Market Value137,591,000
Total Holdings478
File Date2020-11-16
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)
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
NTLA / Intellia Therapeutics, Inc.
VRTV / Veritiv Corp
REGN / Regeneron Pharmaceuticals, Inc.
TMUS / T-Mobile US, Inc.
KDP / Keurig Dr Pepper Inc.
HPQ / HP Inc. Call
CAT / Caterpillar Inc.
INTC / Intel Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
SUNS / Sunrise Realty Trust, Inc.
XLNX / Xilinx, Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
BAX / Baxter International Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
AVXL / Anavex Life Sciences Corp.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
RWM / ProShares Trust - ProShares Short Russell2000
DXCM / DexCom, Inc.
NET / Cloudflare, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
US5391831030 / Livongo Health, Inc.
ATRA / Atara Biotherapeutics, Inc.
GEO / The GEO Group, Inc.
SKT / Tanger Inc.
904784709 / Unilever N.V.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
US05491N1046 / BBX Capital Corporation
ORTX / Orchard Therapeutics plc - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
AXP / American Express Company
TSLA / Tesla, Inc.
03765K104 / Aphria Inc.
CBU / Community Financial System, Inc.
PSEC / Prospect Capital Corporation
CDNS / Cadence Design Systems, Inc.
C.WSA / Citigroup, Inc.
TEL / TE Connectivity plc
KHC / The Kraft Heinz Company
IP / International Paper Company
US2655041000 / Dunkin' Brands Group, Inc.
RYN / Rayonier Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
HRC / Hill-Rom Holdings Inc
MET / MetLife, Inc.
BBY / Best Buy Co., Inc.
UAL / United Airlines Holdings, Inc.
DSSI / Diamond S Shipping Inc
KIM / Kimco Realty Corporation
NKTR / Nektar Therapeutics
RYAM / Rayonier Advanced Materials Inc.
RTX / RTX Corporation
CTXS / Citrix Systems, Inc.
KWR / Quaker Chemical Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
INSW / International Seaways, Inc.
US7018771029 / Parsley Energy, Inc.
MFGP / Micro Focus International Plc - ADR
SAVE / Spirit Airlines, Inc.
SVC / Service Properties Trust
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock)
CLRB / Cellectar Biosciences, Inc.
FAST / Fastenal Company
AMT / American Tower Corporation
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
GOOG / Alphabet Inc.
MSFT / Microsoft Corporation
PTON / Peloton Interactive, Inc.
OLP / One Liberty Properties, Inc.
WPC / W. P. Carey Inc.
MBB / iShares Trust - iShares MBS ETF
MDT / Medtronic plc
QQQ / Invesco QQQ Trust, Series 1
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ON / ON Semiconductor Corporation
IBM / International Business Machines Corporation
EDIT / Editas Medicine, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
JPM / JPMorgan Chase & Co.
PM / Philip Morris International Inc.
CARR / Carrier Global Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ARCC / Ares Capital Corporation
DUK / Duke Energy Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PAYX / Paychex, Inc.
VLO / Valero Energy Corporation
CLX / The Clorox Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SBUX / Starbucks Corporation
T / AT&T Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ADI / Analog Devices, Inc.
BMY / Bristol-Myers Squibb Company
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
GIS / General Mills, Inc.
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
RHP / Ryman Hospitality Properties, Inc.
FSLR / First Solar, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
BIIB / Biogen Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VNO / Vornado Realty Trust
WFC / Wells Fargo & Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
SCCO / Southern Copper Corporation
DE / Deere & Company
OHI / Omega Healthcare Investors, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
NEE / NextEra Energy, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
HON / Honeywell International Inc.
TXN / Texas Instruments Incorporated
BWXT / BWX Technologies, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
SPY / SPDR S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ABBV / AbbVie Inc.
LNC / Lincoln National Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BA / The Boeing Company
PFLT / PennantPark Floating Rate Capital Ltd.
HD / The Home Depot, Inc.
CVX / Chevron Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
FPF / First Trust Intermediate Duration Preferred & Income Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
WM / Waste Management, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SAVA / Cassava Sciences, Inc.
DDD / 3D Systems Corporation
AMZN / Amazon.com, Inc.
NKE / NIKE, Inc.
SPG / Simon Property Group, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
PG / The Procter & Gamble Company
PKG / Packaging Corporation of America
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FBIN / Fortune Brands Innovations, Inc.
ASIX / AdvanSix Inc.
CTVA / Corteva, Inc.
UHS / Universal Health Services, Inc.
