$233 Million is the total value of Clean Yield Group's 485 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 78.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COMstock | $11,005,502 | -2.4% | 84,703 | +3.8% | 4.73% | -9.7% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $9,057,915 | +15.6% | 179,899 | +0.7% | 3.89% | +7.0% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $8,281,759 | +25.9% | 530,882 | +4.7% | 3.56% | +16.5% |
| DOC | Buy | PHYSICIANS RLTY TR COMreit | $6,502,852 | +6.6% | 449,402 | +10.7% | 2.79% | -1.4% |
| TU | Buy | TELUS CORPORATION COMstock | $5,768,554 | +1.8% | 298,734 | +4.7% | 2.48% | -5.8% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR CAP COMreit | $5,446,077 | +10.2% | 187,925 | +13.8% | 2.34% | +2.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $5,245,822 | +13.3% | 209,247 | +3.5% | 2.25% | +4.8% |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $4,964,781 | +135.4% | 177,758 | +97.3% | 2.13% | +117.8% |
| NOMD | Buy | NOMAD FOODS LTD USD ORD SHSstock | $4,384,960 | +42.5% | 254,348 | +17.3% | 1.88% | +31.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $3,866,666 | +5.7% | 16,188 | +0.1% | 1.66% | -2.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $3,224,153 | +6.3% | 13,444 | +3.2% | 1.38% | -1.6% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $3,203,457 | +22.1% | 21,137 | +1.7% | 1.38% | +13.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC COMstock | $2,396,974 | +28.2% | 15,322 | +0.5% | 1.03% | +18.7% |
| CUZ | Buy | COUSINS PPTYS INC COM NEWreit | $2,295,118 | +229411.8% | 90,752 | +161957.1% | 0.99% | – |
| JWA | Buy | WILEY JOHN & SONS INC CL Astock | $2,084,803 | +644.6% | 52,042 | +598.6% | 0.90% | +588.5% |
| PEP | Buy | PEPSICO INC COMstock | $2,002,742 | +11.6% | 11,086 | +0.9% | 0.86% | +3.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $1,833,308 | +17.9% | 12,028 | +0.7% | 0.79% | +9.0% |
| New | SCHWAB CHARLES FAMILY FD AMT TAX FREE MNYmoney market fund | $1,791,464 | – | 1,791,464 | +100.0% | 0.77% | – | |
| UTMD | Buy | UTAH MED PRODS INC COMstock | $1,615,417 | +18.3% | 16,069 | +0.3% | 0.69% | +9.5% |
| GRNB | Buy | VANECK GREEN BOND ETFetf | $1,514,853 | +2.5% | 65,891 | +0.3% | 0.65% | -5.1% |
| LLY | Buy | LILLY ELI & CO COMstock | $1,446,531 | +14.6% | 3,954 | +1.3% | 0.62% | +6.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,426,809 | +108.9% | 4,619 | +80.5% | 0.61% | +93.4% |
| HD | Buy | HOME DEPOT INCstock | $1,365,463 | +15.2% | 4,323 | +0.7% | 0.59% | +6.5% |
| SYK | Buy | STRYKER CORPORATION COMstock | $1,353,986 | +21.9% | 5,538 | +1.0% | 0.58% | +12.8% |
| MRK | Buy | MERCK & CO INC COMstock | $1,320,605 | +33.9% | 11,903 | +3.9% | 0.57% | +23.8% |
| SCHO | Buy | SCHWAB SHORT-TERM US TREASURY ETFetf | $1,259,016 | +102.1% | 26,099 | +102.3% | 0.54% | +87.2% |
| USB | Buy | US BANCORP DEL COM NEWstock | $1,147,554 | +9.7% | 26,314 | +1.4% | 0.49% | +1.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $1,120,270 | +84.0% | 2,113 | +75.2% | 0.48% | +70.0% |
| GOOGL | Buy | ALPHABET CLASS Astock | $1,034,761 | -1.3% | 11,728 | +7.0% | 0.44% | -8.6% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $935,864 | +15.0% | 9,400 | +18.2% | 0.40% | +6.3% |
| PFE | Buy | PFIZER INC COMstock | $750,154 | +22.4% | 14,640 | +4.5% | 0.32% | +13.4% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $736,516 | +17.7% | 8,810 | +10.4% | 0.32% | +8.6% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $726,617 | +13.0% | 1,900 | +5.6% | 0.31% | +4.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $553,964 | +5.5% | 14,060 | +1.7% | 0.24% | -2.5% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $551,279 | +37.5% | 4,998 | +8.7% | 0.24% | +27.4% |
| HUBB | Buy | HUBBELL INC COMstock | $535,774 | +12.1% | 2,283 | +6.4% | 0.23% | +3.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $474,351 | -5.1% | 5,346 | +2.8% | 0.20% | -12.1% |
