Market Value2,430,878,000
Total Holdings501
File Date2020-11-12
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)
ATEC / Alphatec Holdings, Inc.
ISR / Perspective Therapeutics Inc
KNOP / KNOT Offshore Partners LP - Limited Partnership
PNNT / PennantPark Investment Corporation
DSKEW / Daseke Inc - Warrants (27/02/2022)
US0153511094 / Alexion Pharmaceuticals, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
LBRDA / Liberty Broadband Corporation
DOV / Dover Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
BWA / BorgWarner Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
FSLY / Fastly, Inc.
UNH / UnitedHealth Group Incorporated
TSLA / Tesla, Inc.
NVGS / Navigator Holdings Ltd.
SAFE / Safehold Inc.
PETS / PetMed Express, Inc.
SAR / Saratoga Investment Corp.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
SH / ProShares Trust - ProShares Short S&P500
KMB / Kimberly-Clark Corporation
TDOC / Teladoc Health, Inc.
DFS / Discover Financial Services
IBB / iShares Trust - iShares Biotechnology ETF
HUM / Humana Inc.
OCFC / OceanFirst Financial Corp.
NTAP / NetApp, Inc.
CTSH / Cognizant Technology Solutions Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CVS / CVS Health Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
LMT / Lockheed Martin Corporation
IQV / IQVIA Holdings Inc.
DHI / D.R. Horton, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
OKTA / Okta, Inc.
QCOM / QUALCOMM Incorporated
CARR / Carrier Global Corporation
DT / Dynatrace, Inc.
DAL / Delta Air Lines, Inc.
TSCO / Tractor Supply Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
NEE / NextEra Energy, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
AMGN / Amgen Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XYZ / Block, Inc.
DBEM / DBX ETF Trust - Xtrackers MSCI Emerging Markets Hedged Equity ETF
BAX / Baxter International Inc.
WHR / Whirlpool Corporation
TGT / Target Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LLY / Eli Lilly and Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PFE / Pfizer Inc.
CDP / COPT Defense Properties
NAK / Northern Dynasty Minerals Ltd.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
IWB / iShares Trust - iShares Russell 1000 ETF
PH / Parker-Hannifin Corporation
AVGO / Broadcom Inc.
ISRG / Intuitive Surgical, Inc.
DTE / DTE Energy Company
AAPL / Apple Inc.
IVC / Invacare Corp.
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
PEP / PepsiCo, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
SRCL / Stericycle, Inc.
ACRE / Ares Commercial Real Estate Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SPGI / S&P Global Inc.
NOC / Northrop Grumman Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
QRVO / Qorvo, Inc.
COST / Costco Wholesale Corporation
TT / Trane Technologies plc
SPG / Simon Property Group, Inc.
EOG / EOG Resources, Inc.
ILMN / Illumina, Inc.
TFX / Teleflex Incorporated
AMLP / ALPS ETF Trust - Alerian MLP ETF
CRON / Cronos Group Inc.
IBM / International Business Machines Corporation
XRAY / DENTSPLY SIRONA Inc.
OEF / iShares Trust - iShares S&P 100 ETF
NTNX / Nutanix, Inc.
PM / Philip Morris International Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BSX / Boston Scientific Corporation
ROK / Rockwell Automation, Inc.
CMCSA / Comcast Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MCK / McKesson Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
NOW / ServiceNow, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
JNJ / Johnson & Johnson
MRCC / Monroe Capital Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
BRK.A / Berkshire Hathaway Inc.
CB / Chubb Limited
GOOG / Alphabet Inc.
MSI / Motorola Solutions, Inc.
PPL / PPL Corporation
CTAS / Cintas Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AMP / Ameriprise Financial, Inc.
COP / ConocoPhillips
ADP / Automatic Data Processing, Inc.
LHX / L3Harris Technologies, Inc.
TXN / Texas Instruments Incorporated
MU / Micron Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HTGC / Hercules Capital, Inc.
D / Dominion Energy, Inc.
GS / The Goldman Sachs Group, Inc.
ADBE / Adobe Inc.
PANW / Palo Alto Networks, Inc.
