WAL / Western Alliance Bancorporation
|
|
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IYJ / iShares Trust - iShares U.S. Industrials ETF
|
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|
SNV / Synovus Financial Corp.
|
|
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DOW / Dow Inc.
|
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US7846351044 / SPX Corp
|
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XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
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PH / Parker-Hannifin Corporation
|
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EA / Electronic Arts Inc.
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|
VMW / Vmware Inc. - Class A
|
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QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
|
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NUE / Nucor Corporation
|
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LKQ / LKQ Corporation
|
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VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
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EL / The Estée Lauder Companies Inc.
|
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SWK / Stanley Black & Decker, Inc.
|
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VSEAX / JPMorgan Trust I. - JPMorgan Small Cap Equity Fund Class A
|
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|
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
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AVGO / Broadcom Inc.
|
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LSI / Life Storage Inc - Registered Shares
|
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VPCCX / Vanguard Fenway Funds - Vanguard PRIMECAP Core Fund Investor
|
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DE / Deere & Company
|
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MCD / McDonald's Corporation
|
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COF / Capital One Financial Corporation
|
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AMP / Ameriprise Financial, Inc.
|
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BRK.A / Berkshire Hathaway Inc.
|
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DD / DuPont de Nemours, Inc.
|
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INTC / Intel Corporation
|
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MPC / Marathon Petroleum Corporation
|
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IBM / International Business Machines Corporation
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CDNS / Cadence Design Systems, Inc.
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PM / Philip Morris International Inc.
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USB / U.S. Bancorp
|
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CVX / Chevron Corporation
|
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CTRA / Coterra Energy Inc.
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GILD / Gilead Sciences, Inc.
|
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CE / Celanese Corporation
|
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TEL / TE Connectivity plc
|
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AME / AMETEK, Inc.
|
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MCO / Moody's Corporation
|
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DPZ / Domino's Pizza, Inc.
|
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PPG / PPG Industries, Inc.
|
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GD / General Dynamics Corporation
|
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TSN / Tyson Foods, Inc.
|
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BK / The Bank of New York Mellon Corporation
|
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CASY / Casey's General Stores, Inc.
|
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ISRG / Intuitive Surgical, Inc.
|
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COP / ConocoPhillips
|
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MDT / Medtronic plc
|
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IR / Ingersoll Rand Inc.
|
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CME / CME Group Inc.
|
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TRMB / Trimble Inc.
|
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POGRX / Primecap Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
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SHW / The Sherwin-Williams Company
|
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TRV / The Travelers Companies, Inc.
|
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MAS / Masco Corporation
|
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CMCSA / Comcast Corporation
|
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SPY / SPDR S&P 500 ETF
|
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AMAT / Applied Materials, Inc.
|
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BMY / Bristol-Myers Squibb Company
|
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MS / Morgan Stanley
|
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IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
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PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
|
|
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|
NKE / NIKE, Inc.
|
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FTV / Fortive Corporation
|
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APD / Air Products and Chemicals, Inc.
|
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D / Dominion Energy, Inc.
|
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SHOP / Shopify Inc.
|
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PSA / Public Storage
|
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|
VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
|
|
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|
RTX / RTX Corporation
|
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|
|
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
|
|
|
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|
CSX / CSX Corporation
|
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DFS / Discover Financial Services
|
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|
LMT / Lockheed Martin Corporation
|
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|
PBCO / PBCO Financial Corporation
|
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|
COO / The Cooper Companies, Inc.
|
|
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UNP / Union Pacific Corporation
|
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|
UMPQ / Umpqua Holdings Corp
|
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DG / Dollar General Corporation
|
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|
SBUX / Starbucks Corporation
|
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JPM / JPMorgan Chase & Co.
|
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HSY / The Hershey Company
|
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EXR / Extra Space Storage Inc.
|
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HUBB / Hubbell Incorporated
|
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|
HPQ / HP Inc.
