The Analysis of Clean Yield Group's Holdings
Currently, Clean Yield Group holds 410 types of securities in its portfolio with a total value $360.2M. In the most recent quarter, they have increased their positions in N/A (+115.4K shares, valued at $7.5M), NOW (+20.5K shares, valued at $3.1M), STT (+19.0K shares, valued at $2.4M); decreased their positions in FSLR (-3.3K shares, valued at $854.0K), CMG (-21.6K shares, valued at $799.0K), LULU (-3.7K shares, valued at $777.8K); initiated new positions in N/A (+115.4K shares, valued at $7.5M), SOFI (+34.6K shares, valued at $906.2K), N/A (+25.6K shares, valued at $405.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM102.0K shares-1.02%2025-12-312026-01-26
NVDA NVIDIA CORPORATION COM90.3K shares-0.17%2025-12-312026-01-26 ASML ASML HOLDING N V N Y REGISTRY SHS9.3K shares7.09%2025-12-312026-01-26 CSCO CISCO SYS INC COM115.5K shares-0.23%2025-12-312026-01-26 AWK AMERICAN WTR WKS CO INC NEW COM58.1K shares-6.26%2025-12-312026-01-26 PLD PROLOGIS INC. COM55.5K shares1.17%2025-12-312026-01-26 CRM SALESFORCE INC COM25.3K shares0.32%2025-12-312026-01-26 FSLR FIRST SOLAR INC COM24.1K shares-11.93%2025-12-312026-01-26 MSFT MICROSOFT CORP COM12.8K shares-1.36%2025-12-312026-01-26 JKHY HENRY JACK & ASSOC INC COM32.7K shares1.18%2025-12-312026-01-26 HASI HA SUSTAINABLE INFRA CAP INC COM177.7K shares-3.05%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS COM18.8K shares-0.77%2025-12-312026-01-26 SYK STRYKER CORPORATION COM15.7K shares4.68%2025-12-312026-01-26 SFM SPROUTS FMRS MKT INC COM68.9K shares-3.47%2025-12-312026-01-26 MKC MCCORMICK & CO INC COM NON VTG75.8K shares-0.42%2025-12-312026-01-26 ROST ROSS STORES INC COM28.6K shares0.40%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING INC COM19.7K shares0.74%2025-12-312026-01-26 VEEV VEEVA SYS INC CL A COM21.6K shares0.38%2025-12-312026-01-26 ECL ECOLAB INC COM17.9K shares5.72%2025-12-312026-01-26 DGX QUEST DIAGNOSTICS INC COM26.7K shares0.09%2025-12-312026-01-26 CHKP CHECK POINT SOFTWARE TECH LTD ORD24.2K shares0.85%2025-12-312026-01-26 HD HOME DEPOT INC13.0K shares1.00%2025-12-312026-01-26 CAC CAMDEN NATL CORP COM102.7K shares0.09%2025-12-312026-01-26 MCO MOODYS CORP COM8.6K shares3.69%2025-12-312026-01-26 HOLX HOLOGIC INC COM57.9K shares-0.71%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON COM20.4K shares0.00%2025-12-312026-01-26 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS260.8K shares-1.97%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP COM40.4K shares47.90%2025-12-312026-01-26 NOW SERVICENOW INC COM25.5K shares412.72%2025-12-312026-01-26 VMI VALMONT INDS INC COM9.5K shares4.11%2025-12-312026-01-26 LLY ELI LILLY & CO COM3.2K shares-3.39%2025-12-312026-01-26 DOC HEALTHPEAK PROPERTIES INC COM209.9K shares-4.63%2025-12-312026-01-26 KAI KADANT INC COM11.8K shares-13.18%2025-12-312026-01-26 BWA BORGWARNER INC COM72.2K shares2.94%2025-12-312026-01-26 AMAL AMALGAMATED FINANCIAL CORP COM92.5K shares-7.78%2025-12-312026-01-26 WAB WABTEC COM12.7K shares0.32%2025-12-312026-01-26 STT STATE STR CORP COM19.2K shares8247.39%2025-12-312026-01-26 NOK NOKIA CORP SPONSORED ADR382.4K