Market Value590,851,000
Total Holdings477
File Date2019-11-13
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
SPH / Suburban Propane Partners, L.P. - Limited Partnership
FDX / FedEx Corporation
BCEXF / BCE Inc. - Preferred Stock
ACHC / Acadia Healthcare Company, Inc.
WELL / Welltower Inc.
MCK / McKesson Corporation
DDD / 3D Systems Corporation
HPQ / HP Inc.
PRU / Prudential Financial, Inc.
PGEN / Precigen, Inc.
AMAT / Applied Materials, Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
NWL / Newell Brands Inc.
CTAS / Cintas Corporation
D / Dominion Energy, Inc.
SWKS / Skyworks Solutions, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DEW / WisdomTree Trust - WisdomTree Global High Dividend Fund
WES / Western Midstream Partners, LP - Limited Partnership
AVNS / Avanos Medical, Inc.
CAT / Caterpillar Inc.
WEC / WEC Energy Group, Inc.
WM / Waste Management, Inc.
HD / The Home Depot, Inc.
CGC / Canopy Growth Corporation
KO / The Coca-Cola Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
AKAM / Akamai Technologies, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NEWR / New Relic Inc
US1182301010 / Buckeye Partners, L.P.
US0549371070 / BB&T Corp.
BLL / Ball Corp.
SU / Suncor Energy Inc.
WST / West Pharmaceutical Services, Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
QQQ / Invesco QQQ Trust, Series 1
BRK.A / Berkshire Hathaway Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EL / The Estée Lauder Companies Inc.
GLD / SPDR Gold Trust
BAC / Bank of America Corporation
MMP / Magellan Midstream Partners L.P.
EFAD / ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
OEF / iShares Trust - iShares S&P 100 ETF
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MDLZ / Mondelez International, Inc.
SJM / The J. M. Smucker Company
KMI / Kinder Morgan, Inc.
BMO / Bank of Montreal
ET / Energy Transfer LP - Limited Partnership
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
CP / Canadian Pacific Kansas City Limited
EFSC / Enterprise Financial Services Corp
V / Visa Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
MKC / McCormick & Company, Incorporated
STZ / Constellation Brands, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ZTS / Zoetis Inc.
DNP / DNP Select Income Fund Inc.
NEE / NextEra Energy, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
OZK / Bank OZK
IWD / iShares Trust - iShares Russell 1000 Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
JPS / Nuveen Preferred & Income Securities Fund
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
MPLX / MPLX LP - Limited Partnership
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ENB / Enbridge Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SFNC / Simmons First National Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AMSWA / American Software Inc. - Class A
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BAH / Booz Allen Hamilton Holding Corporation
BAM / Brookfield Asset Management Ltd.
SBAC / SBA Communications Corporation
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
INDA / iShares Trust - iShares MSCI India ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
COP / ConocoPhillips
MGP / MGM Growth Properties LLC - Class A
OKTA / Okta, Inc.
OKTA / Okta, Inc. Call
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
QLD / ProShares Trust - ProShares Ultra QQQ
IWB / iShares Trust - iShares Russell 1000 ETF
USB / U.S. Bancorp
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NLY / Annaly Capital Management, Inc.
GS / The Goldman Sachs Group, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SSO / ProShares Trust - ProShares Ultra S&P500
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
MCHI / iShares Trust - iShares MSCI China ETF
AVGO / Broadcom Inc.
TXN / Texas Instruments Incorporated
AJG / Arthur J. Gallagher & Co.
LLY / Eli Lilly and Company
MDT / Medtronic plc
MMM / 3M Company
EEB / Invesco BRIC ETF
UGI / UGI Corporation
ILMN / Illumina, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
SCHW / The Charles Schwab Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
TRU / TransUnion
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TGT / Target Corporation
AON / Aon plc
NSC / Norfolk Southern Corporation
EPC / Edgewell Personal Care Company
PENN / PENN Entertainment, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
RDS.B / Shell Plc - ADR
COO / The Cooper Companies, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
LVS / Las Vegas Sands Corp.
