Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Top Holdings and 13F Report (2023)

About Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

Investment Activity

  • Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has $10.06 billion in total holdings as of March 31, 2023.
  • Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma owns shares of 563 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 1.24% of the portfolio was purchased this quarter.
  • About 3.64% of the portfolio was sold this quarter.
  • This quarter, Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has purchased 607 new stocks and bought additional shares in 78 stocks.
  • Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma sold shares of 226 stocks and completely divested from 91 stocks this quarter.

Largest Holdings

Microsoft
$769,284,640
Mastercard
$688,678,532
Intuit
$580,824,278
Alphabet
$467,553,015
Fiserv
$433,041,635

Largest New Holdings this Quarter

GE VERNOVA INC
$477,595 Holding
Cadence Design Systems
$288,155 Holding
Keurig Dr Pepper
$190,560 Holding

Largest Purchases this Quarter

Regeneron Pharmaceuticals
43,357 shares (about $39.03M)
Paycom Software
122,151 shares (about $22.81M)
Veeva Systems
102,446 shares (about $20.39M)
Parker-Hannifin
12,481 shares (about $6.74M)
WEX
22,570 shares (about $5.21M)

Largest Sales this Quarter

Mastercard
95,904 shares (about $43.80M)
Edwards Lifesciences
331,684 shares (about $28.84M)
Microsoft
58,255 shares (about $23.36M)
Intuit
27,418 shares (about $16.72M)
Stryker
46,778 shares (about $15.33M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLoring Wolcott & Coolidge Fiduciary Advisors LLP/Ma

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$769,284,640$23,357,912 -2.9%1,918,6087.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$688,678,532$43,804,182 -6.0%1,507,7796.8%Business Services
Intuit Inc. stock logo
INTU
Intuit
$580,824,278$16,718,676 -2.8%952,5305.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$467,553,015$10,376,526 -2.2%2,991,7644.6%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$433,041,635$15,260,631 -3.4%2,910,2264.3%Business Services
Stryker Co. stock logo
SYK
Stryker
$398,747,851$15,328,226 -3.7%1,216,8814.0%Medical
Danaher Co. stock logo
DHR
Danaher
$396,159,111$8,371,399 -2.1%1,678,0713.9%Multi-Sector Conglomerates
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$369,740,671$4,462,298 -1.2%2,086,2193.7%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$289,289,473$4,672,743 -1.6%527,5352.9%Medical
Adobe Inc. stock logo
ADBE
Adobe
$267,571,492$3,606,714 -1.3%573,0952.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$258,812,797$12,072,153 -4.5%1,560,6182.6%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$251,604,892$3,949,133 -1.5%1,460,2662.5%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$231,539,363$8,521,760 -3.5%2,461,0922.3%Retail/Wholesale
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$219,027,267$5,689,761 -2.5%1,001,6782.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$217,166,403$6,007,312 -2.7%300,8072.2%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$199,855,206$266,461 0.1%1,492,5732.0%Oils/Energy
WEX Inc. stock logo
WEX
WEX
$199,749,679$5,205,538 2.7%866,0682.0%Business Services
Canadian National Railway stock logo
CNI
Canadian National Railway
$190,159,014$523,746 -0.3%1,470,4541.9%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$186,920,202$2,088,188 -1.1%1,745,7741.9%Medical
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$182,425,615$22,806,773 14.3%977,0551.8%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$181,835,626$1,040,279 -0.6%254,1521.8%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$162,100,801$3,873,964 -2.3%658,1171.6%Business Services
Visa Inc. stock logo
V
Visa
$161,171,534$8,560,957 -5.0%591,8251.6%Business Services
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$144,270,846$6,428,844 -4.3%1,361,6861.4%Consumer Staples
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$128,433,860$4,003,416 -3.0%238,2341.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$124,543,363$5,331,905 -4.1%454,8531.2%Computer and Technology
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$108,664,641$2,916,042 -2.6%1,396,0001.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$107,621,875$2,109,978 -1.9%223,4071.1%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$103,362,545$6,736,260 7.0%191,5111.0%Industrial Products
NVIDIA Co. stock logo
NVDA
NVIDIA
$97,339,596$4,033,154 4.3%122,4121.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$84,177,176$2,460,328 -2.8%250,4450.8%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$83,427,364$5,236,209 -5.9%885,7350.8%Consumer Discretionary
Starbucks Co. stock logo
SBUX
Starbucks
$81,562,476$82,184 0.1%924,9540.8%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$81,532,889$3,287,861 4.2%352,6050.8%Retail/Wholesale
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$78,560,570$39,028,240 98.7%87,2740.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$73,869,724$1,777,782 2.5%180,7080.7%Finance
Align Technology, Inc. stock logo
ALGN
Align Technology
$70,639,469$1,690,007 -2.3%234,8230.7%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$69,217,800$1,933,384 -2.7%431,1560.7%Consumer Staples
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$67,272,657$4,837,424 -6.7%140,2770.7%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$59,409,084$326,382 -0.5%253,3760.6%Transportation
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$58,645,262$1,579,343 2.8%53,7310.6%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$53,545,882$1,105,651 -2.0%421,8190.5%Medical
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$53,433,136$4,226,451 -7.3%275,1020.5%Business Services
VERALTO CORPORATION
$49,813,196$8,869,193 -15.1%546,0180.5%COMMON STOCK
Philip Morris International Inc. stock logo
PM
Philip Morris International
$48,514,604$3,038,706 6.7%515,7830.5%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$47,796,614$1,562,216 -3.2%396,4550.5%Oils/Energy
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$47,143,202$20,392,910 76.2%236,8290.5%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$45,823,083$5,097,071 -10.0%307,2900.5%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$43,150,282$1,040,231 -2.4%244,5330.4%Consumer Staples
ASML Holding stock logo
ASML
ASML
$41,682,297$455,211 1.1%47,7980.4%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$40,097,571$554,544 -1.4%250,3280.4%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$34,064,752$945,710 2.9%182,8390.3%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$33,537,973$1,455,371 -4.2%105,6580.3%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$32,961,048$44,644 0.1%119,6060.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$30,755,392$1,383,484 -4.3%194,7160.3%Computer and Technology
Cabot Co. stock logo
CBT
Cabot
$26,720,144$6,583 0.0%288,1810.3%Basic Materials
HDFC Bank Limited stock logo
HDB
HDFC Bank
$22,876,181$13,913,423 -37.8%392,3870.2%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$20,007,842$185,004 -0.9%149,5690.2%Retail/Wholesale
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$19,536,483$1,264,873 6.9%44,5600.2%Business Services
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$19,439,607$13,374,749 -40.8%307,6370.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$18,712,848$801,591 -4.1%68,8200.2%Medical
MSCI Inc. stock logo
MSCI
MSCI
$17,455,536$511,565 -2.8%33,8830.2%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$14,286,061$58,943 0.4%35,1440.1%Construction
Chevron Co. stock logo
CVX
Chevron
$12,655,316$232,031 -1.8%78,1580.1%Oils/Energy
Ecolab Inc. stock logo
ECL
Ecolab
