Market Value127,670,000
Total Holdings400
File Date2020-11-05
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
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
KMB / Kimberly-Clark Corporation
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VEC / V2X Inc
CVX / Chevron Corporation
GIS / General Mills, Inc.
LLY / Eli Lilly and Company
NMRK / Newmark Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ADP / Automatic Data Processing, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TTD / The Trade Desk, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
VOX / Vanguard World Fund - Vanguard Communication Services ETF
EVI / EVI Industries, Inc.
CHX / ChampionX Corporation
UTHR / United Therapeutics Corporation
TXN / Texas Instruments Incorporated
NVDA / NVIDIA Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
GE / General Electric Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
CHW / Calamos Global Dynamic Income Fund
CMA / Comerica Incorporated
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
FCX / Freeport-McMoRan Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
ALC / Alcon Inc.
AMP / Ameriprise Financial, Inc.
EMR / Emerson Electric Co.
US0268741560 / American International Group, Inc. Warrants
MUA / BlackRock MuniAssets Fund, Inc.
CCJ / Cameco Corporation
TPR / Tapestry, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
RYT / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Technology ETF
CP / Canadian Pacific Kansas City Limited
BBH / VanEck ETF Trust - VanEck Biotech ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
GIM / Templeton Global Income Fund
NTRS / Northern Trust Corporation
FSK / FS KKR Capital Corp.
EXC / Exelon Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
KEY / KeyCorp
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
APH / Amphenol Corporation
WTRG / Essential Utilities, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ABM / ABM Industries Incorporated
PMT / PennyMac Mortgage Investment Trust
QDEL / QuidelOrtho Corporation
CRNC / Cerence Inc.
AEP / American Electric Power Company, Inc.
NTGR / NETGEAR, Inc.
US83088V1026 / Slack Technologies Inc
AIN / Albany International Corp.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NET / Cloudflare, Inc.
CGNX / Cognex Corporation
CRWD / CrowdStrike Holdings, Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
GMED / Globus Medical, Inc.
GRPN / Groupon, Inc.
IDXX / IDEXX Laboratories, Inc.
OKTA / Okta, Inc.
MRNS / Marinus Pharmaceuticals, Inc.
SHOP / Shopify Inc.
SLNO / Soleno Therapeutics, Inc.
UBER / Uber Technologies, Inc.
WEX / WEX Inc.
/ VIVUS, Inc.
PLNT / Planet Fitness, Inc.
RRR / Red Rock Resorts, Inc.
VAC / Marriott Vacations Worldwide Corporation
OZK / Bank OZK
CWK / Cushman & Wakefield plc
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
ITT / ITT Inc.
SHAK / Shake Shack Inc.
MFGP / Micro Focus International Plc - ADR
MNTX / Manitex International, Inc.
CI / The Cigna Group
GCBC / Greene County Bancorp, Inc.
RBKB / Rhinebeck Bancorp, Inc.
APPN / Appian Corporation
ACCO / ACCO Brands Corporation
TLRY / Tilray Brands, Inc.
US5249011058 / Legg Mason, Inc.
CHWY / Chewy, Inc.
DHI / D.R. Horton, Inc.
US7153471005 / Perspecta Inc
VG / Venture Global, Inc.
MLM / Martin Marietta Materials, Inc.
GNW / Genworth Financial, Inc.
AROW / Arrow Financial Corporation
PSTV / Plus Therapeutics, Inc.
FSLR / First Solar, Inc.
FONR / FONAR Corporation
CRON / Cronos Group Inc.
NTLA / Intellia Therapeutics, Inc.
BHLB / Berkshire Hills Bancorp, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
FTV / Fortive Corporation
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
PLD / Prologis, Inc.
PXD / Pioneer Natural Resources Company
NVG / Nuveen AMT-Free Municipal Credit Income Fund
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
SKYW / SkyWest, Inc.
ROP / Roper Technologies, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
MASI / Masimo Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
WDFC / WD-40 Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
DLTR / Dollar Tree, Inc.
TPH / Tri Pointe Homes, Inc.
FTR / Frontier Communications Corp.
BR / Broadridge Financial Solutions, Inc.
HIG / The Hartford Insurance Group, Inc.
NNY / Nuveen New York Municipal Value Fund
NOMD / Nomad Foods Limited
CMS / CMS Energy Corporation
KO / The Coca-Cola Company
TGT / Target Corporation
BKNG / Booking Holdings Inc.
CLF / Cleveland-Cliffs Inc.
KMI / Kinder Morgan, Inc.
CNQ / Canadian Natural Resources Limited
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
PAR / PAR Technology Corporation
MA / Mastercard Incorporated
TXMD / TherapeuticsMD, Inc.
FXY / Invesco CurrencyShares Japanese Yen Trust
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
GLD / SPDR Gold Trust
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TDC / Teradata Corporation
NERV / Minerva Neurosciences, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RDS.B / Shell Plc - ADR
BDX / Becton, Dickinson and Company
ISRG / Intuitive Surgical, Inc.
TUP / Tupperware Brands Corporation
SPY / SPDR S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UNH / UnitedHealth Group Incorporated
GOOGL / Alphabet Inc.
