Market Value1,855,402,000
Total Holdings610
File Date2019-11-26
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)
PEAK / Healthpeak Properties, Inc.
STI / Solidion Technology, Inc.
DXCM / DexCom, Inc.
TD / The Toronto-Dominion Bank
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PEG / Public Service Enterprise Group Incorporated
AFL / Aflac Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AVY / Avery Dennison Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
MKC / McCormick & Company, Incorporated
AWK / American Water Works Company, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
KLAC / KLA Corporation
MLM / Martin Marietta Materials, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ECTM / ECA Marcellus Trust I
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ABR / Arbor Realty Trust, Inc.
LRCX / Lam Research Corporation
IFF / International Flavors & Fragrances Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IXN / iShares Trust - iShares Global Tech ETF
OSK / Oshkosh Corporation
MMM / 3M Company
LYB / LyondellBasell Industries N.V.
LECO / Lincoln Electric Holdings, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
ED / Consolidated Edison, Inc.
TROW / T. Rowe Price Group, Inc.
PRU / Prudential Financial, Inc.
BTGOF / BT Group plc
RMAX / RE/MAX Holdings, Inc.
NSP / Insperity, Inc.
EAT / Brinker International, Inc.
BF.B / Brown-Forman Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TDOC / Teladoc Health, Inc.
THO / THOR Industries, Inc.
GWW / W.W. Grainger, Inc.
ITW / Illinois Tool Works Inc.
URI / United Rentals, Inc.
US34407D1090 / Fly Leasing Ltd.
NCR / NCR Corp.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ANIK / Anika Therapeutics, Inc.
AL / Air Lease Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
904784709 / Unilever N.V.
JLL / Jones Lang LaSalle Incorporated
DIA / SPDR Dow Jones Industrial Average ETF Trust
EBRYY / Centrais Electricas Brazil
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
UHS / Universal Health Services, Inc.
BMI / Badger Meter, Inc.
WTRG / Essential Utilities, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
CNI / Canadian National Railway Company
CLNE / Clean Energy Fuels Corp.
ROST / Ross Stores, Inc.
LKQ / LKQ Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
KMI / Kinder Morgan, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CAKE / The Cheesecake Factory Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
TRP / TC Energy Corporation
PBCT / People`s United Financial Inc
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TSLA / Tesla, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
CRBP / Corbus Pharmaceuticals Holdings, Inc.
HON / Honeywell International Inc.
BRK.A / Berkshire Hathaway Inc.
LTC / LTC Properties, Inc.
SLB / Schlumberger Limited
LUV / Southwest Airlines Co.
NLY / Annaly Capital Management, Inc.
CVEO / Civeo Corporation
CTSH / Cognizant Technology Solutions Corporation
HD / The Home Depot, Inc.
MMC / Marsh & McLennan Companies, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
LVS / Las Vegas Sands Corp.
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
ASMLF / ASML Holding N.V.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
DAL / Delta Air Lines, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VLO / Valero Energy Corporation
DTE / DTE Energy Company
LNT / Alliant Energy Corporation
IGOV / iShares Trust - iShares International Treasury Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
Y / Alleghany Corp.
CASS / Cass Information Systems, Inc.
RES / RPC, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
GLPG / Galapagos NV - Depositary Receipt (Common Stock)
IGF / iShares Trust - iShares Global Infrastructure ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
/ TD AmeriTrade Holding Corp.
03765K104 / Aphria Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
US1182301010 / Buckeye Partners, L.P.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CASY / Casey's General Stores, Inc.
RGLD / Royal Gold, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
LDOS / Leidos Holdings, Inc.
BWXT / BWX Technologies, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
FLT / Corpay, Inc.
BRFS / BRF S.A. - Depositary Receipt (Common Stock)
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
DLR / Digital Realty Trust, Inc.
UNP / Union Pacific Corporation
COF / Capital One Financial Corporation
O / Realty Income Corporation
ST / Sensata Technologies Holding plc
PRLB / Proto Labs, Inc.
RSG / Republic Services, Inc.
CGC / Canopy Growth Corporation
GM / General Motors Company
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
XYL / Xylem Inc.
LSTR / Landstar System, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AXTA / Axalta Coating Systems Ltd.
BMG253431073 / Cosan Ltd.
GLW / Corning Incorporated
COO / The Cooper Companies, Inc.
NOC / Northrop Grumman Corporation
US21871D1037 / Corelogic Inc
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
WM / Waste Management, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EVRG / Evergy, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
GOL / Gol Linhas Aéreas Inteligentes S.A. - Depositary Receipt (Common Stock)
OC / Owens Corning
UGI / UGI Corporation
AUY / Yamana Gold Inc.
