13F-HR filed by NATURAL INVESTMENTS, LLC
NATURAL INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 246 holding rows worth $352,731,000.
- Accession
- 0001842974-25-000006
- Filer
- CIK 1800245
- Filed
- 2025-05-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 246 entries on the cover page, a total value of $352,731,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $352,731,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-20215. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 94,258 | $20,937,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 51,548 | $19,350,000 | thousands, detected and multiplied | |
| AXS GREEN ALPHA ETF | 46144X586 | ETF | 477,247 | $14,178,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 110,073 | $11,929,000 | thousands, detected and multiplied | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 94,028 | $9,629,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 42,234 | $8,848,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 18,789 | $6,885,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 12,422 | $6,808,000 | thousands, detected and multiplied | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 232,292 | $6,792,000 | thousands, detected and multiplied | |
| ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | 886364876 | UIT EXCHANGE TRADED | 348,869 | $6,312,000 | thousands, detected and multiplied | |
| Abbott Laboratories | 002824100 | COM | 41,827 | $5,548,000 | thousands, detected and multiplied | |
| US VEGAN CLIMATE ETF | 26922A297 | ETF | 109,567 | $5,447,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 33,136 | $5,124,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 27,144 | $4,505,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 5,399 | $4,459,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 9,201 | $4,284,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,765 | $3,867,000 | thousands, detected and multiplied | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 22,292 | $3,803,000 | thousands, detected and multiplied | |
| American Tower Corporation | 03027X100 | COM | 16,095 | $3,502,000 | thousands, detected and multiplied | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 45,662 | $3,356,000 | thousands, detected and multiplied | |
| EA SERIES TRUST | 02072L177 | STANCE SUSTAINAB | 140,697 | $3,336,000 | thousands, detected and multiplied | |
| INVESTMENT MANAGERS SER TR I | 46144X107 | AXS CHANGE FINAN | 90,511 | $3,333,000 | thousands, detected and multiplied | |
| ServiceNow,Inc. | 81762P102 | COM | 4,161 | $3,312,000 | thousands, detected and multiplied | |
| ECOLAB INC COM | 278865100 | Stock | 12,503 | $3,169,000 | thousands, detected and multiplied | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 4,601 | $3,048,000 | thousands, detected and multiplied | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 11,417 | $3,019,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,127 | $2,957,000 | thousands, detected and multiplied | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 9,622 | $2,863,000 | thousands, detected and multiplied | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 25,036 | $2,753,000 | thousands, detected and multiplied | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 8,079 | $2,722,000 | thousands, detected and multiplied | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 21,386 | $2,716,000 | thousands, detected and multiplied | |
| Eaton Corp. Plc | G29183103 | COM | 9,792 | $2,661,000 | thousands, detected and multiplied | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 5,324 | $2,649,000 | thousands, detected and multiplied | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 94,897 | $2,649,000 | thousands, detected and multiplied | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 31,203 | $2,568,000 | thousands, detected and multiplied | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 26,705 | $2,549,000 | thousands, detected and multiplied | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 41,209 | $2,453,000 | thousands, detected and multiplied | |
| SAP SE SPON ADR | 803054204 | ADR | 9,074 | $2,435,000 | thousands, detected and multiplied | |
| Union Pacific Corporation | 907818108 | COM | 10,293 | $2,431,000 | thousands, detected and multiplied | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 13,915 | $2,400,000 | thousands, detected and multiplied | |
| ALCON AG ORD SHS | H01301128 | Stock | 25,140 | $2,386,000 | thousands, detected and multiplied | |
| MANAGER DIRECTED PORTFOLIOS | 56170L695 | VERT GLB SUST RE | 232,125 | $2,353,000 | thousands, detected and multiplied | |
| MERCADOLIBREINC | 58733R102 | STOK | 1,199 | $2,338,000 | thousands, detected and multiplied | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 15,560 | $2,295,000 | thousands, detected and multiplied | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 12,739 | $2,239,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 8,158 | $2,195,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 12,745 | $2,171,000 | thousands, detected and multiplied | |
