PRIO WEALTH LIMITED PARTNERSHIP holdings history

Add to watchlist

509 is the total number of securities PRIO WEALTH LIMITED PARTNERSHIP has owned. The longest PRIO WEALTH LIMITED PARTNERSHIP has owned a single stock is 42 quarters.

PRIO WEALTH LIMITED PARTNERSHIP historical holdings. Includes current and past holdings.
		Period		Weighting			Quarter
Ticker	Name	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
AAPL	APPLE INC COM	42	42	3.03%	6.39%	9.89%	Q2 2013	Q3 2023	42
TMO	THERMO FISHER SCIENTIF...	42	42	2.14%	2.79%	4.04%	Q2 2013	Q3 2023	42
MSFT	MICROSOFT CORP	42	42	0.59%	2.29%	5.53%	Q2 2013	Q3 2023	42
JPM	JPMORGAN CHASE & CO	42	42	1.87%	2.27%	2.98%	Q2 2013	Q3 2023	42
XOM	EXXON MOBIL CORP	42	42	0.32%	2.10%	4.09%	Q2 2013	Q3 2023	42
ABT	ABBOTT LABS	42	42	0.56%	2.01%	3.50%	Q2 2013	Q3 2023	42
JNJ	JOHNSON & JOHNSON COM	42	42	1.50%	1.84%	2.28%	Q2 2013	Q3 2023	42
CRM	SALESFORCE INC	42	42	0.70%	1.78%	3.19%	Q2 2013	Q3 2023	42
ORCL	ORACLE CORP	42	42	0.45%	1.63%	2.74%	Q2 2013	Q3 2023	42
BAC	BK OF AMERICA CORP	42	42	0.02%	1.59%	2.57%	Q2 2013	Q3 2023	42
HD	HOME DEPOT INC COM	42	42	0.50%	1.58%	2.29%	Q2 2013	Q3 2023	42
PEP	PEPSICO INC	42	42	1.17%	1.54%	1.81%	Q2 2013	Q3 2023	42
WMT	WAL MART STORES	42	42	0.12%	1.52%	2.84%	Q2 2013	Q3 2023	42
DE	DEERE & CO	42	42	0.96%	1.32%	1.83%	Q2 2013	Q3 2023	42
GS	GOLDMAN SACHS GROUP INC	42	42	0.93%	1.31%	1.74%	Q2 2013	Q3 2023	42
MRK	MERCK & CO. INC	42	42	0.25%	1.30%	2.85%	Q2 2013	Q3 2023	42
DIS	DISNEY WALT CO DEL	42	42	0.52%	1.19%	2.16%	Q2 2013	Q3 2023	42
SPY	SPDR S&P 500 ETF TR	42	42	0.40%	1.13%	1.50%	Q2 2013	Q3 2023	42
IVV	ISHARES TR	42	42	0.12%	1.04%	2.15%	Q2 2013	Q3 2023	42
MDLZ	MONDELEZ INTL INC CL A	42	42	0.34%	1.04%	1.82%	Q2 2013	Q3 2023	42
COF	CAPITAL ONE FINL CORP COM	42	42	0.02%	1.04%	2.12%	Q2 2013	Q3 2023	42
SLB	SCHLUMBERGER LTD	42	42	0.02%	1.00%	2.41%	Q2 2013	Q3 2023	42
VZ	VERIZON COMMUNICATIONS...	42	42	0.02%	0.98%	3.42%	Q2 2013	Q3 2023	42
DEO	DIAGEO P L C SPON ADR NEW	42	42	0.72%	0.90%	1.00%	Q2 2013	Q3 2023	42
CL	COLGATE PALMOLIVE CO	42	42	0.38%	0.84%	1.35%	Q2 2013	Q3 2023	42
PFE	PFIZER INC	42	42	0.11%	0.83%	2.41%	Q2 2013	Q3 2023	42
GILD	GILEAD SCIENCES INC COM	42	42	0.10%	0.81%	2.57%	Q2 2013	Q3 2023	42
CVS	CVS HEALTH CORPORATION	42	42	0.16%	0.75%	2.31%	Q2 2013	Q3 2023	42
ADP	AUTOMATIC DATA PROCESS...	42	42	0.37%	0.73%	0.96%	Q2 2013	Q3 2023	42
PG	PROCTER & GAMBLE CO	42	42	0.34%	0.72%	1.18%	Q2 2013	Q3 2023	42
ITW	ILLINOIS TOOL WKS INC	42	42	0.54%	0.71%	0.87%	Q2 2013	Q3 2023	42
EMR	EMERSON ELECTRIC	42	42	0.17%	0.70%	1.00%	Q2 2013	Q3 2023	42
MMM	3M CO	42	42	0.16%	0.70%	1.05%	Q2 2013	Q3 2023	42
MDY	SPDR S&P MIDCAP 400 ET...	42	42	0.43%	0.67%	0.89%	Q2 2013	Q3 2023	42
IJH	ISHARES TR	42	42	0.02%	0.66%	1.26%	Q2 2013	Q3 2023	42
BDX	BECTON DICKINSON & CO	42	42	0.28%	0.66%	1.40%	Q2 2013	Q3 2023	42
KO	COCA-COLA COMPANY	42	42	0.26%	0.62%	1.41%	Q2 2013	Q3 2023	42
NKE	NIKE INC CL B	42	42	0.35%	0.59%	0.96%	Q2 2013	Q3 2023	42
MCD	MCDONALDS CORP	42	42	0.33%	0.59%	1.80%	Q2 2013	Q3 2023	42
ROP	ROPER TECHNOLOGIES INC	42	42	0.42%	0.58%	0.77%	Q2 2013	Q3 2023	42
CVX	CHEVRON CORP NEW COM	42	42	0.10%	0.57%	1.50%	Q2 2013	Q3 2023	42
IBM	INTL BUSINESS MACHINES	42	42	0.14%	0.56%	2.21%	Q2 2013	Q3 2023	42
V	VISA INC COM CL A	42	42	0.02%	0.56%	1.68%	Q2 2013	Q3 2023	42
DHR	DANAHER CORPORATION	42	42	0.29%	0.54%	1.49%	Q2 2013	Q3 2023	42
ABBV	ABBVIE INC. COM	42	42	0.22%	0.54%	0.79%	Q2 2013	Q3 2023	42
GWW	GRAINGER W W INC	42	42	0.33%	0.53%	0.89%	Q2 2013	Q3 2023	42
AXP	AMERICAN EXPRESS CO	42	42	0.18%	0.47%	1.55%	Q2 2013	Q3 2023	42
IJR	ISHARES TR	42	42	0.06%	0.46%	1.07%	Q2 2013	Q3 2023	42
TJX	TJX COS INC NEW	42	42	0.01%	0.45%	1.41%	Q2 2013	Q3 2023	42
INTC	INTEL CORP	42	42	0.10%	0.45%	1.65%	Q2 2013	Q3 2023	42
FISV	FISERV INC	42	42	0.26%	0.42%	0.57%	Q2 2013	Q3 2023	42
AMGN	AMGEN INC	42	42	0.19%	0.40%	0.55%	Q2 2013	Q3 2023	42
ACN	ACCENTURE PLC IRELAND	42	42	0.31%	0.40%	0.55%	Q2 2013	Q3 2023	42
BRKB	BERKSHIRE HATHAWAY INC...	42	42	0.25%	0.38%	0.67%	Q2 2013	Q3 2023	42
EW	EDWARDS LIFESCIENCES CORP	42	42	0.19%	0.37%	0.53%	Q2 2013	Q3 2023	42
CAT	CATERPILLAR INC DEL	42	42	0.23%	0.34%	0.59%	Q2 2013	Q3 2023	42
PNC	PNC FINL SVCS GROUP IN...	42	42	0.03%	0.30%	0.52%	Q2 2013	Q3 2023	42
NTRS	NORTHERN TRUST CORP COM	42	42	0.06%	0.28%	0.60%	Q2 2013	Q3 2023	42
VWO	VANGUARD INTL EQUITY I...	42	42	0.02%	0.27%	0.55%	Q2 2013	Q3 2023	42
VEA	VANGUARD TAX-MANAGED I...	42	42	0.01%	0.25%	0.58%	Q2 2013	Q3 2023	42
WFC	WELLS FARGO CO NEW	42	42	0.02%	0.23%	0.47%	Q2 2013	Q3 2023	42
