$1.22 Billion is the total value of BALDWIN BROTHERS LLC/MA's 842 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $3,605,655 | -1.3% | 16,405 | 0.0% | 0.30% | -6.9% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $3,590,255 | +14.9% | 57,610 | 0.0% | 0.29% | +8.1% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,303,379 | +11.7% | 9,387 | 0.0% | 0.27% | +5.0% | |
| ABBV | ABBVIE INC | $1,947,387 | -15.5% | 14,454 | 0.0% | 0.16% | -20.4% | |
| UNH | UNITEDHEALTH GROUP INC | $1,607,260 | +1.7% | 3,344 | 0.0% | 0.13% | -4.3% | |
| SPGI | S&P GLOBAL INC | $1,435,186 | +16.3% | 3,580 | 0.0% | 0.12% | +9.3% | |
| EMR | EMERSON ELEC CO | $1,341,297 | +3.7% | 14,839 | 0.0% | 0.11% | -2.7% | |
| APOLLO GLOBAL MGMT INC | $1,009,744 | +21.6% | 13,146 | 0.0% | 0.08% | +15.3% | ||
| PRU | PRUDENTIAL FINL INC | $899,844 | +6.6% | 10,200 | 0.0% | 0.07% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $893,365 | +5.5% | 5,500 | 0.0% | 0.07% | -1.4% | |
| HCI | HCI GROUP INC | $848,239 | +15.3% | 13,730 | 0.0% | 0.07% | +9.4% | |
| BK | BANK NEW YORK MELLON CORP | $779,812 | -2.0% | 17,516 | 0.0% | 0.06% | -7.2% | |
| KMB | KIMBERLY-CLARK CORP | $716,531 | +2.9% | 5,190 | 0.0% | 0.06% | -3.3% | |
| BMO | BANK MONTREAL QUE | $722,480 | +1.3% | 8,000 | 0.0% | 0.06% | -4.8% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $655,820 | -14.3% | 500 | 0.0% | 0.05% | -19.4% | |
| DE | DEERE & CO | $653,167 | -1.9% | 1,612 | 0.0% | 0.05% | -6.9% | |
| IJH | ISHARES TRcore s&p mcp etf | $636,704 | +4.5% | 2,435 | 0.0% | 0.05% | -1.9% | |
| TJX | TJX COS INC NEW | $628,972 | +8.2% | 7,418 | 0.0% | 0.05% | +2.0% | |
| IWR | ISHARES TRrus mid cap etf | $584,751 | +4.4% | 8,007 | 0.0% | 0.05% | -2.0% | |
| INTU | INTUIT | $575,028 | +2.8% | 1,255 | 0.0% | 0.05% | -4.1% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $563,604 | -12.0% | 17,525 | 0.0% | 0.05% | -17.9% | |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $560,960 | +5.1% | 7,012 | 0.0% | 0.05% | -2.1% | |
| SO | SOUTHERN CO | $558,769 | +1.0% | 7,954 | 0.0% | 0.05% | -4.2% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $530,884 | +7.9% | 2,583 | 0.0% | 0.04% | +2.3% | |
| GLP | GLOBAL PARTNERS LP | $522,410 | -0.9% | 17,000 | 0.0% | 0.04% | -6.5% | |
| HLIO | HELIOS TECHNOLOGIES INC | $523,829 | +1.1% | 7,926 | 0.0% | 0.04% | -4.4% | |
| GSBD | GOLDMAN SACHS BDC INC | $518,239 | +1.5% | 37,391 | 0.0% | 0.04% | -2.3% | |
| TRV | TRAVELERS COMPANIES INC | $523,411 | +1.3% | 3,014 | 0.0% | 0.04% | -4.4% | |
| SDY | SPDR SER TRs&p divid etf | $523,539 | -0.9% | 4,271 | 0.0% | 0.04% | -6.5% | |
| LOW | LOWES COS INC | $510,533 | +12.9% | 2,262 | 0.0% | 0.04% | +7.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $517,810 | +11.2% | 1 | 0.0% | 0.04% | +2.4% | |
| CG | CARLYLE GROUP INC | $502,254 | +2.9% | 15,720 | 0.0% | 0.04% | -4.7% | |
| IJR | ISHARES TRcore s&p scp etf | $490,178 | +3.1% | 4,919 | 0.0% | 0.04% | -2.4% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $470,374 | +13.6% | 2,770 | 0.0% | 0.04% | +8.3% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $457,380 | -0.8% | 10,500 | 0.0% | 0.04% | -5.0% | |
| WELL | WELLTOWER INC | $461,073 | +12.8% | 5,700 | 0.0% | 0.04% | +5.6% | |
| IWP | ISHARES TRrus md cp gr etf | $450,199 | +6.1% | 4,659 | 0.0% | 0.04% | 0.0% | |
| SNPS | SYNOPSYS INC | $452,826 | +12.7% | 1,040 | 0.0% | 0.04% | +5.7% | |
| CLX | CLOROX CO DEL | $414,299 | +0.5% | 2,605 | 0.0% | 0.03% | -5.6% | |
| PANW | PALO ALTO NETWORKS INC | $403,195 | +27.9% | 1,578 | 0.0% | 0.03% | +22.2% | |
| CTAS | CINTAS CORP | $387,722 | +7.4% | 780 | 0.0% | 0.03% | +3.2% | |
| TTD | THE TRADE DESK INC | $393,050 | +26.8% | 5,090 | 0.0% | 0.03% | +18.5% | |
| DD | DUPONT DE NEMOURS INC | $372,988 | -0.5% | 5,221 | 0.0% | 0.03% | -6.1% | |
| USB | US BANCORP DEL | $384,024 | -8.3% | 11,623 | 0.0% | 0.03% | -16.2% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $375,892 | +13.1% | 26,659 | 0.0% | 0.03% | +6.9% | |
| CATC | CAMBRIDGE BANCORP | $369,905 | -16.2% | 6,811 | 0.0% | 0.03% | -21.1% | |
| IWM | ISHARES TRrussell 2000 etf | $369,296 | +5.0% | 1,972 | 0.0% | 0.03% | -3.2% | |
| MPLX | MPLX LP | $366,416 | -1.5% | 10,796 | 0.0% | 0.03% | -6.2% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $355,050 | +0.6% | 13,388 | 0.0% | 0.03% | -6.5% | |
| BNS | BANK NOVA SCOTIA HALIFAX | $340,272 | -0.6% | 6,800 | 0.0% | 0.03% | -6.7% | |
| IBB | ISHARES TRishares biotech | $333,905 | -1.7% | 2,630 | 0.0% | 0.03% | -10.0% | |
| HUBS | HUBSPOT INC | $324,575 | +24.1% | 610 | 0.0% | 0.03% | +17.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $314,806 | +12.6% | 1,144 | 0.0% | 0.03% | +8.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $305,311 | -18.4% | 3,663 | 0.0% | 0.02% | -24.2% | |
| VTV | VANGUARD INDEX FDSvalue etf | $278,516 | +2.9% | 1,960 | 0.0% | 0.02% | -4.2% | |
| MCO | MOODYS CORP | $283,392 | +13.6% | 815 | 0.0% | 0.02% | +4.5% | |
| DOW | DOW INC | $281,479 | -2.8% | 5,285 | 0.0% | 0.02% | -8.0% | |
