Market Value4,928,278,000
Total Holdings600
File Date2021-05-19
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)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NJR / New Jersey Resources Corporation
NOC / Northrop Grumman Corporation
LOW / Lowe's Companies, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DLB / Dolby Laboratories, Inc.
TRC / Tejon Ranch Co.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
IWN / iShares Trust - iShares Russell 2000 Value ETF
DHI / D.R. Horton, Inc.
PM / Philip Morris International Inc.
BWA / BorgWarner Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GNTX / Gentex Corporation
US92220P1057 / Varian Medical Systems, Inc.
EQR / Equity Residential
BK / The Bank of New York Mellon Corporation
CE / Celanese Corporation
CONE / CyrusOne Inc
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
WDC / Western Digital Corporation
PLL / Piedmont Lithium Inc.
AAPL / Apple Inc.
GPS / The Gap, Inc.
MRO / Marathon Oil Corporation
TDOC / Teladoc Health, Inc.
BURL / Burlington Stores, Inc.
VTRS / Viatris Inc.
BAX / Baxter International Inc.
PARA / Paramount Global
EFX / Equifax Inc.
PYPL / PayPal Holdings, Inc.
INTU / Intuit Inc.
AEP / American Electric Power Company, Inc.
TRMB / Trimble Inc.
PSX / Phillips 66
MBB / iShares Trust - iShares MBS ETF
ETN / Eaton Corporation plc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
UNP / Union Pacific Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
ACN / Accenture plc
HPQ / HP Inc.
QRTEA / Qurate Retail Inc - Series A
VHT / Vanguard World Fund - Vanguard Health Care ETF
AXP / American Express Company
TSLA / Tesla, Inc.
INDB / Independent Bank Corp.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
ADP / Automatic Data Processing, Inc.
DE / Deere & Company
SO / The Southern Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
RHI / Robert Half Inc.
DISCK / Warner Bros.Discovery Inc - Series C
CCMP / CMC Materials Inc
MAS / Masco Corporation
US2782651036 / Eaton Vance Corp.
US75606N1090 / RealPage Inc
DLR / Digital Realty Trust, Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LDOS / Leidos Holdings, Inc.
PPL / PPL Corporation
EOG / EOG Resources, Inc.
MDU / MDU Resources Group, Inc.
SQ / Block, Inc.
COR / Cencora, Inc.
US2243991054 / Crane Co.
PLUG / Plug Power Inc.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
EWY / iShares, Inc. - iShares MSCI South Korea ETF
DG / Dollar General Corporation
IAC / IAC Inc.
SPLK / Splunk Inc.
GD / General Dynamics Corporation
NUV / Nuveen Municipal Value Fund, Inc.
HUM / Humana Inc.
C.WSA / Citigroup, Inc.
TPL / Texas Pacific Land Corporation
MSFT / Microsoft Corporation
GWW / W.W. Grainger, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ROP / Roper Technologies, Inc.
VLO / Valero Energy Corporation
CBOE / Cboe Global Markets, Inc.
PFE / Pfizer Inc.
DVY / iShares Trust - iShares Select Dividend ETF
TMO / Thermo Fisher Scientific Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GLD / SPDR Gold Trust
UPS / United Parcel Service, Inc.
LYB / LyondellBasell Industries N.V.
EXPD / Expeditors International of Washington, Inc.
FITB / Fifth Third Bancorp
DEO / Diageo plc - Depositary Receipt (Common Stock)
ICF / iShares Trust - iShares Select U.S. REIT ETF
NYT / The New York Times Company
DOV / Dover Corporation
MTD / Mettler-Toledo International Inc.
KEY / KeyCorp
NKE / NIKE, Inc.
NEU / NewMarket Corporation
C / Citigroup Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VRTX / Vertex Pharmaceuticals Incorporated
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PAYC / Paycom Software, Inc.
MMC / Marsh & McLennan Companies, Inc.
PEP / PepsiCo, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FSLR / First Solar, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
FCX / Freeport-McMoRan Inc.
F / Ford Motor Company
SRE / Sempra
IWO / iShares Trust - iShares Russell 2000 Growth ETF
URI / United Rentals, Inc.
AON / Aon plc
AFL / Aflac Incorporated
T / AT&T Inc.
TDG / TransDigm Group Incorporated
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MRNA / Moderna, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
DRI / Darden Restaurants, Inc.
NUAN / Nuance Communications Inc
FLOT / iShares Trust - iShares Floating Rate Bond ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
SNA / Snap-on Incorporated
QRVO / Qorvo, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IP / International Paper Company
SLB / Schlumberger Limited
NVS / Novartis AG - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
CERN / Cerner Corp.
