Market Value678,615,000
Total Holdings517
File Date2019-07-19
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)
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
KN / Knowles Corporation
XYL / Xylem Inc.
TRGP / Targa Resources Corp.
CVS / CVS Health Corporation
CHKP / Check Point Software Technologies Ltd.
HOG / Harley-Davidson, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
WAT / Waters Corporation
W / Wayfair Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
MMM / 3M Company
MSCI / MSCI Inc.
MRK / Merck & Co., Inc.
LNG / Cheniere Energy, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
LIN / Linde plc
TMO / Thermo Fisher Scientific Inc.
US0549371070 / BB&T Corp.
SYK / Stryker Corporation
TRI / Thomson Reuters Corporation
VRTX / Vertex Pharmaceuticals Incorporated
US40416M1053 / Hd Supply Inc.
TRV / The Travelers Companies, Inc.
UNP / Union Pacific Corporation
FDX / FedEx Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
NEE / NextEra Energy, Inc.
ADI / Analog Devices, Inc.
CGC / Canopy Growth Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
STI / Solidion Technology, Inc.
KEX / Kirby Corporation
HHC / Howard Hughes Corporation
TDOC / Teladoc Health, Inc.
MKC / McCormick & Company, Incorporated
BAX / Baxter International Inc.
JWN / Nordstrom, Inc.
AXSM / Axsome Therapeutics, Inc.
HPE / Hewlett Packard Enterprise Company
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
HMN / Horace Mann Educators Corporation
TGTX / TG Therapeutics, Inc.
46434VAQ3 / iShares iBonds Dec 2020 Term Corporate ETF
NVDA / NVIDIA Corporation
BK / The Bank of New York Mellon Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
MO / Altria Group, Inc.
INTU / Intuit Inc.
SPY / SPDR S&P 500 ETF
AJG / Arthur J. Gallagher & Co.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
ABT / Abbott Laboratories
LDP / Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
JNJ / Johnson & Johnson
IVE / iShares Trust - iShares S&P 500 Value ETF
BTGOF / BT Group plc
OTRK / Ontrak, Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
CBS.A / CBS Corp.
904784709 / Unilever N.V.
TILE / Interface, Inc.
QRTEA / Qurate Retail Inc - Series A
EOI / Eaton Vance Enhanced Equity Income Fund
SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt (Common Stock)
ENTA / Enanta Pharmaceuticals, Inc.
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
APU / AmeriGas Partners, L.P.
APO / Apollo Global Management, Inc.
AABA / Altaba Inc
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
VSM / Versum Materials, Inc.
VNOM / Viper Energy, Inc.
US92553P1021 / Viacom, Inc.
US1182301010 / Buckeye Partners, L.P.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
US54142L1098 / LogMein, Inc.
KTB / Kontoor Brands, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
TEI / Templeton Emerging Markets Income Fund
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
TMP / Tompkins Financial Corporation
IDE / Voya Infrastructure, Industrials and Materials Fund
US87233Q1085 / TC Pipelines, LP
IBDK / iShares iBonds Dec 2019 Term Corporate ETF
46434V571 / iShares iBonds Sep 2020 Term Muni Bond ETF
INB / Cohen & Steers Global Income Builder, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
IBMH / iShares iBonds Sep 2019 AMT-Free Muni Bond ETF
NGVC / Natural Grocers by Vitamin Cottage, Inc.
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
TEGP / Tallgrass Energy GP, LP
KSA / iShares Trust - iShares MSCI Saudi Arabia ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
GG / Goldcorp, Inc.
US1011191053 / Boston Private Financial Hldg Inc
STML / Stemline Therapeutics, Inc.
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
CDE / Coeur Mining, Inc.
US36164V3050 / GCI Liberty, Inc.
ISRG / Intuitive Surgical, Inc.
GM / General Motors Company
ITCI / Intra-Cellular Therapies, Inc.
MDLZ / Mondelez International, Inc.
HLT / Hilton Worldwide Holdings Inc.
HUM / Humana Inc.
EXC / Exelon Corporation
UNM / Unum Group
GMRE / Global Medical REIT Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
MANU / Manchester United plc
AGNC / AGNC Investment Corp.
DOW / Dow Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LEVI / Levi Strauss & Co.
