Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC COM | 86,760 | -255 | $16,704 |
AAPL | 86,760 | -255 | $16,704 |
UNILEVER PLC SPON ADR NEW | 179,667 | +2,970 | $8,710 |
UL | 179,667 | +2,970 | $8,710 |
GSK PLC SPONSORED ADR | 213,431 | +5,692 | $7,910 |
GSK | 213,431 | +5,692 | $7,910 |
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 510,522 | -22,635 | $7,285 |
TAK | 510,522 | -22,635 | $7,285 |
SPROUTS FMRS MKT INC COM | 150,754 | -8,295 | $7,253 |
SFM | 150,754 | -8,295 | $7,253 |
TELUS CORPORATION COM | 336,381 | -6,580 | $5,984 |
TU | 336,381 | -6,580 | $5,984 |
HANNON ARMSTRONG SUST INFR CAP COM | 214,335 | -12,973 | $5,911 |
HASI | 214,335 | -12,973 | $5,911 |
SMITH & NEPHEW PLC SPDN ADR NEW | 214,252 | +5,805 | $5,845 |
SNN | 214,252 | +5,805 | $5,845 |
SJW GROUP COM | 88,360 | +9,123 | $5,774 |
SJW | 88,360 | +9,123 | $5,774 |
PHYSICIANS RLTY TR COM | 433,577 | -46,254 | $5,771 |
DOC | 433,577 | -46,254 | $5,771 |
NOMAD FOODS LTD USD ORD SHS | 336,861 | -6,805 | $5,710 |
NOMD | 336,861 | -6,805 | $5,710 |
VODAFONE GROUP PLC NEW SPONSORED ADR | 626,563 | -133,865 | $5,451 |
VOD | 626,563 | -133,865 | $5,451 |
MICROSOFT CORP COM | 13,570 | -207 | $5,103 |
MSFT | 13,570 | -207 | $5,103 |
HEALTHPEAK PROPERTIES INC COM | 243,857 | -21,345 | $4,828 |
PEAK | 243,857 | -21,345 | $4,828 |
NOVO NORDISK A S ADR | 39,917 | -845 | $4,129 |
NVO | 39,917 | -845 | $4,129 |
AMALGAMATED FINANCIAL CORP COM | 145,464 | +4,960 | $3,919 |
AMAL | 145,464 | +4,960 | $3,919 |
STAG INDL INC COM | 99,540 | -2,308 | $3,908 |
STAG | 99,540 | -2,308 | $3,908 |
JOHNSON & JOHNSON COM | 23,497 | -26 | $3,683 |
JNJ | 23,497 | -26 | $3,683 |
INTERNATIONAL BUSINESS MACHS COM | 22,128 | -290 | $3,619 |
IBM | 22,128 | -290 | $3,619 |
HEALTHCARE RLTY TR CL A COM | 210,005 | -30,110 | $3,618 |
HR | 210,005 | -30,110 | $3,618 |
AUTOMATIC DATA PROCESSING INC COM | 15,279 | UNCH | $3,560 |
ADP | 15,279 | UNCH | $3,560 |
CISCO SYS INC COM | 68,999 | +1,355 | $3,486 |
CSCO | 68,999 | +1,355 | $3,486 |
FIRST SOLAR INC COM | 19,930 | +8,373 | $3,434 |
FSLR | 19,930 | +8,373 | $3,434 |
CHECK POINT SOFTWARE TECH LTD ORD | 21,221 | +792 | $3,242 |
CHKP | 21,221 | +792 | $3,242 |
AMERESCO INC CL A | 102,214 | -2,135 | $3,237 |
AMRC | 102,214 | -2,135 | $3,237 |
CAMDEN NATL CORP COM | 80,749 | +4,235 | $3,039 |
CAC | 80,749 | +4,235 | $3,039 |
NOKIA CORP SPONSORED ADR | 886,765 | -47,970 | $3,033 |
NOK | 886,765 | -47,970 | $3,033 |
PROCTER AND GAMBLE CO COM | 20,032 | -180 | $2,936 |
PG | 20,032 | -180 | $2,936 |
AMERICAN WTR WKS CO INC NEW COM | 21,416 | +9,484 | $2,827 |
AWK | 21,416 | +9,484 | $2,827 |
ORGANON & CO COMMON STOCK | 186,358 | -100,092 | $2,687 |
OGN | 186,358 | -100,092 | $2,687 |
UTAH MED PRODS INC COM | 31,748 | +485 | $2,674 |
UTMD | 31,748 | +485 | $2,674 |
GENERAL MLS INC COM | 38,337 | -175 | $2,497 |
GIS | 38,337 | -175 | $2,497 |
INTUIT COM | 3,667 | -46 | $2,292 |
INTU | 3,667 | -46 | $2,292 |
ILLINOIS TOOL WKS INC COM | 8,592 | -25 | $2,251 |
ITW | 8,592 | -25 | $2,251 |
MCCORMICK & CO INC COM NON VTG | 32,443 | UNCH | $2,220 |
MKC | 32,443 | UNCH | $2,220 |
ELI LILLY & CO COM | 3,743 | -87 | $2,182 |
LLY | 3,743 | -87 | $2,182 |
QUEST DIAGNOSTICS INC COM | 15,801 | +475 | $2,179 |
DGX | 15,801 | +475 | $2,179 |
AMGEN INC COM | 7,349 | -120 | $2,117 |
AMGN | 7,349 | -120 | $2,117 |
EXPEDITORS INTL WASH INC COM | 16,635 | -10 | $2,116 |
EXPD | 16,635 | -10 | $2,116 |
COLGATE PALMOLIVE CO COM | 26,024 | -851 | $2,074 |
CL | 26,024 | -851 | $2,074 |
PEPSICO INC COM | 11,785 | UNCH | $2,002 |
PEP | 11,785 | UNCH | $2,002 |
BECTON DICKINSON & CO COM | 6,796 | -22 | $1,657 |
BDX | 6,796 | -22 | $1,657 |
THERMO FISHER SCIENTIFIC INC COM | 2,904 | -102 | $1,541 |
TMO | 2,904 | -102 | $1,541 |
STRYKER CORPORATION COM | 5,078 | UNCH | $1,521 |
SYK | 5,078 | UNCH | $1,521 |
