|
Entity | Shares/Amount Change | Position Value Change |
FBND |
+290,986 | +$13,397 | FBCG |
+102,249 | +$3,406 | FI |
+12,991 | +$1,726 | CAVA |
+30,000 | +$1,289 | SUB |
+11,976 | +$1,263 | CATC |
+12,258 | +$851 | DHI |
+4,174 | +$634 | CTAS |
+1,050 | +$633 | LIN |
+1,380 | +$567 | KR |
+11,006 | +$503 |
Entity | Shares/Amount Change | Position Value Change |
NXGN |
-296,652 | -$7,040 | PBW |
-100,432 | -$3,157 | RPD |
-54,478 | -$2,494 | FISV |
-11,927 | -$1,347 | ATVI |
-11,967 | -$1,120 | FHTX |
-107,770 | -$539 | IXUS |
-5,725 | -$343 | CNI |
-3,057 | -$331 | PKI |
-2,605 | -$288 | IFF |
-3,939 | -$268 |
Entity | Shares/Amount Change | Position Value Change |
IEF |
+417,989 | +$40,819 | COWZ |
+260,894 | +$14,754 | JGRO |
+142,904 | +$9,346 | JAVA |
+109,907 | +$6,307 | XLF |
+99,060 | +$3,990 | XCEM |
+76,202 | +$2,336 | LQD |
+48,930 | +$7,113 | MINT |
+47,591 | +$4,630 | GOOG |
+40,339 | +$7,191 | IWB |
+36,663 | +$12,236 |
Entity | Shares/Amount Change | Position Value Change |
SHY |
-154,033 | -$11,628 | MUB |
-75,002 | -$7,186 | USMV |
-67,606 | +$265 | NEE |
-63,874 | -$2,961 | PFE |
-49,968 | -$3,209 | VWO |
-41,117 | -$1,170 | T |
-38,942 | -$362 | DON |
-37,532 | -$684 | DVY |
-34,791 | -$359 |
Size ($ in 1000's)
At 12/31/2023: $3,077,483 At 09/30/2023: $2,687,624
Wade G W & Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wade G W & Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Wade G W & Inc. to be as follows, presented in the
table below with each row detailing each Wade G W & Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Wade G W & Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Wade G W & Inc. as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IWF) |
489,799 |
+20,997 |
$148,492 | IWF | 489,799 | +20,997 | $148,492 | APPLE INC |
736,292 |
+7,972 |
$141,758 | AAPL | 736,292 | +7,972 | $141,758 | WISDOMTREE TR |
2,094,288 |
+10,350 |
$139,019 | DLN | 2,094,288 | +10,350 | $139,019 | MICROSOFT CORP |
299,253 |
+17,553 |
$112,531 | MSFT | 299,253 | +17,553 | $112,531 | ISHARES TR (IVV) |
219,243 |
+19,429 |
$104,717 | IVV | 219,243 | +19,429 | $104,717 | INVESCO QQQ TR |
176,036 |
+8,588 |
$72,090 | QQQ | 176,036 | +8,588 | $72,090 | ISHARES TR (USMV) |
913,087 |
-67,606 |
$71,248 | USMV | 913,087 | -67,606 | $71,248 | ISHARES TR (SHY) |
789,213 |
-154,033 |
$64,747 | SHY | 789,213 | -154,033 | $64,747 | EXXON MOBIL CORP |
529,675 |
-1,334 |
$52,957 | XOM | 529,675 | -1,334 | $52,957 | ISHARES TR (IEF) |
528,072 |
+417,989 |
$50,901 | IEF | 528,072 | +417,989 | $50,901 | SPDR S&P 500 ETF TR (SPY) |
105,411 |
-1,821 |
$50,103 | SPY | 105,411 | -1,821 | $50,103 | ISHARES TR (IJR) |
432,688 |
+27,417 |
$46,838 | IJR | 432,688 | +27,417 | $46,838 | BROADCOM INC |
41,757 |
+9,483 |
$46,611 | AVGO | 41,757 | +9,483 | $46,611 | ISHARES TR (IWD) |
280,929 |
-8,040 |
$46,423 | IWD | 280,929 | -8,040 | $46,423 | PROCTER AND GAMBLE CO |
307,306 |
+10,113 |
$45,033 | PG | 307,306 | +10,113 | $45,033 | ISHARES TR (IJH) |
161,872 |
-2,923 |
$44,863 | IJH | 161,872 | -2,923 | $44,863 | VANGUARD TAX MANAGED FDS (VEA) |
888,639 |
+11,685 |
$42,566 | VEA | 888,639 | +11,685 | $42,566 | ISHARES TR (DVY) |
353,502 |
-34,791 |
$41,437 | DVY | 353,502 | -34,791 | $41,437 | AMAZON COM INC |
255,609 |
+4,155 |
$38,837 | AMZN | 255,609 | +4,155 | $38,837 | PIMCO ETF TR (MINT) |
388,423 |
+47,591 |
$38,761 | MINT | 388,423 | +47,591 | $38,761 | PACER FDS TR |
725,784 |
+260,894 |
$37,734 | COWZ | 725,784 | +260,894 | $37,734 | JPMORGAN CHASE & CO |
218,234 |
+5,055 |
$37,122 | JPM | 218,234 | +5,055 | $37,122 | ISHARES TR (IWP) |
337,729 |
+10,599 |
$35,279 | IWP | 337,729 | +10,599 | $35,279 | ISHARES TR (IWB) |
132,474 |
+36,663 |
$34,743 | IWB | 132,474 | +36,663 | $34,743 | JOHNSON & JOHNSON |
217,026 |
+1,332 |
$34,017 | JNJ | 217,026 | +1,332 | $34,017 | ISHARES TR (IVW) |
424,013 |
+10,400 |
$31,843 | IVW | 424,013 | +10,400 | $31,843 | VANGUARD BD INDEX FDS (BND) |
395,772 |
+11,355 |
$29,109 | BND | 395,772 | +11,355 | $29,109 | ALPHABET INC |
206,233 |
+40,339 |
$29,064 | GOOG | 206,233 | +40,339 | $29,064 | VANGUARD ADMIRAL FDS INC (VOOG) |
106,435 |
+1,945 |
$28,822 | VOOG | 106,435 | +1,945 | $28,822 | ISHARES TR (LQD) |
245,499 |
+48,930 |
$27,167 | LQD | 245,499 | +48,930 | $27,167 | WASTE MGMT INC DEL |
151,534 |
+607 |
$27,140 | WM | 151,534 | +607 | $27,140 | SELECT SECTOR SPDR TR (XLK) |
134,783 |
+5,838 |
$25,943 | XLK | 134,783 | +5,838 | $25,943 | ISHARES TR (IXC) |
