CWSRF
CHARTWELL RETIREMENT RESD
stock OTC Unit

1. **Healthcare and Biotech Stocks**
* Johnson & Johnson (JNJ)
* Pfizer (PFE)
* Merck & Co. (MRK)
* AbbVie (ABBV)
* Amgen (AMGN)
* Gilead Sciences (GILD)
* Moderna (MRNA)
* Bristol Myers Squibb (BMY)
* Regeneron Pharmaceuticals (REGN)
* Vertex Pharmaceuticals (VRTX)
1. **Healthcare REITs**
* Welltower Inc. (WELL)
* Ventas, Inc. (VTR)
* Healthpeak Properties (PEAK)
* Omega Healthcare Investors (OHI)
* Medical Properties Trust (MPW)
* National Health Investors (NHI)
* LTC Properties (LTC)
* CareTrust REIT (CTRE)
* Sabra Health Care REIT (SBRA)
* Physicians Realty Trust (DOC)
1. **Senior Living and Assisted Living Providers**
* Brookdale Senior Living Inc. (BKD)
* Capital Senior Living Corporation (CSU)
* Five Star Senior Living Inc. (FVE)
* Ensign Group (ENSG)
* Extendicare (EXETF)
* Sienna Senior Living (LWSCF)
* Chartwell Retirement Residences (CWSRF)
* Atria Senior Living (not publicly traded; related options may exist)
* Sunrise Senior Living (not publicly traded; related options may exist)
* Senior Lifestyle Corporation (not publicly traded; related options may exist)
1. **Medical Device Manufacturers**
* Medtronic (MDT)
* Boston Scientific Corporation (BSX)
* Intuitive Surgical (ISRG)
* Abbott Laboratories (ABT)
* Stryker Corporation (SYK)
* Becton, Dickinson and Company (BDX)
* Thermo Fisher Scientific (TMO)
* Edwards Lifesciences (EW)
* Align Technology (ALGN)
* DexCom (DXCM)
1. **Consumer Goods for Seniors**
* Procter & Gamble (PG)
* Kimberly-Clark Corporation (KMB)
* Unilever (UL)
* Reckitt Benckiser Group (RBGLY)
* Colgate-Palmolive Company (CL)
* Johnson & Johnson (JNJ, also a major player in healthcare)
* Nestlé (NSRGY, with a range of nutrition products for seniors)
* Philips (PHG, for its health technology products)
* L'Oréal (LRLCY, for its skincare products)
* General Mills (GIS, for its range of food products)
1. **Wealth Management and Financial Services**
* Charles Schwab (SCHW)
* Goldman Sachs Group (GS)
* JPMorgan Chase & Co. (JPM)
* Bank of America (BAC)
* Morgan Stanley (MS)
* UBS Group AG (UBS)
* Wells Fargo & Company (WFC)
* Raymond James Financial (RJF)
* Ameriprise Financial (AMP)
* LPL Financial Holdings (LPLA)
1. **Technology for Seniors**
* Apple Inc. (AAPL)
* Best Buy (BBY)
* Koninklijke Philips N.V. (PHG)
* Garmin Ltd. (GRMN)
* Alarm.com Holdings (ALRM)
* Fitbit (owned by Google, GOOGL)
* Amazon (AMZN, for its range of Echo products)
* T-Mobile US (TMUS, for its senior-friendly phone plans)
* Verizon Communications (VZ, for its offerings tailored to seniors)
* AT&T (T, also offering products and services for seniors)
1. **ETFs and Mutual Funds**
* (Note: Specific ETFs and mutual funds, not stocks, fall into this category.)
