WPC / W. P. Carey Inc.
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TMUS / T-Mobile US, Inc.
|
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GPC / Genuine Parts Company
|
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BKNG / Booking Holdings Inc.
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HBAN / Huntington Bancshares Incorporated
|
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IRM / Iron Mountain Incorporated
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AEP / American Electric Power Company, Inc.
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APD / Air Products and Chemicals, Inc.
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CMCSA / Comcast Corporation
|
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NDAQ / Nasdaq, Inc.
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ADI / Analog Devices, Inc.
|
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MNST / Monster Beverage Corporation
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TLOFF / Talon Metals Corp.
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XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
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|
|
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|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
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|
SPGI / S&P Global Inc.
|
|
|
|
|
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|
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
|
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CARR / Carrier Global Corporation
|
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ETN / Eaton Corporation plc
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LW / Lamb Weston Holdings, Inc.
|
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LLY / Eli Lilly and Company
|
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DHR / Danaher Corporation
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FDX / FedEx Corporation
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BDX / Becton, Dickinson and Company
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MTB / M&T Bank Corporation
|
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NFLX / Netflix, Inc.
|
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BAC / Bank of America Corporation
|
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IMBBY / Imperial Brands PLC - Depositary Receipt (Common Stock)
|
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GOOG / Alphabet Inc.
|
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ORI / Old Republic International Corporation
|
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PFE / Pfizer Inc.
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IBIT / iShares Bitcoin Trust ETF
|
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|
|
|
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|
|
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
|
|
|
|
|
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|
|
NSC / Norfolk Southern Corporation
|
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|
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|
|
|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
IYW / iShares Trust - iShares U.S. Technology ETF
|
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|
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
|
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|
|
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|
RECAF / Reconnaissance Energy Africa Ltd.
|
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VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
|
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|
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
|
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FITB / Fifth Third Bancorp
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GBDC / Golub Capital BDC, Inc.
|
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SYK / Stryker Corporation
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QQQ_KZ / Invesco QQQ Trust, Series 1
|
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FCX / Freeport-McMoRan Inc.
|
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WFC / Wells Fargo & Company
|
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|
GE / General Electric Company
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|
GIS / General Mills, Inc.
|
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TT / Trane Technologies plc
|
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|
TGT / Target Corporation
|
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|
IWM / iShares Trust - iShares Russell 2000 ETF
|
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FCF / First Commonwealth Financial Corporation
|
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OBDC / Blue Owl Capital Corporation
|
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DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
|
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|
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
|
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|
SCCO / Southern Copper Corporation
|
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PH / Parker-Hannifin Corporation
|
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|
SYY / Sysco Corporation
|
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|
NMFC / New Mountain Finance Corporation
|
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|
DKNG / DraftKings Inc.
|
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|
LKNCY / Luckin Coffee Inc. - Depositary Receipt (Common Stock)
|
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|
SIGI / Selective Insurance Group, Inc.
|
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|
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
|
|
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|
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
|
|
|
|
|
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|
NKE / NIKE, Inc.
|
|
|
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|
SLB / Schlumberger Limited
|
|
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|
|
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
|
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|
ABBV / AbbVie Inc.
|
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|
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|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
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|
RQHTF / Reliq Health Technologies Inc.
|
|
|
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|
TSPA / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
|
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|
BIPC / Brookfield Infrastructure Corporation
|
|
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|
FSK / FS KKR Capital Corp.
|
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|
HAS / Hasbro, Inc.
|
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|
CAH / Cardinal Health, Inc.
|
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|
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
|
|
|
|
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|
|
|
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
|
|
|
|
|
|
|
|
ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
LOW / Lowe's Companies, Inc.
|
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|
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
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|
TMO / Thermo Fisher Scientific Inc.
|
|
|
|
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|
BCSF / Bain Capital Specialty Finance, Inc.
|
|
|
|
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|
|
FHI / Federated Hermes, Inc.
|
|
|
|
|
|
|
|
VLO / Valero Energy Corporation
|
|
|
|
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|
|
TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
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|
|
KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
|
|
|
|
|
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|
|
PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
CAVA / CAVA Group, Inc.
|
|
|
|
|
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|
|
AMAT / Applied Materials, Inc.
