Mayflower Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Mayflower Financial Advisors, LLC held in its portfolio 405 assets valued at $826,866,239 (i.e. $826.87M).
The most valuable assets in the portfolio included: ISHARES TR ($39.50M), SPDR SERIES TRUST ($34.51M), and APPLE INC ($23.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 405 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Mayflower Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 57663 | 39495923 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 502375 | 34512535 | STATE STREET SPD |
| APPLE INC | 87656 | 23830162 | COM |
| MICROSOFT CORP | 44004 | 21281054 | COM |
| ISHARES TR | 82994 | 16484344 | MSCI USA QLT FCT |
| WAYFAIR INC | 162669 | 16333594 | CL A |
| ISHARES TR | 119499 | 14729452 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 523314 | 14354506 | US DIVIDEND EQ |
| BLACKROCK ETF TRUST | 230375 | 14009127 | ISHARES US EQUIT |
| ISHARES TR | 63334 | 13431327 | S&P 500 VAL ETF |
| ALPHABET INC | 42630 | 13343071 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 19205 | 13096292 | TR UNIT |
| NVIDIA CORPORATION | 66347 | 12373659 | COM |
| VANGUARD MUN BD FDS | 239423 | 12040578 | TAX EXEMPT BD |
| ALPHABET INC | 34310 | 10766394 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 441754 | 10323797 | US AGGREGATE B |
| BERKSHIRE HATHAWAY INC DEL | 20249 | 10178259 | CL B NEW |
| ISHARES INC | 145892 | 9806839 | CORE MSCI EMKT |
| INVESCO EXCHANGE TRADED FD T | 157993 | 9365809 | S&P 500 TOP 50 |
| AMAZON COM INC | 37499 | 8655427 | COM |
| ISHARES TR | 120247 | 8586828 | EAFE VALUE ETF |
| ISHARES TR | 179727 | 8364492 | CORE UNIVRSL USD |
| ISHARES TR | 86872 | 7771612 | CORE MSCI EAFE |
| ISHARES TR | 112632 | 7433693 | CORE S&P MCP ETF |
| KLAVIYO INC | 226700 | 7360949 | COM SER A |
| BROADCOM INC | 20284 | 7020202 | COM |
| ISHARES TR | 73952 | 6963304 | MSCI USA MIN VOL |
| ISHARES TR | 57065 | 6858055 | CORE S&P SCP ETF |
| VANGUARD BD INDEX FDS | 90016 | 6667520 | TOTAL BND MRKT |
| MORGAN STANLEY | 37310 | 6623698 | COM NEW |
| BONDBLOXX ETF TRUST | 140462 | 6492154 | BLOOMBERG TEN YR |
| VANGUARD INDEX FDS | 19242 | 6451106 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 100270 | 6263875 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 9903 | 6210198 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 17746 | 5718021 | COM |
| ALTRIA GROUP INC | 95839 | 5526067 | COM |
| ISHARES TR | 15850 | 5436039 | S&P 100 ETF |
| SPDR GOLD TR | 13653 | 5410724 | GOLD SHS |
| META PLATFORMS INC | 7867 | 5192803 | CL A |