KO / The Coca-Cola Company
NVDA / NVIDIA Corporation
MO / Altria Group, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ALL / The Allstate Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SWK / Stanley Black & Decker, Inc.
ZTS / Zoetis Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CM / Canadian Imperial Bank of Commerce
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DG / Dollar General Corporation
ORCL / Oracle Corporation
MRK / Merck & Co., Inc.
DHR / Danaher Corporation
GNRC / Generac Holdings Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
BRK.B / Berkshire Hathaway Inc.
ACHC / Acadia Healthcare Company, Inc.
DUK / Duke Energy Corporation
DB / Deutsche Bank Aktiengesellschaft
AVY / Avery Dennison Corporation
HSY / The Hershey Company
C / Citigroup Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
VRSK / Verisk Analytics, Inc.
META / Meta Platforms, Inc.
SNA / Snap-on Incorporated
AMAT / Applied Materials, Inc.
STWD / Starwood Property Trust, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ACN / Accenture plc
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NSC / Norfolk Southern Corporation
LECO / Lincoln Electric Holdings, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BKNG / Booking Holdings Inc.
CL / Colgate-Palmolive Company
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
FDX / FedEx Corporation
BCE / BCE Inc.
ECL / Ecolab Inc.
MCO / Moody's Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TJX / The TJX Companies, Inc.
ANSS / ANSYS, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
WEC / WEC Energy Group, Inc.
AXP / American Express Company
STAR / iStar Inc
ONTX / Onconova Therapeutics, Inc.
GCP / GCP Applied Technologies Inc
TWTR / Twitter Inc
67424L100 / Obalon Therapeutics Inc
COR / Cencora, Inc.
AFL / Aflac Incorporated
CDK / CDK Global Inc
US40416M1053 / Hd Supply Inc.
PROSHARES TR / (74348A152)
US74347B2685 / PROSH ULTRAPRO SHORT S&P
RMTI / Rockwell Medical, Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
WGO / Winnebago Industries, Inc.
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
BIF / Boulder Growth & Income Fund Inc
MOTS / Motus GI Holdings, Inc.
VBLT / Vascular Biogenics Ltd
SELB / Selecta Biosciences Inc
JTA / Nuveen Tax-Advantaged Total Return Strategy Fund
SEEL / Seelos Therapeutics, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
GD / General Dynamics Corporation
DOMO / Domo, Inc.
AEP / American Electric Power Company, Inc.
BOE / BlackRock Enhanced Global Dividend Trust
ORBC / Orbcomm Inc
SBAC / SBA Communications Corporation
WMT / Walmart Inc.
CIO / City Office REIT, Inc.
0JW2 / M&T Bank Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CNK / Cinemark Holdings, Inc.
HRTX / Heron Therapeutics, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
USAC / USA Compression Partners, LP - Limited Partnership
US72941B1061 / Pluralsight Inc
BHR / Braemar Hotels & Resorts Inc.
AYX / Alteryx, Inc.
FREQ / Frequency Therapeutics Inc
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
DISCK / Warner Bros.Discovery Inc - Series C
46641Q696 / JPMorgan BetaBuilders Canada ETF
NCZ / Virtus Convertible & Income Fund II
BRMK.WS / Broadmark Realty Capital Inc. Warrants, each exercisable for one fourth (1/4th) share of Common Stoc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
PNC / The PNC Financial Services Group, Inc.
ORGS / Orgenesis Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
/ Cantel Medical Corp.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
AZRE / Azure Power Global Ltd
DBD / Diebold Nixdorf, Incorporated
FTK / Flotek Industries, Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
ZEN / Zendesk Inc
CERN / Cerner Corp.
SDS / ProShares Trust - ProShares UltraShort S&P500
KNSL / Kinsale Capital Group, Inc.
MGTA / Magenta Therapeutics Inc
SABR / Sabre Corporation
CLVT / Clarivate Plc
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
ABBV / AbbVie Inc.
CTXS / Citrix Systems, Inc.
COMM / CommScope Holding Company, Inc.
LOW / Lowe's Companies, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
NUVA / Nuvasive Inc
AMZN / Amazon.com, Inc.
