$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 | Sell | APPLE INC | $82,663,435 | +10.4% | 429,354 | -1.9% | 6.49% | +0.7% |
MSFT | Sell | MICROSOFT CORP | $73,184,153 | +18.9% | 194,618 | -0.2% | 5.75% | +8.6% |
AMZN | Buy | AMAZON COM INC | $58,690,624 | +26.7% | 386,275 | +6.0% | 4.61% | +15.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $52,805,614 | +11.1% | 378,020 | +4.1% | 4.15% | +1.4% |
COST | Sell | COSTCO WHSL CORP NEW | $35,211,308 | +15.9% | 53,344 | -0.8% | 2.77% | +5.8% |
BX | Buy | BLACKSTONE INC | $35,197,698 | +23.1% | 268,849 | +0.8% | 2.76% | +12.4% |
TIP | Buy | ISHARES TRtips bd etf | $34,443,289 | +23.3% | 320,432 | +19.0% | 2.71% | +12.6% |
V | Buy | VISA INC | $32,868,093 | +17.5% | 126,246 | +3.8% | 2.58% | +7.3% |
PEP | Buy | PEPSICO INC | $28,181,950 | +1.5% | 165,932 | +1.3% | 2.21% | -7.3% |
ADBE | Buy | ADOBE INC | $26,107,216 | +17.8% | 43,760 | +0.7% | 2.05% | +7.6% |
NVDA | Sell | NVIDIA CORPORATION | $25,905,252 | +7.5% | 52,311 | -5.5% | 2.04% | -1.8% |
URI | Sell | UNITED RENTALS INC | $24,278,029 | +26.4% | 42,339 | -2.0% | 1.91% | +15.4% |
WM | Buy | WASTE MGMT INC DEL | $24,199,266 | +19.4% | 135,116 | +1.6% | 1.90% | +9.0% |
KLAC | Sell | KLA CORP | $22,623,033 | +26.1% | 38,918 | -0.5% | 1.78% | +15.1% |
ACN | Buy | ACCENTURE PLC IRELAND | $21,802,000 | +14.7% | 62,130 | +0.4% | 1.71% | +4.8% |
NEE | Buy | NEXTERA ENERGY INC | $21,600,784 | +29.1% | 355,627 | +21.8% | 1.70% | +17.9% |
MRK | Buy | MERCK & CO INC | $20,994,090 | +9.5% | 192,571 | +3.4% | 1.65% | -0.1% |
DHR | Buy | DANAHER CORPORATION | $19,137,602 | +0.3% | 82,725 | +7.5% | 1.50% | -8.5% |
HUM | Buy | HUMANA INC | $18,608,145 | -4.4% | 40,646 | +1.6% | 1.46% | -12.7% |
ADI | Sell | ANALOG DEVICES INC | $17,682,714 | +10.6% | 89,055 | -2.4% | 1.39% | +1.0% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $17,540,890 | +3.8% | 78,001 | +5.2% | 1.38% | -5.3% |
XOM | Sell | EXXON MOBIL CORP | $16,616,633 | -18.3% | 166,200 | -3.9% | 1.30% | -25.5% |
JPM | Buy | JPMORGAN CHASE & CO | $16,051,657 | +59.7% | 94,366 | +36.1% | 1.26% | +45.8% |
UNP | Sell | UNION PAC CORP | $15,820,139 | +19.9% | 64,409 | -0.6% | 1.24% | +9.5% |
JNJ | Sell | JOHNSON & JOHNSON | $15,439,159 | -0.8% | 98,502 | -1.5% | 1.21% | -9.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $14,749,920 | +15.8% | 90,186 | -0.7% | 1.16% | +5.7% |
ZTS | Buy | ZOETIS INCcl a | $14,677,815 | +14.0% | 74,367 | +0.5% | 1.15% | +4.1% |
HON | Sell | HONEYWELL INTL INC | $14,265,313 | +12.5% | 68,024 | -0.9% | 1.12% | +2.7% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $14,187,304 | +9.9% | 78,831 | -2.6% | 1.12% | +0.5% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $14,107,438 | +25.1% | 274,410 | +11.5% | 1.11% | +14.1% |
GRMN | Sell | GARMIN LTD | $13,376,258 | +21.9% | 104,063 | -0.3% | 1.05% | +11.2% |
AMLP | Sell | ALPS ETF TRalerian mlp | $12,956,952 | -0.7% | 304,726 | -1.4% | 1.02% | -9.3% |
IAU | Sell | ISHARES GOLD TRishares new | $12,761,288 | +9.5% | 326,961 | -1.8% | 1.00% | 0.0% |
GLD | Sell | SPDR GOLD TR | $12,579,942 | +4.8% | 65,805 | -6.0% | 0.99% | -4.4% |
SBUX | Buy | STARBUCKS CORP | $12,390,571 | +5.8% | 129,055 | +0.6% | 0.97% | -3.5% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $11,828,045 | +28.2% | 52,450 | +11.8% | 0.93% | +17.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $11,793,563 | +47.4% | 37,812 | +20.5% | 0.93% | +34.7% |
FISV | Sell | FISERV INC | $11,655,514 | +14.1% | 87,741 | -3.0% | 0.92% | +4.2% |
GOOG | Sell | ALPHABET INCcap stk cl c | $11,424,375 | +5.1% | 81,064 | -1.7% | 0.90% | -4.0% |
REG | Buy | REGENCY CTRS CORP | $11,231,612 | +13.2% | 167,636 | +0.4% | 0.88% | +3.3% |
CVX | Sell | CHEVRON CORP NEW | $10,505,058 | -11.7% | 70,428 | -0.1% | 0.82% | -19.4% |
WAT | Sell | WATERS CORP | $10,068,841 | +15.6% | 30,583 | -3.7% | 0.79% | +5.5% |
ITW | Sell | ILLINOIS TOOL WKS INC | $9,928,684 | +6.2% | 37,904 | -6.6% | 0.78% | -3.0% |
CHD | Sell | CHURCH & DWIGHT CO INC | $9,686,627 | -8.1% | 102,439 | -11.0% | 0.76% | -16.1% |
COO | New | COOPER COS INC | $9,394,016 | – | 24,823 | +100.0% | 0.74% | – |
PLD | Sell | PROLOGIS INC. | $9,293,010 | +18.1% | 69,715 | -0.6% | 0.73% | +7.8% |
PG | Sell | PROCTER AND GAMBLE CO | $8,907,453 | -4.7% | 60,785 | -5.1% | 0.70% | -12.9% |
SCHW | Sell | SCHWAB CHARLES CORP | $8,865,064 | +22.6% | 128,853 | -2.2% | 0.70% | +11.9% |
SPGI | Buy | S&P GLOBAL INC | $8,350,938 | +538.4% | 18,957 | +429.5% | 0.66% | +480.5% |
IVV | Sell | ISHARES TRcore s&p500 etf | $7,803,997 | +10.8% | 16,339 | -0.3% | 0.61% | +1.2% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $7,151,100 | -8.3% | 271,389 | -4.8% | 0.56% | -16.2% |
DOV | Sell | DOVER CORP | $6,211,617 | +0.2% | 40,385 | -9.1% | 0.49% | -8.4% |
MSCI | Sell | MSCI INC | $5,973,830 | +8.2% | 10,561 | -1.9% | 0.47% | -1.3% |
BAC | Sell | BANK AMERICA CORP | $5,898,782 | +22.0% | 175,194 | -0.8% | 0.46% | +11.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,855,644 | -1.8% | 16,418 | -3.5% | 0.46% | -10.3% |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $5,638,608 | +26.1% | 95,054 | +21.5% | 0.44% | +15.1% |
PAYX | Sell | PAYCHEX INC | $5,267,630 | -5.2% | 44,225 | -8.2% | 0.41% | -13.4% |
NVO | Sell | NOVO-NORDISK A Sadr | $5,184,086 | +5.3% | 50,112 | -7.4% | 0.41% | -3.8% |
NVS | Sell | NOVARTIS AGsponsored adr | $5,099,708 | -4.6% | 50,507 | -3.8% | 0.40% | -12.8% |
ROP | Sell | ROPER TECHNOLOGIES INC | $4,972,743 | +11.0% | 9,121 | -1.4% | 0.39% | +1.6% |
CF | Sell | CF INDS HLDGS INC | $4,830,897 | -8.1% | 60,766 | -0.9% | 0.38% | -16.1% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,487,065 | +288.7% | 61,007 | +268.8% | 0.35% | +256.6% |
ET | Buy | ENERGY TRANSFER L P | $3,978,940 | -1.5% | 288,329 | +0.1% | 0.31% | -10.1% |
AXSM | Buy | AXSOME THERAPEUTICS INC | $3,899,512 | +16.3% | 48,995 | +2.1% | 0.31% | +5.9% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,866,778 | -3.4% | 7,285 | -7.9% | 0.30% | -11.9% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $3,731,995 | +17.5% | 9,172 | +0.4% | 0.29% | +7.3% |
TD | Sell | TORONTO DOMINION BK ONT | $3,607,928 | +3.9% | 55,833 | -3.2% | 0.28% | -5.4% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,417,903 | -13.0% | 14,671 | -10.2% | 0.27% | -20.4% |
PM | Sell | PHILIP MORRIS INTL INC | $3,270,631 | +1.2% | 34,764 | -0.4% | 0.26% | -7.6% |
MKC | Sell | MCCORMICK & CO INC | $3,235,837 | -10.6% | 47,294 | -1.2% | 0.25% | -18.3% |
EOG | Buy | EOG RES INC | $3,193,927 | +1.4% | 26,407 | +6.3% | 0.25% | -7.4% |
SYK | Sell | STRYKER CORPORATION | $3,053,594 | +4.0% | 10,197 | -5.1% | 0.24% | -5.1% |
MO | Sell | ALTRIA GROUP INC | $3,038,890 | -10.6% | 75,332 | -6.8% | 0.24% | -18.2% |
KO | Sell | COCA COLA CO | $2,874,488 | +3.5% | 48,778 | -1.7% | 0.23% | -5.4% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,791,496 | +2.8% | 5,873 | -7.5% | 0.22% | -6.4% |
TSLA | Sell | TESLA INC | $2,765,582 | -1.3% | 11,130 | -0.6% | 0.22% | -10.0% |
WY | Sell | WEYERHAEUSER CO MTN BE | $2,336,409 | -22.3% | 67,196 | -31.5% | 0.18% | -29.0% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $2,254,408 | -5.8% | 29,566 | -14.4% | 0.18% | -14.1% |
PSF | Buy | COHEN & STEERS SELECT PFD & | $2,150,801 | +84.2% | 113,799 | +76.3% | 0.17% | +69.0% |
FB | Sell | META PLATFORMS INCcl a | $2,017,218 | +17.1% | 5,699 | -0.7% | 0.16% | +6.8% |
GBCI | Sell | GLACIER BANCORP INC NEW | $1,849,896 | +29.8% | 44,770 | -10.5% | 0.14% | +17.9% |
FAST | Sell | FASTENAL CO | $1,738,570 | +12.1% | 26,842 | -5.5% | 0.14% | +3.0% |
XLE | Sell | SELECT 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% | 91,332 | 0.0% | 0.13% | -1.5% | |
PFE | Sell | PFIZER INC | $1,648,487 | -16.0% | 57,259 | -3.2% | 0.13% | -23.1% |
GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,623,269 | -20.9% | 16,275 | -20.6% | 0.13% | -27.7% |
OKE | Sell | ONEOK INC NEW | $1,564,221 | -44.5% | 22,276 | -49.9% | 0.12% | -49.4% |
HD | Sell | HOME DEPOT INC | $1,550,811 | +13.3% | 4,475 | -1.2% | 0.12% | +3.4% |
RMD | Sell | RESMED INC | $1,528,363 | -11.5% | 8,885 | -23.9% | 0.12% | -19.5% |
TFX | Sell | TELEFLEX INCORPORATED | $1,520,974 | +13.5% | 6,100 | -10.6% | 0.12% | +3.5% |
