Market Value202,848,000
Total Holdings601
File Date2019-05-15
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
TOL / Toll Brothers, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CL / Colgate-Palmolive Company
CRON / Cronos Group Inc.
LRCX / Lam Research Corporation
ES / Eversource Energy
MGM / MGM Resorts International
VGM / Invesco Trust for Investment Grade Municipals
FTV / Fortive Corporation
GLW / Corning Incorporated
LTHM / Livent Corporation
AME / AMETEK, Inc.
LVS / Las Vegas Sands Corp.
AMGN / Amgen Inc.
FCNCA / First Citizens BancShares, Inc.
HST / Host Hotels & Resorts, Inc.
CCI / Crown Castle Inc.
ZBH / Zimmer Biomet Holdings, Inc.
RE / Everest Re Group Ltd
UTHR / United Therapeutics Corporation
LBRDA / Liberty Broadband Corporation
ENB / Enbridge Inc.
HSY / The Hershey Company
PK / Park Hotels & Resorts Inc.
ITW / Illinois Tool Works Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
D / Dominion Energy, Inc.
MHK / Mohawk Industries, Inc.
CATY / Cathay General Bancorp
QRVO / Qorvo, Inc.
AON / Aon plc
DRE / Duke Realty Corporation - Preferred Security
STZ / Constellation Brands, Inc.
MPW / Medical Properties Trust, Inc.
SYK / Stryker Corporation
NSC / Norfolk Southern Corporation
HCA / HCA Healthcare, Inc.
DRI / Darden Restaurants, Inc.
BWA / BorgWarner Inc.
ADM / Archer-Daniels-Midland Company
AES / The AES Corporation
CLF / Cleveland-Cliffs Inc.
PLD / Prologis, Inc.
BR / Broadridge Financial Solutions, Inc.
PSA / Public Storage
FITB / Fifth Third Bancorp
WY / Weyerhaeuser Company
MPC / Marathon Petroleum Corporation
KR / The Kroger Co.
EWSC / Invesco Capital Management LLC - Invesco S&P SmallCap 600 Equal Weight ETF
CI / The Cigna Group
WRK / WestRock Company
VTR / Ventas, Inc.
GCP / GCP Applied Technologies Inc
KMB / Kimberly-Clark Corporation
CME / CME Group Inc.
NVR / NVR, Inc.
UAA / Under Armour, Inc.
SGEN / Seagen Inc
WM / Waste Management, Inc.
GPK / Graphic Packaging Holding Company
WELL / Welltower Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BHF / Brighthouse Financial, Inc.
WMB / The Williams Companies, Inc.
SCI / Service Corporation International
TRGP / Targa Resources Corp.
ZAYO / Zayo Group Holdings, Inc.
HBNC / Horizon Bancorp, Inc.
DSDYX / BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class Y
HDP / Hortonworks, Inc.
CERN / Cerner Corp.
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
TNDM / Tandem Diabetes Care, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SWX / Southwest Gas Holdings, Inc.
ALB / Albemarle Corporation
LHX / L3Harris Technologies, Inc.
904784709 / Unilever N.V.
Direxion SHS ETF TR Daily Robotics Artificial Intelligence & Automation Index Bull 3X SHS / Equity (25460E513)
HEI / HEICO Corporation
CLDR / Cloudera Inc
ALNY / Alnylam Pharmaceuticals, Inc.
RSG / Republic Services, Inc.
ZTS / Zoetis Inc.
WAT / Waters Corporation
ORLY / O'Reilly Automotive, Inc.
EXPD / Expeditors International of Washington, Inc.
MNST / Monster Beverage Corporation
MDP / Meredith Holdings Corp
FR / First Industrial Realty Trust, Inc.
WEC / WEC Energy Group, Inc.
COP / ConocoPhillips
OMER / Omeros Corporation
KEY / KeyCorp
TGB / Taseko Mines Limited
DAL / Delta Air Lines, Inc.
ALGN / Align Technology, Inc.
EXR / Extra Space Storage Inc.
ALK / Alaska Air Group, Inc.
CTXS / Citrix Systems, Inc.
MET / MetLife, Inc.
DE / Deere & Company
BMY / Bristol-Myers Squibb Company
SEE / Sealed Air Corporation
DXC / DXC Technology Company
GBDC / Golub Capital BDC, Inc.
DUK / Duke Energy Corporation
TD / The Toronto-Dominion Bank
AMP / Ameriprise Financial, Inc.
SLB / Schlumberger Limited
SPLK / Splunk Inc.
