506 is the total number of securities HOWLAND CAPITAL MANAGEMENT LLC has owned. The longest HOWLAND CAPITAL MANAGEMENT LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 42 | 42 | 2.32% | 4.31% | 6.73% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC | 42 | 42 | 1.52% | 2.62% | 3.54% | Q2 2013 | Q3 2023 | 42 |
AMT | AMERICAN TOWER CORP NEW | 42 | 42 | 0.93% | 2.55% | 4.30% | Q2 2013 | Q3 2023 | 42 |
IDXX | IDEXX LABS INC | 42 | 42 | 1.30% | 2.31% | 3.45% | Q2 2013 | Q3 2023 | 42 |
DHR | DANAHER CORPORATION | 42 | 42 | 1.74% | 2.30% | 3.07% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 1.28% | 2.18% | 3.22% | Q2 2013 | Q3 2023 | 42 |
WSO | WATSCO INC | 42 | 42 | 1.18% | 2.02% | 3.23% | Q2 2013 | Q3 2023 | 42 |
MINT | PIMCO ETF TR | 42 | 42 | 0.59% | 1.85% | 3.40% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 1.22% | 1.82% | 2.40% | Q2 2013 | Q3 2023 | 42 |
ECL | Ecolab Incorporated | 42 | 42 | 1.27% | 1.70% | 2.50% | Q2 2013 | Q3 2023 | 42 |
KMX | Carmax Incorporated | 42 | 42 | 0.62% | 1.67% | 2.47% | Q2 2013 | Q3 2023 | 42 |
UGI | UGI Corporation | 42 | 42 | 0.02% | 1.66% | 2.44% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.25% | 1.49% | 3.28% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M Company | 42 | 42 | 0.04% | 1.35% | 2.09% | Q2 2013 | Q3 2023 | 42 |
GILD | GILEAD SCIENCES INC | 42 | 42 | 0.09% | 1.32% | 3.07% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.81% | 1.32% | 1.98% | Q2 2013 | Q3 2023 | 42 |
DIM | WISDOMTREE TR | 42 | 42 | 0.04% | 1.31% | 3.18% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORP | 42 | 42 | 0.33% | 1.29% | 1.76% | Q2 2013 | Q3 2023 | 42 |
MKC | McCormick & Co Non Vtg... | 42 | 42 | 0.83% | 1.18% | 1.52% | Q2 2013 | Q3 2023 | 42 |
CVX | ChevronTexaco Corp | 42 | 42 | 0.64% | 1.07% | 1.96% | Q2 2013 | Q3 2023 | 42 |
PAYX | Paychex Incorporated | 42 | 42 | 0.42% | 0.98% | 1.32% | Q2 2013 | Q3 2023 | 42 |
UPS | United Parcel Service ... | 42 | 42 | 0.11% | 0.95% | 2.00% | Q2 2013 | Q3 2023 | 42 |
DIS | Disney Walt Company | 42 | 42 | 0.03% | 0.84% | 2.84% | Q2 2013 | Q3 2023 | 42 |
AKAM | AKAMAI TECHNOLOGIES INC | 42 | 42 | 0.06% | 0.81% | 1.79% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO | 42 | 42 | 0.12% | 0.73% | 1.65% | Q2 2013 | Q3 2023 | 42 |
SLB | SCHLUMBERGER LTD | 42 | 42 | 0.02% | 0.71% | 1.69% | Q2 2013 | Q3 2023 | 42 |
MELI | MERCADOLIBRE INC | 42 | 42 | 0.16% | 0.66% | 1.34% | Q2 2013 | Q3 2023 | 42 |
PEP | Pepsico Incorporated | 42 | 42 | 0.34% | 0.63% | 1.77% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.10% | 0.63% | 1.46% | Q2 2013 | Q3 2023 | 42 |
INTC | Intel Corporation | 42 | 42 | 0.04% | 0.55% | 1.44% | Q2 2013 | Q3 2023 | 42 |
DVY | Ishares Tr Dow Jones S... | 42 | 42 | 0.14% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
MRK | Merck & Co Inc New | 42 | 42 | 0.16% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CAT | Caterpillar Incorporated | 42 | 42 | 0.05% | 0.25% | 0.39% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.02% | 0.25% | 0.78% | Q2 2013 | Q3 2023 | 42 |
KO | Coca Cola Company | 42 | 42 | 0.13% | 0.24% | 0.41% | Q2 2013 | Q3 2023 | 42 |
IUSV | Ishares Tr Russell 300... | 42 | 42 | 0.19% | 0.23% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.08% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 42 |
PFE | Pfizer Incorporated | 42 | 42 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.08% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SYK | STRYKER CORPORATION | 42 | 42 | 0.04% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB CO | 42 | 42 | 0.04% | 0.17% | 0.68% | Q2 2013 | Q3 2023 | 42 |
IBM | Intl Business Machines... | 42 | 42 | 0.05% | 0.17% | 0.54% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
HSY | Hershey Foods Corp | 42 | 42 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
EW | EGShares Emerging Mark... | 42 | 42 | 0.04% | 0.11% | 1.35% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
EMR | Emerson Electric Co | 42 | 42 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
T | AT&T Incorporated | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
GIS | GENERAL MLS INC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SYY | Sysco Incorporated | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MMC | MARSH & MCLENNAN COS INC | 42 | 42 | 0.05% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CSCO | Cisco Systems Inc | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BFB | Brown Forman Corp Cl B | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DEO | Diageo PLC Sponsored ADR | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S & P 500 ETF Trust | 41 | 41 | 0.84% | 1.04% | 1.48% | Q3 2013 | Q3 2023 | 41 |
YUM | YUM BRANDS INC | 41 | 41 | 0.17% | 0.88% | 1.32% | Q3 2013 | Q3 2023 | 41 |
DE | Deere & Company | 41 | 41 | 0.02% | 0.15% | 0.34% | Q3 2013 | Q3 2023 | 41 |
CMCSA | COMCAST CORP NEW | 41 | 41 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q3 2023 | 41 |
BFA | Brown-Forman Corp Cl A | 21 | 20 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 41 |
DRI | DARDEN RESTAURANTS INC | 27 | 14 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
TXN | Texas Instruments Inc | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