UBER | Buy | UBER TECHNOLOGIES INC | $1,498,429 | +52.8% | 24,337 | +14.2% | 0.12% | +40.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,474,642 | +6.7% | 2,801 | +2.2% | 0.12% | -2.5% |
BLK | Sell | BLACKROCK INC | $1,457,993 | +17.0% | 1,796 | -6.8% | 0.12% | +7.5% |
HIFS | Sell | HINGHAM INSTN SVGS MASS | $1,356,718 | -12.5% | 6,979 | -15.9% | 0.11% | -19.5% |
EMR | Sell | EMERSON ELEC CO | $1,351,816 | -5.7% | 13,889 | -6.4% | 0.11% | -13.8% |
GILD | Sell | GILEAD SCIENCES INC | $1,267,234 | -47.4% | 15,643 | -51.3% | 0.10% | -51.7% |
APOLLO GLOBAL MGMT INC | $1,225,076 | +3.8% | 13,146 | 0.0% | 0.10% | -5.9% | ||
TRP | Sell | TC ENERGY CORP | $1,213,382 | -17.5% | 31,032 | -27.4% | 0.10% | -25.2% |
Buy | NUVECTIS 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% | 9,306 | 0.0% | 0.09% | +5.7% | |
AMGN | Sell | AMGEN INC | $1,176,274 | +5.9% | 4,084 | -1.2% | 0.09% | -4.2% |
HCI | Sell | HCI GROUP INC | $1,170,898 | +59.8% | 13,397 | -0.7% | 0.09% | +46.0% |
XSLV | Sell | INVESCO 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% | 12,595 | 0.0% | 0.09% | -7.5% | |
ABBV | Sell | ABBVIE INC | $1,048,992 | -7.2% | 6,769 | -10.8% | 0.08% | -15.5% |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $937,200 | +9.7% | 5,500 | 0.0% | 0.07% | 0.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $901,614 | +11.1% | 1,777 | 0.0% | 0.07% | +1.4% | |
BK | Sell | BANK NEW YORK MELLON CORP | $908,012 | +21.5% | 17,445 | -0.4% | 0.07% | +10.9% |
CVS | Buy | CVS HEALTH CORP | $827,817 | +16.8% | 10,484 | +3.3% | 0.06% | +6.6% |
DIS | Sell | DISNEY WALT CO | $817,395 | +5.0% | 9,053 | -5.8% | 0.06% | -4.5% |
INTU | Buy | INTUIT | $801,913 | +25.1% | 1,283 | +2.2% | 0.06% | +14.5% |
COP | Sell | CONOCOPHILLIPS | $783,124 | -3.4% | 6,747 | -0.3% | 0.06% | -11.4% |
ABT | Sell | ABBOTT LABS | $789,752 | +7.2% | 7,175 | -5.7% | 0.06% | -1.6% |
PYPL | Sell | PAYPAL HLDGS INC | $769,406 | -30.0% | 12,529 | -33.4% | 0.06% | -36.8% |
MMM | Sell | 3M CO | $756,057 | +11.7% | 6,916 | -4.4% | 0.06% | +1.7% |
AVGO | Sell | BROADCOM INC | $756,818 | +33.6% | 678 | -0.6% | 0.06% | +20.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $736,726 | +39.7% | 1,799 | +22.2% | 0.06% | +28.9% |
LLY | ELI LILLY & CO | $741,474 | +8.5% | 1,272 | 0.0% | 0.06% | -1.7% | |
FDX | Sell | FEDEX CORP | $721,217 | -28.4% | 2,851 | -25.0% | 0.06% | -34.5% |
GLP | GLOBAL PARTNERS LP | $719,270 | +19.8% | 17,000 | 0.0% | 0.06% | +9.6% | |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $713,997 | -28.9% | 14,906 | -35.1% | 0.06% | -34.9% |
MCD | Sell | MCDONALDS CORP | $678,118 | +6.4% | 2,287 | -5.5% | 0.05% | -3.6% |
TJX | Sell | TJX COS INC NEW | $677,590 | +4.5% | 7,223 | -1.0% | 0.05% | -5.4% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $662,111 | +10.2% | 2,389 | -0.9% | 0.05% | 0.0% |
VWO | Buy | VANGUARD 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% | 4,400 | 0.0% | 0.05% | +30.8% | |
KMB | Buy | KIMBERLY-CLARK CORP | $639,021 | +1.9% | 5,259 | +1.3% | 0.05% | -7.4% |
BCPC | Sell | BALCHEM CORP | $640,551 | -34.0% | 4,306 | -45.0% | 0.05% | -39.8% |
CG | CARLYLE GROUP INC | $639,647 | +34.9% | 15,720 | 0.0% | 0.05% | +22.0% | |
DE | Sell | DEERE & CO | $633,794 | +4.2% | 1,585 | -1.7% | 0.05% | -3.8% |
IWR | ISHARES TRrus mid cap etf | $622,384 | +12.2% | 8,007 | 0.0% | 0.05% | +2.1% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $629,265 | +22.4% | 10,500 | 0.0% | 0.05% | +11.4% | |
SYBT | Buy | STOCK YDS BANCORP INC | $619,425 | +39.1% | 12,030 | +6.2% | 0.05% | +28.9% |
FBHS | Sell | FORTUNE 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% | 7,012 | 0.0% | 0.05% | 0.0% | |
GSBD | GOLDMAN SACHS BDC INC | $588,241 | +0.6% | 40,153 | 0.0% | 0.05% | -8.0% | |
INTC | Sell | INTEL CORP | $573,202 | +29.4% | 11,407 | -8.4% | 0.04% | +18.4% |
VIS | VANGUARD WORLD FDSindustrial etf | $569,371 | +13.1% | 2,583 | 0.0% | 0.04% | +4.7% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $542,625 | +2.1% | 1 | 0.0% | 0.04% | -6.5% | |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $545,832 | +6.6% | 450 | -2.6% | 0.04% | -2.3% |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $543,801 | +2.2% | 17,525 | 0.0% | 0.04% | -6.5% | |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $546,439 | +3.6% | 4,140 | -2.8% | 0.04% | -4.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $529,776 | +15.5% | 4,894 | +0.6% | 0.04% | +7.7% |
PGR | Buy | PROGRESSIVE CORP | $538,048 | +21.9% | 3,378 | +6.6% | 0.04% | +10.5% |
TRV | Sell | TRAVELERS COMPANIES INC | $536,420 | +9.0% | 2,816 | -6.6% | 0.04% | 0.0% |
SO | Sell | SOUTHERN CO | $527,933 | +5.9% | 7,529 | -2.3% | 0.04% | -4.7% |
APD | Buy | AIR PRODS & CHEMS INC | $513,101 | -0.4% | 1,874 | +3.1% | 0.04% | -9.1% |
LOW | LOWES COS INC | $503,408 | +7.1% | 2,262 | 0.0% | 0.04% | 0.0% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $495,304 | +11.1% | 2,770 | 0.0% | 0.04% | +2.6% | |
IWP | ISHARES TRrus md cp gr etf | $486,679 | +14.4% | 4,659 | 0.0% | 0.04% | +2.7% | |
CATC | CAMBRIDGE BANCORP | $472,683 | +11.4% | 6,811 | 0.0% | 0.04% | 0.0% | |
PNC | Sell | PNC FINL SVCS GROUP INC | $475,390 | -95.3% | 3,070 | -96.3% | 0.04% | -95.7% |
MGM | MGM RESORTS INTERNATIONAL | $469,140 | +21.5% | 10,500 | 0.0% | 0.04% | +12.1% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $476,875 | -26.2% | 9,294 | -16.5% | 0.04% | -33.9% |
SBCF | Sell | SEACOAST BKG CORP FLA | $456,214 | +9.2% | 16,030 | -15.8% | 0.04% | 0.0% |
KNSL | KINSALE CAP GROUP INC | $452,129 | -19.1% | 1,350 | 0.0% | 0.04% | -25.0% | |
AMT | AMERICAN TOWER CORP NEW | $459,609 | +31.3% | 2,129 | 0.0% | 0.04% | +20.0% | |
USB | Sell | US BANCORP DEL | $444,745 | +27.9% | 10,276 | -2.3% | 0.04% | +16.7% |
QCOM | QUALCOMM INC | $416,101 | +30.2% | 2,877 | 0.0% | 0.03% | +22.2% | |
DXCM | Sell | DEXCOM INC | $414,337 | +30.4% | 3,339 | -1.9% | 0.03% | +22.2% |
SDY | Sell | SPDR 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% | 26,659 | 0.0% | 0.03% | -8.6% | |
MPLX | MPLX LP | $396,429 | +3.2% | 10,796 | 0.0% | 0.03% | -6.1% | |
ORCL | Sell | ORACLE CORP | $400,212 | -7.8% | 3,796 | -7.3% | 0.03% | -16.2% |
WES | WESTERN MIDSTREAM PARTNERS L | $391,733 | +7.5% | 13,388 | 0.0% | 0.03% | 0.0% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $381,951 | +9.6% | 1,903 | -3.5% | 0.03% | 0.0% |
NFLX | Sell | NETFLIX INC | $384,635 | +16.4% | 790 | -9.7% | 0.03% | +7.1% |
MDLZ | MONDELEZ INTL INCcl a | $372,725 | +4.4% | 5,146 | 0.0% | 0.03% | -6.5% | |
TTD | THE TRADE DESK INC | $366,276 | -7.9% | 5,090 | 0.0% | 0.03% | -14.7% | |
HUBS | HUBSPOT INC | $354,129 | +17.9% | 610 | 0.0% | 0.03% | +7.7% | |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $359,867 | +11.8% | 6,684 | -5.6% | 0.03% | 0.0% |
DD | Sell | DUPONT DE NEMOURS INC | $358,802 | -4.6% | 4,664 | -7.5% | 0.03% | -12.5% |
HLIO | HELIOS TECHNOLOGIES INC | $359,444 | -18.3% | 7,926 | 0.0% | 0.03% | -26.3% | |
IBB | Sell | ISHARES TRishares biotech | $338,946 | +6.8% | 2,495 | -3.9% | 0.03% | 0.0% |
IWF | ISHARES TRrus 1000 grw etf | $346,826 | +14.0% | 1,144 | 0.0% | 0.03% | +3.8% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $348,476 | +2.5% | 2,004 | -9.3% | 0.03% | -6.9% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $330,702 | +11.8% | 5,940 | +0.1% | 0.03% | +4.0% |
WFC | Sell | WELLS FARGO CO NEW | $329,774 | +4.8% | 6,700 | -13.0% | 0.03% | -3.7% |
CAT | Sell | CATERPILLAR INC | $325,237 | +7.7% | 1,100 | -0.5% | 0.03% | 0.0% |
MCO | MOODYS CORP | $318,306 | +23.5% | 815 | 0.0% | 0.02% | +13.6% | |
EXPE | New | EXPEDIA GROUP INC | $303,580 | – | 2,000 | +100.0% | 0.02% | – |
NSC | NORFOLK SOUTHN CORP | $302,566 | +20.0% | 1,280 | 0.0% | 0.02% | +9.1% | |
XBI | Sell | SPDR 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% | 1,960 | 0.0% | 0.02% | 0.0% | |
PSX | Sell | PHILLIPS 66 | $273,736 | +6.3% | 2,056 | -4.1% | 0.02% | 0.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $277,684 | -88.8% | 6,523 | -90.2% | 0.02% | -89.7% |
A | Sell | AGILENT TECHNOLOGIES INC | $279,311 | -86.1% | 2,009 | -88.8% | 0.02% | -87.3% |
FNV | Sell | FRANCO NEV CORP | $264,725 | -96.2% | 2,389 | -95.5% | 0.02% | -96.5% |
