Crestwood Advisors 13F annual report
Crestwood Advisors is an investment fund managing more than $4.83 trillion ran by Brigette Houghton. There are currently 425 companies in Mrs. Houghton’s portfolio. The largest investments include Apple Inc and Microsoft Corp Com, together worth $588 billion.
Limited to 30 biggest holdings
$4.83 trillion Assets Under Management (AUM)
As of 25th July 2024, Crestwood Advisors’s top holding is 1,452,118 shares of Apple Inc currently worth over $306 billion and making up 6.3% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Crestwood Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 630,517 shares of Microsoft Corp Com worth $282 billion.
The third-largest holding is Amazon.com worth $162 billion and the next is Alphabet Inc Cap Stk Cl A worth $134 billion, with 736,026 shares owned.
Currently, Crestwood Advisors's portfolio is worth at least $4.83 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Crestwood Advisors
The Crestwood Advisors office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Brigette Houghton serves as the Operations Specialist at Crestwood Advisors.
Recent trades
In the most recent 13F filing, Crestwood Advisors revealed that it had opened a new position in
Applied Finance Valuation Large Cap Etf and bought 1,015,781 shares worth $34.7 billion.
The investment fund also strengthened its position in Microsoft Corp Com by buying
9,113 additional shares.
This makes their stake in Microsoft Corp Com total 630,517 shares worth $282 billion.
On the other hand, there are companies that Crestwood Advisors is getting rid of from its portfolio.
Crestwood Advisors closed its position in Pioneer Nat Res Co Com on 1st August 2024.
It sold the previously owned 6,290 shares for $1.65 billion.
Brigette Houghton also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $306 billion and 1,452,118 shares.
One of the largest hedge funds
The two most similar investment funds to Crestwood Advisors are Income Partners and Capital Advisors Inc/ok. They manage $4.84 trillion and $4.83 trillion respectively.
Brigette Houghton investment strategy
Crestwood Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 13.1% of
the total portfolio value.
The fund focuses on investments in the United States as
25.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
23% of the total holdings value.
On the other hand, small-cap stocks make up only 3.5% of the portfolio.
The average market cap of the portfolio companies is close to $92.2 billion.
The complete list of Crestwood Advisors trades based on 13F SEC filings
These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.24%
1,452,118
|
$305,851,033,000 | 6.33% |
| Microsoft Corp Com |
1.47%
630,517
|
$281,814,149,000 | 5.83% |
| Amazon.com Inc. |
6.42%
839,745
|
$162,283,498,000 | 3.36% |
| Alphabet Inc Cap Stk Cl A |
3.78%
736,026
|
$134,070,102,000 | 2.77% |
| Berkshire Hathaway Inc Del Cl B New |
0.78%
245,601
|
$99,911,200,000 | 2.07% |
| Fiserv, Inc. |
2.07%
661,680
|
$98,616,883,000 | 2.04% |
| Applied Matls Inc Com |
1.97%
394,005
|
$92,979,800,000 | 1.92% |
| Visa Inc |
1.12%
342,670
|
$89,941,991,000 | 1.86% |
| Spdr Portfolio S&p 600 Small Cap Etf |
1.94%
2,146,042
|
$89,124,002,000 | 1.84% |
| Tjx Cos Inc New Com |
1.70%
794,243
|
$87,446,529,000 | 1.81% |
| Costco Whsl Corp New Com |
9.24%
102,608
|
$87,216,240,000 | 1.80% |
| Danaher Corporation Com |
1.83%
331,984
|
$82,946,547,000 | 1.72% |
| Adobe Inc |
7.42%
148,504
|
$82,499,000,000 | 1.71% |
| Home Depot, Inc. |
9.92%
230,755
|
$79,434,438,000 | 1.64% |
| Booking Holdings Inc |
10.50%
19,395
|
$76,835,804,000 | 1.59% |
| Salesforce Inc |
13.76%
293,434
|
$75,440,390,000 | 1.56% |
| Blackstone Inc |
0.20%
602,092
|
$74,538,960,000 | 1.54% |
| Honeywell Intl Inc Com |
3.77%
348,967
|
$74,518,715,000 | 1.54% |
| Ishares U.s. Treasury Bond Etf |
8.72%
3,123,024
|
$70,488,819,000 | 1.46% |
| Ishares National Muni Bond Etf |
1.01%
648,555
|
$69,103,827,000 | 1.43% |
| Alphabet Inc Cap Stk Cl C |
0.27%
370,359
|
$67,933,153,000 | 1.41% |
| Thermo Fisher Scientific Inc. |
2.49%
120,772
|
$66,786,813,000 | 1.38% |
| Accenture Plc Ireland Shs Class A |
