| NTNX / Nutanix, Inc.
|
|
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| GWRS / Global Water Resources, Inc.
|
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| INTC / Intel Corporation
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| BSX / Boston Scientific Corporation
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| WMT / Walmart Inc.
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| AMZN / Amazon.com, Inc.
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| JPM / JPMorgan Chase & Co.
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| V / Visa Inc.
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| CYBR / CyberArk Software Ltd.
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| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
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| CME / CME Group Inc.
|
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| GD / General Dynamics Corporation
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| STLD / Steel Dynamics, Inc.
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| ZTS / Zoetis Inc.
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| ORCL / Oracle Corporation
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| BDX / Becton, Dickinson and Company
|
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| CP / Canadian Pacific Kansas City Limited
|
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|
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| US30212PBE43 / CONVERTIBLE ZERO
|
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| US844741BG22 / Southwest Airlines Co
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| SHOP / Shopify Inc.
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| US252131AK39 / CONV. NOTE
|
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| EMR / Emerson Electric Co.
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| US74346YAG89 / PROS Holdings, Inc.
|
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| PG / The Procter & Gamble Company
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| SPGI / S&P Global Inc.
|
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|
|
|
|
|
| US02156BAF04 / ALTERYX INC CONV 1% 08/01/2026
|
|
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|
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| US958102AP07 / Western Digital Corp Bond
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| UPS / United Parcel Service, Inc.
|
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| EQIX / Equinix, Inc.
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| AEP / American Electric Power Company, Inc.
|
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|
|
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|
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| WFC / Wells Fargo & Company
|
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|
|
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|
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| SMH / VanEck ETF Trust - VanEck Semiconductor ETF
|
|
|
|
|
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|
|
| STAG / STAG Industrial, Inc.
|
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| DUK / Duke Energy Corporation
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| ATI / ATI Inc.
|
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| TW / Tradeweb Markets Inc.
|
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| MANU / Manchester United plc
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| BRK.B / Berkshire Hathaway Inc.
|
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|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
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| KKR / KKR & Co. Inc.
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| WST / West Pharmaceutical Services, Inc.
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| CEG / Constellation Energy Corporation
|
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|
|
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|
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| DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
|
|
|
|
|
|
|
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| GOOG / Alphabet Inc.
|
|
|
|
|
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|
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| CAT / Caterpillar Inc.
|
|
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|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
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| XOM / Exxon Mobil Corporation
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|
|
|
|
|
|
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| US26142RAB06 / DraftKings, Inc.
|
|
|
|
|
|
|
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| US163092AF65 / CONVERTIBLE ZERO
|
|
|
|
|
|
|
|
| FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
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| LOW / Lowe's Companies, Inc.
|
|
|
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| US902252AB17 / Tyler Technologies Inc
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| US298736AL30 / Euronet Worldwide Inc
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| CRM / Salesforce, Inc.
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| AMD / Advanced Micro Devices, Inc.
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| NEE / NextEra Energy, Inc.
|
|
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|
|
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| LIN / Linde plc
|
|
|
|
|
|
|
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
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| APO / Apollo Global Management, Inc.
|
|
|
|
|
|
|
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| META / Meta Platforms, Inc.
|
|
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| ABT / Abbott Laboratories
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| TMUS / T-Mobile US, Inc.
|
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| GOOGL / Alphabet Inc.
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| MS / Morgan Stanley
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|
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| BKNG / Booking Holdings Inc.
|
|
|
|
|
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|
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| LYV / Live Nation Entertainment, Inc.
|
|
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| KO / The Coca-Cola Company
|
|
|
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|
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| BX / Blackstone Inc.
|
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|
|
|
|
|
|
| PFFD / Global X Funds - Global X U.S. Preferred ETF
|
|
|
|
|
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|
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| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
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|
|
| MCD / McDonald's Corporation
|
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|
|
|
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|
|
| PFE / Pfizer Inc.
|
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|
|
|
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|
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| CSX / CSX Corporation
|
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|
|
|
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|
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| MO / Altria Group, Inc.
|
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|
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|
|
| GS / The Goldman Sachs Group, Inc.
