Market Value144,376,000
Total Holdings455
File Date2018-10-16
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
PANW / Palo Alto Networks, Inc.
FANG / Diamondback Energy, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BTT / Blackrock Municipal 2030 Target Term Trust
UNIT / Unity Group LLC
/ Windstream Holdings, Inc
AZO / AutoZone, Inc.
UAL / United Airlines Holdings, Inc.
LBRDA / Liberty Broadband Corporation
RHT / Red Hat, Inc.
ASIX / AdvanSix Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
ESV / Ensco plc
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
HIG / The Hartford Insurance Group, Inc.
MO / Altria Group, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
PM / Philip Morris International Inc.
GOOGL / Alphabet Inc.
IBM / International Business Machines Corporation
GOOG / Alphabet Inc.
GLD / SPDR Gold Trust
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LOW / Lowe's Companies, Inc.
BAC / Bank of America Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
KMI / Kinder Morgan, Inc.
PNC / The PNC Financial Services Group, Inc.
IXC / iShares Trust - iShares Global Energy ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DIS / The Walt Disney Company
BX / Blackstone Inc.
JCI / Johnson Controls International plc
CB / Chubb Limited
PYPL / PayPal Holdings, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
TGT / Target Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GIS / General Mills, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
V / Visa Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
CL / Colgate-Palmolive Company
PEP / PepsiCo, Inc.
ABBV / AbbVie Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MA / Mastercard Incorporated
WFC / Wells Fargo & Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RTX / RTX Corporation
JNJ / Johnson & Johnson
SNY / Sanofi - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
CSCO / Cisco Systems, Inc.
DG / Dollar General Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MCHP / Microchip Technology Incorporated
MDT / Medtronic plc
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPY / SPDR S&P 500 ETF
KO / The Coca-Cola Company
MRK / Merck & Co., Inc.
GATX / GATX Corporation
EW / Edwards Lifesciences Corporation
A / Agilent Technologies, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TJX / The TJX Companies, Inc.
COST / Costco Wholesale Corporation
OC / Owens Corning
BRK.B / Berkshire Hathaway Inc.
C / Citigroup Inc.
APD / Air Products and Chemicals, Inc.
UNH / UnitedHealth Group Incorporated
PEG / Public Service Enterprise Group Incorporated
PRU / Prudential Financial, Inc.
GLW / Corning Incorporated
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
WMT / Walmart Inc.
LMT / Lockheed Martin Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
GD / General Dynamics Corporation
COR / Cencora, Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
WEC / WEC Energy Group, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
HBI / Hanesbrands Inc.
RH / RH
DLTR / Dollar Tree, Inc.
SBRA / Sabra Health Care REIT, Inc.
BSJJ / Invesco BulletShares 2019 High Yield Corporate Bond ETF
VOYA / Voya Financial, Inc.
ECA / EnCana Corp.
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
INVESCO EXCH TRD SLF IDX FD / BULSHS2018 COR (46138J106)
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
RVT / Royce Small-Cap Trust, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
COP / ConocoPhillips
WDAY / Workday, Inc.
PCAR / PACCAR Inc
CMP / Compass Minerals International, Inc.
CSFL / Centerstate Banks, Inc.
RF / Regions Financial Corporation
/ Delphi Technologies PLC
INVESCO EXCH TRD SLF IDX FD / BULSHS 2018 HY (46138J205)
IOO / iShares Trust - iShares Global 100 ETF
MDLZ / Mondelez International, Inc.
TAP / Molson Coors Beverage Company
SIVB / SVB Financial Group
APU / AmeriGas Partners, L.P.
US0325111070 / Anadarko Petroleum Corp.
EMN / Eastman Chemical Company
CME / CME Group Inc.
WEX / WEX Inc.
SWK / Stanley Black & Decker, Inc.
SYF / Synchrony Financial
US1182301010 / Buckeye Partners, L.P.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
NRP / Natural Resource Partners L.P. - Limited Partnership
DFS / Discover Financial Services
TLTD / FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
CC / The Chemours Company
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
LNC / Lincoln National Corporation
PFBI / Premier Financial Bancorp, Inc.
HE / Hawaiian Electric Industries, Inc.
FOX / Fox Corporation
SRE / Sempra
FRC / First Republic Bank
XUSAX / Liberty All Star Equity Fund
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
/ TD AmeriTrade Holding Corp.