| AMPLIFY ETF TR | 032108557 | ETHO CLI LEA ETF | 38,415 | $2,112,000 | thousands, detected and multiplied | |
| Accenture Plc Class A | G1151C101 | COM | 6,675 | $2,082,000 | thousands, detected and multiplied | |
| AUTODESK INC COM | 052769106 | Stock | 7,426 | $1,944,000 | thousands, detected and multiplied | |
| PepsiCo,Inc. | 713448108 | COM | 12,960 | $1,943,000 | thousands, detected and multiplied | |
| Prologis,Inc. | 74340W103 | COM | 17,058 | $1,906,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 5,362 | $1,879,000 | thousands, detected and multiplied | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 37,258 | $1,870,000 | thousands, detected and multiplied | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 68,657 | $1,743,000 | thousands, detected and multiplied | |
| WABTEC COM | 929740108 | Stock | 9,530 | $1,728,000 | thousands, detected and multiplied | |
| XYLEM INC COM | 98419M100 | Stock | 14,211 | $1,697,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10,685 | $1,669,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,596,000 | thousands, detected and multiplied | |
| QUAKER INVT TR | 74741A106 | AFFORDABLE HOUS | 89,885 | $1,541,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 9,194 | $1,539,000 | thousands, detected and multiplied | |
| FRANKLIN ETF TR | 353506108 | SHRT DUR US GOVT | 16,905 | $1,534,000 | thousands, detected and multiplied | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,995 | $1,526,000 | thousands, detected and multiplied | |
| MANAGED PORTFOLIO SERIES | 56167N753 | TORTOISE GLOBAL | 31,495 | $1,490,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 4,737 | $1,475,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 2,593 | $1,450,000 | thousands, detected and multiplied | |
| VANECK ETF TRUST | 92189F171 | GREEN BOND ETF | 60,014 | $1,444,000 | thousands, detected and multiplied | |
| EAST WEST BANCORP INC COM | 27579R104 | Stock | 15,855 | $1,423,000 | thousands, detected and multiplied | |
| Netflix, Inc | 64110L106 | COM | 1,521 | $1,418,000 | thousands, detected and multiplied | |
| ORMAT TECHNOLOGIES INC | 686688102 | COM | 19,333 | $1,368,000 | thousands, detected and multiplied | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 4,588 | $1,298,000 | thousands, detected and multiplied | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 19,211 | $1,276,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,376 | $1,265,000 | thousands, detected and multiplied | |
| NIKE,Inc. Class B | 654106103 | COM | 19,928 | $1,265,000 | thousands, detected and multiplied | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 18,208 | $1,264,000 | thousands, detected and multiplied | |
| 3M CO COM | 88579Y101 | Stock | 8,488 | $1,246,000 | thousands, detected and multiplied | |
| FIRST SOLAR INC COM | 336433107 | Stock | 9,827 | $1,242,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,299 | $1,204,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 4,783 | $1,189,000 | thousands, detected and multiplied | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 27,532 | $1,160,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 12,571 | $1,128,000 | thousands, detected and multiplied | |
| Stryker Corporation | 863667101 | COM | 2,950 | $1,098,000 | thousands, detected and multiplied | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 15,593 | $1,094,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 12,341 | $1,083,000 | thousands, detected and multiplied | |
| Johnson & Johnson | 478160104 | COM | 6,519 | $1,081,000 | thousands, detected and multiplied | |
| GLOBAL PMTS INC | 37940X102 | COM | 10,360 | $1,014,000 | thousands, detected and multiplied | |
| VANECK ETF TRUST | 92189H813 | HIP SUSTBLE MUNI | 22,236 | $1,008,000 | thousands, detected and multiplied | |
| GLOBAL X FDS | 37954Y707 | RENEWABLE ENERGY | 110,980 | $911,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 4,768 | $907,000 | thousands, detected and multiplied | |
| HALEON PLC SPON ADS | 405552100 | ADR | 88,095 | $906,000 | thousands, detected and multiplied | |
| iShares MBS ETF | 464288588 | SHS | 9,595 | $899,000 | thousands, detected and multiplied | |
| Chubb Limited | H1467J104 | COM | 2,922 | $882,000 | thousands, detected and multiplied | |
| T-Mobile US,Inc. | 872590104 | COM | 3,270 | $872,000 | thousands, detected and multiplied | |
| Starbucks Corporation | 855244109 | COM | 8,879 | $870,000 | thousands, detected and multiplied | |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 824596100 | ADR | 27,085 | $868,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 14,028 | $865,000 | thousands, detected and multiplied | |
| Danaher Corporation | 235851102 | COM | 4,221 | $865,000 | thousands, detected and multiplied | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 5,365 | $859,000 | thousands, detected and multiplied | |