shares14.96%2025-12-312026-01-26 PG PROCTER & GAMBLE CO COM16.8K shares-7.45%2025-12-312026-01-26 NFLX NETFLIX INC. COM24.7K shares960.57%2025-12-312026-01-26 TU TELUS CORPORATION COM173.9K shares-7.62%2025-12-312026-01-26 EXPD EXPEDITORS INTL WASH INC COM14.8K shares-0.67%2025-12-312026-01-26 INTU INTUIT COM3.3K shares0.76%2025-12-312026-01-26 COLB COLUMBIA BKG SYS INC COM77.8K shares14.60%2025-12-312026-01-26 HTO H2O AMERICA COM42.7K shares-15.74%2025-12-312026-01-26 VITL VITAL FARMS INC COM65.4K shares0.92%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC COM8.5K shares-0.29%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TRUST3.0K shares0.00%2025-12-312026-01-26 LULU LULULEMON ATHLETICA INC COM9.5K shares-28.36%2025-12-312026-01-26 CMG CHIPOTLE MEXICAN GRILL INC COM52.7K shares-29.05%2025-12-312026-01-26 AMRC AMERESCO INC CL A62.7K shares-16.60%2025-12-312026-01-26 AMGN AMGEN INC COM4.8K shares0.00%2025-12-312026-01-26 PEP PEPSICO INC COM10.9K shares0.00%2025-12-312026-01-26 NVO NOVO-NORDISK A S ADR30.1K shares0.00%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC COM2.6K shares-1.87%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC CL B13.2K shares-8.89%2025-12-312026-01-26 USB US BANCORP DEL COM NEW21.9K shares0.00%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO COM3.1K shares0.00%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO COM13.8K shares-5.47%2025-12-312026-01-26 TRMB TRIMBLE INC COM13.4K shares-3.62%2025-12-312026-01-26 BDX BECTON DICKINSON & CO COM5.0K shares-6.97%2025-12-312026-01-26 GRNB VANECK GREEN BOND ETF37.9K shares-0.91%2025-12-312026-01-26 SOFI SOFI TECHNOLOGIES INC COM34.6K sharesnew addition2025-12-312026-01-26 ABBV ABBVIE INC COM3.9K shares-7.18%2025-12-312026-01-26 ORLY OREILLY AUTOMOTIVE INC COM8.9K shares0.00%2025-12-312026-01-26 ABT ABBOTT LABS COM6.2K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO. COM2.2K shares7.18%2025-12-312026-01-26 MA MASTERCARD INCORPORATED CL A1.2K shares0.00%2025-12-312026-01-26 GIS GENERAL MLS INC COM14.6K shares-4.26%2025-12-312026-01-26 AFL AFLAC INC COM5.9K shares0.00%2025-12-312026-01-26 NEE NEXTERA ENERGY INC COM7.6K shares0.00%2025-12-312026-01-26 COST COSTCO WHOLESALE CORPORATION COM693 shares-1.70%2025-12-312026-01-26 A AGILENT TECHNOLOGIES INC COM4.4K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC COM2.6K shares10.05%2025-12-312026-01-26 DIS DISNEY WALT CO COM5.1K shares-0.06%2025-12-312026-01-26 AZN ASTRAZENECA PLC SPONSORED ADR5.9K shares0.00%2025-12-312026-01-26 APH AMPHENOL CORP NEW CL A4.0K shares2.67%2025-12-312026-01-26 TXN TEXAS INSTRS INC COM3.1K shares0.00%2025-12-312026-01-26 VOOG VANGUARD S&P 500 GROWTH ETF1.2K shares475.85%2025-12-312026-01-26 HIFS HINGHAM INSTN SVGS MASS COM1.8K shares0.00%2025-12-312026-01-26 GDX VANECK GOLD MINERS ETF5.8K shares0.00%2025-12-312026-01-26 WTRG ESSENTIAL UTILS INC COM12.7K shares0.00%2025-12-312026-01-26 MMM 3M CO COM3.0K shares0.00%2025-12-312026-01-26 CWT CALIFORNIA WTR SVC GROUP COM10.9K shares-2.67%2025-12-312026-01-26 XOM EXXON MOBIL CORP COM3.9K shares-6.31%2025-12-312026-01-26 PAYX PAYCHEX INC COM4.2K shares0.00%2025-12-312026-01-26 WMT WALMART INC