1.79%
214,904
|
$65,203,939,000 | 1.35% |
| Xylem Inc |
0.64%
478,079
|
$64,842,201,000 | 1.34% |
| Vanguard Tax-exempt Bond Etf |
5.05%
1,177,825
|
$59,020,942,000 | 1.22% |
| Qualcomm, Inc. |
0.17%
294,666
|
$58,691,610,000 | 1.21% |
| Hilton Worldwide Hldgs Inc Com |
2.74%
266,030
|
$58,046,824,000 | 1.20% |
| Johnson & Johnson Com |
0.24%
388,241
|
$56,745,047,000 | 1.17% |
| Jpmorgan Chase & Co. Com |
0.61%
248,708
|
$50,303,651,000 | 1.04% |
| Schwab Charles Corp Com |
1.07%
674,407
|
$49,696,972,000 | 1.03% |
| Roper Technologies Inc |
2.77%
87,001
|
$49,038,998,000 | 1.01% |
| Ishares Core S&p 500 Etf |
3.35%
82,329
|
$45,052,968,000 | 0.93% |
| Ishares Core S&p Total U.s. Stock Market Etf |
5.74%
370,732
|
$44,035,624,000 | 0.91% |
| Kla Corp Com New |
6.24%
53,015
|
$43,710,533,000 | 0.90% |
| Fortive Corp Com |
2.64%
538,704
|
$39,917,650,000 | 0.83% |
| Mccormick & Co Inc Com Non Vtg |
13.47%
560,648
|
$39,772,070,000 | 0.82% |
| Zoetis Inc |
0.95%
221,645
|
$38,425,415,000 | 0.79% |
| Nvidia Corporation Com |
1,304.83%
298,301
|
$36,852,156,000 | 0.76% |
| Sherwin Williams Co Com |
10.99%
120,140
|
$35,852,974,000 | 0.74% |
| Stryker Corporation Com |
6.34%
104,218
|
$35,460,178,000 | 0.73% |
| S&P Global Inc |
1.67%
79,101
|
$35,279,270,000 | 0.73% |
| Mettler Toledo International Com |
0.08%
25,106
|
$35,088,316,000 | 0.73% |
| Applied Finance Valuation Large Cap Etf |
Opened
1,015,781
|
$34,739,710,000 | 0.72% |
| Constellation Brands Inc |
0.85%
134,165
|
$34,517,567,000 | 0.71% |
| Berkshire Hathaway Inc. |
5.08%
56
|
$34,285,496,000 | 0.71% |
| Iqvia Hldgs Inc Com |
Opened
160,245
|
$33,882,504,000 | 0.70% |
| Ishares Core Msci Eafe Etf |
0.76%
456,025
|
$33,125,359,000 | 0.69% |
| Amphenol Corp. |
99.34%
481,429
|
$32,433,883,000 | 0.67% |
| Eli Lilly & Co Com |
3.12%
35,546
|
$32,182,574,000 | 0.67% |
| iShares MSCI Emerging Markets ex China ETF |
3.19%
526,701
|
$31,180,462,000 | 0.64% |
| Energy Select Sector Spdr Fund |
9.05%
323,620
|
$29,497,719,000 | 0.61% |
| Kenvue Inc Com |
14.84%
1,537,348
|
$27,949,604,000 | 0.58% |
| Universal Display Corp Com |
0.06%
132,744
|
$27,909,328,000 | 0.58% |
| Gmo U.s. Quality Etf |
6,750.42%
897,336
|
$27,835,352,000 | 0.58% |
| Disney Walt Co Com |
4.82%
272,671
|
$27,074,555,000 | 0.56% |
| Quanta Svcs Inc Com |
0.53%
105,568
|
$26,823,773,000 | 0.55% |
| Ishares Core U.s. Aggregate Bond Etf |
6.68%
271,919
|
$26,397,115,000 | 0.55% |
| Broadcom Inc. |
2.00%
16,037
|
$25,747,918,000 | 0.53% |
| Procter And Gamble Co Com |
0.31%
156,054
|
$25,736,421,000 | 0.53% |
| Oracle Corp Com |
0.25%
182,221
|
$25,729,608,000 | 0.53% |
| Spdr S&p 500 Etf Trust |
1.35%
47,056
|
$25,608,576,000 | 0.53% |
| Vanguard S&p 500 Etf |
11.78%
51,112
|
$25,566,776,000 | 0.53% |
| Kinder Morgan Inc Del Com |
0.68%
1,267,238
|
$25,180,025,000 | 0.52% |
| United Rentals, Inc. |
0.04%
36,916
|
$23,874,492,000 | 0.49% |
| Nxp Semiconductors N V Com |
0.64%
85,455
|
$22,995,209,000 | 0.48% |
| Crown Castle Inc |
2.11%
234,957
|
$22,955,240,000 | 0.47% |
| Bank America Corp Com |
2.13%
540,741
|
$21,505,258,000 | 0.44% |
| Marsh & McLennan Cos., Inc. |
0.37%
101,843
|
$21,460,292,000 | 0.44% |
| Edwards Lifesciences Corp Com |
0.72%
217,911
|
$20,128,439,000 | 0.42% |
| Ishares Expanded Tech-software Sector Etf |
2.14%
216,932
|
$18,851,391,000 | 0.39% |
| Abbvie Inc |
0.21%
109,064
|
$18,706,577,000 | 0.39% |
| Exxon Mobil Corp Com |
14.64%
132,824
|
$15,290,601,000 | 0.32% |
| Merck & Co Inc |
1.28%
122,375
|
$15,149,966,000 | 0.31% |
| Ishares Russell 3000 Etf |
Opened
43,279
|
$13,358,890,000 | 0.28% |
| Pepsico Inc Com |
2.36%
75,542
|
$12,459,185,000 | 0.26% |
| Chevron Corp New Com |
0.23%
76,861
|
$12,022,522,000 | 0.25% |
| Manulife Finl Corp Com |
0.29%
437,698
|
$11,651,521,000 | 0.24% |
| Ishares U.s. Energy Etf |
1.05%
242,226
|
$11,626,836,000 | 0.24% |
| Church & Dwight Co., Inc. |
0.29%
109,707
|
$11,374,414,000 | 0.24% |
| Ishares Core S&p Small Cap Etf |
4.02%
106,507
|
$11,359,348,000 | 0.23% |
| Jacobs Solutions Inc |
0.77%
79,847
|
$11,155,457,000 | 0.23% |
| Ishares Msci Eafe Etf |
1.47%
141,337
|