| PWR | QUANTA SVCS INC | $275,030 | +17.9% | 1,400 | 0.0% | 0.02% | +15.0% | |
| HASI | HANNON ARMSTRONG SUST INFR C | $252,950 | -12.6% | 10,118 | 0.0% | 0.02% | -16.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $226,324 | +15.0% | 10,566 | 0.0% | 0.02% | +11.8% | |
| SUB | ISHARES TRshrt nat mun etf | $230,449 | -0.6% | 2,215 | 0.0% | 0.02% | -5.0% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $230,008 | -0.9% | 4,580 | 0.0% | 0.02% | -5.0% | |
| CTVA | CORTEVA INC | $215,104 | -5.0% | 3,754 | 0.0% | 0.02% | -10.0% | |
| CTLT | CATALENT INC | $219,922 | -34.0% | 5,072 | 0.0% | 0.02% | -37.9% | |
| TMUS | T-MOBILE US INC | $222,240 | -4.1% | 1,600 | 0.0% | 0.02% | -10.0% | |
| TEL | TE CONNECTIVITY LTD | $209,539 | +6.9% | 1,495 | 0.0% | 0.02% | 0.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $206,816 | +2.0% | 4,600 | 0.0% | 0.02% | -5.6% | |
| PSX | PHILLIPS 66 | $204,399 | -5.9% | 2,143 | 0.0% | 0.02% | -10.5% | |
| MDB | MONGODB INCcl a | $211,660 | +76.3% | 515 | 0.0% | 0.02% | +70.0% | |
| TFC | TRUIST FINL CORP | $198,975 | -11.0% | 6,556 | 0.0% | 0.02% | -15.8% | |
| ANSS | ANSYS INC | $198,162 | -0.8% | 600 | 0.0% | 0.02% | -5.9% | |
| ORLY | OREILLY AUTOMOTIVE INC | $194,881 | +12.5% | 204 | 0.0% | 0.02% | +6.7% | |
| GENERAL ELECTRIC CO | $182,351 | +14.9% | 1,660 | 0.0% | 0.02% | +7.1% | ||
| BDX | BECTON DICKINSON & CO | $177,415 | +6.7% | 672 | 0.0% | 0.02% | +7.1% | |
| WSO | WATSCO INC | $171,662 | +19.9% | 450 | 0.0% | 0.01% | +16.7% | |
| FDD | FIRST TR STOXX EUROPEAN SELE | $167,776 | -2.7% | 14,782 | 0.0% | 0.01% | -6.7% | |
| IWD | ISHARES TRrus 1000 val etf | $174,718 | +3.7% | 1,107 | 0.0% | 0.01% | -6.7% | |
| GD | GENERAL DYNAMICS CORP | $174,917 | -5.7% | 813 | 0.0% | 0.01% | -12.5% | |
| ZS | ZSCALER INC | $175,560 | +25.2% | 1,200 | 0.0% | 0.01% | +16.7% | |
| EFA | ISHARES TRmsci eafe etf | $171,463 | +1.4% | 2,365 | 0.0% | 0.01% | -6.7% | |
| MMC | MARSH & MCLENNAN COS INC | $172,281 | +12.9% | 916 | 0.0% | 0.01% | +7.7% | |
| OKE | ONEOK INC NEW | $169,175 | -2.9% | 2,741 | 0.0% | 0.01% | -6.7% | |
| CGNX | COGNEX CORP | $156,856 | +13.1% | 2,800 | 0.0% | 0.01% | +8.3% | |
| SLV | ISHARES SILVER TRishares | $154,440 | -5.6% | 7,393 | 0.0% | 0.01% | -7.1% | |
| CMI | CUMMINS INC | $160,335 | +2.6% | 654 | 0.0% | 0.01% | -7.1% | |
| CME | CME GROUP INC | $163,055 | -3.3% | 880 | 0.0% | 0.01% | -13.3% | |
| XAIR | BEYOND AIR INC | $161,880 | -36.9% | 38,000 | 0.0% | 0.01% | -40.9% | |
| GDX | VANECK ETF TRUSTgold miners etf | $157,776 | -6.9% | 5,240 | 0.0% | 0.01% | -13.3% | |
| XME | SPDR SER TRs&p metals mng | $149,919 | -4.4% | 2,950 | 0.0% | 0.01% | -14.3% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $143,070 | +1.6% | 3,800 | 0.0% | 0.01% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $146,447 | +9.0% | 595 | 0.0% | 0.01% | 0.0% | |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $146,547 | -10.4% | 2,018 | 0.0% | 0.01% | -14.3% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $141,775 | +17.7% | 1,703 | 0.0% | 0.01% | +20.0% | |
| SCI | SERVICE CORP INTL | $151,787 | -6.1% | 2,350 | 0.0% | 0.01% | -14.3% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $129,688 | +0.5% | 1,300 | 0.0% | 0.01% | 0.0% | |
| MSM | MSC INDL DIRECT INCcl a | $138,156 | +13.4% | 1,450 | 0.0% | 0.01% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD | $138,891 | +0.8% | 100 | 0.0% | 0.01% | -8.3% | |
| PROSHARES TRultrashrt s&p500 | $137,200 | -14.2% | 4,000 | 0.0% | 0.01% | -21.4% | ||
| VAC | MARRIOTT VACATIONS WORLDWIDE | $132,243 | -9.0% | 1,078 | 0.0% | 0.01% | -15.4% | |
| BA | BOEING CO | $133,031 | -0.6% | 630 | 0.0% | 0.01% | -8.3% | |
| OTIS | OTIS WORLDWIDE CORP | $118,384 | +5.5% | 1,330 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $126,939 | -10.2% | 1,655 | 0.0% | 0.01% | -16.7% | |
| HESM | HESS MIDSTREAM LP | $122,720 | +6.0% | 4,000 | 0.0% | 0.01% | 0.0% | |
| BLL | BALL CORP | $125,152 | +5.6% | 2,150 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $124,057 | +2.5% | 423 | 0.0% | 0.01% | -9.1% | |
| WMT | WALMART INC | $117,256 | +6.6% | 746 | 0.0% | 0.01% | 0.0% | |
| UNFI | UNITED NAT FOODS INC | $116,068 | -25.8% | 5,937 | 0.0% | 0.01% | -28.6% | |
| ARCC | ARES CAPITAL CORP | $112,740 | +2.8% | 6,000 | 0.0% | 0.01% | -10.0% | |
| AINV | MIDCAP FINANCIAL INVSTMNT CO | $104,662 | +10.2% | 8,333 | 0.0% | 0.01% | +12.5% | |
| AXON | AXON ENTERPRISE INC | $107,316 | -13.2% | 550 | 0.0% | 0.01% | -18.2% | |
| CCJ | CAMECO CORP | $109,655 | +19.7% | 3,500 | 0.0% | 0.01% | +12.5% | |
| TCOM | TRIP COM GROUP LTDads | $113,260 | -7.1% | 3,236 | 0.0% | 0.01% | -18.2% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $109,185 | -14.9% | 14,500 | 0.0% | 0.01% | -18.2% | |
| EXPD | EXPEDITORS INTL WASH INC | $105,383 | +10.0% | 870 | 0.0% | 0.01% | +12.5% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $114,077 | -4.3% | 5,592 | 0.0% | 0.01% | -10.0% | |