KMB	KIMBERLY-CLARK CORP	42	42	0.08%	0.22%	0.47%	Q2 2013	Q3 2023	42
CHKP	CHECK POINT SOFTWARE T...	42	42	0.08%	0.21%	0.46%	Q2 2013	Q3 2023	42
BMY	BRISTOL-MYERS SQUIBB CO	42	42	0.07%	0.20%	0.34%	Q2 2013	Q3 2023	42
WM	WASTE MGMT INC DEL COM	42	42	0.10%	0.20%	1.01%	Q2 2013	Q3 2023	42
MMC	MARSH & MCLENNAN COS INC	42	42	0.04%	0.20%	0.91%	Q2 2013	Q3 2023	42
COP	CONOCOPHILLIPS COM	42	42	0.05%	0.19%	0.37%	Q2 2013	Q3 2023	42
CMCSA	COMCAST CORPORATION	42	42	0.05%	0.18%	0.30%	Q2 2013	Q3 2023	42
BAX	BAXTER INTL INC	42	42	0.03%	0.17%	0.50%	Q2 2013	Q3 2023	42
HON	HONEYWELL INTL INC	42	42	0.10%	0.16%	0.22%	Q2 2013	Q3 2023	42
WAT	WATERS CORP COM	42	42	0.06%	0.16%	0.28%	Q2 2013	Q3 2023	42
UNP	UNION PACIFIC CORP	42	42	0.12%	0.16%	0.20%	Q2 2013	Q3 2023	42
APD	AIR PRODUCTS & CHEMICAL	42	42	0.13%	0.15%	0.20%	Q2 2013	Q3 2023	42
ADBE	ADOBE SYSTEMS INCORPOR...	42	42	0.06%	0.15%	1.64%	Q2 2013	Q3 2023	42
EEM	ISHARES TR MSCI EMERG MKT	42	42	0.04%	0.14%	0.69%	Q2 2013	Q3 2023	42
COST	COSTCO WHSL CORP NEW	42	42	0.09%	0.13%	0.16%	Q2 2013	Q3 2023	42
NVO	NOVO-NORDISK A S	42	42	0.06%	0.12%	0.16%	Q2 2013	Q3 2023	42
SYY	SYSCO CORP	42	42	0.07%	0.12%	0.16%	Q2 2013	Q3 2023	42
T	AT&T INC	42	42	0.02%	0.11%	0.21%	Q2 2013	Q3 2023	42
BRKL	BROOKLINE BANCORP INC DEL	42	42	0.05%	0.11%	0.18%	Q2 2013	Q3 2023	42
IDXX	IDEXX LABS INC	42	42	0.05%	0.11%	0.19%	Q2 2013	Q3 2023	42
BA	BOEING CO	42	42	0.01%	0.11%	0.19%	Q2 2013	Q3 2023	42
NEE	NEXTERA ENERGY INC COM	42	42	0.04%	0.10%	0.22%	Q2 2013	Q3 2023	42
DOV	DOVER CORP	42	42	0.05%	0.10%	0.14%	Q2 2013	Q3 2023	42
EFA	ISHARES TR MSCI EAFE IDX	42	42	0.04%	0.10%	0.19%	Q2 2013	Q3 2023	42
PCAR	PACCAR INC	42	42	0.04%	0.09%	0.14%	Q2 2013	Q3 2023	42
BRKA	BERKSHIRE HATHAWAY INC...	42	42	0.01%	0.09%	0.16%	Q2 2013	Q3 2023	42
TD	TORONTO DOMINION BK ONT	42	42	0.04%	0.08%	0.17%	Q2 2013	Q3 2023	42
USB	US BANCORP DEL	42	42	0.02%	0.08%	0.12%	Q2 2013	Q3 2023	42
ECL	ECOLAB INC	42	42	0.05%	0.07%	0.10%	Q2 2013	Q3 2023	42
HXL	HEXCEL CORP NEW COM	42	42	0.01%	0.07%	0.12%	Q2 2013	Q3 2023	42
CSCO	CISCO SYSTEMS INC	42	42	0.05%	0.06%	0.12%	Q2 2013	Q3 2023	42
ANIK	ANIKA THERAPEUTICS INC	42	42	0.02%	0.06%	0.09%	Q2 2013	Q3 2023	42
SYK	STRYKER CORPORATION	42	42	0.02%	0.05%	0.07%	Q2 2013	Q3 2023	42
CSX	CSX CORP	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
LOW	LOWES COS INC	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
VOT	VANGUARD INDEX FDS MCA...	42	42	0.01%	0.05%	0.07%	Q2 2013	Q3 2023	42
GIS	GENERAL MLS INC	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
DGX	QUEST DIAGNOSTICS INC	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
NSC	NORFOLK SOUTHN CORP	42	42	0.03%	0.04%	0.05%	Q2 2013	Q3 2023	42
VUG	VANGUARD INDEX FDS	42	42	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	42
PAYX	PAYCHEX INC	42	42	0.02%	0.03%	0.05%	Q2 2013	Q3 2023	42
PM	PHILIP MORRIS INTL INC...	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
MCHP	MICROCHIP TECHNOLOGY INC.	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
TXN	TEXAS INSTRUMENTS, INC.	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
IYW	ISHARES TR DJ US TECH SEC	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
LLY	LILLY ELI & CO COM	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
DVY	ISHARES TR DJ SEL DIV INX	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
HOLX	HOLOGIC INC COM	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
TRV	TRAVELERS COMPANIES, I...	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
DUK	DUKE ENERGY CORP NEW	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
ASB	ASSOCIATED BANC CORP COM	41	41	0.01%	0.23%	0.84%	Q2 2013	Q2 2023	41
STT	STATE STREET CORP	41	41	0.01%	0.09%	0.21%	Q2 2013	Q2 2023	41
D	DOMINION RES INC\VA NEW	41	41	0.01%	0.05%	0.07%	Q2 2013	Q2 2023	41
PPG	PPG INDS INC	24	17	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	41
AFL	AFLAC INC	41	41	0.02%	0.03%	0.04%	Q3 2013	Q3 2023	41
HSY	THE HERSHEY COMPANY	37	4	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	41
MKC	MCCORMICK & CO INC COM...	41	41	0.01%	0.02%	0.03%	Q3 2013	Q3 2023	41
DIA	SPDR DOW JONES INDUSTR...	28	13	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	41
CTSH	COGNIZANT TECH SOLUTNS...	37	3	0.01%	0.69%	1.92%	Q2 2013	Q3 2023	40
PSX	PHILLIPS 66 COM	39	1	0.01%	0.15%	0.23%	Q2 2013	Q3 2023	40
ABB	ABB LTD ADR	40	40	0.01%	0.12%	0.31%	Q2 2013	Q1 2023	40
BK	THE BANK OF NEW YORK M...	36	4	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	40
SDY	SPDR SER TR	40	40	0.01%	0.01%	0.02%	Q4 2013	Q3 2023	40
