUN LIFE FINANCIAL INC. COM925 shares0.00%2025-09-302025-10-23history
TLH ISHARES 10-20 YEAR TREASURY BOND ETF530 shares-53.51%2025-09-302025-10-23history
SHOP SHOPIFY INC CL A SUB VTG SHS364 shares0.00%2025-09-302025-10-23history
AMP AMERIPRISE FINL INC COM110 shares0.00%2025-09-302025-10-23history
ESGV VANGUARD ESG U.S. STOCK ETF455 sharesnew addition2025-09-302025-10-23history
MAA MID-AMER APT CMNTYS INC COM385 shares0.00%2025-09-302025-10-23history
SUSL ISHARES ESG MSCI USA LEADERS ETF455 sharesnew addition2025-09-302025-10-23history
CB CHUBB LIMITED COM187 shares0.00%2025-09-302025-10-23history
Sponsored
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK702 shares0.00%2025-09-302025-10-23history
WOR WORTHINGTON ENTERPRISES INC COM950 shares0.00%2025-09-302025-10-23history
FDS FACTSET RESH SYS INC COM177 shares0.00%2025-09-302025-10-23history
IHI ISHARES U.S. MEDICAL DEVICES ETF840 shares0.00%2025-09-302025-10-23history
MUB ISHARES NATIONAL MUNI BOND ETF464 shares0.87%2025-09-302025-10-23history
NKE NIKE INC CL B700 shares0.00%2025-09-302025-10-23history
ADI ANALOG DEVICES INC COM196 shares0.00%2025-09-302025-10-23history
EMN EASTMAN CHEM CO COM755 shares0.00%2025-09-302025-10-23history
Sponsored
SOLV SOLVENTUM CORP COM SHS650 shares0.00%2025-09-302025-10-23history
CNI CANADIAN NATL RY CO COM500 shares0.00%2025-09-302025-10-23history
CGNX COGNEX CORP COM1.0K shares0.00%2025-09-302025-10-23history
PFG PRINCIPAL FINANCIAL GROUP INC COM559 shares0.00%2025-09-302025-10-23history
BHB BAR HBR BANKSHARES COM1.5K shares0.00%2025-09-302025-10-23history
PYPL PAYPAL HLDGS INC COM681 shares0.00%2025-09-302025-10-23history
TSLA TESLA INC COM102 shares0.00%2025-09-302025-10-23history
AROW ARROW FINL CORP COM1.5K shares0.00%2025-09-302025-10-23history
Sponsored
TWLO TWILIO INC CL A400 shares0.00%2025-09-302025-10-23history
BLK BLACKROCK INC COM34 shares0.00%2025-09-302025-10-23history
TLT ISHARES 20 YEAR TREASURY BOND ETF440 shares0.00%2025-09-302025-10-23history
MMC MARSH & MCLENNAN COS INC COM193 shares0.00%2025-09-302025-10-23history
TT TRANE TECHNOLOGIES PLC SHS92 shares0.00%2025-09-302025-10-23history
SMB VANECK SHORT MUNI ETF2.2K shares0.00%2025-09-302025-10-23history
PH PARKER-HANNIFIN CORP COM50 shares0.00%2025-09-302025-10-23history
ZBH ZIMMER BIOMET HOLDINGS INC COM384 shares0.00%2025-09-302025-10-23history
Sponsored
DLTR DOLLAR TREE INC COM400 shares0.00%2025-09-302025-10-23history
WSM WILLIAMS SONOMA INC COM192 shares0.00%2025-09-302025-10-23history
HIG HARTFORD INSURANCE GROUP INC COM279 shares0.00%2025-09-302025-10-23history
DVY ISHARES SELECT DIVIDEND ETF260 sharesnew addition2025-09-302025-10-23history
MDT MEDTRONIC PLC SHS384 shares265.71%2025-09-302025-10-23history
WS WORTHINGTON STL INC COM SHS1.2K shares0.00%2025-09-302025-10-23history
TRI THOMSON REUTERS CORP COM232 shares0.00%2025-09-302025-10-23history
TROW PRICE T ROWE GROUP INC COM351 shares0.00%2025-09-302025-10-23history
Sponsored
CPER UNITED STATES COPPER INDEX FUND1.2K shares0.00%2025-09-302025-10-23history
WPM WHEATON PRECIOUS METALS CORP COM319 shares0.00%2025-09-302025-10-23history