| IRM | IRON MTN INC DEL | $114,095 | +7.4% | 2,008 | 0.0% | 0.01% | 0.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $102,692 | +5.5% | 1,659 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $99,070 | +4.5% | 862 | 0.0% | 0.01% | 0.0% | |
| IPGP | IPG PHOTONICS CORP | $103,359 | +10.1% | 761 | 0.0% | 0.01% | 0.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $99,392 | +0.3% | 1,600 | 0.0% | 0.01% | -11.1% | |
| ICLN | ISHARES TRgl clean ene etf | $100,556 | -7.0% | 5,465 | 0.0% | 0.01% | -11.1% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $101,289 | +1.9% | 1,218 | 0.0% | 0.01% | -11.1% | |
| TPR | TAPESTRY INC | $102,720 | -0.7% | 2,400 | 0.0% | 0.01% | -11.1% | |
| SLVP | ISHARES INCmsci glb slv&mtl | $102,440 | -15.8% | 10,610 | 0.0% | 0.01% | -27.3% | |
| APPN | APPIAN CORPcl a | $95,200 | +7.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $99,386 | +5.8% | 956 | 0.0% | 0.01% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $94,604 | +2.3% | 1,455 | 0.0% | 0.01% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $80,310 | +5.7% | 250 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $83,276 | -8.0% | 1,166 | 0.0% | 0.01% | -12.5% | |
| LDOS | LEIDOS HOLDINGS INC | $87,153 | -3.9% | 985 | 0.0% | 0.01% | -12.5% | |
| NRZ | RITHM CAPITAL CORP | $79,475 | +16.9% | 8,500 | 0.0% | 0.01% | +16.7% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $90,594 | +1.1% | 820 | 0.0% | 0.01% | -12.5% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $83,800 | +1.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $81,202 | +1.1% | 716 | 0.0% | 0.01% | 0.0% | |
| STAG | STAG INDL INC | $89,700 | +6.1% | 2,500 | 0.0% | 0.01% | 0.0% | |
| ATLASSIAN CORPORATIONcl a | $84,744 | -2.0% | 505 | 0.0% | 0.01% | -12.5% | ||
| IGM | ISHARES TRexpnd tec sc etf | $83,288 | +15.8% | 212 | 0.0% | 0.01% | +16.7% | |
| ABC | AMERISOURCEBERGEN CORP | $83,515 | +20.2% | 434 | 0.0% | 0.01% | +16.7% | |
| FLRN | SPDR SER TRbloomberg invt | $82,863 | +0.9% | 2,700 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $86,046 | -4.2% | 496 | 0.0% | 0.01% | -12.5% | |
| GREYSTONE HOUSING IMPACT INVben unit ctf | $70,106 | -4.7% | 4,254 | 0.0% | 0.01% | 0.0% | ||
| TROW | PRICE T ROWE GROUP INC | $74,717 | -0.8% | 667 | 0.0% | 0.01% | -14.3% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $71,631 | -13.5% | 900 | 0.0% | 0.01% | -14.3% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $73,580 | +12.8% | 500 | 0.0% | 0.01% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $73,845 | +0.7% | 1,350 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $78,561 | +3.5% | 525 | 0.0% | 0.01% | -14.3% | |
| FSK | FS KKR CAP CORP | $76,720 | +3.7% | 4,000 | 0.0% | 0.01% | 0.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $79,200 | +1.4% | 10,000 | 0.0% | 0.01% | -14.3% | |
| SON | SONOCO PRODS CO | $70,824 | -3.2% | 1,200 | 0.0% | 0.01% | 0.0% | |
| SYNA | SYNAPTICS INC | $76,842 | -23.2% | 900 | 0.0% | 0.01% | -33.3% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $73,435 | +7.0% | 500 | 0.0% | 0.01% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $72,922 | -2.2% | 2,880 | 0.0% | 0.01% | -14.3% | |
| CHX | CHAMPIONX CORPORATION | $73,937 | +14.4% | 2,382 | 0.0% | 0.01% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $68,887 | +3.9% | 182 | 0.0% | 0.01% | 0.0% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $72,082 | +9.3% | 920 | 0.0% | 0.01% | 0.0% | |
| FLNG | FLEX LNG LTD | $76,325 | -9.1% | 2,500 | 0.0% | 0.01% | -14.3% | |
| SUSA | ISHARES TRmsci usa esg slc | $67,889 | +6.7% | 725 | 0.0% | 0.01% | 0.0% | |
| ES | EVERSOURCE ENERGY | $60,920 | -9.4% | 859 | 0.0% | 0.01% | -16.7% | |
| CSWI | CSW INDUSTRIALS INC | $60,161 | +19.6% | 362 | 0.0% | 0.01% | +25.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $65,280 | +7.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $63,868 | -3.2% | 2,704 | 0.0% | 0.01% | -16.7% | |
| EBC | EASTERN BANKSHARES INC | $55,215 | -2.8% | 4,500 | 0.0% | 0.01% | 0.0% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $57,781 | -4.9% | 4,905 | 0.0% | 0.01% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $62,858 | -3.7% | 5,831 | 0.0% | 0.01% | -16.7% | |
| IPAR | INTER PARFUMS INC | $64,234 | -4.9% | 475 | 0.0% | 0.01% | -16.7% | |
| IYR | ISHARES TRu.s. real es etf | $64,992 | +1.9% | 751 | 0.0% | 0.01% | -16.7% | |
| USRT | ISHARES TRcre u s reit etf | $61,178 | +2.0% | 1,190 | 0.0% | 0.01% | 0.0% | |
| IGSB | ISHARES TR | $60,204 | -0.7% | 1,200 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP | $65,240 | +3.0% | 3,450 | 0.0% | 0.01% | -16.7% | |
| DGX | QUEST DIAGNOSTICS INC | $56,224 | -0.7% | 400 | 0.0% | 0.01% | 0.0% | |
| STT | STATE STR CORP | $63,886 | -3.3% | 873 | 0.0% | 0.01% | -16.7% | |
| JWA | WILEY JOHN & SONS INCcl a | $59,553 | -12.2% | 1,750 | 0.0% | 0.01% | -16.7% | |
| WMB | WILLIAMS COS INC | $65,260 | +9.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DLS | WISDOMTREE TRintl smcap div | $59,460 | -2.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| YNDX | YANDEX N V | $58,239 | +11.6% | 2,132 | 0.0% | 0.01% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $53,088 | -5.9% | 740 | 0.0% | 0.00% | -20.0% | |
