Market Value3,672,110,953
Total Holdings463
File Date2023-08-14
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.

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)
VHT / Vanguard World Fund - Vanguard Health Care ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
KEYS / Keysight Technologies, Inc.
AMN / AMN Healthcare Services, Inc.
WELL / Welltower Inc.
WBA / Walgreens Boots Alliance, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
C / Citigroup Inc.
RC / Ready Capital Corporation
APTV / Aptiv PLC
TREX / Trex Company, Inc.
GEHC / GE HealthCare Technologies Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
ARCC / Ares Capital Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
JKHY / Jack Henry & Associates, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LMT / Lockheed Martin Corporation
MOS / The Mosaic Company
IDXX / IDEXX Laboratories, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LRCX / Lam Research Corporation
SWK / Stanley Black & Decker, Inc.
ERII / Energy Recovery, Inc.
DGX / Quest Diagnostics Incorporated
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
PXD / Pioneer Natural Resources Company
WRK / WestRock Company
ENPH / Enphase Energy, Inc.
HON / Honeywell International Inc.
MBB / iShares Trust - iShares MBS ETF
US04010LAW37 / Ares Cap Corp Bond
AVY / Avery Dennison Corporation
NVG / Nuveen AMT-Free Municipal Credit Income Fund
OXY / Occidental Petroleum Corporation
JPM / JPMorgan Chase & Co.
NOVA / Sunnova Energy International Inc.
TSCO / Tractor Supply Company
SLV / iShares Silver Trust
VAW / Vanguard World Fund - Vanguard Materials ETF
ADI / Analog Devices, Inc.
NKE / NIKE, Inc.
AWK / American Water Works Company, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
MA / Mastercard Incorporated
CVS / CVS Health Corporation
ITW / Illinois Tool Works Inc.
BMY / Bristol-Myers Squibb Company
VTRS / Viatris Inc.
GD / General Dynamics Corporation
AY / Atlantica Sustainable Infrastructure plc
SBUX / Starbucks Corporation
TGT / Target Corporation
KO / The Coca-Cola Company
OKE / ONEOK, Inc.
TMUS / T-Mobile US, Inc.
WMT / Walmart Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
AZO / AutoZone, Inc.
LTHM / Livent Corporation
TJX / The TJX Companies, Inc.
LSI / Life Storage Inc - Registered Shares
MSI / Motorola Solutions, Inc.
CEF / Sprott Physical Gold and Silver Trust
IYH / iShares Trust - iShares U.S. Healthcare ETF
F / Ford Motor Company
CARR / Carrier Global Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GPC / Genuine Parts Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
DOW / Dow Inc.
BSX / Boston Scientific Corporation
IQV / IQVIA Holdings Inc.
QQQ / Invesco QQQ Trust, Series 1
TXN / Texas Instruments Incorporated
MKC / McCormick & Company, Incorporated
PSX / Phillips 66
BWA / BorgWarner Inc.
PGR / The Progressive Corporation
ACN / Accenture plc
HOLX / Hologic, Inc.
CSX / CSX Corporation
REET / iShares Trust - iShares Global REIT ETF
MS / Morgan Stanley
FAST / Fastenal Company
BK / The Bank of New York Mellon Corporation
XYL / Xylem Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MMM / 3M Company
MCO / Moody's Corporation
PAYX / Paychex, Inc.
ECL / Ecolab Inc.
AJG / Arthur J. Gallagher & Co.
GXO / GXO Logistics, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
MAS / Masco Corporation
FCX / Freeport-McMoRan Inc.
CRL / Charles River Laboratories International, Inc.
CINF / Cincinnati Financial Corporation
AXP / American Express Company
GS / The Goldman Sachs Group, Inc.
AMGN / Amgen Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
DHR / Danaher Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
COF / Capital One Financial Corporation
GNRC / Generac Holdings Inc.
ODFL / Old Dominion Freight Line, Inc.
DUK / Duke Energy Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ALL / The Allstate Corporation
VZ / Verizon Communications Inc.
AME / AMETEK, Inc.
EOG / EOG Resources, Inc.
GOOG / Alphabet Inc.
META / Meta Platforms, Inc.
GOOGL / Alphabet Inc.
VRSK / Verisk Analytics, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
MCK / McKesson Corporation
AAPL / Apple Inc.
ZTS / Zoetis Inc.