ZS | ZSCALER INC | $265,872 | +42.4% | 1,200 | 0.0% | 0.02% | +31.2% | |
DOW | Sell | DOW INC | $265,590 | -0.3% | 4,843 | -6.3% | 0.02% | -8.7% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $254,200 | -28.9% | 596 | -34.0% | 0.02% | -35.5% |
HASI | Sell | HANNON ARMSTRONG SUST INFR C | $256,301 | +29.1% | 9,293 | -0.8% | 0.02% | +17.6% |
New | WISDOMTREE TRfloatng rat trea | $251,954 | – | 5,015 | +100.0% | 0.02% | – | |
NKE | NIKE INCcl b | $254,706 | +13.5% | 2,346 | 0.0% | 0.02% | +5.3% | |
CL | Sell | COLGATE PALMOLIVE CO | $243,753 | -6.3% | 3,058 | -16.4% | 0.02% | -13.6% |
RTX | Sell | RTX CORPORATION | $243,838 | +14.3% | 2,898 | -2.3% | 0.02% | +5.6% |
NOW | SERVICENOW INC | $247,272 | +26.4% | 350 | 0.0% | 0.02% | +11.8% | |
BFAM | BRIGHT HORIZONS FAM SOL IN D | $236,542 | +15.7% | 2,510 | 0.0% | 0.02% | +5.6% | |
SUB | ISHARES TRshrt nat mun etf | $233,527 | +2.5% | 2,215 | 0.0% | 0.02% | -10.0% | |
VTEB | VANGUARD MUN BD FDStax exempt bd | $233,809 | +6.1% | 4,580 | 0.0% | 0.02% | -5.3% | |
HEALTHCARE RLTY TR | $225,713 | +12.8% | 13,100 | 0.0% | 0.02% | +5.9% | ||
GD | GENERAL DYNAMICS CORP | $211,112 | +17.5% | 813 | 0.0% | 0.02% | +13.3% | |
IJS | Sell | ISHARES TRsp smcp600vl etf | $216,138 | -6.1% | 2,097 | -18.7% | 0.02% | -15.0% |
BIIB | Sell | BIOGEN INC | $218,661 | -76.4% | 845 | -76.6% | 0.02% | -78.8% |
TEL | TE CONNECTIVITY LTD | $210,048 | +13.7% | 1,495 | 0.0% | 0.02% | +6.2% | |
EPI | New | WISDOMTREE TRindia erngs fd | $220,908 | – | 5,388 | +100.0% | 0.02% | – |
MDB | MONGODB INCcl a | $210,558 | +18.2% | 515 | 0.0% | 0.02% | +13.3% | |
MDT | Sell | MEDTRONIC PLC | $202,408 | -97.2% | 2,457 | -97.3% | 0.02% | -97.4% |
CSCO | Sell | CISCO SYS INC | $200,969 | -7.1% | 3,978 | -1.2% | 0.02% | -15.8% |
QUAL | ISHARES TRmsci usa qlt fct | $204,819 | +11.6% | 1,392 | 0.0% | 0.02% | 0.0% | |
CME | Buy | CME GROUP INC | $207,020 | +17.5% | 983 | +11.7% | 0.02% | +6.7% |
EL | Sell | LAUDER ESTEE COS INCcl a | $190,125 | -5.4% | 1,300 | -6.5% | 0.02% | -11.8% |
TTC | Sell | TORO CO | $194,380 | -36.8% | 2,025 | -45.3% | 0.02% | -42.3% |
HIMS | Buy | HIMS & HERS HEALTH INC | $196,939 | +65.5% | 22,128 | +17.0% | 0.02% | +50.0% |
BP | Sell | BP PLCsponsored adr | $186,735 | -10.1% | 5,275 | -1.7% | 0.02% | -16.7% |
DUK | Sell | DUKE ENERGY CORP NEW | $180,106 | +5.6% | 1,856 | -4.0% | 0.01% | -6.7% |
TT | TRANE TECHNOLOGIES PLC | $178,047 | +20.2% | 730 | 0.0% | 0.01% | +7.7% | |
EFA | ISHARES TRmsci eafe etf | $178,203 | +9.3% | 2,365 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC | $179,892 | -6.3% | 3,754 | 0.0% | 0.01% | -17.6% | |
IWD | ISHARES TRrus 1000 val etf | $182,932 | +8.8% | 1,107 | 0.0% | 0.01% | 0.0% | |
XME | SPDR SER TRs&p metals mng | $176,499 | +14.0% | 2,950 | 0.0% | 0.01% | +7.7% | |
WSO | Sell | WATSCO INC | $166,675 | -1.9% | 389 | -13.6% | 0.01% | -13.3% |
SCI | SERVICE CORP INTL | $160,858 | +19.8% | 2,350 | 0.0% | 0.01% | +8.3% | |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $168,164 | -9.3% | 177 | -13.2% | 0.01% | -18.8% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $167,034 | -45.2% | 2,155 | -38.7% | 0.01% | -50.0% |
MMC | Sell | MARSH & MCLENNAN COS INC | $165,786 | -4.9% | 875 | -4.5% | 0.01% | -13.3% |
CRM | Buy | SALESFORCE INC | $164,462 | +53.9% | 625 | +18.6% | 0.01% | +44.4% |
ANSS | Sell | ANSYS INC | $166,925 | -6.5% | 460 | -23.3% | 0.01% | -13.3% |
SLV | ISHARES SILVER TRishares | $161,020 | +7.1% | 7,393 | 0.0% | 0.01% | 0.0% | |
Sell | GENERAL ELECTRIC CO | $168,599 | -2.5% | 1,321 | -15.5% | 0.01% | -13.3% | |
PANW | PALO ALTO NETWORKS INC | $164,543 | +25.8% | 558 | 0.0% | 0.01% | +18.2% | |
BA | Sell | BOEING CO | $151,183 | +25.2% | 580 | -7.9% | 0.01% | +20.0% |
CCJ | CAMECO CORP | $150,850 | +8.7% | 3,500 | 0.0% | 0.01% | 0.0% | |
ESGV | VANGUARD WORLD FDesg us stk etf | $146,388 | +13.1% | 1,721 | 0.0% | 0.01% | +9.1% | |
MSM | MSC INDL DIRECT INCcl a | $146,827 | +3.2% | 1,450 | 0.0% | 0.01% | 0.0% | |
WTM | WHITE MTNS INS GROUP LTD | $150,501 | +0.6% | 100 | 0.0% | 0.01% | -7.7% | |
DXJ | WISDOMTREE TRjapn hedge eqt | $149,830 | -0.3% | 1,703 | 0.0% | 0.01% | -7.7% | |
Sell | SHELL PLCspon ads | $158,446 | -3.1% | 2,408 | -5.2% | 0.01% | -14.3% | |
IRM | IRON MTN INC DEL | $140,520 | +17.7% | 2,008 | 0.0% | 0.01% | +10.0% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $136,724 | -13.6% | 3,118 | -12.7% | 0.01% | -21.4% |
AXON | AXON ENTERPRISE INC | $142,082 | +29.8% | 550 | 0.0% | 0.01% | +22.2% | |
ARCC | Buy | ARES CAPITAL CORP | $134,542 | +15.2% | 6,717 | +12.0% | 0.01% | +10.0% |
KMI | Sell | KINDER MORGAN INC DEL | $134,735 | -3.1% | 7,638 | -8.9% | 0.01% | -8.3% |
FLO | FLOWERS FOODS INC | $138,437 | +1.5% | 6,150 | 0.0% | 0.01% | -8.3% | |
SGOV | ISHARES TR0-3 mnth treasry | $135,365 | -0.4% | 1,350 | 0.0% | 0.01% | -8.3% | |
EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $144,337 | +7.1% | 3,700 | -2.6% | 0.01% | -8.3% |
DVY | Sell | ISHARES TRselect divid etf | $128,942 | -7.6% | 1,100 | -15.2% | 0.01% | -16.7% |
SRE | SEMPRA | $122,109 | +9.8% | 1,634 | 0.0% | 0.01% | 0.0% | |
CMI | Sell | CUMMINS INC | $128,170 | -14.2% | 535 | -18.2% | 0.01% | -23.1% |
HESM | HESS MIDSTREAM LP | $126,520 | +8.6% | 4,000 | 0.0% | 0.01% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $132,437 | +15.0% | 423 | 0.0% | 0.01% | 0.0% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $127,660 | +52.5% | 500 | 0.0% | 0.01% | +42.9% | |
MINT | PIMCO ETF TRenhan shrt ma ac | $129,727 | -0.3% | 1,300 | 0.0% | 0.01% | -9.1% | |
STZ | CONSTELLATION BRANDS INCcl a | $131,754 | -3.8% | 545 | 0.0% | 0.01% | -16.7% | |
BDX | Sell | BECTON DICKINSON & CO | $129,230 | -25.6% | 530 | -21.1% | 0.01% | -33.3% |
T | Sell | AT&T INC | $111,285 | +5.6% | 6,632 | -5.5% | 0.01% | 0.0% |
WMT | WALMART INC | $117,607 | -1.4% | 746 | 0.0% | 0.01% | -10.0% | |
Buy | ATLASSIAN CORPORATIONcl a | $120,595 | +18.5% | 507 | +0.4% | 0.01% | 0.0% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $120,866 | +11.1% | 3,206 | -4.5% | 0.01% | 0.0% |
AINV | MIDCAP FINANCIAL INVSTMNT CO | $113,995 | -0.5% | 8,333 | 0.0% | 0.01% | -10.0% | |
CGNX | COGNEX CORP | $116,872 | -1.6% | 2,800 | 0.0% | 0.01% | -10.0% | |
CARR | Buy | CARRIER GLOBAL CORPORATION | $115,417 | +10.7% | 2,009 | +6.4% | 0.01% | 0.0% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $119,440 | -3.9% | 930 | -17.7% | 0.01% | -18.2% |
FND | FLOOR & DECOR HLDGS INCcl a | $106,651 | +23.3% | 956 | 0.0% | 0.01% | +14.3% | |
SYNA | SYNAPTICS INC | $102,672 | +27.5% | 900 | 0.0% | 0.01% | +14.3% | |
EWJ | ISHARES INCmsci jpn etf new | $106,408 | +6.4% | 1,659 | 0.0% | 0.01% | -11.1% | |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $102,275 | +4.1% | 2,541 | 0.0% | 0.01% | 0.0% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $101,885 | -88.5% | 648 | -88.6% | 0.01% | -89.5% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $100,523 | -9.3% | 4,055 | -12.4% | 0.01% | -20.0% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $100,863 | +9.2% | 806 | -4.3% | 0.01% | 0.0% |
GIS | GENERAL MLS INC | $98,361 | +1.8% | 1,510 | 0.0% | 0.01% | 0.0% | |
VOO | Sell | VANGUARD INDEX FDS | $107,453 | -24.0% | 246 | -31.7% | 0.01% | -33.3% |
STAG | STAG INDL INC | $98,150 | +13.8% | 2,500 | 0.0% | 0.01% | +14.3% | |
O | Buy | REALTY INCOME CORP | $101,059 | +58.1% | 1,760 | +37.5% | 0.01% | +33.3% |
ECL | Sell | ECOLAB INC | $108,101 | -0.6% | 545 | -15.1% | 0.01% | -11.1% |
SLVP | ISHARES INCmsci glb slv&mtl | $108,010 | +18.8% | 10,610 | 0.0% | 0.01% | 0.0% | |
CM | CANADIAN IMPERIAL BK COMM TO | $104,368 | +24.7% | 2,168 | 0.0% | 0.01% | +14.3% | |
TFC | Sell | TRUIST FINL CORP | $103,561 | -44.8% | 2,805 | -57.2% | 0.01% | -50.0% |
UNFI | UNITED NAT FOODS INC | $96,358 | +14.8% | 5,937 | 0.0% | 0.01% | +14.3% | |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $106,080 | +6.8% | 5,592 | 0.0% | 0.01% | -11.1% | |
SPYX | SPDR SER TRspdr s&p 500 etf | $94,114 | +11.7% | 2,425 | 0.0% | 0.01% | 0.0% | |
ALB | Buy | ALBEMARLE CORP | $90,444 | +6.0% | 626 | +24.7% | 0.01% | 0.0% |
WELL | Sell | WELLTOWER INC | $90,170 | -80.7% | 1,000 | -82.5% | 0.01% | -82.5% |