| BLACKROCK ETF TRUST | 130756 | 5041951 | ISHARES US THEMA |
| ISHARES TR | 51514 | 4905163 | MBS ETF |
| BLACKROCK ETF TRUST II | 91087 | 4806672 | ISHARES FLEXIBLE |
| JOHNSON & JOHNSON | 23185 | 4798140 | COM |
| ISHARES TR | 44298 | 4744712 | NATIONAL MUN ETF |
| BLACKROCK ETF TRUST | 140578 | 4681247 | ISHARES A I INNO |
| VANGUARD SPECIALIZED FUNDS | 20791 | 4569418 | DIV APP ETF |
| MATIV HOLDINGS INC | 375246 | 4559239 | COM |
| VANGUARD INTL EQUITY INDEX F | 31287 | 4413356 | TT WRLD ST ETF |
| ABBVIE INC | 19176 | 4381411 | COM |
| INVESCO EXCH TRADED FD TR II | 36604 | 4367589 | S&P 500 MOMNTM |
| PALANTIR TECHNOLOGIES INC | 24247 | 4309904 | CL A |
| ISHARES TR | 39713 | 4237329 | SHRT NAT MUN ETF |
| SPDR S&P MIDCAP 400 ETF TR | 6923 | 4176361 | UTSER1 S&PDCRP |
| ELI LILLY & CO | 3765 | 4045927 | COM |
| ALPS ETF TR | 82893 | 3897646 | ALERIAN MLP |
| VISA INC | 11073 | 3883572 | COM CL A |
| AMERICAN CENTY ETF TR | 50144 | 3862091 | AVANTIS EMGMKT |
| WORLD GOLD TR | 44418 | 3791965 | SPDR GLD MINIS |
| ISHARES TR | 15356 | 3779946 | RUSSELL 2000 ETF |
| FIRST TR EXCHANGE TRADED FD | 53570 | 3721539 | RISNG DIVD ACHIV |
| INVESCO QQQ TR | 5940 | 3648887 | UNIT SER 1 |
| CHEVRON CORP NEW | 23343 | 3557730 | COM |
| VANGUARD INDEX FDS | 18540 | 3540955 | VALUE ETF |
| VANGUARD INDEX FDS | 11570 | 3357922 | MID CAP ETF |
| CAPITAL GROUP DIVIDEND GROWE | 91019 | 3243900 | SHS ETF |
| HONEYWELL INTL INC | 16489 | 3216897 | COM |
| VANGUARD INTL EQUITY INDEX F | 43700 | 3214582 | ALLWRLD EX US |
| ISHARES TR | 21595 | 3210977 | CORE S&P TTL STK |
| ISHARES TR | 26061 | 3169231 | CORE HIGH DV ETF |
| CATERPILLAR INC | 5347 | 3062910 | COM |
| ISHARES TR | 59227 | 2961946 | CORE INTL AGGR |
| EXXON MOBIL CORP | 24190 | 2911070 | COM |
| BANK AMERICA CORP | 52035 | 2861919 | COM |
| TESLA INC | 6177 | 2777854 | COM |
| MASTERCARD INCORPORATED | 4849 | 2768197 | CL A |
| ISHARES TR | 7107 | 2654038 | RUS 1000 ETF |
| BOOKING HOLDINGS INC | 492 | 2634822 | COM |
| ISHARES TR | 13075 | 2610868 | U.S. TECH ETF |
| ABBOTT LABS | 19695 | 2467564 | COM |
| PROCTER AND GAMBLE CO | 17007 | 2437331 | COM |
| VANGUARD INDEX FDS | 4948 | 2413857 | GROWTH ETF |
| VANGUARD STAR FDS | 30903 | 2331308 | VG TL INTL STK F |
| RTX CORPORATION | 12690 | 2327403 | COM |
| PHILIP MORRIS INTL INC | 14421 | 2313179 | COM |
| CISCO SYS INC | 28852 | 2222442 | COM |
| ISHARES TR | 14857 | 2213346 | ESG AWR MSCI USA |
| ISHARES TR | 32206 | 2161989 | MSCI ACWI EX US |
| CME GROUP INC | 7899 | 2157008 | COM |
| INTERNATIONAL BUSINESS MACHS | 7114 | 2107189 | COM |
| ISHARES TR | 54053 | 2056717 | MSCI INTL VLU FT |
