Market Value329,424,000
Total Holdings598
File Date2022-02-02
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)
MO / Altria Group, Inc.
HEI / HEICO Corporation
CNC / Centene Corporation
RPM / RPM International Inc.
TRV / The Travelers Companies, Inc.
SPG / Simon Property Group, Inc.
CVS / CVS Health Corporation
DTE / DTE Energy Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NSC / Norfolk Southern Corporation
WELL / Welltower Inc.
HSIC / Henry Schein, Inc.
HII / Huntington Ingalls Industries, Inc.
SYY / Sysco Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TJX / The TJX Companies, Inc.
CTAS / Cintas Corporation
ROST / Ross Stores, Inc.
MNMD / Mind Medicine (MindMed) Inc.
AVNS / Avanos Medical, Inc.
SLG / SL Green Realty Corp.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
EXC / Exelon Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SJM / The J. M. Smucker Company
ED / Consolidated Edison, Inc.
SLVM / Sylvamo Corporation
PFG / Principal Financial Group, Inc.
AMGN / Amgen Inc.
OLED / Universal Display Corporation
BKI / Black Knight Inc - Class A
MS / Morgan Stanley
RIVN / Rivian Automotive, Inc.
JNPR / Juniper Networks, Inc.
ABBV / AbbVie Inc.
CSX / CSX Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
COUR / Coursera, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
ICE / Intercontinental Exchange, Inc.
PRU / Prudential Financial, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
WBA / Walgreens Boots Alliance, Inc.
EL / The Estée Lauder Companies Inc.
FSP / Franklin Street Properties Corp.
KMB / Kimberly-Clark Corporation
SHW / The Sherwin-Williams Company
VLO / Valero Energy Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
M / Macy's, Inc.
PPL / PPL Corporation
CWEN / Clearway Energy, Inc.
MMC / Marsh & McLennan Companies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GRBK / Green Brick Partners, Inc.
HOG / Harley-Davidson, Inc.
OGN / Organon & Co.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ENPH / Enphase Energy, Inc.
EMR / Emerson Electric Co.
CCJ / Cameco Corporation
LMND / Lemonade, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
MIDD / The Middleby Corporation
XLNX / Xilinx, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
STKL / SunOpta Inc.
LVS / Las Vegas Sands Corp.
MFGP / Micro Focus International Plc - ADR
YUMC / Yum China Holdings, Inc.
RVLV / Revolve Group, Inc.
HPQ / HP Inc.
DG / Dollar General Corporation
JKHY / Jack Henry & Associates, Inc.
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MRVI / Maravai LifeSciences Holdings, Inc.
DXC / DXC Technology Company
MKSI / MKS Inc.
DRE / Duke Realty Corporation - Preferred Security
PLUG / Plug Power Inc.
US84741T1381 / Special Opportunity Rights
ADI / Analog Devices, Inc.
LYLT.V / Loyalty Ventures Inc
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
/ GLOBAL X VID GAM
/ DIGITAL WORLD AC
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
WST / West Pharmaceutical Services, Inc.
AXP / American Express Company
FRC / First Republic Bank
FRPT / Freshpet, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LRCX / Lam Research Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
PUBM / PubMatic, Inc.
STAG / STAG Industrial, Inc.
JBLU / JetBlue Airways Corporation
RVT / Royce Small-Cap Trust, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
US67077N1063 / Nuveen High Income November 2021 Target Term Fund
GAM / General American Investors Company, Inc.
/ Weight Watchers International, Inc.
GLBE / Global-E Online Ltd.
SPE / Special Opportunities Fund, Inc.
STZ / Constellation Brands, Inc.
BLUE / bluebird bio, Inc.
CDK / CDK Global Inc
ZS / Zscaler, Inc.
AAL / American Airlines Group Inc.
CCI / Crown Castle Inc.
FLGT / Fulgent Genetics, Inc.
NEO / NeoGenomics, Inc.
TSVT / 2seventy bio, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VUZI / Vuzix Corporation
CRUS / Cirrus Logic, Inc.
BEAM / Beam Therapeutics Inc.
VNO / Vornado Realty Trust
EOG / EOG Resources, Inc.
NUAN / Nuance Communications Inc
SLB / Schlumberger Limited
AY / Atlantica Sustainable Infrastructure plc
FVRR / Fiverr International Ltd.
YUM / Yum! Brands, Inc.
KRNT / Kornit Digital Ltd.
MRUS / Merus N.V.
DLB / Dolby Laboratories, Inc.
FTS / Fortis Inc.
NCR / NCR Corp.
MDY / SPDR S&P MidCap 400 ETF Trust
PLUR / Pluri Inc.
MRNA / Moderna, Inc.
KR / The Kroger Co.
ALB / Albemarle Corporation
ENTG / Entegris, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
A / Agilent Technologies, Inc.
ADM / Archer-Daniels-Midland Company
CAH / Cardinal Health, Inc.
UNP / Union Pacific Corporation
BNL / Broadstone Net Lease, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PG / The Procter & Gamble Company
WU / The Western Union Company
NKE / NIKE, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
TREX / Trex Company, Inc.
ROL / Rollins, Inc.
FERG / Ferguson Enterprises Inc.
SIRI / Sirius XM Holdings Inc.
PINS / Pinterest, Inc.
ANSS / ANSYS, Inc.
F / Ford Motor Company
TEL / TE Connectivity plc
IP / International Paper Company
PACB / Pacific Biosciences of California, Inc.
UAL / United Airlines Holdings, Inc.
MCHP / Microchip Technology Incorporated
HUM / Humana Inc.
MMM / 3M Company
FUBO / fuboTV Inc.
CTRA / Coterra Energy Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
MTD / Mettler-Toledo International Inc.
CLH / Clean Harbors, Inc.
OCFT / OneConnect Financial Technology Co., Ltd. - Depositary Receipt (Common Stock)
FUL / H.B. Fuller Company
DHI / D.R. Horton, Inc.
ONL / Orion Properties Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
LUMN / Lumen Technologies, Inc.
SI / Shoulder Innovations, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SIVB / SVB Financial Group
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SCI / Service Corporation International
RUSHA / Rush Enterprises, Inc.
MBB / iShares Trust - iShares MBS ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
AFRM / Affirm Holdings, Inc.
SNAP / Snap Inc.
EVBG / Everbridge, Inc.
CFLT / Confluent, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ARWR / Arrowhead Pharmaceuticals, Inc.
MESA / Mesa Air Group, Inc.
GM / General Motors Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
RF / Regions Financial Corporation
RIG / Transocean Ltd.
AZO / AutoZone, Inc.
HPE / Hewlett Packard Enterprise Company
BKNG / Booking Holdings Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ACN / Accenture plc
RDS.B / Shell Plc - ADR
WTW / Willis Towers Watson Public Limited Company
HBI / Hanesbrands Inc.
NERV / Minerva Neurosciences, Inc.
MA / Mastercard Incorporated
SANA / Sana Biotechnology, Inc.
MELI / MercadoLibre, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TY / Tri-Continental Corporation
PBCT / People`s United Financial Inc
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
ABMD / Abiomed Inc.
DISCK / Warner Bros.Discovery Inc - Series C
RUN / Sunrun Inc.
FTCH / Farfetch Limited
BFH / Bread Financial Holdings, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SWK / Stanley Black & Decker, Inc.
INCY / Incyte Corporation
RMRM / RMR Mortgage Trust
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
SEDG / SolarEdge Technologies, Inc.
SRNE / Sorrento Therapeutics, Inc.
KHC / The Kraft Heinz Company
MKL / Markel Group Inc.
RLX / RLX Technology Inc. - Depositary Receipt (Common Stock)
MDT / Medtronic plc
NLSN / Nielsen Holdings plc
WEC / WEC Energy Group, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
BF.B / Brown-Forman Corporation
MCK / McKesson Corporation
IPGP / IPG Photonics Corporation
BSX / Boston Scientific Corporation
BR / Broadridge Financial Solutions, Inc.
MET / MetLife, Inc.
AZRE / Azure Power Global Ltd
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
C.WSA / Citigroup, Inc.
STX / Seagate Technology Holdings plc
LAC / Lithium Americas Corp.
1AMCR / Amcor plc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CARR / Carrier Global Corporation
TD / The Toronto-Dominion Bank
CRM / Salesforce, Inc.
