Market Value108,121,000
Total Holdings535
File Date2019-04-04
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)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PAYX / Paychex, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ES / Eversource Energy
SYY / Sysco Corporation
CTSO / Cytosorbents Corporation
FTEK / Fuel Tech, Inc.
04685W103 / athenahealth, Inc.
MHK / Mohawk Industries, Inc.
US87233Q1085 / TC Pipelines, LP
VSM / Versum Materials, Inc.
KBR / KBR, Inc.
ESGC / Eros STX Global Corporation - Class A
PMD / Psychemedics Corporation
CRC / California Resources Corporation
ARNC / Arconic Corporation
CELG / Celgene Corp.
WDAY / Workday, Inc.
ADNT / Adient plc
IAU / iShares Gold Trust
PG / The Procter & Gamble Company
OHAI / OHA Investment Corporation
/ TD AmeriTrade Holding Corp.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ALB / Albemarle Corporation
GOOG / Alphabet Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
HTLF / Heartland Financial USA, Inc.
X / United States Steel Corporation
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AX / Axos Financial, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
US33812L1026 / Fitbit Inc.
SMG / The Scotts Miracle-Gro Company
ETN / Eaton Corporation plc
LIN / Linde plc
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PRLB / Proto Labs, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SYBT / Stock Yards Bancorp, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
AL / Air Lease Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
NMRK / Newmark Group, Inc.
MAN / ManpowerGroup Inc.
SQ / Block, Inc.
GEO / The GEO Group, Inc.
GIS / General Mills, Inc.
JCI / Johnson Controls International plc
TMDI / Titan Medical Inc
WM / Waste Management, Inc.
KKR / KKR & Co. Inc.
ROK / Rockwell Automation, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
ALGN / Align Technology, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
UAL / United Airlines Holdings, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IPE / SPDR Barclays TIPS ETF
JWN / Nordstrom, Inc.
PODD / Insulet Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
SPOT / Spotify Technology S.A.
PAYC / Paycom Software, Inc.
REZI / Resideo Technologies, Inc.
JBL / Jabil Inc.
SLV / iShares Silver Trust
OXY / Occidental Petroleum Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PSX / Phillips 66
ACN / Accenture plc
CI / The Cigna Group
AMGN / Amgen Inc.
AWK / American Water Works Company, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
HRL / Hormel Foods Corporation
QCOM / QUALCOMM Incorporated
MAIN / Main Street Capital Corporation
SSYS / Stratasys Ltd.
RCL / Royal Caribbean Cruises Ltd.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
0PP / Portola Pharmaceuticals Inc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ADBE / Adobe Inc.
GE / General Electric Company
AVT / Avnet, Inc.
FDX / FedEx Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
TROW / T. Rowe Price Group, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ABBV / AbbVie Inc.
WPM / Wheaton Precious Metals Corp.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
EVG / Eaton Vance Short Duration Diversified Income Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
STE / STERIS plc
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
BR / Broadridge Financial Solutions, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
INDA / iShares Trust - iShares MSCI India ETF
SRPT / Sarepta Therapeutics, Inc.
TXT / Textron Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HOG / Harley-Davidson, Inc.
EXC / Exelon Corporation
DLTR / Dollar Tree, Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
NVCR / NovoCure Limited
AMZN / Amazon.com, Inc.
ANTM / Anthem Inc
DIS / The Walt Disney Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
AXP / American Express Company
CHX / ChampionX Corporation
VIEIX / Vanguard Index Funds - Vanguard Index Trust Extended Market Index Fund Institutional
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
DTE / DTE Energy Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
POOL / Pool Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SHOP / Shopify Inc.
NDAQ / Nasdaq, Inc.
SR / Spire Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
ARCC / Ares Capital Corporation
KO / The Coca-Cola Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IDCC / InterDigital, Inc.
NUE / Nucor Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
META / Meta Platforms, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
D / Dominion Energy, Inc.
LVS / Las Vegas Sands Corp.
WMT / Walmart Inc.
AA / Alcoa Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IRBT / iRobot Corporation
VIAV / Viavi Solutions Inc.