$12,570,851$3,959,643 -24.0%57,3200.1%Basic Materials
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$11,591,946$28,843,251 -71.3%133,3020.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$11,261,276$1,272,543 -10.2%100,5560.1%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$9,799,742$482,516 -4.7%58,3700.1%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$9,424,240$661,394 -6.6%37,7030.1%Industrial Products
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,226,546$291,502 -3.1%48,7120.1%Finance
RTX Co. stock logo
RTX
RTX
$9,098,657$1,015,803 -10.0%89,5890.1%Aerospace
ConocoPhillips stock logo
COP
ConocoPhillips
$7,999,829$271,722 -3.3%61,8560.1%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$7,028,889$616,884 -8.1%116,0840.1%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,894,782$2,270,775 49.1%13,7970.1%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$6,689,079$135,368 2.1%24,4600.1%Industrial Products
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,681,328$544,065 -7.5%26,9800.1%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$6,382,640$1,080,630 -14.5%72,2590.1%Consumer Staples
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$6,275,166$311,205 -4.7%247,1510.1%Finance
Cintas Co. stock logo
CTAS
Cintas
$5,967,710$86,450 -1.4%8,9740.1%Industrial Products
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$5,510,272$458,642 -7.7%23,5120.1%Basic Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,307,262$89,954 -1.7%7,2570.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$4,996,013$3,311,310 196.6%83,0730.0%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$4,839,422$172,207 -3.4%19,7840.0%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$4,663,411$1,541,758 -24.8%23,8440.0%Multi-Sector Conglomerates
Zoetis Inc. stock logo
ZTS
Zoetis
$4,599,749$335,903 7.9%31,6050.0%Medical
Deere & Company stock logo
DE
Deere & Company
$4,597,914$587,826 14.7%11,5060.0%Industrial Products
Paychex, Inc. stock logo
PAYX
Paychex
$3,807,596$173,844 -4.4%31,4080.0%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,737,753$491,784 15.2%57,2310.0%Utilities
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$3,687,472$338,746 -8.4%22,3700.0%Computer and Technology
State Street Co. stock logo
STT
State Street
$3,666,413$1,381,713 -27.4%49,2070.0%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,289,381$16,233 0.5%8,9160.0%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,248,829$314,114 -8.8%67,4870.0%Computer and Technology
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$3,215,0270.0%19,9530.0%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,086,4200.0%50.0%Finance
Intel Co. stock logo
INTC
Intel
$2,925,264$109,596 -3.6%85,0120.0%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,864,760$921,500 -24.3%8,9720.0%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,786,595$131,922 -4.5%5,3230.0%ETF
Discover Financial Services stock logo
DFS
Discover Financial Services
$2,731,980$115,912 -4.1%21,5660.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,690,066$11,934 0.4%15,3280.0%ETF
Select Medical Holdings Co. stock logo
SEM
Select Medical
$2,688,2060.0%98,3610.0%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,611,775$22,040 -0.8%2,1330.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,598,528$130,970 -4.8%18,2930.0%Auto/Tires/Trucks
Cummins Inc. stock logo
CMI
Cummins
$2,563,070$181,210 -6.6%8,8260.0%Auto/Tires/Trucks
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,542,903$16,910 -0.7%20,3010.0%Medical
The Hershey Company stock logo
HSY
Hershey
$2,437,384$445,702 22.4%13,0810.0%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,411,072$292,350 -10.8%10,3090.0%Medical
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$2,373,754$1,784,075 -42.9%16,1020.0%Consumer Staples
Unilever PLC stock logo
UL
Unilever
$2,365,324$406,876 -14.7%49,2160.0%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,272,099$10,471 -0.5%5,4250.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$2,222,132$12,248 0.6%24,1300.0%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$2,192,623$22,192 -1.0%12,0540.0%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$2,187,515$296,157 -11.9%29,5970.0%Basic Materials
Sysco Co. stock logo
SYY
Sysco
$2,139,056$196,857 -8.4%27,6650.0%Consumer Staples
General Electric stock logo
GE
General Electric
$2,103,260$43,855 2.1%14,0040.0%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,033,200$81,544 -3.9%4,1390.0%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$1,966,442$286,735 -12.7%26,3280.0%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$1,924,911$66,963 -3.4%73,3020.0%Medical
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$1,838,291$1,207,953 191.6%3,1380.0%Oils/Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,838,165$646,710 -26.0%8,5270.0%Finance
Chubb Limited stock logo
CB
Chubb
$1,828,4050.0%7,2700.0%Finance
LINDE PLC
$1,617,584$23,689 -1.4%3,6190.0%FOREIGN STOCK
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1,607,811$2,246,077 -58.3%6,9500.0%Medical
Dow Inc. stock logo
DOW
DOW
$1,527,047$313,730 -17.0%26,7950.0%Basic Materials
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,523,035$395,408 35.1%3,3010.0%Aerospace
Target Co. stock logo
TGT
Target
$1,501,984$93,749 -5.9%8,9880.0%Retail/Wholesale
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,485,288$40,163 -2.6%5,9910.0%ETF
Bank of America Co. stock logo
BAC
Bank of America
$1,448,342$37,730 -2.5%38,3870.0%Finance
Fortive Co. stock logo
FTV
Fortive
$1,410,800$21,215 1.5%17,5560.0%Computer and Technology
The Timken Company stock logo
TKR
Timken
$1,371,0400.0%16,0000.0%Industrial Products
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,362,081$274,996 -16.8%7,9200.0%ETF
Shell plc stock logo
SHEL
Shell
$1,350,670$17,808 -1.3%18,6580.0%Oils/Energy
American Express stock logo
AXP
American Express
$1,342,313$4,194 -0.3%5,7610.0%Finance
Corteva, Inc. stock logo
CTVA
Corteva
$1,330,264$250,277 -15.8%24,0990.0%Consumer Staples
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,307,268$18,389 -1.4%8,7440.0%ETF
Biogen Inc. stock logo
BIIB
Biogen
$1,257,639$44,645 -3.4%6,4790.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,209,054$6,039 0.5%17,4190.0%Consumer Staples
Generac Holdings Inc. stock logo
GNRC
Generac
$1,157,322$2,814,107 -70.9%8,6290.0%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$1,152,671$160,560 -12.2%16,1960.0%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$1,151,979$340,215 -22.8%2,7630.0%Business Services
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$1,115,7120.0%5,2700.0%Industrial Products
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,098,870$1,201,671 -52.2%22,3620.0%Medical
Snowflake Inc. stock logo
SNOW
Snowflake
$1,089,3540.0%7,4000.0%Computer and Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,073,340$12,642 -1.2%9,0000.0%Utilities
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$1,068,610$126,815 -10.6%5,2750.0%Oils/Energy
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,029,678$11,537 -1.1%3570.0%Retail/Wholesale
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,024,537$359,047 54.0%9,2710.0%Oils/Energy
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,019,3310.0%7450.0%Retail/Wholesale
Pioneer Natural Resources stock logo
PXD
Pioneer Natural Resources
$1,012,9280.0%3,7030.0%Oils/Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$998,8530.0%9,1950.0%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$988,976$34,931 -3.4%24,3770.0%Consumer Discretionary
Booking Holdings Inc. stock logo
BKNG
Booking
$980,029$86,575 -8.1%2830.0%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$963,343$493,718 -33.9%19,9120.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$939,7930.0%16,5340.0%ETF
