First investment: AAPL, 2005
- AssetPrice
- JPMorgan Carbon Transition U.S. Equity ETF–
- A-Mark Precious Metals–
- AAON–
- AAR CORP.–
- ABM Industries–
- ADMA Biologics–
- AECOM–
- ARK Fintech Innovation ETF–
- ARK Industrial Innovation ETF–
- ARM Holdings PLC–
- ASML Hld–
- AST SpaceMobile–
- AT&T–
- AXS Green Alpha ETF–
- Aardvark Therapeutics Inc–
- AbbVie–
- Abbott Labs–
- Aberdeen Income Credit Strategies Fund–
- Aberdeen Standard Gold ETF Trust–
- Academy Sports and Outdoors–
- Acushnet Hlds–
- Adobe–
- AerCap Hlds–
- Affirm–
- Agilent Technologies–
- Agnico Eagle Mines–
- Agree Realty–
- Air Products and Chemicals–
- Airbnb–
- Airbus SE–
- Akros Monthly Payout ETF–
- Alamo Group–
- Alaska Air Group–
- Align Technology–
- Allegheny Technologies–
- Allstate–
- Ally Financial–
- Alpha Teknova–
- Alphabet–
- Alphabet–
- Amazon–
- Amdocs–
- American Century Large Cap Equity ETF–
- American Century Large Cap Growth ETF–
- American Electric Power Company–
- American Express–
- Amgen–
- Amphastar Pharma–
- Amphenol–
- Amplify AI Powered Equity ETF–
- Amplify Bloomberg AI Value Chain ETF–
- Amplify CWP Dividend & Option Income ETF–
- Amplify Etho Climate Leadership US ETF–
- Amplify Mobile Payments ETF–
- Amplify Online Retail ETF–
- Amplify Video Game Tech ETF–
- Analog Devices–
- Andersons–
- Apollo Global Management–
- AppFolio–
- Apple–
- Applied Industrial Technologies–
- Applied Materials–
- Aquestive Therapeutics Inc–
- Arbor Realty Trust–
- ArcBest–
- Arcellx–
- Archer Aviation–
- Arcosa Inc–
- Arcutis Biotherapeutics–
- Ardelyx–
- Ares Dynamic Credit Allocation Fund–
- Ares Management–
- Arista Networks–
- Artisan Partners Asset Management–
- Ascendis Pharma–
- Aspen Technology Inc–
- Astera Labs Inc–
- AstraZeneca–
- Atlanta Braves Holdings Inc–
- Atlanta Braves Holdings Inc–
- Atlassian–
- Aurora Innovation–
- AutoNation–
- AutoZone–
- Autodesk–
- AvalonBay Communities–
- Avantis Responsible US Equity ETF–
- Avantor Inc.–
- Axon Enterprise–
- Axs Change Finance ESG ETF–
- Axsome Therapeutics–
- BHP Billiton–
- BNY Mellon High Yield Strategies Fund–
- Badger Meter–
- Balchem–
- Banco Latinoamericano de Comercio Exterior SA–
- Bank of America–
- Barings BDC Inc–
- Barrick Gold–
- Beacon Roofing Supply–
- Bentley Systems–
- Berkshire Hathaway–
- Best Buy–
- BioLife Solutions–
- Bitcoin–
- BlackSky Technology–
- Blackrock Inc–
- Blackrock US Carbon Transition Readiness ETF–
- Blackrock World EX US Carbon Transition Readiness ETF–
- Blackstone Group–
- Blackstone Secured Lending Fund–
- Blackstone Strategic Credit Fund–
- Bloom Energy–
- Blue Owl Capital–
- Blue Owl Capital Corp–
- Booking Hlds–
- Boot Barn Hlds–
- Boyd Gaming–
- Brainsway–
- Brinker International–
- Broadcom–
- Brookfield Asset Management–
- Brookfield Corp–
- Brown & Brown–
- BuildABear–
- Builders FirstSource–
- Byrna Technologies–
- C3.ai–
- CACI–
- CBRE Global Real Estate Income Fund–
- CBRE Group–
