Market Value456,849,000
Total Holdings395
File Date2021-11-05
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
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Shares
Current
Shares
Change
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ICLN / iShares Trust - iShares Global Clean Energy ETF
APD / Air Products and Chemicals, Inc.
ILMN / Illumina, Inc.
NHC / National HealthCare Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PRU / Prudential Financial, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
DKS / DICK'S Sporting Goods, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CMF / iShares Trust - iShares California Muni Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SQ / Block, Inc.
SPGI / S&P Global Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CVS / CVS Health Corporation
MRCC / Monroe Capital Corporation
PM / Philip Morris International Inc.
STX / Seagate Technology Holdings plc
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
SYY / Sysco Corporation
GIS / General Mills, Inc.
ULTA / Ulta Beauty, Inc.
OKE / ONEOK, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PLTR / Palantir Technologies Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ETN / Eaton Corporation plc
RTX / RTX Corporation
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
SPY / SPDR S&P 500 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FIVE / Five Below, Inc.
NMFC / New Mountain Finance Corporation
HPE / Hewlett Packard Enterprise Company
TSLA / Tesla, Inc.
NSC / Norfolk Southern Corporation
NKE / NIKE, Inc.
FDS / FactSet Research Systems Inc.
ADM / Archer-Daniels-Midland Company
XOM / Exxon Mobil Corporation
UNP / Union Pacific Corporation
MSFT / Microsoft Corporation
LMT / Lockheed Martin Corporation
AXP / American Express Company
AMAT / Applied Materials, Inc.
GWW / W.W. Grainger, Inc.
NEE / NextEra Energy, Inc.
CAT / Caterpillar Inc.
UPS / United Parcel Service, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
AMGN / Amgen Inc.
IBM / International Business Machines Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CTSH / Cognizant Technology Solutions Corporation
C / Citigroup Inc.
ADBE / Adobe Inc.
AMD / Advanced Micro Devices, Inc.
MCD / McDonald's Corporation
DE / Deere & Company
MMM / 3M Company
MO / Altria Group, Inc.
BAC / Bank of America Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OCSL / Oaktree Specialty Lending Corporation
TGT / Target Corporation
IBB / iShares Trust - iShares Biotechnology ETF
ATRS / Antares Pharma Inc
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SHOP / Shopify Inc.
GD / General Dynamics Corporation
LVS / Las Vegas Sands Corp.
AMT / American Tower Corporation
IYJ / iShares Trust - iShares U.S. Industrials ETF
LUV / Southwest Airlines Co.
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
NUE / Nucor Corporation
ALL / The Allstate Corporation
MAIN / Main Street Capital Corporation
ORCL / Oracle Corporation
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
ADSK / Autodesk, Inc.
ACN / Accenture plc
LKQ / LKQ Corporation
FDX / FedEx Corporation
INTU / Intuit Inc.
PFE / Pfizer Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
F / Ford Motor Company
JFR / Nuveen Floating Rate Income Fund
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
PYPL / PayPal Holdings, Inc.
LLY / Eli Lilly and Company
A / Agilent Technologies, Inc.
ETR / Entergy Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HON / Honeywell International Inc.
BX / Blackstone Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NFLX / Netflix, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
HD / The Home Depot, Inc.
CSCO / Cisco Systems, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RAVI / FlexShares Trust - FlexShares Ultra-Short Income Fund
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
PLUG / Plug Power Inc.
BMRN / BioMarin Pharmaceutical Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
QTWO / Q2 Holdings, Inc.
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
FDG / American Century ETF Trust - American Century Focused Dynamic Growth ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
HZNP / Horizon Therapeutics Plc
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
AVGO / Broadcom Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
INTC / Intel Corporation
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
AAPL / Apple Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SO / The Southern Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
QQQ / Invesco QQQ Trust, Series 1
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DTE / DTE Energy Company
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
NYMT / New York Mortgage Trust, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
GOOG / Alphabet Inc.
NVDA / NVIDIA Corporation
GLD / SPDR Gold Trust
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
DIS / The Walt Disney Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
META / Meta Platforms, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GILD / Gilead Sciences, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
V / Visa Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
EMR / Emerson Electric Co.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
VFH / Vanguard World Fund - Vanguard Financials ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BRK.B / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IWM / iShares Trust - iShares Russell 2000 ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
KO / The Coca-Cola Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
WM / Waste Management, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
GS / The Goldman Sachs Group, Inc.
SYK / Stryker Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
WMT / Walmart Inc.
AMZN / Amazon.com, Inc.
EDOG / ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF
INDA / iShares Trust - iShares MSCI India ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AES / The AES Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
PEG / Public Service Enterprise Group Incorporated
FTNT / Fortinet, Inc.
EVRG / Evergy, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
TWLO / Twilio Inc.
GLW / Corning Incorporated
DHR / Danaher Corporation
DVN / Devon Energy Corporation
MET / MetLife, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ACB / Aurora Cannabis Inc.
MDLZ / Mondelez International, Inc.
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
OMER / Omeros Corporation
WBA / Walgreens Boots Alliance, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DVLU / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Momentum & Value ETF
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
FTS / Fortis Inc.
