Market Value1,129,216,683
Total Holdings523
File Date2024-07-24
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)
OMC / Omnicom Group Inc.
MET / MetLife, Inc.
CGNX / Cognex Corporation
CR / Crane Company
PEG / Public Service Enterprise Group Incorporated
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
HWM / Howmet Aerospace Inc.
REG / Regency Centers Corporation
OC / Owens Corning
DD / DuPont de Nemours, Inc.
TER / Teradyne, Inc.
PRU / Prudential Financial, Inc.
VEEV / Veeva Systems Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
KMPR / Kemper Corporation
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
LRCX / Lam Research Corporation
BRO / Brown & Brown, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AVY / Avery Dennison Corporation
SPG / Simon Property Group, Inc.
UDR / UDR, Inc.
ALL / The Allstate Corporation
MTD / Mettler-Toledo International Inc.
SPR / Spirit AeroSystems Holdings, Inc.
RAMP / LiveRamp Holdings, Inc.
INGR / Ingredion Incorporated
EVRG / Evergy, Inc.
SCCO / Southern Copper Corporation
A / Agilent Technologies, Inc.
ASIX / AdvanSix Inc.
HUN / Huntsman Corporation
HSY / The Hershey Company
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
NXT / Nextracker Inc.
LNT / Alliant Energy Corporation
ACA / Arcosa, Inc.
QLD / ProShares Trust - ProShares Ultra QQQ
BLDR / Builders FirstSource, Inc.
CBSH / Commerce Bancshares, Inc.
COO / The Cooper Companies, Inc.
AMD / Advanced Micro Devices, Inc.
ADEA / Adeia Inc.
CFR / Cullen/Frost Bankers, Inc.
JHG / Janus Henderson Group plc
UTHR / United Therapeutics Corporation
XRAY / DENTSPLY SIRONA Inc.
XPER / Xperi Inc.
FLO / Flowers Foods, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VMEO / Vimeo, Inc.
DINO / HF Sinclair Corporation
ACM / AECOM
SRCL / Stericycle, Inc.
LBTYA / Liberty Global Ltd.
LBTYK / Liberty Global Ltd.
SMG / The Scotts Miracle-Gro Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NBIX / Neurocrine Biosciences, Inc.
VOYA / Voya Financial, Inc.
CXT / Crane NXT, Co.
WRK / WestRock Company
ADM / Archer-Daniels-Midland Company
ORI / Old Republic International Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LPX / Louisiana-Pacific Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CSCO / Cisco Systems, Inc.
AMCR / Amcor plc
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SNV / Synovus Financial Corp.
RBC / RBC Bearings Incorporated
NUE / Nucor Corporation
CVLT / Commvault Systems, Inc.
MO / Altria Group, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
GWRE / Guidewire Software, Inc.
RGEN / Repligen Corporation
WOLF / Wolfspeed, Inc.
MEDP / Medpace Holdings, Inc.
ENPH / Enphase Energy, Inc.
COHN / Cohen & Company Inc.
PAYC / Paycom Software, Inc.
UNM / Unum Group
PXD / Pioneer Natural Resources Company
SEE / Sealed Air Corporation
CP / Canadian Pacific Kansas City Limited
BDN / Brandywine Realty Trust
IAC / IAC Inc.
KBR / KBR, Inc.
GNLN / Greenlane Holdings, Inc.
AMP / Ameriprise Financial, Inc.
KGC / Kinross Gold Corporation
TOL / Toll Brothers, Inc.
AAPL / Apple Inc.
RTX / RTX Corporation
PEP / PepsiCo, Inc.
HAL / Halliburton Company
DOW / Dow Inc.
ASO / Academy Sports and Outdoors, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
APDOL / MidCap Financial Investment Corporation
BMRN / BioMarin Pharmaceutical Inc.
CROX / Crocs, Inc.
DHI / D.R. Horton, Inc.
SHOP / Shopify Inc.
SCHW / The Charles Schwab Corporation
TGT / Target Corporation
CCK / Crown Holdings, Inc.
IBM / International Business Machines Corporation
ATO / Atmos Energy Corporation
UNP / Union Pacific Corporation
VRSK / Verisk Analytics, Inc.
TJX / The TJX Companies, Inc.
JCI / Johnson Controls International plc
DVN / Devon Energy Corporation
CBOE / Cboe Global Markets, Inc.
