BALDWIN BROTHERS LLC/MA - Q4 2023 holdings

$1.27 Billion is the total value of BALDWIN BROTHERS LLC/MA's 801 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 12.7% .

 Value Shares↓ Weighting
AAPL SellAPPLE INC$82,663,435
+10.4%
429,354
-1.9%
6.49%
+0.7%
MSFT SellMICROSOFT CORP$73,184,153
+18.9%
194,618
-0.2%
5.75%
+8.6%
AMZN BuyAMAZON COM INC$58,690,624
+26.7%
386,275
+6.0%
4.61%
+15.7%
GOOGL BuyALPHABET INCcap stk cl a$52,805,614
+11.1%
378,020
+4.1%
4.15%
+1.4%
COST SellCOSTCO WHSL CORP NEW$35,211,308
+15.9%
53,344
-0.8%
2.77%
+5.8%
BX BuyBLACKSTONE INC$35,197,698
+23.1%
268,849
+0.8%
2.76%
+12.4%
TIP BuyISHARES TRtips bd etf$34,443,289
+23.3%
320,432
+19.0%
2.71%
+12.6%
V BuyVISA INC$32,868,093
+17.5%
126,246
+3.8%
2.58%
+7.3%
PEP BuyPEPSICO INC$28,181,950
+1.5%
165,932
+1.3%
2.21%
-7.3%
ADBE BuyADOBE INC$26,107,216
+17.8%
43,760
+0.7%
2.05%
+7.6%
NVDA SellNVIDIA CORPORATION$25,905,252
+7.5%
52,311
-5.5%
2.04%
-1.8%
URI SellUNITED RENTALS INC$24,278,029
+26.4%
42,339
-2.0%
1.91%
+15.4%
WM BuyWASTE MGMT INC DEL$24,199,266
+19.4%
135,116
+1.6%
1.90%
+9.0%
KLAC SellKLA CORP$22,623,033
+26.1%
38,918
-0.5%
1.78%
+15.1%
ACN BuyACCENTURE PLC IRELAND$21,802,000
+14.7%
62,130
+0.4%
1.71%
+4.8%
NEE BuyNEXTERA ENERGY INC$21,600,784
+29.1%
355,627
+21.8%
1.70%
+17.9%
MRK BuyMERCK & CO INC$20,994,090
+9.5%
192,571
+3.4%
1.65%
-0.1%
DHR BuyDANAHER CORPORATION$19,137,602
+0.3%
82,725
+7.5%
1.50%
-8.5%
HUM BuyHUMANA INC$18,608,145
-4.4%
40,646
+1.6%
1.46%
-12.7%
ADI SellANALOG DEVICES INC$17,682,714
+10.6%
89,055
-2.4%
1.39%
+1.0%
AJG BuyGALLAGHER ARTHUR J & CO$17,540,890
+3.8%
78,001
+5.2%
1.38%
-5.3%
XOM SellEXXON MOBIL CORP$16,616,633
-18.3%
166,200
-3.9%
1.30%
-25.5%
JPM BuyJPMORGAN CHASE & CO$16,051,657
+59.7%
94,366
+36.1%
1.26%
+45.8%
UNP SellUNION PAC CORP$15,820,139
+19.9%
64,409
-0.6%
1.24%
+9.5%
JNJ SellJOHNSON & JOHNSON$15,439,159
-0.8%
98,502
-1.5%
1.21%
-9.5%
IBM SellINTERNATIONAL BUSINESS MACHS$14,749,920
+15.8%
90,186
-0.7%
1.16%
+5.7%
ZTS BuyZOETIS INCcl a$14,677,815
+14.0%
74,367
+0.5%
1.15%
+4.1%
HON SellHONEYWELL INTL INC$14,265,313
+12.5%
68,024
-0.9%
1.12%
+2.7%
VBR SellVANGUARD INDEX FDSsm cp val etf$14,187,304
+9.9%
78,831
-2.6%
1.12%
+0.5%
OMFL BuyINVESCO EXCH TRD SLF IDX FDrusl 1000 dynm$14,107,438
+25.1%
274,410
+11.5%
1.11%
+14.1%
GRMN SellGARMIN LTD$13,376,258
+21.9%
104,063
-0.3%
1.05%
+11.2%
AMLP SellALPS ETF TRalerian mlp$12,956,952
-0.7%
304,726
-1.4%
1.02%
-9.3%
IAU SellISHARES GOLD TRishares new$12,761,288
+9.5%
326,961
-1.8%
1.00%0.0%
GLD SellSPDR GOLD TR$12,579,942
+4.8%
65,805
-6.0%
0.99%
-4.4%
SBUX BuySTARBUCKS CORP$12,390,571
+5.8%
129,055
+0.6%
0.97%
-3.5%
MAR BuyMARRIOTT INTL INC NEWcl a$11,828,045
+28.2%
52,450
+11.8%
0.93%
+17.0%
SHW BuySHERWIN WILLIAMS CO$11,793,563
+47.4%
37,812
+20.5%
0.93%
+34.7%
FISV SellFISERV INC$11,655,514
+14.1%
87,741
-3.0%
0.92%
+4.2%
GOOG SellALPHABET INCcap stk cl c$11,424,375
+5.1%
81,064
-1.7%
0.90%
-4.0%
REG BuyREGENCY CTRS CORP$11,231,612
+13.2%
167,636
+0.4%
0.88%
+3.3%
CVX SellCHEVRON CORP NEW$10,505,058
-11.7%
70,428
-0.1%
0.82%
-19.4%
WAT SellWATERS CORP$10,068,841
+15.6%
30,583
-3.7%
0.79%
+5.5%
ITW SellILLINOIS TOOL WKS INC$9,928,684
+6.2%
37,904
-6.6%
0.78%
-3.0%
CHD SellCHURCH & DWIGHT CO INC$9,686,627
-8.1%
102,439
-11.0%
0.76%
-16.1%
COO NewCOOPER COS INC$9,394,01624,823
+100.0%
0.74%
PLD SellPROLOGIS INC.$9,293,010
+18.1%
69,715
-0.6%
0.73%
+7.8%
PG SellPROCTER AND GAMBLE CO$8,907,453
-4.7%
60,785
-5.1%
0.70%
-12.9%
SCHW SellSCHWAB CHARLES CORP$8,865,064
+22.6%
128,853
-2.2%
0.70%
+11.9%
SPGI BuyS&P GLOBAL INC$8,350,938
+538.4%
18,957
+429.5%
0.66%
+480.5%
IVV SellISHARES TRcore s&p500 etf$7,803,997
+10.8%
16,339
-0.3%
0.61%
+1.2%
EPD SellENTERPRISE PRODS PARTNERS L$7,151,100
-8.3%
271,389
-4.8%
0.56%
-16.2%
DOV SellDOVER CORP$6,211,617
+0.2%
40,385
-9.1%
0.49%
-8.4%
MSCI SellMSCI INC$5,973,830
+8.2%
10,561
-1.9%
0.47%
-1.3%
BAC SellBANK AMERICA CORP$5,898,782
+22.0%
175,194
-0.8%
0.46%
+11.3%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$5,855,644
-1.8%
16,418
-3.5%
0.46%
-10.3%
VGIT BuyVANGUARD SCOTTSDALE FDSinter term treas$5,638,608
+26.1%
95,054
+21.5%
0.44%
+15.1%
PAYX SellPAYCHEX INC$5,267,630
-5.2%
44,225
-8.2%
0.41%
-13.4%
NVO SellNOVO-NORDISK A Sadr$5,184,086
+5.3%
50,112
-7.4%
0.41%
-3.8%
NVS SellNOVARTIS AGsponsored adr$5,099,708
-4.6%
50,507
-3.8%
0.40%
-12.8%
ROP SellROPER TECHNOLOGIES INC$4,972,743
+11.0%
9,121
-1.4%
0.39%
+1.6%
CF SellCF INDS HLDGS INC$4,830,897
-8.1%
60,766
-0.9%
0.38%
-16.1%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$4,487,065
+288.7%
61,007
+268.8%
0.35%
+256.6%
ET BuyENERGY TRANSFER L P$3,978,940
-1.5%
288,329
+0.1%
0.31%
-10.1%
AXSM BuyAXSOME THERAPEUTICS INC$3,899,512
+16.3%
48,995
+2.1%
0.31%
+5.9%
TMO SellTHERMO FISHER SCIENTIFIC INC$3,866,778
-3.4%
7,285
-7.9%
0.30%
-11.9%
VRTX BuyVERTEX PHARMACEUTICALS INC$3,731,995
+17.5%
9,172
+0.4%
0.29%
+7.3%
TD SellTORONTO DOMINION BK ONT$3,607,928
+3.9%
55,833
-3.2%
0.28%
-5.4%
ADP SellAUTOMATIC DATA PROCESSING IN$3,417,903
-13.0%
14,671
-10.2%
0.27%
-20.4%
PM SellPHILIP MORRIS INTL INC$3,270,631
+1.2%
34,764
-0.4%
0.26%
-7.6%
MKC SellMCCORMICK & CO INC$3,235,837
-10.6%
47,294
-1.2%
0.25%
-18.3%
EOG BuyEOG RES INC$3,193,927
+1.4%
26,407
+6.3%
0.25%
-7.4%
SYK SellSTRYKER CORPORATION$3,053,594
+4.0%
10,197
-5.1%
0.24%
-5.1%
MO SellALTRIA GROUP INC$3,038,890
-10.6%
75,332
-6.8%
0.24%
-18.2%
KO SellCOCA COLA CO$2,874,488
+3.5%
48,778
-1.7%
0.23%
-5.4%
SPY SellSPDR S&P 500 ETF TRtr unit$2,791,496
+2.8%
5,873
-7.5%
0.22%
-6.4%
TSLA SellTESLA INC$2,765,582
-1.3%
11,130
-0.6%
0.22%
-10.0%
WY SellWEYERHAEUSER CO MTN BE$2,336,409
-22.3%
67,196
-31.5%
0.18%
-29.0%
EW SellEDWARDS LIFESCIENCES CORP$2,254,408
-5.8%
29,566
-14.4%
0.18%
-14.1%
PSF BuyCOHEN & STEERS SELECT PFD &$2,150,801
+84.2%
113,799
+76.3%
0.17%
+69.0%
FB SellMETA PLATFORMS INCcl a$2,017,218
+17.1%
5,699
-0.7%
0.16%
+6.8%
GBCI SellGLACIER BANCORP INC NEW$1,849,896
+29.8%
44,770
-10.5%
0.14%
+17.9%
FAST SellFASTENAL CO$1,738,570
+12.1%
26,842
-5.5%
0.14%
+3.0%
XLE SellSELECT SECTOR SPDR TRenergy$1,722,349
-19.5%
20,543
-13.2%
0.14%
-26.6%
LDP  COHEN & STEERS LTD DURATION$1,683,249
+8.0%
91,3320.0%0.13%
-1.5%
PFE SellPFIZER INC$1,648,487
-16.0%
57,259
-3.2%
0.13%
-23.1%
GBIL SellGOLDMAN SACHS ETF TRacces treasury$1,623,269