| SHENANDOAH TELECOMMUNICATION | 82312B106 | COMMON STOCK | 68,302 | $858,000 | thousands, detected and multiplied | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 38,189 | $846,000 | thousands, detected and multiplied | |
| Lowes Companies,Inc. | 548661107 | COM | 3,515 | $819,000 | thousands, detected and multiplied | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 15,489 | $780,000 | thousands, detected and multiplied | |
| BLACKROCK TAX MUNICPAL BD TR | 09248X100 | SHS | 45,812 | $764,000 | thousands, detected and multiplied | |
| TJX Companies Inc | 872540109 | COM | 6,105 | $743,000 | thousands, detected and multiplied | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 11,301 | $741,000 | thousands, detected and multiplied | |
| ALLSTATE CORP COM | 020002101 | Stock | 3,542 | $733,000 | thousands, detected and multiplied | |
| Bank of America Corp | 060505104 | COM | 17,387 | $725,000 | thousands, detected and multiplied | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 5,125 | $724,000 | thousands, detected and multiplied | |
| Cigna Corporation | 125523100 | COM | 2,173 | $714,000 | thousands, detected and multiplied | |
| USBANCORPDEL | 902973304 | COM NEW | 16,823 | $710,000 | thousands, detected and multiplied | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,810 | $697,000 | thousands, detected and multiplied | |
| Adobe Inc | 00724F101 | COM | 1,775 | $680,000 | thousands, detected and multiplied | |
| Deere & Company | 244199105 | COM | 1,431 | $671,000 | thousands, detected and multiplied | |
| LEGG MASON ETF INVT | 524682200 | CMN | 9,620 | $671,000 | thousands, detected and multiplied | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,239 | $654,000 | thousands, detected and multiplied | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 12,213 | $640,000 | thousands, detected and multiplied | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 10,544 | $631,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 1,319 | $618,000 | thousands, detected and multiplied | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 19,791 | $602,000 | thousands, detected and multiplied | |
| AMALGAMATED FINANCIAL CORP | 022671101 | COM | 20,495 | $589,000 | thousands, detected and multiplied | |
| Elevance Health, Inc. | 036752103 | COM | 1,311 | $570,000 | thousands, detected and multiplied | |
| Gilead Sciences,Inc. | 375558103 | COM | 5,066 | $567,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 17,825 | $567,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 25,454 | $564,000 | thousands, detected and multiplied | |
| CREDICORP LTD | G2519Y108 | COM | 3,017 | $561,000 | thousands, detected and multiplied | |
| VITAL FARMS INC | 92847W103 | COM | 18,336 | $558,000 | thousands, detected and multiplied | |
| Intuit Inc. | 461202103 | COM | 894 | $548,000 | thousands, detected and multiplied | |
| Comcast Corp | 20030N101 | COM | 14,630 | $539,000 | thousands, detected and multiplied | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 97,936 | $538,000 | thousands, detected and multiplied | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 10,488 | $535,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 7,363 | $527,000 | thousands, detected and multiplied | |
| MORGAN STANLEY ETF TRUST | 61774R304 | CALVERT US LRGCP | 7,574 | $510,000 | thousands, detected and multiplied | |
| ZOETIS INC CL A | 98978V103 | Stock | 3,086 | $508,000 | thousands, detected and multiplied | |
| CAVAGROUPINC | 148929102 | STOK | 5,783 | $499,000 | thousands, detected and multiplied | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 908 | $499,000 | thousands, detected and multiplied | |
| Pfizer Inc. | 717081103 | COM | 19,491 | $493,000 | thousands, detected and multiplied | |
| WATERS CORP COM | 941848103 | Stock | 1,336 | $492,000 | thousands, detected and multiplied | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 3,323 | $490,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 1,783 | $478,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 10,113 | $458,000 | thousands, detected and multiplied | |
| MORGAN STANLEY ETF TRUST | 61774R601 | CALVERT ULT SHR | 9,043 | $457,000 | thousands, detected and multiplied | |
| CANADIANNATLRYCOF | 136375102 | STOK | 4,648 | $453,000 | thousands, detected and multiplied | |
| Texas Instruments Incorporated | 882508104 | COM | 2,508 | $450,000 | thousands, detected and multiplied | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,962 | $449,000 | thousands, detected and multiplied | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 39,002 | $445,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 4,326 | $444,000 | thousands, detected and multiplied | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 7,580 | $443,000 | thousands, detected and multiplied | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 4,676 | $438,000 | thousands, detected and multiplied | |