CVS Health Co. stock logo
CVS
CVS Health
$892,030$112,104 -11.2%12,8110.0%Retail/Wholesale
Enbridge Inc. stock logo
ENB
Enbridge
$889,1600.0%25,1530.0%Oils/Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$887,679$10,405 1.2%5,9720.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$869,672$915,365 -51.3%1,7320.0%ETF
The Boeing Company stock logo
BA
Boeing
$866,548$223,840 -20.5%5,0830.0%Aerospace
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$857,6140.0%7150.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$824,771$15,304 1.9%2,5330.0%ETF
Moody's Co. stock logo
MCO
Moody's
$820,339$47,407 -5.5%2,1630.0%Finance
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$785,6130.0%15,9840.0%Consumer Staples
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$768,052$428,643 -35.8%3,8130.0%Finance
McKesson Co. stock logo
MCK
McKesson
$764,0860.0%1,4490.0%Medical
Diageo plc stock logo
DEO
Diageo
$760,859$183,322 -19.4%5,3540.0%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$760,109$47,849 -5.9%3,8920.0%Finance
Fastenal stock logo
FAST
Fastenal
$759,825$2,024 0.3%11,2650.0%Retail/Wholesale
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$751,7830.0%5,2790.0%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$748,826$6,963 0.9%5,5920.0%Computer and Technology
Pool Co. stock logo
POOL
Pool
$746,395$5,488 0.7%2,0400.0%Consumer Discretionary
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$743,375$137,402 22.7%2,8620.0%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$734,940$383,766 109.3%1,6010.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$733,674$253,825 -25.7%4,6710.0%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$723,977$6,185 0.9%2,3410.0%Construction
CHENIERE ENERGY INC
$723,5950.0%4,5100.0%COMMON STOCK
Netflix, Inc. stock logo
NFLX
Netflix
$715,434$415,950 -36.8%1,2900.0%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$705,762$201,141 -22.2%6,7790.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$697,356$8,008 1.2%4,2670.0%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$690,460$27,182 -3.8%4,7500.0%Transportation
Donaldson Company, Inc. stock logo
DCI
Donaldson
$686,8530.0%9,5330.0%Industrial Products
Novartis AG stock logo
NVS
Novartis
$674,973$68,011 -9.2%7,0960.0%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$663,849$303,351 -31.4%3,6940.0%ETF
Tractor Supply stock logo
TSCO
Tractor Supply
$641,054$93,498 17.1%2,5300.0%Retail/Wholesale
Dover Co. stock logo
DOV
Dover
$634,293$62,493 -9.0%3,7250.0%Industrial Products
Corning Incorporated stock logo
GLW
Corning
$620,842$10,412 -1.6%19,6780.0%Computer and Technology
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$612,0170.0%6,9500.0%ETF
Equinix, Inc. stock logo
EQIX
Equinix
$593,981$24,906 -4.0%7870.0%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$578,852$1,408 -0.2%2,0550.0%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$574,831$50,212 -8.0%8,5860.0%Medical
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$562,2000.0%10,0000.0%Finance
Cameco Co. stock logo
CCJ
Cameco
$550,929$236,450 75.2%11,6500.0%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$519,4830.0%3,2260.0%ETF
The Cigna Group stock logo
CI
The Cigna Group
$514,936$11,302 -2.1%1,4580.0%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$500,350$86,450 -14.7%6,2450.0%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$487,655$49,487 11.3%9460.0%Computer and Technology
GE VERNOVA INC
$477,595$477,595 New Holding3,4940.0%COMMON STOCK
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$477,023$92,170 -16.2%5,5740.0%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$469,7870.0%2,6650.0%Oils/Energy
Autodesk, Inc. stock logo
ADSK
Autodesk
$467,4860.0%2,1530.0%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$466,951$456,666 -49.4%1,1350.0%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$463,062$15,402 -3.2%6,0130.0%Finance
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$461,3510.0%16,5120.0%Oils/Energy
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$460,902$460,902 New Holding9,3300.0%ETF
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$457,269$104,913 -18.7%1,0940.0%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$457,2640.0%2,3540.0%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$455,8400.0%10,7080.0%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$450,0910.0%1,9000.0%ETF
Aflac Incorporated stock logo
AFL
Aflac
$448,9200.0%5,3750.0%Finance
Amphenol Co. stock logo
APH
Amphenol
$445,2030.0%3,9800.0%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$441,6380.0%1,1550.0%Finance
Xylem Inc. stock logo
XYL
Xylem
$438,0170.0%3,3960.0%Industrial Products
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$435,6690.0%2,7940.0%Finance
Balchem Co. stock logo
BCPC
Balchem
$435,472$112,820 -20.6%3,0300.0%Basic Materials
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$433,463$41,902 -8.8%3,3620.0%Consumer Staples
BP p.l.c. stock logo
BP
BP
$411,9020.0%10,5860.0%Oils/Energy
Lindblad Expeditions Holdings, Inc. stock logo
LIND
Lindblad Expeditions
$410,6620.0%56,6430.0%Consumer Discretionary
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$396,810$12,177 -3.0%2,4440.0%Computer and Technology
Sabine Royalty Trust stock logo
SBR
Sabine Royalty Trust
$384,6360.0%6,1160.0%Oils/Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$382,643$33,973 9.7%1,0700.0%Industrial Products
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$376,890$21,230 6.0%9,7640.0%Computer and Technology
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
$370,0610.0%5,1050.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$359,536$244,759 213.2%6,2900.0%ETF
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$355,1000.0%5,3000.0%Oils/Energy
BlackRock, Inc. stock logo
BLK
BlackRock
$345,850$9,121 2.7%4550.0%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$341,619$164,198 -32.5%3,9530.0%Transportation
The Progressive Co. stock logo
PGR
Progressive
$339,0960.0%1,5920.0%Finance
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$336,0240.0%6,2400.0%Manufacturing
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$324,2610.0%7000.0%Finance
HP Inc. stock logo
HPQ
HP
$317,3590.0%11,4570.0%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$314,693$8,715 -2.7%1,6610.0%Computer and Technology
TE Connectivity Ltd. stock logo
TEL
TE Connectivity
$312,2680.0%2,1720.0%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$307,618$22,520 -6.8%5,7370.0%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$301,186$47,759 -13.7%23,3840.0%Auto/Tires/Trucks
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$300,980$134,726 -30.9%4,9260.0%Finance
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$299,6760.0%1,7500.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$296,354$261,018 -46.8%1,8870.0%Oils/Energy
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$295,4260.0%2,0500.0%Business Services
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$294,6680.0%2,1190.0%Retail/Wholesale
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$288,155$288,155 New Holding1,0110.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$287,699$22,677 -7.3%2,5120.0%Computer and Technology
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$287,506$152,138 -34.6%3,8060.0%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$285,270$15,434 -5.1%5360.0%Medical
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$280,368$11,999 4.5%2,3600.0%ETF
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$277,7310.0%1,9050.0%Medical
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$273,806$145,816 -34.7%3,3330.0%ETF
DexCom, Inc. stock logo
DXCM
DexCom
