Market Value595,449,000
Total Holdings471
File Date2020-07-30
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)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PPL / PPL Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CVX / Chevron Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
QQQ / Invesco QQQ Trust, Series 1
DIS / The Walt Disney Company
EL / The Estée Lauder Companies Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
WTRG / Essential Utilities, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
CRM / Salesforce, Inc.
BDX / Becton, Dickinson and Company
IVV / iShares Trust - iShares Core S&P 500 ETF
TXN / Texas Instruments Incorporated
TRI / Thomson Reuters Corporation
BB / BlackBerry Limited
MRO / Marathon Oil Corporation
US1080351067 / Bridge Bancorp, Inc.
ADBE / Adobe Inc.
MA / Mastercard Incorporated
TROW / T. Rowe Price Group, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ABB / ABB Ltd. - ADR
SU / Suncor Energy Inc.
WPC / W. P. Carey Inc.
ORI / Old Republic International Corporation
GWP / GW Pharmaceuticals plc
WAB / Westinghouse Air Brake Technologies Corporation
IYR / iShares Trust - iShares U.S. Real Estate ETF
NNN / NNN REIT, Inc.
FNCB / FNCB Bancorp, Inc.
LAMR / Lamar Advertising Company
JDD / Nuveen Diversified Dividend and Income Fund
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CARA / Cara Therapeutics, Inc.
PTEN / Patterson-UTI Energy, Inc.
IXP / iShares Trust - iShares Global Comm Services ETF
MASI / Masimo Corporation
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
PLD / Prologis, Inc.
EPR / EPR Properties
HTA / Healthcare Realty Trust Inc - Class A
SCCO / Southern Copper Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
FTR / Frontier Communications Corp.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
US63934E1082 / Navistar International Corp
ALC / Alcon Inc.
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
US0268741560 / American International Group, Inc. Warrants
BSCL / Invesco Capital Management LLC - Invesco BulletShares 2021 Corporate Bond ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
AGR / Avangrid, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
TRGP / Targa Resources Corp.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
TIP / iShares Trust - iShares TIPS Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ES / Eversource Energy
SWIR / Sierra Wireless Inc
XEL / Xcel Energy Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
WBA / Walgreens Boots Alliance, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SRCL / Stericycle, Inc.
AXP / American Express Company
PYPL / PayPal Holdings, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
HSY / The Hershey Company
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
RTX / RTX Corporation
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
SWK / Stanley Black & Decker, Inc.
WEC / WEC Energy Group, Inc.
MSI / Motorola Solutions, Inc.
DRI / Darden Restaurants, Inc.
KTB / Kontoor Brands, Inc.
IEX / IDEX Corporation
SIRI / Sirius XM Holdings Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
JPM / JPMorgan Chase & Co.
RTN / Raytheon Co.
SBUX / Starbucks Corporation
STZ / Constellation Brands, Inc.
PFE / Pfizer Inc.
DD / DuPont de Nemours, Inc.
NKE / NIKE, Inc.
CVS / CVS Health Corporation
PM / Philip Morris International Inc.
BAC / Bank of America Corporation
KMB / Kimberly-Clark Corporation
T / AT&T Inc.
MMM / 3M Company
USB / U.S. Bancorp
COP / ConocoPhillips
CME / CME Group Inc.
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
L / Loews Corporation
ED / Consolidated Edison, Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
CGC / Canopy Growth Corporation
018490100 / Allergan plc
PNW / Pinnacle West Capital Corporation
XRX / Xerox Holdings Corporation
NTR / Nutrien Ltd.
AJG / Arthur J. Gallagher & Co.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AROW / Arrow Financial Corporation
GAP / The Gap, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
MUB / iShares Trust - iShares National Muni Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
BBU / Brookfield Business Partners L.P. - Limited Partnership
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
US92220P1057 / Varian Medical Systems, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SLF / Sun Life Financial Inc.
PII / Polaris Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XRAY / DENTSPLY SIRONA Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
OHI / Omega Healthcare Investors, Inc.
WTM / White Mountains Insurance Group, Ltd.
SRNE / Sorrento Therapeutics, Inc.
MLR / Miller Industries, Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
NOV / NOV Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
VLO / Valero Energy Corporation
CDEV / Centennial Resource Development Inc. - Class A
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PHYS / Sprott Physical Gold Trust
PSX / Phillips 66
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CARR / Carrier Global Corporation
LMT / Lockheed Martin Corporation
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
PEG / Public Service Enterprise Group Incorporated
ALL / The Allstate Corporation
CINF / Cincinnati Financial Corporation
VBIV / VBI Vaccines Inc.
