| HUM / Humana Inc.
|
|
|
|
|
|
|
|
| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| HUBB / Hubbell Incorporated
|
|
|
|
|
|
|
|
| GDX / VanEck ETF Trust - VanEck Gold Miners ETF
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| ZG / Zillow Group, Inc.
|
|
|
|
|
|
|
|
| DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| MUE / BlackRock MuniHoldings Quality Fund II, Inc.
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| DEI / Douglas Emmett, Inc.
|
|
|
|
|
|
|
|
| IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| STE / STERIS plc
|
|
|
|
|
|
|
|
| SIG / Signet Jewelers Limited
|
|
|
|
|
|
|
|
| FCNCA / First Citizens BancShares, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| COMP / Compass, Inc.
|
|
|
|
|
|
|
|
| CVLT / Commvault Systems, Inc.
|
|
|
|
|
|
|
|
| XYZ / Block, Inc.
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
| TRMB / Trimble Inc.
|
|
|
|
|
|
|
|
| J / Jacobs Solutions Inc.
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| BALL / Ball Corporation
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| VMC / Vulcan Materials Company
|
|
|
|
|
|
|
|
| INSE / Inspired Entertainment, Inc.
|
|
|
|
|
|
|
|
| BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| EXPD / Expeditors International of Washington, Inc.
|
|
|
|
|
|
|
|
| ENTG / Entegris, Inc.
|
|
|
|
|
|
|
|
| PLNT / Planet Fitness, Inc.
|
|
|
|
|
|
|
|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
|
|
| PTC / PTC Inc.
|
|
|
|
|
|
|
|
| WAB / Westinghouse Air Brake Technologies Corporation
|
|
|
|
|
|
|
|
| GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| ANET / Arista Networks Inc
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| SPG / Simon Property Group, Inc.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| CACI / CACI International Inc
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
| BRO / Brown & Brown, Inc.
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| EG / Everest Group, Ltd.
|
|
|
|
|
|
|
|
| CXT / Crane NXT, Co.
|
|
|
|
|
|
|
|
| EXP / Eagle Materials Inc.
|
|
|
|
|
|
|
|
| VSEC / VSE Corporation
|
|
|
|
|
|
|
|
| PCQ / PIMCO California Municipal Income Fund
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| EIX / Edison International
|
|
|
|
|
|
|
|
| AAP / Advance Auto Parts, Inc.
|
|
|
|
|
|
|
|
| WEX / WEX Inc.
|
|
|
|
|
|
|
|
| VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
|
|
|
|
|
|
|
|
| PRGO / Perrigo Company plc
|
|
|
|
|
|
|
|
| SMRT / SmartRent, Inc.
|
|
|
|
|
|
|
|
| PSO / Pearson plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LH / Labcorp Holdings Inc.
|
|
|
|
|
|
|
|
| NKX / Nuveen California AMT-Free Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| CASY / Casey's General Stores, Inc.
|
|
|
|
|
|
|
|
| BKR / Baker Hughes Company
|
|
|
|
|
|
|
|
| BWXT / BWX Technologies, Inc.
|
|
|
|
|
|
|
|
| SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| MIDD / The Middleby Corporation
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| CSX / CSX Corporation
|
|
|
|
|
|
|
|
| ABNB / Airbnb, Inc.
|
|
|
|
|
|
|
|
| BFK / BlackRock Municipal Income Trust
|
|
|
|
|
|
|
|
| DAY / Dayforce Inc.
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| OHI / Omega Healthcare Investors, Inc.
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| MNST / Monster Beverage Corporation
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| SATL / Satellogic Inc.
|
|
|
|
|
|
|
|
| JBI / Janus International Group, Inc.
|
|
|
|
|
|
|
|
| POOL / Pool Corporation
|
|
|
|
|
|
|
|
| WMG / Warner Music Group Corp.
|
|
|
|
|
|
|
|
| MODG / Topgolf Callaway Brands Corp.
|
|
|
|
|
|
|
|
| MTN / Vail Resorts, Inc.
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| CNQ / Canadian Natural Resources Limited
|
|
|
|
|
|
|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
|
|
| WMB / The Williams Companies, Inc.
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| WSO / Watsco, Inc.
|
|
|
|
|
|
|
|
| MAIN / Main Street Capital Corporation
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
| WIT / Wipro Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
|
|
|
|
|
|
|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
| VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| AOS / A. O. Smith Corporation
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| FWONK / Formula One Group
|
|
|
|
|
|
|
|
| AUID / authID Inc.
