$1.15 Billion is the total value of BALDWIN BROTHERS LLC/MA's 883 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 8.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $75,200,372 | +25.9% | 456,036 | -0.8% | 6.55% | +21.0% |
MSFT | Sell | MICROSOFT CORP | $64,222,285 | +19.3% | 222,762 | -0.7% | 5.60% | +14.7% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $39,882,525 | +16.9% | 384,484 | -0.6% | 3.48% | +12.3% |
AMZN | Buy | AMAZON COM INC | $38,258,203 | +26.8% | 370,396 | +3.1% | 3.33% | +21.8% |
PEP | Buy | PEPSICO INC | $29,873,842 | +7.2% | 163,872 | +6.3% | 2.60% | +3.0% |
COST | Sell | COSTCO WHSL CORP NEW | $27,275,679 | +8.0% | 54,895 | -0.7% | 2.38% | +3.8% |
V | Buy | VISA INC | $26,629,081 | +24.2% | 118,110 | +14.4% | 2.32% | +19.3% |
TIP | Buy | ISHARES TRtips bd etf | $24,274,625 | +7.1% | 220,178 | +3.4% | 2.12% | +3.0% |
NEE | Sell | NEXTERA ENERGY INC | $22,828,938 | -7.8% | 296,172 | -0.0% | 1.99% | -11.4% |
BX | Sell | BLACKSTONE INC | $21,297,159 | +17.1% | 242,454 | -1.1% | 1.86% | +12.6% |
MRK | Sell | MERCK & CO INC | $20,232,718 | -5.4% | 190,175 | -1.4% | 1.76% | -9.1% |
HUM | Buy | HUMANA INC | $19,939,784 | -2.3% | 41,074 | +3.1% | 1.74% | -6.1% |
DHR | Buy | DANAHER CORPORATION | $19,767,245 | -4.2% | 78,429 | +0.8% | 1.72% | -8.0% |
XOM | Sell | EXXON MOBIL CORP | $19,350,797 | -7.5% | 176,462 | -7.0% | 1.69% | -11.1% |
ADI | Sell | ANALOG DEVICES INC | $18,698,742 | +19.1% | 94,812 | -1.0% | 1.63% | +14.5% |
ACN | Sell | ACCENTURE PLC IRELAND | $17,979,133 | +6.6% | 62,906 | -0.5% | 1.57% | +2.4% |
NVDA | Sell | NVIDIA CORPORATION | $17,849,911 | +89.8% | 64,261 | -0.1% | 1.56% | +82.4% |
WM | Sell | WASTE MGMT INC DEL | $17,838,723 | +3.9% | 109,326 | -0.1% | 1.56% | -0.1% |
URI | Buy | UNITED RENTALS INC | $17,196,168 | +13.0% | 43,451 | +1.4% | 1.50% | +8.5% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $16,793,269 | +14.5% | 43,577 | +0.0% | 1.46% | +10.1% |
JNJ | Buy | JOHNSON & JOHNSON | $16,022,321 | -12.2% | 103,370 | +0.0% | 1.40% | -15.7% |
KLAC | Buy | KLA CORP | $15,673,410 | +5.9% | 39,265 | +0.0% | 1.37% | +1.8% |
SBUX | Sell | STARBUCKS CORP | $14,018,293 | +3.6% | 134,623 | -1.3% | 1.22% | -0.5% |
GLD | Buy | SPDR GOLD TR | $13,565,609 | +9.6% | 74,040 | +1.4% | 1.18% | +5.3% |
UNP | Sell | UNION PAC CORP | $13,395,664 | -2.9% | 66,559 | -0.1% | 1.17% | -6.6% |
HON | Buy | HONEYWELL INTL INC | $13,233,913 | -10.6% | 69,244 | +0.3% | 1.15% | -14.1% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,948,286 | +0.8% | 81,559 | +0.9% | 1.13% | -3.1% |
IAU | Sell | ISHARES GOLD TRishares new | $12,850,796 | +2.6% | 343,880 | -5.0% | 1.12% | -1.4% |
AMLP | Buy | ALPS ETF TRalerian mlp | $12,434,986 | +2.6% | 321,733 | +1.0% | 1.08% | -1.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $11,986,345 | -7.8% | 91,436 | -1.0% | 1.04% | -11.4% |
CVX | Sell | CHEVRON CORP NEW | $11,748,329 | -18.9% | 72,005 | -10.8% | 1.02% | -22.1% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $11,698,989 | +2.4% | 61,152 | +0.9% | 1.02% | -1.5% |
ZTS | Buy | ZOETIS INCcl a | $11,424,442 | +20.0% | 68,640 | +5.6% | 1.00% | +15.3% |
PNC | Sell | PNC FINL SVCS GROUP INC | $10,626,704 | -19.9% | 83,609 | -0.5% | 0.93% | -23.0% |
FISV | Sell | FISERV INC | $10,586,503 | +11.5% | 93,661 | -0.3% | 0.92% | +7.2% |
GRMN | Buy | GARMIN LTD | $10,546,544 | +14.9% | 104,504 | +5.1% | 0.92% | +10.5% |
CHD | Sell | CHURCH & DWIGHT CO INC | $10,502,220 | +9.4% | 118,790 | -0.3% | 0.92% | +5.1% |
ITW | Sell | ILLINOIS TOOL WKS INC | $10,274,606 | +10.2% | 42,204 | -0.3% | 0.90% | +5.9% |
REG | Buy | REGENCY CTRS CORP | $10,134,651 | +22.6% | 165,653 | +25.2% | 0.88% | +17.7% |
WAT | Sell | WATERS CORP | $10,024,271 | -10.1% | 32,375 | -0.5% | 0.87% | -13.6% |
GOOG | Buy | ALPHABET INCcap stk cl c | $9,937,683 | +17.4% | 95,555 | +0.2% | 0.87% | +12.8% |
PG | Sell | PROCTER AND GAMBLE CO | $9,911,105 | -1.9% | 66,656 | -0.0% | 0.86% | -5.7% |
PLD | Buy | PROLOGIS INC. | $8,586,796 | +11.3% | 68,821 | +0.6% | 0.75% | +6.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $8,241,724 | -0.1% | 211,924 | +1.2% | 0.72% | -4.0% |
JPM | Buy | JPMORGAN CHASE & CO | $8,176,822 | -1.5% | 62,749 | +1.3% | 0.71% | -5.3% |
FNV | Sell | FRANCO NEV CORP | $8,019,002 | +6.8% | 55,000 | -0.0% | 0.70% | +2.6% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $7,851,069 | +11.9% | 47,284 | +0.4% | 0.68% | +7.5% |
MDT | Sell | MEDTRONIC PLC | $7,611,415 | +0.5% | 94,411 | -3.1% | 0.66% | -3.5% |
IVV | Buy | ISHARES TRcore s&p500 etf | $7,493,166 | +9.7% | 18,228 | +2.5% | 0.65% | +5.3% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $7,179,014 | +9.1% | 277,182 | +1.6% | 0.63% | +4.9% |
DOV | Sell | DOVER CORP | $7,183,151 | +10.2% | 47,276 | -1.8% | 0.63% | +5.9% |
SCHW | Sell | SCHWAB CHARLES CORP | $6,998,968 | -37.1% | 133,619 | -0.1% | 0.61% | -39.6% |
GBCI | Sell | GLACIER BANCORP INC NEW | $6,803,351 | -15.1% | 161,946 | -0.1% | 0.59% | -18.3% |
MSCI | Buy | MSCI INC | $6,447,069 | +20.4% | 11,519 | +0.0% | 0.56% | +15.6% |
PAYX | Sell | PAYCHEX INC | $5,693,655 | -1.3% | 49,687 | -0.5% | 0.50% | -5.2% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,438,675 | +0.1% | 17,614 | +0.1% | 0.47% | -3.9% |
BAC | Sell | BANK AMERICA CORP | $5,153,091 | -14.1% | 180,178 | -0.6% | 0.45% | -17.5% |
NVS | Buy | NOVARTIS AGsponsored adr | $4,851,635 | +1.8% | 52,735 | +0.4% | 0.42% | -2.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $4,786,464 | +4.4% | 8,305 | -0.2% | 0.42% | +0.2% |
PYPL | Buy | PAYPAL HLDGS INC | $4,657,856 | +8.2% | 61,336 | +1.4% | 0.41% | +3.8% |
CF | Sell | CF INDS HLDGS INC | $4,467,269 | -17.7% | 61,626 | -3.3% | 0.39% | -20.9% |
NVO | Sell | NOVO-NORDISK A Sadr | $4,324,470 | +17.3% | 27,174 | -0.3% | 0.38% | +12.9% |
MO | Buy | ALTRIA GROUP INC | $4,198,628 | -2.3% | 94,097 | +0.1% | 0.37% | -6.2% |
ROP | Sell | ROPER TECHNOLOGIES INC | $4,135,012 | +2.0% | 9,383 | -0.0% | 0.36% | -2.2% |
PM | Buy | PHILIP MORRIS INTL INC | $3,917,053 | -3.4% | 40,278 | +0.5% | 0.34% | -7.3% |
MKC | Sell | MCCORMICK & CO INC | $3,828,418 | -0.6% | 46,009 | -1.0% | 0.33% | -4.3% |
ET | Buy | ENERGY TRANSFER L P | $3,687,741 | +11.2% | 295,729 | +5.8% | 0.32% | +6.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,652,245 | -6.9% | 16,405 | -0.2% | 0.32% | -10.7% |
TD | Sell | TORONTO DOMINION BK ONT | $3,454,852 | -7.6% | 57,677 | -0.1% | 0.30% | -11.2% |
SYK | Sell | STRYKER CORPORATION | $3,437,630 | +16.4% | 12,042 | -0.3% | 0.30% | +11.9% |
SYBT | STOCK YDS BANCORP INC | $3,410,318 | -15.1% | 61,848 | 0.0% | 0.30% | -18.4% | |
WY | Sell | WEYERHAEUSER CO MTN BE | $3,286,206 | -3.6% | 109,068 | -0.8% | 0.29% | -7.4% |
KO | Sell | COCA COLA CO | $3,243,425 | -3.1% | 52,288 | -0.6% | 0.28% | -6.9% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $3,125,919 | +7.9% | 57,610 | -0.2% | 0.27% | +3.4% |
PFE | Sell | PFIZER INC | $3,107,981 | -20.4% | 76,176 | -0.1% | 0.27% | -23.4% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,033,896 | -52.8% | 41,093 | -54.1% | 0.26% | -54.7% |
GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $3,001,797 | -41.3% | 29,976 | -41.6% | 0.26% | -43.5% |
VRTX | VERTEX PHARMACEUTICALS INC | $2,957,562 | +9.1% | 9,387 | 0.0% | 0.26% | +4.9% | |
AXSM | AXSOME THERAPEUTICS INC | $2,929,492 | -20.0% | 47,495 | 0.0% | 0.26% | -23.2% | |
GILD | Sell | GILEAD SCIENCES INC | $2,911,186 | -4.2% | 35,087 | -0.9% | 0.25% | -8.0% |
EL | Sell | LAUDER ESTEE COS INCcl a | $2,907,876 | -1.4% | 11,799 | -0.7% | 0.25% | -5.2% |
RMD | Sell | RESMED INC | $2,825,833 | +4.2% | 12,904 | -1.0% | 0.25% | 0.0% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,743,774 | +9.2% | 67,069 | +1.4% | 0.24% | +4.8% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $2,564,216 | +12.7% | 30,995 | +1.7% | 0.22% | +8.3% |
A | Sell | AGILENT TECHNOLOGIES INC | $2,539,784 | -9.2% | 18,359 | -1.7% | 0.22% | -13.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,433,005 | +22.3% | 5,943 | +14.3% | 0.21% | +17.8% |
TSLA | Buy | TESLA INC | $2,339,112 | +231.5% | 11,275 | +96.8% | 0.20% | +218.8% |
ABBV | ABBVIE INC | $2,303,534 | -1.4% | 14,454 | 0.0% | 0.20% | -5.2% | |
HIFS | Buy | HINGHAM INSTN SVGS MASS | $2,172,159 | -12.3% | 9,305 | +3.7% | 0.19% | -16.0% |
SBCF | Buy | SEACOAST BKG CORP FLA | $2,000,331 | -19.1% | 84,402 | +6.5% | 0.17% | -22.3% |
Buy | NUVECTIS PHARMA INC | $1,885,218 | +88.6% | 143,800 | +7.9% | 0.16% | +80.2% | |
TRP | Sell | TC ENERGY CORP | $1,885,805 | -2.6% | 48,469 | -0.2% | 0.16% | -6.8% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,799,171 | -3.3% | 21,721 | +2.1% | 0.16% | -7.1% |