| DIS | Buy | DISNEY WALT CO COMstock | $407,815 | -2.0% | 4,694 | +6.3% | 0.18% | -9.3% |
| SYY | Buy | SYSCO CORP COMstock | $407,894 | +10.5% | 5,335 | +2.1% | 0.18% | +2.3% |
| KO | Buy | COCA COLA CO COMstock | $402,303 | +25.7% | 6,325 | +10.8% | 0.17% | +16.1% |
| MCD | Buy | MCDONALDS CORP COMstock | $373,158 | +34.7% | 1,416 | +18.0% | 0.16% | +24.0% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $356,349 | +34.5% | 1,156 | +1.7% | 0.15% | +24.4% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $316,610 | +76.9% | 2,361 | +37.5% | 0.14% | +63.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $317,156 | +13.7% | 4,408 | +12.3% | 0.14% | +5.4% |
| CVS | Buy | CVS HEALTH CORP COMstock | $294,108 | +0.7% | 3,156 | +2.9% | 0.13% | -7.4% |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $272,640 | – | 12,000 | +100.0% | 0.12% | – |
| HSY | Buy | HERSHEY CO COMstock | $270,011 | +11.1% | 1,166 | +6.0% | 0.12% | +2.7% |
| WMT | Buy | WALMART INC COMstock | $248,133 | +19.3% | 1,750 | +9.4% | 0.11% | +10.3% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $248,270 | +40.3% | 2,963 | +3.4% | 0.11% | +30.5% | |
| VTV | Buy | VANGUARD VALUE ETFetf | $229,365 | +19.5% | 1,634 | +5.1% | 0.10% | +11.2% |
| T | Buy | AT&T INC COMstock | $226,572 | +22.5% | 12,307 | +2.1% | 0.10% | +12.8% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $218,019 | +26.8% | 1,752 | +20.7% | 0.09% | +17.5% |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $200,957 | – | 938 | +100.0% | 0.09% | – |
| WAB | Buy | WABTEC COMstock | $197,125 | +24.0% | 1,975 | +0.8% | 0.08% | +14.9% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $196,613 | +8.6% | 1,131 | +0.9% | 0.08% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $189,511 | +49.2% | 1,208 | +52.5% | 0.08% | +37.3% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $185,193 | +7.7% | 869 | +8.2% | 0.08% | 0.0% |
| TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $169,843 | – | 1,570 | +100.0% | 0.07% | – |
| CVX | Buy | CHEVRON CORP NEW COMstock | $171,054 | +41.4% | 953 | +13.0% | 0.07% | +30.4% |
| NEM | New | NEWMONT CORP COMstock | $132,160 | – | 2,800 | +100.0% | 0.06% | – |
| EMR | Buy | EMERSON ELEC CO COMstock | $129,585 | +44.0% | 1,349 | +9.3% | 0.06% | +33.3% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $127,627 | +11.0% | 3,091 | +8.5% | 0.06% | +3.8% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COMcef | $124,743 | +8.5% | 10,971 | +0.9% | 0.05% | +1.9% |
| NXP | Buy | NUVEEN SELECT TAX-FREE INCOME SH BEN INTcef | $92,545 | +7.6% | 6,653 | +0.7% | 0.04% | 0.0% |
| HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $87,976 | +2.3% | 1,797 | +0.7% | 0.04% | -5.0% |
| BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $88,269 | +20.9% | 965 | +20.6% | 0.04% | +11.8% |
| NUW | Buy | NUVEEN AMT-FREE MUN VALUE FD COMcef | $87,482 | +4.1% | 6,428 | +0.6% | 0.04% | -2.6% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $85,032 | +325.2% | 451 | +279.0% | 0.04% | +311.1% |
| AY | Buy | ATLANTICA SUSTAINABLE INFR PLC SHSstock | $80,290 | +105.9% | 3,100 | +106.7% | 0.03% | +88.9% |
| SBUX | Buy | STARBUCKS CORP COMstock | $70,432 | +32.9% | 710 | +13.6% | 0.03% | +20.0% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $64,119 | +0.2% | 825 | +3.4% | 0.03% | -6.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $64,440 | +13.1% | 408 | +6.5% | 0.03% | +7.7% |
| CRM | Buy | SALESFORCE INC COMstock | $61,124 | -7.4% | 461 | +1.1% | 0.03% | -16.1% |
| MPC | New | MARATHON PETE CORP COMstock | $58,544 | – | 503 | +100.0% | 0.02% | – |
| New | BROOKFIELD CORP CL A LTD VT SHstock | $55,716 | – | 1,771 | +100.0% | 0.02% | – | |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $54,833 | +3.5% | 520 | +0.8% | 0.02% | -4.0% |
| QCOM | Buy | QUALCOMM INC COMstock | $52,771 | +14.7% | 480 | +18.2% | 0.02% | +9.5% |
| AGZ | Buy | ISHARES AGENCY BOND ETFetf | $48,596 | -0.8% | 457 | +0.2% | 0.02% | -8.7% |
