$2.69 Million is the total value of WADE G W & INC's 401 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 8.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLN | Buy | WISDOMTREE TRus largecap divd | $128,141 | -2.8% | 2,083,938 | +0.5% | 4.77% | -0.5% |
| AAPL | Sell | APPLE INC | $124,696 | -11.8% | 728,320 | -0.1% | 4.64% | -9.7% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $124,697 | -0.3% | 468,802 | +3.2% | 4.64% | +2.1% |
| MSFT | Buy | MICROSOFT CORP | $88,947 | -6.3% | 281,700 | +1.1% | 3.31% | -4.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $85,806 | +4.1% | 199,814 | +8.0% | 3.19% | +6.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $76,375 | -0.8% | 943,246 | -0.7% | 2.84% | +1.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $70,983 | -7.7% | 980,693 | -5.2% | 2.64% | -5.5% |
| XOM | Sell | EXXON MOBIL CORP | $62,436 | -8.9% | 531,009 | -16.9% | 2.32% | -6.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $59,992 | -0.5% | 167,448 | +2.5% | 2.23% | +1.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $45,840 | -4.6% | 107,232 | -1.0% | 1.71% | -2.2% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $43,871 | -4.9% | 288,969 | -1.2% | 1.63% | -2.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $43,349 | -1.2% | 297,193 | +2.8% | 1.61% | +1.2% |
| DVY | Sell | ISHARES TRselect divid etf | $41,796 | -13.0% | 388,293 | -8.4% | 1.56% | -10.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $41,092 | +0.5% | 164,795 | +5.4% | 1.53% | +2.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $38,340 | -3.2% | 876,954 | +2.3% | 1.43% | -0.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $38,229 | -5.4% | 405,271 | -0.1% | 1.42% | -3.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $34,131 | +4.9% | 340,832 | +4.5% | 1.27% | +7.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $33,594 | -7.7% | 215,694 | -1.9% | 1.25% | -5.5% |
| AMZN | Buy | AMAZON COM INC | $31,965 | +0.4% | 251,454 | +2.9% | 1.19% | +2.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $30,915 | +0.9% | 213,179 | +1.2% | 1.15% | +3.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $29,883 | -4.3% | 327,130 | +1.2% | 1.11% | -2.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $28,299 | -1.9% | 413,613 | +1.1% | 1.05% | +0.6% |
| IXC | Sell | ISHARES TRglobal energ etf | $27,605 | +8.3% | 669,045 | -2.3% | 1.03% | +10.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $26,825 | +2.5% | 384,417 | +6.7% | 1.00% | +4.9% |
| AVGO | Sell | BROADCOM INC | $26,806 | -8.4% | 32,274 | -4.4% | 1.00% | -6.3% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $25,792 | +5.9% | 104,490 | +9.0% | 0.96% | +8.5% |
| PEP | Sell | PEPSICO INC | $24,054 | -10.6% | 141,964 | -2.3% | 0.90% | -8.5% |
| WM | Sell | WASTE MGMT INC DEL | $23,007 | -12.1% | 150,927 | -0.0% | 0.86% | -10.0% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $22,980 | +18.6% | 464,890 | +14.9% | 0.86% | +21.4% |
| SBUX | Buy | STARBUCKS CORP | $22,654 | -7.0% | 248,209 | +1.0% | 0.84% | -4.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $22,507 | +6.9% | 95,811 | +10.9% | 0.84% | +9.4% |
| HON | Sell | HONEYWELL INTL INC | $22,388 | -12.5% | 121,185 | -1.7% | 0.83% | -10.3% |
| MRK | Buy | MERCK & CO INC | $22,172 | -9.3% | 215,367 | +1.6% | 0.82% | -7.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,873 | +15.2% | 165,894 | +5.7% | 0.81% | +18.0% |
| AMGN | Buy | AMGEN INC | $21,168 | +23.1% | 78,762 | +1.7% | 0.79% | +26.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $21,138 | -5.2% | 128,945 | +0.5% | 0.79% | -3.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $20,776 | +11.8% | 59,310 | +8.8% | 0.77% | +14.5% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $20,750 | -4.1% | 153,082 | -0.3% | 0.77% | -1.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $20,054 | +6.2% | 196,569 | +12.6% | 0.75% | +8.7% |
| KO | Buy | COCA COLA CO | $19,960 | -3.4% | 356,550 | +3.9% | 0.74% | -1.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $18,294 | +4.0% | 59,568 | +4.5% | 0.68% | +6.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $18,190 | -12.1% | 116,701 | +1.1% | 0.68% | -10.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $17,795 | +0.2% | 241,391 | +2.0% | 0.66% | +2.6% |
| CSCO | Buy | CISCO SYS INC | $17,797 | +12.4% | 331,036 | +8.2% | 0.66% | +15.1% |
| BLK | Buy | BLACKROCK INC | $17,707 | -3.9% | 27,389 | +2.7% | 0.66% | -1.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $17,166 | -1.7% | 111,582 | +3.0% | 0.64% | +0.8% |
| QCOM | Sell | QUALCOMM INC | $17,096 | -6.9% | 153,936 | -0.2% | 0.64% | -4.6% |
