Market Value898,272,000
Total Holdings478
File Date2022-08-01
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VRSK / Verisk Analytics, Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
FMC / FMC Corporation
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
CFG / Citizens Financial Group, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MPW / Medical Properties Trust, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CP / Canadian Pacific Kansas City Limited
AEO / American Eagle Outfitters, Inc.
TFC / Truist Financial Corporation
PBCT / People`s United Financial Inc
EL / The Estée Lauder Companies Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
BAM / Brookfield Asset Management Ltd.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
RTM / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Materials ETF
489 / Western New England Bancorp, Inc.
ABMD / Abiomed Inc.
INTC / Intel Corporation
NTR / Nutrien Ltd.
OGE / OGE Energy Corp.
WBA / Walgreens Boots Alliance, Inc.
C.WSA / Citigroup, Inc.
PPL / PPL Corporation
LUMN / Lumen Technologies, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NLY / Annaly Capital Management, Inc.
MMP / Magellan Midstream Partners L.P.
JPM / JPMorgan Chase & Co.
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
AXP / American Express Company
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
PYPL / PayPal Holdings, Inc.
BMO / Bank of Montreal
CSCO / Cisco Systems, Inc.
KHC / The Kraft Heinz Company
ECL / Ecolab Inc.
WMT / Walmart Inc.
SHOP / Shopify Inc.
TSLA / Tesla, Inc.
KO / The Coca-Cola Company
BRK.A / Berkshire Hathaway Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ALL / The Allstate Corporation
AWK / American Water Works Company, Inc.
V / Visa Inc.
GWW / W.W. Grainger, Inc.
CCI / Crown Castle Inc.
BKNG / Booking Holdings Inc.
LLY / Eli Lilly and Company
PBT / Permian Basin Royalty Trust
CSX / CSX Corporation
D / Dominion Energy, Inc.
CVX / Chevron Corporation
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IXN / iShares Trust - iShares Global Tech ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
COST / Costco Wholesale Corporation
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DTE / DTE Energy Company
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
GNL / Global Net Lease, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
IPG / The Interpublic Group of Companies, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MSI / Motorola Solutions, Inc.
AMP / Ameriprise Financial, Inc.
AMGN / Amgen Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MS / Morgan Stanley
LHX / L3Harris Technologies, Inc.
MA / Mastercard Incorporated
VFH / Vanguard World Fund - Vanguard Financials ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
QUBT / Quantum Computing Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IRM / Iron Mountain Incorporated
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TGT / Target Corporation
ARCC / Ares Capital Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PHYS / Sprott Physical Gold Trust
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SYY / Sysco Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ETN / Eaton Corporation plc
IWB / iShares Trust - iShares Russell 1000 ETF
UNH / UnitedHealth Group Incorporated
ISRG / Intuitive Surgical, Inc.
WM / Waste Management, Inc.
CGUS / Capital Group Core Equity ETF
STWD / Starwood Property Trust, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FNV / Franco-Nevada Corporation
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
AIN / Albany International Corp.
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SYK / Stryker Corporation
ICCC / ImmuCell Corporation
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
AGFY / RYTHM, Inc.
VTRS / Viatris Inc.
NEE / NextEra Energy, Inc.
HPQ / HP Inc.
O / Realty Income Corporation
WU / The Western Union Company
CLX / The Clorox Company
DIS / The Walt Disney Company
LNG / Cheniere Energy, Inc.
HON / Honeywell International Inc.
PEG / Public Service Enterprise Group Incorporated
SMMD / iShares Trust - iShares Russell 2500 ETF
PG / The Procter & Gamble Company
CMI / Cummins Inc.
MMM / 3M Company
CME / CME Group Inc.
STX / Seagate Technology Holdings plc
GM / General Motors Company
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
DHR / Danaher Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ALB / Albemarle Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
CF / CF Industries Holdings, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
UMPQ / Umpqua Holdings Corp
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
0L9E / Stanley Black & Decker, Inc.
LITE / Lumentum Holdings Inc.
DOCU / DocuSign, Inc.
APH / Amphenol Corporation
CCJ / Cameco Corporation
MSFT / Microsoft Corporation
ORCL / Oracle Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
FANG / Diamondback Energy, Inc.
AVGO / Broadcom Inc.
NEM / Newmont Corporation
NFLX / Netflix, Inc.
LBRDA / Liberty Broadband Corporation
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
AAPL / Apple Inc.
CBOE / Cboe Global Markets, Inc.
DINO / HF Sinclair Corporation
LBRDK / Liberty Broadband Corporation
BKEP / Blueknight Energy Partners LP - Unit
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
NEE.PRP / NextEra Energy, Inc.
CERN / Cerner Corp.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
TIP / iShares Trust - iShares TIPS Bond ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
PKI / Revvity Inc.
