Market Value301,447,000
Total Holdings587
File Date2021-11-02
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)
OLED / Universal Display Corporation
DDOG / Datadog, Inc.
ROK / Rockwell Automation, Inc.
MRK / Merck & Co., Inc.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
C / Citigroup Inc.
STKL / SunOpta Inc.
FTCH / Farfetch Limited
NEM / Newmont Corporation
MFGP / Micro Focus International Plc - ADR
MDT / Medtronic plc
HD / The Home Depot, Inc.
RVLV / Revolve Group, Inc.
CAT / Caterpillar Inc.
SPOT / Spotify Technology S.A.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
LUV / Southwest Airlines Co.
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
MTB / M&T Bank Corporation
DXC / DXC Technology Company
ASPN / Aspen Aerogels, Inc.
TROW / T. Rowe Price Group, Inc.
DRE / Duke Realty Corporation - Preferred Security
SANA / Sana Biotechnology, Inc.
LIN / Linde plc
TWOU / 2U, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CHWY / Chewy, Inc.
AMOT / Allied Motion Technologies Inc
STAG / STAG Industrial, Inc.
JBLU / JetBlue Airways Corporation
FANG / Diamondback Energy, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
TWTR / Twitter Inc
RVT / Royce Small-Cap Trust, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
/ Weight Watchers International, Inc.
GLBE / Global-E Online Ltd.
CGC / Canopy Growth Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
AXP / American Express Company
JKHY / Jack Henry & Associates, Inc.
AVB / AvalonBay Communities, Inc.
NERV / Minerva Neurosciences, Inc.
SJM / The J. M. Smucker Company
NOC / Northrop Grumman Corporation
RY / Royal Bank of Canada
BRK.B / Berkshire Hathaway Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
A / Agilent Technologies, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
DLB / Dolby Laboratories, Inc.
CHD / Church & Dwight Co., Inc.
GGG / Graco Inc.
SPGI / S&P Global Inc.
MMC / Marsh & McLennan Companies, Inc.
LHX / L3Harris Technologies, Inc.
MNST / Monster Beverage Corporation
GRBK / Green Brick Partners, Inc.
LMND / Lemonade, Inc.
NVDA / NVIDIA Corporation
XOM / Exxon Mobil Corporation
PFSI / PennyMac Financial Services, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ZS / Zscaler, Inc.
AAL / American Airlines Group Inc.
FLGT / Fulgent Genetics, Inc.
RUN / Sunrun Inc.
NEO / NeoGenomics, Inc.
VUZI / Vuzix Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
NUAN / Nuance Communications Inc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RACE / Ferrari N.V.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CSCO / Cisco Systems, Inc.
PYPL / PayPal Holdings, Inc.
TILE / Interface, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
GPC / Genuine Parts Company
QCOM / QUALCOMM Incorporated
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
ARE / Alexandria Real Estate Equities, Inc.
INTC / Intel Corporation
WAB / Westinghouse Air Brake Technologies Corporation
DOW / Dow Inc.
OKE / ONEOK, Inc.
HUM / Humana Inc.
GM / General Motors Company
UAL / United Airlines Holdings, Inc.
PM / Philip Morris International Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STT / State Street Corporation
FITB / Fifth Third Bancorp
AMGN / Amgen Inc.
BAX / Baxter International Inc.
VRSN / VeriSign, Inc.
ABT / Abbott Laboratories
NEE / NextEra Energy, Inc.
ENPH / Enphase Energy, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LDOS / Leidos Holdings, Inc.
PRU / Prudential Financial, Inc.
CLH / Clean Harbors, Inc.
TGT / Target Corporation
MET / MetLife, Inc.
UPS / United Parcel Service, Inc.
VLO / Valero Energy Corporation
GNRC / Generac Holdings Inc.
NKE / NIKE, Inc.
PEG / Public Service Enterprise Group Incorporated
RSG / Republic Services, Inc.