US0549371070 / BB&T Corp.
STWD / Starwood Property Trust, Inc.
LL / LL Flooring Holdings, Inc.
NNN / NNN REIT, Inc.
AFIN / American Fin Tr Inc - Class A
/ iShares Morningstar Mid-Cap Value ETF
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
BAC.PRL / Bank of America Corporation - Preferred Stock
WNS / WNS (Holdings) Limited
IXJ / iShares Trust - iShares Global Healthcare ETF
USFD / US Foods Holding Corp.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
SNFCA / Security National Financial Corporation
RTN / Raytheon Co.
FSBW / FS Bancorp, Inc.
ALC / Alcon Inc.
HF / Tidal Trust II - DGA Core Plus Absolute Return ETF
APU / AmeriGas Partners, L.P.
SBH / Sally Beauty Holdings, Inc.
CBD / Companhia Brasileira De Distribuicao - Depositary Receipt (Common Stock)
SUM / Summit Materials, Inc.
US83088V1026 / Slack Technologies Inc
ILCG / iShares Trust - iShares Morningstar Growth ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IYF / iShares Trust - iShares U.S. Financials ETF
BRKS / Brooks Automation, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
NTR / Nutrien Ltd.
ARGX / argenx SE - Depositary Receipt (Common Stock)
CELG / Celgene Corp.
AYI / Acuity Inc.
TTWO / Take-Two Interactive Software, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
SLM / SLM Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
G / Genpact Limited
BMO / Bank of Montreal
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NATI / National Instruments Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
126132109 / CNOOC Ltd.
VTR / Ventas, Inc.
ABB / ABB Ltd. - ADR
ARCC / Ares Capital Corporation
WY / Weyerhaeuser Company
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
YUM / Yum! Brands, Inc.
018490100 / Allergan plc
XRT / SPDR Series Trust - SPDR S&P Retail ETF
NUE / Nucor Corporation
CHD / Church & Dwight Co., Inc.
SRC / Spirit Realty Capital, Inc.
GGG / Graco Inc.
ETN / Eaton Corporation plc
ILMN / Illumina, Inc.
PPG / PPG Industries, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
KKR / KKR & Co. Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
RGEN / Repligen Corporation
AAME / Atlantic American Corporation
LNC / Lincoln National Corporation
LUMN / Lumen Technologies, Inc.
HRL / Hormel Foods Corporation
WPM / Wheaton Precious Metals Corp.
MTB / M&T Bank Corporation
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
FTS / Fortis Inc.
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AU / AngloGold Ashanti plc
SRCI / SRC Energy Inc
MAR / Marriott International, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
US72941B1061 / Pluralsight Inc
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SWN / Southwestern Energy Company
EXC / Exelon Corporation
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
AXP / American Express Company
IYG / iShares Trust - iShares U.S. Financial Services ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PYPL / PayPal Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
SID / Companhia Siderúrgica Nacional - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
GLD / SPDR Gold Trust
MUB / iShares Trust - iShares National Muni Bond ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IYW / iShares Trust - iShares U.S. Technology ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
QSY / WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SWKS / Skyworks Solutions, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
HSIC / Henry Schein, Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
FE / FirstEnergy Corp.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LYFT / Lyft, Inc.
MET / MetLife, Inc.
KIM / Kimco Realty Corporation
CLB / Core Laboratories Inc.
SMG / The Scotts Miracle-Gro Company
CAT / Caterpillar Inc.
US2692464017 / E*TRADE Financial, Inc.
SUI / Sun Communities, Inc.
DOCU / DocuSign, Inc.
MKL / Markel Group Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
SJM / The J. M. Smucker Company
SHW / The Sherwin-Williams Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
JKHY / Jack Henry & Associates, Inc.
TNDM / Tandem Diabetes Care, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
PAYX / Paychex, Inc.
BR / Broadridge Financial Solutions, Inc.
FDX / FedEx Corporation
CNC / Centene Corporation
CFG / Citizens Financial Group, Inc.
DFS / Discover Financial Services
MU / Micron Technology, Inc.
OXY / Occidental Petroleum Corporation
SLV / iShares Silver Trust
ELV / Elevance Health, Inc.
ADM / Archer-Daniels-Midland Company
CM / Canadian Imperial Bank of Commerce
ERIE / Erie Indemnity Company
CCEP / Coca-Cola Europacific Partners PLC
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MBB / iShares Trust - iShares MBS ETF
BGS / B&G Foods, Inc.
SPLK / Splunk Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CI / The Cigna Group
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
WPP / WPP plc - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
HCSG / Healthcare Services Group, Inc.
US80007A1025 / SandRidge Permian Trust
DOV / Dover Corporation
CBRL / Cracker Barrel Old Country Store, Inc.