| EBAY | EBAY INC. | $49,159 | +0.7% | 1,100 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $52,680 | +15.1% | 303 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $44,862 | +9.7% | 600 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $50,125 | -1.0% | 617 | 0.0% | 0.00% | 0.0% | ||
| MGNI | MAGNITE INC | $54,600 | +47.4% | 4,000 | 0.0% | 0.00% | +33.3% | |
| CI | THE CIGNA GROUP | $43,493 | +9.8% | 155 | 0.0% | 0.00% | +33.3% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $53,463 | +20.2% | 333 | 0.0% | 0.00% | 0.0% | |
| UTL | UNITIL CORP | $50,710 | -11.1% | 1,000 | 0.0% | 0.00% | -20.0% | |
| CARA | CARA THERAPEUTICS INC | $45,328 | -42.4% | 16,017 | 0.0% | 0.00% | -42.9% | |
| WPC | WP CAREY INC | $54,048 | -12.8% | 800 | 0.0% | 0.00% | -20.0% | |
| EXPI | EXP WORLD HLDGS INC | $52,728 | +59.8% | 2,600 | 0.0% | 0.00% | +33.3% | |
| CIM | CHIMERA INVT CORP | $50,199 | +2.3% | 8,700 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $44,243 | +17.4% | 220 | 0.0% | 0.00% | +33.3% | |
| OMF | ONEMAIN HLDGS INC | $43,690 | +17.8% | 1,000 | 0.0% | 0.00% | +33.3% | |
| PSK | SPDR SER TRice pfd sec etf | $54,389 | -1.4% | 1,625 | 0.0% | 0.00% | -20.0% | |
| WASH | WASHINGTON TR BANCORP INC | $44,478 | -22.6% | 1,659 | 0.0% | 0.00% | -20.0% | |
| SBLK | STAR BULK CARRIERS CORP. | $53,100 | -16.2% | 3,000 | 0.0% | 0.00% | -33.3% | |
| BRKL | BROOKLINE BANCORP INC DEL | $51,531 | -16.8% | 5,896 | 0.0% | 0.00% | -20.0% | |
| IEMG | ISHARES INCcore msci emkt | $54,465 | +1.0% | 1,105 | 0.0% | 0.00% | -20.0% | |
| EWA | ISHARES INCmsci aust etf | $53,895 | -1.7% | 2,390 | 0.0% | 0.00% | -20.0% | |
| SFM | SPROUTS FMRS MKT INC | $38,567 | +4.9% | 1,050 | 0.0% | 0.00% | 0.0% | |
| IIPR | INNOVATIVE INDL PPTYS INC | $31,029 | -3.9% | 425 | 0.0% | 0.00% | 0.0% | |
| INDB | INDEPENDENT BK CORP MASS | $42,285 | -32.2% | 950 | 0.0% | 0.00% | -40.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $32,395 | +4.9% | 961 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $39,868 | -0.7% | 549 | 0.0% | 0.00% | -25.0% | |
| SLB | SCHLUMBERGER LTD | $39,296 | +0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $38,374 | +7.0% | 655 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $38,649 | +1.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $34,055 | -3.5% | 85 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $31,906 | -1.3% | 70 | 0.0% | 0.00% | 0.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $32,662 | +2.3% | 700 | 0.0% | 0.00% | 0.0% | |
| NS | NUSTAR ENERGY LP | $36,851 | +9.6% | 2,150 | 0.0% | 0.00% | 0.0% | |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | $36,573 | -3.9% | 2,592 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $32,265 | -1.6% | 1,231 | 0.0% | 0.00% | 0.0% | |
| WOLFSPEED INC | $41,693 | -14.4% | 750 | 0.0% | 0.00% | -25.0% | ||
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $30,628 | -1.2% | 200 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $31,786 | +7.1% | 330 | 0.0% | 0.00% | 0.0% | |
| RXRX | RECURSION PHARMACEUTICALS INcl a | $41,100 | +12.0% | 5,502 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $31,912 | -7.5% | 379 | 0.0% | 0.00% | 0.0% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $32,198 | +3.2% | 750 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $40,955 | +12.7% | 1,425 | 0.0% | 0.00% | 0.0% | |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $39,310 | +22.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $41,490 | +32.6% | 3,000 | 0.0% | 0.00% | 0.0% | |
| COPX | GLOBAL X FDSglobal x copper | $37,650 | -2.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $31,902 | +81.4% | 2,081 | 0.0% | 0.00% | +50.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $32,442 | -1.3% | 300 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $38,877 | +2.8% | 272 | 0.0% | 0.00% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $33,668 | +7.9% | 400 | 0.0% | 0.00% | 0.0% | |
| IEFA | ISHARES TRcore msci eafe | $36,045 | +1.0% | 534 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $40,313 | -17.6% | 1,415 | 0.0% | 0.00% | -25.0% | |
| ACV | VIRTUS DIVERSIFIED INCM & CO | $39,960 | +3.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $33,542 | +6.2% | 146 | 0.0% | 0.00% | 0.0% | |
| BXMT | BLACKSTONE MTG TR INC | $41,620 | +16.6% | 2,000 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $36,830 | -2.6% | 80 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $31,834 | -1.7% | 325 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $32,454 | +8.1% | 600 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $36,533 | +12.1% | 129 | 0.0% | 0.00% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $31,821 | +0.5% | 300 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $36,884 | -5.8% | 201 | 0.0% | 0.00% | 0.0% | |