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
FCVT / First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
OZK / Bank OZK
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
BMRN / BioMarin Pharmaceutical Inc.
GNTX / Gentex Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
LULU / lululemon athletica inc.
MTG / MGIC Investment Corporation
VECO / Veeco Instruments Inc.
XRAY / DENTSPLY SIRONA Inc.
KEY / KeyCorp
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VSM / Versum Materials, Inc.
SJM / The J. M. Smucker Company
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
BTO / John Hancock Financial Opportunities Fund
74005P104 / Praxair, Inc.
BOE / BlackRock Enhanced Global Dividend Trust
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
US0549371070 / BB&T Corp.
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
ADX / Adams Diversified Equity Fund, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
IWC / iShares Trust - iShares Micro-Cap ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
GQRE / FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
ALLE / Allegion plc
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
US0153511094 / Alexion Pharmaceuticals, Inc.
VFC / V.F. Corporation
CHD / Church & Dwight Co., Inc.
US20605P1012 / Concho Resources, Inc.
MLPA / Global X Funds - Global X MLP ETF
SEP / Spectra Energy Partners LP
AB / AllianceBernstein Holding L.P. - Limited Partnership
NLY / Annaly Capital Management, Inc.
EWZS / iShares Trust - iShares MSCI Brazil Small-Cap ETF
DISH / DISH Network Corporation
CMS / CMS Energy Corporation
ESRX / Express Scripts Holding Co.
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
EGL / Engility Holdings, Inc.
NI / NiSource Inc.
CCT / Comcast Corporation - Preferred Security
IYG / iShares Trust - iShares U.S. Financial Services ETF
OMF / OneMain Holdings, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FAF / First American Financial Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
BSCL / Invesco Capital Management LLC - Invesco BulletShares 2021 Corporate Bond ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
APTV / Aptiv PLC
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
HPI / John Hancock Preferred Income Fund
018490100 / Allergan plc
RDS.B / Shell Plc - ADR
ZTS / Zoetis Inc.
MMP / Magellan Midstream Partners L.P.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ROAM / Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
MET / MetLife, Inc.
BSCJ / Invesco BulletShares 2019 Corporate Bond ETF
EOG / EOG Resources, Inc.
ED / Consolidated Edison, Inc.
AET / Aetna, Inc.
AMP / Ameriprise Financial, Inc.
RTN / Raytheon Co.
DNOW / DNOW Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
CNXC / Concentrix Corporation
NSC / Norfolk Southern Corporation
PBA / Pembina Pipeline Corporation
FTR / Frontier Communications Corp.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
WCN / Waste Connections, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
YUMC / Yum China Holdings, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
GM.WS.B / General Motors Company - Warrants 07/10/2019
IAT / iShares Trust - iShares U.S. Regional Banks ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CERN / Cerner Corp.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
QCOM / QUALCOMM Incorporated
INTC / Intel Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
META / Meta Platforms, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DHR / Danaher Corporation
PFE / Pfizer Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADBE / Adobe Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NOW / ServiceNow, Inc.
SRCL / Stericycle, Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
HYLD / Exchange Listed Funds Trust - High Yield ETF
TD / The Toronto-Dominion Bank
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NOV / NOV Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IVZ / Invesco Ltd.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NFX / Newfield Exploration Company
MKC / McCormick & Company, Incorporated
PH / Parker-Hannifin Corporation
AMH / American Homes 4 Rent
UA / Under Armour, Inc.
MSM / MSC Industrial Direct Co., Inc.
ADP / Automatic Data Processing, Inc.
GHYG / iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
PSA / Public Storage
AMT / American Tower Corporation
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
TDG / TransDigm Group Incorporated
CSX / CSX Corporation
CVS / CVS Health Corporation
VTR / Ventas, Inc.
BIIB / Biogen Inc.
LLL / JX Luxventure Limited
REGN / Regeneron Pharmaceuticals, Inc.
RLGY / Realogy Holdings Corp
USB / U.S. Bancorp
COO / The Cooper Companies, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
APA / APA Corporation
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
19041P105 / CBS Corp.
WBA / Walgreens Boots Alliance, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
KKR / KKR & Co. Inc.
KLAC / KLA Corporation
HUM / Humana Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
PEB / Pebblebrook Hotel Trust
LITE / Lumentum Holdings Inc.
AKAM / Akamai Technologies, Inc.
GURE / Gulf Resources, Inc.
