Market Value3,217,479,000
Total Holdings508
File Date2022-02-10
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)
XOM / Exxon Mobil Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
BILL / BILL Holdings, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
GOOGL / Alphabet Inc.
PLD / Prologis, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
QTWO / Q2 Holdings, Inc.
OCSL / Oaktree Specialty Lending Corporation
TMUS / T-Mobile US, Inc.
VERU / Veru Inc.
OXY / Occidental Petroleum Corporation
PM / Philip Morris International Inc.
BDX / Becton, Dickinson and Company
T / AT&T Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
AMAT / Applied Materials, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
CNQ / Canadian Natural Resources Limited
TDOC / Teladoc Health, Inc.
GS.PRJ / Goldman Sachs Group, 5.50% Dep Shares Fixd/Float Non-Cumul Preferred Stock Ser J
GWRE / Guidewire Software, Inc.
RSG / Republic Services, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AMGN / Amgen Inc.
BMBL / Bumble Inc.
HYMC / Hycroft Mining Holding Corporation
CTSO / Cytosorbents Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
ADI / Analog Devices, Inc.
BSL / Blackstone Senior Floating Rate 2027 Term Fund
AXP / American Express Company
COIN / Coinbase Global, Inc.
ALNA / Allena Pharmaceuticals Inc
KFY / Korn Ferry
CMA / Comerica Incorporated
ESTC / Elastic N.V.
MDLZ / Mondelez International, Inc.
PNI / PIMCO New York Municipal Income Fund II
BDJ / BlackRock Enhanced Equity Dividend Trust
DUK / Duke Energy Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
KKR / KKR & Co. Inc.
IBB / iShares Trust - iShares Biotechnology ETF
HLF / Herbalife Ltd.
DVN / Devon Energy Corporation
EL / The Estée Lauder Companies Inc.
NTAP / NetApp, Inc.
KR / The Kroger Co.
GSK / GSK plc - Depositary Receipt (Common Stock)
CPNG / Coupang, Inc.
IBM / International Business Machines Corporation
MDT / Medtronic plc
ES / Eversource Energy
ORCL / Oracle Corporation
ISRG / Intuitive Surgical, Inc.
ABC / Amerisource Bergen Corp.
GE / General Electric Company
NFLX / Netflix, Inc.
SPOT / Spotify Technology S.A.
MBB / iShares Trust - iShares MBS ETF
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
MMP / Magellan Midstream Partners L.P.
DE / Deere & Company
SOFI / SoFi Technologies, Inc.
LH / Labcorp Holdings Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
SIEN / Sientra, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BAC / Bank of America Corporation
UPS / United Parcel Service, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GWW / W.W. Grainger, Inc.
HON / Honeywell International Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WFC / Wells Fargo & Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
HIG / The Hartford Insurance Group, Inc.
AJG / Arthur J. Gallagher & Co.
AMZN / Amazon.com, Inc.
CTAS / Cintas Corporation
AAPL / Apple Inc.
TT / Trane Technologies plc
PG / The Procter & Gamble Company
AVGO / Broadcom Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AVLR / Avalara Inc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VTRS / Viatris Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PAYX / Paychex, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BREZ / Breeze Holdings Acquisition Corp.
SRE / Sempra
MET / MetLife, Inc.
GOOG / Alphabet Inc.
MPC / Marathon Petroleum Corporation
ETN / Eaton Corporation plc
LYB / LyondellBasell Industries N.V.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ADBE / Adobe Inc.
AWK / American Water Works Company, Inc.
ABT / Abbott Laboratories
HPQ / HP Inc.
META / Meta Platforms, Inc.
TTD / The Trade Desk, Inc.
AEP / American Electric Power Company, Inc.
IR / Ingersoll Rand Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
OPFI.WS / OppFi Inc. - Equity Warrant
VZ / Verizon Communications Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
FHN / First Horizon Corporation
AGR / Avangrid, Inc.
PINS / Pinterest, Inc.
SWT / Stanley Black & Decker Inc - Unit
NNN / NNN REIT, Inc.
ENZ / Enzo Biochem, Inc.
CRL / Charles River Laboratories International, Inc.
ODFL / Old Dominion Freight Line, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
EW / Edwards Lifesciences Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ALLY / Ally Financial Inc.
NWL / Newell Brands Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
HBI / Hanesbrands Inc.
CINF / Cincinnati Financial Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
CVS / CVS Health Corporation
URI / United Rentals, Inc.
NZF / Nuveen Municipal Credit Income Fund
SNAP / Snap Inc.
SHW / The Sherwin-Williams Company
TECH / Bio-Techne Corporation
EQIX / Equinix, Inc.
OKTA / Okta, Inc.
BTZ / BlackRock Credit Allocation Income Trust
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
TGT / Target Corporation
PYPL / PayPal Holdings, Inc.