| HOME DEPOT INC | 5964 | 2052382 | COM |
| ISHARES TR | 14432 | 2036941 | SELECT DIVID ETF |
| MERCK & CO INC | 19031 | 2003202 | COM |
| HUBSPOT INC | 4974 | 1996066 | COM |
| PIMCO ETF TR | 19766 | 1983301 | ENHAN SHRT MA AC |
| VANGUARD SCOTTSDALE FDS | 35410 | 1975893 | LONG TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 24547 | 1957117 | SHRT TRM CORP BD |
| ISHARES TR | 6870 | 1902578 | RUS TP200 GR ETF |
| GLOBAL X FDS | 29188 | 1891091 | DEFENSE TECH ETF |
| VANGUARD SCOTTSDALE FDS | 22407 | 1876559 | INT-TERM CORP |
| ISHARES GOLD TR | 23099 | 1874983 | ISHARES NEW |
| ISHARES TR | 19362 | 1859333 | MSCI EAFE ETF |
| J P MORGAN EXCHANGE TRADED F | 30355 | 1737506 | EQUITY PREMIUM |
| CAPITAL GROUP CORE EQUITY ET | 42886 | 1725294 | SHS CREATION UNI |
| BLACKROCK INC | 1589 | 1701113 | COM |
| COSTCO WHSL CORP NEW | 1964 | 1693856 | COM |
| GE VERNOVA INC | 2583 | 1688187 | COM |
| THERMO FISHER SCIENTIFIC INC | 2823 | 1635787 | COM |
| SOUTHERN COPPER CORP | 11067 | 1587769 | COM |
| VANECK MERK GOLD ETF | 38105 | 1580595 | GOLD SHS |
| UNITEDHEALTH GROUP INC | 4776 | 1576738 | COM |
| PEPSICO INC | 10924 | 1567795 | COM |
| COCA COLA CO | 22392 | 1565455 | COM |
| CORNING INC | 17843 | 1562320 | COM |
| ISHARES INC | 24274 | 1554531 | MSCI EMERG MRKT |
| GOLDMAN SACHS GROUP INC | 1728 | 1518912 | COM |
| ISHARES TR | 21874 | 1518499 | CORE DIV GRWTH |
| TJX COS INC NEW | 9874 | 1516769 | COM |
| MCDONALDS CORP | 4912 | 1501161 | COM |
| INVESCO ACTIVELY MANAGED EXC | 59015 | 1481276 | VAR RATE INVT |
| PFIZER INC | 58820 | 1464624 | COM |
| FIRST TR EXCHANGE TRADED FD | 20017 | 1430183 | NASDAQ CYB ETF |
| NOVARTIS AG | 10370 | 1429756 | SPONSORED ADR |
| ISHARES TR | 13761 | 1399081 | 10-20 YR TRS ETF |
| ORACLE CORP | 7135 | 1390680 | COM |
| SPOTIFY TECHNOLOGY S A | 2320 | 1347247 | SHS |
| VANGUARD INTL EQUITY INDEX F | 24323 | 1307604 | FTSE EMR MKT ETF |
| ISHARES TR | 53106 | 1286754 | IBONDS DEC2026 |
| TAIWAN SEMICONDUCTOR MFG LTD | 4192 | 1273995 | SPONSORED ADS |
| T ROWE PRICE ETF INC | 33119 | 1265815 | CAP APPRECIATION |
| SHOPIFY INC | 7823 | 1259268 | CL A SUB VTG SHS |
| FRANCO NEV CORP | 6014 | 1246582 | COM |
| BLACKSTONE INC | 8069 | 1243825 | COM |
| ISHARES TR | 10729 | 1222222 | EAFE GRWTH ETF |
| GLOBAL X FDS | 68365 | 1208010 | NASDAQ 100 COVER |
| HOULIHAN LOKEY INC | 1122132 | 1207341 | CL A |
| EATON CORP PLC | 3731 | 1188256 | SHS |
| LOWES COS INC | 4917 | 1185702 | COM |
| ADVANCED MICRO DEVICES INC | 5476 | 1172740 | COM |
| STRYKER CORPORATION | 3325 | 1168669 | COM |
