| Josh Brown | Disclosures as of 3/27/25 (1:00 PM ET) | AAPL, AMZN, BKR, BRK.B, CG, CRWD, CVX, GOOGL, IEO, INVH, IOT, JPM, KNSL, LYV, MMM, NDAQ, NVDA, PFE, RDDT, SBUX, SHAK, TOST, UBER |
| Karen Firestone | Disclosures as of 3/26/25 (1:00 PM ET) | AAPL, ABT, ADBE, ADSK, AMT, AMZN, AHT-GB, AVGO, AXP, BKNG, BX, CHE, CHTR, CNX, CRM, CSGP, EPAM, ERF-FR, GOOGL, HQY, KMX, META, MSFT, NEE, PAYC, SCHW, SPGI, TMO, UNH, V, WAB, WCN. Karen also owns BMY, NVDA, and AMGN in her Charitable Trust. |
| Jenny Harrington | Disclosures as of 3/26/25 (1:00 PM ET) | AIN, AMBP, APTV, AXAHY, AXP, BAESY, BASFY, BMY, CAG, CARR, CCI, CODI, COLB, CRRFY, CSCO, CWENA, D, DBSDY, DEA, DHLGY, DIS, DOCU, DOW, DTEGY, DVN, EG, ENB, EPD, ET, FCX, FI, FLNG, FPAFY, GSK, GXO, HLPPY, HMC, HTGC, IX, JBLU, KB, KCDMY, KGFHY, KMI, KMX, KNTK, LAMR, MAR, MBGYY, MDT, META, MGDDY, MPLX, MTRN, NEEPRR, NGG, NGLOY, NOC, NRDBY, O, OGN, PAGP, PFE, PKX, PSTL, REGN, RHHBY, RIO, SBLK, SBRA, SCHW, SHEL, SKBSY, SKHSY, SMFG, SSREY, SWK, SYY, TELNY, TER, TMO, TRIP, TSLX, TTE, UBER, UL, UPMMY, UPS, URI, VEOEY, VTR, VZ, WHR, WMB, WPP, WU, XPO, ZBH, ZURVY, |
| Jim Lebenthal | Disclosures as of 3/31/25 (1:00 PM ET) | AAPL, ABBV, ADBE, AMAT, AMZN, AZN, BLK, BRK.B, C, CASY, CLF, CRH, CSCO, DAL, DIS, GOOG, IJR, JPM, LMT, LNG, MP, MSFT, NVDA, ORCL, PCG, QCOM, RIG, UNH, V, VRTX, WAB, WYNN, XOM |
| Stephanie Link | Disclosures as of 3/28/25 (1:00 PM ET) | AMZN, AVGO, ACN, BA, BAC, CMG, CRWD, DHI, ELAN, ETN, FANG, GAP, GE, GEV, HD, IBM, INDA, LLY, LVS, MMM, MS, PANW, PWR, ROK, SLB, SNOW, TFC, TGT, UNH, WFC, ZTS |
| Shannon Saccocia | Disclosures as of 3/31/25 (1:00 PM ET) | |
| Sarat Sethi | Disclosures as of 3/19/25 (1:00 PM ET) | AAPL, AES, AMT, AMZN, AXP, BAC, BMY, BR, BX, C, CHTR, CMCSA, CRM, CVS, CVX, DAL, DIS, DISCK, ELAN, EOG, EQIX, GOOGL, GSK, HON, ILMN, INTU, JNJ, JPM, LOW, LW, MA, META, MLM, MRK, MS, MSFT, NVDA, ORCL, PEP, PRU, PYPL, QCOM, SCS, SLB, STZ, TDG, TECK, TMO, UBER, UNH, V, VMC, WDAY, XOM, XPO, ZBH. |
| Jason Snipe | Disclosures as of 3/20/25 (1:00 PM ET) | AAPL, ABBV, AMZN, ANET, APO, AXP, AZO, BLK, BX, CAT, CL, COST, DHI, FI, GOOGL, GS, IBB, LOW, MSFT, NFLX, NOW, NVDA, ORCL, PANW, PG, QCOM, SYK, UBER, UNH, VFH |
| Bryn Talkington | Disclosures as of 3/24/25 (1:00 PM ET) | AAPL, ALB, APO, BHP, BSEP, BSM, BUG, COWZ, DELL, ET, ETHA, ETHE, FANG, FCX, HOOD, IBIT, JEPI, JEPQ, KKR, MSFT, NVDA, PAGP, PLTR, QQQ, RBLX, RSP, RSPG, SQM, TSLA, UBER, URNM, V, VNOM, XOP |
| Joseph Terranova | Disclosures as of 3/31/25 (1:00 PM ET) | AMGN, AMZN, BABA, CRWD, DOCU, EQT, GS, IBKR, JOET, JPM, MCK, NFLX, TLT, UBER, VRTS, ZM. JOET Holdings: ACGL, ADP, ADSK, AJG, ALL, AMAT, AME, AMP, AMZN, ANET, AON, APH, APO, APP, AVGO, AXON, AXP, BK, BKR, BRK.B, BRO, BSX, CARR, CB, CFG, CHKP, CINF, CME, CMG, CMI, COF, COR, COST, CPNG, CPRT, CRM, CRWD, CTAS, DAL, DECK, DOCU, DOV, ECL, EOG, ETN, EXPE, FANG, FAST, FCNCA, FITB, FSLR, FTNT, GOOGL, GRMN, GWW, HBAN, HEI, HIG, HUBB, HWM, IBKR, INCY, IRM, ISRG, JPM, KLAC, LDOS, LLY, LYV, MA, META, MKL, MTB, NFLX, NOW, NTRS, NU, NVDA, NVR, ORCL, PAYX, PCAR, PEG, PG, PGR, PH, PLTR, PNC, PODD, PWR, PYPL, QCOM, RCL, RF, RJF, RMD, ROL, RSG, SHW, SPGI, SPOT, SYF, TEL, TJX, TRV, TSLA, TT, TTD, TW, TYL, UAL, URI, USB, V, VMC, VRT, VST, WAB, WELL, WMT, WRB, XOM, XYZ, YUMC, ZM |
| Brenda Vingiello | Disclosures as of 1/17/25 (1:00 PM ET) | AAPL, ABT, ACN, ADBE, AEP, AMZN, AVGO, BLK, BKNG, CME, CRM, CVX, DHR, DIS, ECL, EFA, ETN, GOOG, HON, IJH, INTU, IUSV, IVLU, IWM, JNJ, JPM, KMB, LLY, LNG, META, MSFT, NEM, NVDA, PANW, PG, PH, PLD, RSP, SNOW, SPY, SYK, TJX, TSLA, UPS, V, VCMDX, VGLT, VWO, WM, WYNN, ZTS |
| Stephen Weiss | Disclosures as of 3/31/25 (1:00 PM ET) | AMZN, BAC, CRH, GOOG, GS, JOET, LDOS, META, MSFT, NFLX, QXO, SU-FR, TSM, UNH, VRT, VRTX |