Market Value4,621,452,000
Total Holdings611
File Date2022-11-14
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)
CVX / Chevron Corporation
TRV / The Travelers Companies, Inc.
USB / U.S. Bancorp
ACN / Accenture plc
ZTS / Zoetis Inc.
INTU / Intuit Inc.
ORCL / Oracle Corporation
COP / ConocoPhillips
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
D / Dominion Energy, Inc.
BDX / Becton, Dickinson and Company
GNRC / Generac Holdings Inc.
AJG / Arthur J. Gallagher & Co.
ICLN / iShares Trust - iShares Global Clean Energy ETF
AMN / AMN Healthcare Services, Inc.
FITB / Fifth Third Bancorp
MKC / McCormick & Company, Incorporated
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
PH / Parker-Hannifin Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
URA / Global X Funds - Global X Uranium ETF
DTE / DTE Energy Company
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GHI / Greystone Housing Impact Investors LP
RTX / RTX Corporation
HPQ / HP Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SYY / Sysco Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
FAST / Fastenal Company
C.WSA / Citigroup, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AMD / Advanced Micro Devices, Inc.
MMM / 3M Company
PFE / Pfizer Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
LW / Lamb Weston Holdings, Inc.
DG / Dollar General Corporation
EGIO / Edgio, Inc.
SIVB / SVB Financial Group
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
FRC / First Republic Bank
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MDU / MDU Resources Group, Inc.
DRE / Duke Realty Corporation - Preferred Security
MRNA / Moderna, Inc.
QRTEA / Qurate Retail Inc - Series A
ED / Consolidated Edison, Inc.
FISV / Fiserv, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
LYV / Live Nation Entertainment, Inc.
K / Kellanova
CBRE / CBRE Group, Inc.
ORLY / O'Reilly Automotive, Inc.
SWK / Stanley Black & Decker, Inc.
WHR / Whirlpool Corporation
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
WERN / Werner Enterprises, Inc.
J / Jacobs Solutions Inc.
ANSS / ANSYS, Inc.
INDB / Independent Bank Corp.
NUV / Nuveen Municipal Value Fund, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
APPN / Appian Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
HII / Huntington Ingalls Industries, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
AGTC / Applied Genetic Technologies Corp
WPC / W. P. Carey Inc.
ARE / Alexandria Real Estate Equities, Inc.
NYT / The New York Times Company
CG / The Carlyle Group Inc.
MORN / Morningstar, Inc.
ATVI / Activision Blizzard Inc
SWX / Southwest Gas Holdings, Inc.
XRAY / DENTSPLY SIRONA Inc.
POOL / Pool Corporation
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
TEAM / Atlassian Corporation
EOI / Eaton Vance Enhanced Equity Income Fund
BRKL / Brookline Bancorp, Inc.
HXL / Hexcel Corporation
GBT / Global Blood Therapeutics Inc.
VFC / V.F. Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
NTB / The Bank of N.T. Butterfield & Son Limited
DWM / WisdomTree Trust - WisdomTree International Equity Fund
/ JPM BETABUIL EUR
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
CAC / Camden National Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
RGEN / Repligen Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
REGN / Regeneron Pharmaceuticals, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
LVS / Las Vegas Sands Corp.
DGX / Quest Diagnostics Incorporated
MSCI / MSCI Inc.
ROP / Roper Technologies, Inc.
ABBV / AbbVie Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BIIB / Biogen Inc.
MGTA / Magenta Therapeutics Inc
NEP / XPLR Infrastructure, LP - Limited Partnership
NRIX / Nurix Therapeutics, Inc.
SRCL / Stericycle, Inc.
TYL / Tyler Technologies, Inc.
PARA / Paramount Global
AEE / Ameren Corporation
OGN / Organon & Co.
LMAT / LeMaitre Vascular, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DPZ / Domino's Pizza, Inc.
RBA / RB Global, Inc.
LNT / Alliant Energy Corporation
AWK / American Water Works Company, Inc.
MO / Altria Group, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
COF / Capital One Financial Corporation
DVY / iShares Trust - iShares Select Dividend ETF
GOOG / Alphabet Inc.
INTC / Intel Corporation
ALL / The Allstate Corporation
SO / The Southern Company
GBCI / Glacier Bancorp, Inc.
CRWD / CrowdStrike Holdings, Inc.
TSLA / Tesla, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BSX / Boston Scientific Corporation
AVB / AvalonBay Communities, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
HON / Honeywell International Inc.
IRM / Iron Mountain Incorporated
ICE / Intercontinental Exchange, Inc.
CSCO / Cisco Systems, Inc.
DHR / Danaher Corporation
MCHP / Microchip Technology Incorporated
TRMB / Trimble Inc.
