Market Value449,915
Total Holdings455
File Date2023-04-18
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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Current Value
(USD x1000)
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UNH / UnitedHealth Group Incorporated
SYY / Sysco Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
DLR / Digital Realty Trust, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
J / Jacobs Solutions Inc.
PG / The Procter & Gamble Company
DIS / The Walt Disney Company
JNJ / Johnson & Johnson
MCK / McKesson Corporation
GLD / SPDR Gold Trust
BBY / Best Buy Co., Inc.
NXPI / NXP Semiconductors N.V.
UNM / Unum Group
SXI / Standex International Corporation
NEP / XPLR Infrastructure, LP - Limited Partnership
SO / The Southern Company
SNX / TD SYNNEX Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
YUM / Yum! Brands, Inc.
SWKS / Skyworks Solutions, Inc.
BDX / Becton, Dickinson and Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
STX / Seagate Technology Holdings plc
RTX / RTX Corporation
MET / MetLife, Inc.
UAL / United Airlines Holdings, Inc.
HD / The Home Depot, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CNR / Canadian National Railway Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AVGO / Broadcom Inc.
OTIS / Otis Worldwide Corporation
CME / CME Group Inc.
BWA / BorgWarner Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ADI / Analog Devices, Inc.
PPG / PPG Industries, Inc.
ROK / Rockwell Automation, Inc.
UBER / Uber Technologies, Inc.
ROP / Roper Technologies, Inc.
MO / Altria Group, Inc.
CSX / CSX Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IQV / IQVIA Holdings Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CLX / The Clorox Company
TDC / Teradata Corporation
BRK.A / Berkshire Hathaway Inc.
BIIB / Biogen Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
SPOT / Spotify Technology S.A.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
VMC / Vulcan Materials Company
MNST / Monster Beverage Corporation
IEX / IDEX Corporation
CARR / Carrier Global Corporation
DKS / DICK'S Sporting Goods, Inc.
TTM / Tata Motors Ltd. - ADR
BHB / Bar Harbor Bankshares
MDVT / Middlebury National Corporation
DFS / Discover Financial Services
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
TEL / TE Connectivity plc
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
MCO / Moody's Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
NAD / Nuveen Quality Municipal Income Fund
BYDDF / BYD Company Limited
MGXMF / MGX Minerals Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
INE / Innergex Renewable Energy Inc.
BAMR / Brookfield Reinsurance Ltd (Exchangeable Shares, Sub Voting) - Class A
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MMU / Western Asset Managed Municipals Fund Inc.
BRER / Bresler & Reiner, Inc.
GRMN / Garmin Ltd.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PACK / Ranpak Holdings Corp.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
GOEV / Canoo Inc.
PANW / Palo Alto Networks, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LHX / L3Harris Technologies, Inc.
FLEX / Flex Ltd.
LNC / Lincoln National Corporation
MQY / BlackRock MuniYield Quality Fund, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
PPL / PPL Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CSCO / Cisco Systems, Inc.
ABBV / AbbVie Inc.
KO / The Coca-Cola Company
GPC / Genuine Parts Company
HBI / Hanesbrands Inc.
SYF / Synchrony Financial
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
DEO / Diageo plc - Depositary Receipt (Common Stock)
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CDP / COPT Defense Properties
IFN / The India Fund, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
ICE / Intercontinental Exchange, Inc.
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
DG / Dollar General Corporation
HAL / Halliburton Company
VLVLY / AB Volvo (publ) - Depositary Receipt (Common Stock)
HASI / HA Sustainable Infrastructure Capital, Inc.
AAL / American Airlines Group Inc.
VRTX / Vertex Pharmaceuticals Incorporated
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
KD / Kyndryl Holdings, Inc.
TD N / The Toronto-Dominion Bank
ACN / Accenture plc
V / Visa Inc.
XEL / Xcel Energy Inc.
BAC / Bank of America Corporation
PNC / The PNC Financial Services Group, Inc.
VSAT / Viasat, Inc.
ADBE / Adobe Inc.
IFF / International Flavors & Fragrances Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MMC / Marsh & McLennan Companies, Inc.
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
ORCL / Oracle Corporation
ISRG / Intuitive Surgical, Inc.
OVV / Ovintiv Inc.
BMY / Bristol-Myers Squibb Company
TT / Trane Technologies plc
AAWW / Atlas Air Worldwide Holdings Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GFS / GLOBALFOUNDRIES Inc.
QQQ / Invesco QQQ Trust, Series 1
MRK / Merck & Co., Inc.
TEX / Terex Corporation
PEP / PepsiCo, Inc.
NSC / Norfolk Southern Corporation
SPLK / Splunk Inc.
GILD / Gilead Sciences, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ELV / Elevance Health, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
BAM / Brookfield Asset Management Ltd.
CVX / Chevron Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CL / Colgate-Palmolive Company
NOW / ServiceNow, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PWR / Quanta Services, Inc.
STZ / Constellation Brands, Inc.
FTNT / Fortinet, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IAU / iShares Gold Trust
TRI / Thomson Reuters Corporation
AFL / Aflac Incorporated
TMO / Thermo Fisher Scientific Inc.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
WWW / Wolverine World Wide, Inc.