VWO | VANGUARD INTL EQUITY I... | 21 | 19 | 0.03% | 0.52% | 1.42% | Q3 2013 | Q3 2023 | 40 |
VTV | Vanguard Value Index Fund | 40 | 40 | 0.07% | 0.12% | 0.18% | Q4 2013 | Q3 2023 | 40 |
VSTM | VERASTEM INC | 40 | 40 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q1 2023 | 40 |
VEA | VANGUARD TAX-MANAGED I... | 40 | 40 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
VXF | VANGUARD INDEX FDS | 40 | 40 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
LLY | Lilly Eli & Company | 39 | 1 | 0.02% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 40 |
NSC | NORFOLK SOUTHN CORP | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
CFR | CULLEN FROST BANKERS INC | 39 | 39 | 0.05% | 0.41% | 0.81% | Q2 2013 | Q4 2022 | 39 |
MCO | Moody's Corporation | 33 | 6 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 39 |
CHD | CHURCH & DWIGHT INC | 39 | 39 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
KMB | KIMBERLY-CLARK CORP | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
YNDX | Yandex NV Cl A | 38 | 38 | 0.18% | 0.64% | 1.33% | Q2 2014 | Q3 2023 | 38 |
SNA | SNAP ON INC | 38 | 38 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q3 2022 | 38 |
ITW | Illinois Tool Works Inc | 21 | 1 | 0.01% | 0.11% | 0.20% | Q3 2013 | Q3 2023 | 38 |
IJR | ISHARES TR | 22 | 16 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 38 |
ROK | ROCKWELL AUTOMATION INC | 36 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2023 | 38 |
VEU | VANGUARD INTL EQUITY I... | 37 | 37 | 0.10% | 3.51% | 8.14% | Q3 2014 | Q3 2023 | 37 |
VTI | Vanguard Index Tr Tota... | 37 | 37 | 0.14% | 0.19% | 0.27% | Q3 2014 | Q3 2023 | 37 |
RPM | RPM INTL INC | 21 | 2 | 0.01% | 0.15% | 0.27% | Q3 2013 | Q3 2023 | 37 |
IWF | ISHARES TR | 37 | 37 | 0.08% | 0.12% | 0.14% | Q3 2014 | Q3 2023 | 37 |
VOE | Vanguard Index Funds M... | 37 | 37 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q3 2023 | 37 |
IWN | ISHARES TR | 37 | 37 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q3 2023 | 37 |
PM | PHILIP MORRIS INTL INC | 25 | 2 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 37 |
FISV | Fiserv Incorporated | 36 | 36 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 36 |
HAL | Halliburton Company | 34 | 2 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 36 |
TJX | TJX COS INC NEW | 35 | 35 | 0.02% | 1.70% | 2.56% | Q1 2015 | Q3 2023 | 35 |
WBA | Walgreens Boots Allian... | 35 | 35 | 0.04% | 1.17% | 2.74% | Q4 2014 | Q2 2023 | 35 |
TEL | TE CONNECTIVITY LTD | 34 | 34 | 0.36% | 1.53% | 2.19% | Q2 2015 | Q3 2023 | 34 |
PCI | PIMCO DYNMIC CREDIT AN... | 34 | 34 | 0.44% | 1.52% | 2.16% | Q2 2013 | Q3 2021 | 34 |
MDT | MEDTRONIC PLC | 34 | 34 | 0.03% | 1.39% | 1.90% | Q2 2015 | Q3 2023 | 34 |
COP | CONOCOPHILLIPS | 27 | 7 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 34 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.22% | 1.98% | 3.80% | Q2 2013 | Q2 2021 | 33 |
BRKB | Berkshire Hathaway Inc... | 31 | 1 | 0.39% | 1.71% | 3.93% | Q2 2013 | Q3 2023 | 33 |
ADP | Automatic Data Process... | 31 | 1 | 0.82% | 1.11% | 1.51% | Q2 2013 | Q3 2023 | 33 |
AEM | AGNICO EAGLE MINES LTD | 31 | 1 | 0.25% | 1.04% | 2.66% | Q2 2013 | Q3 2023 | 33 |
APH | AMPHENOL CORP NEW | 31 | 1 | 0.44% | 1.01% | 1.78% | Q2 2013 | Q3 2023 | 33 |
BRKA | Berkshire Hathaway Inc... | 31 | 1 | 0.37% | 0.94% | 1.48% | Q2 2013 | Q3 2023 | 33 |
AMZN | AMAZON COM INC | 31 | 1 | 0.04% | 0.34% | 0.63% | Q2 2013 | Q3 2023 | 33 |
CTSH | Cognizant Technology S... | 33 | 33 | 0.14% | 0.21% | 0.27% | Q3 2013 | Q3 2021 | 33 |
ABT | ABBOTT LABS | 31 | 1 | 0.14% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 33 |
EEM | ISHARES TR | 13 | 9 | 0.02% | 0.17% | 1.30% | Q2 2013 | Q3 2023 | 33 |
IT | GARTNER INC | 33 | 33 | 0.07% | 0.10% | 0.16% | Q3 2013 | Q3 2021 | 33 |
AZN | ASTRAZENECA PLC | 31 | 1 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 33 |
BDX | BECTON DICKINSON & CO | 31 | 1 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 33 |
AVY | AVERY DENNISON CORP | 31 | 1 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 33 |
BP | BP PLC | 31 | 1 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 33 |
AMP | AMERIPRISE FINL INC | 33 | 33 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2021 | 33 |
MO | ALTRIA GROUP INC | 24 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 33 |
GSK | Glaxo Smithkline PLC ADR | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2021 | 33 |
AAPL | APPLE INC | 31 | 1 | 0.28% | 1.01% | 3.62% | Q4 2014 | Q3 2023 | 32 |
ES | EVERSOURCE ENERGY | 32 | 32 | 0.39% | 0.92% | 1.33% | Q4 2015 | Q3 2023 | 32 |
POR | Portland General Elect... | 32 | 32 | 0.01% | 0.72% | 0.97% | Q2 2013 | Q1 2021 | 32 |
PDI | PIMCO Dynamic Income Fund | 31 | 1 | 0.01% | 0.40% | 1.39% | Q1 2015 | Q1 2023 | 32 |
IAU | ISHARES GOLD TRUST | 32 | 32 | 0.14% | 0.27% | 0.62% | Q2 2013 | Q1 2021 | 32 |
APD | Air Products & Chemica... | 31 | 1 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 32 |
NEO | NEOGENOMICS INC | 32 | 32 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 32 |
BR | BROADRIDGE FINL SOLUTI... | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2021 | 32 |
QCOM | QUALCOMM INC | 24 | 1 | 0.01% | 1.09% | 1.87% | Q2 2013 | Q3 2023 | 31 |
