ENFN / Enfusion, Inc.
|
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ANET / Arista Networks Inc
|
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CMCSA / Comcast Corporation
|
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|
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
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FITB / Fifth Third Bancorp
|
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HPE / Hewlett Packard Enterprise Company
|
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DVN / Devon Energy Corporation
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QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
|
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FICO / Fair Isaac Corporation
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CUBE / CubeSmart
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NOW / ServiceNow, Inc.
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BBMC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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VIS / Vanguard World Fund - Vanguard Industrials ETF
|
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ED / Consolidated Edison, Inc.
|
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|
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
CAT / Caterpillar Inc.
|
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MBB / iShares Trust - iShares MBS ETF
|
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HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
|
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EOSE / Eos Energy Enterprises, Inc.
|
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IWN / iShares Trust - iShares Russell 2000 Value ETF
|
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WEED / Canopy Growth Corporation
|
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GOOGL / Alphabet Inc.
|
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IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
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IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
|
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|
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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TMO / Thermo Fisher Scientific Inc.
|
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AFL / Aflac Incorporated
|
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ADP / Automatic Data Processing, Inc.
|
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C.WSA / Citigroup, Inc.
|
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PYPL / PayPal Holdings, Inc.
|
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|
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
|
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|
FCX / Freeport-McMoRan Inc.
|
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KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
|
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|
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|
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
|
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|
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|
|
|
JPMORGAN CHASE FINL CO LLC
/ CAL LKD 44 (48133Q309) |
|
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LRCX / Lam Research Corporation
|
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|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
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|
AJG / Arthur J. Gallagher & Co.
|
|
|
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IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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|
BSX / Boston Scientific Corporation
|
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EXC / Exelon Corporation
|
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|
WMB / The Williams Companies, Inc.
|
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TXN / Texas Instruments Incorporated
|
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EWJ / iShares, Inc. - iShares MSCI Japan ETF
|
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0L9F / Starwood Property Trust, Inc.
|
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BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
|
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|
ULTA / Ulta Beauty, Inc.
|
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IYY / iShares Trust - iShares Dow Jones U.S. ETF
|
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AXP / American Express Company
|
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ADBE / Adobe Inc.
|
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|
GBCI / Glacier Bancorp, Inc.
|
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|
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
|
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FDX / FedEx Corporation
|
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|
CRWD / CrowdStrike Holdings, Inc.
|
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|
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
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|
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
|
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|
|
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|
ATIPW / ATI Physical Therapy, Inc. - Equity Warrant
|
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|
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
|
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|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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|
DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
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|
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
|
|
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|
HYT / BlackRock Corporate High Yield Fund, Inc.
|
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|
BAR / GraniteShares Gold Trust
|
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|
|
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|
TMUS / T-Mobile US, Inc.
|
|
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|
PG / The Procter & Gamble Company
|
|
|
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|
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|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
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|
PFE / Pfizer Inc.
|
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|
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|
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
|
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|
IBIT / iShares Bitcoin Trust ETF
|
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|
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|
HD / The Home Depot, Inc.
|
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|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
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|
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
|
|
|
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|
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|
|
EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
PEP / PepsiCo, Inc.
|
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|
|
|
|
|
|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
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|
|
IWM / iShares Trust - iShares Russell 2000 ETF
|
|
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|
|
PGR / The Progressive Corporation
|
|
|
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|
KO / The Coca-Cola Company
|
|
|
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|
PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
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|
VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
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|
GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
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|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
TLRY / Tilray Brands, Inc.
|
|
|
|
|
|
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|
AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
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|
CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
JEF / Jefferies Financial Group Inc.
|
|
|
|
|
|
|
|
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
|
|
|
|
|
|
|
|
MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
AXON / Axon Enterprise, Inc.
|
|
|
|
|
|
|
|
PH / Parker-Hannifin Corporation
|
|
|
|
|
|
|
|
BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
HIMS / Hims & Hers Health, Inc.
|
|
|
|
|
|
|
|
WING / Wingstop Inc.
|
|
|
|
|
|
|
|
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
|
|
|
|
|
|
|
|
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
|
|
|
|
|
|
|
|
SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
AMLP / ALPS ETF Trust - Alerian MLP ETF
|
|
|
|
|
|
|
|
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
|
|
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
|
|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
|
|
|
|
|
|
|
|
NANC / Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
CEG / Constellation Energy Corporation
|
|
|
|
|
|
|
|
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
|
|
HCA / HCA Healthcare, Inc.
|
|
|
|
|
|
|
|
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
|
|
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
|
|
|
|
|
|
|
|
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
|
|
|
|
|
|
|
|
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
AJAN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2026
|
|
|
|
|
|
|
|
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
|
|
|
|
|
|
|
|
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
|
|
|
|
|
|
|
|
FTNT / Fortinet, Inc.
|
|
|
|
|
|
|
|
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
|
|
|
|
|
|
|
|
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
|
|
|
|
|
|
|
|
TJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027
|
|
|
|
|
|
|
|
BITB / Bitwise Bitcoin ETF Trust
|
|
|
|
|
|
|
|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
|
|
VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
DHI / D.R. Horton, Inc.
|
|
|
|
|
|
|
|
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
|
|
|
|
|
|
|
EVLV / Evolv Technologies Holdings, Inc.