SYY / Sysco Corporation
EQIX / Equinix, Inc.
JAX / J. Alexanders Holdings Inc
AIG / American International Group, Inc.
ADM / Archer-Daniels-Midland Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AVGO / Broadcom Inc.
MS / Morgan Stanley
UAA / Under Armour, Inc.
VIAV / Viavi Solutions Inc.
JLL / Jones Lang LaSalle Incorporated
PXD / Pioneer Natural Resources Company
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
AXP / American Express Company
DVY / iShares Trust - iShares Select Dividend ETF
PAYX / Paychex, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IAU / iShares Gold Trust
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ORLY / O'Reilly Automotive, Inc.
NEE / NextEra Energy, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VMW / Vmware Inc. - Class A
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
CELG / Celgene Corp.
PEAK / Healthpeak Properties, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IYE / iShares Trust - iShares U.S. Energy ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
JPM / JPMorgan Chase & Co.
EMR / Emerson Electric Co.
WY / Weyerhaeuser Company
GILD / Gilead Sciences, Inc.
FIS / Fidelity National Information Services, Inc.
LUMN / Lumen Technologies, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SO / The Southern Company
TMUS / T-Mobile US, Inc.
MMM / 3M Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EQT / EQT Corporation
ACN / Accenture plc
HSY / The Hershey Company
C.WSA / Citigroup, Inc.
TMO / Thermo Fisher Scientific Inc.
DUK / Duke Energy Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
TRV / The Travelers Companies, Inc.
IQV / IQVIA Holdings Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SLB / Schlumberger Limited
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
IR / Ingersoll Rand Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ET / Energy Transfer LP - Limited Partnership
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GM / General Motors Company
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IFF / International Flavors & Fragrances Inc.
DOW / Dow Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
BFB / Brown-Forman Corp. - Class B
VHT / Vanguard World Fund - Vanguard Health Care ETF
RRC / Range Resources Corporation
SCHW / The Charles Schwab Corporation
UPS / United Parcel Service, Inc.
DNP / DNP Select Income Fund Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SBUX / Starbucks Corporation
MSFT / Microsoft Corporation
ITW / Illinois Tool Works Inc.
BKNG / Booking Holdings Inc.
ENB / Enbridge Inc.
D / Dominion Energy, Inc.
HON / Honeywell International Inc.
YUM / Yum! Brands, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ETN / Eaton Corporation plc
GAM / General American Investors Company, Inc.
ROK / Rockwell Automation, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GSG / iShares S&P GSCI Commodity-Indexed Trust
NUE / Nucor Corporation
GS / The Goldman Sachs Group, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CVX / Chevron Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BA / The Boeing Company
OMC / Omnicom Group Inc.
SFM / Sprouts Farmers Market, Inc.
NKE / NIKE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
CNNE / Cannae Holdings, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
MAS / Masco Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
O / Realty Income Corporation
INDA / iShares Trust - iShares MSCI India ETF
XOM / Exxon Mobil Corporation
MCK / McKesson Corporation
AAPL / Apple Inc.
BMY / Bristol-Myers Squibb Company
OXY / Occidental Petroleum Corporation
PLUG / Plug Power Inc.
ADI / Analog Devices, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
TIP / iShares Trust - iShares TIPS Bond ETF
FDX / FedEx Corporation
AMZN / Amazon.com, Inc.
VNOM / Viper Energy, Inc.
HRL / Hormel Foods Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ORCL / Oracle Corporation
T / AT&T Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
LLY / Eli Lilly and Company
IWM / iShares Trust - iShares Russell 2000 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
GWW / W.W. Grainger, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
CRM / Salesforce, Inc.
CAT / Caterpillar Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AMAT / Applied Materials, Inc.
SPLK / Splunk Inc.
PSX / Phillips 66
UNP / Union Pacific Corporation
AMGN / Amgen Inc.
FE / FirstEnergy Corp.
BKD / Brookdale Senior Living Inc.
BSX / Boston Scientific Corporation
CMCSA / Comcast Corporation
QQQ / Invesco QQQ Trust, Series 1
VEEV / Veeva Systems Inc.
MLM / Martin Marietta Materials, Inc.
ECL / Ecolab Inc.
WPP / WPP plc - Depositary Receipt (Common Stock)
WELL / Welltower Inc.
DVN / Devon Energy Corporation
ICE / Intercontinental Exchange, Inc.