AAPL / Apple Inc.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
CHKP / Check Point Software Technologies Ltd.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
LADR / Ladder Capital Corp
CDW / CDW Corporation
US00C4U1L353 / Mylan N.V.
ROK / Rockwell Automation, Inc.
CRH / CRH plc
SU / Suncor Energy Inc.
OKE / ONEOK, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SO / The Southern Company
MO / Altria Group, Inc.
GOLD / Barrick Mining Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
SPH / Suburban Propane Partners, L.P. - Limited Partnership
ORCL / Oracle Corporation
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
US7587501039 / Regal-Beloit Corp.
IBB / iShares Trust - iShares Biotechnology ETF
SPR / Spirit AeroSystems Holdings, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
TZA / Direxion Shares ETF Trust - Direxion Daily Small Cap Bear 3X Shares
BCS / Barclays PLC - Depositary Receipt (Common Stock)
DEO / Diageo plc - Depositary Receipt (Common Stock)
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CRSP / CRISPR Therapeutics AG
ZM / Zoom Communications Inc.
AKAM / Akamai Technologies, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
SNAP / Snap Inc.
ARNC / Arconic Corporation
QCOM / QUALCOMM Incorporated
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
XT / iShares Trust - iShares Exponential Technologies ETF
PBCT / People`s United Financial Inc
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
PCI / PGIM ETF Trust - PGIM Corporate Bond 5-10 Year ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ED / Consolidated Edison, Inc.
TCPC / BlackRock TCP Capital Corp.
GM / General Motors Company
NYF / iShares Trust - iShares New York Muni Bond ETF
MDLZ / Mondelez International, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AEP / American Electric Power Company, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
NBTB / NBT Bancorp Inc.
C / Citigroup Inc.
CVS / CVS Health Corporation
CNCE / Concert Pharmaceuticals Inc
CPLP / Capital Clean Energy Carriers Corp. - Limited Partnership
IDEX / Ideanomics, Inc.
CP / Canadian Pacific Kansas City Limited
FCEL / FuelCell Energy, Inc.
MCK / McKesson Corporation
D / Dominion Energy, Inc.
GILD / Gilead Sciences, Inc.
HPQ / HP Inc.
NVRI / Enviri Corporation
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
IYF / iShares Trust - iShares U.S. Financials ETF
WBA / Walgreens Boots Alliance, Inc.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
DOW / Dow Inc.
CB / Chubb Limited
CI / The Cigna Group
DHI / D.R. Horton, Inc.
COP / ConocoPhillips
BWA / BorgWarner Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LRCX / Lam Research Corporation
AFL / Aflac Incorporated
APD / Air Products and Chemicals, Inc.
SGEN / Seagen Inc
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CHTR / Charter Communications, Inc.
UBP / Urstadt Biddle Properties, Inc.
HUN / Huntsman Corporation
NKLA / Nikola Corporation
ABB / ABB Ltd. - ADR
GOOGL / Alphabet Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CHGG / Chegg, Inc.
UBX / Unity Biotechnology, Inc.
TWTR / Twitter Inc
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ARI / Apollo Commercial Real Estate Finance, Inc.
BRK.B / Berkshire Hathaway Inc.
ARE / Alexandria Real Estate Equities, Inc.
TRV / The Travelers Companies, Inc.
LRN / Stride, Inc.
CIM / Chimera Investment Corporation
NLY / Annaly Capital Management, Inc.
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares Call
KNOP / KNOT Offshore Partners LP - Limited Partnership
FIS / Fidelity National Information Services, Inc.
STWD / Starwood Property Trust, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
TRST / TrustCo Bank Corp NY
PXD / Pioneer Natural Resources Company
AVY / Avery Dennison Corporation
CCI / Crown Castle Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
SEDG / SolarEdge Technologies, Inc.
GWW / W.W. Grainger, Inc.
BTAI / BioXcel Therapeutics, Inc.
BTAI / BioXcel Therapeutics, Inc. Call
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CHD / Church & Dwight Co., Inc.
MFC / Manulife Financial Corporation
INCY / Incyte Corporation
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
TIP / iShares Trust - iShares TIPS Bond ETF
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
KO / The Coca-Cola Company
ELV / Elevance Health, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
BX / Blackstone Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
PYPL / PayPal Holdings, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
LOW / Lowe's Companies, Inc.