APH / Amphenol Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
PEG / Public Service Enterprise Group Incorporated
IBB / iShares Trust - iShares Biotechnology ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ENTG / Entegris, Inc.
SPG / Simon Property Group, Inc.
EFX / Equifax Inc.
WMB / The Williams Companies, Inc.
MLM / Martin Marietta Materials, Inc.
PM / Philip Morris International Inc.
BAC / Bank of America Corporation
TPL / Texas Pacific Land Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BK / The Bank of New York Mellon Corporation
LOW / Lowe's Companies, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GIS / General Mills, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CFG / Citizens Financial Group, Inc.
WFC / Wells Fargo & Company
MSI / Motorola Solutions, Inc.
FULC / Fulcrum Therapeutics, Inc.
WTRG / Essential Utilities, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
MA / Mastercard Incorporated
WST / West Pharmaceutical Services, Inc.
LIN / Linde plc
DXCM / DexCom, Inc.
BKNG / Booking Holdings Inc.
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
SREV / ServiceSource International Inc
MU / Micron Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CTAS / Cintas Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
OXY / Occidental Petroleum Corporation
KO / The Coca-Cola Company
IWV / iShares Trust - iShares Russell 3000 ETF
ES / Eversource Energy
IWB / iShares Trust - iShares Russell 1000 ETF
ISRG / Intuitive Surgical, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
IAU / iShares Gold Trust
EMR / Emerson Electric Co.
ADSK / Autodesk, Inc.
WEC / WEC Energy Group, Inc.
CME / CME Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
TGT / Target Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
VLO / Valero Energy Corporation
JPM / JPMorgan Chase & Co.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
JCI / Johnson Controls International plc
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
WDC / Western Digital Corporation
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
CP / Canadian Pacific Kansas City Limited
MOTS / Motus GI Holdings, Inc.
BAM / Brookfield Asset Management Ltd.
VMW / Vmware Inc. - Class A
HTD / John Hancock Tax-Advantaged Dividend Income Fund
SJM / The J. M. Smucker Company
GM / General Motors Company
TMO / Thermo Fisher Scientific Inc.
PANW / Palo Alto Networks, Inc.
PSLV / Sprott Physical Silver Trust
URI / United Rentals, Inc.
PPG / PPG Industries, Inc.
CCMP / CMC Materials Inc
CATC / Cambridge Bancorp
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SWKS / Skyworks Solutions, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GMTX / Gemini Therapeutics Inc
Y / Alleghany Corp.
CMPR / Cimpress plc
JNCE / Jounce Therapeutics Inc
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
LBTYK / Liberty Global Ltd.
PASG / Passage Bio, Inc.
REG / Regency Centers Corporation
SGEN / Seagen Inc
ACWI / iShares Trust - iShares MSCI ACWI ETF
LBRDK / Liberty Broadband Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
RPM / RPM International Inc.
KLAC / KLA Corporation
ULTA / Ulta Beauty, Inc.
ECL / Ecolab Inc.
HD / The Home Depot, Inc.
CNC / Centene Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
KEYS / Keysight Technologies, Inc.
MSFT / Microsoft Corporation
ESS / Essex Property Trust, Inc.
HPE / Hewlett Packard Enterprise Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PAYX / Paychex, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
EBAY / eBay Inc.
F / Ford Motor Company
DLTR / Dollar Tree, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TXN / Texas Instruments Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
LULU / lululemon athletica inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TMUS / T-Mobile US, Inc.
NEE / NextEra Energy, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
AVGO / Broadcom Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VEEV / Veeva Systems Inc.
MRK / Merck & Co., Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NKE / NIKE, Inc.
ETN / Eaton Corporation plc
PNC / The PNC Financial Services Group, Inc.
NXPI / NXP Semiconductors N.V.
PKG / Packaging Corporation of America
NEM / Newmont Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ENSG / The Ensign Group, Inc.
WSO / Watsco, Inc.
DVN / Devon Energy Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
APLS / Apellis Pharmaceuticals, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
T / AT&T Inc.
WASH / Washington Trust Bancorp, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CCI / Crown Castle Inc.
AMT / American Tower Corporation
META / Meta Platforms, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PLD / Prologis, Inc.
RLAY / Relay Therapeutics, Inc.
SRE / Sempra
NVDA / NVIDIA Corporation
XOM / Exxon Mobil Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SCHW / The Charles Schwab Corporation
CI / The Cigna Group
MDT / Medtronic plc
SLV / iShares Silver Trust
AXP / American Express Company
ABT / Abbott Laboratories
CL / Colgate-Palmolive Company
NTRS / Northern Trust Corporation
TJX / The TJX Companies, Inc.