COM4.1K shares0.00%2025-12-312026-01-26 GEV GE VERNOVA INC COM685 shares2.24%2025-12-312026-01-26 WTS WATTS WATER TECHNOLOGIES INC CL A1.6K shares0.00%2025-12-312026-01-26 SJM SMUCKER J M CO COM NEW4.5K shares0.00%2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO COM8.6K shares0.00%2025-12-312026-01-26 KEYS KEYSIGHT TECHNOLOGIES INC COM2.1K shares-3.39%2025-12-312026-01-26 KO COCA COLA CO COM5.7K shares0.00%2025-12-312026-01-26 MCD MCDONALDS CORP COM1.2K shares0.00%2025-12-312026-01-26 HLIO HELIOS TECHNOLOGIES INC COM6.5K shares0.00%2025-12-312026-01-26 SYY SYSCO CORP COM4.7K shares0.00%2025-12-312026-01-26 LOW LOWES COS INC COM1.4K shares0.00%2025-12-312026-01-26 AYI ACUITY INC COM925 shares0.00%2025-12-312026-01-26 MTD METTLER TOLEDO INTERNATIONAL COM226 shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP COM1.6K shares0.00%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC COM904 shares0.00%2025-12-312026-01-26 RNR RENAISSANCERE HLDGS LTD COM1.1K shares0.00%2025-12-312026-01-26 RTX RTX CORPORATION COM1.6K shares0.00%2025-12-312026-01-26 GLD SPDR GOLD SHARES735 shares0.00%2025-12-312026-01-26 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.9K shares100.00%2025-12-312026-01-26 VTI VANGUARD TOTAL STOCK MARKET ETF812 shares81100.00%2025-12-312026-01-26 IWF ISHARES RUSSELL 1000 GROWTH ETF538 shares0.00%2025-12-312026-01-26 IRM IRON MTN INC DEL COM3.0K shares-0.73%2025-12-312026-01-26 WAT WATERS CORP COM650 shares0.00%2025-12-312026-01-26 GLW CORNING INC COM2.8K shares0.00%2025-12-312026-01-26 V VISA INC COM CL A679 shares0.00%2025-12-312026-01-26 DHR DANAHER CORPORATION COM1.0K shares0.00%2025-12-312026-01-26 MSEX MIDDLESEX WTR CO COM4.5K shares0.00%2025-12-312026-01-26 PFE PFIZER INC COM8.9K shares-5.97%2025-12-312026-01-26 TGT TARGET CORP COM2.2K shares-2.69%2025-12-312026-01-26 GPC GENUINE PARTS CO COM1.8K shares0.00%2025-12-312026-01-26 LH LABCORP HOLDINGS INC COM SHS859 shares0.00%2025-12-312026-01-26 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF4.5K shares0.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW CL A6.8K shares0.00%2025-12-312026-01-26 MCK MCKESSON CORP COM246 shares-13.99%2025-12-312026-01-26 UNP UNION PAC CORP COM850 shares0.00%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC COM671 shares0.00%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC COM787 shares0.00%2025-12-312026-01-26 CW CURTISS WRIGHT CORP COM350 shares0.00%2025-12-312026-01-26 FDX FEDEX CORP COM655 shares0.00%2025-12-312026-01-26 HSY HERSHEY CO COM1.0K shares0.00%2025-12-312026-01-26 WM WASTE MGMT INC DEL COM801 shares0.00%2025-12-312026-01-26 T AT&T INC COM7.1K shares0.00%2025-12-312026-01-26 TJX TJX COS INC NEW COM1.1K shares-1.16%2025-12-312026-01-26 CHD CHURCH & DWIGHT CO INC COM2.0K shares-18.29%2025-12-312026-01-26 VUG VANGUARD GROWTH ETF343 shares-0.29%2025-12-312026-01-26 VO VANGUARD MID-CAP ETF568 shares0.00%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP COM3.5K shares0.00%2025-12-312026-01-26 EMR EMERSON ELEC CO COM1.2K shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC COM270 shares-2.88%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO COM473 