| RY | Buy | ROYAL BK CDA | $16,663 | -5.4% | 190,560 | +3.3% | 0.62% | -3.1% |
| MUB | Sell | ISHARES TRnational mun etf | $16,497 | -28.3% | 160,888 | -25.4% | 0.61% | -26.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $16,290 | +372.3% | 367,385 | +342.6% | 0.61% | +384.8% |
| CVS | Buy | CVS HEALTH CORP | $16,028 | +3.2% | 229,561 | +2.2% | 0.60% | +5.7% |
| GD | Sell | GENERAL DYNAMICS CORP | $15,643 | -0.3% | 70,793 | -2.9% | 0.58% | +2.1% |
| NEE | Buy | NEXTERA ENERGY INC | $15,243 | -13.9% | 266,073 | +11.6% | 0.57% | -11.8% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $14,708 | -17.2% | 45,456 | -17.4% | 0.55% | -15.2% |
| SO | Buy | SOUTHERN CO | $14,709 | -7.1% | 227,277 | +0.9% | 0.55% | -4.9% |
| NVDA | Buy | NVIDIA CORPORATION | $14,569 | +3.3% | 33,494 | +0.4% | 0.54% | +5.7% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $13,824 | -16.2% | 113,706 | +2.6% | 0.51% | -14.2% |
| MFC | Buy | MANULIFE FINL CORP | $13,679 | -0.8% | 748,316 | +2.6% | 0.51% | +1.6% |
| PFE | Sell | PFIZER INC | $13,406 | -18.3% | 404,156 | -9.7% | 0.50% | -16.3% |
| CVX | Buy | CHEVRON CORP NEW | $12,803 | +8.9% | 75,929 | +1.6% | 0.48% | +11.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $12,046 | -6.7% | 115,453 | -1.8% | 0.45% | -4.5% |
| SHOP | Buy | SHOPIFY INCcl a | $11,957 | +23.2% | 219,110 | +45.8% | 0.44% | +26.1% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $11,955 | -6.9% | 53,334 | +0.8% | 0.44% | -4.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,827 | +8.7% | 90,380 | -0.6% | 0.44% | +11.4% |
| GLD | Sell | SPDR GOLD TR | $11,789 | -3.9% | 68,760 | -0.1% | 0.44% | -1.6% |
| MS | Sell | MORGAN STANLEY | $11,207 | -5.2% | 137,221 | -0.8% | 0.42% | -2.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,793 | -8.4% | 275,261 | -5.0% | 0.40% | -6.1% |
| MDT | Buy | MEDTRONIC PLC | $10,648 | -6.4% | 135,889 | +5.3% | 0.40% | -4.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $10,650 | -30.0% | 88,127 | -20.0% | 0.40% | -28.3% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $10,533 | -2.9% | 199,487 | -0.5% | 0.39% | -0.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $10,082 | +4.4% | 110,083 | +10.1% | 0.38% | +6.8% |
| HD | Buy | HOME DEPOT INC | $9,397 | +9.3% | 31,099 | +12.3% | 0.35% | +12.2% |
| PSX | Buy | PHILLIPS 66 | $9,148 | +3649.2% | 76,140 | +2874.2% | 0.34% | +3677.8% |
| TIP | Sell | ISHARES TRtips bd etf | $8,965 | -6.7% | 86,433 | -3.2% | 0.33% | -4.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $8,922 | -5.4% | 217,829 | -2.8% | 0.33% | -3.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $8,281 | +13.2% | 14,658 | +7.9% | 0.31% | +15.8% |
| V | Buy | VISA INC | $7,943 | +23.5% | 34,532 | +27.5% | 0.30% | +26.5% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $7,781 | +56.1% | 213,640 | +386.1% | 0.29% | +60.2% |
| ES | Buy | EVERSOURCE ENERGY | $7,737 | +99.8% | 133,053 | +143.6% | 0.29% | +104.3% |
| LLY | Buy | ELI LILLY & CO | $7,213 | +62.2% | 13,429 | +41.6% | 0.27% | +65.4% |
| FB | Buy | META PLATFORMS INCcl a | $7,113 | +5.2% | 23,695 | +0.6% | 0.26% | +7.7% |
| NXGN | Buy | NEXTGEN HEALTHCARE INC | $7,040 | +52.9% | 296,652 | +4.5% | 0.26% | +56.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $6,867 | -2.1% | 62,610 | +2.6% | 0.26% | +0.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $6,573 | -4.7% | 95,367 | +0.2% | 0.24% | -2.4% |
| PFF | Buy | ISHARES TRpfd and incm sec | $6,472 | +8.1% | 214,655 | +10.9% | 0.24% | +11.1% |
| JPEM | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $6,416 | -11.5% | 127,381 | -11.3% | 0.24% | -9.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,423 | +4.6% | 19,176 | +7.4% | 0.24% | +7.2% |
| ABBV | Sell | ABBVIE INC | $6,064 | +9.1% | 40,680 | -1.4% | 0.23% | +11.9% |
| RTX | Sell | RTX CORPORATION | $6,026 | -70.7% | 83,727 | -60.1% | 0.22% | -70.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,673 | +11.5% | 11,251 | +6.3% | 0.21% | +14.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,477 | +1.4% | 13,835 | +0.7% | 0.20% | +4.1% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $5,465 | -2.6% | 108,106 | +0.0% | 0.20% | -0.5% |
| ZTS | Buy | ZOETIS INCcl a | $5,452 | +6.3% | 31,338 | +5.2% | 0.20% | +9.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $5,327 | -2.8% | 95,167 | +0.0% | 0.20% | -0.5% |
| MCD | Buy | MCDONALDS CORP | $5,156 | -6.0% | 19,573 | +6.5% | 0.19% | -3.5% |
| XAR | Sell | SPDR SER TRaerospace def | $5,040 | -8.0% | 44,959 | -0.3% | 0.19% | -5.5% |
