Market Value1,718,465,584
Total Holdings563
File Date2025-02-05
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)
XOM / Exxon Mobil Corporation
MTD / Mettler-Toledo International Inc.
MSCI / MSCI Inc.
MDLZ / Mondelez International, Inc.
LLY / Eli Lilly and Company
OHI / Omega Healthcare Investors, Inc.
C / Citigroup Inc. - Corporate Bond/Note
ALL / The Allstate Corporation
SCCO / Southern Copper Corporation
A / Agilent Technologies, Inc.
MRK / Merck & Co., Inc.
TMUS / T-Mobile US, Inc.
TSLA / Tesla, Inc.
NFLX / Netflix, Inc.
CNC / Centene Corporation
LNG / Cheniere Energy, Inc.
GOOG / Alphabet Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
EMN / Eastman Chemical Company
WDAY / Workday, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
CNI / Canadian National Railway Company
SHOP / Shopify Inc.
LULU / lululemon athletica inc.
D / Dominion Energy, Inc.
DFS / Discover Financial Services
BWZ / SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF
BNS / The Bank of Nova Scotia
AIG / American International Group, Inc.
T / AT&T Inc.
HIG / The Hartford Insurance Group, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
ADSK / Autodesk, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
STE / STERIS plc
O / Realty Income Corporation
SPG / Simon Property Group, Inc.
UDR / UDR, Inc.
AVY / Avery Dennison Corporation
FI / Fiserv, Inc.
ETR / Entergy Corporation
TKR / The Timken Company
ELS / Equity LifeStyle Properties, Inc.
CE / Celanese Corporation
MOH / Molina Healthcare, Inc.
MRO / Marathon Oil Corporation
IPG / The Interpublic Group of Companies, Inc.
GOLD / Barrick Mining Corporation
PTC / PTC Inc.
NDSN / Nordson Corporation
OC / Owens Corning
CLH / Clean Harbors, Inc.
TTEK / Tetra Tech, Inc.
CW / Curtiss-Wright Corporation
VLTO / Veralto Corporation
CPT / Camden Property Trust
TFX / Teleflex Incorporated
MGM / MGM Resorts International
ADT / ADT Inc.
MUSA / Murphy USA Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MNST / Monster Beverage Corporation
TKO / TKO Group Holdings, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
MCHP / Microchip Technology Incorporated
AXP / American Express Company
CAH / Cardinal Health, Inc.
PHM / PulteGroup, Inc.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XEL / Xcel Energy Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
WRB / W. R. Berkley Corporation
ORCL / Oracle Corporation
PGR / The Progressive Corporation
DLTR / Dollar Tree, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
UNH / UnitedHealth Group Incorporated
TTWO / Take-Two Interactive Software, Inc.
DVA / DaVita Inc.
BRK.A / Berkshire Hathaway Inc.
TSCO / Tractor Supply Company
MPWR / Monolithic Power Systems, Inc.
FCX / Freeport-McMoRan Inc.
FITB / Fifth Third Bancorp
TXN / Texas Instruments Incorporated
WM / Waste Management, Inc.
AMAT / Applied Materials, Inc.
AMT / American Tower Corporation
IQV / IQVIA Holdings Inc.
NEM / Newmont Corporation
PNR / Pentair plc
AZO / AutoZone, Inc.
COST / Costco Wholesale Corporation
FIS / Fidelity National Information Services, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
LDOS / Leidos Holdings, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
CL / Colgate-Palmolive Company
CB / Chubb Limited
CTSH / Cognizant Technology Solutions Corporation
AFL / Aflac Incorporated
SO / The Southern Company
CRH / CRH plc
RTX / RTX Corporation
WSM / Williams-Sonoma, Inc.
KMB / Kimberly-Clark Corporation
NEE / NextEra Energy, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
LYV / Live Nation Entertainment, Inc.
CDW / CDW Corporation
SNPS / Synopsys, Inc.
IR / Ingersoll Rand Inc.
GRMN / Garmin Ltd.
ATO / Atmos Energy Corporation
UNP / Union Pacific Corporation
IP / International Paper Company
CBRE / CBRE Group, Inc.
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
DTE / DTE Energy Company
COR / Cencora, Inc.
CME / CME Group Inc.
CHD / Church & Dwight Co., Inc.