655,167 |
-13,878 |
$25,624 | IXC | 655,167 | -13,878 | $25,624 | HONEYWELL INTL INC |
120,941 |
-244 |
$25,363 | HON | 120,941 | -244 | $25,363 | PEPSICO INC |
146,343 |
+4,379 |
$24,855 | PEP | 146,343 | +4,379 | $24,855 | BERKSHIRE HATHAWAY INC DEL |
|
|
$23,836 | BRK.B | 60,744 | +1,434 | $21,665 | BRK.A | 4 | UNCH | $2,171 | MERCK & CO INC |
218,549 |
+3,182 |
$23,826 | MRK | 218,549 | +3,182 | $23,826 | ISHARES TR (IWN) |
152,390 |
-692 |
$23,671 | IWN | 152,390 | -692 | $23,671 | AMGEN INC |
80,162 |
+1,400 |
$23,088 | AMGN | 80,162 | +1,400 | $23,088 | STARBUCKS CORP |
238,499 |
-9,710 |
$22,898 | SBUX | 238,499 | -9,710 | $22,898 | BLACKROCK INC |
27,651 |
+262 |
$22,447 | BLK | 27,651 | +262 | $22,447 | QUALCOMM INC |
154,816 |
+880 |
$22,391 | QCOM | 154,816 | +880 | $22,391 | COCA COLA CO |
357,338 |
+788 |
$21,058 | KO | 357,338 | +788 | $21,058 | ACCENTURE PLC IRELAND |
58,688 |
-880 |
$20,594 | ACN | 58,688 | -880 | $20,594 | ISHARES TR (IVE) |
115,946 |
+4,364 |
$20,162 | IVE | 115,946 | +4,364 | $20,162 | ROYAL BK CDA |
188,853 |
-1,707 |
$19,099 | RY | 188,853 | -1,707 | $19,099 | GENERAL DYNAMICS CORP |
72,052 |
+1,259 |
$18,710 | GD | 72,052 | +1,259 | $18,710 | CVS HEALTH CORP |
236,351 |
+6,790 |
$18,662 | CVS | 236,351 | +6,790 | $18,662 | EXTRA SPACE STORAGE INC |
115,675 |
+1,969 |
$18,546 | EXR | 115,675 | +1,969 | $18,546 | UNITED PARCEL SERVICE INC |
115,746 |
-955 |
$18,199 | UPS | 115,746 | -955 | $18,199 | CISCO SYS INC |
341,976 |
+10,940 |
$17,277 | CSCO | 341,976 | +10,940 | $17,277 | NVIDIA CORPORATION |
34,694 |
+1,200 |
$17,181 | NVDA | 34,694 | +1,200 | $17,181 | ISHARES TR (HYG) |
219,051 |
-22,340 |
$16,952 | HYG | 219,051 | -22,340 | $16,952 | MANULIFE FINL CORP |
762,727 |
+14,411 |
$16,856 | MFC | 762,727 | +14,411 | $16,856 | COMCAST CORP NEW |
373,875 |
+6,490 |
$16,394 | CMCSA | 373,875 | +6,490 | $16,394 | SOUTHERN CO |
231,291 |
+4,014 |
$16,218 | SO | 231,291 | +4,014 | $16,218 | GOLDMAN SACHS GROUP INC |
39,935 |
-5,521 |
$15,406 | GS | 39,935 | -5,521 | $15,406 | ALPHABET INC |
110,260 |
+19,880 |
$15,402 | GOOGL | 110,260 | +19,880 | $15,402 | SHOPIFY INC |
188,935 |
-30,175 |
$14,718 | SHOP | 188,935 | -30,175 | $14,718 | J P MORGAN EXCHANGE TRADED F (JGRO) |
228,482 |
+142,904 |
$13,958 | JGRO | 228,482 | +142,904 | $13,958 | ISHARES TR (IWO) |
54,894 |
+1,560 |
$13,845 | IWO | 54,894 | +1,560 | $13,845 | FIDELITY MERRIMACK STR TR |
290,986 |
+290,986 |
$13,397 | FBND | 290,986 | +290,986 | $13,397 | ISHARES TR (IWS) |
108,204 |
-7,249 |
$12,583 | IWS | 108,204 | -7,249 | $12,583 | SPDR GOLD TR (GLD) |
64,883 |
-3,877 |
$12,404 | GLD | 64,883 | -3,877 | $12,404 | NEXTERA ENERGY INC |
202,199 |
-63,874 |
$12,282 | NEE | 202,199 | -63,874 | $12,282 | CHEVRON CORP NEW |
82,018 |
+6,089 |
$12,234 | CVX | 82,018 | +6,089 | $12,234 | MORGAN STANLEY |
127,524 |
-9,697 |
$11,892 | MS | 127,524 | -9,697 | $11,892 | BOSTON SCIENTIFIC CORP |
190,501 |
-8,986 |
$11,013 | BSX | 190,501 | -8,986 | $11,013 | HOME DEPOT INC |
31,376 |
+277 |
$10,873 | HD | 31,376 | +277 | $10,873 | KIMBERLY CLARK CORP |
87,649 |
-478 |
$10,650 | KMB | 87,649 | -478 | $10,650 | PHILLIPS 66 |
78,536 |
+2,396 |
$10,456 | PSX | 78,536 | +2,396 | $10,456 | COSTCO WHSL CORP NEW |
15,697 |
+1,039 |
$10,361 | COST | 15,697 | +1,039 | $10,361 | PFIZER INC |
354,188 |
-49,968 |
$10,197 | PFE | 354,188 | -49,968 | $10,197 | VANGUARD INTL EQUITY INDEX F (VWO) |
234,144 |
-41,117 |
$9,623 | VWO | 234,144 | -41,117 | $9,623 | VISA INC |
36,276 |
+1,744 |
$9,445 | V | 36,276 | +1,744 | $9,445 | ISHARES TR (MUB) |
85,886 |
-75,002 |
$9,311 | MUB | 85,886 | -75,002 | $9,311 | INVESCO EXCH TRADED FD TR II (RWJ) |
214,411 |
+771 |
$8,883 | RWJ | 214,411 | +771 | $8,883 | MEDTRONIC PLC |
106,314 |
-29,575 |
$8,758 | MDT | 106,314 | -29,575 | $8,758 | J P MORGAN EXCHANGE TRADED F (JAVA) |
154,518 |
+109,907 |
$8,594 | JAVA | 154,518 | +109,907 | $8,594 | META PLATFORMS INC |
24,119 |
+424 |
$8,537 | META | 24,119 | +424 | $8,537 | ISHARES TR (IJT) |
66,720 |
+4,110 |
$8,349 | IJT | 66,720 | +4,110 | $8,349 | WISDOMTREE TR |
180,297 |
-37,532 |
$8,238 | DON | 180,297 | -37,532 | $8,238 | SPDR DOW JONES INDL AVERAGE (DIA) |
20,813 |
+1,637 |
$7,844 | DIA | 20,813 | +1,637 | $7,844 | EVERSOURCE ENERGY |
127,043 |
-6,010 |
$7,841 | ES | 127,043 | -6,010 | $7,841 | ISHARES TR (TIP) |
70,716 |
-15,717 |
$7,601 | TIP | 70,716 | -15,717 | $7,601 | ISHARES TR (EFA) |