SESN / Sesen Bio Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PG / The Procter & Gamble Company
TFC / Truist Financial Corporation
MELI / MercadoLibre, Inc.
LLY / Eli Lilly and Company
EOG / EOG Resources, Inc.
MCO / Moody's Corporation
GWW / W.W. Grainger, Inc.
SNPS / Synopsys, Inc.
NFLX / Netflix, Inc.
CMCSA / Comcast Corporation
CLX / The Clorox Company
NSC / Norfolk Southern Corporation
GILD / Gilead Sciences, Inc.
MBB / iShares Trust - iShares MBS ETF
PSX / Phillips 66
LYB / LyondellBasell Industries N.V.
ROK / Rockwell Automation, Inc.
PRU / Prudential Financial, Inc.
HSIC / Henry Schein, Inc.
CAG / Conagra Brands, Inc.
CB / Chubb Limited
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RF / Regions Financial Corporation
VOYA / Voya Financial, Inc.
QQQ / Invesco QQQ Trust, Series 1
UPS / United Parcel Service, Inc.
MRVL / Marvell Technology, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
STZ / Constellation Brands, Inc.
ITW / Illinois Tool Works Inc.
YUM / Yum! Brands, Inc.
PAYC / Paycom Software, Inc.
UNP / Union Pacific Corporation
MS / Morgan Stanley
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CBT / Cabot Corporation
DE / Deere & Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
0QYZ / Franco-Nevada Corporation
EXPD / Expeditors International of Washington, Inc.
DUK / Duke Energy Corporation
CPNG / Coupang, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BRK.A / Berkshire Hathaway Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
QCOM / QUALCOMM Incorporated
XYL / Xylem Inc.
MTD / Mettler-Toledo International Inc.
LDOS / Leidos Holdings, Inc.
FCX / Freeport-McMoRan Inc.
CTVA / Corteva, Inc.
A / Agilent Technologies, Inc.
EQIX / Equinix, Inc.
EXC / Exelon Corporation
LOGC / ContextLogic Holdings Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
PGR / The Progressive Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
LEN / Lennar Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
GLD / SPDR Gold Shares
PCAR / PACCAR Inc
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BBY / Best Buy Co., Inc.
PYPL / PayPal Holdings, Inc.
ADI / Analog Devices, Inc.
WBD / Warner Bros. Discovery, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
WDAY / Workday, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CHTR / Charter Communications, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
PHYS / Sprott Physical Gold Trust
HSY / The Hershey Company
INDA / iShares Trust - iShares MSCI India ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
MCK / McKesson Corporation
HOLX / Hologic, Inc.
AMZN / Amazon.com, Inc.
WPM / Wheaton Precious Metals Corp.
ESBA / Empire State Realty OP, L.P. - Limited Partnership
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCI / Barings Corporate Investors
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
IT / Gartner, Inc.
MCD / McDonald's Corporation
AMP / Ameriprise Financial, Inc.
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
YUMC / Yum China Holdings, Inc.
RYTM / Rhythm Pharmaceuticals, Inc.
IP / International Paper Company
VZ / Verizon Communications Inc.
SNGX / Soligenix, Inc.
CTXS / Citrix Systems, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
U / Unity Software Inc.
BALL / Ball Corporation
TROW / T. Rowe Price Group, Inc.
CMG / Chipotle Mexican Grill, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ABB / ABB Ltd. - ADR
SIL / Global X Funds - Global X Silver Miners ETF
PWR / Quanta Services, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
SQ / Block, Inc.
ALB / Albemarle Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
TTEK / Tetra Tech, Inc.
EL / The Estée Lauder Companies Inc.
PXD / Pioneer Natural Resources Company
APTV / Aptiv PLC
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
UROY / Uranium Royalty Corp.
NJR / New Jersey Resources Corporation
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
ADM / Archer-Daniels-Midland Company
HRL / Hormel Foods Corporation
TRC / Tejon Ranch Co.
EXR / Extra Space Storage Inc.
RHI / Robert Half Inc.
CNI / Canadian National Railway Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
TFX / Teleflex Incorporated
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ZBRA / Zebra Technologies Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
TTC / The Toro Company
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
ON / ON Semiconductor Corporation
DLB / Dolby Laboratories, Inc.
AMAT / Applied Materials, Inc.
MDLZ / Mondelez International, Inc.
RVMD / Revolution Medicines, Inc.
LEA / Lear Corporation
GE / General Electric Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NEU / NewMarket Corporation
ATUS / Optimum Communications, Inc.
XEL / Xcel Energy Inc.
O / Realty Income Corporation
MVIS / MicroVision, Inc.
