Market Value134,117,000
Total Holdings490
File Date2018-11-02
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
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(USD x1000)
Current Value
(USD x1000)
Change
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PXD / Pioneer Natural Resources Company
CIM / Chimera Investment Corporation
BR / Broadridge Financial Solutions, Inc.
HPQ / HP Inc.
ADM / Archer-Daniels-Midland Company
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
LADR / Ladder Capital Corp
CPLP / Capital Clean Energy Carriers Corp. - Limited Partnership
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
GOOGL / Alphabet Inc.
MCK / McKesson Corporation
UBS / UBS Group AG
OKE / ONEOK, Inc.
KBWR / Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
IGT / International Game Technology PLC
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DLX / Deluxe Corporation
QCP / Quality Care Properties, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
DWM / WisdomTree Trust - WisdomTree International Equity Fund
US7153471005 / Perspecta Inc
PBI / Pitney Bowes Inc.
DYLS / WisdomTree Dynamic Long/Short U.S. Equity Fund
CRH / CRH plc
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock)
JW.A / John Wiley & Sons Inc. - Class A
US16941M1099 / China Mobile Ltd.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
E / Eni S.p.A. - Depositary Receipt (Common Stock)
SABR / Sabre Corporation
WCG / Wellcare Health Plans, Inc.
US0549371070 / BB&T Corp.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
JPC / Nuveen Preferred & Income Opportunities Fund
FDC / First Data Corporation
YUMC / Yum China Holdings, Inc.
IGR / CBRE Global Real Estate Income Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ULSGF / UBS AG
BEST / BEST Inc. - Depositary Receipt (Common Stock)
CBU / Community Financial System, Inc.
HOG / Harley-Davidson, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
904784709 / Unilever N.V.
ERF / Enerplus Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
RYN / Rayonier Inc.
USO / United States Oil Fund, LP - Limited Partnership
NOG / Northern Oil and Gas, Inc.
SPOT / Spotify Technology S.A.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CMA / Comerica Incorporated
GILD / Gilead Sciences, Inc.
USOU / United States 3X Oil Fund
/ Total S.A.
LEA / Lear Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BBY / Best Buy Co., Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
AFL / Aflac Incorporated
UAL / United Airlines Holdings, Inc.
SCU / Sculptor Capital Management Inc - Class A
SPR / Spirit AeroSystems Holdings, Inc.
RYAM / Rayonier Advanced Materials Inc.
SLB / Schlumberger Limited
AET / Aetna, Inc.
RIG / Transocean Ltd.
TARO / Taro Pharmaceutical Industries Ltd.
AGND / WisdomTree Negative Duration U.S. Aggregate Bond Fund
TNP / Tsakos Energy Navigation Limited
74005P104 / Praxair, Inc.
US87233Q1085 / TC Pipelines, LP
SIRI / Sirius XM Holdings Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
WH / Wyndham Hotels & Resorts, Inc.
NBR / Nabors Industries Ltd.
BGY / BlackRock Enhanced International Dividend Trust
US2655041000 / Dunkin' Brands Group, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
NSP / Insperity, Inc.
UBNK / United Financial Bancorp, Inc.
ALSN / Allison Transmission Holdings, Inc.
AMZA / ETFis Series Trust I - InfraCap MLP ETF
PEGI / Pattern Energy Group Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
US05491N1046 / BBX Capital Corporation
INB / Cohen & Steers Global Income Builder, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
NCV / Virtus Convertible & Income Fund
VMW / Vmware Inc. - Class A
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SNH / Senior Housing Properties Trust
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
SHPG / Shire Plc.
ISHARES COMMODITY OPTIMIZED TRUST / ETF (45032K102)
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
INVESCO GLOBAL GOLD AND PRECIOUS METALS ETF / ETF (46138E677)
MC / Moelis & Company
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
NYCB / Flagstar Financial, Inc.
ESRX / Express Scripts Holding Co.
NOV / NOV Inc.
PST / ProShares Trust - ProShares UltraShort 7-10 Year Treasury
PHH / Park Ha Biological Technology Co., Ltd.
BPT / BP Prudhoe Bay Royalty Trust
AGR / Avangrid, Inc.
ILF / iShares Trust - iShares Latin America 40 ETF
GOGL / Golden Ocean Group Limited
NAT / Nordic American Tankers Limited
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
IYF / iShares Trust - iShares U.S. Financials ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
FAST / Fastenal Company
LNC / Lincoln National Corporation
ROK / Rockwell Automation, Inc.
018490100 / Allergan plc
SU / Suncor Energy Inc.
THO / THOR Industries, Inc.
GCI / Gannett Co., Inc.
FTR / Frontier Communications Corp.
/ Wyndham Destinations, Inc.
PEAK / Healthpeak Properties, Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
BWA / BorgWarner Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
/ Energy Transfer Operating, L.P. Series E Fixed-to-Floating Rate Cumulative Redeemable Perpetual Pref
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
LH / Labcorp Holdings Inc.