$268,6960.0%2,0430.0%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$266,710$10,546 -3.8%5,3870.0%Oils/Energy
Coupang, Inc. stock logo
CPNG
Coupang
$265,814$59,856 -18.4%11,8350.0%Retail/Wholesale
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$264,605$11,651 -4.2%2,7480.0%Construction
Waste Management, Inc. stock logo
WM
Waste Management
$264,186$24,489 -8.5%1,2730.0%Business Services
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$263,922$5,828 2.3%1,2680.0%Aerospace
Coca-Cola Consolidated, Inc. stock logo
COKE
Coca-Cola Consolidated
$259,1630.0%3120.0%Consumer Staples
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$257,316$11,745 -4.4%1,2050.0%ETF
Magnolia Oil & Gas Co. stock logo
MGY
Magnolia Oil & Gas
$257,2000.0%10,0000.0%Oils/Energy
Lamar Advertising stock logo
LAMR
Lamar Advertising
$247,3190.0%2,1750.0%Finance
Peabody Energy Co. stock logo
BTU
Peabody Energy
$239,1000.0%10,0000.0%Oils/Energy
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$234,4500.0%15,0000.0%Oils/Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$232,9380.0%2,9150.0%Oils/Energy
The Southern Company stock logo
SO
Southern
$225,946$15,326 -6.4%3,0960.0%Utilities
Match Group, Inc. stock logo
MTCH
Match Group
$223,7200.0%7,0000.0%Retail/Wholesale
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$223,555$4,799 2.2%5590.0%Medical
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$223,3370.0%3,8720.0%ETF
Arista Networks, Inc. stock logo
ANET
Arista Networks
$222,641$8,591 -3.7%9070.0%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$220,6860.0%2,6420.0%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$220,047$63,232 -22.3%2,6100.0%Medical
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$217,9160.0%2,3500.0%Utilities
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$217,2990.0%6,4730.0%Finance
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$216,167$12,009 5.9%1800.0%Aerospace
CSX Co. stock logo
CSX
CSX
$212,358$8,136 -3.7%6,1340.0%Transportation
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$210,253$104,848 -33.3%1,8850.0%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$207,1470.0%7250.0%ETF
ANSYS, Inc. stock logo
ANSS
ANSYS
$203,656$68,210 50.4%6270.0%Computer and Technology
Devon Energy Co. stock logo
DVN
Devon Energy
$199,9190.0%3,8350.0%Oils/Energy
The Chemours Company stock logo
CC
Chemours
$199,467$28,412 -12.5%7,5470.0%Basic Materials
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$198,600$14,929 8.1%4,7890.0%ETF
Suncor Energy Inc. stock logo
SU
Suncor Energy
$195,4000.0%5,0000.0%Oils/Energy
Keurig Dr Pepper Inc. stock logo
KDP
Keurig Dr Pepper
$190,560$190,560 New Holding6,0000.0%Consumer Staples
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$185,5500.0%7,5000.0%ETF
Monro, Inc. stock logo
MNRO
Monro
$184,7500.0%6,2500.0%Consumer Discretionary
ASGN Incorporated stock logo
ASGN
ASGN
$181,5080.0%1,8220.0%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$177,030$268,475 -60.3%1,4500.0%Finance
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$175,8810.0%2,5560.0%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$175,319$25,470 -12.7%2,0650.0%Utilities
Everbridge, Inc. stock logo
EVBG
Everbridge
$174,4510.0%5,0000.0%Computer and Technology
TimkenSteel Co. stock logo
TMST
TimkenSteel
$169,9200.0%8,0000.0%Basic Materials
Insulet Co. stock logo
PODD
Insulet
$169,3530.0%1,0300.0%Medical
Range Resources Co. stock logo
RRC
Range Resources
$168,9950.0%4,6800.0%Oils/Energy
M&T Bank Co. stock logo
MTB
M&T Bank
$168,2600.0%1,1550.0%Finance
General Dynamics Co. stock logo
GD
General Dynamics
$167,503$10,487 -5.9%5750.0%Aerospace
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$165,386$75,295 -31.3%1,5090.0%Manufacturing
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$159,869$2,259 1.4%3,1840.0%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$159,738$1,013 -0.6%3,1550.0%Utilities
Qorvo, Inc. stock logo
QRVO
Qorvo
$155,5380.0%1,4520.0%Computer and Technology
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$155,1550.0%5000.0%Medical
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$154,0260.0%9700.0%Computer and Technology
SPROTT PHYSICAL GOLD TRUST
$153,6540.0%8,5080.0%EQUITY MUTUAL F
iShares iBonds Dec 2024 Term Corporate ETF stock logo
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
$150,300$50,100 50.0%6,0000.0%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$149,9900.0%7000.0%Finance
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$148,0320.0%1,2000.0%ETF
Xtrackers MSCI Europe Hedged Equity ETF stock logo
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
$145,9080.0%3,6000.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$143,385$112,223 -43.9%1,5000.0%ETF
FedEx Co. stock logo
FDX
FedEx
$141,8300.0%5250.0%Transportation
Eaton Co. plc stock logo
ETN
Eaton
$141,414$76,407 -35.1%4590.0%Industrial Products
The Allstate Co. stock logo
ALL
Allstate
$140,3290.0%8000.0%Finance
The Eastern Company stock logo
EML
Eastern
$139,8150.0%4,5000.0%Industrial Products
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$135,7910.0%4620.0%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$132,696$49,579 -27.2%1,8200.0%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$130,472$179,712 -57.9%1,8230.0%ETF
Crown Castle Inc. stock logo
CCI
Crown Castle
$130,260$2,662 -2.0%1,3700.0%Finance
MongoDB, Inc. stock logo
MDB
MongoDB
$129,2610.0%3800.0%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$126,452$6,723 5.6%1,1850.0%ETF
Weyerhaeuser stock logo
WY
Weyerhaeuser
$125,8800.0%4,0000.0%Construction
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$125,7600.0%2,0000.0%Business Services
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$121,3820.0%1,2160.0%Finance
TotalEnergies SE stock logo
TTE
TotalEnergies
$120,136$8,856 -6.9%1,6550.0%Oils/Energy
Atlassian Co. stock logo
TEAM
Atlassian
$118,8930.0%6120.0%Computer and Technology
Cencora, Inc. stock logo
COR
Cencora
$118,425$8,290 -6.5%5000.0%Medical
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$117,950$4,057 -3.3%2,5000.0%Finance
Shopify Inc. stock logo
SHOP
Shopify
$116,761$7,055 -5.7%1,6550.0%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$116,519$28,004 -19.4%1,0610.0%ETF
eBay Inc. stock logo
EBAY
eBay
$113,9530.0%2,2370.0%Retail/Wholesale
NetEase, Inc. stock logo
NTES
NetEase
$112,907$17,553 -13.5%1,1900.0%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$112,272$194,618 -63.4%2,7350.0%Finance
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$112,267$112,267 New Holding1,0970.0%ETF
Brookline Bancorp, Inc. stock logo
BRKL
Brookline Bancorp
$112,2430.0%11,9790.0%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$111,8560.0%1,1720.0%Finance
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$111,0930.0%1,5700.0%Transportation
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$109,898$12,975 -10.6%8470.0%Computer and Technology
Adams Natural Resources Fund, Inc. stock logo
PEO
Adams Natural Resources Fund
$108,705$56,791 -34.3%4,6130.0%Finance
Northern Trust Co. stock logo
NTRS
Northern Trust
$108,6020.0%1,3000.0%Finance
NextEra Energy Partners, LP stock logo
NEP
NextEra Energy Partners
$107,094$23,066 -17.7%3,9000.0%Oils/Energy
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$105,210$6,283 6.4%1,1220.0%Business Services
Wyndham Hotels & Resorts, Inc. stock logo
WH
Wyndham Hotels & Resorts
$104,8650.0%1,5000.0%Consumer Discretionary
Vontier Co. stock logo
VNT
Vontier
$97,035$148,506 -60.5%2,4150.0%Business Services
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$97,004$329,759 -77.3%1,7650.0%Utilities
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$95,970$11,748 -10.9%1,2090.0%ETF
United Bancorp, Inc. stock logo
UBCP
United Bancorp
$94,9700.0%6,9170.0%Finance
The Boston Beer Company, Inc. stock logo