AMZN	AMAZON COM INC COM	39	39	0.01%	1.75%	3.43%	Q1 2014	Q3 2023	39
FB	META PLATFORMS INC	39	39	0.01%	1.43%	2.27%	Q1 2014	Q3 2023	39
IJS	ISHARES TR	39	39	0.01%	0.04%	0.08%	Q1 2014	Q3 2023	39
AME	AMETEK INC NEW	37	1	0.01%	0.06%	0.07%	Q2 2013	Q2 2023	38
GLW	CORNING INC	38	38	0.02%	0.03%	0.04%	Q2 2013	Q3 2022	38
SO	SOUTHERN CO	38	38	0.01%	0.02%	0.04%	Q2 2013	Q3 2022	38
VIG	VANGUARD SPECIALIZED F...	38	38	0.01%	0.02%	0.02%	Q2 2014	Q3 2023	38
CMI	CUMMINS INC COM	21	3	0.01%	0.01%	0.02%	Q2 2013	Q2 2023	38
CLX	CLOROX CORP	37	1	0.01%	0.01%	0.02%	Q4 2013	Q3 2023	38
LULU	LULULEMON ATHLETICA IN...	37	37	0.01%	0.21%	1.24%	Q3 2014	Q3 2023	37
J	JACOBS ENGR GROUP INC DEL	37	37	0.01%	0.03%	0.11%	Q2 2013	Q2 2022	37
IP	INTL PAPER CO	37	37	0.01%	0.02%	0.04%	Q2 2013	Q2 2022	37
FBHS	FORTUNE BRANDS HOME & ...	37	37	0.01%	0.02%	0.02%	Q2 2013	Q2 2022	37
INGR	INGREDION INC COM	37	37	0.01%	0.01%	0.02%	Q2 2013	Q2 2022	37
VOO	VANGUARD INDEX FDS S&P...	36	36	0.03%	0.23%	0.76%	Q4 2014	Q3 2023	36
F	FORD MTR CO DEL	23	13	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	36
QCOM	QUALCOMM INC COM	18	3	0.01%	0.80%	2.13%	Q2 2013	Q3 2023	35
INDB	INDEPENDENT BK CP MASS	35	35	0.13%	0.34%	0.50%	Q1 2015	Q3 2023	35
CERN	CERNER CORP	35	35	0.02%	0.17%	0.26%	Q2 2013	Q4 2021	35
GLD	SPDR GOLD TRUST	25	10	0.01%	0.05%	0.57%	Q2 2013	Q3 2023	35
WBA	WALGREENS BOOTS ALLIAN...	35	35	0.01%	0.03%	0.07%	Q4 2014	Q2 2023	35
ES	EVERSOURCE ENERGY COM	35	35	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	35
MAN	MANPOWERGROUP INC WIS	35	35	0.01%	0.02%	0.03%	Q2 2013	Q4 2021	35
VEU	VANGUARD INTL EQUITY I...	34	34	0.02%	0.60%	1.16%	Q2 2015	Q3 2023	34
ACWX	ISHARES TR	34	34	0.02%	0.23%	0.45%	Q2 2015	Q3 2023	34
RDSA	ROYAL DUTCH SHELL PLC ...	29	5	0.01%	0.05%	0.10%	Q2 2013	Q4 2021	34
MA	MASTERCARD INCORPORATED	34	34	0.01%	0.03%	0.04%	Q2 2015	Q3 2023	34
GE	GENERAL ELECTRIC CO	33	33	0.11%	0.85%	1.55%	Q2 2013	Q2 2021	33
PRU	PRUDENTIAL FINL INC COM	24	3	0.01%	0.36%	1.20%	Q1 2014	Q3 2023	33
EOG	EOG RESOURCES, INC.	33	33	0.01%	0.26%	0.58%	Q4 2014	Q4 2022	33
YUM	YUM BRANDS, INC.	27	1	0.01%	0.02%	0.04%	Q2 2013	Q4 2021	33
GOOG	ALPHABET INC. CLASS C	32	32	2.86%	3.42%	4.12%	Q4 2015	Q3 2023	32
GOOGL	ALPHABET INC. CLASS A	32	32	1.27%	1.72%	2.40%	Q4 2015	Q3 2023	32
BHP	BHP GROUP LTD	27	5	0.01%	0.43%	1.25%	Q2 2013	Q4 2021	32
XLF	SELECT SECTOR SPDR TR	32	32	0.06%	0.15%	0.27%	Q4 2015	Q3 2023	32
VAR	VARIAN MED SYS INC	32	32	0.05%	0.09%	0.14%	Q2 2013	Q1 2021	32
KMI	KINDER MORGAN INC DEL	29	3	0.01%	0.04%	0.18%	Q2 2013	Q3 2021	32
IWM	ISHARES TR RUSSELL 2000	32	32	0.02%	0.03%	0.04%	Q4 2015	Q3 2023	32
CB	CHUBB LTD	31	31	0.07%	0.25%	0.52%	Q1 2016	Q3 2023	31
WY	WEYERHAEUSER CO MTN BE	31	31	0.02%	0.04%	0.09%	Q1 2016	Q3 2023	31
EV	EATON VANCE CORP COM N...	31	31	0.02%	0.03%	0.05%	Q2 2013	Q4 2020	31
VTI	VANGUARD INDEX FDS STK...	31	31	0.01%	0.02%	0.03%	Q1 2016	Q3 2023	31
SIVB	SVB FINL GROUP COM	30	30	0.07%	0.68%	1.05%	Q3 2015	Q4 2022	30
TGT	TARGET CORP	17	4	0.01%	0.14%	1.45%	Q2 2013	Q3 2023	30
CDK	CDK GLOBAL INC COM	30	30	0.01%	0.05%	0.10%	Q4 2014	Q1 2022	30
EPD	ENTERPRISE PRODS PARTN...	25	5	0.01%	0.04%	0.06%	Q3 2013	Q3 2023	30
CNI	CANADIAN NATL RY CO COM	20	3	0.01%	0.01%	0.02%	Q4 2013	Q1 2022	30
UPS	UNITED PARCEL SERVICE INC	29	29	0.46%	0.72%	0.96%	Q3 2016	Q3 2023	29
TTE	TOTAL S.A.	29	29	0.14%	0.25%	0.36%	Q2 2013	Q2 2020	29
CME	CME GROUP INC COM	29	29	0.01%	0.23%	0.76%	Q3 2016	Q3 2023	29
FTV	FORTIVE CORP	29	29	0.03%	0.07%	0.12%	Q3 2016	Q3 2023	29
MTD	METTLER TOLEDO INTERNA...	29	29	0.02%	0.03%	0.05%	Q3 2016	Q3 2023	29
VGT	VANGUARD WORLD FDS INF...	27	2	0.01%	0.02%	0.03%	Q4 2015	Q3 2023	29
UTX	UNITED TECHNOLOGIES CORP	28	28	1.63%	2.02%	2.37%	Q2 2013	Q1 2020	28
RTN	RAYTHEON CO	28	28	0.13%	0.23%	0.28%	Q2 2013	Q1 2020	28
NBL	NOBLE ENERGY, INC.	28	28	0.01%	0.04%	0.09%	Q2 2013	Q1 2020	28
SU	SUNCOR ENERGY, INC NEW	28	28	0.01%	0.02%	0.03%	Q2 2013	Q1 2020	28
BSX	BOSTON SCIENTIFIC CORP.	27	27	0.27%	1.67%	2.10%	Q1 2017	Q3 2023	27
IBKC	IBERIABANK CORP COM	27	27	0.02%	0.59%	1.02%	Q2 2013	Q4 2019	27
MPC	MARATHON PETE CORP COM	27	27	0.01%	0.03%	0.04%	Q2 2013	Q4 2019	27
LPT	LIBERTY PPTY TR SH BEN...	27	27	0.01%	0.02%	0.06%	Q2 2013	Q4 2019	27
IYF	ISHARES TR U.S. FINLS ETF	14	13	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	27
CNBKA	CENTURY BANCORPORATION...	17	3	0.01%	0.01%	0.02%	Q2 2014	Q3 2021	27
BEN	FRANKLIN RES INC	26	26	0.01%	0.17%	0.48%	Q2 2013	Q3 2019	26
TSLA	TESLA MOTORS INC COM	16	1	0.01%	0.06%	0.15%	Q1 2016	Q3 2023	26
MDT	MEDTRONIC PLC SHS	20	2	0.01%	0.06%	0.66%	Q1 2015	Q3 2023	26