| MCN | MADISON COVERED CALL & EQUIT | $37,000 | -6.9% | 5,000 | 0.0% | 0.00% | 0.0% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $30,798 | -1.2% | 1,160 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INCcl a | $39,470 | +5.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| THQ | TEKLA HEALTHCARE OPPORTUNITI | $38,140 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $31,970 | -4.7% | 2,035 | 0.0% | 0.00% | 0.0% | |
| JCPB | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $30,277 | -1.7% | 650 | 0.0% | 0.00% | -33.3% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $25,450 | -0.2% | 130 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $24,754 | -1.9% | 309 | 0.0% | 0.00% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $26,184 | +16.9% | 800 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $21,542 | +33.8% | 63 | 0.0% | 0.00% | +100.0% | |
| HSY | HERSHEY CO | $24,970 | -1.9% | 100 | 0.0% | 0.00% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $29,320 | -3.5% | 500 | 0.0% | 0.00% | -33.3% | |
| NTRS | NORTHERN TR CORP | $29,656 | -15.9% | 400 | 0.0% | 0.00% | -33.3% | |
| NRIM | NORTHRIM BANCORP INC | $25,565 | -16.6% | 650 | 0.0% | 0.00% | -33.3% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $19,787 | -1.6% | 900 | 0.0% | 0.00% | 0.0% | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $24,942 | +4.1% | 600 | 0.0% | 0.00% | 0.0% | |
| PCT | PURECYCLE TECHNOLOGIES INC | $26,725 | +52.7% | 2,500 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $21,822 | -0.9% | 817 | 0.0% | 0.00% | 0.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $19,742 | +2.1% | 240 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $28,653 | -0.1% | 300 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $24,301 | -2.0% | 475 | 0.0% | 0.00% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $24,449 | +10.2% | 150 | 0.0% | 0.00% | 0.0% | |
| FCOR | FIDELITY MERRIMACK STR TRcorp bond etf | $22,860 | -0.9% | 500 | 0.0% | 0.00% | 0.0% | |
| ENPH | ENPHASE ENERGY INC | $19,260 | -20.4% | 115 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $19,632 | -3.3% | 300 | 0.0% | 0.00% | 0.0% | |
| EARN | ELLINGTON RESIDENTIAL MTG RE | $28,840 | -1.2% | 4,000 | 0.0% | 0.00% | -33.3% | |
| SHOP | SHOPIFY INCcl a | $19,380 | +34.8% | 300 | 0.0% | 0.00% | +100.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $20,864 | +5.9% | 1,600 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $18,311 | -6.2% | 124 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $22,568 | +37.4% | 2,706 | 0.0% | 0.00% | +100.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $25,110 | -3.5% | 1,683 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $19,638 | -3.0% | 295 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $25,413 | +1.9% | 635 | 0.0% | 0.00% | 0.0% | |
| DEUS | DBX ETF TRxtrackers russel | $19,082 | +4.0% | 425 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC | $26,206 | -14.9% | 230 | 0.0% | 0.00% | -33.3% | |
| GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $28,808 | +2.5% | 5,750 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $21,390 | +25.2% | 10 | 0.0% | 0.00% | +100.0% | |
| CRL | CHARLES RIV LABS INTL INC | $27,963 | +4.2% | 133 | 0.0% | 0.00% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $29,801 | -1.4% | 135 | 0.0% | 0.00% | -33.3% | |
| UNM | UNUM GROUP | $19,080 | +20.6% | 400 | 0.0% | 0.00% | +100.0% | |
| VLY | VALLEY NATL BANCORP | $23,250 | -16.1% | 3,000 | 0.0% | 0.00% | 0.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $25,618 | -1.2% | 339 | 0.0% | 0.00% | 0.0% | |
| ETERNA THERAPEUTICS INC | $21,402 | -33.5% | 9,470 | 0.0% | 0.00% | -33.3% | ||
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $21,764 | +1.8% | 400 | 0.0% | 0.00% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $26,315 | +13.4% | 93 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $20,461 | -1.7% | 100 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $25,029 | +13.0% | 498 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $22,438 | +9.5% | 65 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $18,515 | +17.1% | 74 | 0.0% | 0.00% | +100.0% | |
| AIN | ALBANY INTL CORPcl a | $20,988 | +4.4% | 225 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $28,836 | +3.0% | 225 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $20,528 | +16.4% | 250 | 0.0% | 0.00% | 0.0% | |
| GOLF | ACUSHNET HLDGS CORP | $27,340 | +7.3% | 500 | 0.0% | 0.00% | 0.0% | |
| RACE | FERRARI N V | $26,342 | +20.0% | 81 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $27,669 | +1.8% | 290 | 0.0% | 0.00% | 0.0% | |
| EPAM | EPAM SYS INC | $7,417 | -24.8% | 33 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $10,110 | +2.2% | 30 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $6,384 | -6.9% | 100 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $6,880 | +11.3% | 190 | 0.0% | 0.00% | 0.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $13,280 | -4.4% | 585 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER | $10,308 | -4.8% | 78 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $11,013 | -11.3% | 1,060 | 0.0% | 0.00% | 0.0% | |