CONE / CyrusOne Inc
CXP / Columbia Property Trust Inc
UE / Urban Edge Properties
MET / MetLife, Inc.
OAS / Oasis Petroleum Inc. - New
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
HPT / Hospitality Properties Trust
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
AGNC / AGNC Investment Corp.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
XT / iShares Trust - iShares Exponential Technologies ETF
PBCT / People`s United Financial Inc
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
PCI / PGIM ETF Trust - PGIM Corporate Bond 5-10 Year ETF
KNOP / KNOT Offshore Partners LP - Limited Partnership
RHT / Red Hat, Inc.
19041P105 / CBS Corp.
LVS / Las Vegas Sands Corp.
CB / Chubb Limited
SYK / Stryker Corporation
NVRI / Enviri Corporation
SRE / Sempra
ABB / ABB Ltd. - ADR
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
CTSH / Cognizant Technology Solutions Corporation
KORS / Michael Kors Holdings Ltd.
FE / FirstEnergy Corp.
LEG / Leggett & Platt, Incorporated
ARNC / Arconic Corporation
FLEX / Flex Ltd.
CI / The Cigna Group
DHI / D.R. Horton, Inc.
US00C4U1L353 / Mylan N.V.
AVY / Avery Dennison Corporation
CPRT / Copart, Inc.
PVH / PVH Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
ITW / Illinois Tool Works Inc.
MFGP / Micro Focus International Plc - ADR
LLL / JX Luxventure Limited
APD / Air Products and Chemicals, Inc.
STT / State Street Corporation
TRST / TrustCo Bank Corp NY
RAD / Rite Aid Corp.
CP / Canadian Pacific Kansas City Limited
MCHP / Microchip Technology Incorporated
NVT / nVent Electric plc
CNCE / Concert Pharmaceuticals Inc
IAU / iShares Gold Trust
UBP / Urstadt Biddle Properties, Inc.
KBH / KB Home
VRTV / Veritiv Corp
DXC / DXC Technology Company
CAR / Avis Budget Group, Inc.
XLNX / Xilinx, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
TSCO / Tractor Supply Company
CELG / Celgene Corp.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
BKR / Baker Hughes Company
LRCX / Lam Research Corporation
HPE / Hewlett Packard Enterprise Company
TU / TELUS Corporation
CDW / CDW Corporation
KHC / The Kraft Heinz Company
ATVI / Activision Blizzard Inc
BW / Babcock & Wilcox Enterprises, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TRV / The Travelers Companies, Inc.
UBA / Urstadt Biddle Properties, Inc. - Class A
UBX / Unity Biotechnology, Inc.
ABT / Abbott Laboratories
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
CTXS / Citrix Systems, Inc.
NLY / Annaly Capital Management, Inc.
GE / General Electric Company
WMT / Walmart Inc.
PNC / The PNC Financial Services Group, Inc.
DUK / Duke Energy Corporation
CVS / CVS Health Corporation
PG / The Procter & Gamble Company
HD / The Home Depot, Inc.
OXY / Occidental Petroleum Corporation
RITM / Rithm Capital Corp.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
FSLR / First Solar, Inc.
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
AMZN / Amazon.com, Inc.
FBIN / Fortune Brands Innovations, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LUMN / Lumen Technologies, Inc.
TWTR / Twitter Inc
TXT / Textron Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ASIX / AdvanSix Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
NFLX / Netflix, Inc.
CGC / Canopy Growth Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CVX / Chevron Corporation
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CE / Celanese Corporation
SCHW / The Charles Schwab Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GM / General Motors Company
KEY / KeyCorp
MS / Morgan Stanley
MO / Altria Group, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
RHP / Ryman Hospitality Properties, Inc.
ETR / Entergy Corporation
DDD / 3D Systems Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CHKP / Check Point Software Technologies Ltd.
GSK / GSK plc - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
CLX / The Clorox Company
ES / Eversource Energy
UNP / Union Pacific Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
COP / ConocoPhillips
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
AVGO / Broadcom Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IP / International Paper Company
AMGN / Amgen Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MSFT / Microsoft Corporation
NDAQ / Nasdaq, Inc.
GIS / General Mills, Inc.
ENB / Enbridge Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TXN / Texas Instruments Incorporated
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MUB / iShares Trust - iShares National Muni Bond ETF
C / Citigroup Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
BIIB / Biogen Inc.
NEE / NextEra Energy, Inc.
ADBE / Adobe Inc.
KMB / Kimberly-Clark Corporation
ARCC / Ares Capital Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SCCO / Southern Copper Corporation
INTC / Intel Corporation
SLV / iShares Silver Trust
BAX / Baxter International Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
DIS / The Walt Disney Company
PLUG / Plug Power Inc.
CAT / Caterpillar Inc.
CRM / Salesforce, Inc.
F / Ford Motor Company
FCEL / FuelCell Energy, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
PYPL / PayPal Holdings, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BAC / Bank of America Corporation
TJX / The TJX Companies, Inc.