HINGHAM INSTN SVGS MASS COM | 7,589 | -1,646 | $1,475 |
HIFS | 7,589 | -1,646 | $1,475 |
HOME DEPOT INC | 4,049 | -146 | $1,403 |
HD | 4,049 | -146 | $1,403 |
ALPHABET CLASS A | 9,640 | -395 | $1,347 |
GOOGL | 9,640 | -395 | $1,347 |
MERCK & CO INC COM | 12,225 | -182 | $1,333 |
MRK | 12,225 | -182 | $1,333 |
VANECK GREEN BOND ETF (GRNB) | 55,136 | -5,633 | $1,314 |
GRNB | 55,136 | -5,633 | $1,314 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,279 | ||
BRK.B | 3,585 | -85 | $1,279 |
HOLOGIC INC COM | 16,575 | +16,200 | $1,184 |
HOLX | 16,575 | +16,200 | $1,184 |
SPDR S&P 500 ETF TRUST (SPY) | $1,088 | ||
SPY | 2,300 | UNCH | $1,093 |
Put | 10,300 | +1,800 | $5 |
UNITEDHEALTH GROUP INC COM | 2,045 | -5 | $1,077 |
UNH | 2,045 | -5 | $1,077 |
KADANT INC COM | 3,825 | UNCH | $1,072 |
KAI | 3,825 | UNCH | $1,072 |
US BANCORP DEL COM NEW | 24,548 | -233 | $1,062 |
USB | 24,548 | -233 | $1,062 |
NVIDIA CORPORATION COM | 1,780 | UNCH | $881 |
NVDA | 1,780 | UNCH | $881 |
ALPHABET INC CAP STK CL C | 5,589 | UNCH | $788 |
GOOG | 5,589 | UNCH | $788 |
TRIMBLE INC COM | 14,452 | -69 | $769 |
TRMB | 14,452 | -69 | $769 |
ABBOTT LABS COM | 6,648 | -79 | $732 |
ABT | 6,648 | -79 | $732 |
ABBVIE INC COM | 4,716 | UNCH | $731 |
ABBV | 4,716 | UNCH | $731 |
SMUCKER J M CO COM NEW | 5,730 | UNCH | $724 |
SJM | 5,730 | UNCH | $724 |
HUBBELL INC COM | 2,183 | -100 | $718 |
HUBB | 2,183 | -100 | $718 |
SCHWAB CHARLES CORP COM | 10,240 | UNCH | $705 |
SCHW | 10,240 | UNCH | $705 |
CALIFORNIA WTR SVC GROUP COM | 12,885 | UNCH | $668 |
CWT | 12,885 | UNCH | $668 |
AGILENT TECHNOLOGIES INC COM | 4,427 | UNCH | $615 |
A | 4,427 | UNCH | $615 |
TRACTOR SUPPLY CO COM | 2,777 | UNCH | $597 |
TSCO | 2,777 | UNCH | $597 |
AMERICAN EXPRESS CO COM | 3,132 | UNCH | $587 |
AXP | 3,132 | UNCH | $587 |
NEXTERA ENERGY INC COM | 9,110 | UNCH | $553 |
NEE | 9,110 | UNCH | $553 |
MID AMER APT CMNTYS INC COM | 3,958 | -150 | $532 |
MAA | 3,958 | -150 | $532 |
HELIOS TECHNOLOGIES INC COM | 11,644 | UNCH | $528 |
HLIO | 11,644 | UNCH | $528 |
OREILLY AUTOMOTIVE INC COM | 550 | UNCH | $523 |
ORLY | 550 | UNCH | $523 |
TEXAS INSTRS INC COM | 2,963 | -170 | $505 |
TXN | 2,963 | -170 | $505 |
ESSENTIAL UTILS INC COM | 13,520 | -1,430 | $505 |
WTRG | 13,520 | -1,430 | $505 |
MASTERCARD INCORPORATED CL A | 1,178 | -25 | $502 |
MA | 1,178 | -25 | $502 |
INVESCO QQQ TRUST SERIES I | 1,220 | -2 | $500 |
QQQ | 1,220 | -2 | $500 |
EXXON MOBIL CORP COM | 4,848 | -982 | $485 |
XOM | 4,848 | -982 | $485 |
DISNEY WALT CO COM | 5,349 | UNCH | $483 |
DIS | 5,349 | UNCH | $483 |
MIDDLESEX WTR CO COM | 7,225 | -560 | $474 |
MSEX | 7,225 | -560 | $474 |
AFLAC INC COM | 5,657 | -1,000 | $467 |
AFL | 5,657 | -1,000 | $467 |
PAYCHEX INC COM | 3,883 | UNCH | $463 |
PAYX | 3,883 | UNCH | $463 |
INTEL CORP COM | 9,129 | UNCH | $459 |
INTC | 9,129 | UNCH | $459 |
PROLOGIS INC. COM | 3,336 | UNCH | $445 |
PLD | 3,336 | UNCH | $445 |
PFIZER INC COM | 15,254 | -379 | $439 |
PFE | 15,254 | -379 | $439 |
MCDONALDS CORP COM | 1,362 | UNCH | $404 |
MCD | 1,362 | UNCH | $404 |
ASTRAZENECA PLC SPONSORED ADR | 5,900 | UNCH | $397 |
AZN | 5,900 | UNCH | $397 |
GENERAL ELECTRIC CO COM NEW | 3,113 | UNCH | $397 |
GE | 3,113 | UNCH | $397 |
ISHARES U.S. TREASURY BOND ETF (GOVT) | 17,000 | -10,200 | $392 |
GOVT | 17,000 | -10,200 | $392 |
HAIN CELESTIAL GROUP INC | 34,822 | -7,650 | $381 |
HAIN | 34,822 | -7,650 | $381 |
VERIZON COMMUNICATIONS INC COM | 10,111 | -60 | $381 |
VZ | 10,111 | -60 | $381 |
SYSCO CORP COM | 5,135 | UNCH | $376 |
SYY | 5,135 | UNCH | $376 |
KEYSIGHT TECHNOLOGIES INC COM | 2,354 | UNCH | $374 |
KEYS | 2,354 | UNCH | $374 |
TARGET CORP COM | 2,598 | -88 | $370 |
TGT | 2,598 | -88 | $370 |
COCA COLA CO COM | 6,243 | UNCH | $368 |
KO | 6,243 | UNCH | $368 |
JPMORGAN CHASE & CO COM | 2,078 | UNCH | $353 |
JPM | 2,078 | UNCH | $353 |
LOWES COS INC COM | 1,561 | -30 | $347 |
