Market Value4,041,032,000
Total Holdings529
File Date2020-08-13
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)
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
PYPL / PayPal Holdings, Inc.
STZ / Constellation Brands, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TROW / T. Rowe Price Group, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
RY / Royal Bank of Canada
ETR / Entergy Corporation
ALC / Alcon Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
US62857M1053 / MyoKardia, Inc.
GNTX / Gentex Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
WTRG / Essential Utilities, Inc.
DLR / Digital Realty Trust, Inc.
EFL / Eaton Vance Floating-Rate 2022 Target Term Trust
US85207U1051 / Sprint Corporation
ETRN / Equitrans Midstream Corporation
CPRT / Copart, Inc.
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
NTG / Tortoise Midstream Energy Fund, Inc.
US3024451011 / FLIR Systems, Inc.
MAS / Masco Corporation
PODD / Insulet Corporation
ENR / Energizer Holdings, Inc.
XCEMX / Clearbridge Energy MLP Fund Inc
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
AKAM / Akamai Technologies, Inc.
TMUS / T-Mobile US, Inc.
FBGX / UBS AG FI Enhanced Large Cap Growth ETN
MUR / Murphy Oil Corporation
GLD / SPDR Gold Trust
904784709 / Unilever N.V.
KEY / KeyCorp
KHC / The Kraft Heinz Company
SIVB / SVB Financial Group
FRC / First Republic Bank
ORCL / Oracle Corporation
CBT / Cabot Corporation
GL / Globe Life Inc.
TTD / The Trade Desk, Inc.
ISRG / Intuitive Surgical, Inc.
AJG / Arthur J. Gallagher & Co.
PPL / PPL Corporation
DOCU / DocuSign, Inc.
US36164V3050 / GCI Liberty, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
US2782651036 / Eaton Vance Corp.
HEWU / BlackRock Institutional Trust Company N.A. - iShares Currency Hedged MSCI United Kingdom ETF
BMY / Bristol-Myers Squibb Company
DISCK / Warner Bros.Discovery Inc - Series C
AXP / American Express Company
CCMP / CMC Materials Inc
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
US92220P1057 / Varian Medical Systems, Inc.
XRAY / DENTSPLY SIRONA Inc.
PLUG / Plug Power Inc.
SWK / Stanley Black & Decker, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
HAL / Halliburton Company
SRCL / Stericycle, Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
RTN / Raytheon Co.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
ITW / Illinois Tool Works Inc.
018490100 / Allergan plc
IAC / IAC Inc.
TYG / Tortoise Energy Infrastructure Corporation
PAYX / Paychex, Inc.
CMCSA / Comcast Corporation
BWA / BorgWarner Inc.
CTRA / Coterra Energy Inc.
GWW / W.W. Grainger, Inc.
FTV / Fortive Corporation
EA / Electronic Arts Inc.
EMR / Emerson Electric Co.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
APA / APA Corporation
QRTEA / Qurate Retail Inc - Series A
SPG / Simon Property Group, Inc.
CAG / Conagra Brands, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CPRI / Capri Holdings Limited
CERN / Cerner Corp.
CDK / CDK Global Inc
VVR / Invesco Senior Income Trust
LVS / Las Vegas Sands Corp.
BXP / Boston Properties, Inc.
ROK / Rockwell Automation, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
CINF / Cincinnati Financial Corporation
ARE / Alexandria Real Estate Equities, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
APPN / Appian Corporation
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
MRO / Marathon Oil Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CNP / CenterPoint Energy, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LOGC / ContextLogic Holdings Inc.
HRL / Hormel Foods Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
GBT / Global Blood Therapeutics Inc.
NUV / Nuveen Municipal Value Fund, Inc.
BBBY / Bed Bath & Beyond, Inc.
PNW / Pinnacle West Capital Corporation
KSU / Kansas City Southern
AMLP / ALPS ETF Trust - Alerian MLP ETF
NTB / The Bank of N.T. Butterfield & Son Limited
SREV / ServiceSource International Inc
KMPR / Kemper Corporation
INDB / Independent Bank Corp.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
MMP / Magellan Midstream Partners L.P.
