WY / Weyerhaeuser Company
|
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|
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|
TFC / Truist Financial Corporation
|
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|
KDP / Keurig Dr Pepper Inc.
|
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|
D / Dominion Energy, Inc.
|
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|
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|
|
VZ / Verizon Communications Inc.
|
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|
BA / The Boeing Company
|
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|
ICE / Intercontinental Exchange, Inc.
|
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|
CAH / Cardinal Health, Inc.
|
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|
BX / Blackstone Inc.
|
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|
APH / Amphenol Corporation
|
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|
LUV / Southwest Airlines Co.
|
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|
WDC / Western Digital Corporation
|
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|
ALL / The Allstate Corporation
|
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|
PCAR / PACCAR Inc
|
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|
MET / MetLife, Inc.
|
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|
A / Agilent Technologies, Inc.
|
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|
AOS / A. O. Smith Corporation
|
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|
YUM / Yum! Brands, Inc.
|
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|
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|
WCN / Waste Connections, Inc.
|
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|
CHD / Church & Dwight Co., Inc.
|
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|
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|
ROL / Rollins, Inc.
|
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|
ARE / Alexandria Real Estate Equities, Inc.
|
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UDR / UDR, Inc.
|
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DTE / DTE Energy Company
|
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|
EW / Edwards Lifesciences Corporation
|
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|
SMCI / Super Micro Computer, Inc.
|
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|
PYPL / PayPal Holdings, Inc.
|
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|
PCG / PG&E Corporation
|
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|
LNT / Alliant Energy Corporation
|
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|
UPS / United Parcel Service, Inc.
|
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|
AIG / American International Group, Inc.
|
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CFG / Citizens Financial Group, Inc.
|
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FTNT / Fortinet, Inc.
|
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|
PPL / PPL Corporation
|
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|
CTVA / Corteva, Inc.
|
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|
|
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
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|
LRCX / Lam Research Corporation
|
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|
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|
CNMD / CONMED Corporation
|
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|
|
BSX / Boston Scientific Corporation
|
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|
|
|
|
|
|
FCX / Freeport-McMoRan Inc.
|
|
|
|
|
|
|
|
VTR / Ventas, Inc.
|
|
|
|
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|
|
KIM / Kimco Realty Corporation
|
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|
|
|
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|
|
PAYX / Paychex, Inc.
|
|
|
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|
WBD / Warner Bros. Discovery, Inc.
|
|
|
|
|
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|
|
GH / Guardant Health, Inc.
|
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|
BAC / Bank of America Corporation
|
|
|
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|
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|
|
CTAS / Cintas Corporation
|
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|
|
|
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|
|
HBAN / Huntington Bancshares Incorporated
|
|
|
|
|
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|
|
GM / General Motors Company
|
|
|
|
|
|
|
|
ADBE / Adobe Inc.
|
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|
|
|
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|
|
HST / Host Hotels & Resorts, Inc.
|
|
|
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|
|
AXP / American Express Company
|
|
|
|
|
|
|
|
TRV / The Travelers Companies, Inc.
|
|
|
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|
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|
|
NUVL / Nuvalent, Inc.
|
|
|
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|
|
DUK / Duke Energy Corporation
|
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|
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|
|
LHX / L3Harris Technologies, Inc.
|
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|
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|
|
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
|
|
|
|
|
|
|
|
HEI / HEICO Corporation
|
|
|
|
|
|
|
|
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
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|
|
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
|
|
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|
|
SO / The Southern Company
|
|
|
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|
|
HD / The Home Depot, Inc.
|
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|
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|
|
LOW / Lowe's Companies, Inc.
|
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|
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|
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|
|
BMY / Bristol-Myers Squibb Company
|
|
|
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|
|
ATRC / AtriCure, Inc.
|
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|
|
|
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|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
GWRE / Guidewire Software, Inc.
|
|
|
|
|
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|
|
ADSK / Autodesk, Inc.
|
|
|
|
|
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|
|
UNP / Union Pacific Corporation
|
|
|
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|
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|
|
SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
US679295AD75 / Okta Inc
|
|
|
|
|
|
|
|
US009066AB74 / CONVERTIBLE ZERO
|
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|
|
FI / Fiserv, Inc.
|
|
|
|
|
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|
|
AGYS / Agilysys, Inc.
|
|
|
|
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|
|
PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
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|
|
DIS / The Walt Disney Company
|
|
|
|
|
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|
|
V / Visa Inc.
|
|
|
|
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|
|
AMGN / Amgen Inc.
|
|
|
|
|
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|
|
DOC / Healthpeak Properties, Inc.
|
|
|
|
|
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|
|
WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
LTH / Life Time Group Holdings, Inc.