|
|
|
|
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|
PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
ACRE / Ares Commercial Real Estate Corporation
|
|
|
|
|
|
|
|
BXMT / Blackstone Mortgage Trust, Inc.
|
|
|
|
|
|
|
|
CHD / Church & Dwight Co., Inc.
|
|
|
|
|
|
|
|
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
STT / State Street Corporation
|
|
|
|
|
|
|
|
BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
CWEN / Clearway Energy, Inc.
|
|
|
|
|
|
|
|
CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
PPL / PPL Corporation
|
|
|
|
|
|
|
|
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
|
|
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
|
|
|
|
|
|
|
|
COKE / Coca-Cola Consolidated, Inc.
|
|
|
|
|
|
|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
|
|
|
|
|
|
|
MET / MetLife, Inc.
|
|
|
|
|
|
|
|
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
|
|
|
|
|
|
|
|
NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
BCE / BCE Inc.
|
|
|
|
|
|
|
|
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
|
|
|
|
|
|
|
|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
KKR / KKR & Co. Inc.
|
|
|
|
|
|
|
|
MDGL / Madrigal Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
RTX / RTX Corporation
|
|
|
|
|
|
|
|
BCS / Barclays PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
TEX / Terex Corporation
|
|
|
|
|
|
|
|
D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
PRU / Prudential Financial, Inc.
|
|
|
|
|
|
|
|
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
|
|
|
|
|
|
|
|
HPQ / HP Inc.
|
|
|
|
|
|
|
|
CTVA / Corteva, Inc.
|
|
|
|
|
|
|
|
STAG / STAG Industrial, Inc.
|
|
|
|
|
|
|
|
HSY / The Hershey Company
|
|
|
|
|
|
|
|
WCMI / First Trust Exchange-Traded Fund - First Trust WCM International Equity ETF
|
|
|
|
|
|
|
|
PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
O / Realty Income Corporation
|
|
|
|
|
|
|
|
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
|
|
|
|
|
|
|
|
IAU / iShares Gold Trust
|
|
|
|
|
|
|
|
GSG / iShares S&P GSCI Commodity-Indexed Trust
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
WMB / The Williams Companies, Inc.
|
|
|
|
|
|
|
|
LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
|
|
PKG / Packaging Corporation of America
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
AB / AllianceBernstein Holding L.P. - Limited Partnership
|
|
|
|
|
|
|
|
STLD / Steel Dynamics, Inc.
|
|
|
|
|
|
|
|
LAZ / Lazard, Inc.
|
|
|
|
|
|
|
|
BR / Broadridge Financial Solutions, Inc.
|
|
|
|
|
|
|
|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
T / AT&T Inc.
|
|
|
|
|
|
|
|
EXEO / Exeo Entertainment, Inc.
|
|
|
|
|
|
|
|
BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
CSX / CSX Corporation
|
|
|
|
|
|
|
|
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
PPG / PPG Industries, Inc.
|
|
|
|
|
|
|
|
ACN / Accenture plc
|
|
|
|
|
|
|
|
OTIS / Otis Worldwide Corporation
|
|
|
|
|
|
|
|
GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
CI / The Cigna Group
|
|
|
|
|
|
|
|
BLK / BlackRock, Inc.
|
|
|
|
|
|
|
|
BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
PAA / Plains All American Pipeline, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
TROW / T. Rowe Price Group, Inc.
|
|
|
|
|
|
|
|
UVV / Universal Corporation
|
|
|
|
|
|
|
|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
STZ / Constellation Brands, Inc.
|
|
|
|
|
|
|
|
CRLBF / Cresco Labs Inc.
|
|
|
|
|
|
|
|
GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
G52314104 / Petershill Partners Plc
|
|
|
|
|
|
|
|
MVBF / MVB Financial Corp.
|
|
|
|
|
|
|
|
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
DE / Deere & Company
|
|
|
|
|
|
|
|
MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
|
|
|
|
|
|
|
|
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
INTU / Intuit Inc.
|
|
|
|
|
|
|
|
NFG / National Fuel Gas Company
|
|
|
|
|
|
|
|
SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
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IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
|
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RY / Royal Bank of Canada
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IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
|
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TRUSTEES OF C&J INDUSTRIES I
/ (CJIND1159) |
|
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XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
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SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
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RIG / Transocean Ltd.