BP	BP PLC	26	26	0.01%	0.01%	0.02%	Q2 2013	Q3 2019	26
XLRE	SELECT SECTOR SPDR TR ...	14	12	0.01%	0.01%	0.02%	Q3 2016	Q1 2023	26
DRI	DARDEN RESTAURANTS INC	13	3	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	26
BIIB	BIOGEN INC	14	2	0.01%	0.02%	0.03%	Q2 2013	Q3 2021	25
SEE	SEALED AIR CORP NEW	16	2	0.01%	0.01%	0.02%	Q4 2014	Q1 2022	25
EBAY	EBAY INC COM	22	2	0.26%	0.72%	1.05%	Q2 2013	Q3 2023	24
CVE	CENOVUS ENERGY INC COM	24	24	0.01%	0.11%	0.37%	Q2 2013	Q1 2019	24
BMO	BANK MONTREAL QUE COM	19	5	0.01%	0.06%	0.38%	Q2 2013	Q1 2022	24
BMTC	BRYN MAWR BK CORP COM	24	24	0.02%	0.04%	0.05%	Q2 2015	Q1 2021	24
ACWI	ISHARES TR MSCI ACWI ETF	24	24	0.01%	0.03%	0.04%	Q4 2017	Q3 2023	24
APF	MORGAN STANLEY ASIA-PA...	24	24	0.01%	0.03%	0.08%	Q2 2013	Q1 2019	24
TIF	TIFFANY & CO NEW COM	14	10	0.01%	0.01%	0.02%	Q2 2013	Q1 2020	24
WTR	AQUA AMERICA INC COM	18	2	0.01%	0.01%	0.02%	Q2 2013	Q4 2019	24
BKNG	BOOKING HOLDINGS INC	23	23	0.04%	0.76%	2.23%	Q1 2018	Q3 2023	23
TRP	TRANSCANADA PIPELINES COM	22	1	0.01%	0.11%	1.34%	Q2 2013	Q1 2019	23
APC	ANADARKO PETE CORP COM	22	1	0.01%	0.04%	0.08%	Q2 2013	Q2 2019	23
AMT	AMERICAN TOWER REIT, INC.	23	23	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	23
GSK	GSK PLC	18	2	0.01%	0.02%	0.02%	Q2 2013	Q2 2022	23
KLAC	KLA-TENCOR CORP COM	14	1	0.01%	0.01%	0.02%	Q3 2013	Q3 2023	23
NVS	NOVARTIS A G SPONSORED...	11	4	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	23
MRSN	MERSANA THERAPEUTICS INC	23	23	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	23
AVGO	BROADCOM INC COM	22	22	2.46%	2.89%	3.83%	Q2 2018	Q3 2023	22
PX	PRAXAIR INC	22	22	0.44%	0.72%	1.79%	Q2 2013	Q3 2018	22
OXY	OCCIDENTAL PETE CORP DEL	13	9	0.01%	0.43%	1.03%	Q2 2013	Q3 2019	22
AET	AETNA INC (NEW)	22	22	0.06%	0.09%	0.14%	Q2 2013	Q3 2018	22
ESGD	ISHARES TR MSCI EAFE E...	22	22	0.06%	0.07%	0.10%	Q2 2018	Q3 2023	22
COL	ROCKWELL COLLINS INC COM	22	22	0.05%	0.06%	0.07%	Q2 2013	Q3 2018	22
FDX	FEDEX CORPORATION	22	22	0.01%	0.05%	0.08%	Q2 2013	Q3 2018	22
ESRX	EXPRESS SCRIPTS HOLDIN...	22	22	0.03%	0.04%	0.05%	Q2 2013	Q3 2018	22
XLNX	XILINX INC COM	22	22	0.01%	0.02%	0.02%	Q3 2016	Q4 2021	22
VB	VANGUARD INDEX TR SMLL...	19	2	0.01%	0.58%	0.96%	Q2 2018	Q3 2023	21
IYH	ISHARES TR DJ US HEALTHCR	14	7	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	21
APB	ASIA PAC FD INC COM	21	21	0.01%	0.01%	0.07%	Q2 2013	Q2 2018	21
WMB	WILLIAMS COS INC DEL	11	2	0.01%	0.01%	0.03%	Q2 2013	Q2 2019	21
ALL	ALLSTATE CORP	8	2	0.01%	0.01%	0.01%	Q4 2014	Q4 2020	21
XYL	XYLEM INC	20	20	0.94%	1.24%	1.42%	Q4 2018	Q3 2023	20
IVZ	INVESCO LTD SHS	20	20	0.06%	1.20%	1.61%	Q4 2013	Q3 2018	20
MON	MONSANTO CO NEW COM	20	20	0.18%	0.30%	0.51%	Q2 2013	Q1 2018	20
SHOP	SHOPIFY INC CL A	19	1	0.01%	0.03%	0.06%	Q2 2018	Q3 2023	20
CI	THE CIGNA GROUP	20	20	0.01%	0.02%	0.03%	Q4 2018	Q3 2023	20
PCLN	PRICELINE GROUP INC	19	19	1.13%	1.67%	2.20%	Q2 2013	Q4 2017	19
DSI	ISHARES TR	19	19	0.02%	0.07%	0.08%	Q1 2019	Q3 2023	19
DELL	DELL TECHNOLOGIES INC	19	19	0.02%	0.05%	0.08%	Q1 2019	Q3 2023	19
CAH	CARDINAL HEALTH INC	18	1	0.01%	0.03%	0.05%	Q2 2013	Q1 2018	19
MET	METLIFE INC COM	19	19	0.02%	0.03%	0.17%	Q2 2013	Q4 2017	19
HDV	ISHARES TR HGH DIV EQT FD	19	19	0.01%	0.01%	0.02%	Q2 2013	Q4 2017	19
VGK	VANGUARD INTL EQUITY I...	11	2	0.01%	0.01%	0.01%	Q2 2017	Q2 2023	19
SNN	SMITH & NEPHEW PLC	18	18	0.06%	0.79%	1.36%	Q2 2019	Q3 2023	18
APA	APACHE CORP	18	18	0.02%	0.17%	0.52%	Q2 2013	Q3 2017	18
DD	DUPONT DE NEMOURS INC	18	18	0.01%	0.05%	0.11%	Q2 2019	Q3 2023	18
CTVA	CORTEVA INC	18	18	0.01%	0.02%	0.04%	Q2 2019	Q3 2023	18
QQQ	INVESCO QQQ TR	14	4	0.01%	0.02%	0.02%	Q1 2019	Q3 2023	18
RMD	RESMED INC	18	18	0.01%	0.02%	0.02%	Q2 2019	Q3 2023	18
ADI	ANALOG DEVICES INC	18	18	0.01%	0.01%	0.02%	Q2 2019	Q3 2023	18
TER	TERADYNE INC	17	17	0.69%	1.18%	1.54%	Q3 2019	Q3 2023	17
BSV	VANGUARD BD INDEX FDS	17	17	0.45%	0.70%	0.92%	Q3 2019	Q3 2023	17
EL	LAUDER ESTEE COS INC	14	3	0.01%	0.45%	0.82%	Q2 2019	Q3 2023	17
DD	DU PONT E I DE NEMOURS	17	17	0.25%	0.33%	0.37%	Q2 2013	Q2 2017	17
SUB	ISHARES TR	17	17	0.03%	0.18%	0.34%	Q3 2019	Q3 2023	17
LIN	LINDE PLC	17	17	0.10%	0.12%	0.35%	Q4 2018	Q4 2022	17
PFF	ISHARES TR	17	17	0.01%	0.03%	0.04%	Q3 2019	Q3 2023	17
LMT	LOCKHEED MARTIN CORP	17	17	0.02%	0.03%	0.03%	Q3 2019	Q3 2023	17
LHX	L3HARRIS TECHNOLOGIES INC	17	17	0.01%	0.02%	0.02%	Q3 2019	Q3 2023	17
HCP	HCP INC COM	17	17	0.01%	0.02%	0.02%	Q2 2013	Q2 2017	17
CELG	CELGENE CORP COM	13	1	0.01%	0.01%	0.02%	Q1 2015	Q3 2019	17
TIP	ISHARES TR	17	17	0.01%	0.01%	0.01%	Q3 2019	Q3 2023	17