XYL / Xylem Inc.
SBUX / Starbucks Corporation
INDA / iShares Trust - iShares MSCI India ETF
GLW / Corning Incorporated
BSX.PRA / Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
TOKE / Cambria ETF Trust - Cambria Cannabis ETF
VST / Vistra Corp.
MA / Mastercard Incorporated
OGN / Organon & Co.
ITW / Illinois Tool Works Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CMA / Comerica Incorporated
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
PH / Parker-Hannifin Corporation
ED / Consolidated Edison, Inc.
ASTE / Astec Industries, Inc.
NVDA / NVIDIA Corporation
WFC / Wells Fargo & Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
EMN / Eastman Chemical Company
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
AMP / Ameriprise Financial, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
GS / The Goldman Sachs Group, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PSX / Phillips 66
MDT / Medtronic plc
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
NSA / National Storage Affiliates Trust
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
AMKR / Amkor Technology, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TSLA / Tesla, Inc.
CMCSA / Comcast Corporation
PEG / Public Service Enterprise Group Incorporated
BKNG / Booking Holdings Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
LNG / Cheniere Energy, Inc.
FI / Fiserv, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TFC / Truist Financial Corporation
TRP / TC Energy Corporation
OGE / OGE Energy Corp.
MCD / McDonald's Corporation
WY / Weyerhaeuser Company
BAX / Baxter International Inc.
SCHW / The Charles Schwab Corporation
HRL / Hormel Foods Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
NOC / Northrop Grumman Corporation
CMI / Cummins Inc.
GIS / General Mills, Inc.
WELL / Welltower Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
WBA / Walgreens Boots Alliance, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
AHPI / Allied Healthcare Product Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SNAP / Snap Inc.
GILT / Gilat Satellite Networks Ltd.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
AVY / Avery Dennison Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
GOOGL / Alphabet Inc.
LNT / Alliant Energy Corporation
FAX / Abrdn Asia-Pacific Income Fund Inc
ATO / Atmos Energy Corporation
TGT / Target Corporation
C / Citigroup Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
T / AT&T Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
VRSK / Verisk Analytics, Inc.
COR / Cencora, Inc.
TJX / The TJX Companies, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
KHC / The Kraft Heinz Company
FHN / First Horizon Corporation
GEHC / GE HealthCare Technologies Inc.
AON / Aon plc
FXI / iShares Trust - iShares China Large-Cap ETF
ALL / The Allstate Corporation
VGLS / VG Life Sciences Inc.
QQQN / Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF
SRSC / Sears Canada Inc.
IIM / Invesco Value Municipal Income Trust
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
MSEX / Middlesex Water Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EA / Electronic Arts Inc.
AMCX / AMC Networks Inc.
IMO / Imperial Oil Limited
AJG / Arthur J. Gallagher & Co.
WEC / WEC Energy Group, Inc.
LHCG / LHC Group Inc
VTR / Ventas, Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
QRVO / Qorvo, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MS / Morgan Stanley
IR / Ingersoll Rand Inc.
XOM / Exxon Mobil Corporation
SPGI / S&P Global Inc.
CAT / Caterpillar Inc.
NEE / NextEra Energy, Inc.
UDR / UDR, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SUU N / Suncor Energy Inc.
MMM / 3M Company
THO / THOR Industries, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LLY / Eli Lilly and Company
LUMN / Lumen Technologies, Inc.
APH / Amphenol Corporation
GD / General Dynamics Corporation
NVT / nVent Electric plc
IDXX / IDEXX Laboratories, Inc.
AMD / Advanced Micro Devices, Inc.
VZ / Verizon Communications Inc.
ZTS / Zoetis Inc.
ATR / AptarGroup, Inc.
AMT / American Tower Corporation
ITGR / Integer Holdings Corporation
VLO / Valero Energy Corporation
MKSI / MKS Inc.
AMAT / Applied Materials, Inc.
MUSA / Murphy USA Inc.
TBLU / Managed Portfolio Series - Tortoise Global Water ESG Fund
YUMC / Yum China Holdings, Inc.
IBM / International Business Machines Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
DOW / Dow Inc.
ETN / Eaton Corporation plc
CAAS / China Automotive Systems, Inc.
EXPD / Expeditors International of Washington, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DUK / Duke Energy Corporation
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
PM / Philip Morris International Inc.
IRM / Iron Mountain Incorporated
PYPL / PayPal Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PXD / Pioneer Natural Resources Company
EL / The Estée Lauder Companies Inc.
VWSYF / Vestas Wind Systems A/S
AXP / American Express Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BCE / BCE Inc.
IT / Gartner, Inc.
ADSK / Autodesk, Inc.
TXN / Texas Instruments Incorporated
EQR / Equity Residential
JBL / Jabil Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
A / Agilent Technologies, Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
SWK / Stanley Black & Decker, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
FIS / Fidelity National Information Services, Inc.
C.WSA / Citigroup, Inc.
