Market Value8,025,003,000
Total Holdings403
File Date2022-05-13
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)
WMT / Walmart Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SRNE / Sorrento Therapeutics, Inc.
EOG / EOG Resources, Inc.
SYK / Stryker Corporation
EVI / EVI Industries, Inc.
ED / Consolidated Edison, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
FAST / Fastenal Company
OXY / Occidental Petroleum Corporation
EQBK / Equity Bancshares, Inc.
KO / The Coca-Cola Company
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
FDX / FedEx Corporation
OTIS / Otis Worldwide Corporation
KGC / Kinross Gold Corporation
MMM / 3M Company
ATAX / America First Multifamily Investors LP - Unit
SPLK / Splunk Inc.
ALB / Albemarle Corporation
GSBD / Goldman Sachs BDC, Inc.
ACN / Accenture plc
AIZ / Assurant, Inc.
ISRG / Intuitive Surgical, Inc.
PFE / Pfizer Inc.
CF / CF Industries Holdings, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPOT / Spotify Technology S.A.
VMC / Vulcan Materials Company
ZS / Zscaler, Inc.
HIVE / HIVE Digital Technologies Ltd.
CSX / CSX Corporation
NEM / Newmont Corporation
PYPL / PayPal Holdings, Inc.
RGLD / Royal Gold, Inc.
ENV / Envestnet, Inc.
TMO / Thermo Fisher Scientific Inc.
ATO / Atmos Energy Corporation
NKE / NIKE, Inc.
YUM / Yum! Brands, Inc.
NOC / Northrop Grumman Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
DUK / Duke Energy Corporation
U / Unity Software Inc.
GOOGL / Alphabet Inc.
ADP / Automatic Data Processing, Inc.
HUM / Humana Inc.
CRWD / CrowdStrike Holdings, Inc.
XOM / Exxon Mobil Corporation
LMT / Lockheed Martin Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AUUDW / Auddia Inc. - Equity Warrant
/ EXCHANGE-TRADED FUND
NJAN / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
MUB / iShares Trust - iShares National Muni Bond ETF
DOW / Dow Inc.
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CEQP / Crestwood Equity Partners LP - Unit
KPLT / Katapult Holdings, Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
APD / Air Products and Chemicals, Inc.
QCOM / QUALCOMM Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPR / Spirit AeroSystems Holdings, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GBF / iShares Trust - iShares Government/Credit Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
UNCY / Unicycive Therapeutics, Inc.
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
DVY / iShares Trust - iShares Select Dividend ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MMP / Magellan Midstream Partners L.P.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
REPH / Societal CDMO Inc
MBB / iShares Trust - iShares MBS ETF
CP / Canadian Pacific Kansas City Limited
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
INTU / Intuit Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FDTS / First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FEMS / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets Small Cap AlphaDEX Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PAR / PAR Technology Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CDEV / Centennial Resource Development Inc. - Class A
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CAT / Caterpillar Inc.
APA / APA Corporation
GS / The Goldman Sachs Group, Inc.
ADM / Archer-Daniels-Midland Company
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MOS / The Mosaic Company
TREX / Trex Company, Inc.
VYNT / Vyant Bio, Inc.
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
CCI / Crown Castle Inc.
MA / Mastercard Incorporated
DE / Deere & Company
JPM / JPMorgan Chase & Co.
HQY / HealthEquity, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MDLZ / Mondelez International, Inc.
GUT / The Gabelli Utility Trust
IWV / iShares Trust - iShares Russell 3000 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
WMB / The Williams Companies, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
MDT / Medtronic plc
CCOR / Listed Funds Trust - Core Alternative ETF
CFB / CrossFirst Bankshares, Inc.
CGTX / Cognition Therapeutics, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
MDY / SPDR S&P MidCap 400 ETF Trust
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
ITW / Illinois Tool Works Inc.
GD / General Dynamics Corporation
RF / Regions Financial Corporation
CHD / Church & Dwight Co., Inc.
COF / Capital One Financial Corporation
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
NVDA / NVIDIA Corporation
ETN / Eaton Corporation plc
TT / Trane Technologies plc
HTLF / Heartland Financial USA, Inc.
LOW / Lowe's Companies, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
KR / The Kroger Co.