BKNG / Booking Holdings Inc.
KLAC / KLA Corporation
VLY / Valley National Bancorp
SAP / SAP SE - Depositary Receipt (Common Stock)
IR / Ingersoll Rand Inc.
BHF / Brighthouse Financial, Inc.
CEQP / Crestwood Equity Partners LP - Unit
NYF / iShares Trust - iShares New York Muni Bond ETF
TRP / TC Energy Corporation
CP / Canadian Pacific Kansas City Limited
IBB / iShares Trust - iShares Biotechnology ETF
IRDM / Iridium Communications Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BPR / Brookfield Property REIT Inc.
MFC / HEXAOM
ORLY / O'Reilly Automotive, Inc.
HCC / Warrior Met Coal, Inc.
KR / The Kroger Co.
TRST / TrustCo Bank Corp NY
BIPC / Brookfield Infrastructure Corporation
OKTA / Okta, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
PBCT / People`s United Financial Inc
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
APRN / Blue Apron Holdings Inc - Class A
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
CC / The Chemours Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
VFC / V.F. Corporation
MGA / Magna International Inc.
WELL / Welltower Inc.
COO / The Cooper Companies, Inc.
US9021041085 / II-VI, Inc.
TWTR / Twitter Inc
LOW / Lowe's Companies, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
UNIT / Unity Group LLC
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
GS / The Goldman Sachs Group, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NXST / Nexstar Media Group, Inc.
AMGN / Amgen Inc.
LHX / L3Harris Technologies, Inc.
FAST / Fastenal Company
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
IQV / IQVIA Holdings Inc.
GIS / General Mills, Inc.
PG / The Procter & Gamble Company
ICE / Intercontinental Exchange, Inc.
BAM / Brookfield Asset Management Ltd.
RSG / Republic Services, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
INFI / Infinity Pharmaceuticals Inc.
CHRW / C.H. Robinson Worldwide, Inc.
XYL / Xylem Inc.
JNJ / Johnson & Johnson
ADI / Analog Devices, Inc.
GE / General Electric Company
SUI / Sun Communities, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AGEN / Agenus Inc.
FANG / Diamondback Energy, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WY / Weyerhaeuser Company
BHLB / Berkshire Hills Bancorp, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
IAU / iShares Gold Trust
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SLV / iShares Silver Trust
DELL / Dell Technologies Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DMLP / Dorchester Minerals, L.P. - Limited Partnership
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
PUK / Prudential plc - Depositary Receipt (Common Stock)
ROP / Roper Technologies, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GOOG / Alphabet Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
OTIS / Otis Worldwide Corporation
GGT / The Gabelli Multimedia Trust Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BMY / Bristol-Myers Squibb Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
APDN / Applied DNA Sciences, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WFC / Wells Fargo & Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PAYX / Paychex, Inc.
MDLZ / Mondelez International, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MSFT / Microsoft Corporation
V / Visa Inc.
ET / Energy Transfer LP - Limited Partnership
DGII / Digi International Inc.
FDX / FedEx Corporation
CBU / Community Financial System, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PANW / Palo Alto Networks, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MPC / Marathon Petroleum Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LIN / Linde plc
KHC / The Kraft Heinz Company
SYY / Sysco Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
WM / Waste Management, Inc.
AGCO / AGCO Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ALB / Albemarle Corporation
AMZN / Amazon.com, Inc.
AMT / American Tower Corporation
FBIN / Fortune Brands Innovations, Inc.
PRU / Prudential Financial, Inc.
EMN / Eastman Chemical Company
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MPW / Medical Properties Trust, Inc.
KO / The Coca-Cola Company
F / Ford Motor Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MCK / McKesson Corporation
CSCO / Cisco Systems, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
AME / AMETEK, Inc.
ROK / Rockwell Automation, Inc.
X / United States Steel Corporation
C / Citigroup Inc.
CI / The Cigna Group
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SXC / SunCoke Energy, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
JNCE / Jounce Therapeutics Inc
BX / Blackstone Inc.
EIX / Edison International
FNV / Franco-Nevada Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
NWFL / Norwood Financial Corp.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
RGLD / Royal Gold, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
GAB / The Gabelli Equity Trust Inc.
WMT / Walmart Inc.
TMUS / T-Mobile US, Inc.
PFIS / Peoples Financial Services Corp.
DVY / iShares Trust - iShares Select Dividend ETF
STT / State Street Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CVM / CEL-SCI Corporation
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
MKL / Markel Group Inc.