VTI | VANGUARD INDEX FDStotal stk mkt | $82,790 | +11.7% | 349 | 0.0% | 0.01% | +16.7% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $94,325 | +8.3% | 820 | 0.0% | 0.01% | 0.0% | |
GDX | VANECK ETF TRUSTgold miners etf | $84,967 | +15.2% | 2,740 | 0.0% | 0.01% | +16.7% | |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $92,313 | +24.1% | 585 | +11.4% | 0.01% | +16.7% |
Sell | CANADIAN 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% | 2,148 | 0.0% | 0.01% | 0.0% | |
ABC | CENCORA INC | $89,135 | +14.1% | 434 | 0.0% | 0.01% | 0.0% | |
IGM | ISHARES TRexpnd tec sc etf | $95,014 | +17.3% | 212 | 0.0% | 0.01% | 0.0% | |
USMV | ISHARES TRmsci usa min vol | $84,975 | +7.8% | 1,089 | 0.0% | 0.01% | 0.0% | |
JACOBS SOLUTIONS INC | $90,860 | -4.9% | 700 | 0.0% | 0.01% | -12.5% | ||
LDOS | Sell | LEIDOS HOLDINGS INC | $82,804 | +2.1% | 765 | -13.1% | 0.01% | 0.0% |
LULU | LULULEMON ATHLETICA INC | $93,055 | +32.6% | 182 | 0.0% | 0.01% | +16.7% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $91,477 | -15.6% | 1,078 | 0.0% | 0.01% | -22.2% | |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $89,658 | – | 1,279 | +100.0% | 0.01% | – |
NRZ | RITHM CAPITAL CORP | $90,780 | +15.0% | 8,500 | 0.0% | 0.01% | 0.0% | |
TM | New | TOYOTA MOTOR CORPads | $91,690 | – | 500 | +100.0% | 0.01% | – |
OTIS | OTIS WORLDWIDE CORP | $89,471 | +11.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $72,873 | +18.8% | 900 | 0.0% | 0.01% | +20.0% | |
FLNG | FLEX LNG LTD | $72,650 | -3.6% | 2,500 | 0.0% | 0.01% | 0.0% | |
APPN | APPIAN CORPcl a | $75,320 | -17.4% | 2,000 | 0.0% | 0.01% | -25.0% | |
NXPI | NXP SEMICONDUCTORS N V | $73,498 | +14.9% | 320 | 0.0% | 0.01% | 0.0% | |
HRL | Sell | HORMEL FOODS CORP | $73,050 | -90.3% | 2,275 | -88.5% | 0.01% | -90.8% |
FIS | FIDELITY NATL INFORMATION SV | $81,095 | +8.7% | 1,350 | 0.0% | 0.01% | 0.0% | |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $70,028 | +39.7% | 1,145 | +34.1% | 0.01% | +50.0% |
Buy | GREYSTONE 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% | 4,000 | 0.0% | 0.01% | 0.0% | ||
SUSA | ISHARES TRmsci usa esg slc | $72,870 | +11.7% | 725 | 0.0% | 0.01% | 0.0% | |
FLRN | SPDR SER TRbloomberg invt | $82,593 | -0.4% | 2,700 | 0.0% | 0.01% | -14.3% | |
Sell | MASTERBRAND INC | $79,819 | +5.2% | 5,375 | -13.9% | 0.01% | -14.3% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $75,530 | +11.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
LRCX | LAM RESEARCH CORP | $71,277 | +25.0% | 91 | 0.0% | 0.01% | +20.0% | |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $81,703 | -17.8% | 894 | -17.4% | 0.01% | -33.3% |
ED | CONSOLIDATED EDISON INC | $79,053 | +6.4% | 869 | 0.0% | 0.01% | 0.0% | |
IPGP | IPG PHOTONICS CORP | $82,599 | +6.9% | 761 | 0.0% | 0.01% | -14.3% | |
MFC | MANULIFE FINL CORP | $76,245 | +20.9% | 3,450 | 0.0% | 0.01% | +20.0% | |
RXRX | RECURSION PHARMACEUTICALS INcl a | $72,333 | +28.9% | 7,336 | 0.0% | 0.01% | +20.0% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $77,200 | +4.7% | 10,000 | 0.0% | 0.01% | 0.0% | |
XAIR | Sell | BEYOND AIR INC | $73,500 | -16.3% | 37,500 | -1.3% | 0.01% | -25.0% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $74,170 | +18.3% | 5,831 | -3.3% | 0.01% | +20.0% |
LIT | Sell | GLOBAL X FDSlithium btry etf | $72,335 | -9.9% | 1,420 | -2.4% | 0.01% | -14.3% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $75,668 | +57.3% | 978 | +52.8% | 0.01% | +50.0% |
CSWI | CSW INDUSTRIALS INC | $75,082 | +18.4% | 362 | 0.0% | 0.01% | +20.0% | |
DEO | DIAGEO PLCspon adr new | $72,247 | -2.4% | 496 | 0.0% | 0.01% | 0.0% | |
FSK | FS KKR CAP CORP | $79,880 | +1.4% | 4,000 | 0.0% | 0.01% | -14.3% | |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $73,209 | -72.0% | 1,087 | -71.9% | 0.01% | -73.9% |
REMX | VANECK ETF TRUSTrare earth/strtg | $73,245 | -7.2% | 1,190 | 0.0% | 0.01% | -14.3% | |
SBLK | STAR BULK CARRIERS CORP. | $63,780 | +10.3% | 3,000 | 0.0% | 0.01% | 0.0% | |
SNV | Sell | SYNOVUS FINL CORP | $69,427 | -6.5% | 1,844 | -31.0% | 0.01% | -16.7% |
SYY | Sell | SYSCO CORP | $65,086 | -19.7% | 890 | -27.5% | 0.01% | -28.6% |
SPOT | SPOTIFY TECHNOLOGY S A | $62,574 | +21.5% | 333 | 0.0% | 0.01% | +25.0% | |
STT | STATE STR CORP | $67,623 | +15.7% | 873 | 0.0% | 0.01% | 0.0% | |
SFM | Buy | SPROUTS FMRS MKT INC | $60,619 | +34.9% | 1,260 | +20.0% | 0.01% | +25.0% |
SON | SONOCO PRODS CO | $67,044 | +2.8% | 1,200 | 0.0% | 0.01% | -16.7% | |
IPAR | INTER PARFUMS INC | $68,405 | +7.2% | 475 | 0.0% | 0.01% | 0.0% | |
Sell | PROSHARES 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% | 350 | 0.0% | 0.01% | +25.0% | |
RA | BROOKFIELD REAL ASSETS INCOM | $64,050 | +4.6% | 5,000 | 0.0% | 0.01% | 0.0% | |
DLS | WISDOMTREE TRintl smcap div | $63,846 | +11.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
THOMSON REUTERS CORP. | $69,587 | +19.5% | 474 | 0.0% | 0.01% | 0.0% | ||
Sell | KYNDRYL HLDGS INC | $62,589 | +19.7% | 3,012 | -13.0% | 0.01% | +25.0% | |
IRDM | IRIDIUM COMMUNICATIONS INC | $65,856 | -9.5% | 1,600 | 0.0% | 0.01% | -16.7% | |
TPR | Sell | TAPESTRY INC | $66,258 | -4.0% | 1,800 | -25.0% | 0.01% | -16.7% |
USRT | ISHARES TRcre u s reit etf | $64,605 | +15.1% | 1,190 | 0.0% | 0.01% | 0.0% | |
WMB | WILLIAMS COS INC | $69,660 | +3.4% | 2,000 | 0.0% | 0.01% | -16.7% | |
IGSB | ISHARES TR | $61,530 | +2.9% | 1,200 | 0.0% | 0.01% | 0.0% | |
BFB | BROWN FORMAN CORPcl b | $62,810 | -1.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
EWA | ISHARES INCmsci aust etf | $58,173 | +13.2% | 2,390 | 0.0% | 0.01% | +25.0% | |
IHI | ISHARES TRu.s. med dvc etf | $63,253 | +11.3% | 1,172 | 0.0% | 0.01% | 0.0% | |
YNDX | YANDEX N V | $60,987 | +15.1% | 2,132 | 0.0% | 0.01% | 0.0% | |
EBC | EASTERN BANKSHARES INC | $63,900 | +13.2% | 4,500 | 0.0% | 0.01% | 0.0% | |
CSX | Sell | CSX CORP | $60,326 | -7.2% | 1,740 | -17.7% | 0.01% | -16.7% |
TDOC | Sell | TELADOC HEALTH INC | $61,633 | +15.1% | 2,860 | -0.7% | 0.01% | 0.0% |
INDB | INDEPENDENT BK CORP MASS | $62,520 | +34.1% | 950 | 0.0% | 0.01% | +25.0% | |
AGNC | AGNC INVT CORP | $68,670 | +3.9% | 7,000 | 0.0% | 0.01% | -16.7% | |
SCCO | SOUTHERN COPPER CORP | $63,692 | +14.3% | 740 | 0.0% | 0.01% | 0.0% | |
BRKL | BROOKLINE BANCORP INC DEL | $64,325 | +19.8% | 5,896 | 0.0% | 0.01% | 0.0% | |
EEMX | Sell | SPDR 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% | 2,704 | 0.0% | 0.01% | 0.0% | |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $47,910 | +6.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
CLX | Sell | CLOROX CO DEL | $52,045 | -84.8% | 365 | -86.0% | 0.00% | -86.2% |
IEMG | ISHARES INCcore msci emkt | $55,891 | +6.3% | 1,105 | 0.0% | 0.00% | -20.0% | |
CHX | CHAMPIONX CORPORATION | $56,434 | -18.0% | 1,932 | 0.0% | 0.00% | -33.3% | |
SPYD | SPDR SER TRprtflo s&p500 hi | $50,477 | +11.7% | 1,288 | 0.0% | 0.00% | 0.0% | |
PDT | HANCOCK JOHN PREM DIVID FD | $52,238 | +10.7% | 4,905 | 0.0% | 0.00% | 0.0% | |
ETN | EATON CORP PLC | $52,981 | +12.9% | 220 | 0.0% | 0.00% | 0.0% | |
WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $44,808 | – | 741 | +100.0% | 0.00% | – |
AFL | AFLAC INC | $47,850 | +7.5% | 580 | 0.0% | 0.00% | 0.0% | |
CHDN | CHURCHILL DOWNS INC | $48,574 | +16.3% | 360 | 0.0% | 0.00% | 0.0% | |
OMF | ONEMAIN HLDGS INC | $49,200 | +22.7% | 1,000 | 0.0% | 0.00% | +33.3% | |
WASH | WASHINGTON TR BANCORP INC | $53,718 | +23.0% | 1,659 | 0.0% | 0.00% | 0.0% | |
DGX | QUEST DIAGNOSTICS INC | $55,152 | +13.1% | 400 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. | $47,982 | -1.1% | 1,100 | 0.0% | 0.00% | 0.0% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $52,740 | +6.2% | 274 | -9.6% | 0.00% | 0.0% |
CDW | CDW CORP | $45,691 | +12.7% | 201 | 0.0% | 0.00% | +33.3% | |
IDXX | IDEXX LABS INC | $56,615 | +26.9% | 102 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARES TRglob hlthcre etf | $56,281 | +5.2% | 649 | 0.0% | 0.00% | -20.0% | |
MS | MORGAN STANLEY | $49,889 | +14.2% | 535 | 0.0% | 0.00% | 0.0% | |
CINF | Sell | CINCINNATI FINL CORP | $48,039 | -90.7% | 464 | -90.8% | 0.00% | -90.9% |
BLL | Sell | BALL CORP | $48,144 | -6.7% | 837 | -19.3% | 0.00% | 0.0% |
