Clean Yield Group
- SEC CIK
- 0001525865
- Latest filing
- Aug 5, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 458
- −15 vs. Q3 2024
- Portfolio value
- $314.4M
- −$181.6K (−0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 125 | $36.2K | <0.1% | 00.0% | Unchanged | – |
| NVSNovartis AG | ADR | 374 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $37.3K | <0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 225 | $37.7K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $37.9K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 416 | $38.0K | <0.1% | 00.0% | Unchanged | History |
| WORWorthington Enterprises, Inc. | COM | 950 | $38.1K | <0.1% | −250−20.8% | Reduced | History |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $38.2K | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 453 | $38.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $38.4K | <0.1% | −1,140−72.2% | Reduced | – |
| CGNXCognex Corp | COM | 1,072 | $38.4K | <0.1% | +1,012+1,686.7% | Added | History |
| SHOPShopify Inc. | Stock | 364 | $38.7K | <0.1% | 00.0% | Unchanged | History |
| TRIThomson Reuters Corp | COM NO PAR | 245 | $39.3K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 676 | $40.1K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $40.6K | <0.1% | −83−17.8% | Reduced | History |
| AROWArrow Financial Corp | COM | 1,458 | $41.9K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 650 | $42.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 328 | $43.1K | <0.1% | 00.0% | Unchanged | – |
| TWLOTwilio Inc | CL A | 400 | $43.2K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 559 | $43.3K | <0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 214 | $44.0K | <0.1% | +44+25.9% | Added | History |
| PPGPPG Industries Inc | Stock | 371 | $44.3K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 675 | $44.8K | <0.1% | +675 | New | History |
| SMCISuper Micro Computer, Inc. | Stock | 1,500 | $45.7K | <0.1% | +1,500 | New | History |
| BHBBar Harbor Bankshares | COM | 1,500 | $45.9K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,698 | $46.4K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| TSLATesla, Inc. | Stock | 118 | $47.7K | <0.1% | −10−7.8% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 454 | $48.4K | <0.1% | +4+0.9% | Added | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $49.0K | <0.1% | 00.0% | Unchanged | – |
| SPOTSpotify Technology S.A. | Stock | 110 | $49.2K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $50.1K | <0.1% | +1,750 | New | – |
| CMECME Group Inc. | COM | 216 | $50.2K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 500 | $50.8K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 1,140 | $51.2K | <0.1% | −50−4.2% | Reduced | History |
| CBChubb Ltd | Stock | 191 | $52.8K | <0.1% | +43+29.1% | Added | History |
| NKENIKE, Inc. | Stock | 700 | $53.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 500 | $53.3K | <0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $57.0K | <0.1% | 00.0% | Unchanged | History |
| CTASCintas Corp | Stock | 320 | $58.5K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 110 | $58.6K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 718 | $61.3K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 551 | $62.3K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 316 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 683 | $62.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 550 | $63.4K | <0.1% | −250−31.3% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $64.5K | <0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 847 | $66.2K | <0.1% | −4−0.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,126 | $67.9K | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 250 | $68.9K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 755 | $68.9K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 1,118 | $69.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 650 | $70.2K | <0.1% | +102+18.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,616 | $71.2K | <0.1% | 00.0% | Unchanged | – |
| FDSFactset Research Systems Inc | Stock | 150 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 770 | $72.4K | <0.1% | −200−20.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 146 | $72.7K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 223 | $74.0K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 3,471 | $74.1K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $74.8K | <0.1% | +986+4,108.3% | Added | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $75.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $76.1K | <0.1% | 00.0% | Unchanged | – |
| IDAIdacorp Inc | COM | 700 | $76.5K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 218 | $79.1K | <0.1% | −33−13.1% | Reduced | History |
| QCOMQualcomm Inc | Stock | 519 | $79.7K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $80.8K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 421 | $81.2K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 158 | $82.1K | <0.1% | −4−2.5% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $83.2K | <0.1% | −1,100−50.0% | Reduced | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $87.2K | <0.1% | 00.0% | Unchanged | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $87.3K | <0.1% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 500 | $87.7K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $89.6K | <0.1% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 1,282 | $90.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $90.8K | <0.1% | 00.0% | Unchanged | – |
| YUMYum Brands Inc | Stock | 680 | $91.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $91.9K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $91.9K | <0.1% | 00.0% | Unchanged | – |
| AVYAvery Dennison Corp | COM | 504 | $94.3K | <0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 534 | $97.2K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $97.3K | <0.1% | 00.0% | Unchanged | – |
| NEOGNeogen Corp | COM | 8,066 | $97.9K | <0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $99.0K | <0.1% | 00.0% | Unchanged | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $100.8K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 365 | $101.8K | <0.1% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 902 | $104.7K | <0.1% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 100 | $105.4K | <0.1% | −4−3.8% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 300 | $105.9K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 650 | $105.9K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 1,260 | $107.0K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 1,500 | $108.9K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 3,351 | $109.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $110.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,140 | $113.5K | <0.1% | −960−45.7% | Reduced | – |
| CORCencora, Inc. | Stock | 508 | $114.1K | <0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 4,096 | $115.3K | <0.1% | 00.0% | Unchanged | History |
| TNCTennant Co | COM | 1,416 | $115.4K | <0.1% | −50−3.4% | Reduced | History |
| DOVDOVER Corp | COM | 633 | $118.8K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 843 | $122.1K | <0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $123.8K | <0.1% | 00.0% | Unchanged | History |
| CWCurtiss Wright Corp | Stock | 350 | $124.2K | <0.1% | +350 | New | History |
Sold out since Q3 2024 (22)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| PINCPremier, Inc. | CL A | 112,610 | $2.25M | 0.7% | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,300 | $81.5K | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 400 | $55.8K | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 406 | $41.1K | <0.1% | – |
| SONSonoco Products Co | COM | 300 | $16.4K | <0.1% | History |
| OKEONEOK Inc | COM | 155 | $14.1K | <0.1% | History |
| RUNSunrun Inc. | COM | 503 | $9.08K | <0.1% | History |
| iShares Global Clean Energy ETF464288224 | ETF | 578 | $8.49K | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 115 | $8.02K | <0.1% | History |
| OMCOmnicom Group Inc. | COM | 47 | $4.86K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 62 | $2.67K | <0.1% | – |
| MDTMedtronic plc | Stock | 24 | $2.16K | <0.1% | History |
| KDPKeurig Dr Pepper Inc. | COM | 44 | $1.65K | <0.1% | History |
| BALLBALL Corp | COM | 24 | $1.63K | <0.1% | History |
| QSRRestaurant Brands International Inc. | COM | 21 | $1.51K | <0.1% | History |
| SNYSanofi | SPONSORED ADR | 20 | $1.15K | <0.1% | History |
| TIMBTim S.A. | SPONSORED ADR | 61 | $1.05K | <0.1% | History |
| OCOwens Corning | Stock | 4 | $706 | <0.1% | History |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 13 | $551 | <0.1% | History |
| RBARB Global Inc. | COM | 6 | $483 | <0.1% | History |
| CUZCousins Properties Inc | COM NEW | 8 | $236 | <0.1% | History |
| DXYZDestiny Tech100 Inc. | CEF | 1 | $10 | <0.1% | History |