SHW / The Sherwin-Williams Company
TMO / Thermo Fisher Scientific Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
JPM / JPMorgan Chase & Co.
EG / Everest Group, Ltd.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HD / The Home Depot, Inc.
UPS / United Parcel Service, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
MO / Altria Group, Inc.
IQV / IQVIA Holdings Inc.
LOW / Lowe's Companies, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CMCSA / Comcast Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JNJ / Johnson & Johnson
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CB / Chubb Limited
BRK.B / Berkshire Hathaway Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
SLB / Schlumberger Limited
ABBV / AbbVie Inc.
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
CMG / Chipotle Mexican Grill, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
CHD / Church & Dwight Co., Inc.
AAPL / Apple Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IAC / IAC Inc.
EBAY / eBay Inc.
MCK / McKesson Corporation
CTAS / Cintas Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VTR / Ventas, Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
WWE / World Wrestling Entertainment, Inc. - Class A
SWK / Stanley Black & Decker, Inc.
PYX / Pyxus International, Inc.
HPE / Hewlett Packard Enterprise Company
ZM / Zoom Communications Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
KGC / Kinross Gold Corporation
RMBS / Rambus Inc.
TFC / Truist Financial Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
ALLE / Allegion plc
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
IBM / International Business Machines Corporation
FAX / Abrdn Asia-Pacific Income Fund Inc
BMY / Bristol-Myers Squibb Company
HAL / Halliburton Company
DXC / DXC Technology Company
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
TJX / The TJX Companies, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NOC / Northrop Grumman Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ACB / Aurora Cannabis Inc.
UNP / Union Pacific Corporation
NFLX / Netflix, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ATVI / Activision Blizzard Inc
CGC / Canopy Growth Corporation
AVAV / AeroVironment, Inc.
ZTR / Virtus Global Dividend & Income Fund Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HXL / Hexcel Corporation
HEXO / HEXO Corp
VLY / Valley National Bancorp
FANG / Diamondback Energy, Inc.
WFC / Wells Fargo & Company
HEI.A / HEICO Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
C / Citigroup Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
STZ / Constellation Brands, Inc.
FWONA / Formula One Group
RTX / RTX Corporation
ANTM / Anthem Inc
RY / Royal Bank of Canada
DRE / Duke Realty Corporation - Preferred Security
ROKU / Roku, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MTB / M&T Bank Corporation
COTY / Coty Inc.
PTC / PTC Inc.
LMT / Lockheed Martin Corporation
CNXC / Concentrix Corporation
TT / Trane Technologies plc
WPC / W. P. Carey Inc.
DG / Dollar General Corporation
VFC / V.F. Corporation
MFC / HEXAOM
MTCH / Match Group, Inc.
XPO / XPO, Inc.
MAIN / Main Street Capital Corporation
AUB / Atlantic Union Bankshares Corporation
PRU / Prudential Financial, Inc.
NUAN / Nuance Communications Inc
MCO / Moody's Corporation
IOVA / Iovance Biotherapeutics, Inc.
TD / The Toronto-Dominion Bank
RAD / Rite Aid Corp.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BOMN / Boston Omaha Corp - Class A
FXF / Invesco CurrencyShares Swiss Franc Trust
NVAX / Novavax, Inc.
BAX / Baxter International Inc.
PEG / Public Service Enterprise Group Incorporated
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
KR / The Kroger Co.
CTVA / Corteva, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TMQ / Trilogy Metals Inc.
AIG / American International Group, Inc.
KHC / The Kraft Heinz Company
USB / U.S. Bancorp
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
IBB / iShares Trust - iShares Biotechnology ETF
FEMB / First Trust Exchange Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
VKQ / Invesco Municipal Trust
VCV / Invesco California Value Municipal Income Trust
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TRV / The Travelers Companies, Inc.
ACI09N1H7 / Fiat Chrysler Automobiles N.V
O / Realty Income Corporation
ROL / Rollins, Inc.
MDLZ / Mondelez International, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
IAU / iShares Gold Trust
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
PBCT / People`s United Financial Inc
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
MDT / Medtronic plc
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
BF.B / Brown-Forman Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
AGZ / iShares Trust - iShares Agency Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EQIX / Equinix, Inc.
TNDM / Tandem Diabetes Care, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
CAT / Caterpillar Inc.
DBRG / DigitalBridge Group, Inc.
LBRDA / Liberty Broadband Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
ED / Consolidated Edison, Inc.
LHX / L3Harris Technologies, Inc.
WY / Weyerhaeuser Company
XTL / SPDR Series Trust - SPDR S&P Telecom ETF
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NBTB / NBT Bancorp Inc.
BGCP / BGC Partners Inc - Class A
RGLD / Royal Gold, Inc.
SIRI / Sirius XM Holdings Inc.
ZNGA / Zynga Inc - Class A
KMPR / Kemper Corporation
OGS / ONE Gas, Inc.
TRST / TrustCo Bank Corp NY
WPM / Wheaton Precious Metals Corp.
NCR / NCR Corp.
CNP / CenterPoint Energy, Inc.
