Fund HoldingsST GERMAIN D J CO INC

Total Portfolio Value
$2.20B
Total Bought
$123.82M
Total Sold
$120.14M
Net Transaction
+$3.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC CL A(GOOG)0427,489+427,489080,9243.68%+80,924
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
12,88826,585+13,69710,73918,4260.84%+7,687
CAPITAL GROUP CONSERVATIVE EQUITY ETF
SHS
0285,349+285,34907,5730.34%+7,573
APPLE INC(AAPL)535,253524,093-11,160124,714131,2435.97%+6,529
JPMORGAN CHASE & CO(JPM)191,162192,444+1,28240,30846,1312.10%+5,822
NETFLIX INC COM(NFLX)44,80841,089-3,71931,78136,6231.66%+4,842
SPDR PORTFOLIO TREASURY ETF
ST POR TREAS ETF
13,479172,008+158,5294225,1440.23%+4,722
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
2,638,1292,682,855+44,726149,239153,6476.98%+4,408
WELLS FARGO CO NEW COM(WFC)0311,074+311,074021,8500.99%+21,850
BOOKING HOLDINGS INC COM(BKNG)6,7236,499-22428,31832,2901.47%+3,972
CAPITAL GROUP CORE BALANCED ETF
SHS
468,632573,172+104,54014,55117,9230.81%+3,372
AMAZON.COM(AMZN)098,980+98,980021,7150.99%+21,715
VANGUARD FTSE EMERGING MARKETS ETF0108,689+108,68904,7870.22%+4,787
SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
128,976233,536+104,5604,5997,7040.35%+3,105
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
016,600+16,60002,9090.13%+2,909
EXXON MOBIL CORP COM164,976203,211+38,23519,33921,8590.99%+2,521
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
048,304+48,30402,0230.09%+2,023
WALMART INC(WMT)180,882183,276+2,39414,60616,5590.75%+1,953
BLACKSTONE INC(BX)90,06991,274+1,20513,79215,7370.72%+1,945
CISCO SYS INC COM(CSCO)415,754405,217-10,53722,12623,9891.09%+1,862
ALPHABET INC CAP STK CL C(GOOG)081,123+81,123015,4490.70%+15,449
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
320,069385,988+65,9199,41311,1980.51%+1,784
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF232,035276,403+44,36812,20013,8980.63%+1,697
ISHARES 0-3 MONTH TREASURY BOND ETF0113,362+113,362010,0160.46%+10,016
BLOCK INC CL A(XYZ)106,914103,915-2,9997,1778,8320.40%+1,655
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
720,532785,960+65,42824,28925,7481.17%+1,459
SALESFORCE COM(CRM)22,61922,676+576,1917,5810.34%+1,390
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ESG AWRE 1 5 YR
240,585300,924+60,3396,0537,4330.34%+1,380
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
866,996963,542+96,54620,04521,3910.97%+1,346
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
275,469321,204+45,73510,03811,3260.51%+1,288
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
248,207278,045+29,8388,5099,7230.44%+1,215
VISA INC COM CL A(V)28,62028,734+1147,8699,0810.41%+1,212
BLACKROCK INC COM(BLK)22,07021,538-53220,95622,0791.00%+1,123
CHEVRON CORP NEW COM(CVX)020,607+20,60702,9850.14%+2,985
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
730,395751,209+20,81437,16238,0941.73%+931
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
014,546+14,54601,3300.06%+1,330
PROCTER AND GAMBLE(PG)195,166206,896+11,73033,80334,6861.58%+883
AUTOMATIC DATA PROCESSING INC COM11,64213,791+2,1493,2224,0370.18%+815
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
289,298323,965+34,6678,0548,8380.40%+784
LULULEMON ATHLETICA INC COM(LULU)06,555+6,55502,5070.11%+2,507
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
315,168327,780+12,61217,23317,9260.81%+693
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
110,751121,897+11,1463,8534,5310.21%+678
VANGUARD ESG U.S. STOCK ETF49,04153,814+4,7734,9855,6450.26%+660
ISHARES U.S. MEDICAL DEVICES ETF011,202+11,20206540.03%+654