shares0.00%2025-12-312026-01-26 WFC WELLS FARGO CO NEW COM1.6K shares0.00%2025-12-312026-01-26 UTHR UNITED THERAPEUTICS CORP DEL COM300 shares0.00%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC COM322 shares0.00%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO COM2.7K shares-8.25%2025-12-312026-01-26 MSCI MSCI INC COM245 shares0.00%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP COM474 shares0.00%2025-12-312026-01-26 NEA NUVEEN AMT FREE QLTY MUN INCME COM11.0K shares0.00%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW CL A405 shares10.96%2025-12-312026-01-26 DOV DOVER CORP COM633 shares0.00%2025-12-312026-01-26 BK BANK NEW YORK MELLON CORP COM1.1K shares0.00%2025-12-312026-01-26 MCHP MICROCHIP TECHNOLOGY INC. COM1.9K shares0.00%2025-12-312026-01-26 AJG GALLAGHER ARTHUR J & CO COM451 shares0.00%2025-12-312026-01-26 YUM YUM BRANDS INC COM738 shares0.00%2025-12-312026-01-26 TNC TENNANT CO COM1.4K shares-0.07%2025-12-312026-01-26 CARR CARRIER GLOBAL CORPORATION COM2.0K shares0.00%2025-12-312026-01-26 XYL XYLEM INC COM754 shares8.65%2025-12-312026-01-26 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF2.4K shares100.00%2025-12-312026-01-26 SNPS SYNOPSYS INC COM214 shares-3.60%2025-12-312026-01-26 VTEB VANGUARD TAX-EXEMPT BOND ETF2.0K shares0.00%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC COM534 shares0.00%2025-12-312026-01-26 GWW WW GRAINGER INC COM96 shares0.00%2025-12-312026-01-26 INTC INTEL CORP COM2.6K shares0.00%2025-12-312026-01-26 MAS MASCO CORP COM1.5K shares0.00%2025-12-312026-01-26 NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT6.7K shares0.00%2025-12-312026-01-26 EBAY EBAY INC. COM1.1K shares0.00%2025-12-312026-01-26 NUW NUVEEN AMT-FREE MUN VALUE FD COM6.4K shares0.00%2025-12-312026-01-26 AVY AVERY DENNISON CORP COM504 shares0.00%2025-12-312026-01-26 AGZ ISHARES AGENCY BOND ETF824 shares6.60%2025-12-312026-01-26 CVS CVS HEALTH CORP COM1.1K shares0.00%2025-12-312026-01-26 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF3.6K shares0.00%2025-12-312026-01-26 IDA IDACORP INC COM700 shares0.00%2025-12-312026-01-26 VHT VANGUARD HEALTH CARE ETF300 shares0.00%2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP COM1.0K shares0.00%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC COM1.0K shares0.00%2025-12-312026-01-26 BSV VANGUARD SHORT-TERM BOND ETF1.1K shares-10.51%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC COM397 shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW COM543 shares0.00%2025-12-312026-01-26 VIXY PROSHARES VIX SHORT-TERM FUTURES ETF3.2K shares0.00%2025-12-312026-01-26 ZTS ZOETIS INC CL A650 shares0.00%2025-12-312026-01-26 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF865 shares0.00%2025-12-312026-01-26 HPE HEWLETT PACKARD ENTERPRISE CO COM3.2K shares0.00%2025-12-312026-01-26 STAG STAG INDUSTRIAL INC COM2.1K shares-4.31%2025-12-312026-01-26 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1.7K shares0.00%2025-12-312026-01-26 SPGI S&P GLOBAL INC COM146 shares0.00%2025-12-312026-01-26 ALC ALCON AG ORD SHS950 shares0.00%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS237 shares-5.20%2025-12-312026-01-26 HP