Market Value221,448,956
Total Holdings447
File Date2024-01-23
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
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Current
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OEF / iShares Trust - iShares S&P 100 ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
TXG / 10x Genomics, Inc.
CDW / CDW Corporation
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WPM / Wheaton Precious Metals Corp.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
NFLX / Netflix, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
AMG / Affiliated Managers Group, Inc.
COF / Capital One Financial Corporation
STT / State Street Corporation
PIPR / Piper Sandler Companies
PSA / Public Storage
ATVI / Activision Blizzard Inc
FT / Franklin Universal Trust
John Hancock Alter Asset Allocation / Com (47804A122)
LICY / Li-Cycle Holdings Corp.
CYVF / Crystal Valley Financial Corporation
D / Dominion Energy, Inc.
ULTA / Ulta Beauty, Inc.
EVRG / Evergy, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ETR / Entergy Corporation
LH / Labcorp Holdings Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
ALB / Albemarle Corporation
BBY / Best Buy Co., Inc.
TPR / Tapestry, Inc.
ABB / ABB Ltd. - ADR
VRTV / Veritiv Corp
CNSL / Consolidated Communications Holdings, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
MNP / Western Asset Municipal Partners Fund Inc
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
NWBI / Northwest Bancshares, Inc.
VZ / Verizon Communications Inc.
DXC / DXC Technology Company
DECK / Deckers Outdoor Corporation
MDLZ / Mondelez International, Inc.
AXP / American Express Company
VYNE / VYNE Therapeutics Inc.
GLD / SPDR Gold Trust
NVS / Novartis AG - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
SPGI / S&P Global Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
WBA / Walgreens Boots Alliance, Inc.
RYN / Rayonier Inc.
EXE / Expand Energy Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SNA / Snap-on Incorporated
ABBV / AbbVie Inc.
MVF / BlackRock MuniVest Fund, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FRME / First Merchants Corporation
KIDS / OrthoPediatrics Corp.
PG / The Procter & Gamble Company
MRK / Merck & Co., Inc.
STRV / EA Series Trust - Strive 500 ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DHR / Danaher Corporation
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
LMT / Lockheed Martin Corporation
SJM / The J. M. Smucker Company
HDV / iShares Trust - iShares Core High Dividend ETF
EBAY / eBay Inc.
LLY / Eli Lilly and Company
STXG / EA Series Trust - Strive 1000 Growth ETF
ORCL / Oracle Corporation
SPWR / Complete Solaria, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
LAAC / Lithium Argentina AG
HA / Hawaiian Holdings, Inc.
HOG / Harley-Davidson, Inc.
STXV / EA Series Trust - Strive 1000 Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
INTC / Intel Corporation
AVGO / Broadcom Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SBUX / Starbucks Corporation
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NVIVQ / InVivo Therapeutics Holdings Corp.
BHF / Brighthouse Financial, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
AMZN / Amazon.com, Inc.
XEL / Xcel Energy Inc.
CLH / Clean Harbors, Inc.
SLVM / Sylvamo Corporation
COIN / Coinbase Global, Inc.
IMGN / ImmunoGen, Inc.
NVDA / NVIDIA Corporation
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
HXL / Hexcel Corporation
CVX / Chevron Corporation
COP / ConocoPhillips
BMY / Bristol-Myers Squibb Company
BEN / Franklin Resources, Inc.
TMO / Thermo Fisher Scientific Inc.
NUE / Nucor Corporation
PYPL / PayPal Holdings, Inc.
AMT / American Tower Corporation
MCD / McDonald's Corporation
MO / Altria Group, Inc.
QCOM / QUALCOMM Incorporated
ZTS / Zoetis Inc.
DAR / Darling Ingredients Inc.
V / Visa Inc.
COKE / Coca-Cola Consolidated, Inc.
UPS / United Parcel Service, Inc.
HPQ / HP Inc.
GIS / General Mills, Inc.
PFE / Pfizer Inc.
APD / Air Products and Chemicals, Inc.
CSX / CSX Corporation
NEE / NextEra Energy, Inc.
STZ / Constellation Brands, Inc.
DE / Deere & Company
CVS / CVS Health Corporation
ACN / Accenture plc
SYY / Sysco Corporation
OXY / Occidental Petroleum Corporation
SYK / Stryker Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
PCAR / PACCAR Inc
DKNG / DraftKings Inc.
