| Josh Brown | Disclosures as of 11/19/24 (1:00 PM ET) | AAPL, AMZN, BKR, BRK.B, CG, CRWD, GOOGL, IEO, INVH, IOT, JPM, LYV, MMM, MTTR, NDAQ, NVDA, PFE, RDDT, SHAK, TOST, TTD, UBER |
| Karen Firestone | Disclosures as of 11/20/24 (1:00 PM ET) | AAPL, ABT, ADBE, ADSK, AMT, AMZN, ASHTF, AXP, AVGO, BAH, BKNG, BX, CHE, CHTR, CNX, CRM, CSGP, EPAM, ERF-FR, FTV, GOOGL, HQY, KMX, META, MSFT, NEE, PAYC, SCHW, SPGI, TMO, UNH, V, WAB, WCN |
| Jenny Harrington | Disclosures as of 11/15/24 (1:00 PM ET) | AIN, AMBP, APTV, AXAHY, AXP, BAESY, BASFY, BGS, BMY, CARR, CCI, CODI, COLB, CRRFY, CSCO, CWENA, D, DBSDY, DEA, DHLGY, DIS, DOCU, DOW, DTEGY, DVN, EG, EPD, ET, FPAFY, FCX, FI, FLNG, GSK, GXO, HLPPY, HTGC, IBM, INTC, IX, JBLU, KB, KCDMY, KGFHY, KMI, KMX, KNTK, KSS, LAMR, MAR, MBGYY, MDT, META, MGDDY, MTRN, NEEPRR, NGG, NGLOY, NNN, NOC, NRDBY, OGN, OKE, PFE, PKX, PSTL, REGN, RHHBY, RIO, SBLK, SBRA, SCHW, SHEL, SKBSY, SKHSY, SMFG, SSREY, SWK, SWKS, SYY, T, TELNY, TER, TMO, TTE, UBER, UL, UPMMY, UPS, URI, VEOEY, VTR, VZ, WHR, WMB, WPP, WU, XPO, ZBH, ZURVY |
| Jim Lebenthal | Disclosures as of 11/19/24 (1:00 PM ET) | AAPL, ABBV, ADBE, AMAT, AMZN, BLK, BRK.B, C, CASY, CLF, CRH, CSCO, DAL, DE, DIS, GM, GOOG, IJR, JPM, LMT, LNG, MP, MSFT, NVDA, ONON, ORCL, PCG, QCOM, RIG, UNH, V, VRTX, WAB, WYNN, XOM |
| Stephanie Link | Disclosures as of 11/19/24
(1:00PM ET) | AMZN, AVGO, AXP, BA, BAC, CMG, CRWD, DD, DHI, ELAN, ETN, FANG, FCX, GAP, GE, GEHC, GEV, HD, IBM, INDA, LLY, LRCX, LVS, MMM, MS, PWR, ROK, SLB, SNOW, TFC, TGT, WFC, XOM, ZTS |
| Shannon Saccocia | Disclosures as of 11/18/24 (1:00 PM ET) | |
| Sarat Sethi | Disclosures as of 11/4/24 (1:00 PM ET) | AAPL, AES, AMT, AMZN, APA, AXP, BAC, BMY, BR, BX, C, CHTR, CMCSA, CRM, CVS, CVX, DAL, DIS, DISCK, EIX, ELAN, EOG, EQIX, GOOGL, GSK, HON, ILMN, JNJ, JPM, LOW, LW, MA, META, MLM, MRK, MS, MSFT, NVDA, ORCL, PEP, PRU, PYPL, QCOM, RTX, SCS, SLB, STZ, TDG, TECK, TMO, UAL, UBER, UNH, V, VMC, WDAY, XOM, XPO, ZBH. |
| Jason Snipe | Disclosures as of 11/19/24 (1:00 PM ET) | AAPL, ABBV, AMZN, ANET, APO, AXP, AZO, BLK, BX, CAT, CL, COST, DHI, FI, GOOGL, GS, IBB, INTU, LOW, MSFT, NFLX, NOW, NVDA, ORCL, PANW, PG, QCOM, SYK, UBER, UNH, VFH, XLB |
| Bryn Talkington | Disclosures as of 11/20/24 (1:00 PM ET) | AAPL, ALB, BHP, BSEP, BSM, BUG, COWZ, DELL, DVN, ET, ETHE, FANG, FCX, IBIT, JEPI, JEPQ, MSFT, NVDA, PAGP, PLTR, QQQ, RBLX, RSP, RSPG, SQM, TSLA, UBER, URNM, V, VNOM, XOP |
| Joseph Terranova | Disclosures as of 11/20/24 (1:00 PM ET) | AVGO, CRWD, EQT, GS, JOET, JPM, NFLX, PANW, TWLO, VRTS, XBI. JOET Holdings: ACGL, ACN, ADI, ADSK, AFL, ALL, AMAT, AMD, AMP, AMZN, ANET, APH, APP, APO, AVGO, AXP, AXON, BK, BR, BRK.B, BRO, BSX, CARR, CAT, CB, CEG, CFG, CHKP, CINF, CMG, CMI, COIN, COST, CPNG, CRM, CRWD, CTAS, DAL, DDOG, DECK, DFS, DHI, DOCU, DOV, ETN, EXR, FAST, FCNCA, FITB, FSLR, FTNT, GD, GM, GRMN, GWW, HBAN, HEI, HIG, HUBB, HWM, IBKR, IR, ISRG, IT, JPM, KLAC, LEN, LLY, MA, MELI, META, MLM, MPWR, MSFT, MTB, NFLX, NOW, NTRS, NU, NVDA, NVR, O, ORCL, PANW, PCAR, PFG, PGR, PH, PHM, PLTR, PODD, PSA, PWR, PYPL, QCOM, RCL, RF, RJF, RMD, ROL, ROST, RSG, SMCI, SPGI, SPOT, SQ, SYF, SYK, TEL, TRV, TSCO, TT, TTD, TW, UAL, UBER, URI, VMC, VRT, WAB, WELL, WMT, WRB, XYL. |
| Brenda Vingiello | Disclosures as of 10/23/24 (1:00 PM ET) | AAPL, ABT, ACN, ADBE, AEP, AMT, AMD, AMZN, BLK, BKNG, CME, CRM, CVX, DHR, DIS, ECL, EFA, EL, ETN, GOOG, HON, IJH, IUSV, IVLU, IWM, JNJ, JPM, LLY, LNG, MDLZ, META, MSFT, NEM, NVDA, PANW, PG, PH, PLD, SPY, SYK, TJX, TSLA, UPS, V, VCMDX, VGLT, VWO, WM, WYNN, ZTS |
| Stephen Weiss | Disclosures as of 11/20/24 (1:00 PM ET) | AAPL, AMZN, BAC, BTC, CRH, GBTC, GOOG, GS, GXO, INDA, INDY, JOET, LDOS, META, MSFT, NFLX, NVDA, QXO, SMIN, TDG, TSM, VRT |