AMGN | Amgen Incorporated | 31 | 31 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
CB | CHUBB LIMITED | 30 | 30 | 1.37% | 1.92% | 2.31% | Q2 2016 | Q3 2023 | 30 |
BNS | Bank of Nova Scotia | 28 | 1 | 0.40% | 0.62% | 1.06% | Q2 2013 | Q4 2022 | 30 |
NVS | Novartis AG Sponsored ADR | 30 | 30 | 0.02% | 0.48% | 1.57% | Q2 2013 | Q3 2020 | 30 |
FB | META PLATFORMS INC | 30 | 30 | 0.02% | 0.26% | 1.16% | Q2 2016 | Q3 2023 | 30 |
AXP | AMERICAN EXPRESS CO | 23 | 1 | 0.02% | 0.11% | 0.17% | Q4 2014 | Q3 2023 | 30 |
SDY | SPDR S&P Dividend ETF | 23 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2022 | 30 |
LDUR | PIMCO Low Duration Act... | 29 | 29 | 0.28% | 1.32% | 2.44% | Q3 2016 | Q3 2023 | 29 |
FRC | First Republic Bank | 29 | 29 | 0.47% | 1.23% | 1.76% | Q4 2015 | Q4 2022 | 29 |
BSV | Vanguard Short Term Bo... | 21 | 8 | 0.03% | 0.89% | 2.21% | Q2 2013 | Q3 2023 | 29 |
BND | Vanguard Bond Index ETF | 20 | 9 | 0.01% | 0.38% | 0.89% | Q2 2013 | Q3 2022 | 29 |
USB | US BANCORP DEL | 29 | 29 | 0.02% | 0.34% | 0.86% | Q4 2015 | Q4 2022 | 29 |
CSX | CSX Corporation | 28 | 1 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q3 2023 | 29 |
FTV | FORTIVE CORP | 29 | 29 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
UNM | UNUM GROUP | 26 | 3 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2021 | 29 |
GOOGL | Alphabet Inc Cl A | 28 | 28 | 0.62% | 1.91% | 4.19% | Q4 2016 | Q3 2023 | 28 |
CLB | CORE LABORATORIES N V | 28 | 28 | 0.01% | 1.00% | 1.96% | Q2 2013 | Q1 2020 | 28 |
PYPL | PayPal Holdings Inc | 28 | 28 | 0.02% | 0.19% | 0.70% | Q4 2016 | Q3 2023 | 28 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q1 2020 | 28 |
VHI | Valhi Incorporated | 28 | 28 | 0.02% | 0.14% | 0.69% | Q2 2013 | Q1 2020 | 28 |
GOOG | Alphabet Inc Cl C | 28 | 28 | 0.05% | 0.13% | 0.28% | Q4 2016 | Q3 2023 | 28 |
MA | MASTERCARD INCORPORATED | 28 | 28 | 0.02% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
ISRG | INTUITIVE SURGICAL INC | 28 | 28 | 0.03% | 0.07% | 0.08% | Q4 2016 | Q3 2023 | 28 |
RTN | Raytheon Co New | 28 | 28 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2020 | 28 |
WEBK | WELLESLEY BANCORP INC | 28 | 28 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2020 | 28 |
VNQ | Vanguard Specialized R... | 26 | 2 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q1 2022 | 28 |
LOW | LOWES COS INC | 28 | 28 | 0.03% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
PSX | PHILLIPS 66 | 27 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2020 | 28 |
IWR | ISHARES TR | 13 | 7 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 28 |
AZPN | ASPEN TECHNOLOGY INC | 25 | 1 | 0.76% | 1.24% | 1.87% | Q2 2013 | Q1 2022 | 27 |
VGK | VANGUARD INTL EQUITY I... | 23 | 4 | 0.02% | 0.98% | 2.39% | Q2 2013 | Q3 2023 | 27 |
TGT | Target Incorporated | 27 | 27 | 0.02% | 0.10% | 1.14% | Q2 2013 | Q4 2019 | 27 |
ZBH | Zimmer Holdings Inc | 20 | 2 | 0.01% | 0.06% | 0.08% | Q4 2013 | Q2 2021 | 27 |
BAC | BK OF AMERICA CORP | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
RDSA | Royal Dutch Shell PLC ... | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
SMOG | VANECK VECTORS ETF TRUST | 27 | 27 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
XYL | XYLEM INC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
CLX | Clorox Company | 25 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 27 |
CBU | COMMUNITY BK SYS INC | 27 | 27 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2023 | 27 |
HCP | HCP Incorporated | 26 | 26 | 0.34% | 1.12% | 1.95% | Q2 2013 | Q3 2019 | 26 |
AWK | AMERICAN WTR WKS CO IN... | 26 | 26 | 0.31% | 1.06% | 1.34% | Q2 2017 | Q3 2023 | 26 |
INTU | Intuit, Inc. | 21 | 5 | 0.03% | 0.20% | 0.37% | Q3 2013 | Q3 2023 | 26 |
TRV | TRAVELERS COMPANIES INC | 21 | 5 | 0.02% | 0.09% | 0.11% | Q3 2013 | Q3 2023 | 26 |
EPD | Enterprise Products Pa... | 15 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 26 |
QCLN | FIRST TR NASDAQ-100 TE... | 14 | 12 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
KNSL | KINSALE CAP GROUP INC | 25 | 25 | 0.02% | 1.26% | 2.29% | Q3 2017 | Q3 2023 | 25 |
WFC | WELLS FARGO CO NEW | 20 | 5 | 0.02% | 0.80% | 1.66% | Q2 2013 | Q3 2023 | 25 |
BKF | Ishares MSCI BRIC Inde... | 25 | 25 | 0.05% | 0.22% | 0.62% | Q2 2013 | Q2 2019 | 25 |
MCHP | MICROCHIP TECHNOLOGY INC | 25 | 25 | 0.03% | 0.17% | 0.34% | Q2 2013 | Q2 2019 | 25 |
ILMN | ILLUMINA INC | 25 | 25 | 0.03% | 0.07% | 0.15% | Q3 2017 | Q3 2023 | 25 |
WY | WEYERHAEUSER CO MTN BE | 17 | 8 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 25 |
HON | HONEYWELL INTL INC | 24 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 25 |
NVO | Novo-Nordisk A S ADR | 9 | 7 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 25 |
D | Dominion Resources Inc | 25 | 25 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2020 | 25 |
SBUX | Starbucks Corporation | 21 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 24 |
GLD | SPDR GOLD TRUST | 23 | 23 | 0.22% | 0.32% | 0.55% | Q1 2018 | Q3 2023 | 23 |
COST | COSTCO WHSL CORP NEW | 21 | 1 | 0.02% | 0.11% | 0.33% | Q1 2017 | Q3 2023 | 23 |
IP | INTL PAPER CO | 23 | 23 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q1 2019 | 23 |
ORCL | Oracle Systems Corp | 19 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 23 |
