Market Value450,432,000
Total Holdings226
File Date2022-05-16
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
BDX / Becton, Dickinson and Company
REED / Reed's, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
MBB / iShares Trust - iShares MBS ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
KMB / Kimberly-Clark Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
QTWO / Q2 Holdings, Inc.
ENR / Energizer Holdings, Inc.
GDV / The Gabelli Dividend & Income Trust
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
HSY / The Hershey Company
DVN / Devon Energy Corporation
GWRE / Guidewire Software, Inc.
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
NSC / Norfolk Southern Corporation
VLO / Valero Energy Corporation
PPL / PPL Corporation
CMI / Cummins Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SLG / SL Green Realty Corp.
SAFM / Sanderson Farms, Inc.
PINS / Pinterest, Inc.
MMM / 3M Company
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
SHW / The Sherwin-Williams Company
PEG / Public Service Enterprise Group Incorporated
UVV / Universal Corporation
WDAY / Workday, Inc.
ALLY / Ally Financial Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BSL / Blackstone Senior Floating Rate 2027 Term Fund
ZS / Zscaler, Inc.
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
TRU / TransUnion
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CAH / Cardinal Health, Inc.
UTHR / United Therapeutics Corporation
MTZ / MasTec, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
GRAB / Grab Holdings Limited
HTGC / Hercules Capital, Inc.
NEM / Newmont Corporation
HIG / The Hartford Insurance Group, Inc.
IDE / Voya Infrastructure, Industrials and Materials Fund
KFY / Korn Ferry
BEN / Franklin Resources, Inc.
CAPL / CrossAmerica Partners LP - Limited Partnership
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PLNT / Planet Fitness, Inc.
DOCU / DocuSign, Inc.
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
ALNA / Allena Pharmaceuticals Inc
MMT / MFS Multimarket Income Trust
IDN / Intellicheck, Inc.
AVLR / Avalara Inc
SNA / Snap-on Incorporated
CERE / Cerevel Therapeutics Holdings, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ALSN / Allison Transmission Holdings, Inc.
BIO / Bio-Rad Laboratories, Inc.
CTSO / Cytosorbents Corporation
OSTK / Overstock.com Inc
GPC / Genuine Parts Company
SYF / Synchrony Financial
CHKP / Check Point Software Technologies Ltd.
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
AXP / American Express Company
E / Eni S.p.A. - Depositary Receipt (Common Stock)
SLB / Schlumberger Limited
ESTC / Elastic N.V.
REGN / Regeneron Pharmaceuticals, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ARES / Ares Management Corporation
TSN / Tyson Foods, Inc.
GILD / Gilead Sciences, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
RILY / B. Riley Financial, Inc.
TDOC / Teladoc Health, Inc.
CINF / Cincinnati Financial Corporation
WBS / Webster Financial Corporation
SOFI / SoFi Technologies, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GE / General Electric Company
JRS / Nuveen Real Estate Income Fund
PNC / The PNC Financial Services Group, Inc.
CAT / Caterpillar Inc.
LHX / L3Harris Technologies, Inc.
CB / Chubb Limited
CION / CION Investment Corporation
DE / Deere & Company
WM / Waste Management, Inc.
TGT / Target Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
TDS / Telephone and Data Systems, Inc.
HON / Honeywell International Inc.
WFC / Wells Fargo & Company
WMT / Walmart Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MNKD / MannKind Corporation
O / Realty Income Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
RSG / Republic Services, Inc.
PM / Philip Morris International Inc.
MO / Altria Group, Inc.
GOOGL / Alphabet Inc.
GIS / General Mills, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
PFE / Pfizer Inc.
DHR / Danaher Corporation
AMAT / Applied Materials, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ETR / Entergy Corporation
MDT / Medtronic plc
TXN / Texas Instruments Incorporated
STX / Seagate Technology Holdings plc
IVV / iShares Trust - iShares Core S&P 500 ETF
KO / The Coca-Cola Company
IWM / iShares Trust - iShares Russell 2000 ETF
QQQ / Invesco QQQ Trust, Series 1
CSCO / Cisco Systems, Inc.
BAC / Bank of America Corporation
WPC / W. P. Carey Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AFL / Aflac Incorporated
HD / The Home Depot, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ORCL / Oracle Corporation
AAPL / Apple Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
BRK.B / Berkshire Hathaway Inc.
MU / Micron Technology, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DUK / Duke Energy Corporation
ACN / Accenture plc
JEF / Jefferies Financial Group Inc.
CVX / Chevron Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ETN / Eaton Corporation plc
EOG / EOG Resources, Inc.
IP / International Paper Company
PAYX / Paychex, Inc.
NOC / Northrop Grumman Corporation
LMT / Lockheed Martin Corporation
COST / Costco Wholesale Corporation
NFLX / Netflix, Inc.