FTV / Fortive Corporation
ZBH / Zimmer Biomet Holdings, Inc.
DE / Deere & Company
GWW / W.W. Grainger, Inc.
USB / U.S. Bancorp
VFC / V.F. Corporation
PEG / Public Service Enterprise Group Incorporated
REGN / Regeneron Pharmaceuticals, Inc.
DVA / DaVita Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SHOP / Shopify Inc.
DCO / Ducommun Incorporated
NTRS / Northern Trust Corporation
LCTX / Lineage Cell Therapeutics, Inc.
KEY / KeyCorp
MKL / Markel Group Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
UPS / United Parcel Service, Inc.
TECH / Bio-Techne Corporation
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
APD / Air Products and Chemicals, Inc.
CLF / Cleveland-Cliffs Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
UVV / Universal Corporation
STGW / Stagwell Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NKE / NIKE, Inc.
PSTG / Pure Storage, Inc.
MCD / McDonald's Corporation
UNP / Union Pacific Corporation
CDW / CDW Corporation
MNST / Monster Beverage Corporation
MNRO / Monro, Inc.
F / Ford Motor Company
CRWD / CrowdStrike Holdings, Inc.
SYY / Sysco Corporation
ZM / Zoom Communications Inc.
TDG / TransDigm Group Incorporated
T / AT&T Inc.
TMUS / T-Mobile US, Inc.
MAR / Marriott International, Inc.
VZ / Verizon Communications Inc.
MMM / 3M Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PG / The Procter & Gamble Company
WBA / Walgreens Boots Alliance, Inc.
HON / Honeywell International Inc.
SO / The Southern Company
MSFT / Microsoft Corporation
CCI / Crown Castle Inc.
MMS / Maximus, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BYND / Beyond Meat, Inc.
BIIB / Biogen Inc.
LIN / Linde plc
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GILD / Gilead Sciences, Inc.
V / Visa Inc.
POLY / Plantronics, Inc.
LAB / Standard BioTools Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PAYX / Paychex, Inc.
EYE / National Vision Holdings, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IRM / Iron Mountain Incorporated
CPB / The Campbell's Company
BDX / Becton, Dickinson and Company
GDS / GDS Holdings Limited - Depositary Receipt (Common Stock)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
BRMK / Broadmark Realty Capital Inc
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
FARO / FARO Technologies, Inc.
PIRS / Pieris Pharmaceuticals, Inc.
LH / Labcorp Holdings Inc.
TWOU / 2U, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
STZ / Constellation Brands, Inc.
MCHP / Microchip Technology Incorporated
PARA / Paramount Global
CI / The Cigna Group
BP / BP p.l.c. - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
SBUX / Starbucks Corporation
CODI / Compass Diversified
AME / AMETEK, Inc.
SHW / The Sherwin-Williams Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SWKS / Skyworks Solutions, Inc.
PTVE / Pactiv Evergreen Inc.
HOLX / Hologic, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
QQQ / Invesco QQQ Trust, Series 1
CME / CME Group Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DD / DuPont de Nemours, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EA / Electronic Arts Inc.
SM / SM Energy Company
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
HD / The Home Depot, Inc.
SYK / Stryker Corporation
CHDN / Churchill Downs Incorporated
SPY / SPDR S&P 500 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
LYFT / Lyft, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CNMD / CONMED Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EG / Everest Group, Ltd.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VMW / Vmware Inc. - Class A
KRP / Kimbell Royalty Partners, LP - Limited Partnership
BA / The Boeing Company
BALL / Ball Corporation
EL / The Estée Lauder Companies Inc.
C.WSA / Citigroup, Inc.
ADPT / Adaptive Biotechnologies Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FI / Fiserv, Inc.
OXY / Occidental Petroleum Corporation
UBER / Uber Technologies, Inc.
INTC / Intel Corporation
A / Agilent Technologies, Inc.
IAU / iShares Gold Trust
GLD / SPDR Gold Trust
RITM / Rithm Capital Corp.