|
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|
LLY / Eli Lilly and Company
|
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|
WMG / Warner Music Group Corp.
|
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|
BAFWX / Brown Advisory Funds - Brown Advisory Sustainability Growth Fund Institutional
|
|
|
|
|
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|
META / Meta Platforms, Inc.
|
|
|
|
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|
FAST / Fastenal Company
|
|
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|
AXP / American Express Company
|
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|
BAX / Baxter International Inc.
|
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|
ROL / Rollins, Inc.
|
|
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|
|
PEG / Public Service Enterprise Group Incorporated
|
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|
|
IYH / iShares Trust - iShares U.S. Healthcare ETF
|
|
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|
HLF / Herbalife Ltd.
|
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|
CCMP / CMC Materials Inc
|
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|
|
VZ / Verizon Communications Inc.
|
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|
|
ALL / The Allstate Corporation
|
|
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|
701769101 / Parnassus Core Equity Institutional (Inactive)
|
|
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|
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|
IAT / iShares Trust - iShares U.S. Regional Banks ETF
|
|
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|
OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
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|
|
WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
THMG / Thunder Mountain Gold, Inc.
|
|
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|
|
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
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XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
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|
|
|
IYF / iShares Trust - iShares U.S. Financials ETF
|
|
|
|
|
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|
|
EFX / Equifax Inc.
|
|
|
|
|
|
|
|
VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
|
|
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|
|
EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
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|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
DFREX / Dfa Investment Dimensions Group Inc - DFA Real Estate Securities Portfolio
|
|
|
|
|
|
|
|
V / Visa Inc.
|
|
|
|
|
|
|
|
HUM / Humana Inc.
|
|
|
|
|
|
|
|
A / Agilent Technologies, Inc.
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
DGX / Quest Diagnostics Incorporated
|
|
|
|
|
|
|
|
WCN / Waste Connections, Inc.
|
|
|
|
|
|
|
|
210371100 / Constellation Energy Group Inc
|
|
|
|
|
|
|
|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
CI / The Cigna Group
|
|
|
|
|
|
|
|
SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
BX / Blackstone Inc.
|
|
|
|
|
|
|
|
FNIAX / Fidelity Contrafund - Fidelity Advisor New Insights Class A
|
|
|
|
|
|
|
|
MNST / Monster Beverage Corporation
|
|
|
|
|
|
|
|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
TY / Tri-Continental Corporation
|
|
|
|
|
|
|
|
WWD / Woodward, Inc.
|
|
|
|
|
|
|
|
DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
|
|
|
|
|
QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
WAT / Waters Corporation
|
|
|
|
|
|
|
|
DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
CAH / Cardinal Health, Inc.
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
|
|
|
|
|
PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
MET / MetLife, Inc.
|
|
|
|
|
|
|
|
LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
CMS / CMS Energy Corporation
|
|
|
|
|
|
|
|
CBTC / XTRA Bitcoin Inc.
|
|
|
|
|
|
|
|
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
ALB / Albemarle Corporation
|
|
|
|
|
|
|
|
SYK / Stryker Corporation
|
|
|
|
|
|
|
|
CHTR / Charter Communications, Inc.
|
|
|
|
|
|
|
|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
KR / The Kroger Co.
|
|
|
|
|
|
|
|
NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
AVY / Avery Dennison Corporation
|
|
|
|
|
|
|
|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
STT / State Street Corporation
|
|
|
|
|
|
|
|
IDA / IDACORP, Inc.
|
|
|
|
|
|
|
|
AJG / Arthur J. Gallagher & Co.
|
|
|
|
|
|
|
|
PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
EWBC / East West Bancorp, Inc.
|
|
|
|
|
|
|
|
AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
HII / Huntington Ingalls Industries, Inc.
|
|
|
|
|
|
|
|
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
CBT / Cabot Corporation
|
|
|
|
|
|
|
|
ESS / Essex Property Trust, Inc.