| COP | New | CONOCOPHILLIPS COMstock | $40,710 | – | 345 | +100.0% | 0.02% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $39,378 | – | 406 | +100.0% | 0.02% | – |
| CME | Buy | CME GROUP INC COMstock | $36,323 | +1110.8% | 216 | +1170.6% | 0.02% | +1500.0% |
| TJX | Buy | TJX COS INC NEW COMstock | $31,601 | +66.3% | 397 | +28.5% | 0.01% | +55.6% |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $23,167 | – | 552 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC COMstock | $24,093 | – | 34 | +100.0% | 0.01% | – |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $20,126 | -16.1% | 2,123 | +3.0% | 0.01% | -18.2% | |
| TFC | Buy | TRUIST FINL CORP COMstock | $20,999 | +75.0% | 488 | +74.3% | 0.01% | +50.0% |
| TWLO | Buy | TWILIO INC CL Astock | $19,584 | -6.7% | 400 | +33.3% | 0.01% | -20.0% |
| AQUA | Buy | EVOQUA WATER TECHNOLOGIES CORP COMstock | $18,850 | +34.6% | 476 | +12.0% | 0.01% | +33.3% |
| COF | Buy | CAPITAL ONE FINL CORP COMstock | $15,617 | +212.3% | 168 | +217.0% | 0.01% | +250.0% |
| BAC | Buy | BANK AMERICA CORP COMstock | $15,699 | +42.7% | 474 | +25.1% | 0.01% | +40.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $13,557 | +23.2% | 155 | +1.3% | 0.01% | +20.0% |
| XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $12,825 | – | 375 | +100.0% | 0.01% | – |
| MET | Buy | METLIFE INC COMstock | $13,967 | +1296.7% | 193 | +777.3% | 0.01% | – |
| VV | New | VANGUARD LARGE-CAP ETFetf | $14,284 | – | 82 | +100.0% | 0.01% | – |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $13,845 | – | 276 | +100.0% | 0.01% | – |
| EXC | New | EXELON CORP COMstock | $15,044 | – | 348 | +100.0% | 0.01% | – |
| IWP | New | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $12,289 | – | 147 | +100.0% | 0.01% | – |
| FB | Buy | META PLATFORMS INC CL Astock | $12,154 | +143.1% | 101 | +152.5% | 0.01% | +150.0% |
| PLUG | Buy | PLUG POWER INC COM NEWstock | $8,449 | -6.1% | 683 | +51.8% | 0.00% | 0.0% |
| D | New | DOMINION ENERGY INC COMstock | $8,401 | – | 137 | +100.0% | 0.00% | – |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $8,553 | +71.1% | 48 | +77.8% | 0.00% | +100.0% |
| New | CONSTELLATION ENERGY CORP COMstock | $10,000 | – | 116 | +100.0% | 0.00% | – | |
| TLRY | Buy | TILRAY BRANDS INC COM CL 2stock | $9,953 | +10.6% | 3,700 | +8.8% | 0.00% | 0.0% |
| ARMK | Buy | ARAMARK COMstock | $9,176 | +31.1% | 222 | +0.5% | 0.00% | +33.3% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $8,685 | -3.5% | 110 | +10.0% | 0.00% | 0.0% |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $7,952 | – | 204 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC COMstock | $5,906 | – | 80 | +100.0% | 0.00% | – |
| SDOG | New | ALPS SECTOR DIVIDEND DOGS ETFetf | $6,687 | – | 130 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $6,144 | – | 74 | +100.0% | 0.00% | – |
| VB | New | VANGUARD SMALL-CAP ETFetf | $7,342 | – | 40 | +100.0% | 0.00% | – |
| RNG | New | RINGCENTRAL INC CL Astock | $3,540 | – | 100 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL COMstock | $4,403 | – | 134 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 COMstock | $5,724 | – | 55 | +100.0% | 0.00% | – |
| SQ | Buy | BLOCK INC CL Astock | $4,399 | +46.6% | 70 | +16.7% | 0.00% | +100.0% |
| IWS | New | ISHARES RUSSELL MID-CAP VALUE ETFetf | $4,951 | – | 47 | +100.0% | 0.00% | – |
| STNE | Buy | STONECO LTD COM CL Astock | $3,870 | +29.0% | 410 | +24.2% | 0.00% | +100.0% |
| SCZ | New | ISHARES MSCI EAFE SMALL-CAP ETFetf | $3,897 | – | 69 | +100.0% | 0.00% | – |
| JSTC | Buy | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETFetf | $4,804 | +20.1% | 323 | +0.9% | 0.00% | 0.0% |
| TD | New | TORONTO DOMINION BK ONT COM NEWstock | $3,562 | – | 55 | +100.0% | 0.00% | – |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC COMstock | $2,266 | +126.6% | 8 | +166.7% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD SHSstock | $2,181 | – | 19 | +100.0% | 0.00% | – |