SAM
Boston Beer
$94,8510.0%3280.0%Consumer Staples
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$94,2070.0%1000.0%Industrial Products
VeriSign, Inc. stock logo
VRSN
VeriSign
$92,3700.0%5000.0%Computer and Technology
The Mosaic Company stock logo
MOS
Mosaic
$92,2200.0%3,0000.0%Basic Materials
Progress Software Co. stock logo
PRGS
Progress Software
$92,1420.0%1,8000.0%Computer and Technology
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$90,8320.0%5,3970.0%Computer and Technology
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$88,8200.0%5000.0%Retail/Wholesale
Twilio Inc. stock logo
TWLO
Twilio
$88,5010.0%1,5100.0%Computer and Technology
GSK plc stock logo
GSK
GSK
$88,488$9,295 -9.5%2,1800.0%Medical
TC Energy Co. stock logo
TRP
TC Energy
$88,159$19,750 -18.3%2,4550.0%Oils/Energy
Medtronic plc stock logo
MDT
Medtronic
$85,082$49,953 -37.0%1,0560.0%Medical
Rollins, Inc. stock logo
ROL
Rollins
$84,9200.0%2,0000.0%Construction
Boston Scientific Co. stock logo
BSX
Boston Scientific
$83,869$4,829 -5.4%1,2330.0%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$83,470$213,683 -71.9%2000.0%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$83,212$59,696 -41.8%2300.0%Consumer Discretionary
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$82,3470.0%3000.0%Aerospace
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$81,1310.0%1,2330.0%Manufacturing
Brown-Forman Co. stock logo
BF.A
Brown-Forman
$80,5630.0%1,5950.0%Consumer Staples
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$77,2830.0%9500.0%Finance
Illumina, Inc. stock logo
ILMN
Illumina
$75,759$40,886 -35.1%6300.0%Medical
The Liberty SiriusXM Group stock logo
LSXMA
The Liberty SiriusXM Group
$75,576$124 0.2%3,0450.0%Consumer Discretionary
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$74,8600.0%5000.0%Aerospace
FirstEnergy Corp. stock logo
FE
FirstEnergy
$73,7840.0%1,9310.0%Utilities
Constellation Energy Co. stock logo
CEG
Constellation Energy
$73,2880.0%4000.0%Oils/Energy
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$72,790$219,105 -75.1%2,4750.0%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$72,5000.0%2,5000.0%Oils/Energy
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$70,647$458,264 -86.6%1500.0%Aerospace
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$70,120$70,120 New Holding1,6460.0%ETF
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$69,564$6,688 10.6%1,2170.0%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$69,3980.0%6560.0%ETF
Travel + Leisure Co. stock logo
TNL
Travel + Leisure
$67,2900.0%1,5000.0%Consumer Discretionary
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$66,8820.0%6000.0%Finance
Sirius XM Holdings Inc. stock logo
SIRI
Sirius XM
$66,5590.0%21,2650.0%Consumer Discretionary
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$66,072$66,072 New Holding1,2770.0%Manufacturing
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$65,255$203 0.3%3220.0%Consumer Discretionary
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$64,529$64,529 New Holding1,2710.0%Manufacturing
Lincoln National Co. stock logo
LNC
Lincoln National
$63,6700.0%2,2530.0%Finance
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$62,506$6,109 10.8%7,1110.0%Auto/Tires/Trucks
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$62,413$62,413 New Holding1,6420.0%ETF
The Liberty SiriusXM Group stock logo
LSXMK
The Liberty SiriusXM Group
$61,9470.0%2,5080.0%Consumer Discretionary
SEI Investments stock logo
SEIC
SEI Investments
$60,2550.0%9000.0%Finance
Shockwave Medical, Inc. stock logo
SWAV
Shockwave Medical
$59,148$59,148 New Holding1800.0%Medical
Valero Energy Co. stock logo
VLO
Valero Energy
$58,0650.0%3500.0%Oils/Energy
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$57,9080.0%4930.0%Consumer Staples
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$57,6080.0%1,0350.0%Medical
Sempra stock logo
SRE
Sempra
$56,9040.0%8000.0%Utilities
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$56,727$10,314 -15.4%1,1000.0%Finance
AptarGroup, Inc. stock logo
ATR
AptarGroup
$56,1280.0%4000.0%Industrial Products
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$55,8250.0%5690.0%Computer and Technology
Newmont Co. stock logo
NEM
Newmont
$55,6280.0%1,4850.0%Basic Materials
Lam Research Co. stock logo
LRCX
Lam Research
$53,820$48,612 933.3%620.0%Computer and Technology
Materion Co. stock logo
MTRN
Materion
$53,7250.0%4570.0%Basic Materials
Humana Inc. stock logo
HUM
Humana
$53,675$16,265 43.5%1650.0%Medical
Citigroup Inc. stock logo
C
Citigroup
$51,8080.0%8500.0%Finance
Dollar General Co. stock logo
DG
Dollar General
$51,427$10,714 -17.2%3600.0%Retail/Wholesale
Moderna, Inc. stock logo
MRNA
Moderna
$51,186$12,535 -19.7%4900.0%Medical
OCCIDENTAL PETROLEUM CORP
$51,1170.0%1,1350.0%OPTIONS
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$50,7680.0%2500.0%Medical
Cambridge Bancorp stock logo
CATC
Cambridge Bancorp
$50,5210.0%8050.0%Finance
Baxter International Inc. stock logo
BAX
Baxter International
$49,4900.0%1,2250.0%Medical
LKQ Co. stock logo
LKQ
LKQ
$48,930$48,930 New Holding1,0000.0%Auto/Tires/Trucks
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$48,5430.0%1,0040.0%ETF
Viatris Inc. stock logo
VTRS
Viatris
$47,7340.0%4,2430.0%Medical
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$47,360$47,360 New Holding2,0000.0%ETF
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$46,4680.0%1,2180.0%Consumer Staples
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$46,217$46,217 New Holding6700.0%Computer and Technology
Avis Budget Group, Inc. stock logo
CAR
Avis Budget Group
$45,9410.0%4500.0%Transportation
Southern Copper Co. stock logo
SCCO
Southern Copper
$44,6320.0%4000.0%Basic Materials
Eversource Energy stock logo
ES
Eversource Energy
$43,718$29,668 -40.4%7250.0%Utilities
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$43,580$6,114 16.3%3350.0%Medical
Kimco Realty Corp stock logo
KIM
Kimco Realty
$42,7980.0%2,3010.0%Finance
3M stock logo
MMM
3M
$42,513$144,489 -77.3%4590.0%Multi-Sector Conglomerates
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$42,151$42,151 New Holding8370.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$42,090$42,090 New Holding1,3100.0%ETF
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$42,0460.0%7180.0%Finance
Bank OZK stock logo
OZK
Bank OZK
$42,0180.0%9300.0%Finance
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$41,5870.0%3500.0%Basic Materials
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$38,972$55,303 -58.7%9450.0%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$37,747$27,814 280.0%1900.0%Retail/Wholesale
X-trackers Harvest CSI 300 China A-Shares Fund stock logo
ASHR
X-trackers Harvest CSI 300 China A-Shares Fund
$36,9080.0%1,5270.0%ETF
Kadant Inc. stock logo
KAI
Kadant
$36,7590.0%1300.0%Industrial Products
The Kroger Co. stock logo
KR
Kroger
$36,606$6,035 19.7%6430.0%Retail/Wholesale
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$36,4710.0%2330.0%Construction
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$36,440$279,422 -88.5%2,0000.0%Retail/Wholesale
LIBERTY GLOBAL LTD
$35,665$35,665 New Holding2,0930.0%COMMON STOCK
Realty Income Co. stock logo
O
Realty Income
$35,5180.0%6660.0%Finance
PagSeguro Digital Ltd. stock logo
PAGS
PagSeguro Digital
$35,488$59 0.2%3,0100.0%Business Services
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$34,475$9,680 -21.9%9260.0%Retail/Wholesale
Formula One Group stock logo
FWONK
Formula One Group
$34,2960.0%4980.0%Consumer Discretionary
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$34,2050.0%6860.0%Consumer Discretionary
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$33,1340.0%1800.0%Industrial Products
Organon & Co. stock logo
OGN
Organon & Co.