INC COM HP INC COM3.2K shares0.00%2025-12-312026-01-26 VOT VANGUARD MID-CAP GROWTH ETF254 shares0.00%2025-12-312026-01-26 KMX CARMAX INC COM1.8K shares0.00%2025-12-312026-01-26 ROP ROPER TECHNOLOGIES INC COM158 shares0.00%2025-12-312026-01-26 QCOM QUALCOMM INC COM394 shares0.00%2025-12-312026-01-26 HR HEALTHCARE RLTY TR CL A COM3.8K shares0.00%2025-12-312026-01-26 SPOT SPOTIFY TECHNOLOGY S A SHS110 shares0.00%2025-12-312026-01-26 VTV VANGUARD VALUE ETF329 shares-42.78%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC COM71 shares0.00%2025-12-312026-01-26 IWM ISHARES RUSSELL 2000 ETF250 shares-50.00%2025-12-312026-01-26 FLJP FRANKLIN FTSE JAPAN ETF1.8K shares0.00%2025-12-312026-01-26 CTAS CINTAS CORP COM320 shares0.00%2025-12-312026-01-26 SHOP SHOPIFY INC CL A SUB VTG SHS364 shares0.00%2025-12-312026-01-26 CB CHUBB LIMITED COM187 shares0.00%2025-12-312026-01-26 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK702 shares0.00%2025-12-312026-01-26 TWLO TWILIO INC CL A400 shares0.00%2025-12-312026-01-26 SUSL ISHARES ESG MSCI USA LEADERS ETF455 shares0.00%2025-12-312026-01-26 ESGV VANGUARD ESG U.S. STOCK ETF455 shares0.00%2025-12-312026-01-26 TIP ISHARES TIPS BOND ETF500 shares0.00%2025-12-312026-01-26 AMP AMERIPRISE FINL INC COM110 shares0.00%2025-12-312026-01-26 TLH ISHARES 10-20 YEAR TREASURY BOND ETF530 shares0.00%2025-12-312026-01-26 MAA MID-AMER APT CMNTYS INC COM385 shares0.00%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC COM1.3K shares0.00%2025-12-312026-01-26 ADI ANALOG DEVICES INC COM196 shares0.00%2025-12-312026-01-26 ADSK AUTODESK INC COM179 shares459.38%2025-12-312026-01-26 IHI ISHARES U.S. MEDICAL DEVICES ETF840 shares0.00%2025-12-312026-01-26 SOLV SOLVENTUM CORP COM SHS650 shares0.00%2025-12-312026-01-26 FDS FACTSET RESH SYS INC COM177 shares0.00%2025-12-312026-01-26 DASH DOORDASH INC CL A225 shares0.00%2025-12-312026-01-26 META META PLATFORMS INC CL A77 shares0.00%2025-12-312026-01-26 MUB ISHARES NATIONAL MUNI BOND ETF465 shares0.22%2025-12-312026-01-26 CNI CANADIAN NATL RY CO COM500 shares0.00%2025-12-312026-01-26 DLTR DOLLAR TREE INC COM400 shares0.00%2025-12-312026-01-26 WOR WORTHINGTON ENTERPRISES INC COM950 shares0.00%2025-12-312026-01-26 EMN EASTMAN CHEM CO COM755 shares0.00%2025-12-312026-01-26 HIG HARTFORD INSURANCE GROUP INC COM339 shares21.51%2025-12-312026-01-26 BHB BAR HBR BANKSHARES COM1.5K shares0.00%2025-12-312026-01-26 TSLA TESLA INC COM102 shares0.00%2025-12-312026-01-26 AROW ARROW FINL CORP COM1.5K shares0.00%2025-12-312026-01-26 NKE NIKE INC CL B700 shares0.00%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP COM50 shares0.00%2025-12-312026-01-26 PFG PRINCIPAL FINANCIAL GROUP INC COM484 shares-13.42%2025-12-312026-01-26 SLF SUN LIFE FINANCIAL INC. COM679 shares-26.59%2025-12-312026-01-26 CPER UNITED STATES COPPER INDEX FUND1.2K shares0.00%2025-12-312026-01-26 WS WORTHINGTON STL INC COM SHS1.2K shares0.00%2025-12-312026-01-26 AMAT APPLIED MATLS INC COM161 shares0.00%2025-12-312026-01-26 SMB VANECK SHORT MUNI ETF2.2K shares0.00%2025-12-312026-01-26 TLT ISHARES 20 YEAR TREASURY BOND ETF440 shares0.00%2025-12-312026-01-26 PYPL PAYPAL HLDGS INC COM641 