KMI / Kinder Morgan, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
AMGN / Amgen Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
TXT / Textron Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ACCO / ACCO Brands Corporation
JCI / Johnson Controls International plc
SLV / iShares Silver Trust
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RMR / The RMR Group Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVNS / Avanos Medical, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
VFH / Vanguard World Fund - Vanguard Financials ETF
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
SPY / SPDR S&P 500 ETF Put
LHX / L3Harris Technologies, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
TFC / Truist Financial Corporation
MRK / Merck & Co., Inc.
MCD / McDonald's Corporation
WMT / Walmart Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NVDA / NVIDIA Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
CC / The Chemours Company
HST / Host Hotels & Resorts, Inc.
AMAT / Applied Materials, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NDAQ / Nasdaq, Inc.
WMB / The Williams Companies, Inc.
ET / Energy Transfer LP - Limited Partnership
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
AVGO / Broadcom Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
REZI / Resideo Technologies, Inc.
MS / Morgan Stanley
DIS / The Walt Disney Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BKD / Brookdale Senior Living Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MAIN / Main Street Capital Corporation
EBAY / eBay Inc.
MU / Micron Technology, Inc.
XOM / Exxon Mobil Corporation
MMM / 3M Company
BAC / Bank of America Corporation
JNJ / Johnson & Johnson
VZ / Verizon Communications Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
EXC / Exelon Corporation
SURF / Surface Oncology Inc
NSC / Norfolk Southern Corporation
UBA / Urstadt Biddle Properties, Inc. - Class A
PARA / Paramount Global
SCHW / The Charles Schwab Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EMR / Emerson Electric Co.
ABT / Abbott Laboratories
NTRA / Natera, Inc.
TJX / The TJX Companies, Inc.
AMD / Advanced Micro Devices, Inc.
TMO / Thermo Fisher Scientific Inc.
ATAX / America First Multifamily Investors LP - Unit
RADCQ / Rite Aid Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
BW / Babcock & Wilcox Enterprises, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
UNP / Union Pacific Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
MA / Mastercard Incorporated
CGBD / Carlyle Secured Lending, Inc.
DCTH / Delcath Systems, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CE / Celanese Corporation
BK / The Bank of New York Mellon Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
KMB / Kimberly-Clark Corporation
XIFR / XPLR Infrastructure, LP - Limited Partnership
MRVL / Marvell Technology, Inc.
CRM / Salesforce, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
BEPC / Brookfield Renewable Corporation
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
ENB / Enbridge Inc.
KEY / KeyCorp
IVV / iShares Trust - iShares Core S&P 500 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
LUMN / Lumen Technologies, Inc.
TSCO / Tractor Supply Company
NGG / National Grid plc - Depositary Receipt (Common Stock)
CGC / Canopy Growth Corporation
KR / The Kroger Co.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GE / General Electric Company
PLD / Prologis, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TGT / Target Corporation
HWM / Howmet Aerospace Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UPS / United Parcel Service, Inc.
RITM / Rithm Capital Corp.
MUB / iShares Trust - iShares National Muni Bond ETF
COF / Capital One Financial Corporation
FDX / FedEx Corporation
IONS / Ionis Pharmaceuticals, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HIG / The Hartford Insurance Group, Inc.
SPCE / Virgin Galactic Holdings, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
ECL / Ecolab Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BNGO / Bionano Genomics, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
GTX / Garrett Motion Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SWK / Stanley Black & Decker, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ADBE / Adobe Inc.
MCHP / Microchip Technology Incorporated
ATVI / Activision Blizzard Inc
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ZTS / Zoetis Inc.
META / Meta Platforms, Inc.
F / Ford Motor Company
UNH / UnitedHealth Group Incorporated
IAU / iShares Gold Trust
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ACN / Accenture plc
CRWD / CrowdStrike Holdings, Inc.
PLUG / Plug Power Inc.
V / Visa Inc.
PNR / Pentair plc
OTIS / Otis Worldwide Corporation
EXAS / Exact Sciences Corporation
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DTE / DTE Energy Company
GCBC / Greene County Bancorp, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WAB / Westinghouse Air Brake Technologies Corporation
NFLX / Netflix, Inc.
PEP / PepsiCo, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LIN / Linde plc
AROW / Arrow Financial Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ALC / Alcon Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
CSCO / Cisco Systems, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
CSX / CSX Corporation
GS / The Goldman Sachs Group, Inc.
ADSK / Autodesk, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
EDSA / Edesa Biotech, Inc.
FI / Fiserv, Inc.
ES / Eversource Energy
GLD / SPDR Gold Trust
ATHX / Athersys, Inc.
ETR / Entergy Corporation
JBGS / JBG SMITH Properties