KMPR KEMPER CORP COM675 shares0.00%2025-09-302025-10-23history
ACN ACCENTURE PLC IRELAND SHS CLASS A139 shares82.89%2025-09-302025-10-23history
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF738 shares0.00%2025-09-302025-10-23history
FAST FASTENAL CO COM696 shares0.00%2025-09-302025-10-23history
AMAT APPLIED MATLS INC COM161 shares0.00%2025-09-302025-10-23history
IWP ISHARES RUSSELL MID-CAP GROWTH ETF231 sharesnew addition2025-09-302025-10-23history
Sponsored
KMB KIMBERLY-CLARK CORP COM262 shares0.00%2025-09-302025-10-23history
CSX CSX CORP COM880 shares-14.56%2025-09-302025-10-23history
DELL DELL TECHNOLOGIES INC CL C210 shares0.00%2025-09-302025-10-23history
DTE DTE ENERGY CO COM197 sharesnew addition2025-09-302025-10-23history
LCID LUCID GROUP INC COM NEW1.2K sharesnew addition2025-09-302025-10-23history
FI FISERV INC COM214 shares0.00%2025-09-302025-10-23history
STT STATE STR CORP COM230 shares0.00%2025-09-302025-10-23history
MIDD MIDDLEBY CORP COM200 shares0.00%2025-09-302025-10-23history
Sponsored
L LOEWS CORP COM263 shares0.00%2025-09-302025-10-23history
MLPA GLOBAL X MLP ETF539 sharesnew addition2025-09-302025-10-23history
IFF INTERNATIONAL FLAVORS&FRAGRANC COM410 shares0.00%2025-09-302025-10-23history
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF250 sharesnew addition2025-09-302025-10-23history
IWS ISHARES RUSSELL MID-CAP VALUE ETF178 sharesnew addition2025-09-302025-10-23history
KVUE KENVUE INC COM1.5K sharesnew addition2025-09-302025-10-23history
UBS UBS GROUP AG SHS591 shares0.00%2025-09-302025-10-23history
ISRG INTUITIVE SURGICAL INC COM NEW54 shares0.00%2025-09-302025-10-23history
Sponsored
GDXJ VANECK JUNIOR GOLD MINERS ETF240 shares0.00%2025-09-302025-10-23history
NOMD NOMAD FOODS LTD USD ORD SHS1.8K shares-73.65%2025-09-302025-10-23history
CME CME GROUP INC COM84 shares-40.85%2025-09-302025-10-23history
NRG NRG ENERGY INC COM NEW137 shares0.00%2025-09-302025-10-23history
SNN SMITH & NEPHEW PLC SPDN ADR NEW605 shares0.00%2025-09-302025-10-23history
KB KB FINL GROUP INC SPONSORED ADR263 shares-10.24%2025-09-302025-10-23history
CBRE CBRE GROUP INC CL A134 shares0.00%2025-09-302025-10-23history
NI NISOURCE INC COM485 sharesnew addition2025-09-302025-10-23history
Sponsored
RSG REPUBLIC SVCS INC COM90 shares0.00%2025-09-302025-10-23history
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF608 shares0.00%2025-09-302025-10-23history
CEG CONSTELLATION ENERGY CORP COM58 shares0.00%2025-09-302025-10-23history
TTE TOTALENERGIES SE SPONSORED ADS304 sharesnew addition2025-09-302025-10-23history
PGR PROGRESSIVE CORP COM72 shares0.00%2025-09-302025-10-23history
DLR DIGITAL RLTY TR INC COM101 shares0.00%2025-09-302025-10-23history
IYR ISHARES U.S. REAL ESTATE ETF175 sharesnew addition2025-09-302025-10-23history
DE DEERE & CO COM37 shares-19.57%2025-09-302025-10-23history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC COM55 shares0.00%2025-09-302025-10-23history
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND429 sharesnew addition2025-09-302025-10-23history
EBC EASTERN BANKSHARES INC COM900 shares0.00%2025-09-302025-10-23history
DTM DT MIDSTREAM INC COMMON STOCK136 shares223.81%2025-09-302025-10-23history