BKR / Baker Hughes Company
ARCC / Ares Capital Corporation
ZBH / Zimmer Biomet Holdings, Inc.
UAL / United Airlines Holdings, Inc.
MS / Morgan Stanley
GIS / General Mills, Inc.
PKG / Packaging Corporation of America
CRM / Salesforce, Inc.
EMR / Emerson Electric Co.
TFX / Teleflex Incorporated
NKE / NIKE, Inc.
YUM / Yum! Brands, Inc.
LOW / Lowe's Companies, Inc.
FDX / FedEx Corporation
CHD / Church & Dwight Co., Inc.
DHR / Danaher Corporation
CAG / Conagra Brands, Inc.
PPL / PPL Corporation
CEG / Constellation Energy Corporation
OTIS / Otis Worldwide Corporation
SJM / The J. M. Smucker Company
SYK / Stryker Corporation
EFX / Equifax Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
JLL / Jones Lang LaSalle Incorporated
FCX / Freeport-McMoRan Inc.
TSCO / Tractor Supply Company
MAR / Marriott International, Inc.
LHX / L3Harris Technologies, Inc.
ARE / Alexandria Real Estate Equities, Inc.
CDW / CDW Corporation
DE / Deere & Company
VZ / Verizon Communications Inc.
LNC / Lincoln National Corporation
FAX / Abrdn Asia-Pacific Income Fund Inc
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
GE / General Electric Company
BKNG / Booking Holdings Inc.
EMN / Eastman Chemical Company
DGX / Quest Diagnostics Incorporated
TROW / T. Rowe Price Group, Inc.
KIM / Kimco Realty Corporation
PHM / PulteGroup, Inc.
OBE / Obsidian Energy Ltd.
PSX / Phillips 66
GEN / Gen Digital Inc.
HBI / Hanesbrands Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ABT / Abbott Laboratories
TMUS / T-Mobile US, Inc.
SYF / Synchrony Financial
RJF / Raymond James Financial, Inc.
AMT / American Tower Corporation
CINF / Cincinnati Financial Corporation
MANH / Manhattan Associates, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AFG / American Financial Group, Inc.
ON / ON Semiconductor Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ICE / Intercontinental Exchange, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AOS / A. O. Smith Corporation
QCOM / QUALCOMM Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AES / The AES Corporation
TDG / TransDigm Group Incorporated
EOG / EOG Resources, Inc.
TMO / Thermo Fisher Scientific Inc.
GOOG / Alphabet Inc.
AMAT / Applied Materials, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RHI / Robert Half Inc.
HII / Huntington Ingalls Industries, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
TPL / Texas Pacific Land Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
IDXX / IDEXX Laboratories, Inc.
GOOGL / Alphabet Inc.
CNC / Centene Corporation
WSM / Williams-Sonoma, Inc.
RGLD / Royal Gold, Inc.
ZM / Zoom Communications Inc.
DAL / Delta Air Lines, Inc.
MOS / The Mosaic Company
STLD / Steel Dynamics, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
FANG / Diamondback Energy, Inc.
BAC / Bank of America Corporation
DUK / Duke Energy Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NVDA / NVIDIA Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
MDLZ / Mondelez International, Inc.
CAT / Caterpillar Inc.
INTC / Intel Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GEHC / GE HealthCare Technologies Inc.
BR / Broadridge Financial Solutions, Inc.
ADI / Analog Devices, Inc.
F / Ford Motor Company
GM / General Motors Company
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
AWK / American Water Works Company, Inc.
VTRS / Viatris Inc.
WFC / Wells Fargo & Company
RCL / Royal Caribbean Cruises Ltd.
DKS / DICK'S Sporting Goods, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CPT / Camden Property Trust
WTW / Willis Towers Watson Public Limited Company
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DNP / DNP Select Income Fund Inc.
MMC / Marsh & McLennan Companies, Inc.
CMG / Chipotle Mexican Grill, Inc.
BSX / Boston Scientific Corporation
LEN / Lennar Corporation
SON / Sonoco Products Company
CVX / Chevron Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VICI / VICI Properties Inc.
PNR / Pentair plc
USB / U.S. Bancorp
ITW / Illinois Tool Works Inc.
UPS / United Parcel Service, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DLTR / Dollar Tree, Inc.
TTWO / Take-Two Interactive Software, Inc.
