Market Value735,746,000
Total Holdings481
File Date2021-01-28
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)
TMO / Thermo Fisher Scientific Inc.
GAP / The Gap, Inc.
PAVM / PAVmed Inc.
MRNA / Moderna, Inc.
TRI / Thomson Reuters Corporation
MRO / Marathon Oil Corporation
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MCD / McDonald's Corporation
DRI / Darden Restaurants, Inc.
US0268741560 / American International Group, Inc. Warrants
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
SRNE / Sorrento Therapeutics, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SU / Suncor Energy Inc.
/ iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF
NTR / Nutrien Ltd.
ORI / Old Republic International Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CHN / The China Fund, Inc.
INSI / Insight Select Income Fund
MIC / Macquarie Infrastructure Holdings LLC - Units
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
GDV / The Gabelli Dividend & Income Trust
BBWI / Bath & Body Works, Inc.
HAS / Hasbro, Inc.
AJG / Arthur J. Gallagher & Co.
AXP / American Express Company
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SPR / Spirit AeroSystems Holdings, Inc.
WBA / Walgreens Boots Alliance, Inc.
CLSK / CleanSpark, Inc.
NIE / Virtus Equity & Convertible Income Fund
PUK / Prudential plc - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MSI / Motorola Solutions, Inc.
DOW / Dow Inc.
PEG / Public Service Enterprise Group Incorporated
AEP / American Electric Power Company, Inc.
ALL / The Allstate Corporation
PAYC / Paycom Software, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MYOV / Myovant Sciences Ltd
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SWK / Stanley Black & Decker, Inc.
WEC / WEC Energy Group, Inc.
BAX / Baxter International Inc.
KTB / Kontoor Brands, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SIRI / Sirius XM Holdings Inc.
CIT / CIT Group Inc
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
ADX / Adams Diversified Equity Fund, Inc.
MDT / Medtronic plc
DUK / Duke Energy Corporation
GOLD / Barrick Mining Corporation
GOOG / Alphabet Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MPW / Medical Properties Trust, Inc.
STT / State Street Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
CVM / CEL-SCI Corporation
BWA / BorgWarner Inc.
PNW / Pinnacle West Capital Corporation
XRX / Xerox Holdings Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
OKTA / Okta, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
NAD / Nuveen Quality Municipal Income Fund
TIP / iShares Trust - iShares TIPS Bond ETF
BX / Blackstone Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
US92220P1057 / Varian Medical Systems, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
AROW / Arrow Financial Corporation
MIN / MFS Intermediate Income Trust
JEQ / Abrdn Japan Equity Fund Inc
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
US1080351067 / Bridge Bancorp, Inc.
US26432K1088 / Duff & Phelps Utility and Corporate Bond Trust, Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
JOF / Japan Smaller Capitalization Fund, Inc.
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
MLR / Miller Industries, Inc.
APDN / Applied DNA Sciences, Inc.
EOI / Eaton Vance Enhanced Equity Income Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
HFC / HollyFrontier Corp
JDD / Nuveen Diversified Dividend and Income Fund
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
CDEV / Centennial Resource Development Inc. - Class A
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
BBU / Brookfield Business Partners L.P. - Limited Partnership
MUB / iShares Trust - iShares National Muni Bond ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
XCIIX / BlackRock Enhanced Capital and
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
BTZ / BlackRock Credit Allocation Income Trust
FAM / First Trust/Abrdn Global Opportunity Income Fund
FHI / Federated Hermes, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ABB / ABB Ltd. - ADR
NYF / iShares Trust - iShares New York Muni Bond ETF
WPC / W. P. Carey Inc.
SLF / Sun Life Financial Inc.
PII / Polaris Inc.
OXY / Occidental Petroleum Corporation
BKNG / Booking Holdings Inc.
XRAY / DENTSPLY SIRONA Inc.
OHI / Omega Healthcare Investors, Inc.
PDT / John Hancock Premium Dividend Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BKT / BlackRock Income Trust, Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
BGY / BlackRock Enhanced International Dividend Trust
BOE / BlackRock Enhanced Global Dividend Trust
TJX / The TJX Companies, Inc.
ROP / Roper Technologies, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ZBRA / Zebra Technologies Corporation
PAYX / Paychex, Inc.
BDX / Becton, Dickinson and Company
PHYS / Sprott Physical Gold Trust
MCK / McKesson Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
MTB / M&T Bank Corporation
HTY / John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund
NHWK / NightHawk Biosciences, Inc.
CARR / Carrier Global Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CAG / Conagra Brands, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NBTB / NBT Bancorp Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CAT / Caterpillar Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BA / The Boeing Company
IVE / iShares Trust - iShares S&P 500 Value ETF
DE / Deere & Company
JNJ / Johnson & Johnson
FITB / Fifth Third Bancorp
EL / The Estée Lauder Companies Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FIS / Fidelity National Information Services, Inc.
