Market Value395,278,000
Total Holdings541
File Date2020-04-24
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)
ADI / Analog Devices, Inc.
COP / ConocoPhillips
RY / Royal Bank of Canada
BRK.B / Berkshire Hathaway Inc.
GIS / General Mills, Inc.
BMY / Bristol-Myers Squibb Company
ALL / The Allstate Corporation
VFC / V.F. Corporation
PPL / PPL Corporation
PVH / PVH Corp.
MKC / McCormick & Company, Incorporated
GOOG / Alphabet Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ZION / Zions Bancorporation, National Association
SHAK / Shake Shack Inc.
RSG / Republic Services, Inc.
AVNS / Avanos Medical, Inc.
OGCP / Empire State Realty OP, L.P. - Limited Partnership
LYB / LyondellBasell Industries N.V.
UL / Unilever PLC - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
PPG / PPG Industries, Inc.
LMT / Lockheed Martin Corporation
PKG / Packaging Corporation of America
TFC / Truist Financial Corporation
PEP / PepsiCo, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
ZBH / Zimmer Biomet Holdings, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
904784709 / Unilever N.V.
MRK / Merck & Co., Inc.
AEE / Ameren Corporation
HQH / Abrdn Healthcare Investors
CCL / Carnival Corporation & plc
WEC / WEC Energy Group, Inc.
PGEN / Precigen, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BAC / Bank of America Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
STZ / Constellation Brands, Inc.
XRAY / DENTSPLY SIRONA Inc.
YELP / Yelp Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
JWN / Nordstrom, Inc.
FRC / First Republic Bank
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KO / The Coca-Cola Company
GLW / Corning Incorporated
FLT / Corpay, Inc.
GWW / W.W. Grainger, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KMI / Kinder Morgan, Inc.
US8766641034 / Taubman Centers, Inc.
SBR / Sabine Royalty Trust
FAST / Fastenal Company
NVT / nVent Electric plc
LPT / Liberty Property Trust
PKI / Revvity Inc.
MPC / Marathon Petroleum Corporation
WM / Waste Management, Inc.
MGM / MGM Resorts International
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BKNG / Booking Holdings Inc.
DFS / Discover Financial Services
KAR / OPENLANE, Inc.
UAA / Under Armour, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
CI / The Cigna Group
EW / Edwards Lifesciences Corporation
GWP / GW Pharmaceuticals plc
ABC / Amerisource Bergen Corp.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HPQ / HP Inc.
IDXX / IDEXX Laboratories, Inc.
EPC / Edgewell Personal Care Company
WTRG / Essential Utilities, Inc.
ADP / Automatic Data Processing, Inc.
HBAN / Huntington Bancshares Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
CMS / CMS Energy Corporation
AJG / Arthur J. Gallagher & Co.
TWLO / Twilio Inc.
NVDA / NVIDIA Corporation
PBCT / People`s United Financial Inc
AMD / Advanced Micro Devices, Inc.
BDX / Becton, Dickinson and Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ASIX / AdvanSix Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
US54142L1098 / LogMein, Inc.
GM / General Motors Company
ORI / Old Republic International Corporation
PDCO / Patterson Companies, Inc.
UBSI / United Bankshares, Inc.
CAKE / The Cheesecake Factory Incorporated
REZI / Resideo Technologies, Inc.
US7153471005 / Perspecta Inc
DBI / Designer Brands Inc.
US2655041000 / Dunkin' Brands Group, Inc.
TPX / Somnigroup International Inc.
VAC / Marriott Vacations Worldwide Corporation
US6550441058 / Noble Energy, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
GDV / The Gabelli Dividend & Income Trust
AIMC / Altra Industrial Motion Corp
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
CHX / ChampionX Corporation
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TUP / Tupperware Brands Corporation
SIRI / Sirius XM Holdings Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
QRTEA / Qurate Retail Inc - Series A
TBIO / Telesis Bio, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
US46138J6010 / Invesco BulletShares 2020 High Yield Corporate Bond ETF
QSR / Restaurant Brands International Inc.
PII / Polaris Inc.
PETS / PetMed Express, Inc.
MSM / MSC Industrial Direct Co., Inc.
MSBI / Midland States Bancorp, Inc.
PLNT / Planet Fitness, Inc.
K3ED / China Telecom Corporation Ltd.
WBS / Webster Financial Corporation
MDB / MongoDB, Inc.
MDP / Meredith Holdings Corp
JKHY / Jack Henry & Associates, Inc.