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
412,152431,942+19,79018,75719,4030.88%+646
DISNEY WALT CO(DIS)038,796+38,79604,3200.20%+4,320
ISHARES MSCI KLD 400 SOCIAL ETF042,179+42,17904,6500.21%+4,650
VANGUARD TOTAL STOCK MARKET ETF07,154+7,15402,0730.09%+2,073
CATERPILLAR INC COM(CAT)6,4358,345+1,9102,5173,0270.14%+510
CUMMINS INC COM(CMI)56,72454,123-2,60118,36718,8670.86%+500
HONEYWELL INTL INC COM(HON)010,323+10,32302,3320.11%+2,332
VANGUARD GROWTH INDEX FUND08,883+8,88303,6460.17%+3,646
CALVERT ULTRA-SHORT INVESTMENT GRADE ETF
CALVERT ULT SHR
08,099+8,09904110.02%+411
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
980,5271,026,656+46,12918,58118,9830.86%+402
ISHARES U.S. TELECOMMUNICATIONS ETF014,184+14,18403810.02%+381
WELLTOWER INC COM(WELL)03,499+3,49904410.02%+441
EMERSON ELEC CO COM(EMR)016,042+16,04201,9880.09%+1,988
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
454,806480,708+25,90221,47121,7950.99%+324
TJX COS INC NEW COM(TJX)096,155+96,155011,6160.53%+11,616
BROADCOM INC COM(AVGO)02,184+2,18405060.02%+506
META PLATFORMS INC CL A(META)98,22796,563-1,66456,22956,5392.57%+310
VANGUARD VALUE INDEX FUND010,129+10,12901,7150.08%+1,715
BANK MONTREAL QUE COM073,222+73,22207,1060.32%+7,106
CORNING INC COM(GLW)166,649164,359-2,2907,5247,8100.35%+286
GE VERNOVA INC COM(GEV)02,391+2,39107870.04%+787
NVIDIA CORPORATION COM(NVDA)018,757+18,75702,5190.11%+2,519
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
03,286+3,28607640.03%+764
SOUTHERN CO COM(SO)07,920+7,92006520.03%+652
CME GROUP INC COM(CME)026,600+26,60006,1770.28%+6,177
METLIFE INC COM(MET)04,197+4,19703440.02%+344
AMERIPRISE FINL INC COM(AMP)01,427+1,42707600.03%+760
AMERICAN EXPRESS CO COM(AXP)31,93630,004-1,9328,6618,9050.40%+244
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF5,4077,672+2,2655748090.04%+235
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)09,339+9,33901,8440.08%+1,844
DEERE & CO COM(DE)03,524+3,52401,4930.07%+1,493
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
106,577118,382+11,8054,4464,6610.21%+214
SPDR GOLD SHARES(GLD)01,345+1,34503260.01%+326
TESLA INC COM(TSLA)01,259+1,25905080.02%+508
MORGAN STANLEY(MS)03,820+3,82004800.02%+480
ISHARES ESG AWARE USD CORPORATE BOND ETF
ESG AWRE USD ETF
08,478+8,47801930.01%+193
PROGRESSIVE CORP COM(PGR)0800+80001920.01%+192
PALANTIR TECHNOLOGIES INC CL A(PLTR)04,780+4,78003620.02%+362
PHILIP MORRIS INTL INC COM(PM)02,668+2,66803210.01%+321
PAYCHEX INC COM(PAYX)02,199+2,19903080.01%+308
ANALOG DEVICES INC COM(ADI)06,361+6,36101,3510.06%+1,351
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
ESG AWARE MSCI
04,173+4,17301750.01%+175
VANECK OIL SERVICES ETF
OIL SERVICES ETF
01,364+1,36403700.02%+370
DUKE ENERGY CORP NEW COM NEW(DUK)04,618+4,61804980.02%+498
VANGUARD ESG U.S. CORPORATE BOND ETF38,76443,028+4,2642,5152,6670.12%+152
COSTCO WHSL CORP NEW COM(COST)07,351+7,35106,7360.31%+6,736
FIDELITY NATL INFORMATION SVCS COM(FIS)01,946+1,94601570.01%+157
VANECK INTERMEDIATE MUNI ETF
INTRMDT MUNI ETF
03,052+3,05201410.01%+141
ONEOK INC NEW COM(OKE)03,899+3,89903910.02%+391
INTERNATIONAL BUSINESS MACHS COM(IBM)10,65411,304+6502,3552,4850.11%+130
BARINGS CORPORATE INVS COM017,925+17,92503650.02%+365
PRICE T ROWE GROUP INC COM(TROW)031,364+31,36403,5470.16%+3,547
ENTERPRISE PRODS PARTNERS L P COM(EPD)021,266+21,26606670.03%+667
COCA COLA CONS INC COM(COKE)0100+10001260.01%+126
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
032,538+32,53801,8930.09%+1,893
M & T BK CORP COM(MTB)14,19514,107-882,5282,6520.12%+124
Page 1 of 1