BA / The Boeing Company
C.WSA / Citigroup, Inc.
RACE / Ferrari N.V.
ECPG / Encore Capital Group, Inc.
LORL / Loral Space & Communications Inc
VOYA / Voya Financial, Inc.
RGA / Reinsurance Group of America, Incorporated
ARRS / ARRIS International plc
ASIX / AdvanSix Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
LANC / Lancaster Colony Corporation
STWD / Starwood Property Trust, Inc.
CAKE / The Cheesecake Factory Incorporated
VMW / Vmware Inc. - Class A
WWD / Woodward, Inc.
GT / The Goodyear Tire & Rubber Company
MIDD / The Middleby Corporation
ANAT / American National Group, Inc.
PRI / Primerica, Inc.
ANTM / Anthem Inc
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
RIG / Transocean Ltd.
GHC / Graham Holdings Company
SAM / The Boston Beer Company, Inc.
KRO / Kronos Worldwide, Inc.
BUSE / First Busey Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BC / Brunswick Corporation
BWXT / BWX Technologies, Inc.
US7153471005 / Perspecta Inc
SNAP / Snap Inc.
GABC / German American Bancorp, Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
CRC / California Resources Corporation
TR / Tootsie Roll Industries, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
GIII / G-III Apparel Group, Ltd.
US6550441058 / Noble Energy, Inc.
DCI / Donaldson Company, Inc.
KAR / OPENLANE, Inc.
HUN / Huntsman Corporation
OZK / Bank OZK
EWY / iShares, Inc. - iShares MSCI South Korea ETF
XPO / XPO, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
POR / Portland General Electric Company
IVE / iShares Trust - iShares S&P 500 Value ETF
HALO / Halozyme Therapeutics, Inc.
VIVO / Meridian Bioscience Inc.
AAP / Advance Auto Parts, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
BERY / Berry Global Group, Inc.
SNPS / Synopsys, Inc.
CALM / Cal-Maine Foods, Inc.
HRL / Hormel Foods Corporation
INGR / Ingredion Incorporated
HGV / Hilton Grand Vacations Inc.
SFIX / Stitch Fix, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IQV / IQVIA Holdings Inc.
ALLY / Ally Financial Inc.
CAG / Conagra Brands, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
MTOR / Meritor Inc
DHR / Danaher Corporation
MAR / Marriott International, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
ECL / Ecolab Inc.
MMS / Maximus, Inc.
FNF / Fidelity National Financial, Inc.
CHK / Chesapeake Energy Corporation
ALE / ALLETE, Inc.
US2782651036 / Eaton Vance Corp.
WDAY / Workday, Inc.
NGVT / Ingevity Corporation
VEC / V2X Inc
/ TD AmeriTrade Holding Corp.
DOX / Amdocs Limited
MDY / SPDR S&P MidCap 400 ETF Trust
US2243991054 / Crane Co.
CMI / Cummins Inc.
TDC / Teradata Corporation
BOX / Box, Inc.
ABC / Amerisource Bergen Corp.
FOX / Fox Corporation
C / Citigroup Inc.
KW / Kennedy-Wilson Holdings, Inc.
SCOR / comScore, Inc.
MASI / Masimo Corporation
AABA / Altaba Inc
BMO / Bank of Montreal
SPG / Simon Property Group, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
TGT / Target Corporation
CHE / Chemed Corporation
US20605P1012 / Concho Resources, Inc.
NCR / NCR Corp.
RHI / Robert Half Inc.
HPQ / HP Inc.
IDA / IDACORP, Inc.
US98212B1035 / WPX Energy, Inc.
TSLX / Sixth Street Specialty Lending, Inc.
VSM / Versum Materials, Inc.
OXY / Occidental Petroleum Corporation
LSTR / Landstar System, Inc.
JLL / Jones Lang LaSalle Incorporated
VER / VEREIT Inc
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
SNV / Synovus Financial Corp.
FAX / Abrdn Asia-Pacific Income Fund Inc
HTH / Hilltop Holdings Inc.
BOH / Bank of Hawaii Corporation
ACCO / ACCO Brands Corporation
FLO / Flowers Foods, Inc.
PNM / PNM Resources, Inc.
TRP / TC Energy Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
HUM / Humana Inc.
SIGI / Selective Insurance Group, Inc.
UNP / Union Pacific Corporation
ALQA / Alliqua, Inc.
RNR / RenaissanceRe Holdings Ltd.