STAR / iStar Inc
SGDJ / Sprott Funds Trust - Sprott Junior Gold Miners ETF
AFRM / Affirm Holdings, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VKI / Invesco Advantage Municipal Income Trust II
MPV / Barings Participation Investors
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
RSX / VanEck ETF Trust - VanEck Russia ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
/ ViacomCBS Inc
SQ / Block, Inc.
TGP / Teekay LNG Partners LP - Unit
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
CHWY / Chewy, Inc.
BNS / The Bank of Nova Scotia
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
ELS / Equity LifeStyle Properties, Inc.
NVDA / NVIDIA Corporation
ADBE / Adobe Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
EOG / EOG Resources, Inc.
AWR / American States Water Company
NVCR / NovoCure Limited
DIA / SPDR Dow Jones Industrial Average ETF Trust
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FL / Foot Locker, Inc.
WBD / Warner Bros. Discovery, Inc.
MCHP / Microchip Technology Incorporated
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
FTV / Fortive Corporation
BAC / Bank of America Corporation
LAND / Gladstone Land Corporation
SBUX / Starbucks Corporation
C / Citigroup Inc. - Corporate Bond/Note
XOM / Exxon Mobil Corporation
EW / Edwards Lifesciences Corporation
EQT / EQT Corporation
CRM / Salesforce, Inc.
PRU / Prudential Financial, Inc.
OSK / Oshkosh Corporation
HRB / H&R Block, Inc.
APO / Apollo Global Management, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
EA / Electronic Arts Inc.
COPX / Global X Funds - Global X Copper Miners ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
OCSL / Oaktree Specialty Lending Corporation
TROW / T. Rowe Price Group, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
KRP / Kimbell Royalty Partners, LP - Limited Partnership
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
FREQ / Frequency Therapeutics Inc
LH / Labcorp Holdings Inc.
BG / Bunge Global SA
TRP / TC Energy Corporation
FTAI / FTAI Aviation Ltd.
UNM / Unum Group
SCCO / Southern Copper Corporation
NAVI / Navient Corporation
BLFY / Blue Foundry Bancorp
DAL / Delta Air Lines, Inc.
SHW / The Sherwin-Williams Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
KMX / CarMax, Inc.
L / Loews Corporation
BRK.B / Berkshire Hathaway Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
BFB / Brown-Forman Corp. - Class B
APTV / Aptiv PLC
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TEAM / Atlassian Corporation
JPM / JPMorgan Chase & Co.
GNTX / Gentex Corporation
MOS / The Mosaic Company
IDV / iShares Trust - iShares International Select Dividend ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DEA / Easterly Government Properties, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
CTRA / Coterra Energy Inc.
CACI / CACI International Inc
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
BXMT / Blackstone Mortgage Trust, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
RJF / Raymond James Financial, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
NMFC / New Mountain Finance Corporation
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
CPB / The Campbell's Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UPS / United Parcel Service, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ANEW / ProShares Trust - ProShares MSCI Transformational Changes ETF
MTB / M&T Bank Corporation
CODI / Compass Diversified
IYW / iShares Trust - iShares U.S. Technology ETF
ORLY / O'Reilly Automotive, Inc.
WASH / Washington Trust Bancorp, Inc.
MGM / MGM Resorts International
USB / U.S. Bancorp
MDT / Medtronic plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PXD / Pioneer Natural Resources Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
NYCB / Flagstar Financial, Inc.
SLG / SL Green Realty Corp.
MET / MetLife, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
RTX / RTX Corporation
CI / The Cigna Group
CNI / Canadian National Railway Company
GIS / General Mills, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ENB / Enbridge Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NNN / NNN REIT, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DOV / Dover Corporation
HUM / Humana Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
AMBP / Ardagh Metal Packaging S.A.
MAS / Masco Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
CNQ / Canadian Natural Resources Limited
PGR / The Progressive Corporation
GD / General Dynamics Corporation
JNJ / Johnson & Johnson
ICE / Intercontinental Exchange, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GE / General Electric Company
ACN / Accenture plc
DD / DuPont de Nemours, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
HSY / The Hershey Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
CNH / CNH Industrial N.V.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WFC / Wells Fargo & Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
FAST / Fastenal Company
TJX / The TJX Companies, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
PNNT / PennantPark Investment Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
PSA / Public Storage
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SBR / Sabine Royalty Trust
BK / The Bank of New York Mellon Corporation
CB / Chubb Limited
NSC / Norfolk Southern Corporation
AZO / AutoZone, Inc.
CGGR / Capital Group Growth ETF
ET / Energy Transfer LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
CAT / Caterpillar Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
INTU / Intuit Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ADP / Automatic Data Processing, Inc.
FNF / Fidelity National Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
CWENA / Clearway Energy Inc - Class A
PFE / Pfizer Inc.
GILD / Gilead Sciences, Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
APD / Air Products and Chemicals, Inc.
LMT / Lockheed Martin Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CTVA / Corteva, Inc.