| DIS | Sell | DISNEY WALT CO | $4,873 | -11.7% | 60,121 | -2.7% | 0.18% | -9.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $4,829 | -4.7% | 75,044 | -0.0% | 0.18% | -2.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,697 | -3.5% | 30,230 | +0.9% | 0.18% | -1.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,687 | -17.9% | 61,943 | -9.3% | 0.17% | -15.9% |
| Buy | J P MORGAN EXCHANGE TRADED Factive growth | $4,612 | +612.8% | 85,578 | +637.5% | 0.17% | +616.7% | |
| FDX | Buy | FEDEX CORP | $4,579 | +7.2% | 17,283 | +0.3% | 0.17% | +9.7% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $4,476 | -1.8% | 61,967 | +2.0% | 0.17% | +0.6% |
| WMT | Buy | WALMART INC | $4,469 | +7.5% | 27,946 | +5.6% | 0.17% | +9.9% |
| GLTR | Buy | ABRDN PRECIOUS METALS BASKETphyscl precs met | $4,410 | +7.3% | 52,402 | +10.6% | 0.16% | +10.1% |
| Buy | TOAST INCcl a | $4,344 | +136.1% | 231,954 | +184.6% | 0.16% | +141.8% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $4,353 | -2.7% | 77,078 | +1.6% | 0.16% | 0.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $4,305 | -3.9% | 48,247 | +2.4% | 0.16% | -1.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,173 | +21.8% | 19,646 | +26.3% | 0.16% | +25.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,174 | +38.5% | 17,349 | +26.6% | 0.16% | +42.2% |
| BAC | Buy | BANK AMERICA CORP | $4,100 | +9.5% | 149,734 | +14.8% | 0.15% | +12.5% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,036 | -12.7% | 31,354 | -10.0% | 0.15% | -10.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,952 | -3.0% | 39,153 | +3.0% | 0.15% | -0.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $3,809 | -4.0% | 44,138 | +6.1% | 0.14% | -1.4% |
| BX | Buy | BLACKSTONE INC | $3,802 | +21.0% | 35,482 | +5.0% | 0.14% | +23.7% |
| IDV | Sell | ISHARES TRintl sel div etf | $3,650 | -16.9% | 143,694 | -13.8% | 0.14% | -14.5% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,514 | -4.0% | 106,530 | +400.0% | 0.13% | -1.5% |
| ORCL | Sell | ORACLE CORP | $3,434 | -12.8% | 32,420 | -1.9% | 0.13% | -10.5% |
| VERV | VERVE THERAPEUTICS INC | $3,443 | -29.3% | 259,626 | 0.0% | 0.13% | -27.7% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,356 | +18.2% | 23,919 | +12.7% | 0.12% | +21.4% |
| NKE | Buy | NIKE INCcl b | $3,352 | -8.9% | 35,058 | +5.2% | 0.12% | -6.7% |
| WRB | Sell | BERKLEY W R CORP | $3,296 | -10.6% | 51,917 | -16.2% | 0.12% | -8.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $3,269 | -3.1% | 34,808 | +0.5% | 0.12% | -0.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,203 | -9.3% | 98,831 | +4.1% | 0.12% | -7.0% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,157 | -29.5% | 100,432 | -10.0% | 0.12% | -28.2% |
| LOW | Buy | LOWES COS INC | $3,069 | +2.8% | 14,764 | +11.6% | 0.11% | +5.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,044 | -3.3% | 17,221 | +2.4% | 0.11% | -0.9% |
| EFV | Buy | ISHARES TReafe value etf | $2,955 | +5.0% | 60,398 | +5.0% | 0.11% | +7.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,961 | -2.8% | 58,509 | +0.6% | 0.11% | -0.9% |
| ABT | Sell | ABBOTT LABS | $2,855 | -12.4% | 29,474 | -1.4% | 0.11% | -10.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $2,765 | +7.4% | 32,330 | +13.5% | 0.10% | +9.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,730 | -23.1% | 6,676 | -13.4% | 0.10% | -20.9% |
| TSLA | Buy | TESLA INC | $2,729 | -1.8% | 10,906 | +2.7% | 0.10% | +1.0% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $2,633 | +1.4% | 53,288 | +5.6% | 0.10% | +4.3% |
| SOXX | Buy | ISHARES TRishares semicdtr | $2,618 | +10.6% | 5,527 | +18.5% | 0.10% | +12.8% |
| APP | APPLOVIN CORP | $2,589 | +55.3% | 64,799 | 0.0% | 0.10% | +57.4% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,541 | +26.7% | 11,032 | +37.6% | 0.10% | +30.1% |
| RPD | Sell | RAPID7 INC | $2,494 | -14.6% | 54,478 | -15.5% | 0.09% | -12.3% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $2,491 | -1.9% | 78,645 | 0.0% | 0.09% | +1.1% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,504 | -5.3% | 17,673 | +0.0% | 0.09% | -3.1% |
| T | Buy | AT&T INC | $2,489 | +3.4% | 165,680 | +9.8% | 0.09% | +6.9% |
| BKNG | Sell | BOOKING HOLDINGS INC | $2,501 | -8.2% | 811 | -19.6% | 0.09% | -6.1% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,417 | -0.2% | 31,841 | -0.2% | 0.09% | +2.3% |
| BP | Buy | BP PLCsponsored adr | $2,407 | +10.4% | 62,166 | +0.6% | 0.09% | +13.9% |
| IWV | ISHARES TRrussell 3000 etf | $2,384 | -3.7% | 9,728 | 0.0% | 0.09% | -1.1% | |