KMB / Kimberly-Clark Corporation
TXN / Texas Instruments Incorporated
TRMB / Trimble Inc.
MU / Micron Technology, Inc.
SPY / SPDR S&P 500 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
EQIX / Equinix, Inc.
KO / The Coca-Cola Company
WBD / Warner Bros. Discovery, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ADP / Automatic Data Processing, Inc.
DXCM / DexCom, Inc.
DRI / Darden Restaurants, Inc.
BRK.B / Berkshire Hathaway Inc.
DOV / Dover Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
EXR / Extra Space Storage Inc.
PSA / Public Storage
MTB / M&T Bank Corporation
OXY / Occidental Petroleum Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ADBE / Adobe Inc.
AGO / Assured Guaranty Ltd.
EA / Electronic Arts Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
ROST / Ross Stores, Inc.
GS / The Goldman Sachs Group, Inc.
PLD / Prologis, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
OGE / OGE Energy Corp.
WM / Waste Management, Inc.
CTAS / Cintas Corporation
TRN / Trinity Industries, Inc.
SBAC / SBA Communications Corporation
ETR / Entergy Corporation
TSN / Tyson Foods, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MSTR / Strategy Inc
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IAU / iShares Gold Trust
GILD / Gilead Sciences, Inc.
LVS / Las Vegas Sands Corp.
XYL / Xylem Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
MAA / Mid-America Apartment Communities, Inc.
FDS / FactSet Research Systems Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
COP / ConocoPhillips
TAP / Molson Coors Beverage Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
COR / Cencora, Inc.
BLKB / Blackbaud, Inc.
TSLA / Tesla, Inc.
AON / Aon plc
CRNC / Cerence Inc.
IT / Gartner, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SNOW / Snowflake Inc.
AMGN / Amgen Inc.
PPG / PPG Industries, Inc.
BILZ / PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund
ORLY / O'Reilly Automotive, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
SYY / Sysco Corporation
KTOS / Kratos Defense & Security Solutions, Inc.
WST / West Pharmaceutical Services, Inc.
OLN / Olin Corporation
LYB / LyondellBasell Industries N.V.
IPGP / IPG Photonics Corporation
QLYS / Qualys, Inc.
SO / The Southern Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VNT / Vontier Corporation
JBHT / J.B. Hunt Transport Services, Inc.
WMB / The Williams Companies, Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
L / Loews Corporation
STE / STERIS plc
ESI / Element Solutions Inc
GEV / GE Vernova Inc.
ZBRA / Zebra Technologies Corporation
ODFL / Old Dominion Freight Line, Inc.
ALSN / Allison Transmission Holdings, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
NEOG / Neogen Corporation
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
SOLV / Solventum Corporation
CMS / CMS Energy Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HON / Honeywell International Inc.
RBA / RB Global, Inc.
ABBV / AbbVie Inc.
COST / Costco Wholesale Corporation
EBAY / eBay Inc.
SNA / Snap-on Incorporated
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MTCH / Match Group, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
PM / Philip Morris International Inc.
RMD / ResMed Inc.
SLB / Schlumberger Limited
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
TXT / Textron Inc.
CCI / Crown Castle Inc.
MSI / Motorola Solutions, Inc.
EXP / Eagle Materials Inc.
PFE / Pfizer Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ESS / Essex Property Trust, Inc.
FTV / Fortive Corporation
FLEX / Flex Ltd.
ORCL / Oracle Corporation
DLR / Digital Realty Trust, Inc.
BA / The Boeing Company
OGN / Organon & Co.
IEX / IDEX Corporation
APD / Air Products and Chemicals, Inc.
AJG / Arthur J. Gallagher & Co.
BPOP / Popular, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
NFLX / Netflix, Inc.
DIS / The Walt Disney Company
LMT / Lockheed Martin Corporation
UNH / UnitedHealth Group Incorporated
AMZN / Amazon.com, Inc.
PYPL / PayPal Holdings, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DTE / DTE Energy Company
JPM / JPMorgan Chase & Co.
LLY / Eli Lilly and Company
MA / Mastercard Incorporated
NEE / NextEra Energy, Inc.
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
FTNT / Fortinet, Inc.
MGM / MGM Resorts International
MSFT / Microsoft Corporation
SNPS / Synopsys, Inc.
EG / Everest Group, Ltd.