XLE ENERGY SELECT SECTOR SPDR FUND170 shares0.59%2025-09-302025-10-23history
OTIS OTIS WORLDWIDE CORP COM161 shares0.00%2025-09-302025-10-23history
NMR NOMURA HLDGS INC SPONSORED ADR2.0K shares0.00%2025-09-302025-10-23history
COIN COINBASE GLOBAL INC COM CL A40 shares0.00%2025-09-302025-10-23history
Sponsored
NDAQ NASDAQ INC COM146 shares0.00%2025-09-302025-10-23history
MDLZ MONDELEZ INTL INC CL A200 shares0.00%2025-09-302025-10-23history
ABNB AIRBNB INC COM CL A96 shares0.00%2025-09-302025-10-23history
SONY SONY GROUP CORP SPONSORED ADR400 shares0.00%2025-09-302025-10-23history
UNB UNION BANKSHARES INC COM450 shares0.00%2025-09-302025-10-23history
ADBE ADOBE INC COM30 shares-42.31%2025-09-302025-10-23history
IJR ISHARES CORE S&P SMALL CAP ETF87 sharesnew addition2025-09-302025-10-23history
ADSK AUTODESK INC COM32 shares0.00%2025-09-302025-10-23history
Sponsored
AEG AEGON LTD AMER REG 1 CERT1.3K shares0.00%2025-09-302025-10-23history
LVWR LIVEWIRE GROUP INC COM2.1K shares0.00%2025-09-302025-10-23history
ALK ALASKA AIR GROUP INC COM200 shares0.00%2025-09-302025-10-23history
LECO LINCOLN ELEC HLDGS INC COM41 shares0.00%2025-09-302025-10-23history
MSI MOTOROLA SOLUTIONS INC COM NEW21 shares0.00%2025-09-302025-10-23history
SO SOUTHERN CO COM100 shares0.00%2025-09-302025-10-23history
OXY OCCIDENTAL PETE CORP COM200 shares0.00%2025-09-302025-10-23history
IIPR INNOVATIVE INDL PPTYS INC COM176 shares0.57%2025-09-302025-10-23history
Sponsored
SBUX STARBUCKS CORP COM112 shares0.00%2025-09-302025-10-23history
GILD GILEAD SCIENCES INC COM84 shares0.00%2025-09-302025-10-23history
ETSY ETSY INC COM138 shares0.00%2025-09-302025-10-23history
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF90 sharesnew addition2025-09-302025-10-23history
HON HONEYWELL INTL INC COM43 shares-31.75%2025-09-302025-10-23history
HLN HALEON PLC SPON ADS1.0K shares0.00%2025-09-302025-10-23history
ARMK ARAMARK COM229 shares0.44%2025-09-302025-10-23history
BP BP PLC SPONSORED ADR250 shares0.00%2025-09-302025-10-23history
Sponsored
IDXX IDEXX LABS INC COM13 shares0.00%2025-09-302025-10-23history
AMD ADVANCED MICRO DEVICES INC COM50 shares0.00%2025-09-302025-10-23history
LRCX LAM RESEARCH CORP COM NEW60 shares0.00%2025-09-302025-10-23history
ALLY ALLY FINL INC COM200 shares0.00%2025-09-302025-10-23history
STNE STONECO LTD COM CL A410 shares0.00%2025-09-302025-10-23history
AEP AMERICAN ELEC PWR CO INC COM66 sharesnew addition2025-09-302025-10-23history
IBN ICICI BANK LIMITED ADR244 shares0.00%2025-09-302025-10-23history
RIVN RIVIAN AUTOMOTIVE INC COM CL A500 shares0.00%2025-09-302025-10-23history
Sponsored
NVS NOVARTIS AG SPONSORED ADR57 shares-52.50%2025-09-302025-10-23history
MASI MASIMO CORP COM49 shares0.00%2025-09-302025-10-23history
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF331 shares0.00%2025-09-302025-10-23history
ACM AECOM COM50 shares0.00%2025-09-302025-10-23history
CLX CLOROX CO DEL COM50 shares0.00%2025-09-302025-10-23history
RY ROYAL BK CDA COM39 shares0.00%2025-09-302025-10-23history
WF WOORI FINL GROUP INC SPONSORED ADS100 shares0.00%2025-09-302025-10-23history