| UNP | Buy | UNION PAC CORP | $2,390 | +18.4% | 11,739 | +19.0% | 0.09% | +21.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,332 | -2.7% | 32,797 | +5.5% | 0.09% | 0.0% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $2,287 | +368.6% | 44,611 | +386.0% | 0.08% | +372.2% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,250 | -6.2% | 19,562 | +0.0% | 0.08% | -3.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,264 | -1.7% | 59,649 | +2.5% | 0.08% | 0.0% |
| VOO | Sell | VANGUARD INDEX FDS | $2,152 | -6.4% | 5,481 | -2.9% | 0.08% | -4.8% |
| MCK | Sell | MCKESSON CORP | $2,162 | -28.6% | 4,971 | -29.8% | 0.08% | -27.3% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,141 | -4.7% | 67,270 | +390.1% | 0.08% | -2.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,126 | +2.7% | 4 | 0.0% | 0.08% | +5.3% | |
| TJX | Sell | TJX COS INC NEW | $2,087 | +3.7% | 23,483 | -1.1% | 0.08% | +6.8% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $2,093 | -21.9% | 16,567 | -17.8% | 0.08% | -19.6% |
| NVS | Sell | NOVARTIS AGsponsored adr | $2,081 | -9.4% | 20,432 | -10.3% | 0.08% | -7.2% |
| INTC | Buy | INTEL CORP | $2,064 | +11.4% | 58,054 | +4.8% | 0.08% | +14.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,025 | -1.1% | 4,000 | +1.9% | 0.08% | +1.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,985 | -13.9% | 59,841 | -12.5% | 0.07% | -11.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,979 | -1.1% | 41,587 | +2.4% | 0.07% | +1.4% |
| IBB | Buy | ISHARES TRishares biotech | $1,976 | -2.4% | 16,155 | +1.3% | 0.07% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,947 | -2.7% | 7,635 | +1.3% | 0.07% | -1.4% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $1,922 | +13.1% | 2,336 | -1.3% | 0.07% | +16.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,902 | -4.7% | 32,766 | +5.0% | 0.07% | -2.7% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,909 | -4.6% | 4,179 | 0.0% | 0.07% | -2.7% | |
| UL | Sell | UNILEVER PLCspon adr new | $1,870 | -11.6% | 37,860 | -6.7% | 0.07% | -9.1% |
| ADBE | Buy | ADOBE INC | $1,884 | +14.0% | 3,694 | +9.3% | 0.07% | +16.7% |
| MMM | Buy | 3M CO | $1,858 | -4.8% | 19,847 | +1.8% | 0.07% | -2.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,857 | -6.9% | 26,811 | -1.8% | 0.07% | -4.2% |
| NFLX | Buy | NETFLIX INC | $1,828 | -12.7% | 4,841 | +1.9% | 0.07% | -10.5% |
| SYK | Buy | STRYKER CORPORATION | $1,814 | +66.3% | 6,638 | +85.7% | 0.07% | +67.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,804 | -3.8% | 10,969 | +13.4% | 0.07% | -1.5% |
| BA | Buy | BOEING CO | $1,757 | -6.0% | 9,166 | +3.5% | 0.06% | -4.4% |
| CAT | Buy | CATERPILLAR INC | $1,677 | +33.0% | 6,145 | +19.9% | 0.06% | +34.8% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,649 | +9.1% | 20,261 | +12.8% | 0.06% | +10.9% |
| HIFS | HINGHAM INSTN SVGS MASS | $1,649 | -12.4% | 8,828 | 0.0% | 0.06% | -10.3% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,624 | -1.4% | 39,202 | +4.3% | 0.06% | 0.0% |
| EMR | Sell | EMERSON ELEC CO | $1,546 | +6.8% | 16,005 | -0.0% | 0.06% | +9.4% |
| VLO | Buy | VALERO ENERGY CORP | $1,525 | +121.7% | 10,762 | +83.6% | 0.06% | +128.0% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,533 | -12.8% | 30,431 | +1.3% | 0.06% | -10.9% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,520 | -4.6% | 25,257 | -1.6% | 0.06% | -1.7% |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $1,505 | +113.5% | 46,904 | +121.8% | 0.06% | +115.4% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,486 | +38.5% | 815 | 0.0% | 0.06% | +41.0% | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,490 | -0.1% | 49,040 | +3.4% | 0.06% | +1.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,474 | -1.3% | 16,706 | +0.3% | 0.06% | +1.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,466 | -7.5% | 41,898 | -3.8% | 0.06% | -5.2% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,464 | -14.3% | 799 | 0.0% | 0.05% | -12.9% | |
| KDP | Sell | KEURIG DR PEPPER INC | $1,398 | -2.0% | 44,293 | -2.9% | 0.05% | 0.0% |
| FISV | Sell | FISERV INC | $1,347 | -15.5% | 11,927 | -5.6% | 0.05% | -13.8% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,323 | -2.1% | 50,452 | 0.0% | 0.05% | 0.0% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,278 | -29.9% | 8,842 | -4.7% | 0.05% | -27.3% |
| GLW | Sell | CORNING INC | $1,286 | -15.1% | 42,221 | -2.3% | 0.05% | -12.7% |
| MKL | Sell | MARKEL GROUP INC | $1,256 | -15.0% | 853 | -20.1% | 0.05% | -13.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $1,253 | -3.6% | 32,179 | +0.0% | 0.05% | 0.0% |
| New | KENVUE INC | $1,269 | – | 63,188 | +100.0% | 0.05% | – | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $1,216 | -33.3% | 17,554 | -9.2% | 0.04% | -31.8% |
| Sell | BROOKFIELD CORPcl a ltd vt sh | $1,191 | -18.3% | 38,084 | -12.0% | 0.04% | -17.0% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,154 | -9.7% | 2,782 | -3.8% | 0.04% | -6.5% |