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| EVN / Eaton Vance Municipal Income Trust
|
|
|
|
|
|
|
|
| HHH / Howard Hughes Holdings Inc.
|
|
|
|
|
|
|
|
| VICR / Vicor Corporation
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
| MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
|
|
|
|
|
|
|
|
| MLM / Martin Marietta Materials, Inc.
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| BHVN / Biohaven Ltd.
|
|
|
|
|
|
|
|
| MP / MP Materials Corp.
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| CEG / Constellation Energy Corporation
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| LNZA / LanzaTech Global, Inc.
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| SAP / SAP SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| PINS / Pinterest, Inc.
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| TSCO / Tractor Supply Company
|
|
|
|
|
|
|
|
| MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| LULU / lululemon athletica inc.
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| OPEN / Opendoor Technologies Inc.
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| RVTY / Revvity, Inc.
|
|
|
|
|
|
|
|
| COIN / Coinbase Global, Inc.
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| CNM / Core & Main, Inc.
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
| CMG / Chipotle Mexican Grill, Inc.
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| TDG / TransDigm Group Incorporated
|
|
|
|
|
|
|
|
| CW / Curtiss-Wright Corporation
|
|
|
|
|
|
|
|
| PRMW / Primo Water Corporation
|
|
|
|
|
|
|
|
| FLEX / Flex Ltd.
|
|
|
|
|
|
|
|
| MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
|
|
|
|
|
|
|
|
| MTCH / Match Group, Inc.
|
|
|
|
|
|
|
|
| VRRM / Verra Mobility Corporation
|
|
|
|
|
|
|
|
| MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
|
|
|
|
|
|
|
|
| CSGP / CoStar Group, Inc.
|
|
|
|
|
|
|
|
| MGM / MGM Resorts International
|
|
|
|
|
|
|
|
| GPK / Graphic Packaging Holding Company
|
|
|
|
|
|
|
|
| CR / Crane Company
|
|
|
|
|
|
|
|
| NVT / nVent Electric plc
|
|
|
|
|
|
|
|
| NKLA / Nikola Corporation
|
|
|
|
|
|
|
|
| SP / SP Plus Corporation
|
|
|
|
|
|
|
|
| CCJ / Cameco Corporation
|
|
|
|
|
|
|
|
| CBOE / Cboe Global Markets, Inc.
|
|
|
|
|
|
|
|
| CNH / CNH Industrial N.V.
|
|
|
|
|
|
|
|
| MSA / MSA Safety Incorporated
|
|
|
|
|
|
|
|
| ORLY / O'Reilly Automotive, Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| SCI / Service Corporation International
|
|
|
|
|
|
|
|
| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| TQQQ / ProShares Trust - ProShares UltraPro QQQ
|
|
|
|
|
|
|
|
| WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
|
|
|
|
|
|
|
| ILMN / Illumina, Inc.
|
|
|
|
|
|
|
|
| ADSK / Autodesk, Inc.
|
|
|
|
|
|
|
|
| FBIN / Fortune Brands Innovations, Inc.
|
|
|
|
|
|
|
|
| DAVA / Endava plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BNY / BlackRock New York Municipal Income Trust
|
|
|
|
|
|
|
|
| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| PCOR / Procore Technologies, Inc.
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| CRS / Carpenter Technology Corporation
|
|
|
|
|
|
|
|
| VKI / Invesco Advantage Municipal Income Trust II
|
|
|
|
|
|
|
|
| ALTI / AlTi Global, Inc.
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| PMX / PIMCO Municipal Income Fund III
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
| UTZ / Utz Brands, Inc.
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| PCK / PIMCO California Municipal Income Fund II
|
|
|
|
|
|
|
|
| MCHI / iShares Trust - iShares MSCI China ETF
|
|
|
|
|
|
|
|
| MC / Moelis & Company
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| FANG / Diamondback Energy, Inc.
|
|
|
|
|
|
|
|
| VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| SNOW / Snowflake Inc.
|
|
|
|
|
|
|
|
| PLUG / Plug Power Inc.
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| CION / CION Investment Corporation
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| ATHA / Athira Pharma, Inc.
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| MRNA / Moderna, Inc.