$11,070,948,000 | 0.23% |
| Stifel Finl Corp Com |
1.06%
128,902
|
$10,847,103,000 | 0.22% |
| Palo Alto Networks Inc |
2.08%
31,923
|
$10,822,118,000 | 0.22% |
| Invesco Qqq Trust Series I |
10.06%
22,212
|
$10,642,182,000 | 0.22% |
| Stag Indl Inc Com |
0.81%
293,516
|
$10,584,186,000 | 0.22% |
| Vanguard Real Estate Etf |
20.01%
122,533
|
$10,263,970,000 | 0.21% |
| Ishares Broad Usd Investment Grade Corporate Bond Etf |
17.26%
203,320
|
$10,209,407,000 | 0.21% |
| Williams Cos Inc |
2.04%
231,108
|
$9,822,091,000 | 0.20% |
| Comcast Corp New Cl A |
4.70%
249,966
|
$9,788,657,000 | 0.20% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
3.20%
189,341
|
$9,701,923,000 | 0.20% |
| Vanguard Dividend Appreciation Etf |
6.33%
52,255
|
$9,539,203,000 | 0.20% |
| Abbott Labs Com |
2.69%
86,382
|
$8,975,974,000 | 0.19% |
| Trane Technologies Plc Shs |
1.83%
26,557
|
$8,735,556,000 | 0.18% |
| Cisco Sys Inc Com |
5.76%
179,835
|
$8,543,959,000 | 0.18% |
| Spdr Nuveen Bloomberg Municipal Bond Etf |
4.13%
186,447
|
$8,529,927,000 | 0.18% |
| Coca Cola Co Com |
0.41%
130,461
|
$8,303,851,000 | 0.17% |
| ServiceNow Inc |
0.65%
10,508
|
$8,266,328,000 | 0.17% |
| Ishares Core Msci Emerging Markets Etf |
0.96%
151,842
|
$8,128,075,000 | 0.17% |
| NextEra Energy Inc |
24.59%
112,026
|
$7,932,543,000 | 0.16% |
| The Trade Desk Inc Com Cl A |
8.17%
79,908
|
$7,804,614,000 | 0.16% |
| Analog Devices Inc. |
1.99%
32,293
|
$7,371,280,000 | 0.15% |
| Texas Instrs Inc Com |
0.32%
37,615
|
$7,317,246,000 | 0.15% |
| Vanguard Mid-cap Etf |
2.06%
29,601
|
$7,166,493,000 | 0.15% |
| Caterpillar Inc. |
0.48%
21,506
|
$7,163,527,000 | 0.15% |
| Vanguard Small-cap Etf |
0.04%
32,706
|
$7,131,193,000 | 0.15% |
| Sei Invts Co Com |
0.01%
108,750
|
$7,035,038,000 | 0.15% |
| Mcdonalds Corp Com |
6.05%
27,421
|
$6,987,948,000 | 0.14% |
| Akamai Technologies Inc |
2.12%
77,448
|
$6,976,516,000 | 0.14% |
| Lazard Inc. |
2.09%
182,572
|
$6,970,599,000 | 0.14% |
| Mastercard Incorporated |
0.40%
14,843
|
$6,548,303,000 | 0.14% |
| Spdr Portfolio Aggregate Bond Etf |
3.21%
242,756
|
$6,090,748,000 | 0.13% |
| Goldman Sachs Group, Inc. |
0.61%
12,992
|
$5,876,473,000 | 0.12% |
| Huntington Bancshares, Inc. |
2.74%
434,617
|
$5,728,253,000 | 0.12% |
| Meta Platforms Inc |
0.29%
10,713
|
$5,401,912,000 | 0.11% |
| Veralto Corp Com Shs |
6.32%
54,996
|
$5,250,515,000 | 0.11% |
| Mondelez International Inc. |
8.51%
79,159
|
$5,180,165,000 | 0.11% |
| Independent Bk Corp Mass Com |
0.03%
99,956
|
$5,069,768,000 | 0.10% |
| Boston Scientific Corp Com |
0.29%
65,721
|
$5,061,174,000 | 0.10% |
| Ishares Core S&p Mid-cap Etf |
0.54%
86,454
|
$5,059,270,000 | 0.10% |
| Vanguard Total World Stock Etf |
1,549.67%
44,673
|
$5,031,520,000 | 0.10% |
| Spdr Bloomberg 1-3 Month T-bill Etf |
239.29%
53,259
|
$4,888,111,000 | 0.10% |
| Ishares Msci Usa Min Vol Factor Etf |
39.38%
57,583
|
$4,834,803,000 | 0.10% |
| Emerson Elec Co Com |
0.25%
43,395
|
$4,780,414,000 | 0.10% |
| Kimberly-clark Corp Com |
0.26%
33,698
|
$4,657,050,000 | 0.10% |
| Eog Res Inc Com |
0.55%
34,612
|
$4,356,568,000 | 0.09% |
| Entegris Inc |
0.14%
31,775
|
$4,302,335,000 | 0.09% |
| Eaton Corp Plc Shs |
0.42%
13,474
|
$4,224,720,000 | 0.09% |
| American Tower Corp New Com |
1.59%
21,341
|
$4,148,192,000 | 0.09% |
| Ecolab, Inc. |
4.36%
17,347
|
$4,128,586,000 | 0.09% |
| Ultragenyx Pharmaceutical Inc. |
0.02%
100,280
|
$4,121,508,000 | 0.09% |
| Ishares Russell 1000 Growth Etf |
0.66%
11,070
|
$4,035,250,000 | 0.08% |
| Ishares Msci Usa Quality Factor Etf |
103.22%
23,057
|
$3,937,287,000 | 0.08% |
| Keysight Technologies Inc |
3.90%
28,446
|
$3,889,991,000 | 0.08% |
| Weyerhaeuser Co Mtn Be Com New |
10.05%
132,755
|
$3,768,914,000 | 0.08% |
| Pfizer Inc. |
7.06%
134,204
|
$3,755,020,000 | 0.08% |
| Schwab U.s. Broad Market Etf |
679.20%
59,009
|
$3,709,899,000 | 0.08% |
| Shopify Inc |
1.61%
55,087
|
$3,638,496,000 | 0.08% |
| Starbucks Corp Com |
13.68%
46,131
|
$3,591,326,000 | 0.07% |
| Vanguard Total Stock Market Etf |
No change
13,362
|
$3,574,593,000 | 0.07% |
| Technology Select Sector Spdr Fund |
11.94%
15,790
|
$3,572,144,000 | 0.07% |