$31,464$14,220 -31.1%1,7480.0%Medical
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$30,286$30,286 New Holding3180.0%ETF
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$29,9460.0%1100.0%Business Services
Roblox Co. stock logo
RBLX
Roblox
$29,7160.0%8500.0%Consumer Discretionary
NetApp, Inc. stock logo
NTAP
NetApp
$29,3730.0%3000.0%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$29,150$29,150 New Holding1870.0%ETF
Toyota Motor Co. stock logo
TM
Toyota Motor
$28,788$63,334 -68.8%1250.0%Auto/Tires/Trucks
Verastem, Inc. stock logo
VSTM
Verastem
$28,7230.0%2,9490.0%Medical
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$28,251$28,251 New Holding2770.0%ETF
UGI Co. stock logo
UGI
UGI
$28,0790.0%1,1020.0%Utilities
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$27,8270.0%1910.0%Transportation
Public Storage stock logo
PSA
Public Storage
$26,1440.0%1000.0%Finance
LIBERTY MEDIA CORPORATION
$24,474$2,970 -10.8%6840.0%COMMON STOCK
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$24,464$10,213 71.7%1030.0%Finance
Union Bankshares, Inc. stock logo
UNB
Union Bankshares
$24,2380.0%8750.0%Finance
LIBERTY MEDIA CORPORATION
$23,8680.0%6420.0%COMMON STOCK
Duke Energy Co. stock logo
DUK
Duke Energy
$23,549$4,219 -15.2%2400.0%Utilities
GH Research PLC stock logo
GHRS
GH Research
$23,4400.0%2,0000.0%Medical
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$22,977$22,977 -50.0%1920.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$22,890$16,372 251.2%4530.0%ETF
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$22,622$273 1.2%4150.0%Oils/Energy
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$22,3940.0%1600.0%Consumer Discretionary
AstraZeneca PLC stock logo
AZN
AstraZeneca
$22,3010.0%3180.0%Medical
Newell Brands Inc. stock logo
NWL
Newell Brands
$22,0970.0%3,1840.0%Consumer Staples
Ventas, Inc. stock logo
VTR
Ventas
$21,5650.0%5000.0%Finance
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$21,003$21,003 New Holding670.0%Retail/Wholesale
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$20,6380.0%2920.0%Retail/Wholesale
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$20,500$86,417 -80.8%1810.0%ETF
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$20,238$10,129 -33.4%1,0130.0%Business Services
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$20,070$178,066 -89.9%1800.0%Finance
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$19,7560.0%800.0%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$19,717$19,717 New Holding6350.0%ETF
Baidu, Inc. stock logo
BIDU
Baidu
$19,4480.0%2000.0%Computer and Technology
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$19,0290.0%9260.0%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$18,917$27,367 -59.1%1500.0%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$18,826$4,476 -19.2%1430.0%Finance
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$18,084$132 0.7%2730.0%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$18,0630.0%4500.0%Finance
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$17,8360.0%2800.0%ETF
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$17,1910.0%840.0%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$17,062$10,237 150.0%2000.0%Computer and Technology
BioNTech SE stock logo
BNTX
BioNTech
$16,7220.0%1900.0%Medical
Genuine Parts stock logo
GPC
Genuine Parts
$16,635$5,708 52.2%1020.0%Auto/Tires/Trucks
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$15,881$8,902 -35.9%1,8750.0%Consumer Discretionary
Airbnb, Inc. stock logo
ABNB
Airbnb
$15,661$102,893 -86.8%1000.0%Computer and Technology
SOLVENTUM CORPORATION
$15,454$15,454 New Holding2490.0%COMMON STOCK
Sunnova Energy International Inc. stock logo
NOVA
Sunnova Energy International
$15,280$15,280 New Holding4,0000.0%Oils/Energy
Transocean Ltd. stock logo
RIG
Transocean
$15,0600.0%2,5920.0%Oils/Energy
AEGON LTD
$14,423$14,423 New Holding2,3800.0%FOREIGN STOCK
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$14,3860.0%1080.0%ETF
United States Oil Fund LP stock logo
USO
United States Oil Fund
$14,180$44,903 -76.0%1800.0%ETF
Washington Trust Bancorp, Inc. stock logo
WASH
Washington Trust Bancorp
$13,879$5,150 -27.1%5390.0%Finance
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$13,701$14,812 -51.9%370.0%Multi-Sector Conglomerates
Eastman Chemical stock logo
EMN
Eastman Chemical
$13,3940.0%1380.0%Basic Materials
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$12,3510.0%1450.0%Business Services
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$11,7330.0%500.0%Computer and Technology
LIBERTY GLOBAL LTD
$11,466$11,466 New Holding6970.0%COMMON STOCK
Cadiz Inc. stock logo
CDZI
Cadiz
$11,2500.0%5,0000.0%Consumer Staples
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$11,178$11,178 New Holding1100.0%Finance
Sunrun Inc. stock logo
RUN
Sunrun
$11,1650.0%1,1110.0%Computer and Technology
Nucor Co. stock logo
NUE
Nucor
$11,115$11,115 New Holding580.0%Basic Materials
AT&T Inc. stock logo
T
AT&T
$11,009$60,672 -84.6%6750.0%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$10,8120.0%1,0190.0%Business Services
Pacira BioSciences, Inc. stock logo
PCRX
Pacira BioSciences
$10,440$537,660 -98.1%4000.0%Medical
Copart, Inc. stock logo
CPRT
Copart
$10,326$10,326 New Holding950.0%Business Services
Formula One Group stock logo
FWONA
Formula One Group
$10,148$4,891 -32.5%1660.0%Consumer Discretionary
Workday, Inc. stock logo
WDAY
Workday
$10,141$10,141 New Holding400.0%Computer and Technology
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$9,8700.0%3250.0%Medical
Monster Beverage Co. stock logo
MNST
Monster Beverage
$9,5410.0%1780.0%Consumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$9,219$9,219 New Holding1140.0%ETF
APPLOVIN CORP
$9,1600.0%1350.0%COMMON STOCK
Liberty Broadband Co. stock logo
LBRDA
Liberty Broadband
$8,821$4,010 -31.3%1760.0%Consumer Discretionary
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$8,765$8,765 New Holding150.0%Construction
Masco Co. stock logo
MAS
Masco
$8,714$8,714 New Holding1210.0%Construction
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$8,684$8,684 New Holding600.0%Computer and Technology