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| HPE / Hewlett Packard Enterprise Company
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| CP / Canadian Pacific Kansas City Limited
|
|
|
|
|
|
|
|
| PRIM / Primoris Services Corporation
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| VGM / Invesco Trust for Investment Grade Municipals
|
|
|
|
|
|
|
|
| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| MYD / BlackRock MuniYield Fund, Inc.
|
|
|
|
|
|
|
|
| SHOP / Shopify Inc.
|
|
|
|
|
|
|
|
| BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| KLAC / KLA Corporation
|
|
|
|
|
|
|
|
| VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
| TTWO / Take-Two Interactive Software, Inc.
|
|
|
|
|
|
|
|
| TECH / Bio-Techne Corporation
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| IBIT / iShares Bitcoin Trust ETF
|
|
|
|
|
|
|
|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VRT / Vertiv Holdings Co
|
|
|
|
|
|
|
|
| CMI / Cummins Inc.
|
|
|
|
|
|
|
|
| ITT / ITT Inc.
|
|
|
|
|
|
|
|
| PMO / Putnam Municipal Opportunities Trust
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| WDAY / Workday, Inc.
|
|
|
|
|
|
|
|
| EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
|
|
|
|
|
|
|
|
| PML / PIMCO Municipal Income Fund II
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| PSN / Parsons Corporation
|
|
|
|
|
|
|
|
| LHX / L3Harris Technologies, Inc.
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| EXPE / Expedia Group, Inc.
|
|
|
|
|
|
|
|
| LNW / Light & Wonder, Inc.
|
|
|
|
|
|
|
|
| SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
|
|
|
|
|
|
|
|
| HLT / Hilton Worldwide Holdings Inc.
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
|
|
|
| MMU / Western Asset Managed Municipals Fund Inc.
|
|
|
|
|
|
|
|
| TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| CSTL / Castle Biosciences, Inc.
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| FFIV / F5, Inc.
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| NAD / Nuveen Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| ENVX / Enovix Corporation
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
| GM / General Motors Company
|
|
|
|
|
|
|
|
| LYV / Live Nation Entertainment, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| NZF / Nuveen Municipal Credit Income Fund
|
|
|
|
|
|
|
|
| BLE / BlackRock Municipal Income Trust II
|
|
|
|
|
|
|
|
| SHV / iShares Trust - iShares Short Treasury Bond ETF
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| PWR / Quanta Services, Inc.
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| TKO / TKO Group Holdings, Inc.
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| VMO / Invesco Municipal Opportunity Trust
|
|
|
|
|
|
|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
| CLH / Clean Harbors, Inc.
|
|
|
|
|
|
|
|
| TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
| MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
|
|
|
|
|
|
|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| AZO / AutoZone, Inc.
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| MSCI / MSCI Inc.
|
|
|
|
|
|
|
|
| NEA / Nuveen AMT-Free Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
| NXGL / NEXGEL, Inc.
|
|
|
|
|
|
|
|
| PNFP / Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
|
|
| CDW / CDW Corporation
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| BJ / BJ's Wholesale Club Holdings, Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| BYM / BlackRock Municipal Income Quality Trust
|
|
|
|
|
|
|
|
| TTC / The Toro Company
|
|
|
|
|
|
|
|
| VKQ / Invesco Municipal Trust
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| MHD / BlackRock MuniHoldings Fund, Inc.
|
|
|
|
|
|
|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
|
|
|
|
|
|
|
|
| LNG / Cheniere Energy, Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| FCX / Freeport-McMoRan Inc.
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| HCA / HCA Healthcare, Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| IGM / iShares Trust - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
|
|
| ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
|
|
|
|
|
|
|
|
| MORN / Morningstar, Inc.
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| SGI / Somnigroup International Inc.
|
|
|
|
|
|
|
|
| MQY / BlackRock MuniYield Quality Fund, Inc.
|
|
|
|
|
|
|
|
| ADAP / Adaptimmune Therapeutics plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EA / Electronic Arts Inc.
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| TDY / Teledyne Technologies Incorporated
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| GBDC / Golub Capital BDC, Inc.
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
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| KKR / KKR & Co. Inc.
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| CME / CME Group Inc.
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| XEL / Xcel Energy Inc.
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| TT / Trane Technologies plc
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| FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
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| EME / EMCOR Group, Inc.
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| LIN / Linde plc
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| ROL / Rollins, Inc.
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| DVN / Devon Energy Corporation
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| DHR / Danaher Corporation
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| RBA / RB Global, Inc.
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| BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
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| NAPA / The Duckhorn Portfolio, Inc.
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| COST / Costco Wholesale Corporation
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| NFLX / Netflix, Inc.
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| DECK / Deckers Outdoor Corporation
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| DE / Deere & Company
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| HON / Honeywell International Inc.
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| CRH / CRH plc
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| AAPL / Apple Inc.
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| DOX / Amdocs Limited
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| JBLU / JetBlue Airways Corporation
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| FDX / FedEx Corporation
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.
