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Canton Hathaway, LLC Top Holdings and 13F Report (2025)

About Canton Hathaway, LLC

Investment Activity

  • Canton Hathaway, LLC has $494.90 thousand in total holdings as of March 31, 2025.
  • Canton Hathaway, LLC owns shares of 270 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 16.35% of the portfolio was purchased this quarter.
  • About 3.07% of the portfolio was sold this quarter.
  • This quarter, Canton Hathaway, LLC has purchased 250 new stocks and bought additional shares in 57 stocks.
  • Canton Hathaway, LLC sold shares of 27 stocks and completely divested from 24 stocks this quarter.

Largest New Holdings this Quarter

G0403H108 - AON
$1,397 Holding
92189F692 - VanEck Pharmaceutical ETF
$911 Holding
62944T105 - NVR
$906 Holding
74762E102 - Quanta Services
$890 Holding
693475105 - The PNC Financial Services Group
$879 Holding

Largest Purchases this Quarter

Berkshire Hathaway
28 shares (about $22.36K)
Berkshire Hathaway
12,200 shares (about $6.50K)
Microsoft
7,600 shares (about $2.85K)
Broadcom
15,000 shares (about $2.51K)
NVIDIA
23,043 shares (about $2.50K)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF
11,000 shares (about $1.09K)
PepsiCo
5,896 shares (about $884.18)
SPDR S&P Biotech ETF
8,415 shares (about $682.14)
SPDR Gold Shares
1,084 shares (about $312.35)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCanton Hathaway, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$247,517$22,356 9.9%31050.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,708$8 0.0%51,9705.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,995$6,498 100.0%24,3992.6%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,021$312 -2.8%38,2482.2%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$9,716$1,088 -10.1%98,2162.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,4520.0%115,6491.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,098$2,853 45.7%24,2361.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$6,584$1,328 25.3%42,1401.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,430$2,401 59.6%33,7951.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$6,099$1,200 24.5%27,4571.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$5,876$2,033 52.9%16,7661.2%Business Services
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,191$27 -0.5%55,5481.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,144$232 -4.3%39,2481.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,8630.0%24,3771.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,6210.0%18,8390.9%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,235$213 -4.8%20,5100.9%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$4,127$634 18.1%133,1690.8%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,546$92 -2.5%43,4210.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,502$2,497 248.6%32,3130.7%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,998$304 -9.2%31,0880.6%ETF
Danaher Corporation stock logo
DHR
Danaher
$2,901$528 22.2%14,1500.6%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,865$210 -6.8%14,5100.6%Finance
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$2,840$44 1.6%36,0230.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,530$2,512 13,636.4%15,1100.5%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$2,286$210 -8.4%16,3520.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,263$1,287 131.8%14,6310.5%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$2,2210.0%9,5930.4%Business Services
Brookline Bancorp, Inc. stock logo
BRKL
Brookline Bancorp
$2,080$93 4.7%190,7900.4%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,015$1,614 402.9%27,6600.4%Computer and Technology
Dorchester Minerals, L.P. stock logo
DMLP
Dorchester Minerals
$1,944$1,388 249.9%64,6400.4%Energy
QXO Inc
$1,859$42 -2.2%137,2870.4%COM
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,850$576 45.2%14,4610.4%Finance
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,806$147 -7.5%18,8590.4%ETF
Grayscale Bitcoin Trust (BTC)
$1,7730.0%27,2000.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,7220.0%2,0850.3%Medical
Spotify Technology stock logo
SPOT
Spotify Technology
$1,7030.0%3,0960.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,676$1,166 228.8%7,1850.3%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,5070.0%34,4850.3%Finance
Trinity Capital Inc. stock logo
TRIN
Trinity Capital
$1,444$1,028 247.3%95,2560.3%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,4410.0%5,3000.3%Industrials
Flutter Entertainment PLC
$1,438$1,126 360.3%6,4900.3%COM
Aon plc stock logo
AON
AON
$1,397$1,397 New Holding3,5000.3%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,316$1,134 624.3%18,5630.3%Utilities
The Progressive Corporation stock logo
PGR