CDK / CDK Global Inc
LVS / Las Vegas Sands Corp.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CAC / Camden National Corporation
DD / DuPont de Nemours, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TTEK / Tetra Tech, Inc.
SWK / Stanley Black & Decker, Inc.
AGTC / Applied Genetic Technologies Corp
ARE / Alexandria Real Estate Equities, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
PG / The Procter & Gamble Company
VVR / Invesco Senior Income Trust
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
PNW / Pinnacle West Capital Corporation
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
XRAY / DENTSPLY SIRONA Inc.
GBT / Global Blood Therapeutics Inc.
EMN / Eastman Chemical Company
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
SIVB / SVB Financial Group
KSU / Kansas City Southern
EPD / Enterprise Products Partners L.P. - Limited Partnership
NTB / The Bank of N.T. Butterfield & Son Limited
DKNG / DraftKings Inc.
DOCU / DocuSign, Inc.
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
KMPR / Kemper Corporation
JPXN / iShares Trust - iShares JPX-Nikkei 400 ETF
ZG / Zillow Group, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CATC / Cambridge Bancorp
SWKS / Skyworks Solutions, Inc.
WRK / WestRock Company
BKI / Black Knight Inc - Class A
ULTA / Ulta Beauty, Inc.
JNJ / Johnson & Johnson
TEL / TE Connectivity plc
EEFT / Euronet Worldwide, Inc.
SABR / Sabre Corporation
WYNN / Wynn Resorts, Limited
BBBY / Bed Bath & Beyond, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
WERN / Werner Enterprises, Inc.
DISCA / Discovery Inc - Class A
APPN / Appian Corporation
FRC / First Republic Bank
BYD / Boyd Gaming Corporation
LMAT / LeMaitre Vascular, Inc.
UAL / United Airlines Holdings, Inc.
CAG / Conagra Brands, Inc.
EW / Edwards Lifesciences Corporation
LNC / Lincoln National Corporation
SREV / ServiceSource International Inc
TIP / iShares Trust - iShares TIPS Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EQIX / Equinix, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
RVMD / Revolution Medicines, Inc.
COP / ConocoPhillips
NEP / XPLR Infrastructure, LP - Limited Partnership
CP / Canadian Pacific Kansas City Limited
BAM / Brookfield Asset Management Ltd.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IAU / iShares Gold Trust
LOGC / ContextLogic Holdings Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
APTV / Aptiv PLC
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FULC / Fulcrum Therapeutics, Inc.
V / Visa Inc.
HXL / Hexcel Corporation
DOW / Dow Inc.
LBRDA / Liberty Broadband Corporation
XEL / Xcel Energy Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
ALB / Albemarle Corporation
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
LBTYK / Liberty Global Ltd.
Y / Alleghany Corp.
VFC / V.F. Corporation
REG / Regency Centers Corporation
TYL / Tyler Technologies, Inc.
LBRDK / Liberty Broadband Corporation
SESN / Sesen Bio Inc.
RGEN / Repligen Corporation
SWX / Southwest Gas Holdings, Inc.
D / Dominion Energy, Inc.
ATVI / Activision Blizzard Inc
AKAM / Akamai Technologies, Inc.
WBA / Walgreens Boots Alliance, Inc.
PSLV / Sprott Physical Silver Trust
CTXS / Citrix Systems, Inc.
DHR / Danaher Corporation
DIS / The Walt Disney Company
CMCSA / Comcast Corporation
HRL / Hormel Foods Corporation
SRCL / Stericycle, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CMI / Cummins Inc.
FTV / Fortive Corporation
HAL / Halliburton Company
LIN / Linde plc
OTIS / Otis Worldwide Corporation
CNC / Centene Corporation
ELV / Elevance Health, Inc.
CTRA / Coterra Energy Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EBAY / eBay Inc.
CARR / Carrier Global Corporation
ITW / Illinois Tool Works Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SBUX / Starbucks Corporation
FHTX / Foghorn Therapeutics Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
QQQ / Invesco QQQ Trust, Series 1
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BLD / TopBuild Corp.
IFF / International Flavors & Fragrances Inc.
CLX / The Clorox Company
DAL / Delta Air Lines, Inc.
LULU / lululemon athletica inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BBY / Best Buy Co., Inc.
MPC / Marathon Petroleum Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AMGN / Amgen Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NFLX / Netflix, Inc.
BIIB / Biogen Inc.
TTC / The Toro Company
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
LW / Lamb Weston Holdings, Inc.
AVB / AvalonBay Communities, Inc.
