Fund HoldingsST GERMAIN D J CO INC

Total Portfolio Value
$2.18B
Total Bought
$121.34M
Total Sold
$141.71M
Net Transaction
-$20.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BLACKROCK INC COM(BLK)022,070+22,070020,9560.96%+20,956
ISHARES S&P SMALL-CAP FUND0122,928+122,928014,3780.66%+14,378
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
2,570,1812,638,129+67,948136,091149,2396.86%+13,148
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
012,888+12,888010,7390.49%+10,739
APPLE INC(AAPL)544,856535,253-9,603114,758124,7145.73%+9,956
META PLATFORMS INC CL A(META)99,26598,227-1,03850,05156,2292.58%+6,178
BERKSHIRE HATHAWAY INC DEL CL B NEW0119,214+119,214054,8692.52%+54,869
FLOOR & DECOR HLDGS INC CL A(FND)0187,332+187,332023,2611.07%+23,261
RESMED INC COM(RMD)093,166+93,166022,7441.05%+22,744
JPMORGAN DIVERSIFIED RETURN USE EQUITY
JPMORGAN DIVER
0465,682+465,682055,7312.56%+55,731
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
857,276963,836+106,56019,34922,6021.04%+3,253
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
769,365866,996+97,63117,09520,0450.92%+2,950
CAPITAL GROUP CORE BALANCED ETF
SHS
391,664468,632+76,96811,64414,5510.67%+2,907
FIRST AMERN FINL CORP COM(FAF)0228,261+228,261015,0680.69%+15,068
BLACKSTONE INC(BX)090,069+90,069013,7920.63%+13,792
GENERAL MLS INC COM(GIS)0263,505+263,505019,4600.89%+19,460
NEXTERA ENERGY INC COM(NEE)158,224162,310+4,08611,20413,7200.63%+2,516
WALMART INC(WMT)181,014180,882-13212,25614,6060.67%+2,350
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
670,262668,560-1,70225,24927,5981.27%+2,349
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
395,384412,152+16,76816,42018,7570.86%+2,337
JOHNSON & JOHNSON(JNJ)0156,613+156,613025,3811.17%+25,381
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
197,589248,207+50,6186,3728,5090.39%+2,136
CISCO SYS INC COM(CSCO)0415,754+415,754022,1261.02%+22,126
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
244,333275,469+31,1368,06310,0380.46%+1,975
VANGUARD MID-CAP ETF095,309+95,309025,1451.16%+25,145
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
299,337315,168+15,83115,35617,2330.79%+1,877
CHUBB LIMITED COM
COM
091,120+91,120026,2781.21%+26,278
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF206,329232,035+25,70610,36012,2000.56%+1,841
ISHARES MBS ETF294,005300,919+6,91426,99328,8311.32%+1,838
ABBVIE INC(ABBV)067,560+67,560013,3420.61%+13,342
PROCTER AND GAMBLE(PG)195,112195,166+5432,17833,8031.55%+1,625
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
277,072320,069+42,9977,9999,4130.43%+1,414
VANGUARD SMALL-CAP ETF078,227+78,227018,5560.85%+18,556
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
704,490720,532+16,04222,93824,2891.12%+1,351
VERIZON COMMUNICATIONS(VZ)0356,702+356,702016,0200.74%+16,020
HOME DEPOT INC COM(HD)020,414+20,41408,2720.38%+8,272
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
939,924980,527+40,60317,37018,5810.85%+1,211
FORTIVE CORP COM(FTV)0247,600+247,600019,5430.90%+19,543
JPMORGAN CHASE & CO(JPM)0191,162+191,162040,3081.85%+40,308
AMERICAN EXPRESS CO COM(AXP)031,936+31,93608,6610.40%+8,661
CVS HEALTH CORP(CVS)0293,282+293,282018,4420.85%+18,442
CORNING INC COM(GLW)169,828166,649-3,1796,5987,5240.35%+926
NETFLIX INC COM(NFLX)45,80444,808-99630,91231,7811.46%+869
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
SHS CREAT UNIT
855,772864,396+8,62425,19426,0621.20%+868
THERMO FISHER SCIENTIFIC INC COM(TMO)011,046+11,04606,8330.31%+6,833
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
92,836110,751+17,9153,0533,8530.18%+800
BOOKING HOLDINGS INC COM(BKNG)6,9546,723-23127,54828,3181.30%+770
EVERSOURCE ENERGY COM(ES)029,758+29,75802,0250.09%+2,025