GPC | GENUINE PARTS CO | 23 | 23 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
BAX | BAXTER INTL INC | 22 | 1 | 0.01% | 0.03% | 0.03% | Q4 2014 | Q1 2022 | 23 |
VNLA | JANUS DETROIT STR TR | 22 | 22 | 0.45% | 0.65% | 1.02% | Q2 2018 | Q3 2023 | 22 |
PX | Praxair Incorporated | 22 | 22 | 0.33% | 0.55% | 0.74% | Q2 2013 | Q3 2018 | 22 |
NTRS | Northern Trust Corp | 22 | 22 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q3 2018 | 22 |
CRCM | CARE COM INC | 22 | 22 | 0.01% | 0.05% | 0.12% | Q3 2014 | Q4 2019 | 22 |
VOD | Vodafone Group PLC Spo... | 21 | 21 | 0.06% | 0.76% | 1.32% | Q2 2014 | Q2 2019 | 21 |
CEF | SPROTT PHYSICAL GOLD &... | 20 | 1 | 0.51% | 0.74% | 0.99% | Q2 2018 | Q3 2023 | 21 |
CEF | Central Fund Canada | 20 | 1 | 0.13% | 0.32% | 1.35% | Q2 2013 | Q3 2018 | 21 |
KSU | KANSAS CITY SOUTHERN | 21 | 21 | 0.11% | 0.15% | 0.23% | Q3 2013 | Q3 2018 | 21 |
SEE | Sealed Air Corporation | 21 | 21 | 0.09% | 0.12% | 0.16% | Q3 2013 | Q3 2018 | 21 |
WM | WASTE MGMT INC DEL | 21 | 21 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q3 2018 | 21 |
UNH | UNITEDHEALTH GROUP INC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
PBD | INVESCO EXCH TRADED FD... | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
SON | Sonoco Products Co. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2023 | 21 |
CELG | CELGENE CORP | 20 | 20 | 0.02% | 0.90% | 1.89% | Q4 2014 | Q3 2019 | 20 |
VLY | VALLEY NATL BANCORP | 20 | 20 | 0.01% | 0.10% | 0.88% | Q2 2013 | Q1 2018 | 20 |
RIO | Rio Tinto PLC ADR | 20 | 20 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q2 2018 | 20 |
CI | THE CIGNA GROUP | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
VIG | VANGUARD SPECIALIZED F... | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
STZ | CONSTELLATION BRANDS INC | 19 | 19 | 0.17% | 0.76% | 1.20% | Q1 2019 | Q3 2023 | 19 |
W | WAYFAIR INC | 19 | 19 | 0.08% | 0.41% | 0.96% | Q1 2019 | Q3 2023 | 19 |
GG | GOLDCORP INC NEW | 15 | 1 | 0.01% | 0.21% | 0.53% | Q1 2014 | Q1 2019 | 19 |
YUMC | Yum China Holdings, Inc. | 19 | 19 | 0.06% | 0.07% | 0.11% | Q1 2017 | Q3 2021 | 19 |
NKE | NIKE INC | 18 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 19 |
SRCL | STERICYCLE INC | 18 | 18 | 0.02% | 0.79% | 1.29% | Q2 2013 | Q3 2017 | 18 |
NVDA | NVIDIA CORPORATION | 15 | 3 | 0.02% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 18 |
ESRX | Express Scripts Holdin... | 18 | 18 | 0.03% | 0.07% | 0.09% | Q3 2013 | Q4 2017 | 18 |
DOW | DOW INC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
DD | DUPONT DE NEMOURS INC | 18 | 18 | 0.02% | 0.04% | 0.17% | Q2 2019 | Q3 2023 | 18 |
IJH | ISHARES TR | 16 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 18 |
GWW | GRAINGER W W INC | 17 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2018 | 18 |
FDX | FedEx Corporation | 11 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 18 |
IWM | ISHARES TR | 14 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.51% | 1.08% | 1.47% | Q2 2013 | Q2 2017 | 17 |
ESGD | ISHARES TR | 17 | 17 | 0.47% | 0.96% | 1.21% | Q3 2019 | Q3 2023 | 17 |
ESGE | ISHARES INC | 17 | 17 | 0.08% | 0.14% | 0.18% | Q3 2019 | Q3 2023 | 17 |
OVAS | OVASCIENCE INC | 17 | 17 | 0.00% | 0.12% | 0.61% | Q3 2014 | Q3 2018 | 17 |
LIN | LINDE PLC | 17 | 17 | 0.03% | 0.07% | 0.51% | Q4 2018 | Q4 2022 | 17 |
ADBE | ADOBE SYSTEMS INCORPOR... | 17 | 17 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
HEDJ | WISDOMTREE TR | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 17 |
ZTS | ZOETIS INC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
LHX | L3HARRIS TECHNOLOGIES INC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
BX | BLACKSTONE INC | 17 | 17 | 0.02% | 0.03% | 0.20% | Q3 2019 | Q3 2023 | 17 |
UEIC | UNIVERSAL ELECTRS INC | 15 | 2 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 17 |
MDLZ | MONDELEZ INTL INC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WMT | WALMART INC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PEAK | HEALTHPEAK PROPERTIES INC | 16 | 16 | 0.02% | 0.76% | 1.16% | Q4 2019 | Q3 2023 | 16 |
DOW | Dow Chemical Company | 16 | 16 | 0.13% | 0.15% | 0.16% | Q3 2013 | Q2 2017 | 16 |
GVI | ISHARES TR | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
VYM | VANGUARD WHITEHALL FDS... | 12 | 1 | 0.02% | 0.06% | 0.08% | Q3 2014 | Q3 2019 | 16 |
REGN | REGENERON PHARMACEUTICALS | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CMG | CHIPOTLE MEXICAN GRILL... | 16 | 16 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2017 | 16 |
IVV | ISHARES TR | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BIIB | BIOGEN INC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 16 |
CBRE | CBRE Group Inc | 15 | 15 | 0.22% | 0.99% | 1.43% | Q2 2013 | Q4 2016 | 15 |
FTI | FMC Technologies | 15 | 15 | 0.03% | 0.65% | 1.12% | Q2 2013 | Q4 2016 | 15 |
ACWX | ISHARES TR | 15 | 15 | 0.01% | 0.33% | 4.42% | Q1 2020 | Q3 2023 | 15 |
CTVA | CORTEVA INC | 9 | 6 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 15 |
AMAT | APPLIED MATLS INC | 12 | 1 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 15 |
AEP | AMERICAN ELEC PWR CO INC | 8 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 15 |
