Market Value685,654,000
Total Holdings424
File Date2020-11-16
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)
EPD / Enterprise Products Partners L.P. - Limited Partnership
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CTR / ClearBridge MLP and Midstream Total Return Fund Inc.
FIVE / Five Below, Inc.
ANIP / ANI Pharmaceuticals, Inc.
GOOGL / Alphabet Inc.
V / Visa Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
APD / Air Products and Chemicals, Inc.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
CCS / Century Communities, Inc.
CEVA / CEVA, Inc.
CIEN / Ciena Corporation
EGRX / Eagle Pharmaceuticals, Inc.
EPAM / EPAM Systems, Inc.
PLUS / ePlus inc.
EVR / Evercore Inc.
CVX / Chevron Corporation
PFE / Pfizer Inc.
EG1 / Virtusa Corp
VRTV / Veritiv Corp
KNX / Knight-Swift Transportation Holdings Inc.
ABTX / Allegiance Bancshares Inc
BRKS / Brooks Automation, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
XMUSX / BlackRock MuniHoldings Quality
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
/ Cantel Medical Corp.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
US0268741560 / American International Group, Inc. Warrants
MRVL / Marvell Technology, Inc.
US0906721065 / BioTelemetry, Inc.
BLKB / Blackbaud, Inc.
IART / Integra LifeSciences Holdings Corporation
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
CONE / CyrusOne Inc
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
LGIH / LGI Homes, Inc.
MKTX / MarketAxess Holdings Inc.
MED / Medifast, Inc.
MEDP / Medpace Holdings, Inc.
MPWR / Monolithic Power Systems, Inc.
MCO / Moody's Corporation
NVEE / NV5 Global, Inc.
NUVA / Nuvasive Inc
OLLI / Ollie's Bargain Outlet Holdings, Inc.
PTC / PTC Inc.
57772K101 / Maxim Integrated Products Inc.
RH / RH
SUPN / Supernus Pharmaceuticals, Inc.
UBSI / United Bankshares, Inc.
VRNT / Verint Systems Inc.
SYNH / Syneos Health Inc - Class A
LHCG / LHC Group Inc
PNR / Pentair plc
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
ACP / Abrdn Income Credit Strategies Fund
PZZA / Papa John's International, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
FN / Fabrinet
HZNP / Horizon Therapeutics Plc
IDV / iShares Trust - iShares International Select Dividend ETF
IWV / iShares Trust - iShares Russell 3000 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
46434V571 / iShares iBonds Sep 2020 Term Muni Bond ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SDIV / Global X Funds - Global X SuperDividend ETF
US35952V3033 / FS KKR Capital Corp II
XOM / Exxon Mobil Corporation
AEP / American Electric Power Company, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
PIM / Putnam Master Intermediate Income Trust
US7153471005 / Perspecta Inc
VSH / Vishay Intertechnology, Inc.
XLNX / Xilinx, Inc.
BIIB / Biogen Inc.
WFC / Wells Fargo & Company
GLD / SPDR Gold Trust
KBWR / Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
BSCL / Invesco Capital Management LLC - Invesco BulletShares 2021 Corporate Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
K / Kellanova
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
PSX / Phillips 66
IVR / Invesco Mortgage Capital Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
US46429B1355 / iShares International Preferred Stock ETF
FEI / First Trust MLP and Energy Income Fund
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
US46138J5020 / Invesco BulletShares 2020 Corporate Bond ETF
/ Wyndham Destinations, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
BSJL / Invesco Capital Management LLC - Invesco BulletShares 2021 High Yield Corporate Bond ETF
FITB / Fifth Third Bancorp
VFH / Vanguard World Fund - Vanguard Financials ETF
SNV / Synovus Financial Corp.
LBRDA / Liberty Broadband Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
LOW / Lowe's Companies, Inc.
AAPL / Apple Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CCI / Crown Castle Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
YY / JOYY Inc. - Depositary Receipt (Common Stock)
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
ACN / Accenture plc
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
TBF / ProShares Trust - ProShares Short 20+ Year Treasury
GTX / Garrett Motion Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
ADP / Automatic Data Processing, Inc.
HSY / The Hershey Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
TGT / Target Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SYY / Sysco Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
KMI / Kinder Morgan, Inc.
KLAC / KLA Corporation
MMM / 3M Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SYK / Stryker Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MTG / MGIC Investment Corporation
PLNT / Planet Fitness, Inc.
NKE / NIKE, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
FXI / iShares Trust - iShares China Large-Cap ETF
ROK / Rockwell Automation, Inc.