LOW | 1,561 | -30 | $347 |
WATTS WATER TECHNOLOGIES INC CL A | 1,596 | UNCH | $333 |
WTS | 1,596 | UNCH | $333 |
COSTCO WHSL CORP NEW COM | 501 | -64 | $331 |
COST | 501 | -64 | $331 |
ISHARES RUSSELL 1000 GROWTH ETF (IWF) | 1,088 | UNCH | $330 |
IWF | 1,088 | UNCH | $330 |
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) | 7,095 | -800 | $329 |
VMBS | 7,095 | -800 | $329 |
3M CO COM | 2,900 | UNCH | $317 |
MMM | 2,900 | UNCH | $317 |
SCHWAB SHORT TERM US TREASURY ETF (SCHO) | 6,500 | -14,800 | $315 |
SCHO | 6,500 | -14,800 | $315 |
GENUINE PARTS CO COM | 2,267 | UNCH | $314 |
GPC | 2,267 | UNCH | $314 |
WATERS CORP COM | 935 | +265 | $308 |
WAT | 935 | +265 | $308 |
AMAZON COM INC COM | 1,975 | UNCH | $300 |
AMZN | 1,975 | UNCH | $300 |
COMCAST CORP NEW CL A | 6,800 | -59 | $298 |
CMCSA | 6,800 | -59 | $298 |
THE CIGNA GROUP COM | 983 | UNCH | $294 |
CI | 983 | UNCH | $294 |
AIR PRODS & CHEMS INC COM | 962 | UNCH | $263 |
APD | 962 | UNCH | $263 |
METTLER TOLEDO INTERNATIONAL COM | 215 | UNCH | $261 |
MTD | 215 | UNCH | $261 |
WABTEC COM | 1,956 | UNCH | $248 |
WAB | 1,956 | UNCH | $248 |
WALMART INC COM | 1,575 | UNCH | $248 |
WMT | 1,575 | UNCH | $248 |
RENAISSANCERE HLDGS LTD COM | 1,260 | UNCH | $247 |
RNR | 1,260 | UNCH | $247 |
UNION PAC CORP COM | 1,000 | -466 | $246 |
UNP | 1,000 | -466 | $246 |
CHURCH & DWIGHT CO INC COM | 2,510 | UNCH | $237 |
CHD | 2,510 | UNCH | $237 |
ANSYS INC COM | 630 | UNCH | $229 |
ANSS | 630 | UNCH | $229 |
AMPHENOL CORP NEW CL A | 2,300 | UNCH | $228 |
APH | 2,300 | UNCH | $228 |
ISHARES 10 20 YEAR TREASURY BOND ETF (TLH) | 2,100 | +530 | $227 |
TLH | 2,100 | +530 | $227 |
ISHARES 20 YEAR TREASURY BOND ETF (TLT) | 2,280 | -2,050 | $225 |
TLT | 2,280 | -2,050 | $225 |
BRISTOL MYERS SQUIBB CO COM | 4,180 | UNCH | $214 |
BMY | 4,180 | UNCH | $214 |
IRON MTN INC DEL COM | 3,000 | UNCH | $210 |
IRM | 3,000 | UNCH | $210 |
HERSHEY CO COM | 1,100 | -33 | $205 |
HSY | 1,100 | -33 | $205 |
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) | 1,052 | UNCH | $202 |
XLK | 1,052 | UNCH | $202 |
LABORATORY CORP AMER HLDGS COM NEW | 859 | UNCH | $195 |
LH | 859 | UNCH | $195 |
MOODYS CORP COM | 500 | UNCH | $195 |
MCO | 500 | UNCH | $195 |
VANGUARD MID CAP ETF (VO) | 808 | UNCH | $188 |
VO | 808 | UNCH | $188 |
MCKESSON CORP COM | 397 | UNCH | $184 |
MCK | 397 | UNCH | $184 |
FEDEX CORP COM | 725 | UNCH | $183 |
FDX | 725 | UNCH | $183 |
AT&T INC COM | 10,654 | UNCH | $179 |
T | 10,654 | UNCH | $179 |
SPDR GOLD SHARES (GLD) | 926 | UNCH | $177 |
GLD | 926 | UNCH | $177 |
ACUITY BRANDS INC COM | 835 | UNCH | $171 |
AYI | 835 | UNCH | $171 |
WEYERHAEUSER CO MTN BE COM NEW | 4,896 | UNCH | $170 |
WY | 4,896 | UNCH | $170 |
CVS HEALTH CORP COM | 2,115 | -30 | $167 |
CVS | 2,115 | -30 | $167 |
DANAHER CORPORATION COM | 715 | UNCH | $165 |
DHR | 715 | UNCH | $165 |
ORACLE CORP COM | 1,552 | UNCH | $164 |
ORCL | 1,552 | UNCH | $164 |
NEOGEN CORP COM | 8,066 | UNCH | $162 |
NEOG | 8,066 | UNCH | $162 |
UNITED PARCEL SERVICE INC CL B | 1,021 | UNCH | $161 |
UPS | 1,021 | UNCH | $161 |
VANGUARD GROWTH ETF (VUG) | 504 | UNCH | $157 |
VUG | 504 | UNCH | $157 |
MICROCHIP TECHNOLOGY INC. COM | 1,727 | UNCH | $156 |
MCHP | 1,727 | UNCH | $156 |
NIKE INC CL B | 1,436 | UNCH | $156 |
NKE | 1,436 | UNCH | $156 |
TENNANT CO COM | 1,666 | UNCH | $154 |
TNC | 1,666 | UNCH | $154 |
VANGUARD VALUE ETF (VTV) | 1,015 | -79 | $152 |
VTV | 1,015 | -79 | $152 |
RTX CORPORATION COM | 1,749 | UNCH | $147 |
RTX | 1,749 | UNCH | $147 |
VANGUARD SHORT TERM BOND ETF (BSV) | 1,849 | UNCH | $142 |
BSV | 1,849 | UNCH | $142 |
SHERWIN WILLIAMS CO COM | 455 | UNCH | $142 |
SHW | 455 | UNCH | $142 |
VISA INC COM CL A | 542 | UNCH | $141 |
V | 542 | UNCH | $141 |
CME GROUP INC COM | 666 | UNCH | $140 |
CME | 666 | UNCH | $140 |
VANECK GOLD MINERS ETF (GDX) | 4,470 | UNCH | $139 |