PAYX / Paychex, Inc.
CSL / Carlisle Companies Incorporated
VRSN / VeriSign, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
DGX / Quest Diagnostics Incorporated
KIM / Kimco Realty Corporation
HSY / The Hershey Company
MET / MetLife, Inc.
KHC / The Kraft Heinz Company
ROST / Ross Stores, Inc.
MSI / Motorola Solutions, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
UBS / UBS Group AG
LEN / Lennar Corporation
PLTR / Palantir Technologies Inc.
PEP / PepsiCo, Inc.
ESS / Essex Property Trust, Inc.
PKG / Packaging Corporation of America
HPE / Hewlett Packard Enterprise Company
COP / ConocoPhillips
NOW / ServiceNow, Inc.
FDX / FedEx Corporation
ED / Consolidated Edison, Inc.
JPM / JPMorgan Chase & Co.
EXPD / Expeditors International of Washington, Inc.
CSCO / Cisco Systems, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MU / Micron Technology, Inc.
MA / Mastercard Incorporated
NVDA / NVIDIA Corporation
NDAQ / Nasdaq, Inc.
CPRT / Copart, Inc.
BRO / Brown & Brown, Inc.
MSFT / Microsoft Corporation
PEG / Public Service Enterprise Group Incorporated
BDX / Becton, Dickinson and Company
BAC / Bank of America Corporation
AON / Aon plc
WSO / Watsco, Inc.
WFC / Wells Fargo & Company
DD / DuPont de Nemours, Inc.
PPG / PPG Industries, Inc.
WH / Wyndham Hotels & Resorts, Inc.
META / Meta Platforms, Inc.
APH / Amphenol Corporation
ADBE / Adobe Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AMZN / Amazon.com, Inc.
AAPL / Apple Inc.
IT / Gartner, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ERIE / Erie Indemnity Company
TER / Teradyne, Inc.
DVN / Devon Energy Corporation
NSC / Norfolk Southern Corporation
BMO / Bank of Montreal
DUK / Duke Energy Corporation
SHW / The Sherwin-Williams Company
EXC / Exelon Corporation
DE / Deere & Company
EBAY / eBay Inc.
FAST / Fastenal Company
MFC / Manulife Financial Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VLO / Valero Energy Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CARR / Carrier Global Corporation
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
YUM / Yum! Brands, Inc.
LII / Lennox International Inc.
DIS / The Walt Disney Company
AGL / agilon health, inc.
STLD / Steel Dynamics, Inc.
IDXX / IDEXX Laboratories, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
EIX / Edison International
GOOGL / Alphabet Inc.
TMO / Thermo Fisher Scientific Inc.
JEF / Jefferies Financial Group Inc.
NRG / NRG Energy, Inc.
FERG / Ferguson Enterprises Inc.
MAR / Marriott International, Inc.
WDFC / WD-40 Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
TRP / TC Energy Corporation
PYPL / PayPal Holdings, Inc.
COF / Capital One Financial Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
EQR / Equity Residential
VUG / Vanguard Index Funds - Vanguard Growth ETF
OEF / iShares Trust - iShares S&P 100 ETF
IMO / Imperial Oil Limited
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MDT / Medtronic plc
INTC / Intel Corporation
PFG / Principal Financial Group, Inc.
GIS / General Mills, Inc.
GE / General Electric Company
LECO / Lincoln Electric Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
SYF / Synchrony Financial
ET / Energy Transfer LP - Limited Partnership
ZTS / Zoetis Inc.
PWR / Quanta Services, Inc.
HPP / Hudson Pacific Properties, Inc.
FTV / Fortive Corporation
KMI / Kinder Morgan, Inc.
VTRS / Viatris Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
NXPI / NXP Semiconductors N.V.
BMY / Bristol-Myers Squibb Company
CDNS / Cadence Design Systems, Inc.
LHX / L3Harris Technologies, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
VFH / Vanguard World Fund - Vanguard Financials ETF
SPHR / Sphere Entertainment Co.
TBLA / Taboola.com Ltd.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
CNP / CenterPoint Energy, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
SPY / SPDR S&P 500 ETF
CAI / Canadian Imperial Bank of Commerce
LIN / Linde plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MS / Morgan Stanley
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
DLR / Digital Realty Trust, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
DRI / Darden Restaurants, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ABBV / AbbVie Inc.