| CWB | SPDR SER TRbbg conv sec etf | $1,147 | -3.1% | 16,920 | 0.0% | 0.04% | 0.0% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,169 | -0.7% | 4,971 | +3.4% | 0.04% | 0.0% |
| CRM | Buy | SALESFORCE INC | $1,162 | +18.7% | 5,731 | +23.7% | 0.04% | +19.4% |
| CNC | Sell | CENTENE CORP DEL | $1,128 | -14.2% | 16,371 | -16.0% | 0.04% | -12.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,120 | +13.9% | 11,967 | +2.6% | 0.04% | +16.7% |
| ADI | Sell | ANALOG DEVICES INC | $1,083 | -27.2% | 6,186 | -19.0% | 0.04% | -25.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,072 | +3.8% | 10,373 | +6.5% | 0.04% | +5.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,076 | +4.5% | 16,406 | +3.7% | 0.04% | +8.1% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,028 | +6.0% | 14,871 | +11.8% | 0.04% | +8.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,014 | -6.0% | 5,361 | -1.2% | 0.04% | -2.6% |
| Sell | GENERAL ELECTRIC CO | $992 | -3.5% | 8,978 | -4.1% | 0.04% | 0.0% | |
| AXP | Sell | AMERICAN EXPRESS CO | $993 | -15.6% | 6,656 | -1.5% | 0.04% | -14.0% |
| ESML | Sell | ISHARES TResg aware msci | $974 | -5.3% | 28,930 | -0.0% | 0.04% | -2.7% |
| MMC | New | MARSH & MCLENNAN COS INC | $961 | – | 5,050 | +100.0% | 0.04% | – |
| SYY | Buy | SYSCO CORP | $972 | -11.0% | 14,721 | +0.1% | 0.04% | -10.0% |
| STT | Buy | STATE STR CORP | $935 | -8.3% | 13,961 | +0.1% | 0.04% | -5.4% |
| GDYN | GRID DYNAMICS HLDGS INCcl a | $950 | +31.8% | 77,958 | 0.0% | 0.04% | +34.6% | |
| GIS | Buy | GENERAL MLS INC | $950 | -16.6% | 14,851 | +0.0% | 0.04% | -14.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $902 | +4.8% | 12,746 | +7.5% | 0.03% | +9.7% |
| DE | Sell | DEERE & CO | $925 | -12.9% | 2,452 | -6.4% | 0.03% | -12.8% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $920 | +5.0% | 11,119 | +12.4% | 0.03% | +6.2% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $918 | -13.6% | 38,626 | -13.1% | 0.03% | -12.8% |
| MLHR | Sell | MILLERKNOLL INC | $907 | +41.3% | 37,088 | -14.7% | 0.03% | +47.8% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $895 | -44.6% | 10,093 | -35.7% | 0.03% | -44.1% |
| O | New | REALTY INCOME CORP | $894 | – | 17,893 | +100.0% | 0.03% | – |
| GILD | Buy | GILEAD SCIENCES INC | $891 | -0.8% | 11,890 | +2.1% | 0.03% | 0.0% |
| CB | Buy | CHUBB LIMITED | $868 | +147.3% | 4,172 | +129.0% | 0.03% | +146.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $865 | +0.1% | 12,460 | +5.2% | 0.03% | +3.2% |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $822 | -4.5% | 5,620 | 0.0% | 0.03% | 0.0% | |
| SPGI | Buy | S&P GLOBAL INC | $838 | -7.1% | 2,293 | +2.0% | 0.03% | -6.1% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $807 | +11.9% | 19,130 | +4.0% | 0.03% | +15.4% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $767 | -2.9% | 12,941 | 0.0% | 0.03% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $780 | +2.0% | 3,920 | 0.0% | 0.03% | +3.6% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $770 | -4.7% | 22,677 | 0.0% | 0.03% | 0.0% | |
| KLAC | Sell | KLA CORP | $791 | -6.3% | 1,724 | -0.9% | 0.03% | -6.5% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $777 | -2.1% | 7,659 | +0.1% | 0.03% | 0.0% |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $755 | -4.1% | 25,546 | 0.0% | 0.03% | -3.4% | |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $741 | -6.1% | 15,939 | +3.9% | 0.03% | -3.4% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $740 | +1.0% | 11,350 | +4.6% | 0.03% | +3.7% |
| ITA | ISHARES TRus aer def etf | $761 | -9.2% | 7,180 | 0.0% | 0.03% | -6.7% | |
| IYY | ISHARES TRdow jones us etf | $751 | -3.5% | 7,186 | 0.0% | 0.03% | 0.0% | |
| Sell | SHELL PLCspon ads | $754 | +2.3% | 11,712 | -4.1% | 0.03% | +3.7% | |
| IXN | ISHARES TRglobal tech etf | $762 | -7.1% | 13,182 | 0.0% | 0.03% | -6.7% | |
| IDXX | Buy | IDEXX LABS INC | $731 | -11.2% | 1,671 | +2.0% | 0.03% | -10.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $660 | -24.4% | 11,207 | -16.0% | 0.02% | -21.9% |
| MRNA | Buy | MODERNA INC | $673 | +21.9% | 6,514 | +43.4% | 0.02% | +25.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $669 | -24.6% | 7,402 | -32.3% | 0.02% | -21.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $677 | +0.4% | 13,675 | +4.5% | 0.02% | +4.2% |
| IGSB | Sell | ISHARES TR | $653 | -4.0% | 13,112 | -3.2% | 0.02% | -4.0% |
| Sell | CANADIAN PACIFIC KANSAS CITY | $651 | -24.6% | 8,744 | -18.1% | 0.02% | -22.6% | |
| GLP | Buy | GLOBAL PARTNERS LP | $637 | +15.4% | 18,043 | +0.4% | 0.02% | +20.0% |