SO / The Southern Company
JEF / Jefferies Financial Group Inc.
SYF / Synchrony Financial
DATA / Tableau Software, Inc.
WRB / W. R. Berkley Corporation
MSCI / MSCI Inc.
CMI / Cummins Inc.
WPC / W. P. Carey Inc.
ALLE / Allegion plc
CIM / Chimera Investment Corporation
FTV / Fortive Corporation
BIIB / Biogen Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
WBA / Walgreens Boots Alliance, Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
J / Jacobs Solutions Inc.
CTVA / Corteva, Inc.
MELI / MercadoLibre, Inc.
CHE / Chemed Corporation
LH / Labcorp Holdings Inc.
IVZ / Invesco Ltd.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VFC / V.F. Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RY / Royal Bank of Canada
PFG / Principal Financial Group, Inc.
EVH / Evolent Health, Inc.
PSX / Phillips 66
IR / Ingersoll Rand Inc.
APH / Amphenol Corporation
BOH / Bank of Hawaii Corporation
BAX / Baxter International Inc.
ORLY / O'Reilly Automotive, Inc.
NLOK / NortonLifeLock Inc
GNTX / Gentex Corporation
FRT / Federal Realty Investment Trust
ADP / Automatic Data Processing, Inc.
AMG / Affiliated Managers Group, Inc.
SIRI / Sirius XM Holdings Inc.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
TWTR / Twitter Inc
PNC / The PNC Financial Services Group, Inc.
BLL / Ball Corp.
CBRE / CBRE Group, Inc.
PRI / Primerica, Inc.
AOS / A. O. Smith Corporation
XEL / Xcel Energy Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FITB / Fifth Third Bancorp
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HSY / The Hershey Company
CMP / Compass Minerals International, Inc.
BA / The Boeing Company
EA / Electronic Arts Inc.
TWOU / 2U, Inc.
MPC / Marathon Petroleum Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
D / Dominion Energy, Inc.
SITE / SiteOne Landscape Supply, Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
ALL / The Allstate Corporation
WDFC / WD-40 Company
RDS.B / Shell Plc - ADR
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NEOG / Neogen Corporation
DOW / Dow Inc.
RLI / RLI Corp.
IVW / iShares Trust - iShares S&P 500 Growth ETF
GILD / Gilead Sciences, Inc.
BBY / Best Buy Co., Inc.
FFIN / First Financial Bankshares, Inc.
DHI / D.R. Horton, Inc.
LIN / Linde plc
CLX / The Clorox Company
FIZZ / National Beverage Corp.
BAM / Brookfield Asset Management Ltd.
MPLX / MPLX LP - Limited Partnership
CDW / CDW Corporation
ET / Energy Transfer LP - Limited Partnership
LOPE / Grand Canyon Education, Inc.
MDLZ / Mondelez International, Inc.
FIVE / Five Below, Inc.
LOW / Lowe's Companies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
UNF / UniFirst Corporation
AQN / Algonquin Power & Utilities Corp.
ROP / Roper Technologies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PAGP / Plains GP Holdings, L.P. - Limited Partnership
AB / AllianceBernstein Holding L.P. - Limited Partnership
GIS / General Mills, Inc.
AMED / Amedisys, Inc.
ACB / Aurora Cannabis Inc.
OHI / Omega Healthcare Investors, Inc.
RF / Regions Financial Corporation
CNK / Cinemark Holdings, Inc.
CCK / Crown Holdings, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
GOOGL / Alphabet Inc.
TMUS / T-Mobile US, Inc.
CL / Colgate-Palmolive Company
M / Macy's, Inc.
RBC / RBC Bearings Incorporated
EOG / EOG Resources, Inc.
BDX / Becton, Dickinson and Company
GE / General Electric Company
ZOM / Zomedica Corp.
ZTS / Zoetis Inc.
F / Ford Motor Company
MCD / McDonald's Corporation
SPY / SPDR S&P 500 ETF
MMP / Magellan Midstream Partners L.P.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MS / Morgan Stanley
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AMAT / Applied Materials, Inc.
PEP / PepsiCo, Inc.
DOW / Dow Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
PXD / Pioneer Natural Resources Company
DE / Deere & Company
AVGO / Broadcom Inc.
MSFT / Microsoft Corporation
EL / The Estée Lauder Companies Inc.
PM / Philip Morris International Inc.
CME / CME Group Inc.
APD / Air Products and Chemicals, Inc.
ADBE / Adobe Inc.
EBAY / eBay Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BX / Blackstone Inc.
HBI / Hanesbrands Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
STZ / Constellation Brands, Inc.