| Wisdomtree Floating Rate Treasury Fund |
117.34%
70,884
|
$3,566,174,000 | 0.07% |
| Ishares Short-term National Muni Bond Etf |
13.84%
32,290
|
$3,375,943,000 | 0.07% |
| Ishares Morningstar U.s. Equity Etf |
9.32%
44,527
|
$3,347,143,000 | 0.07% |
| Colgate Palmolive Co Com |
0.29%
33,769
|
$3,276,916,000 | 0.07% |
| AMGEN Inc. |
14.34%
10,460
|
$3,268,227,000 | 0.07% |
| Ishares Russell 2000 Etf |
4.01%
15,572
|
$3,159,403,000 | 0.07% |
| Robo Global Robotics & Automation Index Etf |
1.60%
55,887
|
$3,079,374,000 | 0.06% |
| Nutanix Inc |
No change
50,282
|
$2,858,532,000 | 0.06% |
| Flexshares Us Quality Low Volatility Index Fund |
90.94%
43,791
|
$2,729,680,000 | 0.06% |
| Vertex Pharmaceuticals, Inc. |
1.79%
5,632
|
$2,639,831,000 | 0.05% |
| Washington Tr Bancorp Inc Com |
No change
95,403
|
$2,614,996,000 | 0.05% |
| International Business Machs Com |
0.74%
15,072
|
$2,606,636,000 | 0.05% |
| Vanguard Small-cap Growth Etf |
7.74%
10,305
|
$2,577,693,000 | 0.05% |
| Global X Robotics & Artificial Intelligence ETF |
0.72%
83,335
|
$2,570,885,000 | 0.05% |
| Ishares Esg Aware Msci Usa Small-cap Etf |
0.10%
66,650
|
$2,566,006,000 | 0.05% |
| Spdr Nuveen Blmbg St Munbd Etf |
11.84%
54,295
|
$2,562,161,000 | 0.05% |
| Invesco S&p 500 Quality Etf |
5.35%
40,069
|
$2,545,984,000 | 0.05% |
| Ishares U.s. Regional Banks Etf |
6.29%
60,216
|
$2,496,535,000 | 0.05% |
| Ishares Biotechnology Etf |
1.03%
17,899
|
$2,456,901,000 | 0.05% |
| Vanguard Short-term Bond Etf |
11.79%
31,920
|
$2,448,310,000 | 0.05% |
| CBRE Group Inc |
3.15%
27,390
|
$2,440,723,000 | 0.05% |
| Rtx Corporation Com |
10.07%
24,246
|
$2,434,011,000 | 0.05% |
| Information Svcs Group Inc Com |
No change
826,390
|
$2,429,587,000 | 0.05% |
| iShares S&P Small-Cap 600 Growth ETF |
2.47%
18,534
|
$2,380,322,000 | 0.05% |
| Nike, Inc. |
7.43%
30,804
|
$2,321,672,000 | 0.05% |
| Health Care Select Sector Spdr Fund |
0.14%
15,516
|
$2,261,424,000 | 0.05% |
| Vanguard Mid-cap Growth Etf |
4.86%
9,666
|
$2,218,927,000 | 0.05% |
| Lockheed Martin Corp Com |
8.31%
4,627
|
$2,161,106,000 | 0.04% |
| Wells Fargo Co New Com |
5.66%
35,755
|
$2,123,481,000 | 0.04% |
| Walmart Inc |
7.31%
30,770
|
$2,083,430,000 | 0.04% |
| Vanguard Information Technology Etf |
0.64%
3,591
|
$2,070,740,000 | 0.04% |
| Vanguard Value Etf |
2.82%
12,721
|
$2,040,576,000 | 0.04% |
| Ishares S&p 500 Value Etf |
6.12%
10,973
|
$1,997,243,000 | 0.04% |
| Philip Morris Intl Inc Com |
5.43%
18,932
|
$1,918,387,000 | 0.04% |
| Intuitive Surgical Inc Com New |
0.35%
4,293
|
$1,909,741,000 | 0.04% |
| Netflix Inc. |
0.39%
2,824
|
$1,905,861,000 | 0.04% |
| iShares 1-3 Year Treasury Bond ETF |
4.04%
22,934
|
$1,872,568,000 | 0.04% |
| New Fortress Energy LLC |
38.01%
84,806
|
$1,864,036,000 | 0.04% |
| Digital Rlty Tr Inc Com |
1.71%
11,995
|
$1,823,737,000 | 0.04% |
| Lowes Cos Inc Com |
3.72%
8,258
|
$1,820,606,000 | 0.04% |
| Vanguard Growth Etf |
4.37%
4,863
|
$1,818,811,000 | 0.04% |
| Ishares Core S&p Us Value Etf |
0.48%
20,492
|
$1,805,967,000 | 0.04% |
| Ishares Msci Usa Momentum Factor Etf |
19.45%
9,175
|
$1,787,932,000 | 0.04% |
| Ares Capital Corp Com |
88.72%
84,454
|
$1,760,027,000 | 0.04% |
| Tesla Inc |
3.32%
8,822
|
$1,745,604,000 | 0.04% |
| Ge Aerospace Com New |
0.06%
10,799
|
$1,716,720,000 | 0.04% |
| Stanley Black & Decker Inc Com |
1.09%
21,479
|
$1,715,937,000 | 0.04% |
| Ishares S&p 500 Growth Etf |
6.05%
18,138
|
$1,678,491,000 | 0.03% |
| Pioneer Nat Res Co Com |
Closed
6,290
|
$1,651,125,000 | |
| Ishares S&p Mid-cap 400 Growth Etf |
No change
18,714
|
$1,648,891,000 | 0.03% |
| Motorola Solutions Inc Com New |
0.73%
4,265
|
$1,646,503,000 | 0.03% |
| Ingersoll Rand Inc. |
0.69%
17,881
|
$1,624,310,000 | 0.03% |
| Arcbest Corp Com |
No change
15,000
|
$1,606,200,000 | 0.03% |
| Unitedhealth Group Inc |
6.58%
3,047
|
$1,551,474,000 | 0.03% |
| Financial Select Sector Spdr Fund |
7.35%
37,310
|
$1,533,819,000 | 0.03% |
| PJT Partners Inc |
0.04%
14,141
|
$1,525,955,000 | 0.03% |
| Target Corp Com |
0.09%
10,153
|
$1,502,981,000 | 0.03% |
| Lennar Corp. |
0.28%
9,677
|
$1,450,292,000 | 0.03% |
| State Str Corp Com |
73.46%
