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CIK 0001759476 • 2 13F filings • May 13, 2025 – Oct 3, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $725K | 0.1%Prev: 0.2% | 5,416 SH | Decreased-637 SH |
| ABBVIE INC | COM | $7.5M | 1.5%Prev: 1.6% | 32,205 SH | Increased-1,061 SH |
| AGNICO EAGLE MINES LTD | COM | $16.5M | 3.3%Prev: 2.6% | 98,115 SH | Increased-6,733 SH |
| ALPHABET INC | CAP STK CL A | $8.2M | 1.6%Prev: 1.2% | 33,657 SH | Increased+285 SH |
| ALPHABET INC | CAP STK CL C | $4.3M | 0.9%Prev: 0.6% | 17,661 SH | Increased-670 SH |
| AMAZON COM INC | COM | $5.2M | 1.0%Prev: 1.0% | 23,784 SH | Increased+379 SH |
| AMERICAN TOWER CORP NEW | COM | $3.0M | 0.6% | 15,817 SH | New |
| APPLE INC | COM | $7.3M | 1.5%Prev: 1.5% | 28,724 SH | Increased-1,690 SH |
| AUTOZONE INC | COM | $10.0M | 2.0%Prev: 2.2% | 2,336 SH | Increased-208 SH |
| BANK AMERICA CORP | COM | $4.0M | 0.8%Prev: 0.7% | 77,482 SH | Increased+800 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $754K | 0.2%Prev: 0.2% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $407K | 0.1%Prev: 0.1% | 809 SH | Decreased+8 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $3.1M | 0.6%Prev: 0.9% | 67,705 SH | Decreased+5,781 SH |
| BROADCOM INC | COM | $30.3M | 6.0%Prev: 4.1% | 91,971 SH | Increased-15,704 SH |
| CHEVRON CORP NEW | COM | $8.5M | 1.7%Prev: 2.1% | 54,861 SH | Decreased-42 SH |
| CHUBB LIMITED | COM | $1.3M | 0.3%Prev: 0.3% | 4,514 SH | Decreased-111 SH |
| CISCO SYS INC | COM | $4.7M | 0.9%Prev: 1.0% | 68,194 SH | Increased-780 SH |
| CME GROUP INC | COM | $2.5M | 0.5% | 9,257 SH | New |
| COHEN & STEERS ETF TRUST | PREFERRED AND IN | $7.7M | 1.5%Prev: 1.1% | 294,568 SH | Increased+97,375 SH |
| COLGATE PALMOLIVE CO | COM | $356K | 0.1%Prev: 0.1% | 4,449 SH | Decreased-150 SH |
| COMCAST CORP NEW | CL A | $3.3M | 0.7%Prev: 1.1% | 105,417 SH | Decreased-23,711 SH |
| CONSTELLATION BRANDS INC | CL A | $1.6M | 0.3%Prev: 0.4% | 12,044 SH | Decreased+3,021 SH |
| COSTCO WHSL CORP NEW | COM | $6.9M | 1.4%Prev: 1.6% | 7,421 SH | Decreased+54 SH |
| CSX CORP | COM | $320K | 0.1%Prev: 0.1% | 9,000 SH | Increased |
| CVS HEALTH CORP | COM | $4.7M | 0.9%Prev: 1.0% | 62,292 SH | Increased-2,452 SH |
| DEERE & CO | COM | $725K | 0.1%Prev: 0.9% | 1,585 SH | Decreased-6,876 SH |
| DELL TECHNOLOGIES INC | CL C | $7.8M | 1.6%Prev: 1.0% | 54,984 SH | Increased+8,410 SH |
| DIAMONDBACK ENERGY INC | COM | $3.9M | 0.8%Prev: 0.8% | 27,228 SH | Increased+5,050 SH |
| EATON CORP PLC | SHS | $9.5M | 1.9%Prev: 1.5% | 25,427 SH | Increased+761 SH |
| EDWARDS LIFESCIENCES CORP | COM | $5.2M | 1.0%Prev: 1.2% | 66,747 SH | Increased-3,916 SH |
| EXXON MOBIL CORP | COM | $490K | 0.1%Prev: 0.2% | 4,348 SH | Decreased-1,445 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $34.2M | 6.8%Prev: 7.4% | 738,826 SH | Increased+26,298 SH |
| FRANKLIN BSP RLTY TR INC | COMMON STOCK | $504K | 0.1%Prev: 0.1% | 46,400 SH | Decreased-5,000 SH |