GDX | 4,470 | UNCH | $139 |
MSCI INC COM | 245 | UNCH | $139 |
MSCI | 245 | UNCH | $139 |
COLUMBIA BKG SYS INC COM | 5,107 | -2,743 | $136 |
COLB | 5,107 | -2,743 | $136 |
CARMAX INC COM | 1,765 | UNCH | $135 |
KMX | 1,765 | UNCH | $135 |
WASTE MGMT INC DEL COM | 751 | -425 | $135 |
WM | 751 | -425 | $135 |
NORFOLK SOUTHN CORP COM | 550 | UNCH | $130 |
NSC | 550 | UNCH | $130 |
ATLANTICA SUSTAINABLE INFR PLC SHS | 6,000 | +2,500 | $129 |
AY | 6,000 | +2,500 | $129 |
CARRIER GLOBAL CORPORATION COM | 2,224 | -35 | $128 |
CARR | 2,224 | -35 | $128 |
ZOETIS INC CL A | 650 | UNCH | $128 |
ZTS | 650 | UNCH | $128 |
CHEVRON CORP NEW COM | 843 | UNCH | $126 |
CVX | 843 | UNCH | $126 |
KIMBERLY CLARK CORP COM | 1,022 | UNCH | $124 |
KMB | 1,022 | UNCH | $124 |
PPG INDS INC COM | 830 | -155 | $124 |
PPG | 830 | -155 | $124 |
TRAVELERS COMPANIES INC COM | 650 | UNCH | $124 |
TRV | 650 | UNCH | $124 |
WEC ENERGY GROUP INC COM | 1,470 | UNCH | $124 |
WEC | 1,470 | UNCH | $124 |
VERTEX PHARMACEUTICALS INC COM | 300 | UNCH | $122 |
VRTX | 300 | UNCH | $122 |
SALESFORCE INC COM | 461 | UNCH | $121 |
CRM | 461 | UNCH | $121 |
NUVEEN AMT FREE QLTY MUN INCME COM | 10,971 | UNCH | $121 |
NEA | 10,971 | UNCH | $121 |
EMERSON ELEC CO COM | 1,234 | UNCH | $120 |
EMR | 1,234 | UNCH | $120 |
FIFTH THIRD BANCORP COM | 3,456 | UNCH | $119 |
FITB | 3,456 | UNCH | $119 |
ALEXANDRIA REAL ESTATE EQ INC COM | 930 | +610 | $118 |
ARE | 930 | +610 | $118 |
SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL) | 1,183 | +218 | $108 |
BIL | 1,183 | +218 | $108 |
WALGREENS BOOTS ALLIANCE INC COM | 4,000 | UNCH | $104 |
WBA | 4,000 | UNCH | $104 |
AVERY DENNISON CORP COM | 504 | UNCH | $102 |
AVY | 504 | UNCH | $102 |
GALLAGHER ARTHUR J & CO COM | 451 | UNCH | $101 |
AJG | 451 | UNCH | $101 |
CORNING INC COM | 3,300 | UNCH | $100 |
GLW | 3,300 | UNCH | $100 |
ISHARES RUSSELL 2000 ETF (IWM) | 500 | UNCH | $100 |
IWM | 500 | UNCH | $100 |
MASCO CORP COM | 1,500 | UNCH | $100 |
MAS | 1,500 | UNCH | $100 |
ALCON AG ORD SHS | 1,265 | -250 | $99 |
ALC | 1,265 | -250 | $99 |
NUVEEN SELECT TAX FREE INCOME SH BEN INT | 6,653 | UNCH | $98 |
NXP | 6,653 | UNCH | $98 |
WELLS FARGO CO NEW COM | 2,000 | UNCH | $98 |
WFC | 2,000 | UNCH | $98 |
DOVER CORP COM | 633 | UNCH | $97 |
DOV | 633 | UNCH | $97 |
VANGUARD EXTENDED DURATION TREASURY ETF (EDV) | 1,200 | +1,200 | $97 |
EDV | 1,200 | +1,200 | $97 |
IDACORP INC COM | 985 | -285 | $97 |
IDA | 985 | -285 | $97 |
WEX INC COM | 500 | UNCH | $97 |
WEX | 500 | UNCH | $97 |
HP INC COM | 3,200 | UNCH | $96 |
HPQ | 3,200 | UNCH | $96 |
PALANTIR TECHNOLOGIES INC CL A | 5,350 | UNCH | $92 |
PLTR | 5,350 | UNCH | $92 |
ISHARES SELECT DIVIDEND ETF (DVY) | 778 | UNCH | $91 |
DVY | 778 | UNCH | $91 |
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF (HYMB) | 3,593 | UNCH | $91 |
HYMB | 3,593 | UNCH | $91 |
ISHARES S&P MID CAP 400 VALUE ETF (IJJ) | 800 | UNCH | $91 |
IJJ | 800 | UNCH | $91 |
CENCORA INC COM | 500 | UNCH | $90 |
ABC | 500 | UNCH | $90 |
YUM BRANDS INC COM | 680 | UNCH | $89 |
YUM | 680 | UNCH | $89 |
NUVEEN AMT FREE MUN VALUE FD COM | 6,428 | UNCH | $88 |
NUW | 6,428 | UNCH | $88 |
DENTSPLY SIRONA INC COM | 2,460 | UNCH | $88 |
XRAY | 2,460 | UNCH | $88 |
ISHARES CORE S&P SMALL CAP ETF (IJR) | 800 | UNCH | $87 |
IJR | 800 | UNCH | $87 |
MARRIOTT INTL INC NEW CL A | 381 | UNCH | $86 |
MAR | 381 | UNCH | $86 |
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 1,097 | UNCH | $85 |
GEHC | 1,097 | UNCH | $85 |
ROPER TECHNOLOGIES INC COM | 153 | UNCH | $83 |
ROP | 153 | UNCH | $83 |
VANECK JUNIOR GOLD MINERS ETF (GDXJ) | 2,095 | UNCH | $79 |
GDXJ | 2,095 | UNCH | $79 |
GLOBAL X SILVER MINERS ETF (SIL) | 2,745 | -1,200 | $78 |
SIL | 2,745 | -1,200 | $78 |
PALO ALTO NETWORKS INC COM | 261 | UNCH | $77 |
PANW | 261 | UNCH | $77 |
UTILITIES SELECT SECTOR SPDR FUND (XLU) | 1,200 | UNCH | $76 |