| AMERICAN EXPRESS CO | 3126 | 1156592 | COM |
| SERVICENOW INC | 7434 | 1138814 | COM |
| CITIGROUP INC | 9695 | 1131310 | COM NEW |
| ISHARES TR | 11750 | 1131290 | JPMORGAN USD EMG |
| AMERICAN TOWER CORP NEW | 6432 | 1129292 | COM |
| NEXTERA ENERGY INC | 13972 | 1121696 | COM |
| WASTE MGMT INC DEL | 5082 | 1116609 | COM |
| LOCKHEED MARTIN CORP | 2307 | 1115769 | COM |
| AMGEN INC | 3408 | 1115472 | COM |
| ENTERPRISE PRODS PARTNERS L | 34590 | 1108960 | COM |
| MICRON TECHNOLOGY INC | 3861 | 1101968 | COM |
| VANGUARD WHITEHALL FDS | 7595 | 1089972 | HIGH DIV YLD |
| DELL TECHNOLOGIES INC | 8432 | 1061420 | CL C |
| VERIZON COMMUNICATIONS INC | 25923 | 1055835 | COM |
| ISHARES TR | 15388 | 1055617 | EUROPE ETF |
| ISHARES TR | 42347 | 1028176 | IBONDS 27 ETF |
| AT&T INC | 40876 | 1015371 | COM |
| AUTOMATIC DATA PROCESSING IN | 3904 | 1004338 | COM |
| ISHARES TR | 10000 | 1003800 | 0-3 MNTH TREASRY |
| VANGUARD BD INDEX FDS | 12889 | 1003795 | INTERMED TERM |
| BOEING CO | 4619 | 1002877 | COM |
| LINDE PLC | 2328 | 992636 | SHS |
| VANGUARD INDEX FDS | 3145 | 990046 | LARGE CAP ETF |
| WALMART INC | 8611 | 959347 | COM |
| CANADIAN PACIFIC KANSAS CITY | 12989 | 957659 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 21895 | 955489 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 38528 | 926213 | INTL EQTY ETF |
| NETFLIX INC | 9589 | 899065 | COM |
| CENCORA INC | 2591 | 875110 | COM |
| SELECT SECTOR SPDR TR | 19478 | 870842 | STATE STREET ENE |
| DUKE ENERGY CORP NEW | 7377 | 864626 | COM NEW |
| VANGUARD INDEX FDS | 3350 | 864258 | SMALL CP ETF |
| SPDR DOW JONES INDL AVERAGE | 1763 | 847150 | UT SER 1 |
| AMPLIFY ETF TR | 10313 | 828878 | AMPLIFY CYBERSEC |
| SNOWFLAKE INC | 3769 | 826768 | COM SHS |
| FIDELITY NATIONAL FINANCIAL | 15144 | 826738 | COM SHS |
| WELLS FARGO CO NEW | 8711 | 811865 | COM |
| UNION PAC CORP | 3498 | 809157 | COM |
| TEXAS INSTRS INC | 4663 | 808979 | COM |
| CANADIAN NATL RY CO | 8096 | 800282 | COM |
| FIRST TR EXCHANGE-TRADED FD | 17402 | 798404 | SENIOR LN FD |
| ISHARES TR | 3760 | 790878 | RUS 1000 VAL ETF |
| ISHARES TR | 14199 | 776827 | MSCI EMG MKT ETF |
| ISHARES TR | 9390 | 774487 | CORE MSCI INTL |
| UBER TECHNOLOGIES INC | 9391 | 767321 | COM |
| 8X8 INC NEW | 389123 | 766572 | COM |
| ISHARES GOLD TR | 17703 | 761052 | SHARES REPRESENT |
| SOFI TECHNOLOGIES INC | 28549 | 747413 | COM |
| CROWDSTRIKE HLDGS INC | 1593 | 746735 | CL A |
| CUSHMAN AND WAKEFIELD LTD | 45755 | 740773 | COMMON SHARES |
| AMPLIFY ETF TR | 16638 | 740391 | CWP ENHANCED DIV |
| ISHARES TR | 7389 | 738013 | CORE US AGGBD ET |