1. **Long-term Care Insurance Providers**
* Genworth Financial (GNW)
* Manulife Financial Corporation (MFC)
* MetLife, Inc. (MET)
* Prudential Financial (PRU)
* Aflac Incorporated (AFL)
* Unum Group (UNM)
* Lincoln National Corporation (LNC)
* Sun Life Financial (SLF)
* CNO Financial Group (CNO)
* Mutual of Omaha (privately held; explore related investment options)
1. **Leisure and Travel for Seniors**
* Carnival Corporation (CCL)
* Royal Caribbean Cruises (RCL)
* Norwegian Cruise Line Holdings (NCLH)
* Marriott International (MAR)
* Hilton Worldwide Holdings (HLT)
* Wyndham Hotels & Resorts (WH)
* Expedia Group (EXPE)
* Booking Holdings (BKNG)
* Tripadvisor (TRIP)
* Airbnb (ABNB)

1. **Healthcare and Biotech Stocks**
* Johnson & Johnson (JNJ)
* Pfizer (PFE)
* Merck & Co. (MRK)
* AbbVie (ABBV)
* Amgen (AMGN)
* Gilead Sciences (GILD)
* Moderna (MRNA)
* Bristol Myers Squibb (BMY)
* Regeneron Pharmaceuticals (REGN)
* Vertex Pharmaceuticals (VRTX)
1. **Healthcare REITs**
* Welltower Inc. (WELL)
* Ventas, Inc. (VTR)
* Healthpeak Properties (PEAK)
* Omega Healthcare Investors (OHI)
* Medical Properties Trust (MPW)
* National Health Investors (NHI)
* LTC Properties (LTC)
* CareTrust REIT (CTRE)
* Sabra Health Care REIT (SBRA)
* Physicians Realty Trust (DOC)
1. **Senior Living and Assisted Living Providers**
* Brookdale Senior Living Inc. (BKD)
* Capital Senior Living Corporation (CSU)
* Five Star Senior Living Inc. (FVE)
* Ensign Group (ENSG)
* Extendicare (EXETF)
* Sienna Senior Living (LWSCF)
* Chartwell Retirement Residences (CWSRF)
* Atria Senior Living (not publicly traded; related options may exist)
* Sunrise Senior Living (not publicly traded; related options may exist)
* Senior Lifestyle Corporation (not publicly traded; related options may exist)
1. **Medical Device Manufacturers**
* Medtronic (MDT)
* Boston Scientific Corporation (BSX)
* Intuitive Surgical (ISRG)
* Abbott Laboratories (ABT)
* Stryker Corporation (SYK)
* Becton, Dickinson and Company (BDX)
* Thermo Fisher Scientific (TMO)
* Edwards Lifesciences (EW)
* Align Technology (ALGN)
* DexCom (DXCM)
1. **Consumer Goods for Seniors**
* Procter & Gamble (PG)
* Kimberly-Clark Corporation (KMB)
* Unilever (UL)
* Reckitt Benckiser Group (RBGLY)
* Colgate-Palmolive Company (CL)
* Johnson & Johnson (JNJ, also a major player in healthcare)
* Nestlé (NSRGY, with a range of nutrition products for seniors)
* Philips (PHG, for its health technology products)
* L'Oréal (LRLCY, for its skincare products)
* General Mills (GIS, for its range of food products)
1. **Wealth Management and Financial Services**
* Charles Schwab (SCHW)
* Goldman Sachs Group (GS)
* JPMorgan Chase & Co. (JPM)
* Bank of America (BAC)
* Morgan Stanley (MS)
* UBS Group AG (UBS)
* Wells Fargo & Company (WFC)
* Raymond James Financial (RJF)
* Ameriprise Financial (AMP)
* LPL Financial Holdings (LPLA)
1. **Technology for Seniors**
* Apple Inc. (AAPL)
* Best Buy (BBY)
* Koninklijke Philips N.V. (PHG)
* Garmin Ltd. (GRMN)
* Alarm.com Holdings (ALRM)
* Fitbit (owned by Google, GOOGL)
* Amazon (AMZN, for its range of Echo products)
* T-Mobile US (TMUS, for its senior-friendly phone plans)
* Verizon Communications (VZ, for its offerings tailored to seniors)
* AT&T (T, also offering products and services for seniors)
1. **ETFs and Mutual Funds**
* (Note: Specific ETFs and mutual funds, not stocks, fall into this category.)
1. **Long-term Care Insurance Providers**
* Genworth Financial (GNW)
* Manulife Financial Corporation (MFC)
* MetLife, Inc. (MET)
* Prudential Financial (PRU)
* Aflac Incorporated (AFL)
* Unum Group (UNM)
* Lincoln National Corporation (LNC)
* Sun Life Financial (SLF)
* CNO Financial Group (CNO)
* Mutual of Omaha (privately held; explore related investment options)
1. **Leisure and Travel for Seniors**
* Carnival Corporation (CCL)
* Royal Caribbean Cruises (RCL)
* Norwegian Cruise Line Holdings (NCLH)
* Marriott International (MAR)
* Hilton Worldwide Holdings (HLT)
* Wyndham Hotels & Resorts (WH)
* Expedia Group (EXPE)
* Booking Holdings (BKNG)
* Tripadvisor (TRIP)
* Airbnb (ABNB)