SHW | SHERWIN WILLIAMS CO | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 15 |
XEC | CIMAREX ENERGY CO | 14 | 14 | 0.04% | 0.79% | 1.25% | Q3 2015 | Q4 2018 | 14 |
PHYS | SPROTT PHYSICAL GOLD TR | 14 | 14 | 0.34% | 0.75% | 1.04% | Q2 2020 | Q3 2023 | 14 |
CLH | Clean Harbors Inc | 14 | 14 | 0.07% | 0.57% | 1.11% | Q2 2013 | Q3 2016 | 14 |
PAY | VeriFone Systems Inc | 14 | 14 | 0.02% | 0.33% | 0.45% | Q2 2013 | Q3 2016 | 14 |
VOO | VANGUARD INDEX FDS | 14 | 14 | 0.18% | 0.27% | 0.36% | Q2 2020 | Q3 2023 | 14 |
BOND | PIMCO ETF TR | 14 | 14 | 0.02% | 0.09% | 0.28% | Q2 2019 | Q3 2022 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TSLA | TESLA INC | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
KRE | SPDR SER TR | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2020 | 14 |
ALGN | ALIGN TECHNOLOGY INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
EV | EATON VANCE CORP | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2020 | 14 |
IWB | ISHARES TR | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2023 | 14 |
KLAC | KLA CORP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CNI | CANADIAN NATL RY CO | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 14 |
DSU | Blackrock Debt Strateg... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
ECON | EGShares Emerging Mark... | 13 | 13 | 1.26% | 1.51% | 1.78% | Q3 2013 | Q3 2016 | 13 |
SO | Southern Company | 7 | 2 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2020 | 13 |
NFLX | NETFLIX INC | 8 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
CARR | CARRIER GLOBAL CORPORA... | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 13 |
EL | LAUDER ESTEE COS INC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2023 | 13 |
OTIS | OTIS WORLDWIDE CORP | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
SRE | SEMPRA ENERGY | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 13 |
BRKL | BROOKLINE BANCORP INC DEL | 11 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 13 |
SPGI | S&P GLOBAL INC | 12 | 12 | 0.26% | 1.51% | 2.21% | Q4 2020 | Q3 2023 | 12 |
ORLY | OREILLY AUTOMOTIVE INC | 12 | 12 | 0.01% | 0.30% | 1.12% | Q4 2020 | Q3 2023 | 12 |
EBC | EASTERN BANKSHARES INC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
FNV | FRANCO NEV CORP | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CME | CME GROUP INC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TIP | Ishares Tr US Treas In... | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
MMP | MAGELLAN MIDSTREAM PRT... | 8 | 2 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q2 2023 | 12 |
SWKS | SKYWORKS SOLUTIONS INC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 12 |
ACE | Ace Limited | 11 | 11 | 1.61% | 1.78% | 2.03% | Q2 2013 | Q4 2015 | 11 |
SLH | Solera Holdings Inc | 11 | 11 | 0.40% | 1.28% | 1.63% | Q2 2013 | Q4 2015 | 11 |
MS | MORGAN STANLEY | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
MDY | SPDR S&P MIDCAP 400 ET... | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HSIC | SCHEIN HENRY INC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2018 | 11 |
HRS | HARRIS CORP DEL | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 11 |
WPM | WHEATON PRECIOUS METAL... | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
CACI | CACI INTL INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
VCIT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
ACN | ACCENTURE PLC IRELAND | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ZAIS | ZAIS Group Holdings | 11 | 11 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2018 | 11 |
VHI | VALHI INC NEW | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
CMI | CUMMINS INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
DOV | DOVER CORP | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.47% | 0.58% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Apple Computer Inc | 6 | 4 | 0.25% | 0.32% | 0.40% | Q2 2013 | Q4 2015 | 10 | |
TPL | TEXAS PACIFIC LAND COR... | 10 | 10 | 0.23% | 0.32% | 0.51% | Q1 2021 | Q2 2023 | 10 |
CB | Chubb Corporation | 10 | 10 | 0.25% | 0.29% | 0.36% | Q3 2013 | Q4 2015 | 10 |
NFG | National Fuel Gas Company | 10 | 10 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q4 2015 | 10 |
VO | Vanguard Midcap ETF | 9 | 1 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q1 2022 | 10 |
C | Citigroup Incorporated... | 8 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2019 | 10 |
SU | Suncor Inc | 6 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 10 |
NEE | NEXTERA ENERGY INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
XLK | SELECT SECTOR SPDR TR | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
EBAY | Ebay Incorporated | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 10 |
NTR | NUTRIEN LTD | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
OXY | Occidental Petroleum C... | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2023 | 10 |
LSXMA | LIBERTY MEDIA CORP DEL | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
MKL | MARKEL GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
DMLP | DORCHESTER MINERALS LP | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Berkshire Hathaway Inc... | 5 | 4 | 1.22% | 1.34% | 1.49% | Q3 2013 | Q4 2015 | 9 | |