100,554 |
+5,187 |
$7,577 | EFA | 100,554 | +5,187 | $7,577 | ELI LILLY & CO |
12,639 |
-790 |
$7,367 | LLY | 12,639 | -790 | $7,367 | ISHARES TR (PFF) |
220,439 |
+5,784 |
$6,875 | PFF | 220,439 | +5,784 | $6,875 | J P MORGAN EXCHANGE TRADED F (JPEM) |
128,646 |
+1,265 |
$6,727 | JPEM | 128,646 | +1,265 | $6,727 | RTX CORPORATION |
79,525 |
-4,202 |
$6,691 | RTX | 79,525 | -4,202 | $6,691 | ABBVIE INC |
43,099 |
+2,419 |
$6,679 | ABBV | 43,099 | +2,419 | $6,679 | UNITEDHEALTH GROUP INC |
12,664 |
+1,413 |
$6,667 | UNH | 12,664 | +1,413 | $6,667 | SCHWAB STRATEGIC TR |
102,617 |
+7,450 |
$6,356 | FNDX | 102,617 | +7,450 | $6,356 | MCDONALDS CORP |
21,303 |
+1,730 |
$6,317 | MCD | 21,303 | +1,730 | $6,317 | ZOETIS INC |
31,621 |
+283 |
$6,241 | ZTS | 31,621 | +283 | $6,241 | INVESCO EXCHANGE TRADED FD T (RSP) |
39,462 |
+21,789 |
$6,227 | RSP | 39,462 | +21,789 | $6,227 | SPDR SER TR (XAR) |
44,995 |
+36 |
$6,093 | XAR | 44,995 | +36 | $6,093 | SELECT SECTOR SPDR TR (XLF) |
158,901 |
+99,060 |
$5,975 | XLF | 158,901 | +99,060 | $5,975 | MASTERCARD INCORPORATED |
13,475 |
-360 |
$5,747 | MA | 13,475 | -360 | $5,747 | DISNEY WALT CO |
62,582 |
+2,461 |
$5,650 | DIS | 62,582 | +2,461 | $5,650 | ISHARES TR (IEFA) |
79,912 |
+4,868 |
$5,622 | IEFA | 79,912 | +4,868 | $5,622 | BANK AMERICA CORP |
164,413 |
+14,679 |
$5,536 | BAC | 164,413 | +14,679 | $5,536 | J P MORGAN EXCHANGE TRADED F (JPIN) |
101,855 |
-6,251 |
$5,533 | JPIN | 101,855 | -6,251 | $5,533 | SELECT SECTOR SPDR TR (XLV) |
38,219 |
+6,865 |
$5,212 | XLV | 38,219 | +6,865 | $5,212 | ISHARES TR (IJK) |
62,658 |
+691 |
$4,964 | IJK | 62,658 | +691 | $4,964 | ISHARES TR (IJS) |
47,764 |
-483 |
$4,923 | IJS | 47,764 | -483 | $4,923 | BLACKSTONE INC |
37,268 |
+1,786 |
$4,879 | BX | 37,268 | +1,786 | $4,879 | ISHARES TR (EFG) |
48,877 |
+4,739 |
$4,734 | EFG | 48,877 | +4,739 | $4,734 | VANGUARD INDEX FDS (VNQ) |
52,963 |
-8,980 |
$4,680 | VNQ | 52,963 | -8,980 | $4,680 | ISHARES TR (IJJ) |
41,023 |
+1,870 |
$4,678 | IJJ | 41,023 | +1,870 | $4,678 | ABRDN PRECIOUS METALS BASKET |
51,352 |
-1,050 |
$4,674 | GLTR | 51,352 | -1,050 | $4,674 | ISHARES TR (SCZ) |
75,346 |
-1,732 |
$4,664 | SCZ | 75,346 | -1,732 | $4,664 | VANGUARD SPECIALIZED FUNDS (VIG) |
27,271 |
-2,959 |
$4,647 | VIG | 27,271 | -2,959 | $4,647 | VANGUARD INDEX FDS (VTI) |
19,345 |
-301 |
$4,589 | VTI | 19,345 | -301 | $4,589 | WALMART INC |
29,041 |
+1,095 |
$4,578 | WMT | 29,041 | +1,095 | $4,578 | INTERNATIONAL BUSINESS MACHS |
27,611 |
+3,692 |
$4,516 | IBM | 27,611 | +3,692 | $4,516 | TOAST INC |
226,847 |
-5,107 |
$4,142 | TOST | 226,847 | -5,107 | $4,142 | AUTOMATIC DATA PROCESSING IN |
17,471 |
+122 |
$4,070 | ADP | 17,471 | +122 | $4,070 | INVESCO EXCHANGE TRADED FD T (PRFZ) |
106,530 |
UNCH |
$3,994 | PRFZ | 106,530 | UNCH | $3,994 | ORACLE CORP |
37,584 |
+5,164 |
$3,963 | ORCL | 37,584 | +5,164 | $3,963 | LOWES COS INC |
17,358 |
+2,594 |
$3,863 | LOW | 17,358 | +2,594 | $3,863 | TESLA INC |
15,138 |
+4,232 |
$3,761 | TSLA | 15,138 | +4,232 | $3,761 | BERKLEY W R CORP |
52,878 |
+961 |
$3,740 | WRB | 52,878 | +961 | $3,740 | SCHWAB STRATEGIC TR |
65,910 |
+7,401 |
$3,717 | SCHX | 65,910 | +7,401 | $3,717 | VERIZON COMMUNICATIONS INC |
96,618 |
-2,213 |
$3,642 | VZ | 96,618 | -2,213 | $3,642 | VERVE THERAPEUTICS INC |
259,626 |
UNCH |
$3,619 | VERV | 259,626 | UNCH | $3,619 | NIKE INC |
32,853 |
-2,205 |
$3,567 | NKE | 32,853 | -2,205 | $3,567 | UNION PAC CORP |
14,130 |
+2,391 |
$3,471 | UNP | 14,130 | +2,391 | $3,471 | ISHARES TR (ESGU) |
33,067 |
-1,741 |
$3,469 | ESGU | 33,067 | -1,741 | $3,469 | FIDELITY COVINGTON TRUST |
102,249 |
+102,249 |
$3,406 | FBCG | 102,249 | +102,249 | $3,406 | ISHARES TR (SOXX) |
5,805 |
+278 |
$3,345 | SOXX | 5,805 | +278 | $3,345 | ISHARES TR (IWM) |
16,600 |
-621 |
$3,332 | IWM | 16,600 | -621 | $3,332 | ABBOTT LABS |
28,968 |
-506 |
$3,188 | ABT | 28,968 | -506 | $3,188 | ISHARES TR (IDV) |
112,782 |
-30,912 |
$3,157 | IDV | 112,782 | -30,912 | $3,157 | ISHARES TR (EFV) |
60,203 |
-195 |
$3,137 | EFV | 60,203 | -195 | $3,137 | LOCKHEED MARTIN CORP |
6,531 |
-145 |
$2,960 | LMT | 6,531 | -145 | $2,960 | CONSOLIDATED EDISON INC |
32,122 |
-208 |
$2,922 | ED | 32,122 | -208 | $2,922 | SELECT SECTOR SPDR TR (XLC) |
39,223 |
+22,817 |
$2,850 | XLC | 39,223 | +22,817 | $2,850 | SCHWAB STRATEGIC TR |
84,029 |
+5,384 |
$2,834 | FNDF | 84,029 | +5,384 | $2,834 | ILLINOIS TOOL WKS INC |
10,804 |
-228 |