LBTYA / Liberty Global Ltd.
CRM / Salesforce, Inc.
ZAYO / Zayo Group Holdings, Inc.
ORCL / Oracle Corporation
KKR / KKR & Co. Inc.
POPE / Pope Resources, L.P.
FNLC / The First Bancorp, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ATRS / Antares Pharma Inc
APLE / Apple Hospitality REIT, Inc.
AVP / Avon Products, Inc. Call
BRX / Brixmor Property Group Inc.
CRON / Cronos Group Inc. Call
SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt (Common Stock)
PKI / Revvity Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DTE / DTE Energy Company
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
/ Benefytt Technologies Inc
MMC / Marsh & McLennan Companies, Inc.
PBH / Prestige Consumer Healthcare Inc.
TWLO / Twilio Inc.
TELL / Tellurian Inc.
TWLO / Twilio Inc. Call
XEL / Xcel Energy Inc.
OPK / OPKO Health, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
GRPN / Groupon, Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
BA / The Boeing Company Call
HRL / Hormel Foods Corporation
PEP / PepsiCo, Inc.
DOW / Dow Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VLY / Valley National Bancorp
UNIT / Unity Group LLC
ALGN / Align Technology, Inc.
ED / Consolidated Edison, Inc.
NLSN / Nielsen Holdings plc
MET / MetLife, Inc.
HSY / The Hershey Company
US3024451011 / FLIR Systems, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
US00770F1049 / Aegion Corp
ANGI / Angi Inc.
CBOE / Cboe Global Markets, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
WFC / Wells Fargo & Company
GILD / Gilead Sciences, Inc.
STGW / Stagwell Inc.
EVH / Evolent Health, Inc.
LOW / Lowe's Companies, Inc.
MSFT / Microsoft Corporation
MIC / Macquarie Infrastructure Holdings LLC - Units
BAC.PRL / Bank of America Corporation - Preferred Stock
SYK / Stryker Corporation
CMCSA / Comcast Corporation
SHOP / Shopify Inc.
NNN / NNN REIT, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
DRI / Darden Restaurants, Inc.
ABB / ABB Ltd. - ADR
RTX / RTX Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NTRS / Northern Trust Corporation
EW / Edwards Lifesciences Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
HEP / Holly Energy Partners L.P. - Unit
018490100 / Allergan plc
SNAP / Snap Inc.
MA / Mastercard Incorporated
DPLO / Diplomat Pharmacy, Inc.
NTCT / NetScout Systems, Inc.
OKE / ONEOK, Inc.
WPC / W. P. Carey Inc.
TTWO / Take-Two Interactive Software, Inc.
MHY2745C1021 / Golar LNG Partners LP
APU / AmeriGas Partners, L.P.
WP / Worldpay, Inc.
RTN / Raytheon Co.
US2655041000 / Dunkin' Brands Group, Inc.
TSS / Total System Services, Inc.
US0325111070 / Anadarko Petroleum Corp.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ANDV / Andeavor Corp.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
RACE / Ferrari N.V.
SQ / Block, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
DXC / DXC Technology Company
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
NKE / NIKE, Inc.
FCPT / Four Corners Property Trust, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
GPN / Global Payments Inc.
WMB / The Williams Companies, Inc.
CERN / Cerner Corp.
XOM / Exxon Mobil Corporation
CMS / CMS Energy Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
LXP.PRC / LXP Industrial Trust - Preferred Stock
INTC / Intel Corporation
PRMW / Primo Water Corporation
APD / Air Products and Chemicals, Inc.
NVDA / NVIDIA Corporation
ABT / Abbott Laboratories
HDV / iShares Trust - iShares Core High Dividend ETF
CI / The Cigna Group
BRK.B / Berkshire Hathaway Inc.
CNC / Centene Corporation
WTRG / Essential Utilities, Inc.
JJSF / J&J Snack Foods Corp.
ADP / Automatic Data Processing, Inc.
PPL / PPL Corporation
MTZ / MasTec, Inc.