-20.9%
16,275
-20.6%
0.13%
-27.7%
OKE SellONEOK INC NEW$1,564,221
-44.5%
22,276
-49.9%
0.12%
-49.4%
HD SellHOME DEPOT INC$1,550,811
+13.3%
4,475
-1.2%
0.12%
+3.4%
RMD SellRESMED INC$1,528,363
-11.5%
8,885
-23.9%
0.12%
-19.5%
TFX SellTELEFLEX INCORPORATED$1,520,974
+13.5%
6,100
-10.6%
0.12%
+3.5%
UBER BuyUBER TECHNOLOGIES INC$1,498,429
+52.8%
24,337
+14.2%
0.12%
+40.5%
UNH BuyUNITEDHEALTH GROUP INC$1,474,642
+6.7%
2,801
+2.2%
0.12%
-2.5%
BLK SellBLACKROCK INC$1,457,993
+17.0%
1,796
-6.8%
0.12%
+7.5%
HIFS SellHINGHAM INSTN SVGS MASS$1,356,718
-12.5%
6,979
-15.9%
0.11%
-19.5%
EMR SellEMERSON ELEC CO$1,351,816
-5.7%
13,889
-6.4%
0.11%
-13.8%
GILD SellGILEAD SCIENCES INC$1,267,234
-47.4%
15,643
-51.3%
0.10%
-51.7%
 APOLLO GLOBAL MGMT INC$1,225,076
+3.8%
13,1460.0%0.10%
-5.9%
TRP SellTC ENERGY CORP$1,213,382
-17.5%
31,032
-27.4%
0.10%
-25.2%
BuyNUVECTIS PHARMA INC$1,184,614
-21.0%
142,040
+22.0%
0.09%
-27.9%
CNI  CANADIAN NATL RY CO$1,169,113
+16.0%
9,3060.0%0.09%
+5.7%
AMGN SellAMGEN INC$1,176,274
+5.9%
4,084
-1.2%
0.09%
-4.2%
HCI SellHCI GROUP INC$1,170,898
+59.8%
13,397
-0.7%
0.09%
+46.0%
XSLV SellINVESCO EXCH TRADED FD TR IIs&p smlcp low$1,143,727
+1.4%
25,905
-9.4%
0.09%
-7.2%
TRGP  TARGA RES CORP$1,094,128
+1.3%
12,5950.0%0.09%
-7.5%
ABBV SellABBVIE INC$1,048,992
-7.2%
6,769
-10.8%
0.08%
-15.5%
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$937,200
+9.7%
5,5000.0%0.07%0.0%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$901,614
+11.1%
1,7770.0%0.07%
+1.4%
BK SellBANK NEW YORK MELLON CORP$908,012
+21.5%
17,445
-0.4%
0.07%
+10.9%
CVS BuyCVS HEALTH CORP$827,817
+16.8%
10,484
+3.3%
0.06%
+6.6%
DIS SellDISNEY WALT CO$817,395
+5.0%
9,053
-5.8%
0.06%
-4.5%
INTU BuyINTUIT$801,913
+25.1%
1,283
+2.2%
0.06%
+14.5%
COP SellCONOCOPHILLIPS$783,124
-3.4%
6,747
-0.3%
0.06%
-11.4%
ABT SellABBOTT LABS$789,752
+7.2%
7,175
-5.7%
0.06%
-1.6%
PYPL SellPAYPAL HLDGS INC$769,406
-30.0%
12,529
-33.4%
0.06%
-36.8%
MMM Sell3M CO$756,057
+11.7%
6,916
-4.4%
0.06%
+1.7%
AVGO SellBROADCOM INC$756,818
+33.6%
678
-0.6%
0.06%
+20.4%
QQQ BuyINVESCO QQQ TRunit ser 1$736,726
+39.7%
1,799
+22.2%
0.06%
+28.9%
LLY  ELI LILLY & CO$741,474
+8.5%
1,2720.0%0.06%
-1.7%
FDX SellFEDEX CORP$721,217
-28.4%
2,851
-25.0%
0.06%
-34.5%
GLP  GLOBAL PARTNERS LP$719,270
+19.8%
17,0000.0%0.06%
+9.6%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$713,997
-28.9%
14,906
-35.1%
0.06%
-34.9%
MCD SellMCDONALDS CORP$678,118
+6.4%
2,287
-5.5%
0.05%
-3.6%
TJX SellTJX COS INC NEW$677,590
+4.5%
7,223
-1.0%
0.05%
-5.4%
IJH SellISHARES TRcore s&p mcp etf$662,111
+10.2%
2,389
-0.9%
0.05%0.0%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$657,559
+16.7%
15,999
+11.3%
0.05%
+8.3%
AMD  ADVANCED MICRO DEVICES INC$648,604
+43.4%
4,4000.0%0.05%
+30.8%
KMB BuyKIMBERLY-CLARK CORP$639,021
+1.9%
5,259
+1.3%
0.05%
-7.4%
BCPC SellBALCHEM CORP$640,551
-34.0%
4,306
-45.0%
0.05%
-39.8%
CG  CARLYLE GROUP INC$639,647
+34.9%
15,7200.0%0.05%
+22.0%
DE SellDEERE & CO$633,794
+4.2%
1,585
-1.7%
0.05%
-3.8%
IWR  ISHARES TRrus mid cap etf$622,384
+12.2%
8,0070.0%0.05%
+2.1%
SUN  SUNOCO LP/SUNOCO FIN CORP$629,265
+22.4%
10,5000.0%0.05%
+11.4%
SYBT BuySTOCK YDS BANCORP INC$619,425
+39.1%
12,030
+6.2%
0.05%
+28.9%
FBHS SellFORTUNE BRANDS INNOVATIONS I$607,369
+18.8%
7,977
-3.0%
0.05%
+9.1%
RWL  INVESCO EXCH TRADED FD TR IIs&p 500 revenue$598,404
+9.2%
7,0120.0%0.05%0.0%
GSBD  GOLDMAN SACHS BDC INC$588,241
+0.6%
40,1530.0%0.05%
-8.0%
INTC SellINTEL CORP$573,202
+29.4%
11,407
-8.4%
0.04%
+18.4%
VIS  VANGUARD WORLD FDSindustrial etf$569,371
+13.1%
2,5830.0%0.04%
+4.7%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$542,625
+2.1%
10.0%0.04%
-6.5%
MTD SellMETTLER TOLEDO INTERNATIONAL$545,832
+6.6%
450
-2.6%
0.04%
-2.3%
AB  ALLIANCEBERNSTEIN HLDG L Punit ltd partn$543,801
+2.2%
17,5250.0%0.04%
-6.5%
AWK SellAMERICAN WTR WKS CO INC NEW$546,439
+3.6%
4,140
-2.8%
0.04%
-4.4%
IJR BuyISHARES TRcore s&p scp etf$529,776
+15.5%
4,894
+0.6%
0.04%
+7.7%
PGR BuyPROGRESSIVE CORP$538,048
+21.9%
3,378
+6.6%
0.04%
+10.5%
TRV SellTRAVELERS COMPANIES INC$536,420
+9.0%
2,816
-6.6%
0.04%0.0%
SO SellSOUTHERN CO$527,933
+5.9%
7,529
-2.3%
0.04%
-4.7%
APD BuyAIR PRODS & CHEMS INC$513,101
-0.4%
1,874
+3.1%
0.04%
-9.1%
LOW  LOWES COS INC$503,408
+7.1%
2,2620.0%0.04%0.0%
XLY  SELECT SECTOR SPDR TRsbi cons discr$495,304
+11.1%
2,7700.0%0.04%
+2.6%
IWP  ISHARES TRrus md cp gr etf$486,679
+14.4%
4,6590.0%0.04%
+2.7%
CATC  CAMBRIDGE BANCORP$472,683
+11.4%
6,8110.0%0.04%0.0%
PNC SellPNC FINL SVCS GROUP INC$475,390
-95.3%
3,070
-96.3%
0.04%
-95.7%
MGM  MGM RESORTS INTERNATIONAL$469,140
+21.5%
10,5000.0%0.04%
+12.1%
BMY SellBRISTOL-MYERS SQUIBB CO$476,875
-26.2%
9,294
-16.5%
0.04%
-33.9%
SBCF SellSEACOAST BKG CORP FLA$456,214
+9.2%
16,030
-15.8%
0.04%0.0%
KNSL  KINSALE CAP GROUP INC$452,129
-19.1%
1,3500.0%0.04%
-25.0%
AMT  AMERICAN TOWER CORP NEW$459,609
+31.3%
2,1290.0%0.04%
+20.0%
USB SellUS BANCORP DEL$444,745
+27.9%
10,276
-2.3%
0.04%
+16.7%
QCOM  QUALCOMM INC$416,101
+30.2%
2,8770.0%0.03%
+22.2%
DXCM SellDEXCOM INC$414,337
+30.4%
3,339
-1.9%
0.03%
+22.2%
SDY SellSPDR SER TRs&p divid etf$422,399
+0.0%
3,380
-7.9%
0.03%
-8.3%
PAA  PLAINS ALL AMERN PIPELINE Lunit ltd partn$403,884
-1.1%
26,6590.0%0.03%
-8.6%
MPLX  MPLX LP$396,429
+3.2%
10,7960.0%0.03%
-6.1%
ORCL SellORACLE CORP$400,212
-7.8%
3,796
-7.3%
0.03%
-16.2%
WES  WESTERN MIDSTREAM PARTNERS L$391,733
+7.5%
13,3880.0%0.03%0.0%
IWM SellISHARES TRrussell 2000 etf$381,951
+9.6%
1,903
-3.5%
0.03%0.0%
NFLX SellNETFLIX INC$384,635
+16.4%
790
-9.7%
0.03%
+7.1%
MDLZ  MONDELEZ INTL INCcl a$372,725
+4.4%
5,1460.0%0.03%
-6.5%
TTD  THE TRADE DESK INC$366,276
-7.9%
5,0900.0%0.03%
-14.7%
HUBS  HUBSPOT INC$354,129
+17.9%
6100.0%0.03%
+7.7%
CIBR SellFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$359,867
+11.8%
6,684
-5.6%
0.03%0.0%
DD SellDUPONT DE NEMOURS INC$358,802
-4.6%
4,664
-7.5%
0.03%
-12.5%
HLIO  HELIOS TECHNOLOGIES INC$359,444
-18.3%
7,9260.0%0.03%
-26.3%
IBB SellISHARES TRishares biotech$338,946
+6.8%
2,495
-3.9%
0.03%0.0%
IWF  ISHARES TRrus 1000 grw etf$346,826
+14.0%
1,1440.0%0.03%
+3.8%
IVE SellISHARES TRs&p 500 val etf$348,476
+2.5%
2,004
-9.3%
0.03%
-6.9%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$330,702
+11.8%
5,940
+0.1%
0.03%
+4.0%