PHYS / Sprott Physical Gold Trust
SAGE / Sage Therapeutics, Inc.
PRU / Prudential Financial, Inc.
BAC / Bank of America Corporation
ORCL / Oracle Corporation
IBB / iShares Trust - iShares Biotechnology ETF
MCK / McKesson Corporation
MRK / Merck & Co., Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NTRS / Northern Trust Corporation
GLW / Corning Incorporated
NOW / ServiceNow, Inc.
AMZN / Amazon.com, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
WFC / Wells Fargo & Company
CL / Colgate-Palmolive Company
CNI / Canadian National Railway Company
IT / Gartner, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TFC / Truist Financial Corporation
CCI / Crown Castle Inc.
MTB / M&T Bank Corporation
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ADBE / Adobe Inc.
LLY / Eli Lilly and Company
YUMC / Yum China Holdings, Inc.
TTD / The Trade Desk, Inc.
TER / Teradyne, Inc.
WMT / Walmart Inc.
TJX / The TJX Companies, Inc.
FNV / Franco-Nevada Corporation
RF / Regions Financial Corporation
ISRG / Intuitive Surgical, Inc.
SPG / Simon Property Group, Inc.
MSCI / MSCI Inc.
ILMN / Illumina, Inc.
BX / Blackstone Inc.
SYY / Sysco Corporation
SCHW / The Charles Schwab Corporation
GE / General Electric Company
ABT / Abbott Laboratories
ICE / Intercontinental Exchange, Inc.
CSX / CSX Corporation
A / Agilent Technologies, Inc.
RY / Royal Bank of Canada
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
OMC / Omnicom Group Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
WEC / WEC Energy Group, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ADSK / Autodesk, Inc.
META / Meta Platforms, Inc.
K / Kellanova
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
IQV / IQVIA Holdings Inc.
TFX / Teleflex Incorporated
RPM / RPM International Inc.
EXC / Exelon Corporation
ZBRA / Zebra Technologies Corporation
BR / Broadridge Financial Solutions, Inc.
MORF / Morphic Holding, Inc.
SHOP / Shopify Inc.
MGTA / Magenta Therapeutics Inc
EL / The Estée Lauder Companies Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NEE / NextEra Energy, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CMS / CMS Energy Corporation
ORLY / O'Reilly Automotive, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
MMP / Magellan Midstream Partners L.P.
LRCX / Lam Research Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SYK / Stryker Corporation
MCD / McDonald's Corporation
SHW / The Sherwin-Williams Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
AVGO / Broadcom Inc.
LHX / L3Harris Technologies, Inc.
BPMC / Blueprint Medicines Corporation
CHTR / Charter Communications, Inc.
MDLZ / Mondelez International, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CRH / CRH plc
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
SNPS / Synopsys, Inc.
MRVL / Marvell Technology, Inc.
MDT / Medtronic plc
JPM / JPMorgan Chase & Co.
BSX / Boston Scientific Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
HD / The Home Depot, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ALC / Alcon Inc.
MA / Mastercard Incorporated
FDS / FactSet Research Systems Inc.
HON / Honeywell International Inc.
CAT / Caterpillar Inc.
XOM / Exxon Mobil Corporation
FAST / Fastenal Company
BLUE / bluebird bio, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
FI / Fiserv, Inc.
GOOG / Alphabet Inc.
NXPI / NXP Semiconductors N.V.
SIL / Global X Funds - Global X Silver Miners ETF
WPM / Wheaton Precious Metals Corp.
GBCI / Glacier Bancorp, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BA / The Boeing Company
MO / Altria Group, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
GOOGL / Alphabet Inc.
AVY / Avery Dennison Corporation
KMI / Kinder Morgan, Inc.
TXN / Texas Instruments Incorporated
PAYX / Paychex, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
FFIV / F5, Inc.
HSY / The Hershey Company
TROW / T. Rowe Price Group, Inc.
CI / The Cigna Group
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
IBM / International Business Machines Corporation
MS / Morgan Stanley
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CBRE / CBRE Group, Inc.
HPE / Hewlett Packard Enterprise Company
ROST / Ross Stores, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NVDA / NVIDIA Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GM / General Motors Company
TMUS / T-Mobile US, Inc.
QCOM / QUALCOMM Incorporated
INTC / Intel Corporation
PNC / The PNC Financial Services Group, Inc.
STT / State Street Corporation
GILD / Gilead Sciences, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FCN / FTI Consulting, Inc.
BDX / Becton, Dickinson and Company
CRWD / CrowdStrike Holdings, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
TRV / The Travelers Companies, Inc.