Aspen Technology Inc | 5 | 4 | 0.86% | 1.01% | 1.16% | Q3 2013 | Q4 2015 | 9 | |
Bank of Nova Scotia | 5 | 4 | 0.36% | 0.94% | 1.20% | Q3 2013 | Q4 2015 | 9 | |
Automatic Data Process... | 5 | 4 | 0.86% | 0.93% | 0.98% | Q3 2013 | Q4 2015 | 9 | |
Amphenol Corp Cl A | 5 | 4 | 0.55% | 0.80% | 0.97% | Q3 2013 | Q4 2015 | 9 | |
Agnico Eagle Mines | 5 | 4 | 0.28% | 0.65% | 0.91% | Q3 2013 | Q4 2015 | 9 | |
Berkshire Hathaway Inc... | 5 | 4 | 0.35% | 0.54% | 0.61% | Q3 2013 | Q4 2015 | 9 | |
GENERAL ELECTRIC CO | 9 | 9 | 0.26% | 0.34% | 0.42% | Q3 2021 | Q3 2023 | 9 | |
Abbott Laboratories | 5 | 4 | 0.17% | 0.19% | 0.21% | Q3 2013 | Q4 2015 | 9 | |
Astrazeneca ADR | 5 | 4 | 0.14% | 0.18% | 0.23% | Q3 2013 | Q4 2015 | 9 | |
Amazon.com, Inc. | 5 | 4 | 0.13% | 0.18% | 0.27% | Q3 2013 | Q4 2015 | 9 | |
American Express Co | 5 | 4 | 0.13% | 0.17% | 0.22% | Q3 2013 | Q4 2015 | 9 | |
BP Amoco PLC ADR | 5 | 4 | 0.07% | 0.13% | 0.18% | Q3 2013 | Q4 2015 | 9 | |
Avery Dennison Corp | 5 | 4 | 0.06% | 0.09% | 0.12% | Q3 2013 | Q4 2015 | 9 | |
Air Products & Chemica... | 5 | 4 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q4 2015 | 9 | |
SPG | Simon Property Group | 6 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 9 |
Becton Dickinson & Co | 5 | 4 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2015 | 9 | |
CMCSK | Comcast Corp Cl A Special | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q3 2015 | 9 |
QQQ | INVESCO QQQ TR | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
COL | ROCKWELL COLLINS INC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 9 |
NUV | NUVEEN MUN VALUE FD INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
STT | State Street Corp | 5 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 9 |
BLK | BLACKROCK INC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2021 | 9 |
GDX | VanEck Vectors Gold Mi... | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2022 | 9 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
WTRG | ESSENTIAL UTILS INC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
CALA | CALITHERA BIOSCIENCES INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
NOR | Noranda Aluminum Holdi... | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
NUAN | Nuance Communications Inc | 8 | 8 | 0.31% | 0.68% | 1.01% | Q2 2013 | Q1 2015 | 8 |
MBBYF | MOBILEYE N V AMSTELVEEN | 8 | 8 | 0.38% | 0.60% | 0.82% | Q3 2015 | Q2 2017 | 8 |
HDV | ISHARES TR | 8 | 8 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q3 2020 | 8 |
AVGO | BROADCOM INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HCA | HCA HEALTHCARE INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
COMM | COMMSCOPE HLDG CO INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
VOT | VANGUARD INDEX FDS | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
BGCP | BGC Partners, Inc. Cl A | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
ECON | COLUMBIA ETF TR II | 7 | 7 | 0.92% | 2.08% | 2.58% | Q1 2017 | Q3 2018 | 7 |
MDT | Medtronic Inc | 7 | 7 | 1.06% | 1.15% | 1.32% | Q2 2013 | Q4 2014 | 7 |
NU | Northeast Utilities | 7 | 7 | 0.93% | 1.04% | 1.23% | Q2 2013 | Q4 2014 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.43% | 0.60% | 0.75% | Q3 2017 | Q1 2019 | 7 |
NUE | NUCOR CORP | 7 | 7 | 0.01% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
ETN | EATON CORP PLC | 7 | 7 | 0.01% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 7 |
TBT | Proshares Ultrashort L... | 7 | 7 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q4 2014 | 7 |
BCR | Bard C R Incorporated | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2017 | 7 |
HTWO | HF2 Financial Manageme... | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 7 |
CPNG | COUPANG INC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
CI | CIGNA CORPORATION | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2018 | 7 |
NOBL | PROSHARES TR | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PCL | Plum Creek Timber Co Inc | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 7 |
BA | BOEING CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
VV | VANGUARD INDEX FDS | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
VGT | VANGUARD WORLD FDS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
OUSTWS | OUSTER INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WAG | Walgreen Company | 6 | 6 | 1.79% | 1.99% | 2.20% | Q2 2013 | Q3 2014 | 6 |
ASPEN TECHNOLOGY INC | 6 | 6 | 0.46% | 0.91% | 1.29% | Q2 2022 | Q3 2023 | 6 | |
EOG | EOG RES INC | 6 | 6 | 0.25% | 0.58% | 0.70% | Q4 2018 | Q1 2020 | 6 |
ICSH | ISHARES TR | 6 | 6 | 0.13% | 0.32% | 0.38% | Q2 2022 | Q3 2023 | 6 |
SCI | SERVICE CORP INTL | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SHELL PLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 | |
MAS | MASCO CORP | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TEVA | Teva Pharmaceutical In... | 6 | 6 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Baxter International Inc | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 6 | |
UDR | UDR INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EAT | BRINKER INTL INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
VTRS | VIATRIS INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
EQR | EQUITY RESIDENTIAL | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EFX | EQUIFAX INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 6 |
VB | VANGUARD INDEX FDS | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 6 |
ADK | ADCARE HEALTH SYSTEMS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
FTR | Frontier Communication... | 5 | 5 | 0.24% | 0.57% | 0.75% | Q2 2013 | Q2 2014 | 5 |
IXUS | ISHARES TR | 4 | 1 | 0.07% | 0.57% | 0.73% | Q2 2022 | Q3 2023 | 5 |
SPLS | Staples Incorporated | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 5 |
RSTI | Rofin-Sinar Technologi... | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
KHC | Kraft Heinz Company | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 5 |
CATC | CAMBRIDGE BANCORP | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
PBD | Powershares Global ETF... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
ICLN | ISHARES TR | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SRPT | SAREPTA THERAPEUTICS INC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 5 |
PENN | PENN NATL GAMING INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
IRM | IRON MTN INC DEL | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HOOK | HOOKIPA PHARMA INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
CDE | COEUR MNG INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
PSNL | PERSONALIS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMTPRB | AMERICAN TOWER CORP NEW | 4 | 4 | 1.26% | 1.32% | 1.37% | Q1 2017 | Q4 2017 | 4 |
IBDP | ISHARES TR | 4 | 4 | 0.05% | 0.37% | 0.70% | Q4 2022 | Q3 2023 | 4 |
EXPD | Expeditors Intl Wash Inc | 4 | 4 | 0.06% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
ALNY | ALNYLAM PHARMACEUTICAL... | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
IBMN | ISHARES TR | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
IBMM | ISHARES TR | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GOOGL | Google Incorporated Cl A | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2015 | 4 |
NQP | Nuveen PA Inv Quality ... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
IBMO | ISHARES TR | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SQ | SQUARE INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
SNAP | SNAP INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
ENB | ENBRIDGE INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
FTI | TECHNIPFMC PLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
VAR | Varian Medical Systems... | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 4 |
CRWD | CROWDSTRIKE HLDGS INC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
MSB | MESABI TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
RJI | Swedish Export Credit ... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
XRAY | DENTSPLY SIRONA INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 4 |
KIM | KIMCO RLTY CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
EQIX | EQUINIX INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 4 |
ROST | ROSS STORES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
F | Ford Motor Company | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
SHOP | SHOPIFY INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
SAN | BANCO SANTANDER SA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
EYPT | EYEPOINT PHARMACEUTICA... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
VOD | Vodafone Group PLC Spo... | 3 | 3 | 1.16% | 1.17% | 1.19% | Q2 2013 | Q4 2013 | 3 |
TUC | Mac Gray Corporation | 3 | 3 | 0.54% | 0.62% | 0.72% | Q2 2013 | Q4 2013 | 3 |
IBDQ | ISHARES TR | 3 | 3 | 0.25% | 0.41% | 0.64% | Q1 2023 | Q3 2023 | 3 |
IBDR | ISHARES TR | 3 | 3 | 0.09% | 0.21% | 0.38% | Q1 2023 | Q3 2023 | 3 |
IBDO | ISHARES TR | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
IBDS | ISHARES TR | 3 | 3 | 0.02% | 0.10% | 0.21% | Q1 2023 | Q3 2023 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 | |
LULU | Lululemon Athletica | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q1 2014 | 3 |
IBTD | ISHARES TR | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
IBDT | ISHARES TR | 3 | 3 | 0.02% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
IBTE | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
LINDE PLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 | |
TSU | TIM Participacoes S.A.... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
HCN | Health Care REIT Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
BFK | Blackrock Muni Income ... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
DGRW | WISDOMTREE TR | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Bard C R Incorporated | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 3 | |
ROKU | ROKU INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MYL | Mylan Laboratories Inc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 3 |
KMI | Kinder Morgan Holding Co. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
MUA | Blackrock MuniAssets F... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
VRTX | VERTEX PHARMACEUTICALS... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
XRAY | Dentsply Intl Inc New | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 3 |
EOS | Eaton Vance Enhanced E... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
BCE | BCE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 3 |
DUK | DUKE ENERGY CORP NEW | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
IVE | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
CPRT | COPART INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
IVW | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
XLV | SELECT SECTOR SPDR TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
FWONK | LIBERTY MEDIA CORP DEL | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
IBDU | ISHARES TR | 2 | 2 | 0.03% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
GDX | Market Vectors Gold ETF | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
SBCF | SEACOAST BKG CORP FLA | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
WELL | Welltower, Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
PNRA | Panera Bread Company | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
GOOG | Google Incorporated Cl C | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 2 |
HP | Helmerich & Payne Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
KRFT | Kraft Foods Group Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
4945SC | Kinder Morgan Energy P... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
MPA | Blackrock MuniYield PA... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
IBTF | ISHARES TR | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 2 |
K | KELLOGG CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
TWTR | TWITTER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
INNL | Innocoll Holdings AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
ANSS | ANSYS INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 | |
SNPS | SYNOPSYS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
TRNO | TERRENO RLTY CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
WIN | Windstream Corp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
TPL | TEXAS PAC LD TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
CDK | CDK Global, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
IRBT | IROBOT CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Bank of America Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 | |
FUN | CEDAR FAIR L P | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
IBDV | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OUST | OUSTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
LQD | Ishares Iboxx Inv Grad... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
IBHE | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
A309PS | Directv Group Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Alico, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 | |
RIG | Transocean LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
BMYRT | BRISTOL MYERS SQUIBB CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ATI | ALLEGHENY TECHNOLOGIES... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Anadarko Petroleum Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 | |
WMB | Williams Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
GOL | GOL Linhas Aereas Inte... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
WFM | Whole Foods Market Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
TM | Toyota Motor Corp ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Amgen Incorporated | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
AON | AON PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
LLTC | Linear Technology Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SVXY | PROSHARES TR II | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WRE | WASHINGTON REAL ESTATE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BRO | BROWN & BROWN INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ULTA | ULTA BEAUTY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
RFI | COHEN & STEERS TOTAL R... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
AC | ASSOCIATED CAP GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CYRX | CRYOPORT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GLIBA | GCI LIBERTY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
WTR | AQUA AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SUB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PDO | PIMCO DYNAMIC INCOME O... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IHIT | INVESCO HIGH INCOME 20... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HHY | Brookfield High Income... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
INNL | Innocoll AG Sponsored ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CC | Chemours Company | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CASI | CASI PHARMACEUTICALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ACRX | AcelRx Pharmaceuticals... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CALT | CALLIDITAS THERAPEUTIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, VISA INC, and AMERICAN TOWER CORP NEW, are the highest-conviction holdings of HOWLAND CAPITAL MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by HOWLAND CAPITAL MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HOWLAND CAPITAL MANAGEMENT LLC owns currently or has owned in the past.