DIS / The Walt Disney Company
ZTS / Zoetis Inc.
PFG / Principal Financial Group, Inc.
AVGO / Broadcom Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHW / The Charles Schwab Corporation
IPG / The Interpublic Group of Companies, Inc.
BMY / Bristol-Myers Squibb Company
NXPI / NXP Semiconductors N.V.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MUB / iShares Trust - iShares National Muni Bond ETF
TT / Trane Technologies plc
LYFT / Lyft, Inc.
AMGN / Amgen Inc.
META / Meta Platforms, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VZ / Verizon Communications Inc.
PANW / Palo Alto Networks, Inc.
ISRG / Intuitive Surgical, Inc.
NOW / ServiceNow, Inc.
TMUS / T-Mobile US, Inc.
PG / The Procter & Gamble Company
JNJ / Johnson & Johnson
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VERU / Veru Inc.
OMC / Omnicom Group Inc.
ROKU / Roku, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ARCC / Ares Capital Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
SO / The Southern Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BRSP / BrightSpire Capital, Inc.
TSLA / Tesla, Inc.
SWK / Stanley Black & Decker, Inc.
MKTX / MarketAxess Holdings Inc.
SNAP / Snap Inc.
CCO / Clear Channel Outdoor Holdings, Inc.
DFS / Discover Financial Services
AB / AllianceBernstein Holding L.P. - Limited Partnership
ICLN / iShares Trust - iShares Global Clean Energy ETF
PWR / Quanta Services, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IBM / International Business Machines Corporation
OCSL / Oaktree Specialty Lending Corporation
PENN / PENN Entertainment, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CDLX / Cardlytics, Inc.
SYY / Sysco Corporation
CKPT / Checkpoint Therapeutics, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
CDNS / Cadence Design Systems, Inc.
KKR / KKR & Co. Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ETSY / Etsy, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TIP / iShares Trust - iShares TIPS Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SGFY / Signify Health Inc - Class A
OLN / Olin Corporation
GH / Guardant Health, Inc.
PNI / PIMCO New York Municipal Income Fund II
PAYOW / Payoneer Global Inc - Warrants (25/06/2026)
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
NWL / Newell Brands Inc.
JUPW / Jupiter Wellness Inc
CVS / CVS Health Corporation
XOM / Exxon Mobil Corporation
NTAP / NetApp, Inc.
KEY / KeyCorp
GEF.B / Greif, Inc.
AMP / Ameriprise Financial, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
C.WSA / Citigroup, Inc.
BTZ / BlackRock Credit Allocation Income Trust
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
MMP / Magellan Midstream Partners L.P.
ULTA / Ulta Beauty, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
ELAN / Elanco Animal Health Incorporated
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
C / Citigroup Inc.
NUAG / NuShares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
AGNC / AGNC Investment Corp.
DKNG / DraftKings Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
LEG / Leggett & Platt, Incorporated
IAU / iShares Gold Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
ADI / Analog Devices, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWV / iShares Trust - iShares Russell 3000 ETF
FLR / Fluor Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MPLX / MPLX LP - Limited Partnership
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
CWEB / Direxion Shares ETF Trust - Direxion Daily CSI China Internet Index Bull 2X Shares
LH / Labcorp Holdings Inc.
LPX / Louisiana-Pacific Corporation
VST / Vistra Corp.
PSX / Phillips 66
EXPE / Expedia Group, Inc.
MDLZ / Mondelez International, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
XT / iShares Trust - iShares Exponential Technologies ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
/ NavSight Holdings, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Sto
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CVNA / Carvana Co.
XLNX / Xilinx, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SHOP / Shopify Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
TWLO / Twilio Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NZF / Nuveen Municipal Credit Income Fund
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
CELG.RT / Bristol-Myers Squibb Company - Equity Right
US30259V1145 / FG New America Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A c
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
EQIX / Equinix, Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ENBBF / Enbridge Inc - FR PRF PERPETUAL USD 25 - Ser J
U / Unity Software Inc.
LOW / Lowe's Companies, Inc.
DGP / DB Gold Double Long ETN
WBA / Walgreens Boots Alliance, Inc.
SIEN / Sientra, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
KR / The Kroger Co.
HCA / HCA Healthcare, Inc.
HEI / HEICO Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EL / The Estée Lauder Companies Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IBB / iShares Trust - iShares Biotechnology ETF
IR / Ingersoll Rand Inc.
FITB / Fifth Third Bancorp
EWY / iShares, Inc. - iShares MSCI South Korea ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
CMG / Chipotle Mexican Grill, Inc.
CLX / The Clorox Company
RHI / Robert Half Inc.