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C.WSA / Citigroup, Inc.
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VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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CBFV / CB Financial Services, Inc.
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APTV / Aptiv PLC
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CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
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BAX / Baxter International Inc.
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SASR / Sandy Spring Bancorp, Inc.
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VFH / Vanguard World Fund - Vanguard Financials ETF
|
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ANSS / ANSYS, Inc.
|
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MAR / Marriott International, Inc.
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VHT / Vanguard World Fund - Vanguard Health Care ETF
|
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BIPC / Brookfield Infrastructure Corporation
|
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DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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FANG / Diamondback Energy, Inc.
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CVC CAP PARTNERS PLC
/ SHS (G2716N103) |
|
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COF / Capital One Financial Corporation
|
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REGN / Regeneron Pharmaceuticals, Inc.
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ET / Energy Transfer LP - Limited Partnership
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NWRV / Nationwide RV & Resorts, Inc.
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TERRA NOSTRA RES C
/ (88101C106) |
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SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
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ANET / Arista Networks Inc
|
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F / Ford Motor Company
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DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
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VLY / Valley National Bancorp
|
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TEL / TE Connectivity plc
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SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
|
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ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
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MIFF / Mifflinburg Bancorp, Inc.
|
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AEE / Ameren Corporation
|
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|
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
|
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|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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|
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
|
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UGI / UGI Corporation
|
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PFD / Flaherty & Crumrine Preferred Income Fund Inc.
|
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HII / Huntington Ingalls Industries, Inc.
|
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APTV / Aptiv PLC
|
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BBDC / Barings BDC, Inc.
|
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B / Barrick Mining Corporation
|
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DDOG / Datadog, Inc.
|
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SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
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SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
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DIA / SPDR Dow Jones Industrial Average ETF Trust
|
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IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
|
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FNB / F.N.B. Corporation
|
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MCK / McKesson Corporation
|
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PLD / Prologis, Inc.
|
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USD / ProShares Trust - ProShares Ultra Semiconductors
|
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HCC / Warrior Met Coal, Inc.
|
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TDY / Teledyne Technologies Incorporated
|
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PSX / Phillips 66
|
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KVUE / Kenvue Inc.
|
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CB / Chubb Limited
|
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MMNFF / MedMen Enterprises Inc.
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JPM / JPMorgan Chase & Co.
|
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AYRWF / Ayr Wellness Inc.
|
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CRM / Salesforce, Inc.
|
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EOG / EOG Resources, Inc.
|
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HWM / Howmet Aerospace Inc.
|
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AXP / American Express Company
|
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EW / Edwards Lifesciences Corporation
|
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AMZN / Amazon.com, Inc.
|
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|
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
|
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V / Visa Inc.
|
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NTAP / NetApp, Inc.
|
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|
SO / The Southern Company
|
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|
VZ / Verizon Communications Inc.
|
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USLG / US Lighting Group, Inc.
|
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|
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
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|
PLTR / Palantir Technologies Inc.
|
|
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|
OXY / Occidental Petroleum Corporation
|
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|
NVDA / NVIDIA Corporation
|
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|
HPE / Hewlett Packard Enterprise Company
|
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|
VST / Vistra Corp.
|
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|
EA / Electronic Arts Inc.
|
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|
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
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|
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
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MATW / Matthews International Corporation
|
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|
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
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|
WDAY / Workday, Inc.
|
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|
FTNT / Fortinet, Inc.
|
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|
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
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|
OWL / Blue Owl Capital Inc.
|
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|
|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
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|
BX / Blackstone Inc.
|
|
|
|
|
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|
MO / Altria Group, Inc.
|
|
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|
TRV / The Travelers Companies, Inc.
|
|
|
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|
KR / The Kroger Co.
|
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|
MPC / Marathon Petroleum Corporation
|
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|
EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
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|
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|
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
|
|
|
|
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|
|
OKE / ONEOK, Inc.
|
|
|
|
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|
BXSL / Blackstone Secured Lending Fund
|
|
|
|
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|
MKC / McCormick & Company, Incorporated
|
|
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|
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|
FAST / Fastenal Company
|
|
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|
|
|
|
|
AN / AutoNation, Inc.
|
|
|
|
|
|
|
|
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
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|
|
PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
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|
|
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
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|
|
RIVN / Rivian Automotive, Inc.
|
|
|
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|
|
AMT / American Tower Corporation
|
|
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|
LIN / Linde plc
|
|
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|
|
SQCF / Susquehanna Community Financial, Inc.
|
|
|
|
|
|
|
|
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
ARCC / Ares Capital Corporation
|
|
|
|
|
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|
|
MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
|
|
|
|
|
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|
|
HD / The Home Depot, Inc.
|
|
|
|
|
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|
|
FTV / Fortive Corporation
|
|
|
|
|
|
|
|
DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
BEN / Franklin Resources, Inc.
|
|
|
|
|
|
|
|
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
|
|
|
|
|
|
|
|
TSLX / Sixth Street Specialty Lending, Inc.
|
|
|
|
|
|
|
|
STX / Seagate Technology Holdings plc
|
|
|
|
|
|
|
|
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
|
|
BNS / The Bank of Nova Scotia
|
|
|
|
|
|
|
|
IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
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|
|
CME / CME Group Inc.
|
|
|
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|
|
GD / General Dynamics Corporation
|
|
|
|
|
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|
|
X / United States Steel Corporation
|
|
|
|
|
|
|
|
EQIX / Equinix, Inc.
|
|
|
|
|
|
|
|
TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
EMR / Emerson Electric Co.
|
|
|
|
|
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|
|
DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
MDT / Medtronic plc
|
|
|
|
|
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|
|
HIMS / Hims & Hers Health, Inc.
|
|
|
|
|
|
|
|
DLR / Digital Realty Trust, Inc.
|
|
|
|
|
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|
|
TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
WAB / Westinghouse Air Brake Technologies Corporation
|
|
|
|
|
|
|
|
AMP / Ameriprise Financial, Inc.
|
|
|
|
|
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|
|
MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
UPS / United Parcel Service, Inc.
|
|
|
|
|
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|
|
AXON / Axon Enterprise, Inc.
|
|
|
|
|
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|
|
URI / United Rentals, Inc.
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
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|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
GSBD / Goldman Sachs BDC, Inc.
|
|
|
|
|
|
|
|
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
GLW / Corning Incorporated
|
|
|
|
|
|
|
|
LYB / LyondellBasell Industries N.V.
|
|
|
|
|
|
|
|
MMM / 3M Company
|
|
|
|
|
|
|
|
DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
CVX / Chevron Corporation
|
|
|
|
|
|
|
|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
APH / Amphenol Corporation
|
|
|
|
|
|
|
|
NIO / NIO Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
KHC / The Kraft Heinz Company
|
|
|
|
|
|
|
|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
INTC / Intel Corporation
|
|
|
|
|
|
|
|
BA / The Boeing Company
|
|
|
|
|
|
|
|
SDCCQ / SmileDirectClub, Inc.
|
|
|
|
|
|
|
|
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
HTGC / Hercules Capital, Inc.
|
|
|
|
|
|
|
|
IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
DFS / Discover Financial Services
|
|
|
|
|
|
|
|
ORLY / O'Reilly Automotive, Inc.
|
|
|
|
|
|
|
|
COP / ConocoPhillips
|
|
|
|
|
|
|
|
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
DVN / Devon Energy Corporation
|
|
|
|
|
|
|
|
MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
|
|
DOW / Dow Inc.
|
|
|
|
|
|
|
|
VLTO / Veralto Corporation
|
|
|
|
|
|
|
|
OBDE / Blue Owl Capital Corporation III
|
|
|
|
|
|
|
|
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
|
|
|
|
|
|
|
|
LHX / L3Harris Technologies, Inc.
|
|
|
|
|
|
|
|
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
|
|
CTAS / Cintas Corporation
|
|
|
|
|
|
|
|
IWL / iShares Trust - iShares Russell Top 200 ETF
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
AYWWF / Ayr Wellness Inc. - Equity Warrant
|
|
|
|
|
|
|
|