| PAYC / Paycom Software, Inc.
|
|
|
|
|
|
|
|
| FRC / First Republic Bank
|
|
|
|
|
|
|
|
| SPG / Simon Property Group, Inc.
|
|
|
|
|
|
|
|
| IWC / iShares Trust - iShares Micro-Cap ETF
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| CWT / California Water Service Group
|
|
|
|
|
|
|
|
| ANSS / ANSYS, Inc.
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| WCN / Waste Connections, Inc.
|
|
|
|
|
|
|
|
| MIDD / The Middleby Corporation
|
|
|
|
|
|
|
|
| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| STX / Seagate Technology Holdings plc
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| WOLF / Wolfspeed, Inc.
|
|
|
|
|
|
|
|
| ILMN / Illumina, Inc.
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
| ATHX / Athersys, Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| CTSH / Cognizant Technology Solutions Corporation
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| IAU / iShares Gold Trust
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| LKQ / LKQ Corporation
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| LECO / Lincoln Electric Holdings, Inc.
|
|
|
|
|
|
|
|
| GLW / Corning Incorporated
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| JCI / Johnson Controls International plc
|
|
|
|
|
|
|
|
| SWK / Stanley Black & Decker, Inc.
|
|
|
|
|
|
|
|
| STE / STERIS plc
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| FLEX / Flex Ltd.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
|
|
|
|
|
|
|
|
| CRSP / CRISPR Therapeutics AG
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| 1SAIC / Science Applications International Corporation
|
|
|
|
|
|
|
|
| SIVB / SVB Financial Group
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| SSNC / SS&C Technologies Holdings, Inc.
|
|
|
|
|
|
|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| HOLX / Hologic, Inc.
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| LEN / Lennar Corporation
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| BAX / Baxter International Inc.
|
|
|
|
|
|
|
|
| H&R Block, Inc.
/ (936711050) |
|
|
|
|
|
|
|
| US46436E8093 / ETF
|
|
|
|
|
|
|
|
| TWLO / Twilio Inc.
|
|
|
|
|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
| STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| OKTA / Okta, Inc.
|
|
|
|
|
|
|
|
| ZBRA / Zebra Technologies Corporation
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| ODFL / Old Dominion Freight Line, Inc.
|
|
|
|
|
|
|
|
| CATC / Cambridge Bancorp
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| SRCL / Stericycle, Inc.
|
|
|
|
|
|
|
|
| JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| 1DOV / Dover Corporation
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| ATR / AptarGroup, Inc.
|
|
|
|
|
|
|
|
| MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
|
|
|
|
|
|
|
|
| GSK / GSK plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
| RLAY / Relay Therapeutics, Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| GJR / Strats Trust For Procter & Gambel Security - Preferred Security
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| STZ / Constellation Brands, Inc.
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| YUMC / Yum China Holdings, Inc.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
|
|
|
|
|
|
|
|
| NTRS / Northern Trust Corporation
|
|
|
|
|
|
|
|
| TEL / TE Connectivity plc
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| HUBB / Hubbell Incorporated
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| FLOT / iShares Trust - iShares Floating Rate Bond ETF
|
|
|
|
|
|
|
|
| MCHP / Microchip Technology Incorporated
|
|
|
|
|
|
|
|
| GATX / GATX Corporation
|
|
|
|
|
|
|
|
| AM / Antero Midstream Corporation
|
|
|
|
|
|
|
|
| K / Kellanova
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
|
|
|
|
|
|
|
| LHX / L3Harris Technologies, Inc.
|
|
|
|
|
|
|
|
| COHR / Coherent Corp.
|
|
|
|
|
|
|
|
| DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| NVST / Envista Holdings Corporation
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| ALLE / Allegion plc
|
|
|
|
|
|
|
|
| TER / Teradyne, Inc.
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| UGI / UGI Corporation
|
|
|
|
|
|
|
|
| J / Jacobs Solutions Inc.
|
|
|
|
|
|
|
|
| ALGN / Align Technology, Inc.
|
|
|
|
|
|
|
|
| DG / Dollar General Corporation
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| IFF / International Flavors & Fragrances Inc.
|
|
|
|
|
|
|
|
| IR / Ingersoll Rand Inc.
|
|
|
|
|
|
|
|
| ALC N / Alcon Inc.
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
| XBI / SPDR Series Trust - SPDR S&P Biotech ETF
|
|
|
|
|
|
|
|
| ENPH / Enphase Energy, Inc.
|
|
|
|
|
|
|
|
| VEEV / Veeva Systems Inc.
|
|
|
|
|
|
|
|
| DLTR / Dollar Tree, Inc.
|
|
|
|
|
|
|
|
| SQ / Block, Inc.
|
|
|
|
|
|
|
|
| SWKS / Skyworks Solutions, Inc.
|
|
|
|
|
|
|
|
| XRAY / DENTSPLY SIRONA Inc.
|
|
|
|
|
|
|
|
| EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| CLX / The Clorox Company
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| XY6 / Xylem Inc.
|
|
|
|
|
|
|
|
| PH / Parker-Hannifin Corporation
|
|
|
|
|
|
|
|
| FANG / Diamondback Energy, Inc.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| STWD / Starwood Property Trust, Inc.
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| SPLK / Splunk Inc.
|
|
|
|
|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
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| AFL / Aflac Incorporated
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| SHW / The Sherwin-Williams Company
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| HON / Honeywell International Inc.
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| RTX / RTX Corporation
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| GILD / Gilead Sciences, Inc.
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| DHR / Danaher Corporation
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| ITW / Illinois Tool Works Inc.
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| FRST / Primis Financial Corp.
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| IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
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| PNC / The PNC Financial Services Group, Inc.
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| WY / Weyerhaeuser Company
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| AVY / Avery Dennison Corporation
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| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| TT / Trane Technologies plc
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| SEDG / SolarEdge Technologies, Inc.
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| EMR / Emerson Electric Co.
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| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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| NEOG / Neogen Corporation
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| CEF / Sprott Physical Gold and Silver Trust
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| HD / The Home Depot, Inc.
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| FI / Fiserv, Inc.
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| SHEL / Shell plc - Depositary Receipt (Common Stock)
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| WAT / Waters Corporation
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| CHD / Church & Dwight Co., Inc.
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| MDT / Medtronic plc
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| BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
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| TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
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| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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| LIN / Linde plc
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| IWR / iShares Trust - iShares Russell Mid-Cap ETF
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| GSAT / Globalstar, Inc.
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| GNRC / Generac Holdings Inc.
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
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| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
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| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| WMT / Walmart Inc.
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| UPS / United Parcel Service, Inc.
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| TYL / Tyler Technologies, Inc.
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| MKC / McCormick & Company, Incorporated
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| IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| TRMB / Trimble Inc.
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| SYY / Sysco Corporation
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| ABBV / AbbVie Inc.
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| FAST / Fastenal Company
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| RPM / RPM International Inc.
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| IGM / iShares Trust - iShares Expanded Tech Sector ETF
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.