18,478
|
$1,367,372,000 | 0.03% |
| Lam Research Corp Com |
0.39%
1,283
|
$1,366,725,000 | 0.03% |
| Morgan Stanley Com New |
8.47%
13,531
|
$1,315,078,000 | 0.03% |
| Spdr Portfolio S&p 500 Etf |
6.88%
20,516
|
$1,313,024,000 | 0.03% |
| American Express Co Com |
11.11%
5,657
|
$1,309,833,000 | 0.03% |
| Goldman Sachs Innovate Equity ETF |
No change
22,613
|
$1,283,283,000 | 0.03% |
| Ametek Inc |
6.43%
7,496
|
$1,249,658,000 | 0.03% |
| Cvs Health Corp Com |
30.71%
20,758
|
$1,225,977,000 | 0.03% |
| Consumer Discretionary Select Sector Spdr Fund |
1.70%
6,655
|
$1,213,931,000 | 0.03% |
| Ishares Msci Usa Esg Select Etf |
250.41%
10,775
|
$1,210,842,000 | 0.03% |
| Vanguard Ftse Developed Markets Etf |
8.95%
23,114
|
$1,142,294,000 | 0.02% |
| Natural Grocers By Vitamin Cot Com |
No change
53,565
|
$1,135,578,000 | 0.02% |
| Union Pac Corp Com |
8.23%
5,015
|
$1,134,709,000 | 0.02% |
| Industrial Select Sector Spdr Fund |
0.31%
9,060
|
$1,104,119,000 | 0.02% |
| Ishares Emerging Markets Dividend Etf |
No change
40,191
|
$1,092,392,000 | 0.02% |
| Ishares Preferred & Income Securities Etf |
17.37%
33,488
|
$1,056,546,000 | 0.02% |
| Intuit Com |
5.64%
1,573
|
$1,033,622,000 | 0.02% |
| Spdr Gold Shares |
1.70%
4,775
|
$1,026,700,000 | 0.02% |
| Ishares Russell 1000 Etf |
1.38%
3,434
|
$1,021,826,000 | 0.02% |
| General Dynamics Corp Com |
7.72%
3,502
|
$1,016,259,000 | 0.02% |
| Avnet, Inc. |
No change
19,694
|
$1,014,044,000 | 0.02% |
| Intel Corp Com |
19.01%
32,322
|
$1,001,026,000 | 0.02% |
| Deere & Co Com |
6.96%
2,672
|
$998,374,000 | 0.02% |
| Ford Mtr Co Del Com |
533.24%
77,869
|
$976,477,000 | 0.02% |
| Parker-hannifin Corp Com |
1.13%
1,928
|
$975,022,000 | 0.02% |
| Carrier Global Corporation Com |
17.45%
15,436
|
$973,685,000 | 0.02% |
| Snap-on, Inc. |
0.46%
3,721
|
$972,632,000 | 0.02% |
| Altria Group Inc. |
10.21%
21,212
|
$966,195,000 | 0.02% |
| Dover Corp Com |
1.03%
5,188
|
$936,256,000 | 0.02% |
| Norfolk Southn Corp Com |
0.33%
4,245
|
$911,359,000 | 0.02% |
| Copart, Inc. |
46.92%
16,777
|
$908,642,000 | 0.02% |
| Ishares Russell 2000 Growth Etf |
1.42%
3,405
|
$893,797,000 | 0.02% |
| Clearway Energy, Inc. |
2.13%
35,454
|
$875,359,000 | 0.02% |
| Illinois Tool Wks Inc Com |
1.65%
3,632
|
$860,687,000 | 0.02% |
| Alliancebernstein Hldg L P Unit Ltd Partn |
0.79%
25,093
|
$847,892,000 | 0.02% |
| Advanced Micro Devices Inc. |
27.23%
5,187
|
$841,412,000 | 0.02% |
| Invesco Russell 1000 Dynamic Multifactor Etf |
16.46%
15,524
|
$814,878,000 | 0.02% |
| Novo-nordisk A S Adr |
6.62%
5,688
|
$811,905,000 | 0.02% |
| Automatic Data Processing Inc. |
0.92%
3,400
|
$811,473,000 | 0.02% |
| Ishares Core S&p U.s. Growth Etf |
5.15%
6,354
|
$810,008,000 | 0.02% |
| Ishares Msci Emerging Markets Etf |
3.37%
18,992
|
$808,853,000 | 0.02% |
| SPDR S&P MIDCAP 400 ETF Trust |
5.23%
1,486
|
$795,129,000 | 0.02% |
| Workday Inc Cl A |
0.78%
3,430
|
$766,811,000 | 0.02% |
| Vanguard Ftse Emerging Markets Etf |
8.64%
17,427
|
$762,606,000 | 0.02% |
| Spdr Ice Preferred Securities Etf |
63.53%
22,404
|
$760,168,000 | 0.02% |
| Gilead Sciences, Inc. |
31.36%
11,060
|
$758,854,000 | 0.02% |
| iShares Core 1-5 Year USD Bond ETF |
5.86%
15,950
|
$755,732,000 | 0.02% |
| Nuveen Esg U.s. Aggregate Bond Etf |
Opened
34,000
|
$741,880,000 | 0.02% |
| Chefs Whse Inc Com |
19.21%
18,930
|
$740,352,000 | 0.02% |
| Conocophillips Com |
5.24%
6,315
|
$722,330,000 | 0.01% |
| Consumer Staples Select Sector Spdr Fund |
0.98%
9,314
|
$713,281,000 | 0.01% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
No change
6,656
|
$712,991,000 | 0.01% |
| iShares Select Dividend ETF |
4.09%
5,863
|
$709,306,000 | 0.01% |
| 3M Co. |
9.89%
6,885
|
$703,578,000 | 0.01% |
| Carlisle Cos Inc Com |
0.29%
1,708
|
$692,099,000 | 0.01% |
| Fidelity Msci Real Estate Index Etf |
17.22%
25,702
|
$651,283,000 | 0.01% |
| Linde Plc Shs |
33.21%
1,468
|
$644,173,000 | 0.01% |
| Asml Holding N V N Y Registry Shs |
15.04%
612
|
$625,911,000 | 0.01% |
| American Wtr Wks Co Inc New Com |
6.97%
4,803
|
$620,355,000 | 0.01% |
| American Elec Pwr Co Inc Com |
11.61%
6,979
|
$612,374,000 | 0.01% |
| Hexcel Corp New Com |
