Clean Yield Group Portfolio Holdings by Sector
Clean Yield Group
- $285 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$23,676
8.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM MCHP TSM INTC ADI 12 stocks |
$18,495
6.48% of portfolio
|
6
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK SJW CWT WTRG MSEX 5 stocks |
$14,378
5.04% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG CL CHD KMB CLX ELF 7 stocks |
$13,778
4.83% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW INTU ANSS UBER SHOP HUBS TTD 20 stocks |
$12,728
4.46% of portfolio
|
10
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$11,536
4.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CHKP MSFT ORCL PLTR PANW WEX ADBE MDB 18 stocks |
$11,408
4.0% of portfolio
|
6
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY IBM FISV ACN INFY CTSH WIT LDOS 9 stocks |
$11,224
3.93% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN MRK ABBV AZN OGN PFE 11 stocks |
$11,083
3.88% of portfolio
|
- |
10
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK HPE MSI 4 stocks |
$9,586
3.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS SJM NOMD K BYND 6 stocks |
$8,373
2.93% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
KAI ITW GE WTS HLIO EMR TNC DOV 14 stocks |
$8,311
2.91% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CAC USB COLB HIFS FITB PNC BHB AROW 15 stocks |
$6,924
2.43% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$6,912
2.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$6,842
2.4% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VOD TU CMCSA T VZ 5 stocks |
$6,812
2.39% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX TMO A WAT MTD DHR NEOG IDXX 8 stocks |
$6,518
2.28% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI IRM DLR EQIX AMT 5 stocks |
$5,888
2.06% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY GRNB QQQ GLD VMBS GDX XLK IWF 41 stocks |
$5,831
2.04% of portfolio
|
8
|
7
|
5
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT IPGP 3 stocks |
$5,768
2.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV GDRX 2 stocks |
$5,100
1.79% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK WELL 2 stocks |
$4,825
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX BDX ALC ISRG MASI 5 stocks |
$4,787
1.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TAK ZTS HLN VTRS IRWD TLRY 6 stocks |
$4,379
1.53% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD YUM SBUX 4 stocks |
$4,115
1.44% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK SNN ABT EW ZBH MDT 6 stocks |
$3,688
1.29% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR SEDG 2 stocks |
$3,672
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS FDX 3 stocks |
$3,654
1.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$3,501
1.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG PLD IIPR 3 stocks |
$2,841
1.0% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,785
0.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP NSC CNI CSX 5 stocks |
$2,647
0.93% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX UTHR TSVT 4 stocks |
$2,546
0.89% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT TWLO DASH MTCH 7 stocks |
$2,487
0.87% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO MSCI FDS SPGI CME NDAQ 6 stocks |
$2,275
0.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,068
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$2,001
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,925
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF HIG AIG 4 stocks |
$1,877
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP MA V PYPL ALLY SYF QFIN IX 8 stocks |
$1,773
0.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO GPC WSM GRWG 5 stocks |
$1,620
0.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AMRC ACM 2 stocks |
$1,397
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR 4 stocks |
$1,320
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS CGNX VNT 4 stocks |
$1,270
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS HUM 4 stocks |
$1,267
0.44% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW NMR MS 3 stocks |
$770
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC IDA SO PCG 5 stocks |
$681
0.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET UNM PRU MFC 5 stocks |
$666
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI EBAY ETSY PDD JD 6 stocks |
$651
0.23% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC UBS MUFG RY SMFG BBVA HSBC 8 stocks |
$603
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$564
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA NXP NUW BK AMP TROW PFG STT 9 stocks |
$563
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW EMN IFF ECL 5 stocks |
$559
0.2% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$445
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW OLED 3 stocks |
$383
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB KMPR HMN L PGR ALL 7 stocks |
$359
0.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$356
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX CW LHX HWM 4 stocks |
$312
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$284
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR MAS TT TREX JCI 5 stocks |
$275
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$254
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$194
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$184
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC AON 3 stocks |
$178
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$141
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$124
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL NTAP 3 stocks |
$108
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS ARMK 2 stocks |
$94
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$93
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$89
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$86
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$74
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
LCID TSLA RIVN GM XPEV LVWR 6 stocks |
$66
0.02% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$64
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$48
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
WOR PRLB 2 stocks |
$48
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$44
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$38
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$24
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO BILI NTES 3 stocks |
$17
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE RDFN 2 stocks |
$17
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG ORA 2 stocks |
$14
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$6
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
CHX 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC 2 stocks |
$5
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CRTO BOC 2 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
LNW 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO RELX 2 stocks |
$2
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
ASR 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AGO 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU CHGG 2 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|