TFX | Sell | TELEFLEX INCORPORATED | $1,733,907 | +0.4% | 6,845 | -1.0% | 0.15% | -3.8% |
LDP | Sell | COHEN & STEERS LTD DURATION | $1,715,708 | -6.4% | 96,172 | -0.2% | 0.15% | -9.6% |
XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $1,646,223 | -5.2% | 38,872 | +0.0% | 0.14% | -8.9% |
IDXX | Sell | IDEXX LABS INC | $1,632,261 | +16.4% | 3,264 | -5.0% | 0.14% | +11.8% |
FAST | Sell | FASTENAL CO | $1,603,203 | +12.1% | 29,722 | -1.6% | 0.14% | +7.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,580,341 | -12.5% | 3,344 | -1.8% | 0.14% | -15.9% |
HD | Sell | HOME DEPOT INC | $1,487,110 | -7.2% | 5,039 | -0.7% | 0.13% | -10.3% |
BLK | Sell | BLACKROCK INC | $1,357,644 | -8.5% | 2,029 | -3.1% | 0.12% | -12.6% |
EMR | EMERSON ELEC CO | $1,293,070 | -9.3% | 14,839 | 0.0% | 0.11% | -12.4% | |
SPGI | S&P GLOBAL INC | $1,234,276 | +2.9% | 3,580 | 0.0% | 0.11% | -0.9% | |
FB | Sell | META PLATFORMS INCcl a | $1,227,980 | +36.7% | 5,794 | -22.4% | 0.11% | +32.1% |
HRL | Sell | HORMEL FOODS CORP | $1,165,962 | -14.1% | 29,237 | -1.8% | 0.10% | -17.1% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,158,121 | +7.9% | 5,970 | -3.3% | 0.10% | +4.1% |
CVS | Buy | CVS HEALTH CORP | $1,098,525 | -17.0% | 14,783 | +4.1% | 0.10% | -20.0% |
AMGN | AMGEN INC | $1,101,655 | -8.0% | 4,557 | 0.0% | 0.10% | -11.9% | |
CNI | Sell | CANADIAN NATL RY CO | $1,100,778 | -1.6% | 9,331 | -0.9% | 0.10% | -5.0% |
BIIB | Sell | BIOGEN INC | $1,090,712 | -2.9% | 3,923 | -3.3% | 0.10% | -6.9% |
DIS | Sell | DISNEY WALT CO | $1,048,361 | +12.9% | 10,470 | -2.1% | 0.09% | +8.3% |
BCPC | Buy | BALCHEM CORP | $1,022,886 | +3.6% | 8,087 | +0.0% | 0.09% | -1.1% |
TRGP | TARGA RES CORP | $939,231 | -0.7% | 12,875 | 0.0% | 0.08% | -4.7% | |
INTC | Sell | INTEL CORP | $928,089 | +18.4% | 28,408 | -4.2% | 0.08% | +14.1% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $920,075 | -6.5% | 13,275 | -2.9% | 0.08% | -10.1% |
FDX | Sell | FEDEX CORP | $882,200 | +29.4% | 3,861 | -1.9% | 0.08% | +24.2% |
PRU | PRUDENTIAL FINL INC | $843,948 | -16.8% | 10,200 | 0.0% | 0.07% | -19.6% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $847,055 | +1.4% | 5,500 | 0.0% | 0.07% | -2.6% | |
APOLLO GLOBAL MGMT INC | $830,301 | -1.0% | 13,146 | 0.0% | 0.07% | -5.3% | ||
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $816,887 | +11.5% | 1,782 | +7.7% | 0.07% | +7.6% |
MMM | 3M CO | $808,401 | -12.3% | 7,691 | 0.0% | 0.07% | -16.7% | |
BK | Sell | BANK NEW YORK MELLON CORP | $795,927 | -1.9% | 17,516 | -1.7% | 0.07% | -6.8% |
ABT | Buy | ABBOTT LABS | $781,929 | -7.4% | 7,722 | +0.4% | 0.07% | -11.7% |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $765,105 | -10.6% | 500 | -15.5% | 0.07% | -14.1% |
CINF | Buy | CINCINNATI FINL CORP | $754,637 | +16.1% | 6,733 | +6.1% | 0.07% | +11.9% |
HCI | Sell | HCI GROUP INC | $735,928 | -59.7% | 13,730 | -70.2% | 0.06% | -61.2% |
BMO | BANK MONTREAL QUE | $712,880 | -1.6% | 8,000 | 0.0% | 0.06% | -6.1% | |
COP | Buy | CONOCOPHILLIPS | $696,950 | -15.7% | 7,025 | +0.2% | 0.06% | -18.7% |
KMB | Sell | KIMBERLY-CLARK CORP | $696,602 | -1.9% | 5,190 | -0.8% | 0.06% | -4.7% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $687,986 | -2.5% | 7,025 | +0.5% | 0.06% | -6.2% |
DE | DEERE & CO | $665,563 | -3.7% | 1,612 | 0.0% | 0.06% | -7.9% | |
APD | AIR PRODS & CHEMS INC | $670,349 | -6.8% | 2,334 | 0.0% | 0.06% | -10.8% | |
WFC | WELLS FARGO CO NEW | $655,085 | -9.5% | 17,525 | 0.0% | 0.06% | -13.6% | |
MCD | MCDONALDS CORP | $639,748 | +6.1% | 2,288 | 0.0% | 0.06% | +1.8% | |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $640,714 | +6.4% | 17,525 | 0.0% | 0.06% | +1.8% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $626,882 | +2.9% | 1,725 | -1.5% | 0.06% | 0.0% |
AWK | AMERICAN WTR WKS CO INC NEW | $627,124 | -3.9% | 4,281 | 0.0% | 0.06% | -6.8% | |
IJH | ISHARES TRcore s&p mcp etf | $609,140 | +3.4% | 2,435 | 0.0% | 0.05% | 0.0% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $612,181 | +10.1% | 15,153 | +6.3% | 0.05% | +6.0% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $611,241 | +7.6% | 13,532 | 0.0% | 0.05% | +1.9% | |
TJX | TJX COS INC NEW | $581,274 | -1.6% | 7,418 | 0.0% | 0.05% | -5.6% | |
IWR | ISHARES TRrus mid cap etf | $559,849 | +3.7% | 8,007 | 0.0% | 0.05% | 0.0% | |
INTU | Sell | INTUIT | $559,517 | +3.9% | 1,255 | -9.3% | 0.05% | 0.0% |
SO | SOUTHERN CO | $553,439 | -2.6% | 7,954 | 0.0% | 0.05% | -7.7% | |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $533,613 | +2.9% | 7,012 | 0.0% | 0.05% | 0.0% | |
SDY | SPDR SER TRs&p divid etf | $528,365 | -1.1% | 4,271 | 0.0% | 0.05% | -4.2% | |
GLP | GLOBAL PARTNERS LP | $527,340 | -10.8% | 17,000 | 0.0% | 0.05% | -14.8% | |
KNSL | KINSALE CAP GROUP INC | $525,263 | +14.8% | 1,750 | 0.0% | 0.05% | +9.5% | |
HLIO | HELIOS TECHNOLOGIES INC | $518,360 | +20.1% | 7,926 | 0.0% | 0.04% | +15.4% | |
TRV | Sell | TRAVELERS COMPANIES INC | $516,630 | -9.8% | 3,014 | -1.3% | 0.04% | -13.5% |
CVGW | Sell | CALAVO GROWERS INC | $516,134 | -3.6% | 17,940 | -1.5% | 0.04% | -8.2% |
FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $510,657 | +2.0% | 8,695 | -0.9% | 0.04% | 0.0% |
GSBD | GOLDMAN SACHS BDC INC | $510,387 | -0.5% | 37,391 | 0.0% | 0.04% | -6.4% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $509,305 | +3.2% | 7,305 | -1.4% | 0.04% | -2.2% |
TTC | TORO CO | $501,220 | -1.8% | 4,509 | 0.0% | 0.04% | -4.3% | |
CG | CARLYLE GROUP INC | $488,263 | +4.1% | 15,720 | 0.0% | 0.04% | 0.0% | |
EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $493,669 | +7.3% | 16,397 | +104.6% | 0.04% | +2.4% |
CAT | CATERPILLAR INC | $493,379 | -4.5% | 2,156 | 0.0% | 0.04% | -8.5% | |
VIS | VANGUARD WORLD FDSindustrial etf | $492,087 | +4.3% | 2,583 | 0.0% | 0.04% | 0.0% | |
AVGO | Buy | BROADCOM INC | $483,721 | +16.3% | 754 | +1.3% | 0.04% | +10.5% |
IJR | Buy | ISHARES TRcore s&p scp etf | $475,667 | +14.3% | 4,919 | +11.8% | 0.04% | +7.9% |
PGR | PROGRESSIVE CORP | $470,381 | +10.3% | 3,288 | 0.0% | 0.04% | +5.1% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.04% | -4.7% | |
UBER | Buy | UBER TECHNOLOGIES INC | $475,088 | +205.6% | 14,987 | +138.4% | 0.04% | +192.9% |
SUN | SUNOCO LP/SUNOCO FIN CORP | $460,845 | +1.8% | 10,500 | 0.0% | 0.04% | -2.4% | |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $462,461 | +18.1% | 1,441 | -2.0% | 0.04% | +11.1% |
LOW | LOWES COS INC | $452,332 | +0.4% | 2,262 | 0.0% | 0.04% | -4.9% | |
LLY | Sell | LILLY ELI & CO | $445,416 | -8.9% | 1,297 | -3.0% | 0.04% | -11.4% |
AMD | ADVANCED MICRO DEVICES INC | $451,728 | +51.3% | 4,609 | 0.0% | 0.04% | +44.4% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $438,309 | -4.0% | 2,145 | -0.4% | 0.04% | -7.3% |
IVE | Buy | ISHARES TRs&p 500 val etf | $435,248 | +7.3% | 2,868 | +2.6% | 0.04% | +2.7% |
CATC | CAMBRIDGE BANCORP | $441,421 | -22.0% | 6,811 | 0.0% | 0.04% | -25.5% | |
USB | US BANCORP DEL | $419,009 | -17.3% | 11,623 | 0.0% | 0.04% | -19.6% | |
IWP | ISHARES TRrus md cp gr etf | $424,202 | +8.9% | 4,659 | 0.0% | 0.04% | +5.7% | |
XBI | SPDR SER TRs&p biotech | $427,699 | -8.2% | 5,612 | 0.0% | 0.04% | -11.9% | |
ORCL | Sell | ORACLE CORP | $420,463 | +5.1% | 4,525 | -7.6% | 0.04% | +2.8% |
WELL | WELLTOWER INC | $408,633 | +9.4% | 5,700 | 0.0% | 0.04% | +5.9% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $414,226 | +15.8% | 2,770 | 0.0% | 0.04% | +12.5% | |
CLX | CLOROX CO DEL | $412,215 | +12.8% | 2,605 | 0.0% | 0.04% | +9.1% | |
DXCM | DEXCOM INC | $401,053 | +2.6% | 3,452 | 0.0% | 0.04% | 0.0% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $406,032 | +27.0% | 4,365 | +1.7% | 0.04% | +20.7% |
SNPS | SYNOPSYS INC | $401,700 | +21.0% | 1,040 | 0.0% | 0.04% | +16.7% | |
TT | TRANE TECHNOLOGIES PLC | $385,438 | +9.5% | 2,095 | 0.0% | 0.03% | +6.2% | |
DD | DUPONT DE NEMOURS INC | $374,711 | +4.6% | 5,221 | 0.0% | 0.03% | +3.1% | |
QCOM | QUALCOMM INC | $376,999 | +16.0% | 2,955 | 0.0% | 0.03% | +13.8% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $374,285 | +16.2% | 3,663 | +0.1% | 0.03% | +13.8% |
MUB | New | ISHARES TRnational mun etf | $378,167 | – | 3,510 | +100.0% | 0.03% | – |
MPLX | MPLX LP | $371,922 | +4.9% | 10,796 | 0.0% | 0.03% | 0.0% | |
CTAS | CINTAS CORP | $360,890 | +2.4% | 780 | 0.0% | 0.03% | -3.1% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $351,805 | +1.8% | 1,972 | -0.5% | 0.03% | 0.0% |
WES | WESTERN MIDSTREAM PARTNERS L | $353,042 | -1.8% | 13,388 | 0.0% | 0.03% | -6.1% | |
USMV | Buy | ISHARES TRmsci usa min vol | $338,565 | +27.0% | 4,654 | +25.9% | 0.03% | +25.0% |
IBB | ISHARES TRishares biotech | $339,691 | -1.6% | 2,630 | 0.0% | 0.03% | -3.2% | |
BNS | BANK NOVA SCOTIA HALIFAX | $342,448 | +2.8% | 6,800 | 0.0% | 0.03% | 0.0% | |
CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $328,277 | +10.4% | 7,679 | 0.0% | 0.03% | +7.4% | |
PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $332,438 | +4.9% | 26,659 | -1.1% | 0.03% | 0.0% |
CTLT | CATALENT INC | $333,281 | +46.0% | 5,072 | 0.0% | 0.03% | +38.1% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $325,686 | +0.9% | 6,806 | -5.6% | 0.03% | -3.4% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $324,653 | +19.4% | 1,741 | +1.2% | 0.03% | +12.0% |
MGM | Buy | MGM RESORTS INTERNATIONAL | $322,045 | +195.5% | 7,250 | +123.1% | 0.03% | +180.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $315,190 | +46.2% | 1,578 | +2.1% | 0.03% | +35.0% |
FLO | Sell | FLOWERS FOODS INC | $315,215 | -10.1% | 11,500 | -5.7% | 0.03% | -15.6% |
TTD | THE TRADE DESK INC | $310,032 | +35.9% | 5,090 | 0.0% | 0.03% | +28.6% | |
NKE | NIKE INCcl b | $299,977 | +4.8% | 2,446 | 0.0% | 0.03% | 0.0% | |
DOW | DOW INC | $289,724 | +8.8% | 5,285 | 0.0% | 0.02% | +4.2% | |
HASI | HANNON ARMSTRONG SUST INFR C | $289,375 | -1.3% | 10,118 | 0.0% | 0.02% | -7.4% | |
CL | Sell | COLGATE PALMOLIVE CO | $289,929 | -5.3% | 3,858 | -0.7% | 0.02% | -10.7% |
FRC | Sell | FIRST REP BK SAN FRANCISCO C | $273,085 | -97.6% | 19,520 | -79.3% | 0.02% | -97.7% |
IWF | ISHARES TRrus 1000 grw etf | $279,514 | +14.0% | 1,144 | 0.0% | 0.02% | +9.1% | |
HIMS | HIMS & HERS HEALTH INC | $273,842 | +54.8% | 27,605 | 0.0% | 0.02% | +50.0% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $270,696 | -8.5% | 1,960 | -7.0% | 0.02% | -11.1% |
NSC | Sell | NORFOLK SOUTHN CORP | $273,480 | -14.8% | 1,290 | -0.9% | 0.02% | -17.2% |
HEALTHCARE RLTY TR | $272,553 | +0.3% | 14,100 | 0.0% | 0.02% | -4.0% | ||
ASML | ASML HOLDING N V | $264,115 | +24.6% | 388 | 0.0% | 0.02% | +21.1% | |
UL | Buy | UNILEVER PLCspon adr new | $261,156 | +3.2% | 5,029 | +0.1% | 0.02% | 0.0% |
HUBS | HUBSPOT INC | $261,538 | +48.3% | 610 | 0.0% | 0.02% | +43.8% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $257,581 | +62.2% | 3,711 | +58.5% | 0.02% | +57.1% |
XAIR | Buy | BEYOND AIR INC | $256,500 | +41.2% | 38,000 | +35.7% | 0.02% | +37.5% |
SAP | Buy | SAP SEspon adr | $247,785 | +27.5% | 1,958 | +3.9% | 0.02% | +22.2% |
MCO | MOODYS CORP | $249,406 | +9.8% | 815 | 0.0% | 0.02% | +4.8% | |
CP | Buy | CANADIAN PAC RY LTD | $240,899 | +3.5% | 3,131 | +0.4% | 0.02% | 0.0% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $239,197 | +37.1% | 1,928 | +25.9% | 0.02% | +31.2% |
PWR | QUANTA SVCS INC | $233,296 | +16.9% | 1,400 | 0.0% | 0.02% | +11.1% | |
SUB | New | ISHARES TRshrt nat mun etf | $231,866 | – | 2,215 | +100.0% | 0.02% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $232,023 | – | 4,580 | +100.0% | 0.02% | – |
NFLX | NETFLIX INC | $231,126 | +17.2% | 669 | 0.0% | 0.02% | +11.1% | |
CSCO | Sell | CISCO SYS INC | $233,931 | +7.3% | 4,475 | -2.2% | 0.02% | 0.0% |
HDB | Sell | HDFC BANK LTDsponsored ads | $224,345 | -5.4% | 3,365 | -2.9% | 0.02% | -4.8% |
CTVA | CORTEVA INC | $226,404 | +2.6% | 3,754 | 0.0% | 0.02% | 0.0% | |
TMUS | T-MOBILE US INC | $231,744 | +3.5% | 1,600 | 0.0% | 0.02% | 0.0% | |
PSF | Sell | COHEN & STEERS SELECT PFD & | $215,987 | -12.1% | 11,933 | -9.1% | 0.02% | -13.6% |
PSX | PHILLIPS 66 | $217,257 | -2.6% | 2,143 | 0.0% | 0.02% | -5.0% | |
IRT | INDEPENDENCE RLTY TR INC | $220,028 | -4.9% | 13,726 | 0.0% | 0.02% | -9.5% | |
TFC | TRUIST FINL CORP | $223,560 | -20.8% | 6,556 | 0.0% | 0.02% | -26.9% | |
BP | Sell | BP PLCsponsored adr | $207,418 | +5.3% | 5,467 | -3.0% | 0.02% | 0.0% |
PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $202,676 | +6.1% | 4,600 | 0.0% | 0.02% | +5.9% | |
ANSS | ANSYS INC | $199,680 | +37.8% | 600 | 0.0% | 0.02% | +30.8% | |
JETS | ETF SER SOLUTIONSus glb jets | $196,845 | +9.1% | 10,566 | 0.0% | 0.02% | +6.2% | |
BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $195,324 | +3.6% | 2,537 | -15.1% | 0.02% | 0.0% |
DVY | Buy | ISHARES TRselect divid etf | $189,480 | +697.5% | 1,617 | +720.8% | 0.02% | +750.0% |
SNV | SYNOVUS FINL CORP | $190,252 | -17.9% | 6,171 | 0.0% | 0.02% | -19.0% | |
TEL | TE CONNECTIVITY LTD | $196,069 | +14.2% | 1,495 | 0.0% | 0.02% | +6.2% | |
IJS | ISHARES TRsp smcp600vl etf | $200,751 | +2.5% | 2,145 | 0.0% | 0.02% | -5.6% | |
IX | Sell | ORIX CORPsponsored adr | $182,792 | -0.2% | 2,227 | -2.1% | 0.02% | -5.9% |
DUK | DUKE ENERGY CORP NEW | $179,724 | -6.3% | 1,863 | 0.0% | 0.02% | -5.9% | |
GD | GENERAL DYNAMICS CORP | $185,535 | -8.0% | 813 | 0.0% | 0.02% | -11.1% | |
EFA | Buy | ISHARES TRmsci eafe etf | $169,145 | +22.4% | 2,365 | +12.4% | 0.02% | +15.4% |
IWD | ISHARES TRrus 1000 val etf | $168,552 | +0.4% | 1,107 | 0.0% | 0.02% | 0.0% | |
T | AT&T INC | $177,235 | +4.6% | 9,207 | 0.0% | 0.02% | 0.0% | |
OKE | ONEOK INC NEW | $174,163 | -3.3% | 2,741 | 0.0% | 0.02% | -6.2% | |
ORLY | OREILLY AUTOMOTIVE INC | $173,192 | +0.6% | 204 | 0.0% | 0.02% | -6.2% | |
GDX | Buy | VANECK ETF TRUSTgold miners etf | $169,514 | +377.0% | 5,240 | +322.6% | 0.02% | +400.0% |
FDD | FIRST TR STOXX EUROPEAN SELE | $172,432 | +2.7% | 14,782 | 0.0% | 0.02% | 0.0% | |
CME | CME GROUP INC | $168,538 | +13.9% | 880 | 0.0% | 0.02% | +15.4% | |
NOW | SERVICENOW INC | $164,976 | +19.7% | 355 | 0.0% | 0.01% | +7.7% | |
SCI | SERVICE CORP INTL | $161,633 | -0.5% | 2,350 | 0.0% | 0.01% | -6.7% | |
Sell | GENERAL ELECTRIC CO | $158,696 | +1.8% | 1,660 | -10.8% | 0.01% | 0.0% | |
ING | Buy | ING GROEP N.V.sponsored adr | $164,530 | +3.2% | 13,861 | +5.8% | 0.01% | 0.0% |
PROSHARES TRultrashrt s&p500 | $159,880 | -13.1% | 4,000 | 0.0% | 0.01% | -17.6% | ||
XME | SPDR SER TRs&p metals mng | $156,822 | +6.7% | 2,950 | 0.0% | 0.01% | +7.7% | |
BDX | Sell | BECTON DICKINSON & CO | $166,347 | -6.1% | 672 | -3.6% | 0.01% | -12.5% |
UNFI | UNITED NAT FOODS INC | $156,440 | -31.9% | 5,937 | 0.0% | 0.01% | -33.3% | |
CMI | CUMMINS INC | $156,228 | -1.4% | 654 | 0.0% | 0.01% | 0.0% | |
SLV | ISHARES SILVER TRishares | $163,533 | +0.5% | 7,393 | 0.0% | 0.01% | -6.7% | |
SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $163,579 | +0.7% | 2,018 | -0.8% | 0.01% | -6.7% |
MMC | MARSH & MCLENNAN COS INC | $152,560 | +0.6% | 916 | 0.0% | 0.01% | -7.1% | |
KMI | Buy | KINDER MORGAN INC DEL | $151,884 | -3.1% | 8,674 | +0.0% | 0.01% | -7.1% |
Buy | SHELL PLCspon ads | $151,100 | +2.4% | 2,626 | +1.3% | 0.01% | 0.0% | |
PLTK | PLAYTIKA HLDG CORP | $151,042 | +32.3% | 13,414 | 0.0% | 0.01% | +30.0% | |
PACW | Sell | PACWEST BANCORP DEL | $145,152 | -65.7% | 14,918 | -19.0% | 0.01% | -65.8% |
SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $154,105 | +17.8% | 1,700 | -0.9% | 0.01% | +8.3% |
GS | Buy | GOLDMAN SACHS GROUP INC | $152,106 | -2.4% | 465 | +2.4% | 0.01% | -7.1% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $149,135 | -0.4% | 1,430 | -2.1% | 0.01% | -7.1% |
VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $145,325 | +0.4% | 1,078 | +0.2% | 0.01% | 0.0% |
CRM | Buy | SALESFORCE INC | $136,649 | +54.1% | 684 | +2.2% | 0.01% | +50.0% |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $140,755 | +8.9% | 3,800 | +100.0% | 0.01% | 0.0% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $134,405 | -21.1% | 595 | -19.0% | 0.01% | -20.0% |
WTM | WHITE MTNS INS GROUP LTD | $137,749 | -2.6% | 100 | 0.0% | 0.01% | -7.7% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $135,339 | +2.7% | 3,570 | -5.3% | 0.01% | 0.0% |
CGNX | COGNEX CORP | $138,740 | +5.2% | 2,800 | 0.0% | 0.01% | 0.0% | |
BA | BOEING CO | $133,831 | +11.5% | 630 | 0.0% | 0.01% | +9.1% | |
MAA | Buy | MID-AMER APT CMNTYS INC | $134,022 | +113.3% | 887 | +121.8% | 0.01% | +100.0% |
VOO | Buy | VANGUARD INDEX FDS | $142,907 | +13.0% | 380 | +5.6% | 0.01% | +9.1% |
ZS | ZSCALER INC | $140,196 | +4.4% | 1,200 | 0.0% | 0.01% | 0.0% | |
WSO | WATSCO INC | $143,172 | +27.6% | 450 | 0.0% | 0.01% | +20.0% | |
GIS | GENERAL MLS INC | $141,436 | +1.9% | 1,655 | 0.0% | 0.01% | -7.7% | |
AXON | AXON ENTERPRISE INC | $123,668 | +35.5% | 550 | 0.0% | 0.01% | +37.5% | |
SYY | SYSCO CORP | $121,792 | +1.0% | 1,577 | 0.0% | 0.01% | 0.0% | |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $129,025 | +9.0% | 1,300 | +8.3% | 0.01% | 0.0% |
ECL | Sell | ECOLAB INC | $123,651 | -75.0% | 747 | -78.0% | 0.01% | -75.6% |
SRE | SEMPRA | $131,660 | -2.2% | 871 | 0.0% | 0.01% | -8.3% | |
SLVP | ISHARES INCmsci glb slv&mtl | $121,591 | +9.0% | 10,610 | 0.0% | 0.01% | +10.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $131,182 | +3.6% | 5,350 | 0.0% | 0.01% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $121,033 | +11.0% | 423 | 0.0% | 0.01% | +10.0% | |
ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $126,518 | -5.1% | 25,979 | -8.4% | 0.01% | -8.3% |
TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $127,460 | +13.1% | 4,674 | -1.1% | 0.01% | +10.0% |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $128,325 | -3.0% | 14,500 | 0.0% | 0.01% | -8.3% | |
SGOV | New | ISHARES TR0-3 mnth treasry | $125,725 | – | 1,250 | +100.0% | 0.01% | – |
MSM | MSC INDL DIRECT INCcl a | $121,800 | +2.8% | 1,450 | 0.0% | 0.01% | 0.0% | |
TCOM | Sell | TRIP COM GROUP LTDads | $121,900 | +6.5% | 3,236 | -2.8% | 0.01% | +10.0% |
CM | CANADIAN IMPERIAL BK COMM TO | $111,904 | +4.9% | 2,638 | 0.0% | 0.01% | 0.0% | |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $119,221 | -6.7% | 5,592 | 0.0% | 0.01% | -16.7% | |
OTIS | OTIS WORLDWIDE CORP | $112,252 | +7.8% | 1,330 | 0.0% | 0.01% | +11.1% | |
DXJ | WISDOMTREE TRjapn hedge eqt | $120,436 | +10.0% | 1,703 | 0.0% | 0.01% | 0.0% | |
Buy | GSK PLCsponsored adr | $118,624 | +576.5% | 3,334 | +568.1% | 0.01% | +400.0% | |
BLL | Sell | BALL CORP | $118,487 | +5.3% | 2,150 | -2.3% | 0.01% | 0.0% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $116,525 | +11.3% | 2,547 | +0.4% | 0.01% | +11.1% |
HESM | HESS MIDSTREAM LP | $115,760 | -3.3% | 4,000 | 0.0% | 0.01% | -9.1% | |
ARCC | ARES CAPITAL CORP | $109,650 | -1.1% | 6,000 | 0.0% | 0.01% | 0.0% | |
MDB | MONGODB INCcl a | $120,057 | +18.4% | 515 | 0.0% | 0.01% | +11.1% | |
WMT | WALMART INC | $109,998 | +4.0% | 746 | 0.0% | 0.01% | 0.0% | |
Buy | SK TELECOM LTDsponsored adr | $119,245 | +49.8% | 5,814 | +50.3% | 0.01% | +42.9% | |
FERG | Sell | FERGUSON PLC NEW | $105,529 | +4.5% | 789 | -0.8% | 0.01% | 0.0% |
IRDM | IRIDIUM COMMUNICATIONS INC | $99,088 | +20.5% | 1,600 | 0.0% | 0.01% | +28.6% | |
IRM | IRON MTN INC DEL | $106,243 | +6.1% | 2,008 | 0.0% | 0.01% | 0.0% | |
JACOBS SOLUTIONS INC | $105,759 | -2.1% | 900 | 0.0% | 0.01% | -10.0% | ||
SYNA | SYNAPTICS INC | $100,035 | +16.8% | 900 | 0.0% | 0.01% | +12.5% | |
TPR | TAPESTRY INC | $103,464 | +13.2% | 2,400 | 0.0% | 0.01% | +12.5% | |
TGT | Sell | TARGET CORP | $108,488 | -98.2% | 655 | -98.3% | 0.01% | -98.3% |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $108,442 | +2.5% | 2,643 | 0.0% | 0.01% | -10.0% | |
ICLN | ISHARES TRgl clean ene etf | $108,098 | -0.4% | 5,465 | 0.0% | 0.01% | -10.0% | |
REMX | VANECK ETF TRUSTrare earth/strtg | $99,364 | +7.1% | 1,218 | 0.0% | 0.01% | +12.5% | |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $103,848 | +278.4% | 1,131 | +277.0% | 0.01% | +350.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $101,309 | +139.9% | 1,220 | +138.3% | 0.01% | +125.0% |
ALL | ALLSTATE CORP | $88,648 | -18.3% | 800 | 0.0% | 0.01% | -20.0% | |
IPGP | IPG PHOTONICS CORP | $93,839 | +30.3% | 761 | 0.0% | 0.01% | +14.3% | |
CCJ | CAMECO CORP | $91,595 | +15.4% | 3,500 | 0.0% | 0.01% | +14.3% | |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $94,768 | -2.3% | 862 | -4.0% | 0.01% | -11.1% |
OKTA | Buy | OKTA INCcl a | $95,726 | +30.8% | 1,110 | +3.6% | 0.01% | +14.3% |
LDOS | LEIDOS HOLDINGS INC | $90,679 | -12.5% | 985 | 0.0% | 0.01% | -11.1% | |
EWJ | ISHARES INCmsci jpn etf new | $97,367 | +7.8% | 1,659 | 0.0% | 0.01% | 0.0% | |
EXPD | EXPEDITORS INTL WASH INC | $95,804 | +6.0% | 870 | 0.0% | 0.01% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $92,465 | +8.4% | 1,455 | 0.0% | 0.01% | 0.0% | |
TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $90,517 | +6.4% | 1,166 | 0.0% | 0.01% | 0.0% | |
MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $94,297 | -6.0% | 14,757 | -1.9% | 0.01% | -11.1% |
DEO | DIAGEO PLCspon adr new | $89,865 | +1.7% | 496 | 0.0% | 0.01% | 0.0% | |
AINV | MIDCAP FINANCIAL INVSTMNT CO | $94,996 | 0.0% | 8,333 | 0.0% | 0.01% | -11.1% | |
APPN | APPIAN CORPcl a | $88,760 | +36.3% | 2,000 | 0.0% | 0.01% | +33.3% | |
FND | FLOOR & DECOR HLDGS INCcl a | $93,898 | +41.1% | 956 | 0.0% | 0.01% | +33.3% | |
ATLASSIAN CORPORATIONcl a | $86,441 | +33.0% | 505 | 0.0% | 0.01% | +33.3% | ||
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $89,577 | +6.3% | 820 | 0.0% | 0.01% | 0.0% | |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $80,773 | +6.8% | 2,430 | +200.0% | 0.01% | 0.0% |
FLRN | Buy | SPDR SER TRbloomberg invt | $82,161 | +17.5% | 2,700 | +17.4% | 0.01% | +16.7% |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $76,073 | – | 1,160 | +100.0% | 0.01% | – |
STAG | STAG INDL INC | $84,550 | +4.7% | 2,500 | 0.0% | 0.01% | 0.0% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $78,100 | +3.4% | 10,000 | 0.0% | 0.01% | 0.0% | |
O | Buy | REALTY INCOME CORP | $84,216 | +15.5% | 1,330 | +15.7% | 0.01% | 0.0% |
TROW | Sell | PRICE T ROWE GROUP INC | $75,304 | -74.5% | 667 | -75.4% | 0.01% | -74.1% |
TDOC | TELADOC HEALTH INC | $74,592 | +9.5% | 2,880 | 0.0% | 0.01% | +16.7% | |
ED | CONSOLIDATED EDISON INC | $76,536 | +0.4% | 800 | 0.0% | 0.01% | 0.0% | |
PAYC | Buy | PAYCOM SOFTWARE INC | $76,003 | +22.5% | 250 | +25.0% | 0.01% | +16.7% |
CARA | Sell | CARA THERAPEUTICS INC | $78,643 | -58.2% | 16,017 | -8.6% | 0.01% | -58.8% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $84,005 | +1.4% | 1,102 | 0.0% | 0.01% | -12.5% | |
RA | BROOKFIELD REAL ASSETS INCOM | $82,250 | +1.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $82,764 | -12.3% | 900 | 0.0% | 0.01% | -22.2% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $75,926 | +2.4% | 525 | 0.0% | 0.01% | 0.0% | |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $80,299 | +3.3% | 716 | 0.0% | 0.01% | 0.0% | |
BNTX | Sell | BIONTECH SEsponsored ads | $80,099 | -17.7% | 643 | -0.8% | 0.01% | -22.2% |
FLNG | FLEX LNG LTD | $83,950 | +2.7% | 2,500 | 0.0% | 0.01% | 0.0% | |
Sell | KYNDRYL HLDGS INC | $81,032 | +31.1% | 5,490 | -1.3% | 0.01% | +16.7% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $71,639 | +7.4% | 351 | +0.6% | 0.01% | 0.0% |
NRZ | RITHM CAPITAL CORP | $68,000 | -2.1% | 8,500 | 0.0% | 0.01% | 0.0% | |
ABC | AMERISOURCEBERGEN CORP | $69,488 | -3.4% | 434 | 0.0% | 0.01% | -14.3% | |
IPAR | INTER PARFUMS INC | $67,564 | +47.4% | 475 | 0.0% | 0.01% | +50.0% | |
MFC | MANULIFE FINL CORP | $63,342 | +2.9% | 3,450 | 0.0% | 0.01% | 0.0% | |
IGM | ISHARES TRexpnd tec sc etf | $71,936 | +21.2% | 212 | 0.0% | 0.01% | +20.0% | |
BFB | Buy | BROWN FORMAN CORPcl b | $64,656 | +5.7% | 1,006 | +8.1% | 0.01% | 0.0% |
ILMN | ILLUMINA INC | $63,486 | +15.0% | 273 | 0.0% | 0.01% | +20.0% | |
CSX | CSX CORP | $67,904 | -3.4% | 2,268 | 0.0% | 0.01% | 0.0% | |
Buy | GREYSTONE HOUSING IMPACT INVben unit ctf | $73,552 | +0.4% | 4,254 | +1.0% | 0.01% | -14.3% | |
FIS | FIDELITY NATL INFORMATION SV | $73,346 | -19.9% | 1,350 | 0.0% | 0.01% | -25.0% | |
IYR | ISHARES TRu.s. real es etf | $63,760 | +0.8% | 751 | 0.0% | 0.01% | 0.0% | |
ESGV | VANGUARD WORLD FDesg us stk etf | $65,973 | +8.9% | 920 | 0.0% | 0.01% | +20.0% | |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $65,307 | -24.5% | 5,831 | -4.9% | 0.01% | -25.0% |
HMC | Sell | HONDA MOTOR LTD | $63,894 | +14.6% | 2,412 | -1.1% | 0.01% | +20.0% |
CHX | CHAMPIONX CORPORATION | $64,624 | -6.4% | 2,382 | 0.0% | 0.01% | 0.0% | |
SBLK | STAR BULK CARRIERS CORP. | $63,360 | +9.8% | 3,000 | 0.0% | 0.01% | +20.0% | |
ALB | ALBEMARLE CORP | $71,838 | +1.9% | 325 | 0.0% | 0.01% | 0.0% | |
UTF | COHEN & STEERS INFRASTRUCTUR | $65,978 | +1.7% | 2,704 | 0.0% | 0.01% | 0.0% | |
TRI | THOMSON REUTERS CORP. | $64,149 | +14.1% | 493 | 0.0% | 0.01% | +20.0% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $68,630 | +30.4% | 500 | 0.0% | 0.01% | +20.0% | |
STT | Sell | STATE STR CORP | $66,077 | -5.1% | 873 | -2.8% | 0.01% | 0.0% |
HAWX | New | ISHARES TRmsci acwi exus | $63,856 | – | 2,332 | +100.0% | 0.01% | – |
SON | SONOCO PRODS CO | $73,200 | +0.5% | 1,200 | 0.0% | 0.01% | -14.3% | |
LULU | Sell | LULULEMON ATHLETICA INC | $66,283 | -2.9% | 182 | -14.6% | 0.01% | 0.0% |
ES | EVERSOURCE ENERGY | $67,225 | -6.7% | 859 | 0.0% | 0.01% | -14.3% | |
QTEC | FIRST TR NASDAQ 100 TECH IND | $65,255 | +24.0% | 500 | 0.0% | 0.01% | +20.0% | |
SUSA | Sell | ISHARES TRmsci usa esg slc | $63,633 | -7.2% | 725 | -13.0% | 0.01% | 0.0% |
IHI | ISHARES TRu.s. med dvc etf | $68,663 | +2.7% | 1,272 | 0.0% | 0.01% | 0.0% | |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $69,700 | – | 1,070 | +100.0% | 0.01% | – |
FSK | FS KKR CAP CORP | $74,000 | +5.7% | 4,000 | 0.0% | 0.01% | 0.0% | |
JWA | WILEY JOHN & SONS INCcl a | $67,848 | -3.2% | 1,750 | 0.0% | 0.01% | 0.0% | |
Sell | MASTERBRAND INC | $65,888 | -0.5% | 8,195 | -6.6% | 0.01% | 0.0% | |
EXAS | Sell | EXACT SCIENCES CORP | $61,029 | +29.8% | 900 | -5.3% | 0.01% | +25.0% |