WFC SellWELLS FARGO CO NEW$329,774
+4.8%
6,700
-13.0%
0.03%
-3.7%
CAT SellCATERPILLAR INC$325,237
+7.7%
1,100
-0.5%
0.03%0.0%
MCO  MOODYS CORP$318,306
+23.5%
8150.0%0.02%
+13.6%
EXPE NewEXPEDIA GROUP INC$303,5802,000
+100.0%
0.02%
NSC  NORFOLK SOUTHN CORP$302,566
+20.0%
1,2800.0%0.02%
+9.1%
XBI SellSPDR SER TRs&p biotech$304,032
-26.2%
3,405
-39.7%
0.02%
-31.4%
VTV  VANGUARD INDEX FDSvalue etf$293,020
+8.4%
1,9600.0%0.02%0.0%
PSX SellPHILLIPS 66$273,736
+6.3%
2,056
-4.1%
0.02%0.0%
FCX SellFREEPORT-MCMORAN INCcl b$277,684
-88.8%
6,523
-90.2%
0.02%
-89.7%
A SellAGILENT TECHNOLOGIES INC$279,311
-86.1%
2,009
-88.8%
0.02%
-87.3%
FNV SellFRANCO NEV CORP$264,725
-96.2%
2,389
-95.5%
0.02%
-96.5%
ZS  ZSCALER INC$265,872
+42.4%
1,2000.0%0.02%
+31.2%
DOW SellDOW INC$265,590
-0.3%
4,843
-6.3%
0.02%
-8.7%
MA SellMASTERCARD INCORPORATEDcl a$254,200
-28.9%
596
-34.0%
0.02%
-35.5%
HASI SellHANNON ARMSTRONG SUST INFR C$256,301
+29.1%
9,293
-0.8%
0.02%
+17.6%
NewWISDOMTREE TRfloatng rat trea$251,9545,015
+100.0%
0.02%
NKE  NIKE INCcl b$254,706
+13.5%
2,3460.0%0.02%
+5.3%
CL SellCOLGATE PALMOLIVE CO$243,753
-6.3%
3,058
-16.4%
0.02%
-13.6%
RTX SellRTX CORPORATION$243,838
+14.3%
2,898
-2.3%
0.02%
+5.6%
NOW  SERVICENOW INC$247,272
+26.4%
3500.0%0.02%
+11.8%
BFAM  BRIGHT HORIZONS FAM SOL IN D$236,542
+15.7%
2,5100.0%0.02%
+5.6%
SUB  ISHARES TRshrt nat mun etf$233,527
+2.5%
2,2150.0%0.02%
-10.0%
VTEB  VANGUARD MUN BD FDStax exempt bd$233,809
+6.1%
4,5800.0%0.02%
-5.3%
 HEALTHCARE RLTY TR$225,713
+12.8%
13,1000.0%0.02%
+5.9%
GD  GENERAL DYNAMICS CORP$211,112
+17.5%
8130.0%0.02%
+13.3%
IJS SellISHARES TRsp smcp600vl etf$216,138
-6.1%
2,097
-18.7%
0.02%
-15.0%
BIIB SellBIOGEN INC$218,661
-76.4%
845
-76.6%
0.02%
-78.8%
TEL  TE CONNECTIVITY LTD$210,048
+13.7%
1,4950.0%0.02%
+6.2%
EPI NewWISDOMTREE TRindia erngs fd$220,9085,388
+100.0%
0.02%
MDB  MONGODB INCcl a$210,558
+18.2%
5150.0%0.02%
+13.3%
MDT SellMEDTRONIC PLC$202,408
-97.2%
2,457
-97.3%
0.02%
-97.4%
CSCO SellCISCO SYS INC$200,969
-7.1%
3,978
-1.2%
0.02%
-15.8%
QUAL  ISHARES TRmsci usa qlt fct$204,819
+11.6%
1,3920.0%0.02%0.0%
CME BuyCME GROUP INC$207,020
+17.5%
983
+11.7%
0.02%
+6.7%
EL SellLAUDER ESTEE COS INCcl a$190,125
-5.4%
1,300
-6.5%
0.02%
-11.8%
TTC SellTORO CO$194,380
-36.8%
2,025
-45.3%
0.02%
-42.3%
HIMS BuyHIMS & HERS HEALTH INC$196,939
+65.5%
22,128
+17.0%
0.02%
+50.0%
BP SellBP PLCsponsored adr$186,735
-10.1%
5,275
-1.7%
0.02%
-16.7%
DUK SellDUKE ENERGY CORP NEW$180,106
+5.6%
1,856
-4.0%
0.01%
-6.7%
TT  TRANE TECHNOLOGIES PLC$178,047
+20.2%
7300.0%0.01%
+7.7%
EFA  ISHARES TRmsci eafe etf$178,203
+9.3%
2,3650.0%0.01%0.0%
CTVA  CORTEVA INC$179,892
-6.3%
3,7540.0%0.01%
-17.6%
IWD  ISHARES TRrus 1000 val etf$182,932
+8.8%
1,1070.0%0.01%0.0%
XME  SPDR SER TRs&p metals mng$176,499
+14.0%
2,9500.0%0.01%
+7.7%
WSO SellWATSCO INC$166,675
-1.9%
389
-13.6%
0.01%
-13.3%
SCI  SERVICE CORP INTL$160,858
+19.8%
2,3500.0%0.01%
+8.3%
ORLY SellOREILLY AUTOMOTIVE INC$168,164
-9.3%
177
-13.2%
0.01%
-18.8%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$167,034
-45.2%
2,155
-38.7%
0.01%
-50.0%
MMC SellMARSH & MCLENNAN COS INC$165,786
-4.9%
875
-4.5%
0.01%
-13.3%
CRM BuySALESFORCE INC$164,462
+53.9%
625
+18.6%
0.01%
+44.4%
ANSS SellANSYS INC$166,925
-6.5%
460
-23.3%
0.01%
-13.3%
SLV  ISHARES SILVER TRishares$161,020
+7.1%
7,3930.0%0.01%0.0%
SellGENERAL ELECTRIC CO$168,599
-2.5%
1,321
-15.5%
0.01%
-13.3%
PANW  PALO ALTO NETWORKS INC$164,543
+25.8%
5580.0%0.01%
+18.2%
BA SellBOEING CO$151,183
+25.2%
580
-7.9%
0.01%
+20.0%
CCJ  CAMECO CORP$150,850
+8.7%
3,5000.0%0.01%0.0%
ESGV  VANGUARD WORLD FDesg us stk etf$146,388
+13.1%
1,7210.0%0.01%
+9.1%
MSM  MSC INDL DIRECT INCcl a$146,827
+3.2%
1,4500.0%0.01%0.0%
WTM  WHITE MTNS INS GROUP LTD$150,501
+0.6%
1000.0%0.01%
-7.7%
DXJ  WISDOMTREE TRjapn hedge eqt$149,830
-0.3%
1,7030.0%0.01%
-7.7%
SellSHELL PLCspon ads$158,446
-3.1%
2,408
-5.2%
0.01%
-14.3%
IRM  IRON MTN INC DEL$140,520
+17.7%
2,0080.0%0.01%
+10.0%
CMCSA SellCOMCAST CORP NEWcl a$136,724
-13.6%
3,118
-12.7%
0.01%
-21.4%
AXON  AXON ENTERPRISE INC$142,082
+29.8%
5500.0%0.01%
+22.2%
ARCC BuyARES CAPITAL CORP$134,542
+15.2%
6,717
+12.0%
0.01%
+10.0%
KMI SellKINDER MORGAN INC DEL$134,735
-3.1%
7,638
-8.9%
0.01%
-8.3%
FLO  FLOWERS FOODS INC$138,437
+1.5%
6,1500.0%0.01%
-8.3%
SGOV  ISHARES TR0-3 mnth treasry$135,365
-0.4%
1,3500.0%0.01%
-8.3%
EFAX SellSPDR INDEX SHS FDSmsci eafe fs etf$144,337
+7.1%
3,700
-2.6%
0.01%
-8.3%
DVY SellISHARES TRselect divid etf$128,942
-7.6%
1,100
-15.2%
0.01%
-16.7%
SRE  SEMPRA$122,109
+9.8%
1,6340.0%0.01%0.0%
CMI SellCUMMINS INC$128,170
-14.2%
535
-18.2%
0.01%
-23.1%
HESM  HESS MIDSTREAM LP$126,520
+8.6%
4,0000.0%0.01%0.0%
MSI  MOTOROLA SOLUTIONS INC$132,437
+15.0%
4230.0%0.01%0.0%
CRWD  CROWDSTRIKE HLDGS INCcl a$127,660
+52.5%
5000.0%0.01%
+42.9%
MINT  PIMCO ETF TRenhan shrt ma ac$129,727
-0.3%
1,3000.0%0.01%
-9.1%
STZ  CONSTELLATION BRANDS INCcl a$131,754
-3.8%
5450.0%0.01%
-16.7%
BDX SellBECTON DICKINSON & CO$129,230
-25.6%
530
-21.1%
0.01%
-33.3%
T SellAT&T INC$111,285
+5.6%
6,632
-5.5%
0.01%0.0%
WMT  WALMART INC$117,607
-1.4%
7460.0%0.01%
-10.0%
BuyATLASSIAN CORPORATIONcl a$120,595
+18.5%
507
+0.4%
0.01%0.0%
VZ SellVERIZON COMMUNICATIONS INC$120,866
+11.1%
3,206
-4.5%
0.01%0.0%
AINV  MIDCAP FINANCIAL INVSTMNT CO$113,995
-0.5%
8,3330.0%0.01%
-10.0%
CGNX  COGNEX CORP$116,872
-1.6%
2,8000.0%0.01%
-10.0%
CARR BuyCARRIER GLOBAL CORPORATION$115,417
+10.7%
2,009
+6.4%
0.01%0.0%
ICE SellINTERCONTINENTAL EXCHANGE IN$119,440
-3.9%
930
-17.7%
0.01%
-18.2%
FND  FLOOR & DECOR HLDGS INCcl a$106,651
+23.3%
9560.0%0.01%
+14.3%
SYNA  SYNAPTICS INC$102,672
+27.5%
9000.0%0.01%
+14.3%
EWJ  ISHARES INCmsci jpn etf new$106,408
+6.4%
1,6590.0%0.01%
-11.1%
TOTL  SSGA ACTIVE ETF TRspdr tr tactic$102,275
+4.1%
2,5410.0%0.01%0.0%
UPS SellUNITED PARCEL SERVICE INCcl b$101,885
-88.5%
648
-88.6%
0.01%
-89.5%
SCHE SellSCHWAB STRATEGIC TRemrg mkteq etf$100,523
-9.3%
4,055
-12.4%
0.01%
-20.0%
IJT SellISHARES TRs&p sml 600 gwt$100,863
+9.2%
806
-4.3%
0.01%0.0%
GIS  GENERAL MLS INC$98,361
+1.8%
1,5100.0%0.01%0.0%
VOO SellVANGUARD INDEX FDS$107,453
-24.0%
246
-31.7%
0.01%
-33.3%
STAG  STAG INDL INC$98,150
+13.8%
2,5000.0%0.01%
+14.3%
O BuyREALTY INCOME CORP$101,059
+58.1%
1,760
+37.5%
0.01%
+33.3%
ECL SellECOLAB INC$108,101
-0.6%
