Clean Yield Group Incresed Positions in Q4 2024

Clean Yield Group

  • $293 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
5.39K
+ 5448.48%
$658.43 - $872.27 $3.55M - $4.71M
5.49K $3.81M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7.67K
+ 21297.22%
$260.53 - $404.79 $2M - $3.1M
7.7K $2.95M
AVGO
Broadcom Inc.

Technology
1.07K
+ 2.52%
$159.67 - $250.0 $171K - $268K
43.7K $10.1M
AAPL
Apple Inc.

Technology
676
+ 0.65%
$221.69 - $259.02 $150K - $175K
105K $26.3M
NFLX
Netflix Inc

Communication Services
1.83K
+ 26085.71%
$687.65 - $936.56 $1.26M - $1.71M
1.83K $1.63M
VITL
Vital Farms, Inc.

Consumer Defensive
27.7K
+ 91.76%
$28.13 - $40.91 $780K - $1.13M
58K $2.18M
NOW
Service Now, Inc.

Technology
414
+ 11.8%
$867.18 - $1148.42 $359K - $475K
3.92K $4.16M
NVDA
Nvidia Corp

Technology
57
+ 0.07%
$117.0 - $148.88 $6.67K - $8.49K
77.8K $10.4M
DGX
Quest Diagnostics Inc

Healthcare
3.98K
+ 17.75%
N/A
26.4K $3.62M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.3K
+ 14.2%
$138.59 - $156.61 $457K - $516K
26.5K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 54.61%
$873.59 - $994.69 $218K - $248K
705 $645K
GOOG
Alphabet Inc.

Communication Services
195
+ 3.46%
$163.08 - $198.16 $31.8K - $38.6K
5.83K $1.11M
HOLX
Hologic Inc

Healthcare
7.27K
+ 18.93%
$70.76 - $83.72 $514K - $608K
45.6K $3.29M
MKC
Mccormick & CO Inc

Consumer Defensive
7.22K
+ 10.56%
$73.97 - $84.09 $534K - $607K
75.5K $5.76M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
200
+ 1.85%
$180.39 - $205.43 $36.1K - $41.1K
11K $2.09M
IBM
International Business Machines Corp

Technology
627
+ 2.99%
$204.9 - $238.04 $128K - $149K
21.6K $4.74M
JPM
Jpmorgan Chase & CO

Financial Services
236
+ 13.74%
$205.18 - $250.29 $48.4K - $59.1K
1.95K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
806
+ 273.22%
$112.15 - $127.2 $90.4K - $103K
1.1K $133K
MSFT
Microsoft Corp

Technology
450
+ 3.43%
$406.35 - $454.46 $183K - $205K
13.6K $5.72M
EW
Edwards Lifesciences Corp

Healthcare
986
+ 4108.33%
$64.54 - $75.92 $63.6K - $74.9K
1.01K $74K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 7.22%
$1146.59 - $1270.6 $45.9K - $50.8K
594 $704K
PAYX
Paychex Inc

Industrials
118
+ 3.0%
$135.86 - $148.73 $16K - $17.6K
4.05K $568K
HD
Home Depot, Inc.

Consumer Cyclical
266
+ 6.58%
$385.02 - $431.37 $102K - $115K
4.31K $1.68M
CGNX
Cognex Corp

Technology
1.01K
+ 1686.67%
$35.61 - $43.05 $36K - $43.6K
1.07K $38K
APH
Amphenol Corp

Technology
268
+ 7.4%
$62.07 - $75.35 $16.6K - $20.2K
3.89K $270K
EMR
Emerson Electric CO

Industrials
10
+ 0.78%
$108.13 - $134.33 $1.08K - $1.34K
1.29K $159K
ANSS
Ansys Inc

Technology
21
+ 3.27%
$313.05 - $361.45 $6.57K - $7.59K
663 $223K
CB
Chubb LTD

Financial Services
43
+ 29.05%
$271.57 - $301.89 $11.7K - $13K
191 $52K
AGZ
Ishares Agency Bond ETF

ETFs
102
+ 18.61%
$107.68 - $110.37 $11K - $11.3K
650 $70K
KMX
Carmax Inc

Consumer Cyclical
20
+ 1.11%
$71.11 - $87.2 $1.42K - $1.74K
1.82K $148K
DHR
Danaher Corp

Healthcare
197
+ 26.8%
$226.16 - $274.52 $44.6K - $54.1K
932 $213K
PANW
Palo Alto Networks Inc

Technology
267
+ 100.0%
$181.96 - $405.9 $48.6K - $108K
534 $97K
FISV
Fiserv Inc

Technology
44
+ 25.88%
N/A
214 $26K
HUBB
Hubbell Inc

Industrials
196
+ 2.4%
$418.89 - $472.12 $82.1K - $92.5K
8.36K $3.5M
LECO
Lincoln Electric Holdings Inc

Industrials
24
+ 141.18%
$187.47 - $219.94 $4.5K - $5.28K
41 $7K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 62.5%
$406.92 - $495.42 $2.03K - $2.48K
13 $5K
ECL
Ecolab Inc.

Basic Materials
10
+ 24.39%
$234.32 - $261.43 $2.34K - $2.61K
51 $11K
SCHG
Schwab Strategic Tr Us Large C

ETFs
456
+ 300.0%
$25.93 - $105.3 $11.8K - $48K
608 $16K
XLE
Energy Sector Spdr

ETFs
1
+ 0.61%
$83.32 - $97.27 $83.3 - $97.3
166 $14K
Ferguson Enterprises Inc Common Stock New
5.53K
+ 27.09%
N/A
26K $0
WIT
Wipro LTD

Technology
1.55K
+ 100.0%
$3.54 - $7.24 $5.48K - $11.2K
3.1K $10K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.89%
$105.78 - $108.7 $423 - $435
454 $48K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
2
+ 0.61%
$18.36 - $19.53 $36.7 - $39.1
330 $6K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13K
+ 200.0%
$26.93 - $84.95 $30.5K - $96.2K
1.7K $46K
SYK
Stryker Corp

Healthcare
7
+ 0.15%
$345.14 - $392.15 $2.42K - $2.75K
4.6K $1.66M
RTX
Raytheon Technologies Corp

Industrials
15
+ 1.06%
$114.45 - $127.21 $1.72K - $1.91K
1.42K $164K
SONY
Sony Group Corp

Technology
233
+ 139.52%
$17.53 - $96.8 $4.08K - $22.6K
400 $8K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 0.58%
$66.64 - $135.61 $66.6 - $136
173 $11K
MTD
Mettler Toledo International Inc

Healthcare
15
+ 7.08%
$1160.67 - $1498.12 $17.4K - $22.5K
227 $277K
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clean Yield Group Portfolio

Follow Clean Yield Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email