| NFE / New Fortress Energy Inc.
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| CL / Colgate-Palmolive Company
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| REGN / Regeneron Pharmaceuticals, Inc.
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| QCOM / QUALCOMM Incorporated
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
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| JNJ / Johnson & Johnson
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| DVN / Devon Energy Corporation
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|
| SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
/ Mutual Fund (808515696) |
|
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| VIRTUS KAR MID-CAP GROWTH I
/ Mutual Fund (92828N734) |
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| FIDELITY ADVISOR INTL SMALL CAP I
/ Mutual Fund (315910679) |
|
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|
|
| FEDERATED HERMES MDT MID CAP GROWTH IS
/ Mutual Fund (314172198) |
|
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|
| GUGGENHEIM TOTAL RETURN BOND P
/ Mutual Fund (40169J879) |
|
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|
| TOUCHSTONE SANDS CPTL EMERG MKTS GR Y
/ Mutual Fund (89154Q570) |
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|
| VICTORY RS INTERNATIONAL Y
/ Mutual Fund (92647Q686) |
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| BNY MELLON GLOBAL FIXED INCOME - Y
/ Mutual Fund (05588D761) |
|
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| PGIM SHORT-TERM CORPORATE BOND Z
/ Mutual Fund (74441R508) |
|
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| LORD ABBETT SPECIAL SITUATIONS INCOME I
/ Mutual Fund (54401U204) |
|
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| MFS INCOME I
/ Mutual Fund (552989709) |
|
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| EATON VANCE EMERGING MARKETS LOCAL INC I
/ Mutual Fund (277923447) |
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| TWEEDY, BROWNE VALUE
/ Mutual Fund (901165209) |
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| CMI / Cummins Inc.
|
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| AMD / Advanced Micro Devices, Inc.
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| HNHAF / Hon Hai Precision Industry Co., Ltd.
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| APAM / Artisan Partners Asset Management Inc.
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| AON / Aon plc
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| JPM / JPMorgan Chase & Co.
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| DINO / HF Sinclair Corporation
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| MSFT / Microsoft Corporation
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| SBUX / Starbucks Corporation
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| GS / The Goldman Sachs Group, Inc.
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| CVS / CVS Health Corporation
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| SWGXX / Charles Schwab Family Of Funds - Schwab Government Securities Fund
|
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| ETHE / Grayscale Ethereum Trust
|
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| DOW / Dow Inc.
|
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| 315807883 / Fidelity Advisor Growth Opportunities Fund
|
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|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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|
|
| INGR / Ingredion Incorporated
|
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|
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
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|
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| AOSL / Alpha and Omega Semiconductor Limited
|
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| MRK / Merck & Co., Inc.
|
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| ZETA / Zeta Global Holdings Corp.
|
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| CLSK / CleanSpark, Inc.
|
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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|
|
| RTX / RTX Corporation
|
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|
| VWUAX / Vanguard World Fund - Vanguard U.S. Growth Fund Admiral Class
|
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| US9219376863 / VANG-S/C VAL-ADM
|
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| PNC / The PNC Financial Services Group, Inc.
|
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| BTO / John Hancock Financial Opportunities Fund
|
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| CSX / CSX Corporation
|
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| PANW / Palo Alto Networks, Inc.
|
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| WMT / Walmart Inc.
|
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| KMI / Kinder Morgan, Inc.
|
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| META / Meta Platforms, Inc.
|
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| PEG / Public Service Enterprise Group Incorporated
|
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| US06828M8358 / Baron Global Advantage Fund
|
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| PMZIX / Pimco Funds - PIMCO Mortgage Opportunities and Bond Fund Class Institutional
|
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|
|
| F / Ford Motor Company
|
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|
|
| PONAX / Pimco Funds - PIMCO Income Fund Class A
|
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|
|
| UBER / Uber Technologies, Inc.
|
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|
|
| US9219101055 / Vanguard U.S. Growth Fund Investor Shares
|
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|
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|
|
| CDDRX / Columbia Funds Series Trust I - Columbia Dividend Income Fund Class Inst2
|
|
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|
|
| VWILX / Vanguard World Fund - Vanguard International Growth Fund Admiral Class
|
|
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|
|
| PXSGX / Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund Class I
|
|
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|
|
| US5439152845 / Lord Abbett Growth Leaders Fund
|
|
|
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|
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|
|
| LBNDX / Lord Abbett Bond Debenture Fund Inc - Lord Abbett Bond Debenture Fund Inc Class A
|
|
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|
|
| US5439128365 / LORD ABBETT H/Y MUNI BND-
|
|
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|
|
|
|
|
| LHYAX / Lord Abbett Investment Trust - Lord Abbett High Yield Fund Class A
|
|
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|
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|
|
| BPTRX / Baron Select Funds - Baron Partners Fund
|
|
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|
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|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| SWAXX / Schwab Value Advantage Money Fund
|
|
|
|
|
|
|
|
| BP / BP p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
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|
|
|
|
|
| MDIDX / Mfs Series Trust X - MFS International Diversification Fund Class A
|
|
|
|
|
|
|
|
| VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
|
|
|
|
|
|
|
|
| US9219463075 / Vanguard Mid-Cap Growth Fund
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| SDGR / Schrödinger, Inc.
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| IONQ / IonQ, Inc.
|
|
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|
|
|
|
|
| CRNC / Cerence Inc.
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| SLV / iShares Silver Trust
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| CRUS / Cirrus Logic, Inc.
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| OPRA / Opera Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| WGMI / Valkyrie ETF Trust II - CoinShares Bitcoin Mining ETF
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| EQT / EQT Corporation
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| INDI / indie Semiconductor, Inc.
|
|
|
|
|
|
|
|
| HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| FSK / FS KKR Capital Corp.
|
|
|
|
|
|
|
|
| GDX / VanEck ETF Trust - VanEck Gold Miners ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| CTRA / Coterra Energy Inc.
|
|
|
|
|
|
|
|
| CIVI / Civitas Resources, Inc.
|
|
|
|
|
|
|
|
| VLO / Valero Energy Corporation
|
|
|
|
|
|
|
|
| JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
|
|
|
|
|
|
|
|
| TBGVX / Tweedy Browne Fund Inc - Tweedy Browne International Value Fd USD
|
|
|
|
|
|
|
|
| SILA / Sila Realty Trust, Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| ENPH / Enphase Energy, Inc.
|
|
|
|
|
|
|
|
| US54400C1062 / Lord Abbett Credit Opportunities Fund
|
|
|
|
|
|
|
|
| TRP / TC Energy Corporation
|
|
|
|
|
|
|
|
| LX / LexinFintech Holdings Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NU / Nu Holdings Ltd.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DTE / DTE Energy Company
|
|
|
|
|
|
|
|
| CLX / The Clorox Company
|
|
|
|
|
|
|
|
| MRNA / Moderna, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| SCCO / Southern Copper Corporation
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JD / JD.com, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NEM / Newmont Corporation
|
|
|
|
|
|
|
|
| US05588R8850 / BNYM HI YLD MUNI BND-I
|
|
|
|
|
|
|
|
| CAH / Cardinal Health, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| TX / Ternium S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| NIO / NIO Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| VWAGY / Volkswagen AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
.