MELI | Sell | MERCADOLIBRE INC | $56,575 | -34.4% | 36 | -47.1% | 0.00% | -42.9% |
UTL | UNITIL CORP | $52,570 | +23.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
PAYC | PAYCOM SOFTWARE INC | $51,680 | -20.3% | 250 | 0.0% | 0.00% | -33.3% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $41,795 | +7.6% | 549 | 0.0% | 0.00% | 0.0% | |
KEY | New | KEYCORP | $34,805 | – | 2,417 | +100.0% | 0.00% | – |
ILMN | Buy | ILLUMINA INC | $39,405 | +28.7% | 283 | +26.9% | 0.00% | 0.0% |
FLBR | New | FRANKLIN TEMPLETON ETF TRftse brazil | $37,162 | – | 1,774 | +100.0% | 0.00% | – |
CIM | CHIMERA INVT CORP | $43,413 | -8.6% | 8,700 | 0.0% | 0.00% | -25.0% | |
ABNB | Buy | AIRBNB INC | $40,025 | +29.6% | 294 | +30.7% | 0.00% | 0.0% |
IIPR | INNOVATIVE INDL PPTYS INC | $42,849 | +33.3% | 425 | 0.0% | 0.00% | 0.0% | |
VYM | VANGUARD WHITEHALL FDShigh div yld | $33,489 | +8.0% | 300 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $39,287 | +13.1% | 129 | 0.0% | 0.00% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $42,993 | +14.9% | 466 | 0.0% | 0.00% | 0.0% | |
CB | CHUBB LIMITED | $39,550 | +8.6% | 175 | 0.0% | 0.00% | 0.0% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $40,613 | +15.3% | 1,425 | 0.0% | 0.00% | 0.0% | |
MLPA | GLOBAL X FDSglbl x mlp etf | $33,225 | -0.7% | 750 | 0.0% | 0.00% | 0.0% | |
AGG | ISHARES TRcore us aggbd et | $32,256 | +5.5% | 325 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $34,686 | +9.5% | 600 | 0.0% | 0.00% | 0.0% | |
VNQ | Sell | VANGUARD 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% | 146 | 0.0% | 0.00% | 0.0% | |
BXMT | BLACKSTONE MTG TR INC | $42,540 | -2.2% | 2,000 | 0.0% | 0.00% | -25.0% | |
DSI | ISHARES TRmsci kld400 soc | $36,420 | +11.8% | 400 | 0.0% | 0.00% | 0.0% | |
IEFA | ISHARES TRcore msci eafe | $37,567 | +9.3% | 534 | 0.0% | 0.00% | 0.0% | |
SHOP | Buy | SHOPIFY INCcl a | $34,821 | +112.7% | 447 | +49.0% | 0.00% | +200.0% |
THQ | ABRDN HEALTHCARE OPPORTUNITI | $36,220 | +6.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
ALL | ALLSTATE CORP | $41,994 | +25.6% | 300 | 0.0% | 0.00% | 0.0% | |
EINC | New | VANECK ETF TRUSTenergy incme et | $42,996 | – | 627 | +100.0% | 0.00% | – |
SLB | SCHLUMBERGER LTD | $41,632 | -10.7% | 800 | 0.0% | 0.00% | -25.0% | |
FNX | FIRST TR MID CAP CORE ALPHAD | $34,469 | +13.4% | 330 | 0.0% | 0.00% | 0.0% | |
VRSN | Buy | VERISIGN INC | $37,279 | +163.0% | 181 | +158.6% | 0.00% | +200.0% |
WBA | WALGREENS BOOTS ALLIANCE INC | $36,946 | +17.4% | 1,415 | 0.0% | 0.00% | 0.0% | |
LTHM | Buy | LIVENT CORP | $35,960 | +14.9% | 2,000 | +17.6% | 0.00% | 0.0% |
TROW | PRICE T ROWE GROUP INC | $43,076 | +2.7% | 400 | 0.0% | 0.00% | -25.0% | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $39,367 | +11.5% | 698 | 0.0% | 0.00% | 0.0% | |
MCN | MADISON COVERED CALL & EQUIT | $37,650 | +6.5% | 5,000 | 0.0% | 0.00% | 0.0% | |
MGNI | MAGNITE INC | $37,360 | +23.9% | 4,000 | 0.0% | 0.00% | 0.0% | |
XOP | SPDR SER TRs&p oilgas exp | $41,073 | -7.4% | 300 | 0.0% | 0.00% | -25.0% | |
FITB | FIFTH THIRD BANCORP | $42,457 | +36.2% | 1,231 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $39,306 | +14.1% | 470 | 0.0% | 0.00% | 0.0% | |
MAA | Sell | MID-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% | 1,000 | 0.0% | 0.00% | 0.0% | |
FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $34,118 | +10.3% | 700 | 0.0% | 0.00% | 0.0% | |
FDS | FACTSET RESH SYS INC | $40,549 | +9.1% | 85 | 0.0% | 0.00% | 0.0% | |
NTRS | Buy | NORTHERN TR CORP | $36,283 | +30.6% | 430 | +7.5% | 0.00% | +50.0% |
NRIM | NORTHRIM BANCORP INC | $37,187 | +44.4% | 650 | 0.0% | 0.00% | +50.0% | |
NOC | NORTHROP GRUMMAN CORP | $32,770 | +6.4% | 70 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGY LP | $40,162 | +7.1% | 2,150 | 0.0% | 0.00% | 0.0% | |
EXPD | Sell | EXPEDITORS INTL WASH INC | $34,344 | -65.6% | 270 | -69.0% | 0.00% | -66.7% |
ACV | VIRTUS DIVERSIFIED INCM & CO | $41,960 | +12.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
EXAS | Sell | EXACT SCIENCES CORP | $34,771 | -26.1% | 470 | -31.9% | 0.00% | -25.0% |
WCN | WASTE CONNECTIONS INC | $43,438 | +11.1% | 291 | 0.0% | 0.00% | 0.0% | |
ZROZ | PIMCO ETF TR25yr+ zero u s | $42,665 | +17.3% | 500 | 0.0% | 0.00% | 0.0% | |
VLY | VALLEY NATL BANCORP | $32,580 | +26.9% | 3,000 | 0.0% | 0.00% | +50.0% | |
BEN | FRANKLIN RESOURCES INC | $24,338 | +21.2% | 817 | 0.0% | 0.00% | 0.0% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $31,611 | +8.0% | 200 | 0.0% | 0.00% | -33.3% | |
UL | Sell | UNILEVER PLCspon adr new | $31,512 | -86.9% | 650 | -86.6% | 0.00% | -90.5% |
DEUS | DBX ETF TRxtrackers russel | $20,236 | +10.6% | 425 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $28,912 | +14.2% | 93 | 0.0% | 0.00% | 0.0% | |
EFG | ISHARES TReafe grwth etf | $28,087 | +12.2% | 290 | 0.0% | 0.00% | 0.0% | |
ICLR | Sell | ICON PLC | $26,042 | +11.3% | 92 | -3.2% | 0.00% | 0.0% |
SCZ | ISHARES TReafe sml cp etf | $19,127 | +9.6% | 309 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $27,241 | +9.4% | 360 | 0.0% | 0.00% | 0.0% | |
ICLN | Sell | ISHARES TRgl clean ene etf | $27,170 | -66.0% | 1,745 | -68.1% | 0.00% | -71.4% |
Sell | GE 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% | 500 | 0.0% | 0.00% | 0.0% | |
TXN | Sell | TEXAS INSTRS INC | $23,183 | -14.7% | 136 | -20.5% | 0.00% | 0.0% |
GGG | GRACO INC | $30,366 | +19.0% | 350 | 0.0% | 0.00% | 0.0% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $22,456 | +8.2% | 400 | 0.0% | 0.00% | 0.0% | |
RACE | FERRARI N V | $27,413 | +14.5% | 81 | 0.0% | 0.00% | 0.0% | |
CCI | Sell | CROWN CASTLE INC | $22,462 | +6.1% | 195 | -15.2% | 0.00% | 0.0% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $29,730 | +62.3% | 13 | +30.0% | 0.00% | 0.0% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $19,201 | +7.4% | 314 | 0.0% | 0.00% | 0.0% | |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $23,439 | +621.0% | 388 | +515.9% | 0.00% | – |
RY | ROYAL BK CDA | $30,339 | +15.7% | 300 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $23,465 | +28.6% | 31 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $19,288 | +3.0% | 1,781 | -6.2% | 0.00% | 0.0% |
RBLX | ROBLOX CORPcl a | $20,574 | +57.9% | 450 | 0.0% | 0.00% | +100.0% | |
EARN | ELLINGTON RESIDENTIAL MTG RE | $24,520 | -1.3% | 4,000 | 0.0% | 0.00% | 0.0% | |
FLTR | New | VANECK ETF TRUSTig floating rate | $27,740 | – | 1,103 | +100.0% | 0.00% | – |
GMRE | GLOBAL MED REIT INC | $22,200 | +23.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
GOLF | ACUSHNET HLDGS CORP | $31,585 | +19.1% | 500 | 0.0% | 0.00% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $24,440 | +13.4% | 650 | 0.0% | 0.00% | 0.0% | |
Sell | WOLFSPEED INC | $30,457 | +6.6% | 700 | -6.7% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $28,814 | +25.3% | 498 | 0.0% | 0.00% | 0.0% | |
CVGW | Sell | CALAVO GROWERS INC | $26,469 | -93.2% | 900 | -94.1% | 0.00% | -93.9% |
ISRG | INTUITIVE SURGICAL INC | $21,254 | +15.4% | 63 | 0.0% | 0.00% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL | $29,685 | -2.6% | 135 | 0.0% | 0.00% | -33.3% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $26,110 | +2.5% | 339 | 0.0% | 0.00% | 0.0% | |
VHT | Sell | VANGUARD 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% | 1,160 | 0.0% | 0.00% | -33.3% | |
AXP | Buy | AMERICAN EXPRESS CO | $29,038 | +194.9% | 155 | +134.8% | 0.00% | +100.0% |
GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $27,025 | +6.1% | 5,750 | 0.0% | 0.00% | 0.0% | |
LINDE PLC | $19,303 | +10.3% | 47 | 0.0% | 0.00% | 0.0% | ||
SQ | BLOCK INCcl a | $22,818 | +74.8% | 295 | 0.0% | 0.00% | +100.0% | |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $30,827 | -6.6% | 538 | -17.9% | 0.00% | -33.3% |
GS | Buy | GOLDMAN SACHS GROUP INC | $21,217 | +63.9% | 55 | +37.5% | 0.00% | +100.0% |
OXY | OCCIDENTAL PETE CORP | $23,884 | -8.0% | 400 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP | $24,902 | -11.8% | 309 | 0.0% | 0.00% | 0.0% | |
TGT | Sell | TARGET CORP | $28,484 | +14.5% | 200 | -11.1% | 0.00% | 0.0% |
LHX | L3HARRIS TECHNOLOGIES INC | $27,381 | +21.0% | 130 | 0.0% | 0.00% | 0.0% | |
LIBERTY MEDIA CORP DEL | $23,024 | +13.0% | 800 | 0.0% | 0.00% | 0.0% | ||