IYE	ISHARES TR DJ US ENERGY	16	16	0.01%	0.06%	0.12%	Q3 2015	Q2 2019	16
XLE	SELECT SECTOR SPDR TR	16	16	0.02%	0.04%	0.06%	Q2 2019	Q1 2023	16
WFM	WHOLE FOODS MKT INC COM	15	1	0.01%	0.02%	0.03%	Q2 2013	Q2 2017	16
VSS	VANGUARD INTL EQUITY I...	14	2	0.01%	0.02%	0.04%	Q1 2017	Q3 2023	16
BX	BLACKSTONE INC	14	2	0.01%	0.02%	0.05%	Q3 2019	Q3 2023	16
IWB	ISHARES TR	14	2	0.01%	0.01%	0.01%	Q3 2019	Q3 2023	16
MD	MEDNAX INC COM	15	15	0.85%	1.01%	1.32%	Q2 2013	Q4 2016	15
BWA	BORGWARNER INC COM	12	3	0.01%	0.49%	1.52%	Q2 2013	Q1 2018	15
VO	VANGUARD INDEX FDS	15	15	0.09%	0.35%	0.50%	Q1 2020	Q3 2023	15
PYPL	PAYPAL HLDGS INC	14	1	0.01%	0.13%	0.33%	Q4 2019	Q3 2023	15
ESGV	VANGUARD WORLD FD	15	15	0.02%	0.05%	0.06%	Q1 2020	Q3 2023	15
DOW	DOW INC	15	15	0.03%	0.05%	0.07%	Q2 2019	Q4 2022	15
CC	CHEMOURS CO COM	15	15	0.00%	0.01%	0.02%	Q3 2015	Q1 2019	15
LRCX	LAM RESEARCH CORP	14	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
PLD	PROLOGIS INC.	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
WTRG	ESSENTIAL UTILS INC	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
A	AGILENT TECHNOLOGIES INC	7	4	0.01%	0.01%	0.02%	Q2 2013	Q4 2021	15
RTX	RTX CORPORATION	14	14	1.08%	1.38%	1.77%	Q2 2020	Q3 2023	14
OTIS	OTIS WORLDWIDE CORP	14	14	0.61%	0.79%	0.95%	Q2 2020	Q3 2023	14
SPLK	SPLUNK INC	14	14	0.14%	0.32%	0.63%	Q2 2020	Q3 2023	14
XRAY	DENTSPLY SIRONA INC	14	14	0.02%	0.15%	0.82%	Q1 2018	Q2 2021	14
CARR	CARRIER GLOBAL CORPORA...	14	14	0.08%	0.09%	0.11%	Q2 2020	Q3 2023	14
VCSH	VANGUARD SCOTTSDALE FDS	14	14	0.03%	0.06%	0.10%	Q2 2020	Q3 2023	14
WEX	WEX INC COM	10	4	0.02%	0.02%	0.02%	Q2 2013	Q4 2016	14
IWR	ISHARES TR	14	14	0.01%	0.02%	0.02%	Q2 2020	Q3 2023	14
IGM	ISHARES TR	14	14	0.01%	0.02%	0.02%	Q2 2020	Q3 2023	14
SE	SPECTRA ENERGY CORP COM	14	14	0.01%	0.02%	0.02%	Q3 2013	Q4 2016	14
AON	AON PLC	14	14	0.01%	0.02%	0.02%	Q3 2013	Q4 2016	14
HAL	HALLIBURTON CO	14	14	0.01%	0.01%	0.02%	Q2 2013	Q3 2016	14
STJ	ST. JUDE MEDICAL INC.	14	14	0.01%	0.01%	0.02%	Q3 2013	Q4 2016	14
GK	G & K SVCS INC CL A	10	4	0.01%	0.01%	0.02%	Q2 2013	Q4 2016	14
TAN	INVESCO EXCH TRADED FD...	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
UNH	UNITEDHEALTH GROUP INC	13	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	14
CMF	ISHARES TR	14	14	0.01%	0.01%	0.02%	Q3 2019	Q4 2022	14
FOXA	TWENTY FIRST CENTY FOX...	13	13	0.04%	1.23%	1.82%	Q1 2014	Q1 2017	13
AMD	ADVANCED MICRO DEVICES...	13	13	0.24%	0.91%	1.22%	Q3 2020	Q3 2023	13
EMC	EMC CORP-MASS	13	13	0.42%	0.78%	1.35%	Q2 2013	Q2 2016	13
VXF	VANGUARD INDEX FDS	13	13	0.01%	0.03%	0.04%	Q3 2020	Q3 2023	13
SRCL	STERICYCLE INC COM	13	13	0.02%	0.02%	0.03%	Q2 2013	Q2 2016	13
IGSB	ISHARES TR	13	13	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	13
LLL	L-3 COMMUNICATNS HLDGS...	13	13	0.01%	0.02%	0.02%	Q3 2013	Q3 2016	13
XBI	SPDR SER TR	8	2	0.01%	0.02%	0.03%	Q2 2013	Q1 2022	13
VSGX	VANGUARD WORLD FD	10	3	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	13
BR	BROADRIDGE FINL SOLUTI...	13	13	0.01%	0.01%	0.01%	Q1 2018	Q1 2021	13
INTU	INTUIT	12	12	0.30%	0.73%	0.93%	Q4 2020	Q3 2023	12
TWTR	TWITTER INC COM	12	12	0.03%	0.59%	1.04%	Q4 2013	Q3 2016	12
CAM	CAMERON INTL CORP COM	12	12	0.03%	0.25%	0.41%	Q2 2013	Q1 2016	12
COUP	COUPA SOFTWARE INC	12	12	0.01%	0.14%	0.38%	Q3 2018	Q2 2021	12
BABA	ALIBABA GROUP HLDG LTD...	9	3	0.01%	0.02%	0.03%	Q1 2018	Q1 2021	12
ISRG	INTUITIVE SURGICAL INC...	4	1	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	12
VYM	VANGUARD WHITEHALL FDS	12	12	0.01%	0.02%	0.03%	Q3 2020	Q2 2023	12
ICLN	ISHARES TR	12	12	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	12
VSM	VERSUM MATLS INC	12	12	0.01%	0.01%	0.02%	Q4 2016	Q3 2019	12
STE	STERIS PLC	11	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2022	12
AFFX	AFFYMETRIX INC COM	12	12	0.01%	0.01%	0.01%	Q2 2013	Q1 2016	12
EBC	EASTERN BANKSHARES INC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
NVDA	NVIDIA CORPORATION	11	11	0.88%	1.59%	2.84%	Q1 2021	Q3 2023	11
BBBY	BED BATH & BEYOND	11	11	0.09%	1.04%	1.48%	Q2 2013	Q4 2015	11
CB	CHUBB CORP COM	11	11	0.77%	0.92%	1.03%	Q2 2013	Q4 2015	11
GM	GENERAL MTRS CO	11	11	0.43%	0.53%	0.66%	Q1 2021	Q3 2023	11
PCP	PRECISION CASTPARTS CP...	11	11	0.33%	0.42%	0.54%	Q2 2013	Q4 2015	11
PCL	PLUM CREEK TIMBER CO COM	11	11	0.07%	0.11%	0.19%	Q2 2013	Q4 2015	11
POT	POTASH CORP SASK INC COM	11	11	0.01%	0.06%	0.16%	Q2 2013	Q4 2015	11
FXI	ISHARES TR FTSE XNHUA IDX	11	11	0.01%	0.05%	0.13%	Q2 2013	Q4 2015	11
MS	MORGAN STANLEY	11	11	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	11