PTMN / BCP Investment Corp.
MFMS / Motley Fool Funds Trust - MFAM Small-Cap Growth ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
SUNS / Sunrise Realty Trust, Inc.
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
IYE / iShares Trust - iShares U.S. Energy ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
/ ViacomCBS Inc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AL / Air Lease Corporation
AEE / Ameren Corporation
PSEC / Prospect Capital Corporation
FNI / First Trust Exchange-Traded Fund III - First Trust Chindia ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
TTD / The Trade Desk, Inc.
EVN / Eaton Vance Municipal Income Trust
DISCA / Discovery Inc - Class A
MRO / Marathon Oil Corporation
ZLAB / Zai Lab Limited - Depositary Receipt (Common Stock)
TXMD / TherapeuticsMD, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ANTM / Anthem Inc
BBWI / Bath & Body Works, Inc.
TCPC / BlackRock TCP Capital Corp.
CS / Credit Suisse Group AG - ADR
ABT / Abbott Laboratories
C.WSA / Citigroup, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
LGIH / LGI Homes, Inc.
BHK / BlackRock Core Bond Trust
EFA / iShares Trust - iShares MSCI EAFE ETF
AA / Alcoa Corporation
NI / NiSource Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
XLRN / Acceleron Pharma Inc
DG / Dollar General Corporation
SNPS / Synopsys, Inc.
PAYX / Paychex, Inc.
GH / Guardant Health, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
TACO / Berto Acquisition Corp.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DOCU / DocuSign, Inc.
IAU / iShares Gold Trust
AWK / American Water Works Company, Inc.
ES / Eversource Energy
SBUX / Starbucks Corporation
SRGA / Surgalign Holdings Inc
FSLR / First Solar, Inc.
EBAY / eBay Inc.
TVTX / Travere Therapeutics, Inc.
LIN / Linde plc
COF / Capital One Financial Corporation
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
BIO / Bio-Rad Laboratories, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RMD / ResMed Inc.
BSJM / Invesco Capital Management LLC - Invesco BulletShares 2022 High Yield Corporate Bond ETF
EXAS / Exact Sciences Corporation
BMY / Bristol-Myers Squibb Company
CMCSA / Comcast Corporation
NXRT / NexPoint Residential Trust, Inc.
QCOM / QUALCOMM Incorporated
KHC / The Kraft Heinz Company
PMM / Putnam Managed Municipal Income Trust
PTN / Palatin Technologies, Inc.
TMO / Thermo Fisher Scientific Inc.
UAL / United Airlines Holdings, Inc.
RGEN / Repligen Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VRTX / Vertex Pharmaceuticals Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AFL / Aflac Incorporated
MRNA / Moderna, Inc.
SWKS / Skyworks Solutions, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ADP / Automatic Data Processing, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EBR / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
SPE / Special Opportunities Fund, Inc.
NET / Cloudflare, Inc.
DAL / Delta Air Lines, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GBT / Global Blood Therapeutics Inc.
CSX / CSX Corporation
NBIX / Neurocrine Biosciences, Inc.
RKDA / Arcadia Biosciences, Inc.
GOOGL / Alphabet Inc.
NEO / NeoGenomics, Inc.
BA / The Boeing Company
IYM / iShares Trust - iShares U.S. Basic Materials ETF
NRG / NRG Energy, Inc.
AEP / American Electric Power Company, Inc.
MDT / Medtronic plc
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
FULT / Fulton Financial Corporation
VST / Vistra Corp.
WFC / Wells Fargo & Company
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
UGI / UGI Corporation
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CTBI / Community Trust Bancorp, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ATO / Atmos Energy Corporation
NEA / Nuveen AMT-Free Quality Municipal Income Fund
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
NOC / Northrop Grumman Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
PEP / PepsiCo, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
INSM / Insmed Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
CMI / Cummins Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
KMDA / Kamada Ltd.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
BAR / GraniteShares Gold Trust
KXI / iShares Trust - iShares Global Consumer Staples ETF
ALLO / Allogene Therapeutics, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
GE / General Electric Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
STZ / Constellation Brands, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PG / The Procter & Gamble Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TD / The Toronto-Dominion Bank
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MU / Micron Technology, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
DUK / Duke Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CVX / Chevron Corporation
JPM / JPMorgan Chase & Co.
OLED / Universal Display Corporation
OEF / iShares Trust - iShares S&P 100 ETF
EXC / Exelon Corporation
COST / Costco Wholesale Corporation
T / AT&T Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF
FSK / FS KKR Capital Corp.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RJF / Raymond James Financial, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
UNH / UnitedHealth Group Incorporated
CRM / Salesforce, Inc.
TXN / Texas Instruments Incorporated
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
MA / Mastercard Incorporated
MS / Morgan Stanley
VHT / Vanguard World Fund - Vanguard Health Care ETF
ABBV / AbbVie Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JNJ / Johnson & Johnson
VZ / Verizon Communications Inc.
MRK / Merck & Co., Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CVM / CEL-SCI Corporation