TFC / Truist Financial Corporation
J / Jacobs Solutions Inc.
WTRG / Essential Utilities, Inc.
ISRG / Intuitive Surgical, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
V / Visa Inc.
WAB / Westinghouse Air Brake Technologies Corporation
MMM / 3M Company
NOW / ServiceNow, Inc.
UBER / Uber Technologies, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
WMT / Walmart Inc.
ACN / Accenture plc
BDX / Becton, Dickinson and Company
NOC / Northrop Grumman Corporation
INTU / Intuit Inc.
KD / Kyndryl Holdings, Inc.
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
FULT / Fulton Financial Corporation
CHTR / Charter Communications, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WDC / Western Digital Corporation
SWKS / Skyworks Solutions, Inc.
CHPT / ChargePoint Holdings, Inc.
DEI / Douglas Emmett, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
AZTA / Azenta, Inc.
BSY / Bentley Systems, Incorporated
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
LII / Lennox International Inc.
PWR / Quanta Services, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IBIT / iShares Bitcoin Trust ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AWI / Armstrong World Industries, Inc.
CPRT / Copart, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
BXMT / Blackstone Mortgage Trust, Inc.
KRNT / Kornit Digital Ltd.
LULU / lululemon athletica inc.
OKE / ONEOK, Inc.
EXC / Exelon Corporation
BX / Blackstone Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KWR / Quaker Chemical Corporation
FMC / FMC Corporation
CNP / CenterPoint Energy, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IBKR / Interactive Brokers Group, Inc.
CGNT / Cognyte Software Ltd.
BAX / Baxter International Inc.
HD / The Home Depot, Inc.
PODD / Insulet Corporation
C.WSA / Citigroup, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
REZI / Resideo Technologies, Inc.
ANSS / ANSYS, Inc.
REET / iShares Trust - iShares Global REIT ETF
MRO / Marathon Oil Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CYBR / CyberArk Software Ltd.
ADSK / Autodesk, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
EMBC / Embecta Corp.
MORN / Morningstar, Inc.
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF
ABNB / Airbnb, Inc.
AFRM / Affirm Holdings, Inc.
TECH / Bio-Techne Corporation
CDNS / Cadence Design Systems, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
STAA / STAAR Surgical Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
INMD / InMode Ltd.
MCK / McKesson Corporation
BMY / Bristol-Myers Squibb Company
CARR / Carrier Global Corporation
OEF / iShares Trust - iShares S&P 100 ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TKR / The Timken Company
AVAV / AeroVironment, Inc.
VLTO / Veralto Corporation
BKT / BlackRock Income Trust, Inc.
CLX / The Clorox Company
NWSA / News Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPSC / SPS Commerce, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PNC / The PNC Financial Services Group, Inc.
FLS / Flowserve Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
FFIV / F5, Inc.
CB / Chubb Limited
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SBLK / Star Bulk Carriers Corp.
META / Meta Platforms, Inc.
QQQ / Invesco QQQ Trust, Series 1
VLO / Valero Energy Corporation
RGA / Reinsurance Group of America, Incorporated
SHW / The Sherwin-Williams Company
AXP / American Express Company
DVA / DaVita Inc.
CL / Colgate-Palmolive Company
CE / Celanese Corporation
ELV / Elevance Health, Inc.
CI / The Cigna Group
THG / The Hanover Insurance Group, Inc.
SPGI / S&P Global Inc.
STT / State Street Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SBUX / Starbucks Corporation
ALB / Albemarle Corporation
CVS / CVS Health Corporation
MNST / Monster Beverage Corporation
LIN / Linde plc
CMCSA / Comcast Corporation
KHC / The Kraft Heinz Company
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ZIMV / ZimVie Inc.
MDT / Medtronic plc
WRB / W. R. Berkley Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CSX / CSX Corporation
KEYS / Keysight Technologies, Inc.
AVGO / Broadcom Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WCN / Waste Connections, Inc.
ES / Eversource Energy
CC / The Chemours Company
SRE / Sempra
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PG / The Procter & Gamble Company
MMSI / Merit Medical Systems, Inc.
CTVA / Corteva, Inc.
XOM / Exxon Mobil Corporation
GLW / Corning Incorporated
C / Citigroup Inc.
JNJ / Johnson & Johnson
MCD / McDonald's Corporation
NEM / Newmont Corporation
MRK / Merck & Co., Inc.