AGNC | AGNC INVT CORP | $60,480 | -2.6% | 6,000 | 0.0% | 0.01% | -16.7% | |
ANNALY CAPITAL MANAGEMENT IN | $57,330 | -9.3% | 3,000 | 0.0% | 0.01% | -16.7% | ||
BRKL | BROOKLINE BANCORP INC DEL | $61,908 | -25.8% | 5,896 | 0.0% | 0.01% | -37.5% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $60,930 | +6.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
GLW | CORNING INC | $56,413 | +10.5% | 1,599 | 0.0% | 0.01% | 0.0% | |
EBC | Sell | EASTERN BANKSHARES INC | $56,790 | -61.3% | 4,500 | -47.1% | 0.01% | -61.5% |
EQR | EQUITY RESIDENTIALsh ben int | $57,240 | +1.7% | 954 | 0.0% | 0.01% | 0.0% | |
PDT | HANCOCK JOHN PREM DIVID FD | $60,773 | -4.3% | 4,905 | 0.0% | 0.01% | -16.7% | |
INDB | INDEPENDENT BK CORP MASS | $62,339 | -22.3% | 950 | 0.0% | 0.01% | -28.6% | |
EWA | ISHARES INCmsci aust etf | $54,827 | +3.2% | 2,390 | 0.0% | 0.01% | 0.0% | |
USRT | ISHARES TRcre u s reit etf | $59,976 | +1.9% | 1,190 | 0.0% | 0.01% | 0.0% | |
IGSB | ISHARES TR | $60,648 | +1.4% | 1,200 | 0.0% | 0.01% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $53,913 | +4.5% | 1,105 | 0.0% | 0.01% | 0.0% | |
LRCX | LAM RESEARCH CORP | $57,253 | +26.1% | 108 | 0.0% | 0.01% | +25.0% | |
MS | MORGAN STANLEY | $51,802 | +3.3% | 590 | 0.0% | 0.01% | 0.0% | |
DGX | QUEST DIAGNOSTICS INC | $56,592 | -9.6% | 400 | 0.0% | 0.01% | -16.7% | |
PSK | SPDR SER TRice pfd sec etf | $55,185 | +3.5% | 1,625 | 0.0% | 0.01% | 0.0% | |
SPYD | SPDR SER TRprtflo s&p500 hi | $54,644 | -4.0% | 1,438 | 0.0% | 0.01% | 0.0% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $61,110 | +93.9% | 1,263 | +80.9% | 0.01% | +66.7% |
SHG | Sell | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $57,463 | -5.6% | 2,133 | -2.1% | 0.01% | -16.7% |
SCCO | SOUTHERN COPPER CORP | $56,425 | +26.3% | 740 | 0.0% | 0.01% | +25.0% | |
UTL | UNITIL CORP | $57,040 | +11.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
VHT | VANGUARD WORLD FDShealth car etf | $55,800 | -3.9% | 234 | 0.0% | 0.01% | 0.0% | |
WPC | WP CAREY INC | $61,960 | -0.9% | 800 | 0.0% | 0.01% | -16.7% | |
WASH | WASHINGTON TR BANCORP INC | $57,501 | -26.5% | 1,659 | 0.0% | 0.01% | -28.6% | |
WMB | WILLIAMS COS INC | $59,720 | -9.2% | 2,000 | 0.0% | 0.01% | -16.7% | |
DLS | WISDOMTREE TRintl smcap div | $60,940 | +5.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
YNDX | YANDEX N V | $52,185 | -2.6% | 2,132 | 0.0% | 0.01% | 0.0% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $45,756 | +34.2% | 303 | +10.6% | 0.00% | +33.3% |
IMO | IMPERIAL OIL LTD | $45,729 | +4.2% | 900 | 0.0% | 0.00% | 0.0% | |
WOLFSPEED INC | $48,713 | -5.9% | 750 | 0.0% | 0.00% | -20.0% | ||
PEG | PUBLIC SVC ENTERPRISE GRP IN | $41,467 | +1.9% | 664 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $42,583 | -10.3% | 660 | 0.0% | 0.00% | 0.0% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $40,165 | -3.1% | 549 | 0.0% | 0.00% | 0.0% | |
CSWI | CSW INDUSTRIALS INC | $50,293 | +19.8% | 362 | 0.0% | 0.00% | 0.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $48,931 | -7.4% | 1,415 | 0.0% | 0.00% | -20.0% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $45,794 | +3433.5% | 1,092 | +3312.5% | 0.00% | – |
VFH | VANGUARD WORLD FDSfinancials etf | $42,995 | -5.9% | 552 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $41,125 | +5.5% | 115 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $44,495 | +69.2% | 333 | 0.0% | 0.00% | +100.0% | |
SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $40,341 | -10.2% | 547 | -12.1% | 0.00% | 0.0% |
EBAY | EBAY INC. | $48,807 | +7.0% | 1,100 | 0.0% | 0.00% | 0.0% | |
CIM | CHIMERA INVT CORP | $49,068 | +2.5% | 8,700 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP | $40,902 | +6.1% | 600 | 0.0% | 0.00% | +33.3% | |
New | GE HEALTHCARE TECHNOLOGIES I | $50,613 | – | 617 | +100.0% | 0.00% | – | |
CHDN | CHURCHILL DOWNS INC | $46,269 | +21.6% | 180 | 0.0% | 0.00% | +33.3% | |
REGN | Sell | REGENERON PHARMACEUTICALS | $40,262 | -64.9% | 49 | -69.2% | 0.00% | -60.0% |
Buy | ETERNA THERAPEUTICS INC | $32,198 | +8.8% | 9,470 | +3.0% | 0.00% | 0.0% | |
MCN | MADISON COVERED CALL & EQUIT | $39,750 | +2.6% | 5,000 | 0.0% | 0.00% | -25.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $32,579 | +15.3% | 129 | 0.0% | 0.00% | 0.0% | |
MGNI | MAGNITE INC | $37,040 | -12.6% | 4,000 | 0.0% | 0.00% | -25.0% | |
CDW | CDW CORP | $39,173 | +9.1% | 201 | 0.0% | 0.00% | 0.0% | |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $31,650 | -33.8% | 300 | -32.1% | 0.00% | -25.0% |
CI | THE CIGNA GROUP | $39,607 | -22.9% | 155 | 0.0% | 0.00% | -40.0% | |
LQD | ISHARES TRiboxx inv cp etf | $32,883 | +4.0% | 300 | 0.0% | 0.00% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL | $30,235 | -19.5% | 135 | 0.0% | 0.00% | 0.0% | |
AGG | Sell | ISHARES TRcore us aggbd et | $32,383 | -15.9% | 325 | -18.1% | 0.00% | 0.0% |
CHWY | CHEWY INCcl a | $37,380 | +0.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
IEFA | Sell | ISHARES TRcore msci eafe | $35,698 | -20.2% | 534 | -26.4% | 0.00% | -25.0% |
TWO HBRS INVT CORP | $29,788 | -6.7% | 2,025 | 0.0% | 0.00% | 0.0% | ||
CCI | CROWN CASTLE INC | $30,783 | -1.3% | 230 | 0.0% | 0.00% | 0.0% | |
THQ | TEKLA HEALTHCARE OPPORTUNITI | $37,520 | -5.3% | 2,000 | 0.0% | 0.00% | -25.0% | |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $31,181 | +4.6% | 1,160 | 0.0% | 0.00% | 0.0% | |
SKT | TANGER FACTORY OUTLET CTRS I | $29,445 | +9.4% | 1,500 | 0.0% | 0.00% | +50.0% | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $33,537 | +5.6% | 2,035 | 0.0% | 0.00% | 0.0% | |
SFM | SPROUTS FMRS MKT INC | $36,782 | +8.2% | 1,050 | 0.0% | 0.00% | 0.0% | |
EARN | ELLINGTON RESIDENTIAL MTG RE | $29,200 | +6.4% | 4,000 | 0.0% | 0.00% | +50.0% | |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $30,896 | +39.0% | 961 | +47.8% | 0.00% | +50.0% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $34,954 | -4.7% | 270 | 0.0% | 0.00% | 0.0% | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $35,858 | +18.1% | 655 | 0.0% | 0.00% | 0.0% | |
CB | Buy | CHUBB LIMITED | $37,865 | -1.9% | 195 | +11.4% | 0.00% | -25.0% |
EXPI | EXP WORLD HLDGS INC | $32,994 | +14.5% | 2,600 | 0.0% | 0.00% | 0.0% | |
JCPB | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $30,804 | +3.2% | 650 | 0.0% | 0.00% | 0.0% | |
IIPR | INNOVATIVE INDL PPTYS INC | $32,296 | -25.0% | 425 | 0.0% | 0.00% | -25.0% | |
NEP | NEXTERA ENERGY PARTNERS LP | $30,375 | -13.3% | 500 | 0.0% | 0.00% | 0.0% | |
SLB | SCHLUMBERGER LTD | $39,280 | -8.2% | 800 | 0.0% | 0.00% | -25.0% | |
FDS | FACTSET RESH SYS INC | $35,283 | +3.5% | 85 | 0.0% | 0.00% | 0.0% | |
FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $31,913 | +4.4% | 700 | 0.0% | 0.00% | 0.0% | |
FITB | FIFTH THIRD BANCORP | $32,794 | -18.8% | 1,231 | 0.0% | 0.00% | -25.0% | |
NTRS | NORTHERN TR CORP | $35,252 | -0.4% | 400 | 0.0% | 0.00% | 0.0% | |
NRIM | NORTHRIM BANCORP INC | $30,667 | -13.5% | 650 | 0.0% | 0.00% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP | $32,320 | -15.4% | 70 | 0.0% | 0.00% | 0.0% | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $34,749 | +2.1% | 672 | 0.0% | 0.00% | 0.0% | |
XOP | SPDR SER TRs&p oilgas exp | $38,277 | -6.1% | 300 | 0.0% | 0.00% | -25.0% | |
RXRX | RECURSION PHARMACEUTICALS INcl a | $36,698 | -13.5% | 5,502 | 0.0% | 0.00% | -25.0% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $31,006 | +0.6% | 200 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $34,562 | +4.7% | 505 | 0.0% | 0.00% | 0.0% | |
DIAX | NUVEEN DOW 30 DYNMC OVERWRT | $38,051 | -5.4% | 2,592 | 0.0% | 0.00% | -25.0% | |
ETN | EATON CORP PLC | $37,695 | +9.2% | 220 | 0.0% | 0.00% | 0.0% | |
FNX | FIRST TR MID CAP CORE ALPHAD | $29,687 | +2.4% | 330 | 0.0% | 0.00% | 0.0% | |
RBCAA | Sell | REPUBLIC BANCORP INC KYcl a | $38,187 | -28.2% | 900 | -30.8% | 0.00% | -40.0% |
NS | NUSTAR ENERGY LP | $33,626 | -2.2% | 2,150 | 0.0% | 0.00% | 0.0% | |
AEP | AMERICAN ELEC PWR CO INC | $34,485 | -4.2% | 379 | 0.0% | 0.00% | 0.0% | |
OMF | ONEMAIN HLDGS INC | $37,080 | +11.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
MLPA | GLOBAL X FDSglbl x mlp etf | $31,200 | +0.7% | 750 | 0.0% | 0.00% | 0.0% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $36,338 | +24.1% | 1,425 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO | $32,411 | -26.7% | 1,378 | -13.0% | 0.00% | -25.0% |
COPX | New | GLOBAL X FDSglobal x copper | $38,710 | – | 1,000 | +100.0% | 0.00% | – |
GGG | GRACO INC | $32,855 | +8.6% | 450 | 0.0% | 0.00% | 0.0% | |
APAM | ARTISAN PARTNERS ASSET MGMTcl a | $31,980 | +7.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $31,290 | -2.1% | 3,000 | 0.0% | 0.00% | 0.0% | |