CSX / CSX Corporation
OTIS / Otis Worldwide Corporation
MRNA / Moderna, Inc.
MPLX / MPLX LP - Limited Partnership
ARCC / Ares Capital Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
WMB / The Williams Companies, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DVN / Devon Energy Corporation
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
COR / Cencora, Inc.
WM / Waste Management, Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
PPG / PPG Industries, Inc.
WTER / The Alkaline Water Company Inc.
NKLA / Nikola Corporation
MTZ / MasTec, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ASB / Associated Banc-Corp
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
VPG / Vishay Precision Group, Inc.
AUY / Yamana Gold Inc.
FL / Foot Locker, Inc.
CWH / Camping World Holdings, Inc.
PARA / Paramount Global
ENB / Enbridge Inc.
STN / Stantec Inc.
XRT / SPDR Series Trust - SPDR S&P Retail ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FPI / Farmland Partners Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
NUV / Nuveen Municipal Value Fund, Inc.
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
PNC / The PNC Financial Services Group, Inc.
SPGI / S&P Global Inc.
LUV / Southwest Airlines Co.
ADBE / Adobe Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ULSGF / UBS AG
IBM / International Business Machines Corporation
BAX / Baxter International Inc.
URI / United Rentals, Inc.
MET / MetLife, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
AVNS / Avanos Medical, Inc.
POOL / Pool Corporation
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
LNC / Lincoln National Corporation
ADI / Analog Devices, Inc.
BA / The Boeing Company
BDJ / BlackRock Enhanced Equity Dividend Trust
GBDC / Golub Capital BDC, Inc.
ANTM / Anthem Inc
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
CW / Curtiss-Wright Corporation
RYE / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Energy ETF
RYH / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Health Care ETF
RYF / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Financials ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
KSS / Kohl's Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
REZI / Resideo Technologies, Inc.
QCOM / QUALCOMM Incorporated
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MDP / Meredith Holdings Corp
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DY / Dycom Industries, Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
C / Citigroup Inc. - Corporate Bond/Note
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
MA / Mastercard Incorporated
CHD / Church & Dwight Co., Inc.
HPE / Hewlett Packard Enterprise Company
ED / Consolidated Edison, Inc.
BKH / Black Hills Corporation
LAND / Gladstone Land Corporation
IXC / iShares Trust - iShares Global Energy ETF
COST / Costco Wholesale Corporation
GE / General Electric Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
GILD / Gilead Sciences, Inc.
BAC / Bank of America Corporation
DFS / Discover Financial Services
30064K105 / Exacttarget, Inc.
NFLX / Netflix, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SAIC / Science Applications International Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
CARR / Carrier Global Corporation
0PP / Portola Pharmaceuticals Inc
AXON / Axon Enterprise, Inc.
BAM / Brookfield Asset Management Ltd.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
WPM / Wheaton Precious Metals Corp.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DIS / The Walt Disney Company
EBAY / eBay Inc.
USB / U.S. Bancorp
UBER / Uber Technologies, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VOYA / Voya Financial, Inc.
NUE / Nucor Corporation
JCI / Johnson Controls International plc
SLV / iShares Silver Trust
OKE / ONEOK, Inc.
KMB / Kimberly-Clark Corporation
SBUX / Starbucks Corporation
OXY / Occidental Petroleum Corporation
TEL / TE Connectivity plc
AMT / American Tower Corporation
BX / Blackstone Inc.
CTVA / Corteva, Inc.
FIS / Fidelity National Information Services, Inc.
TSLA / Tesla, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
ICE / Intercontinental Exchange, Inc.
ETN / Eaton Corporation plc
WWD / Woodward, Inc.
SPY / SPDR S&P 500 ETF
ABT / Abbott Laboratories
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
BRK.A / Berkshire Hathaway Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
KHC / The Kraft Heinz Company
BK / The Bank of New York Mellon Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
UNP / Union Pacific Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BRK.B / Berkshire Hathaway Inc.
BMY / Bristol-Myers Squibb Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
SO / The Southern Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AVGO / Broadcom Inc.
FI / Fiserv, Inc.
VZ / Verizon Communications Inc.
WEC / WEC Energy Group, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
AOS / A. O. Smith Corporation
MMP / Magellan Midstream Partners L.P.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
DAL / Delta Air Lines, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VLO / Valero Energy Corporation
INTC / Intel Corporation
WBA / Walgreens Boots Alliance, Inc.