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
IBIT / iShares Bitcoin Trust ETF
|
|
|
|
|
|
|
|
RTX / RTX Corporation
|
|
|
|
|
|
|
|
TRMB / Trimble Inc.
|
|
|
|
|
|
|
|
SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
RMBS / Rambus Inc.
|
|
|
|
|
|
|
|
PRCT / PROCEPT BioRobotics Corporation
|
|
|
|
|
|
|
|
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
SMMT / Summit Therapeutics Inc.
|
|
|
|
|
|
|
|
ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
T / AT&T Inc.
|
|
|
|
|
|
|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
SNAP / Snap Inc.
|
|
|
|
|
|
|
|
LYFT / Lyft, Inc.
|
|
|
|
|
|
|
|
CWAN / Clearwater Analytics Holdings, Inc.
|
|
|
|
|
|
|
|
ORLY / O'Reilly Automotive, Inc.
|
|
|
|
|
|
|
|
MOD / Modine Manufacturing Company
|
|
|
|
|
|
|
|
FICO / Fair Isaac Corporation
|
|
|
|
|
|
|
|
MTD / Mettler-Toledo International Inc.
|
|
|
|
|
|
|
|
AZO / AutoZone, Inc.
|
|
|
|
|
|
|
|
NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
KEYS / Keysight Technologies, Inc.
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
AVTR / Avantor, Inc.
|
|
|
|
|
|
|
|
EVRG / Evergy, Inc.
|
|
|
|
|
|
|
|
JNPR / Juniper Networks, Inc.
|
|
|
|
|
|
|
|
EXC / Exelon Corporation
|
|
|
|
|
|
|
|
CE / Celanese Corporation
|
|
|
|
|
|
|
|
OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
US48123VAE20 / CONV. NOTE
|
|
|
|
|
|
|
|
US94419LAM37 / CONV. NOTE
|
|
|
|
|
|
|
|
HES / Hess Corporation
|
|
|
|
|
|
|
|
DELL / Dell Technologies Inc.
|
|
|
|
|
|
|
|
TSN / Tyson Foods, Inc.
|
|
|
|
|
|
|
|
TPR / Tapestry, Inc.
|
|
|
|
|
|
|
|
SPG / Simon Property Group, Inc.
|
|
|
|
|
|
|
|
ES / Eversource Energy
|
|
|
|
|
|
|
|
IR / Ingersoll Rand Inc.
|
|
|
|
|
|
|
|
TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
MRNA / Moderna, Inc.
|
|
|
|
|
|
|
|
MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
|
|
AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
CME / CME Group Inc.
|
|
|
|
|
|
|
|
NDAQ / Nasdaq, Inc.
|
|
|
|
|
|
|
|
WMB / The Williams Companies, Inc.
|
|
|
|
|
|
|
|
AEE / Ameren Corporation
|
|
|
|
|
|
|
|
F / Ford Motor Company
|
|
|
|
|
|
|
|
MAS / Masco Corporation
|
|
|
|
|
|
|
|
ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
HASI / HA Sustainable Infrastructure Capital, Inc.
|
|
|
|
|
|
|
|
DAL / Delta Air Lines, Inc.
|
|
|
|
|
|
|
|
EFX / Equifax Inc.
|
|
|
|
|
|
|
|
KEY / KeyCorp
|
|
|
|
|
|
|
|
PHM / PulteGroup, Inc.
|
|
|
|
|
|
|
|
DVN / Devon Energy Corporation
|
|
|
|
|
|
|
|
HLT / Hilton Worldwide Holdings Inc.
|
|
|
|
|
|
|
|
AJG / Arthur J. Gallagher & Co.
|
|
|
|
|
|
|
|
ON / ON Semiconductor Corporation
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
MGY / Magnolia Oil & Gas Corporation
|
|
|
|
|
|
|
|
MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
KVYO / Klaviyo, Inc.
|
|
|
|
|
|
|
|
TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
US47074LAB18 / Jamf Holding Corp
|
|
|
|
|
|
|
|
VLO / Valero Energy Corporation
|
|
|
|
|
|
|
|
LAD / Lithia Motors, Inc.
|
|
|
|
|
|
|
|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
RIVN / Rivian Automotive, Inc.
|
|
|
|
|
|
|
|
ESS / Essex Property Trust, Inc.
|
|
|
|
|
|
|
|
PLSE / Pulse Biosciences, Inc.
|
|
|
|
|
|
|
|
US405024AB67 / Haemonetics Corp
|
|
|
|
|
|
|
|
FERG / Ferguson Enterprises Inc.