| CVS HEALTH CORP | 9263 | 735112 | COM |
| 3M CO | 4507 | 721581 | COM |
| CUMMINS INC | 1399 | 713888 | COM |
| ACCENTURE PLC IRELAND | 2651 | 711229 | SHS CLASS A |
| PARKER-HANNIFIN CORP | 802 | 704926 | COM |
| SELECT SECTOR SPDR TR | 4888 | 703725 | STATE STREET TEC |
| SALESFORCE INC | 2609 | 691150 | COM |
| VANGUARD INDEX FDS | 7723 | 683434 | REAL ESTATE ETF |
| STATE STR CORP | 5276 | 680646 | COM |
| GLOBAL X FDS | 18613 | 674350 | RBTCS ARTFL INTE |
| ECOLAB INC | 2568 | 674138 | COM |
| DISNEY WALT CO | 5825 | 662752 | COM |
| GE AEROSPACE | 2111 | 650388 | COM NEW |
| SSGA ACTIVE TR | 25823 | 646564 | STATE STREET MY |
| PALO ALTO NETWORKS INC | 3495 | 643779 | COM |
| VERTEX PHARMACEUTICALS INC | 1408 | 638331 | COM |
| ISHARES TR | 5781 | 636777 | TRUST ISHARE 0-1 |
| WILLIAMS COS INC | 10424 | 626568 | COM |
| ISHARES TR | 1307 | 618603 | RUS 1000 GRW ETF |
| S&P GLOBAL INC | 1178 | 615761 | COM |
| ISHARES INC | 11962 | 614148 | MSCI GBL ETF NEW |
| INTEL CORP | 16449 | 606972 | COM |
| ISHARES TR | 13581 | 604898 | GNMA BOND ETF |
| ISHARES TR | 6882 | 599835 | 20 YR TR BD ETF |
| J P MORGAN EXCHANGE TRADED F | 10301 | 598705 | NASDAQ EQT PREM |
| MEDTRONIC PLC | 6209 | 596437 | SHS |
| ISHARES SILVER TR | 9233 | 594790 | ISHARES |
| J P MORGAN EXCHANGE TRADED F | 8668 | 590724 | US MOMENTUM |
| ISHARES TR | 1521 | 588461 | RUSSELL 3000 ETF |
| ISHARES TR | 6920 | 585682 | CORE MSCI TOTAL |
| CHUBB LIMITED | 1866 | 582479 | COM |
| WISDOMTREE TR | 14918 | 582082 | EM EX ST-OWNED |
| QUANTA SVCS INC | 1378 | 581599 | COM |
| TERADYNE INC | 2968 | 574486 | COM |
| SCHWAB STRATEGIC TR | 21807 | 571998 | US BRD MKT ETF |
| SCHWAB CHARLES CORP | 5723 | 571810 | COM |
| COLGATE PALMOLIVE CO | 7236 | 571789 | COM |
| MONDELEZ INTL INC | 10619 | 571623 | CL A |
| ATI INC | 4975 | 570973 | COM |
| ISHARES INC | 7603 | 552555 | MSCI EMRG CHN |
| BNY MELLON ETF TRUST | 4216 | 551453 | US LRG CP CORE |
| NVENT ELECTRIC PLC | 5313 | 541799 | SHS |
| GILEAD SCIENCES INC | 4322 | 530434 | COM |
| ISHARES TR | 4113 | 529878 | ESG MSCI KLD 400 |
| ISHARES BITCOIN TRUST ETF | 10619 | 527233 | SHS BEN INT |
| TRANE TECHNOLOGIES PLC | 1333 | 518804 | SHS |
| ISHARES TR | 4939 | 518554 | GLOBAL TECH ETF |
| ISHARES INC | 8906 | 515212 | EMNG MKTS EQT |
| AON PLC | 1435 | 506535 | SHS CL A |
| NORTHROP GRUMMAN CORP | 887 | 505776 | COM |
| COINBASE GLOBAL INC | 2223 | 502818 | COM CL A |
| SYSCO CORP | 6730 | 495959 | COM |
| FIRST AMERN FINL CORP | 8028 | 493251 | COM |
| ZOETIS INC | 3916 | 492711 | CL A |
| ASML HOLDING N V | 454 | 485716 | N Y REGISTRY SHS |