D / Dominion Energy, Inc.
GRMN / Garmin Ltd.
HST / Host Hotels & Resorts, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
LNT / Alliant Energy Corporation
HE / Hawaiian Electric Industries, Inc.
COLD / Americold Realty Trust, Inc.
CAG / Conagra Brands, Inc.
GGG / Graco Inc.
ORLY / O'Reilly Automotive, Inc.
DOC / Healthpeak Properties, Inc.
SCHW / The Charles Schwab Corporation
ETSY / Etsy, Inc.
ROKU / Roku, Inc.
CME / CME Group Inc.
MCD / McDonald's Corporation
KD / Kyndryl Holdings, Inc.
VTRS / Viatris Inc.
TXN / Texas Instruments Incorporated
SBUX / Starbucks Corporation
BAX / Baxter International Inc.
TWTR / Twitter Inc
PFSI / PennyMac Financial Services, Inc.
GE / General Electric Company
CACI / CACI International Inc
TILE / Interface, Inc.
LOW / Lowe's Companies, Inc.
DOCU / DocuSign, Inc.
NFLX / Netflix, Inc.
JPM / JPMorgan Chase & Co.
BURL / Burlington Stores, Inc.
EIX / Edison International
OKE / ONEOK, Inc.
ESLT / Elbit Systems Ltd.
VTV / Vanguard Index Funds - Vanguard Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
GIS / General Mills, Inc.
HRL / Hormel Foods Corporation
GPC / Genuine Parts Company
HBAN / Huntington Bancshares Incorporated
MTCH / Match Group, Inc.
AMP / Ameriprise Financial, Inc.
PEP / PepsiCo, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
V / Visa Inc.
APA / APA Corporation
KIM / Kimco Realty Corporation
META / Meta Platforms, Inc.
TFC / Truist Financial Corporation
MCO / Moody's Corporation
ADBE / Adobe Inc.
OKTA / Okta, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
SPY / SPDR S&P 500 ETF
AMT / American Tower Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
STT / State Street Corporation
GFS / GLOBALFOUNDRIES Inc.
CRSP / CRISPR Therapeutics AG
IWF / iShares Trust - iShares Russell 1000 Growth ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
COST / Costco Wholesale Corporation
MSI / Motorola Solutions, Inc.
NEE / NextEra Energy, Inc.
CL / Colgate-Palmolive Company
BRK.A / Berkshire Hathaway Inc.
BX / Blackstone Inc.
SPGI / S&P Global Inc.
PLD / Prologis, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LULU / lululemon athletica inc.
TYL / Tyler Technologies, Inc.
NVT / nVent Electric plc
AOS / A. O. Smith Corporation
ESS / Essex Property Trust, Inc.
AMD / Advanced Micro Devices, Inc.
DHC / Diversified Healthcare Trust
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
U / Unity Software Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
APH / Amphenol Corporation
FITB / Fifth Third Bancorp
EFX / Equifax Inc.
WM / Waste Management, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
COF / Capital One Financial Corporation
SRPT / Sarepta Therapeutics, Inc.
AAPL / Apple Inc.
LBRDK / Liberty Broadband Corporation
PNC / The PNC Financial Services Group, Inc.
ALGN / Align Technology, Inc.
RACE / Ferrari N.V.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MMP / Magellan Midstream Partners L.P.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AWK / American Water Works Company, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CTVA / Corteva, Inc.
PNR / Pentair plc
TTD / The Trade Desk, Inc.
GOOGL / Alphabet Inc.
LUV / Southwest Airlines Co.
NCLH / Norwegian Cruise Line Holdings Ltd.
IDXX / IDEXX Laboratories, Inc.
LNG / Cheniere Energy, Inc.
USB / U.S. Bancorp
UNH / UnitedHealth Group Incorporated
APTV / Aptiv PLC
WMB / The Williams Companies, Inc.
WMT / Walmart Inc.
VZ / Verizon Communications Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TDC / Teradata Corporation
ATVI / Activision Blizzard Inc
GNLN / Greenlane Holdings, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
REET / iShares Trust - iShares Global REIT ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
ANET / Arista Networks Inc
DVY / iShares Trust - iShares Select Dividend ETF
SLF / Sun Life Financial Inc.