PNY	PIEDMONT NAT GAS INC COM	6	5	0.01%	0.01%	0.02%	Q2 2013	Q3 2016	11
WAB	WABTEC CORP	4	3	0.01%	0.01%	0.02%	Q3 2016	Q3 2019	11
SPYX	SPDR SER TR	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
AVGO	AVAGO TECHNOLOGIES LTD...	10	10	1.30%	2.41%	3.39%	Q3 2013	Q4 2015	10
GOOGL	GOOGLE INC CL A	10	10	1.15%	1.68%	2.49%	Q2 2013	Q3 2015	10
NOK	NOKIA CORP	10	10	0.00%	0.38%	1.24%	Q1 2019	Q2 2021	10
CMCSK	COMCAST CORP CL A SPL	10	10	0.17%	0.19%	0.21%	Q2 2013	Q3 2015	10
RIO	RIO TINTO PLC SPONSORE...	10	10	0.02%	0.06%	0.10%	Q2 2013	Q3 2015	10
K	KELLOGG CO	10	10	0.01%	0.05%	0.20%	Q2 2013	Q3 2015	10
DFAC	DIMENSIONAL ETF TRUST	10	10	0.03%	0.03%	0.03%	Q2 2021	Q3 2023	10
PAYC	PAYCOM SOFTWARE INC	10	10	0.01%	0.01%	0.02%	Q2 2019	Q3 2021	10
MDB	MONGODB INC	8	2	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	10
AJG	GALLAGHER ARTHUR J & CO	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
BARK	THE ORIGINAL BARK COMPANY	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
AVGO	BROADCOM LTD SHS	9	9	2.72%	3.43%	3.87%	Q1 2016	Q1 2018	9
DG	DOLLAR GEN CORP NEW	9	9	0.04%	0.42%	0.66%	Q3 2021	Q3 2023	9
	GENERAL ELECTRIC CO	9	9	0.09%	0.12%	0.17%	Q3 2021	Q3 2023	9
DVMT	DELL TECHNOLOGIES INC ...	9	9	0.07%	0.07%	0.08%	Q3 2016	Q3 2018	9
PLL	PALL CORP COM	9	9	0.04%	0.05%	0.06%	Q2 2013	Q2 2015	9
HSP	HOSPIRA INC COM	9	9	0.02%	0.03%	0.04%	Q2 2013	Q2 2015	9
A309PS	DIRECTV GROUP INC COM	9	9	0.02%	0.02%	0.02%	Q2 2013	Q2 2015	9
HUBS	HUBSPOT INC COM	8	1	0.01%	0.02%	0.03%	Q2 2018	Q2 2022	9
VTEB	VANGUARD MUN BD FDS	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
ENB	ENBRIDGE INC	6	3	0.01%	0.02%	0.02%	Q1 2017	Q3 2019	9
ETP	ENERGY TRANSFER PARTNE...	9	9	0.01%	0.01%	0.01%	Q2 2013	Q2 2015	9
GD	GENERAL DYNAMICS COR	7	2	0.01%	0.01%	0.01%	Q2 2015	Q3 2018	9
TYL	TYLER TECHNOLOGIES INC	9	9	0.01%	0.01%	0.01%	Q4 2019	Q4 2021	9
XLV	SELECT SECTOR SPDR TR	8	1	0.01%	0.01%	0.01%	Q1 2021	Q2 2023	9
PBCT	PEOPLES UTD FINL INC COM	9	9	0.01%	0.01%	0.01%	Q2 2013	Q2 2015	9
IWF	ISHARES TR	6	3	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	9
NOV	NATIONAL OILWELL VARCO...	8	8	0.02%	0.50%	0.99%	Q2 2013	Q1 2015	8
TECK	TECK RESOURCES LTD CL B	8	8	0.02%	0.04%	0.05%	Q2 2013	Q1 2015	8
VMW	VMWARE INC	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
ADRE	BLDRS INDEX FDS TR EME...	8	8	0.01%	0.02%	0.02%	Q2 2013	Q1 2015	8
NUE	NUCOR CORP	8	8	0.01%	0.02%	0.02%	Q3 2013	Q2 2015	8
PAA	PLAINS ALL AMERICAN PI...	8	8	0.01%	0.01%	0.02%	Q3 2013	Q2 2015	8
PHYS	SPROTT PHYSICAL GOLD TR	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
ZBH	ZIMMER HLDGS INC	4	1	0.01%	0.01%	0.01%	Q4 2014	Q1 2017	8
TFC	TRUIST FINL CORP	8	8	0.01%	0.01%	0.01%	Q3 2020	Q2 2022	8
PKI	PERKINELMER INC COM	4	4	0.01%	0.01%	0.01%	Q3 2017	Q1 2022	8
DSU	BLKROCK DEBT STRATEGIE...	8	8	0.00%	0.00%	0.00%	Q2 2013	Q1 2015	8
MGEN	MIRAGEN THERAPEUTICS INC	8	8	0.00%	0.00%	0.01%	Q3 2017	Q2 2019	8
MCK	MCKESSON CORP	7	7	0.10%	0.92%	1.16%	Q2 2015	Q4 2016	7
FLO	FLOWERS FOODS INC	7	7	0.02%	0.85%	1.44%	Q4 2014	Q2 2016	7
SCHW	THE CHARLES SCHWAB COR...	7	7	0.01%	0.32%	0.57%	Q3 2018	Q1 2020	7
DWDP	DOWDUPONT INC COM	7	7	0.24%	0.31%	0.37%	Q3 2017	Q1 2019	7
PETM	PETSMART INC	7	7	0.14%	0.30%	0.48%	Q2 2013	Q4 2014	7
HEDJ	WISDOMTREE TR EUROPE H...	6	1	0.01%	0.04%	0.06%	Q4 2014	Q4 2019	7
MUB	ISHARES TR	6	1	0.01%	0.04%	0.08%	Q4 2020	Q1 2023	7
AIG	AMERICAN INTL GROUP INC	7	7	0.02%	0.03%	0.03%	Q1 2022	Q3 2023	7
NU	NORTHEAST UTILITIES	7	7	0.02%	0.02%	0.03%	Q2 2013	Q4 2014	7
OGN	ORGANON & CO	7	7	0.01%	0.02%	0.06%	Q2 2021	Q4 2022	7
IBB	ISHARES TR NASDQ BIO INDX	7	7	0.01%	0.02%	0.02%	Q4 2014	Q2 2016	7
ARRY	ARRAY BIOPHARMA INC COM	7	7	0.01%	0.02%	0.02%	Q2 2013	Q4 2014	7
SQ	SQUARE INC	7	7	0.01%	0.01%	0.02%	Q3 2020	Q1 2022	7
MRO	MARATHON OIL CORPORATION	7	7	0.01%	0.01%	0.02%	Q2 2013	Q4 2014	7
	SHELL PLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
PBF	PBF ENERGY INC CL A	5	1	0.01%	0.01%	0.02%	Q4 2013	Q4 2016	7
AMJ	JPMORGAN CHASE & CO AL...	7	7	0.01%	0.01%	0.01%	Q2 2013	Q4 2014	7
TT	TRANE TECHNOLOGIES PLC	6	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	7
KIPS	KIPS BAY MED INC COM	7	7	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	7
GOOG	GOOGLE INC CL C NON VO...	6	6	1.41%	1.84%	2.66%	Q2 2014	Q3 2015	6
ALC	ALCON AG	6	6	0.42%	0.55%	0.70%	Q2 2022	Q3 2023	6
4945SC	KINDER MORGAN ENERGY U...	6	6	0.26%	0.33%	0.47%	Q2 2013	Q3 2014	6
JCI	JOHNSON CONTROLS INC	6	6	0.02%	0.08%	0.20%	Q1 2015	Q2 2016	6
WAG	WALGREEN CO	6	6	0.05%	0.05%	0.06%	Q2 2013	Q3 2014	6