ETSY / Etsy, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CKPT / Checkpoint Therapeutics, Inc.
CSCO / Cisco Systems, Inc.
UGI / UGI Corporation
PENN / PENN Entertainment, Inc.
LOW / Lowe's Companies, Inc.
GH / Guardant Health, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
WBA / Walgreens Boots Alliance, Inc.
SPGI / S&P Global Inc.
LEG / Leggett & Platt, Incorporated
CCO / Clear Channel Outdoor Holdings, Inc.
TDS / Telephone and Data Systems, Inc.
ENR / Energizer Holdings, Inc.
JNPR / Juniper Networks, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ASTSW / AST SpaceMobile Inc - Warrants (06/04/2026)
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EXPE / Expedia Group, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
MPW / Medical Properties Trust, Inc.
MEKA / MELI Kaszek Pioneer Corp - Class A
NEWT / NewtekOne, Inc.
REED / Reed's, Inc.
ROCKET LAB USA INC / W EXP 07/30/202 (773122114)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SPG / Simon Property Group, Inc.
MYPSW / PLAYSTUDIOS, Inc. - Equity Warrant
SPY / SPDR S&P 500 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
IDE / Voya Infrastructure, Industrials and Materials Fund
XLNX / Xilinx, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
UPWK / Upwork Inc.
EXAS / Exact Sciences Corporation
TRU / TransUnion
GRAB / Grab Holdings Limited
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
RY.PRT / Royal Bank of Canada, 6.75% Dep Shares Fixed/Float Non-cum Preferred Shares C-2
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TRP / TC Energy Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FDX / FedEx Corporation
BCEXF / BCE Inc. - Preferred Stock
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
WDAY / Workday, Inc.
US08772B1127 / Better World Acquisition Corp.
JRS / Nuveen Real Estate Income Fund
TJX / The TJX Companies, Inc.
SPIR.WS / Spire Global, Inc. Warrants, each whole warrant exercisable for one share of Class A at
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PAYOW / Payoneer Global Inc - Warrants (25/06/2026)
/ View, Inc.
OLN / Olin Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
JUPW / Jupiter Wellness Inc
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
GEF.B / Greif, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CDLX / Cardlytics, Inc.
MKTX / MarketAxess Holdings Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PPL / Pembina Pipeline Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
K / Kellanova
VLO / Valero Energy Corporation
RILY / B. Riley Financial, Inc.
DISCK / Warner Bros.Discovery Inc - Series C
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
CME / CME Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ENB / Enbridge Inc.
HTGC / Hercules Capital, Inc.
TSN / Tyson Foods, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
FLR / Fluor Corporation
KMB / Kimberly-Clark Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
ASMLF / ASML Holding N.V.
MU / Micron Technology, Inc.
AGNC / AGNC Investment Corp.
DXCM / DexCom, Inc.
DKNG / DraftKings Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
STX / Seagate Technology Holdings plc
COST / Costco Wholesale Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MTZ / MasTec, Inc.
MMT / MFS Multimarket Income Trust
HEI / HEICO Corporation
MPLX / MPLX LP - Limited Partnership
MNKD / MannKind Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
U / Unity Software Inc.
STZ / Constellation Brands, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
ZTS / Zoetis Inc.
INTC / Intel Corporation
CODI.PRA / Compass Diversified - Preferred Stock
CWEB / Direxion Shares ETF Trust - Direxion Daily CSI China Internet Index Bull 2X Shares
KEY / KeyCorp
HCC / Warrior Met Coal, Inc.
ZS / Zscaler, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SQ / Block, Inc.
TWLO / Twilio Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ET / Energy Transfer LP - Limited Partnership
FSK / FS KKR Capital Corp.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
NUAG / NuShares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
DBX / Dropbox, Inc.
DOCU / DocuSign, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
D / Dominion Energy, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
COP / ConocoPhillips
GBF / iShares Trust - iShares Government/Credit Bond ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
CELG.RT / Bristol-Myers Squibb Company - Equity Right
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
CVNA / Carvana Co.
PPL / PPL Corporation
IDN / Intellicheck, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ACHV / Achieve Life Sciences, Inc.
TMO / Thermo Fisher Scientific Inc.
CCI / Crown Castle Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
SBUX / Starbucks Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ROKU / Roku, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SHOP / Shopify Inc.
RBLX / Roblox Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PLNT / Planet Fitness, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CERE / Cerevel Therapeutics Holdings, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
GDV / The Gabelli Dividend & Income Trust
UTHR / United Therapeutics Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
LPX / Louisiana-Pacific Corporation
ALSN / Allison Transmission Holdings, Inc.
HSY / The Hershey Company
SNA / Snap-on Incorporated
SLG / SL Green Realty Corp.
CAPL / CrossAmerica Partners LP - Limited Partnership
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
BIO / Bio-Rad Laboratories, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
CMG / Chipotle Mexican Grill, Inc.