545
-15.1%
0.01%
-11.1%
SLVP  ISHARES INCmsci glb slv&mtl$108,010
+18.8%
10,6100.0%0.01%0.0%
CM  CANADIAN IMPERIAL BK COMM TO$104,368
+24.7%
2,1680.0%0.01%
+14.3%
TFC SellTRUIST FINL CORP$103,561
-44.8%
2,805
-57.2%
0.01%
-50.0%
UNFI  UNITED NAT FOODS INC$96,358
+14.8%
5,9370.0%0.01%
+14.3%
HTD  HANCOCK JOHN TAX-ADVANTAGED$106,080
+6.8%
5,5920.0%0.01%
-11.1%
SPYX  SPDR SER TRspdr s&p 500 etf$94,114
+11.7%
2,4250.0%0.01%0.0%
ALB BuyALBEMARLE CORP$90,444
+6.0%
626
+24.7%
0.01%0.0%
WELL SellWELLTOWER INC$90,170
-80.7%
1,000
-82.5%
0.01%
-82.5%
VTI  VANGUARD INDEX FDStotal stk mkt$82,790
+11.7%
3490.0%0.01%
+16.7%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$94,325
+8.3%
8200.0%0.01%0.0%
GDX  VANECK ETF TRUSTgold miners etf$84,967
+15.2%
2,7400.0%0.01%
+16.7%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$92,313
+24.1%
585
+11.4%
0.01%
+16.7%
SellCANADIAN PACIFIC KANSAS CITY$88,626
-63.0%
1,121
-65.1%
0.01%
-66.7%
RWJ  INVESCO EXCH TRADED FD TR IIs&p smallcap 600$88,992
+13.8%
2,1480.0%0.01%0.0%
ABC  CENCORA INC$89,135
+14.1%
4340.0%0.01%0.0%
IGM  ISHARES TRexpnd tec sc etf$95,014
+17.3%
2120.0%0.01%0.0%
USMV  ISHARES TRmsci usa min vol$84,975
+7.8%
1,0890.0%0.01%0.0%
 JACOBS SOLUTIONS INC$90,860
-4.9%
7000.0%0.01%
-12.5%
LDOS SellLEIDOS HOLDINGS INC$82,804
+2.1%
765
-13.1%
0.01%0.0%
LULU  LULULEMON ATHLETICA INC$93,055
+32.6%
1820.0%0.01%
+16.7%
VAC  MARRIOTT VACATIONS WORLDWIDE$91,477
-15.6%
1,0780.0%0.01%
-22.2%
SCHV NewSCHWAB STRATEGIC TRus lcap va etf$89,6581,279
+100.0%
0.01%
NRZ  RITHM CAPITAL CORP$90,780
+15.0%
8,5000.0%0.01%0.0%
TM NewTOYOTA MOTOR CORPads$91,690500
+100.0%
0.01%
OTIS  OTIS WORLDWIDE CORP$89,471
+11.4%
1,0000.0%0.01%0.0%
IFF  INTERNATIONAL FLAVORS&FRAGRA$72,873
+18.8%
9000.0%0.01%
+20.0%
FLNG  FLEX LNG LTD$72,650
-3.6%
2,5000.0%0.01%0.0%
APPN  APPIAN CORPcl a$75,320
-17.4%
2,0000.0%0.01%
-25.0%
NXPI  NXP SEMICONDUCTORS N V$73,498
+14.9%
3200.0%0.01%0.0%
HRL SellHORMEL FOODS CORP$73,050
-90.3%
2,275
-88.5%
0.01%
-90.8%
FIS  FIDELITY NATL INFORMATION SV$81,095
+8.7%
1,3500.0%0.01%0.0%
EQR BuyEQUITY RESIDENTIALsh ben int$70,028
+39.7%
1,145
+34.1%
0.01%
+50.0%
BuyGREYSTONE HOUSING IMPACT INVben unit ctf$72,029
+9.1%
4,290
+0.4%
0.01%0.0%
 ANNALY CAPITAL MANAGEMENT IN$77,480
+3.0%
4,0000.0%0.01%0.0%
SUSA  ISHARES TRmsci usa esg slc$72,870
+11.7%
7250.0%0.01%0.0%
FLRN  SPDR SER TRbloomberg invt$82,593
-0.4%
2,7000.0%0.01%
-14.3%
SellMASTERBRAND INC$79,819
+5.2%
5,375
-13.9%
0.01%
-14.3%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$75,530
+11.5%
1,0000.0%0.01%0.0%
LRCX  LAM RESEARCH CORP$71,277
+25.0%
910.0%0.01%
+20.0%
BIL SellSPDR SER TRbloomberg 1-3 mo$81,703
-17.8%
894
-17.4%
0.01%
-33.3%
ED  CONSOLIDATED EDISON INC$79,053
+6.4%
8690.0%0.01%0.0%
IPGP  IPG PHOTONICS CORP$82,599
+6.9%
7610.0%0.01%
-14.3%
MFC  MANULIFE FINL CORP$76,245
+20.9%
3,4500.0%0.01%
+20.0%
RXRX  RECURSION PHARMACEUTICALS INcl a$72,333
+28.9%
7,3360.0%0.01%
+20.0%
EXG  EATON VANCE TAX-MANAGED GLOB$77,200
+4.7%
10,0000.0%0.01%0.0%
XAIR SellBEYOND AIR INC$73,500
-16.3%
37,500
-1.3%
0.01%
-25.0%
HBAN SellHUNTINGTON BANCSHARES INC$74,170
+18.3%
5,831
-3.3%
0.01%
+20.0%
LIT SellGLOBAL X FDSlithium btry etf$72,335
-9.9%
1,420
-2.4%
0.01%
-14.3%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$75,668
+57.3%
978
+52.8%
0.01%
+50.0%
CSWI  CSW INDUSTRIALS INC$75,082
+18.4%
3620.0%0.01%
+20.0%
DEO  DIAGEO PLCspon adr new$72,247
-2.4%
4960.0%0.01%0.0%
FSK  FS KKR CAP CORP$79,880
+1.4%
4,0000.0%0.01%
-14.3%
AZN SellASTRAZENECA PLCsponsored adr$73,209
-72.0%
1,087
-71.9%
0.01%
-73.9%
REMX  VANECK ETF TRUSTrare earth/strtg$73,245
-7.2%
1,1900.0%0.01%
-14.3%
SBLK  STAR BULK CARRIERS CORP.$63,780
+10.3%
3,0000.0%0.01%0.0%
SNV SellSYNOVUS FINL CORP$69,427
-6.5%
1,844
-31.0%
0.01%
-16.7%
SYY SellSYSCO CORP$65,086
-19.7%
890
-27.5%
0.01%
-28.6%
SPOT  SPOTIFY TECHNOLOGY S A$62,574
+21.5%
3330.0%0.01%
+25.0%
STT  STATE STR CORP$67,623
+15.7%
8730.0%0.01%0.0%
SFM BuySPROUTS FMRS MKT INC$60,619
+34.9%
1,260
+20.0%
0.01%
+25.0%
SON  SONOCO PRODS CO$67,044
+2.8%
1,2000.0%0.01%
-16.7%
IPAR  INTER PARFUMS INC$68,405
+7.2%
4750.0%0.01%0.0%
SellPROSHARES TRultrashrt s&p500$59,840
-59.7%
2,000
-50.0%
0.01%
-61.5%
QTEC  FIRST TR NASDAQ 100 TECH IND$61,415
+20.8%
3500.0%0.01%
+25.0%
RA  BROOKFIELD REAL ASSETS INCOM$64,050
+4.6%
5,0000.0%0.01%0.0%
DLS  WISDOMTREE TRintl smcap div$63,846
+11.1%
1,0000.0%0.01%0.0%
 THOMSON REUTERS CORP.$69,587
+19.5%
4740.0%0.01%0.0%
SellKYNDRYL HLDGS INC$62,589
+19.7%
3,012
-13.0%
0.01%
+25.0%
IRDM  IRIDIUM COMMUNICATIONS INC$65,856
-9.5%
1,6000.0%0.01%
-16.7%
TPR SellTAPESTRY INC$66,258
-4.0%
1,800
-25.0%
0.01%
-16.7%
USRT  ISHARES TRcre u s reit etf$64,605
+15.1%
1,1900.0%0.01%0.0%
WMB  WILLIAMS COS INC$69,660
+3.4%
2,0000.0%0.01%
-16.7%
IGSB  ISHARES TR$61,530
+2.9%
1,2000.0%0.01%0.0%
BFB  BROWN FORMAN CORPcl b$62,810
-1.0%
1,1000.0%0.01%0.0%
EWA  ISHARES INCmsci aust etf$58,173
+13.2%
2,3900.0%0.01%
+25.0%
IHI  ISHARES TRu.s. med dvc etf$63,253
+11.3%
1,1720.0%0.01%0.0%
YNDX  YANDEX N V$60,987
+15.1%
2,1320.0%0.01%0.0%
EBC  EASTERN BANKSHARES INC$63,900
+13.2%
4,5000.0%0.01%0.0%
CSX SellCSX CORP$60,326
-7.2%
1,740
-17.7%
0.01%
-16.7%
TDOC SellTELADOC HEALTH INC$61,633
+15.1%
2,860
-0.7%
0.01%0.0%
INDB  INDEPENDENT BK CORP MASS$62,520
+34.1%
9500.0%0.01%
+25.0%
AGNC  AGNC INVT CORP$68,670
+3.9%
7,0000.0%0.01%
-16.7%
SCCO  SOUTHERN COPPER CORP$63,692
+14.3%
7400.0%0.01%0.0%
BRKL  BROOKLINE BANCORP INC DEL$64,325
+19.8%
5,8960.0%0.01%0.0%
EEMX SellSPDR INDEX SHS FDSmsci emr mkt etf$60,987
-85.8%
1,980
-86.7%
0.01%
-86.5%
UTF  COHEN & STEERS INFRASTRUCTUR$57,433
+8.5%
2,7040.0%0.01%0.0%
PBR  PETROLEO BRASILEIRO SA PETROsponsored adr$47,910
+6.5%
3,0000.0%0.00%0.0%
CLX SellCLOROX CO DEL$52,045
-84.8%
365
-86.0%
0.00%
-86.2%
IEMG  ISHARES INCcore msci emkt$55,891
+6.3%
1,1050.0%0.00%
-20.0%
CHX  CHAMPIONX CORPORATION$56,434
-18.0%
1,9320.0%0.00%
-33.3%
SPYD  SPDR SER TRprtflo s&p500 hi$50,477
+11.7%
1,2880.0%0.00%0.0%
PDT  HANCOCK JOHN PREM DIVID FD$52,238
+10.7%
4,9050.0%0.00%0.0%
ETN  EATON CORP PLC$52,981
+12.9%
2200.0%0.00%0.0%
WDIV NewSPDR INDEX SHS FDSs&p glbdiv etf$44,808741
+100.0%
0.00%
AFL  AFLAC INC$47,850
+7.5%
5800.0%0.00%0.0%
CHDN  CHURCHILL DOWNS INC$48,574
+16.3%
3600.0%0.00%0.0%
OMF  ONEMAIN HLDGS INC$49,200