VZ / Verizon Communications Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
LRCX / Lam Research Corporation
HTGC / Hercules Capital, Inc.
HAL / Halliburton Company
LAMR / Lamar Advertising Company
GLW / Corning Incorporated
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MKC / McCormick & Company, Incorporated
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
WBS / Webster Financial Corporation
AIG / American International Group, Inc.
MAR / Marriott International, Inc.
TD / The Toronto-Dominion Bank
SPY / SPDR S&P 500 ETF
ZBH / Zimmer Biomet Holdings, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SLV / iShares Silver Trust
XT / iShares Trust - iShares Exponential Technologies ETF
LIN / Linde plc
IWD / iShares Trust - iShares Russell 1000 Value ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GTY / Getty Realty Corp.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FDX / FedEx Corporation
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
T / AT&T Inc.
IBM / International Business Machines Corporation
SLB / Schlumberger Limited
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JCI / Johnson Controls International plc
ZTS / Zoetis Inc.
COP / ConocoPhillips
SBRA / Sabra Health Care REIT, Inc.
SCHW / The Charles Schwab Corporation
FI / Fiserv, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MSB / Mesabi Trust
WPM / Wheaton Precious Metals Corp.
MCK / McKesson Corporation
PPG / PPG Industries, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
BA / The Boeing Company
KEY / KeyCorp
IAU / iShares Gold Trust
EMR / Emerson Electric Co.
AMD / Advanced Micro Devices, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GS / The Goldman Sachs Group, Inc.
AMZN / Amazon.com, Inc.
SO / The Southern Company
IBB / iShares Trust - iShares Biotechnology ETF
ED / Consolidated Edison, Inc.
BDX / Becton, Dickinson and Company
GOOGL / Alphabet Inc.
PNC / The PNC Financial Services Group, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
TRV / The Travelers Companies, Inc.
BMY / Bristol-Myers Squibb Company
MPC / Marathon Petroleum Corporation
DUK / Duke Energy Corporation
SBLK / Star Bulk Carriers Corp.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
QQQ / Invesco QQQ Trust, Series 1
ECC / Eagle Point Credit Company Inc.
VLO / Valero Energy Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
GLD / SPDR Gold Trust
EFA / iShares Trust - iShares MSCI EAFE ETF
UNP / Union Pacific Corporation
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
DOW / Dow Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
KKR / KKR & Co. Inc.
DGX / Quest Diagnostics Incorporated
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
PEP / PepsiCo, Inc.
ABBV / AbbVie Inc.
VRTX / Vertex Pharmaceuticals Incorporated
MDLZ / Mondelez International, Inc.
MO / Altria Group, Inc.
CGDV / Capital Group Dividend Value ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
GOOG / Alphabet Inc.
NOC / Northrop Grumman Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
META / Meta Platforms, Inc.
ADM / Archer-Daniels-Midland Company
TMO / Thermo Fisher Scientific Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KMI / Kinder Morgan, Inc.
DVN / Devon Energy Corporation
DFS / Discover Financial Services
OKE / ONEOK, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
STZ / Constellation Brands, Inc.
ADI / Analog Devices, Inc.
BX / Blackstone Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
EXC / Exelon Corporation
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
ABT / Abbott Laboratories
ROP / Roper Technologies, Inc.
BAR / GraniteShares Gold Trust
BGS / B&G Foods, Inc.
TPL / Texas Pacific Land Corporation
IDXX / IDEXX Laboratories, Inc.
SON / Sonoco Products Company
QCOM / QUALCOMM Incorporated
DVY / iShares Trust - iShares Select Dividend ETF
TEL / TE Connectivity plc
ELV / Elevance Health, Inc.
OTIS / Otis Worldwide Corporation
PM / Philip Morris International Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ITW / Illinois Tool Works Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
LOW / Lowe's Companies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DE / Deere & Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
CARR / Carrier Global Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FUND / Sprott Focus Trust, Inc.
AMAT / Applied Materials, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
STT / State Street Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
RBBN / Ribbon Communications Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
KMB / Kimberly-Clark Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
AMT / American Tower Corporation
MMC / Marsh & McLennan Companies, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
AON / Aon plc
NKE / NIKE, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AEP / American Electric Power Company, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CMCSA / Comcast Corporation
MRK / Merck & Co., Inc.
TT / Trane Technologies plc
COIN / Coinbase Global, Inc.
WMB / The Williams Companies, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
F / Ford Motor Company
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
JBLU / JetBlue Airways Corporation
MCD / McDonald's Corporation
EBC / Eastern Bankshares, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
COMP / Compass, Inc.
PSX / Phillips 66
CVS / CVS Health Corporation
ADSK / Autodesk, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
FCX / Freeport-McMoRan Inc.
ES / Eversource Energy
YUM / Yum! Brands, Inc.
PAYX / Paychex, Inc.