PDT / John Hancock Premium Dividend Fund
IR / Ingersoll Rand Inc.
STT / State Street Corporation
CSX / CSX Corporation
ALK / Alaska Air Group, Inc.
BIIB / Biogen Inc.
GLW / Corning Incorporated
CMCSA / Comcast Corporation
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
LBTYK / Liberty Global Ltd.
OII / Oceaneering International, Inc.
FITB / Fifth Third Bancorp
ARCC / Ares Capital Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CHX / ChampionX Corporation
ETN / Eaton Corporation plc
RITM / Rithm Capital Corp.
C.WSA / Citigroup, Inc.
HSY / The Hershey Company
CHTR / Charter Communications, Inc.
PRU / Prudential Financial, Inc.
COR / Cencora, Inc.
ANET / Arista Networks Inc
KKR / KKR & Co. Inc.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DGX / Quest Diagnostics Incorporated
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
IDXX / IDEXX Laboratories, Inc.
VLO / Valero Energy Corporation
Z / Zillow Group, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SLB / Schlumberger Limited
EFA / iShares Trust - iShares MSCI EAFE ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
INF / Brookfield Global Listed Infrastructure Income Fund
LBRDK / Liberty Broadband Corporation
HIG / The Hartford Insurance Group, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AM / Antero Midstream Corporation
NMRK / Newmark Group, Inc.
MSI / Motorola Solutions, Inc.
YUM / Yum! Brands, Inc.
PPG / PPG Industries, Inc.
LRCX / Lam Research Corporation
YUMC / Yum China Holdings, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PINS / Pinterest, Inc.
MDB / MongoDB, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VZ / Verizon Communications Inc.
SWK / Stanley Black & Decker, Inc.
ZUO / Zuora, Inc.
CC / The Chemours Company
PXD / Pioneer Natural Resources Company
WAB / Westinghouse Air Brake Technologies Corporation
CTXS / Citrix Systems, Inc.
ORCL / Oracle Corporation
SRCL / Stericycle, Inc.
NOMD / Nomad Foods Limited
ADBE / Adobe Inc.
98235T107 / Wright Medical Group N.V.
BOE / BlackRock Enhanced Global Dividend Trust
CELG / Celgene Corp.
872307903 / TCF Financial Corporation
THQ / Abrdn Healthcare Opportunities Fund
NS / NuStar Energy L.P. - Limited Partnership
SDIV / Global X Funds - Global X SuperDividend ETF
PEAK / Healthpeak Properties, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IAU / iShares Gold Trust
CIM / Chimera Investment Corporation
V / Visa Inc.
BX / Blackstone Inc.
HD / The Home Depot, Inc.
BRK.A / Berkshire Hathaway Inc.
RTN / Raytheon Co.
MA / Mastercard Incorporated
EOG / EOG Resources, Inc.
PGR / The Progressive Corporation
MCO / Moody's Corporation
LOW / Lowe's Companies, Inc.
COP / ConocoPhillips
AMT / American Tower Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
CEF / Sprott Physical Gold and Silver Trust
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EL / The Estée Lauder Companies Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
IFF / International Flavors & Fragrances Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
GLNG / Golar LNG Limited
AVDL / Avadel Pharmaceuticals plc
NGL / NGL Energy Partners LP - Limited Partnership
57772K101 / Maxim Integrated Products Inc.
ATVI / Activision Blizzard Inc
SIVB / SVB Financial Group
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MET / MetLife, Inc.
GLPI / Gaming and Leisure Properties, Inc.
UPS / United Parcel Service, Inc.
UA / Under Armour, Inc.
LH / Labcorp Holdings Inc.
MFIC / MidCap Financial Investment Corporation
MHY2745C1021 / Golar LNG Partners LP
US7153471005 / Perspecta Inc
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
HXL / Hexcel Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CERN / Cerner Corp.
HTA / Healthcare Realty Trust Inc - Class A
SFL / SFL Corporation Ltd.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ROK / Rockwell Automation, Inc.
CWT / California Water Service Group
BGCP / BGC Partners Inc - Class A
ATAX / America First Multifamily Investors LP - Unit
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
MACK / Merrimack Pharmaceuticals, Inc.
DISCK / Warner Bros.Discovery Inc - Series C
LUV / Southwest Airlines Co.
KHC / The Kraft Heinz Company
IRM / Iron Mountain Incorporated
OXY / Occidental Petroleum Corporation
HAS / Hasbro, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
PACW / Pacwest Bancorp
APA / APA Corporation
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
GPRO / GoPro, Inc.
BA / The Boeing Company
PEG / Public Service Enterprise Group Incorporated
CB / Chubb Limited
RNR / RenaissanceRe Holdings Ltd.
TYG / Tortoise Energy Infrastructure Corporation
CDK / CDK Global Inc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LBTYA / Liberty Global Ltd.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
ALE / ALLETE, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
RNG / RingCentral, Inc.
CAT / Caterpillar Inc.
UNFI / United Natural Foods, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
WPC / W. P. Carey Inc.
DUK / Duke Energy Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FRC / First Republic Bank
GGG / Graco Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CG / The Carlyle Group Inc.
TWO / Two Harbors Investment Corp.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
WY / Weyerhaeuser Company
DE / Deere & Company
CTVA / Corteva, Inc.
FI / Fiserv, Inc.
AWK / American Water Works Company, Inc.
CSWI / CSW Industrials, Inc.
SKT / Tanger Inc.
WFT / Weatherford International plc
AMGN / Amgen Inc.
APOG / Apogee Enterprises, Inc.
WBA / Walgreens Boots Alliance, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CMA / Comerica Incorporated
HAE / Haemonetics Corporation
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
MMP / Magellan Midstream Partners L.P.
SBUX / Starbucks Corporation
AMAL / Amalgamated Financial Corp.
C / Citigroup Inc. - Corporate Bond/Note
TGT / Target Corporation
OKE / ONEOK, Inc.
VFC / V.F. Corporation
RAD / Rite Aid Corp.
WLY / John Wiley & Sons, Inc.
CRM / Salesforce, Inc.
A / Agilent Technologies, Inc.
SOHO / Sotherly Hotels Inc.
ACB / Aurora Cannabis Inc.
AIG / American International Group, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
SGMO / Sangamo Therapeutics, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
GMO /
VIRX / Viracta Therapeutics, Inc.
GLO / Clough Global Opportunities Fund
BFB / Brown-Forman Corp. - Class B
RBCAA / Republic Bancorp, Inc.
ENB / Enbridge Inc.
ALC / Alcon Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ACV / Virtus Diversified Income & Convertible Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
STZ / Constellation Brands, Inc.
OGI / Organigram Global Inc.
GOOG / Alphabet Inc.
HPQ / HP Inc.
VEEV / Veeva Systems Inc.
INTC / Intel Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CARA / Cara Therapeutics, Inc.
MSEX / Middlesex Water Company
EXPD / Expeditors International of Washington, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SNV / Synovus Financial Corp.
EXPI / eXp World Holdings, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ZS / Zscaler, Inc.
PFE / Pfizer Inc.
WFC / Wells Fargo & Company
ABBV / AbbVie Inc.
GRMN / Garmin Ltd.
TIP / iShares Trust - iShares TIPS Bond ETF
USB / U.S. Bancorp
ITW / Illinois Tool Works Inc.
ET / Energy Transfer LP - Limited Partnership
NSC / Norfolk Southern Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
WMT / Walmart Inc.
PG / The Procter & Gamble Company
CNI / Canadian National Railway Company
IWM / iShares Trust - iShares Russell 2000 ETF
DIS / The Walt Disney Company
CL / Colgate-Palmolive Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
PEP / PepsiCo, Inc.
GLD / SPDR Gold Trust
DD / DuPont de Nemours, Inc.
LLY / Eli Lilly and Company
SNY / Sanofi - Depositary Receipt (Common Stock)
GH / Guardant Health, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
SNAP / Snap Inc.
TD / The Toronto-Dominion Bank
EDIT / Editas Medicine, Inc.
ROP / Roper Technologies, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
WTM / White Mountains Insurance Group, Ltd.
ICE / Intercontinental Exchange, Inc.
MLM / Martin Marietta Materials, Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
NTLA / Intellia Therapeutics, Inc.
CTSH / Cognizant Technology Solutions Corporation
CCJ / Cameco Corporation
EARN / Ellington Credit Company
ILMN / Illumina, Inc.
VNO / Vornado Realty Trust
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IEP / Icahn Enterprises L.P.
CI / The Cigna Group
BXMT / Blackstone Mortgage Trust, Inc.
QCOM / QUALCOMM Incorporated
AVB / AvalonBay Communities, Inc.
META / Meta Platforms, Inc.
IBM / International Business Machines Corporation
DVY / iShares Trust - iShares Select Dividend ETF
ED / Consolidated Edison, Inc.
CLX / The Clorox Company
REG / Regency Centers Corporation
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
QQQ / Invesco QQQ Trust, Series 1
SO / The Southern Company
PAA / Plains All American Pipeline, L.P. - Limited Partnership
APPN / Appian Corporation
MPLX / MPLX LP - Limited Partnership
OKTA / Okta, Inc.
PYPL / PayPal Holdings, Inc.
SYY / Sysco Corporation
URI / United Rentals, Inc.
GPMT / Granite Point Mortgage Trust Inc.
EBAY / eBay Inc.
GPN / Global Payments Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
AEP / American Electric Power Company, Inc.
UNIT / Uniti Group Inc.
CHD / Church & Dwight Co., Inc.
SUN / Sunoco LP - Limited Partnership
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PSF / Cohen & Steers Select Preferred and Income Fund, Inc.
DXC / DXC Technology Company
KMB / Kimberly-Clark Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BBWI / Bath & Body Works, Inc.
GLP / Global Partners LP - Limited Partnership
CSCO / Cisco Systems, Inc.
TROW / T. Rowe Price Group, Inc.
DOV / Dover Corporation
HON / Honeywell International Inc.
HES / Hess Corporation
PNC / The PNC Financial Services Group, Inc.
BMY / Bristol-Myers Squibb Company
RTX / RTX Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
SHW / The Sherwin-Williams Company
FTV / Fortive Corporation
TXN / Texas Instruments Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
MTD / Mettler-Toledo International Inc.
GILD / Gilead Sciences, Inc.
AKBA / Akebia Therapeutics, Inc.
TEL / TE Connectivity plc
CMI / Cummins Inc.
LMT / Lockheed Martin Corporation
IBB / iShares Trust - iShares Biotechnology ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
EA / Electronic Arts Inc.
FND / Floor & Decor Holdings, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NKE / NIKE, Inc.
HTD / John Hancock Tax-Advantaged Dividend Income Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
NTRS / Northern Trust Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CVX / Chevron Corporation
AMZN / Amazon.com, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
GD / General Dynamics Corporation
WES / Western Midstream Partners, LP - Limited Partnership
O / Realty Income Corporation
PM / Philip Morris International Inc.
VLY / Valley National Bancorp
IWR / iShares Trust - iShares Russell Mid-Cap ETF
UNH / UnitedHealth Group Incorporated
BAC / Bank of America Corporation
ACN / Accenture plc
KMI / Kinder Morgan, Inc.
GIS / General Mills, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HLIO / Helios Technologies, Inc.
TJX / The TJX Companies, Inc.
T / AT&T Inc.
OMC / Omnicom Group Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CDW / CDW Corporation
BFAM / Bright Horizons Family Solutions Inc.
BEN / Franklin Resources, Inc.
PLD / Prologis, Inc.
IRDM / Iridium Communications Inc.
MAR / Marriott International, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AFL / Aflac Incorporated
IPGP / IPG Photonics Corporation
EMR / Emerson Electric Co.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ADP / Automatic Data Processing, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MDT / Medtronic plc
SPGI / S&P Global Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BRKL / Brookline Bancorp, Inc.
GS / The Goldman Sachs Group, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
APD / Air Products and Chemicals, Inc.
KO / The Coca-Cola Company
TTD / The Trade Desk, Inc.
CME / CME Group Inc.
AVGO / Broadcom Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
STAG / STAG Industrial, Inc.
MCD / McDonald's Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
XOM / Exxon Mobil Corporation
SQ / Block, Inc.
WMB / The Williams Companies, Inc.
DHR / Danaher Corporation
J / Jacobs Solutions Inc.
ECL / Ecolab Inc.
AAPL / Apple Inc.
GOOGL / Alphabet Inc.
MSFT / Microsoft Corporation
NFLX / Netflix, Inc.