GSK / GSK plc - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
ABT / Abbott Laboratories
GE / General Electric Company
ALK / Alaska Air Group, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
EQIX / Equinix, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AMD / Advanced Micro Devices, Inc.
DGX / Quest Diagnostics Incorporated
BX / Blackstone Inc.
AON / Aon plc
GOOGL / Alphabet Inc.
SEDG / SolarEdge Technologies, Inc.
PLD / Prologis, Inc.
MS / Morgan Stanley
BAC / Bank of America Corporation
WFC / Wells Fargo & Company
AMT / American Tower Corporation
VEEV / Veeva Systems Inc.
GM / General Motors Company
CSCO / Cisco Systems, Inc.
WSBC / WesBanco, Inc.
GPC / Genuine Parts Company
BXP / Boston Properties, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CAT / Caterpillar Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
PYPL / PayPal Holdings, Inc.
KHC / The Kraft Heinz Company
EBAY / eBay Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ARE / Alexandria Real Estate Equities, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
REXR / Rexford Industrial Realty, Inc.
FAST / Fastenal Company
ROP / Roper Technologies, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
DOW / Dow Inc.
BWXT / BWX Technologies, Inc.
NFLX / Netflix, Inc.
ICE / Intercontinental Exchange, Inc.
OKE / ONEOK, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FSK / FS KKR Capital Corp.
GNL / Global Net Lease, Inc.
TXT / Textron Inc.
AGNC / AGNC Investment Corp.
EXC / Exelon Corporation
VLO / Valero Energy Corporation
JPM / JPMorgan Chase & Co.
FTNT / Fortinet, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EXAS / Exact Sciences Corporation
SLV / iShares Silver Trust
MPC / Marathon Petroleum Corporation
DIS / The Walt Disney Company
ET / Energy Transfer LP - Limited Partnership
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IMO / Imperial Oil Limited
GH / Guardant Health, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RCL / Royal Caribbean Cruises Ltd.
BLUE / bluebird bio, Inc.
STT / State Street Corporation
DELL / Dell Technologies Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
CMG / Chipotle Mexican Grill, Inc.
CSX / CSX Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
CVX / Chevron Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
TWLO / Twilio Inc.
XYL / Xylem Inc.
INTU / Intuit Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
FLR / Fluor Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RHI / Robert Half Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
KMI / Kinder Morgan, Inc.
FIS / Fidelity National Information Services, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
LRCX / Lam Research Corporation
DXCM / DexCom, Inc.
DOCU / DocuSign, Inc.
RF / Regions Financial Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CTLT / Catalent, Inc.
CHKP / Check Point Software Technologies Ltd.
XOM / Exxon Mobil Corporation
TMO / Thermo Fisher Scientific Inc.
TRV / The Travelers Companies, Inc.
WOR / Worthington Enterprises, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ENB / Enbridge Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
TRP / TC Energy Corporation
LUV / Southwest Airlines Co.
RSG / Republic Services, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
OBDC / Blue Owl Capital Corporation
SYF / Synchrony Financial
OTIS / Otis Worldwide Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RTX / RTX Corporation
VOYA / Voya Financial, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
ZS / Zscaler, Inc.
ATR / AptarGroup, Inc.
MA / Mastercard Incorporated
MDT / Medtronic plc
GBDC / Golub Capital BDC, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
NUE / Nucor Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
OLED / Universal Display Corporation
PTON / Peloton Interactive, Inc.
EMR / Emerson Electric Co.
EW / Edwards Lifesciences Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
AWK / American Water Works Company, Inc.
TFC / Truist Financial Corporation
HBAN / Huntington Bancshares Incorporated
BMY / Bristol-Myers Squibb Company
PSX / Phillips 66
ADI / Analog Devices, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
XEL / Xcel Energy Inc.
GIS / General Mills, Inc.
ITW / Illinois Tool Works Inc.
CRM / Salesforce, Inc.
ELV / Elevance Health, Inc.
TROW / T. Rowe Price Group, Inc.
PPG / PPG Industries, Inc.
SRE / Sempra
ORLY / O'Reilly Automotive, Inc.
YUMC / Yum China Holdings, Inc.