Bret Valerio CFA CAIA FRM - All stocks I follow

Bret Valerio CFA CAIA FRM

Senior Portfolio Manager Investment Strategist at BNY Investor Solutions
A self-driven, energetic, creative thinker with a strong curiosity about economics, the financial markets, and the interactions of the relevant variables therein. Persuasively promotes ideas and proposals, challenges the status quo, works through conflicts, encourages teamwork, and demonstrates a ...more

Stocks I Follow

AAPL Apple Inc.
AMDBX Riversource Portfolio Builder Moderate Conserva
AMZN Amazon.com Inc.
APRPX Allianz Nacm Pacific Rim Fund Class P
ARMRX Mtb Maryland Muni Bond Fund Class A Shs
CHAT Roundhill Generative AI & Technology ETF
CSB Victory CEMP US Sm Cp Hh Dv Vol Wtd ETF
CSIM Consilium, Inc.
DHICX Evergreen Strategic Muni Bd Fd Class C
ELSE Electro - Sensors Inc.
FKACX Franklin Growth Opportunities Fund Class C
FNPN FIRST NATL PANEL NEW
FONTAX FT Trust Units 3387 2012-2.10.14 Global Commodities Portfolio Series 19
GOOGL Google (A shares)
JALMX John Hancock Funds Ii Lifestyle Moderate Fund Cl
JRSH Jerash Holdings (US), Inc.
LGCIX Leuthold Global Clean Technology Fd - Insti Cl
LGOQX Lord Abbett Growth Opportunities Fd - Cl R2
LSLTX Leuthhold Select Industries Fd
META Meta Platforms, Inc. (Formerly Facebook, Now META))
MTRX Matrix Service Company
NFLX Netflix Inc.
NQCI2HGRTR Nasdaq Indices NASDAQ Commodity 2nd Hold Grains Index Total Return
NRILY NOMURA RESH INST LTD
PJAM PJ America Inc
PJHRX Prudential Sector Funds Inc
PMC PharMerica Corporation
PPRX Peninsula Pharmaceuticals
RUBR RUBBER RESEARCH ELAS
RYGRX Rydex Series Fds S&P Pure Growth Fund Class C
SHIB-X Shiba Inu
SIXF Allianzim U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
STM STMicroelectronics NV
TEIIX Thrivent Equity Income Plus Fund Institutional
TRKG TRACKING CORPORATION
UPLD Upland Software, Inc.
VGISX Virtus Global Real Estate Securities Fd Cl I
VKEDIX Van Kampen Focus Portfolios
WBCO Washington Banking Company
ZKBHF ZKB Gold ETF

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