XLU | 1,200 | UNCH | $76 |
VANGUARD HEALTH CARE ETF (VHT) | 300 | UNCH | $75 |
VHT | 300 | UNCH | $75 |
CONSTELLATION BRANDS INC CL A | 300 | UNCH | $73 |
STZ | 300 | UNCH | $73 |
CATERPILLAR INC COM | 245 | UNCH | $72 |
CAT | 245 | UNCH | $72 |
FACTSET RESH SYS INC COM | 150 | UNCH | $72 |
FDS | 150 | UNCH | $72 |
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | 1,300 | UNCH | $70 |
DGRO | 1,300 | UNCH | $70 |
GRAINGER W W INC COM | 85 | UNCH | $70 |
GWW | 85 | UNCH | $70 |
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX) | 1,768 | UNCH | $69 |
SPYX | 1,768 | UNCH | $69 |
WORTHINGTON ENTERPRISES INC COM | 1,200 | UNCH | $69 |
WOR | 1,200 | UNCH | $69 |
XYLEM INC COM | 600 | UNCH | $69 |
XYL | 600 | UNCH | $69 |
CDW CORP COM | 300 | UNCH | $68 |
CDW | 300 | UNCH | $68 |
EASTMAN CHEM CO COM | 755 | UNCH | $68 |
EMN | 755 | UNCH | $68 |
INTERNATIONAL FLAVORS&FRAGRANC COM | 810 | UNCH | $66 |
IFF | 810 | UNCH | $66 |
UNITED THERAPEUTICS CORP DEL COM | 300 | UNCH | $66 |
UTHR | 300 | UNCH | $66 |
QUALCOMM INC COM | 443 | UNCH | $64 |
QCOM | 443 | UNCH | $64 |
CANADIAN NATL RY CO COM | 500 | UNCH | $63 |
CNI | 500 | UNCH | $63 |
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | 400 | UNCH | $63 |
MTUM | 400 | UNCH | $63 |
ZIMMER BIOMET HOLDINGS INC COM | 507 | UNCH | $62 |
ZBH | 507 | UNCH | $62 |
HALEON PLC SPON ADS | 7,380 | UNCH | $61 |
HLN | 7,380 | UNCH | $61 |
WOLFSPEED INC COM | 1,400 | UNCH | $61 |
WOLF | 1,400 | UNCH | $61 |
VERISK ANALYTICS INC COM | 250 | UNCH | $60 |
VRSK | 250 | UNCH | $60 |
STARBUCKS CORP COM | 610 | UNCH | $59 |
SBUX | 610 | UNCH | $59 |
S&P GLOBAL INC COM | 133 | UNCH | $59 |
SPGI | 133 | UNCH | $59 |
PRICE T ROWE GROUP INC COM | 551 | UNCH | $59 |
TROW | 551 | UNCH | $59 |
ISHARES NATIONAL MUNI BOND ETF (MUB) | 534 | +4 | $58 |
MUB | 534 | +4 | $58 |
ASML HOLDING N V N Y REGISTRY SHS | 75 | UNCH | $57 |
ASML | 75 | UNCH | $57 |
DOLLAR TREE INC COM | 400 | UNCH | $57 |
DLTR | 400 | UNCH | $57 |
ELME COMMUNITIES SH BEN INT | 3,885 | -75 | $57 |
ELME | 3,885 | -75 | $57 |
VANGUARD MID CAP GROWTH ETF (VOT) | 254 | UNCH | $56 |
VOT | 254 | UNCH | $56 |
UBER TECHNOLOGIES INC COM | 900 | UNCH | $55 |
UBER | 900 | UNCH | $55 |
HEWLETT PACKARD ENTERPRISE CO COM | 3,200 | UNCH | $54 |
HPE | 3,200 | UNCH | $54 |
PAYPAL HLDGS INC COM | 884 | UNCH | $54 |
PYPL | 884 | UNCH | $54 |
ISHARES TIPS BOND ETF (TIP) | 500 | -540 | $54 |
TIP | 500 | -540 | $54 |
EBAY INC. COM | 1,225 | UNCH | $53 |
EBAY | 1,225 | UNCH | $53 |
ISHARES U.S. MEDICAL DEVICES ETF (IHI) | 980 | -100 | $53 |
IHI | 980 | -100 | $53 |
EATON CORP PLC SHS | 216 | UNCH | $52 |
ETN | 216 | UNCH | $52 |
PRINCIPAL FINANCIAL GROUP INC COM | 659 | UNCH | $52 |
PFG | 659 | UNCH | $52 |
ISHARES AGENCY BOND ETF (AGZ) | 470 | +1 | $51 |
AGZ | 470 | +1 | $51 |
SPDR S&P MIDCAP 400 ETF TRUST (MDY) | 100 | UNCH | $51 |
MDY | 100 | UNCH | $51 |
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) | 400 | UNCH | $50 |
IJT | 400 | UNCH | $50 |
ADOBE INC COM | 82 | UNCH | $49 |
ADBE | 82 | UNCH | $49 |
LAKELAND FINL CORP COM | 750 | UNCH | $49 |
LKFN | 750 | UNCH | $49 |
PNC FINL SVCS GROUP INC COM | 315 | UNCH | $49 |
PNC | 315 | UNCH | $49 |
CINTAS CORP COM | 80 | UNCH | $48 |
CTAS | 80 | UNCH | $48 |
ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) | 500 | -500 | $48 |
IEF | 500 | -500 | $48 |
PARKER HANNIFIN CORP COM | 100 | UNCH | $46 |
PH | 100 | UNCH | $46 |
FASTENAL CO COM | 696 | UNCH | $45 |
FAST | 696 | UNCH | $45 |
SONOCO PRODS CO COM | 797 | UNCH | $45 |
SON | 797 | UNCH | $45 |
BAR HBR BANKSHARES COM (BHB) | 1,500 | UNCH | $44 |
BHB | 1,500 | UNCH | $44 |
BANK NEW YORK MELLON CORP COM | 833 | UNCH | $43 |
BK | 833 | UNCH | $43 |
SCHWAB US DIVIDEND EQUITY ETF (SCHD) | 566 | UNCH | $43 |
SCHD | 566 | UNCH | $43 |
ARROW FINL CORP COM | 1,458 | UNCH | $41 |
AROW | 1,458 | UNCH | $41 |