ISRG / Intuitive Surgical, Inc.
DIS / The Walt Disney Company
MA / Mastercard Incorporated
MMM / 3M Company
QQQ / Invesco QQQ Trust, Series 1
CME / CME Group Inc.
BAC / Bank of America Corporation
DOW / Dow Inc.
VRTX / Vertex Pharmaceuticals Incorporated
MET / MetLife, Inc.
TROW / T. Rowe Price Group, Inc.
GWW / W.W. Grainger, Inc.
LIN / Linde plc
USB / U.S. Bancorp
AMGN / Amgen Inc.
CMCSA / Comcast Corporation
AMAT / Applied Materials, Inc.
CEG / Constellation Energy Corporation
AEP / American Electric Power Company, Inc.
HAL / Halliburton Company
GE / General Electric Company
TXN / Texas Instruments Incorporated
MS / Morgan Stanley
NKE / NIKE, Inc.
PANW / Palo Alto Networks, Inc.
PNC / The PNC Financial Services Group, Inc.
BIIB / Biogen Inc.
OTIS / Otis Worldwide Corporation
VLO / Valero Energy Corporation
DG / Dollar General Corporation
CARR / Carrier Global Corporation
ONB / Old National Bancorp
MCHP / Microchip Technology Incorporated
PWR / Quanta Services, Inc.
LHX / L3Harris Technologies, Inc.
SLB / Schlumberger Limited
SO / The Southern Company
CL / Colgate-Palmolive Company
BDX / Becton, Dickinson and Company
CI / The Cigna Group
NI / NiSource Inc.
YUM / Yum! Brands, Inc.
LII / Lennox International Inc.
SAM / The Boston Beer Company, Inc.
WM / Waste Management, Inc.
PSTG / Pure Storage, Inc.
CAH / Cardinal Health, Inc.
PAYX / Paychex, Inc.
MSVX / ETF Series Solutions - LHA Market State Alpha Seeker ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
KHC / The Kraft Heinz Company
TELL / Tellurian Inc.
QSR / Restaurant Brands International Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
ADI / Analog Devices, Inc.
META / Meta Platforms, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WY / Weyerhaeuser Company
DXCM / DexCom, Inc.
GOOG / Alphabet Inc.
TSLA / Tesla, Inc.
LAC / Lithium Americas Corp.
ADBE / Adobe Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ITW / Illinois Tool Works Inc.
DD / DuPont de Nemours, Inc.
NWL / Newell Brands Inc.
MAS / Masco Corporation
AFL / Aflac Incorporated
JPM / JPMorgan Chase & Co.
BAX / Baxter International Inc.
FITB / Fifth Third Bancorp
MSFT / Microsoft Corporation
T / AT&T Inc.
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
MFC / Manulife Financial Corporation
DBRG / DigitalBridge Group, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
CLX / The Clorox Company
DUK / Duke Energy Corporation
HPE / Hewlett Packard Enterprise Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IBM / International Business Machines Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
JCI / Johnson Controls International plc
ET / Energy Transfer LP - Limited Partnership
ABT / Abbott Laboratories
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
IEP / Icahn Enterprises L.P.
ADP / Automatic Data Processing, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ADM / Archer-Daniels-Midland Company
IP / International Paper Company
FCX / Freeport-McMoRan Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CTSH / Cognizant Technology Solutions Corporation
BRK.B / Berkshire Hathaway Inc.
HSY / The Hershey Company
AAPL / Apple Inc.
DLTR / Dollar Tree, Inc.
CHD / Church & Dwight Co., Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
WSM / Williams-Sonoma, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WMB / The Williams Companies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WHR / Whirlpool Corporation
PMO / Putnam Municipal Opportunities Trust
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BIPC / Brookfield Infrastructure Corporation
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF
STXK / EA Series Trust - Strive Small-Cap ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ANDE / The Andersons, Inc.
C.WSA / Citigroup, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PEP / PepsiCo, Inc.
UNH / UnitedHealth Group Incorporated
CNI / Canadian National Railway Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LOW / Lowe's Companies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SKX / Skechers U.S.A., Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
NEA / Nuveen AMT-Free Quality Municipal Income Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
RCI / Rogers Communications Inc.
MNKD / MannKind Corporation
CMG / Chipotle Mexican Grill, Inc.