No change
9,750
|
$608,888,000 | 0.01% |
| Mastec Inc. |
0.09%
5,633
|
$602,675,000 | 0.01% |
| Vanguard Intermediate-term Treasury Etf |
16.49%
10,206
|
$594,295,000 | 0.01% |
| Texas Roadhouse Inc |
0.03%
3,459
|
$593,945,000 | 0.01% |
| Citigroup Inc Com New |
38.20%
9,337
|
$592,503,000 | 0.01% |
| Uber Technologies Inc |
35.80%
8,038
|
$584,202,000 | 0.01% |
| Boeing Co Com |
4.50%
3,135
|
$570,586,000 | 0.01% |
| iShares 7-10 Year Treasury Bond ETF |
2.24%
6,079
|
$569,298,000 | 0.01% |
| Blackrock Inc. |
13.70%
722
|
$568,445,000 | 0.01% |
| Invesco Water Resources ETF |
0.69%
8,599
|
$558,155,000 | 0.01% |
| Oreilly Automotive Inc Com |
0.58%
515
|
$543,987,000 | 0.01% |
| Oneok Inc New Com |
19.82%
6,584
|
$536,925,000 | 0.01% |
| Ishares S&p Mid-cap 400 Value Etf |
25.18%
4,693
|
$532,485,000 | 0.01% |
| Vanguard Small Cap Value Etf |
10.07%
2,902
|
$529,718,000 | 0.01% |
| Steel Dynamics Inc. |
0.57%
4,074
|
$527,583,000 | 0.01% |
| Duke Energy Corp New Com New |
8.06%
5,244
|
$525,601,000 | 0.01% |
| Medtronic Plc Shs |
8.99%
6,564
|
$516,631,000 | 0.01% |
| Hasbro, Inc. |
3.79%
8,779
|
$513,572,000 | 0.01% |
| Enterprise Prods Partners L P Com |
No change
17,699
|
$512,917,000 | 0.01% |
| Virtu Finl Inc Cl A |
No change
22,539
|
$506,001,000 | 0.01% |
| Crowdstrike Holdings Inc |
8.59%
1,288
|
$493,503,000 | 0.01% |
| Dimensional U.s. Core Equity 2 Etf |
14.27%
15,273
|
$492,402,000 | 0.01% |
| KKR & Co. Inc |
2.06%
4,658
|
$490,173,000 | 0.01% |
| Vanguard Financials Etf |
11.76%
4,905
|
$489,911,000 | 0.01% |
| Cambridge Bancorp Com |
No change
7,001
|
$483,096,000 | 0.01% |
| Cummins Inc. |
0.41%
1,710
|
$473,489,000 | 0.01% |
| Progressive Corp Com |
4.31%
2,274
|
$472,334,000 | 0.01% |
| Astrazeneca Plc Sponsored Adr |
8.70%
5,959
|
$464,742,000 | 0.01% |
| M & T Bk Corp Com |
0.98%
3,046
|
$460,995,000 | 0.01% |
| Ball Corp Com |
0.58%
7,618
|
$457,232,000 | 0.01% |
| Deckers Outdoor Corp Com |
21.65%
472
|
$456,872,000 | 0.01% |
| The Cigna Group Com |
0.37%
1,364
|
$450,911,000 | 0.01% |
| Ge Vernova Inc Com |
Opened
2,614
|
$448,327,000 | 0.01% |
| Spdr Dow Jones Industrial Average Etf Trust |
3.81%
1,145
|
$447,844,000 | 0.01% |
| Ansys Inc. |
1.14%
1,392
|
$447,528,000 | 0.01% |
| Consolidated Edison, Inc. |
5.75%
4,969
|
$444,371,000 | 0.01% |
| Waste Mgmt Inc Del Com |
11.62%
2,077
|
$443,107,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
1.15%
2,544
|
$442,181,000 | 0.01% |
| Chubb Limited Com |
7.19%
1,714
|
$437,210,000 | 0.01% |
| Ishares Russell 1000 Value Etf |
7.95%
2,490
|
$434,430,000 | 0.01% |
| Ishares Msci Kld 400 Social Etf |
No change
4,156
|
$431,579,000 | 0.01% |
| Sunrun Inc |
8.75%
36,227
|
$429,652,000 | 0.01% |
| Verizon Communications Inc |
21.35%
10,368
|
$427,589,000 | 0.01% |
| Regeneron Pharmaceuticals Com |
5.24%
402
|
$422,514,000 | 0.01% |
| Invesco S&p 500 Equal Weight Etf |
Opened
2,561
|
$420,721,000 | 0.01% |
| Paycom Software Inc |
4.80%
2,923
|
$418,106,000 | 0.01% |
| Cgi Inc Cl A Sub Vtg |
No change
4,125
|
$411,716,000 | 0.01% |
| Spdr Bloomberg High Yield Bond Etf |
No change
4,363
|
$411,300,000 | 0.01% |
| Ishares Esg Aware Msci Eafe Etf |
Opened
5,210
|
$410,444,000 | 0.01% |
| Shell Plc Spon Ads |
1.97%
5,617
|
$405,463,000 | 0.01% |
| Markel Group Inc |
0.78%
256
|
$403,369,000 | 0.01% |
| Resmed Inc. |
Closed
2,026
|
$401,209,000 | |
| On Semiconductor Corp Com |
25.90%
5,851
|
$401,086,000 | 0.01% |
| Lululemon Athletica inc. |
3.05%
1,334
|
$398,466,000 | 0.01% |
| Autozone Inc. |
0.74%
134
|
$397,189,000 | 0.01% |
| Nucor Corp Com |
3.74%
2,496
|
$394,568,000 | 0.01% |
| Capital One Finl Corp Com |
1.08%
2,819
|
$390,318,000 | 0.01% |
| Dell Technologies Inc |
Opened
2,820
|
$388,847,000 | 0.01% |
| Hologic, Inc. |
0.27%
5,194
|
$385,655,000 | 0.01% |
| Universal Health Rlty Income T Sh Ben Int |
No change
9,650
|
$377,701,000 | 0.01% |
| Arista Networks Inc |
7.27%
1,077
|
$377,467,000 | 0.01% |
| Spdr Portfolio Short Term Corporate Bond Etf |
2.72%
12,500
|
$371,250,000 | 0.01% |
| Canadian Natl Ry Co Com |
19.28%
3,140
|
$370,929,000 | 0.01% |
| Brookfield Infrastructure Corp Com Sb Vtg Shs A |