CRWD / CrowdStrike Holdings, Inc.
ONB / Old National Bancorp
SPOT / Spotify Technology S.A.
FAST / Fastenal Company
MRK / Merck & Co., Inc.
NEM / Newmont Corporation
CAT / Caterpillar Inc.
ADSK / Autodesk, Inc.
HD / The Home Depot, Inc.
MTB / M&T Bank Corporation
JNJ / Johnson & Johnson
PXD / Pioneer Natural Resources Company
NAD / Nuveen Quality Municipal Income Fund
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
NTRS / Northern Trust Corporation
LDOS / Leidos Holdings, Inc.
LIN / Linde plc
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ASPN / Aspen Aerogels, Inc.
ROK / Rockwell Automation, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IMGN / ImmunoGen, Inc.
NOC / Northrop Grumman Corporation
REGN / Regeneron Pharmaceuticals, Inc.
APO / Apollo Global Management, Inc.
SO / The Southern Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
RSG / Republic Services, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
C / Citigroup Inc.
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
BAC / Bank of America Corporation
WAB / Westinghouse Air Brake Technologies Corporation
BHF / Brighthouse Financial, Inc.
AEP / American Electric Power Company, Inc.
INMD / InMode Ltd.
RBA / RB Global, Inc.
FI / Fiserv, Inc.
PYPL / PayPal Holdings, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FRT / Federal Realty Investment Trust
MPC / Marathon Petroleum Corporation
CHD / Church & Dwight Co., Inc.
DIS / The Walt Disney Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FLT / Corpay, Inc.
CDW / CDW Corporation
BRO / Brown & Brown, Inc.
TROW / T. Rowe Price Group, Inc.
TT / Trane Technologies plc
SHOP / Shopify Inc.
NI / NiSource Inc.
CHWY / Chewy, Inc.
SPRU / Spruce Power Holding Corporation
MSFT / Microsoft Corporation
PEG / Public Service Enterprise Group Incorporated
TW / Tradeweb Markets Inc.
BDX / Becton, Dickinson and Company
CPRT / Copart, Inc.
ZI / ZoomInfo Technologies Inc.
CSCO / Cisco Systems, Inc.
GNRC / Generac Holdings Inc.
EA / Electronic Arts Inc.
KKR / KKR & Co. Inc.
ZBH / Zimmer Biomet Holdings, Inc.
GLW / Corning Incorporated
FANG / Diamondback Energy, Inc.
GILD / Gilead Sciences, Inc.
VFC / V.F. Corporation
VMC / Vulcan Materials Company
CABO / Cable One, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
CCL / Carnival Corporation & plc
SWKS / Skyworks Solutions, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PGR / The Progressive Corporation
RCL / Royal Caribbean Cruises Ltd.
TTC / The Toro Company
IR / Ingersoll Rand Inc.
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
BXP / Boston Properties, Inc.
PSA / Public Storage
TWLO / Twilio Inc.
MGNI / Magnite, Inc.
COR / Cencora, Inc.
O / Realty Income Corporation
EW / Edwards Lifesciences Corporation
LLY / Eli Lilly and Company
GPN / Global Payments Inc.
CB / Chubb Limited
OTIS / Otis Worldwide Corporation
T / AT&T Inc.
DCI / Donaldson Company, Inc.
RBBN / Ribbon Communications Inc.
DDOG / Datadog, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
DNP / DNP Select Income Fund Inc.
HAL / Halliburton Company
SRE / Sempra
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ZTS / Zoetis Inc.
DLR / Digital Realty Trust, Inc.
IBM / International Business Machines Corporation
PAYX / Paychex, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TDG / TransDigm Group Incorporated
NET / Cloudflare, Inc.
KO / The Coca-Cola Company
TSLA / Tesla, Inc.
DGX / Quest Diagnostics Incorporated Call
DGX / Quest Diagnostics Incorporated
BA / The Boeing Company
ULTA / Ulta Beauty, Inc.
EQIX / Equinix, Inc.
PARA / Paramount Global
DOW / Dow Inc.
MRVL / Marvell Technology, Inc.
