XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
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GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
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CAT / Caterpillar Inc.
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VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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JPMORGAN CHASE
/ FIXED INCOME (48130CF42) |
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HIMS / Hims & Hers Health, Inc.
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VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
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DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
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IEFA / iShares Trust - iShares Core MSCI EAFE ETF
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US68389XCJ28 / Oracle Corp
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BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
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ORCL / Oracle Corporation
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TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
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BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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QQQ / Invesco QQQ Trust, Series 1
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IYW / iShares Trust - iShares U.S. Technology ETF
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STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
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VUG / Vanguard Index Funds - Vanguard Growth ETF
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UPS / United Parcel Service, Inc.
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DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
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VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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IYK / iShares Trust - iShares U.S. Consumer Staples ETF
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BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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VGT / Vanguard World Fund - Vanguard Information Technology ETF
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DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
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DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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PANW / Palo Alto Networks, Inc.
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MA / Mastercard Incorporated
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VZ / Verizon Communications Inc.
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LRCX / Lam Research Corporation
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GLD / SPDR Gold Trust
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BKNG / Booking Holdings Inc.
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QCOM / QUALCOMM Incorporated
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BKR / Baker Hughes Company
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PM / Philip Morris International Inc.
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PEP / PepsiCo, Inc.
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KO / The Coca-Cola Company
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BA / The Boeing Company
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IFRA / iShares Trust - iShares U.S. Infrastructure ETF
|
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DIS / The Walt Disney Company
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MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
|
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ADI / Analog Devices, Inc.
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NEE / NextEra Energy, Inc.
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V / Visa Inc.
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SCHW / The Charles Schwab Corporation
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VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
|
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SYK / Stryker Corporation
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GS / The Goldman Sachs Group, Inc.
|
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GE / General Electric Company
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ACN / Accenture plc
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SOXX / iShares Trust - iShares Semiconductor ETF
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WFC / Wells Fargo & Company
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SHEL / Shell plc - Depositary Receipt (Common Stock)
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PSA / Public Storage
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IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
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DHR / Danaher Corporation
|
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SIL / Global X Funds - Global X Silver Miners ETF
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RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
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FCX / Freeport-McMoRan Inc.
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USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
|
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HCA / HCA Healthcare, Inc.
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BNDC / FlexShares Trust - FlexShares Core Select Bond Fund
|
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INTC / Intel Corporation
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CMI / Cummins Inc.
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STZ / Constellation Brands, Inc.
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SPY / SPDR S&P 500 ETF
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CSB / Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
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MAS / Masco Corporation
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QMAR / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March
|
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NKTR / Nektar Therapeutics
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ICLN / iShares Trust - iShares Global Clean Energy ETF
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KKUR / ChromoCure, Inc.
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ESS / Essex Property Trust, Inc.
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QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
|
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IDV / iShares Trust - iShares International Select Dividend ETF
|
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FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
|
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IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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EUFN / iShares Trust - iShares MSCI Europe Financials ETF
|
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VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
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JPM / JPMorgan Chase & Co.
|
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EFA / iShares Trust - iShares MSCI EAFE ETF
|
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LLY / Eli Lilly and Company
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EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
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DIVB / iShares Trust - iShares Core Dividend ETF
|
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AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
|
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HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
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MCK / McKesson Corporation
|
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GOOGL / Alphabet Inc.
|
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GNLX / Genelux Corporation
|
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EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
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NFLX / Netflix, Inc.
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FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
|
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VRT / Vertiv Holdings Co
|
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IAU / iShares Gold Trust
|
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DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
|
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GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
|
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ALL / The Allstate Corporation
|
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S / SentinelOne, Inc.
|
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PFE / Pfizer Inc.
|
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UNP / Union Pacific Corporation
|
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SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
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SBUX / Starbucks Corporation
|
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XOM / Exxon Mobil Corporation
|
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CRWD / CrowdStrike Holdings, Inc.
|
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USB / U.S. Bancorp
|
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BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
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|
CARR / Carrier Global Corporation
|
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COST / Costco Wholesale Corporation
|
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|
ICVT / iShares Trust - iShares Convertible Bond ETF
|
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AMGN / Amgen Inc.
|
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ISRG / Intuitive Surgical, Inc.
|
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|
VHT / Vanguard World Fund - Vanguard Health Care ETF
|
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|
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
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|
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
|
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|
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
|
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|
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
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|
TT / Trane Technologies plc
|
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EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
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|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
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|
IBM / International Business Machines Corporation
|
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|
PLD / Prologis, Inc.
|
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|
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
|
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|
NKE / NIKE, Inc.
|
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DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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BRK.B / Berkshire Hathaway Inc.
|
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|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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|
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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|
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
|
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|
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
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|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
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|
AMAT / Applied Materials, Inc.
|
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|
OEF / iShares Trust - iShares S&P 100 ETF
|
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|
VOX / Vanguard World Fund - Vanguard Communication Services ETF
|
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|
ABM / ABM Industries Incorporated
|
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VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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|
SHW / The Sherwin-Williams Company
|
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|
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
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|
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
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COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
|
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META / Meta Platforms, Inc.
|
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BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
|
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IVV / iShares Trust - iShares Core S&P 500 ETF
|
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|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
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|
GILD / Gilead Sciences, Inc.
|
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|
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
|
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|
DIA / SPDR Dow Jones Industrial Average ETF Trust
|
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|
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
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BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
|
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|
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
|
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KR / The Kroger Co.