NRZ / New Residential Investment Corp
JAZZ / Jazz Pharmaceuticals plc
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
UNH / UnitedHealth Group Incorporated
GILD / Gilead Sciences, Inc.
CL / Colgate-Palmolive Company
ED / Consolidated Edison, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
US0268741560 / American International Group, Inc. Warrants
BXMX / Nuveen S&P 500 Buy-Write Income Fund
CY / Cypress Semiconductor Corp.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
CLR / Continental Resources Inc (OKLA)
CSII / Cardiovascular Systems Inc.
GAB / The Gabelli Equity Trust Inc.
US0325111070 / Anadarko Petroleum Corp.
RTN / Raytheon Co.
AMLP / ALPS ETF Trust - Alerian MLP ETF
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MIC / Macquarie Infrastructure Holdings LLC - Units
OWE / Obsidian Energy Ltd.
ODFL / Old Dominion Freight Line, Inc.
XCEMX / Clearbridge Energy MLP Fund Inc
34385PAA6 / Fluidigm Corp. Bond
GSK / GSK plc - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
ZUO / Zuora, Inc.
GPRO / GoPro, Inc.
LOB / Live Oak Bancshares, Inc.
SCCO / Southern Copper Corporation
HTA / Healthcare Realty Trust Inc - Class A
APTV / Aptiv PLC
PYPL / PayPal Holdings, Inc.
OSTK / Overstock.com Inc
VIAB / Viacom, Inc.
EPHE / iShares Trust - iShares MSCI Philippines ETF
US3021041047 / ExOne Co
CSQ / Calamos Strategic Total Return Fund
MDSO / Medidata Solutions, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
XLNX / Xilinx, Inc.
MUX / McEwen Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IGA / Voya Global Advantage and Premium Opportunity Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VMW / Vmware Inc. - Class A
GERN / Geron Corporation
US92343XAA81 / Verint Systems, Inc. 1.5% Bond Due 6/1/2021
ASXC / Asensus Surgical, Inc.
FRC / First Republic Bank
SEEL / Seelos Therapeutics, Inc.
VC / Visteon Corporation
BGCP / BGC Partners Inc - Class A
VIRX / Viracta Therapeutics, Inc.
/ Pier 1 Imports, Inc.
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
FDUS / Fidus Investment Corporation
US00C4U1L353 / Mylan N.V.
VTSI / VirTra, Inc.
EBAY / eBay Inc.
CRM / Salesforce, Inc.
LRCX / Lam Research Corporation
C.WSA / Citigroup, Inc.
HKRS / Halcon Resources Corp.
AABA / Altaba Inc
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
CREE / Cree, Inc.
LPTH / LightPath Technologies, Inc.
LLL / JX Luxventure Limited
US67020YAF79 / Nuance Communications, Inc. 2.75% Bond Due 11/1/2031
EWA / iShares, Inc. - iShares MSCI Australia ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
JCP / J.C. Penney Co., Inc.
MFC BANCORP LTD / USD MFC SHS (G60630103)
IGOV / iShares Trust - iShares International Treasury Bond ETF
MD / Pediatrix Medical Group, Inc.
ODP / The ODP Corporation
CCD / Calamos Dynamic Convertible and Income Fund
14161H108 / Cardtronics PLC
/ Delphi Technologies PLC
WFT / Weatherford International plc
US88163VAE92 / Teva Pharmaceutical Fin Llc Bond
SIVB / SVB Financial Group
NOW / ServiceNow, Inc.
LNG / Cheniere Energy, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CERN / Cerner Corp.
OAK / Oaktree Capital Group, LLC
WORLD GOLD TR / SPDR GLD MINIS (98149E208)
INVESCO QQQ TR / UNIT SER 1 (04609E107)
CDK / CDK Global Inc
CFMS / Conformis Inc.
NCR / NCR Corp.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
IAC / IAC Inc.
KORS / Michael Kors Holdings Ltd.
84649PAL9 / Spansion Llc Bond
EVLO / Evelo Biosciences, Inc.
HSDT / Helius Medical Technologies, Inc.