+22.7%
1,0000.0%0.00%
+33.3%
WASH  WASHINGTON TR BANCORP INC$53,718
+23.0%
1,6590.0%0.00%0.0%
DGX  QUEST DIAGNOSTICS INC$55,152
+13.1%
4000.0%0.00%0.0%
EBAY  EBAY INC.$47,982
-1.1%
1,1000.0%0.00%0.0%
XLK SellSELECT SECTOR SPDR TRtechnology$52,740
+6.2%
274
-9.6%
0.00%0.0%
CDW  CDW CORP$45,691
+12.7%
2010.0%0.00%
+33.3%
IDXX  IDEXX LABS INC$56,615
+26.9%
1020.0%0.00%0.0%
IXJ  ISHARES TRglob hlthcre etf$56,281
+5.2%
6490.0%0.00%
-20.0%
MS  MORGAN STANLEY$49,889
+14.2%
5350.0%0.00%0.0%
CINF SellCINCINNATI FINL CORP$48,039
-90.7%
464
-90.8%
0.00%
-90.9%
BLL SellBALL CORP$48,144
-6.7%
837
-19.3%
0.00%0.0%
MELI SellMERCADOLIBRE INC$56,575
-34.4%
36
-47.1%
0.00%
-42.9%
UTL  UNITIL CORP$52,570
+23.1%
1,0000.0%0.00%0.0%
PAYC  PAYCOM SOFTWARE INC$51,680
-20.3%
2500.0%0.00%
-33.3%
SCHD  SCHWAB STRATEGIC TRus dividend eq$41,795
+7.6%
5490.0%0.00%0.0%
KEY NewKEYCORP$34,8052,417
+100.0%
0.00%
ILMN BuyILLUMINA INC$39,405
+28.7%
283
+26.9%
0.00%0.0%
FLBR NewFRANKLIN TEMPLETON ETF TRftse brazil$37,1621,774
+100.0%
0.00%
CIM  CHIMERA INVT CORP$43,413
-8.6%
8,7000.0%0.00%
-25.0%
ABNB BuyAIRBNB INC$40,025
+29.6%
294
+30.7%
0.00%0.0%
IIPR  INNOVATIVE INDL PPTYS INC$42,849
+33.3%
4250.0%0.00%0.0%
VYM  VANGUARD WHITEHALL FDShigh div yld$33,489
+8.0%
3000.0%0.00%0.0%
VCR  VANGUARD WORLD FDSconsum dis etf$39,287
+13.1%
1290.0%0.00%0.0%
VFH  VANGUARD WORLD FDSfinancials etf$42,993
+14.9%
4660.0%0.00%0.0%
CB  CHUBB LIMITED$39,550
+8.6%
1750.0%0.00%0.0%
BOTZ  GLOBAL X FDSrbtcs artfl inte$40,613
+15.3%
1,4250.0%0.00%0.0%
MLPA  GLOBAL X FDSglbl x mlp etf$33,225
-0.7%
7500.0%0.00%0.0%
AGG  ISHARES TRcore us aggbd et$32,256
+5.5%
3250.0%0.00%0.0%
BSX  BOSTON SCIENTIFIC CORP$34,686
+9.5%
6000.0%0.00%0.0%
VNQ SellVANGUARD INDEX FDSreal estate etf$39,232
-55.8%
444
-62.1%
0.00%
-62.5%
VBK  VANGUARD INDEX FDSsml cp grw etf$35,298
+12.9%
1460.0%0.00%0.0%
BXMT  BLACKSTONE MTG TR INC$42,540
-2.2%
2,0000.0%0.00%
-25.0%
DSI  ISHARES TRmsci kld400 soc$36,420
+11.8%
4000.0%0.00%0.0%
IEFA  ISHARES TRcore msci eafe$37,567
+9.3%
5340.0%0.00%0.0%
SHOP BuySHOPIFY INCcl a$34,821
+112.7%
447
+49.0%
0.00%
+200.0%
THQ  ABRDN HEALTHCARE OPPORTUNITI$36,220
+6.7%
2,0000.0%0.00%0.0%
ALL  ALLSTATE CORP$41,994
+25.6%
3000.0%0.00%0.0%
EINC NewVANECK ETF TRUSTenergy incme et$42,996627
+100.0%
0.00%
SLB  SCHLUMBERGER LTD$41,632
-10.7%
8000.0%0.00%
-25.0%
FNX  FIRST TR MID CAP CORE ALPHAD$34,469
+13.4%
3300.0%0.00%0.0%
VRSN BuyVERISIGN INC$37,279
+163.0%
181
+158.6%
0.00%
+200.0%
WBA  WALGREENS BOOTS ALLIANCE INC$36,946
+17.4%
1,4150.0%0.00%0.0%
LTHM BuyLIVENT CORP$35,960
+14.9%
2,000
+17.6%
0.00%0.0%
TROW  PRICE T ROWE GROUP INC$43,076
+2.7%
4000.0%0.00%
-25.0%
SCHX  SCHWAB STRATEGIC TRus lrg cap etf$39,367
+11.5%
6980.0%0.00%0.0%
MCN  MADISON COVERED CALL & EQUIT$37,650
+6.5%
5,0000.0%0.00%0.0%
MGNI  MAGNITE INC$37,360
+23.9%
4,0000.0%0.00%0.0%
XOP  SPDR SER TRs&p oilgas exp$41,073
-7.4%
3000.0%0.00%
-25.0%
FITB  FIFTH THIRD BANCORP$42,457
+36.2%
1,2310.0%0.00%0.0%
SLYG  SPDR SER TRs&p 600 smcp grw$39,306
+14.1%
4700.0%0.00%0.0%
MAA SellMID-AMER APT CMNTYS INC$33,615
-90.1%
250
-90.5%
0.00%
-89.7%
APAM  ARTISAN PARTNERS ASSET MGMTcl a$44,180
+18.1%
1,0000.0%0.00%0.0%
FMAT  FIDELITY COVINGTON TRUSTmsci matls index$34,118
+10.3%
7000.0%0.00%0.0%
FDS  FACTSET RESH SYS INC$40,549
+9.1%
850.0%0.00%0.0%
NTRS BuyNORTHERN TR CORP$36,283
+30.6%
430
+7.5%
0.00%
+50.0%
NRIM  NORTHRIM BANCORP INC$37,187
+44.4%
6500.0%0.00%
+50.0%
NOC  NORTHROP GRUMMAN CORP$32,770
+6.4%
700.0%0.00%0.0%
NS  NUSTAR ENERGY LP$40,162
+7.1%
2,1500.0%0.00%0.0%
EXPD SellEXPEDITORS INTL WASH INC$34,344
-65.6%
270
-69.0%
0.00%
-66.7%
ACV  VIRTUS DIVERSIFIED INCM & CO$41,960
+12.4%
2,0000.0%0.00%0.0%
EXAS SellEXACT SCIENCES CORP$34,771
-26.1%
470
-31.9%
0.00%
-25.0%
WCN  WASTE CONNECTIONS INC$43,438
+11.1%
2910.0%0.00%0.0%
ZROZ  PIMCO ETF TR25yr+ zero u s$42,665
+17.3%
5000.0%0.00%0.0%
VLY  VALLEY NATL BANCORP$32,580
+26.9%
3,0000.0%0.00%
+50.0%
BEN  FRANKLIN RESOURCES INC$24,338
+21.2%
8170.0%0.00%0.0%
FBT  FIRST TR EXCHANGE-TRADED FDny arca biotech$31,611
+8.0%
2000.0%0.00%
-33.3%
UL SellUNILEVER PLCspon adr new$31,512
-86.9%
650
-86.6%
0.00%
-90.5%
DEUS  DBX ETF TRxtrackers russel$20,236
+10.6%
4250.0%0.00%0.0%
VUG  VANGUARD INDEX FDSgrowth etf$28,912
+14.2%
930.0%0.00%0.0%
EFG  ISHARES TReafe grwth etf$28,087
+12.2%
2900.0%0.00%0.0%
ICLR SellICON PLC$26,042
+11.3%
92
-3.2%
0.00%0.0%
SCZ  ISHARES TReafe sml cp etf$19,127
+9.6%
3090.0%0.00%0.0%
MDYG  SPDR SER TRs&p 400 mdcp grw$27,241
+9.4%
3600.0%0.00%0.0%
ICLN SellISHARES TRgl clean ene etf$27,170
-66.0%
1,745
-68.1%
0.00%
-71.4%
SellGE HEALTHCARE TECHNOLOGIES I$28,686
-20.6%
371
-30.1%
0.00%
-33.3%
FCOR  FIDELITY MERRIMACK STR TRcorp bond etf$23,508
+7.6%
5000.0%0.00%0.0%
TXN SellTEXAS INSTRS INC$23,183
-14.7%
136
-20.5%
0.00%0.0%
GGG  GRACO INC$30,366
+19.0%
3500.0%0.00%0.0%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$22,456
+8.2%
4000.0%0.00%0.0%
RACE  FERRARI N V$27,413
+14.5%
810.0%0.00%0.0%
CCI SellCROWN CASTLE INC$22,462
+6.1%
195
-15.2%
0.00%0.0%
CMG BuyCHIPOTLE MEXICAN GRILL INC$29,730
+62.3%
13
+30.0%
0.00%0.0%
PEG  PUBLIC SVC ENTERPRISE GRP IN$19,201
+7.4%
3140.0%0.00%0.0%
HACK BuyETF MANAGERS TRprime cybr scrty$23,439
+621.0%
388
+515.9%
0.00%
RY  ROYAL BK CDA$30,339
+15.7%
3000.0%0.00%0.0%
ASML  ASML HOLDING N V$23,465
+28.6%
310.0%0.00%0.0%
VTRS SellVIATRIS INC$19,288
+3.0%
1,781
-6.2%
0.00%0.0%
RBLX  ROBLOX CORPcl a$20,574
+57.9%
4500.0%0.00%
+100.0%
EARN  ELLINGTON RESIDENTIAL MTG RE$24,520
-1.3%
4,0000.0%0.00%0.0%
FLTR NewVANECK ETF TRUSTig floating rate$27,7401,103
+100.0%
0.00%
GMRE  GLOBAL MED REIT INC$22,200
+23.7%
2,0000.0%0.00%0.0%
GOLF  ACUSHNET HLDGS CORP$31,585
+19.1%
5000.0%0.00%0.0%
XLF  SELECT SECTOR SPDR TRfinancial$24,440
+13.4%
6500.0%0.00%0.0%
SellWOLFSPEED INC$30,457
+6.6%
700
-6.7%
0.00%0.0%
Z  ZILLOW GROUP INCcl c cap stk$28,814
+25.3%
4980.0%0.00%0.0%
CVGW SellCALAVO GROWERS INC$26,469
-93.2%
900
-94.1%
0.00%
-93.9%
ISRG  INTUITIVE SURGICAL INC$21,254
+15.4%
630.0%0.00%0.0%
UTHR  UNITED THERAPEUTICS CORP DEL$29,685
-2.6%
1350.0%0.00%
-33.3%
BSV  VANGUARD BD INDEX FDSshort trm bond$26,110
+2.5%
3390.0%0.00%0.0%
VHT SellVANGUARD WORLD FDShealth car etf$28,831
-31.5%
115
-35.8%
0.00%
-50.0%
BAB  INVESCO EXCH TRADED FD TR IItaxable mun bd$31,216