shares-5.87%2025-12-312026-01-26 DVY ISHARES SELECT DIVIDEND ETF260 shares0.00%2025-12-312026-01-26 CGNX COGNEX CORP COM1.0K shares-2.91%2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC COM351 shares0.00%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC SHS92 shares0.00%2025-12-312026-01-26 MMC MARSH COM193 shares0.00%2025-12-312026-01-26 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF738 shares0.00%2025-12-312026-01-26 ZBH ZIMMER BIOMET HOLDINGS INC COM384 shares0.00%2025-12-312026-01-26 WSM WILLIAMS SONOMA INC COM192 shares0.00%2025-12-312026-01-26 CSX CSX CORP COM879 shares-0.11%2025-12-312026-01-26 IWP ISHARES RUSSELL MID-CAP GROWTH ETF231 shares0.00%2025-12-312026-01-26 LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF416 sharesnew addition2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC COM NEW54 shares0.00%2025-12-312026-01-26 MIDD MIDDLEBY CORP COM200 shares0.00%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TRUST49 shares-60.48%2025-12-312026-01-26 FAST FASTENAL CO COM696 shares0.00%2025-12-312026-01-26 L LOEWS CORP COM263 shares0.00%2025-12-312026-01-26 IFF INTERNATIONAL FLAVORS&FRAGRANC COM410 shares0.00%2025-12-312026-01-26 UBS UBS GROUP AG SHS591 shares0.00%2025-12-312026-01-26 GDXJ VANECK JUNIOR GOLD MINERS ETF240 shares0.00%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC CL C210 shares0.00%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP COM262 shares0.00%2025-12-312026-01-26 KVUE KENVUE INC COM1.5K shares0.00%2025-12-312026-01-26 DTE DTE ENERGY CO COM197 shares0.00%2025-12-312026-01-26 IWS ISHARES RUSSELL MID-CAP VALUE ETF178 shares0.00%2025-12-312026-01-26 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF250 shares0.00%2025-12-312026-01-26 WPM WHEATON PRECIOUS METALS CORP COM195 shares-38.87%2025-12-312026-01-26 CME CME GROUP INC COM83 shares-1.19%2025-12-312026-01-26 KB KB FINL GROUP INC SPONSORED ADR263 shares0.00%2025-12-312026-01-26 NRG NRG ENERGY INC COM NEW137 shares0.00%2025-12-312026-01-26 CBRE CBRE GROUP INC CL A134 shares0.00%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP COM58 shares0.00%2025-12-312026-01-26 NI NISOURCE INC COM485 shares0.00%2025-12-312026-01-26 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF608 shares0.00%2025-12-312026-01-26 RSG REPUBLIC SVCS INC COM90 shares0.00%2025-12-312026-01-26 DE DEERE & CO COM37 shares0.00%2025-12-312026-01-26 NMR NOMURA HLDGS INC SPONSORED ADR2.0K shares0.00%2025-12-312026-01-26 CWI SPDR MSCI ACWI EX-US ETF462 sharesnew addition2025-12-312026-01-26 EBC EASTERN BANKSHARES INC COM900 shares0.00%2025-12-312026-01-26 IYR ISHARES U.S. REAL ESTATE ETF175 shares0.00%2025-12-312026-01-26 PGR PROGRESSIVE CORP COM72 shares0.00%2025-12-312026-01-26 DTM DT MIDSTREAM INC COMMON STOCK136 shares0.00%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC COM55 shares0.00%2025-12-312026-01-26 DLR DIGITAL RLTY TR INC COM101 shares0.00%2025-12-312026-01-26 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF343 shares101.76%2025-12-312026-01-26 ICLN ISHARES GLOBAL CLEAN ENERGY ETF900 shares984.34%2025-12-312026-01-26 NDAQ NASDAQ INC COM146 shares0.00%2025-12-312026-01-26 