US05491N1046 / BBX Capital Corporation
ILMN / Illumina, Inc.
US0549371070 / BB&T Corp.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
FTR / Frontier Communications Corp.
BCC / Boise Cascade Company
OGS / ONE Gas, Inc.
BKI / Black Knight Inc - Class A
MRVL / Marvell Technology, Inc.
VLCSX / Vanguard Large-Cap Index Fund
EME / EMCOR Group, Inc.
REZI / Resideo Technologies, Inc.
WNC / Wabash National Corporation
VLO / Valero Energy Corporation
DLTR / Dollar Tree, Inc.
MORN / Morningstar, Inc.
GNTX / Gentex Corporation
AGO / Assured Guaranty Ltd.
CIEN / Ciena Corporation
US0268741560 / American International Group, Inc. Warrants
ORI / Old Republic International Corporation
LEN.B / Lennar Corporation
GVA / Granite Construction Incorporated
APD / Air Products and Chemicals, Inc.
WBC / Wabco Holdings, Inc.
WBT / Welbilt Inc
KMI / Kinder Morgan, Inc.
VLY / Valley National Bancorp
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VAC / Marriott Vacations Worldwide Corporation
CCOI / Cogent Communications Holdings, Inc.
HHC / Howard Hughes Corporation
TWO / Two Harbors Investment Corp.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
UTL / Unitil Corporation
ENS / EnerSys
LCII / LCI Industries
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
MAIN / Main Street Capital Corporation
EHC / Encompass Health Corporation
HTGC / Hercules Capital, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MBI / MBIA Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
SQ / Block, Inc.
HEI.A / HEICO Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SRDX / Surmodics, Inc.
ALEX / Alexander & Baldwin, Inc.
TRMK / Trustmark Corporation
WYNN / Wynn Resorts, Limited
WTRG / Essential Utilities, Inc.
ATH / Athene Holding Ltd - Class A
CGC / Canopy Growth Corporation
LTSK / Osaic Financial Services, Inc. - Corporate Bond/Note
ADNT / Adient plc
CBSH / Commerce Bancshares, Inc.
WBA / Walgreens Boots Alliance, Inc.
RTN / Raytheon Co.
PAYX / Paychex, Inc.
J / Jacobs Solutions Inc.
AFL / Aflac Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TRMB / Trimble Inc.
BSX / Boston Scientific Corporation
TXN / Texas Instruments Incorporated
BB / BlackBerry Limited
LKQ / LKQ Corporation
BIIB / Biogen Inc.
NLY / Annaly Capital Management, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
F / Ford Motor Company
MMC / Marsh & McLennan Companies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
ORCL / Oracle Corporation
CTT / CatchMark Timber Trust Inc - Class A
TEN / Tsakos Energy Navigation Limited
PPG / PPG Industries, Inc.
00B5M6XQ7 / INTL FCStone Inc.
BTZ / BlackRock Credit Allocation Income Trust
MRO / Marathon Oil Corporation
LOW / Lowe's Companies, Inc.
SO / The Southern Company
CMS / CMS Energy Corporation
MLM / Martin Marietta Materials, Inc.
A / Agilent Technologies, Inc.
US92220P1057 / Varian Medical Systems, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CNI / Canadian National Railway Company
MMM / 3M Company
ROST / Ross Stores, Inc.
PRU / Prudential Financial, Inc.
JEF / Jefferies Financial Group Inc.
PYPL / PayPal Holdings, Inc.
URI / United Rentals, Inc.
DELL / Dell Technologies Inc.
FOXA / Fox Corporation
NTRS / Northern Trust Corporation
ARCC / Ares Capital Corporation
TSN / Tyson Foods, Inc.
PEP / PepsiCo, Inc.
GM.WS.B / General Motors Company - Warrants 07/10/2019
MU / Micron Technology, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LH / Labcorp Holdings Inc.
DOW / Dow Inc.
HD / The Home Depot, Inc.
APA / APA Corporation
HTA / Healthcare Realty Trust Inc - Class A
HBI / Hanesbrands Inc.
NRZ / New Residential Investment Corp
AMH / American Homes 4 Rent
CXP / Columbia Property Trust Inc
APLE / Apple Hospitality REIT, Inc.
VICI / VICI Properties Inc.
HR / Healthcare Realty Trust Incorporated
HIG / The Hartford Insurance Group, Inc.
PAG / Penske Automotive Group, Inc.
RYN / Rayonier Inc.
HPT / Hospitality Properties Trust
EMR / Emerson Electric Co.