$2,830 | ITW | 10,804 | -228 | $2,830 | FIRST TR EXCHANGE TRADED FD (SKYY) |
32,119 |
+278 |
$2,816 | SKYY | 32,119 | +278 | $2,816 | FEDEX CORP |
10,986 |
-6,297 |
$2,779 | FDX | 10,986 | -6,297 | $2,779 | INTEL CORP |
55,294 |
-2,760 |
$2,779 | INTC | 55,294 | -2,760 | $2,779 | TJX COS INC NEW |
29,347 |
+5,864 |
$2,753 | TJX | 29,347 | +5,864 | $2,753 | T ROWE PRICE ETF INC (TDVG) |
77,796 |
+30,892 |
$2,744 | TDVG | 77,796 | +30,892 | $2,744 | ISHARES TR (IWV) |
9,738 |
+10 |
$2,666 | IWV | 9,738 | +10 | $2,666 | MCKESSON CORP |
5,704 |
+733 |
$2,641 | MCK | 5,704 | +733 | $2,641 | COLUMBIA ETF TR II (XCEM) |
86,424 |
+76,202 |
$2,616 | XCEM | 86,424 | +76,202 | $2,616 | CATERPILLAR INC |
8,782 |
+2,637 |
$2,597 | CAT | 8,782 | +2,637 | $2,597 | ISHARES TR (AOR) |
48,562 |
-4,726 |
$2,583 | AOR | 48,562 | -4,726 | $2,583 | APPLOVIN CORP |
64,799 |
UNCH |
$2,582 | APP | 64,799 | UNCH | $2,582 | INVESCO EXCHANGE TRADED FD T (PRF) |
73,305 |
+6,035 |
$2,580 | PRF | 73,305 | +6,035 | $2,580 | BOOKING HOLDINGS INC |
716 |
-95 |
$2,540 | BKNG | 716 | -95 | $2,540 | COLGATE PALMOLIVE CO |
31,333 |
-1,464 |
$2,498 | CL | 31,333 | -1,464 | $2,498 | KEURIG DR PEPPER INC |
72,876 |
+28,583 |
$2,428 | KDP | 72,876 | +28,583 | $2,428 | AMERICAN TOWER CORP NEW |
11,155 |
+186 |
$2,408 | AMT | 11,155 | +186 | $2,408 | VANGUARD INDEX FDS (VOO) |
5,463 |
-18 |
$2,386 | VOO | 5,463 | -18 | $2,386 | SHERWIN WILLIAMS CO |
7,602 |
-33 |
$2,371 | SHW | 7,602 | -33 | $2,371 | SPDR SER TR (SDY) |
18,876 |
-686 |
$2,359 | SDY | 18,876 | -686 | $2,359 | ISHARES TR (EEM) |
58,393 |
-1,256 |
$2,348 | EEM | 58,393 | -1,256 | $2,348 | BOEING CO |
8,969 |
-197 |
$2,338 | BA | 8,969 | -197 | $2,338 | ISHARES TR (IYM) |
16,230 |
-337 |
$2,242 | IYM | 16,230 | -337 | $2,242 | ADOBE INC |
3,712 |
+18 |
$2,215 | ADBE | 3,712 | +18 | $2,215 | ISHARES INC (IEMG) |
43,238 |
+1,651 |
$2,187 | IEMG | 43,238 | +1,651 | $2,187 | ISHARES TR (IWR) |
27,930 |
+1,119 |
$2,171 | IWR | 27,930 | +1,119 | $2,171 | BP PLC |
61,125 |
-1,041 |
$2,164 | BP | 61,125 | -1,041 | $2,164 | NETFLIX INC |
4,386 |
-455 |
$2,135 | NFLX | 4,386 | -455 | $2,135 | SCHWAB STRATEGIC TR |
45,021 |
+5,819 |
$2,127 | SCHA | 45,021 | +5,819 | $2,127 | AT&T INC |
126,738 |
-38,942 |
$2,127 | T | 126,738 | -38,942 | $2,127 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,180 |
+1 |
$2,121 | MDY | 4,180 | +1 | $2,121 | ISHARES TR (IBB) |
15,515 |
-640 |
$2,108 | IBB | 15,515 | -640 | $2,108 | THERMO FISHER SCIENTIFIC INC |
3,949 |
-51 |
$2,096 | TMO | 3,949 | -51 | $2,096 | NOVARTIS AG |
20,428 |
-4 |
$2,063 | NVS | 20,428 | -4 | $2,063 | REGENERON PHARMACEUTICALS |
2,229 |
-107 |
$1,958 | REGN | 2,229 | -107 | $1,958 | STRYKER CORPORATION |
6,421 |
-217 |
$1,923 | SYK | 6,421 | -217 | $1,923 | ISHARES TR (DSI) |
21,063 |
+802 |
$1,918 | DSI | 21,063 | +802 | $1,918 | ISHARES GOLD TR (IAU) |
48,677 |
+6,779 |
$1,900 | IAU | 48,677 | +6,779 | $1,900 | CHIPOTLE MEXICAN GRILL INC |
805 |
+6 |
$1,841 | CMG | 805 | +6 | $1,841 | SELECT SECTOR SPDR TR (XLU) |
28,776 |
+17,569 |
$1,822 | XLU | 28,776 | +17,569 | $1,822 | HINGHAM INSTN SVGS MASS |
9,364 |
+536 |
$1,820 | HIFS | 9,364 | +536 | $1,820 | UNILEVER PLC |
37,166 |
-694 |
$1,802 | UL | 37,166 | -694 | $1,802 | GLOBAL X FDS |
50,319 |
+1,279 |
$1,734 | PAVE | 50,319 | +1,279 | $1,734 | FISERV INC |
12,991 |
+12,991 |
$1,726 | FI | 12,991 | +12,991 | $1,726 | EXCHANGE TRADED CONCEPTS TR (ROBO) |
29,236 |
-1,195 |
$1,675 | ROBO | 29,236 | -1,195 | $1,675 | WISDOMTREE TR |
25,343 |
+86 |
$1,657 | DTD | 25,343 | +86 | $1,657 | BRISTOL MYERS SQUIBB CO |
31,409 |
-1,357 |
$1,612 | BMY | 31,409 | -1,357 | $1,612 | DUKE ENERGY CORP NEW |
16,103 |
-603 |
$1,563 | DUK | 16,103 | -603 | $1,563 | EMERSON ELEC CO |
15,750 |
-255 |
$1,533 | EMR | 15,750 | -255 | $1,533 | INTUIT |
2,374 |
+1,144 |
$1,484 | INTU | 2,374 | +1,144 | $1,484 | SCHWAB STRATEGIC TR |
53,926 |
+3,474 |
$1,464 | FNDE | 53,926 | +3,474 | $1,464 | SPDR SER TR (CWB) |
19,790 |
+2,870 |
$1,428 | CWB | 19,790 | +2,870 | $1,428 | ISHARES TR (AOM) |
34,121 |
+1,942 |
$1,416 | AOM | 34,121 | +1,942 | $1,416 | KENVUE INC |
65,266 |
+2,078 |
$1,405 | KVUE | 65,266 | +2,078 | $1,405 | BROOKFIELD CORP |
34,977 |
-3,107 |
$1,403 | BN | 34,977 | -3,107 | $1,403 | SALESFORCE INC |
5,272 |
-459 |
$1,387 | CRM | 5,272 | -459 | $1,387 | VANGUARD INDEX FDS (VB) |
6,351 |
+990 |
$1,355 | VB | 6,351 | +990 | $1,355 | VALERO ENERGY CORP |
10,342 |
-420 |