IVE	ISHARES TR	6	6	0.02%	0.05%	0.07%	Q2 2022	Q3 2023	6
SIAL	SIGMA ALDRICH CORP	6	6	0.02%	0.05%	0.07%	Q2 2013	Q3 2014	6
KMR	KINDER MORGAN MGMT LLC...	6	6	0.02%	0.03%	0.04%	Q2 2013	Q3 2014	6
LQD	ISHARES TR	6	6	0.02%	0.02%	0.03%	Q3 2019	Q4 2020	6
	DIMENSIONAL ETF TRUST	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
MO	ALTRIA GROUP INC	4	1	0.01%	0.01%	0.01%	Q3 2015	Q2 2017	6
ZM	ZOOM VIDEO COMMUNICATI...	6	6	0.01%	0.01%	0.02%	Q2 2020	Q3 2021	6
MKTX	MARKETAXESS HLDGS INC	6	6	0.01%	0.01%	0.02%	Q4 2019	Q1 2021	6
RHT	RED HAT INC COM	6	6	0.01%	0.01%	0.01%	Q1 2018	Q2 2019	6
TWLO	TWILIO INC	6	6	0.01%	0.01%	0.01%	Q2 2020	Q3 2021	6
IR	INGERSOLL-RAND PLC	4	1	0.01%	0.01%	0.01%	Q2 2014	Q4 2019	6
HIMX	HIMAX TECHNOLOGIES INC...	6	6	0.00%	0.01%	0.01%	Q2 2015	Q3 2016	6
MJ	ETF MANAGERS TR	6	6	0.00%	0.00%	0.01%	Q2 2021	Q3 2022	6
NQ	NQ MOBILE INC ADR REPS...	6	6	0.00%	0.00%	0.00%	Q2 2014	Q3 2015	6
UAMY	UNITED STATES ANTIMONY...	6	6	0.00%	0.00%	0.00%	Q3 2019	Q4 2020	6
THOR	THORATEC LABS CORP COM...	5	5	0.98%	1.03%	1.13%	Q2 2013	Q2 2014	5
WYNN	WYNN RESORTS LTD COM	5	5	0.64%	1.00%	1.26%	Q2 2014	Q2 2015	5
ABNB	AIRBNB INC	5	5	0.30%	0.42%	0.56%	Q3 2022	Q3 2023	5
SHPG	SHIRE PLC (NEW)	5	5	0.01%	0.03%	0.07%	Q2 2016	Q2 2017	5
EFAV	ISHARES TR	5	5	0.02%	0.02%	0.02%	Q1 2019	Q1 2020	5
APY	APERGY CORP COM	5	5	0.01%	0.02%	0.03%	Q2 2018	Q2 2019	5
	JACOBS SOLUTIONS INC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
C	CITIGROUP INC.	2	1	0.01%	0.01%	0.01%	Q2 2018	Q4 2019	5
GPC	GENUINE PARTS CO	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
AMG	AFFILIATED MNGRS GRP	5	5	0.01%	0.01%	0.01%	Q4 2013	Q4 2014	5
DNOW	NOW INC COM	4	4	0.02%	0.60%	1.07%	Q2 2014	Q1 2015	4
ZTS	ZOETIS INC	4	4	0.47%	0.53%	0.60%	Q4 2022	Q3 2023	4
KORS	MICHAEL KORS HLDGS LTD...	4	4	0.01%	0.36%	0.70%	Q2 2015	Q1 2016	4
BEAM	BEAM INC COM	4	4	0.02%	0.02%	0.02%	Q2 2013	Q1 2014	4
COH	COACH INC COM	4	4	0.01%	0.02%	0.02%	Q2 2013	Q1 2014	4
PGX	INVESCO EXCH TRADED FD...	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
KN	KNOWLES CORP COM	4	4	0.01%	0.02%	0.02%	Q1 2014	Q4 2014	4
SRE	SEMPRA ENERGY COM	4	4	0.01%	0.01%	0.01%	Q1 2014	Q4 2014	4
ICF	ISHARES TR COHEN&ST RLTY	3	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2017	4
VRTX	VERTEX PHARMACEUTICALS...	2	2	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	4
DGRO	ISHARES TR	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
VEEV	VEEVA SYS INC	2	2	0.01%	0.01%	0.01%	Q3 2020	Q3 2021	4
BCOV	BRIGHTCOVE INC COM	4	4	0.01%	0.01%	0.01%	Q3 2013	Q2 2014	4
ARPJQ	ATLAS RESOURCE PARTNER...	4	4	0.00%	0.01%	0.01%	Q4 2014	Q3 2015	4
VOD	VODAFONE GROUP PLC(NEW)	3	3	1.37%	1.38%	1.39%	Q2 2013	Q4 2013	3
SIEGY	SIEMENS A G SPONSORED ADR	3	3	0.01%	0.61%	0.92%	Q4 2013	Q2 2014	3
RAX	RACKSPACE HOSTING INC COM	3	3	0.29%	0.36%	0.45%	Q2 2013	Q4 2013	3
ROST	ROSS STORES INC	3	3	0.21%	0.24%	0.27%	Q1 2023	Q3 2023	3
	GE HEALTHCARE TECHNOLO...	3	3	0.02%	0.16%	0.45%	Q1 2023	Q3 2023	3
	LINDE PLC	3	3	0.13%	0.13%	0.13%	Q1 2023	Q3 2023	3
BXLT	BAXALTA INC COM	3	3	0.12%	0.13%	0.14%	Q3 2015	Q1 2016	3
VALEP	VALE S A ADR REPSTG PFD	3	3	0.05%	0.06%	0.06%	Q2 2013	Q4 2013	3
PBR	PETROLEO BRASILEIRO SA...	3	3	0.04%	0.05%	0.05%	Q2 2013	Q4 2013	3
VALE	VALE S A ADR	3	3	0.01%	0.02%	0.02%	Q2 2013	Q4 2013	3
CHL	CHINA MOBILE LTD ADR	3	3	0.01%	0.02%	0.02%	Q2 2013	Q4 2013	3
IGIB	ISHARES TR	3	3	0.01%	0.02%	0.02%	Q4 2020	Q2 2021	3
FLR	FLUOR CORP	3	3	0.01%	0.01%	0.02%	Q2 2013	Q4 2013	3
WWW	WOLVERINE WORLD WIDE COM	3	3	0.01%	0.01%	0.01%	Q2 2013	Q4 2013	3
WU	WESTERN UN CO COM	3	3	0.01%	0.01%	0.02%	Q2 2013	Q4 2013	3
NFG	NATIONAL FUEL GAS N J	2	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	3
WPC	W P CAREY INC	2	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2019	3
IEMG	ISHARES INC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
BLK	BLACKROCK INC COM	3	3	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	3
ABM	ABM INDS INC COM	3	3	0.01%	0.01%	0.01%	Q1 2017	Q3 2017	3
YUMC	YUM CHINA HLDGS INC	3	3	0.01%	0.01%	0.01%	Q1 2019	Q3 2019	3
AKAM	AKAMAI TECHNOLOGIES INC	3	3	0.01%	0.01%	0.01%	Q2 2020	Q4 2020	3
ETN	EATON CORP PLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
ANSS	ANSYS INC	3	3	0.01%	0.01%	0.01%	Q2 2020	Q4 2020	3
TDOC	TELADOC HEALTH INC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
VTRS	VIATRIS INC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
XLI	SELECT SECTOR SPDR TR	2	1	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	3
ET	ENERGY TRANSFER L P	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