|
|
|
|
|
|
|
|
SIRI / Sirius XM Holdings Inc.
|
|
|
|
|
|
|
|
KLAC / KLA Corporation
|
|
|
|
|
|
|
|
US2332034139 / DFA US Core Equity 1 Portfolio
|
|
|
|
|
|
|
|
C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
|
|
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
|
|
|
|
|
|
|
|
NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
DVA / DaVita Inc.
|
|
|
|
|
|
|
|
Ascend Communications
/ (043491109) |
|
|
|
|
|
|
|
DAN / Dana Incorporated
|
|
|
|
|
|
|
|
Market Vectors Agribusiness ET
/ (57060U605) |
|
|
|
|
|
|
|
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
|
|
IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
American Funds Fundamental Inv
/ (360802102) |
|
|
|
|
|
|
|
BlackRock Health Sciences Opps
/ (091937540) |
|
|
|
|
|
|
|
Calvert Global Energy Solution
/ (13161P813) |
|
|
|
|
|
|
|
DFA Tax-Managed US Marketwide
/ (25434D831) |
|
|
|
|
|
|
|
Matisse Discounted Cl-End Fd S
/ (85520V434) |
|
|
|
|
|
|
|
Morgan Stanley Equally Weighte
/ (616957106) |
|
|
|
|
|
|
|
SEI Instl Mgd S&P 500 Index A
/ (783925316) |
|
|
|
|
|
|
|
Schwab Balanced Pool
/ (808516306) |
|
|
|
|
|
|
|
Schwab Charitable Total Market
/ (808516702) |
|
|
|
|
|
|
|
Schwab Total Stock Market Inde
/ (808509756) |
|
|
|
|
|
|
|
Scudder Growth & Income Fund
/ (23338J855) |
|
|
|
|
|
|
|
Touchstone Sands Capital Selec
/ (89155T524) |
|
|
|
|
|
|
|
Vanguard LifeStrategy Growth
/ (912909503) |
|
|
|
|
|
|
|
Vanguard LifeStrategy Moderate
/ (921909404) |
|
|
|
|
|
|
|
HIH /
|
|
|
|
|
|
|
|
Crown Woods Real Estate Dev LP
/ (9983171S0) |
|
|
|
|
|
|
|
RBLX / Roblox Corporation
|
|
|
|
|
|
|
|
PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
WAFD / WaFd, Inc
|
|
|
|
|
|
|
|
JEF / Jefferies Financial Group Inc.
|
|
|
|
|
|
|
|
OSK / Oshkosh Corporation
|
|
|
|
|
|
|
|
ADBE / Adobe Inc.
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VTRS / Viatris Inc.
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BRBW / Brunswick Bancorp
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LEG / Leggett & Platt, Incorporated
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ABBV / AbbVie Inc.
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ALGN / Align Technology, Inc.
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AMZN / Amazon.com, Inc.
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NUAN / Nuance Communications Inc
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BIIB / Biogen Inc.
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BA / The Boeing Company
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MMM / 3M Company
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PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
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IWF / iShares Trust - iShares Russell 1000 Growth ETF
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GGG / Graco Inc.
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ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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ETR / Entergy Corporation
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DHR / Danaher Corporation
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VGT / Vanguard World Fund - Vanguard Information Technology ETF
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DELL / Dell Technologies Inc.
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CAT / Caterpillar Inc.
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IYT / iShares Trust - iShares U.S. Transportation ETF
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TGT / Target Corporation
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LHX / L3Harris Technologies, Inc.
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UGI / UGI Corporation
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C / Citigroup Inc. - Corporate Bond/Note
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BAC / Bank of America Corporation
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ACN / Accenture plc
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MKC / McCormick & Company, Incorporated
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ITW / Illinois Tool Works Inc.
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CRM / Salesforce, Inc.
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SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
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GOOG / Alphabet Inc.
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BBY / Best Buy Co., Inc.
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T / AT&T Inc.