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
BAC.PRL / Bank of America Corporation - Preferred Stock
|
|
|
|
|
|
|
|
CMI / Cummins Inc.
|
|
|
|
|
|
|
|
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
|
|
|
|
|
|
|
|
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
|
|
|
|
|
|
|
|
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
|
|
|
|
|
|
|
|
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
|
|
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
GEHC / GE HealthCare Technologies Inc.
|
|
|
|
|
|
|
|
PKG / Packaging Corporation of America
|
|
|
|
|
|
|
|
WELL / Welltower Inc.
|
|
|
|
|
|
|
|
MPW / Medical Properties Trust, Inc.
|
|
|
|
|
|
|
|
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
MMM / 3M Company
|
|
|
|
|
|
|
|
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
|
|
|
|
|
|
|
|
GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
VTR / Ventas, Inc.
|
|
|
|
|
|
|
|
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
CSQ / Calamos Strategic Total Return Fund
|
|
|
|
|
|
|
|
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
|
|
|
|
|
|
|
|
PCTY / Paylocity Holding Corporation
|
|
|
|
|
|
|
|
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
|
|
MCHI / iShares Trust - iShares MSCI China ETF
|
|
|
|
|
|
|
|
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
|
|
|
|
|
|
|
|
TER / Teradyne, Inc.
|
|
|
|
|
|
|
|
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
|
|
|
|
|
|
|
|
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
|
|
|
|
|
|
|
|
AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
BA / The Boeing Company
|
|
|
|
|
|
|
|
ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
|
|
|
|
|
|
|
|
ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
|
|
SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
|
|
|
|
|
|
|
|
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
|
|
DE / Deere & Company
|
|
|
|
|
|
|
|
ZS / Zscaler, Inc.
|
|
|
|
|
|
|
|
SNOW / Snowflake Inc.
|
|
|
|
|
|
|
|
CVX / Chevron Corporation
|
|
|
|
|
|
|
|
PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
PCMM / Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF
|
|
|
|
|
|
|
|
GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
TGT / Target Corporation
|
|
|
|
|
|
|
|
PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
RTX / RTX Corporation
|
|
|
|
|
|
|
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KMI / Kinder Morgan, Inc.
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UBER / Uber Technologies, Inc.
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IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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SHOP / Shopify Inc.
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URI / United Rentals, Inc.
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AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
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SYF / Synchrony Financial
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IAU / iShares Gold Trust
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INDA / iShares Trust - iShares MSCI India ETF
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XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
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ABT / Abbott Laboratories
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CTAS / Cintas Corporation
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PSQO / Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF
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CSX / CSX Corporation
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JNJ / Johnson & Johnson
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SOUN / SoundHound AI, Inc.
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UNP / Union Pacific Corporation
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LNG / Cheniere Energy, Inc.
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DLR / Digital Realty Trust, Inc.
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LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
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V / Visa Inc.
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ORLY / O'Reilly Automotive, Inc.
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UEC / Uranium Energy Corp.
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BX / Blackstone Inc.
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MSFT / Microsoft Corporation
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VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
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ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
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CL / Colgate-Palmolive Company
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LLY / Eli Lilly and Company
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IWR / iShares Trust - iShares Russell Mid-Cap ETF
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XOM / Exxon Mobil Corporation
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GOOG / Alphabet Inc.
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ETN / Eaton Corporation plc
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OHI / Omega Healthcare Investors, Inc.
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ISRG / Intuitive Surgical, Inc.
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FR / First Industrial Realty Trust, Inc.
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NVDA / NVIDIA Corporation
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LMT / Lockheed Martin Corporation
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XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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CDW / CDW Corporation
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VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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ORCL / Oracle Corporation
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NZF / Nuveen Municipal Credit Income Fund
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LULU / lululemon athletica inc.
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LOW / Lowe's Companies, Inc.
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NFLX / Netflix, Inc.
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XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
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AMZN / Amazon.com, Inc.
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INTC / Intel Corporation
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BAC / Bank of America Corporation
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JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
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AAPL / Apple Inc.
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C / Citigroup Inc. - Corporate Bond/Note
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PHD / Pioneer Floating Rate Fund, Inc.
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WMT / Walmart Inc.
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TSLA / Tesla, Inc.
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QQQ / Invesco QQQ Trust, Series 1
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