LPX / Louisiana-Pacific Corporation
SHW / The Sherwin-Williams Company
SHO / Sunstone Hotel Investors, Inc.
CIM / Chimera Investment Corporation
SBAC / SBA Communications Corporation
SBRA / Sabra Health Care REIT, Inc.
PEB / Pebblebrook Hotel Trust
AGNC / AGNC Investment Corp.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CSX / CSX Corporation
GL / Globe Life Inc.
VFC / V.F. Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FFIV / F5, Inc.
BF.B / Brown-Forman Corporation
57772K101 / Maxim Integrated Products Inc.
HPE / Hewlett Packard Enterprise Company
MSCI / MSCI Inc.
TFX / Teleflex Incorporated
ROK / Rockwell Automation, Inc.
XRX / Xerox Holdings Corporation
CHD / Church & Dwight Co., Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CFG / Citizens Financial Group, Inc.
HOLX / Hologic, Inc.
ADSK / Autodesk, Inc.
ED / Consolidated Edison, Inc.
NEE / NextEra Energy, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CVS / CVS Health Corporation
NOV / NOV Inc.
XOM / Exxon Mobil Corporation
NUE / Nucor Corporation
NKE / NIKE, Inc.
ROP / Roper Technologies, Inc.
AA / Alcoa Corporation
EOG / EOG Resources, Inc.
PFG / Principal Financial Group, Inc.
EA / Electronic Arts Inc.
CELG / Celgene Corp.
META / Meta Platforms, Inc.
ADI / Analog Devices, Inc.
MDT / Medtronic plc
FISV / Fiserv, Inc.
OCUL / Ocular Therapeutix, Inc.
RHT / Red Hat, Inc.
OKE / ONEOK, Inc.
GILD / Gilead Sciences, Inc.
GM / General Motors Company
KDP / Keurig Dr Pepper Inc.
AMT / American Tower Corporation
DFS / Discover Financial Services
NIO / NIO Inc. - Depositary Receipt (Common Stock)
WU / The Western Union Company
DATA / Tableau Software, Inc.
XYL / Xylem Inc.
ETR / Entergy Corporation
HBAN / Huntington Bancshares Incorporated
WCG / Wellcare Health Plans, Inc.
JCI / Johnson Controls International plc
T / AT&T Inc.
PSX / Phillips 66
IDXX / IDEXX Laboratories, Inc.
HLT / Hilton Worldwide Holdings Inc.
FBHS / Fortune Brands Home & Security Inc
BKNG / Booking Holdings Inc.
INVH / Invitation Homes Inc.
TLRY / Tilray Brands, Inc.
SRE / Sempra
KORS / Michael Kors Holdings Ltd.
CTSH / Cognizant Technology Solutions Corporation
HAL / Halliburton Company
NOC / Northrop Grumman Corporation
BIG / Big Lots, Inc.
TDY / Teledyne Technologies Incorporated
PTC / PTC Inc.
PH / Parker-Hannifin Corporation
EL / The Estée Lauder Companies Inc.
FCX / Freeport-McMoRan Inc.
CDNS / Cadence Design Systems, Inc.
NEM / Newmont Corporation
JPM / JPMorgan Chase & Co.
NWSA / News Corporation
VRTX / Vertex Pharmaceuticals Incorporated
EXC / Exelon Corporation
USB / U.S. Bancorp
LIN / Linde plc
STI / Solidion Technology, Inc.
CSCO / Cisco Systems, Inc.
NFLX / Netflix, Inc.
BAM / Brookfield Asset Management Ltd.
TMUS / T-Mobile US, Inc.
CNDT / Conduent Incorporated
QCOM / QUALCOMM Incorporated
TRV / The Travelers Companies, Inc.
NAVI / Navient Corporation
JNPR / Juniper Networks, Inc.
YUM / Yum! Brands, Inc.
CNP / CenterPoint Energy, Inc.
FIS / Fidelity National Information Services, Inc.
EMN / Eastman Chemical Company
MPWR / Monolithic Power Systems, Inc.
TWTR / Twitter Inc
VRSK / Verisk Analytics, Inc.
MRK / Merck & Co., Inc.
RJF / Raymond James Financial, Inc.
NRG / NRG Energy, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
SJM / The J. M. Smucker Company
PEG / Public Service Enterprise Group Incorporated
AAL / American Airlines Group Inc.
AIG / American International Group, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GD / General Dynamics Corporation
BDX / Becton, Dickinson and Company
PVH / PVH Corp.