GGT / The Gabelli Multimedia Trust Inc.
CB / Chubb Limited
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
TRV / The Travelers Companies, Inc.
JPM / JPMorgan Chase & Co.
LOW / Lowe's Companies, Inc.
RSG / Republic Services, Inc.
CRM / Salesforce, Inc.
GIS / General Mills, Inc.
DIS / The Walt Disney Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AEE / Ameren Corporation
SO / The Southern Company
V / Visa Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GRX / The Gabelli Healthcare & Wellness Trust
BCE / BCE Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PNC / The PNC Financial Services Group, Inc.
KHC / The Kraft Heinz Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ABT / Abbott Laboratories
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
RTX / RTX Corporation
NUE / Nucor Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MS / Morgan Stanley
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CBU / Community Financial System, Inc.
MRK / Merck & Co., Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ABBV / AbbVie Inc.
ZBH / Zimmer Biomet Holdings, Inc.
MA / Mastercard Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DG / Dollar General Corporation
PFIS / Peoples Financial Services Corp.
MET / MetLife, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GLW / Corning Incorporated
ENB / Enbridge Inc.
ADBE / Adobe Inc.
ADP / Automatic Data Processing, Inc.
ETN / Eaton Corporation plc
TGT / Target Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
JBL / Jabil Inc.
SYY / Sysco Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
FBIN / Fortune Brands Innovations, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
NVDA / NVIDIA Corporation
APD / Air Products and Chemicals, Inc.
EFX / Equifax Inc.
MTD / Mettler-Toledo International Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
F / Ford Motor Company
USA / Liberty All-Star Equity Fund
AMZN / Amazon.com, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
O / Realty Income Corporation
EMR / Emerson Electric Co.
PANW / Palo Alto Networks, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CTVA / Corteva, Inc.
XOM / Exxon Mobil Corporation
GD / General Dynamics Corporation
PG / The Procter & Gamble Company
PSX / Phillips 66
CLM / Cornerstone Strategic Investment Fund, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BB / BlackBerry Limited
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
VLY / Valley National Bancorp
X / United States Steel Corporation
WELL / Welltower Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
TRIL / Trillium Therapeutics Inc
UNH / UnitedHealth Group Incorporated
UNP / Union Pacific Corporation
VZ / Verizon Communications Inc.
INTU / Intuit Inc.
PRU / Prudential Financial, Inc.
PFE / Pfizer Inc.
KMB / Kimberly-Clark Corporation
WIA / Western Asset Inflation-Linked Income Fund
ORCL / Oracle Corporation
BHF / Brighthouse Financial, Inc.
BAC / Bank of America Corporation
T / AT&T Inc.
BPR / Brookfield Property REIT Inc.
NOC / Northrop Grumman Corporation
MMM / 3M Company
TRP / TC Energy Corporation
CP / Canadian Pacific Kansas City Limited
USB / U.S. Bancorp
COP / ConocoPhillips
EXC / Exelon Corporation
TMP / Tompkins Financial Corporation
PHM / PulteGroup, Inc.
ITW / Illinois Tool Works Inc.
ECL / Ecolab Inc.
ED / Consolidated Edison, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
STZ / Constellation Brands, Inc.
MFC / HEXAOM
VLO / Valero Energy Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
KR / The Kroger Co.
SWIR / Sierra Wireless Inc
TRST / TrustCo Bank Corp NY
BIPC / Brookfield Infrastructure Corporation
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
PBCT / People`s United Financial Inc
APRN / Blue Apron Holdings Inc - Class A
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
VFC / V.F. Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
MGA / Magna International Inc.
SRCL / Stericycle, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
US9021041085 / II-VI, Inc.
GS / The Goldman Sachs Group, Inc.
HAL / Halliburton Company
TWTR / Twitter Inc
EVRG / Evergy, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
IRDM / Iridium Communications Inc.
ADI / Analog Devices, Inc.
XYL / Xylem Inc.
ICE / Intercontinental Exchange, Inc.
NYCB / Flagstar Financial, Inc.
UNIT / Unity Group LLC
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
PPL / PPL Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
COF / Capital One Financial Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EMN / Eastman Chemical Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GE / General Electric Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
COO / The Cooper Companies, Inc.
HSY / The Hershey Company
NLY / Annaly Capital Management, Inc.
INCY / Incyte Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BAM / Brookfield Asset Management Ltd.
WY / Weyerhaeuser Company
BHLB / Berkshire Hills Bancorp, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DELL / Dell Technologies Inc.
