Fund HoldingsST GERMAIN D J CO INC

Total Portfolio Value
$2.07B
Total Bought
$85.36M
Total Sold
$133.38M
Net Transaction
-$48.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0544,856+544,8560114,7585.55%+114,758
ALPHABET INC CL A(GOOG)441,655436,636-5,01966,65979,5333.85%+12,874
CAPITAL GROUP CORE BALANCED ETF
SHS
0391,664+391,664011,6440.56%+11,644
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
2,412,0662,570,181+158,115127,526136,0916.59%+8,565
ADOBE INC COM(ADBE)012,161+12,16106,7560.33%+6,756
CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
CALVE INDEX ETF
088,607+88,60704,9930.24%+4,993
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
708,197857,276+149,07916,12619,3490.94%+3,223
PALO ALTO NETWORKS INC COM(PANW)056,189+56,189019,0490.92%+19,049
VANGUARD ESG U.S. STOCK ETF24,52949,390+24,8612,2864,7720.23%+2,486
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF159,142206,329+47,1878,08010,3600.50%+2,280
QUALCOMM INC COM(QCOM)108,466103,604-4,86218,36320,6361.00%+2,273
NETFLIX INC COM(NFLX)47,34245,804-1,53828,75230,9121.50%+2,160
ALPHABET INC CAP STK CL C(GOOG)86,30882,918-3,39013,14115,2090.74%+2,068
AMGEN INC COM(AMGN)078,875+78,875024,6441.19%+24,644
BOOKING HOLDINGS INC COM(BKNG)7,0566,954-10225,59827,5481.33%+1,950
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
683,231769,365+86,13415,34517,0950.83%+1,750
ORACLE CORP COM(ORCL)136,003132,840-3,16317,08318,7570.91%+1,674
MICROSOFT CORP(MSFT)85,00183,497-1,50435,76137,3191.81%+1,558
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
155,599197,589+41,9904,8486,3720.31%+1,524
NEXTERA ENERGY INC COM(NEE)152,628158,224+5,5969,75411,2040.54%+1,449
ELI LILLY & CO COM(LLY)1,2862,693+1,4071,0002,4380.12%+1,438
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
227,883277,072+49,1896,5907,9990.39%+1,409
META PLATFORMS INC CL A(META)100,37199,265-1,10648,73850,0512.42%+1,313
WALMART INC(WMT)182,135181,014-1,12110,95912,2560.59%+1,297
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
209,661244,333+34,6726,8148,0630.39%+1,249
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
663,274670,262+6,98824,00425,2491.22%+1,245
AMAZON.COM(AMZN)101,908101,486-42218,38219,6120.95%+1,230
NOVO-NORDISK A S ADR(NVO)84,44882,839-1,60910,84311,8240.57%+981
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
SHS CREAT UNIT
842,417855,772+13,35524,26225,1941.22%+932
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
360,329395,384+35,05515,50916,4200.79%+912
CORNING INC COM(GLW)172,749169,828-2,9215,6946,5980.32%+904
COSTCO WHSL CORP NEW COM(COST)7,6847,600-845,6306,4600.31%+830
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
272,809299,337+26,52814,55215,3560.74%+804
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
889,045939,924+50,87916,57217,3700.84%+798
TJX COS INC NEW COM(TJX)102,514101,104-1,41010,39711,1320.54%+735
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
704,829716,358+11,52935,76336,4481.76%+685
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
75,74692,836+17,0902,4233,0530.15%+630
NVIDIA CORPORATION COM(NVDA)1,89418,320+16,4261,7112,2630.11%+552
VANGUARD TAX-EXEMPT BOND ETF21,53732,710+11,1731,0901,6390.08%+549
ISHARES MSCI KLD 400 SOCIAL ETF33,79537,581+3,7863,4073,9030.19%+496
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
689,555704,490+14,93522,54222,9381.11%+397
PROCTER AND GAMBLE(PG)196,151195,112-1,03931,82632,1781.56%+352
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)9,2779,274-31,2621,6120.08%+350
GE VERNOVA INC COM(GEV)01,978+1,97803390.02%+339
SPDR S&P 500 ETF TRUST(SPY)24,77324,428-34512,95813,2940.64%+336