BROADCOM INC COM | 37 | UNCH | $41 |
AVGO | 37 | UNCH | $41 |
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) | 406 | UNCH | $40 |
AGG | 406 | UNCH | $40 |
CSX CORP COM | 1,129 | UNCH | $39 |
CSX | 1,129 | UNCH | $39 |
AMERIPRISE FINL INC COM | 100 | -41 | $38 |
AMP | 100 | -41 | $38 |
VANECK SHORT MUNI ETF (SMB) | 2,216 | UNCH | $38 |
SMB | 2,216 | UNCH | $38 |
INARI MED INC COM | 568 | UNCH | $37 |
NARI | 568 | UNCH | $37 |
INTUITIVE SURGICAL INC COM NEW | 108 | UNCH | $36 |
ISRG | 108 | UNCH | $36 |
LOEWS CORP COM | 513 | UNCH | $36 |
L | 513 | UNCH | $36 |
VANGUARD INFORMATION TECHNOLOGY ETF (VGT) | 75 | -1 | $36 |
VGT | 75 | -1 | $36 |
WORTHINGTON STL INC COM SHS | 1,200 | +1,200 | $34 |
WS | 1,200 | +1,200 | $34 |
BLACKSTONE INC COM | 234 | UNCH | $31 |
BX | 234 | UNCH | $31 |
FORTREA HLDGS INC COMMON STOCK | 859 | +859 | $30 |
FTRE | 859 | +859 | $30 |
TWILIO INC CL A | 400 | UNCH | $30 |
TWLO | 400 | UNCH | $30 |
VITAL FARMS INC COM | 1,925 | UNCH | $30 |
VITL | 1,925 | UNCH | $30 |
UNITED STATES COPPER INDEX FUND (CPER) | 1,200 | UNCH | $29 |
CPER | 1,200 | UNCH | $29 |
MONDELEZ INTL INC CL A | 400 | UNCH | $29 |
MDLZ | 400 | UNCH | $29 |
MIDDLEBY CORP COM | 200 | UNCH | $29 |
MIDD | 200 | UNCH | $29 |
TORONTO DOMINION BK ONT COM NEW | 456 | UNCH | $29 |
TD | 456 | UNCH | $29 |
BLACKROCK INC COM | 34 | UNCH | $28 |
BLK | 34 | UNCH | $28 |
CHUBB LIMITED COM | 120 | UNCH | $27 |
CB | 120 | UNCH | $27 |
MOTOROLA SOLUTIONS INC COM NEW | 85 | UNCH | $27 |
MSI | 85 | UNCH | $27 |
HORACE MANN EDUCATORS CORP NEW COM | 760 | UNCH | $25 |
HMN | 760 | UNCH | $25 |
ACCENTURE PLC IRELAND SHS CLASS A | 69 | UNCH | $24 |
ACN | 69 | UNCH | $24 |
LIVEWIRE GROUP INC COM | $24 | ||
LVWR | 2,100 | UNCH | $24 |
LVWR.WT | 50 | UNCH | $0 |
SHOPIFY INC CL A | 300 | UNCH | $23 |
SHOP | 300 | UNCH | $23 |
TJX COS INC NEW COM | 242 | UNCH | $23 |
TJX | 242 | UNCH | $23 |
DOORDASH INC CL A | 225 | UNCH | $22 |
DASH | 225 | UNCH | $22 |
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF (PSCT) | 450 | UNCH | $22 |
PSCT | 450 | UNCH | $22 |
ANALOG DEVICES INC COM | 105 | UNCH | $21 |
ADI | 105 | UNCH | $21 |
META PLATFORMS INC CL A | 60 | UNCH | $21 |
META | 60 | UNCH | $21 |
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) | 252 | UNCH | $21 |
SCHG | 252 | UNCH | $21 |
SPOTIFY TECHNOLOGY S A SHS | 110 | UNCH | $21 |
SPOT | 110 | UNCH | $21 |
TRANE TECHNOLOGIES PLC SHS | 86 | UNCH | $21 |
TT | 86 | UNCH | $21 |
HIGHWOODS PPTYS INC COM | 890 | UNCH | $20 |
HIW | 890 | UNCH | $20 |
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX) | 439 | UNCH | $20 |
MLPX | 439 | UNCH | $20 |
TESLA INC COM | 80 | -3 | $20 |
TSLA | 80 | -3 | $20 |
VERALTO CORP COM SHS | 237 | UNCH | $19 |
VLTO | 237 | UNCH | $19 |
ELEVANCE HEALTH INC COM | 39 | UNCH | $18 |
ELV | 39 | UNCH | $18 |
LOCKHEED MARTIN CORP COM | 40 | UNCH | $18 |
LMT | 40 | UNCH | $18 |
LULULEMON ATHLETICA INC COM | 36 | UNCH | $18 |
LULU | 36 | UNCH | $18 |
SOUTHERN CO COM | 250 | UNCH | $18 |
SO | 250 | UNCH | $18 |
VANGUARD LARGE CAP ETF (VV) | 82 | UNCH | $18 |
VV | 82 | UNCH | $18 |
INNOVATIVE INDL PPTYS INC COM | 171 | +1 | $17 |
IIPR | 171 | +1 | $17 |
HONEYWELL INTL INC COM | 78 | UNCH | $16 |
HON | 78 | UNCH | $16 |
MARSH & MCLENNAN COS INC COM | 85 | UNCH | $16 |
MMC | 85 | UNCH | $16 |
PAN AMERN SILVER CORP COM | 1,000 | +1,000 | $16 |
PAAS | 1,000 | +1,000 | $16 |
AON PLC SHS CL A | 51 | UNCH | $15 |
AON | 51 | UNCH | $15 |
OTIS WORLDWIDE CORP COM | 164 | -17 | $15 |
OTIS | 164 | -17 | $15 |
REPUBLIC SVCS INC COM | 90 | UNCH | $15 |
RSG | 90 | UNCH | $15 |
STATE STR CORP COM | 200 | UNCH | $15 |
STT | 200 | UNCH | $15 |
ARCHER DANIELS MIDLAND CO COM | 195 | UNCH | $14 |
ADM | 195 | UNCH | $14 |
COUSINS PPTYS INC COM NEW | 589 | -200 | $14 |
CUZ | 589 | -200 | $14 |
LPL FINL HLDGS INC COM | 63 | UNCH | $14 |
LPLA | 63 | UNCH | $14 |