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$8,387$8,387 New Holding1210.0%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$8,1100.0%2000.0%Consumer Discretionary
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$8,1020.0%100.0%Retail/Wholesale
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$7,9520.0%300.0%Consumer Discretionary
Haleon plc stock logo
HLN
Haleon
$7,942$76,837 -90.6%9500.0%Medical
Electronic Arts Inc. stock logo
EA
Electronic Arts
$7,881$6,356 416.7%620.0%Consumer Discretionary
SBA Communications Co. stock logo
SBAC
SBA Communications
$7,4780.0%380.0%Finance
Trex Company, Inc. stock logo
TREX
Trex
$7,465$2,020 37.1%850.0%Construction
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$7,426$7,426 New Holding1000.0%Finance
Tortoise Pipeline & Energy Fund, Inc. stock logo
TTP
Tortoise Pipeline & Energy Fund
$7,2040.0%2250.0%Financial Services
Block, Inc. stock logo
SQ
Block
$7,1600.0%1000.0%Business Services
CDW Co. stock logo
CDW
CDW
$7,129$7,129 New Holding300.0%Computer and Technology
Primerica, Inc. stock logo
PRI
Primerica
$6,525$6,525 New Holding300.0%Finance
Hexcel Co. stock logo
HXL
Hexcel
$6,2520.0%1000.0%Aerospace
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$6,203$6,203 New Holding870.0%Business Services
On Holding AG stock logo
ONON
ON
$6,0670.0%1900.0%Consumer Discretionary
Medical Properties Trust, Inc. stock logo
MPW
Medical Properties Trust
$5,8760.0%1,3000.0%Finance
Stericycle, Inc. stock logo
SRCL
Stericycle
$5,7050.0%1120.0%Business Services
Plug Power Inc. stock logo
PLUG
Plug Power
$5,4780.0%2,2000.0%Industrial Products
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$5,293$5,293 New Holding1410.0%ETF
Bio-Techne Co. stock logo
TECH
Bio-Techne
$5,024$5,024 New Holding800.0%Medical
Best Buy Co., Inc. stock logo
BBY
Best Buy
$4,958$4,958 New Holding660.0%Retail/Wholesale
Zions Bancorporation, National Association stock logo
ZION
Zions Bancorporation, National Association
$4,9580.0%1200.0%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,941$82,164 -94.3%620.0%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,9110.0%200.0%Construction
QTUM
Defiance Quantum ETF
$4,823$4,823 New Holding860.0%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$4,761$4,761 New Holding680.0%ETF
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
$4,468$1,878 72.5%3450.0%Finance
Snap Inc. stock logo
SNAP
Snap
$4,4560.0%4000.0%Computer and Technology
Invivyd, Inc. stock logo
IVVD
Invivyd
$4,380$4,380 New Holding2,0000.0%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$4,253$144,359 -97.1%1050.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,113$430,382 -99.1%860.0%Manufacturing
The RealReal, Inc. stock logo
REAL
RealReal
$3,979$3,979 New Holding1,2020.0%Consumer Discretionary
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$3,938$67,409 -94.5%510.0%Manufacturing
Nokia Oyj stock logo
NOK
Nokia Oyj
$3,6900.0%1,0000.0%Computer and Technology
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$3,5700.0%1,8030.0%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,493$582,724 -99.4%460.0%ETF
iRobot Co. stock logo
IRBT
iRobot
$3,370$1,348 -28.6%5000.0%Industrial Products
MacroGenics, Inc. stock logo
MGNX
MacroGenics
$3,2820.0%2130.0%Medical
Beyond Meat, Inc. stock logo
BYND
Beyond Meat
$3,2650.0%5300.0%Consumer Staples
ResMed Inc. stock logo
RMD
ResMed
$3,0660.0%170.0%Medical
Roku, Inc. stock logo
ROKU
Roku
$2,9290.0%500.0%Consumer Discretionary
Embecta Corp. stock logo
EMBC
Embecta
$2,905$1,083 -27.2%2710.0%Medical
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,800$2,800 New Holding110.0%ETF
Forge Global Holdings, Inc. stock logo
FRGE
Forge Global
$2,534$2,534 New Holding1,3200.0%Finance
Novavax, Inc. stock logo
NVAX
Novavax
$2,3200.0%5700.0%Medical
MetLife, Inc. stock logo
MET
MetLife
$1,2950.0%180.0%Finance
ChargePoint Holdings, Inc. stock logo
CHPT
ChargePoint
$1,2310.0%9050.0%Auto/Tires/Trucks
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$1,0120.0%170.0%Computer and Technology
Northern Dynasty Minerals Ltd. stock logo
NAK
Northern Dynasty Minerals
$8810.0%3,0000.0%Basic Materials
Paramount Global stock logo
PARA
Paramount Global
$6690.0%540.0%Consumer Discretionary
iSun, Inc. stock logo
ISUN
iSun
$6620.0%4,4820.0%Oils/Energy
Sage Therapeutics, Inc. stock logo
SAGE
Sage Therapeutics
$6450.0%500.0%Medical
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$2480.0%40.0%Computer and Technology
Liberty Latin America Ltd. stock logo
LILAK
Liberty Latin America
$162$6,097 -97.4%220.0%Computer and Technology
Forte Biosciences, Inc. stock logo
FBRX
Forte Biosciences
$1390.0%1930.0%Medical
GameStop Corp. stock logo
GME
GameStop
$1200.0%120.0%Retail/Wholesale
Brighthouse Financial, Inc. stock logo
BHF
Brighthouse Financial
$490.0%10.0%Finance
Rigel Pharmaceuticals, Inc. stock logo
RIGL
Rigel Pharmaceuticals
$310.0%270.0%Medical
Liberty Latin America Ltd. stock logo
LILA
Liberty Latin America
$30$10,845 -99.7%40.0%Computer and Technology
Amcor plc stock logo
AMCR
Amcor
$0$1,017,819 -100.0%00.0%Industrial Products
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$0$484,968 -100.0%00.0%Basic Materials
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$0$432,642 -100.0%00.0%Basic Materials
BHP Group Limited stock logo
BHP
BHP Group
$0$432,438 -100.0%00.0%Basic Materials
ABM Industries Incorporated stock logo
ABM
ABM Industries
$0$320,800 -100.0%00.0%Construction
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$292,180 -100.0%00.0%ETF
Permian Basin Royalty Trust stock logo
PBT
Permian Basin Royalty Trust
$0$263,549 -100.0%00.0%Oils/Energy
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$0$259,560 -100.0%00.0%Industrial Products
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$0$240,097 -100.0%00.0%Basic Materials
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$0$214,155 -100.0%00.0%Basic Materials
Old National Bancorp stock logo
ONB
Old National Bancorp
$0$211,650 -100.0%00.0%Finance
H&R Block, Inc. stock logo
HRB
H&R Block
$0$210,750 -100.0%00.0%Consumer Discretionary
CACI International Inc stock logo
CACI
CACI International
$0$163,060 -100.0%00.0%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$0$117,540 -100.0%00.0%Computer and Technology