440543AN6 / Hornbeck Offshore Services, Inc. Bond
AAIC / Arlington Asset Investment Corp - Class A
AGI / Alamos Gold Inc.
PGEN / Precigen, Inc.
NEPT / Neptune Wellness Solutions Inc.
NFX / Newfield Exploration Company
STKL / SunOpta Inc.
BKN / BlackRock Investment Quality Municipal Trust Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
EET / ProShares Trust - ProShares Ultra MSCI Emerging Markets
PBYI / Puma Biotechnology, Inc.
US2241221017 / Craft Brew Alliance, Inc.
US29266S3040 / Endologix, Inc.
INSY / Insys Therapeutics Inc.
EWS / iShares, Inc. - iShares MSCI Singapore ETF
ORA / Ormat Technologies, Inc.
CCJ / Cameco Corporation
PRA / ProAssurance Corporation
IBM / International Business Machines Corporation
NXPI / NXP Semiconductors N.V.
ABT / Abbott Laboratories
KMI / Kinder Morgan, Inc.
V / Visa Inc.
DHI / D.R. Horton, Inc.
KMB / Kimberly-Clark Corporation
PEP / PepsiCo, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
C / Citigroup Inc.
LBRDA / Liberty Broadband Corporation
MAS / Masco Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NSC / Norfolk Southern Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SF / Stifel Financial Corp.
OSK / Oshkosh Corporation
EOG / EOG Resources, Inc.
ACB / Aurora Cannabis Inc.
TSLA / Tesla, Inc.
COST / Costco Wholesale Corporation
VFINX / Vanguard Index Funds - Vanguard Index Trust 500 Index Fund
DPZ / Domino's Pizza, Inc.
FCX / Freeport-McMoRan Inc.
UPS / United Parcel Service, Inc.
JPM / JPMorgan Chase & Co.
VLO / Valero Energy Corporation
BSX / Boston Scientific Corporation
WDC / Western Digital Corporation
KR / The Kroger Co.
ICLN / iShares Trust - iShares Global Clean Energy ETF
TMUS / T-Mobile US, Inc.
DE / Deere & Company
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
CVX / Chevron Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AMG / Affiliated Managers Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ATVI / Activision Blizzard Inc
GD / General Dynamics Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SPY / SPDR S&P 500 ETF
PNR / Pentair plc
ILMN / Illumina, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LW / Lamb Weston Holdings, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PRU / Prudential Financial, Inc.
NEM / Newmont Corporation
SPLK / Splunk Inc.
KLXE / KLX Energy Services Holdings, Inc.
VJET / voxeljet AG - Depositary Receipt (Common Stock)
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
EVRG / Evergy, Inc.
ADP / Automatic Data Processing, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
VMGMX / Vanguard Index Funds - Vanguard Mid-Cap Growth Index Fund Admiral
VSIIX / Vanguard Index Funds - Vanguard Small-Cap Value Index Fund Institutional
GOOGL / Alphabet Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CAG / Conagra Brands, Inc.
CE / Celanese Corporation
WEED / Canopy Growth Corporation
APD / Air Products and Chemicals, Inc.
SLB / Schlumberger Limited
T / AT&T Inc.
AMT / American Tower Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
DGP / DB Gold Double Long ETN
TTD / The Trade Desk, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ORCL / Oracle Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LEA / Lear Corporation
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BDX / Becton, Dickinson and Company
AEP / American Electric Power Company, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LOGN / Logitech International S.A.
RTX / RTX Corporation
ENB / Enbridge Inc.
FBHS / Fortune Brands Home & Security Inc
AEF / abrdn Emerging Markets ex-China Fund, Inc.
DOV / Dover Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CHW / Calamos Global Dynamic Income Fund
AVXL / Anavex Life Sciences Corp.
TDC / Teradata Corporation
RSG / Republic Services, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NTR / Nutrien Ltd.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ALGT / Allegiant Travel Company
UNP / Union Pacific Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
WTRG / Essential Utilities, Inc.
LLY / Eli Lilly and Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HD / The Home Depot, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
SIRI / Sirius XM Holdings Inc.
NVT / nVent Electric plc
IVV / iShares Trust - iShares Core S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
YELP / Yelp Inc.