ETN / Eaton Corporation plc
PSX / Phillips 66
VFC / V.F. Corporation
FIS / Fidelity National Information Services, Inc.
AMZN / Amazon.com, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
U / Unity Software Inc.
NYT / The New York Times Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
XEL / Xcel Energy Inc.
TT / Trane Technologies plc
IQV / IQVIA Holdings Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CVS / CVS Health Corporation
HEI / HEICO Corporation
WBA / Walgreens Boots Alliance, Inc.
DVN / Devon Energy Corporation
RBBN / Ribbon Communications Inc.
CPRT / Copart, Inc.
WFC / Wells Fargo & Company
CRSP / CRISPR Therapeutics AG
NAD / Nuveen Quality Municipal Income Fund
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
OTIS / Otis Worldwide Corporation
EOG / EOG Resources, Inc.
PEP / PepsiCo, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
AZO / AutoZone, Inc.
BRO / Brown & Brown, Inc.
STZ / Constellation Brands, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
LBRDK / Liberty Broadband Corporation
HSIC / Henry Schein, Inc.
WELL / Welltower Inc.
PNR / Pentair plc
HII / Huntington Ingalls Industries, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
MA / Mastercard Incorporated
DOC / Healthpeak Properties, Inc.
TFC / Truist Financial Corporation
TDG / TransDigm Group Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
1AMCR / Amcor plc
TJX / The TJX Companies, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CTAS / Cintas Corporation
AAPL / Apple Inc.
IP / International Paper Company
ANSS / ANSYS, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
M / Macy's, Inc.
ONB / Old National Bancorp
KO / The Coca-Cola Company
L / Loews Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
BLUE / bluebird bio, Inc.
MTCH / Match Group, Inc.
VNO / Vornado Realty Trust
PACB / Pacific Biosciences of California, Inc.
ICLR / ICON Public Limited Company
RDS.B / Shell Plc - ADR
TSLA / Tesla, Inc.
ZTS / Zoetis Inc.
ULTA / Ulta Beauty, Inc.
ILMN / Illumina, Inc.
AY / Atlantica Sustainable Infrastructure plc
ENTG / Entegris, Inc.
TREX / Trex Company, Inc.
DNP / DNP Select Income Fund Inc.
SIRI / Sirius XM Holdings Inc.
MIDD / The Middleby Corporation
CRUS / Cirrus Logic, Inc.
MNMD / Mind Medicine (MindMed) Inc.
AVNS / Avanos Medical, Inc.
SLG / SL Green Realty Corp.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
SPE / Special Opportunities Fund, Inc.
KRNT / Kornit Digital Ltd.
WIX / Wix.com Ltd.
DBD / Diebold Nixdorf, Incorporated
MELI / MercadoLibre, Inc.
MKSI / MKS Inc.
NFLX / Netflix, Inc.
ALB / Albemarle Corporation
ARWR / Arrowhead Pharmaceuticals, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
FTS / Fortis Inc.
EMR / Emerson Electric Co.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HPQ / HP Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
DG / Dollar General Corporation
ITI / Iteris, Inc.
TBIO / Telesis Bio, Inc.
/ GLOBAL X VID GAM
US0153511094 / Alexion Pharmaceuticals, Inc.
RRD / R.R. Donnelley & Sons Co.
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
SFIX / Stitch Fix, Inc.
NKLA / Nikola Corporation
FUBO / fuboTV Inc.
OCFT / OneConnect Financial Technology Co., Ltd. - Depositary Receipt (Common Stock)
CENN / Cenntro Inc.
ABMD / Abiomed Inc.
ROUS / Lattice Strategies Trust - Hartford Multifactor US Equity ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MGNI / Magnite, Inc.
SI / Shoulder Innovations, Inc.
MRVL / Marvell Technology, Inc.
EVBG / Everbridge, Inc.
GAM / General American Investors Company, Inc.
MRVI / Maravai LifeSciences Holdings, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLNX / Xilinx, Inc.
FVRR / Fiverr International Ltd.
SIVB / SVB Financial Group
QS / QuantumScape Corporation
EIX / Edison International
SNAP / Snap Inc.
US67077N1063 / Nuveen High Income November 2021 Target Term Fund
ROST / Ross Stores, Inc.
EQIX / Equinix, Inc.
WST / West Pharmaceutical Services, Inc.
DOCU / DocuSign, Inc.
CCI / Crown Castle Inc.
WU / The Western Union Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AON / Aon plc
PARA / Paramount Global
XYL / Xylem Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ROKU / Roku, Inc.
TY / Tri-Continental Corporation
PBCT / People`s United Financial Inc
BEAM / Beam Therapeutics Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
DISCK / Warner Bros.Discovery Inc - Series C
BKI / Black Knight Inc - Class A
TDC / Teradata Corporation
REET / iShares Trust - iShares Global REIT ETF
RIG / Transocean Ltd.
RMRM / RMR Mortgage Trust
OKTA / Okta, Inc.
T / AT&T Inc.
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
GRMN / Garmin Ltd.
AFRM / Affirm Holdings, Inc.
MKL / Markel Group Inc.
SLB / Schlumberger Limited
RPM / RPM International Inc.
TD / The Toronto-Dominion Bank
COLD / Americold Realty Trust, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
WDC / Western Digital Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
HE / Hawaiian Electric Industries, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SHW / The Sherwin-Williams Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LUMN / Lumen Technologies, Inc.
PINS / Pinterest, Inc.
ETSY / Etsy, Inc.
GS / The Goldman Sachs Group, Inc.
TEL / TE Connectivity plc
KHC / The Kraft Heinz Company
PGR / The Progressive Corporation
EXPD / Expeditors International of Washington, Inc.
SCHW / The Charles Schwab Corporation
TWLO / Twilio Inc.
SYK / Stryker Corporation
AMP / Ameriprise Financial, Inc.
PNC / The PNC Financial Services Group, Inc.
APA / APA Corporation
DTM / DT Midstream, Inc.
SAIA / Saia, Inc.
CTVA / Corteva, Inc.
RLX / RLX Technology Inc. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
XYZ / Block, Inc.
MS / Morgan Stanley
NLSN / Nielsen Holdings plc
NSC / Norfolk Southern Corporation
CDK / CDK Global Inc
PPG / PPG Industries, Inc.
BF.B / Brown-Forman Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
BSX / Boston Scientific Corporation
LOW / Lowe's Companies, Inc.
CNI / Canadian National Railway Company
IPGP / IPG Photonics Corporation
NI / NiSource Inc.
SHOP / Shopify Inc.
AZRE / Azure Power Global Ltd
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GNLN / Greenlane Holdings, Inc.
LAC / Lithium Americas Corp.
LRCX / Lam Research Corporation
SLF / Sun Life Financial Inc.
FSP / Franklin Street Properties Corp.
CAG / Conagra Brands, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DHC / Diversified Healthcare Trust
FRC / First Republic Bank
IDXX / IDEXX Laboratories, Inc.
STX / Seagate Technology Holdings plc
NCR / NCR Corp.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MMP / Magellan Midstream Partners L.P.
BFH / Bread Financial Holdings, Inc.
RUSHA / Rush Enterprises, Inc.
SCI / Service Corporation International
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CMCSA / Comcast Corporation
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
FERG / Ferguson Enterprises Inc.
SRNE / Sorrento Therapeutics, Inc.
PLUR / Pluri Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
UNH / UnitedHealth Group Incorporated
PXD / Pioneer Natural Resources Company
KR / The Kroger Co.
KIM / Kimco Realty Corporation
HRL / Hormel Foods Corporation
XRAY / DENTSPLY SIRONA Inc.
NTRS / Northern Trust Corporation
BMY / Bristol-Myers Squibb Company
FDX / FedEx Corporation
SEDG / SolarEdge Technologies, Inc.