ASML	ASML HOLDING N V	2	2	0.46%	0.51%	0.55%	Q2 2023	Q3 2023	2
EWZ	ISHARES INC MSCI BRAZIL	2	2	0.09%	0.09%	0.10%	Q2 2013	Q3 2013	2
VOD	VODAFONE GROUP PLC(NEW)	2	2	0.01%	0.09%	0.16%	Q1 2014	Q2 2014	2
STO	STATOILHYDRO ASA	2	2	0.04%	0.05%	0.05%	Q2 2013	Q3 2013	2
CEO	CNOOC LTD-ADR	2	2	0.03%	0.04%	0.05%	Q2 2013	Q3 2013	2
CATC	CAMBRIDGE BANCORP	2	2	0.02%	0.02%	0.02%	Q3 2019	Q4 2019	2
RYN	RAYONIER INC	2	2	0.02%	0.02%	0.03%	Q2 2013	Q3 2013	2
HYH	HALYARD HEALTH INC	2	2	0.01%	0.02%	0.02%	Q4 2014	Q1 2015	2
AMLP	ALPS ETF TR ALERIAN MLP	1	1	0.01%	0.01%	0.02%	Q2 2013	Q4 2014	2
MDT	MEDTRONIC INC	2	2	0.01%	0.01%	0.02%	Q3 2014	Q4 2014	2
VREX	VAREX IMAGING CORP COM	2	2	0.01%	0.01%	0.02%	Q1 2017	Q2 2017	2
LLTC	LINEAR TECHNOLOGY CORP...	2	2	0.01%	0.01%	0.01%	Q3 2016	Q4 2016	2
IAU	ISHARES GOLD TRUST SHARE	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
	EMBECTA CORP	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
SHYG	ISHARES TR	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
OKE	ONEOK INC NEW	1	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	2
SBUX	STARBUCKS CORP COM	1	1	0.01%	0.01%	0.01%	Q1 2018	Q4 2021	2
FAX	ABERDEEN ASIA-PACIFIC ...	2	2	0.00%	0.01%	0.01%	Q2 2014	Q3 2014	2
HIFS	HINGHAM INSTN SVGS MASS	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
WSO	WATSCO INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
TRMR	TREMOR VIDEO INC COM	2	2	0.01%	0.01%	0.01%	Q1 2014	Q2 2014	2
DDOG	DATADOG INC	2	2	0.01%	0.01%	0.01%	Q3 2021	Q4 2021	2
FAST	FASTENAL CO	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
TGB	TASEKO MINES LTD COM	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
TPLMQ	TRIANGLE PETE CORP COM...	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
	N.V.DAVIS TR NOMINEE T...	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
EFG	ISHARES TR	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
IEFA	ISHARES TR	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
AMX	AMERICA MOVIL S.A.B. D...	1	1	0.02%	0.02%	0.02%	Q2 2014	Q2 2014	1
BOND	PIMCO ETF TR	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
EXC	EXELON CORPORATION COM	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
RPM	RPM INTL INC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
BAM	BROOKFIELD ASSET MGMT ...	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
CBST	CUBIST PHARMACEUTICALS...	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
MOLX	MOLEX INC	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
LYFT	LYFT INC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
RDSB	ROYAL DUTCH SHELL PLC ...	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
ATMP	BARCLAYS BK PLC ETN SE...	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
AEP	AMERICAN ELEC PWR INC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
DDD	3D SYSTEMS CORP	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
LINEQ	LINN ENERGY LLC UNIT L...	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
PCG	PG & E CORP	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
ONEXF	ONEX CORP SUB VTG	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
CI	CIGNA CORP COM	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
CDNS	CADENCE DESIGN SYSTEM INC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
SAFT	SAFETY INS GROUP INC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
OMC	OMNICOM GROUP INC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
AEM	AGNICO EAGLE MINES LTD	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
USO	UNITED STS OIL FD LP	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
CPNG	COUPANG INC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
MMP	MAGELLAN MIDSTREAM PRT...	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
VNT	VONTIER CORPORATION	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
VER	VEREIT INC COM	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
SLV	ISHARES SILVER TR	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
	WARNER BROS DISCOVERY INC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Download

The securities at the top of the list , including APPLE INC COM, THERMO FISHER SCIENTIFIC INC, and MICROSOFT CORP, are the highest-conviction holdings of PRIO WEALTH LIMITED PARTNERSHIP.

The conviction is calculated by counting the number of quarters a security has been reported by PRIO WEALTH LIMITED PARTNERSHIP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that PRIO WEALTH LIMITED PARTNERSHIP owns currently or has owned in the past.