WCN | WASTE CONNECTIONS INC | $37,827 | +4.9% | 272 | 0.0% | 0.00% | 0.0% | |
LTHM | Buy | LIVENT CORP | $30,408 | +39.1% | 1,400 | +27.3% | 0.00% | +50.0% |
LMT | LOCKHEED MARTIN CORP | $37,818 | -2.8% | 80 | 0.0% | 0.00% | -25.0% | |
ACV | VIRTUS DIVERSIFIED INCM & CO | $38,620 | +4.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
BXMT | BLACKSTONE MTG TR INC | $35,700 | -15.7% | 2,000 | 0.0% | 0.00% | -25.0% | |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $31,596 | +65.8% | 146 | +53.7% | 0.00% | +50.0% |
BSX | Sell | BOSTON SCIENTIFIC CORP | $30,018 | -12.0% | 600 | -18.6% | 0.00% | 0.0% |
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $30,580 | – | 510 | +100.0% | 0.00% | – |
DSI | ISHARES TRmsci kld400 soc | $31,196 | +8.6% | 400 | 0.0% | 0.00% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $25,511 | -5.7% | 130 | 0.0% | 0.00% | 0.0% | |
EFG | ISHARES TReafe grwth etf | $27,167 | +11.8% | 290 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP | $25,245 | +7.1% | 309 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL | $22,392 | -28.5% | 800 | 0.0% | 0.00% | -33.3% | |
SCZ | ISHARES TReafe sml cp etf | $18,389 | +5.4% | 309 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC | $27,679 | +55.8% | 21 | 0.0% | 0.00% | 0.0% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $18,137 | -0.3% | 120 | 0.0% | 0.00% | 0.0% | |
NMRK | NEWMARK GROUP INCcl a | $26,274 | -11.2% | 3,711 | 0.0% | 0.00% | -33.3% | |
NUBD | NUSHARES ETF TRnuveen esg us | $20,115 | +2.7% | 900 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $18,868 | +15.7% | 200 | 0.0% | 0.00% | +100.0% | |
HSY | HERSHEY CO | $25,441 | +9.9% | 100 | 0.0% | 0.00% | 0.0% | |
ORA | ORMAT TECHNOLOGIES INC | $22,888 | -2.0% | 270 | 0.0% | 0.00% | 0.0% | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $17,584 | +31.6% | 2,081 | 0.0% | 0.00% | +100.0% | |
HAE | HAEMONETICS CORP MASS | $19,115 | +5.2% | 231 | 0.0% | 0.00% | 0.0% | |
MLPX | GLOBAL X FDSglb x mlp enrg i | $23,970 | -2.0% | 600 | 0.0% | 0.00% | 0.0% | |
GMRE | GLOBAL MED REIT INC | $18,220 | -3.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
PCT | PURECYCLE TECHNOLOGIES INC | $17,500 | +3.6% | 2,500 | 0.0% | 0.00% | 0.0% | |
RBLX | ROBLOX CORPcl a | $20,241 | +58.0% | 450 | 0.0% | 0.00% | +100.0% | |
RY | ROYAL BK CDA SUSTAINABL | $28,674 | +1.7% | 300 | 0.0% | 0.00% | -33.3% | |
BEN | FRANKLIN RESOURCES INC | $22,010 | +2.1% | 817 | 0.0% | 0.00% | 0.0% | |
F | Sell | FORD MTR CO DEL | $22,050 | -14.8% | 1,750 | -21.3% | 0.00% | 0.0% |
FYX | FIRST TR SML CP CORE ALPHA F | $19,344 | +2.7% | 240 | 0.0% | 0.00% | 0.0% | |
QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $24,809 | +10.7% | 475 | 0.0% | 0.00% | 0.0% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $22,178 | +20.1% | 150 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $17,400 | +45.2% | 80 | 0.0% | 0.00% | +100.0% | |
FCOR | FIDELITY MERRIMACK STR TRcorp bond etf | $23,060 | +2.9% | 500 | 0.0% | 0.00% | 0.0% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $21,143 | +0.2% | 283 | 0.0% | 0.00% | 0.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $20,307 | -4.0% | 300 | 0.0% | 0.00% | 0.0% | |
ENPH | ENPHASE ENERGY INC | $24,182 | -20.6% | 115 | 0.0% | 0.00% | -33.3% | |
FOUR | SHIFT4 PMTS INCcl a | $18,571 | +35.5% | 245 | 0.0% | 0.00% | +100.0% | |
SIX | SIX FLAGS ENTMT CORP NEW | $26,710 | +14.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
SWBI | SMITH & WESSON BRANDS INC | $19,696 | +41.8% | 1,600 | 0.0% | 0.00% | +100.0% | |
SJM | SMUCKER J M CO | $19,514 | -0.7% | 124 | 0.0% | 0.00% | 0.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $26,019 | +9.6% | 1,683 | 0.0% | 0.00% | 0.0% | |
SQ | BLOCK INCcl a | $20,252 | +9.2% | 295 | 0.0% | 0.00% | 0.0% | |
XRAY | DENTSPLY SIRONA INC | $24,943 | +23.4% | 635 | 0.0% | 0.00% | 0.0% | |
DEUS | Sell | DBX ETF TRxtrackers russel | $18,348 | -48.5% | 425 | -49.7% | 0.00% | -33.3% |
TXN | Buy | TEXAS INSTRS INC | $27,529 | +22.5% | 148 | +8.8% | 0.00% | 0.0% |
CMA | COMERICA INC | $17,368 | -35.0% | 400 | 0.0% | 0.00% | 0.0% | |
GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $28,118 | -3.6% | 5,750 | 0.0% | 0.00% | -33.3% | |
CRL | CHARLES RIV LABS INTL INC | $26,842 | -7.4% | 133 | 0.0% | 0.00% | -33.3% | |
VLY | VALLEY NATL BANCORP | $27,720 | -18.3% | 3,000 | 0.0% | 0.00% | -33.3% | |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $25,930 | +17.6% | 339 | +15.7% | 0.00% | 0.0% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $21,388 | +6.6% | 400 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $23,198 | +17.0% | 93 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $19,577 | -13.6% | 2,035 | 0.0% | 0.00% | 0.0% | |
WARNER BROS DISCOVERY INC | $28,131 | +59.3% | 1,863 | 0.0% | 0.00% | 0.0% | ||
ADSK | AUTODESK INC | $20,816 | +11.4% | 100 | 0.0% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $22,146 | +38.1% | 498 | 0.0% | 0.00% | +100.0% | |
AON | AON PLC | $20,494 | +5.0% | 65 | 0.0% | 0.00% | 0.0% | |
LBTYK | LIBERTY GLOBAL PLC | $18,750 | +4.9% | 920 | 0.0% | 0.00% | 0.0% | |
AIN | ALBANY INTL CORPcl a | $20,106 | -9.4% | 225 | 0.0% | 0.00% | 0.0% | |
ALC | Sell | ALCON AG | $17,635 | -46.5% | 250 | -48.0% | 0.00% | -33.3% |
ABNB | AIRBNB INC | $27,990 | +45.5% | 225 | 0.0% | 0.00% | 0.0% | |
GOLF | ACUSHNET HLDGS CORP | $25,470 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
RACE | FERRARI N V | $21,946 | +26.5% | 81 | 0.0% | 0.00% | 0.0% | |
USHY | New | ISHARES TRbroad usd high | $24,885 | – | 700 | +100.0% | 0.00% | – |
EWH | ISHARES INCmsci hong kg etf | $7,193 | -2.2% | 350 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $8,815 | +3.7% | 188 | 0.0% | 0.00% | 0.0% | |
New | LINDE PLC | $15,284 | – | 43 | +100.0% | 0.00% | – | |
CMG | CHIPOTLE MEXICAN GRILL INC | $17,083 | +23.1% | 10 | 0.0% | 0.00% | 0.0% | |
SHW | SHERWIN WILLIAMS CO | $15,734 | -5.3% | 70 | 0.0% | 0.00% | -50.0% | |
ALE | ALLETE INC | $12,874 | -0.2% | 200 | 0.0% | 0.00% | 0.0% | |
SJNK | New | SPDR SER TRbloomberg sht te | $7,477 | – | 301 | +100.0% | 0.00% | – |
SHOP | SHOPIFY INCcl a | $14,382 | +38.1% | 300 | 0.0% | 0.00% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $7,892 | +4.1% | 200 | 0.0% | 0.00% | 0.0% | |
ASO | ACADEMY SPORTS & OUTDOORS IN | $6,525 | +24.2% | 100 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $12,423 | -5.3% | 1,060 | 0.0% | 0.00% | 0.0% | |
IBN | Buy | ICICI BANK LIMITEDadr | $14,092 | +49.7% | 653 | +51.9% | 0.00% | 0.0% |
UNM | UNUM GROUP | $15,824 | -3.6% | 400 | 0.0% | 0.00% | 0.0% | |
MTN | VAIL RESORTS INC | $11,684 | -2.0% | 50 | 0.0% | 0.00% | 0.0% | |
OTLY | OATLY GROUP ABsponsored ads | $7,018 | +39.1% | 2,900 | 0.0% | 0.00% | – | |
SNAP | Buy | SNAP INCcl a | $7,163 | +28.9% | 639 | +2.9% | 0.00% | 0.0% |
SMH | New | VANECK ETF TRUSTsemiconductr etf | $6,580 | – | 25 | +100.0% | 0.00% | – |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,575 | +4.2% | 300 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $9,415 | +9.9% | 700 | 0.0% | 0.00% | 0.0% | |
SOFI | SOFI TECHNOLOGIES INC | $16,425 | +31.7% | 2,706 | 0.0% | 0.00% | 0.0% | |
NBN | NORTHEAST BK LEWISTON ME | $6,900 | -20.1% | 205 | 0.0% | 0.00% | 0.0% | |
ERJ | EMBRAER S.A.sponsored ads | $5,893 | +49.8% | 360 | 0.0% | 0.00% | – | |
VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $7,268 | – | 90 | +100.0% | 0.00% | – |
IVOV | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 val | $8,023 | +2.5% | 102 | +100.0% | 0.00% | 0.0% |
GNTX | GENTEX CORP | $16,818 | +2.8% | 600 | 0.0% | 0.00% | 0.0% | |
MSEX | MIDDLESEX WTR CO | $15,624 | -0.7% | 200 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARES TRglob hlthcre etf | $16,672 | -1.8% | 200 | 0.0% | 0.00% | -50.0% | |
SHY | New | ISHARES TR1 3 yr treas bd | $6,491 | – | 79 | +100.0% | 0.00% | – |
ON | New | ON SEMICONDUCTOR CORP | $8,232 | – | 100 | +100.0% | 0.00% | – |
ESML | ISHARES TResg aware msci | $9,687 | +3.4% | 285 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $6,183 | -3.3% | 190 | 0.0% | 0.00% | 0.0% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,190 | +9.9% | 200 | 0.0% | 0.00% | 0.0% | |
GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $6,036 | -5.2% | 300 | 0.0% | 0.00% | 0.0% | |
SPPP | SPROTT PHYSICAL PLAT PALLADunit | $12,210 | -10.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INCcl a | $6,818 | +12.3% | 250 | 0.0% | 0.00% | 0.0% | |
BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $8,237 | +206.3% | 396 | +202.3% | 0.00% | – |
NI | NISOURCE INC | $11,408 | +2.0% | 408 | 0.0% | 0.00% | 0.0% | |
FFIV | Sell | F5 INC | $10,198 | -45.3% | 70 | -46.2% | 0.00% | -50.0% |