+6.4%
1,1600.0%0.00%
-33.3%
AXP BuyAMERICAN EXPRESS CO$29,038
+194.9%
155
+134.8%
0.00%
+100.0%
GLO  CLOUGH GLOBAL OPPORTUNITIESsh ben int$27,025
+6.1%
5,7500.0%0.00%0.0%
 LINDE PLC$19,303
+10.3%
470.0%0.00%0.0%
SQ  BLOCK INCcl a$22,818
+74.8%
2950.0%0.00%
+100.0%
ROBO SellEXCHANGE TRADED CONCEPTS TRrobo glb etf$30,827
-6.6%
538
-17.9%
0.00%
-33.3%
GS BuyGOLDMAN SACHS GROUP INC$21,217
+63.9%
55
+37.5%
0.00%
+100.0%
OXY  OCCIDENTAL PETE CORP$23,884
-8.0%
4000.0%0.00%0.0%
LBRDK  LIBERTY BROADBAND CORP$24,902
-11.8%
3090.0%0.00%0.0%
TGT SellTARGET CORP$28,484
+14.5%
200
-11.1%
0.00%0.0%
LHX  L3HARRIS TECHNOLOGIES INC$27,381
+21.0%
1300.0%0.00%0.0%
 LIBERTY MEDIA CORP DEL$23,024
+13.0%
8000.0%0.00%0.0%
DLR BuyDIGITAL RLTY TR INC$29,608
+599.0%
220
+528.6%
0.00%
FTV SellFORTIVE CORP$29,452
-33.8%
400
-33.3%
0.00%
-50.0%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$29,039
-7.8%
2,0350.0%0.00%
-33.3%
QUS  SPDR SER TRmsci usa strtgic$23,253
+9.5%
1760.0%0.00%0.0%
JCPB  J P MORGAN EXCHANGE TRADED Fcore plus bd etf$30,605
+5.4%
6500.0%0.00%0.0%
PHYS  SPROTT PHYSICAL GOLD TRunit$26,810
+11.2%
1,6830.0%0.00%0.0%
LMT  LOCKHEED MARTIN CORP$31,727
+10.8%
700.0%0.00%0.0%
TXRH NewTEXAS ROADHOUSE INC$20,779170
+100.0%
0.00%
ADSK  AUTODESK INC$24,348
+17.7%
1000.0%0.00%0.0%
FCOM NewFIDELITY COVINGTON TRUST$22,317501
+100.0%
0.00%
FTCS NewFIRST TR EXCHANGE-TRADED FDcap strength etf$22,571282
+100.0%
0.00%
XRAY  DENTSPLY SIRONA INC$22,600
+4.2%
6350.0%0.00%0.0%
JWA SellWILEY JOHN & SONS INCcl a$25,392
-28.1%
800
-15.8%
0.00%
-33.3%
FDN  FIRST TR EXCHANGE-TRADED FDdj internt idx$27,983
+16.9%
1500.0%0.00%0.0%
SOFI  SOFI TECHNOLOGIES INC$26,925
+24.5%
2,7060.0%0.00%0.0%
ALC  ALCON AG$19,530
+1.4%
2500.0%0.00%0.0%
CRL SellCHARLES RIV LABS INTL INC$26,240
+0.7%
111
-16.5%
0.00%0.0%
SWBI  SMITH & WESSON BRANDS INC$25,086
+5.0%
1,8500.0%0.00%0.0%
BuyVERALTO CORP$18,920
+1381.6%
230
+1433.3%
0.00%
ASO  ACADEMY SPORTS & OUTDOORS IN$6,600
+39.6%
1000.0%0.00%
 AMALGAMATED FINANCIAL CORP$13,470
+56.4%
5000.0%0.00%0.0%
AVUV  AMERICAN CENTY ETF TRus sml cp valu$9,878
+15.2%
1100.0%0.00%0.0%
AEP SellAMERICAN ELEC PWR CO INC$10,477
-63.2%
129
-66.0%
0.00%
-50.0%
ARI  APOLLO COML REAL EST FIN INC$11,740
+15.9%
1,0000.0%0.00%0.0%
AMAT  APPLIED MATLS INC$9,400
+17.1%
580.0%0.00%0.0%
ANET  ARISTA NETWORKS INC$18,841
+28.0%
800.0%0.00%0.0%
AVDL  AVADEL PHARMACEUTICALS PLCsponsored adr$7,060
+37.1%
5000.0%0.00%
SellETERNA THERAPEUTICS INC$15,336
-25.7%
8,544
-9.8%
0.00%
-50.0%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$17,491
-54.3%
45
-48.3%
0.00%
-66.7%
C BuyCITIGROUP INC$13,272
+71.7%
258
+37.2%
0.00%0.0%
CLH  CLEAN HARBORS INC$17,451
+4.3%
1000.0%0.00%0.0%
COIN SellCOINBASE GLOBAL INC$13,914
-0.9%
80
-57.2%
0.00%0.0%
CRK  COMSTOCK RES INC$10,620
-19.8%
1,2000.0%0.00%0.0%
DVN  DEVON ENERGY CORP NEW$6,795
-5.0%
1500.0%0.00%0.0%
D  DOMINION ENERGY INC$10,904
+5.2%
2320.0%0.00%0.0%
DPZ  DOMINOS PIZZA INC$12,367
+8.8%
300.0%0.00%0.0%
MJ  ETF MANAGERS TRetfmg altr hrvst$8,883
-11.5%
2,7500.0%0.00%0.0%
ERJ  EMBRAER S.A.sponsored ads$6,642
+34.5%
3600.0%0.00%
ENPH  ENPHASE ENERGY INC$15,196
+10.0%
1150.0%0.00%0.0%
EPAM  EPAM SYS INC$9,812
+16.3%
330.0%0.00%0.0%
ES SellEVERSOURCE ENERGY$16,603
-66.8%
269
-68.7%
0.00%
-75.0%
EXPO  EXPONENT INC$9,684
+2.8%
1100.0%0.00%0.0%
FSLR  FIRST SOLAR INC$13,782
+6.6%
800.0%0.00%0.0%
QCLN  FIRST TR EXCHANGE-TRADED FDnas clnedg green$15,814
-1.1%
3750.0%0.00%0.0%
F SellFORD MTR CO DEL$16,570
-31.7%
1,359
-30.5%
0.00%
-50.0%
SellGSK PLCsponsored adr$18,493
-84.6%
499
-84.9%
0.00%
-90.0%
GPN  GLOBAL PMTS INC$12,700
+10.1%
1000.0%0.00%0.0%
GH  GUARDANT HEALTH INC$10,009
-8.7%
3700.0%0.00%0.0%
HAE  HAEMONETICS CORP MASS$18,385
-4.5%
2150.0%0.00%
-50.0%
HSY SellHERSHEY CO$13,983
-30.1%
75
-25.0%
0.00%
-50.0%
HLT  HILTON WORLDWIDE HLDGS INC$18,209
+21.2%
1000.0%0.00%0.0%
IBN SellICICI BANK LIMITEDadr$14,685
-2.7%
616
-5.7%
0.00%0.0%
IMO SellIMPERIAL OIL LTD$9,494
-82.9%
166
-81.6%
0.00%
-80.0%
PRFZ  INVESCO EXCHANGE TRADED FD Tftse rafi 1500$9,373
+13.6%
2500.0%0.00%0.0%
BKLN  INVESCO EXCH TRADED FD TR IIsr ln etf$8,387
+0.9%
3960.0%0.00%0.0%
TAN SellINVESCO EXCH TRADED FD TR IIsolar etf$18,032
-70.1%
338
-71.0%
0.00%
-80.0%
EEM  ISHARES TRmsci emg mkt etf$8,042
+6.0%
2000.0%0.00%0.0%
SHY  ISHARES TR1 3 yr treas bd$6,481
+1.3%
790.0%0.00%0.0%
ITA  ISHARES TRus aer def etf$15,192
+19.5%
1200.0%0.00%0.0%
MCHI  ISHARES TRmsci china etf$10,185
-5.9%
2500.0%0.00%0.0%
EFAV  ISHARES TRmsci eafe min vl$15,948
+6.3%
2300.0%0.00%0.0%
LRGF  ISHARES TRu s equity factr$16,902
+11.5%
3500.0%0.00%0.0%
ESML  ISHARES TResg aware msci$10,833
+13.0%
2850.0%0.00%0.0%
PHG  KONINKLIJKE PHILIPS N V$7,442
+17.0%
3190.0%0.00%0.0%
LH BuyLABORATORY CORP AMER HLDGS$18,183
+352.2%
80
+300.0%
0.00%
 LIBERTY MEDIA CORP DEL$7,478
+16.5%
2000.0%0.00%0.0%
 LIBERTY MEDIA CORP DEL$11,496
+12.9%
4000.0%0.00%0.0%
MSEX  MIDDLESEX WTR CO$13,124
-1.0%
2000.0%0.00%0.0%
MRNA  MODERNA INC$10,343
-3.7%
1040.0%0.00%0.0%
NEP  NEXTERA ENERGY PARTNERS LP$15,205
+2.4%
5000.0%0.00%0.0%
NBN  NORTHEAST BK LEWISTON ME$11,314
+25.1%
2050.0%0.00%0.0%
OMC SellOMNICOM GROUP INC$8,651
-22.6%
100
-33.3%
0.00%0.0%
OGN SellORGANON & CO$8,436
-55.6%
585
-46.5%
0.00%
-50.0%
PPG  PPG INDS INC$7,478
+15.2%
500.0%0.00%0.0%
PKG  PACKAGING CORP AMER$12,707
+6.1%
780.0%0.00%0.0%
PINS  PINTEREST INCcl a$9,260
+37.0%
2500.0%0.00%0.0%
PCT  PURECYCLE TECHNOLOGIES INC$10,125
-27.8%
2,5000.0%0.00%0.0%
RIO  RIO TINTO PLCsponsored adr$7,446
+17.0%
1000.0%0.00%0.0%
PSK SellSPDR SER TRice pfd sec etf$10,894
-75.6%
325
-76.4%
0.00%
-75.0%
SLYV  SPDR SER TRs&p 600 smcp val$10,414
+15.1%
1250.0%0.00%0.0%
SPLG  SPDR SER TRportfolio s&p500$14,814
+11.2%
2650.0%0.00%0.0%
SJNK  SPDR SER TRbloomberg sht te$7,567
+2.8%
3010.0%0.00%0.0%
SNY  SANOFIsponsored adr$14,919
-7.3%
3000.0%0.00%0.0%
XLV  SELECT SECTOR SPDR TRsbi healthcare$13,638
+5.9%
1000.0%0.00%0.0%
XLU  SELECT SECTOR SPDR TRsbi int-utils$18,999
+7.5%
3000.0%0.00%
-50.0%
FOUR  SHIFT4 PMTS INCcl a$18,213
+34.3%
2450.0%0.00%0.0%
SJM  SMUCKER J M CO$15,671
+2.8%
1240.0%0.00%0.0%
SNAP  SNAP INCcl a$10,818
+90.0%
6390.0%0.00%
SQM SellSOCIEDAD QUIMICA Y MINERA DEspon adr ser b$14,272
-88.1%
237
-88.3%
0.00%
-90.0%
SONY SellSONY GROUP CORPsponsored adr$9,469