|
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VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
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|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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|
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
|
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|
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
|
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|
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
|
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|
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
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|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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|
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
|
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|
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
|
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|
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
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|
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
RTX / RTX Corporation
|
|
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|
EBAY / eBay Inc.
|
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|
ADBE / Adobe Inc.
|
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|
MRK / Merck & Co., Inc.
|
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|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
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|
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
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|
UNH / UnitedHealth Group Incorporated
|
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|
PG / The Procter & Gamble Company
|
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|
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
|
|
|
|
|
|
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|
NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
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|
NVDA / NVIDIA Corporation
|
|
|
|
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|
WEC / WEC Energy Group, Inc.
|
|
|
|
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|
INTU / Intuit Inc.
|
|
|
|
|
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|
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
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|
ENPH / Enphase Energy, Inc.
|
|
|
|
|
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|
BAC / Bank of America Corporation
|
|
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|
|
|
|
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
|
|
|
|
|
|
|
|
MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
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|
CSCO / Cisco Systems, Inc.
|
|
|
|
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|
|
HTBK / Heritage Commerce Corp
|
|
|
|
|
|
|
|
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
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|
ROST / Ross Stores, Inc.
|
|
|
|
|
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|
|
MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
VFH / Vanguard World Fund - Vanguard Financials ETF
|
|
|
|
|
|
|
|
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
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|
WELL / Welltower Inc.
|
|
|
|
|
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|
|
IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
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|
DELL / Dell Technologies Inc.
|
|
|
|
|
|
|
|
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
|
|
|
|
|
|
|
|
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
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ABT / Abbott Laboratories
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FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
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DGX / Quest Diagnostics Incorporated
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HALO / Halozyme Therapeutics, Inc.
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PAYX / Paychex, Inc.
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JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
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COR / Cencora, Inc.
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A / Agilent Technologies, Inc.
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FTNT / Fortinet, Inc.
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KLAC / KLA Corporation
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BR / Broadridge Financial Solutions, Inc.
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FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
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IR / Ingersoll Rand Inc.
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EW / Edwards Lifesciences Corporation
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EMR / Emerson Electric Co.
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NRG / NRG Energy, Inc.
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ITT / ITT Inc.
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SCCO / Southern Copper Corporation
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HUBB / Hubbell Incorporated
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HOLX / Hologic, Inc.
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ITW / Illinois Tool Works Inc.
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KEYS / Keysight Technologies, Inc.
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HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
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MMC / Marsh & McLennan Companies, Inc.
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PH / Parker-Hannifin Corporation
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NICE / NICE Ltd. - Depositary Receipt (Common Stock)
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DVY / iShares Trust - iShares Select Dividend ETF
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J / Jacobs Solutions Inc.
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VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
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MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
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SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
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LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
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IDXX / IDEXX Laboratories, Inc.
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SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
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RS / Reliance, Inc.
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MGC / Vanguard World Fund - Vanguard Mega Cap ETF
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VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
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SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
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SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
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IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
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TIP / iShares Trust - iShares TIPS Bond ETF
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ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
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SO / The Southern Company
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IYR / iShares Trust - iShares U.S. Real Estate ETF
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PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
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DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
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MSFT / Microsoft Corporation
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JCI / Johnson Controls International plc
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TSLA / Tesla, Inc.
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MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
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COP / ConocoPhillips
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NTAP / NetApp, Inc.
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LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
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GDX / VanEck ETF Trust - VanEck Gold Miners ETF
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ENPT / Enerpulse Technologies, Inc.
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EMDM / First Trust Exchange-Traded Fund II - First Trust Bloomberg Emerging Market Democracies ETF
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AVGO / Broadcom Inc.
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JNJ / Johnson & Johnson
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ICLO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF
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PLTR / Palantir Technologies Inc.
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WM / Waste Management, Inc.
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PHM / PulteGroup, Inc.
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DUK / Duke Energy Corporation
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IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
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VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
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IYH / iShares Trust - iShares U.S. Healthcare ETF
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OPMZ / 1PM Industries, Inc.
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IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
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BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
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MET / MetLife, Inc.
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CAH / Cardinal Health, Inc.
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SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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RF / Regions Financial Corporation
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CB / Chubb Limited
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LMT / Lockheed Martin Corporation
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TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
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NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
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IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
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IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
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BCLI / Brainstorm Cell Therapeutics Inc.
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THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
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GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
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IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
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AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
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TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
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SNOW / Snowflake Inc.
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AXON / Axon Enterprise, Inc.
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T / AT&T Inc.
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IBIT / iShares Bitcoin Trust ETF
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MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
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QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
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BP / BP p.l.c. - Depositary Receipt (Common Stock)
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IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
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FLOT / iShares Trust - iShares Floating Rate Bond ETF
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IYF / iShares Trust - iShares U.S. Financials ETF
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MPC / Marathon Petroleum Corporation
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HD / The Home Depot, Inc.
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USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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IYE / iShares Trust - iShares U.S. Energy ETF
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SNPS / Synopsys, Inc.
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DGRO / iShares Trust - iShares Core Dividend Growth ETF
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CVX / Chevron Corporation
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GEV / GE Vernova Inc.
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RCL / Royal Caribbean Cruises Ltd.
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PEG / Public Service Enterprise Group Incorporated
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ABBV / AbbVie Inc.
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HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
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AMD / Advanced Micro Devices, Inc.
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MSCI / MSCI Inc.
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AMZN / Amazon.com, Inc.
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WLBA / WESTMORELAND COAL CO
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AXP / American Express Company
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