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$0$112,567 -100.0%00.0%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$104,594 -100.0%00.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$0$85,624 -100.0%00.0%ETF
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$0$84,699 -100.0%00.0%Oils/Energy
CUT
Invesco MSCI Global Timber ETF
$0$84,623 -100.0%00.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$0$83,066 -100.0%00.0%ETF
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$0$76,087 -100.0%00.0%Business Services
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0$72,646 -100.0%00.0%ETF
Vodafone Group Public Limited stock logo
VOD
Vodafone Group Public
$0$60,598 -100.0%00.0%Computer and Technology
VMware, Inc. stock logo
VMW
VMware
$0$59,062 -100.0%00.0%Computer and Technology
AMETEK, Inc. stock logo
AME
AMETEK
$0$43,110 -100.0%00.0%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$0$43,021 -100.0%00.0%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$0$41,116 -100.0%00.0%ETF
Exelon Co. stock logo
EXC
Exelon
$0$36,630 -100.0%00.0%Utilities
Liberty Global Ltd. stock logo
LBTYK
Liberty Global
$0$35,539 -100.0%00.0%Consumer Discretionary
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$0$35,004 -100.0%00.0%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$0$34,162 -100.0%00.0%Medical
Truist Financial Co. stock logo
TFC
Truist Financial
$0$32,847 -100.0%00.0%Finance
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$0$32,769 -100.0%00.0%Manufacturing
Sony Group Co. stock logo
SONY
Sony Group
$0$25,968 -100.0%00.0%Consumer Discretionary
Revvity, Inc. stock logo
RVTY
Revvity
$0$25,185 -100.0%00.0%Medical
Black Hills Co. stock logo
BKH
Black Hills
$0$19,964 -100.0%00.0%Utilities
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$0$18,817 -100.0%00.0%ETF
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$0$18,095 -100.0%00.0%Finance
Sea Limited stock logo
SE
SEA
$0$17,119 -100.0%00.0%Computer and Technology
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$0$15,875 -100.0%00.0%Finance
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$0$15,067 -100.0%00.0%Computer and Technology
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$0$13,159 -100.0%00.0%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$12,470 -100.0%00.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$0$11,565 -100.0%00.0%ETF
The New York Times Company stock logo
NYT
New York Times
$0$11,448 -100.0%00.0%Consumer Staples
Liberty Global Ltd. stock logo
LBTYA
Liberty Global
$0$10,901 -100.0%00.0%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$10,547 -100.0%00.0%ETF
American International Group, Inc. stock logo
AIG
American International Group
$0$9,654 -100.0%00.0%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$9,366 -100.0%00.0%ETF
Manulife Financial Co. stock logo
MFC
Manulife Financial
$0$8,798 -100.0%00.0%Finance
Regions Financial Co. stock logo
RF
Regions Financial
$0$8,487 -100.0%00.0%Finance
TEGNA Inc. stock logo
TGNA
TEGNA
$0$7,555 -100.0%00.0%Consumer Discretionary
Flowserve Co. stock logo
FLS
Flowserve
$0$7,436 -100.0%00.0%Industrial Products
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$0$7,360 -100.0%00.0%Medical
Sanofi stock logo
SNY
Sanofi
$0$7,023 -100.0%00.0%Medical
Ingredion Incorporated stock logo
INGR
Ingredion
$0$6,642 -100.0%00.0%Consumer Staples
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$0$6,185 -100.0%00.0%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$6,001 -100.0%00.0%ETF
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$0$5,534 -100.0%00.0%Consumer Staples
QuantumScape Co. stock logo
QS
QuantumScape
$0$5,396 -100.0%00.0%Auto/Tires/Trucks
Dropbox, Inc. stock logo
DBX
Dropbox
$0$5,286 -100.0%00.0%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$0$5,070 -100.0%00.0%Oils/Energy
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$0$5,049 -100.0%00.0%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$0$4,950 -100.0%00.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$4,719 -100.0%00.0%Computer and Technology
Oshkosh Co. stock logo
OSK
Oshkosh
$0$4,600 -100.0%00.0%Auto/Tires/Trucks
PPG Industries, Inc. stock logo
PPG
PPG Industries
$0$4,247 -100.0%00.0%Basic Materials
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$0$4,125 -100.0%00.0%ETF
Halliburton stock logo
HAL
Halliburton
$0$4,059 -100.0%00.0%Oils/Energy
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$0$3,884 -100.0%00.0%Auto/Tires/Trucks
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$0$3,821 -100.0%00.0%ETF
Petróleo Brasileiro S.A. - Petrobras stock logo
PBR
Petróleo Brasileiro S.A. - Petrobras
$0$3,795 -100.0%00.0%Oils/Energy
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$0$3,792 -100.0%00.0%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$0$3,410 -100.0%00.0%Business Services
Barrick Gold Corp stock logo
GOLD
Barrick Gold
$0$3,162 -100.0%00.0%Basic Materials
BlackRock Innovation and Growth Term Trust stock logo
BIGZ
BlackRock Innovation and Growth Term Trust
$0$3,154 -100.0%00.0%Financial Services
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$0$2,867 -100.0%00.0%Medical
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$0$2,685 -100.0%00.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$0$2,446 -100.0%00.0%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$0$2,439 -100.0%00.0%ETF
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$0$1,920 -100.0%00.0%Business Services
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$1,913 -100.0%00.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$0$1,854 -100.0%00.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$1,654 -100.0%00.0%ETF
LumiraDx Limited stock logo
LMDX
LumiraDx
$0$1,231 -100.0%00.0%Medical
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$0$868 -100.0%00.0%ETF
Netcapital Inc. stock logo
NCPL
Netcapital
$0$800 -100.0%00.0%Business Services
Atlanta Braves Holdings, Inc. stock logo
BATRK
Atlanta Braves
$0$218 -100.0%00.0%Multi-Sector Conglomerates
Canopy Growth Co. stock logo
CGC
Canopy Growth
$0$181 -100.0%00.0%Medical
Xerox Holdings Co. stock logo
XRX
Xerox
$0$162 -100.0%00.0%Industrial Products
Farfetch Ltd stock logo
FTCH
Farfetch
$0$3 -100.0%00.0%Retail/Wholesale

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