$1,344 | VLO | 10,342 | -420 | $1,344 | EDWARDS LIFESCIENCES CORP |
17,544 |
-10 |
$1,338 | EW | 17,544 | -10 | $1,338 | 3M CO |
11,997 |
-7,850 |
$1,311 | MMM | 11,997 | -7,850 | $1,311 | VANGUARD WORLD FDS (VGT) |
2,698 |
-84 |
$1,306 | VGT | 2,698 | -84 | $1,306 | CORNING INC |
42,450 |
+229 |
$1,293 | GLW | 42,450 | +229 | $1,293 | CAVA GROUP INC |
30,000 |
+30,000 |
$1,289 | CAVA | 30,000 | +30,000 | $1,289 | LAM RESEARCH CORP |
1,624 |
+915 |
$1,272 | LRCX | 1,624 | +915 | $1,272 | MARKEL GROUP INC |
890 |
+37 |
$1,264 | MKL | 890 | +37 | $1,264 | ISHARES TR (SUB) |
11,976 |
+11,976 |
$1,263 | SUB | 11,976 | +11,976 | $1,263 | ISHARES TR (SUSB) |
50,330 |
+11,704 |
$1,232 | SUSB | 50,330 | +11,704 | $1,232 | REALTY INCOME CORP |
21,289 |
+3,396 |
$1,222 | O | 21,289 | +3,396 | $1,222 | CENTENE CORP DEL |
16,371 |
UNCH |
$1,215 | CNC | 16,371 | UNCH | $1,215 | ISHARES TR (ESGD) |
15,455 |
+584 |
$1,167 | ESGD | 15,455 | +584 | $1,167 | AMERIPRISE FINL INC |
3,049 |
+1,568 |
$1,158 | AMP | 3,049 | +1,568 | $1,158 | ISHARES TR (EFAV) |
16,562 |
+5,212 |
$1,148 | EFAV | 16,562 | +5,212 | $1,148 | ISHARES TR (ESML) |
29,159 |
+229 |
$1,108 | ESML | 29,159 | +229 | $1,108 | FIRST TR EXCHANGE TRADED FD (FIW) |
11,594 |
+475 |
$1,099 | FIW | 11,594 | +475 | $1,099 | SCHWAB STRATEGIC TR |
29,436 |
+6,759 |
$1,088 | SCHF | 29,436 | +6,759 | $1,088 | TEXAS PACIFIC LAND CORPORATI |
690 |
-125 |
$1,085 | TPL | 690 | -125 | $1,085 | GENERAL ELECTRIC CO |
8,490 |
-488 |
$1,084 | GE | 8,490 | -488 | $1,084 | STATE STR CORP |
13,957 |
-4 |
$1,081 | STT | 13,957 | -4 | $1,081 | SYSCO CORP |
14,730 |
+9 |
$1,077 | SYY | 14,730 | +9 | $1,077 | SPDR SER TR (SPYG) |
16,341 |
+3,400 |
$1,063 | SPYG | 16,341 | +3,400 | $1,063 | GRID DYNAMICS HLDGS INC |
77,958 |
UNCH |
$1,039 | GDYN | 77,958 | UNCH | $1,039 | S&P GLOBAL INC |
2,311 |
+18 |
$1,018 | SPGI | 2,311 | +18 | $1,018 | AXON ENTERPRISE INC |
3,920 |
UNCH |
$1,013 | AXON | 3,920 | UNCH | $1,013 | KLA CORP |
1,724 |
UNCH |
$1,002 | KLAC | 1,724 | UNCH | $1,002 | ISHARES TR (TLT) |
10,126 |
+33 |
$1,001 | TLT | 10,126 | +33 | $1,001 | DEERE & CO |
2,452 |
UNCH |
$980 | DE | 2,452 | UNCH | $980 | GENERAL MLS INC |
14,856 |
+5 |
$968 | GIS | 14,856 | +5 | $968 | GILEAD SCIENCES INC |
11,903 |
+13 |
$964 | GILD | 11,903 | +13 | $964 | CHUBB LIMITED |
4,184 |
+12 |
$946 | CB | 4,184 | +12 | $946 | AMERICAN EXPRESS CO |
5,007 |
-1,649 |
$938 | AXP | 5,007 | -1,649 | $938 | IDEXX LABS INC |
1,670 |
-1 |
$927 | IDXX | 1,670 | -1 | $927 | ANALOG DEVICES INC |
4,662 |
-1,524 |
$926 | ADI | 4,662 | -1,524 | $926 | MILLERKNOLL INC |
34,665 |
-2,423 |
$925 | MLKN | 34,665 | -2,423 | $925 | U HAUL HOLDING COMPANY |
|
|
$925 | UHAL.B | 13,128 | +1,327 | $925 | NOVO NORDISK A S |
8,845 |
+4,043 |
$915 | NVO | 8,845 | +4,043 | $915 | ISHARES TR (IXN) |
13,182 |
UNCH |
$899 | IXN | 13,182 | UNCH | $899 | VANGUARD WHITEHALL FDS (VYM) |
8,045 |
-2,328 |
$898 | VYM | 8,045 | -2,328 | $898 | ISHARES TR (ITA) |
6,903 |
-277 |
$874 | ITA | 6,903 | -277 | $874 | MARRIOTT INTL INC NEW |
3,858 |
+1,818 |
$870 | MAR | 3,858 | +1,818 | $870 | FIRST TR EXCHANGE TRADED FD (FBT) |
5,475 |
-145 |
$865 | FBT | 5,475 | -145 | $865 | CONOCOPHILLIPS |
7,363 |
+3,739 |
$855 | COP | 7,363 | +3,739 | $855 | CAMBRIDGE BANCORP |
12,258 |
+12,258 |
$851 | CATC | 12,258 | +12,258 | $851 | UNITED RENTALS INC |
1,483 |
+832 |
$851 | URI | 1,483 | +832 | $851 | VANGUARD WORLD FD (MGV) |
7,669 |
+10 |
$839 | MGV | 7,669 | +10 | $839 | ISHARES TR (IYY) |
7,186 |
UNCH |
$837 | IYY | 7,186 | UNCH | $837 | MONDELEZ INTL INC |
11,514 |
-946 |
$834 | MDLZ | 11,514 | -946 | $834 | INVESCO EXCH TRADED FD TR II (PDN) |
25,546 |
UNCH |
$830 | PDN | 25,546 | UNCH | $830 | ALPS ETF TR (AMLP) |
19,215 |
+85 |
$817 | AMLP | 19,215 | +85 | $817 | GLOBAL PARTNERS LP |
19,284 |
+1,241 |
$816 | GLP | 19,284 | +1,241 | $816 | LAUDER ESTEE COS INC |
5,568 |
-3,274 |
$814 | EL | 5,568 | -3,274 | $814 | VALVOLINE INC |
21,519 |
+1,592 |
$809 | VVV | 21,519 | +1,592 | $809 | INVESCO EXCH TRADED FD TR II (CGW) |
15,239 |
-700 |
$808 | CGW | 15,239 | -700 | $808 | SCHWAB STRATEGIC TR |
10,554 |
-2,192 |
$803 | SCHD | 10,554 | -2,192 | $803 | SHELL PLC |
11,886 |
+174 |
$782 | SHEL | 11,886 | +174 | $782 | HUBSPOT INC |
1,336 |
UNCH |
$776 | HUBS | 1,336 | UNCH | $776 | ISHARES TR (DGRO) |
13,675 |
UNCH |
$736 | DGRO | 13,675 | UNCH | $736 | SMITH & NEPHEW PLC |
26,757 |
+4,409 |
$730 | SNN | 26,757 | +4,409 | $730 | MARSH & MCLENNAN COS INC |