| HUBS | Sell | HUBSPOT INC | $658 | -7.5% | 1,336 | -0.1% | 0.02% | -7.7% |
| VVV | Sell | VALVOLINE INC | $642 | -49.2% | 19,927 | -40.9% | 0.02% | -47.8% |
| INTU | Buy | INTUIT | $628 | +14.0% | 1,230 | +2.2% | 0.02% | +15.0% |
| Sell | U HAUL HOLDING COMPANY | $618 | -7.2% | 11,801 | -10.2% | 0.02% | -4.2% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $626 | -15.7% | 4,371 | -1.7% | 0.02% | -14.8% |
| HEI | Sell | HEICO CORP NEW | $594 | -12.8% | 3,671 | -4.6% | 0.02% | -12.0% |
| ETN | Buy | EATON CORP PLC | $597 | +39.2% | 2,799 | +31.1% | 0.02% | +37.5% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $594 | -16.1% | 6,131 | -15.5% | 0.02% | -15.4% |
| GPC | Sell | GENUINE PARTS CO | $603 | -18.4% | 4,174 | -4.4% | 0.02% | -18.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $566 | -5.2% | 1,285 | -1.9% | 0.02% | -4.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $560 | -8.6% | 5,944 | -5.1% | 0.02% | -4.5% |
| EPD | ENTERPRISE PRODS PARTNERS L | $567 | +3.8% | 20,734 | 0.0% | 0.02% | +5.0% | |
| SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $554 | -28.4% | 22,348 | -6.9% | 0.02% | -25.0% |
| URTH | Sell | ISHARES INCmsci world etf | $543 | -5.2% | 4,518 | -1.8% | 0.02% | -4.8% |
| FHTX | FOGHORN THERAPEUTICS INC | $539 | -29.0% | 107,770 | 0.0% | 0.02% | -28.6% | |
| BDX | BECTON DICKINSON & CO | $536 | -2.0% | 2,072 | 0.0% | 0.02% | 0.0% | |
| DNP | Buy | DNP SELECT INCOME FD INC | $537 | -4.8% | 56,459 | +4.9% | 0.02% | 0.0% |
| IYR | Sell | ISHARES TRu.s. real es etf | $514 | -10.1% | 6,579 | -0.5% | 0.02% | -9.5% |
| DHR | Buy | DANAHER CORPORATION | $524 | +80.1% | 2,111 | +74.0% | 0.02% | +72.7% |
| FVD | FIRST TR VALUE LINE DIVID IN | $488 | -6.7% | 13,049 | 0.0% | 0.02% | -5.3% | |
| AMP | Buy | AMERIPRISE FINL INC | $488 | +94.4% | 1,481 | +95.9% | 0.02% | +100.0% |
| SCI | Buy | SERVICE CORP INTL | $473 | -11.4% | 8,273 | +0.2% | 0.02% | -5.3% |
| DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $491 | +1.7% | 22,935 | 0.0% | 0.02% | 0.0% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $488 | -2.8% | 2,345 | +2.9% | 0.02% | 0.0% |
| TXN | Sell | TEXAS INSTRS INC | $471 | -19.1% | 2,962 | -8.4% | 0.02% | -14.3% |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $473 | -3.3% | 2,478 | 0.0% | 0.02% | 0.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $490 | +2.7% | 9,824 | +6.4% | 0.02% | +5.9% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $494 | +47.0% | 10,907 | +53.2% | 0.02% | +50.0% |
| LRCX | Sell | LAM RESEARCH CORP | $445 | -3.5% | 709 | -1.3% | 0.02% | 0.0% |
| PJP | INVESCO EXCHANGE TRADED FD Tpharmaceuticals | $459 | -4.4% | 6,341 | 0.0% | 0.02% | 0.0% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $464 | -6.1% | 4,369 | -2.2% | 0.02% | -5.6% |
| DTN | Sell | WISDOMTREE TRus ai enhanced | $468 | -7.3% | 5,258 | -2.7% | 0.02% | -5.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $470 | -1.3% | 4,993 | +2.7% | 0.02% | 0.0% |
| New | NU HLDGS LTD | $446 | – | 61,506 | +100.0% | 0.02% | – | |
| USRT | Sell | ISHARES TRcre u s reit etf | $466 | -10.9% | 9,881 | -2.9% | 0.02% | -10.5% |
| NOVT | NOVANTA INC | $436 | -22.1% | 3,043 | 0.0% | 0.02% | -20.0% | |
| AMG | Buy | AFFILIATED MANAGERS GROUP IN | $420 | -13.0% | 3,225 | +0.1% | 0.02% | -11.1% |
| COP | Sell | CONOCOPHILLIPS | $434 | +13.9% | 3,624 | -1.5% | 0.02% | +14.3% |
| CI | Buy | THE CIGNA GROUP | $420 | +2.2% | 1,467 | +0.1% | 0.02% | +6.7% |
| EVRG | Buy | EVERGY INC | $422 | -8.1% | 8,324 | +5.9% | 0.02% | -5.9% |
| APD | New | AIR PRODS & CHEMS INC | $441 | – | 1,557 | +100.0% | 0.02% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $425 | +25.0% | 7,694 | +12.6% | 0.02% | +33.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $435 | -7.2% | 6,325 | +0.0% | 0.02% | -5.9% |
| NVO | Buy | NOVO-NORDISK A Sadr | $437 | +41.9% | 4,802 | +152.1% | 0.02% | +45.5% |
| IP | Sell | INTERNATIONAL PAPER CO | $432 | +2.1% | 12,180 | -8.4% | 0.02% | +6.7% |
| AFL | Buy | AFLAC INC | $399 | +25.9% | 5,201 | +14.7% | 0.02% | +25.0% |
| IYW | ISHARES TRu.s. tech etf | $416 | -3.5% | 3,963 | 0.0% | 0.02% | -6.2% | |
| PM | Sell | PHILIP MORRIS INTL INC | $398 | -18.6% | 4,301 | -14.2% | 0.02% | -16.7% |
| MGC | VANGUARD WORLD FDmega cap index | $403 | -2.9% | 2,653 | 0.0% | 0.02% | 0.0% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $401 | +41.7% | 2,040 | +32.4% | 0.02% | +50.0% |
| DGX | New | QUEST DIAGNOSTICS INC | $388 | – | 3,183 | +100.0% | 0.01% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $367 | -18.8% | 9,920 | +4.3% | 0.01% | -12.5% |
| NSC | Buy | NORFOLK SOUTHN CORP | $371 | +37.4% | 1,882 | +58.3% | 0.01% | +40.0% |