| GVA | New | GRANITE CONSTR INC COMstock | $2,876 | – | 82 | +100.0% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP COMstock | $3,423 | – | 62 | +100.0% | 0.00% | – |
| XLRE | New | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $1,920 | – | 52 | +100.0% | 0.00% | – |
| LNG | New | CHENIERE ENERGY INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SEAS | New | SEAWORLD ENTMT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CARA | New | CARA THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TTCF | Buy | TATTOOED CHEF INC COM CL Astock | $554 | -72.3% | 450 | +28.6% | 0.00% | -100.0% |
| TGNA | New | TEGNA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TDS | New | TELEPHONE & DATA SYS INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TLS | New | TELOS CORP MD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CCJ | New | CAMECO CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| UFI | New | UNIFI INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| PAHC | New | PHIBRO ANIMAL HEALTH CORP CL A COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| BIF | Buy | SRH TOTAL RETURN FUND INC COMcef | $1 | – | 0 | +100.0% | 0.00% | – |
| PZZA | New | PAPA JOHNS INTL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| QQQ | Buy | INVESCO QQQ TRUSTput | $666 | -99.9% | 2,500 | +25.0% | 0.00% | -100.0% |
| VIAV | New | VIAVI SOLUTIONS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VIAC | New | PARAMOUNT GLOBAL CLASS B COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EWBC | Exit | EAST WEST BANCORP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AMRS | New | AMYRIS INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MGNX | New | MACROGENICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SGH | New | SMART GLOBAL HLDGS INC SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| GLNG | New | GOLAR LNG LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LTC | Exit | LTC PPTYS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| New | COHERENT CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| EQIX | Exit | EQUINIX INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| Exit | FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $0 | – | 0 | +100.0% | 0.00% | – | |
| BLL | Exit | BALL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HXL | Exit | HEXCEL CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| SMOG | Exit | VANECK LOW CARBON ENERGY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| AOS | Exit | SMITH A O CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| TREX | Exit | TREX CO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| AVB | Exit | AVALONBAY CMNTYS INC COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| SKYY | Exit | FIRST TRUST CLOUD COMPUTING ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| SBGI | New | SINCLAIR BROADCAST GROUP INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| New | COCRYSTAL PHARMA INC COM NEWstock | $815 | – | 418 | +100.0% | 0.00% | – | |
| C | New | CITIGROUP INC COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.9% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.5% |
| Cisco Systems Inc | 42 | Q3 2023 | 3.7% |
| McCormick & Co Inc Non Vtg | 42 | Q3 2023 | 3.2% |
| AUTOMATIC DATA PROCESSING INC COM | 42 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 2.1% |
| ILLINOIS TOOL WORKS INC | 42 | Q3 2023 | 2.3% |
| INTUIT INC | 42 | Q3 2023 | 1.8% |
| EXPEDITORS INTL WASH INC COM | 42 | Q3 2023 | 1.8% |
| AMGEN INC COM | 42 | Q3 2023 | 1.7% |
View Clean Yield Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| PX14A6G | 2024-04-05 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-26 |
| PX14A6G | 2023-05-16 |
| 13F-HR | 2023-04-26 |
| PX14A6G | 2023-04-13 |
| PX14A6G | 2023-04-10 |
| PX14A6G | 2023-03-30 |
| PX14A6G | 2023-03-17 |
View Clean Yield Group'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.