Q4 2022 Holdings
Filed 2023-01-26 | 498 holdings | $142.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Mega Cap ETF(MGC) | COMMON STOCK | 921910873 | $38 | 290 | 0.0% |
| iShares Msci KLD 400 Social ETF(DSI) | COMMON STOCK | 464288570 | $39 | 550 | 0.0% |
| National Grid Plc ADR F Sponsored ADR(NGG) | COMMON STOCK | 636274409 | $39 | 640 | 0.0% |
| Vanguard S&P 500 ETF New(VOO) | COMMON STOCK | 922908363 | $39 | 111 | 0.0% |
| Eastman Chem Co Com(EMN) | COMMON STOCK | 277432100 | $40 | 487 | 0.0% |
| Northway Financial Inc | COMMON STOCK | 667270201 | $40 | 1,950 | 0.0% |
| Vanguard ESG US Stock ETF(ESGV) | COMMON STOCK | 921910733 | $41 | 624 | 0.0% |
| iShares 0-5 Year Tips Bond ETF(STIP) | COMMON STOCK | 46429B747 | $41 | 425 | 0.0% |
| Novo Nordisk A/S B | COMMON STOCK | K72807132 | $41 | 303 | 0.0% |
| Darden Restaurants Inc(DRI) | COMMON STOCK | 237194105 | $41 | 300 | 0.0% |
| CMS Energy Corp(CMS) | COMMON STOCK | 125896100 | $42 | 660 | 0.0% |
| Pub Svc Ent Group Inc(PEG) | COMMON STOCK | 744573106 | $43 | 700 | 0.0% |
| Energy Select Sector Spdr ETF(XLE) | COMMON STOCK | 81369Y506 | $43 | 490 | 0.0% |
| Keycorp New(KEY) | COMMON STOCK | 493267108 | $44 | 2,547 | 0.0% |
| Wolfspeed ORD(WOLF*) | COMMON STOCK | 977852102 | $44 | 644 | 0.0% |
| BP PLC(BP) | COMMON STOCK | 055622104 | $45 | 1,277 | 0.0% |
| I Shares S&P Global Industrials ETF(EXI) | COMMON STOCK | 464288729 | $45 | 420 | 0.0% |
| Albany International Corp(AIN) | COMMON STOCK | 012348108 | $45 | 452 | 0.0% |
| Magellan Midstream Partners, L.P.(WEP) | COMMON STOCK | 559080106 | $46 | 910 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COMMON STOCK | 70450Y103 | $46 | 650 | 0.0% |
| Sun Life Financial(SLF) | COMMON STOCK | 866796105 | $48 | 1,025 | 0.0% |
| I Shares S&P Global Financials(IXG) | COMMON STOCK | 464287333 | $48 | 680 | 0.0% |
| iShares iBonds Dec 2027 Term Muni Bd ETF(IBMP) | COMMON STOCK | 46435U283 | $49 | 1,960 | 0.0% |
| Invesco Bulletshs 2032 Corp BND ETF(BSCW) | COMMON STOCK | 46139W858 | $49 | 2,465 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COMMON STOCK | 98956P102 | $49 | 382 | 0.0% |
| Baxter International Inc(BAX) | COMMON STOCK | 071813109 | $50 | 980 | 0.0% |
| Target Corporation(TGT) | COMMON STOCK | 87612E106 | $50 | 333 | 0.0% |
| Etfs Physical Platinum(PPLT) | COMMON STOCK | 003260106 | $50 | 500 | 0.0% |
| Nucor Corp Com(NUE) | COMMON STOCK | 670346105 | $51 | 390 | 0.0% |
| Schwab US Tips ETF(SCHP) | COMMON STOCK | 808524870 | $51 | 986 | 0.0% |
| Mestek Inc(MCCK) | COMMON STOCK | 590829305 | $52 | 2,000 | 0.0% |
| Morgan Stanley(MS) | COMMON STOCK | 617446448 | $52 | 613 | 0.0% |
| Archer-Daniels Midland Co(ADM) | COMMON STOCK | 039483102 | $52 | 558 | 0.0% |
| LTC Properties Inc(LTC) | COMMON STOCK | 502175102 | $53 | 1,500 | 0.0% |
| Genuine Parts Co Com(GPC) | COMMON STOCK | 372460105 | $54 | 312 | 0.0% |
| General Dynamics Corp(GD) | COMMON STOCK | 369550108 | $55 | 222 | 0.0% |
| Altria Group Inc(MO) | COMMON STOCK | 02209S103 | $55 | 1,202 | 0.0% |
| Zoetis Inc(ZTS) | COMMON STOCK | 98978V103 | $56 | 381 | 0.0% |
| S & P Financials ETF(XLF) | COMMON STOCK | 81369Y605 | $57 | 1,658 | 0.0% |
| Cambridge Bancorp | COMMON STOCK | 132152109 | $58 | 693 | 0.0% |
| Ishares S&P 500 Growth(IVW) | COMMON STOCK | 464287309 | $59 | 1,000 | 0.0% |
| Anthem Inc(ELV) | COMMON STOCK | 036752103 | $60 | 118 | 0.0% |
| iShares National Muni Bond(MUB) | COMMON STOCK | 464288414 | $62 | 590 | 0.0% |
| Textron Inc(TXT) | COMMON STOCK | 883203101 | $63 | 896 | 0.0% |
| Schwab International Equity ETF(SCHF) | COMMON STOCK | 808524805 | $63 | 1,970 | 0.0% |
| Liberty Broadband Corp. Class C(LBRDK) | COMMON STOCK | 530307305 | $64 | 840 | 0.0% |
| Ishares Ibnd DEC 2030 TRM Corp ETF(IBDV) | COMMON STOCK | 46436E726 | $64 | 3,081 | 0.0% |
| Plug Power Inc New(PLUG) | COMMON STOCK | 72919P202 | $65 | 5,250 | 0.0% |
| Broadcom Inc Com(AVGO) | COMMON STOCK | 11135F101 | $66 | 118 | 0.0% |
| iShares Core Msci Eafe ETF(IEFA) | COMMON STOCK | 46432F842 | $66 | 1,071 | 0.0% |