| AMAT | Buy | APPLIED MATLS INC | $376 | -3.8% | 2,716 | +0.3% | 0.01% | 0.0% |
| EXPE | EXPEDIA GROUP INC | $370 | -5.6% | 3,586 | 0.0% | 0.01% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $345 | +45.6% | 2,282 | +12.5% | 0.01% | +44.4% |
| IXUS | Buy | ISHARES TRcore msci total | $343 | -2.8% | 5,725 | +1.6% | 0.01% | 0.0% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $339 | -28.0% | 3,704 | -21.2% | 0.01% | -23.5% |
| REZ | Buy | ISHARES TRresidential mult | $338 | +1.8% | 5,120 | +13.0% | 0.01% | +8.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $357 | +1.7% | 1,223 | +19.1% | 0.01% | 0.0% |
| HONE | Buy | HARBORONE BANCORP INC NEW | $351 | +9.7% | 36,831 | +0.0% | 0.01% | +8.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $333 | +3.1% | 2,414 | +6.3% | 0.01% | 0.0% |
| PINS | PINTEREST INCcl a | $314 | -0.9% | 11,601 | 0.0% | 0.01% | 0.0% | |
| WEC | New | WEC ENERGY GROUP INC | $323 | – | 4,008 | +100.0% | 0.01% | – |
| CNI | New | CANADIAN NATL RY CO | $331 | – | 3,057 | +100.0% | 0.01% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $321 | -12.8% | 5,486 | -0.5% | 0.01% | -7.7% |
| PAYX | Sell | PAYCHEX INC | $310 | -5.2% | 2,687 | -8.1% | 0.01% | 0.0% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $325 | – | 20,294 | +100.0% | 0.01% | – |
| HSY | Buy | HERSHEY CO | $323 | +23.3% | 1,613 | +53.8% | 0.01% | +20.0% |
| PWR | Buy | QUANTA SVCS INC | $324 | -4.7% | 1,733 | +0.2% | 0.01% | 0.0% |
| New | FIRSTCASH HOLDINGS INC | $290 | – | 2,888 | +100.0% | 0.01% | – | |
| MO | Sell | ALTRIA GROUP INC | $290 | -32.2% | 6,897 | -27.0% | 0.01% | -31.2% |
| FAST | FASTENAL CO | $294 | -7.3% | 5,374 | 0.0% | 0.01% | -8.3% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $309 | -73.1% | 1,230 | -73.7% | 0.01% | -73.8% |
| URI | New | UNITED RENTALS INC | $289 | – | 651 | +100.0% | 0.01% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $298 | – | 5,229 | +100.0% | 0.01% | – |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $294 | -25.0% | 10,241 | +0.9% | 0.01% | -21.4% |
| PKI | Buy | REVVITY INC | $288 | -6.8% | 2,605 | +0.2% | 0.01% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $294 | -9.5% | 2,350 | +0.1% | 0.01% | -8.3% |
| AEG | Buy | AEGON N V | $297 | -4.8% | 61,908 | +0.5% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $306 | +7.7% | 24,652 | +31.1% | 0.01% | +10.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $279 | -5.4% | 1,706 | +0.4% | 0.01% | -9.1% |
| IDRV | Buy | ISHARES TRself drivng ev | $262 | +7.8% | 7,039 | +18.7% | 0.01% | +11.1% |
| MKC | Buy | MCCORMICK & CO INC | $261 | -5.1% | 3,444 | +9.2% | 0.01% | 0.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $270 | +4.2% | 3,356 | +15.5% | 0.01% | +11.1% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $268 | -28.3% | 3,939 | -16.2% | 0.01% | -28.6% |
| Sell | RBB FD INCmotley fool gbl | $281 | -16.1% | 10,725 | -14.4% | 0.01% | -16.7% | |
| EBAY | Sell | EBAY INC. | $267 | -2.2% | 6,048 | -0.8% | 0.01% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $279 | -13.9% | 3,209 | +0.1% | 0.01% | -16.7% |
| XCEM | New | COLUMBIA ETF TR IIem core ex etf | $280 | – | 10,222 | +100.0% | 0.01% | – |
| VUG | VANGUARD INDEX FDSgrowth etf | $268 | -3.6% | 984 | 0.0% | 0.01% | 0.0% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $261 | -18.9% | 1,940 | -17.6% | 0.01% | -16.7% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $263 | -8.7% | 757 | -7.5% | 0.01% | 0.0% |
| AME | AMETEK INC | $273 | -8.7% | 1,848 | 0.0% | 0.01% | -9.1% | |
| VMW | Sell | VMWARE INC | $261 | -9.1% | 1,570 | -21.5% | 0.01% | 0.0% |
| ZS | Sell | ZSCALER INC | $279 | -5.7% | 1,792 | -11.5% | 0.01% | -9.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $251 | -3.8% | 5,170 | +0.1% | 0.01% | 0.0% |
| ENB | New | ENBRIDGE INC | $240 | – | 7,242 | +100.0% | 0.01% | – |
| SUSC | Buy | ISHARES TResg awre usd etf | $240 | +18.2% | 11,016 | +23.4% | 0.01% | +28.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $237 | +0.9% | 1,487 | +4.6% | 0.01% | 0.0% |
| IYH | ISHARES TRus hlthcare etf | $254 | -3.8% | 941 | 0.0% | 0.01% | -10.0% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $245 | -3.5% | 1,079 | +0.1% | 0.01% | 0.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $246 | -21.4% | 2,397 | -12.7% | 0.01% | -18.2% |
| XEL | Buy | XCEL ENERGY INC | $241 | -0.8% | 4,207 | +7.6% | 0.01% | 0.0% |
| HPQ | Sell | HP INC | $247 | -17.1% | 9,630 | -0.6% | 0.01% | -18.2% |
| HNST | Buy | HONEST CO INC | $234 | +27.2% | 185,605 | +69.2% | 0.01% | +28.6% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $232 | -6.5% | 3,405 | +11.7% | 0.01% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $253 | -14.5% | 23,325 | -1.1% | 0.01% | -18.2% | |