AME / AMETEK, Inc.
AVB / AvalonBay Communities, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MTB / M&T Bank Corporation
ICE / Intercontinental Exchange, Inc.
LAMR / Lamar Advertising Company
AEP / American Electric Power Company, Inc.
NTAP / NetApp, Inc.
VST / Vistra Corp.
CSX / CSX Corporation
ECL / Ecolab Inc.
FICO / Fair Isaac Corporation
ROK / Rockwell Automation, Inc.
VICI / VICI Properties Inc.
TDG / TransDigm Group Incorporated
IEX / IDEX Corporation
RJF / Raymond James Financial, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
EQIX / Equinix, Inc.
AMCR / Amcor plc
E / Eni S.p.A. - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
DHR / Danaher Corporation
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
DOV / Dover Corporation
PIN / Invesco India Exchange-Traded Fund Trust - Invesco India ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPY / SPDR S&P 500 ETF Put
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
MCK / McKesson Corporation
MCO / Moody's Corporation
PRU / Prudential Financial, Inc.
EW / Edwards Lifesciences Corporation
GLW / Corning Incorporated
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
SNA / Snap-on Incorporated
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
HES / Hess Corporation
OMC / Omnicom Group Inc.
RSG / Republic Services, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
SNAP / Snap Inc.
TEL / TE Connectivity plc
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EA / Electronic Arts Inc.
EFX / Equifax Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
FDS / FactSet Research Systems Inc.
TT / Trane Technologies plc
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
SBAC / SBA Communications Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
KSA / iShares Trust - iShares MSCI Saudi Arabia ETF
VZ / Verizon Communications Inc.
IAU / iShares Gold Trust
IEV / iShares Trust - iShares Europe ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CSGP / CoStar Group, Inc.
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
RF / Regions Financial Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
GD / General Dynamics Corporation
VTR / Ventas, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF Put
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF Put
SUI / Sun Communities, Inc.
ITW / Illinois Tool Works Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
FLEX / Flex Ltd.
HPQ / HP Inc.
FXY / Invesco CurrencyShares Japanese Yen Trust
AMD / Advanced Micro Devices, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LH / Labcorp Holdings Inc.
ISRG / Intuitive Surgical, Inc.
WCN / Waste Connections, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
CEG / Constellation Energy Corporation
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
FTNT / Fortinet, Inc.
WTW / Willis Towers Watson Public Limited Company
RS / Reliance, Inc.
SU / Suncor Energy Inc.
CTRA / Coterra Energy Inc.
JNPR / Juniper Networks, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
QQQ / Invesco QQQ Trust, Series 1
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1 Put
QCOM / QUALCOMM Incorporated
TFC / Truist Financial Corporation
VRTX / Vertex Pharmaceuticals Incorporated
PCAR / PACCAR Inc
SLF / Sun Life Financial Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
ODFL / Old Dominion Freight Line, Inc.
BBY / Best Buy Co., Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NVR / NVR, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BSBR / Banco Santander (Brasil) S.A. - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
TPR / Tapestry, Inc.
HD / The Home Depot, Inc.
AWK / American Water Works Company, Inc.
JCI / Johnson Controls International plc
ABT / Abbott Laboratories
MRVL / Marvell Technology, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
CP / Canadian Pacific Kansas City Limited
BG / Bunge Global SA
ULTA / Ulta Beauty, Inc.
FE / FirstEnergy Corp.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EXR / Extra Space Storage Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TROW / T. Rowe Price Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
TRI / Thomson Reuters Corporation
ACGL / Arch Capital Group Ltd.
BN / Brookfield Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
TGT / Target Corporation
FNF / Fidelity National Financial, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
HON / Honeywell International Inc.
RMD / ResMed Inc.
EMR / Emerson Electric Co.
GPC / Genuine Parts Company
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
BA / The Boeing Company
NUE / Nucor Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
F / Ford Motor Company
MCD / McDonald's Corporation
TTD / The Trade Desk, Inc.
RY / Royal Bank of Canada
PLD / Prologis, Inc.
KOS / Kosmos Energy Ltd.
OXY / Occidental Petroleum Corporation
STX / Seagate Technology Holdings plc
TJX / The TJX Companies, Inc.