ELAN / Elanco Animal Health Incorporated
NSC / Norfolk Southern Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
CAH / Cardinal Health, Inc.
RHI / Robert Half Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
IWV / iShares Trust - iShares Russell 3000 ETF
MMM / 3M Company
TAP / Molson Coors Beverage Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
O / Realty Income Corporation
OSTK / Overstock.com Inc
PAA / Plains All American Pipeline, L.P. - Limited Partnership
SGFY / Signify Health Inc - Class A
STWD / Starwood Property Trust, Inc.
SSNC / SS&C Technologies Holdings, Inc.
DFS / Discover Financial Services
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SAFM / Sanderson Farms, Inc.
OMC / Omnicom Group Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
AMP / Ameriprise Financial, Inc.
CLX / The Clorox Company
ROST / Ross Stores, Inc.
CMI / Cummins Inc.
UVV / Universal Corporation
NEM / Newmont Corporation
SLFYF / Sun Life Financial, Inc. - 4.75% PRF PERPETUAL CAD 25 - Cls A Ser 1
SYY / Sysco Corporation
PSX / Phillips 66
C.WSA / Citigroup, Inc.
CHKP / Check Point Software Technologies Ltd.
DAL / Delta Air Lines, Inc.
WBS / Webster Financial Corporation
CMC / Commercial Metals Company
MNST / Monster Beverage Corporation
KHC / The Kraft Heinz Company
DD / DuPont de Nemours, Inc.
DPZ / Domino's Pizza, Inc.
DGP / DB Gold Double Long ETN
UPST / Upstart Holdings, Inc.
NWSA / News Corporation
CION / CION Investment Corporation
VEEV / Veeva Systems Inc.
V / Visa Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ROP / Roper Technologies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
OMF / OneMain Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
LYFT / Lyft, Inc.
IP / International Paper Company
ARES / Ares Management Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AON / Aon plc
UNH / UnitedHealth Group Incorporated
WMT / Walmart Inc.
NEE / NextEra Energy, Inc.
PFE / Pfizer Inc.
ABBV / AbbVie Inc.
BX / Blackstone Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CAT / Caterpillar Inc.
LIN / Linde plc
DVY / iShares Trust - iShares Select Dividend ETF
LMT / Lockheed Martin Corporation
KLAC / KLA Corporation
CVX / Chevron Corporation
SO / The Southern Company
MRK / Merck & Co., Inc.
SNPS / Synopsys, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
C / Citigroup Inc.
AG / First Majestic Silver Corp.
CSGP / CoStar Group, Inc.
QCOM / QUALCOMM Incorporated
TXN / Texas Instruments Incorporated
ULTA / Ulta Beauty, Inc.
SLB / Schlumberger Limited
LHX / L3Harris Technologies, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CMCSA / Comcast Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GILD / Gilead Sciences, Inc.
CFG / Citizens Financial Group, Inc.
BRSP / BrightSpire Capital, Inc.
GIS / General Mills, Inc.
SON / Sonoco Products Company
WPC / W. P. Carey Inc.
TSLA / Tesla, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WM / Waste Management, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IPG / The Interpublic Group of Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
KO / The Coca-Cola Company
KMI / Kinder Morgan, Inc.
CB / Chubb Limited
PNC / The PNC Financial Services Group, Inc.
BMY / Bristol-Myers Squibb Company
GD / General Dynamics Corporation
WMB / The Williams Companies, Inc.
PEP / PepsiCo, Inc.
GLD / SPDR Gold Trust
NOW / ServiceNow, Inc.
USB / U.S. Bancorp
DIS / The Walt Disney Company
AFL / Aflac Incorporated
MO / Altria Group, Inc.
IRT / Independence Realty Trust, Inc.
CRM / Salesforce, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DOX / Amdocs Limited
ETR / Entergy Corporation
SCHW / The Charles Schwab Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CDNS / Cadence Design Systems, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PEG / Public Service Enterprise Group Incorporated
VST / Vistra Corp.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
GPC / Genuine Parts Company
HCA / HCA Healthcare, Inc.
MA / Mastercard Incorporated
NOC / Northrop Grumman Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
LLY / Eli Lilly and Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
QQQ / Invesco QQQ Trust, Series 1
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FITB / Fifth Third Bancorp
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DHR / Danaher Corporation
ARCC / Ares Capital Corporation
AMT / American Tower Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
BEN / Franklin Resources, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
JEF / Jefferies Financial Group Inc.
EOG / EOG Resources, Inc.
ACN / Accenture plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TYL / Tyler Technologies, Inc.
JNJ / Johnson & Johnson
UBER / Uber Technologies, Inc.
MCD / McDonald's Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
HD / The Home Depot, Inc.
NXPI / NXP Semiconductors N.V.
EMR / Emerson Electric Co.
MSFT / Microsoft Corporation
NVDA / NVIDIA Corporation