| UNITED RENTALS INC COM | 911363109 | Stock | 693 | $434,000 | thousands, detected and multiplied | |
| S&P Global,Inc. | 78409V104 | COM | 851 | $432,000 | thousands, detected and multiplied | |
| MCKESSON CORP COM | 58155Q103 | Stock | 639 | $430,000 | thousands, detected and multiplied | |
| POTLATCHDELTIC CORPORATION | 737630103 | COM | 9,499 | $428,000 | thousands, detected and multiplied | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,839 | $427,000 | thousands, detected and multiplied | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,951 | $423,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 3,668 | $421,000 | thousands, detected and multiplied | |
| GLOBE LIFE INC | 37959E102 | COM | 3,200 | $421,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 1,323 | $413,000 | thousands, detected and multiplied | |
| Booking Holdings Inc. | 09857L108 | COM | 89 | $409,000 | thousands, detected and multiplied | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 6,774 | $402,000 | thousands, detected and multiplied | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,360 | $400,000 | thousands, detected and multiplied | |
| Qualcomm Incorporated | 747525103 | COM | 2,599 | $399,000 | thousands, detected and multiplied | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 817 | $396,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 11,969 | $394,000 | thousands, detected and multiplied | |
| Walt Disney Co | 254687106 | COM | 3,930 | $387,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P813 | CMN | 13,811 | $383,000 | thousands, detected and multiplied | |
| MORGAN STANLEY ETF TRUST | 61774R205 | CALVERT US LARCP | 5,434 | $374,000 | thousands, detected and multiplied | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 6,461 | $371,000 | thousands, detected and multiplied | |
| STERIS PLC SHS USD | G8473T100 | Stock | 1,611 | $365,000 | thousands, detected and multiplied | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 3,124 | $365,000 | thousands, detected and multiplied | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 2,084 | $364,000 | thousands, detected and multiplied | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 4,941 | $358,000 | thousands, detected and multiplied | |
| SSGA ACTIVE TR | 78470P853 | STATE STREET NUV | 12,248 | $355,000 | thousands, detected and multiplied | |
| FRANKLIN TEMPLETON HOLDINGS | 35473M105 | RESPBLY SRCD GLD | 8,442 | $353,000 | thousands, detected and multiplied | |
| AT&T Inc | 00206R102 | COM | 12,340 | $348,000 | thousands, detected and multiplied | |
| PIMCO ETF TR | 72201R643 | ENHANCD SHORT | 3,495 | $345,000 | thousands, detected and multiplied | |
| MORGAN STANLEY ETF TRUST | 61774R403 | CMN | 6,083 | $345,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 2,463 | $344,000 | thousands, detected and multiplied | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 758 | $344,000 | thousands, detected and multiplied | |
| Boston Scientific Corporation | 101137107 | COM | 3,334 | $336,000 | thousands, detected and multiplied | |
| EQUINIX INC COM | 29444U700 | REIT | 409 | $333,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G441 | ESG ADVNCD HY BD | 7,155 | $331,000 | thousands, detected and multiplied | |
| Medtronic Plc | G5960L103 | COM | 3,659 | $328,000 | thousands, detected and multiplied | |
| INVESCO MSCI SUSTAINABLEFUTURE ETF | 46137V407 | ETF | 8,288 | $321,000 | thousands, detected and multiplied | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,032 | $318,000 | thousands, detected and multiplied | |
| FIRST TR EXCHANGE-TRADED FD | 33733B100 | WTR ETF | 3,161 | $318,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 1,134 | $311,000 | thousands, detected and multiplied | |
| NORDSON CORP | 655663102 | COM | 1,514 | $305,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 7,958 | $305,000 | thousands, detected and multiplied | |
| General Electric Company | 369604301 | COM | 1,494 | $299,000 | thousands, detected and multiplied | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 3,450 | $296,000 | thousands, detected and multiplied | |
| TC ENERGY CORP | 87807B107 | COM | 6,250 | $295,000 | thousands, detected and multiplied | |
| FISERV INC | 337738108 | COM | 1,308 | $288,000 | thousands, detected and multiplied | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,430 | $285,000 | thousands, detected and multiplied | |
| Analog Devices,Inc. | 032654105 | COM | 1,408 | $283,000 | thousands, detected and multiplied | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,482 | $281,000 | thousands, detected and multiplied | |
| TRIMBLE INC COM | 896239100 | Stock | 4,144 | $272,000 | thousands, detected and multiplied | |
| WELLTOWER INC COM | 95040Q104 | REIT | 1,773 | $271,000 | thousands, detected and multiplied | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,013 | $268,000 | thousands, detected and multiplied | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 3,947 | $266,000 | thousands, detected and multiplied | |