AWK / American Water Works Company, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
CRM / Salesforce, Inc.
TSCO / Tractor Supply Company
ED / Consolidated Edison, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
IRM / Iron Mountain Incorporated
CVX / Chevron Corporation
TD / The Toronto-Dominion Bank
AMCR / Amcor plc
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
DELL / Dell Technologies Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ENB / Enbridge Inc.
ALL / The Allstate Corporation
0I14 / Cognex Corporation
ADI / Analog Devices, Inc.
CMG / Chipotle Mexican Grill, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
ZTS / Zoetis Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MET / MetLife, Inc.
ABBV / AbbVie Inc.
ROK / Rockwell Automation, Inc.
CTSH / Cognizant Technology Solutions Corporation
JCI / Johnson Controls International plc
DXCM / DexCom, Inc.
ANSS / ANSYS, Inc.
PEG / Public Service Enterprise Group Incorporated
BMY / Bristol-Myers Squibb Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TGT / Target Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPY / SPDR S&P 500 ETF
RMD / ResMed Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
COST / Costco Wholesale Corporation
DLTR / Dollar Tree, Inc.
KLAC / KLA Corporation
CVS / CVS Health Corporation
DTE / DTE Energy Company
ETR / Entergy Corporation
MMM / 3M Company
MCHP / Microchip Technology Incorporated
MELI / MercadoLibre, Inc.
VOYA / Voya Financial, Inc.
LNT / Alliant Energy Corporation
APH / Amphenol Corporation
STZ / Constellation Brands, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VRSK / Verisk Analytics, Inc.
MCO / Moody's Corporation
TT / Trane Technologies plc
VTV / Vanguard Index Funds - Vanguard Value ETF
BRK.A / Berkshire Hathaway Inc.
EA / Electronic Arts Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ECL / Ecolab Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
CB / Chubb Limited
DOC / Healthpeak Properties, Inc.
ENSG / The Ensign Group, Inc.
INDA / iShares Trust - iShares MSCI India ETF
CBT / Cabot Corporation
WM / Waste Management, Inc.
CME / CME Group Inc.
UNH / UnitedHealth Group Incorporated
PWR / Quanta Services, Inc.
XYL / Xylem Inc.
IDXX / IDEXX Laboratories, Inc.
LYV / Live Nation Entertainment, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AMAT / Applied Materials, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
BALL / Ball Corporation
WSO / Watsco, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MAR / Marriott International, Inc.
CHD / Church & Dwight Co., Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
FIS / Fidelity National Information Services, Inc.
MLM / Martin Marietta Materials, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
LMT / Lockheed Martin Corporation
DUK / Duke Energy Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SPGI / S&P Global Inc.
MU / Micron Technology, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
WTRG / Essential Utilities, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FDX / FedEx Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BRKL / Brookline Bancorp, Inc.
AMT / American Tower Corporation
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
VEEV / Veeva Systems Inc.
AMD / Advanced Micro Devices, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
HII / Huntington Ingalls Industries, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AMP / Ameriprise Financial, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
VYGR / Voyager Therapeutics, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
PLD / Prologis, Inc.
GS / The Goldman Sachs Group, Inc.
BKNG / Booking Holdings Inc.
ANET / Arista Networks Inc
STE / STERIS plc
YUM / Yum! Brands, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MDY / SPDR S&P MidCap 400 ETF Trust
USB / U.S. Bancorp
KO / The Coca-Cola Company
EMR / Emerson Electric Co.
APD / Air Products and Chemicals, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
ES / Eversource Energy
IWB / iShares Trust - iShares Russell 1000 ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BRK.B / Berkshire Hathaway Inc.
NDAQ / Nasdaq, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
NSC / Norfolk Southern Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CSCO / Cisco Systems, Inc.
RTX / RTX Corporation
RLAY / Relay Therapeutics, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
WASH / Washington Trust Bancorp, Inc.
AJG / Arthur J. Gallagher & Co.
SLV / iShares Silver Trust
VMC / Vulcan Materials Company
CTVA / Corteva, Inc.
PPG / PPG Industries, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BRO / Brown & Brown, Inc.
PGR / The Progressive Corporation
PKG / Packaging Corporation of America
HOLX / Hologic, Inc.
WY / Weyerhaeuser Company
APLS / Apellis Pharmaceuticals, Inc.
PSA / Public Storage
DGX / Quest Diagnostics Incorporated
PCAR / PACCAR Inc
KMB / Kimberly-Clark Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MNST / Monster Beverage Corporation
COF / Capital One Financial Corporation
CSL / Carlisle Companies Incorporated
SNY / Sanofi - Depositary Receipt (Common Stock)