BALL / Ball Corporation
USB / U.S. Bancorp
DGX / Quest Diagnostics Incorporated
ANET / Arista Networks Inc
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
MRNA / Moderna, Inc.
VZ / Verizon Communications Inc.
COF / Capital One Financial Corporation
SBCF / Seacoast Banking Corporation of Florida
FRT / Federal Realty Investment Trust
CRM / Salesforce, Inc.
EFX / Equifax Inc.
KKR / KKR & Co. Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ATVI / Activision Blizzard Inc
GWW / W.W. Grainger, Inc.
IMGN / ImmunoGen, Inc.
DE / Deere & Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
INMD / InMode Ltd.
FLT / Corpay, Inc.
YUM / Yum! Brands, Inc.
LULU / lululemon athletica inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
SPRU / Spruce Power Holding Corporation
HUBS / HubSpot, Inc.
C.WSA / Citigroup, Inc.
ZI / ZoomInfo Technologies Inc.
YUMC / Yum China Holdings, Inc.
MTD / Mettler-Toledo International Inc.
DBI / Designer Brands Inc.
LMT / Lockheed Martin Corporation
RJF / Raymond James Financial, Inc.
JNPR / Juniper Networks, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
APTV / Aptiv PLC
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CCL / Carnival Corporation & plc
GOOG / Alphabet Inc.
WMB / The Williams Companies, Inc.
MCHP / Microchip Technology Incorporated
UNP / Union Pacific Corporation
MSFT / Microsoft Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
TTC / The Toro Company
LNG / Cheniere Energy, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ADBE / Adobe Inc.
COR / Cencora, Inc.
TYL / Tyler Technologies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ESS / Essex Property Trust, Inc.
RMD / ResMed Inc.
BR / Broadridge Financial Solutions, Inc.
LLY / Eli Lilly and Company
ITW / Illinois Tool Works Inc.
NVT / nVent Electric plc
MCO / Moody's Corporation
F / Ford Motor Company
RF / Regions Financial Corporation
WMT / Walmart Inc.
CME / CME Group Inc.
SPY / SPDR S&P 500 ETF
AMT / American Tower Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
SO / The Southern Company
BURL / Burlington Stores, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ELV / Elevance Health, Inc.
PCAR / PACCAR Inc
MKC / McCormick & Company, Incorporated
TMO / Thermo Fisher Scientific Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ED / Consolidated Edison, Inc.
MKTX / MarketAxess Holdings Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CRWD / CrowdStrike Holdings, Inc.
IR / Ingersoll Rand Inc.
FAST / Fastenal Company
ORCL / Oracle Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VRSK / Verisk Analytics, Inc.
NOW / ServiceNow, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
GPN / Global Payments Inc.
DTE / DTE Energy Company
HPE / Hewlett Packard Enterprise Company
EL / The Estée Lauder Companies Inc.
BFAM / Bright Horizons Family Solutions Inc.
ACN / Accenture plc
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MAR / Marriott International, Inc.
CDW / CDW Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CWEN / Clearway Energy, Inc.
PFE / Pfizer Inc.
EW / Edwards Lifesciences Corporation
CHRW / C.H. Robinson Worldwide, Inc.
TTD / The Trade Desk, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
ISRG / Intuitive Surgical, Inc.
IBM / International Business Machines Corporation
PAYX / Paychex, Inc.
MMM / 3M Company
META / Meta Platforms, Inc.
BA / The Boeing Company
MSI / Motorola Solutions, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
ABNB / Airbnb, Inc.
DLR / Digital Realty Trust, Inc.
HAL / Halliburton Company
SBUX / Starbucks Corporation
MDLZ / Mondelez International, Inc.
TRV / The Travelers Companies, Inc.
MCD / McDonald's Corporation
ABBV / AbbVie Inc.
QQQ / Invesco QQQ Trust, Series 1
CNC / Centene Corporation
DIS / The Walt Disney Company
PG / The Procter & Gamble Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BNL / Broadstone Net Lease, Inc.
ECL / Ecolab Inc.
BDX / Becton, Dickinson and Company
ICE / Intercontinental Exchange, Inc.
JPM / JPMorgan Chase & Co.
DCI / Donaldson Company, Inc.
CSX / CSX Corporation
EXC / Exelon Corporation
APH / Amphenol Corporation
KEY / KeyCorp
PLUG / Plug Power Inc.
ALGN / Align Technology, Inc.
SPG / Simon Property Group, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AWK / American Water Works Company, Inc.
GOOGL / Alphabet Inc.
AOS / A. O. Smith Corporation
GLW / Corning Incorporated
WEC / WEC Energy Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
HON / Honeywell International Inc.
MCK / McKesson Corporation
EXPE / Expedia Group, Inc.
CVX / Chevron Corporation
NET / Cloudflare, Inc.
ALL / The Allstate Corporation
CTRA / Coterra Energy Inc.
MPC / Marathon Petroleum Corporation
FRPT / Freshpet, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ZM / Zoom Communications Inc.
AEP / American Electric Power Company, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
DD / DuPont de Nemours, Inc.
AMSC / American Superconductor Corporation
SYY / Sysco Corporation
ROP / Roper Technologies, Inc.
JNJ / Johnson & Johnson
LDI / loanDepot, Inc.
PFG / Principal Financial Group, Inc.
CHTR / Charter Communications, Inc.
WM / Waste Management, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PSA / Public Storage
EA / Electronic Arts Inc.
CARR / Carrier Global Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ADI / Analog Devices, Inc.
VMC / Vulcan Materials Company
CACI / CACI International Inc
ROL / Rollins, Inc.
CLX / The Clorox Company
SWK / Stanley Black & Decker, Inc.
BHF / Brighthouse Financial, Inc.
CABO / Cable One, Inc.
COUR / Coursera, Inc.
CAH / Cardinal Health, Inc.
ADM / Archer-Daniels-Midland Company
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
GILD / Gilead Sciences, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
COIN / Coinbase Global, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ELAN / Elanco Animal Health Incorporated
SRE / Sempra
HWM / Howmet Aerospace Inc.
BXP / Boston Properties, Inc.
CYBR / CyberArk Software Ltd.
HST / Host Hotels & Resorts, Inc.
BAC / Bank of America Corporation
O / Realty Income Corporation
SWKS / Skyworks Solutions, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CB / Chubb Limited
GIS / General Mills, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PPL / PPL Corporation
V / Visa Inc.
KMB / Kimberly-Clark Corporation
VTRS / Viatris Inc.
FI / Fiserv, Inc.
INTU / Intuit Inc.
RTX / RTX Corporation
ADP / Automatic Data Processing, Inc.
VEEV / Veeva Systems Inc.
COST / Costco Wholesale Corporation
FUL / H.B. Fuller Company
PLD / Prologis, Inc.
AVGO / Broadcom Inc.
TXT / Textron Inc.
LVS / Las Vegas Sands Corp.
RCL / Royal Caribbean Cruises Ltd.
TSN / Tyson Foods, Inc.
DHR / Danaher Corporation
GE / General Electric Company
BRK.A / Berkshire Hathaway Inc.
APD / Air Products and Chemicals, Inc.
LYV / Live Nation Entertainment, Inc.
OGN / Organon & Co.
ADSK / Autodesk, Inc.
COP / ConocoPhillips
TMUS / T-Mobile US, Inc.
INCY / Incyte Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
WMS / Advanced Drainage Systems, Inc.
DFS / Discover Financial Services
K / Kellanova
ESGR / Enstar Group Limited
ATR / AptarGroup, Inc.
BEN / Franklin Resources, Inc.
HOG / Harley-Davidson, Inc.
CI / The Cigna Group
DUK / Duke Energy Corporation
ALLE / Allegion plc
WRB / W. R. Berkley Corporation
SXT / Sensient Technologies Corporation
DHI / D.R. Horton, Inc.