ES / Eversource Energy
NKE_KZ / NIKE, Inc.
KKR / KKR & Co. Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CHKP / Check Point Software Technologies Ltd.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
KLAC / KLA Corporation
PSX / Phillips 66
NGG / National Grid plc - Depositary Receipt (Common Stock)
STT / State Street Corporation
MMC / Marsh & McLennan Companies, Inc.
GEV / GE Vernova Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MMM / 3M Company
AMGN / Amgen Inc.
WEC / WEC Energy Group, Inc.
CRM / Salesforce, Inc.
KO / The Coca-Cola Company
ADM / Archer-Daniels-Midland Company
CVS / CVS Health Corporation
CPAY / Corpay, Inc.
BX / Blackstone Inc.
CMI / Cummins Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PNC / The PNC Financial Services Group, Inc.
PBA / Pembina Pipeline Corporation
HCA / HCA Healthcare, Inc.
INTU / Intuit Inc.
0KAB / O'Reilly Automotive, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CF / CF Industries Holdings, Inc.
CI / The Cigna Group
MO / Altria Group, Inc.
CAT / Caterpillar Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BRK.B / Berkshire Hathaway Inc.
CHTR / Charter Communications, Inc.
MKL / Markel Group Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
UBER / Uber Technologies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GS / The Goldman Sachs Group, Inc.
BK / The Bank of New York Mellon Corporation
DOW / Dow Inc.
LMT / Lockheed Martin Corporation
HUBB / Hubbell Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
DHI / D.R. Horton, Inc.
IBM / International Business Machines Corporation
USB / U.S. Bancorp
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
XYL / Xylem Inc.
SLB / Schlumberger Limited
ADI / Analog Devices, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
DPZ / Domino's Pizza, Inc.
RACE / Ferrari N.V.
BLZE / Backblaze, Inc.
HUM / Humana Inc.
PM / Philip Morris International Inc.
PFE / Pfizer Inc.
PG / The Procter & Gamble Company
ADP / Automatic Data Processing, Inc.
V / Visa Inc.
CTVA / Corteva, Inc.
BKNG / Booking Holdings Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SRE / Sempra
PSA / Public Storage
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ALC / Alcon Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
DIA / SPDR Dow Jones Industrial Average ETF Trust
KR / The Kroger Co.
ENB / Enbridge Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
GWW / W.W. Grainger, Inc.
MBB / iShares Trust - iShares MBS ETF
WMT / Walmart Inc.
AJG / Arthur J. Gallagher & Co.
GILD / Gilead Sciences, Inc.
NOC / Northrop Grumman Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
WELL / Welltower Inc.
INVH / Invitation Homes Inc.
LOW / Lowe's Companies, Inc.
TRV / The Travelers Companies, Inc.
APO / Apollo Global Management, Inc.
AVGO / Broadcom Inc.
EOG / EOG Resources, Inc.
WY / Weyerhaeuser Company
CVX / Chevron Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
OTIS / Otis Worldwide Corporation
RL / Ralph Lauren Corporation
IRM / Iron Mountain Incorporated
AMP / Ameriprise Financial, Inc.
VRSK / Verisk Analytics, Inc.
SBUX / Starbucks Corporation
EWY / iShares, Inc. - iShares MSCI South Korea ETF
CINF / Cincinnati Financial Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EG / Everest Group, Ltd.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TD / The Toronto-Dominion Bank
OKE / ONEOK, Inc.
ROP / Roper Technologies, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
INDA / iShares Trust - iShares MSCI India ETF
TRGP / Targa Resources Corp.
URI / United Rentals, Inc.
KDP / Keurig Dr Pepper Inc.
VMC / Vulcan Materials Company
CNQ / Canadian Natural Resources Limited
MUB / iShares Trust - iShares National Muni Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
STZ / Constellation Brands, Inc.
BLK / BlackRock, Inc.
PANW / Palo Alto Networks, Inc.
UPS / United Parcel Service, Inc.
GM / General Motors Company
BSX / Boston Scientific Corporation
HLT / Hilton Worldwide Holdings Inc.
ACN / Accenture plc
MPC / Marathon Petroleum Corporation
BKR / Baker Hughes Company
HLN / Haleon plc - Depositary Receipt (Common Stock)