MMP / Magellan Midstream Partners L.P.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
KDP / Keurig Dr Pepper Inc.
AAPL / Apple Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
BA / The Boeing Company
COST / Costco Wholesale Corporation
ADBE / Adobe Inc.
GOOGL / Alphabet Inc.
WMT / Walmart Inc.
GLW / Corning Incorporated
SNA / Snap-on Incorporated
CVS / CVS Health Corporation
GD / General Dynamics Corporation
BRO / Brown & Brown, Inc.
TSCO / Tractor Supply Company
TD N / The Toronto-Dominion Bank
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RSG / Republic Services, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMGN / Amgen Inc.
TSVT / 2seventy bio, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
DOV / Dover Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
IFF / International Flavors & Fragrances Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
GL / Globe Life Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CMI / Cummins Inc.
MET / MetLife, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AOS / A. O. Smith Corporation
SAGE / Sage Therapeutics, Inc.
CSX / CSX Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
KEY / KeyCorp
BRK.B / Berkshire Hathaway Inc.
UNH / UnitedHealth Group Incorporated
OTIS / Otis Worldwide Corporation
C / Citigroup Inc.
KMI / Kinder Morgan, Inc.
AZO / AutoZone, Inc.
SYK / Stryker Corporation
PEP / PepsiCo, Inc.
DOC / Healthpeak Properties, Inc.
V / Visa Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
APD / Air Products and Chemicals, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ETR / Entergy Corporation
TER / Teradyne, Inc.
TT / Trane Technologies plc
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
MNST / Monster Beverage Corporation
MTB / M&T Bank Corporation
WBA / Walgreens Boots Alliance, Inc.
WY / Weyerhaeuser Company
WM / Waste Management, Inc.
DD / DuPont de Nemours, Inc.
SEDG / SolarEdge Technologies, Inc.
FHTX / Foghorn Therapeutics Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BWA / BorgWarner Inc.
CARR / Carrier Global Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CNQ / Canadian Natural Resources Limited
BR / Broadridge Financial Solutions, Inc.
JNJ / Johnson & Johnson
CEG / Constellation Energy Corporation
STE / STERIS plc
ROST / Ross Stores, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
INBK / First Internet Bancorp
LMT / Lockheed Martin Corporation
TTD / The Trade Desk, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
CAT / Caterpillar Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SLB / SLB N.V.
MORF / Morphic Holding, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WRK / WestRock Company
KMB / Kimberly-Clark Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DOW / Dow Inc.
CSL / Carlisle Companies Incorporated
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
FFIV / F5, Inc.
CMS / CMS Energy Corporation
FTV / Fortive Corporation
OMC / Omnicom Group Inc.
LRCX / Lam Research Corporation
RMD / ResMed Inc.
TEL / TE Connectivity plc
ELV / Elevance Health, Inc.
ANET / Arista Networks, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
STLD / Steel Dynamics, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NOW / ServiceNow, Inc.
STT / State Street Corporation
PSA / Public Storage
DHI / D.R. Horton, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CTRA / Coterra Energy Inc.
NDAQ / Nasdaq, Inc.
IDXX / IDEXX Laboratories, Inc.
AMCR / Amcor plc
EQR / Equity Residential
VYGR / Voyager Therapeutics, Inc.
IQV / IQVIA Holdings Inc.
AVY / Avery Dennison Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BX / Blackstone Inc.
DIS / The Walt Disney Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CBOE / Cboe Global Markets, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BXSL / Blackstone Secured Lending Fund
DELL / Dell Technologies Inc.
BAX / Baxter International Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CLF / Cleveland-Cliffs Inc.
AEP / American Electric Power Company, Inc.
FCN / FTI Consulting, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
ENB / Enbridge Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
RY / Royal Bank of Canada
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EW / Edwards Lifesciences Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
BPMC / Blueprint Medicines Corporation
GS / The Goldman Sachs Group, Inc.
AKAM / Akamai Technologies, Inc.
SBUX / Starbucks Corporation
VMC / Vulcan Materials Company
SPY / State Street SPDR S&P 500 ETF Trust
IBM / International Business Machines Corporation
ENPH / Enphase Energy, Inc.
UEC / Uranium Energy Corp.
MAR / Marriott International, Inc.
CE / Celanese Corporation
FDX / FedEx Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SHW / The Sherwin-Williams Company
LHX / L3Harris Technologies, Inc.
FSLR / First Solar, Inc.
MRSH / Marsh & McLennan Companies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
CHD / Church & Dwight Co., Inc.
CRM / Salesforce, Inc.
LNG / Cheniere Energy, Inc.
BMY / Bristol-Myers Squibb Company
HUM / Humana Inc.
CCJ / Cameco Corporation