| SPPP | SPROTT PHYSICAL PLAT PALLADunit | $10,930 | -10.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $14,555 | +3.3% | 100 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $8,196 | -0.9% | 265 | 0.0% | 0.00% | 0.0% | |
| GMRE | GLOBAL MED REIT INC | $18,260 | +0.2% | 2,000 | 0.0% | 0.00% | -50.0% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $8,332 | +1.2% | 396 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $12,015 | -7.4% | 232 | 0.0% | 0.00% | 0.0% | |
| ESML | ISHARES TResg aware msci | $10,123 | +4.5% | 285 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $12,588 | +7.7% | 50 | 0.0% | 0.00% | 0.0% | |
| LRGF | ISHARES TRu s equity factr | $15,596 | +7.5% | 350 | 0.0% | 0.00% | 0.0% | |
| SJNK | SPDR SER TRbloomberg sht te | $7,435 | -0.6% | 301 | 0.0% | 0.00% | 0.0% | |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,668 | +1.2% | 300 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $16,424 | +17.6% | 73 | 0.0% | 0.00% | 0.0% | |
| FSLR | FIRST SOLAR INC | $15,207 | -12.6% | 80 | 0.0% | 0.00% | -50.0% | |
| IVOV | VANGUARD ADMIRAL FDS INCmidcp 400 val | $8,397 | +4.7% | 102 | 0.0% | 0.00% | 0.0% | |
| RNR | RENAISSANCERE HLDGS LTD | $15,854 | -6.9% | 85 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $15,239 | +61.9% | 700 | 0.0% | 0.00% | 0.0% | |
| EWH | ISHARES INCmsci hong kg etf | $6,766 | -5.9% | 350 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $6,835 | +0.2% | 250 | 0.0% | 0.00% | 0.0% | |
| SPLG | SPDR SER TRportfolio s&p500 | $13,809 | +8.2% | 265 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC | $10,238 | +0.4% | 70 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,340 | +1.2% | 200 | 0.0% | 0.00% | 0.0% | |
| EXPO | EXPONENT INC | $10,265 | -6.4% | 110 | 0.0% | 0.00% | 0.0% | |
| DBEU | DBX ETF TRxtrack msci eurp | $7,248 | -1.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC | $11,159 | -2.2% | 408 | 0.0% | 0.00% | 0.0% | |
| IBN | ICICI BANK LIMITEDadr | $15,071 | +6.9% | 653 | 0.0% | 0.00% | 0.0% | |
| LINDE PLC | $16,386 | +7.2% | 43 | 0.0% | 0.00% | 0.0% | ||
| ITA | ISHARES TRus aer def etf | $14,000 | +1.4% | 120 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $9,649 | +1.3% | 125 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $18,225 | -0.9% | 309 | 0.0% | 0.00% | -50.0% | |
| RBLX | ROBLOX CORPcl a | $18,135 | -10.4% | 450 | 0.0% | 0.00% | -50.0% | |
| EXC | EXELON CORP | $6,111 | -2.8% | 150 | 0.0% | 0.00% | 0.0% | |
| NBN | NORTHEAST BK LEWISTON ME | $8,542 | +23.8% | 205 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $16,348 | -12.8% | 920 | 0.0% | 0.00% | -50.0% | |
| SNY | SANOFIsponsored adr | $16,170 | -1.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MRNA | MODERNA INC | $12,636 | -20.9% | 104 | 0.0% | 0.00% | 0.0% | |
| FOUR | SHIFT4 PMTS INCcl a | $16,638 | -10.4% | 245 | 0.0% | 0.00% | -50.0% | |
| VRSN | VERISIGN INC | $15,818 | +6.9% | 70 | 0.0% | 0.00% | 0.0% | |
| CRK | COMSTOCK RES INC | $13,920 | +7.5% | 1,200 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $13,380 | +5.9% | 187 | 0.0% | 0.00% | 0.0% | |
| MSEX | MIDDLESEX WTR CO | $16,132 | +3.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $9,340 | +15.1% | 65 | 0.0% | 0.00% | 0.0% | |
| GH | GUARDANT HEALTH INC | $13,246 | +52.7% | 370 | 0.0% | 0.00% | 0.0% | |
| CLH | CLEAN HARBORS INC | $16,443 | +15.3% | 100 | 0.0% | 0.00% | 0.0% | |
| GNTX | GENTEX CORP | $17,556 | +4.4% | 600 | 0.0% | 0.00% | 0.0% | |
| LMNR | LIMONEIRA CO | $15,560 | -6.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $11,030 | -6.9% | 125 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $9,852 | -6.4% | 100 | 0.0% | 0.00% | 0.0% | |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $8,240 | +79.9% | 500 | 0.0% | 0.00% | – | |
| EEM | ISHARES TRmsci emg mkt etf | $7,912 | +0.3% | 200 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL | $13,124 | +16.8% | 400 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $7,566 | +5.6% | 639 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $15,525 | -0.2% | 230 | 0.0% | 0.00% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $6,405 | -1.3% | 79 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $12,965 | -3.5% | 80 | 0.0% | 0.00% | 0.0% | |
| ARI | APOLLO COML REAL EST FIN INC | $11,320 | +21.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $8,656 | -1.8% | 188 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $8,223 | -15.1% | 2,750 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $11,497 | +5.6% | 66 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $12,692 | -24.0% | 150 | 0.0% | 0.00% | 0.0% | |
| AMALGAMATED FINANCIAL CORP | $8,045 | -9.0% | 500 | 0.0% | 0.00% | 0.0% | ||
| TREX | TREX CO INC | $6,556 | +34.7% | 100 | 0.0% | 0.00% | – | |
| DLN | WISDOMTREE TRus largecap divd | $8,395 | +2.8% | 132 | 0.0% | 0.00% | 0.0% | |