UNION BANKSHARES INC COM (UNB) | 450 | UNCH | $14 |
UNB | 450 | UNCH | $14 |
AIRBNB INC COM CL A | 96 | -2 | $13 |
ABNB | 96 | -2 | $13 |
EASTERN BANKSHARES INC COM (EBC) | 900 | UNCH | $13 |
EBC | 900 | UNCH | $13 |
HUNT J B TRANS SVCS INC COM | 67 | UNCH | $13 |
JBHT | 67 | UNCH | $13 |
SBA COMMUNICATIONS CORP NEW CL A | 51 | UNCH | $13 |
SBAC | 51 | UNCH | $13 |
ENERGY SELECT SECTOR SPDR FUND (XLE) | 161 | +2 | $13 |
XLE | 161 | +2 | $13 |
DEERE & CO COM | 29 | -18 | $12 |
DE | 29 | -18 | $12 |
OCCIDENTAL PETE CORP COM | 200 | UNCH | $12 |
OXY | 200 | UNCH | $12 |
ETSY INC COM | 138 | UNCH | $11 |
ETSY | 138 | UNCH | $11 |
ONEOK INC NEW COM | 155 | UNCH | $11 |
OKE | 155 | UNCH | $11 |
PHILLIPS 66 COM | 83 | +28 | $11 |
PSX | 83 | +28 | $11 |
DUKE ENERGY CORP NEW COM NEW | 100 | +100 | $10 |
DUK | 100 | +100 | $10 |
IQVIA HLDGS INC COM | 42 | -72 | $10 |
IQV | 42 | -72 | $10 |
TENET HEALTHCARE CORP COM NEW | 131 | UNCH | $10 |
THC | 131 | UNCH | $10 |
BP PLC SPONSORED ADR | 250 | UNCH | $9 |
BP | 250 | UNCH | $9 |
ORMAT TECHNOLOGIES INC COM | 115 | UNCH | $9 |
ORA | 115 | UNCH | $9 |
PROGRESSIVE CORP COM | 58 | UNCH | $9 |
PGR | 58 | UNCH | $9 |
ALASKA AIR GROUP INC COM | 200 | -2 | $8 |
ALK | 200 | -2 | $8 |
ADVANCED MICRO DEVICES INC COM | 52 | -15 | $8 |
AMD | 52 | -15 | $8 |
BEYOND MEAT INC COM | 930 | UNCH | $8 |
BYND | 930 | UNCH | $8 |
CONOCOPHILLIPS COM | 65 | UNCH | $8 |
COP | 65 | UNCH | $8 |
KYNDRYL HLDGS INC COMMON STOCK | 366 | -1,725 | $8 |
KD | 366 | -1,725 | $8 |
ZOOM VIDEO COMMUNICATIONS INC CL A | 115 | UNCH | $8 |
ZM | 115 | UNCH | $8 |
ALLY FINL INC COM | 200 | UNCH | $7 |
ALLY | 200 | UNCH | $7 |
CONSTELLATION ENERGY CORP COM | 58 | UNCH | $7 |
CEG | 58 | UNCH | $7 |
COINBASE GLOBAL INC COM CL A | 40 | UNCH | $7 |
COIN | 40 | UNCH | $7 |
REGENERON PHARMACEUTICALS COM | 8 | UNCH | $7 |
REGN | 8 | UNCH | $7 |
STONECO LTD COM CL A | 410 | UNCH | $7 |
STNE | 410 | UNCH | $7 |
ARAMARK COM | 225 | +1 | $6 |
ARMK | 225 | +1 | $6 |
EXELON CORP COM | 174 | UNCH | $6 |
EXC | 174 | UNCH | $6 |
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC) | 324 | UNCH | $6 |
JSTC | 324 | UNCH | $6 |
MASIMO CORP COM | 49 | UNCH | $6 |
MASI | 49 | UNCH | $6 |
ATLASSIAN CORPORATION CL A | 25 | UNCH | $6 |
TEAM | 25 | UNCH | $6 |
WILEY JOHN & SONS INC CL A | 193 | -780 | $6 |
WLY | 193 | -780 | $6 |
CAMDEN PPTY TR SH BEN INT | 55 | UNCH | $5 |
CPT | 55 | UNCH | $5 |
INTERNATIONAL PAPER CO COM | 125 | +125 | $5 |
IP | 125 | +125 | $5 |
MFS SPL VALUE TR SH BEN INT | 1,325 | UNCH | $5 |
MFV | 1,325 | UNCH | $5 |
BLOCK INC CL A | 70 | UNCH | $5 |
SQ | 70 | UNCH | $5 |
WORKDAY INC CL A | 18 | UNCH | $5 |
WDAY | 18 | UNCH | $5 |
SNOWFLAKE INC CL A | 20 | UNCH | $4 |
SNOW | 20 | UNCH | $4 |
CRITEO S A SPONS ADS | 100 | UNCH | $3 |
CRTO | 100 | UNCH | $3 |
NETFLIX INC COM | 7 | UNCH | $3 |
NFLX | 7 | UNCH | $3 |
RIVIAN AUTOMOTIVE INC COM CL A | 110 | UNCH | $3 |
RIVN | 110 | UNCH | $3 |
RINGCENTRAL INC CL A | 100 | UNCH | $3 |
RNG | 100 | UNCH | $3 |
VIATRIS INC COM | 250 | -265 | $3 |
VTRS | 250 | -265 | $3 |
UNITED STATES STL CORP NEW COM | 62 | +62 | $3 |
X | 62 | +62 | $3 |
GEN DIGITAL INC COM | 100 | UNCH | $2 |
GEN | 100 | UNCH | $2 |
KILROY RLTY CORP COM | 50 | -26 | $2 |
KRC | 50 | -26 | $2 |
SANOFI SPONSORED ADR | 40 | UNCH | $2 |
SNY | 40 | UNCH | $2 |
VESTIS CORPORATION COM SHS | 111 | UNCH | $2 |
VSTS | 111 | UNCH | $2 |
GENERAL MTRS CO COM | 18 | UNCH | $1 |
GM | 18 | UNCH | $1 |
GROWGENERATION CORP COM | 200 | UNCH | $1 |
GRWG | 200 | UNCH | $1 |
IRONWOOD PHARMACEUTICALS INC COM CL A | 85 | UNCH | $1 |
IRWD | 85 | UNCH | $1 |
SOUTHWEST AIRLS CO COM | 50 | UNCH | $1 |
LUV | 50 | UNCH | $1 |
METLIFE INC COM | 22 | UNCH | $1 |
MET | 22 | UNCH | $1 |
SYMBOTIC INC CLASS A COM | 20 | UNCH | $1 |
SYM | 20 | UNCH | $1 |
TILRAY BRANDS INC COM | 300 | -3,400 | $1 |
TLRY | 300 | -3,400 | $1 |