WCN / Waste Connections, Inc.
FTNT / Fortinet, Inc.
CYBR / CyberArk Software Ltd.
DK / Delek US Holdings, Inc.
BHC / Bausch Health Companies Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SDS / ProShares Trust - ProShares UltraShort S&P500
904784709 / Unilever N.V.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
US33812L1026 / Fitbit Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
FUN / Six Flags Entertainment Corporation
AABA / Altaba Inc
BBH / VanEck ETF Trust - VanEck Biotech ETF
19041P105 / CBS Corp.
SH / ProShares Trust - ProShares Short S&P500
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
PPG / PPG Industries, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NVDA / NVIDIA Corporation Call
US7153471005 / Perspecta Inc
CHD / Church & Dwight Co., Inc.
DUK / Duke Energy Corporation
/ Wyndham Destinations, Inc.
OMC / Omnicom Group Inc.
ALC / Alcon Inc.
CVX / Chevron Corporation
ALK / Alaska Air Group, Inc.
TMUS / T-Mobile US, Inc.
PFE / Pfizer Inc.
BX / Blackstone Inc.
LBRDA / Liberty Broadband Corporation
C / Citigroup Inc.
AAPL / Apple Inc.
AAPL / Apple Inc. Call
IRM / Iron Mountain Incorporated
NFG / National Fuel Gas Company
IVE / iShares Trust - iShares S&P 500 Value ETF
CTVA / Corteva, Inc.
LEA / Lear Corporation
LDOS / Leidos Holdings, Inc.
FTV / Fortive Corporation
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
MRVL / Marvell Technology, Inc. Call
AMGN / Amgen Inc.
CFMS / Conformis Inc.
PGR / The Progressive Corporation
IT / Gartner, Inc.
UYG / ProShares Trust - ProShares Ultra Financials
VHT / Vanguard World Fund - Vanguard Health Care ETF
AVY / Avery Dennison Corporation
CWCO / Consolidated Water Co. Ltd.
WY / Weyerhaeuser Company
IBM / International Business Machines Corporation
LBRDK / Liberty Broadband Corporation
YUMC / Yum China Holdings, Inc.
GE / General Electric Company
ADBE / Adobe Inc.
AMT / American Tower Corporation
BMY / Bristol-Myers Squibb Company
GOOG / Alphabet Inc.
FANG / Diamondback Energy, Inc.
SPLK / Splunk Inc.
TWTR / Twitter Inc
CHKP / Check Point Software Technologies Ltd.
INSG / Inseego Corp.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
LMT / Lockheed Martin Corporation
PAYX / Paychex, Inc.
EA / Electronic Arts Inc.
HSIC / Henry Schein, Inc.
LBTYK / Liberty Global Ltd.
XLNX / Xilinx, Inc.
ULTA / Ulta Beauty, Inc.
RYT / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Technology ETF
EXC / Exelon Corporation
PVH / PVH Corp.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
C.WSA / Citigroup, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SHOP / Shopify Inc. Call
IR / Ingersoll Rand Inc.
AVNT / Avient Corporation
TMO / Thermo Fisher Scientific Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
KHC / The Kraft Heinz Company
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
IDXX / IDEXX Laboratories, Inc.
HBI / Hanesbrands Inc.
BDX / Becton, Dickinson and Company
DG / Dollar General Corporation
ESI / Element Solutions Inc
SLB / Schlumberger Limited
CL / Colgate-Palmolive Company
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
AWK / American Water Works Company, Inc.
SPGI / S&P Global Inc.
CBSH / Commerce Bancshares, Inc.
CSCO / Cisco Systems, Inc.
CLX / The Clorox Company
REGN / Regeneron Pharmaceuticals, Inc.
TJX / The TJX Companies, Inc.
DLR / Digital Realty Trust, Inc.
INDT / INDUS Realty Trust Inc
SYY / Sysco Corporation
TRV / The Travelers Companies, Inc.