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF140 sharesnew addition2025-12-312026-01-26 ABNB AIRBNB INC COM CL A96 shares0.00%2025-12-312026-01-26 OTIS OTIS WORLDWIDE CORP COM134 shares-16.77%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC CL A200 shares0.00%2025-12-312026-01-26 UNB UNION BANKSHARES INC COM450 shares0.00%2025-12-312026-01-26 ADBE ADOBE INC COM30 shares0.00%2025-12-312026-01-26 IJR ISHARES CORE S&P SMALL CAP ETF87 shares0.00%2025-12-312026-01-26 GILD GILEAD SCIENCES INC COM84 shares0.00%2025-12-312026-01-26 SONY SONY GROUP CORP SPONSORED ADR400 shares0.00%2025-12-312026-01-26 HLN HALEON PLC SPON ADS1.0K shares0.00%2025-12-312026-01-26 ALK ALASKA AIR GROUP INC COM200 shares0.00%2025-12-312026-01-26 RIVN RIVIAN AUTOMOTIVE INC COM CL A500 shares0.00%2025-12-312026-01-26 LECO LINCOLN ELEC HLDGS INC COM41 shares0.00%2025-12-312026-01-26 RUN SUNRUN INC COM508 sharesnew addition2025-12-312026-01-26 LVWR LIVEWIRE GROUP INC COM2.1K shares0.00%2025-12-312026-01-26 ALLY ALLY FINL INC COM200 shares0.00%2025-12-312026-01-26 COIN COINBASE GLOBAL INC COM CL A40 shares0.00%2025-12-312026-01-26 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF90 shares0.00%2025-12-312026-01-26 NOMD NOMAD FOODS LTD USD ORD SHS709 shares-59.62%2025-12-312026-01-26 IDXX IDEXX LABS INC COM13 shares0.00%2025-12-312026-01-26 SO SOUTHERN CO COM100 shares0.00%2025-12-312026-01-26 BP BP PLC SPONSORED ADR250 shares0.00%2025-12-312026-01-26 ARMK ARAMARK COM230 shares0.44%2025-12-312026-01-26 HON HONEYWELL INTL INC COM43 shares0.00%2025-12-312026-01-26 OXY OCCIDENTAL PETE CORP COM200 shares0.00%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC COM38 shares-24.00%2025-12-312026-01-26 MSI MOTOROLA SOLUTIONS INC COM NEW21 shares0.00%2025-12-312026-01-26 ETSY ETSY INC COM138 shares0.00%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC COM66 shares0.00%2025-12-312026-01-26 IBN ICICI BK LTD HONG KONG BRANCH ADR244 shares0.00%2025-12-312026-01-26 JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF334 shares0.91%2025-12-312026-01-26 SBUX STARBUCKS CORP COM80 shares-28.57%2025-12-312026-01-26 RY ROYAL BK CDA COM39 shares0.00%2025-12-312026-01-26 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A79 shares0.00%2025-12-312026-01-26 MASI MASIMO CORP COM49 shares0.00%2025-12-312026-01-26 ORA ORMAT TECHNOLOGIES INC COM56 shares0.00%2025-12-312026-01-26 JCI JOHNSON CTLS INTL PLC SHS51 shares0.00%2025-12-312026-01-26 STNE STONECO LTD COM CL A410 shares0.00%2025-12-312026-01-26 WF WOORI FINL GROUP INC SPONSORED ADS100 shares0.00%2025-12-312026-01-26 SNN SMITH & NEPHEW PLC SPDN ADR NEW175 shares-71.07%2025-12-312026-01-26 ALL ALLSTATE CORP COM26 shares0.00%2025-12-312026-01-26 IWR ISHARES RUSSELL MIDCAP ETF56 shares0.00%2025-12-312026-01-26 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS339 shares0.00%2025-12-312026-01-26 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR250 shares0.00%2025-12-312026-01-26 ACM AECOM COM50 shares0.00%2025-12-312026-01-26 HCA HCA HEALTHCARE INC COM10 shares0.00%2025-12-312026-01-26 GDDY GODADDY INC CL A37 shares0.00%2025-12-312026-01-26 XYZ BLOCK INC CL A70 shares0.00%2025-12-312026-01-26 