JCI JOHNSON CTLS INTL PLC SHS51 shares0.00%2025-09-302025-10-23history
Sponsored
ALL ALLSTATE CORP COM26 shares0.00%2025-09-302025-10-23history
DD DUPONT DE NEMOURS INC COM71 sharesnew addition2025-09-302025-10-23history
IWR ISHARES RUSSELL MIDCAP ETF56 sharesnew addition2025-09-302025-10-23history
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS339 shares0.00%2025-09-302025-10-23history
ORA ORMAT TECHNOLOGIES INC COM56 shares0.00%2025-09-302025-10-23history
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A79 shares0.00%2025-09-302025-10-23history
DUK DUKE ENERGY CORP NEW COM NEW42 sharesnew addition2025-09-302025-10-23history
GDDY GODADDY INC CL A37 shares0.00%2025-09-302025-10-23history
Sponsored
XYZ BLOCK INC CL A70 shares0.00%2025-09-302025-10-23history
CDNS CADENCE DESIGN SYSTEM INC COM14 shares0.00%2025-09-302025-10-23history
K KELLANOVA COM59 shares0.00%2025-09-302025-10-23history
SNOW SNOWFLAKE INC COM SHS20 shares0.00%2025-09-302025-10-23history
WDAY WORKDAY INC CL A18 shares0.00%2025-09-302025-10-23history
THC TENET HEALTHCARE CORP COM NEW21 shares0.00%2025-09-302025-10-23history
HCA HCA HEALTHCARE INC COM10 shares0.00%2025-09-302025-10-23history
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR250 shares0.00%2025-09-302025-10-23history
Sponsored
INFY INFOSYS LTD SPONSORED ADR254 shares0.00%2025-09-302025-10-23history
TEAM ATLASSIAN CORPORATION CL A25 shares0.00%2025-09-302025-10-23history
PTC PTC INC COM18 shares0.00%2025-09-302025-10-23history
ASB ASSOCIATED BANC CORP COM134 shares0.00%2025-09-302025-10-23history
PDD PDD HOLDINGS INC SPONSORED ADS26 shares0.00%2025-09-302025-10-23history
HSBC HSBC HLDGS PLC SPON ADR NEW48 shares0.00%2025-09-302025-10-23history
TPR TAPESTRY INC COM29 shares0.00%2025-09-302025-10-23history
HWM HOWMET AEROSPACE INC COM16 shares0.00%2025-09-302025-10-23history
Sponsored
LNW LIGHT & WONDER INC COM36 shares0.00%2025-09-302025-10-23history
RNG RINGCENTRAL INC CL A100 shares0.00%2025-09-302025-10-23history
OGN ORGANON & CO COMMON STOCK255 shares0.00%2025-09-302025-10-23history
LDOS LEIDOS HOLDINGS INC COM14 shares0.00%2025-09-302025-10-23history
AER AERCAP HOLDINGS NV SHS20 shares0.00%2025-09-302025-10-23history
CRTO CRITEO S A SPONS ADS100 shares0.00%2025-09-302025-10-23history
MS MORGAN STANLEY COM NEW14 shares0.00%2025-09-302025-10-23history
FTV FORTIVE CORP COM45 shares0.00%2025-09-302025-10-23history
Sponsored
FSLY FASTLY INC CL A250 shares0.00%2025-09-302025-10-23history
FTNT FORTINET INC COM25 shares0.00%2025-09-302025-10-23history
UNM UNUM GROUP COM26 shares0.00%2025-09-302025-10-23history
WELL WELLTOWER INC COM11 shares0.00%2025-09-302025-10-23history
PSO PEARSON PLC SPONSORED ADR137 shares0.00%2025-09-302025-10-23history
EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR36 shares0.00%2025-09-302025-10-23history
HRB BLOCK H & R INC COM37 shares-46.38%2025-09-302025-10-23history
MET METLIFE INC COM22 shares-64.52%2025-09-302025-10-23history
Sponsored
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF34 shares0.00%2025-09-302025-10-23history
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW218 shares0.00%2025-09-302025-10-23history