TSLA / Tesla, Inc.
C / Citigroup Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VZ / Verizon Communications Inc.
LUV / Southwest Airlines Co.
TD / The Toronto-Dominion Bank
LULU / lululemon athletica inc.
CTRA / Coterra Energy Inc.
ENB / Enbridge Inc.
MRK / Merck & Co., Inc.
ARCC / Ares Capital Corporation
BA / The Boeing Company
CNC / Centene Corporation
UMBF / UMB Financial Corporation
ECVT / Ecovyst Inc.
MDB / MongoDB, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
ADBE / Adobe Inc.
CBSH / Commerce Bancshares, Inc.
D / Dominion Energy, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SERA / Sera Prognostics, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EMR / Emerson Electric Co.
NEE / NextEra Energy, Inc.
TROW / T. Rowe Price Group, Inc.
LLY / Eli Lilly and Company
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AVGO / Broadcom Inc.
META / Meta Platforms, Inc.
DHI / D.R. Horton, Inc.
AMT / American Tower Corporation
C.WSA / Citigroup, Inc.
INCY / Incyte Corporation
GLW / Corning Incorporated
BWA / BorgWarner Inc.
APH / Amphenol Corporation
CVS / CVS Health Corporation
OCUP / Opus Genetics, Inc.
WBA / Walgreens Boots Alliance, Inc.
SPGI / S&P Global Inc.
ODFL / Old Dominion Freight Line, Inc.
LUMN / Lumen Technologies, Inc.
MGPI / MGP Ingredients, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SYY / Sysco Corporation
SQ / Block, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
WFC / Wells Fargo & Company
ZTS / Zoetis Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TXN / Texas Instruments Incorporated
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
KHC / The Kraft Heinz Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
HGEN / Humanigen, Inc.
ABBV / AbbVie Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LRCX / Lam Research Corporation
VLO / Valero Energy Corporation
ECL / Ecolab Inc.
FCX / Freeport-McMoRan Inc.
MCHP / Microchip Technology Incorporated
JNJ / Johnson & Johnson
CSCO / Cisco Systems, Inc.
DVN / Devon Energy Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
PANW / Palo Alto Networks, Inc.
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
CSQ / Calamos Strategic Total Return Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
GLD / SPDR Gold Trust
JLL / Jones Lang LaSalle Incorporated
NKTR / Nektar Therapeutics
WDAY / Workday, Inc.
CSL / Carlisle Companies Incorporated
CLX / The Clorox Company
SBUX / Starbucks Corporation
DHT / DHT Holdings, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SO / The Southern Company
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RMT / Royce Micro-Cap Trust, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
UPS / United Parcel Service, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BRK.B / Berkshire Hathaway Inc.
DIS / The Walt Disney Company
CME / CME Group Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TEL / TE Connectivity plc
COP / ConocoPhillips
DUSA / Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
DFFN / Diffusion Pharmaceuticals Inc
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EW / Edwards Lifesciences Corporation
HOOD / Robinhood Markets, Inc.
TMUS / T-Mobile US, Inc.
GM / General Motors Company
UNP / Union Pacific Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
NFLX / Netflix, Inc.
CMCSA / Comcast Corporation
MPC / Marathon Petroleum Corporation
NEWR / New Relic Inc
COST / Costco Wholesale Corporation
DKNG / DraftKings Inc.
GPRK / GeoPark Limited
BAC / Bank of America Corporation
CHRW / C.H. Robinson Worldwide, Inc.
AMGN / Amgen Inc.
NSC / Norfolk Southern Corporation
PEP / PepsiCo, Inc.
VRSN / VeriSign, Inc.
FANG / Diamondback Energy, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
MDU / MDU Resources Group, Inc.
FOVAX / First Trust Series Fund - First Trust/Confluence Small Cap Value Fund Class A
VUG / Vanguard Index Funds - Vanguard Growth ETF
BE / Bloom Energy Corporation
ORLY / O'Reilly Automotive, Inc.
FSK / FS KKR Capital Corp.
FUND / Sprott Focus Trust, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RGT / Royce Global Trust, Inc.
EMF / Templeton Emerging Markets Fund
BPMP / BP Midstream Partners LP - Unit
NAD / Nuveen Quality Municipal Income Fund
JOF / Japan Smaller Capitalization Fund, Inc.