UPS / United Parcel Service, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
RMR / The RMR Group Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MMM / 3M Company
AMT / American Tower Corporation
CSX / CSX Corporation
GCBC / Greene County Bancorp, Inc.
MDLZ / Mondelez International, Inc.
PNR / Pentair plc
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
GS / The Goldman Sachs Group, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
WFC / Wells Fargo & Company
SYY / Sysco Corporation
CHD / Church & Dwight Co., Inc.
DE / Deere & Company
MDT / Medtronic plc
QQQ / Invesco QQQ Trust, Series 1
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
KMI / Kinder Morgan, Inc.
BWXT / BWX Technologies, Inc.
PFLT / PennantPark Floating Rate Capital Ltd.
BRK.B / Berkshire Hathaway Inc.
ADSK / Autodesk, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VLO / Valero Energy Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
SWK / Stanley Black & Decker, Inc.
KO / The Coca-Cola Company
OLP / One Liberty Properties, Inc.
TMO / Thermo Fisher Scientific Inc.
LHX / L3Harris Technologies, Inc.
MFC / Manulife Financial Corporation
JCI / Johnson Controls International plc
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
FDX / FedEx Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ECL / Ecolab Inc.
KR / The Kroger Co.
SO / The Southern Company
HASI / HA Sustainable Infrastructure Capital, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SBUX / Starbucks Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PSEC / Prospect Capital Corporation
XOM / Exxon Mobil Corporation
AROW / Arrow Financial Corporation
NBTB / NBT Bancorp Inc.
WPC / W. P. Carey Inc.
MAIN / Main Street Capital Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
EDIT / Editas Medicine, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
STWD / Starwood Property Trust, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
DVY / iShares Trust - iShares Select Dividend ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HON / Honeywell International Inc.
BA / The Boeing Company
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
DAL / Delta Air Lines, Inc.
NKTR / Nektar Therapeutics
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AXP / American Express Company
NTLA / Intellia Therapeutics, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MBB / iShares Trust - iShares MBS ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TEL / TE Connectivity plc
V / Visa Inc.
MKC / McCormick & Company, Incorporated
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPY / SPDR S&P 500 ETF
GLD / SPDR Gold Trust
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TCPC / BlackRock TCP Capital Corp.
EBAY / eBay Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CC / The Chemours Company
PEP / PepsiCo, Inc.
CMCSA / Comcast Corporation
ED / Consolidated Edison, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BKD / Brookdale Senior Living Inc.
T / AT&T Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CRSP / CRISPR Therapeutics AG
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
ACCO / ACCO Brands Corporation
JNJ / Johnson & Johnson
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MU / Micron Technology, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
QCOM / QUALCOMM Incorporated
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
LLY / Eli Lilly and Company
ABBV / AbbVie Inc.
C.WSA / Citigroup, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
MA / Mastercard Incorporated
MRK / Merck & Co., Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
NSC / Norfolk Southern Corporation
DTE / DTE Energy Company
AMAT / Applied Materials, Inc.
LOW / Lowe's Companies, Inc.
UGI / UGI Corporation
BK / The Bank of New York Mellon Corporation
VNO / Vornado Realty Trust
SPH / Suburban Propane Partners, L.P. - Limited Partnership
GOOG / Alphabet Inc.
EXC / Exelon Corporation
ON / ON Semiconductor Corporation
IBM / International Business Machines Corporation
ACN / Accenture plc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CSCO / Cisco Systems, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
JPM / JPMorgan Chase & Co.
PM / Philip Morris International Inc.
BX / Blackstone Inc.
DOW / Dow Inc.
IONS / Ionis Pharmaceuticals, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
REGN / Regeneron Pharmaceuticals, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
ELV / Elevance Health, Inc.
ET / Energy Transfer LP - Limited Partnership
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
KWR / Quaker Chemical Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
META / Meta Platforms, Inc.
RTX / RTX Corporation
TGT / Target Corporation
ZTS / Zoetis Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IBB / iShares Trust - iShares Biotechnology ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
FXI / iShares Trust - iShares China Large-Cap ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
AVXL / Anavex Life Sciences Corp.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ORCL / Oracle Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AEP / American Electric Power Company, Inc.
JBGS / JBG SMITH Properties
AVNS / Avanos Medical, Inc.
SPG / Simon Property Group, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NKE / NIKE, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IYG / iShares Trust - iShares U.S. Financial Services ETF
PFE / Pfizer Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
FPF / First Trust Intermediate Duration Preferred & Income Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
AAPL / Apple Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HST / Host Hotels & Resorts, Inc.
WM / Waste Management, Inc.
PKG / Packaging Corporation of America
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VZ / Verizon Communications Inc.
EMR / Emerson Electric Co.
MCD / McDonald's Corporation
UNH / UnitedHealth Group Incorporated
NVDA / NVIDIA Corporation
UHS / Universal Health Services, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SNAP / Snap Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HIG / The Hartford Insurance Group, Inc.
OHI / Omega Healthcare Investors, Inc.