Progressive
$1,274$1,221 2,319.4%4,5000.3%Finance
Ares Capital Corporation stock logo
ARCC
Ares Capital
$1,219$672 122.7%55,0050.2%Finance
Fastenal Company stock logo
FAST
Fastenal
$1,2080.0%15,5750.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,173$219 22.9%7,0750.2%Medical
Blackrock Inc
$1,1510.0%1,2160.2%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,130$597 112.0%2,2710.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,108$579 109.4%12,3480.2%Medical
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$1,079$733 212.2%48,2300.2%Finance
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$1,0520.0%70,1070.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,046$204 -16.3%10,1840.2%Computer and Technology
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$1,0070.0%6,2450.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$946$209 -18.1%3,6520.2%Auto/Tires/Trucks
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$911$911 New Holding10,0000.2%Manufacturing
NVR, Inc. stock logo
NVR
NVR
$906$906 New Holding1250.2%Construction
Quanta Services, Inc. stock logo
PWR
Quanta Services
$890$890 New Holding3,5000.2%Construction
American Water Works Company, Inc. stock logo
AWK
American Water Works
$885$738 500.0%6,0000.2%Utilities
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$879$879 New Holding5,0000.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$8630.0%9250.2%Consumer Discretionary
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
$823$363 79.0%21,4750.2%Finance
Iberdrola, S.A. stock logo
IBDSF
Iberdrola
$823$823 New Holding51,0000.2%Utilities
Morgan Stanley stock logo
MS
Morgan Stanley
$7850.0%6,7250.2%Finance
CMS Energy Corporation stock logo
CMS
CMS Energy
$751$751 New Holding10,0000.2%Utilities
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$717$682 -48.8%8,8450.1%ETF
ResMed Inc. stock logo
RMD
ResMed
$716$716 New Holding3,2000.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$702$102 17.1%20,5500.1%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6940.0%1,2400.1%Finance
Nokia Corporation stock logo
NOK
Nokia
$689$689 New Holding130,7000.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$687$264 -27.8%1,1920.1%Computer and Technology
Linde plc
$652$652 New Holding1,4000.1%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$609$884 -59.2%4,0610.1%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$609$609 New Holding5,0000.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6010.0%9,7380.1%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$569$569 New Holding4,5000.1%Energy
RTX Corporation stock logo
RTX
RTX
$5670.0%4,2780.1%Aerospace
Ford Motor Company stock logo
F
Ford Motor
$559$0 0.0%55,7060.1%Auto/Tires/Trucks
Adobe Inc. stock logo
ADBE
Adobe
$553$527 2,052.2%1,4420.1%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$522$522 New Holding2,4000.1%Finance
Biohaven Ltd. stock logo
BHVN
Biohaven
$5130.0%21,3500.1%Medical
Enact Holdings, Inc. stock logo
ACT
Enact
$509$452 795.1%14,6350.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$5010.0%3,5850.1%Computer and Technology
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$494$494 New Holding2,3000.1%Finance
Forian Inc. stock logo
FORA
Forian
$491$49 -9.0%245,3500.1%Medical
WesBanco, Inc. stock logo
WSBC
WesBanco
$4880.0%15,7620.1%Finance
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$487$487 New Holding16,3500.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$479$479 New Holding2,8100.1%Computer and Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$474$474 New Holding24,1000.1%Energy
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$474$156 49.0%70,5000.1%Business Services
iShares Bitcoin Trust ETF
$4680.0%10,0000.1%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$4460.0%24,0000.1%Energy
VERALTO ORD WI
$445$224 101.5%4,5660.1%COM
Trane Technologies plc stock logo
TT
Trane Technologies
$438$397 956.9%1,3000.1%Construction
Bain Capital Specialty Finance, Inc. stock logo
BCSF
Bain Capital Specialty Finance
$435$435 New Holding26,1750.1%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$434$407 1,500.0%6,4000.1%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$4260.0%1,5880.1%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4230.0%7750.1%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$422$422 New Holding7250.1%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$4140.0%3,7000.1%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$411$411 New Holding1,1200.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$4090.0%1,1150.1%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$4030.0%1,6210.1%Computer and Technology
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$385$385 New Holding1,3500.1%Industrials