WU / The Western Union Company
SRE / Sempra
PEAK / Healthpeak Properties, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
DISH / DISH Network Corporation
EIX / Edison International
AMGN / Amgen Inc.
APTV / Aptiv PLC
INTC / Intel Corporation
DE / Deere & Company
BALL / Ball Corporation
EWBC / East West Bancorp, Inc.
KEYS / Keysight Technologies, Inc.
MSCI / MSCI Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SON / Sonoco Products Company
ALRS / Alerus Financial Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ARWR / Arrowhead Pharmaceuticals, Inc.
TRMK / Trustmark Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
SKYW / SkyWest, Inc.
DVN / Devon Energy Corporation
WH / Wyndham Hotels & Resorts, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
MMP / Magellan Midstream Partners L.P.
RUN / Sunrun Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
TPR / Tapestry, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
DRI / Darden Restaurants, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
SRNE / Sorrento Therapeutics, Inc.
DEEP / ETF Series Solutions - Acquirers Deep Value ETF
KRC / Kilroy Realty Corporation
GM / General Motors Company
AEP / American Electric Power Company, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
RMT / Royce Micro-Cap Trust, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
NFLX / Netflix, Inc.
SFIX / Stitch Fix, Inc.
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
ALLE / Allegion plc
PFE / Pfizer Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LH / Labcorp Holdings Inc.
INGR / Ingredion Incorporated
DHR / Danaher Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DOV / Dover Corporation
PAYX / Paychex, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BA / The Boeing Company
AAPL / Apple Inc.
GEN / Gen Digital Inc.
LMT / Lockheed Martin Corporation
GE / General Electric Company
SPY / SPDR S&P 500 ETF
ET / Energy Transfer LP - Limited Partnership
UPS / United Parcel Service, Inc.
AMZN / Amazon.com, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
OXY / Occidental Petroleum Corporation
OKE / ONEOK, Inc.
ADP / Automatic Data Processing, Inc.
JPM / JPMorgan Chase & Co.
USB / U.S. Bancorp
LOW / Lowe's Companies, Inc.
TNL / Travel + Leisure Co.
SLB / Schlumberger Limited
COP / ConocoPhillips
GOOGL / Alphabet Inc.
CRM / Salesforce, Inc.
WMT / Walmart Inc.
MSFT / Microsoft Corporation
COF / Capital One Financial Corporation
ADM / Archer-Daniels-Midland Company
WBD / Warner Bros. Discovery, Inc.
NKE / NIKE, Inc.
UNP / Union Pacific Corporation
CTVA / Corteva, Inc.
FSLR / First Solar, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
BK / The Bank of New York Mellon Corporation
COST / Costco Wholesale Corporation
EW / Edwards Lifesciences Corporation
QCOM / QUALCOMM Incorporated
INTU / Intuit Inc.
CBRE / CBRE Group, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
FDX / FedEx Corporation
CB / Chubb Limited
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
PSA / Public Storage
ECL / Ecolab Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PARA / Paramount Global
ATVI / Activision Blizzard Inc
CI / The Cigna Group
PGR / The Progressive Corporation
MTB / M&T Bank Corporation
WPC / W. P. Carey Inc.
HSY / The Hershey Company
CINF / Cincinnati Financial Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HES / Hess Corporation
ALEX / Alexander & Baldwin, Inc.
LEN / Lennar Corporation
BX / Blackstone Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ACNB / ACNB Corporation
FDUS / Fidus Investment Corporation
CP / Canadian Pacific Railway Ltd
JEF / Jefferies Financial Group Inc.
SABR / Sabre Corporation
STE / STERIS plc
BPOP / Popular, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CBU / Community Financial System, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ABT / Abbott Laboratories
VYX / NCR Voyix Corporation
REGN / Regeneron Pharmaceuticals, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
KMB / Kimberly-Clark Corporation
MDLZ / Mondelez International, Inc.
HON / Honeywell International Inc.
CHTR / Charter Communications, Inc.
EMR / Emerson Electric Co.
CEG / Constellation Energy Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
EBAY / eBay Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AFK / VanEck ETF Trust - VanEck Africa Index ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MPC / Marathon Petroleum Corporation
DD / DuPont de Nemours, Inc.
WPP / WPP plc - Depositary Receipt (Common Stock)
LIN / Linde plc
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FTXP / Foothills Exploration, Inc.
CVS / CVS Health Corporation
D / Dominion Energy, Inc.
VFC / V.F. Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BRK.B / Berkshire Hathaway Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TPIC / TPI Composites, Inc.
HUM / Humana Inc.
NUE / Nucor Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BR / Broadridge Financial Solutions, Inc.
MSI / Motorola Solutions, Inc.
EOG / EOG Resources, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WHR / Whirlpool Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WTRG / Essential Utilities, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BN / Brookfield Corporation
CCI / Crown Castle Inc.
TRV / The Travelers Companies, Inc.
CHE / Chemed Corporation
ES / Eversource Energy
IYH / iShares Trust - iShares U.S. Healthcare ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
WTS / Watts Water Technologies, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IYF / iShares Trust - iShares U.S. Financials ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
NTR / Nutrien Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF