| STWD / Starwood Property Trust, Inc.
|
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| EOG / EOG Resources, Inc.
|
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| ADBE / Adobe Inc.
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| MMM / 3M Company
|
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| APD / Air Products and Chemicals, Inc.
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| PEP / PepsiCo, Inc.
|
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| ORCL / Oracle Corporation
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| KO / The Coca-Cola Company
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| CSCO / Cisco Systems, Inc.
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| CTSH / Cognizant Technology Solutions Corporation
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| BDX / Becton, Dickinson and Company
|
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| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
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| MCO / Moody's Corporation
|
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| PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
|
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| SLB / Schlumberger Limited
|
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| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
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| XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
|
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| MA / Mastercard Incorporated
|
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| QCOM / QUALCOMM Incorporated
|
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|
| US0682788031 / Baron Small Cap Fund
|
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|
|
|
| EATON VANCE DIV BUILDER I
/ FUND (277905634) |
|
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|
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|
|
| MEIIX / Mfs Series Trust I - MFS Value Fund Class I
|
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| MAPIX / Matthews International Funds - Matthews Asia Dividend Fund Investor Class
|
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|
| FEDERATED KAUFMANN SMALL CAP
/ INSTITUTIONAL SHA (31421N402) |
|
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| JNBAX / JPMorgan Trust I. - JPMorgan Income Builder Fund A
|
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| AMERICAN NEW PERSPECTIVE FD F3
/ FUND (648018778) |
|
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| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
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| PRNHX / T. Rowe Price New Horizons Fund Inc - T. Rowe Price New Horizons Fund
|
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|
| VANECK CM COMMODITY INDEX A
/ FUND (921075313) |
|
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| WISIX / William Blair Funds - William Blair International Small Cap Growth Fund Class I
|
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| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
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| PONPX / Pimco Funds - PIMCO Income Fund Class I-2
|
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| PNR / Pentair plc
|
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| PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
|
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| SNXFX / Schwab Investments - Schwab 1000 Index Fund
|
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|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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| MIPTX / Matthews International Funds - Matthews Pacific Tiger Fund Institutional Class
|
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| PRGFX / T. Rowe Price Growth Stock Fund Inc - T. Rowe Price Growth Stock Fund
|
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| IAT / iShares Trust - iShares U.S. Regional Banks ETF
|
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|
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| NEM / Newmont Corporation
|
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| LMT / Lockheed Martin Corporation
|
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|
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| NKE / NIKE, Inc.
|
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| CSX / CSX Corporation
|
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| JNJ / Johnson & Johnson
|
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| WM / Waste Management, Inc.
|
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|
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| DUK / Duke Energy Corporation
|
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| XBI / SPDR Series Trust - SPDR S&P Biotech ETF
|
|
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| OLED / Universal Display Corporation
|
|
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|
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| J / Jacobs Solutions Inc.
|
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| OTIS / Otis Worldwide Corporation
|
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| PG / The Procter & Gamble Company
|
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| MDLZ / Mondelez International, Inc.
|
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| GOLD / Barrick Mining Corporation
|
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| IBM / International Business Machines Corporation
|
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|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
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| UNH / UnitedHealth Group Incorporated
|
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| BRK.B / Berkshire Hathaway Inc.
|
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|
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| META / Meta Platforms, Inc.
|
|
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|
|
| VWIGX / Vanguard World Fund - Vanguard International Growth Fund Investor Class
|
|
|
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|
|
| ECL / Ecolab Inc.
|
|
|
|
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|
|
| ABT / Abbott Laboratories
|
|
|
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|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| GAFFX / Growth Fund Of America - Growth Fund of America - Class F-3
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
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|
|
| TJX / The TJX Companies, Inc.
|
|
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|
|
| BAC / Bank of America Corporation
|
|
|
|
|
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|
|
| FTV / Fortive Corporation
|
|
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|
|
| SIRI / Sirius XM Holdings Inc.
|
|
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|
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| ENB / Enbridge Inc.
|
|
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|
|
| INTC / Intel Corporation
|
|
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| CCI / Crown Castle Inc.
|
|
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|
|
| PYPL / PayPal Holdings, Inc.
|
|
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|
|
| XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
|
|
|
|
|
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|
|
| AMGN / Amgen Inc.
|
|
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|
|
| SRE / Sempra
|
|
|
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|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
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|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
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|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| WBA / Walgreens Boots Alliance, Inc.
|
|
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|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| A / Agilent Technologies, Inc.
|
|
|
|
|
|
|
|
| PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| BAX / Baxter International Inc.
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| PRU / Prudential Financial, Inc.
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| BIO / Bio-Rad Laboratories, Inc.
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| STZ / Constellation Brands, Inc.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| SSO / ProShares Trust - ProShares Ultra S&P500
|
|
|
|
|
|
|
|
| WPM / Wheaton Precious Metals Corp.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| CWT / California Water Service Group
|
|
|
|
|
|
|
|
| IHI / iShares Trust - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| PEAK / Healthpeak Properties, Inc.
|
|
|
|
|
|
|
|
| KL / Kirkland Lake Gold Ltd
|
|
|
|
|
|
|
|
| DVN / Devon Energy Corporation
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
|
|
|
|
|
|
|
| GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| GL / Globe Life Inc.
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| NNN / NNN REIT, Inc.
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| HCC / Warrior Met Coal, Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
.