BTT / Blackrock Municipal 2030 Target Term Trust
MPC / Marathon Petroleum Corporation
PEP / PepsiCo, Inc.
MKC / McCormick & Company, Incorporated
SCHW / The Charles Schwab Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ADBE / Adobe Inc.
ARNA / Arena Pharmaceuticals Inc
YTRA / Yatra Online, Inc.
DUK / Duke Energy Corporation
NOV / NOV Inc.
BAM / Brookfield Asset Management Ltd.
SLV / iShares Silver Trust
NVTA / Invitae Corporation
ORCL / Oracle Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FBHS / Fortune Brands Home & Security Inc
ICLR / ICON Public Limited Company
PYPL / PayPal Holdings, Inc.
BBU / Brookfield Business Partners L.P. - Limited Partnership
NXN / Nuveen New York Select Tax-Free Income Portfolio
VEEV / Veeva Systems Inc.
DOW / Dow Inc.
HEI / HEICO Corporation
GILD / Gilead Sciences, Inc.
HPQ / HP Inc.
D / Dominion Energy, Inc.
TGNA / TEGNA Inc.
FNV / Franco-Nevada Corporation
LUV / Southwest Airlines Co.
HP / Helmerich & Payne, Inc.
LULU / lululemon athletica inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BKR / Baker Hughes Company
VLO / Valero Energy Corporation
CHRW / C.H. Robinson Worldwide, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
DOW / Dow Inc.
BLL / Ball Corp.
TAP / Molson Coors Beverage Company
WM / Waste Management, Inc.
DAL / Delta Air Lines, Inc.
GT / The Goodyear Tire & Rubber Company
CBRL / Cracker Barrel Old Country Store, Inc.
NI / NiSource Inc.
RSG / Republic Services, Inc.
MGM / MGM Resorts International
TEAM / Atlassian Corporation
XYL / Xylem Inc.
ZTS / Zoetis Inc.
ZBH / Zimmer Biomet Holdings, Inc.
SRE / Sempra
YUM / Yum! Brands, Inc.
AIZ / Assurant, Inc.
BAC / Bank of America Corporation
KN / Knowles Corporation
CL / Colgate-Palmolive Company
HST / Host Hotels & Resorts, Inc.
EA / Electronic Arts Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FTNT / Fortinet, Inc.
ABT / Abbott Laboratories
GPC / Genuine Parts Company
IR / Ingersoll Rand Inc.
LNC / Lincoln National Corporation
BTU / Peabody Energy Corporation
INTC / Intel Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
EXPE / Expedia Group, Inc.
T / AT&T Inc.
OLED / Universal Display Corporation
BA / The Boeing Company
UAL / United Airlines Holdings, Inc.
CSX / CSX Corporation
WDC / Western Digital Corporation
RCL / Royal Caribbean Cruises Ltd.
MKTX / MarketAxess Holdings Inc.
OKE / ONEOK, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FDX / FedEx Corporation
SO / The Southern Company
VZ / Verizon Communications Inc.
DOV / Dover Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MRK / Merck & Co., Inc.
CCL / Carnival Corporation & plc
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
CLX / The Clorox Company
LUMN / Lumen Technologies, Inc.
INTU / Intuit Inc.
ECL / Ecolab Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AIA / iShares Trust - iShares Asia 50 ETF
GS / The Goldman Sachs Group, Inc.
NEM / Newmont Corporation
CRSP / CRISPR Therapeutics AG
PSX / Phillips 66
V / Visa Inc.
IEV / iShares Trust - iShares Europe ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
WAB / Westinghouse Air Brake Technologies Corporation
MRNA / Moderna, Inc.
SPGI / S&P Global Inc.
APD / Air Products and Chemicals, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
AGE / AgeX Therapeutics, Inc.
META / Meta Platforms, Inc.
PG / The Procter & Gamble Company
MMM / 3M Company
QQQ / Invesco QQQ Trust, Series 1
ULTA / Ulta Beauty, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PM / Philip Morris International Inc.
CARR / Carrier Global Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
MCD / McDonald's Corporation
VRSK / Verisk Analytics, Inc.
PH / Parker-Hannifin Corporation
NEE / NextEra Energy, Inc.
DHR / Danaher Corporation
SBUX / Starbucks Corporation
WMT / Walmart Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
AVXL / Anavex Life Sciences Corp.
NKE / NIKE, Inc.
DLR / Digital Realty Trust, Inc.
MMC / Marsh & McLennan Companies, Inc.
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
WSO / Watsco, Inc.
MSFT / Microsoft Corporation
LIN / Linde plc
GOOG / Alphabet Inc.
AMZN / Amazon.com, Inc.
OTIS / Otis Worldwide Corporation
AMT / American Tower Corporation
AMGN / Amgen Inc.
PNC / The PNC Financial Services Group, Inc.
WST / West Pharmaceutical Services, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HON / Honeywell International Inc.
CSCO / Cisco Systems, Inc.
COST / Costco Wholesale Corporation
MS / Morgan Stanley
SIX / Six Flags Entertainment Corporation
AMD / Advanced Micro Devices, Inc.
RFEM / First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF
PFE / Pfizer Inc.