| GE AEROSPACE | COM NEW | $463K | 0.1%Prev: 0.1% | 1,540 SH | Increased-366 SH |
| GE VERNOVA INC | COM | $3.3M | 0.7%Prev: 0.4% | 5,411 SH | Increased+307 SH |
| HOME DEPOT INC | COM | $857K | 0.2%Prev: 0.2% | 2,114 SH | Increased-123 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | $303K | 0.1%Prev: 0.1% | 10,300 SH | Decreased+100 SH |
| ISHARES TR | CORE S&P TTL STK | $368K | 0.1%Prev: 0.1% | 2,528 SH | Increased+15 SH |
| ISHARES TR | MSCI EAFE ETF | $4.6M | 0.9%Prev: 0.9% | 49,194 SH | Increased-249 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.1M | 1.4%Prev: 1.4% | 140,638 SH | Increased+16,863 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $10.6M | 2.1%Prev: 2.4% | 223,025 SH | Increased-1,061 SH |
| JOHNSON & JOHNSON | COM | $6.4M | 1.3%Prev: 1.3% | 34,701 SH | Increased-483 SH |
| JPMORGAN CHASE & CO. | COM | $15.3M | 3.0%Prev: 2.8% | 48,348 SH | Increased-2,960 SH |
| KINDER MORGAN INC DEL | COM | $5.8M | 1.2%Prev: 1.4% | 205,928 SH | Decreased-4,022 SH |
| LINDE PLC | SHS | $202K | 0.0%Prev: 0.1% | 426 SH | Decreased-50 SH |
| LOWES COS INC | COM | $6.5M | 1.3%Prev: 1.4% | 25,672 SH | Increased-292 SH |
| MAPLEBEAR INC | COM | $273K | 0.1%Prev: 0.1% | 7,417 SH | Decreased-420 SH |
| MARRIOTT INTL INC NEW | CL A | $2.5M | 0.5%Prev: 0.5% | 9,433 SH | Increased+354 SH |
| MASTERCARD INCORPORATED | CL A | $6.7M | 1.3%Prev: 1.7% | 11,818 SH | Decreased-1,580 SH |
| MCDONALDS CORP | COM | $4.1M | 0.8%Prev: 0.9% | 13,349 SH | Decreased+65 SH |
| MEDTRONIC PLC | SHS | $3.4M | 0.7%Prev: 0.7% | 35,714 SH | Increased+674 SH |
| MERCK & CO INC | COM | $4.2M | 0.8%Prev: 1.0% | 49,693 SH | Decreased+1,111 SH |
| META PLATFORMS INC | CL A | $6.7M | 1.3%Prev: 1.2% | 9,124 SH | Increased+5 SH |
| MICROSOFT CORP | COM | $16.4M | 3.3%Prev: 2.7% | 31,574 SH | Increased-644 SH |
| MONDELEZ INTL INC | CL A | $3.4M | 0.7%Prev: 0.8% | 53,927 SH | Decreased+3,132 SH |
| MORGAN STANLEY | COM NEW | $5.6M | 1.1%Prev: 0.9% | 35,060 SH | Increased-320 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE FLTG | $20.0M | 4.0%Prev: 3.8% | 403,284 SH | Increased+60,545 SH |
| NEXTERA ENERGY INC | COM | $2.7M | 0.5%Prev: 0.5% | 35,163 SH | Increased+3,470 SH |
| NORFOLK SOUTHN CORP | COM | $806K | 0.2%Prev: 0.1% | 2,684 SH | Increased-60 SH |
| NOVO-NORDISK A S | ADR | $4.8M | 1.0%Prev: 1.2% | 87,191 SH | Decreased+11,557 SH |
| NVIDIA CORPORATION | COM | $5.1M | 1.0%Prev: 0.6% | 27,186 SH | Increased+870 SH |
| NXP SEMICONDUCTORS N V | COM | $2.7M | 0.5%Prev: 0.6% | 12,033 SH | Increased-2,230 SH |
| ORACLE CORP | COM | $1.2M | 0.2%Prev: 0.1% | 4,300 SH | Increased+92 SH |
| PALO ALTO NETWORKS INC | COM | $5.0M | 1.0%Prev: 0.9% | 24,793 SH | Increased+676 SH |
| PEOPLES FINL SVCS CORP | COM | $256K | 0.1% | 2,342 SH | New |
| PEPSICO INC | COM | $5.3M | 1.1%Prev: 1.2% | 37,602 SH | Decreased+891 SH |
| PFIZER INC | COM | $3.1M | 0.6%Prev: 0.6% | 120,211 SH | Increased+8,675 SH |
| PHILLIPS 66 | COM | $5.4M | 1.1%Prev: 1.1% | 39,657 SH | Increased+843 SH |
| PNC FINL SVCS GROUP INC | COM | $4.7M | 0.9%Prev: 0.9% | 23,457 SH | Increased+288 SH |
| PROCTER AND GAMBLE CO | COM | $2.3M | 0.5%Prev: 0.1% | 15,053 SH | Increased+13,498 SH |
| QUALCOMM INC | COM | $6.7M | 1.3%Prev: 1.4% | 40,236 SH | Increased+966 SH |
| READY CAPITAL CORP | COM | $108K | 0.0%Prev: 0.1% | 28,000 SH | Decreased-38,000 SH |
| RTX CORPORATION | COM | $10.0M | 2.0%Prev: 1.9% | 59,734 SH | Increased-3,454 SH |
| SALESFORCE INC | COM | $2.5M | 0.5%Prev: 0.6% | 10,523 SH | Decreased+901 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.4M | 0.3%Prev: 0.3% | 53,664 SH | Increased+1,049 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $13.2M | 2.6%Prev: 3.1% | 482,648 SH | Decreased-7,769 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $10.9M | 2.2%Prev: 1.9% | 343,080 SH | Increased+13,708 SH |
| SMUCKER J M CO | COM NEW | $3.4M | 0.7%Prev: 0.8% | 31,230 SH | Decreased+2,436 SH |
| SOUTHERN CO | COM | $4.7M | 0.9%Prev: 1.0% | 49,905 SH | Increased+649 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.2%Prev: 0.2% | 3,516 SH | Increased+168 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $6.4M | 1.3%Prev: 1.5% | 13,224 SH | Decreased-284 SH |
| TJX COS INC NEW | COM | $8.4M | 1.7%Prev: 1.7% | 58,172 SH | Increased-2,411 SH |
| TRANE TECHNOLOGIES PLC | SHS | $5.8M | 1.1%Prev: 1.1% | 13,671 SH | Increased-405 SH |
| TRAVELERS COMPANIES INC | COM | $11.1M | 2.2%Prev: 2.4% | 39,589 SH | Increased-1,219 SH |
| UNION PAC CORP | COM | $2.7M | 0.5%Prev: 0.6% | 11,530 SH | Increased+260 SH |
| VALERO ENERGY CORP | COM | $1.8M | 0.4%Prev: 0.3% | 10,373 SH | Increased+492 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.2M | 0.2%Prev: 0.2% | 15,565 SH | Increased-912 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $313K | 0.1%Prev: 0.1% | 653 SH | Decreased-248 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $296K | 0.1%Prev: 0.1% | 960 SH | Decreased-311 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.9M | 1.0%Prev: 1.0% | 16,773 SH | Increased-352 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 0.4%Prev: 0.4% | 7,213 SH | Increased-235 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $374K | 0.1%Prev: 0.1% | 6,901 SH | Increased-694 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $288K | 0.1%Prev: 0.1% | 1,336 SH | Decreased-410 SH |
| VERIZON COMMUNICATIONS INC | COM | $4.4M | 0.9%Prev: 1.0% | 99,974 SH | Decreased+1,616 SH |
| VERTEX PHARMACEUTICALS INC | COM | $4.1M | 0.8%Prev: 1.1% | 10,405 SH | Decreased+315 SH |
| VERTIV HOLDINGS CO | COM CL A | $4.6M | 0.9%Prev: 0.2% | 30,456 SH | Increased+17,513 SH |
| VISA INC | COM CL A | $4.2M | 0.8%Prev: 1.0% | 12,309 SH | Decreased-56 SH |
| ZOETIS INC | CL A | $2.2M | 0.4%Prev: 0.5% | 15,350 SH | Decreased+1,475 SH |