DRI / Darden Restaurants, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
JPXN / iShares Trust - iShares JPX-Nikkei 400 ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
Y / Alleghany Corp.
EEFT / Euronet Worldwide, Inc.
TTC / The Toro Company
D / Dominion Energy, Inc.
WERN / Werner Enterprises, Inc.
MGTA / Magenta Therapeutics Inc
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
PARA / Paramount Global
LMAT / LeMaitre Vascular, Inc.
UAL / United Airlines Holdings, Inc.
BLUE / bluebird bio, Inc.
LNC / Lincoln National Corporation
QRVO / Qorvo, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
IAU / iShares Gold Trust
SLB / Schlumberger Limited
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
CB / Chubb Limited
MDLZ / Mondelez International, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
XEL / Xcel Energy Inc.
DG / Dollar General Corporation
AGTC / Applied Genetic Technologies Corp
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
LBTYK / Liberty Global Ltd.
SWKS / Skyworks Solutions, Inc.
VFC / V.F. Corporation
REG / Regency Centers Corporation
TYL / Tyler Technologies, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
LBRDK / Liberty Broadband Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CCI / Crown Castle Inc.
SESN / Sesen Bio Inc.
KLAC / KLA Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ZTS / Zoetis Inc.
CAC / Camden National Corporation
ADI / Analog Devices, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
DGX / Quest Diagnostics Incorporated
GOOGL / Alphabet Inc.
NOC / Northrop Grumman Corporation
MLM / Martin Marietta Materials, Inc.
UNP / Union Pacific Corporation
TGT / Target Corporation
HPE / Hewlett Packard Enterprise Company
REGN / Regeneron Pharmaceuticals, Inc.
CBOE / Cboe Global Markets, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CTAS / Cintas Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JPM / JPMorgan Chase & Co.
MTB / M&T Bank Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HUM / Humana Inc.
EFX / Equifax Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
GILD / Gilead Sciences, Inc.
C / Citigroup Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
BRK.A / Berkshire Hathaway Inc.
GD / General Dynamics Corporation
BAC / Bank of America Corporation
BRO / Brown & Brown, Inc.
CSL / Carlisle Companies Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
META / Meta Platforms, Inc.
PEP / PepsiCo, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MDT / Medtronic plc
ADBE / Adobe Inc.
MAR / Marriott International, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ECL / Ecolab Inc.
FFIV / F5, Inc.
ROST / Ross Stores, Inc.
LLY / Eli Lilly and Company
SAP / SAP SE - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
BRKL / Brookline Bancorp, Inc.
IP / International Paper Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
VZ / Verizon Communications Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
AAPL / Apple Inc.
AWK / American Water Works Company, Inc.
CATC / Cambridge Bancorp
BK / The Bank of New York Mellon Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WRK / WestRock Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSX / Phillips 66
PKG / Packaging Corporation of America
PCAR / PACCAR Inc
BRK.B / Berkshire Hathaway Inc.
WFC / Wells Fargo & Company
APH / Amphenol Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PPG / PPG Industries, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
BDX / Becton, Dickinson and Company
CNC / Centene Corporation
DOV / Dover Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
AVB / AvalonBay Communities, Inc.
PEG / Public Service Enterprise Group Incorporated
FITB / Fifth Third Bancorp
CHD / Church & Dwight Co., Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
OTIS / Otis Worldwide Corporation
SO / The Southern Company
BSX / Boston Scientific Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BIIB / Biogen Inc.
BLD / TopBuild Corp.
DAL / Delta Air Lines, Inc.
QQQ / Invesco QQQ Trust, Series 1
EBAY / eBay Inc.
CL / Colgate-Palmolive Company
EQIX / Equinix, Inc.
YUM / Yum! Brands, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DOW / Dow Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
LNG / Cheniere Energy, Inc.
SAGE / Sage Therapeutics, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
CHTR / Charter Communications, Inc.