DOW DOW INC COM72 sharesnew addition2025-09-302025-10-23history
ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B5 shares0.00%2025-09-302025-10-23history
VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF148 shares0.00%2025-09-302025-10-23history
AGO ASSURED GUARANTY LTD COM17 shares0.00%2025-09-302025-10-23history
VTRS VIATRIS INC COM138 shares0.00%2025-09-302025-10-23history
ICLN ISHARES GLOBAL CLEAN ENERGY ETF83 sharesnew addition2025-09-302025-10-23history
Sponsored
GM GENERAL MTRS CO COM19 shares0.00%2025-09-302025-10-23history
PRU PRUDENTIAL FINL INC COM11 shares0.00%2025-09-302025-10-23history
SYM SYMBOTIC INC CLASS A COM20 shares0.00%2025-09-302025-10-23history
AON AON PLC SHS CL A3 shares0.00%2025-09-302025-10-23history
MELI MERCADOLIBRE INC COMN/A sharesnew addition2025-09-302025-10-23history
QFIN QFIN HOLDINGS INC AMERICAN DEP33 shares0.00%2025-09-302025-10-23history
GIB CGI INC CL A SUB VTG9 shares0.00%2025-09-302025-10-23history
SAP SAP SE SPON ADR3 shares0.00%2025-09-302025-10-23history
Sponsored
RAL RALLIANT CORP COM15 shares0.00%2025-09-302025-10-23history
SNDL SNDL INC COM222 shares0.00%2025-09-302025-10-23history
COCP COCRYSTAL PHARMA INC COM NEW418 shares0.00%2025-09-302025-10-23history
TLRY TILRAY BRANDS INC COM300 shares0.00%2025-09-302025-10-23history
VSTS VESTIS CORPORATION COM SHS113 shares0.00%2025-09-302025-10-23history
VIA VIA TRANSN INC COM CL A10 sharesnew addition2025-09-302025-10-23history
GRWG GROWGENERATION CORP COM200 shares0.00%2025-09-302025-10-23history
VTI VANGUARD TOTAL STOCK MARKET ETF1 shares0.00%2025-09-302025-10-23history
Sponsored
BKNG BOOKING HOLDINGS INC COMN/A sharesnew addition2025-09-302025-10-23history
SEDG SOLAREDGE TECHNOLOGIES INC COM5 shares0.00%2025-09-302025-10-23history
AMT AMERICAN TOWER CORP NEW COM1 shares0.00%2025-09-302025-10-23history
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A85 shares0.00%2025-09-302025-10-23history
OLED UNIVERSAL DISPLAY CORP COM1 shares0.00%2025-09-302025-10-23history
HAS HASBRO INC COM1 shares0.00%2025-09-302025-10-23history
PAYC PAYCOM SOFTWARE INC COMN/A sharesnew addition2025-09-302025-10-23history
BYND BEYOND MEAT INC COM30 shares0.00%2025-09-302025-10-23history
Sponsored
SWKS SKYWORKS SOLUTIONS INC COM1 shares0.00%2025-09-302025-10-23history
ODFL OLD DOMINION FREIGHT LINE INC COMN/A sharesnew addition2025-09-302025-10-23history
MTCH MATCH GROUP INC NEW COMN/A sharesSold allโ€‹โ€‹2025-09-302025-10-23history
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDN/A sharesnew addition2025-09-302025-10-23history
DSI ISHARES ESG MSCI KLD 400 ETFN/A sharesnew addition2025-09-302025-10-23history
PRF INVESCO RAFI US 1000 ETFN/A sharesnew addition2025-09-302025-10-23history
LVWR.WS LIVEWIRE GROUP INC WT EXP 09262750 shares0.00%2025-09-302025-10-23history
STEW SRH TOTAL RETURN FUND INC COMN/A sharesnew addition2025-09-302025-10-23history
Sponsored
WKHS WORKHORSE GROUP INC COM NEW1 shares0.00%2025-09-302025-10-23history
IJH ISHARES CORE S&P MID-CAP ETFN/A sharesnew addition2025-09-302025-10-23history

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