ABNB / Airbnb, Inc.
PFE / Pfizer Inc.
AMZN / Amazon.com, Inc.
BRK.B / Berkshire Hathaway Inc.
BEN / Franklin Resources, Inc.
NYT / The New York Times Company
ZM / Zoom Communications Inc.
GS / The Goldman Sachs Group, Inc.
GOOG / Alphabet Inc.
RTX / RTX Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
QQQ / Invesco QQQ Trust, Series 1
CNI / Canadian National Railway Company
IQV / IQVIA Holdings Inc.
VRSN / VeriSign, Inc.
PPG / PPG Industries, Inc.
ILMN / Illumina, Inc.
KEY / KeyCorp
INTC / Intel Corporation
SBCF / Seacoast Banking Corporation of Florida
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TGT / Target Corporation
EXPD / Expeditors International of Washington, Inc.
VRSK / Verisk Analytics, Inc.
ARE / Alexandria Real Estate Equities, Inc.
WDC / Western Digital Corporation
ABT / Abbott Laboratories
QCOM / QUALCOMM Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PCAR / PACCAR Inc
RY / Royal Bank of Canada
ROP / Roper Technologies, Inc.
XYZ / Block, Inc.
CLX / The Clorox Company
TMO / Thermo Fisher Scientific Inc.
PSX / Phillips 66
IWD / iShares Trust - iShares Russell 1000 Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
LDI / loanDepot, Inc.
ELV / Elevance Health, Inc.
ALL / The Allstate Corporation
DE / Deere & Company
ORCL / Oracle Corporation
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MNST / Monster Beverage Corporation
VRTX / Vertex Pharmaceuticals Incorporated
SAIA / Saia, Inc.
HON / Honeywell International Inc.
AMSC / American Superconductor Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
DVN / Devon Energy Corporation
CHTR / Charter Communications, Inc.
ETN / Eaton Corporation plc
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HWM / Howmet Aerospace Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
SYK / Stryker Corporation
XYL / Xylem Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
CYBR / CyberArk Software Ltd.
DBI / Designer Brands Inc.
LMT / Lockheed Martin Corporation
FIS / Fidelity National Information Services, Inc.
PM / Philip Morris International Inc.
BFAM / Bright Horizons Family Solutions Inc.
EXPE / Expedia Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
AON / Aon plc
MDLZ / Mondelez International, Inc.
SXT / Sensient Technologies Corporation
MAR / Marriott International, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LHX / L3Harris Technologies, Inc.
INTU / Intuit Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
DTM / DT Midstream, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ITW / Illinois Tool Works Inc.
HUBS / HubSpot, Inc.
ECL / Ecolab Inc.
COIN / Coinbase Global, Inc.
AVGO / Broadcom Inc.
NVDA / NVIDIA Corporation
SEVN / Seven Hills Realty Trust
L / Loews Corporation
ISRG / Intuitive Surgical, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
MKTX / MarketAxess Holdings Inc.
RJF / Raymond James Financial, Inc.
LYV / Live Nation Entertainment, Inc.
VEEV / Veeva Systems Inc.
BMY / Bristol-Myers Squibb Company
BALL / Ball Corporation
CMCSA / Comcast Corporation
TSN / Tyson Foods, Inc.
MKC / McCormick & Company, Incorporated
TXT / Textron Inc.
COP / ConocoPhillips
DFS / Discover Financial Services
XOM / Exxon Mobil Corporation
K / Kellanova
TMUS / T-Mobile US, Inc.
POOL / Pool Corporation
DUK / Duke Energy Corporation
DHR / Danaher Corporation
XEL / Xcel Energy Inc.
RMD / ResMed Inc.
WRB / W. R. Berkley Corporation
APD / Air Products and Chemicals, Inc.
GWW / W.W. Grainger, Inc.
ATR / AptarGroup, Inc.
XRAY / DENTSPLY SIRONA Inc.
WMS / Advanced Drainage Systems, Inc.
ESGR / Enstar Group Limited
DD / DuPont de Nemours, Inc.
AVB / AvalonBay Communities, Inc.
ALLE / Allegion plc
NOW / ServiceNow, Inc.
CI / The Cigna Group