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$375$375 New Holding2,6000.1%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$3540.0%1,2000.1%Basic Materials
Guardant Health, Inc. stock logo
GH
Guardant Health
$353$353 New Holding8,2800.1%Medical
CrowdStrike stock logo
CRWD
CrowdStrike
$3530.0%1,0000.1%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$347$294 554.2%1,5700.1%Business Services
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$347$265 324.4%23,6400.1%Finance
MP Materials Corp. stock logo
MP
MP Materials
$347$347 New Holding14,2000.1%Basic Materials
Rexel S.A. stock logo
RXLSF
Rexel
$343$343 New Holding12,8000.1%Computer and Technology
Genius Sports Limited stock logo
GENI
Genius Sports
$3430.0%34,3000.1%Computer and Technology
Great Lakes Dredge & Dock Corporation stock logo
GLDD
Great Lakes Dredge & Dock
$340$8 2.4%39,1000.1%Construction
Goldman Sachs BDC, Inc. stock logo
GSBD
Goldman Sachs BDC
$322$190 144.0%27,7200.1%Finance
Corning Incorporated stock logo
GLW
Corning
$320$15 -4.6%7,0000.1%Computer and Technology
Carrier Global Corporation stock logo
CARR
Carrier Global
$3170.0%5,0000.1%Construction
General Cable Corp stock logo
BGC
General Cable
$311$271 677.6%33,9050.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$3090.0%1,4760.1%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$3060.0%4,6950.1%Business Services
3M Company stock logo
MMM
3M
$301$18 -5.7%2,0500.1%Multi-Sector Conglomerates
ASML Holding N.V. stock logo
ASML
ASML
$298$298 New Holding4500.1%Computer and Technology
Landbridge Co Llc Cl A
$294$59 25.2%4,0810.1%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2920.0%5200.1%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$2680.0%6,5160.1%Finance
LKQ Corporation stock logo
LKQ
LKQ
$255$255 New Holding6,0000.1%Auto/Tires/Trucks
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$251$61 -19.6%12,0000.1%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$2410.0%3,3700.0%Consumer Staples
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$232$82 54.8%3,7300.0%Basic Materials
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$231$231 New Holding5,8700.0%Medical
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$2290.0%6,2740.0%Finance
EQT Corporation stock logo
EQT
EQT
$214$214 New Holding4,0000.0%Energy
Camden Property Trust stock logo
CPT
Camden Property Trust
$213$21 11.2%1,7400.0%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2080.0%1,2210.0%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$208$156 303.0%6650.0%Retail/Wholesale
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2010.0%4500.0%Aerospace
GRAYSCALE BITCOIN MINI TRUST ETF
$1990.0%5,4400.0%ETF
Samsara Inc. stock logo
IOT
Samsara
$1920.0%5,0000.0%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$1890.0%5,1280.0%Consumer Discretionary
NVE Corporation stock logo
NVEC
NVE
$188$122 185.0%2,9500.0%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1810.0%5930.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1770.0%2,0160.0%Retail/Wholesale
Cameco Corporation stock logo
CCJ
Cameco
$165$250 -60.2%4,0000.0%Basic Materials
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$161$142 -46.9%2,8760.0%ETF
Carlyle Secured Lending, Inc. stock logo
CGBD
Carlyle Secured Lending
$158$115 271.0%9,7950.0%Finance
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$1570.0%2,3000.0%ETF
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$1440.0%4,0000.0%Finance
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$1440.0%2,4000.0%Retail/Wholesale
Primoris Services Co. stock logo
PRIM
Primoris Services
$144$29 25.0%2,5000.0%Construction
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$136$56 70.0%8500.0%Consumer Discretionary
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$1340.0%2,2340.0%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$1340.0%3,2080.0%Finance
Mvb Financial Corp. stock logo
MVBF
Mvb Financial
$1310.0%7,5740.0%Finance
Ares Management Corporation stock logo
ARES
Ares Management
$127$11 9.5%8650.0%Finance
Direxion Daily Small Cap Bull 3X Shares stock logo
TNA
Direxion Daily Small Cap Bull 3X Shares
$120$120 New Holding4,1000.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1200.0%2300.0%Medical
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$118$118 New Holding2,0610.0%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1150.0%9630.0%Energy
Oaktree Specialty Lending Corp. stock logo
OCSL
Oaktree Specialty Lending
$113$68 152.6%7,3500.0%Finance
Brookfield Infrastructure Corp
$109$109 New Holding3,0000.0%COM
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$105$105 New Holding3,0000.0%Manufacturing
Toast, Inc. stock logo
TOST
Toast
$1020.0%3,0900.0%Computer and Technology
