| AMD / Advanced Micro Devices, Inc.
|
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| MS / Morgan Stanley
|
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|
| ETN / Eaton Corporation plc
|
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|
|
| IMVT / Immunovant, Inc. Call
|
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|
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| UBER / Uber Technologies, Inc.
|
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| O / Realty Income Corporation
|
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|
|
| WHEELS UP EXPERIENCE INC
/ CALL Call (96328L905) |
|
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|
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|
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| COMPASS INC
/ CALL Call (20464U900) |
|
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| IBIT / iShares Bitcoin Trust ETF
|
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| LYFT / Lyft, Inc. Call
|
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| AMCR / Amcor plc
|
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| FDS / FactSet Research Systems Inc.
|
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| MDLZ / Mondelez International, Inc.
|
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| PFE / Pfizer Inc.
|
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| CHD / Church & Dwight Co., Inc.
|
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|
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|
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|
|
| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
|
|
|
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|
|
| LMT / Lockheed Martin Corporation
|
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|
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| PANW / Palo Alto Networks, Inc.
|
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| T / AT&T Inc.
|
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| F / Ford Motor Company Call
|
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| F / Ford Motor Company
|
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| KO / The Coca-Cola Company
|
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|
| UNH / UnitedHealth Group Incorporated
|
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|
|
| NFLX / Netflix, Inc.
|
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|
|
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|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
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|
| NOW / ServiceNow, Inc.
|
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| SBUX / Starbucks Corporation
|
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|
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| PLUG / Plug Power Inc. Call
|
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|
| SPGI / S&P Global Inc.
|
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|
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| BLK / BlackRock, Inc.
|
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| BX / Blackstone Inc.
|
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|
|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
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|
|
| WMT / Walmart Inc.
|
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| EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
|
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|
| AMZN / Amazon.com, Inc.
|
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| ADP / Automatic Data Processing, Inc.
|
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| CTAS / Cintas Corporation
|
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| CMS / CMS Energy Corporation
|
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|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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|
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|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
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|
|
|
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|
|
| CGDV / Capital Group Dividend Value ETF
|
|
|
|
|
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|
|
| GES / Guess?, Inc.
|
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|
|
|
| EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
|
|
|
|
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|
|
| IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
|
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|
|
| FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
|
|
|
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|
|
| EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
|
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|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
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|
|
| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
|
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|
|
|
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|
|
| SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
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|
|
| GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
|
|
|
|
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|
|
| XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
|
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|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
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|
| MCD / McDonald's Corporation
|
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|
| WFC / Wells Fargo & Company
|
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|
| IBM / International Business Machines Corporation
|
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| CSCO / Cisco Systems, Inc.
|
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| ADT / ADT Inc. Call
|
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| MSFT / Microsoft Corporation
|
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| PAYX / Paychex, Inc.
|
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| TJX / The TJX Companies, Inc.
|
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| ABBV / AbbVie Inc.
|
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| IYW / iShares Trust - iShares U.S. Technology ETF
|
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|
| QQQ / Invesco QQQ Trust, Series 1
|
|
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|
|
| UNP / Union Pacific Corporation
|
|
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|
|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
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|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
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|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
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|
|
| GWW / W.W. Grainger, Inc.
|
|
|
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|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
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|
|
| RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
|
|
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|
|
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|
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| CMF / iShares Trust - iShares California Muni Bond ETF
|
|
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|
|
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|
|
| VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
|
|
|
|
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|
|
| DIS / The Walt Disney Company
|
|
|
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|
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|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
|
|
|
|
|
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|
|
| SPY / State Street SPDR S&P 500 ETF Trust
|
|
|
|
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|
| LIN / Linde plc
|
|
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|
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|
|
| MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
|
|
|
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|
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|
|
| FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
|
|
|
|
|
|
|
|
| MPAA / Motorcar Parts of America, Inc.
|
|
|
|
|
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|
|
| ECL / Ecolab Inc.
|
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|
|
| ICE / Intercontinental Exchange, Inc.
|
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|
|
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|
|
| USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
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|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| BP / BP p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| CGGR / Capital Group Growth ETF
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| LRGF / iShares Trust - iShares U.S. Equity Factor ETF
|
|
|
|
|
|
|
|
| PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
| XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
|
|
|
|
|
|
|
|
| PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
|
|
|
|
|
|
|
| RY / Royal Bank of Canada
|
|
|
|
|
|
|
|
| AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| DBC / Invesco DB Commodity Index Tracking Fund
|
|
|
|
|
|
|
|
| SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
|
|
| CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
|
|
|
|
|
|
|
|
| SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
|
|
|
|
|
|
|
|
| XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
|
|
|
|
|
|
|
|
| SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
|
|
| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| CGIE / Capital Group International Equity ETF
|
|
|
|
|
|
|
|
| RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| CGXU / Capital Group International Focus Equity ETF
|
|
|
|
|
|
|
|
| NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| TALK / Talkspace, Inc.
|
|
|
|
|
|
|
|
| WIT / Wipro Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| BTG / B2Gold Corp. Call
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| ARKK / ARK ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
|
|
| OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
|
|
|
|
|
|
|
|
| DHT / DHT Holdings, Inc. Call
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| HDV / iShares Trust - iShares Core High Dividend ETF
|
|
|
|
|
|
|
|
| LIXT / Lixte Biotechnology Holdings, Inc.
|
|
|
|
|
|
|
|
| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| DNN / Denison Mines Corp. Call
|
|
|
|
|
|
|
|
| GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| RR / Richtech Robotics Inc. Call
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| BR / Broadridge Financial Solutions, Inc.
|
|
|
|
|
|
|
|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| BTG N / B2Gold Corp. Call
|
|
|
|
|
|
|
|
| XYL / Xylem Inc.
|
|
|
|
|
|
|
|
| CLSK / CleanSpark, Inc. Call
|
|
|
|
|
|
|
|
| CLSK / CleanSpark, Inc.
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| GPRO / GoPro, Inc. Call
|
|
|
|
|
|
|
|
| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
| COMP / Compass, Inc. Call
|
|
|
|
|
|
|
|
| DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
|
|
| EXPE / Expedia Group, Inc.
|
|
|
|
|
|
|
|
| BRO / Brown & Brown, Inc.
|
|
|
|
|
|
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| COR / Cencora, Inc.
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| MRK / Merck & Co., Inc.
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| COST / Costco Wholesale Corporation
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| CVX / Chevron Corporation
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| ALL / The Allstate Corporation
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| INMD / InMode Ltd.
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| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
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| QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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| KWEB / KraneShares Trust - KraneShares CSI China Internet ETF Call
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| VHT / Vanguard World Fund - Vanguard Health Care ETF
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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