CORT / Corcept Therapeutics Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
O / Realty Income Corporation
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
STWD / Starwood Property Trust, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MCD / McDonald's Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SJM / The J. M. Smucker Company
GBF / iShares Trust - iShares Government/Credit Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
RCL / Royal Caribbean Cruises Ltd.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TRV / The Travelers Companies, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MDT / Medtronic plc
NLOK / NortonLifeLock Inc
JPM / JPMorgan Chase & Co.
GSK / GSK plc - Depositary Receipt (Common Stock)
CLX / The Clorox Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
NLY / Annaly Capital Management, Inc.
ROKU / Roku, Inc.
FVRR / Fiverr International Ltd.
FEMB / First Trust Exchange Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF
NCR / NCR Corp.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LAC / Lithium Americas Corp.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
MAR / Marriott International, Inc.
AMGN / Amgen Inc.
BDX / Becton, Dickinson and Company
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
ZBH / Zimmer Biomet Holdings, Inc.
REM / iShares Trust - iShares Mortgage Real Estate ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
MSI / Motorola Solutions, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
NRZ / New Residential Investment Corp
ITB / iShares Trust - iShares U.S. Home Construction ETF
MGEE / MGE Energy, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
EXC / Exelon Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
EXAS / Exact Sciences Corporation
GGG / Graco Inc.
DXC / DXC Technology Company
LDOS / Leidos Holdings, Inc.
GRMN / Garmin Ltd.
IP / International Paper Company
IRBT / iRobot Corporation
WGO / Winnebago Industries, Inc.
CRSP / CRISPR Therapeutics AG
LLY / Eli Lilly and Company
HOG / Harley-Davidson, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
TJX / The TJX Companies, Inc.
REVG / REV Group, Inc.
AGNC / AGNC Investment Corp.
FHN / First Horizon Corporation
GSBD / Goldman Sachs BDC, Inc.
SLB / Schlumberger Limited
HPQ / HP Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
UTG / Reaves Utility Income Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KALU / Kaiser Aluminum Corporation
MFGP / Micro Focus International Plc - ADR
WTRG / Essential Utilities, Inc.
NSC / Norfolk Southern Corporation
COP / ConocoPhillips
SCCO / Southern Copper Corporation
CRM / Salesforce, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
EMR / Emerson Electric Co.
ATVI / Activision Blizzard Inc
USRT / iShares Trust - iShares Core U.S. REIT ETF
MU / Micron Technology, Inc.
XPO / XPO, Inc.
UPS / United Parcel Service, Inc.
D / Dominion Energy, Inc.
PM / Philip Morris International Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NEE / NextEra Energy, Inc.
MC / Moelis & Company
TOLZ / ProShares Trust - ProShares DJ Brookfield Global Infrastructure ETF
OPK / OPKO Health, Inc.
NOC / Northrop Grumman Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SNOA / Sonoma Pharmaceuticals, Inc.
CL / Colgate-Palmolive Company
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
GIS / General Mills, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
DE / Deere & Company
STAG / STAG Industrial, Inc.
AMZN / Amazon.com, Inc.
RTX / RTX Corporation
ALB / Albemarle Corporation
TMO / Thermo Fisher Scientific Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
JNJ / Johnson & Johnson
DD / DuPont de Nemours, Inc.
ORCL / Oracle Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MDLZ / Mondelez International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KO / The Coca-Cola Company
LMT / Lockheed Martin Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ABBV / AbbVie Inc.
SHW / The Sherwin-Williams Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NVDA / NVIDIA Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
C.WSA / Citigroup, Inc.
PG / The Procter & Gamble Company
AXP / American Express Company
META / Meta Platforms, Inc.
CSCO / Cisco Systems, Inc.
UNH / UnitedHealth Group Incorporated
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MO / Altria Group, Inc.
FDX / FedEx Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GOOG / Alphabet Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
T / AT&T Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
WMT / Walmart Inc.
GS / The Goldman Sachs Group, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MSFT / Microsoft Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
CVS / CVS Health Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
DOW / Dow Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HON / Honeywell International Inc.
MRK / Merck & Co., Inc.
HD / The Home Depot, Inc.
BSX / Boston Scientific Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PYPL / PayPal Holdings, Inc.
STZ / Constellation Brands, Inc.
CAT / Caterpillar Inc.
WTM / White Mountains Insurance Group, Ltd.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PEP / PepsiCo, Inc.
FBIZ / First Business Financial Services, Inc.
MS / Morgan Stanley
DUK / Duke Energy Corporation