3,825 |
-1,225 |
$725 | MMC | 3,825 | -1,225 | $725 | DARDEN RESTAURANTS INC |
4,371 |
UNCH |
$718 | DRI | 4,371 | UNCH | $718 | NORTHROP GRUMMAN CORP |
1,515 |
+230 |
$709 | NOC | 1,515 | +230 | $709 | VANGUARD WORLD FDS (VHT) |
2,786 |
-2,185 |
$699 | VHT | 2,786 | -2,185 | $699 | CANADIAN PACIFIC KANSAS CITY |
8,749 |
+5 |
$692 | CP | 8,749 | +5 | $692 | HEICO CORP NEW |
3,671 |
UNCH |
$657 | HEI | 3,671 | UNCH | $657 | HONEST CO INC |
197,290 |
+11,685 |
$651 | HNST | 197,290 | +11,685 | $651 | EATON CORP PLC |
2,698 |
-101 |
$650 | ETN | 2,698 | -101 | $650 | ISHARES TR (ITOT) |
6,055 |
+111 |
$637 | ITOT | 6,055 | +111 | $637 | D R HORTON INC |
4,174 |
+4,174 |
$634 | DHI | 4,174 | +4,174 | $634 | CINTAS CORP |
1,050 |
+1,050 |
$633 | CTAS | 1,050 | +1,050 | $633 | SELECT SECTOR SPDR TR (XLE) |
7,519 |
+117 |
$630 | XLE | 7,519 | +117 | $630 | ISHARES TR (EAGG) |
13,130 |
+2,223 |
$627 | EAGG | 13,130 | +2,223 | $627 | ISHARES TR (IGSB) |
12,112 |
-1,000 |
$621 | IGSB | 12,112 | -1,000 | $621 | SCHWAB STRATEGIC TR |
11,092 |
+5,922 |
$614 | FNDA | 11,092 | +5,922 | $614 | ISHARES TR (IYR) |
6,579 |
UNCH |
$601 | IYR | 6,579 | UNCH | $601 | MODERNA INC |
5,943 |
-571 |
$591 | MRNA | 5,943 | -571 | $591 | GENUINE PARTS CO |
4,174 |
UNCH |
$578 | GPC | 4,174 | UNCH | $578 | LINDE PLC |
1,380 |
+1,380 |
$567 | LIN | 1,380 | +1,380 | $567 | SERVICE CORP INTL |
8,273 |
UNCH |
$566 | SCI | 8,273 | UNCH | $566 | ISHARES TR (STIP) |
5,598 |
-533 |
$552 | STIP | 5,598 | -533 | $552 | ISHARES INC (URTH) |
4,143 |
-375 |
$551 | URTH | 4,143 | -375 | $551 | VANGUARD INDEX FDS (VO) |
2,366 |
+21 |
$550 | VO | 2,366 | +21 | $550 | SCHWAB STRATEGIC TR |
9,831 |
+7 |
$547 | SCHB | 9,831 | +7 | $547 | ENTERPRISE PRODS PARTNERS L |
20,734 |
UNCH |
$546 | EPD | 20,734 | UNCH | $546 | FIRST TR VALUE LINE DIVID IN (FVD) |
13,149 |
+100 |
$533 | FVD | 13,149 | +100 | $533 | VANGUARD SCOTTSDALE FDS (VTHR) |
2,478 |
UNCH |
$527 | VTHR | 2,478 | UNCH | $527 | ISHARES TR (USRT) |
9,581 |
-300 |
$520 | USRT | 9,581 | -300 | $520 | NOVANTA INC |
3,043 |
UNCH |
$512 | NOVT | 3,043 | UNCH | $512 | EXPEDIA GROUP INC |
3,361 |
-225 |
$510 | EXPE | 3,361 | -225 | $510 | WISDOMTREE TR |
5,269 |
+11 |
$505 | AIVL | 5,269 | +11 | $505 | BECTON DICKINSON & CO |
2,069 |
-3 |
$504 | BDX | 2,069 | -3 | $504 | KROGER CO |
11,006 |
+11,006 |
$503 | KR | 11,006 | +11,006 | $503 | VANGUARD INTL EQUITY INDEX F (VSS) |
4,370 |
+1 |
$503 | VSS | 4,370 | +1 | $503 | EQUINIX INC |
613 |
+613 |
$494 | EQIX | 613 | +613 | $494 | DANAHER CORPORATION |
2,112 |
+1 |
$489 | DHR | 2,112 | +1 | $489 | AFFILIATED MANAGERS GROUP IN |
3,225 |
UNCH |
$488 | AMG | 3,225 | UNCH | $488 | INVESCO EXCHANGE TRADED FD T (PJP) |
6,341 |
UNCH |
$483 | PJP | 6,341 | UNCH | $483 | INVESCO DB MULTI SECTOR COMM |
22,935 |
UNCH |
$476 | DBA | 22,935 | UNCH | $476 | ISHARES TR (HDV) |
4,622 |
+4,622 |
$471 | HDV | 4,622 | +4,622 | $471 | ISHARES TR (REZ) |
6,253 |
+1,133 |
$460 | REZ | 6,253 | +1,133 | $460 | APPLIED MATLS INC |
2,822 |
+106 |
$457 | AMAT | 2,822 | +106 | $457 | ISHARES TR (IYW) |
3,723 |
-240 |
$457 | IYW | 3,723 | -240 | $457 | ZSCALER INC |
2,061 |
+269 |
$457 | ZS | 2,061 | +269 | $457 | STEEL DYNAMICS INC |
3,825 |
+3,825 |
$452 | STLD | 3,825 | +3,825 | $452 | VANGUARD WORLD FD (MGC) |
2,653 |
UNCH |
$449 | MGC | 2,653 | UNCH | $449 | NORFOLK SOUTHN CORP |
1,884 |
+2 |
$445 | NSC | 1,884 | +2 | $445 | OLD DOMINION FREIGHT LINE IN |
1,090 |
+1,090 |
$442 | ODFL | 1,090 | +1,090 | $442 | HARBORONE BANCORP INC NEW |
36,835 |
+4 |
$441 | HONE | 36,835 | +4 | $441 | JEFFERIES FINL GROUP INC |
10,876 |
+10,876 |
$440 | JEF | 10,876 | +10,876 | $440 | TEXAS INSTRS INC |
2,570 |
-392 |
$438 | TXN | 2,570 | -392 | $438 | AFLAC INC |
5,221 |
+20 |
$431 | AFL | 5,221 | +20 | $431 | PINTEREST INC |
11,601 |
UNCH |
$430 | PINS | 11,601 | UNCH | $430 | AIR PRODS & CHEMS INC |
1,562 |
+5 |
$428 | APD | 1,562 | +5 | $428 | DNP SELECT INCOME FD INC |
50,080 |
-6,379 |
$425 | DNP | 50,080 | -6,379 | $425 | THE CIGNA GROUP |
1,416 |
-51 |
$424 | CI | 1,416 | -51 | $424 | QUEST DIAGNOSTICS INC |
3,018 |
-165 |
$416 | DGX | 3,018 | -165 | $416 | INTUITIVE SURGICAL INC |
1,223 |
UNCH |
$413 | ISRG | 1,223 | UNCH | $413 | VERTEX PHARMACEUTICALS INC |
1,007 |
+250 |
$410 | VRTX | 1,007 | +250 | $410 | DELTA AIR LINES INC DEL |
10,154 |
+234 |
$408 | DAL | 10,154 | +234 | $408 | EVERGY INC |
7,775 |
-549 |
$406 | EVRG | 7,775 | -549 | $406 | PHILIP MORRIS INTL INC |