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ICE / Intercontinental Exchange, Inc.
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ECL / Ecolab Inc.
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FTNT / Fortinet, Inc.
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JNJ / Johnson & Johnson
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PLD / Prologis, Inc.
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DFQTX / Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 2 Portfolio
|
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FBIN / Fortune Brands Innovations, Inc.
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SBKO / Summit Bank Group, Inc.
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PANW / Palo Alto Networks, Inc.
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PSX / Phillips 66
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ABT / Abbott Laboratories
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GOOGL / Alphabet Inc.
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EXC / Exelon Corporation
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INTU / Intuit Inc.
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ZTS / Zoetis Inc.
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MRK / Merck & Co., Inc.
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INGR / Ingredion Incorporated
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KMB / Kimberly-Clark Corporation
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HD / The Home Depot, Inc.
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LESL / Leslie's, Inc.
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ADM / Archer-Daniels-Midland Company
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ICF / iShares Trust - iShares Select U.S. REIT ETF
|
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VAC / Marriott Vacations Worldwide Corporation
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TTD / The Trade Desk, Inc.
|
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POR / Portland General Electric Company
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FHN / First Horizon Corporation
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WFC / Wells Fargo & Company
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FI / Fiserv, Inc.
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ADP / Automatic Data Processing, Inc.
|
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JCI / Johnson Controls International plc
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WTRG / Essential Utilities, Inc.
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VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
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HOG / Harley-Davidson, Inc.
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BXP / Boston Properties, Inc.
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ADSK / Autodesk, Inc.
|
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RPM / RPM International Inc.
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TMO / Thermo Fisher Scientific Inc.
|
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BEN / Franklin Resources, Inc.
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XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
|
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FMC / FMC Corporation
|
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COLB / Columbia Banking System, Inc.
|
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BRO / Brown & Brown, Inc.
|
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MAR / Marriott International, Inc.
|
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GE / General Electric Company
|
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WMT / Walmart Inc.
|
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VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
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XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
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TFC / Truist Financial Corporation
|
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DVY / iShares Trust - iShares Select Dividend ETF
|
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IYK / iShares Trust - iShares U.S. Consumer Staples ETF
|
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DIS / The Walt Disney Company
|
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VOYA / Voya Financial, Inc.
|
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ED / Consolidated Edison, Inc.
|
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|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
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|
KMI / Kinder Morgan, Inc.
|
|
|
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|
|
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
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|
ETN / Eaton Corporation plc
|
|
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|
AN / AutoNation, Inc.
|
|
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|
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|
|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
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|
|
EW / Edwards Lifesciences Corporation
|
|
|
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|
PEP / PepsiCo, Inc.
|
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|
|
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
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|
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
|
|
|
|
|
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|
AMT / American Tower Corporation
|
|
|
|
|
|
|
|
JENSX / Jensen Quality Growth Fund Inc (The) - Jensen Quality Growth Fund Class J
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
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|
|
BDX / Becton, Dickinson and Company
|
|
|
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|
CTVA / Corteva, Inc.
|
|
|
|
|
|
|
|
IYG / iShares Trust - iShares U.S. Financial Services ETF
|
|
|
|
|
|
|
|
AEE / Ameren Corporation
|
|
|
|
|
|
|
|
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
FDX / FedEx Corporation
|
|
|
|
|
|
|
|
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
|
|
KEYS / Keysight Technologies, Inc.
|
|
|
|
|
|
|
|
QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
CF / CF Industries Holdings, Inc.
|
|
|
|
|
|
|
|
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
GLW / Corning Incorporated
|
|
|
|
|
|
|
|
TDG / TransDigm Group Incorporated
|
|
|
|
|
|
|
|
BRKR / Bruker Corporation
|
|
|
|
|
|
|
|
CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
OTIS / Otis Worldwide Corporation
|
|
|
|
|
|
|
|
VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
TSLA / Tesla, Inc.
|
|
|
|
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