10.20%
11,004
|
$370,384,000 | 0.01% |
| United Parcel Service, Inc. |
Closed
2,474
|
$367,757,000 | |
| Wp Carey Inc Com |
1.85%
6,623
|
$364,596,000 | 0.01% |
| Vanguard Health Care Etf |
2.53%
1,347
|
$358,302,000 | 0.01% |
| L3Harris Technologies Inc |
50.06%
1,586
|
$356,184,000 | 0.01% |
| Vanguard High Dividend Yield Index Etf |
16.18%
3,002
|
$356,086,000 | 0.01% |
| Tenet Healthcare Corp Com New |
0.30%
2,662
|
$354,126,000 | 0.01% |
| Dominion Energy Inc |
7.77%
7,216
|
$353,584,000 | 0.01% |
| Veeva Sys Inc Cl A Com |
Opened
1,928
|
$352,843,000 | 0.01% |
| Sempra Com |
2.46%
4,625
|
$351,793,000 | 0.01% |
| Hershey Co Com |
1.92%
1,911
|
$351,299,000 | 0.01% |
| Ishares Europe Etf |
No change
6,380
|
$349,369,000 | 0.01% |
| Heico Corp. |
Opened
1,952
|
$346,519,000 | 0.01% |
| Old Dominion Freight Line, Inc. |
Opened
1,892
|
$334,127,000 | 0.01% |
| AT&T Inc. |
23.17%
17,435
|
$333,192,000 | 0.01% |
| Comerica, Inc. |
Closed
6,050
|
$332,690,000 | |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
0.14%
6,480
|
$332,145,000 | 0.01% |
| DuPont de Nemours Inc |
3.31%
4,120
|
$331,619,000 | 0.01% |
| Fastenal Co Com |
42.33%
5,276
|
$331,544,000 | 0.01% |
| Wisdomtree Us Quality Dividend Growth Fund |
0.07%
4,181
|
$326,337,000 | 0.01% |
| Northrop Grumman Corp Com |
0.13%
746
|
$325,262,000 | 0.01% |
| Canadian Imperial Bk Comm Toro Com |
0.21%
6,792
|
$322,892,000 | 0.01% |
| Spdr Portfolio Intermediate Term Corporate Bond Etf |
44.82%
9,855
|
$321,284,000 | 0.01% |
| Autonation Inc. |
No change
2,000
|
$318,760,000 | 0.01% |
| Ishares Gold Trust |
0.94%
7,245
|
$318,273,000 | 0.01% |
| Exact Sciences Corp Com |
Closed
4,501
|
$310,839,000 | |
| H & E Equipment Services Inc Com |
No change
7,000
|
$309,190,000 | 0.01% |
| Vanguard Total Bond Market Etf |
51.06%
4,275
|
$308,014,000 | 0.01% |
| Paccar Inc. |
1.91%
2,974
|
$306,144,000 | 0.01% |
| General Mls Inc Com |
1.81%
4,780
|
$302,383,000 | 0.01% |
| MetLife, Inc. |
1.25%
4,287
|
$300,905,000 | 0.01% |
| Vanguard Consumer Staples Etf |
0.87%
1,475
|
$299,469,000 | 0.01% |
| Vanguard S&p Mid-cap 400 Etf |
3.41%
3,003
|
$297,627,000 | 0.01% |
| Vanguard Energy Etf |
1.62%
2,327
|
$296,907,000 | 0.01% |
| Airbnb, Inc. |
5.79%
1,951
|
$295,773,000 | 0.01% |
| Main Str Cap Corp Com |
Opened
5,847
|
$295,215,000 | 0.01% |
| Casella Waste Sys Inc Cl A |
Opened
2,950
|
$292,699,000 | 0.01% |
| Utilities Select Sector Spdr Fund |
6.05%
4,271
|
$291,026,000 | 0.01% |
| Pg&e Corp Com |
2.40%
16,659
|
$290,866,000 | 0.01% |
| Icon Plc Shs |
Opened
918
|
$287,765,000 | 0.01% |
| Cyberark Software Ltd Shs |
0.10%
1,050
|
$287,091,000 | 0.01% |
| Vert Global Sustainable Real Estate Etf |
6.12%
29,570
|
$285,941,000 | 0.01% |
| Public Svc Enterprise Grp Inc Com |
4.14%
3,853
|
$283,997,000 | 0.01% |
| Ishares S&p Small-cap 600 Value Etf |
No change
2,915
|
$283,542,000 | 0.01% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
No change
3,665
|
$282,718,000 | 0.01% |
| Aon Plc Shs Cl A |
Opened
959
|
$281,543,000 | 0.01% |
| Chipotle Mexican Grill |
5,308.43%
4,489
|
$281,236,000 | 0.01% |
| Grainger W W Inc Com |
0.65%
308
|
$277,890,000 | 0.01% |
| American Intl Group Inc Com New |
3.93%
3,739
|
$277,583,000 | 0.01% |
| Yum Brands Inc. |
Opened
2,043
|
$270,654,000 | 0.01% |
| Brookline Bancorp Inc Del Com |
164.62%
32,149
|
$268,444,000 | 0.01% |
| Us Bancorp Del Com New |
2.43%
6,711
|
$266,421,000 | 0.01% |
| Nuveen Esg High Yield Corporate Bond Etf |
Opened
12,700
|
$265,684,000 | 0.01% |
| Hamilton Beach Brands Hldg Co Com Cl A |
No change
15,400
|
$264,726,000 | 0.01% |
| Waters Corp Com |
1.11%
910
|
$264,009,000 | 0.01% |
| Iron Mtn Inc Del Com |
0.24%
2,938
|
$263,334,000 | 0.01% |
| Cimpress Plc Shs Euro |
No change
2,994
|
$262,304,000 | 0.01% |
| Watsco, Inc. |
Opened
565
|
$261,570,000 | 0.01% |
| Celanese Corp Del Com |
0.31%
1,932
|
$260,607,000 | 0.01% |
| Moodys Corp Com |
Opened
616
|
$259,293,000 | 0.01% |
| Entergy Corp New Com |
2.55%
2,412
|
$258,033,000 | 0.01% |
| Microchip Technology Inc. Com |
41.35%
2,808
|
$256,918,000 | 0.01% |
| Pimco Active Bond Exchange-traded Fund |