4,302 |
+1 |
$405 | PM | 4,302 | +1 | $405 | SELECT SECTOR SPDR TR (XLP) |
5,489 |
-836 |
$395 | XLP | 5,489 | -836 | $395 | NEXSTAR MEDIA GROUP INC |
2,426 |
+2,426 |
$380 | NXST | 2,426 | +2,426 | $380 | VANGUARD INDEX FDS (VTV) |
2,536 |
+122 |
$379 | VTV | 2,536 | +122 | $379 | CARRIER GLOBAL CORPORATION |
6,529 |
-1,165 |
$375 | CARR | 6,529 | -1,165 | $375 | QUANTA SVCS INC |
1,733 |
UNCH |
$374 | PWR | 1,733 | UNCH | $374 | NU HLDGS LTD |
44,639 |
-16,867 |
$372 | NU | 44,639 | -16,867 | $372 | ISHARES TR (AOA) |
5,270 |
+5,270 |
$364 | AOA | 5,270 | +5,270 | $364 | WILLIAMS SONOMA INC |
1,768 |
+1,768 |
$357 | WSM | 1,768 | +1,768 | $357 | ISHARES TR (AGG) |
3,550 |
-1,443 |
$352 | AGG | 3,550 | -1,443 | $352 | HERSHEY CO |
1,878 |
+265 |
$350 | HSY | 1,878 | +265 | $350 | PALANTIR TECHNOLOGIES INC |
20,319 |
+25 |
$349 | PLTR | 20,319 | +25 | $349 | FASTENAL CO |
5,374 |
UNCH |
$348 | FAST | 5,374 | UNCH | $348 | TAIWAN SEMICONDUCTOR MFG LTD |
3,322 |
+113 |
$345 | TSM | 3,322 | +113 | $345 | INTERPUBLIC GROUP COS INC |
10,330 |
+89 |
$337 | IPG | 10,330 | +89 | $337 | ADVANCED MICRO DEVICES INC |
2,279 |
-118 |
$336 | AMD | 2,279 | -118 | $336 | MARATHON PETE CORP |
2,263 |
-19 |
$336 | MPC | 2,263 | -19 | $336 | ROBLOX CORP |
7,357 |
UNCH |
$336 | RBLX | 7,357 | UNCH | $336 | CHURCH & DWIGHT CO INC |
3,548 |
-156 |
$335 | CHD | 3,548 | -156 | $335 | CONSTELLATION BRANDS INC |
1,352 |
+122 |
$327 | STZ | 1,352 | +122 | $327 | TRAVELERS COMPANIES INC |
1,705 |
-1 |
$325 | TRV | 1,705 | -1 | $325 | INTERNATIONAL PAPER CO |
8,816 |
-3,364 |
$319 | IP | 8,816 | -3,364 | $319 | PAYCHEX INC |
2,680 |
-7 |
$319 | PAYX | 2,680 | -7 | $319 | FIRSTCASH HOLDINGS INC |
2,888 |
UNCH |
$313 | FCFS | 2,888 | UNCH | $313 | YUM BRANDS INC |
2,353 |
+3 |
$307 | YUM | 2,353 | +3 | $307 | VANGUARD INDEX FDS (VUG) |
984 |
UNCH |
$306 | VUG | 984 | UNCH | $306 | AMETEK INC |
1,848 |
UNCH |
$305 | AME | 1,848 | UNCH | $305 | TARGET CORP |
2,113 |
+197 |
$301 | TGT | 2,113 | +197 | $301 | WEC ENERGY GROUP INC |
3,522 |
-486 |
$296 | WEC | 3,522 | -486 | $296 | HP INC |
9,641 |
+11 |
$290 | HPQ | 9,641 | +11 | $290 | VANGUARD INDEX FDS (VBR) |
1,586 |
+99 |
$285 | VBR | 1,586 | +99 | $285 | MATCH GROUP INC NEW |
7,759 |
+7,759 |
$283 | MTCH | 7,759 | +7,759 | $283 | FORD MTR CO DEL |
|
|
$281 | F | 20,706 | -3,946 | $252 | NOTE 3 1 | 29,000 | +29,000 | $29 | COINBASE GLOBAL INC |
1,608 |
+1,608 |
$280 | COIN | 1,608 | +1,608 | $280 | VANGUARD WORLD FD (MGK) |
1,081 |
+2 |
$280 | MGK | 1,081 | +2 | $280 | ALTRIA GROUP INC |
6,901 |
+4 |
$278 | MO | 6,901 | +4 | $278 | PUBLIC SVC ENTERPRISE GRP IN |
4,443 |
-786 |
$272 | PEG | 4,443 | -786 | $272 | ISHARES TR (SUSC) |
11,427 |
+411 |
$266 | SUSC | 11,427 | +411 | $266 | ROCKWELL AUTOMATION INC |
853 |
+7 |
$265 | ROK | 853 | +7 | $265 | REVVITY INC |
2,404 |
+2,404 |
$263 | RVTY | 2,404 | +2,404 | $263 | UBER TECHNOLOGIES INC |
|
|
$257 | UBER | 3,802 | +3,802 | $234 | NOTE 12 1 | 23,000 | +23,000 | $23 | OTIS WORLDWIDE CORP |
2,856 |
-500 |
$256 | OTIS | 2,856 | -500 | $256 | AEGON LTD |
43,933 |
-17,975 |
$253 | AEG | 43,933 | -17,975 | $253 | WALGREENS BOOTS ALLIANCE INC |
9,646 |
-474 |
$252 | WBA | 9,646 | -474 | $252 | SERVICENOW INC |
355 |
-42 |
$251 | NOW | 355 | -42 | $251 | US BANCORP DEL |
5,790 |
-335 |
$251 | USB | 5,790 | -335 | $251 | RBB FD INC |
8,974 |
-1,751 |
$250 | TMFG | 8,974 | -1,751 | $250 | DIGITAL RLTY TR INC |
1,840 |
UNCH |
$248 | DLR | 1,840 | UNCH | $248 | NEOGEN CORP |
12,310 |
UNCH |
$248 | NEOG | 12,310 | UNCH | $248 | VALLEY NATL BANCORP |
22,719 |
-300 |
$247 | VLY | 22,719 | -300 | $247 | WARNER BROS DISCOVERY INC |
21,245 |
-2,080 |
$242 | WBD | 21,245 | -2,080 | $242 | SPDR SER TR (SPLG) |
4,300 |
UNCH |
$240 | SPLG | 4,300 | UNCH | $240 | CME GROUP INC |
1,128 |
+3 |
$237 | CME | 1,128 | +3 | $237 | SPDR SER TR (SPYV) |
5,090 |
+31 |
$237 | SPYV | 5,090 | +31 | $237 | VANGUARD SCOTTSDALE FDS (VONG) |
2,980 |
UNCH |
$232 | VONG | 2,980 | UNCH | $232 | XCEL ENERGY INC |
3,710 |
-497 |
$230 | XEL | 3,710 | -497 | $230 | DUPONT DE NEMOURS INC |
2,975 |
-43 |
$229 | DD | 2,975 | -43 | $229 | FIRST TR EXCHANGE TRADED FD (FDN) |
1,225 |
+1,225 |
$229 | FDN | 1,225 | +1,225 | $229 | GLOBAL PMTS INC |
1,794 |
-12 |
$228 | GPN | 1,794 | -12 | $228 | PAYPAL HLDGS INC |
3,696 |
-1,790 |
$227 | PYPL | 3,696 | -1,790 | $227 | MCCORMICK & CO INC |
3,299 |
-145 |
$226 | MKC | 3,299 | -145 | $226 | GE HEALTHCARE TECHNOLOGIES I |