MU | MICRON TECHNOLOGY INC | $9,534 | +20.7% | 158 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $9,680 | -17.4% | 2,750 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $14,087 | +11.5% | 100 | 0.0% | 0.00% | 0.0% | |
IEI | ISHARES TR3 7 yr treas bd | $10,000 | +2.4% | 85 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFIsponsored adr | $16,326 | +12.4% | 300 | 0.0% | 0.00% | 0.0% | |
RGR | STURM RUGER & CO INC | $5,744 | +13.5% | 100 | 0.0% | 0.00% | – | |
HMN | HORACE MANN EDUCATORS CORP N | $7,366 | -10.4% | 220 | 0.0% | 0.00% | 0.0% | |
DPZ | New | DOMINOS PIZZA INC | $9,896 | – | 30 | +100.0% | 0.00% | – |
D | DOMINION ENERGY INC | $12,971 | -8.8% | 232 | 0.0% | 0.00% | 0.0% | |
ORI | OLD REP INTL CORP | $6,243 | +3.4% | 250 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW | $11,337 | -17.7% | 224 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC | $14,793 | +2.9% | 70 | 0.0% | 0.00% | 0.0% | |
TFFP | TFF PHARMACEUTICALS INC | $6,853 | -34.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
FMC | FMC CORP | $7,938 | -2.1% | 65 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $7,682 | +6.3% | 220 | 0.0% | 0.00% | 0.0% | |
LRGF | Sell | ISHARES TRu s equity factr | $14,504 | -51.0% | 350 | -53.8% | 0.00% | -66.7% |
EXPO | EXPONENT INC | $10,966 | +0.6% | 110 | 0.0% | 0.00% | 0.0% | |
GPN | GLOBAL PMTS INC | $10,524 | +6.0% | 100 | 0.0% | 0.00% | 0.0% | |
PFF | ISHARES TRpfd and incm sec | $8,273 | +2.3% | 265 | 0.0% | 0.00% | 0.0% | |
VMW | VMWARE INC | $8,115 | +1.7% | 65 | 0.0% | 0.00% | 0.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $12,064 | +19.3% | 144 | 0.0% | 0.00% | 0.0% | |
ISRG | Sell | INTUITIVE SURGICAL INC | $16,095 | -89.7% | 63 | -89.3% | 0.00% | -92.9% |
EXC | EXELON CORP | $6,284 | -3.1% | 150 | 0.0% | 0.00% | 0.0% | |
DBEU | DBX ETF TRxtrack msci eurp | $7,324 | +9.6% | 200 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $11,849 | +1.1% | 125 | 0.0% | 0.00% | 0.0% | |
ICLR | ICON PLC | $15,806 | +10.0% | 74 | 0.0% | 0.00% | 0.0% | |
SLYV | SPDR SER TRs&p 600 smcp val | $9,523 | +2.6% | 125 | 0.0% | 0.00% | 0.0% | |
EFAV | Sell | ISHARES TRmsci eafe min vl | $15,560 | -42.8% | 230 | -46.3% | 0.00% | -50.0% |
MACK | MERRIMACK PHARMACEUTICALS IN | $6,145 | +7.2% | 500 | 0.0% | 0.00% | 0.0% | |
PEAK | HEALTHPEAK PROPERTIES INC | $6,591 | -12.4% | 300 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT IN | $14,000 | +0.4% | 200 | 0.0% | 0.00% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $8,226 | +3.9% | 50 | 0.0% | 0.00% | 0.0% | |
RVNC | REVANCE THERAPEUTICS INC | $16,105 | +74.5% | 500 | 0.0% | 0.00% | 0.0% | |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $13,888 | – | 585 | +100.0% | 0.00% | – |
ATOM | ATOMERA INC | $15,728 | +2.4% | 2,469 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $11,236 | -28.5% | 400 | 0.0% | 0.00% | 0.0% | |
ETSY | Buy | ETSY INC | $16,700 | +85.9% | 150 | +100.0% | 0.00% | 0.0% |
ANET | ARISTA NETWORKS INC | $13,429 | +38.3% | 80 | 0.0% | 0.00% | 0.0% | |
AMAT | APPLIED MATLS INC | $10,932 | +26.1% | 89 | 0.0% | 0.00% | 0.0% | |
EPAM | Sell | EPAM SYS INC | $9,867 | -28.3% | 33 | -21.4% | 0.00% | 0.0% |
ARI | APOLLO COML REAL EST FIN INC | $9,310 | -13.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
MRNA | MODERNA INC | $15,972 | -14.5% | 104 | 0.0% | 0.00% | -50.0% | |
DLN | New | WISDOMTREE TRus largecap divd | $8,166 | – | 132 | +100.0% | 0.00% | – |
GH | GUARDANT HEALTH INC | $8,673 | -13.8% | 370 | 0.0% | 0.00% | 0.0% | |
CRK | COMSTOCK RES INC | $12,948 | -21.3% | 1,200 | 0.0% | 0.00% | 0.0% | |
RNR | RENAISSANCERE HLDGS LTD | $17,029 | +8.7% | 85 | 0.0% | 0.00% | 0.0% | |
STE | STERIS PLC | $13,963 | +3.6% | 73 | 0.0% | 0.00% | 0.0% | |
XYL | XYLEM INC | $6,282 | -5.3% | 60 | 0.0% | 0.00% | 0.0% | |
PICK | ISHARES INCmsci gbl etf new | $7,860 | +4.2% | 184 | 0.0% | 0.00% | 0.0% | |
AXP | Buy | AMERICAN EXPRESS CO | $10,887 | +821.1% | 66 | +725.0% | 0.00% | – |
LMNR | LIMONEIRA CO | $16,660 | +36.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
AMBA | AMBARELLA INC | $7,742 | -5.8% | 100 | 0.0% | 0.00% | 0.0% | |
BXMX | NUVEEN S&P 500 BUY-WRITE INC | $13,888 | +3.5% | 1,061 | 0.0% | 0.00% | 0.0% | |
ACGL | New | ARCH CAP GROUP LTDord | $12,013 | – | 177 | +100.0% | 0.00% | – |
AVUV | AMERICAN CENTY ETF TRus sml cp valu | $8,147 | -0.6% | 110 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES TRus aer def etf | $13,810 | +2.9% | 120 | 0.0% | 0.00% | 0.0% | |
COIN | COINBASE GLOBAL INC | $12,636 | +90.9% | 187 | 0.0% | 0.00% | 0.0% | |
SPLG | SPDR SER TRportfolio s&p500 | $12,760 | +7.0% | 265 | 0.0% | 0.00% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $9,979 | -4.9% | 169 | 0.0% | 0.00% | 0.0% | |
PKG | Sell | PACKAGING CORP AMER | $10,829 | -45.7% | 78 | -50.0% | 0.00% | -50.0% |
HP | Buy | HELMERICH & PAYNE INC | $8,991 | -27.5% | 252 | +0.8% | 0.00% | 0.0% |
AAL | AMERICAN AIRLS GROUP INC | $5,900 | +16.0% | 400 | 0.0% | 0.00% | – | |
MCHI | Buy | ISHARES TRmsci china etf | $12,473 | +228.2% | 250 | +212.5% | 0.00% | – |
AMALGAMATED FINANCIAL CORP | $8,845 | -23.2% | 500 | 0.0% | 0.00% | 0.0% | ||
CLH | CLEAN HARBORS INC | $14,256 | +24.9% | 100 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $6,860 | -3.7% | 100 | 0.0% | 0.00% | 0.0% | |
TWLO | TWILIO INCcl a | $9,395 | +36.1% | 141 | 0.0% | 0.00% | 0.0% | |
JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,175 | +9.0% | 136 | 0.0% | 0.00% | – | |
META | LISTED FD TRroundhill ball | $3,743 | +30.6% | 399 | 0.0% | 0.00% | – | |
WST | WEST PHARMACEUTICAL SVSC INC | $2,425 | +47.2% | 7 | 0.0% | 0.00% | – | |
WOW | WIDEOPENWEST INC | $1,063 | +16.7% | 100 | 0.0% | 0.00% | – | |
ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -4 | -100.0% | 0.00% | – |
AOUT | AMERICAN OUTDOOR BRANDS INC | $3,936 | -1.8% | 400 | 0.0% | 0.00% | – | |
LGFA | New | LIONS GATE ENTMNT CORPcl a vtg | $554 | – | 50 | +100.0% | 0.00% | – |
WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $606 | -7.3% | 27 | 0.0% | 0.00% | – | |
KMX | Exit | CARMAX INC | $0 | – | -80 | -100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC | $144 | – | 2 | +100.0% | 0.00% | – |
HOG | HARLEY DAVIDSON INC | $380 | -8.7% | 10 | 0.0% | 0.00% | – | |
PCRX | PACIRA BIOSCIENCES INC | $4,244 | +5.7% | 104 | 0.0% | 0.00% | – | |
HAL | HALLIBURTON CO | $3,385 | -19.6% | 107 | 0.0% | 0.00% | – | |
HALEON PLCspon ads | $3,248 | +1.8% | 399 | 0.0% | 0.00% | – | ||
HPQ | HP INC | $88 | +8.6% | 3 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $5,120 | +9.5% | 150 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC | $2,620 | +42.9% | 231 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,107 | -0.5% | 27 | 0.0% | 0.00% | – | |
RIOT | New | RIOT PLATFORMS INC | $400 | – | 40 | +100.0% | 0.00% | – |
Buy | RIVIAN AUTOMOTIVE INC | $4,087 | -11.3% | 264 | +5.6% | 0.00% | – | |
OXY | OCCIDENTAL PETE CORP | $4,682 | -0.9% | 75 | 0.0% | 0.00% | – | |
MANU | MANCHESTER UTD PLC NEWord cl a | $222 | -4.7% | 10 | 0.0% | 0.00% | – | |
FCEL | FUELCELL ENERGY INC | $285 | +2.5% | 100 | 0.0% | 0.00% | – | |
KRE | SPDR SER TRs&p regl bkg | $4,430 | -25.3% | 101 | 0.0% | 0.00% | -100.0% | |
HUT | New | HUT 8 MNG CORP | $185 | – | 100 | +100.0% | 0.00% | – |
AKBA | AKEBIA THERAPEUTICS INC | $314 | -3.1% | 561 | 0.0% | 0.00% | – | |
FBP | FIRST BANCORP P R | $3,997 | -10.2% | 350 | 0.0% | 0.00% | – | |
JNK | SPDR SER TRbloomberg high y | $743 | +3.2% | 8 | 0.0% | 0.00% | – | |
KOMP | SPDR SER TRs&p kensho new | $1,580 | +8.3% | 37 | 0.0% | 0.00% | – | |
FTCH | FARFETCH LTDord sh cl a | $982 | +3.8% | 200 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $143 | -43.9% | 118 | 0.0% | 0.00% | – | |
IR | INGERSOLL RAND INC | $1,280 | +11.3% | 22 | 0.0% | 0.00% | – | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $3,735 | +3.5% | 70 | 0.0% | 0.00% | – | |
PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $3,138 | -1.2% | 50 | 0.0% | 0.00% | – | |
PIO | INVESCO EXCH TRADED FD TR IIglobal water | $2,449 | +7.1% | 70 | 0.0% | 0.00% | – | |
KN | KNOWLES CORP | $765 | +3.5% | 45 | 0.0% | 0.00% | – | |
PHG | Sell | KONINKLIJKE PHILIPS N V | $5,615 | -87.8% | 306 | -90.0% | 0.00% | -100.0% |
VOTE | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $2,380 | +7.6% | 50 | 0.0% | 0.00% | – | |
ERF | ENERPLUS CORP | $2,882 | -18.4% | 200 | 0.0% | 0.00% | – | |
SHAK | SHAKE SHACK INCcl a | $555 | +33.7% | 10 | 0.0% | 0.00% | – | |
SHCR | New | SHARECARE INC | $43 | – | 30 | +100.0% | 0.00% | – |
LEVI | LEVI STRAUSS & CO NEW | $1,185 | +17.4% | 65 | 0.0% | 0.00% | – | |
FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -60 | -100.0% | 0.00% | – |