No change
2,818
|
$256,663,000 | 0.01% |
| Spdr S&p Dividend Etf |
11.10%
2,011
|
$255,821,000 | 0.01% |
| Rapid7 Inc |
Closed
5,013
|
$245,838,000 | |
| Air Prods & Chems Inc Com |
Closed
1,012
|
$245,177,000 | |
| Travelers Companies Inc. |
11.92%
1,205
|
$244,927,000 | 0.01% |
| Cms Energy Corp Com |
1.72%
4,087
|
$243,311,000 | 0.01% |
| Corteva Inc |
7.94%
4,466
|
$240,869,000 | 0.00% |
| Cencora Inc. |
4.32%
1,063
|
$239,494,000 | 0.00% |
| Aflac Inc. |
Opened
2,656
|
$237,176,000 | 0.00% |
| Schwab U.s. Small-cap Etf |
0.99%
4,998
|
$237,155,000 | 0.00% |
| Vanguard Large-cap Etf |
12.22%
948
|
$236,640,000 | 0.00% |
| Eversource Energy Com |
Closed
3,936
|
$235,278,000 | |
| Ishares Russell 2000 Value Etf |
No change
1,544
|
$235,151,000 | 0.00% |
| Otis Worldwide Corp Com |
2.15%
2,428
|
$233,733,000 | 0.00% |
| Qorvo Inc |
Closed
2,019
|
$231,842,000 | |
| Sap Se Spon Adr |
Opened
1,147
|
$231,361,000 | 0.00% |
| Prologis Inc. Com |
19.60%
2,056
|
$230,909,000 | 0.00% |
| Coinbase Global Inc Com Cl A |
Closed
866
|
$229,710,000 | |
| Raymond James Finl Inc Com |
12.49%
1,857
|
$229,545,000 | 0.00% |
| Tenable Hldgs Inc Com |
No change
5,249
|
$228,751,000 | 0.00% |
| Walgreens Boots Alliance Inc |
9.58%
18,839
|
$227,858,000 | 0.00% |
| Ishares New York Muni Bond Etf |
19.51%
4,244
|
$226,587,000 | 0.00% |
| Align Technology, Inc. |
3.70%
938
|
$226,461,000 | 0.00% |
| Ea Bridgeway Omni Small-cap Value Etf |
No change
11,069
|
$225,501,000 | 0.00% |
| Dow Inc |
7.57%
4,215
|
$223,592,000 | 0.00% |
| Mckesson Corp Com |
Opened
379
|
$221,351,000 | 0.00% |
| Rockwell Automation Inc |
32.04%
804
|
$221,325,000 | 0.00% |
| iShares Short Treasury Bond ETF |
No change
1,997
|
$220,669,000 | 0.00% |
| Ge Healthcare Technologies Inc Common Stock |
Closed
2,418
|
$219,821,000 | |
| T-Mobile US Inc |
Closed
1,343
|
$219,204,000 | |
| Laboratory Corp Amer Hldgs Com New |
Closed
999
|
$218,242,000 | |
| Cracker Barrel Old Ctry Store Com |
Closed
3,000
|
$218,190,000 | |
| Bristol-myers Squibb Co Com |
48.58%
5,245
|
$217,844,000 | 0.00% |
| Ishares 20 Year Treasury Bond Etf |
0.21%
2,371
|
$217,610,000 | 0.00% |
| Umh Pptys Inc Com |
No change
13,596
|
$217,400,000 | 0.00% |
| Micron Technology Inc. |
Opened
1,648
|
$216,763,000 | 0.00% |
| Schwab International Equity Etf |
Closed
5,507
|
$214,883,000 | |
| Global X U.s. Infrastructure Development Etf |
24.95%
5,783
|
$214,089,000 | 0.00% |
| Nasdaq Inc |
28.91%
3,521
|
$212,175,000 | 0.00% |
| Ishares Russell Mid-cap Value Etf |
22.37%
1,752
|
$211,536,000 | 0.00% |
| Fortinet Inc |
Closed
3,068
|
$209,575,000 | |
| First Trust NASDAQ Cybersecurity ETF |
1.03%
3,713
|
$209,487,000 | 0.00% |
| Valero Energy Corp Com |
13.26%
1,335
|
$209,198,000 | 0.00% |
| First Trust Value Line Dividend Index Fund |
Opened
5,066
|
$206,421,000 | 0.00% |
| Monolithic Pwr Sys Inc Com |
Opened
251
|
$206,242,000 | 0.00% |
| Becton Dickinson & Co Com |
Closed
831
|
$205,631,000 | |
| Flexshares Quality Dividend Index Fund |
No change
3,080
|
$204,851,000 | 0.00% |
| Ishares Russell Midcap Etf |
Closed
2,425
|
$203,918,000 | |
| Graco Inc. |
Opened
2,567
|
$203,512,000 | 0.00% |
| Paypal Hldgs Inc Com |
3.84%
3,489
|
$202,489,000 | 0.00% |
| Ishares Semiconductor Etf |
Opened
821
|
$202,424,000 | 0.00% |
| Acushnet Hldgs Corp Com |
Opened
3,153
|
$200,152,000 | 0.00% |
| Toronto Dominion Bk Ont Com New |
No change
3,640
|
$200,054,000 | 0.00% |
| Schlumberger Ltd Com Stk |
3.92%
4,240
|
$200,043,000 | 0.00% |
| Aspen Aerogels Inc. |
Closed
10,052
|
$176,915,000 | |
| Zoominfo Technologies Inc Common Stock |
4.07%
11,366
|
$145,144,000 | 0.00% |
| Daktari |
No change
40,989
|
$40,989,000 | 0.00% |
| Akoustis Technologies Inc |
Closed
67,537
|
$39,921,000 | |
| Chromadex Corp Com New |
45.12%
12,045
|
$32,883,000 | 0.00% |
| Agenus Inc Com New |
Closed
32,928
|
$19,098,000 | |
| Ginkgo Bioworks Holdings Inc Cl A Shs |
No change
36,978
|
$12,362,000 | 0.00% |
| Verde Clean Fuels Inc Wt Exp 021528 |
No change
62,222
|
$11,200,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 446 holdings | |||
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