WELLS FARGO CO NEW COM(WFC)301,620299,646-1,97417,48217,7960.86%+314
DEERE & CO COM(DE)03,038+3,03801,1350.05%+1,135
VANGUARD GROWTH INDEX FUND08,309+8,30903,1080.15%+3,108
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF03,272+3,27203420.02%+342
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ESG AWRE 1 5 YR
220,800231,995+11,1955,4055,6820.27%+276
ISHARES MBS ETF289,551294,005+4,45426,76026,9931.31%+232
SNOWFLAKE INC CL A(SNOW)2,7184,939+2,2214396670.03%+228
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
229,363225,027-4,33611,83512,0460.58%+211
SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
112,252121,325+9,0733,9144,1170.20%+202
LOCKHEED MARTIN CORP COM(LMT)03,245+3,24501,5160.07%+1,516
EATON CORP PLC SHS(ETN)30,21130,760+5499,4469,6450.47%+198
UNITEDHEALTH GROUP INC COM(UNH)020,567+20,567010,4740.51%+10,474
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
041,665+41,66501,3970.07%+1,397
ISHARES BITCOIN TRUST REGISTERED(IBIT)05,296+5,29601810.01%+181
ISHARES 3-7 YEAR TREASURY BOND ETF02,436+2,43602810.01%+281
APPLIED MATLS INC COM20,52518,643-1,8824,2334,4000.21%+167
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
03,350+3,35001690.01%+169
DOMINION ENERGY INC COM(D)010,236+10,23605020.02%+502
FAIR ISAAC CORP COM(FICO)0666+66609910.05%+991
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
270,024277,080+7,0567,3017,4590.36%+158
NUCOR CORP COM(NUE)01,048+1,04801660.01%+166
TEXAS INSTRS INC COM(TXN)09,602+9,60201,8680.09%+1,868
ANALOG DEVICES INC COM(ADI)05,087+5,08701,1610.06%+1,161
COLGATE PALMOLIVE CO COM(CL)016,899+16,89901,6400.08%+1,640
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
08,427+8,42702170.01%+217
SOLVENTUM CORP COM SHS(SOLV)01,768+1,7680930.00%+93
L3HARRIS TECHNOLOGIES INC COM(LHX)07,806+7,80601,7530.08%+1,753
VANGUARD ESG U.S. CORPORATE BOND ETF035,901+35,90102,2280.11%+2,228
AFLAC INC COM(AFL)024,582+24,58202,1950.11%+2,195
PROSHARES ULTRAPRO QQQ
ULTRAPRO QQQ
06,600+6,60004870.02%+487
KIMBERLY-CLARK CORP COM(KMB)08,803+8,80301,2170.06%+1,217
HONEYWELL INTL INC COM(HON)09,280+9,28001,9820.10%+1,982
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
095,151+95,15106,0900.29%+6,090
ENERGY TRANSFER L P COM UT LTD PTN(ET)03,614+3,6140590.00%+59
AIR PRODS & CHEMS INC COM03,658+3,65809440.05%+944
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
34,89734,436-4612,2912,3460.11%+55
NOVARTIS AG SPONSORED ADR(NVS)05,492+5,49205850.03%+585
WESTERN NEW ENG BANCORP INC COM032,130+32,13002210.01%+221
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
01,935+1,93501620.01%+162
DANAHER CORPORATION COM(DHR)03,077+3,07707690.04%+769
GRAYSCALE BITCOIN TRUST(GBTC)0833+8330440.00%+44
PUBLIC SVC ENTERPRISE GRP INC COM(PEG)06,326+6,32604660.02%+466
GOLDMAN SACHS GROUP INC COM(GS)01,500+1,50006780.03%+678
TRANE TECHNOLOGIES PLC SHS(TT)3,9453,732-2131,1841,2280.06%+43
ISHARES CORE S&P U.S. GROWTH ETF03,722+3,72204740.02%+474
ISHARES SELECT DIVIDEND ETF01,960+1,96002370.01%+237
VANGUARD MID-CAP GROWTH ETF0284+2840650.00%+65
CHEVRON CORP NEW COM(CVX)014,252+14,25202,2290.11%+2,229
GALLAGHER ARTHUR J & CO COM(AJG)04,219+4,21901,0940.05%+1,094
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
02,246+2,24605080.02%+508
VANGUARD MEGA CAP GROWTH ETF0995+99503130.02%+313
BOSTON SCIENTIFIC CORP COM(BSX)01,923+1,92301480.01%+148
TRAVELERS COMPANIES INC COM(TRV)01,164+1,16402370.01%+237
RTX CORPORATION COM(RTX)16,40016,186-2141,5991,6250.08%+25
UNILEVER PLC SPON ADR NEW(UL)0529+5290290.00%+29
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