| Citigroup Inc. | 172967424 | COM | 3,729 | $264,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P854 | ESG HI TLD CRP | 12,244 | $259,000 | thousands, detected and multiplied | |
| Progressive Corporation | 743315103 | COM | 913 | $258,000 | thousands, detected and multiplied | |
| PIMCO DYNAMIC INCOME FD | 72201Y101 | SHS | 12,819 | $253,000 | thousands, detected and multiplied | |
| Mondelez International,Inc. Class A | 609207105 | COM | 3,713 | $251,000 | thousands, detected and multiplied | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 4,269 | $251,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 431 | $248,000 | thousands, detected and multiplied | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 8,332 | $248,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 2,325 | $246,000 | thousands, detected and multiplied | |
| FIRST TR EXCHANGE-TRADED FD | 33733E500 | NAS CLNEDG GREEN | 8,583 | $245,000 | thousands, detected and multiplied | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 504 | $243,000 | thousands, detected and multiplied | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 701 | $242,000 | thousands, detected and multiplied | |
| MORGAN STANLEY ETF TRUST | 61774R502 | CALVERT US SEL | 3,690 | $238,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 8,132 | $237,000 | thousands, detected and multiplied | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 2,393 | $234,000 | thousands, detected and multiplied | |
| UNITED BANKSHARES INC WEST VA COM | 909907107 | Stock | 6,736 | $233,000 | thousands, detected and multiplied | |
| Intel Corp | 458140100 | COM | 10,102 | $229,000 | thousands, detected and multiplied | |
| AUTOZONE INC COM | 053332102 | Stock | 60 | $229,000 | thousands, detected and multiplied | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 1,576 | $224,000 | thousands, detected and multiplied | |
| TWILIO INC CL A | 90138F102 | Stock | 2,284 | $223,000 | thousands, detected and multiplied | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,745 | $223,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 963 | $222,000 | thousands, detected and multiplied | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 2,842 | $222,000 | thousands, detected and multiplied | |
| PARNASSUS INCOME FDS | 701769507 | CORE SELECT ETF | 9,580 | $221,000 | thousands, detected and multiplied | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,998 | $219,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 388 | $218,000 | thousands, detected and multiplied | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 896 | $218,000 | thousands, detected and multiplied | |
| AFLAC INC COM | 001055102 | Stock | 1,966 | $218,000 | thousands, detected and multiplied | |
| VENTAS INC COM | 92276F100 | REIT | 3,111 | $213,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 2,913 | $211,000 | thousands, detected and multiplied | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 647 | $211,000 | thousands, detected and multiplied | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 31,361 | $210,000 | thousands, detected and multiplied | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 1,896 | $208,000 | thousands, detected and multiplied | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 10,614 | $207,000 | thousands, detected and multiplied | |
| Micron Technology,Inc. | 595112103 | COM | 2,368 | $205,000 | thousands, detected and multiplied | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 24,217 | $196,000 | thousands, detected and multiplied | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 45,841 | $175,000 | thousands, detected and multiplied | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 10,645 | $167,000 | thousands, detected and multiplied | |
| BLACKROCK LONG-TERM MUNCIPAL A | 09250B103 | COM | 15,985 | $154,000 | thousands, detected and multiplied | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 23,954 | $123,000 | thousands, detected and multiplied | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 23,659 | $110,000 | thousands, detected and multiplied | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 35,008 | $107,000 | thousands, detected and multiplied | |
| FORD MTR CO COM | 345370860 | Stock | 10,333 | $103,000 | thousands, detected and multiplied | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 10,763 | $102,000 | thousands, detected and multiplied | |
| LG DISPLAY CO LTD SPONS ADR REP | 50186V102 | ADR | 30,870 | $96,000 | thousands, detected and multiplied | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 11,513 | $82,000 | thousands, detected and multiplied | |
| GRUPO AVAL ACCIONES Y VALORE | 40053W101 | SPONSORED ADS | 17,124 | $46,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001842974-25-000006 | this filing | 2025-05-09 | acceptance time not in the bulk data set |