BKR / Baker Hughes Company
URI / United Rentals, Inc.
PPIH / Perma-Pipe International Holdings, Inc.
BDX / Becton, Dickinson and Company
WDAY / Workday, Inc.
BLD / TopBuild Corp.
AKAM / Akamai Technologies, Inc.
USB / U.S. Bancorp
CL / Colgate-Palmolive Company
QCOM / QUALCOMM Incorporated
PANW / Palo Alto Networks, Inc.
CBRE / CBRE Group, Inc.
AMD / Advanced Micro Devices, Inc.
IPG / The Interpublic Group of Companies, Inc.
ICE / Intercontinental Exchange, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
SIRI / Sirius XM Holdings Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
VMW / Vmware Inc. - Class A
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ROP / Roper Technologies, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MCHP / Microchip Technology Incorporated
BBY / Best Buy Co., Inc.
HES / Hess Corporation
D / Dominion Energy, Inc.
PYPL / PayPal Holdings, Inc.
MAIN / Main Street Capital Corporation
PMF / PIMCO Municipal Income Fund
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
CHPT / ChargePoint Holdings, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
GTLS / Chart Industries, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VMC / Vulcan Materials Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BRK.A / Berkshire Hathaway Inc.
NOC / Northrop Grumman Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CLX / The Clorox Company
OEF / iShares Trust - iShares S&P 100 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SJM / The J. M. Smucker Company
AEIS / Advanced Energy Industries, Inc.
DECK / Deckers Outdoor Corporation
MP / MP Materials Corp.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SYY / Sysco Corporation
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
TSLA / Tesla, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
BE / Bloom Energy Corporation
ENVX / Enovix Corporation
WFC / Wells Fargo & Company
VRSN / VeriSign, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
LEN / Lennar Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
RS / Reliance, Inc.
NEE / NextEra Energy, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LHX / L3Harris Technologies, Inc.
LNG / Cheniere Energy, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
A / Agilent Technologies, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CMCSA / Comcast Corporation
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
CEG / Constellation Energy Corporation
TYL / Tyler Technologies, Inc.
TFC / Truist Financial Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
RTX / RTX Corporation
MRSH / Marsh & McLennan Companies, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
DRI / Darden Restaurants, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PSA / Public Storage
GLW / Corning Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
ADBE / Adobe Inc.
TW / Tradeweb Markets Inc.
BRK.B / Berkshire Hathaway Inc.
WM / Waste Management, Inc.
PFE / Pfizer Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
COST / Costco Wholesale Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
O / Realty Income Corporation
ADP / Automatic Data Processing, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HLI / Houlihan Lokey, Inc.
NFG / National Fuel Gas Company
IWB / iShares Trust - iShares Russell 1000 ETF
CCEP / Coca-Cola Europacific Partners PLC
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CTAS / Cintas Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BMI / Badger Meter, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CME / CME Group Inc.
AVGO / Broadcom Inc.
MCD / McDonald's Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
PCAR / PACCAR Inc
DFS / Discover Financial Services
FTXP / Foothills Exploration, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MSCI / MSCI Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IP / International Paper Company
MBIO / Mustang Bio, Inc.
TOLZ / ProShares Trust - ProShares DJ Brookfield Global Infrastructure ETF
AES / The AES Corporation
CI / The Cigna Group
XPO / XPO, Inc.
LICY / Li-Cycle Holdings Corp.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
STLD / Steel Dynamics, Inc.
CSGP / CoStar Group, Inc.
WY / Weyerhaeuser Company
NXP / Nuveen Select Tax-Free Income Portfolio
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
STEM / Stem, Inc.
ASPN / Aspen Aerogels, Inc.
HSY / The Hershey Company
OMC / Omnicom Group Inc.
UTL / Unitil Corporation
CATC / Cambridge Bancorp
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BIIB / Biogen Inc.
UNP / Union Pacific Corporation
XOM / Exxon Mobil Corporation
MRK / Merck & Co., Inc.
CRM / Salesforce, Inc.
AMZN / Amazon.com, Inc.
HCA / HCA Healthcare, Inc.
ES / Eversource Energy
V / Visa Inc.
CSCO / Cisco Systems, Inc.
NFLX / Netflix, Inc.
INTC / Intel Corporation
GIS / General Mills, Inc.
PLD / Prologis, Inc.