GEL / Genesis Energy, L.P. - Limited Partnership
ECL / Ecolab Inc.
IBKC / IBERIABANK Corp.
STWD / Starwood Property Trust, Inc.
PANW / Palo Alto Networks, Inc.
ATVI / Activision Blizzard Inc
ETN / Eaton Corporation plc
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
DHR / Danaher Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
BKNG / Booking Holdings Inc.
CVS / CVS Health Corporation
COST / Costco Wholesale Corporation
SBUX / Starbucks Corporation
WMT / Walmart Inc.
PEAK / Healthpeak Properties, Inc.
FAF / First American Financial Corporation
ANET / Arista Networks Inc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PKG / Packaging Corporation of America
SPLK / Splunk Inc. Call
WRK / WestRock Company
ASIX / AdvanSix Inc.
AME / AMETEK, Inc.
GD / General Dynamics Corporation
ABBV / AbbVie Inc.
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
ISRG / Intuitive Surgical, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ZS / Zscaler, Inc.
TRGP / Targa Resources Corp.
ZBH / Zimmer Biomet Holdings, Inc.
FSK / FS KKR Capital Corp.
NGG / National Grid plc - Depositary Receipt (Common Stock)
ENR / Energizer Holdings, Inc.
MRK / Merck & Co., Inc.
XYL / Xylem Inc.
ITW / Illinois Tool Works Inc.
RVT / Royce Small-Cap Trust, Inc.
AMZN / Amazon.com, Inc.
CSX / CSX Corporation
LHX / L3Harris Technologies, Inc.
JNJ / Johnson & Johnson
UNH / UnitedHealth Group Incorporated
K / Kellanova
EQIX / Equinix, Inc.
MPC / Marathon Petroleum Corporation
HON / Honeywell International Inc.
MGM / MGM Resorts International
DIS / The Walt Disney Company
KMB / Kimberly-Clark Corporation
ICE / Intercontinental Exchange, Inc.
AEF / abrdn Emerging Markets ex-China Fund, Inc.
DRRX / DURECT Corporation
AXP / American Express Company
BA / The Boeing Company
PM / Philip Morris International Inc.
NFLX / Netflix, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AMCR / Amcor plc
RMD / ResMed Inc.
YUM / Yum! Brands, Inc.
OXY / Occidental Petroleum Corporation
QCOM / QUALCOMM Incorporated
DHI / D.R. Horton, Inc.
CNI / Canadian National Railway Company
EOG / EOG Resources, Inc.
WH / Wyndham Hotels & Resorts, Inc.
FIS / Fidelity National Information Services, Inc.
CAG / Conagra Brands, Inc.
CB / Chubb Limited
BAX / Baxter International Inc.
PSX / Phillips 66
NOW / ServiceNow, Inc.
NOW / ServiceNow, Inc. Call
CMI / Cummins Inc.
EMR / Emerson Electric Co.
GLW / Corning Incorporated
CRL / Charles River Laboratories International, Inc.
CELG / Celgene Corp.
AEP / American Electric Power Company, Inc.
LIN / Linde plc
PG / The Procter & Gamble Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
VZ / Verizon Communications Inc.
MU / Micron Technology, Inc.
CCI / Crown Castle Inc.
GIS / General Mills, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SO / The Southern Company
FICO / Fair Isaac Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
NLOK / NortonLifeLock Inc
MO / Altria Group, Inc.
GOOGL / Alphabet Inc.
DOW / Dow Inc.
PYPL / PayPal Holdings, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
T / AT&T Inc.
VGM / Invesco Trust for Investment Grade Municipals
HCA / HCA Healthcare, Inc.
TSLA / Tesla, Inc.
META / Meta Platforms, Inc.
META / Meta Platforms, Inc. Call
EFA / iShares Trust - iShares MSCI EAFE ETF
JPM / JPMorgan Chase & Co.
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
SPY / SPDR S&P 500 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ACN / Accenture plc
MS / Morgan Stanley
UNP / Union Pacific Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AMC / AMC Entertainment Holdings, Inc.