HP / Helmerich & Payne, Inc.
FLS / Flowserve Corporation
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
EVA / Enviva Inc.
CPRT / Copart, Inc.
CMP / Compass Minerals International, Inc.
OZK / Bank OZK
BG / Bunge Global SA
SPG / Simon Property Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TWTR / Twitter Inc
NYT / The New York Times Company
ALC / Alcon Inc.
BEN / Franklin Resources, Inc.
PNFP / Pinnacle Financial Partners, Inc.
BOH / Bank of Hawaii Corporation
SU / Suncor Energy Inc.
LULU / lululemon athletica inc.
NRZ / New Residential Investment Corp
HOPE / Hope Bancorp, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SHW / The Sherwin-Williams Company
US16941M1099 / China Mobile Ltd.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CNI / Canadian National Railway Company
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MRNA / Moderna, Inc.
RGEN / Repligen Corporation
CDXS / Codexis, Inc.
LBRDK / Liberty Broadband Corporation
HXL / Hexcel Corporation
D / Dominion Energy, Inc.
ALB / Albemarle Corporation
APEN / Apollo Endosurgery Inc
GNRC / Generac Holdings Inc.
KLAC / KLA Corporation
TDOC / Teladoc Health, Inc.
RTN / Raytheon Co.
KSS / Kohl's Corporation
WY / Weyerhaeuser Company
BSX / Boston Scientific Corporation
LVS / Las Vegas Sands Corp.
MSFT / Microsoft Corporation
SYY / Sysco Corporation
JLL / Jones Lang LaSalle Incorporated
WMT / Walmart Inc.
MFC / Manulife Financial Corporation
MMC / Marsh & McLennan Companies, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
OXY / Occidental Petroleum Corporation
TPR / Tapestry, Inc.
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
EEFT / Euronet Worldwide, Inc.
YEXT / Yext, Inc.
EL / The Estée Lauder Companies Inc.
TRU / TransUnion
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
ADSK / Autodesk, Inc.
AOS / A. O. Smith Corporation
KMB / Kimberly-Clark Corporation
SWAV / Shockwave Medical, Inc.
VRSK / Verisk Analytics, Inc.
CHD / Church & Dwight Co., Inc.
UNH / UnitedHealth Group Incorporated
M / Macy's, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
WELL / Welltower Inc.
MAR / Marriott International, Inc.
PRU / Prudential Financial, Inc.
HSY / The Hershey Company
HIG / The Hartford Insurance Group, Inc.
EXC / Exelon Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
ELAN / Elanco Animal Health Incorporated
LKQ / LKQ Corporation
ZEN / Zendesk Inc
HBI / Hanesbrands Inc.
WEN / The Wendy's Company
HES / Hess Corporation
ABMD / Abiomed Inc.
GOOGL / Alphabet Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SHOP / Shopify Inc.
EPR / EPR Properties
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
83568G104 / Sonosite Inc
IPG / The Interpublic Group of Companies, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
NTLA / Intellia Therapeutics, Inc.
ALGN / Align Technology, Inc.
ABB / ABB Ltd. - ADR
TXT / Textron Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
SAGE / Sage Therapeutics, Inc.
STOR / Store Capital Corp
MET / MetLife, Inc.
HCSG / Healthcare Services Group, Inc.
CLB / Core Laboratories Inc.
ECL / Ecolab Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
TDC / Teradata Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
/ Weight Watchers International, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
MMM / 3M Company
IAC / IAC Inc.
STX / Seagate Technology Holdings plc
MU / Micron Technology, Inc.
YUMC / Yum China Holdings, Inc.
018490100 / Allergan plc
MDC / M.D.C. Holdings, Inc.
CAC / Camden National Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
US92220P1057 / Varian Medical Systems, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
PACW / Pacwest Bancorp
ED / Consolidated Edison, Inc.
SQBG / Sequential Brands Group Inc.
57772K101 / Maxim Integrated Products Inc.
HPE / Hewlett Packard Enterprise Company
SBUX / Starbucks Corporation
SO / The Southern Company
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
PAYC / Paycom Software, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CERN / Cerner Corp.
NCR / NCR Corp.
TROW / T. Rowe Price Group, Inc.
CHTR / Charter Communications, Inc.
TY / Tri-Continental Corporation
CAH / Cardinal Health, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CRON / Cronos Group Inc.
CE / Celanese Corporation
NTB / The Bank of N.T. Butterfield & Son Limited
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
IAA / IAA Inc
ENR / Energizer Holdings, Inc.
US8865471085 / Tiffany & Co.
SEDG / SolarEdge Technologies, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
QTWO / Q2 Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NVCR / NovoCure Limited
TREX / Trex Company, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
WEX / WEX Inc.
CFG / Citizens Financial Group, Inc.
PDT / John Hancock Premium Dividend Fund
CBRE / CBRE Group, Inc.
FCPT / Four Corners Property Trust, Inc.
POR / Portland General Electric Company
AMED / Amedisys, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IBB / iShares Trust - iShares Biotechnology ETF
US0906721065 / BioTelemetry, Inc.
AWF / AllianceBernstein Global High Income Fund
EDIT / Editas Medicine, Inc.
HUBS / HubSpot, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
LEG / Leggett & Platt, Incorporated
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MTD / Mettler-Toledo International Inc.
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
TEL / TE Connectivity plc
NFLX / Netflix, Inc.
CC / The Chemours Company
FTS / Fortis Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
WPC / W. P. Carey Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XLNX / Xilinx, Inc.
TR / Tootsie Roll Industries, Inc.
ENB / Enbridge Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
C / Citigroup Inc.
CCI / Crown Castle Inc.
PGR / The Progressive Corporation
EQIX / Equinix, Inc.
WBA / Walgreens Boots Alliance, Inc.
PNC / The PNC Financial Services Group, Inc.
AKAM / Akamai Technologies, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FIS / Fidelity National Information Services, Inc.
IR / Ingersoll Rand Inc.
COG / Cabot Oil & Gas Corp.
CTSH / Cognizant Technology Solutions Corporation
PNR / Pentair plc
DGX / Quest Diagnostics Incorporated
SRE / Sempra
GTX / Garrett Motion Inc.
DOW / Dow Inc.
BLL / Ball Corp.
DOW / Dow Inc.
NUE / Nucor Corporation
DOV / Dover Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
XRX / Xerox Holdings Corporation
SEE / Sealed Air Corporation
AMAT / Applied Materials, Inc.
MNKKQ / Mallinckrodt Plc
HOLX / Hologic, Inc.
STT / State Street Corporation
CSX / CSX Corporation
KEY / KeyCorp
XYL / Xylem Inc.
WDC / Western Digital Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IVZ / Invesco Ltd.
STE / STERIS plc
OGE / OGE Energy Corp.
JCI / Johnson Controls International plc
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
GBT / Global Blood Therapeutics Inc.
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SJM / The J. M. Smucker Company
MFGP / Micro Focus International Plc - ADR
BFAM / Bright Horizons Family Solutions Inc.
DHR / Danaher Corporation
TD / The Toronto-Dominion Bank
EXPE / Expedia Group, Inc.
MSI / Motorola Solutions, Inc.
PEG / Public Service Enterprise Group Incorporated
MAS / Masco Corporation
AMG / Affiliated Managers Group, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
BIIB / Biogen Inc.
OLED / Universal Display Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BK / The Bank of New York Mellon Corporation
ROST / Ross Stores, Inc.
LEN / Lennar Corporation
DAL / Delta Air Lines, Inc.
MCK / McKesson Corporation
KEYS / Keysight Technologies, Inc.
EMN / Eastman Chemical Company
DBRG / DigitalBridge Group, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
NSC / Norfolk Southern Corporation
FTV / Fortive Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
HIFS / Hingham Institution for Savings
BCEXF / BCE Inc. - Preferred Stock
DE / Deere & Company
CAT / Caterpillar Inc.
CSCO / Cisco Systems, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
OMC / Omnicom Group Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
LHX / L3Harris Technologies, Inc.
PG / The Procter & Gamble Company
ULTA / Ulta Beauty, Inc.
EXAS / Exact Sciences Corporation
DXC / DXC Technology Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TMO / Thermo Fisher Scientific Inc.
GPC / Genuine Parts Company
ROK / Rockwell Automation, Inc.
ORCL / Oracle Corporation
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
A / Agilent Technologies, Inc.
PCAR / PACCAR Inc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MA / Mastercard Incorporated
DELL / Dell Technologies Inc.
FI / Fiserv, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ADNT / Adient plc
CRSP / CRISPR Therapeutics AG
F / Ford Motor Company
CME / CME Group Inc.
CTVA / Corteva, Inc.
TGT / Target Corporation
JNJ / Johnson & Johnson
MMP / Magellan Midstream Partners L.P.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IRBT / iRobot Corporation
PSX / Phillips 66
CDK / CDK Global Inc
ZYNE / Zynerba Pharmaceuticals Inc
PH / Parker-Hannifin Corporation
CLX / The Clorox Company
WAB / Westinghouse Air Brake Technologies Corporation
BA / The Boeing Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
COST / Costco Wholesale Corporation
ITW / Illinois Tool Works Inc.
KHC / The Kraft Heinz Company
APD / Air Products and Chemicals, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
OKE / ONEOK, Inc.
TXN / Texas Instruments Incorporated
ETN / Eaton Corporation plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CDW / CDW Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
MS / Morgan Stanley
CVS / CVS Health Corporation
XOM / Exxon Mobil Corporation
UNP / Union Pacific Corporation
AMZN / Amazon.com, Inc.
VMW / Vmware Inc. - Class A
GS / The Goldman Sachs Group, Inc.
DHI / D.R. Horton, Inc.
GILD / Gilead Sciences, Inc.
MO / Altria Group, Inc.
ROP / Roper Technologies, Inc.
SLB / Schlumberger Limited
GD / General Dynamics Corporation
QCOM / QUALCOMM Incorporated
CGC / Canopy Growth Corporation
RTX / RTX Corporation
VRTX / Vertex Pharmaceuticals Incorporated
MDT / Medtronic plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ILMN / Illumina, Inc.
QQQ / Invesco QQQ Trust, Series 1
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
HD / The Home Depot, Inc.
AAPL / Apple Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CL / Colgate-Palmolive Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EMR / Emerson Electric Co.
JPM / JPMorgan Chase & Co.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VLO / Valero Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
ACWI / iShares Trust - iShares MSCI ACWI ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MCHP / Microchip Technology Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
DIS / The Walt Disney Company
BX / Blackstone Inc.
ACN / Accenture plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
PYPL / PayPal Holdings, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
LOW / Lowe's Companies, Inc.
USB / U.S. Bancorp
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BF.A / Brown-Forman Corporation
MCO / Moody's Corporation
T / AT&T Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ONB / Old National Bancorp
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
V / Visa Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BF.B / Brown-Forman Corporation
ZTS / Zoetis Inc.
TSLA / Tesla, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
ISRG / Intuitive Surgical, Inc.
ATR / AptarGroup, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PANW / Palo Alto Networks, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AEP / American Electric Power Company, Inc.
PSA / Public Storage
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
NMT / Nuveen Massachusetts Quality Municipal Income Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MDLZ / Mondelez International, Inc.
MUI / BlackRock Municipal Income Fund, Inc.
IP / International Paper Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
ACB / Aurora Cannabis Inc.
TNDM / Tandem Diabetes Care, Inc.
CNP / CenterPoint Energy, Inc.
APTV / Aptiv PLC
NXPI / NXP Semiconductors N.V.
BRK.A / Berkshire Hathaway Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BB / BlackBerry Limited
YUM / Yum! Brands, Inc.
SYK / Stryker Corporation
NKE / NIKE, Inc.
PM / Philip Morris International Inc.
NOC / Northrop Grumman Corporation
LLY / Eli Lilly and Company
SPY / SPDR S&P 500 ETF
LIN / Linde plc
DUK / Duke Energy Corporation
IAG / IAMGOLD Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AXP / American Express Company
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TRV / The Travelers Companies, Inc.
INTC / Intel Corporation
DRI / Darden Restaurants, Inc.
PAYX / Paychex, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
C.WSA / Citigroup, Inc.
PLD / Prologis, Inc.
ET / Energy Transfer LP - Limited Partnership
WFC / Wells Fargo & Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
META / Meta Platforms, Inc.
CRM / Salesforce, Inc.
AVGO / Broadcom Inc.
INTU / Intuit Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MCD / McDonald's Corporation
BR / Broadridge Financial Solutions, Inc.
CVX / Chevron Corporation
VZ / Verizon Communications Inc.
ABBV / AbbVie Inc.
AMT / American Tower Corporation
AFL / Aflac Incorporated
NTRS / Northern Trust Corporation
CB / Chubb Limited
AMGN / Amgen Inc.
FDX / FedEx Corporation
PFE / Pfizer Inc.
HON / Honeywell International Inc.
ADBE / Adobe Inc.
GE / General Electric Company
CMI / Cummins Inc.
BAX / Baxter International Inc.
FTNT / Fortinet, Inc.
AMP / Ameriprise Financial, Inc.
CMCSA / Comcast Corporation
TJX / The TJX Companies, Inc.