- CDW–
- CNH Industrial NV–
- CRA International–
- CRH PLC–
- CSX–
- Cadence Design Systems–
- Calumet Inc–
- Cameco–
- Camtek–
- Canadian Pacific Kansas City Limited–
- Capital One–
- Carbon Collective Climate Solutions US Equity Etf–
- Cardinal Health–
- Carlisle Companies–
- Carlyle Group–
- Carpenter Technology–
- Carrier Global–
- Casella Waste Systems–
- Catalyst Pharmaceuticals–
- Caterpillar–
- Celestica–
- Cencora Inc–
- Centrus Energy–
- Charles Schwab–
- Charter Communications–
- Chefs' Warehouse–
- Cheniere Energy–
- Chewy–
- Chubb–
- Ciena–
- Cintas Corp–
- Cipher Mining–
- Cirrus Logic–
- Citigroup–
- Citizens Financial Group–
- Clean Harbors–
- Clearpoint Neuro Inc–
- Clearwater Analytics Holdings–
- Clorox–
- Cloudflare–
- Coca-Cola–
- Coca-Cola Bottling–
- Coffee Holding–
- Coinbase–
- Colgate-Palmolive–
- Columbia Sportswear Company–
- Comfort Systems USA–
- Commercial Metals–
- Compass–
- Confluent–
- Consolidated Water–
- Constellation Brands–
- Constellation Energy Corp–
- Copart–
- Corcept Therapeutics–
- Corning–
- Corpay Inc–
- Corteva Inc–
- Costamare–
- Coupang–
- Crane Company–
- Credit Suisse High Yield Bond Fund–
- Credo Technology Group Holding Ltd–
- CrowdStrike–
- Cultivar ETF–
- Cushman & Wakefield plc–
- CyberArk Software–
- D.R. Horton–
- DXP Enterprises–
- DaVita–
- Danaher–
- Darden Restaurants–
- Datadog–
- Dave–
- Deckers Outdoor–
- Deere & Company–
- Defiance Quantum ETF–
- Defiance S&P 500 Target Income ETF–
- Dell Technologies–
- Delta Air Lines–
- Democratic Large Cap Core ETF–
- Denison Mines–
- Destiny Tech100 Inc–
- Dick's Sporting Goods–
- Dimensional Global Sustainability Fixed Income ETF–
- Discover–
- Dominion Energy–
- Domino's Pizza–
- DoorDash–
- Dover–
- DraftKings–
- Duolingo–
- Dutch Bros–
- Dynatrace Inc–
- EDP - Energias de Portugal SA–
- EMCOR Group–
- ESCO Technologies–
- Eaton–
- Ecolab–
- Edison–
- Electronic Arts–
- Eli Lilly–
- Emerson Electric–
- Energy Fuels–
- Enovix Corporation–
- Eos Energy Enterprises–
- Equinix–
- Equity Residential–
- Euroseas–
- Expedia–
- Extra Space Storage–
- F5 Networks–
- FMC Excelsior Focus Equity ETF–
- Fair Isaac–
- FedEx–
- Federal Signal–
- Ferguson Enterprises Inc–
- Ferrari–
- Fidelity Cloud Computing ETF–
- Fidelity Fundamental Large Cap Core ETF–
- Fidelity High Dividend ETF–
- Fidelity National Financial–
- Fidelity Sustainability US Equity ETF–
- Fidelity Women's Leadership ETF–
- Fidus Investment–
- First Bancorp–
- First Citizens BancShares–
- First Solar–
- First Trust Cloud Computing ETF–
- First Trust DJ Global Select Dividend Index Fund–
- First Trust EIP Carbon Impact ETF–
- First Trust Global Wind Energy ETF–
- First Trust Indxx NextG ETF–
- First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund–
- First Trust NASDAQ Cybersecurity ETF–
- First Trust Nasdaq Artificial Intelligence & Robotics ETF–
- First Trust RBA American Industrial Renaissance ETF–
- First Trust S&P International Dividend Aristocrats Fund–
- First Trust S-Network E-Commerce ETF–
- First Trust Water ETF–
- FirstEnergy–
- Fiserv Inc–
- Flex–
- FlexShares ESG & Climate Developed Markets ex-US Core Index Fund–
- FlexShares ESG & Climate US Large Cap Core Index Fund–
- FlexShares STOXX US ESG Impact Index Fund–
- Flutter Entertainment PLC–
- Fortinet–
- Franklin Responsibly Sourced Gold ETF–
- Freedom 100 Emerging Markets ETF–
- Freeport-McMoRan–
- Freshpet–
- GATX–
- GXO Logistics–
- Gaming and Leisure Properties–
- Gen Digital Inc–
- General Motors–
- GitLab–
- Global Industrial Co–
- Global X Artificial Intelligence & Technology ETF–
- Global X Autonomous & Electric Vehicles ETF–
- Global X Clean Water ETF–
- Global X Cloud Computing ETF–
- Global X Copper Miners ETF–
- Global X Cybersecurity ETF–
- Global X Data Center & Digital Infrastructure ETF–
- Global X FinTech ETF–
- Global X Longevity Thematic ETF–
- Global X MSCI Argentina ETF–
- Global X MSCI Colombia ETF–
- Global X MSCI SuperDividend EAFE ETF–
- Global X Robotics & Artificial Intelligence ETF–
- Global X S&P 500 Catholic Values ETF–
- Global X SuperDividend US ETF–
- Global X U.S. Infrastructure Development ETF–
- Global X Uranium ETF–
- Global X Video Games & Esports ETF–
- Global-e Online Ltd–
- Golar LNG–
- Gold Resource–
- Goldman Sachs–
- Goldman Sachs Physical Gold ETF–
- Goldman Sachs TreasuryAccess 0-1 Year ETF–
- Grab Holdings Ltd–
- Graphic Packaging Hld–
- Griffon–
- Grupo Supervielle–
- Guidewire Software–
- HCA Healthcare–
- HSBC Holdings–
- Hackett Group–
- Haemonetics–
- Harbor Corporate Culture Leaders ETF–
- Harmony Gold Mining Co Ltd–
- Hilton Worldwide Holdings–
- Hims & Hers Health–
- Hologic–
- Honeywell–
- Hoya Capital High Dividend Yield ETF–
- HubSpot–
- Hyatt Hotels–
- Hypatia Women CEO ETF–
- IDEXX Laboratories–
- ING Groep NV–
- IQ Clean Oceans ETF–
- IQ Cleaner Transport ETF–
- Illinois Tool Works–
- Impinj–
- Ingersoll-Rand–
- Innovator IBD(R) Breakout Opportunities ETF–
- Innovator Loup Frontier Tech ETF–
- Innoviz Technologies–
- Instacart (Maplebear Inc.)–
- Interactive Brokers–
- Intercontinental Exchange–
- Intuit–
- Intuitive Machines Inc–
- Intuitive Surgical–
- Invesco AAA CLO Floating Rate Note ETF–
- Invesco AI and Next Gen Software ETF–
- Invesco CurrencyShares Swiss Franc Trust–
- Invesco DB Agriculture Fund–
- Invesco High Yield Equity Dividend Achievers ETF–
- Invesco KBW Premium Yield Equity REIT ETF–
- Invesco PHLX Semiconductor ETF–
- Invesco QQQ–
- Invesco Real Assets ESG ETF–
- Invesco S&P Global Water Index ETF–
- Invesco S&P SmallCap High Dividend Low Volatility ETF–
- Invesco S&P Spin-Off ETF–
- Invesco Senior Loan ETF–
- Invesco Short Term Treasury ETF–
- Invesco Water Resources ETF–
- IonQ–
- Iris Energy Ltd–
- Iron Mountain–
- Itron–
- J.B. Hunt Transport Services–
- JFrog–
- JPMorgan Chase & Co–
- JPMorgan Equity Premium Income ETF–
- JPMorgan Nasdaq Equity Premium Income ETF–
- Jabil–
- Jacobs Solutions Inc–
- Joby Aviation–
- Johnson Controls–
- Jpmorgan Climate Change Solutions ETF–
- Juniper Networks–
- KB Financial Group–
- KKR–
- KLA-Tencor–
- KT Corporation–
- Kaspi.KZ JSC–
- Kellogg–
- Kimberly-Clark–
- Kimco Realty–
- Kinross Gold–
- Klaviyo, Inc.–
- Knight-Swift Transportation Holdings–
- LPL Financial Hlds–
- Ladder Capital–
- Lam Research–
- Lantheus Holdings–
- Lattice Semiconductor–
- Laureate Education–
- Lennar–
- Leonardo DRS Inc–
- Levi Strauss–
- Liberty All Star Equity Fund–
- Liberty Media Corp-Liberty Formula One–
- Life Time Group Holdings–
- Limbach Holdings–
- Lithia Motors–
- Live Nation–
- Lovesac Company–
- Lowe's–
- M&T Bank–
- MACOM Technology Solutions Holdings–
- MAXIMUS–
- MSCI–
- Magnite–
- Manhattan Associates–
- Marriott–
- Marsh & McLennan–
- Martin Marietta Materials–
- Marvell Technology–
- Mastercard–
- Matson–
- Maui Land & Pineapple–
- McKesson–
- MercadoLibre–
- Merck–
- Merit Medical Systems–
- MetLife–
- Meta–
- Meta Financial Group–
- MicroStrategy Incorporated–
- Micron Technology–
- Microsoft–
- Millrose Properties Inc–
- Mirion Technologies–
- Molson Coors Brewing–
- Mondelez–
- Monolithic Power Systems–
- Monster Beverage–
- Morgan Stanley–
- Morningstar–
- Motorola Solutions–
- Mr. Cooper Group Inc–
- Mueller Industries–
- NANO Nuclear Energy Inc–
- NBET–
- NEXTracker Inc–
- NVIDIA–
- NVR–
- NXP Semiconductors–
- NatWest Group plc–
- Nebius Group NV–
- NerdWallet–
- Netflix–
- Neuberger Berman Disrupters ETF–
- Neurocrine Biosciences–
- New Linde PLC–
- New York Times–
- NexGen Energy–
- NexPoint Real Estate Finance–
- NextEra Energy–
- Nexxen International Ltd.–
- NiSource–
- Nordstrom–
- Novo Nordisk–
- Nu Holdings–
- NuScale Power Corp–
- Nurix Therapeutics, Inc–
- Nuveen ESG Dividend ETF–
- O'Reilly Automotive–
- OFG Bancorp–
- Oklo Inc–
- Omega Healthcare Investors–
- On Holding AG–
- Ondas Holdings–
- OneMain Hld–
- Opera Ltd - ADR–
- OppFi–
- Oracle–
- Orange SA–
- Ormat Technologies–
- Owens Corning–
- PACCAR–
- PAR Technology–
- Palantir Technologies–
- Palo Alto Networks–
- Patrick Industries–
- Paylocity Hlds–
- PennantPark Investment–
- PennyMac Financial Services–
- Performance Food Group–
- Performance Trust Short Term Bond ETF–
- Photronics–
- Pilgrim's Pride–
- Pinterest–
- Post Holdings–
- Powell Industries–
- Primo Brands Corp–
- Procore Technologies–
- Procter & Gamble–
- Progress Software–
- Proshares Big Data Refiners ETF–
- Proshares S&P Kensho Smart Factories ETF–
- Proshares Supply Chain Logistics ETF–
- Public Storage–
- PulteGroup–
- Pure Storage–
- PureCycle Technologies–
- QUALCOMM–
- Qualys–
- Quanta Services–
- Quest Resource Hld–
- RH–
- RPM International–
- RXO Inc–
- RadNet–
- Radian Group–
- Ralph Lauren–
- Rambus–
- Raymond James–
- Real Estate Select Sector SPDR Fund–
- Reddit Inc–
- Redwire Corp–
- Redwood Trust–
- Reliance Steel & Aluminum–
- Republic Services–
- ResMed–
- Reservoir Media–
- Restaurant Brands–
- Rhythm Pharmaceuticals–
- Rio Tinto plc Sponsored–
- Robinhood–
- Robo Global Artificial Intelligence ETF–
- Rocket Lab USA–
- Rockwell Automation–
- Ross Stores–
- Roundhill Generative AI & Technology ETF–
- Roundhill Sports Betting & iGaming ETF–
- Royal Bank of Canada–
- Royal Gold–
- Rubrik Inc–
- Rush Street Interactive–
- Ryan Specialty Group Holdings–
- S&P Global–
- SAP SE–
- SPDR Gold Trust–
- SPDR MSCI ACWI Climate Paris A–
- SPDR MSCI USA Climate Paris Aligned ETF–
- SPDR Portfolio High Yield Bond ETF–
- SPDR Portfolio S&P 500 High Dividend ETF–
- SPDR S&P 500 ETF Trust–
- SPDR S&P Homebuilders ETF–
- SPDR S&P Insurance ETF–
- SPDR S&P Retail ETF–
- SPDR S&P Semiconductor ETF–
- SPDR SSGA Gender Diversity Index ETF–
- STERIS–
- Salesforce–
- Samsara–
- Sana Biotechnology–
- Sandstorm Gold–
- Schneider National–
- Schwab US Dividend Equity ETF–
- Seagate Technology Holdings PLC–
- Sempra Energy–
- Semtech–
- ServiceNow–
- ServiceTitan Inc–
- Seven Hills Realty Trust–
- SharkNinja Inc–
- Sherwin-Williams–
- Shiba Inu–
- Shift4 Payments–
- Shopify–
- SiTime Corporation–
- Silgan Hlds–
- Simon Property Group–
- Simply Good Foods–
- Sixth Street Specialty Lending–
- SkyWater Technology–
- Skyward Specialty Insurance Group Inc–
- Snap-on–
- SoFi Technologies–
- Sony–
- Sphere Entertainment Co–
- Sportradar Group AG–
- Spotify–
- Sprott Copper Miners ETF–
- Sprott Uranium Miners ETF–
- Sprouts Farmers Markets–
- St. Joe–
- Star Bulk Carriers–
- Starbucks–
- Steel Dynamics–
- Stewart Information Services–
- Stride–
- Strive US Semiconductor ETF–
- Stryker–
- Sumitomo Mitsui Financial Group–
- Super Micro Computer–
- Sweetgreen–
- Synopsys–
- T-Mobile US–
- TCW Transform Systems ETF–
- TE Connectivity PLC–
- TJX–
- TKO Group Holdings Inc–
- TPG–
- TPG RE Finance Trust–
- Taiwan Semiconductor Manufacturing–
- Take-Two Interactive Software–
- Talen Energy Corp–
- Tapestry–
- Taseko Mines–
- Technology Select Sector SPDR Fund–
- Teck Resources–
- Telefonica SA–
- Tema Monopolies and Oligopolies ETF–
- Tempus AI Inc–
- Tenet Healthcare–
- Terawulf–
- Terreno Realty–
- Tetra Tech–
- Texas Instruments–
- Texas Roadhouse–
- Thales SA–
- Themes Generative Artificial Intelligence ETF–
- Thor Industries–
- Thrivent Small-Mid Cap ESG ETF–
- Timken–
- Toast–
- Townsquare Media–
- Toyota Motor–
- Tractor Supply–
- Trade Desk–
- Tradeweb Markets–
- Travelers–
- Trimble–
- Tyler Technologies–
- UBS Group AG–
- UDR–
- US Treasury 12 Month Bill ETF–
- US Vegan Climate ETF–
- USCF Gold Strategy Plus Income ETF–
- Uber–
- Union Pacific–
- United Rentals–
- United States Steel–
- United Wholesale Mortgage–
- Universal Forest Products–
- Universal Technical Institute–
- Unusual Whales Subversive Democratic Trading ETF–
- Ur-Energy–
- Uranium Energy–
- Urban Outfitters–
- Utilities Select Sector SPDR Fund–
- V.F.–
- VIZSLA ROYALTIES CORP.–
- VanEck Vectors Gaming ETF–
- VanEck Vectors Gold Miners ETF–
- VanEck Vectors Retail ETF–
- VanEck Vectors Semiconductor ETF–
- VanEck Vectors Steel ETF–
- VanEck Vectors Uranium+Nuclear Energy ETF–
- VanEck Video Gaming and eSports ETF–
- Vanguard Growth ETF–
- Vanguard High Dividend Yield ETF–
- Vanguard Information Technology ETF–
- Vanguard International High Dividend Yield ETF–
- Vanguard Mega Cap ETF–
- Vanguard Mega Cap Growth ETF–
- Vanguard S&P 500 ETF–
- Vanguard S&P 500 Growth ETF–
- Vanguard S&P 500 Value ETF–
- Vanguard Short-Term Inflation-Protected Securities ETF–
- Vanguard Total Bond Market ETF–
- Vanguard Total Stock Market ETF–
- Veeva Systems–
- VegTech Plant-based Innovation & Climate ETF–
- Veralto Corp–
- Verisk Analytics–
- Verra Mobility Corp–
- Vertex Pharmaceuticals–
- Vertiv Holdings Co–
- Vestis Corp–
- Vici Properties–
- Viking Therapeutics–
- Virtus Artificial Intelligence & Technology Opportunities Fund–
- Visa–
- Vistra Energy–
- Vita Coco–
- Vital Farms, Inc.–
- Vontier Corporation–
- Vulcan Materials–
- WESCO–
- Walmart–
- Waste Connections–
- Waste Management–
- Watsco–
- Watts Water Technologies–
- WeRide Inc–
- Wheaton Precious Metals–
- Williams-Sonoma–
- Wingstop–
- WisdomTree Barclays Interest Rate Hedged U.S. Aggregate Bond Fund–
- WisdomTree Bloomberg Floating Rate Treasury Fund–
- WisdomTree Bloomberg US Dollar Bullish Fund–
- WisdomTree Cloud Computing Fund–
- WisdomTree Cybersecurity Fund–
- WisdomTree Emerging Markets High Dividend Fund–
- WisdomTree Global High Dividend Fund–
- Wisdomtree Artificial Intelligence And Innovation Fund–
- Workday–
- Workiva–
- XPO Logistics–
- Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF–
- Xylem–
- YUM! Brands–
- Zoetis–
- Zscaler–
- argenx–
- iShares 0-3 Month Treasury Bond ETF–
- iShares Cloud 5G and Tech ETF–
- iShares Core Dividend Growth ETF–
- iShares Core High Dividend ETF–
- iShares ESG MSCI USA Leaders ETF–
- iShares Exponential Technologies ETF–
- iShares Future AI & Tech ETF–
- iShares Global Tech ETF–
- iShares Gold Trust–
- iShares Gold Trust Micro–
- iShares MSCI ACWI Low Carbon Target ETF–
- iShares MSCI EAFE ESG Optimized ETF–
- iShares MSCI Italy ETF–
- iShares MSCI KLD 400 Social ETF–
- iShares MSCI Sweden ETF–
- iShares MSCI USA ESG Optimized ETF–
- iShares MSCI USA ESG Select ETF–
- iShares MSCI Water Management Multisector ETF–
- iShares Nasdaq Biotechnology ETF–
- iShares North American Tech ETF–
- iShares North American Tech-Software ETF–
- iShares PHLX Semiconductor ETF–
- iShares Russell 2000 ETF–
- iShares Short Treasury Bond ETF–
- iShares Silver Trust–
- iShares Top 20 U.S. Stocks ETF–
- iShares Treasury Floating Rate Bond ETF–
- iShares iBoxx High Yield Corporate Bond ETF–
- monday.com–
- nVent Electric plc–
First investment: AAPL, 2005
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