GPC / Genuine Parts Company
APH / Amphenol Corporation
DG / Dollar General Corporation
ULTA / Ulta Beauty, Inc.
JKHY / Jack Henry & Associates, Inc.
OMC / Omnicom Group Inc.
ALL / The Allstate Corporation
CLX / The Clorox Company
TJX / The TJX Companies, Inc.
PXD / Pioneer Natural Resources Company
NLOK / NortonLifeLock Inc
SYY / Sysco Corporation
MTB / M&T Bank Corporation
CCL / Carnival Corporation & plc
AVGO / Broadcom Inc.
FMC / FMC Corporation
IAU / iShares Gold Trust
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PNC / The PNC Financial Services Group, Inc.
CBRE / CBRE Group, Inc.
WDC / Western Digital Corporation
UAL / United Airlines Holdings, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RTX / RTX Corporation
GOOG / Alphabet Inc.
BK / The Bank of New York Mellon Corporation
LW / Lamb Weston Holdings, Inc.
AOS / A. O. Smith Corporation
TMO / Thermo Fisher Scientific Inc.
MCHP / Microchip Technology Incorporated
NOW / ServiceNow, Inc.
MO / Altria Group, Inc.
US00C4U1L353 / Mylan N.V.
PZZA / Papa John's International, Inc.
MS / Morgan Stanley
AMRX / Amneal Pharmaceuticals, Inc.
SU / Suncor Energy Inc.
ABT / Abbott Laboratories
XEL / Xcel Energy Inc.
XLNX / Xilinx, Inc.
BAX / Baxter International Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AMAT / Applied Materials, Inc.
SHAK / Shake Shack Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SCHW / The Charles Schwab Corporation
SIRI / Sirius XM Holdings Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VZ / Verizon Communications Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
PPL / PPL Corporation
ICE / Intercontinental Exchange, Inc.
CMA / Comerica Incorporated
CRM / Salesforce, Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
DISCA / Discovery Inc - Class A
HON / Honeywell International Inc.
PCAR / PACCAR Inc
ACN / Accenture plc
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
NVDA / NVIDIA Corporation
CC / The Chemours Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KBH / KB Home
ADP / Automatic Data Processing, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
WWW / Wolverine World Wide, Inc.
ITT / ITT Inc.
UNH / UnitedHealth Group Incorporated
SPY / SPDR S&P 500 ETF
V / Visa Inc.
DLR / Digital Realty Trust, Inc.
AMZN / Amazon.com, Inc.
ADBE / Adobe Inc.
INTC / Intel Corporation
PFE / Pfizer Inc.
DIS / The Walt Disney Company
NCLH / Norwegian Cruise Line Holdings Ltd.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CB / Chubb Limited
GS / The Goldman Sachs Group, Inc.
CVX / Chevron Corporation
ISRG / Intuitive Surgical, Inc.
TRI / Thomson Reuters Corporation
LEN / Lennar Corporation
MDLZ / Mondelez International, Inc.
KO / The Coca-Cola Company
BX / Blackstone Inc.
QQQ / Invesco QQQ Trust, Series 1
INTU / Intuit Inc.
GOOGL / Alphabet Inc.
RCL / Royal Caribbean Cruises Ltd.
IBM / International Business Machines Corporation
AAPL / Apple Inc.
GLD / SPDR Gold Trust
WFC / Wells Fargo & Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TSLA / Tesla, Inc.
BAC / Bank of America Corporation
BRK.A / Berkshire Hathaway Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
LLY / Eli Lilly and Company
PM / Philip Morris International Inc.
COST / Costco Wholesale Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
PHM / PulteGroup, Inc.
WMT / Walmart Inc.
JNJ / Johnson & Johnson
CAT / Caterpillar Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SBUX / Starbucks Corporation
AXP / American Express Company
WIA / Western Asset Inflation-Linked Income Fund
MSFT / Microsoft Corporation
PG / The Procter & Gamble Company
GE / General Electric Company
NBIX / Neurocrine Biosciences, Inc.
MCD / McDonald's Corporation
LMT / Lockheed Martin Corporation
GTX / Garrett Motion Inc.
MA / Mastercard Incorporated
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MSI / Motorola Solutions, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
FDX / FedEx Corporation
AEP / American Electric Power Company, Inc.
BRK.B / Berkshire Hathaway Inc.
CMCSA / Comcast Corporation
ETN / Eaton Corporation plc
ABBV / AbbVie Inc.
BID / Sotheby's
DHI / D.R. Horton, Inc.