INFY INFOSYS LTD SPONSORED ADR254 shares0.00%2025-12-312026-01-26 SNOW SNOWFLAKE INC COM SHS20 shares0.00%2025-12-312026-01-26 CDNS CADENCE DESIGN SYSTEM INC COM14 shares0.00%2025-12-312026-01-26 THC TENET HEALTHCARE CORP COM NEW21 shares0.00%2025-12-312026-01-26 WDAY WORKDAY INC CL A18 shares0.00%2025-12-312026-01-26 HSBC HSBC HLDGS PLC SPON ADR NEW48 shares0.00%2025-12-312026-01-26 TPR TAPESTRY INC COM29 shares0.00%2025-12-312026-01-26 IIPR INNOVATIVE INDL PPTYS INC COM77 shares-56.25%2025-12-312026-01-26 ASB ASSOCIATED BANC-CORP COM134 shares0.00%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC COM16 shares0.00%2025-12-312026-01-26 PTC PTC INC COM18 shares0.00%2025-12-312026-01-26 PDD PDD HOLDINGS INC SPONSORED ADS26 shares0.00%2025-12-312026-01-26 RNG RINGCENTRAL INC CL A100 shares0.00%2025-12-312026-01-26 AER AERCAP HOLDINGS NV SHS20 shares0.00%2025-12-312026-01-26 FSLY FASTLY INC CL A250 shares0.00%2025-12-312026-01-26 LDOS LEIDOS HOLDINGS INC COM14 shares0.00%2025-12-312026-01-26 MS MORGAN STANLEY COM NEW14 shares0.00%2025-12-312026-01-26 FTV FORTIVE CORP COM45 shares0.00%2025-12-312026-01-26 CRTO CRITEO S A SPONS ADS100 shares0.00%2025-12-312026-01-26 WELL WELLTOWER INC COM11 shares0.00%2025-12-312026-01-26 UNM UNUM GROUP COM26 shares0.00%2025-12-312026-01-26 FTNT FORTINET INC COM25 shares0.00%2025-12-312026-01-26 EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR36 shares0.00%2025-12-312026-01-26 PSO PEARSON PLC SPONSORED ADR137 shares0.00%2025-12-312026-01-26 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF34 shares0.00%2025-12-312026-01-26 MET METLIFE INC COM22 shares0.00%2025-12-312026-01-26 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW218 shares0.00%2025-12-312026-01-26 DOW DOW INC COM72 shares0.00%2025-12-312026-01-26 ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B5 shares0.00%2025-12-312026-01-26 HRB BLOCK H & R INC COM37 shares0.00%2025-12-312026-01-26 VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF148 shares0.00%2025-12-312026-01-26 AGO ASSURED GUARANTY LTD COM17 shares0.00%2025-12-312026-01-26 GM GENERAL MTRS CO COM18 shares-5.26%2025-12-312026-01-26 SYM SYMBOTIC INC CLASS A COM20 shares0.00%2025-12-312026-01-26 VTRS VIATRIS INC COM69 shares-50.00%2025-12-312026-01-26 GIB CGI INC CL A SUB VTG9 shares0.00%2025-12-312026-01-26 RAL RALLIANT CORP COM15 shares0.00%2025-12-312026-01-26 VSTS VESTIS CORPORATION COM SHS113 shares0.00%2025-12-312026-01-26 SNDL INC COM SNDL INC COM222 shares0.00%2025-12-312026-01-26 GRWG GROWGENERATION CORP COM200 shares0.00%2025-12-312026-01-26 VIA VIA TRANSN INC COM CL A10 shares0.00%2025-12-312026-01-26 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A85 shares0.00%2025-12-312026-01-26 SEDG SOLAREDGE TECHNOLOGIES INC COM5 shares0.00%2025-12-312026-01-26 BYND BEYOND MEAT INC COM30 shares0.00%2025-12-312026-01-26 RYN RAYONIER INC COM1 sharesnew addition2025-12-312026-01-26 LVWR.WS LIVEWIRE GROUP INC WT EXP 09262750 shares0.00%2025-12-312026-01-26 STEW SRH TOTAL RETURN FUND INC COMN/A sharesnew addition2025-12-312026-01-26 IJH ISHARES CORE S&P MID-CAP ETFN/A sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available