2,886 |
-519 |
$223 | GEHC | 2,886 | -519 | $223 | DELL TECHNOLOGIES INC |
2,858 |
+2,858 |
$219 | DELL | 2,858 | +2,858 | $219 | CROWN CASTLE INC |
1,870 |
-532 |
$215 | CCI | 1,870 | -532 | $215 | VANECK ETF TRUST (BBH) |
1,295 |
UNCH |
$214 | BBH | 1,295 | UNCH | $214 | ALLSTATE CORP |
1,516 |
+1,516 |
$212 | ALL | 1,516 | +1,516 | $212 | CAMPBELL SOUP CO |
4,901 |
UNCH |
$212 | CPB | 4,901 | UNCH | $212 | SPDR SER TR (SPTM) |
3,610 |
+3,610 |
$211 | SPTM | 3,610 | +3,610 | $211 | INVESCO EXCHANGE TRADED FD T (PHO) |
3,428 |
+3,428 |
$209 | PHO | 3,428 | +3,428 | $209 | ENERGY TRANSFER L P |
15,103 |
-131 |
$208 | ET | 15,103 | -131 | $208 | WELLS FARGO CO NEW |
4,177 |
-992 |
$206 | WFC | 4,177 | -992 | $206 | WISDOMTREE TR |
2,480 |
+2,480 |
$204 | DHS | 2,480 | +2,480 | $204 | ISHARES TR (IGV) |
504 |
+504 |
$204 | IGV | 504 | +504 | $204 | CSX CORP |
5,862 |
+5,862 |
$203 | CSX | 5,862 | +5,862 | $203 | VANECK ETF TRUST (OIH) |
655 |
UNCH |
$203 | OIH | 655 | UNCH | $203 | ASML HOLDING N V |
267 |
+267 |
$202 | ASML | 267 | +267 | $202 | ARCUTIS BIOTHERAPEUTICS INC |
53,100 |
+13,700 |
$172 | ARQT | 53,100 | +13,700 | $172 | EATON VANCE SR FLTNG RTE TR |
12,869 |
+299 |
$163 | EFR | 12,869 | +299 | $163 | UPWORK INC |
10,724 |
UNCH |
$159 | UPWK | 10,724 | UNCH | $159 | FORGE GLOBAL HOLDINGS INC |
39,600 |
UNCH |
$136 | FRGE | 39,600 | UNCH | $136 | JOBY AVIATION INC |
19,880 |
UNCH |
$132 | JOBY | 19,880 | UNCH | $132 | VODAFONE GROUP PLC NEW |
12,752 |
-1,002 |
$111 | VOD | 12,752 | -1,002 | $111 | EATON VANCE LTD DURATION INC |
10,079 |
+10,079 |
$97 | EVV | 10,079 | +10,079 | $97 | SIRIUS XM HOLDINGS INC |
16,548 |
UNCH |
$91 | SIRI | 16,548 | UNCH | $91 | RESEARCH FRONTIERS INC |
72,615 |
+72,615 |
$73 | REFR | 72,615 | +72,615 | $73 | KARYOPHARM THERAPEUTICS INC |
45,140 |
UNCH |
$39 | KPTI | 45,140 | UNCH | $39 | OMEGA THERAPEUTICS INC |
10,000 |
UNCH |
$30 | OMGA | 10,000 | UNCH | $30 | PACIRA BIOSCIENCES INC |
|
|
$30 | NOTE 0 | 33,000 | +33,000 | $30 | GREENBRIER COS INC |
|
|
$29 | NOTE 2 | 30,000 | +30,000 | $29 | AKAMAI TECHNOLOGIES INC |
|
|
$22 | NOTE 0 | 20,000 | +20,000 | $22 | LCI INDS |
|
|
$22 | NOTE 1 | 23,000 | +23,000 | $22 | ITRON INC |
|
|
$21 | NOTE 3 1 | 23,000 | +23,000 | $21 | STRIDE INC |
|
|
$20 | NOTE 1 | 16,000 | +16,000 | $20 | IMAX CORP |
|
|
$18 | NOTE 0 | 20,000 | +20,000 | $18 | BURLINGTON STORES INC |
|
|
$15 | NOTE 2 | 14,000 | +14,000 | $15 | VINCERX PHARMA INC |
10,900 |
UNCH |
$13 | VINC | 10,900 | UNCH | $13 | MORGAN STANLEY ETF TRUST (EVHY) |
23,575 |
+23,575 |
$0 | EVHY | 23,575 | +23,575 | $0 | ACTIVISION BLIZZARD INC |
|
|
$0 (exited) | ATVI | 0 | -11,967 | $0 | BAIDU INC |
|
|
$0 (exited) | BIDU | 0 | -1,940 | $0 | BANK NOVA SCOTIA HALIFAX |
|
|
$0 (exited) | BNS | 0 | -4,925 | $0 | CLOROX CO DEL |
|
|
$0 (exited) | CLX | 0 | -1,581 | $0 | CANADIAN NATL RY CO |
|
|
$0 (exited) | CNI | 0 | -3,057 | $0 | CORTEVA INC |
|
|
$0 (exited) | CTVA | 0 | -4,112 | $0 | DIAGEO PLC |
|
|
$0 (exited) | DEO | 0 | -1,444 | $0 | WISDOMTREE TR |
|
|
$0 (exited) | DES | 0 | -7,331 | $0 | PRECISION BIOSCIENCES INC |
|
|
$0 (exited) | DTIL | 0 | -14,100 | $0 | EBAY INC. |
|
|
$0 (exited) | EBAY | 0 | -6,048 | $0 | ENBRIDGE INC |
|
|
$0 (exited) | ENB | 0 | -7,242 | $0 | FOGHORN THERAPEUTICS INC |
|
|
$0 (exited) | FHTX | 0 | -107,770 | $0 | FISERV INC |
|
|
$0 (exited) | FISV | 0 | -11,927 | $0 | HALLIBURTON CO |
|
|
$0 (exited) | HAL | 0 | -5,913 | $0 | ISHARES TR |
|
|
$0 (exited) | IDRV | 0 | -7,039 | $0 | INTERNATIONAL FLAVORS&FRAGRA |
|
|
$0 (exited) | IFF | 0 | -3,939 | $0 | ISHARES TR |
|
|
$0 (exited) | IXUS | 0 | -5,725 | $0 | ISHARES TR |
|
|
$0 (exited) | IYH | 0 | -941 | $0 | NET POWER INC |
|
|
$0 (exited) | NPWR | 0 | -10,000 | $0 | NEXTGEN HEALTHCARE INC |
|
|
$0 (exited) | NXGN | 0 | -296,652 | $0 | INVESCO EXCHANGE TRADED FD T |
|
|
$0 (exited) | PBW | 0 | -100,432 | $0 | REVVITY INC |
|
|
$0 (exited) | PKI | 0 | -2,605 | $0 | RAPID7 INC |
|
|
$0 (exited) | RPD | 0 | -54,478 | $0 | SNAP INC |
|
|
$0 (exited) | SNAP | 0 | -13,828 | $0 | SONOS INC |
|
|
$0 (exited) | SONO | 0 | -11,087 | $0 | SEMPRA |
|
|
$0 (exited) | SRE | 0 | -3,189 | $0 | VMWARE INC |
|
|
$0 (exited) | VMW | 0 | -1,570 | $0 | ESSENTIAL UTILS INC |
0 |
-6,400 |
$0 (exited) | WTRG | 0 | -6,400 | $0 |
See Summary: Wade G W & Inc. Top Holdings
See Details: Top 10 Stocks Held By Wade G W & Inc.
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