MRK / Merck & Co., Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NSC / Norfolk Southern Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
APLS / Apellis Pharmaceuticals, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RMD / ResMed Inc.
PLD / Prologis, Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
GS / The Goldman Sachs Group, Inc.
YUMC / Yum China Holdings, Inc.
CTVA / Corteva, Inc.
ATVI / Activision Blizzard Inc
EXC / Exelon Corporation
PH / Parker-Hannifin Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CTXS / Citrix Systems, Inc.
PNC / The PNC Financial Services Group, Inc.
SQ / Block, Inc.
RF / Regions Financial Corporation
MTD / Mettler-Toledo International Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
WBA / Walgreens Boots Alliance, Inc.
HXL / Hexcel Corporation
LW / Lamb Weston Holdings, Inc.
ILMN / Illumina, Inc.
MNST / Monster Beverage Corporation
CARR / Carrier Global Corporation
RHI / Robert Half Inc.
EL / The Estée Lauder Companies Inc.
DLB / Dolby Laboratories, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
ULTA / Ulta Beauty, Inc.
OXY / Occidental Petroleum Corporation
LMT / Lockheed Martin Corporation
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
TFX / Teleflex Incorporated
BX / Blackstone Inc.
SJM / The J. M. Smucker Company
LRCX / Lam Research Corporation
ED / Consolidated Edison, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPGI / S&P Global Inc.
BPMC / Blueprint Medicines Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SNA / Snap-on Incorporated
FI / Fiserv, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
PAYC / Paycom Software, Inc.
BALL / Ball Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IONS / Ionis Pharmaceuticals, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
LULU / lululemon athletica inc.
AVY / Avery Dennison Corporation
ETN / Eaton Corporation plc
ELV / Elevance Health, Inc.
ALL / The Allstate Corporation
BA / The Boeing Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
NOW / ServiceNow, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PGR / The Progressive Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
COP / ConocoPhillips
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
EXPD / Expeditors International of Washington, Inc.
MS / Morgan Stanley
MSFT / Microsoft Corporation
ABBV / AbbVie Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NDAQ / Nasdaq, Inc.
CVX / Chevron Corporation
CTSH / Cognizant Technology Solutions Corporation
TT / Trane Technologies plc
VDE / Vanguard World Fund - Vanguard Energy ETF
DOC / Healthpeak Properties, Inc.
DXCM / DexCom, Inc.
KO / The Coca-Cola Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
OMC / Omnicom Group Inc.
PG / The Procter & Gamble Company
PFE / Pfizer Inc.
SYK / Stryker Corporation
TD / The Toronto-Dominion Bank
WMT / Walmart Inc.
TRV / The Travelers Companies, Inc.
GIS / General Mills, Inc.
TFC / Truist Financial Corporation
DIS / The Walt Disney Company
DD / DuPont de Nemours, Inc.
AMZN / Amazon.com, Inc.
FDX / FedEx Corporation
CVS / CVS Health Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SNPS / Synopsys, Inc.
GLW / Corning Incorporated
ACN / Accenture plc
EW / Edwards Lifesciences Corporation
EQR / Equity Residential
AMAT / Applied Materials, Inc.
CLX / The Clorox Company
IDXX / IDEXX Laboratories, Inc.
VYGR / Voyager Therapeutics, Inc.
PM / Philip Morris International Inc.
GE / General Electric Company
RTX / RTX Corporation
MMC / Marsh & McLennan Companies, Inc.
SBUX / Starbucks Corporation
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
HON / Honeywell International Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LYB / LyondellBasell Industries N.V.
STT / State Street Corporation
AMP / Ameriprise Financial, Inc.
QCOM / QUALCOMM Incorporated
ABT / Abbott Laboratories
FULC / Fulcrum Therapeutics, Inc.
NEE / NextEra Energy, Inc.
INTC / Intel Corporation
IBB / iShares Trust - iShares Biotechnology ETF
LOW / Lowe's Companies, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MKC / McCormick & Company, Incorporated
AMGN / Amgen Inc.