| CAPITAL ONE FINL CORP | 1997 | 483993 | COM |
| NASDAQ INC | 4883 | 474286 | COM |
| CAPITAL GROUP CORE BALANCED | 13344 | 471451 | SHS |
| CONOCOPHILLIPS | 5029 | 470793 | COM |
| ISHARES TR | 4540 | 464844 | 0-5 YR TIPS ETF |
| PACER FDS TR | 8308 | 461738 | TRENDP US LAR CP |
| INTUIT | 694 | 459719 | COM |
| ONEOK INC NEW | 6226 | 457597 | COM |
| BLACKROCK ETF TRUST II | 9353 | 455304 | ISHARES HIGH YIE |
| ISHARES TR | 8583 | 453869 | ISHS 1-5YR INVS |
| ISHARES TR | 3308 | 452303 | MSCI USA VALUE |
| FEDEX CORP | 1561 | 451019 | COM |
| EDWARDS LIFESCIENCES CORP | 5267 | 449012 | COM |
| FORD MTR CO | 33727 | 442494 | COM |
| UNITED PARCEL SERVICE INC | 4440 | 440401 | CL B |
| DANAHER CORPORATION | 1917 | 438840 | COM |
| ANALOG DEVICES INC | 1578 | 428042 | COM |
| ISHARES TR | 2347 | 425300 | RUS 2000 VAL ETF |
| PROSHARES TR | 7982 | 420815 | ULTRAPRO QQQ |
| CSX CORP | 11514 | 417365 | COM |
| BRISTOL-MYERS SQUIBB CO | 7701 | 415392 | COM |
| NUSHARES ETF TR | 11332 | 410317 | NUVEEN ESG INTL |
| SUNCOR ENERGY INC NEW | 9106 | 403940 | COM |
| VANECK ETF TRUST | 4696 | 402743 | GOLD MINERS ETF |
| BRITISH AMERN TOB PLC | 7092 | 401549 | SPONSORED ADR |
| ISHARES TR | 4959 | 399814 | IBOXX HI YD ETF |
| L3HARRIS TECHNOLOGIES INC | 1360 | 399133 | COM |
| REPUBLIC SVCS INC | 1881 | 398640 | COM |
| CAPITAL GROUP GROWTH ETF | 8960 | 398449 | SHS CREATION UNI |
| PHILLIPS 66 | 3058 | 394594 | COM |
| ARISTA NETWORKS INC | 2990 | 391780 | COM SHS |
| ISHARES TR | 3222 | 390720 | ESG MSCI LEADR |
| M & T BK CORP | 1931 | 389058 | COM |
| CONSOLIDATED EDISON INC | 3870 | 384401 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 32689 | 380173 | COM |
| ISHARES TR | 2866 | 377137 | S&P MC 400VL ETF |
| BANK MONTREAL QUE | 14792 | 373656 | CAL LKD 45 |
| ISHARES TR | 3397 | 373329 | TIPS BD ETF |
| GENERAL MTRS CO | 4570 | 371632 | COM |
| BROWN & BROWN INC | 4652 | 370775 | COM |
| KEYCORP | 17881 | 369064 | COM |
| SMUCKER J M CO | 3752 | 367012 | COM NEW |
| VANGUARD INDEX FDS | 1743 | 364496 | EXTEND MKT ETF |
| ADOBE INC | 1040 | 363918 | COM |
| ISHARES TR | 4834 | 362270 | RUSEL 2500 ETF |
| IDEXX LABS INC | 535 | 361944 | COM |
| FACTSET RESH SYS INC | 1245 | 361391 | COM |
| WILLIS TOWERS WATSON PLC LTD | 1095 | 359817 | SHS |
| METTLER TOLEDO INTERNATIONAL | 257 | 358307 | COM |
| KKR & CO INC | 2794 | 356179 | COM |
| COMCAST CORP NEW | 11885 | 355243 | CL A |
| QUALCOMM INC | 2065 | 353297 | COM |
| MARSH & MCLENNAN COS INC | 1896 | 351775 | COM |
| ISHARES TR | 2564 | 351114 | RUS MD CP GR ETF |
| ISHARES TR | 15214 | 350302 | US TREAS BD ETF |