EUFN | Sell | ISHARES TRmsci euro fl etf | $3,534 | -38.0% | 189 | -41.8% | 0.00% | -100.0% |
ARKG | ARK ETF TRgenomic rev etf | $902 | +6.5% | 30 | 0.0% | 0.00% | – | |
ENB | ENBRIDGE INC | $1,866 | -2.5% | 49 | 0.0% | 0.00% | – | |
EMBECTA CORP | $900 | +11.2% | 32 | 0.0% | 0.00% | – | ||
SONO | New | SONOS INC | $1,472 | – | 75 | +100.0% | 0.00% | – |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -75 | -100.0% | 0.00% | – |
CMRE | COSTAMARE INC | $4,705 | +1.4% | 500 | 0.0% | 0.00% | – | |
EA | ELECTRONIC ARTS INC | $1,325 | -1.4% | 11 | 0.0% | 0.00% | – | |
HACK | ETF MANAGERS TRprime cybr scrty | $3,013 | +8.6% | 63 | 0.0% | 0.00% | – | |
BBC | ETFIS SER TR Ivirtus lifesc ct | $2,192 | -12.3% | 100 | 0.0% | 0.00% | – | |
EOG | EOG RES INC | $688 | -11.5% | 6 | 0.0% | 0.00% | – | |
DIGITAL WORLD ACQUISITION CO | $478 | -6.3% | 34 | 0.0% | 0.00% | – | ||
ARKQ | ARK ETF TRautnmus technlgy | $905 | +22.6% | 18 | 0.0% | 0.00% | – | |
DNMR | DANIMER SCIENTIFIC INC | $1,380 | +92.7% | 400 | 0.0% | 0.00% | – | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $597 | +14.6% | 5 | 0.0% | 0.00% | – | |
MSTR | New | MICROSTRATEGY INCcl a new | $585 | – | 2 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $1,738 | -3.6% | 68 | 0.0% | 0.00% | – | |
DBEF | DBX ETF TRxtrack msci eafe | $3,520 | +9.2% | 100 | 0.0% | 0.00% | – | |
New | INVESTMENT MANAGERS SER TR Iaxs cannabis etf | $344 | – | 160 | +100.0% | 0.00% | – | |
CPRT | COPART INC | $2,557 | +23.5% | 34 | 0.0% | 0.00% | – | |
TER | TERADYNE INC | $4,408 | +23.1% | 41 | 0.0% | 0.00% | – | |
WISH | CONTEXTLOGIC INC | $1,070 | -8.5% | 2,400 | 0.0% | 0.00% | – | |
CONSTELLATION ENERGY CORP | $3,925 | -9.0% | 50 | 0.0% | 0.00% | – | ||
Exit | VICTORIAS SECRET AND CO | $0 | – | -3 | -100.0% | 0.00% | – | |
CFLT | CONFLUENT INC | $4,814 | +8.2% | 200 | 0.0% | 0.00% | – | |
CONFORMIS INC | $322 | -51.5% | 200 | 0.0% | 0.00% | – | ||
ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | 0.00% | – |
TLRY | TILRAY BRANDS INC | $1,111 | -5.9% | 439 | 0.0% | 0.00% | – | |
TOAST INCcl a | $3,550 | -1.6% | 200 | 0.0% | 0.00% | – | ||
NET | New | CLOUDFLARE INC | $4,625 | – | 75 | +100.0% | 0.00% | – |
TREX | TREX CO INC | $4,867 | +15.0% | 100 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC | $3,796 | -22.9% | 125 | 0.0% | 0.00% | – | |
MPW | MEDICAL PPTYS TRUST INC | $4,110 | -26.2% | 500 | 0.0% | 0.00% | -100.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $5,342 | +6.8% | 59 | 0.0% | 0.00% | – | |
FXI | ISHARES TRchina lg-cap etf | $4,725 | +4.4% | 160 | 0.0% | 0.00% | – | |
CC | Buy | CHEMOURS CO | $2,126 | +3.6% | 71 | +6.0% | 0.00% | – |
MTCH | MATCH GROUP INC NEW | $1,958 | -7.5% | 51 | 0.0% | 0.00% | – | |
CCL | Exit | CARNIVAL CORP | $0 | – | -300 | -100.0% | 0.00% | – |
UNIT | UNITI GROUP INC | $2,308 | -35.8% | 650 | 0.0% | 0.00% | – | |
Exit | BATH & BODY WORKS INC | $0 | – | -10 | -100.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $2,094 | +9.9% | 200 | 0.0% | 0.00% | – | |
New | CELULARITY INC | $68 | – | 110 | +100.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $771 | -24.4% | 440 | 0.0% | 0.00% | – | |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $1,380 | – | 25 | +100.0% | 0.00% | – |
CABO | CABLE ONE INC | $702 | -1.4% | 1 | 0.0% | 0.00% | – | |
LH | Buy | LABORATORY CORP AMER HLDGS | $4,588 | +289.8% | 20 | +300.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY INC | $1,083 | – | 25 | +100.0% | 0.00% | – |
IGV | Sell | ISHARES TRexpanded tech | $4,571 | -28.5% | 15 | -40.0% | 0.00% | -100.0% |
BFLY | BUTTERFLY NETWORK INC | $1,880 | -23.6% | 1,000 | 0.0% | 0.00% | – | |
IWN | ISHARES TRrus 2000 val etf | $5,481 | -1.2% | 40 | 0.0% | 0.00% | -100.0% | |
EMB | ISHARES TRjpmorgan usd emg | $2,847 | +2.0% | 33 | 0.0% | 0.00% | – | |
HYG | ISHARES TRiboxx hi yd etf | $3,022 | +2.6% | 40 | 0.0% | 0.00% | – | |
New | BROOKFIELD ASSET MANAGMT LTD | $524 | – | 16 | +100.0% | 0.00% | – | |
LYFT | LYFT INC | $927 | -15.9% | 100 | 0.0% | 0.00% | – | |
New | BROOKFIELD CORPcl a ltd vt sh | $2,151 | – | 66 | +100.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC | $376 | -49.3% | 142 | 0.0% | 0.00% | – | |
BXP | BOSTON PROPERTIES INC | $2,706 | -19.9% | 50 | 0.0% | 0.00% | – | |
BLDE | Buy | BLADE AIR MOBILITY INC | $3,801 | +6.2% | 1,125 | +12.5% | 0.00% | – |
VO | VANGUARD INDEX FDSmid cap etf | $4,851 | +3.5% | 23 | 0.0% | 0.00% | – | |
EFV | ISHARES TReafe value etf | $2,475 | +5.8% | 51 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $1,608 | +17.7% | 200 | 0.0% | 0.00% | – | ||
VB | VANGUARD INDEX FDSsmall cp etf | $758 | +3.3% | 4 | 0.0% | 0.00% | – | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $3,932 | +3.9% | 396 | 0.0% | 0.00% | – | |
VCYT | VERACYTE INC | $1,115 | -6.1% | 50 | 0.0% | 0.00% | – | |
BITF | New | BITFARMS LTD | $97 | – | 100 | +100.0% | 0.00% | – |
BYND | BEYOND MEAT INC | $1,298 | +31.8% | 80 | 0.0% | 0.00% | – | |
VIACA | PARAMOUNT GLOBAL | $103 | +32.1% | 4 | 0.0% | 0.00% | – | |
VIRX | VIRACTA THERAPEUTICS INC | $75 | +8.7% | 47 | 0.0% | 0.00% | – | |
BAX | BAXTER INTL INC | $2,028 | -20.4% | 50 | 0.0% | 0.00% | – | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,990 | +9.1% | 452 | 0.0% | 0.00% | – | |
VMC | New | VULCAN MATLS CO | $3,260 | – | 19 | +100.0% | 0.00% | – |
VRM | VROOM INC | $449 | -12.0% | 500 | 0.0% | 0.00% | – | |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -39 | -100.0% | 0.00% | – |
WAB | WABTEC | $1,415 | +1.3% | 14 | 0.0% | 0.00% | – | |
SAN | BANCO SANTANDER S.A.adr | $2,391 | +25.1% | 648 | 0.0% | 0.00% | – | |
LOB | LIVE OAK BANCSHARES INC | $1,219 | -19.3% | 50 | 0.0% | 0.00% | – | |
JBLU | New | JETBLUE AWYS CORP | $910 | – | 125 | +100.0% | 0.00% | – |
BGS | B & G FOODS INC NEW | $4,659 | +39.3% | 300 | 0.0% | 0.00% | – | |
AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $4,580 | +27.9% | 500 | 0.0% | 0.00% | – | |
WFRD | WEATHERFORD INTL PLC | $59 | +15.7% | 1 | 0.0% | 0.00% | – | |
GINKGO BIOWORKS HOLDINGS INC | $962 | -21.3% | 723 | 0.0% | 0.00% | – | ||
QS | QUANTUMSCAPE CORP | $2,454 | +44.3% | 300 | 0.0% | 0.00% | – | |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -17 | -100.0% | 0.00% | – |
MFMS | RBB FD INCmotley fool sml | $4,004 | +9.2% | 150 | 0.0% | 0.00% | – | |
RH | New | RH | $2,436 | – | 10 | +100.0% | 0.00% | – |
GM | GENERAL MTRS CO | $367 | +9.2% | 10 | 0.0% | 0.00% | – | |
GME | New | GAMESTOP CORP NEWcl a | $92 | – | 4 | +100.0% | 0.00% | – |
HPE | HEWLETT PACKARD ENTERPRISE C | $271 | 0.0% | 17 | 0.0% | 0.00% | – | |
IPOS | RENAISSANCE CAP GREENWICH FDintntl ipo etf | $4,934 | -2.6% | 300 | 0.0% | 0.00% | – | |
GGN | GAMCO GLOBAL GOLD NAT RES & | $915 | +0.8% | 250 | 0.0% | 0.00% | – | |
GPMT | GRANITE PT MTG TR INC | $89 | -7.3% | 18 | 0.0% | 0.00% | – | |
WOOF | New | PETCO HEALTH & WELLNESS CO I | $1,800 | – | 200 | +100.0% | 0.00% | – |
PBRA | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $3,944 | -0.1% | 425 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO | $4,748 | +13.9% | 750 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $503 | +1.0% | 100 | 0.0% | 0.00% | – | |
GDRX | GOODRX HLDGS INC | $1,194 | +34.2% | 191 | 0.0% | 0.00% | – | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $1,624 | +6.6% | 20 | 0.0% | 0.00% | – | |
New | GLOBAL X FDSgbl x blockchain | $556 | – | 25 | +100.0% | 0.00% | – | |
GLOBAL X FDSsuperdividend | $2,097 | -4.1% | 91 | 0.0% | 0.00% | – | ||
Buy | ORION OFFICE REIT INC | $469 | -8.4% | 70 | +16.7% | 0.00% | – | |
ORGANIGRAM HLDGS INC | $636 | -21.7% | 1,000 | 0.0% | 0.00% | – | ||
GNOM | GLOBAL X FDSgenomic biotech | $1,848 | -2.6% | 150 | 0.0% | 0.00% | – | |
KEX | Exit | KIRBY CORP | $0 | – | -200 | -100.0% | -0.00% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -648 | -100.0% | -0.00% | – |
VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -101 | -100.0% | -0.00% | – |
OPNT | Exit | OPIANT PHARMACEUTICALS INC | $0 | – | -300 | -100.0% | -0.00% | – |
EQIX | Exit | EQUINIX INC | $0 | – | -30 | -100.0% | -0.00% | – |
LIN | Exit | LINDE PLC | $0 | – | -160 | -100.0% | -0.01% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -920 | -100.0% | -0.01% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -465 | -100.0% | -0.01% | – |
LNN | Exit | LINDSAY CORP | $0 | – | -650 | -100.0% | -0.01% | – |
NOMD | Exit | NOMAD FOODS LTD | $0 | – | -10,000 | -100.0% | -0.02% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -667 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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 | 2024-04-12 |
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 |
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.