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
EVRG / Evergy, Inc.
YETI / YETI Holdings, Inc.
ABT / Abbott Laboratories
SIRI / Sirius XM Holdings Inc.
TTC / The Toro Company
TGT / Target Corporation
RTX / RTX Corporation
NLY / Annaly Capital Management, Inc.
EIX / Edison International
EFA / iShares Trust - iShares MSCI EAFE ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PHDG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco S&P 500 Downside Hedged ETF
SLV / iShares Silver Trust
BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
CHI / Calamos Convertible Opportunities and Income Fund
USB / U.S. Bancorp
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
ABC / Amerisource Bergen Corp.
FNV / Franco-Nevada Corporation
UNH / UnitedHealth Group Incorporated
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
HON / Honeywell International Inc.
CERN / Cerner Corp.
MDWT / Midwest Holding Inc.
CARR / Carrier Global Corporation
FTNT / Fortinet, Inc.
PG / The Procter & Gamble Company
CMG / Chipotle Mexican Grill, Inc.
BMY / Bristol-Myers Squibb Company
PXD / Pioneer Natural Resources Company
SONO / Sonos, Inc.
DHR / Danaher Corporation
INTC / Intel Corporation
AMP / Ameriprise Financial, Inc.
CNR / Core Natural Resources, Inc.
YUMC / Yum China Holdings, Inc.
JNCE / Jounce Therapeutics Inc
ADI / Analog Devices, Inc.
IDXX / IDEXX Laboratories, Inc.
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
BRK.A / Berkshire Hathaway Inc.
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ET / Energy Transfer LP - Limited Partnership
STZ / Constellation Brands, Inc.
BSY / Bentley Systems, Incorporated
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
CGC / Canopy Growth Corporation
RTLR / Rattler Midstream Lp - Unit
VEEV / Veeva Systems Inc.
WK / Workiva Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PLTR / Palantir Technologies Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
PHYS / Sprott Physical Gold Trust
DFNL / Davis Fundamental ETF Trust - Davis Select Financial ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
PRU / Prudential Financial, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PSX / Phillips 66
NOW / ServiceNow, Inc.
HBAN / Huntington Bancshares Incorporated
TRV / The Travelers Companies, Inc.
CI / The Cigna Group
BXMT / Blackstone Mortgage Trust, Inc.
SLQT / SelectQuote, Inc.
CURO / CURO Group Holdings Corp.
GILD / Gilead Sciences, Inc.
ADPT / Adaptive Biotechnologies Corporation
CRM / Salesforce, Inc.
HSY / The Hershey Company
V / Visa Inc.
MO / Altria Group, Inc.
F / Ford Motor Company
POOL / Pool Corporation
HCA / HCA Healthcare, Inc.
ORCL / Oracle Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AXP / American Express Company
FISV / Fiserv, Inc.
OKE / ONEOK, Inc.
PCTY / Paylocity Holding Corporation
WM / Waste Management, Inc.
MS / Morgan Stanley
IBM / International Business Machines Corporation
AMZN / Amazon.com, Inc.
KMB / Kimberly-Clark Corporation
NMTR / 9 Meters Biopharma Inc
CFFN / Capitol Federal Financial, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
NET / Cloudflare, Inc.
VBIV / VBI Vaccines Inc.
GOOGL / Alphabet Inc.
DOW / Dow Inc.
AMD / Advanced Micro Devices, Inc.
AAPL / Apple Inc.
HD / The Home Depot, Inc.
AEP / American Electric Power Company, Inc.
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RVT / Royce Small-Cap Trust, Inc.
WSO / Watsco, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CMI / Cummins Inc.
BGS / B&G Foods, Inc.
K / Kellanova
CELC / Celcuity Inc.
T / AT&T Inc.
GPC / Genuine Parts Company
IP / International Paper Company
GIS / General Mills, Inc.
SCHW / The Charles Schwab Corporation
NWL / Newell Brands Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
CVX / Chevron Corporation
SPY / SPDR S&P 500 ETF
CAG / Conagra Brands, Inc.
CL / Colgate-Palmolive Company
MSFT / Microsoft Corporation