KMI / Kinder Morgan, Inc.
GE / General Electric Company
LOW / Lowe's Companies, Inc.
BAC / Bank of America Corporation
NUE / Nucor Corporation
PM / Philip Morris International Inc.
COP / ConocoPhillips
PH / Parker-Hannifin Corporation
GILD / Gilead Sciences, Inc.
CAH / Cardinal Health, Inc.
CDW / CDW Corporation
VRTX / Vertex Pharmaceuticals Incorporated
PNC / The PNC Financial Services Group, Inc.
EQIX / Equinix, Inc.
WMB / The Williams Companies, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BA / The Boeing Company
CMI / Cummins Inc.
APD / Air Products and Chemicals, Inc.
LLY / Eli Lilly and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ROK / Rockwell Automation, Inc.
AEP / American Electric Power Company, Inc.
TT / Trane Technologies plc
SLB / SLB N.V.
DHI / D.R. Horton, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
JCI / Johnson Controls International plc
MLM / Martin Marietta Materials, Inc.
LIN / Linde plc
MAA / Mid-America Apartment Communities, Inc.
TRV / The Travelers Companies, Inc.
FDX / FedEx Corporation
NXPI / NXP Semiconductors N.V.
FTNT / Fortinet, Inc.
EL / The Estée Lauder Companies Inc.
DE / Deere & Company
REGN / Regeneron Pharmaceuticals, Inc.
PTC / PTC Inc.
ORLY / O'Reilly Automotive, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
OTIS / Otis Worldwide Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ABBV / AbbVie Inc.
SNA / Snap-on Incorporated
BX / Blackstone Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TECH / Bio-Techne Corporation
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SO / The Southern Company
POOL / Pool Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AFL / Aflac Incorporated
DVN / Devon Energy Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
MDLZ / Mondelez International, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
UPRO / ProShares Trust - ProShares UltraPro S&P500
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHW / The Charles Schwab Corporation
AON / Aon plc
CMG / Chipotle Mexican Grill, Inc.
YUM / Yum! Brands, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MDT / Medtronic plc
SPY / State Street SPDR S&P 500 ETF Trust
EA / Electronic Arts Inc.
DOV / Dover Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PRI / Primerica, Inc.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
NOW / ServiceNow, Inc.
UNH / UnitedHealth Group Incorporated
NVDA / NVIDIA Corporation
CB / Chubb Limited
AMP / Ameriprise Financial, Inc.
MO / Altria Group, Inc.
INTU / Intuit Inc.
BKNG / Booking Holdings Inc.
SYK / Stryker Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
UPS / United Parcel Service, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NSC / Norfolk Southern Corporation
PEP / PepsiCo, Inc.
AMT / American Tower Corporation
KR / The Kroger Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IRM / Iron Mountain Incorporated
FICO / Fair Isaac Corporation
DIS / The Walt Disney Company
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
EMR / Emerson Electric Co.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RSG / Republic Services, Inc.
APH / Amphenol Corporation
HIG / The Hartford Insurance Group, Inc.
GPK / Graphic Packaging Holding Company
SRE / Sempra
CVX / Chevron Corporation
MCN / XAI Madison Equity Premium Income Fund
LAC / Lithium Americas Corp.
EXC / Exelon Corporation
FREY / FREYR Battery, Inc.
PLUG / Plug Power Inc.
GM / General Motors Company
ORCL / Oracle Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AVB / AvalonBay Communities, Inc.
GLD / SPDR Gold Shares
SHEL / Shell plc - Depositary Receipt (Common Stock)
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CCI / Crown Castle Inc.
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
TEL / TE Connectivity plc
SMMD / iShares Trust - iShares Russell 2500 ETF
ETN / Eaton Corporation plc
ACM / AECOM
IAU / iShares Gold Trust
NTR / Nutrien Ltd.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HD / The Home Depot, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SPGI / S&P Global Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
RPM / RPM International Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ED / Consolidated Edison, Inc.
TMO / Thermo Fisher Scientific Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
C.WSA / Citigroup, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
T / AT&T Inc.
TPL / Texas Pacific Land Corporation
BR / Broadridge Financial Solutions, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MTB / M&T Bank Corporation
AMAT / Applied Materials, Inc.
ABT / Abbott Laboratories
ELV / Elevance Health, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
CTSH / Cognizant Technology Solutions Corporation