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR) | 148 | +148 | $1 |
VGSR | 148 | +148 | $1 |
AGNICO EAGLE MINES LTD COM | 0 | -3,920 | $0 |
AEM | 0 | -3,920 | $0 |
ISHARES CORE S&P MID CAP ETF (IJH) | 0 | UNCH | $0 |
IJH | 0 | UNCH | $0 |
REALTY INCOME CORP COM | 0 | UNCH | $0 |
O | 0 | UNCH | $0 |
ORION OFFICE REIT INC COM | 0 | UNCH | $0 |
ONL | 0 | UNCH | $0 |
INVESCO FTSE RAFI US 1000 ETF (PRF) | 0 | UNCH | $0 |
PRF | 0 | UNCH | $0 |
SOLAREDGE TECHNOLOGIES INC COM | 5 | UNCH | <$1 |
SEDG | 5 | UNCH | $0 |
SYLVAMO CORP COMMON STOCK | 0 | UNCH | $0 |
SLVM | 0 | UNCH | $0 |
SNDL INC COM | 222 | UNCH | <$1 |
SNDL | 222 | UNCH | $0 |
SRH TOTAL RETURN FUND INC COM (STEW) | 0 | UNCH | $0 |
STEW | 0 | UNCH | $0 |
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) | 0 | UNCH | $0 |
VEU | 0 | UNCH | $0 |
VANGUARD TOTAL STOCK MARKET ETF (VTI) | 1 | -32 | <$1 |
VTI | 1 | -32 | $0 |
WARNER BROS DISCOVERY INC COM SER A | 0 | UNCH | $0 |
WBD | 0 | UNCH | $0 |
WORKHORSE GROUP INC COM NEW | 200 | +0 | $0 |
WKHS | 200 | UNCH | $0 |
ALAMOS GOLD INC NEW COM CL A | $0 (exited) | ||
AGI | 0 | -4,000 | $0 |
ARK INNOVATION ETF | $0 (exited) | ||
ARKK | 0 | -2 | $0 |
BOOKING HOLDINGS INC COM | $0 (exited) | ||
BKNG | 0 | -1 | $0 |
BLACKROCK CR ALLOCATION INCOME COM | $0 (exited) | ||
BTZ | 0 | UNCH | $0 |
COEUR MNG INC COM NEW | $0 (exited) | ||
CDE | 0 | -62,500 | $0 |
CRONOS GROUP INC COM | $0 (exited) | ||
CRON | 0 | -6,000 | $0 |
CUREVAC N V COM | $0 (exited) | ||
CVAC | 0 | -3 | $0 |
DIAGEO PLC SPON ADR NEW | $0 (exited) | ||
DEO | 0 | -27 | $0 |
ENTERPRISE PRODS PARTNERS L P COM | $0 (exited) | ||
EPD | 0 | -799 | $0 |
FORTREA HLDGS INC COMMON STOCK | $0 (exited) | ||
FTREV | 0 | -859 | $0 |
GILEAD SCIENCES INC COM | $0 (exited) | ||
GILD | 0 | -99 | $0 |
HECLA MNG CO COM | $0 (exited) | ||
HL | 0 | -1,500 | $0 |
JPMORGAN ULTRA SHORT INCOME ETF | $0 (exited) | ||
JPST | 0 | -1,022 | $0 |
NEWMONT CORP COM | $0 (exited) | ||
NEM | 0 | -400 | $0 |
NEW YORK TIMES CO CL A | $0 (exited) | ||
NYT | 0 | -374 | $0 |
ISHARES SILVER TRUST | $0 (exited) | ||
SLV | 0 | -6,090 | $0 |
STEM INC COM | $0 (exited) | ||
STEM | 0 | -10 | $0 |
TATTOOED CHEF INC COM CL A | $0 (exited) | ||
TTCF | 0 | -450 | $0 |
VANGUARD SHORT TERM CORPORATE BOND ETF | $0 (exited) | ||
VCSH | 0 | UNCH | $0 |
VANGUARD S&P 500 ETF | $0 (exited) | ||
VOO | 0 | -1 | $0 |
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT | $0 (exited) | ||
WIA | 0 | UNCH | $0 |
See Summary: Clean Yield Group Top Holdings
See Details: Top 10 Stocks Held By Clean Yield Group
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EDV | +1,200 | +$97 |
WS | +1,200 | +$34 |
FTRE | +859 | +$30 |
PAAS | +1,000 | +$16 |
DUK | +100 | +$10 |
IP | +125 | +$5 |
X | +62 | +$3 |
VGSR | +148 | +$1 |
O | UNCH | $UNCH |
ONL | UNCH | $UNCH |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CDE | -62,500 | -$146 |
SLV | -6,090 | -$123 |
JPST | -1,022 | -$51 |
AGI | -4,000 | -$47 |
FTREV | -859 | -$29 |
EPD | -799 | -$22 |
NYT | -374 | -$16 |
NEM | -400 | -$16 |
CRON | -6,000 | -$12 |
GILD | -99 | -$8 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
HOLX | +16,200 | +$1,158 |
AWK | +9,484 | +$1,369 |
SJW | +9,123 | +$910 |
FSLR | +8,373 | +$1,683 |
SNN | +5,805 | +$1,026 |
GSK | +5,692 | +$107 |
AMAL | +4,960 | +$1,512 |
CAC | +4,235 | +$881 |
UL | +2,970 | +$168 |
AY | +2,500 | +$63 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VOD | -133,865 | -$1,910 |
OGN | -100,092 | -$2,246 |
NOK | -47,970 | -$304 |
DOC | -46,254 | +$99 |
HR | -30,110 | -$1 |
TAK | -22,635 | -$883 |
PEAK | -21,345 | +$17 |
SCHO | -14,800 | -$704 |
HASI | -12,973 | +$1,092 |
Size ($ in 1000's)
At 12/31/2023: $237,400 At 09/30/2023: $226,887 Clean Yield Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clean Yield Group 13F filings. Link to 13F filings: SEC filings |