MCD / McDonald's Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
MRK / Merck & Co., Inc.
AVEO / AVEO Pharmaceuticals Inc
NVRO / Nevro Corp.
MPC / Marathon Petroleum Corporation
REET / iShares Trust - iShares Global REIT ETF
NFLX / Netflix, Inc.
VSGIX / Vanguard Index Funds - Vanguard Small-Cap Growth Index Fund Institutional
EPD / Enterprise Products Partners L.P. - Limited Partnership
BRK.B / Berkshire Hathaway Inc.
STLD / Steel Dynamics, Inc.
MRVL / Marvell Technology, Inc.
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
CSCO / Cisco Systems, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
MMM / 3M Company
LYV / Live Nation Entertainment, Inc.
M / Macy's, Inc.
AMD / Advanced Micro Devices, Inc.
GMRE / Global Medical REIT Inc.
BEN / Franklin Resources, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
PM / Philip Morris International Inc.
NEE / NextEra Energy, Inc.
CSX / CSX Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DNB / Dun & Bradstreet Holdings, Inc.
SO / The Southern Company
SWKS / Skyworks Solutions, Inc.
POR / Portland General Electric Company
AXGN / Axogen, Inc.
EA / Electronic Arts Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
PNW / Pinnacle West Capital Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NTRS / Northern Trust Corporation
AKAM / Akamai Technologies, Inc.
IRM / Iron Mountain Incorporated
WHR / Whirlpool Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BA / The Boeing Company
AVNS / Avanos Medical, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
UWM / ProShares Trust - ProShares Ultra Russell2000
BKNG / Booking Holdings Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BMY / Bristol-Myers Squibb Company
OZK / Bank OZK
MDU / MDU Resources Group, Inc.
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
EMN / Eastman Chemical Company
UPWK / Upwork Inc.
MA / Mastercard Incorporated
NKE / NIKE, Inc.
RMR / The RMR Group Inc.
AIG / American International Group, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
XOM / Exxon Mobil Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MELI / MercadoLibre, Inc.
CMI / Cummins Inc.
J / Jacobs Solutions Inc.
GLD / SPDR Gold Trust
GLW / Corning Incorporated
MDLZ / Mondelez International, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
SBUX / Starbucks Corporation
EHC / Encompass Health Corporation
USB / U.S. Bancorp
CMG / Chipotle Mexican Grill, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
PPL / PPL Corporation
YUM / Yum! Brands, Inc.
UAA / Under Armour, Inc.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
HIG / The Hartford Insurance Group, Inc.
COP / ConocoPhillips
MO / Altria Group, Inc.
CVS / CVS Health Corporation
MSI / Motorola Solutions, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CIO / City Office REIT, Inc.
YUMC / Yum China Holdings, Inc.
SAVE / Spirit Airlines, Inc.
MEDP / Medpace Holdings, Inc.
CME / CME Group Inc.
EIX / Edison International
INTC / Intel Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
AMAT / Applied Materials, Inc.
F / Ford Motor Company
EMR / Emerson Electric Co.
DDD / 3D Systems Corporation
PFE / Pfizer Inc.
AAL / American Airlines Group Inc.
TYL / Tyler Technologies, Inc.
ADM / Archer-Daniels-Midland Company
HON / Honeywell International Inc.
BIIB / Biogen Inc.
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
MSFT / Microsoft Corporation
AEE / Ameren Corporation
CAT / Caterpillar Inc.
WFC / Wells Fargo & Company
TRV / The Travelers Companies, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DUK / Duke Energy Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
BBY / Best Buy Co., Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ADSK / Autodesk, Inc.
DOW / Dow Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
WBA / Walgreens Boots Alliance, Inc.
HBI / Hanesbrands Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
UAA / Under Armour, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BK / The Bank of New York Mellon Corporation
AAPL / Apple Inc.
PANW / Palo Alto Networks, Inc.
ANET / Arista Networks Inc
SVXY / ProShares Trust II - ProShares Short VIX Short-Term Futures ETF
NVDA / NVIDIA Corporation
XUTGX / Reaves Utility Income Fund