|
|
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|
|
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|
|
| NSC / Norfolk Southern Corporation
|
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|
|
|
|
|
|
| US71639TAB26 / PetIQ Inc
|
|
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|
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|
|
| SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| NET / Cloudflare, Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
|
|
|
|
|
|
|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
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| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| DAL / Delta Air Lines, Inc.
|
|
|
|
|
|
|
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| VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
|
|
|
|
|
|
|
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| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| US679295AF24 / CONV. NOTE
|
|
|
|
|
|
|
|
| IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| BA / The Boeing Company
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|
|
|
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| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
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| AMGN / Amgen Inc.
|
|
|
|
|
|
|
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| CVS / CVS Health Corporation
|
|
|
|
|
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| SYK / Stryker Corporation
|
|
|
|
|
|
|
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| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| EBAY / eBay Inc.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
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| PCAR / PACCAR Inc
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|
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| DDOG / Datadog, Inc.
|
|
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| GE / General Electric Company
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|
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| DPZ / Domino's Pizza, Inc.
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|
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| CHPT / ChargePoint Holdings, Inc.
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|
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|
|
|
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| USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
|
|
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|
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| ORLY / O'Reilly Automotive, Inc.
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|
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|
|
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| C.WSA / Citigroup, Inc.
|
|
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| NUE / Nucor Corporation
|
|
|
|
|
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|
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| EVVAQ / Enviva Inc.
|
|
|
|
|
|
|
|
| RBCP / RBC Bearings Incorporated - Preferred Stock
|
|
|
|
|
|
|
|
| HCCI / Heritage-Crystal Clean Inc
|
|
|
|
|
|
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| JCI / Johnson Controls International plc
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|
|
|
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|
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| WKHS / Workhorse Group Inc.
|
|
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|
|
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| X / United States Steel Corporation
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|
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|
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| ARIS / Aris Water Solutions, Inc.
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| ORA / Ormat Technologies, Inc.
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| NKLA / Nikola Corporation
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| KEYS / Keysight Technologies, Inc.
|
|
|
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| MAN / ManpowerGroup Inc.
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| MNTK / Montauk Renewables, Inc.
|
|
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|
|
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
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|
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| CI / The Cigna Group
|
|
|
|
|
|
|
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| SRCL / Stericycle, Inc.
|
|
|
|
|
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|
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| BE / Bloom Energy Corporation
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| WTS / Watts Water Technologies, Inc.
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| ADSK / Autodesk, Inc.
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| ARRY / Array Technologies, Inc.
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|
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| IT / Gartner, Inc.
|
|
|
|
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|
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| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
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| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
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| LLY / Eli Lilly and Company
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| AMRC / Ameresco, Inc.
|
|
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| NTAP / NetApp, Inc.
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| CWEN / Clearway Energy, Inc.
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| SUNWW / Sunworks, Inc.
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| BAX / Baxter International Inc.
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| FLNC / Fluence Energy, Inc.
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|
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| US23804LAB99 / CONV. NOTE
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|
|
|
|
|
|
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| PCT / PureCycle Technologies, Inc.
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|
|
|
|
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| FUV / Arcimoto, Inc.
|
|
|
|
|
|
|
|
| US04010LAW37 / Ares Cap Corp Bond
|
|
|
|
|
|
|
|
| ENS / EnerSys
|
|
|
|
|
|
|
|
| FREY / FREYR Battery, Inc.
|
|
|
|
|
|
|
|
| SOL / Emeren Group Ltd - Depositary Receipt (Common Stock)
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|
|
|
|
|
|
|
| FSR / Fisker Inc.
|
|
|
|
|
|
|
|
| BEAM / Beam Therapeutics Inc.
|
|
|
|
|
|
|
|
| CWT / California Water Service Group
|
|
|
|
|
|
|
|
| NEP / XPLR Infrastructure, LP - Limited Partnership
|
|
|
|
|
|
|
|
| INGR / Ingredion Incorporated
|
|
|
|
|
|
|
|
| MKC / McCormick & Company, Incorporated
|
|
|
|
|
|
|
|
| BEPC / Brookfield Renewable Corporation
|
|
|
|
|
|
|
|
| BLDP / Ballard Power Systems Inc.
|
|
|
|
|
|
|
|
| GP / GreenPower Motor Company Inc.
|
|
|
|
|
|
|
|
| TPIC / TPI Composites, Inc.