CB / Chubb Limited
LHX / L3Harris Technologies, Inc.
UBER / Uber Technologies, Inc.
SYY / Sysco Corporation
KO / The Coca-Cola Company
BK / The Bank of New York Mellon Corporation
C.WSA / Citigroup, Inc.
GOOG / Alphabet Inc.
CSCO / Cisco Systems, Inc.
WMT / Walmart Inc.
V / Visa Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
QCOM / QUALCOMM Incorporated
CVX / Chevron Corporation
BKNG / Booking Holdings Inc.
PLD / Prologis, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GLOB / Globant S.A.
INTU / Intuit Inc.
MA / Mastercard Incorporated
LMT / Lockheed Martin Corporation
FAST / Fastenal Company
C / Citigroup Inc.
INTC / Intel Corporation
CAG / Conagra Brands, Inc.
AMCR / Amcor plc
TMO / Thermo Fisher Scientific Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MO / Altria Group, Inc.
EW / Edwards Lifesciences Corporation
OMC / Omnicom Group Inc.
VEEV / Veeva Systems Inc.
BRK.B / Berkshire Hathaway Inc.
NKE / NIKE, Inc.
TRV / The Travelers Companies, Inc.
CRM / Salesforce, Inc.
ABT / Abbott Laboratories
BCE / BCE Inc.
DG / Dollar General Corporation
GWRE / Guidewire Software, Inc.
HBAN / Huntington Bancshares Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
PG / The Procter & Gamble Company
PAYC / Paycom Software, Inc.
ACN / Accenture plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SBAC / SBA Communications Corporation
AMZN / Amazon.com, Inc.
STT / State Street Corporation
TYL / Tyler Technologies, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
BL / BlackLine, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ADSK / Autodesk, Inc.
NFLX / Netflix, Inc.
AEP / American Electric Power Company, Inc.
WST / West Pharmaceutical Services, Inc.
BMY / Bristol-Myers Squibb Company
AMD / Advanced Micro Devices, Inc.
NOW / ServiceNow, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ISRG / Intuitive Surgical, Inc.
FIS / Fidelity National Information Services, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EIX / Edison International
JPM / JPMorgan Chase & Co.
IQV / IQVIA Holdings Inc.
OKE / ONEOK, Inc.
RCL / Royal Caribbean Cruises Ltd.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
KMB / Kimberly-Clark Corporation
TGT / Target Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ECL / Ecolab Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ES / Eversource Energy
RTX / RTX Corporation
KR / The Kroger Co.
COST / Costco Wholesale Corporation
XOM / Exxon Mobil Corporation
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AMGN / Amgen Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
META / Meta Platforms, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ETR / Entergy Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
CTAS / Cintas Corporation
SYK / Stryker Corporation
JNJ / Johnson & Johnson
PFE / Pfizer Inc.
MRK / Merck & Co., Inc.
MDT / Medtronic plc
PPL / PPL Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PGR / The Progressive Corporation
HII / Huntington Ingalls Industries, Inc.
VRSK / Verisk Analytics, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
AMT / American Tower Corporation
COR / Cencora, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SCHW / The Charles Schwab Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DIS / The Walt Disney Company
CVS / CVS Health Corporation
FI / Fiserv, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MSI / Motorola Solutions, Inc.
AAPL / Apple Inc.
WSO / Watsco, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
KMX / CarMax, Inc.
MCHP / Microchip Technology Incorporated
GPN / Global Payments Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NEE / NextEra Energy, Inc.
CSGP / CoStar Group, Inc.
GS / The Goldman Sachs Group, Inc.
NXPI / NXP Semiconductors N.V.
GD / General Dynamics Corporation
BAC / Bank of America Corporation
TXN / Texas Instruments Incorporated
HEI / HEICO Corporation
MCK / McKesson Corporation
ANSS / ANSYS, Inc.
WFC / Wells Fargo & Company
IBM / International Business Machines Corporation
CAH / Cardinal Health, Inc.
CHKP / Check Point Software Technologies Ltd.
COP / ConocoPhillips
UL / Unilever PLC - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
GPC / Genuine Parts Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RBA / RB Global, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DHR / Danaher Corporation
ABBV / AbbVie Inc.
ROL / Rollins, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VZ / Verizon Communications Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WEC / WEC Energy Group, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
NVDA / NVIDIA Corporation
TJX / The TJX Companies, Inc.
SBUX / Starbucks Corporation
ADI / Analog Devices, Inc.
T / AT&T Inc.
ORCL / Oracle Corporation
HLI / Houlihan Lokey, Inc.
JCI / Johnson Controls International plc
LLY / Eli Lilly and Company
UNH / UnitedHealth Group Incorporated
UPS / United Parcel Service, Inc.