K / Kellanova
OXY / Occidental Petroleum Corporation
TMO / Thermo Fisher Scientific Inc.
TECH / Bio-Techne Corporation
HBI / Hanesbrands Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CMA / Comerica Incorporated
DAL / Delta Air Lines, Inc.
STWD / Starwood Property Trust, Inc.
HLF / Herbalife Ltd.
GSK / GSK plc - Depositary Receipt (Common Stock)
CMC / Commercial Metals Company
SSNC / SS&C Technologies Holdings, Inc.
VTRS / Viatris Inc.
OKTA / Okta, Inc.
MNST / Monster Beverage Corporation
ACHV / Achieve Life Sciences, Inc.
ROST / Ross Stores, Inc.
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
KHC / The Kraft Heinz Company
CNQ / Canadian Natural Resources Limited
UPST / Upstart Holdings, Inc.
DPZ / Domino's Pizza, Inc.
TAP / Molson Coors Beverage Company
COIN / Coinbase Global, Inc.
NWSA / News Corporation
HPQ / HP Inc.
WMB / The Williams Companies, Inc.
CRL / Charles River Laboratories International, Inc.
BREZW / Breeze Holdings Acquisition Corp - Warrants (20/11/2022)
ODFL / Old Dominion Freight Line, Inc.
PYPL / PayPal Holdings, Inc.
V / Visa Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GLD / SPDR Gold Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DD / DuPont de Nemours, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GD / General Dynamics Corporation
SRE / Sempra
MPC / Marathon Petroleum Corporation
SNPS / Synopsys, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AJG / Arthur J. Gallagher & Co.
CCI / Crown Castle Inc.
TJX / The TJX Companies, Inc.
CFG / Citizens Financial Group, Inc.
SPGI / S&P Global Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
COR / Cencora, Inc.
FDX / FedEx Corporation
KLAC / KLA Corporation
NVDA / NVIDIA Corporation
UNH / UnitedHealth Group Incorporated
ABBV / AbbVie Inc.
BILL / BILL Holdings, Inc.
MCD / McDonald's Corporation
T / AT&T Inc.
LLY / Eli Lilly and Company
BX / Blackstone Inc.
PEP / PepsiCo, Inc.
JPM / JPMorgan Chase & Co.
TTD / The Trade Desk, Inc.
ADBE / Adobe Inc.
GOOG / Alphabet Inc.
LIN / Linde plc
SPOT / Spotify Technology S.A.
ABT / Abbott Laboratories
ET / Energy Transfer LP - Limited Partnership
AG / First Majestic Silver Corp.
SPIR.WS / Spire Global, Inc. Warrants, each whole warrant exercisable for one share of Class A at
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CSGP / CoStar Group, Inc.
BKAG / BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
HCC / Warrior Met Coal, Inc.
UBER / Uber Technologies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AMT / American Tower Corporation
SBUX / Starbucks Corporation
GWW / W.W. Grainger, Inc.
INTC / Intel Corporation
DXCM / DexCom, Inc.
ROP / Roper Technologies, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
FHN / First Horizon Corporation
AON / Aon plc
PLD / Prologis, Inc.
CMCSA / Comcast Corporation
ES / Eversource Energy
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
LYB / LyondellBasell Industries N.V.
COP / ConocoPhillips
VEEV / Veeva Systems Inc.
OPFI.WS / OppFi Inc. - Equity Warrant
MYPSW / PLAYSTUDIOS, Inc. - Equity Warrant
D / Dominion Energy, Inc.
VIEWW / View Inc. - Warrants (08/03/2026)
BCE / BCE Inc.
AGR / Avangrid, Inc.
CPNG / Coupang, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
TYL / Tyler Technologies, Inc.
SPG / Simon Property Group, Inc.
ENZ / Enzo Biochem, Inc.
MET / MetLife, Inc.
RBLX / Roblox Corporation
CRM / Salesforce, Inc.
CTAS / Cintas Corporation
CME / CME Group Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IRT / Independence Realty Trust, Inc.
KMI / Kinder Morgan, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AWK / American Water Works Company, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
NNN / NNN REIT, Inc.
MA / Mastercard Incorporated
MRK / Merck & Co., Inc.
USB / U.S. Bancorp
UPS / United Parcel Service, Inc.
SON / Sonoco Products Company
UNP / Union Pacific Corporation
DOX / Amdocs Limited
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
EMR / Emerson Electric Co.
QCOM / QUALCOMM Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SPY / SPDR S&P 500 ETF
MSFT / Microsoft Corporation
GS / The Goldman Sachs Group, Inc.
AMZN / Amazon.com, Inc.
EW / Edwards Lifesciences Corporation
AEP / American Electric Power Company, Inc.
FSK / FS KKR Capital Corp.
NEE / NextEra Energy, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF