Clean Yield Group

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Norwich, VT
CIK
0001525865
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 474 315,606 AAPL, SFM, UL, NVDA 13F-HR 10/7/2024 000152586524000008
Q2 2024 367 267,709 AAPL, SFM, UL, GSKN.MX 13F-HR 7/10/2024 000152586524000005
Q1 2024 384 257,056 AAPL, GSKN.MX, UL, SFM 13F-HR 5/29/2024 000152586524000004
Q4 2023 373 237,416 AAPL, UL, GSKN.MX, TAK 13F-HR 1/24/2024 000152586524000001
Q3 2023 382 225,595 AAPL, UL, TAK, GSKN.MX 13F-HR 10/12/2023 000152586523000004
Q2 2023 407 242,785 AAPL, UL, TAK, GSKN.MX 13F-HR 7/26/2023 000152586523000003
Q1 2023 425 234,767 AAPL, UL, TAK, GSKN.MX 13F-HR 4/26/2023 000152586523000002
Q4 2022 483 232,817 AAPL, UL, TAK, GSKN.MX 13F-HR 1/31/2023 000152586523000001
Q3 2022 483 215,476 AAPL, UL, VOD, TAK 13F-HR 10/31/2022 000152586522000004
Q2 2022 423 241,930 AAPL, GSK, UL, VOD 13F-HR 7/18/2022 000152586522000003
Q1 2022 481 283,145 AAPL, GSK, GRNB, UL 13F-HR 4/25/2022 000152586522000002
Q4 2021 450 312,897 AAPL, SPY puts, GRNB, GSK 13F-HR 1/24/2022 000152586522000001
Q3 2021 476 304,858 SPY puts, AAPL, GRNB, CNBKA 13F-HR 10/27/2021 000152586521000004
Q2 2021 473 294,242 SPY puts, AAPL, GRNB, CNBKA 13F-HR 7/26/2021 000152586521000003
Q1 2021 148 265,839 SPY puts, AAPL, CNBKA, VOD 13F-HR 4/26/2021 000152586521000002
Q4 2020 425 278,205 SPY puts, AAPL, HASI, UL 13F-HR 1/26/2021 000152586521000001
Q3 2020 374 246,629 SPY puts, AAPL, UN, HASI 13F-HR 10/16/2020 000152586520000005
Q2 2020 337 231,418 SPY puts, AAPL, CNBKA, UN 13F-HR 7/22/2020 000152586520000004
Q1 2020 379 210,543 SPY puts, CNBKA, AAPL, UN 13F-HR 4/20/2020 000152586520000002
Q4 2019 353 319,053 SPY puts, CNBKA, AAPL, JNJ 13F-HR 1/17/2020 000152586520000001
Q3 2019 342 303,212 SPY puts, CNBKA, JNJ, AAPL 13F-HR 10/23/2019 000152586519000004
Q2 2019 351 276,671 SPY puts, CNBKA, JNJ, AAPL 13F-HR 7/22/2019 000152586519000003
Q1 2019 313 246,998 CNBKA, JNJ, AAPL, VOD 13F-HR 4/24/2019 000152586519000002
Q4 2018 309 229,715 AAPL, CNBKA, JNJ, CSCO 13F-HR 1/23/2019 000152586519000001
Q3 2018 137 251,246 AAPL, CSCO, JNJ, CNBKA 13F-HR 10/22/2018 000152586518000004
Q2 2018 132 241,438 AAPL, CSCO, CNBKA, CXP 13F-HR 7/24/2018 000152586518000003
Q1 2018 131 236,808 AAPL, CSCO, CNBKA, JNJ 13F-HR 4/23/2018 000152586518000002
Q4 2017 130 252,605 AAPL, CSCO, JNJ, CNBKA 13F-HR 1/16/2018 000152586518000001
Q3 2017 133 245,149 AAPL, CNBKA, JNJ, CSCO 13F-HR 10/11/2017 000152586517000004
Q2 2017 130 239,047 AAPL, JNJ, CNBKA, CSCO 13F-HR 7/17/2017 000152586517000003
Q1 2017 300 237,370 AAPL, JNJ, CSCO, CNBKA 13F-HR 5/3/2017 000152586517000002
Q4 2016 125 221,714 AAPL, CSCO, JNJ, CNBKA 13F-HR 1/24/2017 000152586517000001
Q3 2016 320 230,057 AAPL, CSCO, JNJ, VTR 13F-HR 10/28/2016 000152586516000009
Q2 2016 304 232,948 AAPL, JNJ, CSCO, MKC 13F-HR 7/27/2016 000152586516000007
Q1 2016 299 224,937 AAPL, CSCO, JNJ, MKC 13F-HR 4/15/2016 000152586516000006
Q4 2015 124 202,677 AAPL, ATG, JNJ, MKC 13F-HR 1/27/2016 000152586516000005
Q3 2015 123 212,051 AAPL, ATG, CSCO, MKC 13F-HR 10/29/2015 000152586515000004
Q2 2015 127 217,666 AAPL, MKC, JNJ, CSCO 13F-HR 7/31/2015 000152586515000003
Q1 2015 360 233,261 AAPL, JNJ, MKC, EMR 13F-HR 4/24/2015 000152586515000002
Q4 2014 126 222,754 AAPL, DD, JNJ, ATG 13F-HR 1/29/2015 000152586515000001
Q3 2014 123 208,218 AAPL, JNJ, DD, ATG 13F-HR 10/27/2014 000152586514000004
Q2 2014 126 202,409 AAPL, JNJ, ATG, WLY 13F-HR 7/21/2014 000152586514000003
Q1 2014 115 193,376 AAPL, JNJ, MKC, WLY 13F-HR 4/24/2014 000152586514000002
Q4 2013 112 186,840 AAPL, DD, MKC, WLY 13F-HR 1/31/2014 000152586514000001