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| BLNK / Blink Charging Co.
|
|
|
|
|
|
|
|
| CBRE / CBRE Group, Inc.
|
|
|
|
|
|
|
|
| GOEV / Canoo Inc.
|
|
|
|
|
|
|
|
| LULU / lululemon athletica inc.
|
|
|
|
|
|
|
|
| SPOT / Spotify Technology S.A.
|
|
|
|
|
|
|
|
| US848637AD65 / Splunk Inc Bond
|
|
|
|
|
|
|
|
| NEE.PRR / NextEra Energy, Inc. - Preferred Security
|
|
|
|
|
|
|
|
| US29786AAN63 / CONV. NOTE
|
|
|
|
|
|
|
|
| SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
| US848637AF14 / CONV. NOTE
|
|
|
|
|
|
|
|
| AMLP / ALPS ETF Trust - Alerian MLP ETF
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| APO.PRA / Apollo Global Management, Inc. - Preferred Stock
|
|
|
|
|
|
|
|
| US09061GAK76 / CONV. NOTE
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| US345370CZ16 / CONVERTIBLE ZERO
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| FTS / Fortis Inc.
|
|
|
|
|
|
|
|
| WFC.PRL / Wells Fargo & Company - Preferred Stock
|
|
|
|
|
|
|
|
| EQT / EQT Corporation
|
|
|
|
|
|
|
|
| FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
|
|
| SHV / iShares Trust - iShares Short Treasury Bond ETF
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
|
|
|
|
|
|
|
|
| WCN / Waste Connections, Inc.
|
|
|
|
|
|
|
|
| ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| ARE / Alexandria Real Estate Equities, Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| PAGP / Plains GP Holdings, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| SRE / Sempra
|
|
|
|
|
|
|
|
| DKNG / DraftKings Inc.
|
|
|
|
|
|
|
|
| TDG / TransDigm Group Incorporated
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
| LNG / Cheniere Energy, Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| PSA / Public Storage
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| BAC.PRL / Bank of America Corporation - Preferred Stock
|
|
|
|
|
|
|
|
| PNR / Pentair plc
|
|
|
|
|
|
|
|
| XYL / Xylem Inc.
|
|
|
|
|
|
|
|
| WAT / Waters Corporation
|
|
|
|
|
|
|
|
| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| PXD / Pioneer Natural Resources Company
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
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| RIVN / Rivian Automotive, Inc.
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| ADP / Automatic Data Processing, Inc.
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| HON / Honeywell International Inc.
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| FCX / Freeport-McMoRan Inc.
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| SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| MPLX / MPLX LP - Limited Partnership
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| SHW / The Sherwin-Williams Company
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| TRP / TC Energy Corporation
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| SO / The Southern Company
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| NFLX / Netflix, Inc.
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| UNP / Union Pacific Corporation
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| RS / Reliance, Inc.
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| LMT / Lockheed Martin Corporation
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| CVX / Chevron Corporation
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| AY / Atlantica Sustainable Infrastructure plc
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| RSG / Republic Services, Inc.
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| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
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| ECL / Ecolab Inc.
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| DLR / Digital Realty Trust, Inc.
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| MELI / MercadoLibre, Inc.
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| COP / ConocoPhillips
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| WIX / Wix.com Ltd.
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| KMI / Kinder Morgan, Inc.
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| NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
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| WMB / The Williams Companies, Inc.
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| BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
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| RTX / RTX Corporation
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| AMT / American Tower Corporation
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| ENB / Enbridge Inc.
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| DD / DuPont de Nemours, Inc.
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| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
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| OXY / Occidental Petroleum Corporation
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| CNI / Canadian National Railway Company
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| PPL / Pembina Pipeline Corporation
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| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
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| WM / Waste Management, Inc.
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| TRGP / Targa Resources Corp.
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| WY / Weyerhaeuser Company
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| KBR / KBR, Inc.
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| NOC / Northrop Grumman Corporation
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| ADBE / Adobe Inc.
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| MBB / iShares Trust - iShares MBS ETF
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.