| HAL | New | HALLIBURTON CO | $239 | – | 5,913 | +100.0% | 0.01% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $242 | – | 846 | +100.0% | 0.01% | – |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $204 | -3.3% | 2,980 | 0.0% | 0.01% | 0.0% | |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $225 | – | 4,925 | +100.0% | 0.01% | – |
| CTVA | Buy | CORTEVA INC | $210 | +1.9% | 4,112 | +14.1% | 0.01% | +14.3% |
| CCI | Buy | CROWN CASTLE INC | $221 | -13.7% | 2,402 | +7.0% | 0.01% | -11.1% |
| USB | Sell | US BANCORP DEL | $202 | -8.2% | 6,125 | -7.9% | 0.01% | 0.0% |
| GPN | New | GLOBAL PMTS INC | $208 | – | 1,806 | +100.0% | 0.01% | – |
| ARQT | Buy | ARCUTIS BIOTHERAPEUTICS INC | $209 | +49.3% | 39,400 | +168.0% | 0.01% | +60.0% |
| SPLG | SPDR SER TRportfolio s&p500 | $216 | -3.6% | 4,300 | 0.0% | 0.01% | 0.0% | |
| NEOG | NEOGEN CORP | $228 | -14.9% | 12,310 | 0.0% | 0.01% | -20.0% | |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $209 | – | 5,059 | +100.0% | 0.01% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $225 | -23.2% | 10,120 | -1.7% | 0.01% | -27.3% |
| WFC | New | WELLS FARGO CO NEW | $211 | – | 5,169 | +100.0% | 0.01% | – |
| RBLX | ROBLOX CORPcl a | $213 | -28.0% | 7,357 | 0.0% | 0.01% | -27.3% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $207 | -34.9% | 7,331 | -33.6% | 0.01% | -33.3% |
| DD | New | DUPONT DE NEMOURS INC | $225 | – | 3,018 | +100.0% | 0.01% | – |
| BBH | VANECK ETF TRUSTbiotech etf | $202 | 0.0% | 1,295 | 0.0% | 0.01% | +14.3% | |
| OIH | New | VANECK ETF TRUSToil services etf | $226 | – | 655 | +100.0% | 0.01% | – |
| CLX | CLOROX CO DEL | $207 | -17.5% | 1,581 | 0.0% | 0.01% | -11.1% | |
| ET | Buy | ENERGY TRANSFER L P | $214 | +18.9% | 15,234 | +7.7% | 0.01% | +14.3% |
| DLR | Sell | DIGITAL RLTY TR INC | $223 | -1.8% | 1,840 | -7.8% | 0.01% | 0.0% |
| TGT | Buy | TARGET CORP | $212 | +2.4% | 1,916 | +22.2% | 0.01% | 0.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $215 | -13.3% | 1,444 | +1.2% | 0.01% | -11.1% |
| WTRG | New | ESSENTIAL UTILS INC | $220 | – | 6,400 | +100.0% | 0.01% | – |
| CME | Sell | CME GROUP INC | $225 | +7.1% | 1,125 | -0.9% | 0.01% | 0.0% |
| NOW | Buy | SERVICENOW INC | $222 | -0.4% | 397 | +0.3% | 0.01% | 0.0% |
| SRE | New | SEMPRA | $217 | – | 3,189 | +100.0% | 0.01% | – |
| CPB | CAMPBELL SOUP CO | $201 | -10.3% | 4,901 | 0.0% | 0.01% | -12.5% | |
| VLY | Buy | VALLEY NATL BANCORP | $197 | +31.3% | 23,019 | +18.9% | 0.01% | +40.0% |
| NET POWER INC | $151 | +16.2% | 10,000 | 0.0% | 0.01% | +20.0% | ||
| EFR | EATON VANCE SR FLTNG RTE TR | $152 | +2.7% | 12,570 | 0.0% | 0.01% | +20.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $130 | -98.1% | 13,754 | -98.1% | 0.01% | -97.9% |
| UPWK | UPWORK INC | $122 | +22.0% | 10,724 | 0.0% | 0.01% | +25.0% | |
| SONO | SONOS INC | $143 | -21.0% | 11,087 | 0.0% | 0.01% | -28.6% | |
| SNAP | SNAP INCcl a | $123 | -25.0% | 13,828 | 0.0% | 0.01% | -16.7% | |
| JOBY AVIATION INC | $128 | -37.3% | 19,880 | 0.0% | 0.01% | -28.6% | ||
| FORGE GLOBAL HOLDINGS INC | $80 | -16.7% | 39,600 | 0.0% | 0.00% | 0.0% | ||
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $75 | -2.6% | 16,548 | -2.9% | 0.00% | 0.0% |
| KPTI | New | KARYOPHARM THERAPEUTICS INC | $60 | – | 45,140 | +100.0% | 0.00% | – |
| OMEGA THERAPEUTICS INC | $22 | -60.7% | 10,000 | 0.0% | 0.00% | -50.0% | ||
| VINC | VINCERX PHARMA INC | $11 | -21.4% | 10,900 | 0.0% | 0.00% | -100.0% | |
| DTIL | PRECISION BIOSCIENCES INC | $5 | -28.6% | 14,100 | 0.0% | 0.00% | – | |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -3,789 | -100.0% | -0.01% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -3,105 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -4,412 | -100.0% | -0.01% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -1,925 | -100.0% | -0.01% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,916 | -100.0% | -0.01% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -7,825 | -100.0% | -0.01% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -190,703 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 42 | Q3 2023 | 13.4% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 8.4% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 4.9% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
| HONEYWELL INTL INC | 42 | Q3 2023 | 2.0% |
| PEPSICO INC | 42 | Q3 2023 | 1.8% |
View WADE G W & INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-03 |
View WADE G W & INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.