SQ / Block, Inc.
CHD / Church & Dwight Co., Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
CSCO / Cisco Systems, Inc.
KLAC / KLA Corporation
VBIV / VBI Vaccines Inc.
GILD / Gilead Sciences, Inc.
LW / Lamb Weston Holdings, Inc.
FNV / Franco-Nevada Corporation
GUT / The Gabelli Utility Trust
TT / Trane Technologies plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
SUI / Sun Communities, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
SXC / SunCoke Energy, Inc.
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
OTIS / Otis Worldwide Corporation
JNCE / Jounce Therapeutics Inc
TD / The Toronto-Dominion Bank
LUMN / Lumen Technologies, Inc.
INFI / Infinity Pharmaceuticals Inc.
EIX / Edison International
GSK / GSK plc - Depositary Receipt (Common Stock)
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DVY / iShares Trust - iShares Select Dividend ETF
AGCO / AGCO Corporation
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DGII / Digi International Inc.
KO / The Coca-Cola Company
IAU / iShares Gold Trust
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
RGLD / Royal Gold, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ET / Energy Transfer LP - Limited Partnership
MKL / Markel Group Inc.
MOH / Molina Healthcare, Inc.
J / Jacobs Solutions Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IQV / IQVIA Holdings Inc.
WM / Waste Management, Inc.
QCOM / QUALCOMM Incorporated
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
OKE / ONEOK, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BMY / Bristol-Myers Squibb Company
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
QQQ / Invesco QQQ Trust, Series 1
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MSFT / Microsoft Corporation
C / Citigroup Inc.
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
HON / Honeywell International Inc.
CVX / Chevron Corporation
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
PPG / PPG Industries, Inc.
RY / Royal Bank of Canada
NFG / National Fuel Gas Company
AMGN / Amgen Inc.
WTRG / Essential Utilities, Inc.
A / Agilent Technologies, Inc.
COST / Costco Wholesale Corporation
CC / The Chemours Company
FAST / Fastenal Company
AGEN / Agenus Inc.
ROK / Rockwell Automation, Inc.
KEY / KeyCorp
CI / The Cigna Group
WAB / Westinghouse Air Brake Technologies Corporation
INFU / InfuSystem Holdings, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NWFL / Norwood Financial Corp.
TFC / Truist Financial Corporation
ALLE / Allegion plc
L / Loews Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TDY / Teledyne Technologies Incorporated
CMI / Cummins Inc.
EOG / EOG Resources, Inc.
MDLZ / Mondelez International, Inc.
VKQ / Invesco Municipal Trust
DHR / Danaher Corporation
IR / Ingersoll Rand Inc.
WMT / Walmart Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
AWK / American Water Works Company, Inc.
AMT / American Tower Corporation
CVS / CVS Health Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
WFC / Wells Fargo & Company
OMC / Omnicom Group Inc.
MO / Altria Group, Inc.
AME / AMETEK, Inc.
TXN / Texas Instruments Incorporated
SRE / Sempra
D / Dominion Energy, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
LIN / Linde plc
BRK.B / Berkshire Hathaway Inc.
SPGI / S&P Global Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LMT / Lockheed Martin Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
C.WSA / Citigroup, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MDY / SPDR S&P MidCap 400 ETF Trust
KMI / Kinder Morgan, Inc.
FDX / FedEx Corporation
SLV / iShares Silver Trust
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
NSC / Norfolk Southern Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
NEE / NextEra Energy, Inc.
GLD / SPDR Gold Trust
IP / International Paper Company
ELV / Elevance Health, Inc.
GAB / The Gabelli Equity Trust Inc.
ALB / Albemarle Corporation
NXST / Nexstar Media Group, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
AAPL / Apple Inc.
SLB / Schlumberger Limited
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SPY / SPDR S&P 500 ETF
LLY / Eli Lilly and Company
UPS / United Parcel Service, Inc.
DD / DuPont de Nemours, Inc.
NKE / NIKE, Inc.
WTM / White Mountains Insurance Group, Ltd.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SYK / Stryker Corporation
DKNG / DraftKings Inc.
TSLA / Tesla, Inc.
GM / General Motors Company
META / Meta Platforms, Inc.
CSX / CSX Corporation
CMCSA / Comcast Corporation
VTRS / Viatris Inc.
GOOGL / Alphabet Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
INTC / Intel Corporation
HOG / Harley-Davidson, Inc.
PM / Philip Morris International Inc.
PEP / PepsiCo, Inc.
BIIB / Biogen Inc.
SBUX / Starbucks Corporation
HD / The Home Depot, Inc.
IBM / International Business Machines Corporation
CL / Colgate-Palmolive Company
AMCR / Amcor plc