DLR | Buy | DIGITAL RLTY TR INC | $29,608 | +599.0% | 220 | +528.6% | 0.00% | – |
FTV | Sell | FORTIVE CORP | $29,452 | -33.8% | 400 | -33.3% | 0.00% | -50.0% |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $29,039 | -7.8% | 2,035 | 0.0% | 0.00% | -33.3% | |
QUS | SPDR SER TRmsci usa strtgic | $23,253 | +9.5% | 176 | 0.0% | 0.00% | 0.0% | |
JCPB | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $30,605 | +5.4% | 650 | 0.0% | 0.00% | 0.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $26,810 | +11.2% | 1,683 | 0.0% | 0.00% | 0.0% | |
LMT | LOCKHEED MARTIN CORP | $31,727 | +10.8% | 70 | 0.0% | 0.00% | 0.0% | |
TXRH | New | TEXAS ROADHOUSE INC | $20,779 | – | 170 | +100.0% | 0.00% | – |
ADSK | AUTODESK INC | $24,348 | +17.7% | 100 | 0.0% | 0.00% | 0.0% | |
FCOM | New | FIDELITY COVINGTON TRUST | $22,317 | – | 501 | +100.0% | 0.00% | – |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $22,571 | – | 282 | +100.0% | 0.00% | – |
XRAY | DENTSPLY SIRONA INC | $22,600 | +4.2% | 635 | 0.0% | 0.00% | 0.0% | |
JWA | Sell | WILEY 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% | 150 | 0.0% | 0.00% | 0.0% | |
SOFI | SOFI TECHNOLOGIES INC | $26,925 | +24.5% | 2,706 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $19,530 | +1.4% | 250 | 0.0% | 0.00% | 0.0% | |
CRL | Sell | CHARLES RIV LABS INTL INC | $26,240 | +0.7% | 111 | -16.5% | 0.00% | 0.0% |
SWBI | SMITH & WESSON BRANDS INC | $25,086 | +5.0% | 1,850 | 0.0% | 0.00% | 0.0% | |
Buy | VERALTO CORP | $18,920 | +1381.6% | 230 | +1433.3% | 0.00% | – | |
ASO | ACADEMY SPORTS & OUTDOORS IN | $6,600 | +39.6% | 100 | 0.0% | 0.00% | – | |
AMALGAMATED FINANCIAL CORP | $13,470 | +56.4% | 500 | 0.0% | 0.00% | 0.0% | ||
AVUV | AMERICAN CENTY ETF TRus sml cp valu | $9,878 | +15.2% | 110 | 0.0% | 0.00% | 0.0% | |
AEP | Sell | AMERICAN 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% | 1,000 | 0.0% | 0.00% | 0.0% | |
AMAT | APPLIED MATLS INC | $9,400 | +17.1% | 58 | 0.0% | 0.00% | 0.0% | |
ANET | ARISTA NETWORKS INC | $18,841 | +28.0% | 80 | 0.0% | 0.00% | 0.0% | |
AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $7,060 | +37.1% | 500 | 0.0% | 0.00% | – | |
Sell | ETERNA THERAPEUTICS INC | $15,336 | -25.7% | 8,544 | -9.8% | 0.00% | -50.0% | |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $17,491 | -54.3% | 45 | -48.3% | 0.00% | -66.7% |
C | Buy | CITIGROUP INC | $13,272 | +71.7% | 258 | +37.2% | 0.00% | 0.0% |
CLH | CLEAN HARBORS INC | $17,451 | +4.3% | 100 | 0.0% | 0.00% | 0.0% | |
COIN | Sell | COINBASE GLOBAL INC | $13,914 | -0.9% | 80 | -57.2% | 0.00% | 0.0% |
CRK | COMSTOCK RES INC | $10,620 | -19.8% | 1,200 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW | $6,795 | -5.0% | 150 | 0.0% | 0.00% | 0.0% | |
D | DOMINION ENERGY INC | $10,904 | +5.2% | 232 | 0.0% | 0.00% | 0.0% | |
DPZ | DOMINOS PIZZA INC | $12,367 | +8.8% | 30 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $8,883 | -11.5% | 2,750 | 0.0% | 0.00% | 0.0% | |
ERJ | EMBRAER S.A.sponsored ads | $6,642 | +34.5% | 360 | 0.0% | 0.00% | – | |
ENPH | ENPHASE ENERGY INC | $15,196 | +10.0% | 115 | 0.0% | 0.00% | 0.0% | |
EPAM | EPAM SYS INC | $9,812 | +16.3% | 33 | 0.0% | 0.00% | 0.0% | |
ES | Sell | EVERSOURCE ENERGY | $16,603 | -66.8% | 269 | -68.7% | 0.00% | -75.0% |
EXPO | EXPONENT INC | $9,684 | +2.8% | 110 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $13,782 | +6.6% | 80 | 0.0% | 0.00% | 0.0% | |
QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $15,814 | -1.1% | 375 | 0.0% | 0.00% | 0.0% | |
F | Sell | FORD MTR CO DEL | $16,570 | -31.7% | 1,359 | -30.5% | 0.00% | -50.0% |
Sell | GSK PLCsponsored adr | $18,493 | -84.6% | 499 | -84.9% | 0.00% | -90.0% | |
GPN | GLOBAL PMTS INC | $12,700 | +10.1% | 100 | 0.0% | 0.00% | 0.0% | |
GH | GUARDANT HEALTH INC | $10,009 | -8.7% | 370 | 0.0% | 0.00% | 0.0% | |
HAE | HAEMONETICS CORP MASS | $18,385 | -4.5% | 215 | 0.0% | 0.00% | -50.0% | |
HSY | Sell | HERSHEY CO | $13,983 | -30.1% | 75 | -25.0% | 0.00% | -50.0% |
HLT | HILTON WORLDWIDE HLDGS INC | $18,209 | +21.2% | 100 | 0.0% | 0.00% | 0.0% | |
IBN | Sell | ICICI BANK LIMITEDadr | $14,685 | -2.7% | 616 | -5.7% | 0.00% | 0.0% |
IMO | Sell | IMPERIAL 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% | 250 | 0.0% | 0.00% | 0.0% | |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $8,387 | +0.9% | 396 | 0.0% | 0.00% | 0.0% | |
TAN | Sell | INVESCO 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% | 200 | 0.0% | 0.00% | 0.0% | |
SHY | ISHARES TR1 3 yr treas bd | $6,481 | +1.3% | 79 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES TRus aer def etf | $15,192 | +19.5% | 120 | 0.0% | 0.00% | 0.0% | |
MCHI | ISHARES TRmsci china etf | $10,185 | -5.9% | 250 | 0.0% | 0.00% | 0.0% | |
EFAV | ISHARES TRmsci eafe min vl | $15,948 | +6.3% | 230 | 0.0% | 0.00% | 0.0% | |
LRGF | ISHARES TRu s equity factr | $16,902 | +11.5% | 350 | 0.0% | 0.00% | 0.0% | |
ESML | ISHARES TResg aware msci | $10,833 | +13.0% | 285 | 0.0% | 0.00% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N V | $7,442 | +17.0% | 319 | 0.0% | 0.00% | 0.0% | |
LH | Buy | LABORATORY CORP AMER HLDGS | $18,183 | +352.2% | 80 | +300.0% | 0.00% | – |
LIBERTY MEDIA CORP DEL | $7,478 | +16.5% | 200 | 0.0% | 0.00% | 0.0% | ||
LIBERTY MEDIA CORP DEL | $11,496 | +12.9% | 400 | 0.0% | 0.00% | 0.0% | ||
MSEX | MIDDLESEX WTR CO | $13,124 | -1.0% | 200 | 0.0% | 0.00% | 0.0% | |
MRNA | MODERNA INC | $10,343 | -3.7% | 104 | 0.0% | 0.00% | 0.0% | |
NEP | NEXTERA ENERGY PARTNERS LP | $15,205 | +2.4% | 500 | 0.0% | 0.00% | 0.0% | |
NBN | NORTHEAST BK LEWISTON ME | $11,314 | +25.1% | 205 | 0.0% | 0.00% | 0.0% | |
OMC | Sell | OMNICOM GROUP INC | $8,651 | -22.6% | 100 | -33.3% | 0.00% | 0.0% |
OGN | Sell | ORGANON & CO | $8,436 | -55.6% | 585 | -46.5% | 0.00% | -50.0% |
PPG | PPG INDS INC | $7,478 | +15.2% | 50 | 0.0% | 0.00% | 0.0% | |
PKG | PACKAGING CORP AMER | $12,707 | +6.1% | 78 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INCcl a | $9,260 | +37.0% | 250 | 0.0% | 0.00% | 0.0% | |
PCT | PURECYCLE TECHNOLOGIES INC | $10,125 | -27.8% | 2,500 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $7,446 | +17.0% | 100 | 0.0% | 0.00% | 0.0% | |
PSK | Sell | SPDR 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% | 125 | 0.0% | 0.00% | 0.0% | |
SPLG | SPDR SER TRportfolio s&p500 | $14,814 | +11.2% | 265 | 0.0% | 0.00% | 0.0% | |
SJNK | SPDR SER TRbloomberg sht te | $7,567 | +2.8% | 301 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFIsponsored adr | $14,919 | -7.3% | 300 | 0.0% | 0.00% | 0.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $13,638 | +5.9% | 100 | 0.0% | 0.00% | 0.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $18,999 | +7.5% | 300 | 0.0% | 0.00% | -50.0% | |
FOUR | SHIFT4 PMTS INCcl a | $18,213 | +34.3% | 245 | 0.0% | 0.00% | 0.0% | |
SJM | SMUCKER J M CO | $15,671 | +2.8% | 124 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $10,818 | +90.0% | 639 | 0.0% | 0.00% | – | |
SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $14,272 | -88.1% | 237 | -88.3% | 0.00% | -90.0% |
SONY | Sell | SONY GROUP CORPsponsored adr | $9,469 | -93.2% | 100 | -94.1% | 0.00% | -91.7% |
LUV | Buy | SOUTHWEST AIRLS CO | $17,703 | +244.2% | 613 | +222.6% | 0.00% | – |
SPPP | SPROTT PHYSICAL PLAT PALLADunit | $10,090 | -6.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $15,600 | -95.7% | 150 | -96.4% | 0.00% | -96.8% |
TREX | TREX CO INC | $8,279 | +34.3% | 100 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $18,088 | -8.1% | 400 | 0.0% | 0.00% | -50.0% | |
MTN | VAIL RESORTS INC | $10,674 | -3.8% | 50 | 0.0% | 0.00% | 0.0% | |
SMH | VANECK ETF TRUSTsemiconductr etf | $8,744 | +20.6% | 50 | 0.0% | 0.00% | 0.0% | |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,605 | +6.2% | 300 | 0.0% | 0.00% | 0.0% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,896 | +11.3% | 200 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $10,521 | +4.5% | 125 | 0.0% | 0.00% | 0.0% | |
Sell | WARNER BROS DISCOVERY INC | $18,254 | -0.9% | 1,604 | -5.5% | 0.00% | -50.0% | |
XYL | XYLEM INC | $6,862 | +25.6% | 60 | 0.0% | 0.00% | – | |
AON | AON PLC | $17,752 | -10.2% | 61 | 0.0% | 0.00% | -50.0% | |