| ISHARES TR | 15662 | 349576 | IBONDS 2027 TERM |
| WISDOMTREE TR | 4105 | 348432 | US TOTAL DIVIDND |
| ISHARES TR | 7256 | 344878 | U.S. ENERGY ETF |
| ARCH CAP GROUP LTD | 3585 | 343873 | ORD |
| MARVELL TECHNOLOGY INC | 4041 | 343421 | COM |
| DEERE & CO | 736 | 342871 | COM |
| SELECT SECTOR SPDR TR | 6212 | 340231 | STATE STREET FIN |
| CAPITAL GROUP GBL GROWTH EQT | 9744 | 337622 | SHS CREATION UNI |
| TAKE-TWO INTERACTIVE SOFTWAR | 1316 | 336935 | COM |
| CURTISS WRIGHT CORP | 611 | 336826 | COM |
| TOAST INC | 9450 | 335570 | CL A |
| AMRIZE LTD | 6101 | 329966 | SHS |
| ISHARES TR | 3405 | 329876 | S&P MC 400GR ETF |
| APPLIED MATLS INC | 1279 | 328690 | COM |
| HUBBELL INC | 738 | 327753 | COM |
| PROSHARES TR | 2824 | 326858 | ULTRPRO S&P500 |
| VANGUARD INSTL INDEX FD | 4300 | 324349 | 0-3 MO TREAS BIL |
| VANGUARD WORLD FD | 2421 | 323179 | FINANCIALS ETF |
| ISHARES TR | 13993 | 322958 | IBONDS 2026 TERM |
| ULTA BEAUTY INC | 531 | 321260 | COM |
| JANUS DETROIT STR TR | 6300 | 318654 | HENDRSON AAA CL |
| NIKE INC | 4988 | 317785 | CL B |
| ALIBABA GROUP HLDG LTD | 2157 | 316173 | SPONSORED ADS |
| FERGUSON ENTERPRISES INC | 1414 | 314799 | COMMON STOCK NEW |
| NATIONAL GRID PLC | 4059 | 313964 | SPONSORED ADR NE |
| CINCINNATI FINL CORP | 1922 | 313931 | COM |
| VANGUARD WHITEHALL FDS | 3429 | 313582 | INTL DVD ETF |
| JOHNSON CTLS INTL PLC | 2602 | 311590 | SHS |
| AXON ENTERPRISE INC | 536 | 304410 | COM |
| ISHARES TR | 3174 | 299499 | MORNINGSTAR VALU |
| ISHARES TR | 2107 | 297424 | S&P SML 600 GWT |
| ISHARES TR | 3586 | 296813 | INTL DIV GRWTH |
| SONY GROUP CORP | 11212 | 287027 | SPONSORED ADR |
| UNITED RENTALS INC | 353 | 285690 | COM |
| NOVO-NORDISK A S | 5601 | 284965 | ADR |
| ENERGY TRANSFER L P | 17135 | 282556 | COM UT LTD PTN |
| PEMBINA PIPELINE CORP | 7350 | 279746 | COM |
| CLOUDFLARE INC | 1409 | 277784 | CL A COM |
| AMERICAN WTR WKS CO INC NEW | 2126 | 277501 | COM |
| VANGUARD CHARLOTTE FDS | 5741 | 277387 | TOTAL INT BD ETF |
| ISHARES INC | 5079 | 273918 | MSCI CDA ETF |
| SCHWAB STRATEGIC TR | 10907 | 271588 | 1 5YR CORP BD |
| EMERSON ELEC CO | 2046 | 271545 | COM |
| SPDR INDEX SHS FDS | 6099 | 270874 | PORTFOLIO DEVLPD |
| MCCORMICK & CO INC | 3954 | 269315 | COM NON VTG |
| UNILEVER PLC | 4091 | 267551 | SPON ADR NEW |
| EASTERN BANKSHARES INC | 14498 | 267192 | COM |
| REALTY INCOME CORP | 4723 | 266236 | COM |
| COMMERCIAL METALS CO | 3838 | 265666 | COM |
| SELECT SECTOR SPDR TR | 1703 | 264169 | STATE STREET IND |
| RIO TINTO PLC | 3284 | 262819 | SPONSORED ADR |
| INTUITIVE SURGICAL INC | 464 | 262791 | COM NEW |