GLD / SPDR Gold Trust
DFS / Discover Financial Services
A / Agilent Technologies, Inc.
COST / Costco Wholesale Corporation
CHD / Church & Dwight Co., Inc.
SPH / Suburban Propane Partners, L.P. - Limited Partnership
PAYC / Paycom Software, Inc.
SO / The Southern Company
PNC / The PNC Financial Services Group, Inc.
QCOM / QUALCOMM Incorporated
DUK / Duke Energy Corporation
TMP / Tompkins Financial Corporation
USA / Liberty All-Star Equity Fund
HDV / iShares Trust - iShares Core High Dividend ETF
NUE / Nucor Corporation
RY / Royal Bank of Canada
DE / Deere & Company
TRV / The Travelers Companies, Inc.
TMO / Thermo Fisher Scientific Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
EWC / iShares, Inc. - iShares MSCI Canada ETF
FIS / Fidelity National Information Services, Inc.
MS / Morgan Stanley
MDT / Medtronic plc
BWA / BorgWarner Inc.
PPG / PPG Industries, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
OKE / ONEOK, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
MDY / SPDR S&P MidCap 400 ETF Trust
MTD / Mettler-Toledo International Inc.
ITW / Illinois Tool Works Inc.
GUT / The Gabelli Utility Trust
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KEY / KeyCorp
DHR / Danaher Corporation
VZ / Verizon Communications Inc.
GD / General Dynamics Corporation
TDY / Teledyne Technologies Incorporated
TFC / Truist Financial Corporation
ALLE / Allegion plc
ENB / Enbridge Inc.
NYCB / Flagstar Financial, Inc.
NSC / Norfolk Southern Corporation
AEE / Ameren Corporation
NEE / NextEra Energy, Inc.
ABT / Abbott Laboratories
EMR / Emerson Electric Co.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
INCY / Incyte Corporation
SPGI / S&P Global Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BK / The Bank of New York Mellon Corporation
AWK / American Water Works Company, Inc.
J / Jacobs Solutions Inc.
D / Dominion Energy, Inc.
C.WSA / Citigroup, Inc.
AMCR / Amcor plc
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MTB / M&T Bank Corporation
HON / Honeywell International Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ECL / Ecolab Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CTVA / Corteva, Inc.
MO / Altria Group, Inc.
BCE / BCE Inc.
TGT / Target Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XOM / Exxon Mobil Corporation
AAPL / Apple Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ETN / Eaton Corporation plc
TT / Trane Technologies plc
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
UNP / Union Pacific Corporation
ADP / Automatic Data Processing, Inc.
BAX / Baxter International Inc.
EOG / EOG Resources, Inc.
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IP / International Paper Company
GILD / Gilead Sciences, Inc.
CB / Chubb Limited
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BRK.B / Berkshire Hathaway Inc.
FITB / Fifth Third Bancorp
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
APD / Air Products and Chemicals, Inc.
UNH / UnitedHealth Group Incorporated
GOLD / Barrick Mining Corporation
IBM / International Business Machines Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
EFX / Equifax Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
O / Realty Income Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NBTB / NBT Bancorp Inc.
EXC / Exelon Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
HOG / Harley-Davidson, Inc.
SYK / Stryker Corporation
KMI / Kinder Morgan, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
INFU / InfuSystem Holdings, Inc.
SLB / Schlumberger Limited
DOW / Dow Inc.
SPY / SPDR S&P 500 ETF
LLY / Eli Lilly and Company
NFG / National Fuel Gas Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CAT / Caterpillar Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CMI / Cummins Inc.
OMC / Omnicom Group Inc.
AEP / American Electric Power Company, Inc.
BA / The Boeing Company
JBL / Jabil Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
DG / Dollar General Corporation
NVDA / NVIDIA Corporation
GM / General Motors Company
META / Meta Platforms, Inc.
CSX / CSX Corporation
CMCSA / Comcast Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
GOOGL / Alphabet Inc.
INTC / Intel Corporation
GLW / Corning Incorporated
MCD / McDonald's Corporation
BIIB / Biogen Inc.
PEP / PepsiCo, Inc.
HD / The Home Depot, Inc.
MRK / Merck & Co., Inc.
ORCL / Oracle Corporation
TD / The Toronto-Dominion Bank
ELV / Elevance Health, Inc.
ABBV / AbbVie Inc.
CL / Colgate-Palmolive Company
UPS / United Parcel Service, Inc.
SRE / Sempra
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund