Market Value1,789,604,209
Total Holdings581
File Date2024-11-04
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)
TPR / Tapestry, Inc.
SPG / Simon Property Group, Inc.
MDLZ / Mondelez International, Inc.
DRI / Darden Restaurants, Inc.
KR / The Kroger Co.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
TKR / The Timken Company
EFX / Equifax Inc.
WSM / Williams-Sonoma, Inc.
MDT / Medtronic plc
ALL / The Allstate Corporation
NSC / Norfolk Southern Corporation
SLB / SLB N.V.
PGR / The Progressive Corporation
UPS / United Parcel Service, Inc.
TSCO / Tractor Supply Company
PCAR / PACCAR Inc
DVN / Devon Energy Corporation
E / Eni S.p.A. - Depositary Receipt (Common Stock)
F / Ford Motor Company
RSG / Republic Services, Inc.
MCK / McKesson Corporation
NEM / Newmont Corporation
LYV / Live Nation Entertainment, Inc.
EQIX / Equinix, Inc.
DHR / Danaher Corporation
EOG / EOG Resources, Inc.
FAST / Fastenal Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MMM / 3M Company
SCCO / Southern Copper Corporation
DPZ / Domino's Pizza, Inc.
AME / AMETEK, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
LDOS / Leidos Holdings, Inc.
DE / Deere & Company
TER / Teradyne, Inc.
XEL / Xcel Energy Inc.
SO / The Southern Company
HBAN / Huntington Bancshares Incorporated
HCA / HCA Healthcare, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CL / Colgate-Palmolive Company
TRGP / Targa Resources Corp.
WFC / Wells Fargo & Company
STE / STERIS plc
PAYX / Paychex, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
FERG / Ferguson Enterprises Inc.
EL / The Estée Lauder Companies Inc.
GD / General Dynamics Corporation
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
TEL / TE Connectivity plc
MOH / Molina Healthcare, Inc.
CLH / Clean Harbors, Inc.
SNA / Snap-on Incorporated
AON / Aon plc
HON / Honeywell International Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
BBY / Best Buy Co., Inc.
EW / Edwards Lifesciences Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
BRO / Brown & Brown, Inc.
SBAC / SBA Communications Corporation
KHC / The Kraft Heinz Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
DTE / DTE Energy Company
EMR / Emerson Electric Co.
IVV / iShares Trust - iShares Core S&P 500 ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
VALE / Vale S.A. - Depositary Receipt (Common Stock)
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
WTW / Willis Towers Watson Public Limited Company
IAU / iShares Gold Trust
NEE / NextEra Energy, Inc.
NRG / NRG Energy, Inc.
BKR / Baker Hughes Company
SRE / Sempra
MS / Morgan Stanley
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
PHM / PulteGroup, Inc.
VMC / Vulcan Materials Company
FCX / Freeport-McMoRan Inc.
ORLY / O'Reilly Automotive, Inc.
CDW / CDW Corporation
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
WRB / W. R. Berkley Corporation
WY / Weyerhaeuser Company
DGX / Quest Diagnostics Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HUM / Humana Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
GIS / General Mills, Inc.
FI / Fiserv, Inc.
KOS / Kosmos Energy Ltd.
CPT / Camden Property Trust
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
PSA / Public Storage
CHTR / Charter Communications, Inc.
FIS / Fidelity National Information Services, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
WAB / Westinghouse Air Brake Technologies Corporation
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
NUE / Nucor Corporation
CHKP / Check Point Software Technologies Ltd.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
CE / Celanese Corporation
ELS / Equity LifeStyle Properties, Inc.
PTC / PTC Inc.
TTEK / Tetra Tech, Inc.
TROW / T. Rowe Price Group, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
RY / Royal Bank of Canada
CNC / Centene Corporation
ROP / Roper Technologies, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TKO / TKO Group Holdings, Inc.
CAH / Cardinal Health, Inc.
QQQ / Invesco QQQ Trust, Series 1
QQQ / Invesco QQQ Trust, Series 1 Put
CARR / Carrier Global Corporation
CW / Curtiss-Wright Corporation
OTIS / Otis Worldwide Corporation
AMAT / Applied Materials, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SNPS / Synopsys, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
IR / Ingersoll Rand Inc.
CRM / Salesforce, Inc.
TSLA / Tesla, Inc.
MSFT / Microsoft Corporation
GEV / GE Vernova Inc.
MRVL / Marvell Technology, Inc.
PNR / Pentair plc
ITW / Illinois Tool Works Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
LH / Labcorp Holdings Inc.
ET / Energy Transfer LP - Limited Partnership
SHOP / Shopify Inc.
PFE / Pfizer Inc.
GOLD / Gold.com, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
IEX / IDEX Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
TJX / The TJX Companies, Inc.
MGM / MGM Resorts International
SPY / State Street SPDR S&P 500 ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust Put
VST / Vistra Corp.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MRO / Marathon Oil Corporation
GLW / Corning Incorporated
CTAS / Cintas Corporation
OC / Owens Corning
HWM / Howmet Aerospace Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
EFA / iShares Trust - iShares MSCI EAFE ETF Put
MTD / Mettler-Toledo International Inc.
TTD / The Trade Desk, Inc.
PSX / Phillips 66
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF Put
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
SYK / Stryker Corporation
BLZE / Backblaze, Inc.
NVDA / NVIDIA Corporation
T / AT&T Inc.
FLEX / Flex Ltd.
ANET / Arista Networks, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
BRK.B / Berkshire Hathaway Inc.
AMT / American Tower Corporation
ECL / Ecolab Inc.
IMVP / Invesco India Exchange-Traded Fund Trust - Invesco India ETF
IDXX / IDEXX Laboratories, Inc.
PANW / Palo Alto Networks, Inc.
ISRG / Intuitive Surgical, Inc.
TOC / Thomson Reuters Corporation
EBAY / eBay Inc.
CTSH / Cognizant Technology Solutions Corporation
TXN / Texas Instruments Incorporated
FDX / FedEx Corporation
LULU / lululemon athletica inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
COF / Capital One Financial Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GILD / Gilead Sciences, Inc.
A / Agilent Technologies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TGT / Target Corporation
META / Meta Platforms, Inc.
NXPI / NXP Semiconductors N.V.
MCD / McDonald's Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CTRA / Coterra Energy Inc.
AMGN / Amgen Inc.
CHD / Church & Dwight Co., Inc.
EXPD / Expeditors International of Washington, Inc.
EXR / Extra Space Storage Inc.
TDG / TransDigm Group Incorporated
BSX / Boston Scientific Corporation
MCHP / Microchip Technology Incorporated
V / Visa Inc.
AMZN / Amazon.com, Inc.
STT / State Street Corporation
MA / Mastercard Incorporated
BAC / Bank of America Corporation
LIN / Linde plc
SBUX / Starbucks Corporation
UBER / Uber Technologies, Inc.
USB / U.S. Bancorp
KMB / Kimberly-Clark Corporation
VRSK / Verisk Analytics, Inc.
ZTS / Zoetis Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
APH / Amphenol Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICE / Intercontinental Exchange, Inc.
DELL / Dell Technologies Inc.
GM / General Motors Company
ABBV / AbbVie Inc.
COP / ConocoPhillips
COR / Cencora, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
RTX / RTX Corporation
SHW / The Sherwin-Williams Company
WM / Waste Management, Inc.
WMT / Walmart Inc.
MPC / Marathon Petroleum Corporation
AXP / American Express Company
KO / The Coca-Cola Company
AWK / American Water Works Company, Inc.
URI / United Rentals, Inc.
ROK / Rockwell Automation, Inc.
GOOGL / Alphabet Inc.
CVS / CVS Health Corporation
XYL / Xylem Inc.
DD / DuPont de Nemours, Inc.
UNH / UnitedHealth Group Incorporated
CSCO / Cisco Systems, Inc.
FITB / Fifth Third Bancorp
JNJ / Johnson & Johnson
FTNT / Fortinet, Inc.
VICI / VICI Properties Inc.
FDS / FactSet Research Systems Inc.
DIS / The Walt Disney Company
HPP / Hudson Pacific Properties, Inc.
DFS / Discover Financial Services
CPAY / Corpay, Inc.
CRWD / CrowdStrike Holdings, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
FICO / Fair Isaac Corporation
SUI / Sun Communities, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
AAPL / Apple Inc.
VTR / Ventas, Inc.
RL / Ralph Lauren Corporation
VLTO / Veralto Corporation
STZ / Constellation Brands, Inc.
BKNG / Booking Holdings Inc.
LEN / Lennar Corporation
ETR / Entergy Corporation
ABT / Abbott Laboratories
LLY / Eli Lilly and Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VRSN / VeriSign, Inc.
CSGP / CoStar Group, Inc.
ED / Consolidated Edison, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MPWR / Monolithic Power Systems, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IQV / IQVIA Holdings Inc.
STLD / Steel Dynamics, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ERIE / Erie Indemnity Company
IONS / Ionis Pharmaceuticals, Inc.
WDFC / WD-40 Company
PBA / Pembina Pipeline Corporation
GLD / SPDR Gold Shares
HLN / Haleon plc - Depositary Receipt (Common Stock)
EIX / Edison International
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BX / Blackstone Inc.
GOOG / Alphabet Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
WSO / Watsco, Inc.
UNP / Union Pacific Corporation
IMO / Imperial Oil Limited
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
ELV / Elevance Health, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PYPL / PayPal Holdings, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
BMY / Bristol-Myers Squibb Company
LOW / Lowe's Companies, Inc.
PWR / Quanta Services, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GWW / W.W. Grainger, Inc.
NFLX / Netflix, Inc.
JEF / Jefferies Financial Group Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
GE / General Electric Company
PEP / PepsiCo, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FXY / Invesco CurrencyShares Japanese Yen Trust
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BDX / Becton, Dickinson and Company
BSBR / Banco Santander (Brasil) S.A. - Depositary Receipt (Common Stock)
WELL / Welltower Inc.
RS / Reliance, Inc.
ENFFF / Enbridge Inc. - Preferred Security
AGZ / iShares Trust - iShares Agency Bond ETF
AMP / Ameriprise Financial, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
CMG / Chipotle Mexican Grill, Inc.
ESS / Essex Property Trust, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
NDSN / Nordson Corporation
MSGE / Madison Square Garden Entertainment Corp.
NVS / Novartis AG - Depositary Receipt (Common Stock)
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
LAMR / Lamar Advertising Company
YUM / Yum! Brands, Inc.
BG / Bunge Global SA
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
CBRE / CBRE Group, Inc.
TFC / Truist Financial Corporation
CMCSA / Comcast Corporation
DLR / Digital Realty Trust, Inc.
ORCL / Oracle Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CSX / CSX Corporation
RJF / Raymond James Financial, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
PLD / Prologis, Inc.
NDAQ / Nasdaq, Inc.
WEC / WEC Energy Group, Inc.
NKE / NIKE, Inc.
0UB / UBS Group AG
OMC / Omnicom Group Inc.
HSY / The Hershey Company
MUB / iShares Trust - iShares National Muni Bond ETF
PRU / Prudential Financial, Inc.
ES / Eversource Energy
INDA / iShares Trust - iShares MSCI India ETF
KLAC / KLA Corporation
RF / Regions Financial Corporation
NOW / ServiceNow, Inc.
BNS / The Bank of Nova Scotia
O / Realty Income Corporation
LMT / Lockheed Martin Corporation
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
NGG / National Grid plc - Depositary Receipt (Common Stock)
CME / CME Group Inc.
XOM / Exxon Mobil Corporation
INTU / Intuit Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
BA / The Boeing Company
VLO / Valero Energy Corporation
CDNS / Cadence Design Systems, Inc.
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
PPG / PPG Industries, Inc.
MRK / Merck & Co., Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
KKR / KKR & Co. Inc.
MET / MetLife, Inc.
AFL / Aflac Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NOC / Northrop Grumman Corporation
EC / Ecopetrol S.A. - Depositary Receipt (Common Stock)
SAIA / Saia, Inc.
DXCM / DexCom, Inc.
TRV / The Travelers Companies, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
FANG / Diamondback Energy, Inc.
LECO / Lincoln Electric Holdings, Inc.
DVA / DaVita Inc.
ULTA / Ulta Beauty, Inc.
CB / Chubb Limited
WMB / The Williams Companies, Inc.
CTVA / Corteva, Inc.
EG / Everest Group, Ltd.
KMI / Kinder Morgan, Inc.
ADSK / Autodesk, Inc.
MSI / Motorola Solutions, Inc.
ODFL / Old Dominion Freight Line, Inc.
DHI / D.R. Horton, Inc.
ATO / Atmos Energy Corporation
DOV / Dover Corporation
OHI / Omega Healthcare Investors, Inc.
FERG / Ferguson Enterprises Inc.
EQR / Equity Residential
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
IEV / iShares Trust - iShares Europe ETF
MSCI / MSCI Inc.
CINF / Cincinnati Financial Corporation
RMD / ResMed Inc.
INTC / Intel Corporation
CCI / Crown Castle Inc.
AIG / American International Group, Inc.
DUK / Duke Energy Corporation
ROST / Ross Stores, Inc.
TFX / Teleflex Incorporated
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BRK.A / Berkshire Hathaway Inc.
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
SLF N / Sun Life Financial Inc.
TRP / TC Energy Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CRH / CRH plc
HPE / Hewlett Packard Enterprise Company
BWZ / SPDR Series Trust - State Street SPDR Bloomberg Short Term International Treasury Bond ETF
ACN / Accenture plc
GRMN / Garmin Ltd.
NTAP / NetApp, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CNR / Canadian National Railway Company
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
IT / Gartner, Inc.
TMUS / T-Mobile US, Inc.
TBLA / Taboola.com Ltd.
CM / Canadian Imperial Bank of Commerce
CNQ / Canadian Natural Resources Limited
LYB / LyondellBasell Industries N.V.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HPQ / HP Inc.
MNST / Monster Beverage Corporation
AEP / American Electric Power Company, Inc.
AMD / Advanced Micro Devices, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
INVH / Invitation Homes Inc.
DLTR / Dollar Tree, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
FTV / Fortive Corporation
MTB / M&T Bank Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
PKG / Packaging Corporation of America
EA / Electronic Arts Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ETN / Eaton Corporation plc
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
MUSA / Murphy USA Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
HES / Hess Corporation
EMN / Eastman Chemical Company
ADT / ADT Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SU / Suncor Energy Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MRSH / Marsh & McLennan Companies, Inc.
WCN / Waste Connections, Inc.
CMI / Cummins Inc.
SYY / Sysco Corporation
MO / Altria Group, Inc.
CI / The Cigna Group
VDE / Vanguard World Fund - Vanguard Energy ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
BK / The Bank of New York Mellon Corporation
CF / CF Industries Holdings, Inc.
DOW / Dow Inc.
HUBB / Hubbell Incorporated
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
ADI / Analog Devices, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PH / Parker-Hannifin Corporation
ADP / Automatic Data Processing, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
FNF / Fidelity National Financial, Inc.
ALC / Alcon Inc.
VZ / Verizon Communications Inc.
NVR / NVR, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OXY / Occidental Petroleum Corporation
TD / The Toronto-Dominion Bank
AVY / Avery Dennison Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
SPGI / S&P Global Inc.
BKFOF / Brookfield Corporation - Preferred Stock
KSA / iShares Trust - iShares MSCI Saudi Arabia ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
LII / Lennox International Inc.
ACGL / Arch Capital Group Ltd.
SNAP / Snap Inc.
EXC / Exelon Corporation
KDP / Keurig Dr Pepper Inc.
CSL / Carlisle Companies Incorporated
HLT / Hilton Worldwide Holdings Inc.
TMO / Thermo Fisher Scientific Inc.
REGN / Regeneron Pharmaceuticals, Inc.
MKL / Markel Group Inc.
MFC / Manulife Financial Corporation
IBND / SPDR Series Trust - State Street SPDR Bloomberg International Corporate Bond ETF
KIM / Kimco Realty Corporation
PNC / The PNC Financial Services Group, Inc.
CVX / Chevron Corporation
OKE / ONEOK, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
JPM / JPMorgan Chase & Co.
CP / Canadian Pacific Kansas City Limited
VOX / Vanguard World Fund - Vanguard Communication Services ETF
QCOM / QUALCOMM Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
ALLY / Ally Financial Inc.
IGOV / iShares Trust - iShares International Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
CEG / Constellation Energy Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
LNG / Cheniere Energy, Inc.
SCHW / The Charles Schwab Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
MCO / Moody's Corporation
JNPR / Juniper Networks, Inc.
IPG / The Interpublic Group of Companies, Inc.
AGL / agilon health, inc.
COST / Costco Wholesale Corporation
CPRT / Copart, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
CAT / Caterpillar Inc.
JCI / Johnson Controls International plc
RACE / Ferrari N.V.
CNP / CenterPoint Energy, Inc.
UDR / UDR, Inc.
D / Dominion Energy, Inc.
TEL / TE Connectivity plc
APD / Air Products and Chemicals, Inc.
GPC / Genuine Parts Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PEG / Public Service Enterprise Group Incorporated
C / Citigroup Inc.
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
AJG / Arthur J. Gallagher & Co.
SYF / Synchrony Financial
LHX / L3Harris Technologies, Inc.
STX / Seagate Technology Holdings plc
AMCR / Amcor plc
AVB / AvalonBay Communities, Inc.