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$96$96 New Holding1,0500.0%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$94$94 New Holding1,6500.0%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$940.0%5900.0%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$930.0%3400.0%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$920.0%8000.0%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$90$10 -10.0%5860.0%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$890.0%5150.0%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$830.0%5260.0%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$800.0%1,7710.0%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$800.0%1,3400.0%Consumer Staples
Fortinet, Inc. stock logo
FTNT
Fortinet
$79$79 New Holding8200.0%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$780.0%3,0790.0%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$77$17 27.6%1,2700.0%Medical
Hess Corporation stock logo
HES
Hess
$760.0%4770.0%Energy
Chevron Corporation stock logo
CVX
Chevron
$750.0%4490.0%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$740.0%1,4600.0%ETF
Atlas Energy Solutions Inc
$73$73 New Holding4,1000.0%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$720.0%2170.0%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$680.0%6850.0%Consumer Discretionary
SPDR S&P Software & Services ETF stock logo
XSW
SPDR S&P Software & Services ETF
$680.0%4230.0%ETF
Network-1 Technologies, Inc. stock logo
NTIP
Network-1 Technologies
$67$67 New Holding51,8910.0%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$670.0%2150.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$660.0%5000.0%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$660.0%4300.0%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$650.0%7050.0%Utilities
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$650.0%3480.0%ETF
Runway Growth Finance Corp. stock logo
RWAY
Runway Growth Finance
$63$63 New Holding6,1050.0%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$610.0%1,2360.0%Energy
MariMed Inc. stock logo
MRMD
MariMed
$610.0%645,1000.0%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$610.0%1150.0%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$560.0%1100.0%Aerospace
Honeywell International Inc. stock logo
HON
Honeywell International
$560.0%2650.0%Multi-Sector Conglomerates
General Dynamics Corporation stock logo
GD
General Dynamics
$550.0%2000.0%Aerospace
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$550.0%7000.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$540.0%3010.0%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$530.0%1860.0%Finance
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$520.0%1,5010.0%Finance
VersaBank stock logo
VBNK
VersaBank
$51$51 New Holding4,8750.0%Finance
Dominion Energy Inc. stock logo
D
Dominion Energy
$500.0%9000.0%Utilities
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$500.0%8280.0%ETF
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$48$48 New Holding3250.0%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$47$12 -19.8%4250.0%Transportation
Booking Holdings Inc. stock logo
BKNG
Booking
$460.0%100.0%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$450.0%900.0%Medical
FIDELITY WISE ORIGIN BITCOIN FUND
$45$11 31.6%6250.0%ETF
eBay Inc. stock logo
EBAY
eBay
$440.0%6530.0%Retail/Wholesale
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$440.0%6250.0%Transportation
Stryker Corporation stock logo
SYK
Stryker
$430.0%1150.0%Medical
Reddit Inc
$43$43 New Holding4100.0%COM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock logo
OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
$420.0%1,0000.0%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$420.0%690.0%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$410.0%1230.0%Construction
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$410.0%420.0%Industrials
Duke Energy Corporation stock logo
DUK
Duke Energy
$40$17 -29.7%3310.0%Utilities
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$400.0%1640.0%Finance
Washington Trust Bancorp, Inc. stock logo
WASH
Washington Trust Bancorp
$390.0%1,2500.0%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$390.0%3450.0%Medical
The Boeing Company stock logo
BA
Boeing
$390.0%2300.0%Aerospace
ConocoPhillips stock logo
COP
ConocoPhillips
$380.0%3660.0%Energy
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$380.0%3950.0%ETF
Accenture PLC stock logo
ACN
Accenture
$370.0%1200.0%Computer and Technology
American Express Company stock logo
AXP
American Express
$350.0%1300.0%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$35$1 2.8%4110.0%Business Services
Humana Inc. stock logo
HUM
Humana
$350.0%1340.0%Medical
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
$340.0%5000.0%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$330.0%3000.0%Utilities