SHW / The Sherwin-Williams Company
TMO / Thermo Fisher Scientific Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
MA / Mastercard Incorporated
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
APTV / Aptiv PLC
AON / Aon plc
CE / Celanese Corporation
BAX / Baxter International Inc.
COST / Costco Wholesale Corporation
K / Kellanova
VLO / Valero Energy Corporation
ROP / Roper Technologies, Inc.
UBS / UBS Group AG
HSY / The Hershey Company
VOYA / Voya Financial, Inc.
KMB / Kimberly-Clark Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NFLX / Netflix, Inc.
HII / Huntington Ingalls Industries, Inc.
JNJ / Johnson & Johnson
FAST / Fastenal Company
ENB / Enbridge Inc.
LIN / Linde plc
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
BKNG / Booking Holdings Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FSLR / First Solar, Inc.
APD / Air Products and Chemicals, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
MCO / Moody's Corporation
WM / Waste Management, Inc.
TER / Teradyne, Inc.
UNH / UnitedHealth Group Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADSK / Autodesk, Inc.
HPQ / HP Inc.
XOM / Exxon Mobil Corporation
DELL / Dell Technologies Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MRNA / Moderna, Inc.
CME / CME Group Inc.
CBRE / CBRE Group, Inc.
HOLX / Hologic, Inc.
CSCO / Cisco Systems, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PSA / Public Storage
C.WSA / Citigroup, Inc.
SYY / Sysco Corporation
WASH / Washington Trust Bancorp, Inc.
MO / Altria Group, Inc.
INTU / Intuit Inc.
CMS / CMS Energy Corporation
ZBH / Zimmer Biomet Holdings, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DTE / DTE Energy Company
VTV / Vanguard Index Funds - Vanguard Value ETF
AVGO / Broadcom Inc.
WSO / Watsco, Inc.
JCI / Johnson Controls International plc
SNY / Sanofi - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
EOG / EOG Resources, Inc.
T / AT&T Inc.
TJX / The TJX Companies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
ICE / Intercontinental Exchange, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DUK / Duke Energy Corporation
SLV / iShares Silver Trust
BBY / Best Buy Co., Inc.
NVDA / NVIDIA Corporation
V / Visa Inc.
WEC / WEC Energy Group, Inc.
HD / The Home Depot, Inc.
AFL / Aflac Incorporated
AEP / American Electric Power Company, Inc.
MCD / McDonald's Corporation
DLTR / Dollar Tree, Inc.
WY / Weyerhaeuser Company
VEEV / Veeva Systems Inc.
ADP / Automatic Data Processing, Inc.
DE / Deere & Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NXPI / NXP Semiconductors N.V.
ES / Eversource Energy
IBM / International Business Machines Corporation
SPY / SPDR S&P 500 ETF
AMCR / Amcor plc
RPM / RPM International Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MPC / Marathon Petroleum Corporation
CMI / Cummins Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ANSS / ANSYS, Inc.
F / Ford Motor Company
CRM / Salesforce, Inc.
MMM / 3M Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HCA / HCA Healthcare, Inc.
SRE / Sempra
TXN / Texas Instruments Incorporated
UPS / United Parcel Service, Inc.
USB / U.S. Bancorp
ORLY / O'Reilly Automotive, Inc.
CAT / Caterpillar Inc.
MCK / McKesson Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
A / Agilent Technologies, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CSX / CSX Corporation
MELI / MercadoLibre, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TSLA / Tesla, Inc.
GOOG / Alphabet Inc.
IT / Gartner, Inc.
AMT / American Tower Corporation
CI / The Cigna Group
FCN / FTI Consulting, Inc.
MRVL / Marvell Technology, Inc.
ANET / Arista Networks Inc
AMD / Advanced Micro Devices, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
CNI / Canadian National Railway Company
MORF / Morphic Holding, Inc.
NEU / NewMarket Corporation
BR / Broadridge Financial Solutions, Inc.
NTRS / Northern Trust Corporation
STE / STERIS plc