ACGL | ARCH CAP GROUP LTDord | $14,928 | -6.8% | 201 | 0.0% | 0.00% | 0.0% | |
FERG | Sell | FERGUSON PLC NEW | $18,728 | -85.7% | 97 | -87.8% | 0.00% | -90.9% |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $14,028 | +21.6% | 700 | 0.0% | 0.00% | 0.0% | |
RNR | RENAISSANCERE HLDGS LTD | $16,660 | -1.0% | 85 | 0.0% | 0.00% | 0.0% | |
STE | STERIS PLC | $16,049 | +0.2% | 73 | 0.0% | 0.00% | 0.0% | |
UBS | New | UBS GROUP AG | $12,762 | – | 413 | +100.0% | 0.00% | – |
VFC | New | V F CORP | $7,520 | – | 400 | +100.0% | 0.00% | – |
FDL | New | FIRST TR MORNINGSTAR DIVID L | $7,894 | – | 220 | +100.0% | 0.00% | – |
SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $9,288 | – | 219 | +100.0% | 0.00% | – |
MDYV | New | SPDR SER TRs&p 400 mdcp val | $18,051 | – | 246 | +100.0% | 0.00% | – |
CNQ | New | CANADIAN NAT RES LTD | $11,400 | – | 174 | +100.0% | 0.00% | – |
New | KENVUE INC | $7,105 | – | 330 | +100.0% | 0.00% | – | |
FTNT | New | FORTINET INC | $10,009 | – | 171 | +100.0% | 0.00% | – |
FLAX | New | FRANKLIN TEMPLETON ETF TRfranklin asia | $17,261 | – | 809 | +100.0% | 0.00% | – |
VEGN | New | ETF SER SOLUTIONSus vegan climate | $10,085 | – | 234 | +100.0% | 0.00% | – |
USHY | New | ISHARES TRbroad usd high | $12,105 | – | 333 | +100.0% | 0.00% | – |
MU | New | MICRON TECHNOLOGY INC | $8,022 | – | 94 | +100.0% | 0.00% | – |
New | LIBERTY GLOBAL LTD | $17,149 | – | 920 | +100.0% | 0.00% | – | |
PZZA | New | PAPA JOHNS INTL INC | $12,197 | – | 160 | +100.0% | 0.00% | – |
ELF | New | E L F BEAUTY INC | $14,434 | – | 100 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $15,004 | – | 185 | +100.0% | 0.00% | – |
VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $18,539 | – | 101 | +100.0% | 0.00% | – |
CARA | Sell | CARA THERAPEUTICS INC | $2,601 | -90.3% | 3,500 | -78.1% | 0.00% | -100.0% |
RGR | STURM RUGER & CO INC | $4,545 | -12.8% | 100 | 0.0% | 0.00% | – | |
MTCH | MATCH GROUP INC NEW | $1,862 | -6.8% | 51 | 0.0% | 0.00% | – | |
LYFT | LYFT INC | $1,499 | +42.2% | 100 | 0.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC | $260 | +28.7% | 142 | 0.0% | 0.00% | – | |
LOB | LIVE OAK BANCSHARES INC | $2,275 | +57.1% | 50 | 0.0% | 0.00% | – | |
META | LISTED FD TRroundhill ball | $4,592 | +21.4% | 399 | 0.0% | 0.00% | – | |
MANU | MANCHESTER UTD PLC NEWord cl a | $204 | +3.0% | 10 | 0.0% | 0.00% | – | |
Exit | CELULARITY INC | $0 | – | -110 | -100.0% | 0.00% | – | |
BGS | B & G FOODS INC NEW | $3,150 | +6.2% | 300 | 0.0% | 0.00% | – | |
AKBA | AKEBIA THERAPEUTICS INC | $696 | +8.8% | 561 | 0.0% | 0.00% | – | |
AGI | Exit | ALAMOS GOLD INC NEW | $0 | – | -91 | -100.0% | 0.00% | – |
MPW | Buy | MEDICAL PPTYS TRUST INC | $4,075 | +49.5% | 830 | +66.0% | 0.00% | – |
CGC | Exit | CANOPY GROWTH CORP | $0 | – | -440 | -100.0% | 0.00% | – |
CABO | CABLE ONE INC | $557 | -9.6% | 1 | 0.0% | 0.00% | – | |
JNK | SPDR SER TRbloomberg high y | $758 | +4.8% | 8 | 0.0% | 0.00% | – | |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -32 | -100.0% | 0.00% | – |
KRE | SPDR SER TRs&p regl bkg | $3,985 | +25.5% | 76 | 0.0% | 0.00% | – | |
Sell | RIVIAN AUTOMOTIVE INC | $328 | -88.2% | 14 | -87.7% | 0.00% | – | |
RIOT | RIOT PLATFORMS INC | $619 | +66.0% | 40 | 0.0% | 0.00% | – | |
RVNC | REVANCE THERAPEUTICS INC | $4,395 | -23.4% | 500 | 0.0% | 0.00% | – | |
IPOS | RENAISSANCE CAP GREENWICH FDintntl ipo etf | $4,217 | +2.8% | 300 | 0.0% | 0.00% | – | |
RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -200 | -100.0% | 0.00% | – |
BFLY | BUTTERFLY NETWORK INC | $1,080 | -8.5% | 1,000 | 0.0% | 0.00% | – | |
MFMS | RBB FD INCmotley fool sml | $4,599 | +10.0% | 150 | 0.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP | $2,085 | +3.9% | 300 | 0.0% | 0.00% | – | |
PLUG | Sell | PLUG POWER INC | $3,870 | -52.0% | 860 | -18.9% | 0.00% | -100.0% |
SHAK | SHAKE SHACK INCcl a | $741 | +27.5% | 10 | 0.0% | 0.00% | – | |
SHCR | SHARECARE INC | $32 | +14.3% | 30 | 0.0% | 0.00% | – | |
BROOKFIELD ASSET MANAGMT LTD | $643 | +20.6% | 16 | 0.0% | 0.00% | – | ||
PCRX | PACIRA BIOSCIENCES INC | $3,509 | +10.0% | 104 | 0.0% | 0.00% | – | |
BROOKFIELD CORPcl a ltd vt sh | $2,648 | +28.3% | 66 | 0.0% | 0.00% | – | ||
BXP | BOSTON PROPERTIES INC | $3,509 | +18.0% | 50 | 0.0% | 0.00% | – | |
Exit | SNDL INC | $0 | – | -50 | -100.0% | 0.00% | – | |
BLDE | BLADE AIR MOBILITY INC | $3,970 | +36.3% | 1,125 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $204 | +28.3% | 2 | 0.0% | 0.00% | – | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $1,984 | +5.2% | 200 | 0.0% | 0.00% | – | |
Sell | ORION OFFICE REIT INC | $343 | -6.0% | 60 | -14.3% | 0.00% | – | |
Sell | ORGANIGRAM HLDGS INC | $328 | -13.5% | 250 | -12.3% | 0.00% | – | |
CMRE | COSTAMARE INC | $5,205 | +8.2% | 500 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,051 | -10.0% | 27 | 0.0% | 0.00% | – | |
BITF | BITFARMS LTD | $291 | +172.0% | 100 | 0.0% | 0.00% | – | |
OTLY | OATLY GROUP ABsponsored ads | $3,422 | +31.7% | 2,900 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $103 | -44.3% | 118 | 0.0% | 0.00% | – | |
MSTR | MICROSTRATEGY INCcl a new | $1,263 | +92.2% | 2 | 0.0% | 0.00% | – | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $805 | +14.7% | 5 | 0.0% | 0.00% | – | |
LIBERTY MEDIA CORP DEL | $3,655 | +14.5% | 100 | 0.0% | 0.00% | – | ||
LEVI | LEVI STRAUSS & CO NEW | $1,075 | +21.7% | 65 | 0.0% | 0.00% | – | |
KN | KNOWLES CORP | $806 | +21.0% | 45 | 0.0% | 0.00% | – | |
JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,434 | +9.0% | 136 | 0.0% | 0.00% | – | |
GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $6,018 | -10.9% | 300 | 0.0% | 0.00% | -100.0% | |
EFV | Exit | ISHARES TReafe value etf | $0 | – | -51 | -100.0% | 0.00% | – |
EMB | ISHARES TRjpmorgan usd emg | $2,939 | +7.9% | 33 | 0.0% | 0.00% | – | |
IYR | Sell | ISHARES TRu.s. real es etf | $3,291 | -94.4% | 36 | -95.2% | 0.00% | -100.0% |
IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -40 | -100.0% | 0.00% | – |
IGV | Exit | ISHARES TRexpanded tech | $0 | – | -15 | -100.0% | 0.00% | – |
FXI | Sell | ISHARES TRchina lg-cap etf | $1,922 | -54.7% | 80 | -50.0% | 0.00% | – |
TLRY | Exit | TILRAY BRANDS INC | $0 | – | -543 | -100.0% | 0.00% | – |
TOAST INCcl a | $3,652 | -2.5% | 200 | 0.0% | 0.00% | – | ||
ITOT | ISHARES TRcore s&p ttl stk | $4,104 | +11.7% | 39 | 0.0% | 0.00% | – | |
EWH | ISHARES INCmsci hong kg etf | $6,080 | +1.3% | 350 | 0.0% | 0.00% | -100.0% | |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -58 | -100.0% | 0.00% | – |
INVESTMENT MANAGERS SER TR Iaxs cannabis etf | $270 | -8.8% | 16 | 0.0% | 0.00% | – | ||
New | HUT 8 CORP | $267 | – | 20 | +100.0% | 0.00% | – | |
TWLO | TWILIO INCcl a | $3,111 | +29.6% | 41 | 0.0% | 0.00% | – | |
TWO HBRS INVT CORP | $348 | +5.1% | 25 | 0.0% | 0.00% | – | ||
PIO | INVESCO EXCH TRADED FD TR IIglobal water | $2,767 | +17.0% | 70 | 0.0% | 0.00% | – | |
PBE | INVESCO EXCHANGE TRADED FD Tbiotechnology | $3,292 | +15.4% | 50 | 0.0% | 0.00% | – | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $4,033 | +7.0% | 125 | 0.0% | 0.00% | – | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $4,260 | +14.4% | 70 | 0.0% | 0.00% | – | |
IEP | Sell | ICAHN ENTERPRISES LPdepositary unit | $69 | -95.4% | 4 | -94.7% | 0.00% | – |
HUT | Exit | HUT 8 MNG CORP | $0 | – | -100 | -100.0% | 0.00% | – |
HMC | Sell | HONDA MOTOR LTDadr ech cnv in 3 | $618 | -99.2% | 20 | -99.1% | 0.00% | -100.0% |
UNIT | UNITI GROUP INC | $3,757 | +22.5% | 650 | 0.0% | 0.00% | – | |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -30 | -100.0% | 0.00% | – |
BYND | BEYOND MEAT INC | $712 | -7.5% | 80 | 0.0% | 0.00% | – | |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -17 | -100.0% | 0.00% | – |
HP | Exit | HELMERICH & PAYNE INC | $0 | – | -125 | -100.0% | 0.00% | – |
ARKQ | ARK ETF TRautnmus technlgy | $1,039 | +10.1% | 18 | 0.0% | 0.00% | – | |
New | CANOPY GROWTH CORP | $338 | – | 66 | +100.0% | 0.00% | – | |
HL | HECLA MNG CO | $3,608 | +23.0% | 750 | 0.0% | 0.00% | – | |
PEAK | HEALTHPEAK PROPERTIES INC | $5,940 | +7.8% | 300 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC | $368 | +11.2% | 10 | 0.0% | 0.00% | – | |