| ACGL | ARCH CAP GROUP LTDord | $13,248 | +10.3% | 177 | 0.0% | 0.00% | 0.0% | |
| AMBA | AMBARELLA INC | $8,367 | +8.1% | 100 | 0.0% | 0.00% | 0.0% | |
| FMC | FMC CORP | $6,782 | -14.6% | 65 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $8,592 | +4.4% | 50 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC | $6,757 | +7.6% | 60 | 0.0% | 0.00% | 0.0% | |
| MCHI | ISHARES TRmsci china etf | $11,185 | -10.3% | 250 | 0.0% | 0.00% | 0.0% | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $8,537 | +4.8% | 110 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $7,176 | +21.6% | 400 | 0.0% | 0.00% | 0.0% | |
| BGS | B & G FOODS INC NEW | $4,176 | -10.4% | 300 | 0.0% | 0.00% | – | |
| LGFA | LIONS GATE ENTMNT CORPcl a vtg | $442 | -20.2% | 50 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,271 | -14.4% | 452 | 0.0% | 0.00% | – | |
| VMC | VULCAN MATLS CO | $4,283 | +31.4% | 19 | 0.0% | 0.00% | – | |
| VRM | VROOM INC | $720 | +60.4% | 500 | 0.0% | 0.00% | – | |
| LEVI | LEVI STRAUSS & CO NEW | $938 | -20.8% | 65 | 0.0% | 0.00% | – | |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,677 | +10.4% | 7 | 0.0% | 0.00% | – | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $3,472 | -11.8% | 400 | 0.0% | 0.00% | – | |
| WOW | WIDEOPENWEST INC | $844 | -20.6% | 100 | 0.0% | 0.00% | – | |
| LH | LABORATORY CORP AMER HLDGS | $4,827 | +5.2% | 20 | 0.0% | 0.00% | – | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $626 | +3.3% | 27 | 0.0% | 0.00% | – | |
| HALEON PLCspon ads | $3,344 | +3.0% | 399 | 0.0% | 0.00% | – | ||
| HOG | HARLEY DAVIDSON INC | $352 | -7.4% | 10 | 0.0% | 0.00% | – | |
| FTCH | FARFETCH LTDord sh cl a | $1,208 | +23.0% | 200 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $6,030 | -8.5% | 300 | 0.0% | 0.00% | -100.0% | |
| JNK | SPDR SER TRbloomberg high y | $736 | -0.9% | 8 | 0.0% | 0.00% | – | |
| KOMP | SPDR SER TRs&p kensho new | $1,650 | +4.4% | 37 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $163 | +14.0% | 118 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO | $3,863 | -18.6% | 750 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $286 | +5.5% | 17 | 0.0% | 0.00% | – | |
| VOTE | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $2,580 | +8.4% | 50 | 0.0% | 0.00% | – | |
| HUT | HUT 8 MNG CORP | $330 | +78.4% | 100 | 0.0% | 0.00% | – | |
| ERF | ENERPLUS CORP | $2,894 | +0.4% | 200 | 0.0% | 0.00% | – | |
| ENB | ENBRIDGE INC | $1,824 | -2.3% | 49 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $691 | -23.2% | 32 | 0.0% | 0.00% | – | ||
| ERJ | EMBRAER S.A.sponsored ads | $5,566 | -5.5% | 360 | 0.0% | 0.00% | -100.0% | |
| EA | ELECTRONIC ARTS INC | $1,427 | +7.7% | 11 | 0.0% | 0.00% | – | |
| SHAK | SHAKE SHACK INCcl a | $777 | +40.0% | 10 | 0.0% | 0.00% | – | |
| SHCR | SHARECARE INC | $53 | +23.3% | 30 | 0.0% | 0.00% | – | |
| HACK | ETF MANAGERS TRprime cybr scrty | $3,187 | +5.8% | 63 | 0.0% | 0.00% | – | |
| BBC | ETFIS SER TR Ivirtus lifesc ct | $2,396 | +9.3% | 100 | 0.0% | 0.00% | – | |
| MSTR | MICROSTRATEGY INCcl a new | $685 | +17.1% | 2 | 0.0% | 0.00% | – | |
| MPW | MEDICAL PPTYS TRUST INC | $4,630 | +12.7% | 500 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION CO | $427 | -10.7% | 34 | 0.0% | 0.00% | – | ||
| RGR | STURM RUGER & CO INC | $5,296 | -7.8% | 100 | 0.0% | 0.00% | -100.0% | |
| DNMR | DANIMER SCIENTIFIC INC | $952 | -31.0% | 400 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,817 | +4.5% | 68 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $3,537 | +0.5% | 100 | 0.0% | 0.00% | – | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $736 | +23.3% | 5 | 0.0% | 0.00% | – | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $3,947 | +5.7% | 70 | 0.0% | 0.00% | – | |
| CPRT | COPART INC | $3,101 | +21.3% | 34 | 0.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $4,578 | +16.6% | 50 | 0.0% | 0.00% | – | ||
| CONFORMIS INC | $438 | +36.0% | 200 | 0.0% | 0.00% | – | ||
| NET | CLOUDFLARE INC | $4,903 | +6.0% | 75 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $685 | -38.3% | 439 | 0.0% | 0.00% | – | |
| TOAST INCcl a | $4,514 | +27.2% | 200 | 0.0% | 0.00% | – | ||
| CFG | CITIZENS FINL GROUP INC | $3,260 | -14.1% | 125 | 0.0% | 0.00% | – | |
| MTCH | MATCH GROUP INC NEW | $2,134 | +9.0% | 51 | 0.0% | 0.00% | – | |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $3,064 | -2.4% | 50 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $2,619 | +23.2% | 71 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC | $1,758 | -16.0% | 200 | 0.0% | 0.00% | – | |
| CELULARITY INC | $59 | -13.2% | 110 | 0.0% | 0.00% | – | ||
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $2,504 | +2.2% | 70 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $170 | -78.0% | 440 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $3,003 | +30.1% | 650 | 0.0% | 0.00% | – | |
| CABO | CABLE ONE INC | $657 | -6.4% | 1 | 0.0% | 0.00% | – | |