|
|
|
|
|
|
|
|
MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
US52603BAD91 / CONV. NOTE
|
|
|
|
|
|
|
|
EQT / EQT Corporation
|
|
|
|
|
|
|
|
CXT / Crane NXT, Co.
|
|
|
|
|
|
|
|
FSV / FirstService Corporation
|
|
|
|
|
|
|
|
VERX / Vertex, Inc.
|
|
|
|
|
|
|
|
ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
POOL / Pool Corporation
|
|
|
|
|
|
|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
TECH / Bio-Techne Corporation
|
|
|
|
|
|
|
|
ENSG / The Ensign Group, Inc.
|
|
|
|
|
|
|
|
LAMR / Lamar Advertising Company
|
|
|
|
|
|
|
|
CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
CR / Crane Company
|
|
|
|
|
|
|
|
PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
VITL / Vital Farms, Inc.
|
|
|
|
|
|
|
|
ODFL / Old Dominion Freight Line, Inc.
|
|
|
|
|
|
|
|
ALGN / Align Technology, Inc.
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
INTU / Intuit Inc.
|
|
|
|
|
|
|
|
DUOL / Duolingo, Inc.
|
|
|
|
|
|
|
|
FAST / Fastenal Company
|
|
|
|
|
|
|
|
TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
RS / Reliance, Inc.
|
|
|
|
|
|
|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
STT / State Street Corporation
|
|
|
|
|
|
|
|
EIX / Edison International
|
|
|
|
|
|
|
|
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
INVH / Invitation Homes Inc.
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
CSX / CSX Corporation
|
|
|
|
|
|
|
|
NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
EGP / EastGroup Properties, Inc.
|
|
|
|
|
|
|
|
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
|
|
|
|
|
|
|
|
US695127AF73 / CONV. NOTE
|
|
|
|
|
|
|
|
MAA / Mid-America Apartment Communities, Inc.
|
|
|
|
|
|
|
|
AKYA / Akoya Biosciences, Inc.
|
|
|
|
|
|
|
|
O / Realty Income Corporation
|
|
|
|
|
|
|
|
TRNS / Transcat, Inc.
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
|
|
S / SentinelOne, Inc.
|
|
|
|
|
|
|
|
RGEN / Repligen Corporation
|
|
|
|
|
|
|
|
US29786AAN63 / CONV. NOTE
|
|
|
|
|
|
|
|
EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
K / Kellanova
|
|
|
|
|
|
|
|
CNC / Centene Corporation
|
|
|
|
|
|
|
|
PFE / Pfizer Inc.
|
|
|
|
|
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VUG / Vanguard Index Funds - Vanguard Growth ETF
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DXCM / DexCom, Inc.
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GNRC / Generac Holdings Inc.
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DD / DuPont de Nemours, Inc.
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CMCSA / Comcast Corporation
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US12685JAE55 / Cable One Inc
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US011642AB16 / CONVERTIBLE ZERO
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GILD / Gilead Sciences, Inc.
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NFGC / New Found Gold Corp.
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IBM / International Business Machines Corporation
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US302301AE67 / Ezcorp Inc Bond
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GL / Globe Life Inc.
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INTC / Intel Corporation
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MCHP / Microchip Technology Incorporated
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AFL / Aflac Incorporated
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WBA / Walgreens Boots Alliance, Inc.
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US477839AB04 / CONV. NOTE
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NUE / Nucor Corporation
|
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CARR / Carrier Global Corporation
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RELY / Remitly Global, Inc.
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DG / Dollar General Corporation
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MTSI / MACOM Technology Solutions Holdings, Inc.
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OTIS / Otis Worldwide Corporation
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INSP / Inspire Medical Systems, Inc.
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EOG / EOG Resources, Inc.
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WIX / Wix.com Ltd.
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MDLZ / Mondelez International, Inc.
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KR / The Kroger Co.
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EBAY / eBay Inc.
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USB / U.S. Bancorp
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FOLD / Amicus Therapeutics, Inc.
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US345370CZ16 / CONVERTIBLE ZERO
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WDAY / Workday, Inc.
|
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CTSH / Cognizant Technology Solutions Corporation
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ACMR / ACM Research, Inc.
|
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VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
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CDAY / Ceridian HCM Holding Inc.
|
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DOV / Dover Corporation
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JAZZ / Jazz Pharmaceuticals plc
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APO / Apollo Global Management, Inc.
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EA / Electronic Arts Inc.
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KMI / Kinder Morgan, Inc.
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PLD / Prologis, Inc.