-93.2%
100
-94.1%
0.00%
-91.7%
LUV BuySOUTHWEST AIRLS CO$17,703
+244.2%
613
+222.6%
0.00%
SPPP  SPROTT PHYSICAL PLAT PALLADunit$10,090
-6.3%
1,0000.0%0.00%0.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$15,600
-95.7%
150
-96.4%
0.00%
-96.8%
TREX  TREX CO INC$8,279
+34.3%
1000.0%0.00%0.0%
UNM  UNUM GROUP$18,088
-8.1%
4000.0%0.00%
-50.0%
MTN  VAIL RESORTS INC$10,674
-3.8%
500.0%0.00%0.0%
SMH  VANECK ETF TRUSTsemiconductr etf$8,744
+20.6%
500.0%0.00%0.0%
EMLC  VANECK ETF TRUSTjp mrgan em loc$7,605
+6.2%
3000.0%0.00%0.0%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$12,896
+11.3%
2000.0%0.00%0.0%
WEC  WEC ENERGY GROUP INC$10,521
+4.5%
1250.0%0.00%0.0%
SellWARNER BROS DISCOVERY INC$18,254
-0.9%
1,604
-5.5%
0.00%
-50.0%
XYL  XYLEM INC$6,862
+25.6%
600.0%0.00%
AON  AON PLC$17,752
-10.2%
610.0%0.00%
-50.0%
ACGL  ARCH CAP GROUP LTDord$14,928
-6.8%
2010.0%0.00%0.0%
FERG SellFERGUSON PLC NEW$18,728
-85.7%
97
-87.8%
0.00%
-90.9%
NCLH  NORWEGIAN CRUISE LINE HLDG L$14,028
+21.6%
7000.0%0.00%0.0%
RNR  RENAISSANCERE HLDGS LTD$16,660
-1.0%
850.0%0.00%0.0%
STE  STERIS PLC$16,049
+0.2%
730.0%0.00%0.0%
UBS NewUBS GROUP AG$12,762413
+100.0%
0.00%
VFC NewV F CORP$7,520400
+100.0%
0.00%
FDL NewFIRST TR MORNINGSTAR DIVID L$7,894220
+100.0%
0.00%
SPHD NewINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$9,288219
+100.0%
0.00%
MDYV NewSPDR SER TRs&p 400 mdcp val$18,051246
+100.0%
0.00%
CNQ NewCANADIAN NAT RES LTD$11,400174
+100.0%
0.00%
NewKENVUE INC$7,105330
+100.0%
0.00%
FTNT NewFORTINET INC$10,009171
+100.0%
0.00%
FLAX NewFRANKLIN TEMPLETON ETF TRfranklin asia$17,261809
+100.0%
0.00%
VEGN NewETF SER SOLUTIONSus vegan climate$10,085234
+100.0%
0.00%
USHY NewISHARES TRbroad usd high$12,105333
+100.0%
0.00%
MU NewMICRON TECHNOLOGY INC$8,02294
+100.0%
0.00%
NewLIBERTY GLOBAL LTD$17,149920
+100.0%
0.00%
PZZA NewPAPA JOHNS INTL INC$12,197160
+100.0%
0.00%
ELF NewE L F BEAUTY INC$14,434100
+100.0%
0.00%
VTWO NewVANGUARD SCOTTSDALE FDSvng rus2000idx$15,004185
+100.0%
0.00%
VTWG NewVANGUARD SCOTTSDALE FDSvng rus2000grw$18,539101
+100.0%
0.00%
CARA SellCARA THERAPEUTICS INC$2,601
-90.3%
3,500
-78.1%
0.00%
-100.0%
RGR  STURM RUGER & CO INC$4,545
-12.8%
1000.0%0.00%
MTCH  MATCH GROUP INC NEW$1,862
-6.8%
510.0%0.00%
LYFT  LYFT INC$1,499
+42.2%
1000.0%0.00%
LUMN  LUMEN TECHNOLOGIES INC$260
+28.7%
1420.0%0.00%
LOB  LIVE OAK BANCSHARES INC$2,275
+57.1%
500.0%0.00%
META  LISTED FD TRroundhill ball$4,592
+21.4%
3990.0%0.00%
MANU  MANCHESTER UTD PLC NEWord cl a$204
+3.0%
100.0%0.00%
ExitCELULARITY INC$0-110
-100.0%
0.00%
BGS  B & G FOODS INC NEW$3,150
+6.2%
3000.0%0.00%
AKBA  AKEBIA THERAPEUTICS INC$696
+8.8%
5610.0%0.00%
AGI ExitALAMOS GOLD INC NEW$0-91
-100.0%
0.00%
MPW BuyMEDICAL PPTYS TRUST INC$4,075
+49.5%
830
+66.0%
0.00%
CGC ExitCANOPY GROWTH CORP$0-440
-100.0%
0.00%
CABO  CABLE ONE INC$557
-9.6%
10.0%0.00%
JNK  SPDR SER TRbloomberg high y$758
+4.8%
80.0%0.00%
SCHA ExitSCHWAB STRATEGIC TRus sml cap etf$0-32
-100.0%
0.00%
KRE  SPDR SER TRs&p regl bkg$3,985
+25.5%
760.0%0.00%
SellRIVIAN AUTOMOTIVE INC$328
-88.2%
14
-87.7%
0.00%
RIOT  RIOT PLATFORMS INC$619
+66.0%
400.0%0.00%
RVNC  REVANCE THERAPEUTICS INC$4,395
-23.4%
5000.0%0.00%
IPOS  RENAISSANCE CAP GREENWICH FDintntl ipo etf$4,217
+2.8%
3000.0%0.00%
RF ExitREGIONS FINANCIAL CORP NEW$0-200
-100.0%
0.00%
BFLY  BUTTERFLY NETWORK INC$1,080
-8.5%
1,0000.0%0.00%
MFMS  RBB FD INCmotley fool sml$4,599
+10.0%
1500.0%0.00%
QS  QUANTUMSCAPE CORP$2,085
+3.9%
3000.0%0.00%
PLUG SellPLUG POWER INC$3,870
-52.0%
860
-18.9%
0.00%
-100.0%
SHAK  SHAKE SHACK INCcl a$741
+27.5%
100.0%0.00%
SHCR  SHARECARE INC$32
+14.3%
300.0%0.00%
 BROOKFIELD ASSET MANAGMT LTD$643
+20.6%
160.0%0.00%
PCRX  PACIRA BIOSCIENCES INC$3,509
+10.0%
1040.0%0.00%
 BROOKFIELD CORPcl a ltd vt sh$2,648
+28.3%
660.0%0.00%
BXP  BOSTON PROPERTIES INC$3,509
+18.0%
500.0%0.00%
ExitSNDL INC$0-50
-100.0%
0.00%
BLDE  BLADE AIR MOBILITY INC$3,970
+36.3%
1,1250.0%0.00%
PJT  PJT PARTNERS INC$204
+28.3%
20.0%0.00%
BOE  BLACKROCK ENHANCED GLOBAL DI$1,984
+5.2%
2000.0%0.00%
SellORION OFFICE REIT INC$343
-6.0%
60
-14.3%
0.00%
SellORGANIGRAM HLDGS INC$328
-13.5%
250
-12.3%
0.00%
CMRE  COSTAMARE INC$5,205
+8.2%
5000.0%0.00%
OXYWS  OCCIDENTAL PETE CORP*w exp 08/03/202$1,051
-10.0%
270.0%0.00%
BITF  BITFARMS LTD$291
+172.0%
1000.0%0.00%
OTLY  OATLY GROUP ABsponsored ads$3,422
+31.7%
2,9000.0%0.00%
NKLA  NIKOLA CORP$103
-44.3%
1180.0%0.00%
MSTR  MICROSTRATEGY INCcl a new$1,263
+92.2%
20.0%0.00%
TTWO  TAKE-TWO INTERACTIVE SOFTWAR$805
+14.7%
50.0%0.00%
 LIBERTY MEDIA CORP DEL$3,655
+14.5%
1000.0%0.00%
LEVI  LEVI STRAUSS & CO NEW$1,075
+21.7%
650.0%0.00%
KN  KNOWLES CORP$806
+21.0%
450.0%0.00%
JHMD  JOHN HANCOCK EXCHANGE TRADEDmulti intl etf$4,434
+9.0%
1360.0%0.00%
GSG  ISHARES S&P GSCI COMMODITY-unit ben int$6,018
-10.9%
3000.0%0.00%
-100.0%
EFV ExitISHARES TReafe value etf$0-51
-100.0%
0.00%
EMB  ISHARES TRjpmorgan usd emg$2,939
+7.9%
330.0%0.00%
IYR SellISHARES TRu.s. real es etf$3,291
-94.4%
36
-95.2%
0.00%
-100.0%
IWN ExitISHARES TRrus 2000 val etf$0-40
-100.0%
0.00%
IGV ExitISHARES TRexpanded tech$0-15
-100.0%
0.00%
FXI SellISHARES TRchina lg-cap etf$1,922
-54.7%
80
-50.0%
0.00%
TLRY ExitTILRAY BRANDS INC$0-543
-100.0%
0.00%
 TOAST INCcl a$3,652
-2.5%
2000.0%0.00%
ITOT  ISHARES TRcore s&p ttl stk$4,104
+11.7%
390.0%0.00%
EWH  ISHARES INCmsci hong kg etf$6,080
+1.3%
3500.0%0.00%
-100.0%
TTE ExitTOTALENERGIES SEsponsored ads$0-58
-100.0%
0.00%
 INVESTMENT MANAGERS SER TR Iaxs cannabis etf$270
-8.8%
160.0%0.00%
NewHUT 8 CORP$26720
+100.0%
0.00%
TWLO  TWILIO INCcl a$3,111
+29.6%
410.0%0.00%
 TWO HBRS INVT CORP$348
+5.1%
250.0%0.00%
PIO  INVESCO EXCH TRADED FD TR IIglobal water$2,767
+17.0%
700.0%0.00%
PBE  INVESCO EXCHANGE TRADED FD Tbiotechnology$3,292
+15.4%
500.0%0.00%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$4,033
+7.0%
1250.0%0.00%
PHO  INVESCO EXCHANGE TRADED FD Twater res etf$4,260
+14.4%
700.0%0.00%
IEP SellICAHN ENTERPRISES LPdepositary unit$69
-95.4%
4
-94.7%
0.00%
HUT ExitHUT 8 MNG CORP$0-100
-100.0%
0.00%
HMC SellHONDA MOTOR LTDadr ech cnv in 3$618
-99.2%
20
-99.1%
0.00%
-100.0%
UNIT  UNITI GROUP INC$3,757
+22.5%
6500.0%0.00%
ARKG ExitARK ETF TRgenomic rev etf$0-30
-100.0%
0.00%
BYND  BEYOND MEAT INC$712
-7.5%
800.0%0.00%
HPE ExitHEWLETT PACKARD ENTERPRISE C$0-17