| INVESTMENT MANAGERS SER TR Iaxs cannabis etf | $274 | -20.3% | 160 | 0.0% | 0.00% | – | ||
| BFLY | BUTTERFLY NETWORK INC | $2,300 | +22.3% | 1,000 | 0.0% | 0.00% | – | |
| ITOT | ISHARES TRcore s&p ttl stk | $5,773 | +8.1% | 59 | 0.0% | 0.00% | – | |
| BROOKFIELD ASSET MANAGMT LTD | $522 | -0.4% | 16 | 0.0% | 0.00% | – | ||
| BROOKFIELD CORPcl a ltd vt sh | $2,221 | +3.3% | 66 | 0.0% | 0.00% | – | ||
| LYFT | LYFT INC | $959 | +3.5% | 100 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $321 | -14.6% | 142 | 0.0% | 0.00% | – | |
| FXI | ISHARES TRchina lg-cap etf | $4,350 | -7.9% | 160 | 0.0% | 0.00% | – | |
| LUCID GROUP INC | $1,378 | -14.3% | 200 | 0.0% | 0.00% | – | ||
| BXP | BOSTON PROPERTIES INC | $2,880 | +6.4% | 50 | 0.0% | 0.00% | – | |
| BLDE | BLADE AIR MOBILITY INC | $4,431 | +16.6% | 1,125 | 0.0% | 0.00% | – | |
| LOB | LIVE OAK BANCSHARES INC | $1,316 | +8.0% | 50 | 0.0% | 0.00% | – | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $3,988 | +1.4% | 396 | 0.0% | 0.00% | – | |
| META | LISTED FD TRroundhill ball | $4,142 | +10.7% | 399 | 0.0% | 0.00% | – | |
| BITF | BITFARMS LTD | $147 | +51.5% | 100 | 0.0% | 0.00% | – | |
| VO | VANGUARD INDEX FDSmid cap etf | $5,064 | +4.4% | 23 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $1,038 | -20.0% | 80 | 0.0% | 0.00% | – | |
| VB | VANGUARD INDEX FDSsmall cp etf | $796 | +5.0% | 4 | 0.0% | 0.00% | – | |
| VCYT | VERACYTE INC | $1,274 | +14.3% | 50 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC | $2,278 | +12.3% | 50 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $2,404 | +0.5% | 648 | 0.0% | 0.00% | – | |
| VIACA | PARAMOUNT GLOBAL | $74 | -28.2% | 4 | 0.0% | 0.00% | – | |
| GDRX | GOODRX HLDGS INC | $1,054 | -11.7% | 191 | 0.0% | 0.00% | – | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $1,746 | +7.5% | 20 | 0.0% | 0.00% | – | |
| GLOBAL X FDSgbl x blockchain | $771 | +38.7% | 25 | 0.0% | 0.00% | – | ||
| PTON | PELOTON INTERACTIVE INC | $1,776 | -32.2% | 231 | 0.0% | 0.00% | – | |
| GLOBAL X FDSsuperdividend | $2,055 | -2.0% | 91 | 0.0% | 0.00% | – | ||
| GPRO | GOPRO INCcl a | $414 | -17.7% | 100 | 0.0% | 0.00% | – | |
| PBRA | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $5,257 | +33.3% | 425 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $139 | -3.5% | 2 | 0.0% | 0.00% | – | |
| GPMT | GRANITE PT MTG TR INC | $95 | +6.7% | 18 | 0.0% | 0.00% | – | |
| GNOM | GLOBAL X FDSgenomic biotech | $1,818 | -1.6% | 150 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $463 | -1.3% | 70 | 0.0% | 0.00% | – | ||
| HPQ | HP INC | $92 | +4.5% | 3 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC | $1,345 | +39.8% | 723 | 0.0% | 0.00% | – | ||
| GM | GENERAL MTRS CO | $386 | +5.2% | 10 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $97 | +5.4% | 4 | 0.0% | 0.00% | – | |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $935 | +2.2% | 250 | 0.0% | 0.00% | – | |
| ARKQ | ARK ETF TRautnmus technlgy | $1,014 | +12.0% | 18 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $378 | -40.6% | 1,000 | 0.0% | 0.00% | – | ||
| FCEL | FUELCELL ENERGY INC | $216 | -24.2% | 100 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP | $2,397 | -2.3% | 300 | 0.0% | 0.00% | – | |
| MFMS | RBB FD INCmotley fool sml | $4,310 | +7.6% | 150 | 0.0% | 0.00% | – | |
| CMRE | COSTAMARE INC | $4,835 | +2.8% | 500 | 0.0% | 0.00% | – | |
| HSBC | HSBC HLDGS PLCspon adr new | $5,943 | +16.1% | 150 | 0.0% | 0.00% | – | |
| IPOS | RENAISSANCE CAP GREENWICH FDintntl ipo etf | $4,575 | -7.3% | 300 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,008 | -8.9% | 27 | 0.0% | 0.00% | – | |
| RIOT | RIOT PLATFORMS INC | $473 | +18.2% | 40 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC | $4,398 | +7.6% | 264 | 0.0% | 0.00% | – | ||
| OTLY | OATLY GROUP ABsponsored ads | $5,945 | -15.3% | 2,900 | 0.0% | 0.00% | -100.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $2,856 | +0.3% | 33 | 0.0% | 0.00% | – | |
| KN | KNOWLES CORP | $813 | +6.3% | 45 | 0.0% | 0.00% | – | |
| JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,230 | +1.3% | 136 | 0.0% | 0.00% | – | |
| WFRD | WEATHERFORD INTL PLC | $66 | +11.9% | 1 | 0.0% | 0.00% | – | |
| MANU | MANCHESTER UTD PLC NEWord cl a | $244 | +9.9% | 10 | 0.0% | 0.00% | – | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $5,847 | -3.1% | 300 | 0.0% | 0.00% | -100.0% | |
| AKBA | AKEBIA THERAPEUTICS INC | $513 | +63.4% | 561 | 0.0% | 0.00% | – | |
| IGV | ISHARES TRexpanded tech | $5,189 | +13.5% | 15 | 0.0% | 0.00% | – | |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $5,405 | -17.2% | 100 | 0.0% | 0.00% | -100.0% | |
| IWN | ISHARES TRrus 2000 val etf | $5,632 | +2.8% | 40 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $1,023 | +13.4% | 30 | 0.0% | 0.00% | – | |
| EFV | ISHARES TReafe value etf | $2,496 | +0.8% | 51 | 0.0% | 0.00% | – | |
| PCRX | PACIRA BIOSCIENCES INC | $4,167 | -1.8% | 104 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
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.