| ILLINOIS TOOL WKS INC | 1065 | 262258 | COM |
| ICICI BANK LIMITED | 8799 | 262210 | ADR |
| NUVEEN TAXABLE MUNICPAL INM | 16594 | 262185 | COM |
| AIM ETF PRODUCTS TRUST | 5941 | 258519 | US LRGCP B10 OCT |
| ISHARES U S ETF TR | 5041 | 257595 | SHORT DURATION B |
| DOVER CORP | 1313 | 256378 | COM |
| ISHARES TR | 3066 | 253926 | 1 3 YR TREAS BD |
| ISHARES TR | 6396 | 252322 | INTL SEL DIV ETF |
| NUVEEN MUN VALUE FD INC | 27370 | 247972 | COM |
| CONSTELLATION ENERGY CORP | 697 | 246229 | COM |
| KINDER MORGAN INC DEL | 8935 | 245615 | COM |
| MONSTER BEVERAGE CORP NEW | 3184 | 244117 | COM |
| ROSS STORES INC | 1349 | 243009 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 7567 | 239342 | SHS |
| MSCI INC | 409 | 234656 | COM |
| ROBINHOOD MKTS INC | 2053 | 232194 | COM CL A |
| TRAVELERS COMPANIES INC | 796 | 230888 | COM |
| FIDELITY COVINGTON TRUST | 4038 | 228914 | HIGH DIVID ETF |
| BROADRIDGE FINL SOLUTIONS IN | 1024 | 228526 | COM |
| SOUTHERN CO | 2611 | 227697 | COM |
| ISHARES TR | 8776 | 223393 | IBDS DEC28 ETF |
| AMERICAN ELEC PWR CO INC | 1934 | 223010 | COM |
| FIRST TR EXCHNG TRADED FD VI | 8705 | 219105 | SMITH UNCONSTRAI |
| US BANCORP DEL | 4091 | 218296 | COM NEW |
| ISHARES TR | 1016 | 218125 | US AER DEF ETF |
| SYNCHRONY FINANCIAL | 2602 | 217085 | COM |
| ISHARES TR | 4208 | 212841 | ULTRA SHORT DUR |
| TOYOTA MOTOR CORP | 991 | 212133 | ADS |
| VANGUARD WORLD FD | 840 | 210983 | MEGA CAP INDEX |
| CBIZ INC | 4176 | 210679 | COM |
| SHELL PLC | 2867 | 210667 | SPON ADS |
| TRUIST FINL CORP | 4277 | 210476 | COM |
| VANGUARD INDEX FDS | 751 | 209634 | MCAP GR IDXVIP |
| LAM RESEARCH CORP | 1222 | 209182 | COM NEW |
| GENERAL DYNAMICS CORP | 616 | 207383 | COM |
| ASTRAZENECA PLC | 2243 | 206199 | SPONSORED ADR |
| BOSTON SCIENTIFIC CORP | 2156 | 205575 | COM |
| VANGUARD INDEX FDS | 969 | 205225 | SM CP VAL ETF |
| BEACON FINANCIAL CORP. | 7720 | 203576 | COM |
| VANGUARD BD INDEX FDS | 2553 | 201238 | SHORT TRM BOND |
| BP PLC | 5792 | 201156 | SPONSORED ADR |
| SABLE OFFSHORE CORP | 18188 | 164056 | COM SHS |
| BANCO SANTANDER SA | 13868 | 162672 | ADR |
| MONTE ROSA THERAPEUTICS INC | 10000 | 156800 | COM |
| BLACKROCK CR ALLOCATION INCO | 13500 | 146205 | COM |
| T1 ENERGY INC | 21425 | 143119 | COM NEW |
| NOMURA HLDGS INC | 12473 | 104648 | SPONSORED ADR |
| ELICIO THERAPEUTICS INC | 10000 | 79600 | COM |
| WIPRO LTD | 15843 | 44994 | SPON ADR 1 SH |
| SELECTQUOTE INC | 28480 | 40157 | COM |
| INOVIO PHARMACEUTICALS INC | 12559 | 21853 | COM SHS |
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