ONL / Orion Properties Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ELV / Elevance Health, Inc.
GD / General Dynamics Corporation
EWZS / iShares Trust - iShares MSCI Brazil Small-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CCJ / Cameco Corporation
ECL / Ecolab Inc.
NAD / Nuveen Quality Municipal Income Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BYM / BlackRock Municipal Income Quality Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
VKI / Invesco Advantage Municipal Income Trust II
GEHC / GE HealthCare Technologies Inc.
TRV / The Travelers Companies, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MPC / Marathon Petroleum Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TU / TELUS Corporation
ALL / The Allstate Corporation
CAT / Caterpillar Inc.
GERN / Geron Corporation
DAC / Danaos Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
INTU / Intuit Inc.
HON / Honeywell International Inc.
RIVN / Rivian Automotive, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
KEY / KeyCorp
AMD / Advanced Micro Devices, Inc.
AFB / AllianceBernstein National Municipal Income Fund, Inc.
EW / Edwards Lifesciences Corporation
RTX / RTX Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PH / Parker-Hannifin Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IWC / iShares Trust - iShares Micro-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
GEL / Genesis Energy, L.P. - Limited Partnership
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
LUV / Southwest Airlines Co.
HBNC / Horizon Bancorp, Inc.
HD / The Home Depot, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
F / Ford Motor Company
ETN / Eaton Corporation plc
WMT / Walmart Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
BALL / Ball Corporation
MCHI / iShares Trust - iShares MSCI China ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FI / Fiserv, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MSI / Motorola Solutions, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FELE / Franklin Electric Co., Inc.
BEPC / Brookfield Renewable Corporation
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TIP / iShares Trust - iShares TIPS Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
EQR / Equity Residential
EWJ / iShares, Inc. - iShares MSCI Japan ETF
KD / Kyndryl Holdings, Inc.
TJX / The TJX Companies, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EOG / EOG Resources, Inc.
GNK / Genco Shipping & Trading Limited
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MMU / Western Asset Managed Municipals Fund Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VIRX / Viracta Therapeutics, Inc.
EXC / Exelon Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VLTO / Veralto Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MDT / Medtronic plc
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IQV / IQVIA Holdings Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
NZF / Nuveen Municipal Credit Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SRCE / 1st Source Corporation
NKLA / Nikola Corporation
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NSC / Norfolk Southern Corporation
MRO / Marathon Oil Corporation
ORLY / O'Reilly Automotive, Inc.
SUI / Sun Communities, Inc.
INGR / Ingredion Incorporated
C / Citigroup Inc. - Corporate Bond/Note
GILD / Gilead Sciences, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ILF / iShares Trust - iShares Latin America 40 ETF
MRVL / Marvell Technology, Inc.
XOM / Exxon Mobil Corporation
SCHW / The Charles Schwab Corporation
TGT / Target Corporation
ICE / Intercontinental Exchange, Inc.
ENB / Enbridge Inc.
EMR / Emerson Electric Co.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BA / The Boeing Company
EL / The Estée Lauder Companies Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CB / Chubb Limited
CAG / Conagra Brands, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VGM / Invesco Trust for Investment Grade Municipals
EIM / Eaton Vance Municipal Bond Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPY / SPDR S&P 500 ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
DVY / iShares Trust - iShares Select Dividend ETF
PM / Philip Morris International Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
UNP / Union Pacific Corporation
BYND / Beyond Meat, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KSS / Kohl's Corporation
WEN / The Wendy's Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VTRS / Viatris Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
WLKP / Westlake Chemical Partners LP - Limited Partnership
LKFN / Lakeland Financial Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
THO / THOR Industries, Inc.
PCRX / Pacira BioSciences, Inc.
WFC / Wells Fargo & Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PLTR / Palantir Technologies Inc.
DRI / Darden Restaurants, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
KTF / DWS Municipal Income Trust
FDX / FedEx Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IAU / iShares Gold Trust
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
O / Realty Income Corporation
KO / The Coca-Cola Company
CSCO / Cisco Systems, Inc.
KMB / Kimberly-Clark Corporation
ZM / Zoom Communications Inc.
CRM / Salesforce, Inc.
GS / The Goldman Sachs Group, Inc.
JNJ / Johnson & Johnson
SNY / Sanofi - Depositary Receipt (Common Stock)