-100.0%
0.00%
HP ExitHELMERICH & PAYNE INC$0-125
-100.0%
0.00%
ARKQ  ARK ETF TRautnmus technlgy$1,039
+10.1%
180.0%0.00%
NewCANOPY GROWTH CORP$33866
+100.0%
0.00%
HL  HECLA MNG CO$3,608
+23.0%
7500.0%0.00%
PEAK  HEALTHPEAK PROPERTIES INC$5,940
+7.8%
3000.0%0.00%
HOG  HARLEY DAVIDSON INC$368
+11.2%
100.0%0.00%
HAL ExitHALLIBURTON CO$0-53
-100.0%
0.00%
 HALEON PLCspon ads$3,284
-1.2%
3990.0%0.00%
HPQ ExitHP INC$0-3
-100.0%
0.00%
HSBC  HSBC HLDGS PLCspon adr new$6,081
+2.7%
1500.0%0.00%
-100.0%
GPMT  GRANITE PT MTG TR INC$107
+21.6%
180.0%0.00%
GPRO  GOPRO INCcl a$347
+10.5%
1000.0%0.00%
GDRX  GOODRX HLDGS INC$1,280
+19.1%
1910.0%0.00%
GSLC  GOLDMAN SACHS ETF TRactivebeta us lg$1,689
+11.4%
180.0%0.00%
 GLOBAL X FDSgbl x blockchain$1,156
+98.3%
250.0%0.00%
 GLOBAL X FDSsuperdividend$2,052
+2.9%
910.0%0.00%
GNOM  GLOBAL X FDSgenomic biotech$1,734
+13.6%
1500.0%0.00%
SellGINKGO BIOWORKS HOLDINGS INC$169
-87.1%
100
-86.2%
0.00%
GM  GENERAL MTRS CO$359
+8.8%
100.0%0.00%
GME  GAMESTOP CORP NEWcl a$70
+6.1%
40.0%0.00%
GGN  GAMCO GLOBAL GOLD NAT RES &$940
+2.7%
2500.0%0.00%
VO  VANGUARD INDEX FDSmid cap etf$5,351
+11.7%
230.0%0.00%
FCEL ExitFUELCELL ENERGY INC$0-100
-100.0%
0.00%
 FORTREA HLDGS INC$175
+22.4%
50.0%0.00%
VB  VANGUARD INDEX FDSsmall cp etf$853
+12.8%
40.0%0.00%
FL  FOOT LOCKER INC$1,558
+79.5%
500.0%0.00%
VCYT  VERACYTE INC$1,376
+23.2%
500.0%0.00%
FREL ExitFIDELITY COVINGTON TRUSTmsci rl est etf$0-182
-100.0%
0.00%
VIACA  PARAMOUNT GLOBAL$79
+25.4%
40.0%0.00%
FTCH ExitFARFETCH LTDord sh cl a$0-200
-100.0%
0.00%
FMC  FMC CORP$4,098
-5.9%
650.0%0.00%
VOD  VODAFONE GROUP PLC NEWsponsored adr$3,932
-8.2%
4520.0%0.00%
VRM  VROOM INC$301
-46.2%
5000.0%0.00%
AOUT  AMERICAN OUTDOOR BRANDS INC$3,881
-14.1%
4620.0%0.00%
EXC  EXELON CORP$5,385
-5.0%
1500.0%0.00%
ETSY SellETSY INC$6,079
-37.2%
75
-50.0%
0.00%
-100.0%
BAX  BAXTER INTL INC$1,933
+2.4%
500.0%0.00%
VOTE  TCW TRANSFORM ETF TRUSTtransfrm 500 etf$2,781
+11.5%
500.0%0.00%
ERF  ENERPLUS CORP$3,068
-13.0%
2000.0%0.00%
ENB  ENBRIDGE INC$1,773
+8.6%
490.0%0.00%
SellEMBECTA CORP$38
-92.1%
2
-93.8%
0.00%
EA  ELECTRONIC ARTS INC$1,505
+13.7%
110.0%0.00%
BBC  ETFIS SER TR Ivirtus lifesc ct$2,445
+24.6%
1000.0%0.00%
JETS SellETF SER SOLUTIONSus glb jets$3,806
-97.9%
200
-98.1%
0.00%
-100.0%
WST  WEST PHARMACEUTICAL SVSC INC$2,465
-6.1%
70.0%0.00%
DAL  DELTA AIR LINES INC DEL$4,828
+8.7%
1200.0%0.00%
DNMR  DANIMER SCIENTIFIC INC$408
-50.7%
4000.0%0.00%
WOW  WIDEOPENWEST INC$405
-47.1%
1000.0%0.00%
DXC  DXC TECHNOLOGY CO$1,555
+9.8%
680.0%0.00%
DBEF ExitDBX ETF TRxtrack msci eafe$0-100
-100.0%
0.00%
ExitCREATIVE REALITIES INC$0-1
-100.0%
0.00%
GLW  CORNING INC$3,015
-0.1%
990.0%0.00%
WOPEY ExitWOODSIDE ENERGY GROUP LTDsponsored adr$0-27
-100.0%
0.00%
AAL  AMERICAN AIRLS GROUP INC$5,496
+7.3%
4000.0%0.00%
CPRT  COPART INC$3,332
+13.7%
680.0%0.00%
 CONTEXTLOGIC INCcl a new$482
+35.0%
810.0%0.00%
 CONSTELLATION ENERGY CORP$5,845
+7.2%
500.0%0.00%
AMBA SellAMBARELLA INC$3,065
-42.2%
50
-50.0%
0.00%
CMA ExitCOMERICA INC$0-95
-100.0%
0.00%
NET  CLOUDFLARE INC$6,245
+32.1%
750.0%0.00%
SAN  BANCO SANTANDER S.A.adr$2,683
+10.1%
6480.0%0.00%
CFG ExitCITIZENS FINL GROUP INC$0-125
-100.0%
0.00%
CC  CHEMOURS CO$2,239
+12.4%
710.0%0.00%
WFRD  WEATHERFORD INTL PLC$98
+8.9%
10.0%0.00%
CHPT  CHARGEPOINT HOLDINGS INC$468
-52.9%
2000.0%0.00%
LMNR ExitLIMONEIRA CO$0-1,000
-100.0%
-0.00%
DBEU ExitDBX ETF TRxtrack msci eurp$0-200
-100.0%
-0.00%
GNTX ExitGENTEX CORP$0-300
-100.0%
-0.00%
NI ExitNISOURCE INC$0-408
-100.0%
-0.00%
VMW ExitVMWARE INC$0-65
-100.0%
-0.00%
FFIV ExitF5 INC$0-70
-100.0%
-0.00%
ARL ExitAMERICAN RLTY INVS INC$0-500
-100.0%
-0.00%
DGRW ExitWISDOMTREE TRus qtly div grt$0-113
-100.0%
-0.00%
ALE ExitALLETE INC$0-125
-100.0%
-0.00%
LBTYK ExitLIBERTY GLOBAL PLC$0-920
-100.0%
-0.00%
PBRA ExitPETROLEO BRASILEIRO SA PETROsp adr non vtg$0-425
-100.0%
-0.00%
DBC ExitINVESCO DB COMMDY INDX TRCKunit$0-585
-100.0%
-0.00%
AIN ExitALBANY INTL CORPcl a$0-225
-100.0%
-0.00%
MLPX ExitGLOBAL X FDSglb x mlp enrg i$0-600
-100.0%
-0.00%
NUBD ExitNUSHARES ETF TRnuveen esg us$0-900
-100.0%
-0.00%
FYX ExitFIRST TR SML CP CORE ALPHA F$0-240
-100.0%
-0.00%
LQD ExitISHARES TRiboxx inv cp etf$0-300
-100.0%
-0.00%
CI ExitTHE CIGNA GROUP$0-150
-100.0%
-0.00%
EXPI ExitEXP WORLD HLDGS INC$0-2,600
-100.0%
-0.00%
IRT ExitINDEPENDENCE RLTY TR INC$0-4,500
-100.0%
-0.01%
SHG ExitSHINHAN FINANCIAL GROUP CO Lspn adr restrd$0-2,081
-100.0%
-0.01%
BNTX ExitBIONTECH SEsponsored ads$0-651
-100.0%
-0.01%
TCOM ExitTRIP COM GROUP LTDads$0-3,236
-100.0%
-0.01%
TLK ExitP T TELEKOMUNIKASI INDONESIAsponsored adr$0-4,691
-100.0%
-0.01%
ExitSK TELECOM LTDsponsored adr$0-6,006
-100.0%
-0.01%
GDXJ ExitVANECK ETF TRUSTjunior gold mine$0-4,112
-100.0%
-0.01%
ITUB ExitITAU UNIBANCO HLDG S Aspon adr rep pfd$0-22,745
-100.0%
-0.01%
MUFG ExitMITSUBISHI UFJ FINL GROUP INsponsored ads$0-14,861
-100.0%
-0.01%
TEVA ExitTEVA PHARMACEUTICAL INDS LTDsponsored ads$0-14,500
-100.0%
-0.01%
FDD ExitFIRST TR STOXX EUROPEAN SELE$0-14,782
-100.0%
-0.01%
HDB ExitHDFC BANK LTDsponsored ads$0-2,826
-100.0%
-0.01%
SCHG ExitSCHWAB STRATEGIC TRus lcap gr etf$0-2,462
-100.0%
-0.02%
ING ExitING GROEP N.V.sponsored adr$0-13,768
-100.0%
-0.02%
IX ExitORIX CORPsponsored adr$0-1,975
-100.0%
-0.02%
PXF ExitINVESCO EXCH TRADED FD TR IIftse rafi dev$0-4,600
-100.0%
-0.02%
CTLT ExitCATALENT INC$0-5,072
-100.0%
-0.02%
SAP ExitSAP SEspon adr$0-1,853
-100.0%
-0.02%
SCHF ExitSCHWAB STRATEGIC TRintl eqty etf$0-7,306
-100.0%
-0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-01-08
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC43Q4 20237.4%
AMAZON COM INC43Q4 20236.2%
Microsoft Corporation43Q4 20236.8%
PEPSICO INC43Q4 20232.6%
MERCK & CO. INC43Q4 20232.6%
BERKSHIRE HATHAWAY INC DEL43Q4 20233.2%
Enterprise Products Partners43Q4 20232.8%
VISA INC43Q4 20232.8%
AMGEN INC43Q4 20232.3%
SPDR GOLD TRUST43Q4 20232.8%

View BALDWIN BROTHERS LLC/MA's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-08
13F-HR2023-10-10
13F-HR2023-07-14
13F-HR2023-04-21
13F-HR2023-01-27
13F-HR2022-10-14
13F-HR2022-07-18
13F-HR2022-04-13
13F-HR2022-01-14
13F-HR2021-10-27

View BALDWIN BROTHERS LLC/MA's complete filings history.

Compare quarters

Export BALDWIN BROTHERS LLC/MA's holdings