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$330.0%1900.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$330.0%1500.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$330.0%7380.0%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$320.0%4030.0%Construction
Medtronic PLC stock logo
MDT
Medtronic
$31$6 24.1%3500.0%Medical
Nestle SA stock logo
NSRGY
Nestle
$310.0%3070.0%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$310.0%2870.0%Industrials
CVS Health Corporation stock logo
CVS
CVS Health
$310.0%4560.0%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$300.0%1190.0%Basic Materials
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$300.0%7300.0%Finance
Palantir Technologies Inc
$30$69 -69.6%3500.0%COM
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$300.0%6120.0%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$300.0%620.0%Medical
NIKE, Inc. stock logo
NKE
NIKE
$290.0%4630.0%Consumer Discretionary
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$290.0%200.0%Retail/Wholesale
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$290.0%850.0%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$290.0%1670.0%Finance
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$280.0%2130.0%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$280.0%1370.0%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$270.0%2880.0%Consumer Staples
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$270.0%2650.0%Medical
Independent Bank Corp. stock logo
INDB
Independent Bank
$270.0%4240.0%Finance
Intel Corporation stock logo
INTC
Intel
$270.0%1,1850.0%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$270.0%3890.0%Manufacturing
McKesson Corporation stock logo
MCK
McKesson
$270.0%400.0%Medical
Valero Energy Corporation stock logo
VLO
Valero Energy
$260.0%2000.0%Energy
Crown Castle Inc. stock logo
CCI
Crown Castle
$26$9 -25.4%2500.0%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$250.0%5000.0%Retail/Wholesale
Ameren Corporation stock logo
AEE
Ameren
$250.0%2500.0%Utilities
Starbucks Corporation stock logo
SBUX
Starbucks
$250.0%2500.0%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$240.0%300.0%Computer and Technology
Black Hills Corporation stock logo
BKH
Black Hills
$240.0%4000.0%Utilities
Chubb Limited stock logo
CB
Chubb
$230.0%760.0%Finance
General Mills, Inc. stock logo
GIS
General Mills
$230.0%3800.0%Consumer Staples
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$230.0%2100.0%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$230.0%1,0000.0%ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$220.0%850.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$210.0%850.0%Industrials
FirstEnergy Corporation stock logo
FE
FirstEnergy
$20$20 New Holding5000.0%Utilities
Franklin BSP Capital Corp
$200.0%1,4260.0%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$200.0%800.0%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$20$20 New Holding1420.0%Consumer Staples
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$3,918 -100.0%00.0%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$0$3,395 -100.0%00.0%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$0$808 -100.0%00.0%ETF
Docusign Inc. stock logo
DOCU
Docusign
$0$225 -100.0%00.0%Computer and Technology
NexGen Energy stock logo
NXE
NexGen Energy
$0$193 -100.0%00.0%Basic Materials
Vertiv Holdings Co. stock logo
VRT
Vertiv
$0$170 -100.0%00.0%Computer and Technology
GitLab Inc. stock logo
GTLB
GitLab
$0$148 -100.0%00.0%Computer and Technology
iPath S&P 500 VIX Futures ETN
$0$94 -100.0%00.0%ETF
Denison Mine Corp stock logo
DNN
Denison Mine
$0$74 -100.0%00.0%Basic Materials
Nu Holdings Ltd. stock logo
NU
NU
$0$64 -100.0%00.0%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$0$40 -100.0%00.0%Energy
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$0$28 -100.0%00.0%Basic Materials
Kinetik Holdings Inc
$0$28 -100.0%00.0%COM
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$0$26 -100.0%00.0%Industrials
Moderna, Inc. stock logo
MRNA
Moderna
$0$25 -100.0%00.0%Medical
International Paper Company stock logo
IP
International Paper
$0$24 -100.0%00.0%Basic Materials
Corteva, Inc. stock logo
CTVA
Corteva
$0$23 -100.0%00.0%Consumer Staples
Dow Inc. stock logo
DOW
DOW
$0$22 -100.0%00.0%Basic Materials
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$0$22 -100.0%00.0%Construction
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$0$22 -100.0%00.0%Medical
Coupang, Inc. stock logo
CPNG
Coupang
$0$22 -100.0%00.0%Retail/Wholesale
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$22 -100.0%00.0%Computer and Technology
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$0$21 -100.0%00.0%Consumer Discretionary
United Rentals, Inc. stock logo
URI
United Rentals
$0$20 -100.0%00.0%Construction
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