UBER TECHNOLOGIES INC COM(UBER)0290,173+290,173021,8091.00%+21,809
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
716,358730,395+14,03736,44837,1621.71%+714
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
0454,806+454,806021,4710.99%+21,471
EXXON MOBIL CORP COM0164,976+164,976019,3390.89%+19,339
MCDONALDS CORP COM(MCD)015,243+15,24304,6420.21%+4,642
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
277,080289,298+12,2187,4598,0540.37%+595
AMGEN INC COM(AMGN)78,87578,306-56924,64425,2311.16%+587
VISA INC COM CL A(V)028,620+28,62007,8690.36%+7,869
AFLAC INC COM(AFL)24,58224,473-1092,1952,7360.13%+541
SPDR S&P 500 ETF TRUST(SPY)24,42824,097-33113,29413,8260.64%+532
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
0202,177+202,177016,9320.78%+16,932
MEDTRONIC PLC SHS(MDT)079,505+79,50507,1580.33%+7,158
CUMMINS INC COM(CMI)056,724+56,724018,3670.84%+18,367
INTERNATIONAL BUSINESS MACHS COM(IBM)010,654+10,65402,3550.11%+2,355
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
225,027218,629-6,39812,04612,5510.58%+506
SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
121,325128,976+7,6514,1174,5990.21%+483
CATERPILLAR INC COM(CAT)06,435+6,43502,5170.12%+2,517
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
34,43634,617+1812,3462,7960.13%+450
LOWES COS INC COM(LOW)05,099+5,09901,3810.06%+1,381
SMITH A O CORP COM(AOS)052,748+52,74804,7380.22%+4,738
SPDR PORTFOLIO TREASURY ETF
ST POR TREAS ETF
013,479+13,47904220.02%+422
ZIMMER BIOMET HOLDINGS INC COM(ZBH)095,730+95,730010,3340.47%+10,334
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
0106,577+106,57704,4460.20%+4,446
EATON CORP PLC SHS(ETN)30,76030,246-5149,64510,0250.46%+380
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ESG AWRE 1 5 YR
231,995240,585+8,5905,6826,0530.28%+372
3M CO COM(MMM)010,992+10,99201,5030.07%+1,503
VANGUARD DIVIDEND APPREC INDEX FUND019,686+19,68603,8990.18%+3,899
LOCKHEED MARTIN CORP COM(LMT)3,2453,195-501,5161,8680.09%+352
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
ST STR BACKE ETF
0646,614+646,614014,5680.67%+14,568
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
037,097+37,09705,7140.26%+5,714
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0382,529+382,529014,3680.66%+14,368
CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
CALVE INDEX ETF
88,60788,492-1154,9935,3010.24%+308
FAIR ISAAC CORP COM(FICO)66666609911,2940.06%+303
VANGUARD FTSE DEVELOPED MARKETS ETF093,503+93,50304,9380.23%+4,938
ADOBE INC COM(ADBE)12,16113,631+1,4706,7567,0580.32%+302
VANGUARD ESG U.S. CORPORATE BOND ETF35,90138,764+2,8632,2282,5150.12%+287
BRISTOL-MYERS SQUIBB CO COM(BMY)022,746+22,74601,1770.05%+1,177
SALESFORCE COM(CRM)022,619+22,61906,1910.28%+6,191
BLOCK INC CL A(XYZ)0106,914+106,91407,1770.33%+7,177
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF033,499+33,49902,9570.14%+2,957
AUTOMATIC DATA PROCESSING INC COM011,642+11,64203,2220.15%+3,222
RTX CORPORATION COM(RTX)16,18615,461-7251,6251,8730.09%+248
M & T BK CORP COM(MTB)014,195+14,19502,5280.12%+2,528
ADVANCED MICRO DEVICES INC COM(AMD)049,641+49,64108,1450.37%+8,145
GE AEROSPACE COM NEW(GE)08,037+8,03701,5160.07%+1,516
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF3,2725,407+2,1353425740.03%+232
TRANE TECHNOLOGIES PLC SHS(TT)3,7323,716-161,2281,4450.07%+217
VANGUARD ESG U.S. STOCK ETF49,39049,041-3494,7724,9850.23%+213
COCA COLA CO COM(KO)021,666+21,66601,5570.07%+1,557
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
95,15193,297-1,8546,0906,2980.29%+209
UNION PAC CORP COM(UNP)010,680+10,68002,6320.12%+2,632
SPDR PORTFOLIO CORPORATE BOND ETF
ST STR CORPO ETF
02,473,678+2,473,678074,2853.41%+74,285
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