HAL | Exit | HALLIBURTON CO | $0 | – | -53 | -100.0% | 0.00% | – |
HALEON PLCspon ads | $3,284 | -1.2% | 399 | 0.0% | 0.00% | – | ||
HPQ | Exit | HP INC | $0 | – | -3 | -100.0% | 0.00% | – |
HSBC | HSBC HLDGS PLCspon adr new | $6,081 | +2.7% | 150 | 0.0% | 0.00% | -100.0% | |
GPMT | GRANITE PT MTG TR INC | $107 | +21.6% | 18 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $347 | +10.5% | 100 | 0.0% | 0.00% | – | |
GDRX | GOODRX HLDGS INC | $1,280 | +19.1% | 191 | 0.0% | 0.00% | – | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $1,689 | +11.4% | 18 | 0.0% | 0.00% | – | |
GLOBAL X FDSgbl x blockchain | $1,156 | +98.3% | 25 | 0.0% | 0.00% | – | ||
GLOBAL X FDSsuperdividend | $2,052 | +2.9% | 91 | 0.0% | 0.00% | – | ||
GNOM | GLOBAL X FDSgenomic biotech | $1,734 | +13.6% | 150 | 0.0% | 0.00% | – | |
Sell | GINKGO BIOWORKS HOLDINGS INC | $169 | -87.1% | 100 | -86.2% | 0.00% | – | |
GM | GENERAL MTRS CO | $359 | +8.8% | 10 | 0.0% | 0.00% | – | |
GME | GAMESTOP CORP NEWcl a | $70 | +6.1% | 4 | 0.0% | 0.00% | – | |
GGN | GAMCO GLOBAL GOLD NAT RES & | $940 | +2.7% | 250 | 0.0% | 0.00% | – | |
VO | VANGUARD INDEX FDSmid cap etf | $5,351 | +11.7% | 23 | 0.0% | 0.00% | – | |
FCEL | Exit | FUELCELL ENERGY INC | $0 | – | -100 | -100.0% | 0.00% | – |
FORTREA HLDGS INC | $175 | +22.4% | 5 | 0.0% | 0.00% | – | ||
VB | VANGUARD INDEX FDSsmall cp etf | $853 | +12.8% | 4 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $1,558 | +79.5% | 50 | 0.0% | 0.00% | – | |
VCYT | VERACYTE INC | $1,376 | +23.2% | 50 | 0.0% | 0.00% | – | |
FREL | Exit | FIDELITY COVINGTON TRUSTmsci rl est etf | $0 | – | -182 | -100.0% | 0.00% | – |
VIACA | PARAMOUNT GLOBAL | $79 | +25.4% | 4 | 0.0% | 0.00% | – | |
FTCH | Exit | FARFETCH LTDord sh cl a | $0 | – | -200 | -100.0% | 0.00% | – |
FMC | FMC CORP | $4,098 | -5.9% | 65 | 0.0% | 0.00% | – | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,932 | -8.2% | 452 | 0.0% | 0.00% | – | |
VRM | VROOM INC | $301 | -46.2% | 500 | 0.0% | 0.00% | – | |
AOUT | AMERICAN OUTDOOR BRANDS INC | $3,881 | -14.1% | 462 | 0.0% | 0.00% | – | |
EXC | EXELON CORP | $5,385 | -5.0% | 150 | 0.0% | 0.00% | – | |
ETSY | Sell | ETSY INC | $6,079 | -37.2% | 75 | -50.0% | 0.00% | -100.0% |
BAX | BAXTER INTL INC | $1,933 | +2.4% | 50 | 0.0% | 0.00% | – | |
VOTE | TCW TRANSFORM ETF TRUSTtransfrm 500 etf | $2,781 | +11.5% | 50 | 0.0% | 0.00% | – | |
ERF | ENERPLUS CORP | $3,068 | -13.0% | 200 | 0.0% | 0.00% | – | |
ENB | ENBRIDGE INC | $1,773 | +8.6% | 49 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP | $38 | -92.1% | 2 | -93.8% | 0.00% | – | |
EA | ELECTRONIC ARTS INC | $1,505 | +13.7% | 11 | 0.0% | 0.00% | – | |
BBC | ETFIS SER TR Ivirtus lifesc ct | $2,445 | +24.6% | 100 | 0.0% | 0.00% | – | |
JETS | Sell | ETF SER SOLUTIONSus glb jets | $3,806 | -97.9% | 200 | -98.1% | 0.00% | -100.0% |
WST | WEST PHARMACEUTICAL SVSC INC | $2,465 | -6.1% | 7 | 0.0% | 0.00% | – | |
DAL | DELTA AIR LINES INC DEL | $4,828 | +8.7% | 120 | 0.0% | 0.00% | – | |
DNMR | DANIMER SCIENTIFIC INC | $408 | -50.7% | 400 | 0.0% | 0.00% | – | |
WOW | WIDEOPENWEST INC | $405 | -47.1% | 100 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $1,555 | +9.8% | 68 | 0.0% | 0.00% | – | |
DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -100 | -100.0% | 0.00% | – |
Exit | CREATIVE REALITIES INC | $0 | – | -1 | -100.0% | 0.00% | – | |
GLW | CORNING INC | $3,015 | -0.1% | 99 | 0.0% | 0.00% | – | |
WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -27 | -100.0% | 0.00% | – |
AAL | AMERICAN AIRLS GROUP INC | $5,496 | +7.3% | 400 | 0.0% | 0.00% | – | |
CPRT | COPART INC | $3,332 | +13.7% | 68 | 0.0% | 0.00% | – | |
CONTEXTLOGIC INCcl a new | $482 | +35.0% | 81 | 0.0% | 0.00% | – | ||
CONSTELLATION ENERGY CORP | $5,845 | +7.2% | 50 | 0.0% | 0.00% | – | ||
AMBA | Sell | AMBARELLA INC | $3,065 | -42.2% | 50 | -50.0% | 0.00% | – |
CMA | Exit | COMERICA INC | $0 | – | -95 | -100.0% | 0.00% | – |
NET | CLOUDFLARE INC | $6,245 | +32.1% | 75 | 0.0% | 0.00% | – | |
SAN | BANCO SANTANDER S.A.adr | $2,683 | +10.1% | 648 | 0.0% | 0.00% | – | |
CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -125 | -100.0% | 0.00% | – |
CC | CHEMOURS CO | $2,239 | +12.4% | 71 | 0.0% | 0.00% | – | |
WFRD | WEATHERFORD INTL PLC | $98 | +8.9% | 1 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $468 | -52.9% | 200 | 0.0% | 0.00% | – | |
LMNR | Exit | LIMONEIRA CO | $0 | – | -1,000 | -100.0% | -0.00% | – |
DBEU | Exit | DBX ETF TRxtrack msci eurp | $0 | – | -200 | -100.0% | -0.00% | – |
GNTX | Exit | GENTEX CORP | $0 | – | -300 | -100.0% | -0.00% | – |
NI | Exit | NISOURCE INC | $0 | – | -408 | -100.0% | -0.00% | – |
VMW | Exit | VMWARE INC | $0 | – | -65 | -100.0% | -0.00% | – |
FFIV | Exit | F5 INC | $0 | – | -70 | -100.0% | -0.00% | – |
ARL | Exit | AMERICAN RLTY INVS INC | $0 | – | -500 | -100.0% | -0.00% | – |
DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -113 | -100.0% | -0.00% | – |
ALE | Exit | ALLETE INC | $0 | – | -125 | -100.0% | -0.00% | – |
LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -920 | -100.0% | -0.00% | – |
PBRA | Exit | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $0 | – | -425 | -100.0% | -0.00% | – |
DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -585 | -100.0% | -0.00% | – |
AIN | Exit | ALBANY INTL CORPcl a | $0 | – | -225 | -100.0% | -0.00% | – |
MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -600 | -100.0% | -0.00% | – |
NUBD | Exit | NUSHARES ETF TRnuveen esg us | $0 | – | -900 | -100.0% | -0.00% | – |
FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -240 | -100.0% | -0.00% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -300 | -100.0% | -0.00% | – |
CI | Exit | THE CIGNA GROUP | $0 | – | -150 | -100.0% | -0.00% | – |
EXPI | Exit | EXP WORLD HLDGS INC | $0 | – | -2,600 | -100.0% | -0.00% | – |
IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -4,500 | -100.0% | -0.01% | – |
SHG | Exit | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $0 | – | -2,081 | -100.0% | -0.01% | – |
BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -651 | -100.0% | -0.01% | – |
TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -3,236 | -100.0% | -0.01% | – |
TLK | Exit | P T TELEKOMUNIKASI INDONESIAsponsored adr | $0 | – | -4,691 | -100.0% | -0.01% | – |
Exit | SK TELECOM LTDsponsored adr | $0 | – | -6,006 | -100.0% | -0.01% | – | |
GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -4,112 | -100.0% | -0.01% | – |
ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -22,745 | -100.0% | -0.01% | – |
MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -14,861 | -100.0% | -0.01% | – |
TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -14,500 | -100.0% | -0.01% | – |
FDD | Exit | FIRST TR STOXX EUROPEAN SELE | $0 | – | -14,782 | -100.0% | -0.01% | – |
HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -2,826 | -100.0% | -0.01% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -2,462 | -100.0% | -0.02% | – |
ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -13,768 | -100.0% | -0.02% | – |
IX | Exit | ORIX CORPsponsored adr | $0 | – | -1,975 | -100.0% | -0.02% | – |
PXF | Exit | INVESCO EXCH TRADED FD TR IIftse rafi dev | $0 | – | -4,600 | -100.0% | -0.02% | – |
CTLT | Exit | CATALENT INC | $0 | – | -5,072 | -100.0% | -0.02% | – |
SAP | Exit | SAP SEspon adr | $0 | – | -1,853 | -100.0% | -0.02% | – |
SCHF | Exit | SCHWAB 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
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 43 | Q4 2023 | 7.4% |
AMAZON COM INC | 43 | Q4 2023 | 6.2% |
Microsoft Corporation | 43 | Q4 2023 | 6.8% |
PEPSICO INC | 43 | Q4 2023 | 2.6% |
MERCK & CO. INC | 43 | Q4 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 43 | Q4 2023 | 3.2% |
Enterprise Products Partners | 43 | Q4 2023 | 2.8% |
VISA INC | 43 | Q4 2023 | 2.8% |
AMGEN INC | 43 | Q4 2023 | 2.3% |
SPDR GOLD TRUST | 43 | Q4 2023 | 2.8% |
View BALDWIN BROTHERS LLC/MA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-08 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-14 |
13F-HR | 2021-10-27 |
View BALDWIN BROTHERS LLC/MA'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.