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CL / Colgate-Palmolive Company
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AES / The AES Corporation
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HOLX / Hologic, Inc.
|
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CVX / Chevron Corporation
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BRO / Brown & Brown, Inc.
|
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UBER / Uber Technologies, Inc.
|
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XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
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IGM / iShares Trust - iShares Expanded Tech Sector ETF
|
|
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LLY / Eli Lilly and Company
|
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HPQ / HP Inc.
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US55087PAB04 / CONV. NOTE
|
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DHR / Danaher Corporation
|
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NKE / NIKE, Inc.
|
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PRU / Prudential Financial, Inc.
|
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IFF / International Flavors & Fragrances Inc.
|
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|
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ALGM / Allegro MicroSystems, Inc.
|
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MMM / 3M Company
|
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KVUE / Kenvue Inc.
|
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MS / Morgan Stanley
|
|
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ROST / Ross Stores, Inc.
|
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FRPT / Freshpet, Inc.
|
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AME / AMETEK, Inc.
|
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SCHW / The Charles Schwab Corporation
|
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SKX / Skechers U.S.A., Inc.
|
|
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GE / General Electric Company
|
|
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|
UNH / UnitedHealth Group Incorporated
|
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PSX / Phillips 66
|
|
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|
AWK / American Water Works Company, Inc.
|
|
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XYL / Xylem Inc.
|
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|
WEAV / Weave Communications, Inc.
|
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|
BXP / Boston Properties, Inc.
|
|
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|
|
|
|
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
|
|
|
|
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|
|
CVS / CVS Health Corporation
|
|
|
|
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|
|
CVCO / Cavco Industries, Inc.
|
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|
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|
|
CMG / Chipotle Mexican Grill, Inc.
|
|
|
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|
CCI / Crown Castle Inc.
|
|
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|
|
COST / Costco Wholesale Corporation
|
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|
|
|
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|
|
ANF / Abercrombie & Fitch Co.
|
|
|
|
|
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|
|
SG / Sweetgreen, Inc.
|
|
|
|
|
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|
|
IAS / Integral Ad Science Holding Corp.
|
|
|
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|
|
LEVI / Levi Strauss & Co.
|
|
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|
|
BOH / Bank of Hawaii Corporation
|
|
|
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|
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|
|
AXON / Axon Enterprise, Inc.
|
|
|
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|
|
NTRA / Natera, Inc.
|
|
|
|
|
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|
|
RXST / RxSight, Inc.
|
|
|
|
|
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|
|
LECO / Lincoln Electric Holdings, Inc.
|
|
|
|
|
|
|
|
ELF / e.l.f. Beauty, Inc.
|
|
|
|
|
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|
|
BOOT / Boot Barn Holdings, Inc.
|
|
|
|
|
|
|
|
HSY / The Hershey Company
|
|
|
|
|
|
|
|
ACVA / ACV Auctions Inc.
|
|
|
|
|
|
|
|
VRRM / Verra Mobility Corporation
|
|
|
|
|
|
|
|
ONTO / Onto Innovation Inc.
|
|
|
|
|
|
|
|
BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
MANH / Manhattan Associates, Inc.
|
|
|
|
|
|
|
|
ABNB / Airbnb, Inc.
|
|
|
|
|
|
|
|
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
DE / Deere & Company
|
|
|
|
|
|
|
|
PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
GKOS / Glaukos Corporation
|
|
|
|
|
|
|
|
FTV / Fortive Corporation
|
|
|
|
|
|
|
|
EMN / Eastman Chemical Company
|
|
|
|
|
|
|
|
NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
GLW / Corning Incorporated
|
|
|
|
|
|
|
|
WELL / Welltower Inc.
|
|
|
|
|
|
|
|
GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
SYF / Synchrony Financial
|
|
|
|
|
|
|
|
FRT / Federal Realty Investment Trust
|
|
|
|
|
|
|
|
BKR / Baker Hughes Company
|
|
|
|
|
|
|
|
WRB / W. R. Berkley Corporation
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
VKTX / Viking Therapeutics, Inc.
|
|
|
|
|
|
|
|
CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
GEHC / GE HealthCare Technologies Inc.
|
|
|
|
|
|
|
|
ANET / Arista Networks Inc
|
|
|
|
|
|
|
|
DRI / Darden Restaurants, Inc.
|
|
|
|
|
|
|
|
CCL / Carnival Corporation & plc
|
|
|
|
|
|
|
|
FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
NEM / Newmont Corporation
|
|
|
|
|
|
|
|
DVA / DaVita Inc.
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
CSCO / Cisco Systems, Inc.
|
|
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|
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